ST AGNES ACADEMY FOUNDATION (EIN 470644285) - 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

JOHN MCGHEHEY

Phone

3087622009

Tax Period

2024-05-01 to 2025-04-30

ST AGNES ACADEMY FOUNDATION, founded in 1982, is a small nonprofit that reported $373K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $167K, a strong 45% operating margin.

Mission

SUPPORT OPERATION OF ST AGNES ACADEMY SCHOOL

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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 $215,729

Program Service Revenue $0

Investment Income $89,940

Other Revenue $67,100

TOTAL REVENUE $372,769

Expense Breakdown

Grants Paid $185,913

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $185,913

Other Expenses $20,098

TOTAL EXPENSES $206,011

Year-over-Year Comparison

	2024	2023	Change
Revenue	$372,769	$221,775	+0.7%
Expenses	$206,011	$170,124	+0.2%
Net Income	$166,758	$51,651	+2.2%

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

N/A

Employees

N/A

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
CALLAN ACKERMAN	SECRETARY	Officer Director	$0	$0	$0
FR MATT KOPERSKI	TREASURER	Officer Director	$0	$0	$0
JOHN MCGHEHEY	PRESIDENT	Officer Director	$0	$0	$0
JAMES GIRARD	VICE PRESIDENT	Officer Director	$0	$0	$0
ROBERT PLACEK	DIRECTOR	Director	$0	$0	$0
DAN OLIGMUELLER	DIRECTOR	Director	$0	$0	$0
MOST REVERAND JOSEPH G HANEFELDT	DIRECTOR	Director	$0	$0	$0
BARBIE APPLEGARTH	DIRECTOR	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	$372,769	$206,011	$2,193,821	$166,758
2024	$221,775	$170,124	$2,027,063	$51,651
2023	$212,794	$236,443	$1,975,760	$-23,649
2022	$831,302	$190,500	$1,999,177	$640,802
2021	$168,695	$128,469	$1,358,375	$40,226
2020	$210,628	$161,359	$1,318,505	$49,269
2019	$214,512	$129,376	$1,269,358	$85,136

ST AGNES ACADEMY FOUNDATION