MY CATHOLIC DOCTOR FOUNDATION INC (EIN 834663318) - 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

2019

Legal Domicile

Principal Officer

KATHLEEN BERCHELMANN

Phone

8888228436

Tax Period

2024-01-01 to 2024-12-31

MY CATHOLIC DOCTOR FOUNDATION INC, founded in 2019, is a small nonprofit that reported $911K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $878K left a modest 4% surplus.

Mission

THE MISSION OF MYCATHOLICDOCTOR FOUNDATION (MCDF) IS TO ANSWER THE CALL OF JESUS CHRIST IN LUKE 10:9, WHEN HE SAID, "CURE THE SICK WHO ARE THERE, AND SAY TO THEM, 'THE KINGDOM OF GOD HAS COME NEAR TO YOU.'" WE ARE PRO-LIFE AND PRO- ETERNAL LIFE. WE EVANGELIZE, PRAY, PROMOTE CATHOLIC HEALTHCARE EDUCATION, PROVIDE CHARITY CARE, AND SUPPORT CLINICAL OPERATIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $560,054

Program Service Revenue $242,628

Investment Income $34,033

Other Revenue $74,027

TOTAL REVENUE $910,742

Expense Breakdown

Grants Paid $0

Salaries & Benefits $443,341

Fundraising Expenses $117,630

Program Expenses $601,099

Other Expenses $434,550

TOTAL EXPENSES $877,891

Year-over-Year Comparison

	2024	2023	Change
Revenue	$910,742	$750,560	+0.2%
Expenses	$877,891	$768,323	+0.1%
Net Income	$32,851	$-17,763	-2.8%

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

$94,432

Total Directors

$94,432

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SR MARYSIA WEBER RSM DO MA	CHAIR	3.00	Officer Director	$0	$0	$0
ANNE NOLTE MD	VICE CHAIR	0.50	Officer Director	$0	$0	$0
DAVID WAGNER MBA	TREASURER	0.50	Officer Director	$0	$0	$0
LOUIS BROWN JD	SECRETARY	0.50	Officer Director	$0	$0	$0
KATHLEEN BERCHELMANN MD	PRESIDENT	40.00	Officer Director	$94,432	$0	$94,432
GREG BERCHELMANN	N/A	3.00	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
2024	$910,742	$877,891	$398,208	$32,851
2023	$750,560	$768,323	$365,086	$-17,763
2022	$592,268	$423,239	$282,142	$169,029
2021	$394,533	$249,649	$116,951	$144,884
2020	$92,906	$130,724	$4,280	$-37,818

MY CATHOLIC DOCTOR FOUNDATION INC