Daughters of Charity Foundation (EIN 770047181) - 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

1984

Legal Domicile

Phone

2134847333

Tax Period

2023-07-01 to 2024-06-30

Daughters of Charity Foundation, founded in 1984, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $15.3M in total revenue in fiscal year 2023. Expenses of $30.4M exceeded revenue, resulting in a 98% operating deficit.

Mission

Daughters of Charity Foundation the Foundation, funds various health, welfare, educational, and religious activities of the ministries of the Daughters of Charity, Province of the West, and internationally.

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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 $1,062,324

Program Service Revenue $0

Investment Income $8,900,807

Other Revenue $5,379,071

TOTAL REVENUE $15,342,202

Expense Breakdown

Grants Paid $22,174,987

Salaries & Benefits $1,547,226

Fundraising Expenses $0

Program Expenses $29,805,459

Other Expenses $6,710,803

TOTAL EXPENSES $30,433,016

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,342,202	$14,219,119	+0.1%
Expenses	$30,433,016	$31,959,785	0.0%
Net Income	$-15,090,814	$-17,740,666	-0.1%

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

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

$228,688

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Liz Sandoval	CFO	040.00	Officer	$183,016	$45,672	$228,688
Patricia Toscano	Chief Administrative Officer	040.00	Highest	$174,418	$45,428	$219,846
Kevin Cavanaugh	Director, Graduate Support	040.00	Highest	$157,772	$46,100	$203,872
Sean Hernandez	Chief Technology Officer	040.00	Highest	$137,645	$16,453	$154,098
Maria Lourdes Rico	Chief Operating Officer	040.00	Highest	$124,144	$12,182	$136,326
Mary Elizabeth O'Brien	Director	001.00	Director	$0	$0	$0
Elena Caruso	Director	001.00	Director	$0	$0	$0
Sister Arthur Gordon DC	Director	001.00	Director	$0	$0	$0
Janet Ruggiero	Director	001.00	Director	$0	$0	$0
Kathy Kozai	Director	001.00	Director	$0	$0	$0
Mary Elizabeth Gallo	Director	001.00	Director	$0	$0	$0
Sylvia Balbona	Director	001.00	Director	$0	$0	$0
Sister Marjory Ann Baez DC	Chair	001.00	Director	$0	$0	$0
Janet W Abbott	Vice Chair	001.00	Director	$0	$0	$0
Sister Joyce Weller DC	Chief Executive Officer	040.00	Officer Director	$0	$0	$0
Trish Baesemann	Secretary	001.00	Director	$0	$0	$0
Alma Arredondo	Director	001.00	Director	$0	$0	$0
Sister Chris Maggi DC	Director	001.00	Director	$0	$0	$0
Mary Gallo	Director	001.00	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	No data	No data	No data	No data
2024	$15,342,202	$30,433,016	$324,097,768	$-15,090,814
2023	$14,219,119	$31,959,785	$378,934,423	$-17,740,666
2022	$29,318,617	$29,655,592	$394,176,739	$-336,975
2021	$21,458,667	$27,899,628	$457,947,598	$-6,440,961
2020	$13,630,527	$30,706,396	$350,323,436	$-17,075,869
2019	$20,304,910	$30,916,465	$363,194,381	$-10,611,555
2018	$17,908,661	$32,664,356	$381,048,930	$-14,755,695

Daughters of Charity Foundation