Cedar Rapids, IA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)The Catholic Foundation for the Archdiocese of Dubuque, founded in 2011, is a mid-sized nonprofit in the Religion sector that reported $16.5M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10.2M, a strong 62% operating margin.
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The Catholic Foundation in the Archdiocese of Dubuque (CFAD) assists donors who wish to make a meaningful and lasting impact for Catholic organizations and those served by those organizations through...
The Catholic Foundation in the Archdiocese of Dubuque (CFAD) assists donors who wish to make a meaningful and lasting impact for Catholic organizations and those served by those organizations through the Spiritual and Corporal Works of Mercy. CFAD serves those in the 30 counties in northeast Iowa that make up the Archdiocese of Dubuque in three ways: charitable planning, investing, and grantmaking services.CFAD is separate from, yet collaborative with, the Archdiocese Corporation and holds donor advised funds and endowments for donors and Catholic parishes, schools, cemeteries, social services and other Catholic organizations. Statement continued on Schedule O.We work with donors who want their Catholic values perpetuated in a legacy gift and help them structure that in the best way for them, their family and the organization(s) they want to benefit. CFAD works with Catholic organizations, their donors and donors' advisors through its legacy planning services. In FY2025, 2 new organizations began the Legacy Planning Toolkit program through CFAD. More than 1,200 individuals sought information through CFAD's services regarding charitable giving along with 131 attending charitable planning education events.CFAD invests legacy gifts, donor advised funds and organization trust accounts in Catholic responsible choices. In FY2025, 25 new endowment funds, five new donor advised funds and 13 new agency trust accounts were added. Additionally, one future planned fund was established.Through donor agreements, CFAD grants legacy gifts as donors intend. In FY2025, $4,643,061 in grants were given from 290 funds to 193 organizations. The amount of grants to others in Part IX, line 1 represents distributions taken. Some organizations choose to not take a distribution but rather reinvest. These organizations are not reflected in the grant total.CFAD's vision is to endow financial support for our Catholic community; in other words, CFAD aims to sustain our Catholic organizations so that they can always carry out their missions to meet both spiritual and basic human needs in a manner that reflects Catholic values.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $16,487,122 | $11,589,032 | +0.4% |
| Expenses | $6,267,702 | $5,398,282 | +0.2% |
| Net Income | $10,219,420 | $6,190,750 | +0.7% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Louis Hagarty | Chair | 0.50 |
Officer
Director
|
$0 | $0 | $0 |
| Kevin Schmitt | Vice Chair | 0.50 |
Officer
Director
|
$0 | $0 | $0 |
| John Fink | Treasurer | 0.50 |
Officer
Director
|
$0 | $0 | $0 |
| Sarah Smith | Secretary | 0.50 |
Officer
Director
|
$0 | $0 | $0 |
| Mike Drees | Director | 0.50 |
Director
|
$0 | $0 | $0 |
| Kathleen Kleiman | Director | 0.50 |
Director
|
$0 | $0 | $0 |
| Paul Rottinghaus | Director | 0.50 |
Director
|
$0 | $0 | $0 |
| Archbishop Thomas Zinkula | Director | 0.50 |
Director
|
$0 | $0 | $0 |
| Anthony Tony Monaghan | Director | 0.50 |
Director
|
$0 | $0 | $0 |
| Tricia Lenz | Director | 0.50 |
Director
|
$0 | $0 | $0 |
| Pat Leonard | Director | 0.50 |
Director
|
$0 | $0 | $0 |
| Kirk Sadilek | Director | 0.50 |
Director
|
$0 | $0 | $0 |
| LuAnn Scholbrock | Director | 0.50 |
Director
|
$0 | $0 | $0 |
| Michele Brock | Executive Director | 40.00 |
Officer
|
$120,868 | $16,216 | $137,084 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $16,487,122 | $6,267,702 | $183,187,107 | $10,219,420 |
| 2024 | $11,589,032 | $5,398,282 | $164,181,885 | $6,190,750 |
| 2023 | $10,110,575 | $3,590,839 | $146,802,110 | $6,519,736 |
| 2022 | $10,700,862 | $4,254,268 | $127,453,113 | $6,446,594 |
| 2021 | $11,779,582 | $3,796,187 | $141,044,047 | $7,983,395 |
| 2020 | $6,883,183 | $3,386,914 | $105,423,795 | $3,496,269 |
| 2019 | $22,880,272 | $2,374,259 | $101,185,338 | $20,506,013 |
| 2018 | $40,031,402 | $1,476,118 | $86,986,888 | $38,555,284 |
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