BEATRICE M SCHMITZ ENDOWED MEMORIAL TRUST

EIN: 376487906 501(c)(3) Education

KANSAS CITY, MO

Total Revenue
$76,992
Total Expenses
$51,890
Total Assets
$1,466,073
Net Assets
$1,466,073
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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
2010
Legal Domicile
KS
Principal Officer
Country Club Trust Co
Phone
3144182643
Tax Period
2024-05-01 to 2025-04-30

BEATRICE M SCHMITZ ENDOWED MEMORIAL TRUST, founded in 2010, is a micro nonprofit in the Education sector that reported $77K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 33% operating margin.

Mission

SUPPORTING A 170 (B) (1) (A) (I) ORGANIZATION

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $76,992
Other Revenue $0
TOTAL REVENUE $76,992

Expense Breakdown

Grants Paid $41,452
Salaries & Benefits $1,824
Fundraising Expenses $0
Other Expenses $8,614
TOTAL EXPENSES $51,890

Year-over-Year Comparison

2024 2023 Change
Revenue $76,992 $60,184 +0.3%
Expenses $51,890 $41,423 +0.3%
Net Income $25,102 $18,761 +0.3%
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

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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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A Trustee N/A
$1,359 $0 $1,359
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 $76,992 $51,890 $1,466,073 $25,102
2024 $60,184 $41,423 $1,440,949 $18,761
2023 $70,286 $34,383 $1,421,589 $35,903
2022 $83,364 $33,579 $1,385,862 $49,785
2021 $47,516 $35,331 $1,336,250 $12,185
2020 $17,624 $36,709 $1,324,280 $-19,085
2019 $34,236 $45,422 $1,342,267 $-11,186
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