BENJAMIN TREE INC (EIN 861409749) - 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

Principal Officer

JENNIFER PRINCE

Phone

2016921600

Tax Period

2024-01-01 to 2024-12-31

BENJAMIN TREE INC, founded in 2021, is a small nonprofit in the Health Care sector that reported $253K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE THE MEANS OR RESOURCES NECESSARY TO ALLOW COUPLES FACING INFERTILITY THE OPPORTUNITY TO PURSUE MEDICAL FETERILITY TREATMENT FOR SECONDARY INFERTILITY.

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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 $253,322

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $253,322

Expense Breakdown

Grants Paid $259,683

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $264,882

Other Expenses $5,199

TOTAL EXPENSES $264,882

Year-over-Year Comparison

	2024	2023	Change
Revenue	$253,322	$229,246	+0.1%
Expenses	$264,882	$227,159	+0.2%
Net Income	$-11,560	$2,087	-6.5%

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

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	Role	Reportable Comp	Other Comp	Total
MARCIA LEVINE	VICE PRESIDE	N/A	Officer	$0	$0	$0
JENNIFER PRINCE	TREASURER	N/A	Officer	$0	$0	$0
RICKY WERNER	PRESIDENT	N/A	Officer	$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	$253,322	$264,882	$38,934	$-11,560
2023	$229,246	$227,159	$30,494	$2,087
2022	$154,377	$187,539	$28,407	$-33,162
2021	$250,540	$188,971	$61,569	$61,569

BENJAMIN TREE INC