Orlando, FL
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)The Catholic Foundation of Central Florida Inc, founded in 2007, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.7M in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 33% operating margin.
Encourage selfless stewardship, safeguard and promote accountability of the gifts entrusted to our care, and engage donors in support of the spiritual, educational and social needs of the community.
Community Services: The Foundation provides management and consulting services for diocesan parishes, schools and entities to improve financial wellness. The Foundation's offertory enhancement...
Community Services: The Foundation provides management and consulting services for diocesan parishes, schools and entities to improve financial wellness. The Foundation's offertory enhancement initiative supports parishes with securing necessary resources through a spiritually-based program focused on stewardship and discipleship. The Foundation provides feasibility studies and capital campaigns at the local and diocesan levels to address large-scale projects. The Foundation's expert staff support clergy and lay leadership in determining capacity, defining case for support and engaging the faithful in meeting critical facility and ministry needs. The Foundation manages the annual diocesan campaign and supports each parish with this appeal which funds diocesan-wide ministries. The Foundation provides advancement consulting and training services to clergy and lay leadership on evidence-based practices for mission and operational effectiveness of governance, communications, fundraising, ethics and donor relations.
Grantmaking and Managing Charitable Funds: Endowed funds provide a permanent source of recurring revenue that supports the work of Catholic compliant organizations into perpetuity. Reserve and donor...
Grantmaking and Managing Charitable Funds: Endowed funds provide a permanent source of recurring revenue that supports the work of Catholic compliant organizations into perpetuity. Reserve and donor advised funds provide sources of revenue for current and intermediate needs for addressing needs and improving the quality of life in the community. The Foundation provides a professionally managed best-of-class investment program which is fully compliant with US Conference of Catholic Bishops social value screening guidelines along with maximized returns and competitive fees. Annual endowment distributions along with reserve fund distributions are guided by donor intent. The Foundation's funds provide donors the opportunity to achieve their philanthropic goals to benefit and meet the needs of the community including tuition assistance, services for vulnerable populations, ministry growth, retired priests, seminarians and more. The Foundation's endowment fund also provides grants to address community needs and professional development.
Donor Services: The Foundation supports individuals and families with achieving their philanthropic goals of impacting lives through their charitable giving in the diocese and broader community. The...
Donor Services: The Foundation supports individuals and families with achieving their philanthropic goals of impacting lives through their charitable giving in the diocese and broader community. The professional staff provides educational and advisory services to both clergy and lay leadership as well as donors on stewardship, gift planning, charitable giving vehicles and legacy planning, and collective and engaged philanthropy. The Foundation provides grants to support community capacity building and inspire philanthropy supporting Catholic and Catholic-compliant Foundations addressing the most pressing needs and social issues in Central Florida. The Foundation provides services for processing complex gifts and resources for planned and legacy giving, donor advised fund giving, individual and family philanthropy.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $5,705,523 | $4,383,437 | +0.3% |
| Expenses | $3,839,726 | $3,679,824 | +0.0% |
| Net Income | $1,865,797 | $703,613 | +1.7% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Tom Chandler | Chair/Director | 2.50 |
Officer
Director
|
$0 | $0 | $0 |
| Karen Monteleone | Vice-Chair/Director | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Dr Robert Kryger | Director/Treasurer | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Sr Maria Teresa Acosta | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Jessica Cepero Bracero | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Garrett Burke | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Fr Scott Circe | Dir. (B. 10/23)-See Sch O for Note 1 | 1.00 |
Director
|
$0 | $1 | $2 |
| Fr Ralph DuWell | Dir. (B. 10/23)-See Sch O for Note 1 | 1.00 |
Director
|
$0 | $1 | $2 |
| Elisha Gonzalez | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Fr Timothy LaBo | Dir. (B. 10/23)-See Sch O for Note 1 | 1.00 |
Director
|
$0 | $1 | $2 |
| Wendy Mara | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Fr Matthew Mello | Dir. (B. 10/23)-See Sch O for Note 1 | 1.00 |
Director
|
$0 | $1 | $2 |
| Fr Ivan Olmo | Director - See Sch O for Note 1 | 1.00 |
Director
|
$0 | $1 | $2 |
| Andrew Orosz | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Matthew Pineda | Director (Began 10/23) | 1.00 |
Director
|
$0 | $0 | $0 |
| David R Ramos | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Randall Scott | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Lori Tolland | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Fr Richard Trout | Director - See Sch O for Note 1 | 1.00 |
Director
|
$0 | $1 | $2 |
| Erika Wikstrom | Director - See Sch O for Note 1 | 1.00 |
Director
|
$0 | $1 | $2 |
| Rachel Youngs | Director (Began 10/23) | 1.00 |
Director
|
$0 | $0 | $0 |
| Kevin Bowler | Vice-Chair/Director (ended 11/23) | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Kimberlee Riley | President & CEO | 40.00 |
Officer
|
$144,486 | $23,031 | $167,517 |
| Susan Hunt | Controller | 40.00 |
Officer
|
$69,837 | $14,492 | $84,329 |
| Madelyn Weed | V.P. Donor Services | 40.00 |
Officer
|
$104,144 | $30,327 | $134,471 |
| Marta Sweeney | V.P. Community Services | 40.00 |
Officer
|
$103,348 | $16,583 | $119,931 |
| Nia Herald | VP, Chief Financial Officer | 40.00 |
Officer
|
$91,210 | $15,503 | $106,713 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $5,705,523 | $3,839,726 | $118,152,586 | $1,865,797 |
| 2023 | $4,383,437 | $3,679,824 | $98,507,369 | $703,613 |
| 2022 | $5,046,081 | $3,350,149 | $91,215,748 | $1,695,932 |
| 2021 | $4,691,910 | $3,377,105 | $89,845,001 | $1,314,805 |
| 2020 | $4,484,394 | $3,226,098 | $61,020,254 | $1,258,296 |
| 2019 | $3,876,815 | $3,049,633 | $58,476,417 | $827,182 |
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