CATHOLIC COMMUNITY FOUNDATION (EIN 411955885) - 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

1999

Legal Domicile

Principal Officer

ANGELA LAVILLE

Phone

8167561850

Tax Period

2023-01-01 to 2023-12-31

CATHOLIC COMMUNITY FOUNDATION, founded in 1999, is a community nonprofit in the Religion sector that reported $2.0M in total revenue in fiscal year 2023. Revenue fell 65% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $983K, a strong 48% operating margin.

Mission

THE PURPOSE OF THE FOUNDATION IS TO SUPPORT FINANCIALLY THE SPIRITUAL, EDUCATIONAL, AND OTHER CHARITABLE NEEDS OF THE CATHOLIC COMMUNITY BY PROVIDING OPPORTUNITIES FOR PEOPLE TO FUND CAUSES CONSISTENT WITH THE MISSION OF THE CATHOLIC FAITH THAT ARE MOST MEANINGFUL TO THE DONOR".

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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 $1,836,704

Program Service Revenue $0

Investment Income $200,954

Other Revenue $0

TOTAL REVENUE $2,037,658

Expense Breakdown

Grants Paid $1,004,024

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,004,024

Other Expenses $50,740

TOTAL EXPENSES $1,054,764

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,037,658	$5,754,943	-0.6%
Expenses	$1,054,764	$4,517,287	-0.8%
Net Income	$982,894	$1,237,656	-0.2%

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

$128,979

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN MILLER	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
TERRY BRADY	SECRETARY	1.00	Officer Director	$0	$0	$0
KEVIN CONNOR	DIRECTOR	1.00	Director	$0	$0	$0
JOHN COOK	DIRECTOR	1.00	Director	$0	$0	$0
BILL HAYNES	DIRECTOR	1.00	Director	$0	$0	$0
BISHOP JAMES V JOHNSTON JR	DIRECTOR	1.00	Director	$0	$0	$0
MARK THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY LILLIG	EXECUTIVE DIRECTOR (THRU 8/23)	1.00	Officer	$0	$8,211	$128,979
ANGELA LAVELLE	CHIEF FINANCIAL OFFICER	1.00	Officer	$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
2024	No data	No data	No data	No data
2023	$2,037,658	$1,054,764	$9,677,757	$982,894
2022	$5,754,943	$4,517,287	$9,154,407	$1,237,656
2021	$3,058,896	$2,000,465	$9,563,701	$1,058,431
2020	$3,385,484	$1,790,017	$7,841,111	$1,595,467
2019	$2,887,022	$1,761,922	$5,519,161	$1,125,100
2018	$3,434,321	$1,571,371	$3,905,622	$1,862,950

CATHOLIC COMMUNITY FOUNDATION