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Nonprofiteer
← UNITED STATES CATHOLIC CONFERENCE

Form 990 for tax year 2023

Filed by UNITED STATES CATHOLIC CONFERENCE.

Totals

Total revenue
$2,201,526
Total expenses
$1,608,241
Contributions and grants received
$2,004,398
Grants paid
$0
Program service revenue
$0
Investment income
$192,395
Other revenue
$4,733
Total assets, end of year
$5,467,246
Total liabilities, end of year
$205,065
Net assets or fund balances, end of year
$5,262,181
Program services expenses (Part IX)
$1,387,682
Management and general expenses
$64,608
Fundraising expenses
$155,951
Program service expenses (Part III)
$1,387,682

Program services were 86.3% 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

    $106,883

  • 1d · Related organizations

    $55,779

  • 1e · Government grants (contributions)

    $655,745

  • 1f · All other contributions, gifts and grants

    $1,185,991

  • 1g · Noncash contributions included above

    $6,880

  • 3 · Investment income

    total $33,806 · related or exempt $0 · unrelated business $0 · excluded $33,806

  • 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 $704,886 · other assets $0

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

    securities $546,297 · other assets $0

  • 7c · Gain or loss

    securities $158,589 · other assets $0

  • 7d · Net gain or loss

    total $158,589 · related or exempt $0 · unrelated business $0 · excluded $158,589

  • 8a · Fundraising events: gross income

    $22,883

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

    $106,883

  • 8b · Fundraising events: direct expenses

    $18,150

  • 8c · Net income from fundraising events

    total $4,733 · unrelated business $0 · excluded $4,733

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $121,620 · program services $91,215 · management and general $30,405

  • 7 · Other salaries and wages

    total $642,106 · program services $629,264 · management and general $12,842

  • 8 · Pension plan contributions

    total $63,668 · program services $60,111 · management and general $3,557

  • 9 · Other employee benefits

    total $87,320 · program services $83,205 · management and general $4,115

  • 10 · Payroll taxes

    total $58,395 · program services $57,227 · management and general $1,168

  • 11c · Fees: accounting

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

  • 11f · Fees: investment management

    total $11,451 · program services $11,451

  • 11g · Fees: other

    total $48,631 · program services $48,631

  • 13 · Office expenses

    total $14,827 · program services $11,161 · management and general $3,666

  • 14 · Information technology

    total $28,283 · program services $25,417 · management and general $2,866

  • 16 · Occupancy

    total $77,315 · program services $77,315

  • 17 · Travel

    total $7,049 · program services $7,049

  • 19 · Conferences, conventions and meetings

    total $1,229 · program services $1,229

  • 22 · Depreciation, depletion and amortization

    total $112,256 · program services $112,256

  • 23 · Insurance

    total $32,931 · program services $31,942 · management and general $989

  • 24a · Other expenses: Food & supplies

    total $51,075 · program services $51,075 · management and general $0

  • 24b · Other expenses: Temporary Personnel (VNA)

    total $39,310 · program services $39,310 · management and general $0

  • 24c · Other expenses: Medical director

    total $24,508 · program services $24,508 · management and general $0 · fundraising $0

  • 24d · Other expenses: Fund development

    total $155,951 · program services $0 · management and general $0 · fundraising $155,951

  • 24e · All other expenses

    total $25,316 · program services $25,316

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $338,348 · end of year $290,083

  • 4 · Accounts receivable

    beginning of year $179,482 · end of year $1,117,744

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,411

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

    $2,066,102

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

    $916,919

  • 10c · Land, buildings and equipment, net

    beginning of year $1,245,772 · end of year $1,149,183

  • 11 · Investments: publicly traded securities

    beginning of year $2,366,600 · end of year $2,910,236

  • 17 · Accounts payable and accrued expenses

    beginning of year $139,542 · end of year $131,315

  • 19 · Deferred revenue

    beginning of year $155,000 · end of year $73,750

  • 24 · Unsecured notes and loans payable

    beginning of year $350,000 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $2,823,824 · end of year $4,636,771

  • 28 · Net assets with donor restrictions

    beginning of year $665,247 · end of year $625,410

Mission and programs · 2023

Mission

Joseph and Mary's Home, a ministry of the Sisters of Charity of St. Augustine, provides a nurturing caring environment for both men and women without resources who have acute medical needs helping them heal and achieve independence.

Activities or mission (Part I)

To support the mission and ministry of the Sisters of Charity of St. Augustine, Joseph and Mary's Home provides medical respite to homeless men and women through temporary emergency shelter and assists them in achieving medical stability and permanent housing.

  • Joseph's Home was established in 2000 as a ministry of the Sisters of Charity Health System (SCHS). Mary's Home was established in 2022. It is the only medical respite program providing temporary emergency shelter to homeless individuals in Northeast Ohio. Homeless men and women with acute medical issues, age 18 years and older, are referred through Cuyahoga County's Centralized Coordinated Intake. Joseph and Mary's Home 24 hour interdisciplinary team work with each individual through an integrated health approach to increase medical, financial and housing stability. After discharge services continue with care coordination and ongoing support to assist individuals in achieving long term medical and housing stability. In 2023, 57 men and 39 women were residents at Joseph's and Mary's Home, respectively.

    Expenses $1,387,682

As filed on the 2023 return.

Listed in Part VII

  • Melissa Rogers

    Assistant Treasurer

    Total calculated
    $540,470
    From this org
    $0
    From related orgs
    $460,450
    Other
    $80,020
    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 + $53,700 related
    Nontaxable benefits
    $0 + $26,320 related
    Filer's total
    $0 + $540,470 related

  • Heather Stoll

    Board Member (1/1/23-6/30/23)

    Total calculated
    $263,215
    From this org
    $0
    From related orgs
    $231,350
    Other
    $31,865
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $133,955 related
    Bonus
    $0
    Other
    $0 + $97,395 related
    Deferred
    $0 + $11,865 related
    Nontaxable benefits
    $0 + $20,000 related
    Filer's total
    $0 + $263,215 related

  • Miquel Chavez

    Board Member (7/1/23-12/31/23)

    Total calculated
    $213,420
    From this org
    $0
    From related orgs
    $170,015
    Other
    $43,405
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,665 related
    Bonus
    $0
    Other
    $0 + $350 related
    Deferred
    $0 + $17,085 related
    Nontaxable benefits
    $0 + $26,320 related
    Filer's total
    $0 + $213,420 related

  • Bethany Graham

    Executive Director

    Total calculated
    $141,845
    From this org
    $121,620
    From related orgs
    $0
    Other
    $20,225
    Hours/week
    40

  • Anthony Searcy

    Board Chair

    Total calculated
    $0
    Hours/week
    1

  • Deanna Moore

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Lisa Zimmerman

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Michael Spangler CPA

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Russell Hunt

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sr Mary Dorothy Tecca CSA

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Richard Stuhan

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jeanne Colleran

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Benjamin L Stulberg

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jesse Honsky

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Michel Nouafo

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Daniel Welker

    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
Melissa Rogers received a payment in the amount of $20,500 for a supplemental executive retirement plan (SERP).
Schedule J, Part I, Line 7
The Executive Director receives a discretionary bonus based on perfomance goals and objectives. This bonus is approved by the board chair.

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.

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 · controlled entity

    Directly controlled by SVCMC

  • SCHS Insurance Co Ltd

    C · Insurance · CJ · controlled entity

    Directly controlled by SCHS

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.0
Source object
202443189349305534

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