BENJAMIN FRANKLIN LOVEJOY AND CLAIRE A LOVEJOY FOUNDATION TRUST (EIN 746399954) - 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

1992

Legal Domicile

Principal Officer

WESTSTAR BANK TRUSTEE

Phone

9157471675

Tax Period

2023-01-01 to 2023-12-31

BENJAMIN FRANKLIN LOVEJOY AND CLAIRE A LOVEJOY FOUNDATION TRUST, founded in 1992, is a micro nonprofit in the Religion sector that reported $64K in total revenue in fiscal year 2023. Revenue surged 216% from the prior year, signaling strong growth momentum. Net assets of $2.0M represent 381 months of operating reserves.

Mission

SUPPORT SAINT PATRICK CATHEDRAL'S RELIGIOUS, CHARITABLE, AND EDUCATIONAL PROGRAMS.

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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 $64,326

Other Revenue $0

TOTAL REVENUE $64,326

Expense Breakdown

Grants Paid $40,398

Salaries & Benefits $23,364

Fundraising Expenses $0

Program Expenses $46,239

Other Expenses $2,125

TOTAL EXPENSES $65,887

Year-over-Year Comparison

	2023	2022	Change
Revenue	$64,326	$20,387	+2.2%
Expenses	$65,887	$87,543	-0.2%
Net Income	$-1,561	$-67,156	-1.0%

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

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
REV MARCUS MCFADIN	ST PATRICK CATHERDRAL FINA	0.50	Director	$0	$0	$0
DEACON BOB GUERRA	ST PATRICK CATHERDRAL FINA	0.50	Director	$0	$0	$0
TERESA QUEZADA	ST PATRICK CATHERDRAL FINA	0.50	Director	$0	$0	$0
JESUS CARRILLO	ST PATRICK CATHERDRAL FINA	0.50	Director	$0	$0	$0
LETICA RUVALCABA	ST PATRICK CATHERDRAL FINA	0.50	Director	$0	$0	$0
LAURA MCDERMOTT	ST PATRICK CATHERDRAL FINA	0.50	Director	$0	$0	$0
N/A	CORPORATE TRUSTEE	3.00		$23,364	$0	$23,364

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	$64,326	$65,887	$2,043,888	$-1,561
2022	$20,387	$87,543	$2,045,449	$-67,156
2021	$223,078	$40,594	$2,112,605	$182,484
2020	$84,553	$57,616	$1,930,121	$26,937
2019	$119,552	$62,919	$1,903,184	$56,633

BENJAMIN FRANKLIN LOVEJOY AND CLAIRE A LOVEJOY FOUNDATION TRUST