BERNICE WHEATON CHARITABLE TRUST (EIN 376343618) - 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

1998

Legal Domicile

Principal Officer

SCOTT TONSOR

Phone

6189468041

Tax Period

2024-01-01 to 2024-12-31

BERNICE WHEATON CHARITABLE TRUST, founded in 1998, is a micro nonprofit in the Religion sector that reported $93K in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $41K, a strong 44% operating margin.

Mission

THE ORGANIZATION WILL ASSIST & BENEFIT THE CATHOLIC CHURCH & CHILDREN IN JERSEY COUNTY, INCLUDING MAINTENANCE & IMPROVEMENTS TO THE CHURCH AND SCHOOL BUILDINGS.

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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 $0

Investment Income $92,570

Other Revenue $0

TOTAL REVENUE $92,570

Expense Breakdown

Grants Paid $48,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,300

Other Expenses $3,420

TOTAL EXPENSES $51,720

Year-over-Year Comparison

	2024	2023	Change
Revenue	$92,570	$57,238	+0.6%
Expenses	$51,720	$46,484	+0.1%
Net Income	$40,850	$10,754	+2.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY GOETTEN	TRUSTEE	1.00	Director	$0	$0	$0
DENNIS RINGHAUSEN	TRUSTEE	1.00	Director	$0	$0	$0
JOE RINGHAUSEN	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT TONSOR	TRUSTEE	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	$92,570	$51,720	$994,552	$40,850
2023	$57,238	$46,484	$953,702	$10,754
2022	$15,613	$43,784	$942,948	$-28,171
2021	$79,179	$38,304	$1,003,096	$40,875
2020	$16,421	$45,411	$962,221	$-28,990

BERNICE WHEATON CHARITABLE TRUST