GLENMARY SISTERS CHARITABLE TRUST (EIN 616218294) - 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

1994

Legal Domicile

Principal Officer

JOHN KURTZ

Phone

2706868401

Tax Period

2022-01-01 to 2022-12-31

GLENMARY SISTERS CHARITABLE TRUST, founded in 1994, is a small nonprofit that reported $103K in total revenue in fiscal year 2022. Revenue surged 1022% from the prior year, signaling strong growth momentum. Expenses of $554K exceeded revenue, resulting in a 438% operating deficit.

Mission

THE PURPOSE OF THE TRUST IS TO PAY AND PROVIDE FOR THE CARE, MAINTENANCE AND SUPPORT OF MEMBERS OF THE HOME MISSION SISTERS OF AMERICA, INC. DURING THEIR SENIORITY AND RETIREMENT AND/OR DISABILITY AND CHARITABLE WORKS OF THE GLENMARY SISTERS.

🔒

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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $102,958

Other Revenue $0

TOTAL REVENUE $102,958

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $546,141

Other Expenses $553,744

TOTAL EXPENSES $553,744

Year-over-Year Comparison

	2022	2021	Change
Revenue	$102,958	$9,180	+10.2%
Expenses	$553,744	$10,383	+52.3%
Net Income	$-450,786	$-1,203	+373.7%

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

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
SR AIDA BADILLO	DIRECTOR	1.00	Director	$0	$0	$0
SHARRIE CINNAMOND	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KURTZ	DIRECTOR	1.00	Director	$0	$0	$0
AMY PAYNE	DIRECTOR	1.00	Director	$0	$0	$0
SR DARLENE PRESLEY	DIRECTOR	1.00	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
2022	$102,958	$553,744	No data	$-450,786
2021	$9,180	$10,383	$651,330	$-1,203
2020	$9,879	$5,568	$539,977	$4,311
2019	$141,184	$680,033	$472,222	$-538,849
2018	$232,169	$516,111	$1,022,402	$-283,942

GLENMARY SISTERS CHARITABLE TRUST