CALVERT CATHOLIC SCHOOLS EDUCATION FUND (EIN 237405795) - 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

1974

Legal Domicile

Principal Officer

DANIEL EWALD

Tax Period

2023-07-01 to 2024-06-30

CALVERT CATHOLIC SCHOOLS EDUCATION FUND, founded in 1974, is a small nonprofit in the Education sector that reported $161K in total revenue in fiscal year 2023. Revenue fell 53% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $128K, a strong 80% operating margin.

Mission

PROVIDING FINANCIAL SUPPORT FOR CALVERT CATHOLIC SCHOOLS , A PRIVATE CATHOLIC EDUCATIONAL INSTITUTION IN TIFFIN , OHIO, FOR STUDENTS IN KINDERGARTEN THROUGH GRADE 12.

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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 $72,630

Program Service Revenue $0

Investment Income $50,742

Other Revenue $37,502

TOTAL REVENUE $160,874

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $32,511

TOTAL EXPENSES $32,511

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,874	$338,703	-0.5%
Expenses	$32,511	$33,362	0.0%
Net Income	$128,363	$305,341	-0.6%

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

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	Role	Reportable Comp	Other Comp	Total
CHARLES ARDNER	Trustee	Director	$0	$0	$0
KAREN BEHM	Trustee	Director	$0	$0	$0
REV ANTHONY COCI	Trustee	Director	$0	$0	$0
ERIC ELCHERT	Vice President	Officer Director	$0	$0	$0
DANIEL EWALD	Treasurer	Officer Director	$0	$0	$0
REV MATTHEW RADER	Trustee	Director	$0	$0	$0
SUSIE REINEKE-REINBOLT	Trustee	Director	$0	$0	$0
ERIC SHOOK	Trustee	Director	$0	$0	$0
TOM SULLIVAN	President	Officer Director	$0	$0	$0
FRED ZOELLER	Trustee	Director	$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	$160,874	$32,511	$3,439,701	$128,363
2023	$338,703	$33,362	$2,923,478	$305,341
2022	$768,175	$26,258	$2,467,211	$741,917
2021	$514,575	$18,570	$2,096,712	$496,005
2020	$238,913	$13,534	$1,320,486	$225,379
2019	$259,906	$440,244	$1,135,437	$-180,338

CALVERT CATHOLIC SCHOOLS EDUCATION FUND