ST PHILIP SCHOOL ENDOWMENT FUND CHARITABLE TRUST (EIN 742057215) - 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

1979

Legal Domicile

Principal Officer

LAWRENCE HOELSCHER

Phone

9795436836

Tax Period

2024-04-01 to 2025-03-31

ST PHILIP SCHOOL ENDOWMENT FUND CHARITABLE TRUST, founded in 1979, is a small nonprofit in the Civil Rights & Advocacy sector that reported $194K in total revenue in fiscal year 2024. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $104K, a strong 54% operating margin.

Mission

THE ST. PHILIP SCHOOL ENDOWMENT IS AN ORGANIZATION THAT EXISTS TO PROVIDE AID FOR THE MAINTENANCE, SUPPORT, IMPROVEMENT AND OVERALL BETTERMENT OF ST. PHILIP THE APOSTLE CATHOLIC SCHOOL IN EL CAMPO, TEXAS.

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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 $12,065

Program Service Revenue $0

Investment Income $137,990

Other Revenue $43,949

TOTAL REVENUE $194,004

Expense Breakdown

Grants Paid $76,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $89,800

Other Expenses $13,800

TOTAL EXPENSES $89,800

Year-over-Year Comparison

	2024	2023	Change
Revenue	$194,004	$103,658	+0.9%
Expenses	$89,800	$84,482	+0.1%
Net Income	$104,204	$19,176	+4.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA BOLCIK	TRUSTEE	N/A	Director	$0	$0	$0
JAMES BOULIGNY	TRUSTEE	N/A	Director	$0	$0	$0
REV DALTON ERVIN	TRUSTEE	N/A	Director	$0	$0	$0
LAWRENCE HOELSCHER	TRUSTEE	N/A	Director	$0	$0	$0
GLORIA MAREK	TRUSTEE	N/A	Director	$0	$0	$0
KIM SOCHA	TRUSTEE	N/A	Director	$0	$0	$0
DAVID ZALMAN	TRUSTEE	N/A	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	$194,004	$89,800	$2,526,370	$104,204
2024	$103,658	$84,482	$2,423,743	$19,176
2023	$106,913	$12,931	$2,404,772	$93,982
2022	$426,178	$146,179	$2,311,119	$279,999
2021	$70,955	$81,003	$2,037,532	$-10,048

ST PHILIP SCHOOL ENDOWMENT FUND CHARITABLE TRUST