CATHOLIC CHARITIES FOUNDATION INC (EIN 391231223) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

AUBREY VAN FLEET

Phone

4147693516

Tax Period

2024-01-01 to 2024-12-31

CATHOLIC CHARITIES FOUNDATION INC, founded in 1996, is a small nonprofit that reported $312K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $453K exceeded revenue, resulting in a 46% operating deficit.

Mission

PROVIDE SUPPORT TO THE CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE, INC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $16,376

Program Service Revenue $0

Investment Income $264,418

Other Revenue $30,738

TOTAL REVENUE $311,532

Expense Breakdown

Grants Paid $400,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $400,000

Other Expenses $53,349

TOTAL EXPENSES $453,349

Year-over-Year Comparison

	2024	2023	Change
Revenue	$311,532	$251,617	+0.2%
Expenses	$453,349	$141,959	+2.2%
Net Income	$-141,817	$109,658	-2.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

$154,449

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE KNIGHT	PRESIDENT	1.00	Officer Director	$0	$0	$0
ART WIGCHERS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN MAREK	TREASURER	1.00	Officer Director	$0	$0	$0
SALLY GRAMLING	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL BLOEDORN	TRUSTEE	1.00	Director	$0	$0	$0
FATHER DAVID REITH	TRUSTEE	1.00	Director	$0	$0	$0
JACKIE REKOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
KEN HEMAUER	TRUSTEE	1.00	Director	$0	$0	$0
ALLEN SCHLINSOG	TRUSTEE	1.00	Director	$0	$0	$0
RICARDO CISNEROS	CHIEF OPERATING OFFICER	4.00	Officer	$0	$26,649	$154,449

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	$311,532	$453,349	$5,994,465	$-141,817
2023	$251,617	$141,959	$6,081,639	$109,658
2022	$-625,844	$285,937	$5,589,728	$-911,781
2021	$3,368,135	$96,834	$6,531,732	$3,271,301
2020	$274,726	$48,420	$3,293,729	$226,306
2019	$381,529	$45,683	$3,100,717	$335,846
2018	$9,948	$309,578	$2,803,206	$-299,630

CATHOLIC CHARITIES FOUNDATION INC