CATALYST TRUST OF INDIANA (EIN 842380618) - 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

KRISTEN M LEWIS

Phone

4042520100

Tax Period

2025-01-01 to 2025-12-31

CATALYST TRUST OF INDIANA, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $951K in total revenue in fiscal year 2025. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $582K, a strong 61% operating margin.

Mission

TO CREATE A FLEXIBLE GIVE-GROW-GRANT ENTITY FOR MAKING LOCAL MISSIONAL INVESTMENTS TO FUND AND FACILITATE TRANSFORMATIVE COMMUNITY VENTURES.

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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 $940,395

Program Service Revenue $0

Investment Income $10,767

Other Revenue $0

TOTAL REVENUE $951,162

Expense Breakdown

Grants Paid $369,235

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $369,235

Other Expenses $287

TOTAL EXPENSES $369,522

Year-over-Year Comparison

	2025	2024	Change
Revenue	$951,162	$696,488	+0.4%
Expenses	$369,522	$37,275	+8.9%
Net Income	$581,640	$659,213	-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

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

$220,291

Total Directors

$220,291

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KYLE DEFUR	TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN M LEWIS	TRUSTEE/SECRETARY	1.00	Officer Director	$0	$23,214	$220,291
GREG JAMES	CEO/TRUSTEE	1.00	Officer Director	$0	$0	$0
LAYNE HOEKEMA	TRUSTEE	1.00	Director	$0	$0	$0
JAMES JAY	TRUSTEE	1.00	Director	$0	$0	$0
CARL CHAPMAN	TRUSTEE	1.00	Director	$0	$0	$0
ERIK COOPER	TRUSTEE	1.00	Director	$0	$0	$0
JEANNE MCMAINS	FORMER TRUSTEE	0.00		$0	$41,518	$391,411
DANA E RING	FORMER TRUSTEE	0.00		$0	$10,140	$179,009

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	$951,162	$369,522	$2,120,660	$581,640
2024	$696,488	$37,275	$1,553,679	$659,213
2023	$336,682	$55,922	$876,873	$280,760
2022	$30,186	$57,694	$595,256	$-27,508
2021	$74,712	$23,621	$616,792	$51,091
2020	$244,135	$25,898	$567,201	$218,237

CATALYST TRUST OF INDIANA