The Catholic Foundation of Maine (EIN 770612679) - 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

2003

Legal Domicile

Principal Officer

Bishop Robert Deeley JCD

Phone

2077736471

Tax Period

2022-07-01 to 2023-06-30

The Catholic Foundation of Maine, founded in 2003, is a community nonprofit in the Religion sector that reported $3.4M in total revenue in fiscal year 2022. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 51% operating margin.

Mission

To provide opportunities to charitably invest through donations or gifts to endowments.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,897,647

Program Service Revenue $0

Investment Income $519,728

Other Revenue $0

TOTAL REVENUE $3,417,375

Expense Breakdown

Grants Paid $958,700

Salaries & Benefits $205,928

Fundraising Expenses $207,321

Program Expenses $958,700

Other Expenses $498,334

TOTAL EXPENSES $1,662,962

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,417,375	$2,739,012	+0.2%
Expenses	$1,662,962	$1,622,186	+0.0%
Net Income	$1,754,413	$1,116,826	+0.6%

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

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

$403,251

Total Directors

$343,486

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bishop Robert Deeley JCD	President	1.00	Officer Director	$0	$38,497	$85,459
Scott Graff	CFO & Treasurer	1.00	Officer Director	$0	$19,566	$197,438
Msgr Marc B Caron	Director	1.00	Director	$0	$23,203	$60,589
Lori Boulay	Director	1.00	Director	$0	$0	$0
MaryEllen FitzGerald	Director (end 9/2022)	1.00	Director	$0	$0	$0
Michael Malloy	Director (end 6/2023)	1.00	Director	$0	$0	$0
Aaron Morris	Director	1.00	Director	$0	$0	$0
Martha Muldoon	Director	1.00	Director	$0	$0	$0
Anthony Manhart	Chairman	1.00	Officer Director	$0	$0	$0
Nick McCrum	Secretary	1.00	Officer Director	$0	$0	$0
Alex Sharp	Vice Chairman	1.00	Officer Director	$0	$0	$0
Elizabeth Badger	Executive Director	40.00	Officer	$0	$12,956	$120,354

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	No data	No data	No data	No data
2023	$3,417,375	$1,662,962	$37,852,248	$1,754,413
2022	$2,739,012	$1,622,186	$32,450,592	$1,116,826
2021	$5,406,376	$1,664,409	$37,809,317	$3,741,967
2020	$1,368,691	$1,746,328	$29,655,137	$-377,637
2019	$797,089	$1,409,396	$29,258,606	$-612,307
2018	$934,251	$1,528,712	$28,628,385	$-594,461

The Catholic Foundation of Maine