CATHOLIC CHARITIES OF IDAHO (EIN 820524367) - 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

2000

Legal Domicile

Principal Officer

EDDIE TRASK

Phone

2083504780

Tax Period

2023-07-01 to 2024-06-30

CATHOLIC CHARITIES OF IDAHO, founded in 2000, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2023. Net assets of $3.7M represent 30 months of operating reserves.

Mission

CATHOLIC CHARITIES OF IDAHO STREGTHENS FAMILIES AND INDIVIDUALS AND ENGAGES THE COMMUNITY TO BREAK THE CYCLE OF POVERTY.

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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 $1,070,652

Program Service Revenue $227,927

Investment Income $134,187

Other Revenue $53,894

TOTAL REVENUE $1,486,660

Expense Breakdown

Grants Paid $0

Salaries & Benefits $992,651

Fundraising Expenses $190,248

Program Expenses $1,236,062

Other Expenses $630,502

TOTAL EXPENSES $1,623,153

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,486,660	$1,539,996	0.0%
Expenses	$1,623,153	$1,574,471	+0.0%
Net Income	$-136,493	$-34,475	+3.0%

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

$110,395

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIRSTIN HEFFNER	PRESIDENT	1.00	Director	$0	$0	$0
TODD MCCURRY	DIRECTOR	1.00	Director	$0	$0	$0
SYLVIA MEDINA	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY MINNAERT	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTY NEUHOFF	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE OLENICK	DIRECTOR	1.00	Director	$0	$0	$0
OSCAR SANCHEZ	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIAN WELP	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS ALLES	EXECUTIVE DIRECTOR	40.00	Officer	$98,920	$11,475	$110,395
FR GERMAN OSORIO-HERNANDEZ	BOARD CHAIR	1.00	Officer	$0	$0	$0
ANDREA HORTON	SECRETARY	1.00	Officer	$0	$0	$0
JON MORRIS	TREASURER	1.00	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
2025	No data	No data	No data	No data
2024	$1,486,660	$1,623,153	$4,410,345	$-136,493
2023	$1,539,996	$1,574,471	$4,427,107	$-34,475
2022	$2,117,924	$1,691,922	$3,633,843	$426,002
2021	$1,396,952	$1,209,119	$3,787,974	$187,833
2020	$1,220,481	$1,112,840	$3,169,143	$107,641
2019	$1,028,439	$1,096,383	$3,032,960	$-67,944

CATHOLIC CHARITIES OF IDAHO