ST JOSEPHS EDUCATIONAL FOUNDATION … - Form 990 Financial Data

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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

Legal Domicile

Principal Officer

ANDREW LOFARO

Phone

8636838780

Tax Period

2023-01-01 to 2023-12-31

ST JOSEPHS EDUCATIONAL FOUNDATION INC is a small nonprofit in the Philanthropy & Grantmaking sector that reported $161K in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $129K, a strong 80% operating margin.

Mission

THE ORGANIZATION'S PRIMARY PURPOSE IS TO RAISE FUNDS TO PROVIDE TUITION ASSISTANCE TO LOCAL CATHOLIC SCHOOLS.

Program Service Accomplishments

Program 1

Expenses: $7,618

FIRST PROGRAM SERVICE ACHIEVEMENT IS TO PROVIDE FINANCIAL SUPPORT FOR TUITION ASSISTANCE TO LOCAL CATHOLIC SCHOOLS.

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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 $2,685

Program Service Revenue $0

Investment Income $158,307

Other Revenue $0

TOTAL REVENUE $160,992

Expense Breakdown

Grants Paid $5,885

Salaries & Benefits $0

Fundraising Expenses $9

Program Expenses $7,618

Other Expenses $26,239

TOTAL EXPENSES $32,124

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,992	$107,180	+0.5%
Expenses	$32,124	$157,550	-0.8%
Net Income	$128,868	$-50,370	-3.6%

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
MATTHEW FRANZINO	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL PILKA	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE MCQUEEN	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY MCKEEL	DIRECTOR	1.00	Director	$0	$0	$0
FR TIMOTHY LABO	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW LOFARO	PRESIDENT &	1.00	Officer Director	$0	$0	$0
GERRALYN PENNACHIO	TREASURER	1.00	Director	$0	$0	$0
PATTY BECKER	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
ANNA ADAM	DIRECTOR	1.00	Director	$0	$0	$0
LISA SCHAAL	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$160,992	$32,124	$5,324,387	$128,868
2022	$107,180	$157,550	$4,376,245	$-50,370
2021	$451,682	$210,327	$4,907,025	$241,355
2020	$724,162	$413,856	$4,849,736	$310,306
2019	$361,269	$382,293	$4,821,228	$-21,024
2018	$337,820	$400,041	$4,374,105	$-62,221
2017	$153,499	$354,459	$4,855,924	$-200,960

ST JOSEPHS EDUCATIONAL FOUNDATION INC