CATHOLIC CHARITIES - PALM ISLAND INC (EIN 454855182) - 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

2012

Legal Domicile

Principal Officer

JAMES WAYNE

Phone

7278931314

Tax Period

2024-07-01 to 2025-06-30

CATHOLIC CHARITIES - PALM ISLAND INC, founded in 2012, is a small nonprofit that reported $187K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. Net assets of $679K represent 44 months of operating reserves.

Mission

AFFORDABLE HOUSING FOR THE GEOGRAPHIC AREAS SERVED BY THE DIOCESE OF ST PETERSBURG.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $185,661

Investment Income $1,500

Other Revenue $0

TOTAL REVENUE $187,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $188,957

Other Expenses $201,327

TOTAL EXPENSES $201,327

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,161	$144,816	+0.3%
Expenses	$201,327	$167,943	+0.2%
Net Income	$-14,166	$-23,127	-0.4%

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

$275,964

Total Directors

$275,964

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAGGIE ROGERS	SECRETARY	2.00	Officer Director	$0	$28,703	$164,912
JAMES J WAYNE	TREASURER	1.00	Officer Director	$0	$11,576	$111,052
REV MSGR ROBERT MORRIS VG	PRESIDENT	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
2025	$187,161	$201,327	$1,248,675	$-14,166
2024	$144,816	$167,943	$1,244,784	$-23,127
2023	$153,803	$170,768	$1,241,573	$-16,965
2022	$143,924	$136,442	$1,240,427	$7,482
2021	$133,927	$131,520	$1,235,144	$2,407
2020	$128,346	$176,866	$1,237,816	$-48,520
2019	$132,242	$134,840	$1,251,810	$-2,598
2018	$129,559	$124,395	$1,253,568	$5,164

CATHOLIC CHARITIES - PALM ISLAND INC