CATHOLIC CHARITIES DIOCESE OF FORT… - 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

1971

Legal Domicile

Principal Officer

Michael Iglio

Phone

8175340814

Tax Period

2023-01-01 to 2023-12-31

CATHOLIC CHARITIES DIOCESE OF FORT WORTH, founded in 1971, is a major nonprofit in the Human Services sector that reported $289.0M in total revenue in fiscal year 2023. Revenue surged 106% from the prior year, signaling strong growth momentum.

Mission

To provide services to those in need, to advocate compassion and justice in the structures of society, and to call all people of good will to do the same. Our vision is ending poverty, one family at a time.

Program Service Accomplishments

Program 1

Expenses: $239,183,448 Revenue: $239,183,331

TEXAS OFFICE FOR REFUGEES - Catholic Charities has served as leader of the North Texas Region since 2017, coordinating the activities of all sub-recipients in the region that provide services to...

TEXAS OFFICE FOR REFUGEES - Catholic Charities has served as leader of the North Texas Region since 2017, coordinating the activities of all sub-recipients in the region that provide services to refugees, and disbursing funding from the Office of Refugee Resettlement (ORR) of the U.S. Department of Health and Human Services to our sub-recipients. During 2021, Catholic Charities was selected to serve as the leader for the entire state of Texas, coordinating the activities of all sub-recipients in the state that provide services to refugees, and dispensing funding from ORR. Ther Texas Office for Refugees began transitioning into its expanded role during the Fall of 2021 and was fully operational in 2022 and 2023.

Program 2

Expenses: $25,919,893 Revenue: $26,361,711

REFUGEE SERVICES - Provides short-term assistance to eligible new arrivals, as well as case management services, cultural orientation, English as a Foreign Language classes, job readiness and...

REFUGEE SERVICES - Provides short-term assistance to eligible new arrivals, as well as case management services, cultural orientation, English as a Foreign Language classes, job readiness and employment services. All these services are designed to facilitate refugees' successful transition in the U.S. and help them to attain self-sufficiency.

Program 3

Expenses: $4,563,184 Revenue: $2,098,359

FINANCIAL STABILIZATION SERVICES - These programs provide compassionate services by performing an initial needs assessment of a client and linking them to the appropriate Catholic Charities program or other community resources. Some activities include intensive case management, which addresses the needs of the whole person, not based off of funding parameters but by working to build and grow the strengths of each individual. Emergency rental, utility, and other assistance are available to Tarrant County residents and residents of surrounding counties in the Diocese. Disaster response services are also included, which equip staff to respond to and assist in disaster response situations, such as our responses with COVID-19 and weather-related disasters.

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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 $282,131,159

Program Service Revenue $3,573,347

Investment Income $33,540

Other Revenue $3,290,709

TOTAL REVENUE $289,028,755

Expense Breakdown

Grants Paid $216,570,552

Salaries & Benefits $21,790,370

Fundraising Expenses $1,926,231

Program Expenses $278,568,459

Other Expenses $46,323,790

TOTAL EXPENSES $284,684,712

Year-over-Year Comparison

	2023	2022	Change
Revenue	$289,028,755	$140,238,602	+1.1%
Expenses	$284,684,712	$146,829,382	+0.9%
Net Income	$4,344,043	$-6,590,780	-1.7%

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

420

Volunteers

438

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

$795,584

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Iglio	President/CEO (partial year)	40	Officer	$214,754	$31,571	$246,325
Christopher Plumlee	Former President/CEO	0		$196,667	$0	$196,667
Josh Audi	VP Administration/CFO	40	Officer	$162,074	$18,288	$180,362
Kristy Brown	Director of Advancement	40	Highest	$129,076	$19,207	$148,283
Ronna Huckaby	Chief Services Officer (partial year)	40	Officer	$129,901	$13,927	$143,828
Jeff Demers	Director of TXOR	40	Highest	$110,046	$23,357	$133,403
Ramona A Taylor	Dentist	40	Highest	$106,827	$23,217	$130,044
Michael Reilly	Director of Social Enterprises	40	Highest	$109,006	$17,888	$126,894
Fr Anthony Chandler	President/CEO (partial year)	40	Officer	$120,428	$3,483	$123,911
Susan Vinson	Director	40	Highest	$108,499	$13,056	$121,555
Peter Hicks	Chief Operating Officer (partial year)	40	Officer	$89,061	$12,097	$101,158
Deb McNamara	Past Board Chair	2	Officer Director	$0	$0	$0
Butch Bercher	Secretary	2	Officer Director	$0	$0	$0
Caroline Cooley	Treasurer & Finance Committee Chair	2	Officer Director	$0	$0	$0
Aaron Munoz	Board Member	2	Director	$0	$0	$0
Al Lobo	Board Member	2	Director	$0	$0	$0
Austin Barr	Board Member	2	Director	$0	$0	$0
Barbara Merkle	Board Member	2	Director	$0	$0	$0
Beth Kwasney	Vice Chair	2	Officer Director	$0	$0	$0
Breda Shelton	Board Member	2	Director	$0	$0	$0
Fr Jack McKone	Board Member	2	Director	$0	$0	$0
James Meintjes	Board Member	2	Director	$0	$0	$0
Jane Schoomaker	Board Member (partial year)	2	Director	$0	$0	$0
Mari Gonzalez	Board Member	2	Director	$0	$0	$0
Melissa Rankin	Board Member	2	Director	$0	$0	$0
Pat Svacina	Board Member	2	Director	$0	$0	$0
Steve McCans	Board Member	2	Director	$0	$0	$0
Sunnie Sellers	Board Member	2	Officer Director	$0	$0	$0
Victoria Nelson	Board Member	2	Director	$0	$0	$0
Allison Rix	Board Chair	2	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
2024	No data	No data	No data	No data
2023	$289,028,755	$284,684,712	$73,149,988	$4,344,043
2022	$140,238,602	$146,829,382	$53,487,094	$-6,590,780
2021	$43,321,503	$34,243,570	$39,658,152	$9,077,933
2020	$32,415,025	$34,601,401	$33,220,571	$-2,186,376
2019	$31,715,048	$35,704,648	$31,536,422	$-3,989,600
2018	$31,190,455	$35,201,636	$35,736,629	$-4,011,181

CATHOLIC CHARITIES DIOCESE OF FORT WORTH