CATHOLIC SCHOOLS FOUNDATION OF WIN… - Form 990 Financial Data

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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

1986

Legal Domicile

Principal Officer

SUE SAVAT

Phone

5074535000

Tax Period

2022-07-01 to 2023-06-30

CATHOLIC SCHOOLS FOUNDATION OF WINONA MN INC, founded in 1986, is a micro nonprofit that reported $132K in total revenue in fiscal year 2022. Revenue fell 315% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE FINANCIAL ASSISTANCE AND TUITION AID, AND TO PROMOTE CATHOLIC ELEMENTARY AND SECONDARY EDUCATION IN THE WINONA, MN AREA

Program Service Accomplishments

Program 1

Expenses: $7,005,658

THE FOUNDATION INVESTS CONTRIBUTIONS RECEIVED FROM THE GENERAL PUBLIC AND DISTRIBUTES THE EARNINGS TO WINONA AREA CATHOLIC SCHOOLS AND COTTER SCHOOLS

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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 $178,354

Program Service Revenue $0

Investment Income $-310,046

Other Revenue $0

TOTAL REVENUE $-131,692

Expense Breakdown

Grants Paid $7,005,658

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,005,658

Other Expenses $20,372

TOTAL EXPENSES $7,026,030

Year-over-Year Comparison

	2022	2021	Change
Revenue	$-131,692	$61,379	-3.1%
Expenses	$7,026,030	$232,629	+29.2%
Net Income	$-7,157,722	$-171,250	+40.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE HANSEN	TRUSTEE	0.20	Director	$0	$0	$0
PAUL MORGAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
SUE SAVAT	TREASURER	1.00	Officer Director	$0	$0	$0
MAUREEN SPELTZ	SECRETARY	1.00	Officer Director	$0	$0	$0
DON EVANSON	TRUSTEE	0.20	Director	$0	$0	$0
REV MICHAEL CRONIN	TRUSTEE	0.20	Director	$0	$0	$0
MARY EILEEN FITCH	TRUSTEE	0.20	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
2023	$-131,692	$7,026,030	$6,830,658	$-7,157,722
2022	$61,379	$232,629	$6,197,238	$-171,250
2021	$1,660,390	$403,643	$7,671,654	$1,256,747
2019	$150,749	$275,332	$6,258,844	$-124,583

CATHOLIC SCHOOLS FOUNDATION OF WINONA MN INC