ST BENEDICT CATHOLIC SCHOOL ENDOWMENT ASSOCIATION (EIN 480929173) - 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

1981

Legal Domicile

Principal Officer

DEREK FRANKLIN

Phone

9133673503

Tax Period

2023-01-01 to 2023-12-31

ST BENEDICT CATHOLIC SCHOOL ENDOWMENT ASSOCIATION, founded in 1981, is a small nonprofit in the Education sector that reported $208K in total revenue in fiscal year 2023. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $91K, a strong 44% operating margin.

Mission

SCHOLARSHIPS AND ENDOWMENTS FOR ST BENEDICT CATHOLIC 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 (2023)

Revenue Breakdown

Contributions & Grants $30,970

Program Service Revenue $0

Investment Income $177,050

Other Revenue $0

TOTAL REVENUE $208,020

Expense Breakdown

Grants Paid $105,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $115,100

Other Expenses $12,220

TOTAL EXPENSES $117,320

Year-over-Year Comparison

	2023	2022	Change
Revenue	$208,020	$116,154	+0.8%
Expenses	$117,320	$99,922	+0.2%
Net Income	$90,700	$16,232	+4.6%

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
BOB ALBERS	DIRECTOR	0.25	Director	$0	$0	$0
MARTIN ASHER	TREASURER	0.25	Officer Director	$0	$0	$0
LARRY J BUESSING	DIRECTOR	0.25	Officer Director	$0	$0	$0
MARTIN J CLEMENTS	SECRETARY	0.25	Officer Director	$0	$0	$0
DIANE CROCKETT	DIRECTOR	0.25	Director	$0	$0	$0
DEREK FRANKLIN	CHAIR	0.25	Director	$0	$0	$0
DENNIS GARDNER	DIRECTOR	0.25	Director	$0	$0	$0
EDDIE GIBSON	DIRECTOR	0.25	Director	$0	$0	$0
FR JEREMY HEPPLER	DIRECTOR	0.25	Director	$0	$0	$0
ANGELA HUMBURG	DIRECTOR	0.25	Director	$0	$0	$0
GERALD KUCKELMAN	DIRECTOR	0.25	Director	$0	$0	$0
KIM LEWMAN	DIRECTOR	0.25	Director	$0	$0	$0
DIANE LIEBSCH	DIRECTOR	0.25	Officer Director	$0	$0	$0
EDWARD TROMPETER	DIRECTOR	0.25	Director	$0	$0	$0
ANDREW WERRING	DIRECTOR	0.25	Director	$0	$0	$0
ROSEMARY WILKERSON	DIRECTOR	0.25	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
2024	No data	No data	No data	No data
2023	$208,020	$117,320	$2,080,068	$90,700
2022	$116,154	$99,922	$2,028,994	$16,232
2021	$276,813	$90,060	$2,292,091	$186,753
2020	$60,869	$79,226	$1,869,264	$-18,357
2019	$60,750	$86,870	$1,749,214	$-26,120

ST BENEDICT CATHOLIC SCHOOL ENDOWMENT ASSOCIATION