BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST (EIN 364390471) - 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

2000

Legal Domicile

Principal Officer

BROTHER STEVE FOGT

Phone

8472648700

Tax Period

2023-01-01 to 2023-12-31

BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST, founded in 2000, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $15.9M in total revenue in fiscal year 2023. Revenue surged 19186% from the prior year, signaling strong growth momentum. Net assets of $135.3M represent 102 months of operating reserves.

Mission

BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST (THE "TRUST") CARRIES OUT ITS EXEMPT PURPOSES BY ADMINISTERING THE POOLED INVESTMENTS MAINTAINED ON BEHALF OF THE PARTICIPANTS OF THE TRUST.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $15,861,884

Other Revenue $0

TOTAL REVENUE $15,861,884

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,861,884

Other Expenses $15,861,884

TOTAL EXPENSES $15,861,884

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,861,884	$82,246	+191.9%
Expenses	$15,861,884	$82,246	+191.9%
Net Income	$0	$0	N/A

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
N/A	TRUSTEE	0	Director	$0	$0	$0
N/A	TRUSTEE	0	Director	$0	$0	$0
N/A	TRUSTEE	0	Director	$0	$0	$0
BROTHER DANIEL MCCORMICK CFA	PRESIDENT AND PROVINCIAL	1	Officer	$0	$0	$0
BROTHER STEVE FOGT CFA	TREASURER	1	Officer	$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	No data	No data	No data	No data
2023	$15,861,884	$15,861,884	$135,253,776	No data
2022	$82,246	$82,246	$120,972,404	No data
2021	$102,114	$102,114	$138,021,940	No data
2020	$108,021	$108,021	$121,370,800	No data
2019	$107,576	$107,576	$114,803,852	No data
2018	$107,240	$107,240	$101,490,432	No data

BROTHERS COMMUNITIES AND MINISTRIES INVESTMENT TRUST