BENEDICTINE SCHOOLS EDUCATIONAL FOUNDATION (EIN 453960058) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

RADM ALLIE LESLIE

Phone

8047089500

Tax Period

2024-07-01 to 2025-06-30

BENEDICTINE EDUCATIONAL FOUNDATION, founded in 2011, is a community nonprofit in the Education sector that reported $7.7M in total revenue in fiscal year 2017. Revenue surged 413% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.3M, a strong 82% operating margin.

Mission

TO ACCEPT, RECEIVE AND MANAGE REAL AND PERSONAL PROPERTY, INCOME, AND MONIES FOR THE BENEFIT OF AND TO CARRY OUT THE PURPOSES OF BENEDICTINE SCHOOLS OF RICHMOND.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,238,178

Program Service Revenue $0

Investment Income $597,115

Other Revenue $151,016

TOTAL REVENUE $13,986,309

Expense Breakdown

Grants Paid $9,814,653

Salaries & Benefits $0

Fundraising Expenses $4,203

Program Expenses $9,814,653

Other Expenses $145,493

TOTAL EXPENSES $9,960,146

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,986,309	$6,285,927	+1.2%
Expenses	$9,960,146	$6,020,230	+0.7%
Net Income	$4,026,163	$265,697	+14.2%

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
RADM ALLIE LESLIE	CHAIR	1.00	Officer Director	$0	$0	$0
MATT J GADAMS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS KEEGAN	SECRETARY	1.00	Officer Director	$0	$0	$0
MATTHEW D WHITE	TREASURER	1.00	Officer Director	$0	$0	$0
MARSHALL D BANKS II	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD E DOLAN III	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL R FALCONE	DIRECTOR	1.00	Director	$0	$0	$0
GEOFF GASPERINI	DIRECTOR	1.00	Director	$0	$0	$0
KELLY GEARY	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN HANEY	DIRECTOR	1.00	Director	$0	$0	$0
C ADAM KIJECK	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY N KUHN	DIRECTOR	1.00	Director	$0	$0	$0
GEOFF MCDONALD	DIRECTOR	1.00	Director	$0	$0	$0
EVELYN V MCGILL	DIRECTOR	1.00	Director	$0	$0	$0
BEAD MCKEON OSB	DIRECTOR	1.00	Director	$0	$0	$0
BUNI NEIGHBORS	DIRECTOR	1.00	Director	$0	$0	$0
TORIANO PHILLIPS	DIRECTOR	1.00	Director	$0	$0	$0
RANDY REYNOLDS JR	DIRECTOR	1.00	Director	$0	$0	$0
TODD D ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
JULIE STEINER SHIRLEY	DIRECTOR	1.00	Director	$0	$0	$0
PLACID D SOLARI OSB	DIRECTOR	1.00	Director	$0	$0	$0
GREG STIVERS	DIRECTOR	1.00	Director	$0	$0	$0
KEN SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE WHITE	DIRECTOR	1.00	Director	$0	$0	$0
W SCOTT WILSON	DIRECTOR	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	$13,986,309	$9,960,146	$41,733,970	$4,026,163
2024	No data	No data	No data	No data
2023	$19,864,518	$11,325,024	$32,891,454	$8,539,494
2022	$10,827,292	$21,968,708	$29,794,107	$-11,141,416
2021	$9,382,036	$5,675,270	$30,752,890	$3,706,766
2020	$7,643,878	$13,002,671	$19,193,938	$-5,358,793
2019	$8,723,571	$2,918,967	$15,843,464	$5,804,604
2018	$7,695,658	$1,420,874	$11,174,793	$6,274,784

BENEDICTINE SCHOOLS EDUCATIONAL FOUNDATION