ST URSULA ACADEMY SCHOLARSHIP GRANTING (EIN 922540704) - 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

2023

Legal Domicile

Principal Officer

JODI CLEVER

Phone

5139613410

Tax Period

2024-01-01 to 2024-12-31

ST URSULA ACADEMY SCHOLARSHIP GRANTING, founded in 2023, is a small nonprofit in the Education sector that reported $134K in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $43K, a strong 32% operating margin.

Mission

SAINT URSULA ACADEMY SCHOLARSHIP GRANTING ORGANIZATION WILL COLLECT DONATIONS THAT WILL BE USED TO PROVIDE SCHOLARSHIPS TO THOSE STUDENTS/FAMILIES WITH THE HIGHEST NEED FOR THE FOLLOWING ACADEMIC SCHOOL YEAR.

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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 $134,005

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $134,005

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $0

Fundraising Expenses $6,042

Program Expenses $79,084

Other Expenses $16,217

TOTAL EXPENSES $91,217

Year-over-Year Comparison

	2024	2023	Change
Revenue	$134,005	$85,606	+0.6%
Expenses	$91,217	$827	+109.3%
Net Income	$42,788	$84,779	-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

N/A

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

$479,191

Total Directors

$479,191

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LELIA K KRAMER	PRESIDENT	1.00	Officer Director	$0	$16,697	$249,619
JODI L CLEVER	SECRETARY	1.00	Officer Director	$0	$0	$157,186
MARY ELLEN LINTNER	TREASURER	1.00	Officer Director	$0	$18,244	$72,386

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
2024	$134,005	$91,217	$127,567	$42,788
2023	$85,606	$827	$84,779	$84,779

ST URSULA ACADEMY SCHOLARSHIP GRANTING