CATHOLIC CHARITIES COMMUNITY SERVICES OF DUTCHESS INC (EIN 461341563) - 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

JULIE WEST

Phone

8454991597

Tax Period

2023-09-01 to 2024-08-31

CATHOLIC CHARITIES COMMUNITY SERVICES OF DUTCHESS INC, founded in 2012, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $1.2M left a modest 12% surplus.

Mission

TO PROVIDE EXTENSIVE HUMAN SERVICES FOR FAMILIES AND INDIVIDUALS, REGARDLESS OF RELIGION, RACE, ETHNICITY, OR GENDER, THROUGHOUT ALL DUTCHESS COUNTY.

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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 $1,249,128

Program Service Revenue $91,985

Investment Income $0

Other Revenue $17,701

TOTAL REVENUE $1,358,814

Expense Breakdown

Grants Paid $162,914

Salaries & Benefits $540,816

Fundraising Expenses $5,451

Program Expenses $1,077,942

Other Expenses $497,987

TOTAL EXPENSES $1,201,717

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,358,814	$1,157,624	+0.2%
Expenses	$1,201,717	$1,121,535	+0.1%
Net Income	$157,097	$36,089	+3.4%

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

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

$118,935

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE WEST	EXECUTIVE DIRECTOR	35.0	Officer	$95,119	$23,816	$118,935
GEORGE METZ	CHAIR/Finance Committee chair	1.0	Officer Director	$0	$0	$0
MARY WESTERMANN	VICE CHAIR	1.0	Officer Director	$0	$0	$0
ROBERT RANIERI JR	SECRETARY	1.0	Officer Director	$0	$0	$0
JEANINE AGNOLET-RADO	DIRECTOR	1.0	Director	$0	$0	$0
BRIAN ALLEN ESQ	DIRECTOR, as of 4/22/24	1.0	Director	$0	$0	$0
BISHOP GERARDO COLACICCO	DIRECTOR	1.0	Director	$0	$0	$0
BRIAN GIORGIS	DIRECTOR	1.0	Director	$0	$0	$0
JUDY MARCUS	DIRECTOR, thru 7/3/24	1.0	Director	$0	$0	$0
MATTHEW MAYE	DIRECTOR	1.0	Director	$0	$0	$0
REV MICHAEL MCLOUGHLIN	DIRECTOR	1.0	Director	$0	$0	$0
RICHARD PETERSON	DIRECTOR	1.0	Director	$0	$0	$0
MONSIGNOR KEVIN SULLIVAN	DIRECTOR	1.0	Director	$0	$0	$0
KATHERINE WEIR	DIRECTOR	1.0	Director	$0	$0	$0
REV KENT WILSON	DIRECTOR	1.0	Director	$0	$0	$0
ELIZABETH WOLF ESQ	DIRECTOR	1.0	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	$1,358,814	$1,201,717	$741,668	$157,097
2023	$1,157,624	$1,121,535	$1,374,927	$36,089
2022	$1,181,518	$1,106,369	$910,493	$75,149
2021	$1,133,390	$1,028,239	$461,397	$105,151
2020	$1,250,360	$1,217,231	$483,538	$33,129
2019	$1,195,813	$1,132,910	$395,567	$62,903
2018	$1,235,363	$1,123,885	$241,462	$111,478

CATHOLIC CHARITIES COMMUNITY SERVICES OF DUTCHESS INC