St Joseph School Foundation Inc

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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

1993

Legal Domicile

Principal Officer

Daniel Roling

Phone

6606769617

Tax Period

2024-07-01 to 2025-06-30

St Joseph School Foundation Inc, founded in 1993, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $185K in total revenue in fiscal year 2024. The organization ran a surplus of $60K, a strong 32% operating margin.

Mission

To help provide Catholic education for anyone who desires it.

Program Service Accomplishments

Program 1

Expenses: $119,812 Revenue: $0

The Foundation provides funds for utilities, textbooks, repairs, supplies and equipment for use in and by St. Joseph School and its 145 students.

Program 2

Expenses: $1,000 Revenue: $0

A college scholarship is provided each year from earnings on funds donated in memory of a deceased student.

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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 $27,788

Program Service Revenue $0

Investment Income $156,933

Other Revenue $0

TOTAL REVENUE $184,721

Expense Breakdown

Grants Paid $120,812

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,812

Other Expenses $4,139

TOTAL EXPENSES $124,951

Year-over-Year Comparison

	2024	2023	Change
Revenue	$184,721	$174,572	+0.1%
Expenses	$124,951	$146,501	-0.1%
Net Income	$59,770	$28,071	+1.1%

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
Daniel Roling	President	2.00	Officer Director	$0	$0	$0
Gail Zemerick	Secretary	2.00	Officer Director	$0	$0	$0
Robert Sturm	Treasurer	2.00	Officer Director	$0	$0	$0
Loren Enyeart	Director	1.00	Director	$0	$0	$0
Carla Fitzgerald	Director	1.00	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	$184,721	$124,951	$3,344,040	$59,770
2024	$174,572	$146,501	$3,135,277	$28,071
2023	$170,320	$236,024	$2,974,429	$-65,704
2022	$325,053	$178,698	$3,069,488	$146,355
2021	$160,251	$151,073	$3,145,873	$9,178
2020	$227,003	$997,420	$2,642,047	$-770,417