ST MARY'S SCHOOL FOUNDATION (EIN 911266336) - 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

1980

Legal Domicile

Principal Officer

BEN WALKER

Phone

5099244300

Tax Period

2022-07-01 to 2023-06-30

ST MARY'S SCHOOL FOUNDATION, founded in 1980, is a micro nonprofit that reported $73K in total revenue in fiscal year 2022. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $13K, a strong 17% operating margin.

Mission

ENDOWMENT ESTABLISHED TO SUPPORT ST MARY'S CATHOLIC 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 (2022)

Revenue Breakdown

Contributions & Grants $42,535

Program Service Revenue $0

Investment Income $29,968

Other Revenue $0

TOTAL REVENUE $72,503

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,000

Other Expenses $0

TOTAL EXPENSES $60,000

Year-over-Year Comparison

	2022	2021	Change
Revenue	$72,503	$59,600	+0.2%
Expenses	$60,000	$53,000	+0.1%
Net Income	$12,503	$6,600	+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

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
HEIDI GUINN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BEN WALKER	SECRETARY	1.00	Officer Director	$0	$0	$0
NATHANIEL KANE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOE LEVERNIER	DIRECTOR	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$72,503	$60,000	$1,601,132	$12,503
2022	$59,600	$53,000	$1,511,165	$6,600
2021	$118,987	$53,000	$1,632,769	$65,987
2020	$124,564	$50,000	$1,349,626	$74,564
2019	$73,956	$48,250	$1,372,351	$25,706

ST MARY'S SCHOOL FOUNDATION