JOHN PAUL II SHRINE AND INSTITUTE INC (EIN 521547103) - 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

1987

Legal Domicile

Principal Officer

JOHN A MARRELLA

Phone

2037524000

Tax Period

2024-01-01 to 2024-12-31

JOHN PAUL II SHRINE AND INSTITUTE INC, founded in 1987, is a mid-sized nonprofit in the Community Improvement sector that reported $12.1M in total revenue in fiscal year 2024. Net assets of $39.3M represent 39 months of operating reserves.

Mission

OPERATION OF AN INSTITUTE WHICH PROVIDES POST-GRADUATE DEGREE AND NON-DEGREE COURSES OF STUDY IN THEOLOGY OF PERSON, MARRIAGE AND FAMILY, AND A WORLD-CLASS SHRINE DEPICTING THE LIFE AND LEGACY OF THE SAINT JOHN PAUL II AND ON CATHOLIC HERITAGE OF NORTH AMERICA.

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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 $11,199,603

Program Service Revenue $766,128

Investment Income $47,442

Other Revenue $96,711

TOTAL REVENUE $12,109,884

Expense Breakdown

Grants Paid $921,831

Salaries & Benefits $2,337,003

Fundraising Expenses $145,502

Program Expenses $10,702,091

Other Expenses $8,772,081

TOTAL EXPENSES $12,030,915

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,109,884	$11,543,184	+0.0%
Expenses	$12,030,915	$11,715,060	+0.0%
Net Income	$78,969	$-171,876	-1.5%

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

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

$5,256,768

Total Directors

$5,694,633

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL A ANDERSON	DIRECTOR/PAST PRESIDENT	1.00	Director	$0	$0	$196,944
ANTHONY V MINOPOLI	DIRECTOR	1.00	Director	$0	$45,296	$820,396
JOHN J KENNEDY	DIRECTOR/CHIEF FINANCIAL OFFICER	1.00	Officer Director	$0	$36,663	$924,817
PATRICK E KELLY	PRESIDENT	3.00	Officer Director	$0	$50,356	$1,901,587
ARTHUR LOUIS L PETERS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$112,262
JOHN A MARRELLA	SECRETARY	1.00	Officer Director	$0	$36,457	$844,946
RONALD F SCHWARZ	TREASURER	1.00	Officer Director	$0	$39,528	$413,589
MOST REV WILLIAM E LORI	DIRECTOR	1.00	Director	$0	$0	$138,750
PATRICK T MASON	PAST SECRETARY	1.00	Officer Director	$0	$38,955	$341,342
ANTHONY PICARELLO	EXECUTIVE DIRECTOR - ST. JPII SHRINE	40.00	Officer	$0	$48,679	$382,079
STEPHEN M FEILER	ASSISTANT SECRETARY	1.00	Officer	$0	$47,645	$336,146
REV ANTONIO LOPEZ	PROVOST/PROFESSOR	40.00	Officer	$0	$0	$0
JOSEPH C ATKINSON	ASSOCIATE PROFESSOR	40.00	Highest	$116,150	$38,202	$154,352
DAVID S CRAWFORD	DEAN/ASSOCIATE PROFESSOR	40.00	Highest	$135,524	$49,949	$185,473
MICHAEL HANBY	ASSOCIATE PROFESSOR	40.00	Highest	$107,031	$47,964	$154,995
DAVID L SCHINDLER JR	PROFESSOR	40.00	Highest	$119,879	$49,054	$168,933
NICHOLAS J HEALY	ASSOCIATE PROFESSOR	40.00	Highest	$106,650	$47,991	$154,641
DANIEL ROSSI	FORMER DIRECTOR	0.00		$0	$0	$33,350

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
2024	$12,109,884	$12,030,915	$48,747,590	$78,969
2023	$11,543,184	$11,715,060	$51,507,718	$-171,876
2022	$11,276,088	$11,274,124	$54,921,787	$1,964
2021	$10,309,041	$10,616,161	$57,870,594	$-307,120
2020	$13,034,042	$10,932,176	$62,181,054	$2,101,866
2019	$11,964,571	$11,406,323	$62,252,999	$558,248
2018	$12,011,516	$11,829,673	$64,743,125	$181,843

JOHN PAUL II SHRINE AND INSTITUTE INC