ST JOSEPH EDUCATION ENDOWMENT FUND INC (EIN 593069931) - 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

1990

Legal Domicile

Principal Officer

DR PETER VERRILL

Phone

8632943144

Tax Period

2023-07-01 to 2024-06-30

ST JOSEPH EDUCATION ENDOWMENT FUND INC, founded in 1990, is a small nonprofit that reported $715K in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $478K, a strong 67% operating margin.

Mission

THE ENDOWMENT FUND CONTRIBUTES TO THE SUPPORT OF CHRISTIAN EDUCATION AT ST. JOSEPH CATHOLIC SCHOOL, ST. JOSEPH CATHOLIC CHURCH AND AT SANTE FE CATHOLIC HIGH SCHOOL.

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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 (2023)

Revenue Breakdown

Contributions & Grants $34,063

Program Service Revenue $0

Investment Income $355,140

Other Revenue $325,644

TOTAL REVENUE $714,847

Expense Breakdown

Grants Paid $231,620

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $231,620

Other Expenses $4,888

TOTAL EXPENSES $236,508

Year-over-Year Comparison

	2023	2022	Change
Revenue	$714,847	$491,319	+0.5%
Expenses	$236,508	$239,558	0.0%
Net Income	$478,339	$251,761	+0.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV TIM LABO PHD	PRESIDENT	0.50	Officer Director	$0	$0	$0
LAMAR EDWARDS	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
PETER VERRILL MD	SECRETARY	0.50	Officer Director	$0	$0	$0
DAVID NEAL DDS	TREASURER	0.50	Director	$0	$0	$0
KATIE COLLANY	DIRECTOR	0.50	Director	$0	$0	$0
GARY MOULTON	DIRECTOR	0.50	Director	$0	$0	$0
STEPHANY ODOM	DIRECTOR	0.50	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
2024	$714,847	$236,508	$4,876,765	$478,339
2023	$491,319	$239,558	$4,398,424	$251,761
2022	$515,201	$1,139,555	$4,146,663	$-624,354
2021	$1,178,757	$150,653	$4,771,017	$1,028,104
2020	$122,867	$148,024	$3,742,913	$-25,157
2019	$206,427	$148,136	$3,768,070	$58,291
2018	$360,880	$150,029	$3,709,779	$210,851

ST JOSEPH EDUCATION ENDOWMENT FUND INC