SAINT JOSEPH REGIONAL FOUNDATION (EIN 854210376) - 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

2021

Legal Domicile

Phone

2016158870

Tax Period

2023-01-01 to 2023-12-31

SAINT JOSEPH REGIONAL FOUNDATION, founded in 2021, is a small nonprofit in the Education sector that reported $244K in total revenue in fiscal year 2023. Revenue surged 261% from the prior year, signaling strong growth momentum. The organization ran a surplus of $239K, a strong 98% operating margin.

Mission

TO SUPPORT THE INITIATIVES AND PROGRAMS OF ST. JOSEPH REGIONAL HIGH SCHOOL IN MONTVALE, NEW JERSEY AND PROVIDE STUDENTS WITH OPPORTUNITIES TO SUCCEED IN HIGHER EDUCATION, CAREERS, AND LIFE.

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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 $241,337

Program Service Revenue $0

Investment Income $2,322

Other Revenue $0

TOTAL REVENUE $243,659

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,049

Other Expenses $5,049

TOTAL EXPENSES $5,049

Year-over-Year Comparison

	2023	2022	Change
Revenue	$243,659	$67,512	+2.6%
Expenses	$5,049	$96,049	-0.9%
Net Income	$238,610	$-28,537	-9.4%

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
CLAUDIA BERTOLINO	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERT MACKIE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KERRY KELLY	TREASURER	2.00	Officer 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
2024	No data	No data	No data	No data
2023	$243,659	$5,049	$565,957	$238,610
2022	$67,512	$96,049	$282,783	$-28,537
2021	$355,290	$347	$356,284	$354,943

SAINT JOSEPH REGIONAL FOUNDATION