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← UNITED STATES CATHOLIC CONFERENCE

Form 990 for tax year 2023

Filed by UNITED STATES CATHOLIC CONFERENCE.

Totals

Total revenue
$7,051,355
Total expenses
$5,068,130
Contributions and grants received
$5,000
Grants paid
$3,443,280
Program service revenue
$0
Investment income
$7,046,355
Other revenue
$0
Total assets, end of year
$88,746,032
Total liabilities, end of year
$2,077,389
Net assets or fund balances, end of year
$86,668,643
Program services expenses (Part IX)
$4,771,034
Management and general expenses
$297,096
Fundraising expenses
$0
Program service expenses (Part III)
$4,771,034

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

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $5,000

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $1,202,793 · related or exempt $0 · unrelated business $0 · excluded $1,202,793

  • 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 $25,979,971 · other assets $0

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

    securities $20,136,409 · other assets $0

  • 7c · Gain or loss

    securities $5,843,562 · other assets $0

  • 7d · Net gain or loss

    total $5,843,562 · related or exempt $0 · unrelated business $0 · excluded $5,843,562

  • 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 $3,443,280 · program services $3,443,280

  • 5 · Compensation of officers, directors and key employees

    total $213,735 · program services $160,301 · management and general $53,434

  • 7 · Other salaries and wages

    total $309,092 · program services $231,819 · management and general $77,273

  • 8 · Pension plan contributions

    total $46,393 · program services $34,795 · management and general $11,598

  • 9 · Other employee benefits

    total $75,505 · program services $56,629 · management and general $18,876

  • 10 · Payroll taxes

    total $33,868 · program services $25,401 · management and general $8,467

  • 11c · Fees: accounting

    total $5,000 · management and general $5,000

  • 11f · Fees: investment management

    total $411,777 · program services $411,777

  • 11g · Fees: other

    total $28,162 · program services $28,162

  • 12 · Advertising and promotion

    total $11,802 · program services $11,802

  • 14 · Information technology

    total $1,498 · program services $1,408 · management and general $90

  • 16 · Occupancy

    total $37,743 · program services $28,307 · management and general $9,436

  • 17 · Travel

    total $3,657 · program services $3,657

  • 19 · Conferences, conventions and meetings

    total $4,323 · program services $4,323

  • 22 · Depreciation, depletion and amortization

    total $2,101 · management and general $2,101

  • 23 · Insurance

    total $1,485 · management and general $1,485

  • 24a · Other expenses: Membership Assessment

    total $437,345 · program services $328,009 · management and general $109,336

  • 24b · Other expenses: Dues & Subscriptions

    total $426 · program services $426 · management and general $0 · fundraising $0

  • 24c · Other expenses: Special Activities

    total $938 · program services $938 · management and general $0

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 $235,776 · end of year $231,491

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

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

    $153,375

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

    $150,874

  • 10c · Land, buildings and equipment, net

    beginning of year $4,602 · end of year $2,501

  • 11 · Investments: publicly traded securities

    beginning of year $85,894,833 · end of year $88,512,040

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $28,215 · end of year $357,327

  • 18 · Grants payable

    beginning of year $2,132,392 · end of year $1,720,062

  • 19 · Deferred revenue

    beginning of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $83,974,604 · end of year $86,668,643

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

The Sisters of Charity Foundation of Canton (CAF) supports and furthers the mission and ministry of the Sisters of Charity of St. Augustine. The principal components of the ministry are health, education, and social services. CAF's focus is on the issues of social justice relating to the poor and underserved in the spirit of Jesus Christ.

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 Canton is a ministry of the Sisters of Charity Health System and is based upon the gospel values, Catholic social teachings, and the charitable mission of the Sisters and the Roman Catholic Church. CAF's focus is to address the needs of the poor and underserved by understanding the root causes of poverty, nurturing the growth of healthy communities emphasizing youth and family and measuring the outcomes of these efforts.

    Expenses $2,350,885 · Grants $1,982,060

  • CAF has focused significant funding and staff resources on Stark County's Homeless Continuum of Care and has helped to establish the Stark Housing Network, a not-for-profit organization dedicated to this work. Communities are required to establish Continuums of Care in order to apply for, receive, and monitor federal and state funding for homeless services. Along with grants targeting specific housing projects, CAF has provided leadership in local and state boards and committees.

    Expenses $1,568,071 · Grants $1,411,166

  • CAF has a long-time commitment to improving early education and care in Stark County and beyond. Programs to improve the quality of young children's early learning experiences outside of the home as well as programs that focus on families as children's first teachers are supported. Along with leading local efforts in early childhood, CAF works across the state and country to affect policy changes and support system building for young children and families. The majority of CAF's early childhood funding is dedicated to supporting a local resource center, a kindergarten readiness program, professional development for teachers and family support programs.

    Expenses $736,074 · Grants $515,075

  • The Sisters of Charity Foundation has a goal to strengthen Stark County's mental health system to ensure high-quality services and fiscally strong organizations are available to those in need, by offering technical assistance and capacity building to local providers and connecting with local and state partners as needed.

    Expenses $116,004 · Grants $5,000

As filed on the 2023 return.

Listed in Part VII

  • Janice Murphy

    Board member

    Total calculated
    $661,695
    From this org
    $0
    From related orgs
    $605,995
    Other
    $55,700
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $594,870 related
    Bonus
    $0
    Other
    $0 + $11,125 related
    Deferred
    $0 + $53,700 related
    Nontaxable benefits
    $0 + $2,000 related
    Filer's total
    $0 + $661,695 related

  • Melissa Rogers

    Assistant Treasurer

    Total calculated
    $540,470
    From this org
    $0
    From related orgs
    $460,450
    Other
    $80,020
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $455,930 related
    Bonus
    $0
    Other
    $0 + $4,520 related
    Deferred
    $0 + $53,700 related
    Nontaxable benefits
    $0 + $26,320 related
    Filer's total
    $0 + $540,470 related

  • Marisa Rohn

    President

    Total calculated
    $247,725
    From this org
    $0
    From related orgs
    $213,735
    Other
    $33,990
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $204,468 related
    Bonus
    $0 + $8,847 related
    Other
    $0 + $420 related
    Deferred
    $0 + $23,690 related
    Nontaxable benefits
    $0 + $10,300 related
    Filer's total
    $0 + $247,725 related

  • Judge Sara Lioi

    Board Chair

    Total calculated
    $0
    Hours/week
    1

  • Joseph Schauer

    Vice Chair and Secretary

    Total calculated
    $0
    Hours/week
    1

  • Judge Rosemarie Hall

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Halm

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Elaine Russell Reolfi

    Board member

    Total calculated
    $0
    Hours/week
    1

  • James Leahy

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dr Albert Domingo

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • C Todd Locke

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Robert Belden

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Debra Bentivegna

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sr Jane Lab CSA

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Joseph R Luckring

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Reverend Benson C Okpara

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jeffery S Talbert

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Janelle Lee

    Board Member

    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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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
Two SCHS executive staff, Melissa Rogers and Janice Murphy, received payments in the amount of $20,500 for Supplemental Executive Retirement plan. (SERP)
Schedule J, Part I, Line 7
The President of the Sisters of Charity Foundation of Canton is eligible for an incentive compensation plan, the annual bonus is calculated and approved by the Foundation board chair and the SCHC 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.

  • SCHS Insurance Co Ltd

    C · Insurance · CJ · controlled entity

    Directly controlled by SCHS

  • St Vincent Medical Group

    C · Medical Services · OH · controlled entity

    Directly controlled by SCHS

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.0
Source object
202403189349305535

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