OUR LADY OF MOUNT CARMEL-ST MARYS SCHOOL EDUCATION FOUNDATION (EIN 371215066) - 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

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 $448K in total revenue in fiscal year 2020. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $248K, a strong 55% operating margin.

Mission

ENDOWMENT FOR OUR LADY OF MT CARMEL 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 $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

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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
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