CATHOLIC EDUCATION FOUNDATION INC (EIN 611294640) - 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

1995

Legal Domicile

Principal Officer

RICHARD A LECHLEITER

Phone

5025852747

Tax Period

2023-07-01 to 2024-06-30

CATHOLIC EDUCATION FOUNDATION INC, founded in 1995, is a mid-sized nonprofit in the Education sector that reported $11.0M in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.1M, a strong 37% operating margin.

Mission

TO PROMOTE THE GROWTH AND VITALITY OF CATHOLIC EDUCATION IN THE ARCHDIOCESE OF LOUISVILLE.

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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 $10,268,124

Program Service Revenue $0

Investment Income $557,214

Other Revenue $189,488

TOTAL REVENUE $11,014,826

Expense Breakdown

Grants Paid $5,028,225

Salaries & Benefits $1,341,101

Fundraising Expenses $1,160,291

Program Expenses $5,238,861

Other Expenses $537,528

TOTAL EXPENSES $6,906,854

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,014,826	$8,348,400	+0.3%
Expenses	$6,906,854	$6,641,243	+0.0%
Net Income	$4,107,972	$1,707,157	+1.4%

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

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

$575,352

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD A KLIMEK	CHAIRMAN	3.00	Officer Director	$0	$0	$0
MOST REV SHELTON J FABRE	VICE-CHAIRMAN	1.00	Officer Director	$0	$0	$0
JANE C MORREAU	TREASURER	1.00	Officer Director	$0	$0	$0
JOSEPH L LANDENWICH	SECRETARY/CHAIR-ELECT	3.00	Officer Director	$0	$0	$0
CHRISTOPHER J REID	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS J ABELL	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT D CECIL	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN C JAMES	DIRECTOR	1.00	Director	$0	$0	$0
DIANE M GAHAFER	DIRECTOR	1.00	Director	$0	$0	$0
DR MARY BETH BOWLING	DIRECTOR	1.00	Director	$0	$0	$0
DR VALERIE F BRIONES-PRYOR	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW W OTT	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS A PERRONE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN D SAUTEL III	DIRECTOR	1.00	Director	$0	$0	$0
CHARLOTTE K STENGEL	DIRECTOR	1.00	Director	$0	$0	$0
CHAD E DOBSON	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH W DOUGHERTY	DIRECTOR	1.00	Director	$0	$0	$0
MARK W RAQUE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER M STINNETT	DIRECTOR	1.00	Director	$0	$0	$0
VERY REV ANTHONY L CHANDLER KCHS	DIRECTOR	1.00	Director	$0	$0	$0
REV SHAYNE R DUVALL	DIRECTOR (TERM BEG 07/23)	1.00	Director	$0	$0	$0
MARY B EWING	DIRECTOR (TERM BEG 07/23)	1.00	Director	$0	$0	$0
JAMES J KIRCHDORFER JR	DIRECTOR (TERM BEG 07/23)	1.00	Director	$0	$0	$0
BRADLEY A SAVKO	DIRECTOR (TERM BEG 07/23)	1.00	Director	$0	$0	$0
VERY REV T MICHAEL TOBIN VF	DIRECTOR (TERM BEG 11/23)	1.00	Director	$0	$0	$0
JAMES A HILLEBRAND	DIRECTOR (TERM BEG 07/23)	1.00	Director	$0	$0	$0
RICHARD A LECHLEITER	PRESIDENT	60.00	Officer	$298,874	$28,153	$327,027
JULIE E BAUM	VICE PRESIDENT	50.00	Officer	$225,321	$23,004	$248,325
GIL A WENTZEL	DIRECTOR OF FINANCE	45.00	Highest	$136,950	$9,587	$146,537
MICHELLE DOHRMAN	DIRECTOR OF TUITION ASSISTANCE	45.00	Highest	$101,387	$14,329	$115,716

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	$11,014,826	$6,906,854	$49,582,194	$4,107,972
2023	$8,348,400	$6,641,243	$40,294,480	$1,707,157
2022	$8,681,774	$6,122,696	$34,954,329	$2,559,078
2021	$11,016,503	$5,227,065	$37,599,863	$5,789,438
2020	$5,607,518	$5,050,627	$25,007,085	$556,891
2019	$5,381,542	$4,957,563	$24,811,687	$423,979

CATHOLIC EDUCATION FOUNDATION INC