St Michaels High School Foundation (EIN 850401924) - 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

1990

Legal Domicile

Principal Officer

William E Garcia

Phone

5059882264

Tax Period

2024-07-01 to 2025-06-30

St Michaels High School Foundation, founded in 1990, is a small nonprofit in the Crime & Legal sector that reported $335K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $154K, a strong 46% operating margin.

Mission

To promote the educational, social, and economic welfare of St. Michaels' High School and establish, maintain, and administer the St. Michaels' endowment to grant tuition assistance to students with financial needs.

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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 $49,256

Program Service Revenue $0

Investment Income $277,703

Other Revenue $7,915

TOTAL REVENUE $334,874

Expense Breakdown

Grants Paid $120,657

Salaries & Benefits $0

Fundraising Expenses $4,921

Program Expenses $137,314

Other Expenses $60,592

TOTAL EXPENSES $181,249

Year-over-Year Comparison

	2024	2023	Change
Revenue	$334,874	$494,107	-0.3%
Expenses	$181,249	$213,935	-0.2%
Net Income	$153,625	$280,172	-0.5%

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
Lois Rael	Vice President	5.00	Officer Director	$0	$0	$0
William E Garcia	President	5.00	Officer Director	$0	$0	$0
Emily Prevatt	Secretary	5.00	Officer Director	$0	$0	$0
Jim Varela	Treasurer	5.00	Officer Director	$0	$0	$0
Monica Maestas	Director	2.00	Director	$0	$0	$0
Stephen Aranda	Director	2.00	Director	$0	$0	$0
Tara Block-Archuleta	Director	2.00	Director	$0	$0	$0
Meaghan Duffy	Director	2.00	Director	$0	$0	$0
Maida Esquibel	Director	2.00	Director	$0	$0	$0
Arturo Gonzales PhD	Director	2.00	Director	$0	$0	$0
JJ Gonzales	Director	2.00	Director	$0	$0	$0
George Henke	Director	2.00	Director	$0	$0	$0
William Billy Roybal	Director	2.00	Director	$0	$0	$0
Ernesto Salazar	Director	2.00	Director	$0	$0	$0
Cynthia L Sanchez	Director	2.00	Director	$0	$0	$0
Barbara Serna	Director	2.00	Director	$0	$0	$0
Kristin Zamora-Condit	Director	2.00	Director	$0	$0	$0
Bro Mariano Lopez	Director	2.00	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	$334,874	$181,249	$3,640,778	$153,625
2024	$494,107	$213,935	$3,585,265	$280,172
2023	$139,606	$143,152	$2,985,734	$-3,546
2022	$190,916	$243,567	$2,748,411	$-52,651
2021	$587,355	$326,997	$3,399,540	$260,358
2020	$49,187	$269,926	$2,726,744	$-220,739
2019	$383,660	$224,755	$2,772,988	$158,905

St Michaels High School Foundation