SS PETER & PAUL CATHOLIC SCHOOL ENDOWMENT FUND (EIN 860767462) - 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

2008

Legal Domicile

Principal Officer

MIKE MORALES

Phone

5202991191

Tax Period

2024-01-01 to 2024-12-31

SS PETER & PAUL CATHOLIC SCHOOL ENDOWMENT FUND, founded in 2008, is a micro nonprofit that reported $22K in total revenue in fiscal year 2024. Revenue fell 85% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $20K, a strong 93% operating margin.

Mission

ENDOWMENT FUND FOR EDUCATION PURPOSES

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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 $0

Program Service Revenue $0

Investment Income $91,189

Other Revenue $-69,128

TOTAL REVENUE $22,061

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $1,594

TOTAL EXPENSES $1,594

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,061	$150,307	-0.9%
Expenses	$1,594	$1,473	+0.1%
Net Income	$20,467	$148,834	-0.9%

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
MICHAEL MORALES	PRESIDENT	1.00	Officer	$0	$0	$0
ANNE TERRY MORALES	SECRETARY	1.00	Officer	$0	$0	$0
FATHER PAT CRINO	TREASURER	1.00	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	$22,061	$1,594	$1,083,014	$20,467
2023	$150,307	$1,473	$1,062,547	$148,834
2022	$78,254	$374,425	$913,713	$-296,171
2021	$181,036	$1,393	$1,209,883	$179,643
2020	$118,290	$1,240	$1,030,240	$117,050
2019	$196,652	$81,240	$913,190	$115,412
2018	$77,908	$157,372	$797,778	$-79,464

SS PETER & PAUL CATHOLIC SCHOOL ENDOWMENT FUND