ST ROBERT BELLARMINE CATHOLIC CHURCH ENDOWMENT (EIN 833773397) - 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

2019

Legal Domicile

Principal Officer

REV PHILIP BURNE

Phone

9795434298

Tax Period

2023-01-01 to 2023-12-31

ST ROBERT BELLARMINE CATHOLIC CHURCH ENDOWMENT, founded in 2019, is a micro nonprofit in the Religion sector that reported $46K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $29K, a strong 62% operating margin.

Mission

THE ENDOWMENT IS FOR CHARITABLE PURPOSES AND SHALL BE LIMITED TO AND SHALL INCLUDE ONLY RELIGIOUS, HEALTH, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES

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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 $11,970

Program Service Revenue $0

Investment Income $34,523

Other Revenue $0

TOTAL REVENUE $46,493

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,821

Other Expenses $17,821

TOTAL EXPENSES $17,821

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,493	$39,546	+0.2%
Expenses	$17,821	$50,559	-0.6%
Net Income	$28,672	$-11,013	-3.6%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
REV PHILIP BURNE	President	Director	$0	$0	$0
DAVID VALLEJO	Vice President	Director	$0	$0	$0
IMELDA TERRAZAS	Secretary	Director	$0	$0	$0
AMY STAFF	Treasurer	Director	$0	$0	$0
FRANCES ROEMER	Trustee	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
2024	No data	No data	No data	No data
2023	$46,493	$17,821	$985,426	$28,672
2022	$39,546	$50,559	$956,754	$-11,013
2021	$64,857	$68,664	$967,767	$-3,807
2020	$-17,156	$15,520	$971,574	$-32,676

ST ROBERT BELLARMINE CATHOLIC CHURCH ENDOWMENT