PIA TEGLER BENEDICTINE FOUNDATION (EIN 450430947) - 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

SR MICHAEL EMOND

Phone

7014561900

Tax Period

2023-07-01 to 2024-06-30

PIA TEGLER BENEDICTINE FOUNDATION, founded in 1993, is a small nonprofit that reported $775K in total revenue in fiscal year 2023. Revenue fell 87% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $247K, a strong 32% operating margin.

Mission

FOR THE RETIREMENT OF THE BENEDICTINE SISTERS OF RICHARDTON, INC. AND SIMILAR PROJECTS DESIGNED TO ASSIST THE WORK OF THE SACRED HEART MONASTERY.

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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 $0

Program Service Revenue $0

Investment Income $774,927

Other Revenue $0

TOTAL REVENUE $774,927

Expense Breakdown

Grants Paid $500,004

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $500,004

Other Expenses $27,943

TOTAL EXPENSES $527,947

Year-over-Year Comparison

	2023	2022	Change
Revenue	$774,927	$6,171,890	-0.9%
Expenses	$527,947	$151,951	+2.5%
Net Income	$246,980	$6,019,939	-1.0%

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
SR PHEOBE SCHWARTZE	VICE CHAIR	N/A	Officer	$0	$0	$0
SR MICHAEL EMOND	PRESIDENT	N/A	Officer	$0	$0	$0
SR JILL WEST	SECRETARY/TR	N/A	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
2025	No data	No data	No data	No data
2024	$774,927	$527,947	$18,740,646	$246,980
2023	$6,171,890	$151,951	$17,070,420	$6,019,939
2022	$695,844	$173,934	$10,515,450	$521,910
2021	$2,594,785	$262,371	$11,998,649	$2,332,414
2020	$35,850	$291,126	$9,666,235	$-255,276
2019	$547,528	$288,041	$9,921,511	$259,487

PIA TEGLER BENEDICTINE FOUNDATION