MARIE AND ANDREW LOBENSTEIN TRUST (EIN 396659951) - 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

1997

Legal Domicile

Principal Officer

WILLIAM T CURRAN

Phone

6088477363

Tax Period

2025-01-01 to 2025-12-31

MARIE AND ANDREW LOBENSTEIN TRUST, founded in 1997, is a micro nonprofit in the Religion sector that reported $85K in total revenue in fiscal year 2025. Revenue surged 262% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18K, a strong 21% operating margin.

Mission

THE TRUST IS SOLELY TO HELP THE ST. PATRICK'S PARISH IN MAUSTON, WISCONSIN TO PAY TEACHERS' SALARIES AT THE ST. PATRICK'S CATHOLIC GRADE SCHOOL AND FOR NO OTHER PURPOSE OR ACTIVITY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $84,853

Other Revenue $0

TOTAL REVENUE $84,853

Expense Breakdown

Grants Paid $65,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,000

Other Expenses $1,963

TOTAL EXPENSES $66,963

Year-over-Year Comparison

	2025	2024	Change
Revenue	$84,853	$23,450	+2.6%
Expenses	$66,963	$62,107	+0.1%
Net Income	$17,890	$-38,657	-1.5%

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
WILLIAM T CURRAN	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
2025	$84,853	$66,963	$1,303,619	$17,890
2024	$23,450	$62,107	$866,926	$-38,657
2023	$16,385	$45,073	$795,460	$-28,688
2022	$169,817	$45,517	$724,456	$124,300
2021	$20,980	$61,498	$967,385	$-40,518
2020	$88,472	$61,413	$778,712	$27,059

MARIE AND ANDREW LOBENSTEIN TRUST