CARITAS IN VERITATE - CIV USA (EIN 452444433) - 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

HENRY CAPPELLO

Phone

6027959810

Tax Period

2023-07-01 to 2024-06-30

CARITAS IN VERITATE - CIV USA, founded in 2011, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $782K in total revenue in fiscal year 2023.

Mission

THE ORGANIZATION IS A CONFEDERATION OF CATHOLIC INSTITUTIONS DEDICATED TO RECRUIT, MOBILIZE, AND ENGAGE VOLUNTEERS, WITH PARTICULAR FOCUS ON YOUNG PEOPLE TO BRING CHARITY, TRUTH, AND HUMAN PROGRESS TO ALL.

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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 $659,393

Program Service Revenue $96,327

Investment Income $26,181

Other Revenue $0

TOTAL REVENUE $781,901

Expense Breakdown

Grants Paid $17,500

Salaries & Benefits $227,080

Fundraising Expenses $70,711

Program Expenses $741,693

Other Expenses $596,941

TOTAL EXPENSES $841,521

Year-over-Year Comparison

	2023	2022	Change
Revenue	$781,901	$803,776	0.0%
Expenses	$841,521	$519,373	+0.6%
Net Income	$-59,620	$284,403	-1.2%

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

Volunteers

N/A

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

$206,221

Total Directors

$206,221

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HENRY CAPPELLO	FOUNDER, PRESIDENT CEO	050.00	Officer Director	$179,400	$26,821	$206,221
RICHARD ANDREEN	CHAIR	002.00	Officer Director	$0	$0	$0
KEITH TIGUE CFP	TREASURER	002.00	Officer Director	$0	$0	$0
JASON BENEDETTI CFP	SECRETARY	002.00	Officer Director	$0	$0	$0
FR ROBERT SPITZER SJ PHD	DIRECTOR	001.00	Director	$0	$0	$0
THOMAS KELLER	DIRECTOR	001.00	Director	$0	$0	$0
GERRY FRIGON	DIRECTOR	001.00	Director	$0	$0	$0
DR SABINA CAPPELLO LEE	DIRECTOR	001.00	Director	$0	$0	$0
ARCHBISHOP SAMUEL AQUILA	HONORARY PRESIDENT	001.00	Director	$0	$0	$0
SHAWKAT HALABU BENG	DIRECTOR THRU 01/2024	001.00	Director	$0	$0	$0
MSGR ANTHONY FIGUEREDO STD	DIRECTOR THRU 01/2024	001.00	Director	$0	$0	$0
MARYANNE NEAS	DIRECTOR THRU 01/2024	001.00	Director	$0	$0	$0
SCOTT FLECKENSTEIN	DIRECTOR THRU 01/2024	001.00	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
2025	No data	No data	No data	No data
2024	$781,901	$841,521	$933,028	$-59,620
2023	$803,776	$519,373	$1,009,394	$284,403
2022	$1,128,028	$583,911	$685,905	$544,117
2021	$403,262	$390,956	$189,637	$12,306
2020	$431,342	$424,972	$187,597	$6,370
2019	$398,673	$390,596	$123,267	$8,077

CARITAS IN VERITATE - CIV USA