PHILIPPINE JESUIT FOUNDATION (EIN 421588688) - 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

2003

Legal Domicile

Principal Officer

FERNVIEW ROBLES

Phone

6463701526

Tax Period

2024-01-01 to 2024-12-31

PHILIPPINE JESUIT FOUNDATION, founded in 2003, is a small nonprofit in the International Affairs sector that reported $515K in total revenue in fiscal year 2024.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO THE SOCIETY OF JESUS IN THE PHILIPPINES IN THEIR EDUCATIONAL, RELIGIOUS, APOSTOLIC AND CARITATIVE ACTIVITIES.

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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 $492,924

Program Service Revenue $0

Investment Income $21,707

Other Revenue $0

TOTAL REVENUE $514,631

Expense Breakdown

Grants Paid $517,141

Salaries & Benefits $0

Fundraising Expenses $1,904

Program Expenses $517,141

Other Expenses $24,633

TOTAL EXPENSES $541,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$514,631	$539,458	0.0%
Expenses	$541,774	$550,740	0.0%
Net Income	$-27,143	$-11,282	+1.4%

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

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
FR MARCOS LOUIS CATALAN JR SJ	PRESIDENT	1.00	Officer Director	$0	$0	$0
FR JOSEPH PARKES SJ	VICE PRESIDENT AND DIRECTOR	1.00	Officer Director	$0	$0	$0
PROF HENRY SCHWALBENBERG	TREASURER AND DIRECTOR	1.00	Officer Director	$0	$0	$0
FR VICTOR R SALANGA SJ	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
MS FERNVIEW ROBLES	EXECUTIVE DIRECTOR AND SECRETARY	30.00	Officer Director	$0	$0	$0
FR WILLIAM ABBOTT SJ	DIRECTOR	0.50	Director	$0	$0	$0
FR JOSE QUILONGQUILONG SJ	DIRECTOR	0.50	Director	$0	$0	$0
FR XAVIER OLIN SJ	DIRECTOR AND PROVINCIAL	0.50	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
2024	$514,631	$541,774	$1,113,659	$-27,143
2023	$539,458	$550,740	$970,153	$-11,282
2022	$553,875	$548,626	$821,165	$5,249
2021	$486,449	$493,709	$1,067,046	$-7,260
2020	$481,419	$491,424	$995,076	$-10,005
2019	$347,642	$365,061	$823,444	$-17,419
2018	$867,404	$248,314	$884,242	$619,090

PHILIPPINE JESUIT FOUNDATION