CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND (EIN 856664787) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2020

Legal Domicile

Principal Officer

CREATIVE PLANNING TRUST C

Phone

8162214377

Tax Period

2023-01-01 to 2023-12-31

CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND, founded in 2020, is a small nonprofit in the Religion sector that reported $330K in total revenue in fiscal year 2023. Expenses of $600K exceeded revenue, resulting in a 82% operating deficit.

Mission

TO BENEFIT AND SUPPORT THE CATHOLIC CHARITIES OF KANSAS CITY - ST. JOSEPH, INC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $329,935

Other Revenue $0

TOTAL REVENUE $329,935

Expense Breakdown

Grants Paid $569,115

Salaries & Benefits $3,934

Fundraising Expenses $0

Program Expenses $569,115

Other Expenses $26,777

TOTAL EXPENSES $599,826

Year-over-Year Comparison

	2023	2022	Change
Revenue	$329,935	$-26,047	-13.7%
Expenses	$599,826	$632,161	-0.1%
Net Income	$-269,891	$-658,208	-0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$185,735

Total Directors

$185,735

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN NOEL	BENEFICIARY CHIEF EXECUTIV	0.25	Officer Director	$0	$0	$116,291
J VICTOR AMMONS	APPOINTEE OF BENEFICIARY B	0.25	Director	$0	$0	$0
CARLA MILLS	APPOINTEE OF HOUSING ORGAN	0.25	Director	$0	$0	$0
JON DOOLITTLE	ELECTED MEMBER	0.25	Director	$0	$0	$0
PHILIP PASCHANG	ELECTED MEMBER	0.25	Director	$0	$0	$0
REVEREND CHARLES N ROWE STD	ELECTED MEMBER (CLERGY)	0.25	Director	$0	$0	$0
KENDALL BEVERS	BENEFICIARY CHIEF FINANCIA	0.25	Officer Director	$0	$0	$69,444
N/A	CORPORATE TRUSTEE	0.00		$0	$3,934	$3,934

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	No data	No data	No data	No data
2023	$329,935	$599,826	$10,539,509	$-269,891
2022	$-26,047	$632,161	$10,815,769	$-658,208
2021	$540,199	$933,928	$11,478,100	$-393,729
2020	$11,878,085	$6,000	$11,872,085	$11,872,085

CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND