JOHN S THONER CHARITABLE FAMILY TRUST BISHOP MARK E BRENNAN (EIN 556134268) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

BISHOP MARK E BRENNAN

Phone

3042320444

Tax Period

2025-01-01 to 2025-12-31

JOHN S THONER CHARITABLE FAMILY TRUST BISHOP MARK E BRENNAN, founded in 1995, is a small nonprofit that reported $585K in total revenue in fiscal year 2025. Revenue fell 34% from the prior year — a significant decline worth monitoring. Net assets of $7.2M represent 147 months of operating reserves.

Mission

A SUPPORTING ORGANIZATION OF THE CHURCH EXEMPT UNDER THE GROUP RULING ISSUED TO THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $582,156

Other Revenue $2,602

TOTAL REVENUE $584,758

Expense Breakdown

Grants Paid $477,040

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $477,040

Other Expenses $91,278

TOTAL EXPENSES $568,318

Year-over-Year Comparison

	2025	2024	Change
Revenue	$584,758	$889,859	-0.3%
Expenses	$568,318	$532,819	+0.1%
Net Income	$16,440	$357,040	-1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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
BISHOP MARK E BRENNAN	TRUSTEE	0.10	Director	$0	$0	$0
CHAD CARTER	TRUSTEE	0.10	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	$584,758	$568,318	$7,154,718	$16,440
2024	$889,859	$532,819	$7,140,275	$357,040
2023	$324,907	$521,304	$6,783,236	$-196,397
2022	$389,542	$508,335	$6,979,634	$-118,793
2021	$941,378	$486,906	$7,098,428	$454,472
2020	$620,664	$456,999	$6,643,956	$163,665
2019	$555,589	$436,113	$6,480,291	$119,476
2018	$584,616	$396,696	$6,360,815	$187,920

JOHN S THONER CHARITABLE FAMILY TRUST BISHOP MARK E BRENNAN