CATHOLIC EDUCATION OPPORTUNITIES FOUNDATION INC (EIN 830910844) - 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

2018

Legal Domicile

Principal Officer

KIMBERLY THOMPSON

Phone

8593039555

Tax Period

2025-01-01 to 2025-12-31

CATHOLIC EDUCATION OPPORTUNITIES FOUNDATION INC, founded in 2018, is a small nonprofit in the Religion sector that reported $515K in total revenue in fiscal year 2025. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $301K, a strong 58% operating margin.

Mission

RAISING FUNDS FOR TUITION ASSISTANCE FOR STUDENTS ATTENDING K-8 CATHOLIC SCHOOLS IN CENTRAL AND EASTERN KENTUCKY COUNTIES ENCOMPASSED BY THE CATHOLIC DIOCESE OF LEXINGTON.

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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 (2025)

Revenue Breakdown

Contributions & Grants $342,579

Program Service Revenue $7,500

Investment Income $45,373

Other Revenue $119,818

TOTAL REVENUE $515,270

Expense Breakdown

Grants Paid $70,772

Salaries & Benefits $92,137

Fundraising Expenses $62,780

Program Expenses $79,985

Other Expenses $51,668

TOTAL EXPENSES $214,577

Year-over-Year Comparison

	2025	2024	Change
Revenue	$515,270	$456,317	+0.1%
Expenses	$214,577	$182,884	+0.2%
Net Income	$300,693	$273,433	+0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BOWLING	BOARD MEMBER	N/A	Director	$0	$0	$0
WILLIAM HOSKINS	PRESIDENT	N/A	Officer Director	$0	$0	$0
DONALD LLOYD	BOARD MEMBER	N/A	Director	$0	$0	$0
BETH MCNULTY	BOARD MEMBER	N/A	Director	$0	$0	$0
DANIEL NOLL	SECRETARY	N/A	Officer Director	$0	$0	$0
CAROL STELTENKAMP	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JOHN STEWART	BOARD MEMBER	N/A	Director	$0	$0	$0
JOHN STOWE	BOARD MEMBER	N/A	Director	$0	$0	$0
JULIA TAYLOR	BOARD MEMBER	N/A	Director	$0	$0	$0
DANIEL BORK	TREASURER	N/A	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	$515,270	$214,577	$2,176,474	$300,693
2024	$456,317	$182,884	$1,600,462	$273,433
2023	$325,341	$158,231	$1,185,552	$167,110
2022	$528,057	$145,574	$874,345	$382,483
2021	$492,374	$126,169	$594,842	$366,205
2020	$314,631	$136,364	$308,585	$178,267

CATHOLIC EDUCATION OPPORTUNITIES FOUNDATION INC