BEHL TRUST UW FBO WESTMINSTER CHURCH (EIN 726099157) - 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

1957

Legal Domicile

Phone

5045992191

Tax Period

2023-01-01 to 2023-12-31

BEHL TRUST UW FBO WESTMINSTER CHURCH, founded in 1957, is a micro nonprofit that reported $41K in total revenue in fiscal year 2023. Expenses of $50K exceeded revenue, resulting in a 22% operating deficit.

Mission

TO SUPPORT THE WESTMINSTER CHURCH IN ITS RELIGIOUS ACTIVITIES

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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 $0

Program Service Revenue $0

Investment Income $40,926

Other Revenue $194

TOTAL REVENUE $41,120

Expense Breakdown

Grants Paid $36,532

Salaries & Benefits $11,667

Fundraising Expenses $0

Program Expenses $36,532

Other Expenses $1,979

TOTAL EXPENSES $50,178

Year-over-Year Comparison

	2023	2022	Change
Revenue	$41,120	$-12,584	-4.3%
Expenses	$50,178	$53,423	-0.1%
Net Income	$-9,058	$-66,007	-0.9%

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

$2,224

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY S ERWIN	CO-TRUSTEE	2.0	Director	$2,224	$0	$2,224
MARCIE BECK	BOARD MEMBER	N/A	Director	$0	$0	$0
BRITT CAMPBELL	BOARD MEMBER	N/A	Director	$0	$0	$0
JEANNINE LEMMON	CHAIRMAN	N/A	Director	$0	$0	$0
PAUL KARSTEN	BOARD MEMBER	N/A	Director	$0	$0	$0
KEN BANDSTRA	BOARD MEMBER	N/A	Director	$0	$0	$0
CRAIG BOEVE	BOARD MEMBER	N/A	Director	$0	$0	$0
JOHN PRESTON	BOARD MEMBER	N/A	Director	$0	$0	$0
FRANK SPIES	BOARD MEMBER	N/A	Director	$0	$0	$0
KAREN FULLER	BOARD MEMBER	N/A	Director	$0	$0	$0
REV LYNETTE SPARKS	STAFF LIAISON	N/A	Director	$0	$0	$0
HANCOCK WHITNEY BANK	CO-TRUSTEE	1.0		$9,443	$0	$9,443

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	$41,120	$50,178	$679,885	$-9,058
2022	$-12,584	$53,423	$688,873	$-66,007
2021	$105,472	$38,451	$754,668	$67,021
2020	$13,481	$35,298	$688,378	$-21,817

BEHL TRUST UW FBO WESTMINSTER CHURCH