CATHOLIC CHARITIES HOUSING- MERCY OAKS INC

EIN: 874514818 501(c)(3)

SEMINOLE, FL

Total Revenue
$496,354
Total Expenses
$529,069
Total Assets
$5,710,962
Net Assets
$3,403,860
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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
FL
Principal Officer
JAMES WAYNE
Phone
7278931314
Tax Period
2023-07-01 to 2024-06-30

CATHOLIC CHARITIES HOUSING- MERCY OAKS INC, founded in 2021, is a small nonprofit that reported $496K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Net assets of $3.4M represent 82 months of operating reserves.

Mission

AFFORDABLE HOUSING FOR THE GEOGRAPHIC AREAS SERVED BY THE DIOCESE OF ST PETERSBURG.

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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 (2023)

Revenue Breakdown

Contributions & Grants $238,512
Program Service Revenue $257,842
Investment Income $0
Other Revenue $0
TOTAL REVENUE $496,354

Expense Breakdown

Grants Paid $0
Salaries & Benefits $7,464
Fundraising Expenses $0
Program Expenses $520,189
Other Expenses $521,605
TOTAL EXPENSES $529,069

Year-over-Year Comparison

2023 2022 Change
Revenue $496,354 $450,254 +0.1%
Expenses $529,069 $167,964 +2.1%
Net Income $-32,715 $282,290 -1.1%
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

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Governance

Voting Members
3
Independent Members
1
Employees
N/A
Volunteers
1

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
$255,567
Total Directors
3
$255,567
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MAGGIE ROGERS VICE PRESIDENT 1.00
Officer Director
$0 $27,613 $152,099
JAMES J WAYNE TREASURER 1.00
Officer Director
$0 $16,542 $103,468
REV MSGR ROBERT MORRIS VG PRESIDENT 1.00
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 No data No data No data No data
2024 $496,354 $529,069 $5,710,962 $-32,715
2022 $2,106,035 $56,851 $3,415,286 $2,049,184
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