Charlotte Catholic High School Foundation (EIN 237411591) - 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

Paul Gehrig

Phone

7045439118

Tax Period

2024-07-01 to 2025-06-30

Charlotte Catholic High School Foundation, founded in 1974, is a small nonprofit in the Education sector that reported $165K in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $69K, a strong 41% operating margin.

Mission

To enrich the spiritual, academic and cultural development of Charlotte Catholic High School students.

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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 $158,394

Program Service Revenue $0

Investment Income $2,183

Other Revenue $4,730

TOTAL REVENUE $165,307

Expense Breakdown

Grants Paid $44,958

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,359

Other Expenses $51,845

TOTAL EXPENSES $96,803

Year-over-Year Comparison

	2024	2023	Change
Revenue	$165,307	$285,768	-0.4%
Expenses	$96,803	$26,145	+2.7%
Net Income	$68,504	$259,623	-0.7%

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
Jim Doyle	Director	0.50	Director	$0	$0	$0
Paul Gehrig	President	1.00	Officer Director	$0	$0	$0
Matt Hoefling	Fmr President	0.50	Director	$0	$0	$0
Catherine Walsh	Treasurer	1.00	Officer Director	$0	$0	$0
Norm George	Fmr President	0.50	Director	$0	$0	$0
Mike Panther	Director	0.50	Director	$0	$0	$0
Sherry Gillespie	Director	0.50	Director	$0	$0	$0
Libby Kelligrew	Director	0.50	Director	$0	$0	$0
Mark Pera	Director	0.50	Director	$0	$0	$0
George Saad	Director	0.50	Director	$0	$0	$0
Cindy Grim	Director	0.50	Director	$0	$0	$0
Trisha Trautman	Director	0.50	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	$165,307	$96,803	$1,595,016	$68,504
2024	$285,768	$26,145	$1,360,811	$259,623
2023	$47,473	$28,063	$979,535	$19,410
2022	$41,699	$483,372	$916,396	$-441,673
2021	$381,964	$418,840	$1,491,941	$-36,876
2020	$329,319	$337,712	$1,262,408	$-8,393
2019	$316,936	$265,906	$1,259,890	$51,030
2018	$317,361	$235,736	$1,169,431	$81,625

Charlotte Catholic High School Foundation