MONTE CASSINO CHARITABLE TRUST

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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

1978

Legal Domicile

Principal Officer

Sister Marie Therese Long

Phone

9187423364

Tax Period

2022-07-01 to 2023-06-30

MONTE CASSINO CHARITABLE TRUST, founded in 1978, is a small nonprofit in the Education sector that reported $367K in total revenue in fiscal year 2022. The organization ran a surplus of $362K, a strong 99% operating margin.

Mission

To benefit Monte Cassino School, Inc by providing a source of funds, both operating and endowment, to benefit Monte Cassino School, Inc., in Tulsa, Oklahoma.

Program Service Accomplishments

Program 1

Monte Cassino Charitable Trust contributes funds each fiscal year, if needed, to scholarships, capital projects and general operations for Monte Cassino School, Inc. In the 2022-2023 school year...

Monte Cassino Charitable Trust contributes funds each fiscal year, if needed, to scholarships, capital projects and general operations for Monte Cassino School, Inc. In the 2022-2023 school year, Monte Cassino Charitable Trust did not make any contributions.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $367,245

Other Revenue $0

TOTAL REVENUE $367,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $5,008

TOTAL EXPENSES $5,008

Year-over-Year Comparison

	2022	2021	Change
Revenue	$367,245	$370,949	0.0%
Expenses	$5,008	$325,737	-1.0%
Net Income	$362,237	$45,212	+7.0%

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

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

$180,336

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tracie Kutmas	EX-Officio Trustee	0.20	Key Emp	$0	$22,085	$180,336
Sister Marie Therese Long OSB	Trustee	0.10	Director	$0	$0	$0
David Jeter	Trustee	0.10	Director	$0	$0	$0
Sister Christine Ereiser OSB	Trustee	0.10	Director	$0	$0	$0
Trey Karlovich	Trustee	0.10	Director	$0	$0	$0
Steve Austin	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$367,245	$5,008	$8,921,272	$362,237
2022	$370,949	$325,737	$8,246,875	$45,212
2021	$407,862	$304,988	$9,856,519	$102,874