CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO (EIN 474949185) - 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

2015

Legal Domicile

Phone

8583979700

Tax Period

2024-01-01 to 2024-12-31

CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO, founded in 2015, is a community nonprofit in the Religion sector that reported $5.1M in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.8M, a strong 56% operating margin.

Mission

TO FOSTER AND AMPLIFY CATHOLIC PHILANTHROPY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,229,980

Program Service Revenue $255,747

Investment Income $1,600,692

Other Revenue $0

TOTAL REVENUE $5,086,419

Expense Breakdown

Grants Paid $1,820,205

Salaries & Benefits $192,825

Fundraising Expenses $153,389

Program Expenses $1,946,223

Other Expenses $239,112

TOTAL EXPENSES $2,252,142

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,086,419	$3,504,423	+0.5%
Expenses	$2,252,142	$3,257,682	-0.3%
Net Income	$2,834,277	$246,741	+10.5%

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

$149,926

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MANNY RUBIO	Former Exec Dir	40.00	Officer	$87,708	$25,635	$113,343
WILL PETERSON	Executive Dir	40.00	Officer	$36,583	$0	$36,583
VERY REV STEVEN CALLAHAN	Trustee	1.00	Director	$0	$0	$0
SUSAN CARTER	Trustee	1.00	Director	$0	$0	$0
JAMES BUDDY THOMAS	Treas & Sec	1.00	Officer Director	$0	$0	$0
MARK NEILSON	President	1.00	Officer Director	$0	$0	$0
DEAN DWYER	Trustee	1.00	Director	$0	$0	$0
JANINE MASON	Trustee	1.00	Director	$0	$0	$0
VIVIANA HONOLD	Trustee	1.00	Director	$0	$0	$0
BRYAN GANNON	Vice President	1.00	Officer Director	$0	$0	$0
THOMAS SCHOETTLE	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	$5,086,419	$2,252,142	$38,559,480	$2,834,277
2023	$3,504,423	$3,257,682	$46,754,292	$246,741
2022	$4,838,986	$3,156,868	$74,956,928	$1,682,118
2021	$4,327,946	$2,286,207	$89,259,750	$2,041,739
2020	$3,424,563	$1,784,883	$80,037,722	$1,639,680
2019	$3,624,218	$1,358,287	$68,037,542	$2,265,931
2018	$1,967,581	$905,765	$50,256,958	$1,061,816

CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO