CATHOLIC CHARITIES FOUNDATION OF THE DIOCESE OF VENICE INC (EIN 650889322) - 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

1998

Legal Domicile

Principal Officer

CHRIS M ROOT

Phone

9414849543

Tax Period

2023-07-01 to 2024-06-30

CATHOLIC CHARITIES FOUNDATION OF THE DIOCESE OF VENICE INC, founded in 1998, is a small nonprofit that reported $754K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. Net assets of $15.8M represent 251 months of operating reserves.

Mission

TO SOLICIT, MAINTAIN, AND DEVELOP FUNDS TO BE USED FOR THE MISSION OF CATHOLIC CHARITIES OF THE DIOCESE OF VENICE, INC.

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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 $335,235

Program Service Revenue $0

Investment Income $418,459

Other Revenue $0

TOTAL REVENUE $753,694

Expense Breakdown

Grants Paid $740,540

Salaries & Benefits $0

Fundraising Expenses $14,206

Program Expenses $740,540

Other Expenses $85,750

TOTAL EXPENSES $826,290

Year-over-Year Comparison

	2023	2022	Change
Revenue	$753,694	$538,446	+0.4%
Expenses	$826,290	$786,915	+0.1%
Net Income	$-72,596	$-248,469	-0.7%

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

$307,630

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR EDUARDO GLORIA	CEO UNTIL 1-26-24	5.00	Officer	$0	$21,537	$177,734
MR ROBERT WILDERMUTH	CFO	5.00	Officer	$0	$18,630	$129,896
MR JONATHAN ANDERSON	DIRECTOR	5.00	Director	$0	$0	$0
MR JAMES CYR	DIRECTOR	5.00	Director	$0	$0	$0
MR BRUCE M ESSEN	DIRECTOR	5.00	Director	$0	$0	$0
MR KEVIN MCKENNEY	DIRECTOR	5.00	Director	$0	$0	$0
MR JEFFREY MCMANUS	DIRECTOR	5.00	Director	$0	$0	$0
MR BILL REILING	DIRECTOR	5.00	Director	$0	$0	$0
MRS KATHLEEN REY	DIRECTOR	5.00	Director	$0	$0	$0
MR ROBERT WEAVER	DIRECTOR	5.00	Director	$0	$0	$0
MRS MARY PAT MCNALLY	CHAIR	5.00	Officer Director	$0	$0	$0
MR ROBERT OXNARD	FOUNDATION DIRECTOR	20.00	Officer	$0	$0	$0
CHRIS M ROOT	CEO	5.00	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	No data	No data	No data	No data
2024	$753,694	$826,290	$15,752,440	$-72,596
2023	$538,446	$786,915	$14,377,561	$-248,469
2022	$725,050	$1,275,122	$13,658,106	$-550,072
2021	$2,337,149	$987,126	$16,643,801	$1,350,023
2020	$2,570,473	$536,762	$13,315,884	$2,033,711
2019	$5,132,995	$292,087	$11,370,429	$4,840,908
2018	$769,059	$440,873	$6,374,602	$328,186

CATHOLIC CHARITIES FOUNDATION OF THE DIOCESE OF VENICE INC