CATHOLIC CHARITIES OF IDAHO

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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 STRENGTHENS FAMILIES AND INDIVIDUALS AND ENGAGES THE COMMUNITY TO BREAK THE CYCLE OF POVERTY.

Program Service Accomplishments

Program 1

Expenses: $498,924

PATHWAYS: THIS PORTFOLIO OF CCI SERVICES INCLUDES INTENSIVE CASE AND CRISIS MANAGEMENT SUPPORT FOR FAMILIES IN NEED; ADULT EDUCATION SERVICES (PARENTING EDUCATION AND CITIZENSHIP EDUCATION...

PATHWAYS: THIS PORTFOLIO OF CCI SERVICES INCLUDES INTENSIVE CASE AND CRISIS MANAGEMENT SUPPORT FOR FAMILIES IN NEED; ADULT EDUCATION SERVICES (PARENTING EDUCATION AND CITIZENSHIP EDUCATION INSTRUCTION), FINANCIAL WELLNESS SERVICES (FINANCIAL LITERACY INSTRUCTION AND FINANCIAL COACHING SUPPORT), COMMUNITY LINKAGE AND REFERRAL SERVICES, REFUGEE RESETTLEMENT SERVICES, AND MENTORING SERVICES FOR AT-RISK YOUTH AGES 9-17.

Program 2

Expenses: $363,707 Revenue: $138,776

IMMIGRATION SERVICES: CCI IS A DEPARTMENT OF JUSTICE (DOJ) NON-PROFIT ORGANIZATION IN IDAHO PROVIDING LOW COST IMMIGRATION LEGAL SERVICES TO INDIVIDUALS ELIGIBLE FOR VARIOUS FORMS OF IMMIGRATION...

IMMIGRATION SERVICES: CCI IS A DEPARTMENT OF JUSTICE (DOJ) NON-PROFIT ORGANIZATION IN IDAHO PROVIDING LOW COST IMMIGRATION LEGAL SERVICES TO INDIVIDUALS ELIGIBLE FOR VARIOUS FORMS OF IMMIGRATION STATUS OR TO BECOME CITIZENS. CCI PROVIDES LEGAL CONSULTATIONS & ASSISTANCE REGARDING MOST IMMIGRATION MATTERS INCLUDING CITIZENSHIP, FAMILY PETITIONS, DACA, ADJUSTMENT OF STATUS AND APPLICATIONS FOR VICTIMS OF CERTAIN QUALIFYING CRIMES (SUCH AS DOMESTIC VIOLENCE).

Program 3

Expenses: $268,209 Revenue: $89,151

COUNSELING SERVICES: COUNSELING SERVICES ADDRESS EMOTIONAL AND BEHAVIORAL DIFFICULTIES THAT CAN NEGATIVELY IMPACT PEOPLE'S LIVES. COUNSELING IS AVAILABLE FOR ADULTS AND CHILDREN IN A VARIETY OF FORMS - INDIVIDUAL, FAMILY, COUPLE, OR GROUP SESSIONS EDUCATION SERVICES ARE PREVENTION ORIENTED AND PROVIDED IN THE COMMUNITY TO HELP FAMILIES AND INDIVIDUALS OF ALL AGE

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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