The Catholic Charities USA Employee Welfare Benefit Trust (EIN 456491273) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

Keith R Styles Esq

Phone

7035491390

Tax Period

2023-01-01 to 2023-12-31

THE CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TRUST, founded in 2011, is a mid-sized nonprofit in the Mutual Benefit sector that reported $26.4M in total revenue in fiscal year 2018.

Mission

To provide health benefits to the employees & members of Catholic Charities USA and other qualifying Catholic Organizations.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $44,269,833

Investment Income $287,004

Other Revenue $0

TOTAL REVENUE $44,556,837

Expense Breakdown

Grants Paid $0

Salaries & Benefits $149,593

Fundraising Expenses $0

Other Expenses $4,070,714

TOTAL EXPENSES $37,771,826

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,556,837	$41,175,292	+0.1%
Expenses	$37,771,826	$38,203,405	0.0%
Net Income	$6,785,011	$2,971,887	+1.3%

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

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
Kerry Robinson	Chair	3.00	Director	$0	$0	$0
Charles C Cornelio	Trustee	1.00	Director	$0	$0	$0
Elida Hernandez	Trustee	1.00	Director	$0	$0	$0
Jane Durne Crowley	Trustee	1.00	Director	$0	$0	$0
Reverend Patrick Keating	Trustee	1.00	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
2024	No data	No data	No data	No data
2023	$44,556,837	$37,771,826	$18,992,769	$6,785,011
2022	$41,175,292	$38,203,405	$11,925,296	$2,971,887
2021	$41,773,256	$45,745,027	$13,170,209	$-3,971,771
2020	$41,775,265	$41,198,709	$15,869,158	$576,556
2019	$30,564,606	$31,218,621	$10,457,103	$-654,015
2018	$26,369,437	$28,829,259	$10,669,415	$-2,459,822

The Catholic Charities USA Employee Welfare Benefit Trust