LOYOLA HIGH SCHOOL FOUNDATION (EIN 364520742) - 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

2003

Legal Domicile

Principal Officer

DENISE BERTIN-EPP

Phone

3138612407

Tax Period

2024-07-01 to 2025-06-30

LOYOLA HIGH SCHOOL FOUNDATION, founded in 2003, is a micro nonprofit in the Education sector that reported $42K in total revenue in fiscal year 2024. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $147K exceeded revenue, resulting in a 247% operating deficit.

Mission

TO ESTABLISH AND MANAGE ENDOWMENTS TO SUPPORT THE OPERATIONS OF LOYOLA HIGH 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 $0

Program Service Revenue $0

Investment Income $42,313

Other Revenue $0

TOTAL REVENUE $42,313

Expense Breakdown

Grants Paid $147,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $147,000

Other Expenses $0

TOTAL EXPENSES $147,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$42,313	$103,919	-0.6%
Expenses	$147,000	$291,200	-0.5%
Net Income	$-104,687	$-187,281	-0.4%

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

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
DENISE BERTIN-EPP	PRESIDENT	1.00	Officer Director	$0	$0	$0
WILLIAM CONNELLY	SECRETARY	1.00	Officer Director	$0	$0	$0
FR WILLIAM MURPHY SJ	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN HAND	DIRECTOR	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
2025	$42,313	$147,000	$6,350,461	$-104,687
2024	No data	No data	No data	No data
2023	$116,617	$298,732	$5,696,204	$-182,115
2022	$-202,119	$287,614	$5,615,654	$-489,733
2021	$621,770	$302,626	$6,358,074	$319,144
2020	$286,415	$312,305	$5,256,318	$-25,890
2019	$332,637	$275,804	$5,358,425	$56,833
2018	$1,458,961	$270,820	$5,628,870	$1,188,141
2018	$1,285,949	$97,228	$5,628,870	$1,188,721

LOYOLA HIGH SCHOOL FOUNDATION