LEONA MARY BEHRENT CHARITABLE TRUST

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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

2000

Legal Domicile

Phone

8123761981

Tax Period

2025-01-01 to 2025-12-31

LEONA MARY BEHRENT CHARITABLE TRUST, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $212K in total revenue in fiscal year 2025. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $37K, a strong 17% operating margin.

Mission

TO SUPPORT THE LCMS FOUNDATION FOR THE USE AND BENEFIT OF THE GENERAL CHURCH EXENSION FUND

Program Service Accomplishments

Program 1

Expenses: $136,925

THE LEONA MARY BEHRENT CHARITABLE TRUST CONTRIBUTES TO THE LCMS FOUNDATION TO BE USED FOR CONGREGATIONS, MISSIONS AND MINISTRIES OF THE LUTHERAN CHURH-MISSOURI SYNOD.

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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 $0

Program Service Revenue $0

Investment Income $212,265

Other Revenue $0

TOTAL REVENUE $212,265

Expense Breakdown

Grants Paid $136,925

Salaries & Benefits $37,796

Fundraising Expenses $0

Program Expenses $136,925

Other Expenses $442

TOTAL EXPENSES $175,163

Year-over-Year Comparison

	2025	2024	Change
Revenue	$212,265	$241,481	-0.1%
Expenses	$175,163	$183,161	0.0%
Net Income	$37,102	$58,320	-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	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	0.0		$37,101	$0	$37,101

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	$212,265	$175,163	$2,377,451	$37,102
2024	$241,481	$183,161	$2,340,349	$58,320
2023	$142,370	$187,536	$2,282,029	$-45,166
2022	$80,550	$193,065	$2,327,195	$-112,515
2021	$223,958	$183,055	$2,439,375	$40,903
2019	$142,485	$169,370	$2,453,192	$-26,885
2018	$249,484	$171,522	$2,480,077	$77,962