ROBERT J LOFTUS ENDOWMENT & SCHOLARSHIP FUND (EIN 362544845) - 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

1987

Legal Domicile

Principal Officer

JAMES MCGOUGH

Phone

8472353608

Tax Period

2024-01-01 to 2024-12-31

ROBERT J LOFTUS ENDOWMENT & SCHOLARSHIP FUND, founded in 1987, is a micro nonprofit that reported $77K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $25K, a strong 33% operating margin.

Mission

TO PROVIDE PARTIAL SCHOLARSHIPS TO FAMILIES REQUIRING FINANCIAL ASSISTANCE SO THAT THEY MAY SEND THEIR CHILDREN TO SAINT RAYMOND SCHOOL, WHICH IS A PRIVATE CATHOLIC 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 (2024)

Revenue Breakdown

Contributions & Grants $37,368

Program Service Revenue $0

Investment Income $37,399

Other Revenue $2,260

TOTAL REVENUE $77,027

Expense Breakdown

Grants Paid $45,890

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,890

Other Expenses $5,843

TOTAL EXPENSES $51,733

Year-over-Year Comparison

	2024	2023	Change
Revenue	$77,027	$68,288	+0.1%
Expenses	$51,733	$34,799	+0.5%
Net Income	$25,294	$33,489	-0.2%

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
JAMES MCGOUGH	PRESIDENT/DIRECTOR	1.00	Officer	$0	$0	$0
KYMM RECHT	TREASURER/DIRECTOR	2.00	Officer	$0	$0	$0
DEBRA R LESTER	BOARD MEMBER	1.00	Officer	$0	$0	$0
DONALD BURKE	DIRECTOR	3.00	Officer	$0	$0	$0
LIBBY BULLOCK	DIRECTOR	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
2024	$77,027	$51,733	$1,116,677	$25,294
2023	$68,288	$34,799	$1,091,383	$33,489
2022	$53,584	$32,288	$1,057,892	$21,296
2021	$55,648	$41,711	$1,036,596	$13,937
2020	$48,990	$49,916	$1,022,659	$-926

ROBERT J LOFTUS ENDOWMENT & SCHOLARSHIP FUND