ST AGNES ACADEMY FOUNDATION INC (EIN 760221236) - 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

1986

Legal Domicile

Principal Officer

JENNIFER BARRON

Phone

7132195400

Tax Period

2023-07-01 to 2024-06-30

ST AGNES ACADEMY FOUNDATION INC, founded in 1986, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $1.1M left a modest 6% surplus.

Mission

PROVIDE SUPPORT FOR CURRENT AND FUTURE FINANCIAL NEEDS OF ST. AGNES ACADEMY.

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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 $285,581

Program Service Revenue $0

Investment Income $869,262

Other Revenue $0

TOTAL REVENUE $1,154,843

Expense Breakdown

Grants Paid $969,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $969,000

Other Expenses $122,197

TOTAL EXPENSES $1,091,197

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,154,843	$3,360,403	-0.7%
Expenses	$1,091,197	$877,608	+0.2%
Net Income	$63,646	$2,482,795	-1.0%

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

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
JOSE ENRIQUEZ	TRUSTEE	0.50	Director	$0	$0	$0
SR DONNA POLLARD OP	TRUSTEE	0.50	Director	$0	$0	$0
KAREN JAKUBACK	HEAD OF SCHOOL	1.50	Officer Director	$0	$0	$0
JENNIFER CAMPBELL NIX '09	TRUSTEE	0.50	Director	$0	$0	$0
TIMOTHY H DAY	TRUSTEE	0.50	Director	$0	$0	$0
ARTHUR TRAVIS WILLIAMS	TRUSTEE	0.50	Director	$0	$0	$0
JENNIFER L BARRON '91	PRESIDENT	1.50	Officer Director	$0	$0	$0
DAVID FISHER	TRUSTEE	0.50	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	$1,154,843	$1,091,197	$30,729,988	$63,646
2023	$3,360,403	$877,608	$28,152,539	$2,482,795
2022	$4,859,603	$627,713	$23,472,430	$4,231,890
2021	$3,692,380	$556,719	$22,285,257	$3,135,661
2020	$2,553,044	$494,782	$16,661,058	$2,058,262
2019	$1,861,375	$498,275	$15,324,083	$1,363,100
2018	$1,023,319	$480,847	$14,014,319	$542,472

ST AGNES ACADEMY FOUNDATION INC