MERCEDARIAN MISSIONARIES OF BERRIZ TRUST FUND (EIN 431489452) - 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

1986

Legal Domicile

Principal Officer

SR SANDRA THIBODEAUX

Phone

8167815711

Tax Period

2024-01-01 to 2024-12-31

MERCEDARIAN MISSIONARIES OF BERRIZ TRUST FUND, founded in 1986, is a small nonprofit that reported $409K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $133K, a strong 33% operating margin.

Mission

TO ASSIST OUR LADY OF MERCY COUNTRY HOME WITH 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 (2024)

Revenue Breakdown

Contributions & Grants $377,619

Program Service Revenue $0

Investment Income $31,655

Other Revenue $0

TOTAL REVENUE $409,274

Expense Breakdown

Grants Paid $194,168

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $194,168

Other Expenses $81,987

TOTAL EXPENSES $276,155

Year-over-Year Comparison

	2024	2023	Change
Revenue	$409,274	$275,357	+0.5%
Expenses	$276,155	$168,375	+0.6%
Net Income	$133,119	$106,982	+0.2%

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

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
SR SANDRA THIBODEAUX	CHAIRMAN	1.00	Director	$0	$0	$0
SR LINDA TEEGARDEN	TREASURER	1.00	Director	$0	$0	$0
LARRY JANACARO	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
WALT HOLT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HOULIHAN	DIRECTOR	1.00	Director	$0	$0	$0
SR ANCHERIN KOTO	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SLATER	DIRECTOR	1.00	Director	$0	$0	$0
SU BACON	RECORDING SECRETARY	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
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