ST MONICA SCHOOL ENDOWMENT TRUST (EIN 752730857) - 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

1955

Legal Domicile

Principal Officer

FATHER MICHAEL GUADAGNOLI

Phone

2143581453

Tax Period

2024-01-01 to 2024-12-31

ST MONICA SCHOOL ENDOWMENT TRUST, founded in 1955, is a small nonprofit in the Education sector that reported $327K in total revenue in fiscal year 2024. Revenue surged 134% from the prior year, signaling strong growth momentum. The organization ran a surplus of $154K, a strong 47% operating margin.

Mission

CHILD DEVELOPMENT ACCORDING TO ROMAN CATHOLIC PRINCIPLES IN AN ATMOSPHERE OF ACADEMIC EXCELLENCE.

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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 $64,727

Program Service Revenue $0

Investment Income $261,271

Other Revenue $1,350

TOTAL REVENUE $327,348

Expense Breakdown

Grants Paid $129,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $129,000

Other Expenses $44,377

TOTAL EXPENSES $173,377

Year-over-Year Comparison

	2024	2023	Change
Revenue	$327,348	$140,021	+1.3%
Expenses	$173,377	$154,384	+0.1%
Net Income	$153,971	$-14,363	-11.7%

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 MICHAEL GUADAGNOLI	TRUSTEE	0.30	Director	$0	$0	$0
MATT MCKAMY	TRUSTEE	0.30	Director	$0	$0	$0
LISA ARMSTRONG	TRUSTEE	0.30	Director	$0	$0	$0
JUSTINE TERMINE	TRUSTEE	0.30	Director	$0	$0	$0
CECILIA MARTIN	TRUSTEE	0.30	Director	$0	$0	$0
RYAN HAAS	TRUSTEE	0.30	Director	$0	$0	$0
JENNIFER STOJAK	TRUSTEE	0.30	Director	$0	$0	$0
BILL CHURCHILL	TRUSTEE	0.30	Director	$0	$0	$0
KIP KERNODLE	TRUSTEE	0.30	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	No data	No data	No data	No data
2024	$327,348	$173,377	$3,438,872	$153,971
2023	$140,021	$154,384	$3,227,484	$-14,363
2022	$-77,337	$326,214	$2,993,049	$-403,551
2021	$632,293	$236,076	$3,640,739	$396,217
2020	$79,457	$207,641	$3,504,611	$-128,184
2019	$351,579	$183,086	$3,479,960	$168,493
2018	$233,044	$202,130	$3,100,333	$30,914

ST MONICA SCHOOL ENDOWMENT TRUST