COLLEGIUM INSTITUTE

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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

2013

Legal Domicile

Principal Officer

Dr Daniel Cheely

Phone

2157464494

Tax Period

2023-01-01 to 2023-12-31

COLLEGIUM INSTITUTE, founded in 2013, is a small nonprofit that reported $754K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

COLLEGIUM INSTITUTE IS DEVOTED TO FOSTERING CATHOLIC INTELLECTUAL TRADITION WITHIN THE UNIVERSITY OF PENNSYLVANIA COMMUNITY AND WITHIN THE GREATER REGION AND SECULAR ACADEMIA.

Program Service Accomplishments

Program 1

Expenses: $173,136 Revenue: $17,597

Specific Events that charge registration fees

Program 2

Expenses: $560,901 Revenue: $0

Lectures & Various Events

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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 $706,202

Program Service Revenue $17,597

Investment Income $30,532

Other Revenue $0

TOTAL REVENUE $754,331

Expense Breakdown

Grants Paid $0

Salaries & Benefits $207,153

Fundraising Expenses $14,784

Program Expenses $734,037

Other Expenses $581,233

TOTAL EXPENSES $788,386

Year-over-Year Comparison

	2023	2022	Change
Revenue	$754,331	$693,188	+0.1%
Expenses	$788,386	$425,685	+0.9%
Net Income	$-34,055	$267,503	-1.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Daniel Cheely PhD	Executive Director/Trustee	5.00	Officer Director	$0	$0	$0
Matthew O'Brien PhD	Treasurer/Chair of the Board	2.00	Officer Director	$0	$0	$0
Mark Mulholland	Trustee	1.00	Director	$0	$0	$0
Peter Ferry	Trustee	1.00	Director	$0	$0	$0
Mark Brennan PhD	Trustee	1.00	Director	$0	$0	$0
Michael Kane PhD	Secretary/Trustee	1.00	Officer Director	$0	$0	$0
Rev Eric Banecker	Trustee	1.00	Director	$0	$0	$0
Margaret Hogan PhD	Trustee	1.00	Director	$0	$0	$0
Anne Marie McCarthy PhD	Trustee	1.00	Director	$0	$0	$0
Sarah-Vaughan Brakman PhD	Trustee	1.00	Director	$0	$0	$0
Francis Hager	Trustee	1.00	Director	$0	$0	$0
Francis x Maier	Trustee	1.00	Director	$0	$0	$0
Bernardo Aparicio Garcia	Trustee	1.00	Director	$0	$0	$0
Kenneth Athaide	Trustee	1.00	Director	$0	$0	$0
William Klimon	Trustee	1.00	Director	$0	$0	$0
Robert Tomilson	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	$754,331	$788,386	$1,025,258	$-34,055
2022	$693,188	$425,685	$1,072,215	$267,503
2021	$540,832	$452,296	$788,720	$88,536
2020	$480,053	$399,352	$733,543	$80,701
2019	$544,035	$543,100	$637,219	$935
2018	$459,277	$329,372	$634,998	$129,905