CATHOLIC CHARITIES OF THE DIOCESE OF LEXINGTON INC

EIN: 611138597 501(c)(3)

LEXINGTON, KY

Total Revenue
$630,844
Total Expenses
$538,338
Total Assets
$709,582
Net Assets
$543,004
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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
1988
Legal Domicile
KY
Principal Officer
DR SHELLI J GREGORY
Phone
8592531993
Tax Period
2024-07-01 to 2025-06-30

CATHOLIC CHARITIES OF THE DIOCESE OF LEXINGTON INC, founded in 1988, is a small nonprofit that reported $631K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $538K left a modest 15% surplus.

Mission

OUR MISSION IS TO SERVE CHRIST BY ACCOMPANYING INDIVIDUALS, FAMILIES, AND COMMUNITIES WITH COMPASSION, SUPPORT, AND RESOURCES AS THEY MOVE FROM HARDSHIP TO STABILITY WITH DIGNITY.

Program Service Accomplishments

Program 1
Expenses: $51,782

DISASTER RECOVERY: SUPPORT THE COMMUNITY BY PROVIDING TEMPORARY SHELTER, SUPPLIES & LABOR FOR HOME REPAIRS, REPLACEMENT OF ITEMS LOST, RENT OR UTILITY ASSISTANCE, EMOTIONAL SUPPORT, AND REFERRALS TO...

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DISASTER RECOVERY: SUPPORT THE COMMUNITY BY PROVIDING TEMPORARY SHELTER, SUPPLIES & LABOR FOR HOME REPAIRS, REPLACEMENT OF ITEMS LOST, RENT OR UTILITY ASSISTANCE, EMOTIONAL SUPPORT, AND REFERRALS TO OTHER ORGANIZATIONS.

Program 2
Expenses: $302,515

BRIDGING THE GAP FOR EMERGENCY FINANCIAL ASSISTANCE, PROVIDE AN ON-SITE PANTRY OF EMERGENCY SUPPLIES OF TOLIETRIES, DIAPERS, TOLIET PAPERS, ETC.

Program 3
Expenses: $36,278

PROVIDE MENTAL HEALTH COUNSELING BY CONTRACTING WITH COUNSELORS TO OFFER SERVICES AT A REDUCED RATE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $591,172
Program Service Revenue $0
Investment Income $29,935
Other Revenue $9,737
TOTAL REVENUE $630,844

Expense Breakdown

Grants Paid $0
Salaries & Benefits $281,555
Fundraising Expenses $41,959
Program Expenses $390,575
Other Expenses $256,783
TOTAL EXPENSES $538,338

Year-over-Year Comparison

2024 2023 Change
Revenue $630,844 $547,578 +0.2%
Expenses $538,338 $605,648 -0.1%
Net Income $92,506 $-58,070 -2.6%
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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Governance

Voting Members
13
Independent Members
13
Employees
8
Volunteers
20

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
5
$8,974
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELIZABETH LINK PRESIDENT 3.00
Officer Director
$0 $0 $0
DEANN STIVERS ALLEN VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
BUDDY SCHNEIDER TREASURER 3.00
Officer Director
$0 $0 $0
LISA BARNES SECRETARY 2.00
Officer Director
$0 $0 $0
DWAYNE EDWARDS BOARD MEMBER 1.00
Director
$0 $0 $0
JERRY FELIX BOARD MEMBER 1.00
Director
$0 $0 $0
STEPHANIE NALLIA BOARD MEMBER 1.00
Director
$0 $0 $0
FR PAUL PRABELL BOARD MEMBER 1.00
Director
$0 $0 $0
BETH WRIGHT BOARD MEMBER 1.00
Director
$0 $0 $0
DEACON TIM STOUT BOARD MEMBER 1.00
Director
$0 $0 $0
ALICE HAYES BOARD MEMBER 1.00
Director
$0 $0 $0
SAL NALLI BOARD MEMBER 1.00
Director
$0 $0 $0
CATHERINE NALLI BOARD MEMBER 1.00
Director
$0 $0 $0
SHELLI GREGORY EXECUTIVE DIRECTOR 10.00
Officer
$8,974 $0 $8,974
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 $630,844 $538,338 $709,582 $92,506
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