SS PETER AND PAULS EDUCATIONAL FOUNDATION (EIN 431260935) - 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

1982

Legal Domicile

Principal Officer

James Michael Conway

Phone

6605371349

Tax Period

2024-01-01 to 2024-12-31

SS PETER AND PAULS EDUCATIONAL FOUNDATION, founded in 1982, is a small nonprofit that reported $120K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $53K, a strong 45% operating margin.

Mission

Ss. Peter & Paul's Educational Foundation was formed to support Catholic education.

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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 $44,742

Program Service Revenue $0

Investment Income $74,867

Other Revenue $0

TOTAL REVENUE $119,609

Expense Breakdown

Grants Paid $65,633

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,633

Other Expenses $505

TOTAL EXPENSES $66,138

Year-over-Year Comparison

	2024	2023	Change
Revenue	$119,609	$147,046	-0.2%
Expenses	$66,138	$59,324	+0.1%
Net Income	$53,471	$87,722	-0.4%

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

$33,749

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rev Mark Smith	Trustee	0.10	Director	$0	$13,116	$33,749
Brian Lutz	Trustee & PRESIDENT	0.10	Officer Director	$0	$0	$0
Brent Drummond	Trustee & VICE-PRESIDENT	0.10	Officer Director	$0	$0	$0
Sam Smith	Trustee	0.10	Director	$0	$0	$0
Allison Frederick	Trustee	0.10	Director	$0	$0	$0
James Michael Conway	SECRETARY-TREASURER	1.00	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
2024	$119,609	$66,138	$1,330,763	$53,471
2023	$147,046	$59,324	$1,277,292	$87,722
2022	$50,710	$53,906	$1,189,570	$-3,196
2021	$73,575	$49,056	$1,192,766	$24,519
2020	$72,243	$51,665	$1,168,247	$20,578

SS PETER AND PAULS EDUCATIONAL FOUNDATION