Father Robert E Burke Memorial Trust Fund (EIN 061743855) - 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

2003

Legal Domicile

Principal Officer

Charles Neff

Tax Period

2025-01-01 to 2025-12-31

Father Robert E Burke Memorial Trust Fund, founded in 2003, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $66K in total revenue in fiscal year 2025. Expenses of $147K exceeded revenue, resulting in a 124% operating deficit.

Mission

Catholic organization providing Catholic missionary support around the world primarily in Africa and South America

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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 (2025)

Revenue Breakdown

Contributions & Grants $14,320

Program Service Revenue $0

Investment Income $51,200

Other Revenue $0

TOTAL REVENUE $65,520

Expense Breakdown

Grants Paid $145,650

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,397

TOTAL EXPENSES $147,047

Year-over-Year Comparison

	2025	2024	Change
Revenue	$65,520	$64,687	+0.0%
Expenses	$147,047	$200,045	-0.3%
Net Income	$-81,527	$-135,358	-0.4%

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

N/A

Independent Members

N/A

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	Role	Reportable Comp	Other Comp	Total
SERGIO PAGES	President	Officer Director	$0	$0	$0
THOMAS KESSEL	VP	Officer Director	$0	$0	$0
CHARLES NEFF	Treasurer	Officer Director	$0	$0	$0
DAVID HOCKER	Sec	Officer Director	$0	$0	$0
JOHN ZENZ	board member	Director	$0	$0	$0
MICHAEL MCKALE	board member	Director	$0	$0	$0
THOMAS TRIMMER	board member	Director	$0	$0	$0
M CARA SCHMITTDIEL	board member	Director	$0	$0	$0
PETER GULLO	board member	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	$65,520	$147,047	$1,483,018	$-81,527
2024	$64,687	$200,045	$1,428,975	$-135,358
2023	$62,095	$111,275	$1,459,564	$-49,180
2022	$1,066,314	$76,710	$1,410,939	$989,604
2021	$12,973	$77,720	$665,935	$-64,747
2020	$41,653	$92,745	$570,865	$-51,092
2019	$33,348	$225,745	$552,389	$-192,397
2018	$36,007	$36,120	$641,687	$-113

Father Robert E Burke Memorial Trust Fund