CATHOLIC FOUNDATION OF SOUTH GEORGIA INC (EIN 200184774) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

LENNY PANZITTA

Phone

9122014061

Tax Period

2024-07-01 to 2025-06-30

CATHOLIC FOUNDATION OF SOUTH GEORGIA INC, founded in 2001, is a mid-sized nonprofit that reported $14.2M in total revenue in fiscal year 2024. Revenue surged 557% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.4M, a strong 66% operating margin.

Mission

TO PROVIDE EFFECTIVE STEWARDSHIP OF PHILANTHROPIC ASSETS ENTRUSTED TO ITS CARE BY DONORS WHO DESIRE TO ADVANCE THE RELIGIOUS, CHARITABLE, AND EDUCATIONAL WORKS OF THE CATHOLIC DIOCESE OF SAVANNAH, ITS SCHOOLS, PARISHES, AND AGENCIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $12,853,495

Program Service Revenue $0

Investment Income $1,360,759

Other Revenue $0

TOTAL REVENUE $14,214,254

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,753,980

Other Expenses $4,857,800

TOTAL EXPENSES $4,857,800

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,214,254	$2,162,847	+5.6%
Expenses	$4,857,800	$1,788,468	+1.7%
Net Income	$9,356,454	$374,379	+24.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
CHRIS CORRIGAN	TRUSTEE	1.00	Director	$0	$0	$0
BURT DAVITTE	TRUSTEE	1.00	Director	$0	$0	$0
VERY REV DANIEL F FIRMIN	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE HUNTER	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN J KAIN II	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM J KEHOE III	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS SHERIDAN JR	TRUSTEE	1.00	Director	$0	$0	$0
J PATRICK MEYER JR	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM H BARRETT JR	TREASURER	1.00	Officer Director	$0	$0	$0
THOMAS W KITCHIN	TRUSTEE	1.00	Director	$0	$0	$0
REV RONNIE MADDEN	TRUSTEE	1.00	Director	$0	$0	$0
PAMELA L O'QUINN	TRUSTEE	1.00	Director	$0	$0	$0
LENNY PANZITTA	CHAIR	1.00	Officer Director	$0	$0	$0
MOST REV STEPHEN D PARKES	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT SCHIVERA	TRUSTEE	1.00	Director	$0	$0	$0
MARIE WALL	VICE CHAIR	1.00	Officer 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
2025	$14,214,254	$4,857,800	$63,309,871	$9,356,454
2024	$2,162,847	$1,788,468	$45,362,503	$374,379
2023	$2,408,290	$2,458,163	$39,748,950	$-49,873
2022	$4,567,733	$1,053,391	$33,859,890	$3,514,342
2021	$7,839,454	$2,566,780	$36,330,090	$5,272,674
2020	$2,192,057	$1,678,345	$23,223,238	$513,712
2019	$4,497,860	$916,151	$21,914,923	$3,581,709

CATHOLIC FOUNDATION OF SOUTH GEORGIA INC