THE CATHOLIC FOUNDATION OF SOUTHWESTERN INDIANAINC (EIN 351859487) - 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

1988

Legal Domicile

Principal Officer

S TODD BROCK

Phone

8124245536

Tax Period

2022-01-01 to 2022-12-31

THE CATHOLIC FOUNDATION OF SOUTHWESTERN INDIANAINC, founded in 1988, is a small nonprofit that reported $780K in total revenue in fiscal year 2022. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $447K, a strong 57% operating margin.

Mission

HELPING INDIVIDUALS CREATE LEGACIES TO SERVE GOD THROUGH CATHOLIC CAUSES.

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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 $542

Program Service Revenue $0

Investment Income $40,457

Other Revenue $739,264

TOTAL REVENUE $780,263

Expense Breakdown

Grants Paid $0

Salaries & Benefits $244,107

Fundraising Expenses $0

Program Expenses $193,332

Other Expenses $89,134

TOTAL EXPENSES $333,241

Year-over-Year Comparison

	2022	2021	Change
Revenue	$780,263	$1,215,672	-0.4%
Expenses	$333,241	$405,500	-0.2%
Net Income	$447,022	$810,172	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BISHOP JOSEPH SIEGEL	BISHOP OF THE DIOCESE OF E	1.00	Officer Director	$0	$0	$0
BRENT STERNBERG	PAST CHAIR	1.00	Director	$0	$0	$0
M BETH BURGER	SECRETARY	2.00	Officer Director	$0	$0	$0
TRICIA HOLLANDER	CHAIRMAN	2.00	Officer Director	$0	$0	$0
MONICA EDWARDS	VICE CHAIR	3.00	Officer Director	$0	$0	$0
DON VILLWOCK	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN BROWNING	BOARD MEMBER	0.50	Director	$0	$0	$0
TONYA BORDERS	BOARD MEMBER	0.50	Director	$0	$0	$0
RITA EYKAMP	BOARD MEMBER	0.50	Director	$0	$0	$0
BRANT KENEDY	BOARD MEMBER	0.50	Director	$0	$0	$0
ALISON MONTEE	BOARD MEMBER	0.50	Director	$0	$0	$0
LAURA MCKENZIE	BOARD MEMBER	0.50	Director	$0	$0	$0
SCOTT EVERNHAM	TREASURER	0.50	Officer Director	$0	$0	$0
DENNY QUINN	BOARD MEMBER	0.50	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
2022	$780,263	$333,241	$93,265,014	$447,022
2021	$1,215,672	$405,500	$104,978,913	$810,172

THE CATHOLIC FOUNDATION OF SOUTHWESTERN INDIANAINC