BENEDICTINE LIFE FOUNDATION OF WISCONSIN INC (EIN 391830847) - 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

1995

Legal Domicile

Principal Officer

LYNNE SMITH

Phone

6088319310

Tax Period

2024-01-01 to 2024-12-31

BENEDICTINE LIFE FOUNDATION OF WISCONSIN INC, founded in 1995, is a community nonprofit in the Religion sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $587K, a strong 50% operating margin.

Mission

SUPPORT FOR BENEDICTINE WOMEN OF MADISON, INC.

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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 $1,149,751

Program Service Revenue $0

Investment Income $0

Other Revenue $17,580

TOTAL REVENUE $1,167,331

Expense Breakdown

Grants Paid $311,300

Salaries & Benefits $198,223

Fundraising Expenses $145,676

Program Expenses $362,988

Other Expenses $70,928

TOTAL EXPENSES $580,451

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,167,331	$880,726	+0.3%
Expenses	$580,451	$709,545	-0.2%
Net Income	$586,880	$171,181	+2.4%

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

$103,654

Total Directors

$103,654

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY DAVID WALGENBACH OSB	BOARD MEMBER,SECRETARY	2.00	Officer Director	$0	$0	$0
LYNNE SMITH OSB	BOARD MEMBER,PRESIDENT	10.00	Officer Director	$0	$0	$0
JOANNE KOLLASCH OSB	BOARD MEMBER	2.00	Director	$0	$0	$0
LYNNE SMITH OSB	BOARD MEMBER, TREASURER	2.00	Officer Director	$0	$0	$0
ERIN TRONDSON	BOARD MEMBER, EXECUTIVE DI	40.00	Officer Director	$103,654	$0	$103,654

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	$1,167,331	$580,451	$1,327,832	$586,880
2023	$880,726	$709,545	$740,952	$171,181
2022	$856,545	$794,271	$571,965	$62,274
2021	$1,098,397	$1,404,256	$512,906	$-305,859
2020	$858,359	$714,979	$813,356	$143,380
2019	$603,830	$865,923	$784,633	$-262,093
2018	$615,477	$819,618	$725,271	$-204,141

BENEDICTINE LIFE FOUNDATION OF WISCONSIN INC