MARIAN MIDDLE SCHOOL

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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

2000

Legal Domicile

Principal Officer

MARY ELIZABETH GRIMES

Phone

3147717674

Tax Period

2024-07-01 to 2025-06-30

MARIAN MIDDLE SCHOOL, founded in 2000, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $2.7M left a modest 15% surplus.

Mission

MARIAN MIDDLE SCHOOL SERVES ADOLESCENT GIRLS OF ALL RELIGIOUS, RACIAL, AND ETHNIC BACKGROUNDS. WE ARE COMMITTED TO BREAKING THE CYCLE OF POVERTY BY FOSTERING COMPREHENSIVE DEVELOPMENT AS A FOUNDATION FOR COLLEGE READINESS.

Program Service Accomplishments

Program 1

Expenses: $2,004,177 Revenue: $136,132

TO PROVIDE A CATHOLIC MIDDLE SCHOOL PROGRAM FOR YOUNG WOMEN. TO PROVIDE THEM WITH A FULL RANGE OF EDUCATIONAL EXPERIENCES TO PREPARE THEM FOR ENTRY INTO ACADEMICALLY STRONG HIGH SCHOOLS.

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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 $2,855,545

Program Service Revenue $31,101

Investment Income $258,539

Other Revenue $72,494

TOTAL REVENUE $3,217,679

Expense Breakdown

Grants Paid $322,460

Salaries & Benefits $1,487,273

Fundraising Expenses $538,640

Program Expenses $2,004,177

Other Expenses $927,299

TOTAL EXPENSES $2,737,032

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,217,679	$2,894,307	+0.1%
Expenses	$2,737,032	$2,797,847	0.0%
Net Income	$480,647	$96,460	+4.0%

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

Employees

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

$188,029

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SISTER MARIE FENNEWALD	MEMBER	1.00	Officer Director	$0	$0	$0
SISTER ROSALIE WISNIEWSKI	MEMBER	1.00	Officer Director	$0	$0	$0
CARLA JACKSON	DIRECTOR	1.00	Director	$0	$0	$0
LINDSAY SELNER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN A SHAUGHNESSY	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
ELIZABETH ANN GOODWIN	DIRECTOR	1.00	Director	$0	$0	$0
TRUDY HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
SR JANET KUCIEJCZYK	MEMBER	1.00	Officer Director	$0	$0	$0
SR BARBARA ROCHE	MEMBER	1.00	Officer Director	$0	$0	$0
JOHN MCARTHUR	DIRECTOR	1.00	Officer Director	$0	$0	$0
THERESA SHAW	TREASURER	1.00	Director	$0	$0	$0
LYNN ESCHENBACHER	DIRECTOR	1.00	Director	$0	$0	$0
KATHY GARDNER	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON HAUF	VICE CHAIR	1.00	Director	$0	$0	$0
AURELIA WEIL	MEMBER	1.00	Officer Director	$0	$0	$0
MARY BETH BULTE	DIRECTOR	1.00	Director	$0	$0	$0
ALEXIS HERSHEY	DIRECTOR	1.00	Director	$0	$0	$0
BEJOY MATHEW	DIRECTOR	1.00	Director	$0	$0	$0
PETER OUCHI	DIRECTOR	1.00	Director	$0	$0	$0
SISTER MARY BADER	MEMBER	1.00	Officer Director	$0	$0	$0
BRIAN DAVIES	DIRECTOR	1.00	Director	$0	$0	$0
BAILEY DIACON	YOUNG FRIENDS REP	1.00	Director	$0	$0	$0
KATRINA SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE MITCHELL	DIRECTOR	1.00	Director	$0	$0	$0
SISTER JANISE BERBERICH	MEMBER	1.00	Officer Director	$0	$0	$0
NATASHA DAS	DIRECTOR	1.00	Director	$0	$0	$0
ELLIOT GRAF	DIRECTOR	1.00	Director	$0	$0	$0
JENNA MIHM	DIRECTOR	1.00	Director	$0	$0	$0
NATASHA LEONARD-YOUNGER	DIRECTOR	1.00	Director	$0	$0	$0
ANGELLEEN PETERS-LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
MARY ELIZABETH GRIMES	PRESIDENT	40.00	Officer	$171,079	$16,950	$188,029

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	$3,217,679	$2,737,032	$11,002,206	$480,647
2024	$2,894,307	$2,797,847	$10,383,808	$96,460
2023	$3,541,402	$2,622,794	$10,209,071	$918,608
2022	$3,297,795	$2,373,138	$9,476,323	$924,657
2021	$2,718,147	$2,028,936	$9,307,657	$689,211
2020	$3,991,978	$6,606,021	$8,772,506	$-2,614,043
2019	$4,825,374	$1,916,618	$6,448,930	$2,908,756