AQUINAS CATHOLIC SCHOOLS FOUNDATION INC (EIN 510162072) - 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

1975

Legal Domicile

Principal Officer

KATHY KEPPEL

Phone

6087840707

Tax Period

2024-07-01 to 2025-06-30

AQUINAS CATHOLIC SCHOOLS FOUNDATION INC, founded in 1975, is a community nonprofit in the Education sector that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 59% operating margin.

Mission

TO PROMOTE AND ENSURE THAT HIGH QUALITY CATHOLIC EDUCATION IS MADE AFFORDABLE AND ACCESSIBLE TO ALL IN THE LA CROSSE DEANERY THROUGH AQUINAS CATHOLIC 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 $2,050,936

Program Service Revenue $0

Investment Income $1,027,287

Other Revenue $330,744

TOTAL REVENUE $3,408,967

Expense Breakdown

Grants Paid $1,189,871

Salaries & Benefits $10,000

Fundraising Expenses $6,941

Program Expenses $1,224,063

Other Expenses $195,917

TOTAL EXPENSES $1,395,788

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,408,967	$2,651,819	+0.3%
Expenses	$1,395,788	$732,386	+0.9%
Net Income	$2,013,179	$1,919,433	+0.0%

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

N/A

Volunteers

120

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
BERENDES ANNIE	DIRECTOR	N/A	Director	$0	$0	$0
BINSFELD ANGELA	SECRETARY	N/A	Officer Director	$0	$0	$0
CONZEMIUS LISA	FACULTY REP	N/A	Director	$0	$0	$0
DESMOND MIKE	ASSOCIATED D	N/A	Director	$0	$0	$0
GRIFFITH PETER	DIRECTOR	N/A	Director	$0	$0	$0
HILLEGAS KATHLEEN	DIRECTOR	N/A	Director	$0	$0	$0
HLAVACKA ANNE	DIRECTOR	N/A	Director	$0	$0	$0
HOUSER ELISA	DIRECTOR	N/A	Director	$0	$0	$0
KACHEL MSGR STEVE	DEAN	N/A	Director	$0	$0	$0
KATHY KEPPEL	PRESIDENT	N/A	Officer Director	$0	$0	$0
KEY TARA	SCHOOL SYSTE	N/A	Director	$0	$0	$0
KNUTSON TED	ACS PRESIDEN	N/A	Director	$0	$0	$0
LUDLOW MATT	DIRECTOR	N/A	Director	$0	$0	$0
MATHY WILL	DIRECTOR	N/A	Director	$0	$0	$0
MILLER DAN	DIRECTOR	N/A	Director	$0	$0	$0
REINHART BRAD	DIRECTOR OF	N/A	Director	$0	$0	$0
ROUPE COREY	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
SCHNEIDER RICK	TREASURER	N/A	Director	$0	$0	$0
VOGEL DENNIS	DIRECTOR	N/A	Director	$0	$0	$0
WATSON MATT	DIRECTOR	N/A	Director	$0	$0	$0
WINTHEISER MIKE	DIRECTOR	N/A	Director	$0	$0	$0
ZAKY MARY	DIRECTOR	N/A	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	No data	No data	No data	No data
2025	$3,408,967	$1,395,788	$18,424,751	$2,013,179
2024	$2,651,819	$732,386	$15,656,863	$1,919,433
2023	$2,185,228	$802,906	$13,067,005	$1,382,322
2022	$1,767,822	$1,116,298	$11,279,481	$651,524
2021	$1,582,201	$851,805	$13,348,151	$730,396
2020	$2,126,248	$348,957	$10,409,520	$1,777,291
2019	$1,672,103	$558,792	$8,750,052	$1,113,311

AQUINAS CATHOLIC SCHOOLS FOUNDATION INC