CLERICAL ENDOWMENT FUND OF THE AUS… - Form 990 Financial Data

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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

1990

Legal Domicile

Principal Officer

EDWARD KARASEK

Phone

2548263705

Tax Period

2025-01-01 to 2025-12-31

CLERICAL ENDOWMENT FUND OF THE AUSTIN DIOCESAN, founded in 1990, is a small nonprofit that reported $358K in total revenue in fiscal year 2025. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $129K, a strong 36% operating margin.

Mission

PROVIDE BUILDING LOANS TO CATHOLIC PARISHES AND FUNDS TO SEMINARIANSIN THE CATHOLIC DIOCESES

Program Service Accomplishments

Program 1

Expenses: $228,229

PROVIDE BUILDING LOANS TO CATHOLIC PARISHES AND FUNDS TO SEMINARIANS IN THE CATHOLIC DIOCESES

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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 (2025)

Revenue Breakdown

Contributions & Grants $161,707

Program Service Revenue $0

Investment Income $196,021

Other Revenue $0

TOTAL REVENUE $357,728

Expense Breakdown

Grants Paid $209,963

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $228,229

Other Expenses $18,266

TOTAL EXPENSES $228,229

Year-over-Year Comparison

	2025	2024	Change
Revenue	$357,728	$239,928	+0.5%
Expenses	$228,229	$195,882	+0.2%
Net Income	$129,499	$44,046	+1.9%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDWARD KARASEK	DIRECTOR	2.00	Officer Director	$0	$0	$0
ROSE CASTILLO	PRESIDENT	2.00	Officer Director	$0	$0	$0
Louise Hajovsky	VICE 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	$357,728	$228,229	$5,021,471	$129,499
2024	$239,928	$195,882	$4,891,972	$44,046
2023	$457,409	$209,977	$4,765,099	$247,432
2022	$280,422	$192,611	$4,517,667	$87,811
2021	$286,668	$182,853	$4,429,856	$103,815
2020	$286,622	$175,595	$4,326,041	$111,027
2019	$307,208	$119,073	$4,136,583	$188,135

CLERICAL ENDOWMENT FUND OF THE AUSTIN DIOCESAN