CATHOLIC SERVICE ORGANIZATIONS OF … - 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

2011

Legal Domicile

Principal Officer

PATRICIA ANDRIEU

Phone

4159252678

Tax Period

2018-05-01 to 2019-04-30

CATHOLIC SERVICE ORGANIZATIONS OF AMERICA, founded in 2011, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2018. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

CATHOLIC SERVICE ORGANIZATIONS OF AMERICA RECEIVES FUNDS FROM WORKPLACE FUND DRIVES, INDIVIDUALS OR CORPORATIONS FOR DISTRIBUTION TO MEMBER AGENCIES.

Program Service Accomplishments

Program 1

Expenses: $829,483

THE FEDERATION'S PRIMARY PURPOSE IS TO SCREEN AND CERTIFY CHARITIES THAT MEET STANDARDS FOR INCLUSION IN CORPORATE AND GOVERNMENT WORKPLACE CHARITABLE FUND DRIVES AND TO ACT AS THE CENTRAL...

THE FEDERATION'S PRIMARY PURPOSE IS TO SCREEN AND CERTIFY CHARITIES THAT MEET STANDARDS FOR INCLUSION IN CORPORATE AND GOVERNMENT WORKPLACE CHARITABLE FUND DRIVES AND TO ACT AS THE CENTRAL REPRESENTATIVE AND FISCAL AGENT IN THOSE DRIVES, THEREBY REDUCING FUND RAISING COSTS FOR BOTH THE CHARITIES AND CONTRIBUTORS. THESE EXPENSES RELATE TO DISTRIBUTIONS TO THE FIFTEEN MEMBER AGENCIES FROM AMOUNTS COLLECTED THROUGH THE CAMPAIGN.

Program 2

Expenses: $161,568

TO PROVIDE TELEPHONE, PRINT AND WEB-BASED EDUCATION AND INFORMATION SERVICES FOR CONTRIBUTORS TO USE IN GIFT-MAKING DECISIONS; TO TRAIN CHARITIES ON HOW TO SERVE WORKPLACE CONTRIBUTORS; TO PROVIDE...

TO PROVIDE TELEPHONE, PRINT AND WEB-BASED EDUCATION AND INFORMATION SERVICES FOR CONTRIBUTORS TO USE IN GIFT-MAKING DECISIONS; TO TRAIN CHARITIES ON HOW TO SERVE WORKPLACE CONTRIBUTORS; TO PROVIDE LOGISTICAL SUPPORT TO FUND DRIVE ORGANIZERS; TO OPEN NEW WORKPLACE FUND DRIVES; AND TO PROVIDE NECESSARY MANAGEMENT AND FISCAL SERVICES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $1,044,178

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,044,178

Expense Breakdown

Grants Paid $829,483

Salaries & Benefits $0

Fundraising Expenses $34,026

Program Expenses $991,051

Other Expenses $214,695

TOTAL EXPENSES $1,044,178

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,044,178	$1,364,667	-0.2%
Expenses	$1,044,178	$1,364,667	-0.2%
Net Income	$0	N/A	N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THUAN HOANG	Board President	1.00	Officer Director	$0	$0	$0
CAMERON FALLER	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
PATRICIA ANDRIEU	BOARD VP/TRSR	1.00	Officer 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
2019	$1,044,178	$1,044,178	No data	No data

CATHOLIC SERVICE ORGANIZATIONS OF AMERICA