BISHOP W BERTRAND STEVENS FOUNDATION (EIN 956099408) - 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

1962

Legal Domicile

Principal Officer

CHARLES E BOHLEN

Phone

6265781443

Tax Period

2020-07-01 to 2021-06-30

BISHOP W BERTRAND STEVENS FOUNDATION, founded in 1962, is a small nonprofit that reported $579K in total revenue in fiscal year 2020. Revenue surged 974% from the prior year, signaling strong growth momentum. The organization ran a surplus of $577K, a strong 100% operating margin.

Mission

FINANCIAL ASSISTANCE TO CLERGY FOR CONTINUING EDUCATION AND YOUTH MINISTRIES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $578,685

Other Revenue $0

TOTAL REVENUE $578,685

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,790

TOTAL EXPENSES $1,790

Year-over-Year Comparison

	2020	2019	Change
Revenue	$578,685	$53,858	+9.7%
Expenses	$1,790	$3,167	-0.4%
Net Income	$576,895	$50,691	+10.4%

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

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
CHARLES E BOHLEN	CHAIRMAN	0.01	Officer Director	$0	$0	$0
CHARLES E HAUPT	TREASURER	0.05	Officer Director	$0	$0	$0
REV CANON GEORGE F WOODWARD III	DIRECTOR	0.01	Director	$0	$0	$0
CHARLES C READ	DIRECTOR	0.01	Director	$0	$0	$0
ALAN STEINBRECHER	SECRETARY	0.01	Officer Director	$0	$0	$0
ANNSLEY STRONG	DIRECTOR	0.01	Director	$0	$0	$0
HARLAN THOMPSON	DIRECTOR	0.01	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
2021	$578,685	$1,790	No data	$576,895
2020	$53,858	$3,167	$928,875	$50,691
2019	$57,195	$862	$841,867	$56,333

BISHOP W BERTRAND STEVENS FOUNDATION