OUR LADY OF VICTORY SCHOOL ENDOWMENT FUND (EIN 742180683) - 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

1981

Legal Domicile

Principal Officer

REV KIRBY HLAVATY

Phone

3615754741

Tax Period

2024-05-01 to 2025-04-30

OUR LADY OF VICTORY SCHOOL ENDOWMENT FUND, founded in 1981, is a micro nonprofit that reported $53K in total revenue in fiscal year 2024. The organization ran a surplus of $39K, a strong 73% operating margin.

Mission

THE EXCLUSIVE PURPOSE OF THIS TRUST IS TO PROVIDE FINANCIAL ASSISTANCE TO THE TRUSTOR, OUR LADY OF VICTORY 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 $2,000

Program Service Revenue $0

Investment Income $51,346

Other Revenue $0

TOTAL REVENUE $53,346

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,304

Other Expenses $14,158

TOTAL EXPENSES $14,158

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,346	$54,779	0.0%
Expenses	$14,158	$22,273	-0.4%
Net Income	$39,188	$32,506	+0.2%

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
REV KIRBY HLAVATY	TRUSTEE	N/A	Director	$0	$0	$0
LYNN MIORI	TRUSTEE	N/A	Director	$0	$0	$0
MEGAN CRANE	TRUSTEE	N/A	Director	$0	$0	$0
JUSTIN MATIAS	TRUSTEE	N/A	Director	$0	$0	$0
JOHN MCQUILLEN	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	$53,346	$14,158	$432,258	$39,188
2024	$54,779	$22,273	$391,054	$32,506
2023	$8,619	$6,723	$358,548	$1,896
2022	$13,725	$10,163	$356,652	$3,562
2021	$17,548	$7,511	$353,090	$10,037
2020	$18,498	$9,054	$343,053	$9,444
2019	$11,168	$8,844	$333,609	$2,324

OUR LADY OF VICTORY SCHOOL ENDOWMENT FUND