BENJAMIN MUSSER ESTATE TRUST INC (EIN 480553644) - 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

1986

Legal Domicile

Principal Officer

MAX E BURKS

Phone

7854283644

Tax Period

2024-04-01 to 2025-03-31

BENJAMIN MUSSER ESTATE TRUST INC, founded in 1986, is a small nonprofit that reported $279K in total revenue in fiscal year 2024. Revenue surged 1032% from the prior year, signaling strong growth momentum. The organization ran a surplus of $253K, a strong 91% operating margin.

Mission

STUDENT LOANS & SCHOLARSHIPS/ GRANTS for COLLEGE & TRADESCHOOLS

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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 $226,094

Program Service Revenue $19,000

Investment Income $33,599

Other Revenue $0

TOTAL REVENUE $278,693

Expense Breakdown

Grants Paid $18,750

Salaries & Benefits $2,000

Fundraising Expenses $0

Program Expenses $25,710

Other Expenses $4,960

TOTAL EXPENSES $25,710

Year-over-Year Comparison

	2024	2023	Change
Revenue	$278,693	$24,614	+10.3%
Expenses	$25,710	$23,110	+0.1%
Net Income	$252,983	$1,504	+167.2%

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

$2,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAX E BURKS	SEC-TREAS	4.00	Officer	$2,000	$0	$2,000
SHERRY KOSTER	TRUSTEE	2.00	Director	$0	$0	$0
JOSH BURKS	VICE- PRES	5.00	Officer Director	$0	$0	$0
SCOTT LIENBERGER	PRESIDENT	3.00	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
2025	$278,693	$25,710	$1,401,452	$252,983
2024	$24,614	$23,110	$1,027,155	$1,504
2023	$15,583	$18,940	$1,026,182	$-3,357
2022	$13,664	$19,675	$1,029,539	$-6,011
2021	$18,330	$23,276	$1,037,586	$-4,946
2020	$20,050	$17,866	$1,044,716	$2,184
2019	$16,160	$18,338	$1,042,532	$-2,178

BENJAMIN MUSSER ESTATE TRUST INC