FATHER JAMES V CONNORS ENDOWMENT TR FUND (EIN 770543849) - 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

2001

Legal Domicile

Phone

2099882236

Tax Period

2024-01-01 to 2024-12-31

FATHER JAMES V CONNORS ENDOWMENT TR FUND, founded in 2001, is a small nonprofit in the Religion sector that reported $344K in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $250K, a strong 73% operating margin.

Mission

TO PROVIDE AID TO SACRED HEART CATHOLIC GRADE SCHOOL

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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 $8,935

Program Service Revenue $0

Investment Income $56,443

Other Revenue $278,556

TOTAL REVENUE $343,934

Expense Breakdown

Grants Paid $85,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,000

Other Expenses $9,175

TOTAL EXPENSES $94,175

Year-over-Year Comparison

	2024	2023	Change
Revenue	$343,934	$225,334	+0.5%
Expenses	$94,175	$83,818	+0.1%
Net Income	$249,759	$141,516	+0.8%

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

N/A

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
STEPHANIE KELLER	Director	4.00	Director	$0	$0	$0
BETTY DAY	Director	4.00	Director	$0	$0	$0
MARY LISA KUHN	Director	4.00	Director	$0	$0	$0
SARAH BROOKS	Director	1.00	Director	$0	$0	$0
ED MARING	Director	1.00	Director	$0	$0	$0
FR REX HAYS	Member	1.00	Director	$0	$0	$0
PEGGY PEREZ	Member	1.00	Director	$0	$0	$0
GENE BAYS	President	1.00	Officer	$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	$343,934	$94,175	$1,760,795	$249,759
2023	$225,334	$83,818	$1,511,036	$141,516
2022	$-236,106	$80,419	$1,369,520	$-316,525
2021	$496,505	$94,453	$1,686,045	$402,052
2020	$444,637	$52,310	$1,283,993	$392,327

FATHER JAMES V CONNORS ENDOWMENT TR FUND