CATHOLIC COMMUNITY FOUNDATION OF MINNESOTA (EIN 411744184) - 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

1992

Legal Domicile

Principal Officer

ANNE CULLEN MILLER

Phone

6513890300

Tax Period

2024-07-01 to 2025-06-30

CATHOLIC COMMUNITY FOUNDATION OF MINNESOTA, founded in 1992, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $107.3M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $54.6M, a strong 51% operating margin.

Mission

TO SUPPORT FINANCIALLY THE SPIRITUAL, EDUCATIONAL AND SOCIAL NEEDS OF OUR CATHOLIC COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $67,525,053

Program Service Revenue $1,821,880

Investment Income $37,909,614

Other Revenue $0

TOTAL REVENUE $107,256,547

Expense Breakdown

Grants Paid $45,270,433

Salaries & Benefits $3,416,820

Fundraising Expenses $2,497,279

Program Expenses $45,802,839

Other Expenses $3,921,614

TOTAL EXPENSES $52,608,867

Year-over-Year Comparison

	2024	2023	Change
Revenue	$107,256,547	$75,457,779	+0.4%
Expenses	$52,608,867	$44,462,284	+0.2%
Net Income	$54,647,680	$30,995,495	+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

$658,051

Total Directors

Key Employees

$260,866

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ARCHBISHOP BERNARD HEBDA	CHAIR	2.00	Officer Director	$0	$0	$0
MIKE FELMLEE	VICE CHAIR	2.00	Officer Director	$0	$0	$0
KATHY COONEY	SECRETARY	2.00	Officer Director	$0	$0	$0
MONIQUE MADDOX	TREASURER	2.00	Officer Director	$0	$0	$0
GREG MELSEN	DIRECTOR THRU DEC 2024	2.00	Director	$0	$0	$0
MARGARET MURPHY	DIRECTOR	2.00	Director	$0	$0	$0
MATT KUHN JD	DIRECTOR	2.00	Director	$0	$0	$0
RACHAEL SCHERER	DIRECTOR	2.00	Director	$0	$0	$0
NANCY UTOFT	DIRECTOR	2.00	Director	$0	$0	$0
PAUL DWYER CFA	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS MERTENS	DIRECTOR	2.00	Director	$0	$0	$0
REVEREND CHARLES LACHOWITZER	DIRECTOR THRU DEC 2024	2.00	Director	$0	$0	$0
SHEILA BERUBE	DIRECTOR	2.00	Director	$0	$0	$0
KATE WENGER	DIRECTOR	2.00	Director	$0	$0	$0
JASON MORRISON	DIRECTOR	2.00	Director	$0	$0	$0
JJ KIRBY	DIRECTOR	2.00	Director	$0	$0	$0
JULIE CRAVEN	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM FAULKNER	DIRECTOR	2.00	Director	$0	$0	$0
JACKIE GIBNEY	DIRECTOR	2.00	Director	$0	$0	$0
FRANK FORSBERG	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH KEYES	DIRECTOR THRU DEC 2024	2.00	Director	$0	$0	$0
JEFF HAWKINS	DIRECTOR	2.00	Director	$0	$0	$0
CYNTHIA BAILEY MANNS	DIRECTOR	2.00	Director	$0	$0	$0
ANN HILGER	DIRECTOR	2.00	Director	$0	$0	$0
BISHOP MICHAEL IZEN	DIRECTOR	2.00	Director	$0	$0	$0
ROSHEN RAJKUMAR	DIRECTOR	2.00	Director	$0	$0	$0
MARYA ROBBEN	DIRECTOR	2.00	Director	$0	$0	$0
ANNE CULLEN MILLER	PRESIDENT	40.00	Officer	$425,534	$20,507	$446,041
CASEY J SCOTT	VP OF FINANCE AND ADMINISTRATION	40.00	Officer	$193,012	$18,998	$212,010
CHRISTOPHER NELSON	EXECUTIVE VP OF DEVELOPMENT & DONOR ENGAGEMENT	40.00	Key Emp	$239,321	$21,545	$260,866
MIKE RICCI	INVESTMENT OFFICER	40.00	Highest	$164,876	$27,185	$192,061
MEG PAYNE NELSON	VP OF IMPACT	40.00	Highest	$168,783	$23,516	$192,299
JEANNE SCHAAF	DIRECTOR OF INSTITUTIONAL STEWARSHIP & ENGAGEMENT	40.00	Highest	$121,456	$15,276	$136,732
BETHEL RUEST	SENIOR PHILANTHROPIC ADVISOR	40.00	Highest	$111,623	$24,648	$136,271
REBECCA ABBOTT	FUND ACCOUNTING MANAGER	40.00	Highest	$109,201	$19,786	$128,987

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	$107,256,547	$52,608,867	$751,710,677	$54,647,680
2024	$75,457,779	$44,462,284	$666,642,788	$30,995,495
2023	$58,337,820	$29,115,347	$595,109,092	$29,222,473
2022	$86,452,325	$23,404,413	$507,390,590	$63,047,912
2021	$72,097,381	$21,812,693	$510,001,439	$50,284,688
2020	$35,853,848	$22,239,782	$386,711,687	$13,614,066
2019	$40,137,445	$20,650,230	$377,915,332	$19,487,215
2018	$46,946,280	$17,393,602	$358,307,812	$29,552,678

CATHOLIC COMMUNITY FOUNDATION OF MINNESOTA