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← UNITED STATES CATHOLIC CONFERENCE

Form 990 for tax year 2022

Filed by UNITED STATES CATHOLIC CONFERENCE.

Totals

Total revenue
$6,338,238
Total expenses
$5,171,493
Contributions and grants received
$281,771
Grants paid
$2,990,044
Program service revenue
$0
Investment income
$6,056,467
Other revenue
$0
Total assets, end of year
$81,995,481
Total liabilities, end of year
$146,238
Net assets or fund balances, end of year
$81,849,243
Program services expenses (Part IX)
$4,865,894
Management and general expenses
$305,599
Fundraising expenses
$0
Program service expenses (Part III)
$4,865,894

Program services were 94.1% 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

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $5,000

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $276,771

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $946,805 · related or exempt $0 · unrelated business $0 · excluded $946,805

  • 4 · Income from investment of tax-exempt bond proceeds

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

  • 5 · Royalties

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $31,531,489 · other assets $0

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

    securities $26,421,827 · other assets $0

  • 7c · Gain or loss

    securities $5,109,662 · other assets $0

  • 7d · Net gain or loss

    total $5,109,662 · related or exempt $0 · unrelated business $0 · excluded $5,109,662

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

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,990,044 · program services $2,990,044

  • 5 · Compensation of officers, directors and key employees

    total $350,875 · program services $298,244 · management and general $52,631

  • 7 · Other salaries and wages

    total $453,513 · program services $385,486 · management and general $68,027

  • 8 · Pension plan contributions

    total $60,575 · program services $51,489 · management and general $9,086

  • 9 · Other employee benefits

    total $83,286 · program services $70,793 · management and general $12,493

  • 10 · Payroll taxes

    total $57,460 · program services $48,841 · management and general $8,619

  • 11c · Fees: accounting

    total $5,112 · management and general $5,112

  • 11f · Fees: investment management

    total $337,207 · program services $337,207

  • 11g · Fees: other

    total $98,420 · program services $98,420

  • 13 · Office expenses

    total $12,187 · program services $9,750 · management and general $2,437

  • 14 · Information technology

    total $24,754 · program services $19,803 · management and general $4,951

  • 16 · Occupancy

    total $68,065 · program services $57,175 · management and general $10,890

  • 17 · Travel

    total $11,939 · program services $11,939

  • 19 · Conferences, conventions and meetings

    total $11,565 · program services $11,565

  • 22 · Depreciation, depletion and amortization

    total $9,193 · program services $7,814 · management and general $1,379

  • 23 · Insurance

    total $5,368 · management and general $5,368

  • 24a · Other expenses: Member Assessment

    total $486,019 · program services $364,514 · management and general $121,505

  • 24b · Other expenses: Program Expense

    total $58,430 · program services $58,430 · management and general $0

  • 24c · Other expenses: Dues and Subscriptions

    total $9,763 · program services $9,763 · management and general $0

  • 24e · All other expenses

    total $37,718 · program services $34,617 · management and general $3,101

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $211,831 · end of year $346,860

  • 4 · Accounts receivable

    beginning of year $1,768 · end of year $4,134

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,189 · end of year $19,883

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

    $262,085

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

    $241,129

  • 10c · Land, buildings and equipment, net

    beginning of year $21,033 · end of year $20,956

  • 11 · Investments: publicly traded securities

    beginning of year $112,646,596 · end of year $81,603,648

  • 17 · Accounts payable and accrued expenses

    beginning of year $151,509 · end of year $146,238

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $112,746,908 · end of year $81,828,243

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $21,000

Mission and programs · 2022

Mission

The Sisters of Charity Foundation of South Carolina (SCF) is dedicated to furthering the mission, ministry, and purpose of the Sisters of Charity of St. Augustine and personalizing Catholic values by action, advocacy, and leadership.

Activities or mission (Part I)

To support and further the mission and ministry of the Sisters of Charity of St. Augustine by addressing the needs of the poor and under served through programs that promote health, education, and social services.

  • The Sisters of Charity Foundation of South Carolina is a faith-based organization deeply rooted in the principles of the gospel and the traditions of the Catholic Church. As a ministry of the Sisters of Charity Health System the Foundation is committed to addressing the cause and effects of poverty in South Carolina. The Foundation is dedicated to efforts which help build a sustainable healthy economy, promote educational success, support stronger families, contribute to long-term community development, and to the measurement of the effects of these efforts.

    Expenses $1,214,010 · Grants $20,700

  • The Sisters of Charity Foundation of South Carolina provides grant funding through an application process to nonprofit organizations that do one or more of the following for people experiencing poverty in the state: meet immediate needs, break the cycle of poverty, and/or make change at a system level. The organizations that receive grant funding work in the areas of health, education, and social services.

    Expenses $3,265,736 · Grants $2,969,344

  • To help meet its mission, the Sisters of Charity Foundation of South Carolina is committed to the following programmatic activities: conducting and/or commissioning research that relates to the causes and consequences of poverty; plan for and execute advocacy activities that support local, state, and federal policy change that will remove barriers for people experiencing poverty; conduct learning opportunities both internally and externally in the area of Diversity, Equity, and Inclusion to understand the historical and systemic causes of poverty and how to break through barriers in the future; provide capacity building and technical support for grantee partners; and convene stakeholders across all sectors to collaborate to reduce poverty in South Carolina.

    Expenses $386,148

As filed on the 2022 return.

Listed in Part VII

  • Jan Murphy

    Ex Officio

    Total calculated
    $651,630
    From this org
    $0
    From related orgs
    $597,420
    Other
    $54,210
    Hours/week
    1

  • Melissa J Rogers

    Assistant Treasurer

    Total calculated
    $538,360
    From this org
    $0
    From related orgs
    $460,450
    Other
    $77,910
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $455,930 related
    Bonus
    $0
    Other
    $0 + $4,520 related
    Deferred
    $0 + $51,210 related
    Nontaxable benefits
    $0 + $26,700 related
    Filer's total
    $0 + $538,360 related

  • Susanna Krey

    Trustee

    Total calculated
    $447,055
    From this org
    $0
    From related orgs
    $377,345
    Other
    $69,710
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $341,570 related
    Bonus
    $0 + $26,055 related
    Other
    $0 + $9,810 related
    Deferred
    $0 + $51,210 related
    Nontaxable benefits
    $0 + $18,500 related
    Filer's total
    $0 + $447,145 related

  • Thomas Keith

    President - Retired July 2022

    Total calculated
    $242,840
    From this org
    $0
    From related orgs
    $217,550
    Other
    $25,290
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $184,715 related
    Bonus
    $0 + $32,835 related
    Other
    $0
    Deferred
    $0 + $16,290 related
    Nontaxable benefits
    $0 + $9,000 related
    Filer's total
    $0 + $242,840 related

  • Donna Waites

    President - elected July 2022

    Total calculated
    $166,055
    From this org
    $0
    From related orgs
    $133,325
    Other
    $32,730
    Hours/week
    40

  • J Anderson Folsom

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Gerald Smalls

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Brian Murrell

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Thomas P Otis

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Sr Judith Ann Karam CSA

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Joseph Lee Pearson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • J Michael McCabe CFP

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Patricia J Moore-Pastides MPH

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Pamela T Bryant

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Maria Smoak

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Macon Lovelace

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Reshma Khan

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Ronald Pitner PhD

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Julio E Mendoza Jr

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lisa Garnett Bernardin

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Karen Smith

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mitch Watson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Tiger Wells

    Trustee

    Total calculated
    $0
    Hours/week
    1

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
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4
The following SCHS executive staff received payment from SCHS in the amount of $20,500 for a supplemental retirement plan (SERP): Melissa Rogers and Janice Murphy
Schedule J, Part I, Line 7
The President of the Sisters of Charity Foundation of South Carolina is eligible for an incentive compensation plan. The annual bonus is calculated and approved by the Foundation Board Chair and the SCHS Board designee based on goals achieved.

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

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • St Vincent Medical Group

    C · Medical Services · OH · 100% owned · controlled entity

    Directly controlled by St Vincent Medical Center

  • SCHS Insurance Co LTD

    C · Insurance · CJ · 100% owned · controlled entity

    Directly controlled by SCHS

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202343199349307124

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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