CHRISTIAN BROTHERS EMPLOYEE BENEFIT TRUST (EIN 363489253) - 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

1987

Legal Domicile

Principal Officer

CATHERINE THOMSON

Phone

6303782900

Tax Period

2024-01-01 to 2024-12-31

CHRISTIAN BROTHERS EMPLOYEE BENEFIT TRUST, founded in 1987, is a major nonprofit that reported $281.8M in total revenue in fiscal year 2018. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

ESTABLISHED TO FUND EMPLOYEES BENEFITS UNDER THE CHRISTIAN BROTHERS EMPLOYEE BENEFIT PLAN.

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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 $0

Program Service Revenue $389,187,054

Investment Income $23,743,621

Other Revenue $1,463,682

TOTAL REVENUE $414,394,357

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $21,031,135

TOTAL EXPENSES $413,569,539

Year-over-Year Comparison

	2024	2023	Change
Revenue	$414,394,357	$361,212,177	+0.1%
Expenses	$413,569,539	$361,012,261	+0.1%
Net Income	$824,818	$199,916	+3.1%

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
CATHERINE THOMSON	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH KOMOS	TRUSTEE	1.00	Director	$0	$0	$0
DARLEEN SANFORD	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS LEE	TRUSTEE	1.00	Director	$0	$0	$0
RICK HABERKORN	TRUSTEE	1.00	Director	$0	$0	$0
ARTHUR GLASS	TRUSTEE - PAST	1.00	Director	$0	$0	$0
ALLEN ANDREWS	TRUSTEE - NEW	1.00	Director	$0	$0	$0
JOHN BARKER	TRUSTEE - PAST	1.00	Director	$0	$0	$0
RUSSELL ELMARYAN	TRUSTEE - NEW AND PAST	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	$414,394,357	$413,569,539	$223,452,279	$824,818
2023	$361,212,177	$361,012,261	$208,370,490	$199,916
2022	$342,039,665	$320,303,180	$188,636,588	$21,736,485
2021	$339,796,574	$338,768,301	$200,286,111	$1,028,273
2020	$318,570,415	$326,647,285	$185,959,166	$-8,076,870
2019	$317,215,302	$339,822,717	$177,676,687	$-22,607,415
2018	$281,822,330	$302,020,699	$184,918,785	$-20,198,369

CHRISTIAN BROTHERS EMPLOYEE BENEFIT TRUST