THE CATHOLIC CHARITIES FOUNDATION OF THE ARCHDIOCESE OF WASHINGTON

EIN: 020671101 501(c)(3)

WASHINGTON, DC

Total Revenue
$2,638,509
Total Expenses
$209,800
Total Assets
$46,960,185
Net Assets
$46,890,496
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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
1946
Legal Domicile
DC
Phone
2027724300
Tax Period
2024-07-01 to 2025-06-30

THE CATHOLIC CHARITIES FOUNDATION OF THE ARCHDIOCESE OF WASHINGTON, founded in 1946, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 92% operating margin.

Mission

MANAGES ENDOWMENT ASSETS AND PROVIDES FINANCIAL SUPPORT TO CATHOLIC CHARITIES OF ARCHDIOCESE OF WASHINGTON, AN AFFILIATED ORGANIZATION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $60,732
Program Service Revenue $0
Investment Income $2,577,777
Other Revenue $0
TOTAL REVENUE $2,638,509

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $209,800
Other Expenses $209,800
TOTAL EXPENSES $209,800

Year-over-Year Comparison

2024 2023 Change
Revenue $2,638,509 $1,622,303 +0.6%
Expenses $209,800 $185,730 +0.1%
Net Income $2,428,709 $1,436,573 +0.7%
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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
3

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
5
$1,421,745
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Mr Michael Kelly Chairman 2.0
Director
$0 $0 $0
Mr Scott Pastrick Director 1.0
Director
$0 $0 $0
Ms Maury Devine Director 1.0
Director
$0 $0 $0
Mr James J Malloy President & CEO 2.7
Officer
$0 $32,515 $438,053
Mr Patrick Dunne Chief Operating Officer 2.7
Officer
$0 $30,624 $361,142
Ms Elizabeth R Gorman Chief Development Officer 2.7
Officer
$0 $15,725 $205,535
Ms Joan Fowler-Brown Chief of Staff 2.7
Officer
$0 $47,752 $182,002
Ms Mary Jane Morrow Chief Financial Officer 2.7
Officer
$0 $26,463 $235,013
Mr Jarlath Finn Executive Director - IT 2.0
Highest
$0 $54,069 $209,704
Mr Reginald Gregory Exec. Director of Finance/Controller 2.0
Highest
$0 $44,224 $225,862
Mr Sean Wood Deputy Director - Development 2.0
Highest
$0 $23,452 $190,145
Ms Andrea Aleman Director/Assistant Controller 2.0
Highest
$0 $24,098 $167,545
Ms Michele A Sparks Chief Human Resources Officer 2.0
Highest
$0 $34,414 $214,063
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 $2,638,509 $209,800 $46,960,185 $2,428,709
2024 $1,622,303 $185,730 $43,142,190 $1,436,573
2023 $2,431,120 $188,236 $39,036,371 $2,242,884
2022 $4,265,389 $483,095 $37,699,929 $3,782,294
2021 $4,313,964 $195,331 $43,158,421 $4,118,633
2020 $4,352,328 $159,258 $35,067,259 $4,193,070
2019 $759,419 $147,539 $30,115,736 $611,880
2018 $2,226,714 $143,685 $27,991,335 $2,083,029
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