CATHOLICS UNITED FOR THE POOR

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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

1985

Legal Domicile

Principal Officer

RUSSELL WINTERS

Phone

5134714990

Tax Period

2024-01-01 to 2024-12-31

CATHOLICS UNITED FOR THE POOR, founded in 1985, is a small nonprofit that reported $259K in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. Net assets of $791K represent 37 months of operating reserves.

Mission

THE MISSION OF CATHOLICS UNITED FOR THE POOR IS TO RAISE AWARENESS ABOUT THE PLIGHT OF THE POOR IN THE CINCINNATI AREA.

Program Service Accomplishments

Program 1

Expenses: $261,681

EDUCATION & FUNDRAISING WITH SUBSEQUENT DISTRIBUTION OF FUNDS TO MEMBER AGENCIES FOR DIRECT SERVICES TO THE POOR.

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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 $236,026

Program Service Revenue $0

Investment Income $22,747

Other Revenue $0

TOTAL REVENUE $258,773

Expense Breakdown

Grants Paid $216,000

Salaries & Benefits $30,000

Fundraising Expenses $11,248

Program Expenses $261,681

Other Expenses $31,533

TOTAL EXPENSES $277,533

Year-over-Year Comparison

	2024	2023	Change
Revenue	$258,773	$391,099	-0.3%
Expenses	$277,533	$383,972	-0.3%
Net Income	$-18,760	$7,127	-3.6%

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

$30,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HUGH RALSTON	TRUSTEE	1.00	Director	$0	$0	$0
PEG DIERKERS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RUSSELL WINTERS	TREASURER	1.00	Officer Director	$0	$0	$0
GEORGINE GETTY	SECRETARY	1.00	Officer Director	$0	$0	$0
BRAD MCMONIGLE	TRUSTEE	1.00	Director	$0	$0	$0
JENNY PEREZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY LEVEE	EXECUTIVE DIRECTOR	20.00	Officer	$30,000	$0	$30,000

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
2024	$258,773	$277,533	$864,871	$-18,760
2023	$391,099	$383,972	$841,243	$7,127
2022	$290,486	$282,930	$792,430	$7,556
2021	$495,723	$529,016	$859,176	$-33,293
2020	$900,692	$902,803	$779,627	$-2,111
2019	$261,489	$238,162	$716,572	$23,327
2018	$321,699	$323,624	$667,728	$-1,925