Missoula Catholic Schools Foundation (EIN 237297873) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

Stephanie Topp

Phone

4067282367

Tax Period

2024-07-01 to 2025-06-30

Missoula Catholic Schools Foundation, founded in 1960, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $408K, a strong 23% operating margin.

Mission

To provide financial support for catholic education provided to students attending schools located in Missoula county, Montana.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $967,051

Program Service Revenue $160,000

Investment Income $594,025

Other Revenue $22,733

TOTAL REVENUE $1,743,809

Expense Breakdown

Grants Paid $929,239

Salaries & Benefits $190,853

Fundraising Expenses $46,155

Program Expenses $1,211,790

Other Expenses $215,513

TOTAL EXPENSES $1,335,605

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,743,809	$2,644,966	-0.3%
Expenses	$1,335,605	$1,366,380	0.0%
Net Income	$408,204	$1,278,586	-0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

150

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$112,805

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Thomas Noonan	Foundation Dir	10.00	Officer	$0	$0	$94,120
Lisa Van Canagan	Controller	0.00	Officer	$0	$0	$18,685
STEPHANIE TOPP	FOUNDATION DIRECTOR	30.00		$16,452	$0	$16,452
Matt Svetkovich	Board Chair	4.00	Officer Director	$0	$0	$0
Nolan Duffin	Treasurer	1.00	Officer Director	$0	$0	$0
Meaghan Jolley	Secretary	1.00	Officer Director	$0	$0	$0
Breanna Caras	VICE CHAIR	1.00	Officer Director	$0	$0	$0
Fr P Cochran	Board Member	1.00	Director	$0	$0	$0
Kate Delhomme	Board Member	1.00	Director	$0	$0	$0
Elliot McGill	Board Member	1.00	Director	$0	$0	$0
Justin Johnson	board member	1.00	Director	$0	$0	$0
Yvonne Walters	Board Member	1.00	Director	$0	$0	$0
Amy Rue	Board Member	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,743,809	$1,335,605	$11,597,136	$408,204
2024	$2,644,966	$1,366,380	$11,304,715	$1,278,586
2023	$1,090,160	$1,147,622	$9,663,356	$-57,462
2022	$1,482,329	$959,523	$9,219,470	$522,806
2021	$1,401,662	$882,173	$9,785,733	$519,489
2020	$1,032,339	$920,862	$8,401,997	$111,477
2019	$1,403,643	$1,270,633	$8,536,984	$133,010

Missoula Catholic Schools Foundation