Catholic Community Services Foundation Inc

EIN: 204044791 501(c)(3)

Tucson, AZ

Total Revenue
$644,465
Total Expenses
$1,597,302
Total Assets
$1,087,156
Net Assets
$885,826
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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
2006
Legal Domicile
AZ
Principal Officer
Margaret Yonkovich
Phone
5206230344
Tax Period
2024-07-01 to 2025-06-30

Catholic Community Services Foundation Inc, founded in 2006, is a small nonprofit that reported $644K in total revenue in fiscal year 2024. Revenue surged 215% from the prior year, signaling strong growth momentum. Expenses of $1.6M exceeded revenue, resulting in a 148% operating deficit.

Mission

To solicit, receive and manage gifts of money and property to support the charitable activities of Catholic Community Services of Southern Arizona, CCS.

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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 $2,048
Program Service Revenue $0
Investment Income $642,417
Other Revenue $0
TOTAL REVENUE $644,465

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,578,895
Other Expenses $1,597,302
TOTAL EXPENSES $1,597,302

Year-over-Year Comparison

2024 2023 Change
Revenue $644,465 $204,545 +2.2%
Expenses $1,597,302 $9,938 +159.7%
Net Income $-952,837 $194,607 -5.9%
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
9
Independent Members
8
Employees
N/A
Volunteers
8

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
6
$442,428
Total Directors
9
$259,997
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Elena Dwyre CEO & Board Member 3.00
Officer Director
$0 $22,476 $259,997
Charles Geoffrion President 3.00
Officer Director
$0 $0 $0
Anne Morales Vice President 3.00
Officer Director
$0 $0 $0
Samantha Ansinelli Secretary/Treasurer 3.00
Officer Director
$0 $0 $0
Tom DuPlain Board Member 1.00
Director
$0 $0 $0
Brian Connelly Board Member 1.00
Director
$0 $0 $0
Lisa Jamison Board Member 1.00
Director
$0 $0 $0
Felicia Johnson Board Member 1.00
Director
$0 $0 $0
Tony Fonze Board Member 1.00
Director
$0 $0 $0
Jesus Fernandez CFO 0.50
Officer
$0 $20,848 $182,431
Beth Frantz CFO 0.50
Officer
$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 $644,465 $1,597,302 $1,087,156 $-952,837
2024 $204,545 $9,938 $2,456,860 $194,607
2023 $176,500 $13,415 $2,151,842 $163,085
2022 $119,082 $23,347 $1,892,497 $95,735
2021 $36,752 $316,525 $2,129,840 $-279,773
2020 $91,126 $211,765 $1,943,105 $-120,639
2019 $167,156 $83,663 $1,925,756 $83,493
2018 $276,699 $50,443 $1,812,501 $226,256
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