ST MICHAEL'S SCHOOL FOUNDATION (EIN 541869014) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

MICHAEL K JACKSON

Phone

8042723514

Tax Period

2024-07-01 to 2025-06-30

ST MICHAEL'S SCHOOL FOUNDATION, founded in 1997, is a micro nonprofit in the Education sector that reported $14K in total revenue in fiscal year 2017. Revenue decreased 19% compared to the prior year.

Mission

THE PURPOSE OF THE FOUNDATION IS TO RAISE, MANAGE, INVEST AND DISBURSE FUNDS AND MAKE LOANS FOR NON-OPERATIONAL PROJECTS FOR THE SOLE BENEFIT OF ST. MICHAEL'S EPISCOPAL SCHOOL IN RICHMOND, VA, INCLUDING BUILDING AND EQUIPMENT PROJECTS, SPECIAL PROGRAMS AND SCHOLARSHIPS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,800,000

Program Service Revenue $0

Investment Income $148,947

Other Revenue $0

TOTAL REVENUE $2,948,947

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $18,698

TOTAL EXPENSES $18,698

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,948,947	$23,600	+124.0%
Expenses	$18,698	$6,858	+1.7%
Net Income	$2,930,249	$16,742	+174.0%

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

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

$452,132

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH MURPHY ROLLINS	CHAIRMAN	0.30	Officer Director	$0	$0	$0
KELSEY SALLEY	VICE CHAIRMAN	0.30	Officer Director	$0	$0	$0
WARD GOOD	TREASURER	0.30	Officer Director	$0	$0	$0
LAURA HAMLIN WEILER	SECRETARY	0.30	Officer Director	$0	$0	$0
ERIN RICHARDSON CARVER	DIRECTOR	0.30	Director	$0	$0	$0
JEUNEE J GODSEY	DIRECTOR	0.30	Director	$0	$0	$0
LYNN CROWDER GREER	DIRECTOR	0.30	Director	$0	$0	$0
SHANNON HARTON	DIRECTOR	0.30	Director	$0	$0	$0
JAMES KENNEDY	DIRECTOR	0.30	Director	$0	$0	$0
MEGAN MANN	DIRECTOR	0.30	Director	$0	$0	$0
MARION PRICE	DIRECTOR	0.30	Director	$0	$0	$0
VICKI LATHAM SOLOMON	DIRECTOR	0.30	Director	$0	$0	$0
JAMES WARREN JR	DIRECTOR	0.30	Director	$0	$0	$0
BRIAN WITTHOEFFT	DIRECTOR	0.30	Director	$0	$0	$0
ROBERT E GREGG III	HEAD OF SCHOOL	1.00	Officer	$0	$43,129	$327,592
MICHAEL K JACKSON	DIRECTOR OF FINANCE	1.00	Officer	$0	$5,655	$124,540

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	$2,948,947	$18,698	$3,532,731	$2,930,249
2024	$23,600	$6,858	$497,196	$16,742
2023	$14,171	$6,208	$445,580	$7,963
2022	$25,284	No data	$416,712	No data
2021	$9,219	No data	$472,437	No data
2020	$7,947	No data	$400,902	No data
2019	$11,715	No data	$379,978	No data
2018	$13,662	No data	$364,233	No data

ST MICHAEL'S SCHOOL FOUNDATION