UNION CATHOLIC FOUNDATION INC (EIN 873918626) - 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

Principal Officer

THOMAS ANGELO

Phone

7323818887

Tax Period

2024-07-01 to 2025-06-30

UNION CATHOLIC FOUNDATION INC, founded in 2021, is a small nonprofit in the Religion sector that reported $246K in total revenue in fiscal year 2024. Revenue surged 232% from the prior year, signaling strong growth momentum. The organization ran a surplus of $237K, a strong 96% operating margin.

Mission

TO PROVIDE FOR THE LONG-TERM SECURITY OF UNION CATHOLIC HIGH 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 (2024)

Revenue Breakdown

Contributions & Grants $228,952

Program Service Revenue $0

Investment Income $15,628

Other Revenue $1,185

TOTAL REVENUE $245,765

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $8,607

TOTAL EXPENSES $8,607

Year-over-Year Comparison

	2024	2023	Change
Revenue	$245,765	$74,016	+2.3%
Expenses	$8,607	$6,396	+0.3%
Net Income	$237,158	$67,620	+2.5%

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
PATRICIA GAGLIARDI	PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS ANGELO	TREASURER	2.00	Officer Director	$0	$0	$0
JIM SIBURN	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER ESPERON	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN LANGER	TRUSTEE	1.00	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	$245,765	$8,607	$407,180	$237,158

UNION CATHOLIC FOUNDATION INC