CATHOLIC INVESTMENT SERVICES INC

EIN: 464354011 501(c)(3) Public & Societal Benefit

BOSTON, MA

Total Revenue
$2,338,195
Total Expenses
$2,133,332
Total Assets
$1,129,566
Net Assets
$808,793
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
DE
Principal Officer
TIMOTHY D'ARCY
Phone
6177586588
Tax Period
2024-01-01 to 2024-12-31

CATHOLIC INVESTMENT SERVICES INC, founded in 2013, is a community nonprofit in the Public & Societal Benefit sector that reported $2.3M in total revenue in fiscal year 2024. Expenses of $2.1M left a modest 9% surplus.

Mission

TO PROMOTE SOCIALLY RESPONSIBLE INVESTMENTS IN ACCORDANCE WITH SOCIALLY RESPONSIBLE INVESTMENT GUIDELINES PUBLISHED BY THE ROMAN CATHOLIC BISHOPS OF THE UNITED STATES FOR INSTITUTIONS, PROVIDE EDUCATION ABOUT SOCIALLY RESPONSIBLE INVESTING AND SUPPORT EDUCATIONAL PROJECTS; AND SPONSOR, ADMINISTER, AND/OR MANAGE POOLED INVESTMENT FUNDS INVESTED IN ACCORDANCE WITH SOCIALLY RESPONSIBLE INVESTMENT GUIDELINES PUBLISHED BY THE ROMAN CATHOLIC BISHOPS OF THE UNITED STATES.

Program Service Accomplishments

Program 1
Expenses: $1,641,644 Revenue: $2,300,310

TO PROMOTE SOCIALLY RESPONSIBLE INVESTMENTS FOR INSTITUTIONS, PROVIDE EDUCATION ABOUT SOCIALLY RESPONSIBLE INVESTING AND SUPPORT EDUCATIONAL PROJECTS; AND SPONSOR, ADMINISTER, AND/OR MANAGE POOLED...

Read more

TO PROMOTE SOCIALLY RESPONSIBLE INVESTMENTS FOR INSTITUTIONS, PROVIDE EDUCATION ABOUT SOCIALLY RESPONSIBLE INVESTING AND SUPPORT EDUCATIONAL PROJECTS; AND SPONSOR, ADMINISTER, AND/OR MANAGE POOLED INVESTMENT FUNDS INVESTED IN ACCORDANCE WITH SOCIALLY RESPONSIBLE INVESTMENT GUIDELINES PUBLISHED BY THE ROMAN CATHOLIC BISHOPS OF THE UNITED STATES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $46,650
Program Service Revenue $2,300,310
Investment Income $-9,560
Other Revenue $795
TOTAL REVENUE $2,338,195

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,362,120
Fundraising Expenses $0
Program Expenses $1,641,644
Other Expenses $771,212
TOTAL EXPENSES $2,133,332

Year-over-Year Comparison

2024 2023 Change
Revenue $2,338,195 $2,192,124 +0.1%
Expenses $2,133,332 $2,192,585 0.0%
Net Income $204,863 $-461 -445.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
8
Independent Members
7
Employees
6
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
3
$341,000
Total Directors
8
$341,000
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SCOTT C MALPASS CHAIRMAN/DIRECTOR 1.00
Officer Director
$0 $0 $0
JOHN J BRENNAN SECRETARY/DIRECTOR 1.00
Officer Director
$0 $0 $0
THOMAS E LANCTOT CEO/PRESIDENT/TREASURER/DIRECTOR 40.00
Officer Director
$310,000 $31,000 $341,000
PAUL SCHOTT STEVENS DIRECTOR 1.00
Director
$0 $0 $0
DIXON DOLL DIRECTOR 1.00
Director
$0 $0 $0
PAULITA PIKE DIRECTOR 1.00
Director
$0 $0 $0
SISTER IRENE O'NEILL DIRECTOR 1.00
Director
$0 $0 $0
DAVID TAICLET DIRECTOR 1.00
Director
$0 $0 $0
ZELA ASTARJIAN DIRECTOR OF INVESTOR RELATIONS 40.00
Highest
$251,395 $113,851 $365,246
JEREMY TAYLOR DIRECTOR OF INVESTOR RELATIONS 40.00
Highest
$190,000 $19,000 $209,000
DAVID BINNEY VP OF OPERATIONS 40.00
Highest
$148,954 $52,920 $201,874
MICHAEL NAGY DIRECTOR OF INVESTOR RELATIONS 40.00
Highest
$212,457 $70,402 $282,859
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 $2,338,195 $2,133,332 $1,129,566 $204,863
2023 $2,192,124 $2,192,585 $1,142,909 $-461
2022 $1,984,985 $1,926,688 $1,125,933 $58,297
2021 $2,110,461 $1,999,357 $1,253,675 $111,104
2020 $1,667,019 $2,006,812 $985,820 $-339,793
2019 $1,836,515 $1,792,452 $1,234,462 $44,063
2018 $1,218,477 $1,378,122 $1,321,242 $-159,645
Explore More Nonprofits
→Top 100 Nonprofits in Massachusetts →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare CATHOLIC INVESTMENT SERVICES INC with other nonprofits in Massachusetts and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.