Minneapolis, MN
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
The Trust will provide cash distributions to specified beneficiary organizations, recognized as 501(c)(3) public charities, on an annual basis in accordance with percentages stated in the Trust Agreement, to be used exclusively for charitable purposes.
The Trust provides funds for the following beneficiaries: Montana School for the Deaf and Blind Foundation, Culbertson Froid Bainville Health Care Corporation, St. Coletta School, and Roman Catholic...
The Trust provides funds for the following beneficiaries: Montana School for the Deaf and Blind Foundation, Culbertson Froid Bainville Health Care Corporation, St. Coletta School, and Roman Catholic Bishop of Great Falls, Montana.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
Compare Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust with other nonprofits in Minnesota and across the country.