SETON ACADEMY (EIN 363028326) - 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

JASON REITZEL

Phone

6302794101

Tax Period

2023-07-01 to 2024-06-30

SETON ACADEMY, founded in 1979, is a small nonprofit in the Education sector that reported $259K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year.

Mission

Provide elementary and primary education for children following the Catholic Montessori method of teaching

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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 $26,084

Program Service Revenue $219,165

Investment Income $4,226

Other Revenue $9,913

TOTAL REVENUE $259,388

Expense Breakdown

Grants Paid $0

Salaries & Benefits $233,072

Fundraising Expenses $0

Program Expenses $281,783

Other Expenses $47,267

TOTAL EXPENSES $280,339

Year-over-Year Comparison

	2023	2022	Change
Revenue	$259,388	$299,862	-0.1%
Expenses	$280,339	$248,975	+0.1%
Net Income	$-20,951	$50,887	-1.4%

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

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

$104,494

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE SOWINSKI	EMPLOYEE	040.00	Highest	$66,500	$0	$66,500
JENNIFER MACLEOD	EMPLOYEE	035.00	Key Emp	$46,044	$0	$46,044
KIMERLY WOODLEY MCGEE	EMPLOYEE	035.00	Key Emp	$26,512	$0	$26,512
CLAIRE SIMEO	EMPLOYEE	035.00	Key Emp	$31,938	$0	$31,938
ROSEANNE DEARDRUFF	DIRECTOR	001.00	Director	$0	$0	$0
ANNE HINLEY	SECRETARY DIRECTOR	001.00	Officer Director	$0	$0	$0
JASON REITZEL	TREASURER DIRECTOR	001.00	Officer Director	$0	$0	$0
PATRICK MCCORMACK	VP DIRECTOR	001.00	Officer Director	$0	$0	$0
BRIAN BURCH	PRESIDENT DIRECTOR	001.00	Officer 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
2025	No data	No data	No data	No data
2024	$259,388	$280,339	$234,704	$-20,951
2023	$299,862	$248,975	$255,654	$50,887
2022	$265,398	$217,872	$206,057	$47,526
2021	$238,105	$170,288	$159,391	$67,817
2020	$213,405	$225,527	$115,004	$-12,122
2019	$204,666	$194,307	$95,193	$10,359

SETON ACADEMY