BEHL TRUST FOR FIRST PRESBYTERIAN CHURCH (EIN 726018404) - 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

1957

Legal Domicile

Phone

5045992191

Tax Period

2023-01-01 to 2023-12-31

BEHL TRUST FOR FIRST PRESBYTERIAN CHURCH, founded in 1957, is a micro nonprofit that reported $59K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $85K exceeded revenue, resulting in a 43% operating deficit.

Mission

THE ORGANIZATION'S FUNCTION IS TO BENEFIT THE YOUTH PROGRAMS OF THE FIRST PRESBYTERIAN CHURCH OF ALEXANDRIA, LA.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $30,515

Other Revenue $28,635

TOTAL REVENUE $59,150

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $21,061

Fundraising Expenses $0

Program Expenses $60,000

Other Expenses $3,572

TOTAL EXPENSES $84,633

Year-over-Year Comparison

	2023	2022	Change
Revenue	$59,150	$52,412	+0.1%
Expenses	$84,633	$107,298	-0.2%
Net Income	$-25,483	$-54,886	-0.5%

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

$3,640

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY S ERWIN	CO-TRUSTEE	2.0	Director	$3,640	$0	$3,640
JOHN PRESTON	BOARD MEMBER	N/A	Director	$0	$0	$0
FRANK SPIES	BOARD MEMBER	N/A	Director	$0	$0	$0
JEANNINE LEMMON	CHAIRMAN	N/A	Director	$0	$0	$0
REV GREG CARROLL	STAFF LIAISON	N/A	Director	$0	$0	$0
HANCOCK WHITNEY BANK	CO-TRUSTEE	1.0		$17,421	$0	$17,421

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	$59,150	$84,633	$1,444,568	$-25,483
2022	$52,412	$107,298	$1,469,763	$-54,886
2021	$247,246	$98,826	$1,524,733	$148,420
2020	$44,667	$74,482	$1,376,751	$-29,815

BEHL TRUST FOR FIRST PRESBYTERIAN CHURCH