CATHOLIC LEGACY FOUNDATION OF ACADIANA INC (EIN 994679427) - 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

2024

Principal Officer

MONICA ZUSCHLAG

Phone

3372615642

Tax Period

2024-10-22 to 2025-06-30

CATHOLIC LEGACY FOUNDATION OF ACADIANA INC, founded in 2024, is a community nonprofit that reported $3.5M in total revenue in fiscal year 2024. The organization ran a surplus of $3.4M, a strong 97% operating margin.

Mission

THE CATHOLIC LEGACY FOUNDATION OF ACADIANA SERVES DONORS IN PERPETUATING A CHRIST-CENTERED FUTURE THROUGH CHARITABLE GIVING AND STEWARDSHIP.

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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 $3,420,332

Program Service Revenue $76,637

Investment Income $22,926

Other Revenue $0

TOTAL REVENUE $3,519,895

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,653

Fundraising Expenses $0

Other Expenses $34,774

TOTAL EXPENSES $100,427

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,519,895	N/A	N/A
Expenses	$100,427	N/A	N/A
Net Income	$3,419,468	N/A	N/A

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
SCOTT ANGELLE	VICE CHAIRMA	N/A	Officer Director	$0	$0	$0
COLETTE BILLEAUD-SMITH	TREASURER	N/A	Officer Director	$0	$0	$0
DR JAMES CAILLIER	BOARD MEMBER	N/A	Director	$0	$0	$0
JUDE C DAVID	BOARD MEMBER	N/A	Director	$0	$0	$0
ROBERT BOBBY HANKS	BOARD MEMBER	N/A	Director	$0	$0	$0
GARLAND HEBERT	BOARD MEMBER	N/A	Director	$0	$0	$0
JOSEPH GIGLIO JR	SECRETARY	N/A	Officer Director	$0	$0	$0
MARK T MUSSO	BOARD MEMBER	N/A	Director	$0	$0	$0
MARY ROMAGOSA	BOARD MEMBER	N/A	Director	$0	$0	$0
MARGARET H TRAHAN	EXECUTIVE DI	N/A	Director	$0	$0	$0
VERY REVEREND WILLIAM BLANDA VF	BOARD MEMBER	N/A	Director	$0	$0	$0
MONICA ZUSCHLAG	CHAIRMAN	N/A	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	$3,519,895	$100,427	$8,726,219	$3,419,468

CATHOLIC LEGACY FOUNDATION OF ACADIANA INC