ST PETE'S ENDOWMENT FUND C/O JOYCE KNIZNER (EIN 260441619) - 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

2007

Legal Domicile

Principal Officer

BONNIE RACK

Phone

5137331412

Tax Period

2024-01-01 to 2024-12-31

ST PETE'S ENDOWMENT FUND C/O JOYCE KNIZNER, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $217K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $189K, a strong 87% operating margin.

Mission

PROVIDE FOR OPERATIONAL COST, TUITION, BOOK FEES, OTHER EDUCATIONAL MATERIALS OR OTHER EDUCATION ASSISTANCE FOR THE EDUCATION OF STUDENTS ATTENDING STS PETER & PAUL ACADEMY IN READING, OHIO.

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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 $0

Program Service Revenue $0

Investment Income $5,701

Other Revenue $211,032

TOTAL REVENUE $216,733

Expense Breakdown

Grants Paid $17,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $27,444

Other Expenses $10,444

TOTAL EXPENSES $27,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,733	$239,732	-0.1%
Expenses	$27,444	$117,730	-0.8%
Net Income	$189,289	$122,002	+0.6%

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

N/A

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
BONNIE RACK	CHAIR	Officer Director	$0	$0	$0
SHEILA LICHTENBERG	VICE CHAIR	Officer Director	$0	$0	$0
SANDY HARSCH	SECRETARY	Officer Director	$0	$0	$0
JOYCE KRIZNER	CO-TREASURER	Officer Director	$0	$0	$0
MARY ANN AMYX	CO-TREASURER	Officer 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	No data	No data	No data	No data
2024	$216,733	$27,444	$2,291,728	$189,289
2023	$239,732	$117,730	$2,102,439	$122,002
2022	$7,828	$349,848	$1,980,437	$-342,020
2021	$265,991	$99,368	$2,322,457	$166,623
2020	$112,495	$24,101	$2,155,834	$88,394

ST PETE'S ENDOWMENT FUND C/O JOYCE KNIZNER