ST AGNES CONSOLIDATED EDUCATIONAL FUND INC (EIN 391369229) - Form 990 Financial Analysis & Trantor Score

🔒

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

1981

Legal Domicile

Principal Officer

RICHARD JOHNSON

Phone

7156827620

Tax Period

2025-01-01 to 2025-12-31

ST AGNES CONSOLIDATED EDUCATIONAL FUND INC, founded in 1981, is a micro nonprofit that reported $63K in total revenue in fiscal year 2025. Revenue grew 8% year-over-year, indicating healthy expansion. Net assets of $628K represent 119 months of operating reserves.

Mission

FURTHER CATHOLIC EDUCATIONAL OPPORTUNITIES FOR THE GENERAL PUBLIC.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $15,567

Program Service Revenue $0

Investment Income $47,838

Other Revenue $0

TOTAL REVENUE $63,405

Expense Breakdown

Grants Paid $58,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $58,237

Other Expenses $6,511

TOTAL EXPENSES $64,511

Year-over-Year Comparison

	2025	2024	Change
Revenue	$63,405	$58,467	+0.1%
Expenses	$64,511	$45,985	+0.4%
Net Income	$-1,106	$12,482	-1.1%

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
RICHARD JOHNSON	PRESIDENT	N/A	Officer Director	$0	$0	$0
MICHAEL MASTERSON	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
KAREN HOGLUND	SECRETARY	N/A	Officer Director	$0	$0	$0
JULIE STIPETICH	TREASURER	N/A	Officer Director	$0	$0	$0
CLARENCE CAMPBELL	DIRECTOR	N/A	Director	$0	$0	$0
CINDY KOLLAUF	DIRECTOR	N/A	Director	$0	$0	$0
MARY FALL	DIRECTOR	N/A	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	$63,405	$64,511	$628,236	$-1,106
2024	$58,467	$45,985	$601,310	$12,482
2023	$36,527	$32,698	$578,247	$3,829
2022	$52,203	$187,826	$515,194	$-135,623
2021	$104,711	$45,308	$783,482	$59,403
2020	$33,290	$18,237	$718,582	$15,053
2019	$37,783	$36,708	$652,962	$1,075
2018	$35,508	$91,617	$559,276	$-56,109

ST AGNES CONSOLIDATED EDUCATIONAL FUND INC