Catholic Social Service Endowment Fund (EIN 481161409) - 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

1989

Legal Domicile

Principal Officer

Mike Stein

Phone

6202271562

Tax Period

2024-07-01 to 2025-06-30

Catholic Social Service Endowment Fund, founded in 1989, is a small nonprofit that reported $111K in total revenue in fiscal year 2024. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $172K exceeded revenue, resulting in a 55% operating deficit.

Mission

To provide operational support for Catholic Social Services, a non-profit organization providing adoption, counseling and social care for individuals.

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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 $71,773

Program Service Revenue $0

Investment Income $32,208

Other Revenue $6,700

TOTAL REVENUE $110,681

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $0

Fundraising Expenses $141,887

Program Expenses $30,000

Other Expenses $141,942

TOTAL EXPENSES $171,942

Year-over-Year Comparison

	2024	2023	Change
Revenue	$110,681	$77,565	+0.4%
Expenses	$171,942	$364,417	-0.5%
Net Income	$-61,261	$-286,852	-0.8%

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

N/A

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

$151,822

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patty Dunkle	Secretary	0.00	Officer Director	$0	$0	$0
David Snapp	Director	0.00	Director	$0	$0	$0
Mike Stein	President	0.00	Officer Director	$0	$0	$0
Alvin Bergkamp	Director	0.00	Director	$0	$0	$0
Rev Robert Schremmer	Director	0.00	Director	$0	$0	$0
Kathy Massoth	Director	0.00	Director	$0	$0	$0
Georgina Paz	Director	0.00	Director	$0	$0	$0
Debbie Snapp	Executive director	1.00	Officer	$0	$7,387	$84,731
Karensa McClure	Office manager	1.00	Officer	$0	$1,950	$67,091

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	$110,681	$171,942	$1,443,425	$-61,261
2024	$77,565	$364,417	$1,300,387	$-286,852
2023	$491,321	$1,012,875	$1,325,741	$-521,554
2022	$1,474,988	$1,066,066	$1,641,648	$408,922
2021	$1,227,236	$1,261,337	$2,258,671	$-34,101
2020	$836,865	$1,282,836	$1,416,874	$-445,971
2019	$1,761,360	$1,257,475	$1,436,193	$503,885
2018	$1,424,193	$872,601	$1,024,365	$551,592

Catholic Social Service Endowment Fund