MOUNT ST MICHAEL CATHOLIC SCHOOL (EIN 810704170) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Phone

2143370244

Tax Period

2023-07-01 to 2024-06-30

MOUNT ST MICHAEL CATHOLIC SCHOOL, founded in 2016, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

PREK - 8TH GRADE PRIVATE ELEMENTARY SCHOOL

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $281,105

Program Service Revenue $957,472

Investment Income $24,493

Other Revenue $0

TOTAL REVENUE $1,263,070

Expense Breakdown

Grants Paid $0

Salaries & Benefits $946,528

Fundraising Expenses $0

Program Expenses $1,264,612

Other Expenses $318,084

TOTAL EXPENSES $1,264,612

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,263,070	$1,125,142	+0.1%
Expenses	$1,264,612	$1,126,690	+0.1%
Net Income	$-1,542	$-1,548	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
DAVID PETERMAN JR	PRESIDENT	1	Officer Director	$0	$0	$0
CHRIS COXON	DIRECTOR	1	Officer Director	$0	$0	$0
ROBERT MONTGOMERY	DIRECTOR	1		$0	$0	$0
CHARLIE DORSEY	SECRETARY	1	Officer Director	$0	$0	$0
CHRISTY DORSEY	DIRECTOR	1	Director	$0	$0	$0
GRETCHEN MONTGOMERY	DIRECTOR	1	Director	$0	$0	$0
BILL SCHAAD	DIRECTOR	1	Director	$0	$0	$0
JANET SCHAAD	DIRECTOR	1	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	$1,263,070	$1,264,612	$552,021	$-1,542
2023	$1,125,142	$1,126,690	$416,752	$-1,548
2022	$1,157,744	$1,159,795	$371,104	$-2,051
2021	$960,111	$961,656	$509,719	$-1,545

MOUNT ST MICHAEL CATHOLIC SCHOOL