BELLARMINE BENEFACTORS TRUST XXX-XX-XXXX (EIN 916095959) - 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

1969

Legal Domicile

Principal Officer

WASHINGTON TRUST BANK

Phone

5093533898

Tax Period

2024-07-01 to 2025-06-30

BELLARMINE BENEFACTORS TRUST XXX-XX-XXXX, founded in 1969, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.8M in total revenue in fiscal year 2024. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $1.6M left a modest 14% surplus.

Mission

MAKES CONTRIBUTIONS TO BELLARMINE PREPARATORY SCHOOL

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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 $702,883

Program Service Revenue $0

Investment Income $1,117,128

Other Revenue $0

TOTAL REVENUE $1,820,011

Expense Breakdown

Grants Paid $1,363,906

Salaries & Benefits $84,617

Fundraising Expenses $0

Program Expenses $1,363,906

Other Expenses $113,773

TOTAL EXPENSES $1,562,296

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,820,011	$5,284,588	-0.7%
Expenses	$1,562,296	$1,457,676	+0.1%
Net Income	$257,715	$3,826,912	-0.9%

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
N/A	TRUSTEE	N/A		$84,617	$0	$84,617

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
2025	$1,820,011	$1,562,296	$29,142,255	$257,715
2024	No data	No data	No data	No data
2023	$1,202,543	$1,405,151	$25,076,345	$-202,608
2022	$2,091,184	$1,352,954	$25,293,401	$738,230
2021	$2,993,701	$1,276,959	$24,555,171	$1,716,742
2020	$1,418,531	$1,213,592	$22,838,429	$204,939
2019	$1,117,333	$1,045,597	$22,623,649	$71,736

BELLARMINE BENEFACTORS TRUST XXX-XX-XXXX