Catholic Community Foundation of West Central and Southwest Ohio

EIN: 920539204 501(c)(3) Philanthropy & Grantmaking

Cincinnati, OH

Total Revenue
$345,603
Total Expenses
$148,519
Total Assets
$424,988
Net Assets
$374,585
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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
2022
Legal Domicile
OH
Principal Officer
Michael Newton
Phone
5134857175
Tax Period
2024-07-01 to 2025-06-30

Catholic Community Foundation of West Central and Southwest Ohio, founded in 2022, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $346K in total revenue in fiscal year 2024. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $197K, a strong 57% operating margin.

Mission

for the organization's mission.To inspire faith-filled generosity for the long-term financial support of Catholic parishes, schools, ministries, and non-profit organizations in the West Central and Southwest Ohio.

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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 (2024)

Revenue Breakdown

Contributions & Grants $342,791
Program Service Revenue $479
Investment Income $2,333
Other Revenue $0
TOTAL REVENUE $345,603

Expense Breakdown

Grants Paid $0
Salaries & Benefits $10,000
Fundraising Expenses $2,999
Program Expenses $70,110
Other Expenses $138,519
TOTAL EXPENSES $148,519

Year-over-Year Comparison

2024 2023 Change
Revenue $345,603 $181,000 +0.9%
Expenses $148,519 $3,499 +41.4%
Net Income $197,084 $177,501 +0.1%
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
12
Independent Members
12
Employees
N/A
Volunteers
13

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
6
$10,000
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Marc Dizard Director 1.00
Director
$0 $0 $0
Ken Stecher Chair 1.00
Officer Director
$0 $0 $0
Chris Meyer Vice Chair 1.00
Officer Director
$0 $0 $0
George Loney Treasurer 1.00
Officer Director
$0 $0 $0
Tom Gruber Director 1.00
Director
$0 $0 $0
Denise Kuprionis Director 1.00
Director
$0 $0 $0
Bob Manning Secretary 1.00
Officer Director
$0 $0 $0
Jim McGraw Director 1.00
Director
$0 $0 $0
Tom Ottem Director 1.00
Director
$0 $0 $0
Mary Sullivan Director 1.00
Director
$0 $0 $0
Benny Scott Jr Director 1.00
Director
$0 $0 $0
Archbishop Dennis Schnurr Director - Exit 02/01/25 1.00
Director
$0 $0 $0
Archbishop Robert Casey Director - Start 02/01/25 1.00
Director
$0 $0 $0
John Tafaro President & CEO - Start 10/01/24 25.00
Officer
$10,000 $0 $10,000
Michael Newton VP & CFO - Start 04/01/25 25.00
Officer
$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 $345,603 $148,519 $424,988 $197,084
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