CATHOLIC HEALTH INITIATIVES NATIONAL FOUNDATION (EIN 270930004) - 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

2009

Legal Domicile

Principal Officer

JERRY FRANCIS

Phone

7195487066

Tax Period

2022-07-01 to 2023-06-30

CATHOLIC HEALTH INITIATIVES NATIONAL FOUNDATION, founded in 2009, is a small nonprofit in the Health Care sector that reported $426K in total revenue in fiscal year 2022. Revenue surged 142% from the prior year, signaling strong growth momentum. Expenses of $545K exceeded revenue, resulting in a 28% operating deficit.

Mission

CATHOLIC HEALTH INITIATIVES NATIONAL FOUNDATION RAISES FUNDS AND SOLICITS GRANTS TO PROVIDE FINANCIAL AID, ASSISTANCE, CONSULTATION, AND GUIDANCE TO THE COMMONSPIRIT HEALTH FOUNDATIONS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $417,360

Program Service Revenue $0

Investment Income $8,735

Other Revenue $0

TOTAL REVENUE $426,095

Expense Breakdown

Grants Paid $531,094

Salaries & Benefits $0

Fundraising Expenses $4

Program Expenses $544,841

Other Expenses $13,757

TOTAL EXPENSES $544,851

Year-over-Year Comparison

	2022	2021	Change
Revenue	$426,095	$176,083	+1.4%
Expenses	$544,851	$1,639,812	-0.7%
Net Income	$-118,756	$-1,463,729	-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

Independent Members

N/A

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

$862,954

Total Directors

$1,268,786

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHANNON DUVAL	PRESIDENT - FOUNDATION	50.00	Officer Director	$0	$52,856	$862,954
BENJAMIN KOPPELMAN	BOARD MEMBER/CEO SJAHS	1.00	Director	$0	$51,429	$405,832
JENNIFER NEPPEL	SEC/TREASURER/DIR	1.00		$0	$10,554	$48,130

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	No data	No data	No data	No data
2023	$426,095	$544,851	$2,639,996	$-118,756
2022	$176,083	$1,639,812	$846,246	$-1,463,729
2021	$307,934	$1,066,537	$731,653	$-758,603
2019	$397,596	$21,003	$1,239,449	$376,593
2018	$1,836,101	$49,285	$863,803	$1,786,816

CATHOLIC HEALTH INITIATIVES NATIONAL FOUNDATION