CATHOLIC FOUNDATION OF SOUTH LOUISIANA (EIN 451501690) - 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

2011

Legal Domicile

Principal Officer

AMY PONSON

Phone

9858503116

Tax Period

2023-07-01 to 2024-06-30

CATHOLIC FOUNDATION OF SOUTH LOUISIANA, founded in 2011, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.0M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.0M, a strong 50% operating margin.

Mission

TO ENHANCE THE CATHOLIC CHURCHES, PARISHES, SCHOOLS & SERVICES IN THE COMMUNITIES OF SOUTH LOUISIANA.

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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 $4,973,821

Program Service Revenue $456,410

Investment Income $519,650

Other Revenue $34,231

TOTAL REVENUE $5,984,112

Expense Breakdown

Grants Paid $2,297,393

Salaries & Benefits $395,084

Fundraising Expenses $118,682

Program Expenses $2,604,947

Other Expenses $281,170

TOTAL EXPENSES $2,973,647

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,984,112	$5,042,734	+0.2%
Expenses	$2,973,647	$2,158,658	+0.4%
Net Income	$3,010,465	$2,884,076	+0.0%

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

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

$136,039

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JERALD BLOCK	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL CAVELL	BOARD MEMBER	1.00	Director	$0	$0	$0
RENE DAVID	BOARD MEMBER	1.00	Director	$0	$0	$0
VERY REV SIMON PETER ENGURAIT	DIOCESAN ADMINISTRATOR	5.00	Director	$0	$0	$0
REV ALEX GAUDET	BOARD MEMBER	1.00	Director	$0	$0	$0
GENE GOUAUX III	BOARD MEMBER	1.00	Director	$0	$0	$0
VERY REV PATRICK J MADDEN	DIOCESAN ADMINISTRATOR (THRU 08/23)	5.00	Director	$0	$0	$0
HILTON MICHEL JR	BOARD MEMBER	1.00	Director	$0	$0	$0
BERNADETTE PICKET	BOARD MEMBER (THRU 10/23)	1.00	Director	$0	$0	$0
PAT PITRE	BOARD MEMBER	1.00	Director	$0	$0	$0
REV PATRICK RIVIERE	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT RIVIERE	BOARD MEMBER	1.00	Director	$0	$0	$0
GEORGE ROBICHAUX	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS SAAL MD	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLOTTE BOLLINGER	CHAIR	1.00	Officer Director	$0	$0	$0
JAMES J BUQUET III	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BONNIE BRADY BABIN	SECRETARY	1.00	Officer Director	$0	$0	$0
GLENN VICE	TREASURER	1.00	Officer Director	$0	$0	$0
AMY PONSON	EXECUTIVE DIRECTOR	60.00	Officer	$112,495	$23,544	$136,039

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	No data	No data	No data	No data
2024	$5,984,112	$2,973,647	$24,689,341	$3,010,465
2023	$5,042,734	$2,158,658	$19,312,044	$2,884,076
2022	$3,205,204	$1,147,876	$13,953,926	$2,057,328
2021	$1,769,706	$1,025,116	$13,889,327	$744,590
2020	$2,122,027	$1,079,148	$10,692,646	$1,042,879
2019	$1,952,384	$711,764	$9,347,928	$1,240,620
2018	$1,285,021	$422,038	$7,294,089	$862,983

CATHOLIC FOUNDATION OF SOUTH LOUISIANA