OUR LADY OF MOUNT CARMEL-ST MARYS … - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

KIRK DOUGHTY

Phone

6189424435

Tax Period

2024-07-01 to 2025-06-30

OUR LADY OF MOUNT CARMEL-ST MARYS SCHOOL EDUCATION FOUNDATION, founded in 1987, is a small nonprofit that reported $287K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. Expenses of $319K exceeded revenue, resulting in a 11% operating deficit.

Mission

ENDOWMENT FOR OUR LADY OF MT CARMEL SCHOOL

Program Service Accomplishments

Program 1

Expenses: $297,164 Revenue: $0

THE FOUNDATION RAISES FUNDS THROUGH VARIOUS METHODS FOR SUPPORT OF THE OUR LADY OF MT CARMEL SCHOOL

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $14,526

Program Service Revenue $0

Investment Income $270,620

Other Revenue $1,759

TOTAL REVENUE $286,905

Expense Breakdown

Grants Paid $297,164

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $297,164

Other Expenses $21,843

TOTAL EXPENSES $319,007

Year-over-Year Comparison

	2024	2023	Change
Revenue	$286,905	$239,271	+0.2%
Expenses	$319,007	$167,584	+0.9%
Net Income	$-32,102	$71,687	-1.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
MICHAEL ABBA	PRESIDENT	5.00	Officer Director	$0	$0	$0
JEFF GREEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KIRK DOUGHTY	TREASURER	5.00	Officer Director	$0	$0	$0
ELLEN SHARPE	SECRETARY	1.00	Officer Director	$0	$0	$0
JOE LIEFER	TRUSTEE	1.00	Director	$0	$0	$0
JIM REA	TRUSTEE	1.00	Director	$0	$0	$0
MARLYN CAIRATTI	TRUSTEE	1.00	Director	$0	$0	$0
ANGIE KOCHAN	TRUSTEE	1.00	Director	$0	$0	$0
DON GUEBERT	TRUSTEE	1.00	Director	$0	$0	$0
JASON SWANN	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN FROST	TRUSTEE	1.00	Director	$0	$0	$0
FATHER MARK REYLING	TRUSTEE	1.00	Director	$0	$0	$0
NANCY BRODNICKI	TRUSTEE	1.00	Director	$0	$0	$0
MITCHELL COOK	TRUSTEE	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	$286,905	$319,007	$3,879,673	$-32,102
2024	$239,271	$167,584	$3,766,679	$71,687
2023	$110,537	$157,165	$3,471,238	$-46,628
2022	$171,736	$151,903	$3,286,287	$19,833
2021	$447,626	$199,897	$3,905,299	$247,729

OUR LADY OF MOUNT CARMEL-ST MARYS SCHOOL EDUCATION FOUNDATION