Catholic Charities of the Diocese of Fort Wayne - South Bend Inc (EIN 351038653) - 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

1922

Legal Domicile

Phone

2604225625

Tax Period

2023-07-01 to 2024-06-30

Catholic Charities of the Diocese of Fort Wayne - South Bend Inc, founded in 1922, is a community nonprofit in the Human Services sector that reported $9.3M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $8.0M left a modest 14% surplus.

Mission

Catholic Charities of the Diocese of Fort Wayne - South Bend, Inc. serves all those in need as Christ calls us to do

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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 $8,610,863

Program Service Revenue $543,240

Investment Income $148,702

Other Revenue $0

TOTAL REVENUE $9,302,805

Expense Breakdown

Grants Paid $1,716,826

Salaries & Benefits $5,228,408

Fundraising Expenses $599,628

Program Expenses $7,023,900

Other Expenses $1,038,936

TOTAL EXPENSES $7,984,170

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,302,805	$6,794,133	+0.4%
Expenses	$7,984,170	$7,361,115	+0.1%
Net Income	$1,318,635	$-566,982	-3.3%

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

192

Volunteers

251

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

$314,826

Total Directors

$206,470

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Treasurer	1.0	Officer Director	$0	$0	$0
N/A	Vice President	1.0	Officer Director	$0	$0	$0
N/A	President	1.0	Officer Director	$0	$0	$0
N/A	Member/Ex-Officio	1.0	Officer Director	$0	$0	$120,188
N/A	Chairman of the Board	1.0	Officer Director	$0	$0	$28,802
N/A	Member/Ex-Officio	1.0	Officer Director	$0	$0	$28,803
N/A	Secretary	1.0	Officer Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$28,677
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	Director	1.0	Director	$0	$0	$0
N/A	CEO	40.0	Officer	$107,942	$29,091	$137,033

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	$9,302,805	$7,984,170	$6,696,706	$1,318,635
2023	$6,794,133	$7,361,115	$5,422,305	$-566,982
2022	$7,190,254	$5,498,127	$5,048,271	$1,692,127
2021	$4,358,077	$4,298,070	$3,538,392	$60,007
2020	$3,950,568	$4,022,056	$3,564,402	$-71,488
2019	$4,695,041	$3,981,674	$3,244,058	$713,367

Catholic Charities of the Diocese of Fort Wayne - South Bend Inc