OBLATE SCHOOL OF THEOLOGY (EIN 741357323) - 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

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

TO EDUCATE, FORM, AND RENEW MEN AND WOMEN TO "PREACH THE GOSPEL TO THE MOST ABANDONED."

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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 (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

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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

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

OBLATE SCHOOL OF THEOLOGY