Civic Intelligence

Catholic Charities Diocese of Fort Worth Endowment Inc

EIN 45-4094964 • 501(c)3 • Fort Worth, TX

Profile

The Corporation is organized to acquire, hold, manage, distribute, and administer investment property for the exclusive benefit and support of Catholic Charities, Diocese of Fort Worth, Inc. (Catholic Charities), a charitable and educational organization under Internal Revenue Code Sec 501(c)(3) and the related regulations, and to respond to the needs or demands of Catholic Charities.

249 W Thornhill DrFort Worth, TX 76115

www.catholiccharitiesfortworth.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

11th percentile

0.01x

Higher debt load relative to revenue than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

97th percentile

87%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$292,348

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

92nd percentile

42%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

540%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$22,785,675

Up $6,752,785 (+42%) from 2023

Liabilities

Up

$64,178

Up $64,178 from 2023

Net Assets

Up

$22,721,497

Up $6,688,607 (+42%) from 2023

Operations
Liabilities / Revenue11th percentileNet Margin97th percentile

Revenue

Up

$5,999,402

Up $5,062,153 (+540%) from 2023

Expenses

Down

$755,764

Down $59,102 (-7.3%) from 2023

Net Income

Up

$5,243,638

Up $5,121,255 (+4185%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2012: $1,122,047Liabilities 2012: $0Net Assets 2012: $1,122,0472012Assets 2013: $1,971,187Liabilities 2013: $0Net Assets 2013: $1,971,1872013Assets 2014: $2,773,519Liabilities 2014: $0Net Assets 2014: $2,773,5192014Assets 2015: $3,299,034Liabilities 2015: $0Net Assets 2015: $3,299,0342015Assets 2016: $3,837,305Liabilities 2016: $0Net Assets 2016: $3,837,3052016Assets 2017: $10,784,445Liabilities 2017: $0Net Assets 2017: $10,784,4452017Assets 2018: $10,407,012Liabilities 2018: $0Net Assets 2018: $10,407,0122018Assets 2019: $11,870,771Liabilities 2019: $0Net Assets 2019: $11,870,7712019Assets 2020: $13,851,936Liabilities 2020: $74,863Net Assets 2020: $13,777,0732020Assets 2021: $16,367,411Liabilities 2021: $1,263Net Assets 2021: $16,366,1482021Assets 2022: $13,415,922Liabilities 2022: $0Net Assets 2022: $13,415,9222022Assets 2023: $16,032,890Liabilities 2023: $0Net Assets 2023: $16,032,8902023Assets 2024: $22,785,675Liabilities 2024: $64,178Net Assets 2024: $22,721,4972024

Highlighted filing

2024

Assets$22,785,675
Liabilities$64,178
Net Assets$22,721,497
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $857,319Expenses 2012: $195Net Income 2012: $857,1242012Revenue 2013: $652,070Expenses 2013: $305Net Income 2013: $651,7652013Revenue 2014: $749,559Expenses 2014: $956Net Income 2014: $748,6032014Revenue 2015: $694,559Expenses 2015: $960Net Income 2015: $693,5992015Revenue 2016: $478,951Expenses 2016: $20,874Net Income 2016: $458,0772016Revenue 2017: $6,959,500Expenses 2017: $12,360Net Income 2017: $6,947,1402017Revenue 2018: $111,452Expenses 2018: $488,885Net Income 2018: -$377,4332018Revenue 2019: $2,183,082Expenses 2019: $719,323Net Income 2019: $1,463,7592019Revenue 2020: $2,764,666Expenses 2020: $858,364Net Income 2020: $1,906,3022020Revenue 2021: $2,758,793Expenses 2021: $169,718Net Income 2021: $2,589,0752021Revenue 2022: $540,651Expenses 2022: $559,221Net Income 2022: -$18,5702022Revenue 2023: $937,249Expenses 2023: $814,866Net Income 2023: $122,3832023Revenue 2024: $5,999,402Expenses 2024: $755,764Net Income 2024: $5,243,6382024

Highlighted filing

2024

Revenue$5,999,402
Expenses$755,764
Net Income$5,243,638
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,785,675
Liabilities
$64,178
Net assets
$22,721,497
Revenue
$5,999,402
Expenses
$755,764
Net income
$5,243,638
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.8$0.06$22.7$6.00$0.76$5.24
2023Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$0.94$0.81$0.12
2022Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$0.54$0.56$0.02
2021Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$2.76$0.17$2.59
2020Detailed filing. Detailed filing data is available for this year.$13.9$0.07$13.8$2.76$0.86$1.91
2019Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$2.18$0.72$1.46
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.11$0.49$0.38
2017Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$6.96$0.01$6.95
2016Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.48$0.02$0.46
2015Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.69$0.00$0.69
2014Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.75$0.00$0.75
2013Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.65$0.00$0.65
2012Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.86$0.00$0.86
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$5,999,402
Mission and Program Overview

Mission

The Corporation is organized to acquire, hold, manage, distribute, and administer investment property for the exclusive benefit and support of Catholic Charities, Diocese of Fort Worth, Inc. (Catholic Charities), a charitable and educational organization under Internal Revenue Code Sec 501(c)(3) and the related regulations, and to respond to the needs or demands of Catholic Charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,866,597$22,102,704▲ $6,236,107
Pledges and Grants Receivable$0$460,294▲ $460,294
Cash and Non-Interest-Bearing Accounts$143$107,527▲ $107,384
Accounts Receivable$67,502$0▼ $67,502
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$16,032,890$22,785,675▲ $6,752,785
Other Assets Total$98,648$115,150▲ $16,502
Liabilities
Accounts Payable and Accrued Expenses$0$64,178▲ $64,178
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$64,178▲ $64,178
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,032,890$22,721,497▲ $6,688,607
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$16,032,890$22,721,497▲ $6,688,607
Total Liabilities and Net Assets / Fund Balance$16,032,890$22,785,675▲ $6,752,785

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$16,032,890$5,394,516▲ $2,049,855$0$22,721,497
2023$13,415,922$766,103▲ $2,665,731$0$16,032,890
2022$16,366,148$166,370▼ $2,557,375$0$13,415,922
2021$13,777,073$921,466▲ $1,837,327$0$16,366,148
2020$11,870,771$1,428,426▲ $1,336,240$0$13,777,073
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Bill QuinnChair
Michael IglioPresident/CEO
Nancy RochaVice Chair
Alec VincentBoard Member (partial year)
Tim ConnollyBoard Member (partial year)
Josh AudiCFO/VP of Administration
Peter HicksChief Operating Officer
Candace SandiferSecretary
Andrea LacroixTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,394,516
Program Service Revenue
$0
Investment Income
$604,886
Other Revenue
$0
All Other Contributions
$694,516
Change in Net Assets
$5,243,638
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$595,276
Other Expenses$160,488
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$595,276--$595,276
Fees for Service Investment Mgmnt Fees$102,807$0$0$102,807
Fees for Services Other$57,681$0$0$57,681
Total Functional Expenses$755,764$0$0$755,764
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The Members of the corporation shall be the individuals holding the following officers or positions with the Diocese of Fort Worth: The Bishop, The Moderator of the Curia or Vicar General, Two (2) priests designated by the Bishop, the Diocesan Finance Officer appointed by the Bishop according to the prescriptions of Canon 494 and the Code of Canon Law, One (1) individual designated by the Bishop, plus the Chair of the Board of Directors of the Corporation.”

Form 990, Part VI, Section A, Line 7A

“The Members elect the Directors of the Corporation.”

Form 990, Part VI, Section A, Line 7B

“To assign assets for the benefit of creditors of the Corporation; To confess a judgment against the Corporation, To file a bankruptcy for the Corporation; To alter, amend or repeal the Bylaws or the Certificate of Formation of the Corporation, or to adopt new Bylaws or a new Certificate of Formation; To merge, consolidate, reorganize, or dissolve the Corporation or to approve affiliations of the Corporation with any other organization; To sell, exchange or other disposition of all or substantially all of the assets of the Corporation.”

Form 990, Part VI, Section B, Line 11B

“Review of the Form 990 begins at the President/CEO and VP Administration/CFO level for accuracy of information. The Form 990 is then submitted to the Endowment Board for final review and approval.”

Form 990, Part VI, Section B, Line 12C

“The Board has to recertify each year that no conflicts exist.”

Form 990, Part VI, Section C, Line 19

“The Organization's Form 990, organizational documents, and financial statements are available upon request either written or verbal.”

Filing and Contact Details

Filer

Filer Name
Catholic Charities Diocese of Fort Worth Endowment Inc
EIN
45-4094964
Phone
8175340814
Address
249 W Thornhill Dr, Fort Worth, TX 76115

Signing Officer

Name
Joshua Audi
Title
VP Administration/CFO
Phone
8174133910
Signed
2025-11-14
Discuss with paid preparer
No

Organization Details

Principal Officer
Beth Kwasny
Formed
2011
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
J Alan Martin CPA
Address
809 Shady Bend Drive, Kennedale, TX 76060
Preparer
James Alan Martin
Phone
8173196030
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Reimbursement for direct expenses related to fundraising activities on behalf of the Catholic Charities, Diocese of Fort Worth Endowment, Inc.”

Financial Statement Notes

Schedule D, Part V, Line 4

“To acquire, hold, manage, distribute, and administer investment property for the exclusive benefit and support of Catholic Charities, Diocese of Fort Worth, Inc.”

Schedule D, Part X, Line 2

“Catholic Charities recognizes in its financial statements the financial effects of a tax position, if that position is more likely than not, of being sustained upon examination, including resolution of any appeals or litigation processes, based upon the technical merits of the position. Tax positions taken by Catholic Charities have been reviewed, and management is of the opinion that material tax positions taken by Catholic Charities would more likely than not be sustained by examination. Accordingly, Catholic Charities has not recorded an income tax liability for uncertain tax positions.”

Raw XML AppendixShowing 400 of 698 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0249 W Thornhill Dr
IRS990/BooksInCareOfDetail/USAddress/CityNm0Fort Worth
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990/Form990PartVIISectionAGrp/PersonNm1Peter Hicks
IRS990/Form990PartVIISectionAGrp/PersonNm2Josh Audi
IRS990/Form990PartVIISectionAGrp/PersonNm3Bill Quinn
IRS990/Form990PartVIISectionAGrp/PersonNm4Nancy Rocha
IRS990/Form990PartVIISectionAGrp/PersonNm5Andrea Lacroix
IRS990/Form990PartVIISectionAGrp/PersonNm6Candace Sandifer
IRS990/Form990PartVIISectionAGrp/PersonNm7Tim Connolly
IRS990/Form990PartVIISectionAGrp/PersonNm8Alec Vincent
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2169230
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO/VP of Administration
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member (partial year)
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member (partial year)
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IRS990/FormationYr02011
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IRS990/FSAuditedInd01
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IRS990/GrantAmt0595276
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0595276
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IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05999402
IRS990/GroupExemptionNum00928
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
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IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0The Corporation is organized to acquire, hold, manage, distribute, and administer investment property for the exclusive benefit and support of Catholic Charities, Diocese of Fort Worth, Inc. (Catholic Charities), a charitable and educational organization under Internal Revenue Code Sec 501(c)(3) and the related regulations, and to respond to the needs or demands of Catholic Charities.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt022721497
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IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt098648
IRS990/OtherAssetsTotalGrp/EOYAmt0115150
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Beth Kwasny
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IRS990/PYTotalRevenueAmt0937249
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05243638
IRS990/RegularMonitoringEnfrcInd01
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportOtherAssetsInd00
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IRS990/RoyaltiesGrp/FundraisingAmt00
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0In the 14 years since the establishment of the CCDOFW Endowment, over $19 million in donations have been received which make up the majority of today's Net Assets. More than 60% of these donations have been provided by the public, specifically from individuals, with slightly less than 40% coming from an affiliated entity. Over the last five years (2020 through 2024), the $3.8 million in contributions from the public have been received through 391 separate transactions involving 65 separate donors. All income received by the CCDOFW Endowment is derived entirely from the investment of these donations and past accumulated earnings. The CCDOFW Endowment is led by a board composed of independent community leaders and finance professionals from various industries. The board has expanded marketing efforts in recent years in order to increase support received from the public, but market volatility may continue to distort the standard calculations of public support. The CCDOFW Endowment has always been and will continue to be predominantly supported by the public.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05394516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0766103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0566370
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0921465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01428426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09076880
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02049856
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02712022

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