ST MARGARETS SCHOOL FOUNDATION (EIN 830298815) - 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

1992

Legal Domicile

Principal Officer

JOE STANBURY

Phone

3078565922

Tax Period

2023-07-01 to 2024-06-30

ST MARGARETS SCHOOL FOUNDATION, founded in 1992, is a micro nonprofit that reported $49K in total revenue in fiscal year 2023. Revenue surged 280% from the prior year, signaling strong growth momentum. Expenses of $86K exceeded revenue, resulting in a 75% operating deficit.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO PROMOTE, DEVELOP, ASSIST, AND EXTEND FINANCIAL SUPPORT TO ST. MARGARETS 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 (2023)

Revenue Breakdown

Contributions & Grants $2,000

Program Service Revenue $0

Investment Income $46,876

Other Revenue $0

TOTAL REVENUE $48,876

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,725

Other Expenses $85,725

TOTAL EXPENSES $85,725

Year-over-Year Comparison

	2023	2022	Change
Revenue	$48,876	$12,867	+2.8%
Expenses	$85,725	$35,678	+1.4%
Net Income	$-36,849	$-22,811	+0.6%

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
SUSAN GOETZINGER	SECRETARY/TR	N/A	Officer	$0	$0	$0
JOE STANBURY	PRESIDENT	N/A	Officer	$0	$0	$0
GRANT LINCK	VICE PRESIDE	N/A	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
2025	No data	No data	No data	No data
2024	$48,876	$85,725	$489,202	$-36,849
2023	$12,867	$35,678	$526,051	$-22,811
2022	$118,648	$36,245	$548,862	$82,403
2021	$62,068	$43,123	$466,459	$18,945
2020	$28,136	$55,026	$447,514	$-26,890
2019	$40,744	$94,585	$474,404	$-53,841
2018	$88,321	$30,742	$528,245	$57,579

ST MARGARETS SCHOOL FOUNDATION