CATHOLIC EDUCATION PARTNERS FDN

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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

2018

Legal Domicile

Principal Officer

SHAWN M PETERSON

Phone

6512706300

Tax Period

2021-01-01 to 2021-12-31

CATHOLIC EDUCATION PARTNERS FDN, founded in 2018, is a small nonprofit in the Education sector that reported $294K in total revenue in fiscal year 2021. Revenue surged 73% from the prior year, signaling strong growth momentum. The organization ran a surplus of $63K, a strong 21% operating margin.

Mission

TO SERVE THE CATHOLIC COMMUNITY BY ADVANCING PUBLIC POLICY THAT EMPOWERS FAMILIES AND CHILDREN TO ENJOY THE BENEFITS OF A CATHOLIC EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $147,494

EDUCATED STATE LEVEL POLICY MAKERS ON CATHOLIC EDUCATION AND EDUCATION CHOICE ISSUES. HELPED TO BUILD NEW, AND STRENGTHEN EXISTING, STATE LEVEL SCHOOL CHOICE COALITIONS. WORKED WITH OTHER NATIONAL...

EDUCATED STATE LEVEL POLICY MAKERS ON CATHOLIC EDUCATION AND EDUCATION CHOICE ISSUES. HELPED TO BUILD NEW, AND STRENGTHEN EXISTING, STATE LEVEL SCHOOL CHOICE COALITIONS. WORKED WITH OTHER NATIONAL SCHOOL CHOICE AND RELIGIOUS LIBERTY ORGANIZATIONS TO AFFECT NATIONAL AND STATE POLICY INITIATIVES. ASSISTED SEVERAL STATE CATHOLIC CONFERENCES WITH ONGOING AND NEW EFFORTS AROUND STATE EDUCATION AND RELIGIOUS LIBERTY PRACTICES.

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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 (2021)

Revenue Breakdown

Contributions & Grants $294,000

Program Service Revenue $0

Investment Income $67

Other Revenue $0

TOTAL REVENUE $294,067

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,722

Fundraising Expenses $62,380

Program Expenses $147,494

Other Expenses $135,276

TOTAL EXPENSES $230,998

Year-over-Year Comparison

	2021	2020	Change
Revenue	$294,067	$170,113	+0.7%
Expenses	$230,998	$193,499	+0.2%
Net Income	$63,069	$-23,386	-3.7%

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

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

$88,830

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHAWN M PETERSON	EXECUTIVE DI	40.00	Officer	$85,000	$3,830	$88,830
ARCHBISHOP JOSEPH E KURTZ	CHAIRMAN	1.00	Officer Director	$0	$0	$0
ARCHBISHOP GEORGE J LUCAS	VICE-CHAIRMA	1.00	Officer Director	$0	$0	$0
SISTER JOHN MARY FLEMING	SECRETARY	1.00	Officer Director	$0	$0	$0
MR DANIEL S PETERS	TREASURER	1.00	Officer Director	$0	$0	$0
MR JOHN SCHOENIG	BOARD MEMBER	1.00	Director	$0	$0	$0
MS MARY PAT DONOGHUE	BOARD MEMBER	1.00	Director	$0	$0	$0
MR MICHAEL ORTNER	BOARD MEMBER	1.00	Director	$0	$0	$0
BISHOP THOMAS DALY	BOARD MEMBER	1.00	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
2021	$294,067	$230,998	$348,998	$63,069
2020	$170,113	$193,499	$285,929	$-23,386