Caritas South Africa Fund

Nonprofit profile at a glance

EIN
872609076
IRS 990 coverage
2024–2025
Forms available
Form 990 2025
Location
Phoenix, AZ, USA
Phone
6024413136
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Single Organization Support
Affiliation
Religious (unspecified)

Reported finances

Revenue
$727,102
Expenses
$651,647
Assets
$777,184
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • HUGH PATRICK O'CONNOR (DIRECTOR, PRESIDENT)

People named in this filing

  • HUGH PATRICK O'CONNOR (DIRECTOR, PRESIDENT)
  • DOMINICA MHIZE (DIRECTOR, TREASURER)
  • FRITZ ZUGER (DIRECTOR, SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Caritas south africa fund, a Delaware nonprofit nonstock corporation, was formed to operate for, benefit and support caritas south africa the non-profit agency of the south african catholic bishops conference that engages in activities in activities in relief of poor. The organization will accomplish its mission by providing financial support to caritas sa, which is a non-profit organization formed under the south african npo act of 1997, and is a catholic organization as set forth in its constitution date august 6, 2019. Specifically, caritas sa is an official organization of the southern african bishops' conference, and was created to promote the socio-pastoral mission of the catholic church and to provide care and support for the vulnerable and those in need. The programs of caritas sa include the following: promoting action for community care and empowerment, early childhood development, economic strengthening, food security and sustainable livelihoods, and aid to the persecuted.

What it reported doing in 2025

Diocese of Manzini Good Shepherd Catholic Hospital Ambulance: Good Shepherd Hospital is a 224-bed hospital run by the Catholic Diocese of Manzini in partnership with the eSwatini Government. The Diocese of Manzini, based in eSwatini, is part of the Southern African Catholic Bishops' Conference. In 1949 the Catholic Church in Eswatini officially established the Good Shepherd Catholic Hospital , following its mandate to human nature as commanded by the Lord Jesus Christ in John 10:10 that all mankind should live life in abundance. The land and buildings where the Hospital is situated are wholly owned by the Roman Catholic Church, and the Hospital is directed by a Governing Board. In the beginning, the Hospital comprised of two rondavels and a staff compliment of three - namely one Medical Officer and two Nursing Mantellata Sisters, which was adequate to meet the needs of the community at that time. Government Subvention was first received in 1977 to enable effectiveness and efficiency in the management of the hospital. In 1978 the hospital was upgraded and completed in 1981. It was officially opened by Dr. Samuel Hynd, who was the Minister for Health at the time. In 1985 it was localized. The hospital has been declared a Regional hospital and has since expanded its services and programs to respond to current community needs. It currently serves a population of 207 731 in the Lubombo Region. This population is one of the poorest and hard hit by the HIV/AIDS scourge in the country, thus most of the patients are admitted into the hospital. The hospital is responsible for providing health care to around 201,000 people in the Lubombo region and beyond. Good Shepherd Hospital is the referral hospital for the sugar plantation company hospitals throughout the region. The hospital oversees the running of 22 rural clinics around Lubombo. Given the distances that are required to be travelled funding was requested for the purchase of an ambulance which is greatly needed. The hospital currently serves a large, mainly poor, rural population. eSwatini is classified as a lower-middle-income nation, with approximately 63 percent of the population living below the poverty line.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing reports few safeguards for money sent abroad and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 75
  • Accountability: 70
  • Sustainability: 60
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 89.4%; rating input score 89
  • Program expense ratio: 99.7%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: 0 of 8 controls in place; rating input score 0
    • Claims monitoring procedures: Limited
    • Requires narrative reports: Limited
    • Conducts field audits: Limited
    • May suspend future funding: Limited
    • Requires financial reports: Limited
    • Conducts site visits: Limited
    • Requires grant agreements: Limited
    • May require repayment: Limited
  • Grant itemization coverage: 100%; rating input score 100; 78th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 10.4%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 1.19; rating input score 48; 48th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 88; 88th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings

Growth

  • Program expense growth: 200% per year; rating input score 100; 100th percentile among comparable filings
  • Revenue growth: 9.3% per year; rating input score 100; 59th percentile among comparable filings
  • Asset growth: 10.7% per year; rating input score 100; 57th percentile among comparable filings

Details

  • Where the money goes: 89.4% of revenue deployed · 99.7% of spending went to programs
  • Governance: 3 of 3 board members independent · 2 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $650K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 15 of 15 current checks pass
  • Schedules: 5 filed schedules · includes major donors and foreign activity
  • Filing history: 2 filing years from 2024 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • High — Accountability: Governance controls: 5 of 7 not reported.
  • Review — Sustainability: Operating margin scored 57/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.