Catholic Charities Foundation

EIN: 420680319 501(c)(3)

Dubuque, IA

Total Revenue
$1,374,483
Total Expenses
$269,730
Total Assets
$12,933,199
Net Assets
$12,931,261
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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
1912
Legal Domicile
IA
Principal Officer
Tracy Morrison
Phone
5635562580
Tax Period
2023-11-01 to 2024-10-31

Catholic Charities Foundation, founded in 1912, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 1926% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 80% operating margin.

Mission

Receive, manage, and distribute funds to Catholic Charities of the Archdiocese of Dubuque

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,285,549
Program Service Revenue $0
Investment Income $88,934
Other Revenue $0
TOTAL REVENUE $1,374,483

Expense Breakdown

Grants Paid $260,492
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $260,492
Other Expenses $9,238
TOTAL EXPENSES $269,730

Year-over-Year Comparison

2023 2022 Change
Revenue $1,374,483 $67,845 +19.3%
Expenses $269,730 $438,508 -0.4%
Net Income $1,104,753 $-370,663 -4.0%
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

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
9

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
6
$305,384
Total Directors
10
$37,718
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Brian Harris Finance Officer 1.00
Officer
$0 $6,758 $136,071
Tracy Morrison Executive Director 2.20
Officer
$0 $6,248 $131,595
Rev Msgr Thomas Toale Vice President 40.70
Officer Director
$0 $0 $32,220
Archbishop Thomas Zinkula President 40.70
Officer Director
$0 $0 $5,498
Mary Jo Pfeifer Wulf Secretary 0.20
Officer Director
$0 $0 $0
Sr Susan O'Connor RSM Treasurer 0.20
Officer Director
$0 $0 $0
Ruth Palmer Director (Until June 24) 0.20
Director
$0 $0 $0
Jerry Fox Director 0.20
Director
$0 $0 $0
Paul Lee Director 0.20
Director
$0 $0 $0
Terry Carpenter Director 0.20
Director
$0 $0 $0
Gabriela Veg-Bauerly Director 0.20
Director
$0 $0 $0
John Freund Director 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
2024 $1,374,483 $269,730 $12,933,199 $1,104,753
2023 $67,845 $438,508 $10,011,160 $-370,663
2022 $455,384 $379,080 $9,874,168 $76,304
2021 $222,535 $254,012 $11,475,799 $-31,477
2020 $542,898 $453,693 $9,820,082 $89,205
2019 $1,973,265 $579,279 $9,401,919 $1,393,986
2018 $395,741 $305,615 $9,144,864 $90,126
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