STRONG REFUGE CHARITABLE TRUST (EIN 822174310) - 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

2017

Legal Domicile

Principal Officer

DANA E RING

Phone

6788921874

Tax Period

2023-01-01 to 2023-12-31

STRONG REFUGE CHARITABLE TRUST, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $366K in total revenue in fiscal year 2023. Expenses of $1.2M exceeded revenue, resulting in a 222% operating deficit.

Mission

TO PROVIDE FUNDING TO CHARITIES IN FULFILLMENT OF THE EXEMPT PURPOSES OF NCCF WITH EMPHASIS ON YOUTH, CHILDREN, AND LEADERSHIP TRAINING.

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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 $150,000

Program Service Revenue $0

Investment Income $106,111

Other Revenue $109,990

TOTAL REVENUE $366,101

Expense Breakdown

Grants Paid $1,149,750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,149,750

Other Expenses $30,734

TOTAL EXPENSES $1,180,484

Year-over-Year Comparison

	2023	2022	Change
Revenue	$366,101	$-474,126	-1.8%
Expenses	$1,180,484	$1,495,584	-0.2%
Net Income	$-814,383	$-1,969,710	-0.6%

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

$499,024

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES A BISENIUS	TRUSTEE	1.00	Director	$0	$0	$0
KENDRA VANDERMEULEN	TRUSTEE	1.00	Director	$0	$1,467	$249,775
DANA E RING	TRUSTEE	1.00	Director	$0	$21,514	$249,249

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	$366,101	$1,180,484	$6,724,521	$-814,383
2022	$-474,126	$1,495,584	$7,162,220	$-1,969,710
2021	$174,040	$879,791	$9,258,232	$-705,751
2020	$742,287	$1,499,220	$10,070,333	$-756,933

STRONG REFUGE CHARITABLE TRUST