STEPHEN BREEN MEMORIAL FOUNDATION INC (EIN 352238435) - 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

2005

Legal Domicile

Principal Officer

JIM BREEN

Phone

8178466887

Tax Period

2025-01-01 to 2025-12-31

STEPHEN BREEN MEMORIAL FOUNDATION INC, founded in 2005, is a small nonprofit in the Education sector that reported $399K in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $68K, a strong 17% operating margin.

Mission

THE FOUNDATION PROVIDES FINANCIAL AID TO CHILDREN WHO SEEK THE STRENGTH AND VALUES OF A CATHOLIC EDUCATION AND TO THOSE CHILDREN AND THEIR FAMILIES WHO ARE AFFLICTED BY CANCER.

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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 $372,472

Program Service Revenue $0

Investment Income $58,894

Other Revenue $-32,721

TOTAL REVENUE $398,645

Expense Breakdown

Grants Paid $325,686

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $325,686

Other Expenses $4,903

TOTAL EXPENSES $330,589

Year-over-Year Comparison

	2025	2024	Change
Revenue	$398,645	$347,921	+0.1%
Expenses	$330,589	$252,280	+0.3%
Net Income	$68,056	$95,641	-0.3%

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
JIM BREEN	PRESIDENT	10.00	Officer Director	$0	$0	$0
JIM LEITO	TREASURER	1.00	Director	$0	$0	$0
KATHY BREEN	SECRETARY	10.00	Director	$0	$0	$0
FRANK POESCHEL	DIRECTOR	1.00	Director	$0	$0	$0
SHARON SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MIKE FLYNN	DIRECTOR	1.00	Director	$0	$0	$0
ANN PENNEBAKER	DIRECTOR	1.00	Director	$0	$0	$0
LISA FISCHER	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE BROWN	DIRECTOR	1.00	Director	$0	$0	$0
GINGER BERGMAN	DIRECTOR	10.00	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
2025	$398,645	$330,589	$1,425,190	$68,056
2024	$347,921	$252,280	$1,358,260	$95,641
2023	$295,491	$244,914	$1,262,945	$50,577
2022	$246,252	$170,911	$1,208,855	$75,341
2021	$208,430	$195,554	$1,134,503	$12,876
2020	$277,494	$251,574	$1,115,798	$25,920
2019	$221,406	$154,266	$1,092,083	$67,140
2018	$173,101	$159,056	$1,017,290	$14,045

STEPHEN BREEN MEMORIAL FOUNDATION INC