CATHOLIC CHARITIES HOUSING ASSOC OF JACKSONVILLE INC (EIN 591830079) - Form 990 Financial Analysis & Trantor Score

🔒

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

Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

HELEN J O'NEAL

Phone

9046321255

Tax Period

2025-01-01 to 2025-12-31

CATHOLIC CHARITIES HOUSING ASSOC OF JACKSONVILLE INC, founded in 1971, is a community nonprofit in the Housing & Shelter sector that reported $1.7M in total revenue in fiscal year 2025. Expenses of $1.6M left a modest 7% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE ELDERLY AND DISABLED LOW INCOME PERSONS WITH HOUSING FACILITIES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS.

🔒

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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $6,662

Program Service Revenue $1,673,232

Investment Income $6,184

Other Revenue $0

TOTAL REVENUE $1,686,078

Expense Breakdown

Grants Paid $0

Salaries & Benefits $550,019

Fundraising Expenses $0

Program Expenses $1,448,055

Other Expenses $1,019,016

TOTAL EXPENSES $1,569,035

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,686,078	$1,632,371	+0.0%
Expenses	$1,569,035	$1,432,385	+0.1%
Net Income	$117,043	$199,986	-0.4%

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

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

$93,013

Total Directors

$93,013

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALMA BALLARD	SEC/TREAS	5.00	Officer Director	$0	$0	$93,013
JAMES DAVIS	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS DOYLE	DIRECTOR	2.00	Director	$0	$0	$0
ANITA HASSELL	EX-OFFICIO	2.00	Director	$0	$0	$0
JOHN HARTLEY	DIRECTOR	2.00	Director	$0	$0	$0
GARY HUGHES	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM MILLER	VICE-PRESIDE	2.00	Officer Director	$0	$0	$0
RALPH MOSLEY	DIRECTOR	2.00	Director	$0	$0	$0
HELEN J O'NEAL	PRESIDENT	2.00	Officer Director	$0	$0	$0
MICHAEL RUZANKA	DIRECTOR	2.00	Director	$0	$0	$0
MIKE NED	DIRECTOR	2.00	Officer	$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
2025	$1,686,078	$1,569,035	$2,104,770	$117,043
2024	$1,632,371	$1,432,385	$2,132,208	$199,986
2023	$1,533,545	$1,578,307	$2,207,753	$-44,762
2022	$1,484,623	$1,432,776	$2,376,974	$51,847
2021	$1,460,809	$1,412,831	$2,511,490	$47,978
2020	$1,444,348	$1,391,202	$2,660,364	$53,146
2019	$1,431,472	$1,411,609	$2,790,088	$19,863

CATHOLIC CHARITIES HOUSING ASSOC OF JACKSONVILLE INC