WPublic & Societal BenefitEIN: 464354011· Ruling Year: 2014

Catholic Investment Services Inc

Boston, Massachusetts

BHealth Score
55B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

💰
$2.2M
Total Revenue
📊
$2.2M
Total Expenses
🏦
$588K
Net Assets
📋
$555K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+10.4%
Year-over-year change (2022 → 2023)
Net Margin
-0.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.27
Net assets divided by total expenses
Liabilities-to-Assets
48.5%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$2,192,12410%$2,192,58514%$1,142,9092%
2022$1,984,9856%$1,926,6884%$1,125,93310%
2021$2,110,46127%$1,999,357$1,253,67527%
2020$1,667,0199%$2,006,81212%$985,82020%
2019$1,836,51551%$1,792,45230%$1,234,4627%
2018$1,218,47717%$1,378,1221%$1,321,24211%
2017$1,469,08589%$1,388,3317%$1,491,6587%
2016$778,37143%$1,292,61313%$1,400,12444%
2015$1,377,48655%$1,142,2995%$2,510,74317%
2014$3,061,257$1,083,137$2,152,320

Frequently Asked Questions

What does Catholic Investment Services Inc do?

Catholic Investment Services Inc is a public & societal benefit nonprofit organization based in Massachusetts. It is classified under NTEE code W99 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Catholic Investment Services Inc financially healthy?

Based on our 9-metric Financial Health Score model, Catholic Investment Services Inc has a score of 55/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Catholic Investment Services Inc generate?

Catholic Investment Services Inc reports $2.3M in annual revenue and holds $1.1M in total assets, based on IRS filings.

Similar Organizations

Explore more organizations in the Public & Societal Benefit category, or browse all nonprofits in Massachusetts.