CATHOLIC CHARITIES HOUSING SARASOTA INC (EIN 202901940) - 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

2005

Legal Domicile

Principal Officer

CHRISTOPHER ROOT

Phone

9414885581

Tax Period

2024-07-01 to 2025-06-30

CATHOLIC CHARITIES HOUSING SARASOTA INC, founded in 2005, is a small nonprofit that reported $236K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

CATHOLIC CHARITIES HOUSING SARASOTA, INC. WAS FORMED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA IN DECEMBER 2004, FOR THE PURPOSES OF PROVIDING WORKFORCE HOUSING CONTAINING 12 RENTAL UNITS LOCATED IN SARASOTA, FLORIDA KNOWN AS ST. DOMINIC MANOR AND 14 RENTAL UNITS LOCATED IN SARASOTA, FLORIDA KNOWN AS ST. MONICA RESIDENCE. ST. DOMINIC MANOR AND ST. MONICA RESIDENCE PROVIDE AFFORDABLE HOUSING TO LOW INCOME INDIVIDUALS AND FAMILIES AND ARE BOTH OPERATED IN ACCORDANCE WITH THE NONPROFIT DEVELOPER AGREEMENT COMMUNITY DEVELOPMENT BLOCK GRANT.

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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 $35,087

Program Service Revenue $197,673

Investment Income $2,735

Other Revenue $86

TOTAL REVENUE $235,581

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,983

Fundraising Expenses $0

Program Expenses $215,753

Other Expenses $233,760

TOTAL EXPENSES $257,743

Year-over-Year Comparison

	2024	2023	Change
Revenue	$235,581	$210,961	+0.1%
Expenses	$257,743	$316,891	-0.2%
Net Income	$-22,162	$-105,930	-0.8%

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

$253,506

Total Directors

$253,506

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER ROOT	PRESIDENT	1.00	Officer Director	$0	$15,930	$116,074
DR VOLODYMYR SMERYK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOE REGO	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT WILDERMUTH	TREASURER	1.00	Officer Director	$0	$22,073	$137,432
EDUARDO GLORIA	FORMER PRESIDENT	0.00		$0	$2,002	$18,272

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	$235,581	$257,743	$2,478,183	$-22,162
2024	$210,961	$316,891	$2,508,558	$-105,930
2023	$197,144	$283,209	$2,611,000	$-86,065
2022	$199,829	$288,786	$2,690,329	$-88,957
2021	$183,037	$273,116	$2,775,975	$-90,079
2020	$228,599	$281,916	$2,861,660	$-53,317
2019	$208,372	$309,582	$2,916,792	$-101,210
2018	$197,654	$272,314	$3,022,366	$-74,660

CATHOLIC CHARITIES HOUSING SARASOTA INC