JOHN P FINN TRUST (EIN 366053002) - 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

1952

Legal Domicile

Principal Officer

KEVIN STEWARD

Phone

8154340044

Tax Period

2025-01-01 to 2025-12-31

JOHN P FINN TRUST, founded in 1952, is a micro nonprofit that reported $62K in total revenue in fiscal year 2025. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $72K exceeded revenue, resulting in a 15% operating deficit.

Mission

PROVIDE FUNDS FOR THE OPERATION OF MARQUETTE ACADEMY-A PRIVATE SCHOOL IN OTTAWA, IL

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $62,381

Other Revenue $0

TOTAL REVENUE $62,381

Expense Breakdown

Grants Paid $53,140

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,140

Other Expenses $18,779

TOTAL EXPENSES $71,919

Year-over-Year Comparison

	2025	2024	Change
Revenue	$62,381	$84,726	-0.3%
Expenses	$71,919	$64,296	+0.1%
Net Income	$-9,538	$20,430	-1.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	0.50		$15,774	$0	$15,774

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	$62,381	$71,919	$867,305	$-9,538
2024	$84,726	$64,296	$876,843	$20,430
2023	$51,596	$63,982	$856,413	$-12,386
2022	$90,776	$57,529	$868,799	$33,247
2021	$116,983	$55,415	$835,552	$61,568
2020	$52,929	$54,226	$773,984	$-1,297

JOHN P FINN TRUST