Saints Peter & Paul Catholic School Charitable Trust

Nonprofit profile at a glance

EIN
746247053
IRS 990 coverage
2020–2025
Forms available
Form 990 2025, Form 990-N 2014
Location
New Braunfels, TX, USA
Phone
8306269600
Rating
65
Verdict
SUPPORTED
Rating confidence
Moderate
Affiliation
Christianity

Reported finances

Revenue
$99,677
Expenses
$41,312
Assets
$1,519,074
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • Stephanie Bascone (President)
  • Ken Marbach (Vice President)

People named in this filing

  • Christopher Greenwell (Board Member)
  • Stephanie Bascone (President)
  • Ken Marbach (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide support for Saints Peter & Paul Catholic School.

What it reported doing in 2025

The trust set up to provide support to Sts. Peter and Paul Catholic School upon request. An amount of $40,000 was requested by the school and we granted that amount. We had $230 of office expense to maintain postage and PO Box to receive mail and donations.

Operating model

Revenue model
Investment-supported. 86% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 99% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 59
  • Transparency & Controls: 93
  • Accountability: 24
  • Sustainability: 83
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 47.1%; rating input score 47
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 10th percentile among comparable filings
  • Governance controls: 4 of 7 controls in place; rating input score 57
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 58.6%; rating input score 90; 90th percentile among comparable filings
  • Total-asset coverage ratio: 36.77; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 58; 58th percentile among comparable filings

Growth

  • Program expense growth: 20.7% per year; rating input score 100; 84th percentile among comparable filings
  • Revenue growth: 10.5% per year; rating input score 100; 86th percentile among comparable filings
  • Asset growth: 2.2% per year; rating input score 100; 49th percentile among comparable filings

Details

  • Where the money goes: 47.1% of revenue deployed · 100% of spending went to programs
  • Governance: 0 of 5 board members independent · 4 of 7 filing controls reported
  • Programs: 3 filed program accomplishments · $41K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 40 of 40 current checks pass
  • Schedules: 3 filed schedules · includes grants
  • Filing history: 6 filing years from 2020 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 47/100.
  • High — Accountability: Independent voting board scored 0/100.
  • Review — Accountability: Governance controls: 3 of 7 not reported.
  • Review — Sustainability: Officer compensation ratio scored 58/100.