ST ANTHONY SCHOOL ENDOWMENT FUND I… - Form 990 Financial Data

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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

1982

Legal Domicile

Principal Officer

MATT HAMBY

Phone

9564284300

Tax Period

2023-01-01 to 2023-12-31

ST ANTHONY SCHOOL ENDOWMENT FUND INC, founded in 1982, is a micro nonprofit that reported $74K in total revenue in fiscal year 2023. Revenue surged 149% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 81% operating margin.

Mission

SUPPORTS ST ANTHONYS CATHOLIC SCHOOL BY MANAGING FUNDS AND SOLICITING CONTRIBUTIONS IN ORDER TO CONTRIBUTE TO THE SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $14,119 Revenue: $73,948

MANAGED FUNDS AND SOLICITED DONATIONS THE BOARD COULD NOT MAKE ANY GRANTS TO THE SCHOOL IN 2023 BECAUSE WE WERE TRYING TO REBUILD UNRESTRICTED FUNDS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $508

Program Service Revenue $0

Investment Income $73,440

Other Revenue $0

TOTAL REVENUE $73,948

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,119

Other Expenses $14,119

TOTAL EXPENSES $14,119

Year-over-Year Comparison

	2023	2022	Change
Revenue	$73,948	$29,655	+1.5%
Expenses	$14,119	$13,836	+0.0%
Net Income	$59,829	$15,819	+2.8%

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
LAWRENCE DAHM	VICE CHAIRPE	N/A	Officer Director	$0	$0	$0
REV JESUS GARZA	TRUSTEE	N/A	Director	$0	$0	$0
MATT HAMBY	TREASURER	N/A	Officer Director	$0	$0	$0
DAVID HEFFERNAN	TRUSTEE	N/A	Director	$0	$0	$0
TROLENA LOYA	CHAIRPERSON	N/A	Officer Director	$0	$0	$0
MATTHEW SWARTZ	TRUSTEE	N/A	Director	$0	$0	$0
BONNIE VILLARREAL	TRUSTEE	N/A	Director	$0	$0	$0
RICHARD WHITWORTH	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
2023	$73,948	$14,119	$1,356,516	$59,829
2022	$29,655	$13,836	$1,189,869	$15,819
2021	$84,561	$135,078	$1,382,102	$-50,517
2020	$53,754	$305,211	$1,335,055	$-251,457

ST ANTHONY SCHOOL ENDOWMENT FUND INC