ST BENEDICT CLASSICAL ACADEMY INC (EIN 463090230) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

JAMES L BOREN JR

Phone

5086501900

Tax Period

2024-07-01 to 2025-06-30

ST BENEDICT CLASSICAL ACADEMY INC, founded in 2013, is a mid-sized nonprofit in the Education sector that reported $10.8M in total revenue in fiscal year 2024. The organization ran a surplus of $5.5M, a strong 51% operating margin.

Mission

ST. BENEDICT CLASSICAL ACADEMY, INC. IS A CO-ED INDEPENDENT SCHOOL THAT OFFERS A CLASSICAL EDUCATION IN THE CATHOLIC TRADITION FOR STUDENTS IN PRE-KINDERGARTEN THROUGH GRADE 8.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,314,696

Program Service Revenue $3,185,610

Investment Income $0

Other Revenue $316,337

TOTAL REVENUE $10,816,643

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,554,638

Fundraising Expenses $209,693

Program Expenses $4,099,626

Other Expenses $1,786,531

TOTAL EXPENSES $5,341,169

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,816,643	$10,361,185	+0.0%
Expenses	$5,341,169	$3,470,723	+0.5%
Net Income	$5,475,474	$6,890,462	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$280,281

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL BACHIOCHI	CHAIRMAN OF BOARD	2.00	Officer Director	$0	$0	$0
JOHN DEMATTEO	TREASURER	2.00	Officer Director	$0	$0	$0
NATHALIE CALVO	CLERK	2.00	Officer Director	$0	$0	$0
TOM CARROLL	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS BIGGINS	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
MARY BETH KLEE	DIRECTOR	2.00	Director	$0	$0	$0
FR ERIC CADIN	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL MARCUCCI	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS FISHER	DIRECTOR	2.00	Director	$0	$0	$0
AMY CHANDRAN	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL NERBONNE	DIRECTOR	2.00	Director	$0	$0	$0
SARA POULOS	DIRECTOR	2.00	Director	$0	$0	$0
ADAM SUBBER	DIRECTOR	2.00	Director	$0	$0	$0
BRET O'BRIEN	DIRECTOR	2.00	Director	$0	$0	$0
JAMES L BOREN JR	HEAD OF SCHOOL	40.00	Officer	$222,103	$58,178	$280,281
ALEX NEWSOME	DEAN OF STUDENTS	40.00	Highest	$117,375	$13,106	$130,481
IVY SCHMALZRIED	DIRECTOR OF COMMUNICATIONS	40.00	Highest	$106,950	$13,106	$120,056
HADLEY KEEFE	DIRECTOR OF ENROLLMENT	40.00	Highest	$113,000	$52,006	$165,006

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	$10,816,643	$5,341,169	$28,899,639	$5,475,474
2024	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,395,400	$2,926,904	$11,661,274	$468,496
2022	$3,137,870	$2,062,956	$10,642,527	$1,074,914
2021	$5,447,799	$1,563,737	$9,394,767	$3,884,062
2020	$1,069,792	$1,281,313	$5,648,187	$-211,521
2018	$2,096,320	$1,000,358	$1,924,766	$1,095,962

ST BENEDICT CLASSICAL ACADEMY INC