CATHOLIC CHARITIES - THE PALMS AT UNIVERSITY INC F/K/A SAND DOLLAR (EIN 273070662) - 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

2010

Legal Domicile

Principal Officer

JAMES WAYNE

Phone

7278931314

Tax Period

2022-07-01 to 2023-06-30

CATHOLIC CHARITIES - THE PALMS AT UNIVERSITY INC F/K/A SAND DOLLAR, founded in 2010, is a small nonprofit that reported $319K in total revenue in fiscal year 2022. Expenses of $409K exceeded revenue, resulting in a 28% operating deficit.

Mission

AFFORDABLE HOUSING FOR THE GEOGRAPHIC AREAS SERVED BY THE DIOCESE OF ST PETERSBURG

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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 $0

Program Service Revenue $319,058

Investment Income $0

Other Revenue $0

TOTAL REVENUE $319,058

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,501

Fundraising Expenses $0

Program Expenses $375,071

Other Expenses $389,410

TOTAL EXPENSES $408,911

Year-over-Year Comparison

	2022	2021	Change
Revenue	$319,058	$303,951	+0.0%
Expenses	$408,911	$371,935	+0.1%
Net Income	$-89,853	$-67,984	+0.3%

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

$240,034

Total Directors

$240,034

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAGGIE ROGERS	SECRETARY	2.00	Officer Director	$0	$25,968	$136,954
JAMES J WAYNE	TREASURER	1.00	Officer Director	$0	$22,313	$103,080
REV MSGR ROBERT MORRIS VG	PRESIDENT	1.00	Officer 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	No data	No data	No data	No data
2023	$319,058	$408,911	$2,812,147	$-89,853
2022	$303,951	$371,935	$2,853,028	$-67,984
2021	$291,458	$422,791	$2,913,694	$-131,333
2020	$275,016	$400,181	$3,036,242	$-125,165
2019	$256,938	$357,908	$3,060,385	$-100,970
2018	$229,074	$305,194	$3,161,122	$-76,120

CATHOLIC CHARITIES - THE PALMS AT UNIVERSITY INC F/K/A SAND DOLLAR