THE JESUIT COLLABORATIVE

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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

CARLOS AEDO OFFICER

Tax Period

2023-07-01 to 2024-06-30

THE JESUIT COLLABORATIVE, founded in 2006, is a community nonprofit in the Religion sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $409K, a strong 29% operating margin.

Mission

PROMOTES IGNATIAN SPIRITUALITY THROUGH NETWORKING, REFLECTION, AND LEARNING WHILE MANAGING AND COORDINATING THE DIVERSE MINISTRIES THAT DERIVE FROM THE SPIRITUAL EXERCISES OF ST. IGNATIUS.

Program Service Accomplishments

Program 1

Expenses: $455,283 Revenue: $124,639

BUILDING COMMUNITIES & NETWORKS OFFICE OF IGNATION SPIRITUALITY (OIS) OFFERS PROGRAMS FOR PEOPLE AGED 22 TO 35, SUCH AS CONTEMPLATIVE LEADERS IN ACTION AND JESUIT CONNECTIONS, FOSTERING A COMMUNITY OF YOUNG ADULTS DEEPENING THEIR FAITH THROUGH IGNATIAN TRADITION. ADDITIONALLY, OIS PROVIDES IGNATIAN FORMATION FOR SPANISH-SPEAKING CATHOLICS, OPPORTUNITIES FOR FAITH SHARING, AND PRACTICAL APPLICATIONS OF THE SPIRITUAL EXERCISES.

Program 2

Expenses: $56,068 Revenue: $40,458

OPPORTUNITIES FOR THE EXERCISES OIS SHARES MULTIPLE WAYS TO EXPERIENCE THE SPIRITUAL EXERCISES, PARTNERING WITH RETREAT HOUSES AND SPIRITUAL CENTERS ALONG THE EAST COAST, OFFERING DIVERSE IN-PERSON...

Program 3

Expenses: $5,398

TRAINING AND FORMATION OIS SUPPORTS ONGOING FORMATION FOR SPIRITUAL DIRECTORS AND ASSISTS ASPIRING SPIRITUAL DIRECTORS IN FINDING APPROPRIATE TRAINING PROGRAMS.

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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 $1,274,988

Program Service Revenue $110,187

Investment Income $2,574

Other Revenue $0

TOTAL REVENUE $1,387,749

Expense Breakdown

Grants Paid $0

Salaries & Benefits $861,572

Fundraising Expenses $165,802

Program Expenses $516,749

Other Expenses $117,285

TOTAL EXPENSES $978,857

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,387,749	$992,217	+0.4%
Expenses	$978,857	$1,324,878	-0.3%
Net Income	$408,892	$-332,661	-2.2%

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

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
BR CHRISTOPHER DERBY SJ	BOARD MEMBER	1.00	Director	$0	$0	$0
REV RICHARD A MCGOWAN SJ	BOARD MEMBER	1.00	Director	$0	$0	$0
VERY REV JOSEPH M OKEEFE SJ	BOARD MEMBER	1.00	Director	$0	$0	$0
CARLOS AEDO	EXECUTIVE DIRECTOR	40.00	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	No data	No data	No data	No data
2024	$1,387,749	$978,857	$692,424	$408,892
2023	$992,217	$1,324,878	$455,294	$-332,661
2022	$1,304,706	$1,133,870	$650,116	$170,836
2021	$1,049,449	$1,126,225	$563,390	$-76,776
2020	$1,101,655	$1,082,555	$537,807	$19,100
2019	$954,802	$1,144,778	$589,000	$-189,976