CATHOLIC MEMORIAL SCHOOL FOUNDATION INC (EIN 383957495) - 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

2015

Legal Domicile

Principal Officer

CAITLIN WOOD

Phone

6174698012

Tax Period

2023-07-01 to 2024-06-30

CATHOLIC MEMORIAL SCHOOL FOUNDATION INC, founded in 2015, is a small nonprofit in the Education sector that reported $782K in total revenue in fiscal year 2023. The organization ran a surplus of $639K, a strong 82% operating margin.

Mission

CATHOLIC MEMORIAL SCHOOL FOUNDATION SUPPORTS CATHOLIC MEMORIAL SCHOOL (WEST ROXBURY, MA) BY PROVIDING FINANCIAL SUPPORT FOR THE SCHOOL'S PHYSICAL PLANT, PROGRAMS, OPERATIONS AND TUITION ASSISTANCE.

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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 $668,013

Program Service Revenue $0

Investment Income $114,027

Other Revenue $0

TOTAL REVENUE $782,040

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,000

Fundraising Expenses $0

Other Expenses $122,714

TOTAL EXPENSES $142,714

Year-over-Year Comparison

	2023	2022	Change
Revenue	$782,040	$802,244	0.0%
Expenses	$142,714	$1,264,529	-0.9%
Net Income	$639,326	$-462,285	-2.4%

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

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
MICHAEL J COSTELLO	PRESIDENT/CHAIR	10.00	Officer Director	$0	$0	$0
THOMAS BEATTY	TREASURER/DIRECTOR	10.00	Officer Director	$0	$0	$0
PETER F FOLAN	EX-OFFICIO	10.00	Officer Director	$0	$0	$0
ROBERT P MALONEY ESQ	SECRETARY	10.00	Director	$0	$0	$0
JAMES D BLUE	MEMBER	10.00	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	$782,040	$142,714	$3,901,790	$639,326
2023	$802,244	$1,264,529	$2,979,838	$-462,285
2022	$1,583,740	$559,877	$3,385,618	$1,023,863
2021	$459,124	$1,070,391	$2,665,438	$-611,267
2020	$1,027,823	$196,027	$3,404,796	$831,796
2019	$1,236,494	$2,117,546	$4,186,923	$-881,052
2018	$1,387,001	$349,867	$3,230,931	$1,037,134

CATHOLIC MEMORIAL SCHOOL FOUNDATION INC