THE FOUNDATION FOR THE BENEFIT OF HELIAS CATHOLIC HIGH SCHOOL INC (EIN 431064064) - 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

1974

Legal Domicile

Principal Officer

MIKE BRUNS

Phone

5736356139

Tax Period

2023-09-01 to 2024-08-31

THE FOUNDATION FOR THE BENEFIT OF HELIAS CATHOLIC HIGH SCHOOL INC, founded in 1974, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Expenses of $2.7M exceeded revenue, resulting in a 35% operating deficit.

Mission

TO SECURE PRIVATE GIFT SUPPORT, TO INVEST AND DISBURSE THE FUNDS IN ITS CARE, AND TO SUPPLEMENT AND SUPPORT THE MISSION OF THE SCHOOL. THE FOUNDATION'S ROLE ALSO INCLUDES SUPPORT OF GENERAL OPERATIONS, CAPITAL IMPROVEMENTS, AND CONTINUAL GROWTH OF AN ENDOWMENT FUND. IN ALL ITS POLICIES AND OPERATIONS, THE FOUNDATION IS GUIDED BY THE GREATER GOOD OF HELIAS CATHOLIC HIGH SCHOOL.

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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 $1,118,911

Program Service Revenue $16,815

Investment Income $882,490

Other Revenue $-4,804

TOTAL REVENUE $2,013,412

Expense Breakdown

Grants Paid $2,325,799

Salaries & Benefits $202,827

Fundraising Expenses $93,403

Program Expenses $2,444,816

Other Expenses $190,291

TOTAL EXPENSES $2,718,917

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,013,412	$1,523,989	+0.3%
Expenses	$2,718,917	$1,283,742	+1.1%
Net Income	$-705,505	$240,247	-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

Volunteers

113

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

$86,787

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRIS SCHNEIDER	TREASURER	1.00	Officer Director	$0	$0	$0
KATELYN KNOX	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN DOWDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIE HENTGES	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAY BROUGHTON	BOARD MEMBER	1.00	Director	$0	$0	$0
GAIL STROPE	BOARD MEMBER	1.00	Director	$0	$0	$0
MELISSA KLEFFNER-WANSING	PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL MINGUCCI	BOARD MEMBER	1.00	Director	$0	$0	$0
TONY BRENNEKE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PATRICK BONNOT	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI BRUCE	SECRETARY	1.00	Officer Director	$0	$0	$0
JENNIFER SCHNIEDERS	BOARD MEMBER	1.00	Director	$0	$0	$0
JONATHAN SCHNIEDERS	BOARD MEMBER	1.00	Director	$0	$0	$0
DARRYL WINEGAR	BOARD MEMBER	1.00	Director	$0	$0	$0
COURTNEY PLEUS	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL WINTER	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL J BRUNS	EXECUTIVE DIRECTOR	40.00	Officer	$65,600	$21,187	$86,787

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	$2,013,412	$2,718,917	$21,562,490	$-705,505
2023	$1,523,989	$1,283,742	$20,050,791	$240,247
2022	$1,758,502	$902,868	$18,634,145	$855,634
2021	$2,050,948	$825,887	$21,189,342	$1,225,061
2020	$2,930,448	$961,085	$17,216,083	$1,969,363
2018	$2,679,370	$4,129,309	$14,397,064	$-1,449,939

THE FOUNDATION FOR THE BENEFIT OF HELIAS CATHOLIC HIGH SCHOOL INC