CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND

EIN: 856664787 501(c)(3) Religion

OVERLAND PARK, KS

Total Revenue
$329,935
Total Expenses
$599,826
Total Assets
$10,539,509
Net Assets
$10,539,509
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2020
Legal Domicile
NV
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

THE TRUST IS ORGANIZED AND WILL BE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES AS SET FORTH IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE INCLUDING, FOR THESE PURPOSES, THE MAKING OF DISTRIBUTIONS TO CATHOLIC CHARITIES OF KANSAS CITY-ST. JOSEPH, INC., A MISSOURI BENEVOLENT CORPORATION. IT IS THE INTENT THAT THE TRUST SHALL BE CLASSIFIED AND OPERATED AS A TYPE III SUPPORTING ORGANIZATION.

Program Service Accomplishments

Program 1
Expenses: $569,115

TO BENEFIT AND SUPPORT CATHOLIC CHARITIES OF KANSAS CITY - ST. JOSEPH, INC. AS A TYPE III SUPPORTING ORGANIZATION.

🔒

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%)

Sign In — Free (10 views/day)

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

Sign In

Governance

Voting Members
7
Independent Members
7
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
2
$185,735
Total Directors
7
$185,735
Key Employees
0
$0
Highest Compensated
0
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
Explore More Nonprofits
→Top 100 Nonprofits in Kansas →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND with other nonprofits in Kansas and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.