Friends of Catholic Education (EIN 731508234) - 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

1996

Legal Domicile

Principal Officer

Anne Roberts

Phone

9188772200

Tax Period

2023-01-01 to 2023-12-31

Friends of Catholic Education, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $930K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $618K, a strong 66% operating margin.

Mission

Support Catholic Education

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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 $770,436

Program Service Revenue $0

Investment Income $160,016

Other Revenue $0

TOTAL REVENUE $930,452

Expense Breakdown

Grants Paid $280,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $280,000

Other Expenses $32,319

TOTAL EXPENSES $312,319

Year-over-Year Comparison

	2023	2022	Change
Revenue	$930,452	$1,420,131	-0.3%
Expenses	$312,319	$280,155	+0.1%
Net Income	$618,133	$1,139,976	-0.5%

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

N/A

Independent Members

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Dr Terrance Dolan M D	Trustee	Director	$0	$0	$0
Robert J Sullivan	Trustee	Director	$0	$0	$0
Stephanie Garrett	Trustee	Director	$0	$0	$0
Anne Roberts	Trustee	Director	$0	$0	$0
Rev Msgr Dennis Dorney	Trustee	Director	$0	$0	$0
W Kent Dunbar	Trustee	Director	$0	$0	$0
Ginny Graham	Trustee	Director	$0	$0	$0
Karl Graham	Trustee	Director	$0	$0	$0
Cynthia Outlaw	Trustee	Director	$0	$0	$0
Thomas Perrault	Trustee	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
2024	No data	No data	No data	No data
2023	$930,452	$312,319	$7,146,381	$618,133
2022	$1,420,131	$280,155	$5,834,525	$1,139,976
2021	$1,448,725	$302,403	$5,554,034	$1,146,322
2020	$964,057	$294,827	$3,988,734	$669,230
2019	$512,235	$316,388	$3,027,184	$195,847
2018	$703,416	$348,282	$2,547,790	$355,134

Friends of Catholic Education