Catherine of Siena Institute Inc (EIN 821542905) - 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

2017

Legal Domicile

Principal Officer

Sherry Weddell

Phone

7192395600

Tax Period

2023-01-01 to 2023-12-31

Catherine of Siena Institute Inc, founded in 2017, is a small nonprofit in the Religion sector that reported $469K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $408K left a modest 13% surplus.

Mission

Equipping Catholic parishes and dioceses to become centers of evangelization and formation, charism (spiritual gift) and vocational discernment, and on-going apostolic support.

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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 $13,181

Program Service Revenue $223,377

Investment Income $0

Other Revenue $232,730

TOTAL REVENUE $469,288

Expense Breakdown

Grants Paid $0

Salaries & Benefits $259,655

Fundraising Expenses $0

Program Expenses $351,022

Other Expenses $148,511

TOTAL EXPENSES $408,166

Year-over-Year Comparison

	2023	2022	Change
Revenue	$469,288	$569,869	-0.2%
Expenses	$408,166	$361,582	+0.1%
Net Income	$61,122	$208,287	-0.7%

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

$107,000

Total Directors

$107,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sherry Weddell	Executive Director	4.0	Officer Director	$65,000	$0	$65,000
Katherine Coolidge	Vice-President	4.0	Officer Director	$42,000	$0	$42,000
Michael Coolidge	Board Member	0.0	Director	$0	$0	$0
Michael Fones	Board Member	0.5	Director	$0	$0	$0
Michael Sweeney	Board Member	0.0	Director	$0	$0	$0
Beverly Garza	Secretary	1.0	Officer 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	No data	No data	No data	No data
2023	$469,288	$408,166	$827,709	$61,122
2022	$569,869	$361,582	$744,660	$208,287
2022	$569,869	$361,582	$744,660	$208,287
2021	$383,703	$400,538	$592,999	$-16,835

Catherine of Siena Institute Inc