ST PAUL EDUCATIONAL TRUST (EIN 382158608) - 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

1977

Legal Domicile

Principal Officer

ELLEN GORMLEY

Phone

3136703519

Tax Period

2023-07-01 to 2024-06-30

ST PAUL EDUCATIONAL TRUST, founded in 1977, is a small nonprofit that reported $929K in total revenue in fiscal year 2023. Revenue surged 137% from the prior year, signaling strong growth momentum. The organization ran a surplus of $703K, a strong 76% operating margin.

Mission

SUPPORT FOR ST. PAUL CATHOLIC SCHOOL AND STUDENT ORGANIZATIONS

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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 (2023)

Revenue Breakdown

Contributions & Grants $292,184

Program Service Revenue $0

Investment Income $636,767

Other Revenue $0

TOTAL REVENUE $928,951

Expense Breakdown

Grants Paid $41,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $214,188

Other Expenses $184,050

TOTAL EXPENSES $225,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$928,951	$392,375	+1.4%
Expenses	$225,550	$249,573	-0.1%
Net Income	$703,401	$142,802	+3.9%

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
KATHLEEN CONWAY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOHN CAPUANO	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
ELLEN GORMLEY	TREASURER	1.00	Officer Director	$0	$0	$0
KRISTIN MIXON	ASST TREASURER	1.00	Director	$0	$0	$0
JENNIFER O'DONNELL	SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS MCGANN	CHAIR EMERITAS	1.00	Director	$0	$0	$0
WILLIAM HANIGAN	MARKETING	1.00	Director	$0	$0	$0
BRIAN MCCABE	INVESTMENTS	1.00	Director	$0	$0	$0
MARY SCOTT	PUBLIC RELATIONS	1.00	Director	$0	$0	$0
FR JIM BILOT	PASTOR	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	No data	No data	No data	No data
2024	$928,951	$225,550	$3,148,356	$703,401
2023	$392,375	$249,573	$2,444,955	$142,802
2022	$464,042	$244,299	$2,302,153	$219,743
2021	$368,752	$295,404	$2,082,410	$73,348

ST PAUL EDUCATIONAL TRUST