CATHOLIC CHARITIES OF THE DIOCESE OF ALLENTOWN INC (EIN 231598117) - 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

1954

Legal Domicile

Principal Officer

ANDREA KOCHAN NEAGLE

Phone

6104351541

Tax Period

2024-07-01 to 2025-06-30

CATHOLIC CHARITIES OF THE DIOCESE OF ALLENTOWN INC, founded in 1954, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $3.1M left a modest 13% surplus.

Mission

CATHOLIC CHARITIES PROVIDES HUMAN SERVICES TO ANYONE IN NEED, REGARDLESS OF THEIR FAITH.

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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 $2,580,827

Program Service Revenue $379,277

Investment Income $631,151

Other Revenue $-6,919

TOTAL REVENUE $3,584,336

Expense Breakdown

Grants Paid $689,111

Salaries & Benefits $1,778,294

Fundraising Expenses $103,389

Program Expenses $2,629,321

Other Expenses $662,106

TOTAL EXPENSES $3,129,511

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,584,336	$3,193,351	+0.1%
Expenses	$3,129,511	$3,335,289	-0.1%
Net Income	$454,825	$-141,938	-4.2%

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

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

$113,397

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEACON CHRIS KINSELLA	CHAIR	1.00	Officer Director	$0	$0	$0
LISA GEOSITS	CHAIR (UNTIL 11/24)	5.00	Officer Director	$0	$0	$0
PAM RUSSO	SECRETARY	5.00	Officer Director	$0	$0	$0
MICHAEL MIZAK JR	TREASURER	1.00	Officer Director	$0	$0	$0
REV MSGR WALTER SCHEAFFER	BOARD MEMBER	1.00	Director	$0	$0	$0
REV DAVID KOZAK	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA MILOT	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW D'ANGELO	BOARD MEMBER	1.00	Director	$0	$0	$0
REV RICHARD BRENSINGER	BOARD MEMBER	1.00	Director	$0	$0	$0
GABRIELLE MATEJCEK	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH BEERS	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA KOCHAN NEAGLE	EXECUTIVE DIRECTOR	37.50	Officer	$82,282	$31,115	$113,397

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	$3,584,336	$3,129,511	$9,391,642	$454,825
2024	$3,193,351	$3,335,289	$8,670,630	$-141,938
2023	$6,278,671	$6,256,747	$8,040,816	$21,924
2022	$7,231,628	$7,008,384	$7,410,620	$223,244
2021	$4,529,625	$3,994,695	$8,104,282	$534,930
2020	$2,531,469	$2,743,656	$6,599,194	$-212,187
2019	$2,419,240	$2,663,472	$6,309,941	$-244,232
2018	$2,419,353	$2,517,168	$6,436,695	$-97,815

CATHOLIC CHARITIES OF THE DIOCESE OF ALLENTOWN INC