OPUS CARITATIS INC (EIN 201021326) - 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

2004

Legal Domicile

Principal Officer

REV MSGR GREGORY A COX

Phone

2132513400

Tax Period

2022-07-01 to 2023-06-30

OPUS CARITATIS INC, founded in 2004, is a community nonprofit that reported $6.0M in total revenue in fiscal year 2022. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.8M, a strong 31% operating margin.

Mission

PROVIDE FINANCIAL SUPPORT TO CATHOLIC CHARITIES OF LOS ANGELES, INC.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $6,034,722

Other Revenue $0

TOTAL REVENUE $6,034,722

Expense Breakdown

Grants Paid $3,976,181

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,976,181

Other Expenses $217,627

TOTAL EXPENSES $4,193,808

Year-over-Year Comparison

	2022	2021	Change
Revenue	$6,034,722	$5,492,882	+0.1%
Expenses	$4,193,808	$3,480,349	+0.2%
Net Income	$1,840,914	$2,012,533	-0.1%

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

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

$94,706

Total Directors

$94,706

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV MSGR GREGORY A COX	VICE PRESIDENT	1.00	Officer Director	$0	$28,882	$94,706
BONIFACIO BONNY GARCIA	PRESIDENT	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$6,034,722	$4,193,808	$385,169,018	$1,840,914
2022	$5,492,882	$3,480,349	$300,359,281	$2,012,533
2021	$5,379,617	$4,222,573	$312,541,484	$1,157,044
2020	$30,948,046	$5,059,997	$243,192,729	$25,888,049
2019	$27,746,970	$18,215,809	$33,712,778	$9,531,161
2018	$3,189,909	$3,122,678	$29,503,807	$67,231

OPUS CARITATIS INC