Arthur M Jawad Education Fund For St Joseph Notre Dame High School (EIN 710922196) - 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

2002

Legal Domicile

Principal Officer

Anthony Aiello

Phone

5105231526

Tax Period

2024-07-01 to 2025-06-30

Arthur M Jawad Education Fund For St Joseph Notre Dame High School, founded in 2002, is a small nonprofit in the Education sector that reported $762K in total revenue in fiscal year 2024. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $207K, a strong 27% operating margin.

Mission

The organization is operated exclusively for the support of St. Joseph Notre Dame 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $762,117

Other Revenue $0

TOTAL REVENUE $762,117

Expense Breakdown

Grants Paid $500,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $500,000

Other Expenses $54,908

TOTAL EXPENSES $554,908

Year-over-Year Comparison

	2024	2023	Change
Revenue	$762,117	$415,233	+0.8%
Expenses	$554,908	$617,699	-0.1%
Net Income	$207,209	$-202,466	-2.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jim Mooney	Vice President	2.00	Officer Director	$0	$0	$0
Margie Ratto -Young	Director	2.00	Director	$0	$0	$0
Diego Flores	Director	2.00	Director	$0	$0	$0
Dan Prislin	Secretary	2.00	Officer Director	$0	$0	$0
Anthony Aiello	President	2.00	Officer Director	$0	$0	$0
Michelle Harvey	Director	2.00	Director	$0	$0	$0
Elizabeth Dollar	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	$762,117	$554,908	$17,037,646	$207,209
2024	$415,233	$617,699	$15,563,518	$-202,466
2023	$341,881	$576,496	$14,389,656	$-234,615
2022	$802,242	$758,972	$13,342,596	$43,270
2021	$4,151,983	$610,637	$16,902,850	$3,541,346
2020	$274,655	$709,422	$14,619,739	$-434,767
2019	$307,114	$551,699	$15,691,434	$-244,585

Arthur M Jawad Education Fund For St Joseph Notre Dame High School