JOHN C BOGLE CENTER FOR FINANCIAL LITERACY (EIN 274067736) - 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

2010

Legal Domicile

Principal Officer

CHRISTINE BENZ

Phone

3143289448

Tax Period

2024-01-01 to 2024-12-31

JOHN C BOGLE CENTER FOR FINANCIAL LITERACY, founded in 2010, is a small nonprofit in the Human Services sector that reported $104K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $69K, a strong 66% operating margin.

Mission

TO EXPAND JOHN C. BOGLES LEGACY BY PROMOTING THE PRINCIPLES OF SUCCESSFUL INVESTING AND FINANCIAL WELL-BEING THROUGH EDUCATION AND COMMUNITY.

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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 $41,032

Program Service Revenue $37,687

Investment Income $10,584

Other Revenue $15,089

TOTAL REVENUE $104,392

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,099

Other Expenses $35,733

TOTAL EXPENSES $35,733

Year-over-Year Comparison

	2024	2023	Change
Revenue	$104,392	$70,636	+0.5%
Expenses	$35,733	$47,172	-0.2%
Net Income	$68,659	$23,464	+1.9%

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

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
CHRISTINE BENZ	PRESIDENT	2.00	Officer Director	$0	$0	$0
RICARDO GUERRA	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL PIPER	TREASURER	5.00	Officer Director	$0	$0	$0
KAREN DAMATO	SECRETARY	1.50	Officer Director	$0	$0	$0
WILLIAM BERNSTEIN	BOARD MEMBER	1.50	Director	$0	$0	$0
ANDREW BOGLE	BOARD MEMBER	1.00	Director	$0	$0	$0
BENJAMIN HOLLAND	BOARD MEMBER	2.00	Director	$0	$0	$0
JON LUSKIN	BOARD MEMBER	1.00	Director	$0	$0	$0
GOURI MUKHERJEE	BOARD MEMBER	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
2024	$104,392	$35,733	$335,201	$68,659
2023	$70,636	$47,172	$266,542	$23,464
2022	$32,762	$99,088	$243,078	$-66,326

JOHN C BOGLE CENTER FOR FINANCIAL LITERACY