ST MARY SCHOOL OF MT VERNON LEGACY FUND (EIN 371279059) - 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

1991

Legal Domicile

Principal Officer

REX CUSUMANO

Phone

6182441559

Tax Period

2024-07-01 to 2025-06-30

ST MARY SCHOOL OF MT VERNON LEGACY FUND, founded in 1991, is a micro nonprofit in the Unknown sector that reported $83K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $57K, a strong 69% operating margin.

Mission

CONTINUANCE OF MT VERNON IL PAROCHIAL 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 $5,000

Program Service Revenue $0

Investment Income $78,374

Other Revenue $0

TOTAL REVENUE $83,374

Expense Breakdown

Grants Paid $26,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,000

Other Expenses $0

TOTAL EXPENSES $26,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$83,374	$72,347	+0.2%
Expenses	$26,000	$37,345	-0.3%
Net Income	$57,374	$35,002	+0.6%

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

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
ROBERT C HERR	Director	0.25	Director	$0	$0	$0
JENNA JOHNSON	Secretary	0.25	Officer Director	$0	$0	$0
JAMES LEUTY	Treasurer	0.25	Officer Director	$0	$0	$0
ED ZAWILA	Director	1.00	Director	$0	$0	$0
DANIEL HOFFMAN	Director	0.25	Director	$0	$0	$0
JEFF SCHMIDT	Director	0.25	Director	$0	$0	$0
ALETTA LAWRENCE	Director	0.25	Director	$0	$0	$0
REX CUSUMANO	President	1.00	Officer Director	$0	$0	$0
BRIAN KLEIN	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	$83,374	$26,000	$1,991,360	$57,374
2024	$72,347	$37,345	$1,797,161	$35,002
2023	$83,707	$59,494	$1,658,236	$24,213
2022	$106,707	$32,105	$1,618,970	$74,602
2021	$98,641	$50,219	$1,538,930	$48,422
2020	$69,328	$46,100	$1,262,377	$23,228
2019	$32,792	$35,480	$1,279,372	$-2,688

ST MARY SCHOOL OF MT VERNON LEGACY FUND