CATHOLIC CHARITIES HOUSING INC (EIN 593201112) - 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

1993

Legal Domicile

Principal Officer

JAMES WAYNE

Phone

7278931314

Tax Period

2023-07-01 to 2024-06-30

CATHOLIC CHARITIES HOUSING INC, founded in 1993, is a community nonprofit that reported $5.0M in total revenue in fiscal year 2023. The organization ran a surplus of $879K, a strong 18% operating margin.

Mission

HOUSING FOR THE GEOGRAPHIC AREAS SERVED BY THE ROMAN CATHOLIC DIOCESE OF ST PETERBURG.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,230,271

Program Service Revenue $2,542,804

Investment Income $9,693

Other Revenue $168,153

TOTAL REVENUE $4,950,921

Expense Breakdown

Grants Paid $4,650

Salaries & Benefits $670,367

Fundraising Expenses $0

Program Expenses $3,933,036

Other Expenses $3,396,499

TOTAL EXPENSES $4,071,516

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,950,921	$4,613,920	+0.1%
Expenses	$4,071,516	$3,411,961	+0.2%
Net Income	$879,405	$1,201,959	-0.3%

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

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

$255,567

Total Directors

$255,567

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAGGIE ROGERS	SECRETARY	1.00	Officer Director	$0	$27,613	$152,099
JAMES WAYNE	CFO/TREASURER	1.00	Officer Director	$0	$16,542	$103,468
REV MSGR ROBERT MORRIS VG	PRESIDENT	1.00	Officer 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
2025	No data	No data	No data	No data
2024	$4,950,921	$4,071,516	$23,530,552	$879,405
2023	$4,613,920	$3,411,961	$24,188,187	$1,201,959
2022	$2,464,133	$3,654,975	$23,633,931	$-1,190,842
2021	$2,885,180	$2,719,561	$26,774,607	$165,619
2020	$3,542,902	$2,746,619	$25,107,358	$796,283
2019	$1,567,584	$2,400,481	$22,701,363	$-832,897
2018	$1,728,931	$2,519,493	$24,007,381	$-790,562

CATHOLIC CHARITIES HOUSING INC