MONASTERY OF JESUS MARY AND JOSEPH FOUNDATION (EIN 874705211) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

ANA MENDEZ VALDES

Phone

4027840375

Tax Period

2025-01-01 to 2025-12-31

MONASTERY OF JESUS MARY AND JOSEPH FOUNDATION, founded in 2021, is a community nonprofit in the Religion sector that reported $1.8M in total revenue in fiscal year 2025. Revenue surged 119% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 78% operating margin.

Mission

THE FOUNDATION IS A PLACE OF RESIDENCE FOR A GROUP OF CLOISTERED WOMEN DEDICATED TO A LIFE OF PRAYER AND CHARITY

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,659,633

Program Service Revenue $0

Investment Income $143,494

Other Revenue $0

TOTAL REVENUE $1,803,127

Expense Breakdown

Grants Paid $31,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $393,375

Other Expenses $363,347

TOTAL EXPENSES $394,847

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,803,127	$823,965	+1.2%
Expenses	$394,847	$397,053	0.0%
Net Income	$1,408,280	$426,912	+2.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
STEPHEN JOHN ACKERMAN	OFFICER	2.00	Officer Director	$0	$0	$0
ROBERT MASEK	OFFICER	2.00	Officer Director	$0	$0	$0
JOSEPH PHILLIP MCNEELY	OFFICER	2.00	Officer Director	$0	$0	$0
PATRICIA SULLIVAN	VICE PRESIDE	40.00	Officer	$0	$0	$0
ANA MENDEZ VALDES	PRESIDENT	40.00	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	$1,803,127	$394,847	$9,538,463	$1,408,280
2024	$823,965	$397,053	$8,209,385	$426,912
2023	$723,504	$517,177	$7,595,545	$206,327
2022	$7,941,097	$410,811	$7,187,817	$7,530,286

MONASTERY OF JESUS MARY AND JOSEPH FOUNDATION