ST ELIZABETH SCHOOL FOUNDATION INC (EIN 522249488) - 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

2000

Legal Domicile

Principal Officer

WAYNE FERBERT

Phone

4108895054

Tax Period

2024-07-01 to 2025-06-30

ST ELIZABETH SCHOOL FOUNDATION INC, founded in 2000, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 76% operating margin.

Mission

FOR THE BENEFIT OF ST. ELIZABETH SCHOOL, PRIMARILY FOR FUTURE BUILDING EXPANSION AND EMERGENCY NEEDS.

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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 $0

Program Service Revenue $0

Investment Income $990,287

Other Revenue $455,202

TOTAL REVENUE $1,445,489

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $259,740

Other Expenses $342,545

TOTAL EXPENSES $342,545

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,445,489	$1,025,495	+0.4%
Expenses	$342,545	$307,951	+0.1%
Net Income	$1,102,944	$717,544	+0.5%

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

N/A

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
TIM SCHERE	PRESIDENT	2.00	Officer Director	$0	$0	$0
SR MARCIA LUNZ OSF	SECRETARY	2.00	Officer Director	$0	$0	$0
ANNE GAWTHROP	DIRECTOR	2.00	Director	$0	$0	$0
WAYNE FERBERT	DIRECTOR	2.00	Director	$0	$0	$0
KYLE C MCDONELL	DIRECTOR	2.00	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	$1,445,489	$342,545	$23,139,680	$1,102,944
2024	$1,025,495	$307,951	$22,265,405	$717,544
2023	$1,025,975	$297,438	$21,133,016	$728,537
2022	$1,931,545	$301,656	$20,377,999	$1,629,889
2021	$1,603,208	$296,524	$21,532,700	$1,306,684
2020	$1,008,588	$692,917	$19,000,882	$315,671
2019	$922,066	$296,054	$19,164,175	$626,012
2018	$822,697	$91,448	$19,055,443	$731,249

ST ELIZABETH SCHOOL FOUNDATION INC