NORTH PLATTE CATHOLIC SCHOOLS ENDOWMENT TRUST INC (EIN 470600543) - 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

1977

Principal Officer

WENDY DODSON

Phone

3085345939

Tax Period

2024-07-01 to 2025-06-30

NORTH PLATTE CATHOLIC SCHOOLS ENDOWMENT TRUST INC, founded in 1977, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 75% from the prior year, signaling strong growth momentum. Expenses of $2.5M left a modest 7% surplus.

Mission

TO ENCOURAGE, FOSTER, MAINTAIN, AND SUPPORT A FULL-TIME CATHOLIC EDUCATIONAL SYSTEM IN NORTH PLATTE, NEBRASKA.

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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 $1,872,280

Program Service Revenue $496,735

Investment Income $296,843

Other Revenue $1,169

TOTAL REVENUE $2,667,027

Expense Breakdown

Grants Paid $0

Salaries & Benefits $133,950

Fundraising Expenses $410,885

Program Expenses $1,753,641

Other Expenses $2,357,144

TOTAL EXPENSES $2,491,094

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,667,027	$1,528,235	+0.7%
Expenses	$2,491,094	$1,837,388	+0.4%
Net Income	$175,933	$-309,153	-1.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FR VIDYA SAGER ARIKOTLA	TRUSTEE	N/A	Director	$0	$0	$0
TROY BRANDT	TREASURER	N/A	Officer Director	$0	$0	$0
GWEN COVEY	TRUSTEE	N/A	Director	$0	$0	$0
JOSH KRAMER	TRUSTEE	N/A	Director	$0	$0	$0
MELISSA MOSEL	SECRETARY	N/A	Officer Director	$0	$0	$0
SEAN O'NEILL	TRUSTEE	N/A	Director	$0	$0	$0
DAN PHELPS	PRESIDENT	N/A	Officer Director	$0	$0	$0
FR JONATHAN SORENSEN	TRUSTEE	N/A	Director	$0	$0	$0
JORY TORRES	VICE PRESIDE	N/A	Officer 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	$2,667,027	$2,491,094	$5,068,798	$175,933
2024	$1,528,235	$1,837,388	$4,896,538	$-309,153
2023	$1,415,939	$1,389,870	$5,209,728	$26,069
2022	$1,905,369	$1,760,536	$5,187,681	$144,833
2021	$2,356,207	$1,431,232	$5,046,920	$924,975
2020	$1,374,589	$1,357,159	$3,974,257	$17,430
2019	$1,044,733	$1,233,181	$3,960,859	$-188,448

NORTH PLATTE CATHOLIC SCHOOLS ENDOWMENT TRUST INC