SAINT BERNARD ACADEMY (EIN 621395228) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

MARGARET RICHARDS

Phone

6153850440

Tax Period

2024-07-01 to 2025-06-30

SAINT BERNARD ACADEMY, founded in 1990, is a community nonprofit in the Education sector that reported $7.2M in total revenue in fiscal year 2024. Expenses of $6.9M left a modest 4% surplus.

Mission

A PRIVATE CATHOLIC CO-ED (GRADES K-8) SCHOOL WHOSE MISSION IS TO SERVE CHILDREN OF VARIED ABILITY LEVELS AND CHILDREN OF VARIOUS SOCIO-ECONOMIC, RACIAL, ETHNIC AND RELIGIOUS BACKGROUNDS. THE SCHOOL SERVICES APPROXIMATELY 366 STUDENTS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $649,213

Program Service Revenue $6,500,599

Investment Income $127,657

Other Revenue $-29,821

TOTAL REVENUE $7,247,648

Expense Breakdown

Grants Paid $380,825

Salaries & Benefits $4,709,006

Fundraising Expenses $130,586

Program Expenses $5,314,004

Other Expenses $1,859,803

TOTAL EXPENSES $6,949,634

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,247,648	$6,758,238	+0.1%
Expenses	$6,949,634	$6,402,428	+0.1%
Net Income	$298,014	$355,810	-0.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

111

Volunteers

125

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

$186,571

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSAY WRIGHT	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
JULIE BOOS	TREASURER & AUDIT COMMITTE	1.00	Officer Director	$0	$0	$0
DANIELE LAFRENIERE	SECRETARY	1.00	Officer Director	$0	$0	$0
ELIZABETH HERBERT	PRESIDENT	1.00	Officer Director	$0	$0	$0
PHILLIP MATTINGLY	PAST CHAIR	1.00	Officer Director	$0	$0	$0
MARY PIETRZYK	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN MULLOY	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRANCE DOHERTY	BOARD MEMBER	1.00	Director	$0	$0	$0
LATANDRA COLLINS	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL WORLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN TUMMINELLO	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDITH KAPP	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIFER THIBADEAU	BOARD MEMBER	1.00	Director	$0	$0	$0
PAZ HAYNES	BOARD MEMBER	1.00	Director	$0	$0	$0
MEGAN CLARK	BOARD MEMBER	1.00	Director	$0	$0	$0
TRAVIS KELTY	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLAN LESLIE	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATHER MIDDLETON	BOARD MEMBER	1.00	Director	$0	$0	$0
NICOLE SMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
CHASE WRIGHT	AUDIT CHAIR	1.00	Officer Director	$0	$0	$0
MARGARET RICHARDS	HEAD OF SCHOOL	60.00	Key Emp	$181,137	$5,434	$186,571
PAMULA PARKS	BUSINESS MANAGER	60.00	Highest	$127,377	$3,821	$131,198

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	$7,247,648	$6,949,634	$12,447,278	$298,014
2024	$6,758,238	$6,402,428	$12,027,274	$355,810
2023	$6,596,018	$6,126,100	$11,492,120	$469,918
2022	$6,696,150	$5,736,476	$11,092,456	$959,674
2021	$6,330,493	$5,387,434	$10,637,983	$943,059
2020	$5,712,298	$5,200,848	$10,540,725	$511,450

SAINT BERNARD ACADEMY