BENEDICTINE SISTERS FOUNDATION OF WATERTOWN (EIN 460441468) - 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

1996

Legal Domicile

Principal Officer

S TERRI HOFFMAN

Phone

6058826600

Tax Period

2022-08-01 to 2023-07-31

BENEDICTINE SISTERS FOUNDATION OF WATERTOWN, founded in 1996, is a small nonprofit that reported $113K in total revenue in fiscal year 2017. Revenue decreased 19% compared to the prior year. The organization ran a surplus of $39K, a strong 35% operating margin.

Mission

TO SUPPORT THE MINISTRIES OF BENEDICTINE SISTERS OF MOTHER OF GOD MONASTERY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $5,572

Other Revenue $0

TOTAL REVENUE $5,572

Expense Breakdown

Grants Paid $1,145,055

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,145,055

Other Expenses $683

TOTAL EXPENSES $1,145,738

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,572	$73,761	-0.9%
Expenses	$1,145,738	$227,037	+4.0%
Net Income	$-1,140,166	$-153,276	+6.4%

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
S TERRI HOFFMAN	PRESIDENT	0.01	Officer Director	$0	$0	$0
JEFF ANDERSON	BOARD CHAIRMAN	0.01	Officer Director	$0	$0	$0
KIM PETERSON	SECRETARY	0.01	Officer Director	$0	$0	$0
AL JANZEN	DIRECTOR	0.01	Director	$0	$0	$0
DONNA SPEIDEL	DIRECTOR	0.01	Director	$0	$0	$0
ROCHELLE EBBERS	DIRECTOR	0.01	Director	$0	$0	$0
S RAMONA FALLON	DIRECTOR	0.01	Director	$0	$0	$0
PAT MAHOWALD	DIRECTOR	0.01	Director	$0	$0	$0
SUSAN PAULSEN	DIRECTOR	0.01	Director	$0	$0	$0
MATTHEW ROBY	DIRECTOR	0.01	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
2023	$5,572	$1,145,738	No data	$-1,140,166
2022	$73,761	$227,037	$1,167,500	$-153,276
2021	$80,799	$58,228	$1,468,628	$22,571
2021	$166,385	$57,304	$1,468,628	$109,081
2020	$76,973	$47,698	$1,209,730	$29,275
2019	$135,217	$62,154	$1,120,456	$73,063
2018	$112,555	$73,080	$1,041,146	$39,475

BENEDICTINE SISTERS FOUNDATION OF WATERTOWN