CATHOLIC HOLY FAMILY SOCIETY ST JULIUS COUNCIL NO21 (EIN 237140050) - 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

1930

Legal Domicile

Principal Officer

CHARLES BERKEL

Phone

6182352420

Tax Period

2019-01-01 to 2019-12-31

CATHOLIC HOLY FAMILY SOCIETY ST JULIUS COUNCIL NO21, founded in 1930, is a micro nonprofit that reported $27K in total revenue in fiscal year 2019. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $25K left a modest 8% surplus.

Mission

SPONSORSHIP OF ATHLETIC TEAM OF FRATERNAL ORGANIZATION, CHRISTMAS ACTIVITIES FOR MEMBERS AND DONATIONS FOR IMPROVEMENT OF BUILDING FACILITIES FOR MEMBERS OF THE ORGANIZATION

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $6,621

Investment Income $0

Other Revenue $20,706

TOTAL REVENUE $27,327

Expense Breakdown

Grants Paid $2,560

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $22,659

TOTAL EXPENSES $25,219

Year-over-Year Comparison

	2019	2018	Change
Revenue	$27,327	$20,520	+0.3%
Expenses	$25,219	$19,394	+0.3%
Net Income	$2,108	$1,126	+0.9%

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

608

Independent Members

106

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
N/A	AUDIT COMMITTEE	1.00		$0	$0	$0
TERRY SCHULTE	VICE PRESIDENT	1.00	Officer	$0	$0	$0
CHARLES BERKEL	TREASURER	1.00	Officer	$0	$0	$0
JAMES HOPPER	SECRETARY	1.00	Officer	$0	$0	$0
FRED SCHMITTLING	PRESIDENT	1.00	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
2019	$27,327	$25,219	$6,416	$2,108
2018	$20,520	$19,394	$4,308	$1,126

CATHOLIC HOLY FAMILY SOCIETY ST JULIUS COUNCIL NO21