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← CATHOLIC CHARITIES SOUTHWESTERN OHIO

Form 990 for tax year 2025

Filed by CATHOLIC CHARITIES SOUTHWESTERN OHIO.

Totals

Total revenue
$13,541,939
Total expenses
$10,705,797
Contributions and grants received
$12,286,530
Grants paid
$1,073,118
Program service revenue
$1,088,474
Investment income
$169,907
Other revenue
-$2,972
Total assets, end of year
$16,149,783
Total liabilities, end of year
$1,135,391
Net assets or fund balances, end of year
$15,014,392
Program services expenses (Part IX)
$8,544,588
Management and general expenses
$1,341,716
Fundraising expenses
$819,493
Program service expenses (Part III)
$8,544,588

Program services were 79.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $622,160

  • 1c · Fundraising events

    $174,798

  • 1e · Government grants (contributions)

    $3,772,672

  • 1f · All other contributions, gifts and grants

    $7,716,900

  • 1g · Noncash contributions included above

    $920,399

  • 2a · Program service revenue: PROGRAM SERVICES

    total $1,088,474 · related or exempt $1,088,474

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $67,674 · excluded $67,674

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $145,210

  • 7b · Less cost or other basis and sales expenses

    securities $42,977

  • 7c · Gain or loss

    securities $102,233 · other assets $0

  • 7d · Net gain or loss

    total $102,233 · excluded $102,233

  • 8a · Fundraising events: gross income

    $41,817

  • 8a · Fundraising events: contributions included on line 1c

    $174,798

  • 8b · Fundraising events: direct expenses

    $45,789

  • 8c · Net income from fundraising events

    total -$3,972 · excluded -$3,972

  • 11a · Other revenue: REBATE

    total $667 · excluded $667

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $333 · excluded $333

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,000

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,073,118 · program services $1,073,118

  • 5 · Compensation of officers, directors and key employees

    total $490,078 · program services $87,458 · management and general $402,620

  • 7 · Other salaries and wages

    total $4,955,819 · program services $4,104,400 · management and general $480,153 · fundraising $371,266

  • 8 · Pension plan contributions

    total $184,759 · program services $160,007 · management and general $9,678 · fundraising $15,074

  • 9 · Other employee benefits

    total $842,656 · program services $720,174 · management and general $55,178 · fundraising $67,304

  • 10 · Payroll taxes

    total $440,940 · program services $346,293 · management and general $65,429 · fundraising $29,218

  • 11b · Fees: legal

    total $13,597 · program services $10,264 · management and general $841 · fundraising $2,492

  • 11c · Fees: accounting

    total $65,700 · program services $49,593 · management and general $4,065 · fundraising $12,042

  • 11e · Fees: professional fundraising services

    total $180,000 · fundraising $180,000

  • 11f · Fees: investment management

    total $5,233 · management and general $5,233

  • 11g · Fees: other

    total $870,543 · program services $792,985 · management and general $64,999 · fundraising $12,559

  • 12 · Advertising and promotion

    total $85,986 · program services $44,927 · management and general $23,044 · fundraising $18,015

  • 13 · Office expenses

    total $386,186 · program services $225,445 · management and general $93,197 · fundraising $67,544

  • 16 · Occupancy

    total $408,669 · program services $343,327 · management and general $50,894 · fundraising $14,448

  • 17 · Travel

    total $42,013 · program services $39,516 · management and general $1,735 · fundraising $762

  • 19 · Conferences, conventions and meetings

    total $58,959 · program services $30,806 · management and general $15,801 · fundraising $12,352

  • 22 · Depreciation, depletion and amortization

    total $39,099 · program services $34,399 · management and general $3,527 · fundraising $1,173

  • 23 · Insurance

    total $27,195 · program services $14,209 · management and general $7,288 · fundraising $5,698

  • 24a · Other expenses: SENIOR VOLUNTEER COST

    total $343,619 · program services $343,619

  • 24b · Other expenses: OTHER DIRECT EXPENSES

    total $146,065 · program services $100,242 · management and general $45,823

  • 24c · Other expenses: MEMBERSHIP DUES

    total $45,563 · program services $23,806 · management and general $12,211 · fundraising $9,546

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,222,209 · end of year $3,318,820

  • 3 · Pledges and grants receivable

    beginning of year $2,144,553 · end of year $2,365,927

  • 4 · Accounts receivable

    beginning of year $1,165,595 · end of year $761,327

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $129,149 · end of year $151,307

  • 10a · Land, buildings and equipment: cost or other basis

    $662,548

  • 10b · Land, buildings and equipment: accumulated depreciation

    $607,466

  • 10c · Land, buildings and equipment, net

    beginning of year $94,181 · end of year $55,082

  • 11 · Investments: publicly traded securities

    beginning of year $7,098,682 · end of year $8,688,052

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $1,086,588 · end of year $809,268

  • 17 · Accounts payable and accrued expenses

    beginning of year $507,481 · end of year $282,162

  • 19 · Deferred revenue

    beginning of year $57,936 · end of year $5,000

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,141,341 · end of year $848,229

  • 27 · Net assets without donor restrictions

    beginning of year $8,275,808 · end of year $11,489,132

  • 28 · Net assets with donor restrictions

    beginning of year $2,958,391 · end of year $3,525,260

Mission and programs · 2025

Mission

CATHOLIC CHARITIES SOUTHWESTERN OHIO SERVES AND EMPOWERS PEOPLE THROUGH GOD'S LOVE IN THEIR TIMES OF VULNERABILITY. WE DO SO THROUGH A FULL RANGE OF LOCAL SERVICES THAT ENGAGE THE COMMUNITY IN BUILDING SOLIDARITY.

  • REFUGEE RESETTLEMENT CATHOLIC CHARITIES SOUTHWESTERN OHIO WELCOMES REFUGEES ESCAPING PERSECUTION, WAR AND VIOLENCE IN THEIR HOMELANDS AND EMPOWERS THEM TO BUILD NEW LIVES AND BECOME SELF-SUFFICIENT IN A WELCOMING COMMUNITY. SINCE 1980, CATHOLIC CHARITIES HAS RESETTLED THOUSANDS OF REFUGEES FROM ALL OVER THE WORLD IN GREATER CINCINNATI. IN 2025, THE U.S. REFUGEE RESETTLEMENT PROGRAM EXPERIENCED SEVERE PUBLIC POLICIES SHIFTS THAT HALTED THE RESETTLEMENT PROCESS. REGARDLESS, CATHOLIC CHARITIES CONTINUED TO ACCOMPANY AND INTEGRATE 686 REFUGEES RESETTLED IN RECENT YEARS TO ENSURE SELF-SUFFICIENCY THROUGH EMERGENCY ASSISTANCE, CASE MANAGEMENT, JOB READINESS, FINANCIAL LITERACY AND YOUTH MENTORING.

    Expenses $1,730,538 · Grants $162,429

  • SU CASA HISPANIC CENTER JESUS CHRIST COMMANDED US TO "WELCOME THE STRANGER," AS HE SPELLED OUT THE FINAL JUDGMENT ON LOVE (MT 25:31-46). FOUNDED IN 1997, SU CASA HISPANIC CENTER EXTENDS A LOVING WELCOME AND SERVES AS A PRIMARY PROVIDER OF SOCIAL SERVICES TO THE HISPANIC/LATINO COMMUNITY IN GREATER CINCINNATI. IN 2025, SU CASA DIRECTLY SERVED 3,095 CLIENTS THROUGH EMERGENCY ASSISTANCE STABILIZATION SERVICES, ENGLISH FOR SPEAKERS OF OTHER LANGUAGE CLASSES, EDUCATION, HEALTH PROMOTION, CASE MANAGEMENT AND SERVICES FOR UNACCOMPANIED CHILDREN.

    Expenses $1,006,256 · Grants $125,118 · Revenue $21,290

  • SENIOR & VOLUNTEER SERVICES - CATHOLIC CHARITIES OFFERS CAREGIVER ASSISTANCE TO THOSE CARING FOR VULNERABLE LOVED ONES, HAVING SUPPORTED 416 CAREGIVERS IN 2025. THROUGH ITS SENIOR COMPANIONS AND FOSTER GRANDPARENTS PROGRAMS, SENIOR VOLUNTEERS GAVE OVER 79,000 HOURS OF SERVICE TO OTHER HOMEBOUND SENIORS IN NEED AND AS TEACHING ASSISTANTS TO SCHOOL CHILDREN.

    Expenses $964,995

  • ADDITIONALLY, CATHOLIC CHARITIES SUPPORTED FAMILY DEVELOPMENT BY PROVIDING EARLY CHILDHOOD MENTAL HEALTH CONSULTATIONS AND PARENTING EDUCATION TO 2,297 PARENTS, CHILDREN, TEACHERS AND DAYCARE PROVIDERS. THROUGH OUR FOOD FOR ALL PANTRIES, OVER 342,000 MEALS WERE DISTRIBUTED TO NEEDY FAMILIES ACROSS 6 COUNTIES. THE AGENCY CONDUCTED OVER 4,800 MENTAL HEALTH COUNSELING SESSIONS AND SUPPORTED CLIENTS WITH POST-ADOPTION SERVICES. OVER 1,800 CLIENTS RECEIVED IMMIGRATION LEGAL SERVICES, 462 STUDENTS OF ALL AGES PARTICIPATED IN ENGLISH AND ACADEMIC PROGRAMS, AND NEARLY 3,700 CLIENTS ACCESSED TRANSLATION SERVICES IN MULTIPLE LANGUAGES FROM OUR ACCURACY NOW INTERPRETATION SERVICES. ALL OF THIS WAS MADE POSSIBLE THROUGH THE SUPPORT OF 800 YEARLY VOLUNTEERS.

    Expenses $4,842,799 · Grants $785,571 · Revenue $1,067,184

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Adam Hall

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.5

  • Bill Goslee

    CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Ernie Rummler

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • John Geraghty

    CHAIR EMERITUS

    Total calculated
    $0
    Hours/week
    1.5

  • Lucy Davila-Soto

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Tricia Williams

    SECRETARY - EXIT 08/2025

    Total calculated
    $0
    Hours/week
    1.5

  • Anne Lynch

    MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Bill Thiemann

    MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Cabrina Attal

    MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Difolco Fr Tom

    MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Katina Marathe

    MEMBER - JOINED 02/2025

    Total calculated
    $0
    Hours/week
    1.5

  • Kelly Conner

    MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Nikki Bialka

    MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Robin Astifan

    MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Tara Dahal

    MEMBER

    Total calculated
    $0
    Hours/week
    1.5

  • Anthony Stieritz

    CEO

    Total calculated
    $222,420
    From this org
    $190,852
    From related orgs
    $0
    Other
    $31,568
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $190,852
    Bonus
    $0
    Other
    $0
    Deferred
    $7,634
    Nontaxable benefits
    $23,934
    Filer's total
    $222,420

  • Patrick Reynolds-Berry

    COO

    Total calculated
    $133,821
    From this org
    $118,809
    From related orgs
    $0
    Other
    $15,012
    Hours/week
    37.5

  • Ross Hallman

    CFO

    Total calculated
    $143,630
    From this org
    $115,092
    From related orgs
    $0
    Other
    $28,538
    Hours/week
    37.5

  • Dan Sarell

    DIRECTOR OF MISSION ADVANCE

    Total calculated
    $144,574
    From this org
    $116,000
    From related orgs
    $0
    Other
    $28,574
    Hours/week
    37.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SU CASA HISPANIC CENTER

    PROVIDE SUPPORT PROGRAMS FOR HISPANIC/LATINO COMMUNITY · OH · income $949,924 · assets $0

    Directly controlled by CATHOLIC CHARITIES SOUTHWESTERN OHIO

Provenance

Return type
form_990
Tax year
2025
Filed
4 August 2026
IRS schema version
2025v4.2
Source object
202612169349300031

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