SUBIACO FOUNDATION

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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

2009

Legal Domicile

Principal Officer

KARLA KENNEDY

Phone

4799341025

Tax Period

2024-07-01 to 2025-06-30

SUBIACO FOUNDATION, founded in 2009, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2024. Expenses of $2.8M exceeded revenue, resulting in a 28% operating deficit.

Mission

COLLECTION AND DISTRIBUTION OF FUNDS USED EXCLUSIVELY FOR THE RELIGIOUS, EDUCATIONAL, AND CHARITABLE MINISTRIES OF THE SUBIACO ABBEY AND SUBIACO ACADEMY (SUPPORTED ORGANIZATIONS), CONSISTENT WITH ITS STATUS AND WITH THE MISSION OF THESE ENTITIES.

Program Service Accomplishments

Program 1

Expenses: $2,384,947

TO PROVIDE FUNDS TO SUBIACO ACADEMY FOR UPGRADES TO THE ATHLETIC FIELD AND TRACK, TUITION ASSISTANCE, TECHNOLOGY EQUIPMENT, MARKETING, AND EMPLOYEE APPRECIATION GIFTS.

Program 2

Expenses: $203,240

TO PROVIDE FUNDS TO CARE FOR THE MONKS OF THE MONASTERY AND EMPLOYEE APPRECIATION GIFTS.

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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 $1,438,188

Program Service Revenue $0

Investment Income $732,040

Other Revenue $0

TOTAL REVENUE $2,170,228

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $171,593

Program Expenses $2,588,187

Other Expenses $2,643,755

TOTAL EXPENSES $2,778,755

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,170,228	$2,241,517	0.0%
Expenses	$2,778,755	$1,499,762	+0.9%
Net Income	$-608,527	$741,755	-1.8%

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

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
J CLAY GILLILAND	PRESIDENT	1.00	Officer Director	$0	$0	$0
PERRY E TRACHIER	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
CHARLES ANDERSON	SECRETARY	1.00	Officer Director	$0	$0	$0
VINCENT E TATE	TREASURER	1.00	Officer Director	$0	$0	$0
LEO ANHALT	DIRECTOR	1.00	Director	$0	$0	$0
MARK S LUCIDO	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MENDENHALL	DIRECTOR	1.00	Director	$0	$0	$0
VICTOR MENDOZA	DIRECTOR	1.00	Director	$0	$0	$0
GERALD PLAFCAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WILLEMS	DIRECTOR	1.00	Director	$0	$0	$0
PAT TROY	DIRECTOR	1.00	Director	$0	$0	$0
FR RICHARD WALZ OSB	DIRECTOR	1.00	Director	$0	$0	$0
STEVE SCHMITZ	DIRECTOR	1.00	Director	$0	$0	$0
FR RABAN HEYER OSB	DIRECTOR	1.00	Director	$0	$0	$0
DAWN EPPING	DIRECTOR	1.00	Director	$0	$0	$0
DON YANDELL	DIRECTOR	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	$2,170,228	$2,778,755	$7,774,058	$-608,527
2024	No data	No data	No data	No data
2023	$1,335,385	$1,900,743	$7,479,730	$-565,358
2022	$-273,054	$2,087,626	$7,945,970	$-2,360,680
2021	$2,010,225	$2,051,185	$9,513,583	$-40,960