ST MONICA ACADEMY INC (EIN 954864581) - 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

Legal Domicile

Principal Officer

PETER GRIMM

Phone

8183697310

Tax Period

2024-07-01 to 2025-06-30

ST MONICA ACADEMY INC is a community nonprofit in the Education sector that reported $3.9M in total revenue in fiscal year 2024. Expenses of $3.7M left a modest 5% surplus.

Mission

ST. MONICA ACADEMY, A NON-PROFIT RELIGIOUS CORPORATION, WHICH IS AN INDEPENDENT, COEDUCATIONAL SCHOOL FOR GRADES ONE THROUGH TWELVE, FOUNDED BY PARENTS IN FULFILLMENT OF THEIR PRIMARY RESPONSIBILITY FOR EDUCATING THEIR CHILDREN, SEEKS TO FORM STUDENT OF FAITH, REASON, AND VIRTUE THROUGH A CLASSICAL EDUCATION IN THE ROMAN CATHOLIC TRADITION

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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 $794,232

Program Service Revenue $2,402,632

Investment Income $191,634

Other Revenue $545,652

TOTAL REVENUE $3,934,150

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,651,085

Fundraising Expenses $402,462

Program Expenses $2,860,108

Other Expenses $1,070,077

TOTAL EXPENSES $3,721,162

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,934,150	$3,900,652	+0.0%
Expenses	$3,721,162	$3,607,894	+0.0%
Net Income	$212,988	$292,758	-0.3%

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

Volunteers

152

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

$6,400

Total Directors

$92,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER HALPIN	Teacher / Dean	40.00		$125,662	$0	$125,662
JOSEPH FREYMANN	TEACHER	40.00		$100,313	$0	$100,313
MARGUERITE GRIMM	Trustee	40.00	Director	$86,000	$0	$86,000
PETER GRIMM	President	5.00	Officer Director	$6,400	$0	$6,400
SCOTT TURICCHI	Vice President	1.00	Officer Director	$0	$0	$0
KHUSHRO GHANDHI	Treasurer	1.00	Officer Director	$0	$0	$0
KATHRYN CAREY	Secretary	1.00	Officer Director	$0	$0	$0
COLIN BRADY	Trustee	1.00	Director	$0	$0	$0
DR JORGE NIEVA	Trustee	1.00	Director	$0	$0	$0
BILL ROSENBERGER	Trustee	1.00	Director	$0	$0	$0
JILL SHORT	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	$3,934,150	$3,721,162	$4,286,875	$212,988
2024	$3,900,652	$3,607,894	$4,027,739	$292,758
2023	$3,827,791	$3,447,019	$3,843,177	$380,772
2022	$3,498,825	$3,203,327	$3,122,682	$295,498
2021	$3,397,258	$3,011,704	$2,752,650	$385,554
2020	$2,857,110	$2,847,305	$2,723,657	$9,805
2019	$2,906,001	$2,781,347	$2,323,930	$124,654

ST MONICA ACADEMY INC