COMMONWEALTH CATHOLIC CHARITIES (EIN 540505877) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1923

Legal Domicile

Principal Officer

JASON BROWN

Phone

8042855900

Tax Period

2022-10-01 to 2023-09-30

COMMONWEALTH CATHOLIC CHARITIES, founded in 1923, is a mid-sized nonprofit in the Human Services sector that reported $12.7M in total revenue in fiscal year 2017. Revenue decreased 9% compared to the prior year.

Mission

TO PROVIDE QUALITY, COMPASSIONATE HUMAN SERVICES TO ALL PEOPLE, ESPECIALLY THE MOST VULNERABLE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $17,758,308

Program Service Revenue $4,575,999

Investment Income $17,940

Other Revenue $67,067

TOTAL REVENUE $22,419,314

Expense Breakdown

Grants Paid $2,402,301

Salaries & Benefits $12,344,670

Fundraising Expenses $616,649

Program Expenses $19,938,375

Other Expenses $7,839,366

TOTAL EXPENSES $22,586,337

Year-over-Year Comparison

	2022	2021	Change
Revenue	$22,419,314	$23,756,321	-0.1%
Expenses	$22,586,337	$24,656,275	-0.1%
Net Income	$-167,023	$-899,954	-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

332

Volunteers

119

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

$490,377

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY STUART	CHAIR	1.00	Officer Director	$0	$0	$0
ERNESTO SAMPSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DANE HONRADO	TREASURER	1.00	Officer Director	$0	$0	$0
MARIE YASCKO-ROSADO	SECRETARY	1.00	Officer Director	$0	$0	$0
REV SHAY AUERBACH SJ	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHEN BENEDETTI	BOARD MEMBER	1.00	Director	$0	$0	$0
SHARON DAJON	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES DEPASQUALE	BOARD MEMBER	1.00	Director	$0	$0	$0
RANDY GATZKE	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK HEINEN	BOARD MEMBER	1.00	Director	$0	$0	$0
TULINH LE	BOARD MEMBER	1.00	Director	$0	$0	$0
NIKOLA NICK LUCAS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARLES MARLOWE	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHLEEN MCCAULEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL METZGER	BOARD MEMBER	1.00	Director	$0	$0	$0
MONICA MOLONY	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM PARKHURST	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE PETRI	BOARD MEMBER	1.00	Director	$0	$0	$0
TONY PHAM	BOARD MEMBER	1.00	Director	$0	$0	$0
BRENDA POGGENDORF	BOARD MEMBER	1.00	Director	$0	$0	$0
VERY REV SEAN PRINCE VF	BOARD MEMBER	1.00	Director	$0	$0	$0
CLIONA MARY ROBB	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN SCHNEIDER	BOARD MEMBER	1.00	Director	$0	$0	$0
NAZIA SHAFI	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL SINCLAIR	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID WHITEHEAD	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY BROWN	CHIEF EXECUTIVE OFFICER	37.50	Officer	$182,553	$38,516	$221,069
LORI M JAMES	CHIEF ADMINISTRATIVE OFFIC	37.50	Officer	$105,458	$33,969	$139,427
ANITHA P WALLEN	CHIEF OPERATING OFFICER	37.50	Officer	$109,008	$20,873	$129,881

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	$22,419,314	$22,586,337	$11,294,341	$-167,023
2022	$23,756,321	$24,656,275	$9,401,094	$-899,954
2021	$17,802,660	$17,431,208	$9,806,748	$371,452
2020	$16,177,283	$14,988,264	$11,028,052	$1,189,019
2019	$13,687,013	$13,868,072	$10,210,417	$-181,059
2018	$12,662,968	$12,592,156	$8,796,935	$70,812

COMMONWEALTH CATHOLIC CHARITIES