BENEDICTINE FOUNDATION (EIN 411513014) - 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

1984

Legal Domicile

Principal Officer

JOSLYN BIEVER

Phone

7633472200

Tax Period

2023-07-01 to 2024-06-30

BENEDICTINE FOUNDATION, founded in 1984, is a community nonprofit that reported $6.3M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.6M, a strong 42% operating margin.

Mission

COORDINATE, ENCOURAGE, MOTIVATE AND SUPPORT THE FUND DEVELOPMENT ACTIVITY EFFORT WITHIN BHS

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,812,856

Program Service Revenue $2,033,651

Investment Income $461,431

Other Revenue $-5,676

TOTAL REVENUE $6,302,262

Expense Breakdown

Grants Paid $3,492,569

Salaries & Benefits $0

Fundraising Expenses $203,452

Program Expenses $3,802,009

Other Expenses $162,246

TOTAL EXPENSES $3,654,815

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,302,262	$5,728,187	+0.1%
Expenses	$3,654,815	$2,738,340	+0.3%
Net Income	$2,647,447	$2,989,847	-0.1%

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

250

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

$1,581,875

Total Directors

$1,274,391

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERRY CARLEY	CEO OF BHS	1.00	Officer Director	$0	$161,175	$829,117
KEVIN RYMANOWSKI	CFO OF BHS/TREASURER	1.00	Officer Director	$0	$33,145	$445,274
KATHEY ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN NETT	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
KEVIN GREFF	DIRECTOR	1.00	Director	$0	$0	$0
LEONARD ESSIG	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JUDIE KANTEN	DIRECTOR	1.00	Director	$0	$0	$0
MARY TANNER	SECRETARY	1.00	Director	$0	$0	$0
SR DOREEN KING OSB	DIRECTOR	1.00	Director	$0	$0	$0
WENDY BENNEFELD	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE HENNEN	PRESIDENT	40.00	Officer	$0	$49,407	$307,484
TRACY LEHN	DIRECTOR, PHILANTHROPY SERVICES	32.00	Highest	$0	$7,107	$140,629

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	No data	No data	No data	No data
2024	$6,302,262	$3,654,815	$23,112,402	$2,647,447
2023	$5,728,187	$2,738,340	$18,716,580	$2,989,847
2022	$3,315,760	$2,419,488	$14,894,804	$896,272
2021	$4,052,107	$3,445,665	$15,163,836	$606,442
2020	$4,713,734	$4,000,059	$12,760,528	$713,675
2019	$4,274,742	$5,057,362	$11,890,314	$-782,620
2018	$4,004,599	$8,964,885	$11,999,464	$-4,960,286

BENEDICTINE FOUNDATION