SAINT MARY'S HIGH SCHOOL SCHOLARSHIP & BENEFIT FUND (EIN 742547562) - 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

1984

Legal Domicile

Principal Officer

SCOTT WHITFIELD

Phone

6022512500

Tax Period

2024-07-01 to 2025-06-30

SAINT MARY'S HIGH SCHOOL SCHOLARSHIP & BENEFIT FUND, founded in 1984, is a small nonprofit that reported $284K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $262K, a strong 92% operating margin.

Mission

TO PROVIDE RESOURCES TO ST MARYS HIGH SCHOOL, STUDENTS, FACULTY AND STAFF TO ENSURE ACCESS TO EXCELLENT ACADEMIC,SOCIAL AND CULTURAL OPPORTUNITIES FOR ALL THE STUDENTS.

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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 $999

Program Service Revenue $0

Investment Income $44,121

Other Revenue $238,590

TOTAL REVENUE $283,710

Expense Breakdown

Grants Paid $20,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,694

Other Expenses $1,694

TOTAL EXPENSES $22,194

Year-over-Year Comparison

	2024	2023	Change
Revenue	$283,710	$258,778	+0.1%
Expenses	$22,194	$17,338	+0.3%
Net Income	$261,516	$241,440	+0.1%

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 ROBERT BOLDING	NONE	1.00	Director	$0	$0	$0
JULIE CRYZANICH	NONE	1.00	Director	$0	$0	$0
CHRIS FAHRENDORF	SECRETARY	1.00	Officer Director	$0	$0	$0
LYNETTE KENTARA	NONE	1.00	Director	$0	$0	$0
JESUS LOVE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BARNEY MCSHANE	Treasurer	1.00	Officer Director	$0	$0	$0
CRAIG SAMUEL	NONE	1.00	Director	$0	$0	$0
THOMAS SANFORD	NONE	1.00	Director	$0	$0	$0
ROBERT SULLIVAN	NONE	1.00	Director	$0	$0	$0
SCOTT WHITFIELD	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANGIE WINSTON	NONE	1.00	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	$283,710	$22,194	$2,327,233	$261,516
2024	$258,778	$17,338	$2,065,717	$241,440
2023	$190,818	$17,487	$1,826,933	$173,331
2022	$19,025	$5,598	$1,653,602	$13,427
2021	$235,128	$14,280	$2,135,022	$220,848

SAINT MARY'S HIGH SCHOOL SCHOLARSHIP & BENEFIT FUND