BERNARDIAN CHARITABLE FOUNDATION (EIN 460901446) - 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

2012

Legal Domicile

Principal Officer

NICHOLAS PELLETIER

Phone

9783432229

Tax Period

2024-07-01 to 2025-06-30

BERNARDIAN CHARITABLE FOUNDATION, founded in 2012, is a micro nonprofit that reported $53K in total revenue in fiscal year 2024. Revenue fell 84% from the prior year — a significant decline worth monitoring. Expenses of $664K exceeded revenue, resulting in a 1160% operating deficit.

Mission

TO PROVIDE FINANCIAL SUPPORT TO ST. BERNARD'S HIGH SCHOOL.

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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 $50,526

Program Service Revenue $0

Investment Income $2,178

Other Revenue $0

TOTAL REVENUE $52,704

Expense Breakdown

Grants Paid $659,603

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $659,603

Other Expenses $4,452

TOTAL EXPENSES $664,055

Year-over-Year Comparison

	2024	2023	Change
Revenue	$52,704	$336,487	-0.8%
Expenses	$664,055	$281,409	+1.4%
Net Income	$-611,351	$55,078	-12.1%

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
NICHOLAS PELLETIER	PRESIDENT	1.00	Officer Director	$0	$0	$0
KEITH BOISSONEAU	CLERK	1.00	Officer Director	$0	$0	$0
ERIN O'CONNOR	TREASURER	1.00	Officer 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	$52,704	$664,055	No data	$-611,351
2023	$270,850	$510,425	$556,273	$-239,575
2022	$322,712	$514,270	$795,848	$-191,558
2021	$900,746	$414,212	$987,406	$486,534
2020	$608,230	$205,484	$500,872	$402,746

BERNARDIAN CHARITABLE FOUNDATION