MERCEDARIAN MISSIONARIES OF BERRIZ… - Form 990 Financial Data

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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

1986

Legal Domicile

Principal Officer

SR SANDRA THIBODEAUX

Phone

8168099536

Tax Period

2025-01-01 to 2025-12-31

MERCEDARIAN MISSIONARIES OF BERRIZ TRUST FUND, founded in 1986, is a small nonprofit that reported $306K in total revenue in fiscal year 2025. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $94K, a strong 31% operating margin.

Mission

TO ASSIST OUR LADY OF MERCY COUNTRY HOME WITH EXPENSES NOT WITHIN BUDGET

Program Service Accomplishments

Program 1

Expenses: $129,647 Revenue: $272,041

TO ASSIST OUR LADY OF MERCY COUNTRY HOME AND OTHER CHARITABLE ORGANIZATIONS BY SOLICITING FUNDS AND DISBURSING THE FUNDS TO EXEMPT ORGANIZATIONS FOR EXPENSES NOT WITHIN BUDGET.

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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 $272,041

Program Service Revenue $0

Investment Income $34,411

Other Revenue $0

TOTAL REVENUE $306,452

Expense Breakdown

Grants Paid $129,647

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $129,647

Other Expenses $82,788

TOTAL EXPENSES $212,435

Year-over-Year Comparison

	2025	2024	Change
Revenue	$306,452	$409,274	-0.3%
Expenses	$212,435	$276,155	-0.2%
Net Income	$94,017	$133,119	-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

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
SU BACON	RECORDING SE	1.00	Director	$0	$0	$0
WALT HOLT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HOULIHAN	DIRECTOR	1.00	Director	$0	$0	$0
LARRY JANACARO	DIRECTOR	1.00	Director	$0	$0	$0
SR ANCHERIN KOTO	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA LILLIS	DIRECTOR	1.00	Director	$0	$0	$0
SR BETTY PRESTON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SLATER	DIRECTOR	1.00	Director	$0	$0	$0
SR LINDA TEEGARDEN	TREASURER	1.00	Director	$0	$0	$0
SR SANDRA THIBODEAUX	CHAIRMAN	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	$306,452	$212,435	$1,052,421	$94,017
2024	$409,274	$276,155	$979,012	$133,119
2023	$275,357	$168,375	$802,708	$106,982
2022	$274,856	$266,871	No data	$7,985
2021	$220,485	$229,162	$950,006	$-8,677
2020	$228,984	$414,243	$1,158,530	$-185,259
2019	$257,336	$168,580	$1,310,376	$88,756
2019	$201,944	$182,136	$1,259,396	$19,808
2018	$238,812	$312,131	$1,113,264	$-73,319

MERCEDARIAN MISSIONARIES OF BERRIZ TRUST FUND