Catholic Charities of the Diocese of Fresno (EIN 941678938) - 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

1968

Legal Domicile

Principal Officer

Jeffrey Negrete

Phone

5592370851

Tax Period

2024-07-01 to 2025-06-30

Catholic Charities of the Diocese of Fresno, founded in 1968, is a mid-sized nonprofit in the Human Services sector that reported $10.3M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year.

Mission

IN CARRYING OUT THE SOCIAL MISSION OF THE ROMAN CATHOLIC CHURCH IN THE DIOCESE OF FRESNO THE ORGANIZATION PROVIDES FOOD, CLOTHING, SHELTER, ASSISTANCE AND COMFORT TO THE POOR IN THE CENTRAL SAN JOAQUIN VALLEY.

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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 $8,890,596

Program Service Revenue $644,082

Investment Income $96,623

Other Revenue $713,542

TOTAL REVENUE $10,344,843

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $4,064,037

Fundraising Expenses $397,554

Program Expenses $9,446,999

Other Expenses $6,346,262

TOTAL EXPENSES $10,418,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,344,843	$12,086,614	-0.1%
Expenses	$10,418,299	$11,992,324	-0.1%
Net Income	$-73,456	$94,290	-1.8%

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

784

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

$477,082

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeff Negrete	Executive Dir.	40.00	Officer	$180,000	$0	$180,000
Kelly Goodpaster	Finance Direct	40.00	Officer	$109,922	$10,096	$120,018
Mackenzie Villalobos	Development Dir	40.00	Officer	$84,333	$8,990	$93,323
Anthony Nguyen	Finance Direct	40.00	Officer	$66,609	$17,132	$83,741
Most Rev Joseph Brennan DD	President	2.00	Officer Director	$0	$0	$0
Vincent Ricchiuti	Director	2.00	Director	$0	$0	$0
Don Parreira	Chairman	2.00	Officer Director	$0	$0	$0
Very Rev Salvador Gonzalez Jr	Episcopal Deleg	2.00	Director	$0	$0	$0
Patrick Collins	Director	2.00	Director	$0	$0	$0
Cat Figura	Vice Chair	2.00	Officer Director	$0	$0	$0
Myka Chambers	Director	2.00	Director	$0	$0	$0
Kevin Conway	Director	2.00	Director	$0	$0	$0
J Tyler Davies	Treasurer	2.00	Officer Director	$0	$0	$0
Doug Sampson	Director	2.00	Director	$0	$0	$0
Michael Spencer	Secretary	2.00	Officer Director	$0	$0	$0
Rev Robert Borges	Director	2.00	Director	$0	$0	$0
Michael Serrano	Director	2.00	Director	$0	$0	$0
Walter Whelan	Director	2.00	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	$10,344,843	$10,418,299	$9,679,461	$-73,456
2024	$12,086,614	$11,992,324	$9,525,148	$94,290
2023	$11,684,767	$11,014,014	$9,418,507	$670,753
2022	$8,340,809	$7,959,018	$8,647,819	$381,791
2021	$8,502,184	$7,497,991	$10,590,843	$1,004,193
2020	$7,537,100	$6,905,962	$10,594,545	$631,138
2019	$7,507,242	$7,046,914	$9,182,449	$460,328
2018	$7,288,212	$6,442,709	$9,005,661	$845,503

Catholic Charities of the Diocese of Fresno