RSHM Ministry Trust (EIN 856246647) - 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

2020

Legal Domicile

Principal Officer

Catherine Vincie

Phone

9146318872

Tax Period

2024-01-01 to 2024-12-31

RSHM Ministry Trust, founded in 2020, is a small nonprofit that reported $344K in total revenue in fiscal year 2024. Revenue fell 56% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $298K, a strong 87% operating margin.

Mission

A charitable trust established to provide funding for the religious, charitable and educational activities and ministries in keeping with the mission of the Religious of the Sacred Heart of Mary.

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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 $0

Program Service Revenue $0

Investment Income $343,956

Other Revenue $0

TOTAL REVENUE $343,956

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $46,056

Program Expenses $0

Other Expenses $46,056

TOTAL EXPENSES $46,056

Year-over-Year Comparison

	2024	2023	Change
Revenue	$343,956	$784,702	-0.6%
Expenses	$46,056	$46,296	0.0%
Net Income	$297,900	$738,406	-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

N/A

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	Hours/Week	Reportable Comp	Other Comp	Total
Catherine Patten	Trustee	N/A	$0	$0	$0
Catherine Vincie	Trustee	N/A	$0	$0	$0
Joanne Safian	Trustee	N/A	$0	$0	$0
Clare Horn	Trustee	N/A	$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	$343,956	$46,056	$11,340,552	$297,900
2023	$784,702	$46,296	$9,752,391	$738,406
2022	$312,441	$50,060	$8,146,946	$262,381
2021	$5,926,228	$38,481	$9,371,310	$5,887,747
2020	$2,206,157	$7,397	$2,678,146	$2,198,760

RSHM Ministry Trust