CATHOLIC FINANCIAL LIFE FOUNDATION INC (EIN 204780760) - 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

2006

Legal Domicile

Principal Officer

CYNTHIA FELD

Phone

4142736266

Tax Period

2023-01-01 to 2023-12-31

CATHOLIC FINANCIAL LIFE FOUNDATION INC, founded in 2006, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $831K in total revenue in fiscal year 2023. Revenue surged 96% from the prior year, signaling strong growth momentum. The organization ran a surplus of $456K, a strong 55% operating margin.

Mission

Provide grants to students attending Catholic educational institutions and support charitable outreach and philanthropy.

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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 (2023)

Revenue Breakdown

Contributions & Grants $763,309

Program Service Revenue $0

Investment Income $67,833

Other Revenue $0

TOTAL REVENUE $831,142

Expense Breakdown

Grants Paid $362,573

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $375,336

Other Expenses $12,763

TOTAL EXPENSES $375,336

Year-over-Year Comparison

	2023	2022	Change
Revenue	$831,142	$424,446	+1.0%
Expenses	$375,336	$373,239	+0.0%
Net Income	$455,806	$51,207	+7.9%

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

Governance

Voting Members

Independent Members

N/A

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

$795,863

Total Directors

$416,577

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John T Borgen	President	2	Officer	$434,536	$50,795	$485,331
Sara J Walker	Director	1	Director	$201,690	$25,050	$226,740
Cynthia E Feld	Treasurer	2	Officer	$140,888	$39,935	$180,823
Sally Krochalk	Secretary	2	Officer	$109,715	$19,994	$129,709
William R O'Toole	Chairman of the Board	2	Director	$98,000	$1,000	$99,000
Daniel T Lloyd	Director	1	Director	$84,808	$6,029	$90,837

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
2024	No data	No data	No data	No data
2023	$831,142	$375,336	$3,194,053	$455,806
2022	$424,446	$373,239	$2,517,745	$51,207
2021	$597,861	$135,628	$2,844,086	$462,233
2020	$166,102	$233,941	$2,373,074	$-67,839
2019	$175,675	$304,903	$2,359,293	$-129,228
2018	$363,525	$252,947	$2,226,063	$110,578

CATHOLIC FINANCIAL LIFE FOUNDATION INC