Polish Roman Catholic Union of America Education Fund (EIN 364356984) - 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

Principal Officer

James J Robaczewski

Phone

7737822600

Tax Period

2021-01-01 to 2021-12-31

Polish Roman Catholic Union of America Education Fund is a small nonprofit in the Education sector that reported $445K in total revenue in fiscal year 2021. Revenue surged 1852% from the prior year, signaling strong growth momentum. The organization ran a surplus of $423K, a strong 95% operating margin.

Mission

To provide academic scholarships, grants, and other forms of financial aid to students for higher education.

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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 $441,520

Program Service Revenue $0

Investment Income $3,153

Other Revenue $0

TOTAL REVENUE $444,673

Expense Breakdown

Grants Paid $20,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,000

Other Expenses $1,505

TOTAL EXPENSES $21,505

Year-over-Year Comparison

	2021	2020	Change
Revenue	$444,673	$22,782	+18.5%
Expenses	$21,505	$20,539	+0.0%
Net Income	$423,168	$2,243	+187.7%

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

N/A

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

$338,319

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James J Robaczewski	President	1.00	Officer	$0	$0	$142,506
Micheline Jaminski	Vice President	1.00	Officer	$0	$0	$99,226
Agnieszka Bastrzyk	Secretary-Treas	1.00	Officer	$0	$0	$96,587

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	$444,673	$21,505	$459,868	$423,168

Polish Roman Catholic Union of America Education Fund