ST JOSEPH HIGH SCHOOL ENDOWMENT FOUNDATION INC (EIN 391429357) - 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

Tax Period

2024-07-01 to 2025-06-30

ST JOSEPH HIGH SCHOOL ENDOWMENT FOUNDATION INC is a small nonprofit that reported $118K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $27K, a strong 23% operating margin.

Mission

THE ENDOWMENT FUND DISTRIBUTES EARNINGS TO ST JOSEPH CATHOLIC ACADEMY

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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 $152

Program Service Revenue $0

Investment Income $117,543

Other Revenue $0

TOTAL REVENUE $117,695

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $75,000

Other Expenses $16,077

TOTAL EXPENSES $91,077

Year-over-Year Comparison

	2024	2023	Change
Revenue	$117,695	$153,912	-0.2%
Expenses	$91,077	$167,012	-0.5%
Net Income	$26,618	$-13,100	-3.0%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
MICHAEL PITTS	Director	Director	$0	$0	$0
SISTER SILVIA LEONARDI	Director	Director	$0	$0	$0
CHRIS ZIARKO	Director	Director	$0	$0	$0
RACHAEL VIOLA	Director	Director	$0	$0	$0
TARA DAVISON	Director	Director	$0	$0	$0
JEFFREY DAVISON	Director	Director	$0	$0	$0
WILLIAM WHYTE	Vice President	Director	$0	$0	$0
NICK INFUSINO	Director	Director	$0	$0	$0
BROCK PORTILIA	President	Officer	$0	$0	$0
AMY CICCHINI	Secretary	Officer	$0	$0	$0
LISA GROVE	Treasurer	Officer	$0	$0	$0
GINA FRIEBUS	Vice President	Officer	$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	$117,695	$91,077	$1,564,442	$26,618
2024	$153,912	$167,012	$1,537,824	$-13,100
2023	$118,775	$63,006	$1,550,924	$55,769
2022	$-184,658	$94,769	$1,495,155	$-279,427
2021	$321,793	$93,261	$1,774,582	$228,532
2020	$39,964	$17,475	$1,546,050	$22,489
2019	$79,226	$68,591	$1,523,561	$10,635

ST JOSEPH HIGH SCHOOL ENDOWMENT FOUNDATION INC