MONKS OF NORCIA FOUNDATION (EIN 020514077) - 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

1999

Legal Domicile

Principal Officer

WILLIAM DEE

Phone

2039673116

Tax Period

2024-07-01 to 2025-06-30

MONKS OF NORCIA FOUNDATION, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.3M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $4.7M exceeded revenue, resulting in a 10% operating deficit.

Mission

TO SUPPORT THE WORK AND ACTIVITIES OF MONKS OF THE BENEDICTINE ORDER, ESPECIALLY, BUT NOT EXCLUSIVELY, THE WORK AND ACTIVITIES OF MONASTERO DI SAN BENEDETTO IN MONTE, NORCIA,(PG) ITALY.

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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 $4,217,176

Program Service Revenue $0

Investment Income $44,355

Other Revenue $0

TOTAL REVENUE $4,261,531

Expense Breakdown

Grants Paid $4,670,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,682,043

Other Expenses $36,322

TOTAL EXPENSES $4,706,322

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,261,531	$3,625,036	+0.2%
Expenses	$4,706,322	$2,623,962	+0.8%
Net Income	$-444,791	$1,001,074	-1.4%

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
WILLIAM DEE	PRESIDENT	3.00	Officer Director	$0	$0	$0
THOMAS KOLENBERG	VICE-PRESIDE	0.50	Officer Director	$0	$0	$0
FRANK MARCHETTI	TREASURER	3.00	Officer Director	$0	$0	$0
KATHLEEN MONROE	SECRETARY	1.00	Officer Director	$0	$0	$0
JEFFREY KARLS	DIRECTOR	0.50	Director	$0	$0	$0
J WILLIAM WALTMAN JR	DIRECTOR	0.50	Director	$0	$0	$0
KRISTINE WALTMAN	DIRECTOR	0.50	Director	$0	$0	$0
DAVID YOUNG	DIRECTOR	0.50	Director	$0	$0	$0
CHAD DIESELBERG	DIRECTOR	0.50	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	$4,261,531	$4,706,322	$1,948,969	$-444,791
2024	$3,625,036	$2,623,962	$2,114,708	$1,001,074
2023	$1,848,368	$3,739,919	$2,184,219	$-1,891,551
2022	$3,625,099	$4,046,547	$2,496,451	$-421,448
2021	$536,857	$1,651,703	$3,303,212	$-1,114,846
2020	$4,384,998	$2,313,595	$5,189,364	$2,071,403
2019	$1,054,833	$1,051,477	$2,543,187	$3,356

MONKS OF NORCIA FOUNDATION