ST NOEL ENDOWMENT FUND (EIN 341835485) - 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

1996

Legal Domicile

Principal Officer

KATHLEEN PENKO

Phone

4409460887

Tax Period

2021-01-01 to 2021-12-31

ST NOEL ENDOWMENT FUND, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $115K in total revenue in fiscal year 2021. Revenue surged 780% from the prior year, signaling strong growth momentum. Expenses of $136K exceeded revenue, resulting in a 18% operating deficit.

Mission

THE ST. NOEL ENDOWMENT FUND IS AN INVESTMENT IN THE ENRICHMENT AND WELL-BEING OF ST. NOEL COMMUNITY. THE ENDOWMENT FUND HELPS TO SUPPORT PARISH MINISTRIES THAT MEET SOCIAL, YOUTH, RELIGIOUS AND SURROUNDING AREA NEEDS RELATED TO PARISHONERS AND THE COMMUNITY IN GENERAL.

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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 (2021)

Revenue Breakdown

Contributions & Grants $85,448

Program Service Revenue $0

Investment Income $29,338

Other Revenue $0

TOTAL REVENUE $114,786

Expense Breakdown

Grants Paid $135,005

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $135,648

Other Expenses $643

TOTAL EXPENSES $135,648

Year-over-Year Comparison

	2021	2020	Change
Revenue	$114,786	$13,043	+7.8%
Expenses	$135,648	$898	+150.1%
Net Income	$-20,862	$12,145	-2.7%

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
KATHLEEN PENKO	BOARD CHAIR	1.00	Director	$0	$0	$0
JANICE CACKOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
ROSS DEJOHN JR	TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN KRAUS	SECRETARY	1.00	Director	$0	$0	$0
SCOTT ANDREW MILLS	VICE PRESIDENT	1.00	Director	$0	$0	$0
WILLIAM PATTIE	TREASURER	1.00	Director	$0	$0	$0
JAMES PENKO	TRUSTEE	1.00	Director	$0	$0	$0
JUDY SHREFLER	TRUSTEE	1.00	Director	$0	$0	$0
FRANK VITALE	TRUSTEE	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
2021	$114,786	$135,648	$766,136	$-20,862
2020	$13,043	$898	$732,910	$12,145
2019	$18,902	$22,100	$650,176	$-3,198
2018	$18,335	$17,274	$562,218	$1,061

ST NOEL ENDOWMENT FUND