ST ANTHONY CATHOLIC SCHOOL CHARITABLE FOUNDATION (EIN 261558521) - 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

RITA RODRIGUEZ

Phone

2107350657

Tax Period

2023-08-01 to 2024-07-31

ST ANTHONY CATHOLIC SCHOOL CHARITABLE FOUNDATION, founded in 2007, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $1K in total revenue in fiscal year 2023. Revenue fell 99% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $743, a strong 71% operating margin.

Mission

TO SUPPORT AND BENEFIT ST. ANTHONY CATHOLIC SCHOOL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,046

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,046

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $303

Other Expenses $303

TOTAL EXPENSES $303

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,046	$90,871	-1.0%
Expenses	$303	$234,928	-1.0%
Net Income	$743	$-144,057	-1.0%

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

N/A

Volunteers

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
RITA RODRIGUEZ	PRINCIPAL	2.00	Officer	$0	$0	$0
PAUL BASALDUA	CHAIR	2.00	Officer	$0	$0	$0
GENE WILLIAMS	VICE-CHAIR	2.00	Officer	$0	$0	$0
DEE ANN CALDERON	Treasurer	2.00	Officer	$0	$0	$0
PATRICIA RAMIREZ	FORMERPRINCIPAL	2.00	Officer	$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
2024	$1,046	$303	$354,508	$743
2023	$90,871	$234,928	$512,764	$-144,057
2022	$70,355	$113,112	$406,821	$-42,757
2021	$51,834	$145,012	$449,578	$-93,178
2020	$34,278	$224,995	$545,006	$-190,717
2019	$183,587	$339,237	$899,367	$-155,650
2019	$194,015	$489,305	$735,723	$-295,290
2018	$147,890	$214,972	$1,082,189	$-67,082

ST ANTHONY CATHOLIC SCHOOL CHARITABLE FOUNDATION