ST BONIFACE RESERVED EDUCATION FOU… - Form 990 Financial Data

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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

1991

Legal Domicile

Principal Officer

Dan Fortman

Phone

9375419291

Tax Period

2025-01-01 to 2025-12-31

ST BONIFACE RESERVED EDUCATION FOUNDATION, founded in 1991, is a micro nonprofit in the Education sector that reported $27K in total revenue in fiscal year 2025. Revenue decreased 18% compared to the prior year. Expenses of $59K exceeded revenue, resulting in a 116% operating deficit.

Mission

To support Catholic education in Miami and Shelby Counties in Ohio

Program Service Accomplishments

Program 1

Expenses: $26,006 Revenue: $0

Lehman Catholic High School Tuition Assistance

Program 2

Expenses: $0 Revenue: $0

Piqua Catholic Tuition Assistance

Program 3

Expenses: $28,085 Revenue: $0

Piqua Catholic School Building Improvements and Maintenance

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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 (2025)

Revenue Breakdown

Contributions & Grants $7,400

Program Service Revenue $0

Investment Income $20,065

Other Revenue $0

TOTAL REVENUE $27,465

Expense Breakdown

Grants Paid $54,091

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,335

Other Expenses $5,244

TOTAL EXPENSES $59,335

Year-over-Year Comparison

	2025	2024	Change
Revenue	$27,465	$33,664	-0.2%
Expenses	$59,335	$56,649	+0.0%
Net Income	$-31,870	$-22,985	+0.4%

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	Role	Reportable Comp	Other Comp	Total
Dan Fortman	President & Trustee	Director	$0	$0	$0
Dana Decknadel	Secretary & Trustee	Director	$0	$0	$0
David Butt	Treasurer & Trustee	Director	$0	$0	$0
Ann Bradl Epperly	Trustee		$0	$0	$0
Jody Josefovsky	Trustee		$0	$0	$0
Karen Lawrence	Trustee		$0	$0	$0
Chuck Peltier	Trustee		$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	$27,465	$59,335	$386,284	$-31,870
2024	$33,664	$56,649	$377,720	$-22,985
2023	$36,903	$95,364	$386,645	$-58,461
2022	$26,199	$44,730	$406,688	$-18,531
2021	$77,611	$46,382	$516,066	$31,229
2020	$21,081	$94,351	$483,022	$-73,270

ST BONIFACE RESERVED EDUCATION FOUNDATION