CATHERINE PROJECT INC (EIN 871914842) - 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

2021

Legal Domicile

Principal Officer

Jordan Poyner

Phone

4438080881

Tax Period

2024-07-01 to 2025-06-30

CATHERINE PROJECT INC, founded in 2021, is a small nonprofit in the Education sector that reported $399K in total revenue in fiscal year 2024. The organization ran a surplus of $142K, a strong 36% operating margin.

Mission

To provide substantive, high-quality person-to-person teaching to individuals 16 years or older, without fixed cost; to promote and support independent and student-directed learning.

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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 (2024)

Revenue Breakdown

Contributions & Grants $399,440

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $399,440

Expense Breakdown

Grants Paid $0

Salaries & Benefits $162,513

Fundraising Expenses $21,266

Program Expenses $205,356

Other Expenses $94,464

TOTAL EXPENSES $256,977

Year-over-Year Comparison

	2024	2023	Change
Revenue	$399,440	$399,440	N/A
Expenses	$256,977	$256,978	0.0%
Net Income	$142,463	$142,462	+0.0%

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

149

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

Total Directors

Key Employees

$145,478

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jordan Poyner	Executive Director	40	Key Emp	$62,917	$16,709	$79,626
Aschely Cone	Associate Director	40	Key Emp	$62,917	$2,935	$65,852
Ann Folan	Treasurer	1	Director	$0	$0	$0
Zena Hitz	President	5	Director	$0	$0	$0
Kreigh Knerr	Officer	1	Director	$0	$0	$0
Thomas W Merrill	Officer	1	Director	$0	$0	$0
Roosevelt Montas	Officer	1	Director	$0	$0	$0
Maca Olsen	Secretary	1	Director	$0	$0	$0
Mary Peterson	Officer	1	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	$399,440	$256,977	$359,890	$142,463
2025	$399,440	$256,977	$359,890	$142,463
2025	No data	No data	No data	No data
2024	$247,325	$159,799	$215,864	$87,526

CATHERINE PROJECT INC