XAVIER FOUNDATION INC (EIN 860806832) - 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

1996

Legal Domicile

Principal Officer

CATHERINE CLANCY

Phone

6022773772

Tax Period

2023-07-01 to 2024-06-30

XAVIER FOUNDATION INC, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $323K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $256K, a strong 79% operating margin.

Mission

TO PROVIDE FOR THE LONG-TERM PROSPERITY AND FISCAL HEALTH OF XAVIER COLLEGE PREPARATORY BY... TO PROVIDE FOR THE LONG-TERM PROSPERITY AND FISCAL HEALTH OF XAVIER COLLEGE PREPARATORY BY SUBSTANTIALLY ENHANCING THE FINANCIAL RESOURCES AVAILABLE FOR KEY AREAS OF THE XAVIER EDUCATION: SCHOLARSHIP, FACULTY DEVELOPMENT, CAPITAL PROJECTS, AND TECHNOLOGY.

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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 $88,350

Program Service Revenue $0

Investment Income $234,437

Other Revenue $0

TOTAL REVENUE $322,787

Expense Breakdown

Grants Paid $35,306

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,306

Other Expenses $31,174

TOTAL EXPENSES $66,480

Year-over-Year Comparison

	2023	2022	Change
Revenue	$322,787	$233,765	+0.4%
Expenses	$66,480	$58,887	+0.1%
Net Income	$256,307	$174,878	+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

$125,221

Total Directors

$125,221

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE CLANCY	TREASURER/SECRETARY	0.80	Officer Director	$108,477	$16,744	$125,221
MARGIE BURKE	DIRECTOR	0.10	Director	$0	$0	$0
MICHAEL CLANCY	DIRECTOR	0.10	Director	$0	$0	$0
MONICA EDELSTEIN	DIRECTOR	0.10	Officer Director	$0	$0	$0
AMY FLOOD	DIRECTOR	0.10	Director	$0	$0	$0
JANEL GLYNN	DIRECTOR	0.10	Director	$0	$0	$0
ERIN GOODNOW	PRESIDENT	0.10	Officer Director	$0	$0	$0
MOLLY IAROCCI	DIRECTOR	0.10	Director	$0	$0	$0
JACQUIE WEFLEN	DIRECTOR	0.10	Director	$0	$0	$0
DANA SAYLOR	DIRECTOR	0.10	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	No data	No data	No data	No data
2024	$322,787	$66,480	$6,309,133	$256,307
2023	$233,765	$58,887	$5,628,385	$174,878
2022	$1,180,131	$200,668	$5,046,578	$979,463
2021	$516,440	$220,768	$5,626,346	$295,672
2020	$696,032	$232,798	$4,296,683	$463,234
2019	$369,669	$192,676	$4,137,849	$176,993
2018	$553,965	$172,691	$4,081,173	$381,274

XAVIER FOUNDATION INC