Civic Intelligence

Catholic Foundation for the Diocese of Gary Inc.

990 • Fiscal year 2022 • EIN 26-1514259

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 21, 2023

Organization ProfileWWW.CATHOLICFUTURE.ORG
9292 BroadwayMerrillville, IN 46410-7088

(219) 769-9292

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

0.98x

Higher debt load relative to assets than 93% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

94th percentile

5.48x

Higher debt load relative to revenue than 94% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

24th percentile

-7.9%

Faster asset growth than 24% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

14th percentile

-25%

Faster revenue growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$13,181,928

Down $1,137,828 (-7.9%) from 2021

Net Assets

Up

$296,816

Up $25,042 (+9.2%) from 2021

Liabilities

Down

$12,885,112

Down $1,162,870 (-8.3%) from 2021

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin66th percentile

Revenue

Down

$2,351,164

Down $795,199 (-25%) from 2021

Expenses

Down

$1,980,076

Down $1,074,143 (-35%) from 2021

Net Income

Up

$371,088

Up $278,944 (+303%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0-$10MAssets 2010: $1,032,815Liabilities 2010: $1,020,973Net Assets 2010: $11,8422010Assets 2012: $1,940,973Liabilities 2012: $1,937,803Net Assets 2012: $3,1702012Assets 2013: $2,180,438Liabilities 2013: $2,186,672Net Assets 2013: -$6,2342013Assets 2020: $8,803,945Liabilities 2020: $8,232,689Net Assets 2020: $571,2562020Assets 2021: $14,319,756Liabilities 2021: $14,047,982Net Assets 2021: $271,7742021Assets 2022: $13,181,928Liabilities 2022: $12,885,112Net Assets 2022: $296,8162022Assets 2023: $14,278,469Liabilities 2023: $13,956,404Net Assets 2023: $322,0652023Assets 2024: $18,214,305Liabilities 2024: $17,843,814Net Assets 2024: $370,4912024Assets 2025: $20,774,637Liabilities 2025: $20,349,869Net Assets 2025: $424,7682025

Highlighted filing

2022

Assets$13,181,928
Liabilities$12,885,112
Net Assets$296,816
Open 2022 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $62,000Expenses 2010: $53,035Net Income 2010: $8,9652010Expenses 2012: $316,9932012Expenses 2013: $332,9812013Revenue 2020: $587,993Expenses 2020: $692,429Net Income 2020: -$104,4362020Revenue 2021: $3,146,363Expenses 2021: $3,054,219Net Income 2021: $92,1442021Revenue 2022: $2,351,164Expenses 2022: $1,980,076Net Income 2022: $371,0882022Revenue 2023: $293,108Expenses 2023: $337,651Net Income 2023: -$44,5432023Revenue 2024: $2,694,849Expenses 2024: $2,653,231Net Income 2024: $41,6182024Revenue 2025: $1,083,439Expenses 2025: $1,034,074Net Income 2025: $49,3652025

Highlighted filing

2022

Revenue$2,351,164
Expenses$1,980,076
Net Income$371,088
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 21, 2023
Return Version
2021v4.0
Gross Receipts
$3,674,488
Mission and Program Overview

Mission

The catholic foundation for northwest indiana empowers people to express their faith by providing perpetual financial support for diocesan ministries, parishes, and schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,913,346$12,921,791▼ $991,555
Savings and Temporary Cash Investments$339,272$156,650▼ $182,622
Cash and Non-Interest-Bearing Accounts$66,565$103,487▲ $36,922
Land, Buildings, and Equipment, Net$573--
Total Assets$14,319,756$13,181,928▼ $1,137,828
Liabilities
Other Liabilities$13,795,341$12,454,733▼ $1,340,608
Grants Payable$252,641$430,379▲ $177,738
Total Liabilities$14,047,982$12,885,112▼ $1,162,870
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$232,410$262,849▲ $30,439
Net Assets With Donor Restrictions$39,364$33,967▼ $5,397
Total Net Assets Fund Balance$271,774$296,816▲ $25,042
Total Liabilities and Net Assets / Fund Balance$14,319,756$13,181,928▼ $1,137,828
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Most Rev Robert J MccloryBoard Chair
Jim JorgensenVice Chair
Camille HidgonBoard Member
Daniel RodriguezBoard Member
Gary BonkBoard Member
Kevin KeoughBoard Member
Matt GlarosBoard Member
Mike WelshBoard Member
Rev Ben RossBoard Member
Rev Jay NuthulaptiBoard Member
Very Rev Christopher StanishBoard Member
Kathy TomasikSecretary
Thomas DevineTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,403,881
Program Service Revenue
$73,572
Investment Income
$873,680
Other Revenue
$31
All Other Contributions
$1,403,881
Change in Net Assets
$371,088

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,351,164
Revenue Not Reported on Form 990
$-346,046
Total Revenue per Audited Statements
$2,005,118
Total Revenue per Form 990
$2,351,164
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,583,665
Grants and Similar Amounts Paid$396,411
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$396,411--$396,411
Fees for Service Investment Mgmnt Fees$140,772--$140,772
Fees for Services Management-$31,397-$31,397
Fees for Services Accounting-$8,750-$8,750
Other Expenses$1,781$2,728-$4,509
Office Expenses-$2,365-$2,365
Insurance-$2,167-$2,167
Advertising$1,628--$1,628
Depreciation Depletion-$572-$572
Total Functional Expenses$1,932,097$47,979$0$1,980,076

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,980,076
Total Expenses per Audited Statements$1,980,076
Total Expenses per Form 990$1,980,076
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Religious Related Organizations-3-$396,411
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Others$12,421,707
Annuities Payable$33,026
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 is reviewed by the executive committee's designee and the treasurer before filing”

Form 990, Page 6, Part VI, Line 12C

“The organization regularly and consistently monitors and enforces compliance by having the board member complete a questionnaire annually.”

Form 990, Page 6, Part VI, Line 18

“The form 990 is available on guidestar.org and also upon request during regular business hours.”

Form 990, Page 6, Part VI, Line 19

“The governing documents are not available to the public”

Filing and Contact Details

Filer

Filer Name
Catholic Foundation for
EIN
26-1514259
Phone
2197699292
Address
9292 BROADWAY, MERRILLVILLE, IN 46410-7088

Signing Officer

Name
Kathy Tomasik
Title
Secretary
Phone
2197699292
Signed
2023-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathy Tomasik
Formed
2008
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Humphrey CPA Group LLC
Address
5915 S EMERSON AVENUE SUITE 400, INDIANAPOLIS, IN 46237
Preparer
Rodney J Humphrey CPA
Phone
3174353447
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE'S DESIGNEE AND THE TREASURER BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE BY HAVING THE BOARD MEMBER COMPLETE A QUESTIONNAIRE ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS AVAILABLE ON GUIDESTAR.ORG AND ALSO UPON REQUEST DURING REGULAR BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC
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ReturnHeader/BuildTS02023-03-07 01:45:13Z
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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,181,928
Liabilities
$12,885,112
Net assets
$296,816
Revenue
$2,351,164
Expenses
$1,980,076
Net income
$371,088
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$20.3$0.42$1.08$1.03$0.05
2024Detailed filing. Detailed filing data is available for this year.$18.2$17.8$0.37$2.69$2.65$0.04
2023Detailed filing. Detailed filing data is available for this year.$14.3$14.0$0.32$0.29$0.34$0.04
2022Detailed filing. Detailed filing data is available for this year.$13.2$12.9$0.30$2.35$1.98$0.37
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$14.0$0.27$3.15$3.05$0.09
2020Detailed filing. Detailed filing data is available for this year.$8.80$8.23$0.57$0.59$0.69$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$2.19$0.01$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$1.94$0.00$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$1.02$0.01$0.06$0.05$0.01