The Catholic Foundation of Central Florida Inc (EIN 260879378) - 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

2007

Legal Domicile

Principal Officer

Madelyn Weed

Phone

4072464889

Tax Period

2023-07-01 to 2024-06-30

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.

Mission

To inspire and increase giving, to prudently invest the resources entrusted to us, and to capably steward those charitable gifts to support the spiritual and corporal needs of the community of the Diocese of Orlando.

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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 $2,859,372

Program Service Revenue $2,989,187

Investment Income $-143,036

Other Revenue $0

TOTAL REVENUE $5,705,523

Expense Breakdown

Grants Paid $546,184

Salaries & Benefits $1,838,736

Fundraising Expenses $0

Program Expenses $3,135,278

Other Expenses $1,454,806

TOTAL EXPENSES $3,839,726

Year-over-Year Comparison

	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%

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

$612,961

Total Directors

$14

Key Employees

Highest Compensated

reported

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

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	$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

The Catholic Foundation of Central Florida Inc