CATHOLIC COMMUNITY FOUNDATION (EIN 341908579) - 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

1999

Legal Domicile

Principal Officer

PATRICK J GRACE

Phone

2166966525

Tax Period

2023-01-01 to 2023-12-31

CATHOLIC COMMUNITY FOUNDATION, founded in 1999, is a mid-sized nonprofit that reported $19.9M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $22.4M exceeded revenue, resulting in a 13% operating deficit.

Mission

CATHOLIC COMMUNITY FOUNDATION'S MISSION IS TO FOSTER FAITH-BASED STEWARDSHIP IN THE COMMUNITY FOR SPIRITUAL, EDUCATIONAL AND CHARITABLE BENEFIT FOR ALL.

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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 $9,343,967

Program Service Revenue $3,258,918

Investment Income $6,989,798

Other Revenue $329,270

TOTAL REVENUE $19,921,953

Expense Breakdown

Grants Paid $19,192,563

Salaries & Benefits $2,250,792

Fundraising Expenses $1,705,824

Program Expenses $20,032,617

Other Expenses $982,894

TOTAL EXPENSES $22,426,249

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,921,953	$14,298,495	+0.4%
Expenses	$22,426,249	$30,002,501	-0.3%
Net Income	$-2,504,296	$-15,704,006	-0.8%

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

$227,008

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW SCHULER	CHAIR	1.00	Director	$0	$0	$0
ANDREW REBHOLZ	VICE CHAIR & TREASURER	1.00	Director	$0	$0	$0
MARIA O'NEIL RUDDOCK	SECRETARY	1.00	Director	$0	$0	$0
J KEVIN BERNER	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS BODZIONY	DIRECTOR	1.00	Director	$0	$0	$0
REV STEVEN BRUNOVSKY	DIRECTOR	1.00	Director	$0	$0	$0
DIANA MYERSON COLEGROVE	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH CORRIGAN	DIRECTOR	1.00	Director	$0	$0	$0
FRED DEGRANDIS	DIRECTOR	1.00	Director	$0	$0	$0
LORRAINE FRANKINO DODERO	DIRECTOR	1.00	Director	$0	$0	$0
DIANE ROMAN FUSCO	DIRECTOR	1.00	Director	$0	$0	$0
REV VINCENT HAWK	DIRECTOR	1.00	Director	$0	$0	$0
KELLY KEEFE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER KELLY	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN KIM	DIRECTOR	1.00	Director	$0	$0	$0
JOHN LEONBRUNO	DIRECTOR	1.00	Director	$0	$0	$0
JOHN LUPICA	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH MAHOVLIC	DIRECTOR	1.00	Director	$0	$0	$0
JAMES MASON	DIRECTOR	1.00	Director	$0	$0	$0
KURT MCMAKEN	DIRECTOR	1.00	Director	$0	$0	$0
JANICE MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
KURT PACKER	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY PANZICA	DIRECTOR	1.00	Director	$0	$0	$0
ANGEL RODREIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
GERALD SCHROER JR	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD SCHULTZ	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SHAUGHNESSY	DIRECTOR	1.00	Director	$0	$0	$0
ANDRE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
SARAH PHELPS SMITH	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE WASMER	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET WONG	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL ZIEGLER	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK J GRACE	EXECUTIVE DIRECTOR	40.00	Officer	$192,524	$34,484	$227,008
MARY LOUISE OZIMEK	ASST. EXECUTIVE DIRECTOR	40.00	Highest	$122,798	$10,178	$132,976
FRED ROBERTS	DIR.OF DEVELOP.FOR EDUCATION	40.00	Highest	$110,384	$32,235	$142,619

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	No data	No data	No data	No data
2023	$19,921,953	$22,426,249	$217,693,619	$-2,504,296
2022	$14,298,495	$30,002,501	$207,218,161	$-15,704,006
2021	$49,958,901	$26,884,806	$245,499,126	$23,074,095
2020	$25,455,450	$16,305,128	$211,839,688	$9,150,322
2019	$21,763,148	$12,819,465	$188,288,187	$8,943,683
2018	$16,975,656	$13,583,866	$153,218,177	$3,391,790

CATHOLIC COMMUNITY FOUNDATION