Strake Jesuit Foundation (EIN 311697947) - 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

1999

Legal Domicile

Principal Officer

Champ Warren

Phone

7134908106

Tax Period

2024-07-01 to 2025-06-30

Strake Jesuit Foundation, founded in 1999, is a community nonprofit in the Education sector that reported $4.1M in total revenue in fiscal year 2024. The organization ran a surplus of $2.7M, a strong 66% operating margin.

Mission

The corporation is organized specifically and exclusively to provide support for Strake Jesuit College Preparatory

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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 $212,315

Program Service Revenue $0

Investment Income $3,935,349

Other Revenue $0

TOTAL REVENUE $4,147,664

Expense Breakdown

Grants Paid $1,307,465

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,307,465

Other Expenses $114,510

TOTAL EXPENSES $1,421,975

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,147,664	$3,983,701	+0.0%
Expenses	$1,421,975	$1,390,440	+0.0%
Net Income	$2,725,689	$2,593,261	+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

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
JAMIE DUFFNER	Director	1.00	Director	$0	$0	$0
CHAMP WARREN	Director	1.00	Officer Director	$0	$0	$0
FR JEFFREY JOHNSON	Director	1.00	Director	$0	$0	$0
RICK MORALES	Director	1.00	Director	$0	$0	$0
JOHN MOOZ	Director	1.00	Director	$0	$0	$0
TOM CAUGHLIN	Director	1.00	Director	$0	$0	$0
MORRIS CLARK	Director	1.00	Director	$0	$0	$0
MARK O'NEAL	Director	1.00	Director	$0	$0	$0
MARK SHOBERG	Director	1.00	Director	$0	$0	$0
COLIN MATHENY	Secretary	1.00	Officer	$0	$0	$0
AMY REASER	Treasurer	1.00	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
2025	$4,147,664	$1,421,975	$36,492,888	$2,725,689
2024	$3,983,701	$1,390,440	$33,767,199	$2,593,261
2023	$3,235,127	$1,345,263	$31,173,938	$1,889,864
2022	$1,731,224	$1,331,436	$29,284,074	$399,788
2021	$6,269,283	$1,168,621	$34,252,779	$5,100,662

Strake Jesuit Foundation