NAZARETH ACADEMY ENDOWMENT FUND

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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

1990

Legal Domicile

Principal Officer

SISTER M ANN MELETIO

Phone

3614852044

Tax Period

2023-01-01 to 2023-12-31

NAZARETH ACADEMY ENDOWMENT FUND, founded in 1990, is a micro nonprofit in the Unknown sector that reported $73K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $63K left a modest 14% surplus.

Mission

THE NAZARETH ACADEMY ENDOWMENT FUND SUPPORTS NAZARETH ACADEMY, A PRIVATE SCHOOL. NAZARETH ACADEMY CONSISTS OF A PRESCHOOL AND ELEMENTAY SCHOOL THAT STRIVES TO BUILD A LOVING CHRISTIAN COMMUNITY IN AN ENVIRONMENT THAT SUPPORTS OPTIMUM DEVELOPMENT OF EACH INDIVIDUAL PHYSICALLY, SOCIALLY, CULTURALLY AND SPIRITUALLY.

Program Service Accomplishments

Program 1

Expenses: $55,000

FUNDS ARE REMITTED TO NAZARETH ACADEMY FOR OPERATIONS. NAZARETH ACADEMY IS AN EXEMPT ORGANIZATION.

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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 $3,540

Program Service Revenue $0

Investment Income $69,405

Other Revenue $0

TOTAL REVENUE $72,945

Expense Breakdown

Grants Paid $55,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,000

Other Expenses $8,008

TOTAL EXPENSES $63,008

Year-over-Year Comparison

	2023	2022	Change
Revenue	$72,945	$58,325	+0.3%
Expenses	$63,008	$63,327	0.0%
Net Income	$9,937	$-5,002	-3.0%

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
SISTER M KATHLEEN GOIKE	PRESIDENT	1.00	Officer Director	$0	$0	$0
SISTER M ANN MELETIO	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
SISTER M COLETTE KOUBA	DIRECTOR	1.00	Director	$0	$0	$0
SISTER LOIS MARIE ETZLER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
SISTER GERALDINE PAVLIK	DIRECTOR	1.00	Director	$0	$0	$0
SISTER LILIANE JANDA	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE NEW	EX-OFFICIO	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
2024	No data	No data	No data	No data
2023	$72,945	$63,008	$1,907,477	$9,937
2022	$58,325	$63,327	$1,737,309	$-5,002
2021	$145,374	$63,894	$2,063,954	$81,480
2020	$19,533	$62,454	$1,894,441	$-42,921
2019	$459,516	$110,614	$1,768,372	$348,902
2018	$470,793	$830,798	$1,567,118	$-360,005