CPPS HERITAGE MISSION FUND (EIN 813151773) - 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

2016

Legal Domicile

Principal Officer

BARBARA BROWN

Phone

9377239685

Tax Period

2024-01-01 to 2024-12-31

CPPS HERITAGE MISSION FUND, founded in 2016, is a community nonprofit in the Religion sector that reported $7.0M in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.2M, a strong 60% operating margin.

Mission

ADMINISTER ITS FUNDS IN ORDER TO SUPPORT MINISTERIAL ENDEAVORS AND OTHER CHARITABLE PURPOSES THAT REFLECT THE CHARISM, MISSION, AND VALUES OF THE SISTERS OF THE PRECIOUS BLOOD OF DAYTON, OHIO.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,000,000

Program Service Revenue $0

Investment Income $2,034,500

Other Revenue $0

TOTAL REVENUE $7,034,500

Expense Breakdown

Grants Paid $2,500,000

Salaries & Benefits $87,881

Fundraising Expenses $0

Program Expenses $2,775,318

Other Expenses $243,474

TOTAL EXPENSES $2,831,355

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,034,500	$5,856,886	+0.2%
Expenses	$2,831,355	$2,791,390	+0.0%
Net Income	$4,203,145	$3,065,496	+0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN HOYING	PRESIDENT	5.00	Officer Director	$0	$0	$0
JOYCE LANGHALS	SECRETARY	5.00	Officer Director	$0	$0	$0
MARY LOU ZWIESLER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
BARBARA BROWN	TREASURER	10.00	Officer Director	$0	$0	$0
JOHN CLOUGH	DIRECTOR	5.00	Director	$0	$0	$0
JOHN GRILLIOT	DIRECTOR	5.00	Director	$0	$0	$0
KAREN ELLIOTT	DIRECTOR	5.00	Director	$0	$0	$0
MARTHA BERTKE	DIRECTOR	5.00	Director	$0	$0	$0
KEN MARCELLUS	DIRECTOR	5.00	Director	$0	$0	$0
FLORENCE SEIFERT	DIRECTOR	5.00	Director	$0	$0	$0
TONY ORTIZ	DIRECTOR	5.00	Director	$0	$0	$0
CHARLES WENNING	DIRECTOR	5.00	Director	$0	$0	$0
DON GOETTEMOELLER	DIRECTOR	5.00	Director	$0	$0	$0
NANCY WOLF	DIRECTOR	5.00	Director	$0	$0	$0
KELLY MEYER	DIRECTOR	5.00	Director	$0	$0	$0
JOE GERAGHTY	DIRECTOR	5.00	Director	$0	$0	$0
SONNI BERNARDI	DIRECTOR	5.00	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
2024	$7,034,500	$2,831,355	$26,283,268	$4,203,145
2023	$5,856,886	$2,791,390	$21,793,323	$3,065,496
2022	$5,328,523	$2,779,449	$17,518,915	$2,549,074
2021	$6,205,362	$2,519,875	$17,862,945	$3,685,487
2020	$5,224,180	$2,600,019	$13,442,730	$2,624,161
2019	$5,249,573	$2,603,070	$9,697,759	$2,646,503
2018	$5,084,254	$2,428,862	$6,145,271	$2,655,392

CPPS HERITAGE MISSION FUND