NATIVITY ACADEMY AT SAINT BONIFACE

EIN: 510450314 501(c)(3) Education

LOUISVILLE, KY

Total Revenue
$1,961,016
Total Expenses
$1,689,750
Total Assets
$3,927,624
Net Assets
$3,847,784
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
KY
Principal Officer
MEGHAN WEYLAND
Phone
5028553314
Tax Period
2024-07-01 to 2025-06-30

NATIVITY ACADEMY AT SAINT BONIFACE, founded in 2002, is a community nonprofit in the Education sector that reported $2.0M in total revenue in fiscal year 2024. Expenses of $1.7M left a modest 14% surplus.

Mission

NATIVITY ACADEMY AT ST. BONIFACE IS AN INDEPENDENT, CATHOLIC MIDDLE SCHOOL THAT PROVIDES A FOUNDATION FOR A LIFE WITHOUT LIMITS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,797,221
Program Service Revenue $56,695
Investment Income $100,268
Other Revenue $6,832
TOTAL REVENUE $1,961,016

Expense Breakdown

Grants Paid $0
Salaries & Benefits $940,684
Fundraising Expenses $167,335
Program Expenses $1,270,082
Other Expenses $749,066
TOTAL EXPENSES $1,689,750

Year-over-Year Comparison

2024 2023 Change
Revenue $1,961,016 $1,841,649 +0.1%
Expenses $1,689,750 $1,604,286 +0.1%
Net Income $271,266 $237,363 +0.1%
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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Governance

Voting Members
23
Independent Members
23
Employees
22
Volunteers
50

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
8
$158,166
Total Directors
23
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AMY OLSON EXECUTIVE DI 40.00
Officer
$123,798 $19,015 $142,813
STEVE CORZINE INTERIM ED 24.00
Officer
$15,102 $0 $15,102
MEGHAN WEYLAND PRESIDENT 11.00
Officer
$0 $251 $251
LAUREN BROADUS BOARD MEMBER 1.00
Director
$0 $0 $0
TIMOTHY C BROWN BOARD MEMBER 1.00
Director
$0 $0 $0
RIA CHANDLER BOARD MEMBER 1.00
Director
$0 $0 $0
MARGIE CHARASIKA BOARD MEMBER 1.00
Director
$0 $0 $0
TONY COLYER BOARD MEMBER 1.00
Director
$0 $0 $0
KAREN CRAWFORD BOARD MEMBER 1.00
Director
$0 $0 $0
STEVE EMBRY SECRETARY 1.00
Officer Director
$0 $0 $0
TIM HAGERTY BOARD MEMBER 1.00
Director
$0 $0 $0
SARAH HELLMAN BOARD MEMBER 1.00
Director
$0 $0 $0
JONATHAN HUGHES CHAIR APPOIN 1.00
Officer Director
$0 $0 $0
PETER KLEIN CHAIR 1.00
Officer Director
$0 $0 $0
KARA MASON BOARD MEMBER 1.00
Director
$0 $0 $0
CLAUDIA PERALTA-MUDD BOARD MEMBER 1.00
Director
$0 $0 $0
LUKE REBHOLZ BOARD MEMBER 1.00
Director
$0 $0 $0
TIMOTHY RUTLEDGE BOARD MEMBER 1.00
Director
$0 $0 $0
CONSUELO SANTILLAN BOARD MEMBER 1.00
Director
$0 $0 $0
JIM STEVISON TREASURER 1.00
Officer Director
$0 $0 $0
CHIP SUMMERS VICE CHAIR 1.00
Officer Director
$0 $0 $0
BEN TAYLER BOARD MEMBER 1.00
Director
$0 $0 $0
TAYLOR TOWNSEND BOARD MEMBER 1.00
Director
$0 $0 $0
BILL WALTERS BOARD MEMBER 1.00
Director
$0 $0 $0
DR WILLIAM WELLS BOARD MEMBER 1.00
Director
$0 $0 $0
SCOTT ZOPPOTH BOARD MEMBER 1.00
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 $1,961,016 $1,689,750 $3,927,624 $271,266
2024 $1,841,649 $1,604,286 $3,521,621 $237,363
2023 $1,894,160 $1,489,956 $3,139,706 $404,204
2022 $1,603,345 $1,303,244 $2,637,788 $300,101
2021 $1,654,124 $1,357,151 $2,667,812 $296,973
2020 $1,483,776 $1,450,379 $2,027,016 $33,397
2019 $1,396,378 $1,434,494 $1,992,282 $-38,116
2018 $1,290,470 $1,419,132 $1,982,232 $-128,662
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