CLAIRVAUX INSTITUTE (EIN 262994486) - 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

2008

Legal Domicile

Principal Officer

SEBASTIEN JANSEN

Phone

4127603461

Tax Period

2024-07-01 to 2025-06-30

CLAIRVAUX INSTITUTE, founded in 2008, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.7M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

GREGORY THE GREAT ACADEMY IS A BOARDING SCHOOL IN THE CATHOLIC TRADITION FOR BOYS IN GRADES 9-12 THAT STRIVES TO RENEW THE MINDS OF ITS STUDENTS IN THE TRUTH, GOODNESS AND BEAUTY OF TRADITION.

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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 $691,204

Program Service Revenue $1,015,842

Investment Income $3,549

Other Revenue $17,375

TOTAL REVENUE $1,727,970

Expense Breakdown

Grants Paid $1,700

Salaries & Benefits $904,702

Fundraising Expenses $221,629

Program Expenses $1,256,779

Other Expenses $895,120

TOTAL EXPENSES $1,801,522

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,727,970	$1,595,100	+0.1%
Expenses	$1,801,522	$1,681,496	+0.1%
Net Income	$-73,552	$-86,396	-0.1%

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

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

$196,625

Total Directors

$135,125

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN T FITZPATRICK	SECRETARY	40.00	Officer Director	$76,875	$0	$76,875
PAUL MCCLEARY	VICE PRESIDENT	2.00	Officer Director	$27,500	$0	$27,500
LUKE B CULLEY	TREASURER	40.00	Officer Director	$30,750	$0	$30,750
SEBASTIEN JANSEN	PRESIDENT	2.00	Officer Director	$0	$0	$0
HOWARD E CLARK	CHAIRMAN	2.00	Officer Director	$0	$0	$0
JAMES D CONLEY	BOARD-MEMBER-AT-LARGE	2.00	Director	$0	$0	$0
PAUL PREZZIA	BUSINESS MANAGER/TEACHER	40.00	Officer	$61,500	$0	$61,500

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	$1,727,970	$1,801,522	$2,588,336	$-73,552
2024	$1,595,100	$1,681,496	$2,680,716	$-86,396
2023	$1,612,833	$1,489,008	$2,798,097	$123,825
2022	$1,749,993	$1,468,905	$2,701,439	$281,088
2021	$1,463,700	$1,340,501	$2,562,338	$123,199
2020	$1,283,238	$1,272,245	$3,023,962	$10,993
2019	$1,356,944	$1,150,824	$2,811,507	$206,120
2018	$1,584,011	$1,035,068	$2,618,403	$548,943

CLAIRVAUX INSTITUTE