CARITAS SOUTH AFRICA FUND

EIN: 872609076 501(c)(3) Religion

PHOENIX, AZ

Total Revenue
$727,102
Total Expenses
$651,647
Total Assets
$777,184
Net Assets
$777,184
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Financial Trends

Organization Details

Formation Year
2021
Legal Domicile
AZ
Principal Officer
FRITZ ZUGER
Phone
6024413136
Tax Period
2025-01-01 to 2025-12-31

CARITAS SOUTH AFRICA FUND, founded in 2021, is a small nonprofit in the Religion sector that reported $727K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $652K left a modest 10% surplus.

Mission

CARITAS SOUTH AFRICA FUND, A DELAWARE NONPROFIT NONSTOCK CORPORATION, WAS FORMED TO OPERATE FOR, BENEFIT AND SUPPORT CARITAS SOUTH AFRICA THE NON-PROFIT AGENCY OF THE SOUTH AFRICAN CATHOLIC BISHOPS CONFERENCE THAT ENGAGES IN ACTIVITIES IN ACTIVITIES IN RELIEF OF POOR. THE ORGANIZATION WILL ACCOMPLISH ITS MISSION BY PROVIDING FINANCIAL SUPPORT TO CARITAS SA, WHICH IS A NON-PROFIT ORGANIZATION FORMED UNDER THE SOUTH AFRICAN NPO ACT OF 1997, AND IS A CATHOLIC ORGANIZATION AS SET FORTH IN ITS CONSTITUTION DATE AUGUST 6, 2019. SPECIFICALLY, CARITAS SA IS AN OFFICIAL ORGANIZATION OF THE SOUTHERN AFRICAN BISHOPS' CONFERENCE, AND WAS CREATED TO PROMOTE THE SOCIO-PASTORAL MISSION OF THE CATHOLIC CHURCH AND TO PROVIDE CARE AND SUPPORT FOR THE VULNERABLE AND THOSE IN NEED. THE PROGRAMS OF CARITAS SA INCLUDE THE FOLLOWING: PROMOTING ACTION FOR COMMUNITY CARE AND EMPOWERMENT, EARLY CHILDHOOD DEVELOPMENT, ECONOMIC STRENGTHENING, FOOD SECURITY AND SUSTAINABLE LIVELIHOODS, AND AID TO THE PERSECUTED.

Program Service Accomplishments

Program 1
Expenses: $281,711 Revenue: $0

Holy Cross Home Suiderberg Solar Project: Holy Cross Home is a residential frail care center located in Suiderberg, Pretoria, South Africa. It is owned and managed by the Holy Cross Sisters and...

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Holy Cross Home Suiderberg Solar Project: Holy Cross Home is a residential frail care center located in Suiderberg, Pretoria, South Africa. It is owned and managed by the Holy Cross Sisters and caters to all racial groups and denominations. The home provides 24-hour nursing care for frail and elderly individuals, focusing on a holistic approach that respects and promotes life from inception to death. Holy Cross Home caters for 85 frail and elderly individuals the majority of which require 24 hour care. Holy Cross Home relies primarily on donor funding, and it cares for the most vulnerable and disadvantaged in the community. The Holy Cross Sisters are committed to the provision quality, basic and specialized nursing care, respecting, protecting and promoting life from inception to death. They uphold the dignity of every person and stand in solidarity with the disadvantaged. The Holy Cross Home is one of the few remaining catholic homes run by sisters. The introduction of solar at Holy Cross Home was undertaken to ensure the ongoing supply of electricity which in South Africa has proved difficult due to load shedding and to ensure the future sustainability of the Home.

Program 2
Expenses: $62,846 Revenue: $0

Diocese of Manzini Good Shepherd Catholic Hospital Ambulance: Good Shepherd Hospital is a 224-bed hospital run by the Catholic Diocese of Manzini in partnership with the eSwatini Government. The...

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Diocese of Manzini Good Shepherd Catholic Hospital Ambulance: Good Shepherd Hospital is a 224-bed hospital run by the Catholic Diocese of Manzini in partnership with the eSwatini Government. The Diocese of Manzini, based in eSwatini, is part of the Southern African Catholic Bishops' Conference. In 1949 the Catholic Church in Eswatini officially established the Good Shepherd Catholic Hospital , following its mandate to human nature as commanded by the Lord Jesus Christ in John 10:10 that all mankind should live life in abundance. The land and buildings where the Hospital is situated are wholly owned by the Roman Catholic Church, and the Hospital is directed by a Governing Board. In the beginning, the Hospital comprised of two rondavels and a staff compliment of three - namely one Medical Officer and two Nursing Mantellata Sisters, which was adequate to meet the needs of the community at that time. Government Subvention was first received in 1977 to enable effectiveness and efficiency in the management of the hospital. In 1978 the hospital was upgraded and completed in 1981. It was officially opened by Dr. Samuel Hynd, who was the Minister for Health at the time. In 1985 it was localized. The hospital has been declared a Regional hospital and has since expanded its services and programs to respond to current community needs. It currently serves a population of 207 731 in the Lubombo Region. This population is one of the poorest and hard hit by the HIV/AIDS scourge in the country, thus most of the patients are admitted into the hospital. The hospital is responsible for providing health care to around 201,000 people in the Lubombo region and beyond. Good Shepherd Hospital is the referral hospital for the sugar plantation company hospitals throughout the region. The hospital oversees the running of 22 rural clinics around Lubombo. Given the distances that are required to be travelled funding was requested for the purchase of an ambulance which is greatly needed. The hospital currently serves a large, mainly poor, rural population. eSwatini is classified as a lower-middle-income nation, with approximately 63 percent of the population living below the poverty line.

Program 3
Expenses: $42,737 Revenue: $0

Catholic Institute of Education (CIE) Mental Health Program: The Mental Health project was introduced in 2023 in partnership with the Regional Psychosocial Support Initiative (REPSSI) as a response...

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Catholic Institute of Education (CIE) Mental Health Program: The Mental Health project was introduced in 2023 in partnership with the Regional Psychosocial Support Initiative (REPSSI) as a response to teachers and learners in Catholic schools asking for a mental health intervention. The purpose of the project was to provide teachers and learners in selected schools in the North West, Limpopo and Free State, with the knowledge and skills to better support their mental health and psycho/social well-being and to identify learners needing to be referred to mental health professionals. In 2025 the CIE mental health team decided to use trauma-informed care as the framework for the mental health program. A trauma-informed approach to mental health is a way of providing care that acknowledges the impact of trauma on people. It aims to prevent re-traumatization and is based on the understanding that trauma can affect people's biological, psychological and neurological development.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $725,345
Program Service Revenue $0
Investment Income $1,757
Other Revenue $0
TOTAL REVENUE $727,102

Expense Breakdown

Grants Paid $650,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $650,000
Other Expenses $1,647
TOTAL EXPENSES $651,647

Year-over-Year Comparison

2025 2024 Change
Revenue $727,102 $662,209 +0.1%
Expenses $651,647 $7,139 +90.3%
Net Income $75,455 $655,070 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
3
Independent Members
3
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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
HUGH PATRICK O'CONNOR DIRECTOR, PRESIDENT 2
Officer Director
$0 $0 $0
DOMINICA MHIZE DIRECTOR, TREASURER 2
Officer Director
$0 $0 $0
FRITZ ZUGER DIRECTOR, SECRETARY 2
Officer 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 $727,102 $651,647 $777,184 $75,455
2024 $662,209 $7,139 $698,469 $655,070
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