CARITAS SOUTH AFRICA FUND (EIN 872609076) - 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

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 NON-PROFIT NONSTOCK CORPORATION WAS FORMED TO OPERATE FOR, BENEFIT AND SUPPORT CARITAS SOUTH AFRICA, THE NON-PROFIT AGENCY OF THE SOUTH AFRICAN BISHOPS' CONFERENCE THAT ENGAGES IN ACTIVITIES FOR THE POOR.

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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 (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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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

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

Total Directors

Key Employees

Highest Compensated

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

CARITAS SOUTH AFRICA FUND