ST BERNARD'S ACADEMY FOUNDATION (EIN 823536093) - 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

2017

Legal Domicile

Principal Officer

PATRICK SHANAHAN

Phone

7073820686

Tax Period

2024-07-01 to 2025-06-30

ST BERNARD'S ACADEMY FOUNDATION, founded in 2017, is a micro nonprofit in the Education sector that reported $56K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $451K exceeded revenue, resulting in a 705% operating deficit.

Mission

TO PROVIDE A PERMANENT SOURCE OF FUNDING TO SUPPORT THE VALUES, MISSION AND SUCCESS OF ST. BERNARD'S 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 (2024)

Revenue Breakdown

Contributions & Grants $30,696

Program Service Revenue $0

Investment Income $25,309

Other Revenue $0

TOTAL REVENUE $56,005

Expense Breakdown

Grants Paid $450,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $450,000

Other Expenses $1,001

TOTAL EXPENSES $451,001

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,005	$50,512	+0.1%
Expenses	$451,001	$26,020	+16.3%
Net Income	$-394,996	$24,492	-17.1%

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
PATRICK SHANAHAN	TREASURER	2.00	Officer Director	$0	$0	$0
JEFF MEYER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY SCOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
CADE MCNAMARA	BOARD MEMBER	1.00	Director	$0	$0	$0
CATHY MAHER	BOARD MEMBER	1.00	Director	$0	$0	$0
BECCA MEYER	BOARD MEMBER	1.00	Director	$0	$0	$0
BOB ROBERTSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
KATHY HAYES	VICE PRESIDENT/SECRETARY	2.00	Officer Director	$0	$0	$0
NATHAN ZIBLICH	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSS BOHMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
TIA DIMMICK	BOARD MEMBER	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
2025	$56,005	$451,001	$659,421	$-394,996
2024	$50,512	$26,020	$1,054,417	$24,492
2023	$54,243	$26,043	$1,029,925	$28,200
2022	$153,259	$35,084	$1,001,466	$118,175
2021	$64,682	$221,178	$1,089,734	$-156,496
2020	$1,034,200	$19,270	$1,060,706	$1,014,930

ST BERNARD'S ACADEMY FOUNDATION