St Joseph Endowment Fund (EIN 311569292) - 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

1979

Legal Domicile

Principal Officer

Michael Mullally

Phone

2063293260

Tax Period

2023-01-01 to 2023-12-31

St Joseph Endowment Fund, founded in 1979, is a small nonprofit in the Human Services sector that reported $718K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $150K, a strong 21% operating margin.

Mission

THE PURPOSE OF THE ST. JOSEPH ENDOWMENT FUND (THE FUND) IS TO STRENGTHEN AND SUSTAIN, FOR YEARS TO COME, A RICH, FAITH-CENTERED ACADEMIC EXPERIENCE FOR ALL STUDENTS AT ST. JOSEPH 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 $407,180

Program Service Revenue $0

Investment Income $310,730

Other Revenue $182

TOTAL REVENUE $718,092

Expense Breakdown

Grants Paid $489,255

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $567,799

Other Expenses $78,544

TOTAL EXPENSES $567,799

Year-over-Year Comparison

	2023	2022	Change
Revenue	$718,092	$1,424,955	-0.5%
Expenses	$567,799	$550,183	+0.0%
Net Income	$150,293	$874,772	-0.8%

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
MICHAEL MULLALLY	PRESIDENT	1.0	Officer Director	$0	$0	$0
PATRICK FENNESSY	SECRETARY	1.0	Officer Director	$0	$0	$0
DINO CHRISTOFILIS	BOARD MEMBER	1.0	Director	$0	$0	$0
RAY DEARIE	BOARD MEMBER	1.0	Director	$0	$0	$0
LAURA KELLEY	BOARD MEMBER	1.0	Director	$0	$0	$0
GINO PERRINA	BOARD MEMBER	1.0	Director	$0	$0	$0
JEFF WISE	BOARD MEMBER	1.0	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
2024	No data	No data	No data	No data
2023	$718,092	$567,799	$11,794,605	$150,293
2022	$1,424,955	$550,183	$10,434,181	$874,772
2021	$898,398	$532,808	$11,588,486	$365,590
2020	$1,338,590	$480,387	$10,879,850	$858,203
2019	$369,880	$478,797	$10,338,807	$-108,917
2018	$654,694	$462,465	$9,096,203	$192,229

St Joseph Endowment Fund