Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust (EIN 854259292) - 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

2021

Legal Domicile

Principal Officer

Jeffrey Fleming

Phone

6122536560

Tax Period

2024-01-01 to 2024-12-31

Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust, founded in 2021, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $315K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $595K exceeded revenue, resulting in a 89% operating deficit.

Mission

The Trust's purpose is to provide financial support to specified beneficiary organizations.

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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 (2024)

Revenue Breakdown

Contributions & Grants $11,696

Program Service Revenue $0

Investment Income $116,478

Other Revenue $186,617

TOTAL REVENUE $314,791

Expense Breakdown

Grants Paid $450,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $450,000

Other Expenses $145,176

TOTAL EXPENSES $595,176

Year-over-Year Comparison

	2024	2023	Change
Revenue	$314,791	$537,455	-0.4%
Expenses	$595,176	$355,523	+0.7%
Net Income	$-280,385	$181,932	-2.5%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Doug Little Trustee Oct	MT School for Deaf & Blind	0.50	Director	$0	$0	$0
Audrey Stromberg Trustee Oct	Roosevelt Memorial Hospital	0.50	Director	$0	$0	$0
Ted Behncke Trustee Oct	St. Coletta School	0.50	Director	$0	$0	$0
Jeffrey Fleming Trustee	Roman Catholic Bishop of Great Falls	0.50	Director	$0	$0	$0
Robin Baker Trustee	St. Coletta School	0.50	Director	$0	$0	$0
Jamason Schmidt Trustee	Culbertson, Froid, Bainville Health Care Cop.	0.50	Director	$0	$0	$0
Bonnie DeNoma Trustee	MT School for Deaf & Blind	0.50	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	$314,791	$595,176	$14,947,212	$-280,385
2023	$537,455	$355,523	$14,984,334	$181,932
2022	$890,704	$283,973	$14,516,929	$606,731
2021	$8,498,329	$410,431	$14,653,236	$8,087,898

Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust