CANA FAMILY INSTITUTE (EIN 455000221) - 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

CHARLEY BIELEJESKI

Phone

7633910205

Tax Period

2023-01-01 to 2023-12-31

CANA FAMILY INSTITUTE, founded in 2012, is a small nonprofit in the Religion sector that reported $444K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $493K exceeded revenue, resulting in a 11% operating deficit.

Mission

RENEW CULTURE BY STRENGTHENING MARRIAGES & FAMILIES & FORMING MISSIONARY DISCIPLES.

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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 $319,870

Program Service Revenue $106,226

Investment Income $7

Other Revenue $18,261

TOTAL REVENUE $444,364

Expense Breakdown

Grants Paid $0

Salaries & Benefits $362,549

Fundraising Expenses $81,420

Program Expenses $230,135

Other Expenses $129,999

TOTAL EXPENSES $492,548

Year-over-Year Comparison

	2023	2022	Change
Revenue	$444,364	$403,325	+0.1%
Expenses	$492,548	$396,457	+0.2%
Net Income	$-48,184	$6,868	-8.0%

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

275

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

$107,451

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY HODGDON	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
PATRICK SCHMIDT	BOARD VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
THOMAS SCHULZETENBERG	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
TOM JANAS	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
FR JOE BAMBENEK	BOARD CHAPLAIN	1.00	Officer Director	$0	$0	$0
PAM ABBATE-DATTILO	DIRECTOR	1.00	Director	$0	$0	$0
JEAN SCHMITZ	DIRECTOR	1.00	Director	$0	$0	$0
FR BRIAN PARK	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES BIELEJESKI	EXECUTIVE DIRECTOR	40.00	Officer	$18,951	$0	$18,951
MADALYN MONTEMORANO	DIRECTOR OF OPERATIONS	40.00	Officer	$45,000	$0	$45,000
KAREN SESTER	CHIEF OPERATING OFFICER	32.00	Officer	$43,500	$0	$43,500

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	No data	No data	No data	No data
2023	$444,364	$492,548	$65,262	$-48,184
2022	$403,325	$396,457	$90,839	$6,868
2021	$334,975	$254,328	$156,701	$80,647
2020	$304,480	$270,643	$75,853	$33,837
2019	$304,229	$404,996	$42,518	$-100,767
2018	$283,057	$191,518	$140,954	$91,539

CANA FAMILY INSTITUTE