Franciscan Community Benefit Services (EIN 364454351) - 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

2001

Legal Domicile

Phone

3313185161

Tax Period

2024-07-01 to 2025-06-30

Franciscan Community Benefit Services, founded in 2001, is a community nonprofit in the Religion sector that reported $1.3M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $529K, a strong 41% operating margin.

Mission

ORGANIZED AND OPERATED EXCLUSIVELY FOR THE CHARITABLE AND RELIGIOUS PURPOSE TO SUPPORT THE MINISTRIES OF THE FRANCISCAN SISTERS OF CHICAGO.

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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 $202,901

Program Service Revenue $0

Investment Income $1,081,305

Other Revenue $-8,239

TOTAL REVENUE $1,275,967

Expense Breakdown

Grants Paid $356,000

Salaries & Benefits $238,347

Fundraising Expenses $31,577

Program Expenses $681,498

Other Expenses $152,683

TOTAL EXPENSES $747,030

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,275,967	$1,145,269	+0.1%
Expenses	$747,030	$708,087	+0.1%
Net Income	$528,937	$437,182	+0.2%

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

$1,199,094

Total Directors

$703,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bobbie Parkhill	Vice Chairman	0.1	Officer Director	$0	$0	$0
James Stark	Chairman	0.1	Officer Director	$0	$0	$0
Regina Umanskiy	President & Chief Executive Officer	0.1	Officer Director	$0	$85,266	$703,750
Andrea Ramirez-Justin	Secretary	0.1	Officer	$0	$0	$0
Robert Rosenberger	Treasurer and Chief Financial Officer	0.1	Officer	$0	$102,646	$495,344
Tracy Shearer	Assistant Secretary	0.1	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
2025	$1,275,967	$747,030	$20,291,854	$528,937
2024	No data	No data	No data	No data
2023	$898,287	$696,935	$18,033,477	$201,352
2022	$714,567	$415,371	$17,265,411	$299,196
2021	$331,433	$321,546	$3,956,636	$9,887
2020	$240,028	$309,323	$3,402,315	$-69,295
2019	$321,206	$272,668	$3,540,690	$48,538
2018	$300,404	$266,614	$3,209,189	$33,790

Franciscan Community Benefit Services