ST ALOYSIUS GONZAGA FOUNDATION

🔒

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

2023

Legal Domicile

Principal Officer

JAMES A BELL

Phone

5093135896

Tax Period

2024-07-01 to 2025-06-30

ST ALOYSIUS GONZAGA FOUNDATION, founded in 2023, is a small nonprofit in the Religion sector that reported $699K in total revenue in fiscal year 2024. Revenue fell 72% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $506K, a strong 72% operating margin.

Mission

THE FOUNDATION WILL CALL PEOPLE TO LIVE IN COMMUNITY WITH GOD AND EACH OTHER, WITH A GRATEFUL HEART, AND AN UNDERSTANDING OF THE IMPORTANCE OF GIVING. THE FOUNDATION DESIRES TO COMPLIMENT THE PARISH AND SCHOOL IN ALL THINGS, INCLUDING THEIR EXAMPLE OF FAITH LIVED OUT IN LOVE AND COMPASSION. THE FOUNDATION IS GUIDED BY VALUES OF RESPECT, COMPASSION, COLLABORATION, AND JUSTICE IN ALL ITS OPERATIONS AND DECISIONS, THUS REMAINING FAITHFUL TO THE HERITAGE AND MISSION OF THE ROMAN CATHOLIC CHURCH.

Program Service Accomplishments

Program 1

Expenses: $24,968

ST. ALOYSIUS PARISH BUILDING PRESERVATION AND PROGRAM SUPPORT: THE FOUNDATION MANAGED AND OVERSAW FUNDS TOTALING $654,993 DESIGNATED TO SUPPORT THE PRESERVATION OF THE PARISH BUILDINGS/GROUNDS AND...

ST. ALOYSIUS PARISH BUILDING PRESERVATION AND PROGRAM SUPPORT: THE FOUNDATION MANAGED AND OVERSAW FUNDS TOTALING $654,993 DESIGNATED TO SUPPORT THE PRESERVATION OF THE PARISH BUILDINGS/GROUNDS AND OTHER PARISH OPERATIONS. NO FUNDS WERE DISTRIBUTED IN THE INITIAL FISCAL YEAR OF THE FOUNDATION. ANNUAL FUND DISTRIBUTIONS TO SUPPORT THE PARISH TOTALED $24,968 IN 2024-25.

Program 2

Expenses: $22,222

ST. ALOYSIUS GONZAGA SCHOOL TUITION ASSISTANCE: THE FOUNDATION MANAGED AND OVERSAW FUNDS TOTALING $779,551 DESIGNATED TO SUPPORT TUITION ASSISTANCE FOR STUDENTS ENROLLED AT ST. ALOYSIUS GONZAGA...

ST. ALOYSIUS GONZAGA SCHOOL TUITION ASSISTANCE: THE FOUNDATION MANAGED AND OVERSAW FUNDS TOTALING $779,551 DESIGNATED TO SUPPORT TUITION ASSISTANCE FOR STUDENTS ENROLLED AT ST. ALOYSIUS GONZAGA SCHOOL. NO FUNDS WERE DISTRIBUTED IN THE INITIAL FISCAL YEAR OF THE FOUNDATION. ANNUAL FUND DISTRIBUTIONS TO SUPPORT THE SCHOOL'S TUITION ASSISTANCE PROGRAMS TOTALED $22,222 IN 2024-25.

Program 3

Expenses: $146,178

ST ALOYSIUS GONZAGA SCHOOL PROFESSIONAL DEVELOPMENT AND PROGRAM DELIVERY: THE FOUNDATION MANAGED AND OVERSAW FUNDS TOTALING $1,844,874 DESIGNATED TO SUPPORT PROFESSIONAL DEVELOPMENT AND PROGRAM...

ST ALOYSIUS GONZAGA SCHOOL PROFESSIONAL DEVELOPMENT AND PROGRAM DELIVERY: THE FOUNDATION MANAGED AND OVERSAW FUNDS TOTALING $1,844,874 DESIGNATED TO SUPPORT PROFESSIONAL DEVELOPMENT AND PROGRAM DELIVERY. NO FUNDS WERE DISTRIBUTED IN THE INITIAL FISCAL YEAR OF THE FOUNDATION. ANNUAL FUND DISTRIBUTIONS TO SUPPORT THE SCHOOL'S PROFESSIONAL DEVELOPMENT AND PROGRAMS TOTALED $41,778 FROM ENDOWED FUNDS AND $104,400 FROM NON-ENDOWED FUNDS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $565,254

Program Service Revenue $0

Investment Income $133,830

Other Revenue $0

TOTAL REVENUE $699,084

Expense Breakdown

Grants Paid $193,368

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $193,368

Other Expenses $166

TOTAL EXPENSES $193,534

Year-over-Year Comparison

	2024	2023	Change
Revenue	$699,084	$2,529,052	-0.7%
Expenses	$193,534	$11,613	+15.7%
Net Income	$505,550	$2,517,439	-0.8%

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

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
JAMES A BELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
TIMOTHY WELSH	DIRECTOR	1.00	Director	$0	$0	$0
FR THOMAS LAMANNA SJ	DIRECTOR	1.00	Director	$0	$0	$0
DAWN MANFRED	DIRECTOR	1.00	Director	$0	$0	$0
ANGIE KRAUSS	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	$699,084	$193,534	$3,347,638	$505,550
2024	No data	No data	No data	No data