CATHOLIC DIOCESE OF PUEBLO FOUNDATION INC (EIN 840797660) - 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

1995

Legal Domicile

Phone

7195449861

Tax Period

2023-07-01 to 2024-06-30

CATHOLIC DIOCESE OF PUEBLO FOUNDATION INC, founded in 1995, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $2.0M exceeded revenue, resulting in a 43% operating deficit.

Mission

IN THE SPIRIT OF HOPE IN THE GOSPEL, AND TO CONTINUE THE WORK OF JESUS CHRIST, THE CATHOLIC DIOCESE OF PUEBLO FOUNDATION PROMOTES CHARITABLE GIVING, MANAGES ENTRUSTED RESOURCES, AND DISBURSES GIFTS THROUGHOUT THE DIOCESE

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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 $1,082,181

Program Service Revenue $0

Investment Income $205,910

Other Revenue $83,762

TOTAL REVENUE $1,371,853

Expense Breakdown

Grants Paid $1,524,340

Salaries & Benefits $0

Fundraising Expenses $161,790

Program Expenses $1,676,032

Other Expenses $431,806

TOTAL EXPENSES $1,956,146

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,371,853	$1,157,371	+0.2%
Expenses	$1,956,146	$642,810	+2.0%
Net Income	$-584,293	$514,561	-2.1%

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

N/A

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

$101,625

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES DIIORIO	Executive Dir.	25.00	Officer	$0	$5,100	$101,625
NANCY LONG	VICE CHAIR	0.50	Officer Director	$0	$0	$0
JAMES KRAMER	MEMBER	0.50	Director	$0	$0	$0
KATHY MENCK	Treasurer	0.50	Officer Director	$0	$0	$0
EDITH ARIAS	MEMBER	0.50	Director	$0	$0	$0
LAURA SOLANO	MEMBER	0.50	Director	$0	$0	$0
GRACE VARLEY	MEMBER	0.50	Director	$0	$0	$0
LOUIS SIMPLEMAN	Chairman	0.50	Officer Director	$0	$0	$0
KAREN HINOJOS	Secretary	0.50	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
2025	No data	No data	No data	No data
2024	$1,371,853	$1,956,146	$7,376,790	$-584,293
2023	$1,157,371	$642,810	$7,354,738	$514,561
2022	$1,259,443	$594,911	$6,391,738	$664,532
2021	$785,767	$633,386	$7,034,136	$152,381
2020	$957,010	$400,820	$5,624,583	$556,190
2019	$342,250	$559,666	$5,218,275	$-217,416

CATHOLIC DIOCESE OF PUEBLO FOUNDATION INC