WESPINE STUDY CENTER INC (EIN 431651179) - 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

1993

Legal Domicile

Principal Officer

NORBERT CARBALLO

Phone

3148211608

Tax Period

2023-01-01 to 2023-12-31

WESPINE STUDY CENTER INC, founded in 1993, is a small nonprofit in the Religion sector that reported $463K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $430K left a modest 7% surplus.

Mission

COURSES IN CHARACTER DEVELOPMENT, SPIRITUAL RETREATS, COURSES IN ROMAN CATHOLIC DOCTRINE, SPORTS AND HOBBY ACTIVITIES FOR YOUTH, CARE OF FACILITIES FOR ROMAN CATHOLIC WORSHIP, EDUCATIONAL PROGRAMS AND STAFF RESIDENCE. THE SPIRITUAL DIMENSION OF ACTIVITIES SPONSORED BY THE CENTER IS ENTRUSTED TO THE PRIESTS AND LAY DIRECTORS OF THE ROMAN CATHOLIC PRELATURE OF OPUS DEI WHO RESIDE IN THE CENTER.

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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 $278,689

Program Service Revenue $183,159

Investment Income $0

Other Revenue $1,256

TOTAL REVENUE $463,104

Expense Breakdown

Grants Paid $0

Salaries & Benefits $96,931

Fundraising Expenses $16,608

Program Expenses $344,597

Other Expenses $333,222

TOTAL EXPENSES $430,153

Year-over-Year Comparison

	2023	2022	Change
Revenue	$463,104	$407,437	+0.1%
Expenses	$430,153	$450,975	0.0%
Net Income	$32,951	$-43,538	-1.8%

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

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

$32,880

Total Directors

$32,880

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NORBERT CARBALLO	PRESIDENT	40.00	Officer Director	$0	$32,880	$32,880
CHARLES CUSHNIE	TREASURER	1.00	Officer Director	$0	$0	$0
THOMAS HERMAN	DIRECTOR	1.00	Director	$0	$0	$0
DAN JAKUBISIN	SECRETARY	10.00	Officer Director	$0	$0	$0
THOMAS LECHNER	VICE PRESIDE	10.00	Officer Director	$0	$0	$0
JAMES SUTTERER	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM DUFFY	ASSISTANT TR	10.00	Officer	$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	No data	No data	No data	No data
2023	$463,104	$430,153	$416,939	$32,951
2022	$407,437	$450,975	$383,988	$-43,538
2021	$464,234	$413,268	$427,646	$50,966
2020	$363,816	$389,077	$376,497	$-25,261

WESPINE STUDY CENTER INC