CATHOLIC CHARITIES (EIN 850110070) - 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

1946

Legal Domicile

Principal Officer

DOLORES NUNEZ

Phone

5057244670

Tax Period

2022-07-01 to 2023-06-30

CATHOLIC CHARITIES, founded in 1946, is a community nonprofit in the Human Services sector that reported $6.5M in total revenue in fiscal year 2022. Revenue decreased 13% compared to the prior year.

Mission

OUR MISSION IS TO PUT FAITH IN ACTION TO IMPROVE THE LIVES OF THOSE IN NEED. WE PROVIDE SERVICES TO PROMOTE SELF-SUFFICIENCY, STRENGTHEN FAMILIES, FIGHT POVERTY AND BUILD COMMUNITY. AS THE LOCAL 501(C)3 AFFILIATE OF CATHOLIC CHARITIES USA, WE REMAIN DEDICATED TO FINDING SOLUTIONS TO SOME OF THE MOST PRESSING SOCIAL CHALLENGES INDIVIDUALS, CHILDREN AND FAMILIES FACE REGARDLESS OF RACE, RELIGION, COLOR, COUNTRY OF ORIGIN, DISABILITIES, AGE OR SEXUAL ORIENTATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $5,412,950

Program Service Revenue $604,456

Investment Income $61,464

Other Revenue $372,683

TOTAL REVENUE $6,451,553

Expense Breakdown

Grants Paid $1,468,683

Salaries & Benefits $3,597,208

Fundraising Expenses $309,738

Program Expenses $5,288,450

Other Expenses $1,561,148

TOTAL EXPENSES $6,627,039

Year-over-Year Comparison

	2022	2021	Change
Revenue	$6,451,553	$7,436,771	-0.1%
Expenses	$6,627,039	$5,606,361	+0.2%
Net Income	$-175,486	$1,830,410	-1.1%

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

119

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

$213,434

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES ORTIZ	CHAIR	2.00	Officer Director	$0	$0	$0
HENRY NARVAEZ	VICE CHAIR	2.00	Officer Director	$0	$0	$0
LISA TRUJILLO	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID ROYBAL	TREASURER	2.00	Officer Director	$0	$0	$0
GUY BERGER	CHAIR EMERIT	2.00	Officer Director	$0	$0	$0
CHARLES ARCHULETA	GOVERNANCE C	2.00	Officer Director	$0	$0	$0
ALMA FLOR GONZALEZ-EDWARDS	DEVELOPMENT	2.00	Officer Director	$0	$0	$0
ALAN WEITZEL	DIRECTOR	1.00	Director	$0	$0	$0
ALLISON KOZELISKI	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS KELEHER	DIRECTOR	1.00	Director	$0	$0	$0
JERRY SAIS	DIRECTOR	1.00	Director	$0	$0	$0
MARY ROSE TWOHIG	DIRECTOR	1.00	Director	$0	$0	$0
JACK CONRAD	DIRECTOR	1.00	Director	$0	$0	$0
PAT SCHROEDER	DIRECTOR	1.00	Director	$0	$0	$0
DON KAWAL	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER MCKEE COFFIN	DIRECTOR	1.00	Director	$0	$0	$0
LANELL ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
VANESSA VILLALOBOS	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA GALLEGOS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN C WESTER	NON-VOTING M	1.00	Director	$0	$0	$0
ANDREW PAVLAK	NON-VOTING M	1.00	Director	$0	$0	$0
DOLORES NUNEZ	CHIEF EXEC.	40.00	Officer	$112,486	$5,505	$117,991
CHRISTINE REEDERS	CHIEF FIN. O	40.00	Officer	$86,083	$9,360	$95,443

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	No data	No data	No data	No data
2023	$6,451,553	$6,627,039	$11,883,463	$-175,486
2022	$7,436,771	$5,606,361	$13,124,804	$1,830,410
2021	$6,536,585	$6,229,718	$11,119,652	$306,867
2020	$5,617,881	$5,202,850	$10,842,084	$415,031
2019	$5,525,269	$5,123,621	$7,416,607	$401,648
2018	$4,801,375	$4,852,590	$7,535,454	$-51,215

CATHOLIC CHARITIES