JULIETTE ANYTA DOYLE TRUST C/O ARC… - Form 990 Financial Data

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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

1985

Legal Domicile

Principal Officer

FR JAMES M ANGUIANO

Phone

2136377292

Tax Period

2023-11-01 to 2024-10-31

JULIETTE ANYTA DOYLE TRUST C/O ARCHDIOCESE OF LOS ANGELES, founded in 1985, is a micro nonprofit that reported $58K in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum. Expenses of $161K exceeded revenue, resulting in a 177% operating deficit.

Mission

TO PROVIDE SUPPORT FOR THE DAY-TO-DAY OPERATIONS AND WELL BEING OF ST. DOROTHY'S CATHOLIC CHURCH AND ST. DOROTHY'S CATHOLIC SCHOOL IN GLENDORA, CALIFORNIA.

Program Service Accomplishments

Program 1

Expenses: $150,000

THIS TRUST WAS FORMED WITH THE PURPOSE OF SUPPORTING THE ROMAN CATHOLIC ARCHDIOCESE OF LOS ANGELES, SPECIFICALLY THE PARISH OF ST. DOROTHY'S CATHOLIC CHURCH AND ITS MEMBER SCHOOL ST. DOROTHY CATHOLIC SCHOOL IN GLENDORA, CALIFORNIA. IT PROVIDES SUPPORT THROUGH GRANTS IT MAKES TO THE CHURCH AND THE 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $57,994

Other Revenue $0

TOTAL REVENUE $57,994

Expense Breakdown

Grants Paid $150,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,000

Other Expenses $10,744

TOTAL EXPENSES $160,744

Year-over-Year Comparison

	2023	2022	Change
Revenue	$57,994	$31,434	+0.8%
Expenses	$160,744	$8,859	+17.1%
Net Income	$-102,750	$22,575	-5.6%

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
FR BRIAN NUNEZ	TRUSTEE	0.50	Officer 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
2024	$57,994	$160,744	$798,902	$-102,750
2023	$31,434	$8,859	$782,795	$22,575
2022	$33,179	$9,891	$745,042	$23,288
2021	$52,562	$21,049	$757,046	$31,513
2020	$83,990	$45,378	$767,501	$38,612
2019	$39,265	$40,834	$772,027	$-1,569
2018	$36,417	$98,014	$725,277	$-61,597

JULIETTE ANYTA DOYLE TRUST C/O ARCHDIOCESE OF LOS ANGELES