CATHOLIC RESIDENTIAL SERVICES

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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

1992

Legal Domicile

Principal Officer

MARGARET FRYER

Phone

5137840400

Tax Period

2024-07-01 to 2025-06-30

CATHOLIC RESIDENTIAL SERVICES, founded in 1992, is a community nonprofit in the Human Services sector that reported $6.3M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 23% operating margin.

Mission

OUR JOB IS TO PROVIDE SUPPORT SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. THOSE SERVICES INCLUDE HOUSING, IN-HOME CARE, MEDICAL SUPERVISION, TRANSPORTATION, JOB AND LIFE COUNSELING, ENTERTAINMENT, AND RECREATION. WE WANT TO SET THE STANDARD OF CARE OF THE DISABLED IN THIS COMMUNITY. OUR GOAL IS FOR OUR INDIVIDUALS TO LIVE AS INDEPENDENTLY, SAFELY AND HAPPILY AS POSSIBLE.

Program Service Accomplishments

Program 1

Expenses: $4,268,563 Revenue: $374,006

CATHOLIC RESIDENTIAL SERVICES PROVIDES RESIDENTIAL AND SUPPORTIVE LIVING SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. WE SERVE 32 CLIENTS IN 10 LOCATIONS. WE BELIEVE THAT THEIR...

CATHOLIC RESIDENTIAL SERVICES PROVIDES RESIDENTIAL AND SUPPORTIVE LIVING SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. WE SERVE 32 CLIENTS IN 10 LOCATIONS. WE BELIEVE THAT THEIR DISABILITIES SHOULD BE A CONSIDERATION AND NOT A HINDRANCE IN PARTICIPATING IN ACTIVITIES AND COMMUNITY EVENTS. AS SUCH, WE PROVIDE OPPORTUNITIES FOR OUR CLIENTS TO PARTICIPATE IN EVERYDAY ACTIVITIES SUCH AS BOWLING, FISHING, AND HIKING. OUR RESIDENTS ALSO EMBRACE THE LOCAL FLAVOR OF CINCINNATI AND THE ARTS BY ATTENDING THE CINCINNATI BALLET, CINCINNATI REDS GAMES, AND BROADWAY PRODUCTIONS.CATHOLIC RESIDENTIAL SERVICES STRIVES TO PROVIDE THOSE WE SERVE WITH THE OPPORTUNITY TO GO ON A VACATION. CATHOLIC RESIDENTIAL SERVICES DOES ALL OF THE PLANNING AND PROVIDES ALL OF THE STAFF FOR THESE VACATIONS. WE TAKE THE TIME TO TALK TO THOSE WE SUPPORT TO FIND OUT WHAT INTERESTS THEM AND WHAT THEY WANT MOST TO ENSURE THAT EACH PERSON RECEIVES A VACATION THAT IS TAILORED TO THEM.

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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 $5,929,678

Program Service Revenue $374,006

Investment Income $27,247

Other Revenue $0

TOTAL REVENUE $6,330,931

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,179,309

Fundraising Expenses $27,408

Program Expenses $4,268,563

Other Expenses $708,178

TOTAL EXPENSES $4,887,487

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,330,931	$4,980,074	+0.3%
Expenses	$4,887,487	$4,204,266	+0.2%
Net Income	$1,443,444	$775,808	+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

Employees

172

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

$166,024

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY GEOPPINGER	PRESIDENT	5.00	Officer Director	$0	$0	$0
BARBARA CARR	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
MEGAN STACEY	SECRETARY	5.00	Officer Director	$0	$0	$0
JEAN STEAD	BOARD MEMBER	5.00	Director	$0	$0	$0
KELLI SIEBER	BOARD MEMBER	5.00	Director	$0	$0	$0
MELISSA WINK	BOARD MEMBER	5.00	Director	$0	$0	$0
BONNIE LEBEAU	BOARD MEMBER	5.00	Director	$0	$0	$0
BRIAN GRAY	BOARD MEMBER	5.00	Director	$0	$0	$0
AMY LINZ	INTERIM TREASURER	5.00	Officer Director	$0	$0	$0
PEGGY FRYER	EXECUTIVE DIRECTOR	40.00	Officer	$154,921	$11,103	$166,024

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	$6,330,931	$4,887,487	$7,322,636	$1,443,444
2024	$4,980,074	$4,204,266	$5,887,781	$775,808
2023	$4,444,429	$4,037,063	$5,060,945	$407,366
2022	$4,412,279	$3,608,014	$4,537,639	$804,265
2021	$4,397,586	$3,577,770	$3,745,873	$819,816
2020	$3,872,964	$3,307,301	$2,886,786	$565,663
2019	$3,398,954	$3,204,477	$2,303,097	$194,477
2018	$3,107,516	$2,967,163	$2,117,619	$140,353