OBLATE SCHOOL OF THEOLOGY

🔒

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

1968

Legal Domicile

Principal Officer

RENE ESPINOSA

Phone

2103411366

Tax Period

2022-07-01 to 2023-06-30

OBLATE SCHOOL OF THEOLOGY, founded in 1968, is a community nonprofit in the Education sector that reported $7.2M in total revenue in fiscal year 2022. Revenue fell 28% from the prior year — a significant decline worth monitoring. Expenses of $8.8M exceeded revenue, resulting in a 22% operating deficit.

Mission

INSPIRED BY THE CHARISM OF THE MISSIONARY OBLATES OF MARY IMMACULATE, OBLATE SCHOOL OF THEOLOGY EDUCATES, FORMS, AND RENEWS MEN AND WOMEN TO "PREACH THE GOSPEL TO THE MOST ABANDONED."

Program Service Accomplishments

Program 1

Expenses: $5,131,286 Revenue: $2,857,783

OBLATE SCHOOL OF THEOLOGY (OST) IS AN ACCREDITED CATHOLIC SCHOOL OF THEOLOGY OFFERING GRADUATE LEVEL PROGRAMS IN THEOLOGY, PASTORAL MINISTRY AND DIVINITY, A DOCTORAL PROGRAM IN MINISTRY, AND A PHD...

OBLATE SCHOOL OF THEOLOGY (OST) IS AN ACCREDITED CATHOLIC SCHOOL OF THEOLOGY OFFERING GRADUATE LEVEL PROGRAMS IN THEOLOGY, PASTORAL MINISTRY AND DIVINITY, A DOCTORAL PROGRAM IN MINISTRY, AND A PHD PROGRAM IN SPIRITUALITY. OST PREPARES MEN FOR PRIESTHOOD FROM MANY DIOCESES AND RELIGIOUS COMMUNITIES ACROSS THE UNITED STATES AND ABROAD. OST ALSO PREPARES MEN AND WOMEN,RELIGIOUS AS WELL AS LAITY, FROM CATHOLIC AND OTHER CHRISTIAN TRADITIONS FOR A VARIETY OF MINISTRIES. DURING FISCAL YEAR 2023 OST PROVIDED EDUCATIONAL SERVICES FOR APPROXIMATELY 202 STUDENTS IN DEGREE PROGRAMS, 207 STUDENTS IN CERTIFICATE PROGRAMS, AND APPROXIMATELY 4,400 PARTICIPANTS AT 44 CONTINUING EDUCATION EVENTS. OST ISSUED DEGREES TO 34 STUDENTS IN MASTERS PROGRAMS, 3 DOCTORAL PROGRAM STUDENTS, 3 PHD STUDENTS, AND 93 STUDENTS IN VARIOUS CERTIFICATE PROGRAMS.

Program 2

Expenses: $505,585 Revenue: $464,372

THE MINISTRY TO MINISTERS (MTM) PROGRAM OFFERS ACTIVE MINISTERS A FOUR MONTH PROGRAM OF RENEWAL ADDRESSING THE NEEDS OF BODY, MIND AND SPIRIT. THE MTM PROGRAM IS OFFERED TWICE A YEAR. PARTICIPANTS IN THIS PROGRAM ARE HOUSED IN A FACILITY THAT ACCOMMODATES UP TO 25 PEOPLE AT A TIME. DURING FISCAL YEAR 2023 THE PROGRAM HOSTED 38 PARTICIPANTS AND PROVIDED THEM WITH ROOM AND BOARD, MINI-COURSES AND WORKSHOPS FOCUSED ON THEOLOGICAL UPDATING AND RENEWAL, AS WELL AS TOPICS ON INTEGRATIVE SPIRITUALITY.

Program 3

Expenses: $955,040 Revenue: $353,006

THE OBLATE RENEWAL CENTER (ORC) IS A FACILITY FOR RELIGIOUS CONFERENCES, WORKSHOPS, RETREATS, AND SPIRITUAL COUNSELING. THE FACILITIES INCLUDE 3 CONFERENCE ROOMS, SEVERAL SMALLER BREAKOUT ROOMS...

THE OBLATE RENEWAL CENTER (ORC) IS A FACILITY FOR RELIGIOUS CONFERENCES, WORKSHOPS, RETREATS, AND SPIRITUAL COUNSELING. THE FACILITIES INCLUDE 3 CONFERENCE ROOMS, SEVERAL SMALLER BREAKOUT ROOMS, LIBRARY, CLASSROOMS AND 60 GUEST ROOMS WITH PRIVATE BATHS. DURING FISCAL YEAR 2023, THE ORC HELD APPROXIMATELY 61 EVENTS RELATED TO RELIGIOUS AND SPIRITUAL CONFERENCES, WORKSHOPS, AND RETREATS AND SERVED AND ACCOMMODATED APPROXIMATELY 11,146 GUESTS DURING THESE EVENTS. ADDITIONALLY, THE ORC RECEIVED $398,000 OF DONATED USE OF FACILITIES WHICH ARE NOT INCLUDED IN THE REVENUE AND EXPENSE REPORTED IN PART III.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $3,152,701

Program Service Revenue $3,666,961

Investment Income $23,494

Other Revenue $320,445

TOTAL REVENUE $7,163,601

Expense Breakdown

Grants Paid $706,272

Salaries & Benefits $0

Fundraising Expenses $67,070

Program Expenses $6,591,911

Other Expenses $8,059,829

TOTAL EXPENSES $8,772,101

Year-over-Year Comparison

	2022	2021	Change
Revenue	$7,163,601	$9,892,922	-0.3%
Expenses	$8,772,101	$8,622,889	+0.0%
Net Income	$-1,608,500	$1,270,033	-2.3%

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

N/A

Volunteers

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

$482,054

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VERY REV LOUIS STUDER OMI	CHAIRMAN	5.00	Officer Director	$0	$0	$0
REV ARTHUR FLORES OMI	VICE CHAIR	5.00	Officer Director	$0	$0	$0
REV JIM CHAMBERS OMI	SEC/TREASURER	5.00	Officer Director	$0	$0	$0
MR RICHARD ACOSTA	TRUSTEE	5.00	Director	$0	$0	$0
MR STEVE AVERY	TRUSTEE	5.00	Director	$0	$0	$0
DR LORRAINE BARNES	TRUSTEE	5.00	Director	$0	$0	$0
MRS GAYLE MARIE BENSON HOMI	TRUSTEE	5.00	Director	$0	$0	$0
REV JIM BROBST OMI	TRUSTEE	5.00	Director	$0	$0	$0
MOST REV SYLVESTER DAVIS OMI	TRUSTEE	5.00	Director	$0	$0	$0
MS JASMINE AZIMA	TRUSTEE	5.00	Director	$0	$0	$0
MR JAMES ELLER	TRUSTEE	5.00	Director	$0	$0	$0
MOST REV GUSTAVO GARCIA-SILLER MSPS	TRUSTEE	5.00	Director	$0	$0	$0
MRS GINGER KEMMY	TRUSTEE	5.00	Director	$0	$0	$0
REV JOHN KINGBURY CSSR	TRUSTEE	5.00	Director	$0	$0	$0
MR ROBERT C KUSENBERGER JR CPA	TRUSTEE	5.00	Director	$0	$0	$0
SR TERESA MAYA CCVI	TRUSTEE	5.00	Director	$0	$0	$0
MOST REV MICHAEL F OLSON STD MA	TRUSTEE	5.00	Director	$0	$0	$0
REV JIM MYERS PSS	TRUSTEE	5.00	Director	$0	$0	$0
REV DALE SCHLITT OMI	TRUSTEE	5.00	Director	$0	$0	$0
SR JANE ANN SLATER CDP PHD	TRUSTEE	5.00	Director	$0	$0	$0
MS VANESSA VANCE	TRUSTEE	5.00	Director	$0	$0	$0
REV RUFUS WHITLEY OMI	TRUSTEE	5.00	Director	$0	$0	$0
DR CAROLYN WOO	TRUSTEE	5.00	Director	$0	$0	$0
MR RENE ESPINOSA	VP-ADMIN AND FINANCE	40.00	Officer	$0	$37,017	$151,884
MRS CLAUDIA GARCIA	VP-INST ADVANCEMENT	40.00	Officer	$0	$15,210	$107,962
REV KENNETH HANNON OMI	VP-ACADEMIC AFFAIRS	40.00	Officer	$0	$6,571	$78,057
REV JOSE ANATONIO PONCE DIAZ OMI	VP-MISSION	20.00	Officer	$0	$3,285	$31,908
MR SCOTT WOODWARD	PRESIDENT	40.00	Officer	$0	$14,364	$112,243
MR PHILIP SHELDRAKE	PROFESSOR	40.00	Highest	$0	$0	$114,994

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	No data	No data	No data	No data
2023	$7,163,601	$8,772,101	$58,198,278	$-1,608,500
2022	$9,892,922	$8,622,889	$56,887,314	$1,270,033
2021	$6,322,034	$8,276,059	$58,890,868	$-1,954,025
2020	$8,767,575	$8,665,245	$48,527,305	$102,330
2019	$7,211,054	$8,646,559	$47,944,073	$-1,435,505
2018	$5,852,831	$7,886,538	$49,120,155	$-2,033,707