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← ASSOCIATED CATHOLIC CHARITIES INC

Form 990 for tax year 2023

Filed by ASSOCIATED CATHOLIC CHARITIES INC.

Totals

Total revenue
$136,525,273
Total expenses
$133,988,364
Contributions and grants received
$86,444,702
Grants paid
$3,822,684
Program service revenue
$39,967,785
Investment income
$9,223,064
Other revenue
$889,722
Total assets, end of year
$226,232,487
Total liabilities, end of year
$54,492,403
Net assets or fund balances, end of year
$171,740,084
Program services expenses (Part IX)
$113,986,260
Management and general expenses
$17,586,088
Fundraising expenses
$2,416,016
Program service expenses (Part III)
$113,986,260

Program services were 85.1% 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

    $322,087

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $460,065

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $72,615,932

  • 1f · All other contributions, gifts and grants

    $13,046,618

  • 1g · Noncash contributions included above

    $363,731

  • 2a · Program service revenue: Medicaid

    total $34,739,520 · related or exempt $34,739,520 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Assisted Living Program Fees

    total $2,749,666 · related or exempt $2,749,666 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Fees from Individuals and Third Parties

    total $2,133,291 · related or exempt $2,133,291 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: Entitlements

    total $96,402 · related or exempt $96,402 · unrelated business $0 · excluded $0

  • 2e · Program service revenue: Other fees

    total $248,906 · related or exempt $248,906 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $3,469,163 · related or exempt $0 · unrelated business $0 · excluded $3,469,163

  • 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

  • 6a · Gross rents

    real property $40,453 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $40,453 · personal property $0

  • 6d · Net rental income or loss

    total $40,453 · related or exempt $40,453 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $61,985,803 · other assets $505,917

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

    securities $56,737,819 · other assets $0

  • 7c · Gain or loss

    securities $5,247,984 · other assets $505,917

  • 7d · Net gain or loss

    total $5,753,901 · related or exempt $5,753,901 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $163,330

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

    $460,065

  • 8b · Fundraising events: direct expenses

    $134,818

  • 8c · Net income from fundraising events

    total $28,512 · unrelated business $0 · excluded $28,512

  • 11a · Other revenue: Loan Forgiveness

    total $500,000 · related or exempt $500,000 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $320,757 · related or exempt $320,757 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $820,757

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,114,501 · program services $2,114,501

  • 2 · Grants to domestic individuals

    total $1,708,183 · program services $1,708,183

  • 5 · Compensation of officers, directors and key employees

    total $3,313,314 · program services $0 · management and general $3,313,314 · fundraising $0

  • 7 · Other salaries and wages

    total $74,301,688 · program services $67,906,747 · management and general $5,412,008 · fundraising $982,933

  • 8 · Pension plan contributions

    total $3,936,713 · program services $3,395,759 · management and general $504,869 · fundraising $36,085

  • 9 · Other employee benefits

    total $11,508,036 · program services $10,206,672 · management and general $1,149,649 · fundraising $151,715

  • 10 · Payroll taxes

    total $5,676,991 · program services $4,988,749 · management and general $615,320 · fundraising $72,922

  • 11b · Fees: legal

    total $231,850 · program services $0 · management and general $231,850 · fundraising $0

  • 11c · Fees: accounting

    total $182,918 · program services $15,000 · management and general $167,918 · fundraising $0

  • 11f · Fees: investment management

    total $182,483 · program services $0 · management and general $182,483 · fundraising $0

  • 11g · Fees: other

    total $2,619,138 · program services $1,631,030 · management and general $774,147 · fundraising $213,961

  • 12 · Advertising and promotion

    total $916,334 · program services $653,276 · management and general $226,403 · fundraising $36,655

  • 13 · Office expenses

    total $2,679,198 · program services $1,863,960 · management and general $200,319 · fundraising $614,919

  • 14 · Information technology

    total $2,712,461 · program services $1,048,447 · management and general $1,631,327 · fundraising $32,687

  • 16 · Occupancy

    total $7,718,285 · program services $6,934,754 · management and general $710,476 · fundraising $73,055

  • 17 · Travel

    total $910,870 · program services $881,859 · management and general $28,163 · fundraising $848

  • 19 · Conferences, conventions and meetings

    total $1,012,313 · program services $748,327 · management and general $252,659 · fundraising $11,327

  • 20 · Interest

    total $659,175 · program services $128,343 · management and general $530,832 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $3,405,175 · program services $2,369,998 · management and general $1,035,177 · fundraising $0

  • 23 · Insurance

    total $2,131,460 · program services $1,998,557 · management and general $117,017 · fundraising $15,886

  • 24a · Other expenses: Food

    total $3,845,506 · program services $3,845,281 · management and general $225 · fundraising $0

  • 24b · Other expenses: Recruitment Costs

    total $550,376 · program services $392,294 · management and general $131,806 · fundraising $26,276

  • 24c · Other expenses: Temporary Help

    total $340,324 · program services $318,272 · management and general $22,052 · fundraising $0

  • 24d · Other expenses: Bad Debts

    total $476,754 · program services $476,754 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $854,318 · program services $359,497 · management and general $348,074 · fundraising $146,747

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,471,162 · end of year $2,302,374

  • 2 · Savings and temporary cash investments

    beginning of year $9,340,164 · end of year $9,469,277

  • 3 · Pledges and grants receivable

    beginning of year $43,803,058 · end of year $29,197,160

  • 4 · Accounts receivable

    beginning of year $37,967,362 · end of year $41,654,445

  • 7 · Other notes and loans receivable

    beginning of year $5,980,900 · end of year $5,980,900

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,502,953 · end of year $1,523,977

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

    $116,366,007

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

    $71,715,512

  • 10c · Land, buildings and equipment, net

    beginning of year $42,763,327 · end of year $44,650,495

  • 11 · Investments: publicly traded securities

    beginning of year $78,492,012 · end of year $84,977,803

  • 13 · Investments: program-related

    beginning of year $1,148,696 · end of year $1,148,696

  • 15 · Other assets

    beginning of year $5,871,758 · end of year $5,327,360

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,172,766 · end of year $13,809,298

  • 19 · Deferred revenue

    beginning of year $5,121,340 · end of year $2,928,070

  • 20 · Tax-exempt bond liabilities

    beginning of year $17,732,111 · end of year $17,286,275

  • 21 · Escrow or custodial account liability

    beginning of year $597,095 · end of year $433,954

  • 23 · Secured mortgages and notes payable

    beginning of year $14,327,637 · end of year $13,304,252

  • 24 · Unsecured notes and loans payable

    beginning of year $68,243 · end of year $68,243

  • 25 · Other liabilities

    beginning of year $8,441,070 · end of year $6,662,311

  • 27 · Net assets without donor restrictions

    beginning of year $72,409,325 · end of year $82,193,321

  • 28 · Net assets with donor restrictions

    beginning of year $98,471,805 · end of year $89,546,763

Mission and programs · 2023

Mission

Inspired by the Gospel mandates to love, serve and teach, Catholic Charities provides care and services to improve the lives of Marylanders in need.

  • Family Services programs include a continuum of behavioral health and special education services to children and their families ranging from counseling to intensive residential treatment. Villa Maria School provides educational and clinical services for children with significant emotional, behavioral, and learning challenges. St. Vincent's Villa offers residential treatment and diagnostic services for children between the ages of 5 and 13 with significant emotional and behavioral challenges. The goal is to move the children back to the community as soon as they are ready with all the necessary support and services to ensure long-term success. Behavioral Health Clinics provide individual and family mental and behavioral health and substance use disorder outpatient services in Baltimore City and seven Maryland counties. Gallagher Services provides support for adults with developmental disabilities in group homes throughout our community. Many Gallagher individuals participate in training programs, classes and partnerships to live the life of their choice. Safe Streets is designed to reduce shooting and homicides in areas that are disproportionately affected by gun violence by mediating disputes.

    Expenses $74,201,753 · Grants $114,303 · Revenue $83,854,482

  • Senior Communities has developed and currently manages 24 communities providing quality, accessible and affordable housing to more than 1,700 residents and provides congregate housing services including meals, light housekeeping and personal care to allow seniors to continue living on their own. St. Ann Adult Day Care is a day program for older adults that provides activities, socialization and medical supervision so that loved ones can continue to live at home. Caritas House Assisted Living provides care and assistance for seniors 62 and older who require help in performing daily activities and can no longer live independently.

    Expenses $4,140,305 · Grants $48,743 · Revenue $4,949,025

  • Community Services programs support people impacted by poverty as follows: My Sister's Place Women's Center is Baltimore City's longest-serving women's day shelter and resource center for women and children experiencing homelessness and poverty. Supportive housing programs offer emergency, transitional, and permanent housing with an array of other services such as case management, counseling, career and life skills and employment assistance to help residents resume stable, independent lives. Our Daily Bread Employment Center helps people in need with a daily hot meal, case management, job training and employment counseling. Head Start and Early Head Start programs are child and family development programs that enables children to be better prepared when entering kindergarten, thereby improving the likelihood of their success in school and in life. The Esperanza Center is a comprehensive immigrant resource center that offers hope by providing essential services, referrals, ESL education, healthcare, and low-cost immigration legal services. The Weinberg Housing and Resource Center provides homeless services to adult men and women in Baltimore City.

    Expenses $28,723,487 · Grants $1,545,138 · Revenue $31,240,244

  • Some affiliated organizations included in Associated Catholic Charities' consolidated financial statements receive agency funding to support their various programs from the Organization. While in consolidation this funding is eliminated, since this return only reflects Associated Catholic Charities, the financial support provided is an expense of the Organization.

    Expenses $6,920,715 · Grants $2,114,501

As filed on the 2023 return.

Listed in Part VII

  • William J McCarthy Jr

    Secretary

    Total calculated
    $528,560
    From this org
    $456,529
    From related orgs
    $0
    Other
    $72,031
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $448,080
    Bonus
    $0
    Other
    $8,449
    Deferred
    $50,849
    Nontaxable benefits
    $21,182
    Filer's total
    $528,560

  • Ronald F Means

    Psychiatrist

    Total calculated
    $358,004
    From this org
    $344,246
    From related orgs
    $0
    Other
    $13,758
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $342,028
    Bonus
    $0
    Other
    $2,218
    Deferred
    $13,758
    Nontaxable benefits
    $0
    Filer's total
    $358,004

  • Mohammed Younus

    Psychiatrist

    Total calculated
    $337,045
    From this org
    $299,136
    From related orgs
    $0
    Other
    $37,909
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $298,878
    Bonus
    $0
    Other
    $258
    Deferred
    $12,293
    Nontaxable benefits
    $25,615
    Filer's total
    $337,044

  • Enrique I Oviedo

    Psychiatrist

    Total calculated
    $316,375
    From this org
    $278,986
    From related orgs
    $0
    Other
    $37,389
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $277,081
    Bonus
    $0
    Other
    $1,905
    Deferred
    $11,773
    Nontaxable benefits
    $25,615
    Filer's total
    $316,374

  • Sarah Beckwith

    Chief Financial Officer

    Total calculated
    $265,916
    From this org
    $218,392
    From related orgs
    $0
    Other
    $47,524
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $210,988
    Bonus
    $0
    Other
    $7,403
    Deferred
    $24,982
    Nontaxable benefits
    $22,542
    Filer's total
    $265,915

  • Kevin M Keegan

    Division Director

    Total calculated
    $265,461
    From this org
    $215,245
    From related orgs
    $0
    Other
    $50,216
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $209,420
    Bonus
    $0
    Other
    $5,824
    Deferred
    $24,601
    Nontaxable benefits
    $25,615
    Filer's total
    $265,460

  • Ashley Valis

    Chief Operating Officer

    Total calculated
    $264,136
    From this org
    $240,343
    From related orgs
    $0
    Other
    $23,793
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $236,700
    Bonus
    $0
    Other
    $3,643
    Deferred
    $23,793
    Nontaxable benefits
    $0
    Filer's total
    $264,136

  • Amy N Collier

    Division Director

    Total calculated
    $254,600
    From this org
    $233,171
    From related orgs
    $0
    Other
    $21,429
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $192,917
    Bonus
    $0
    Other
    $40,254
    Deferred
    $21,429
    Nontaxable benefits
    $0
    Filer's total
    $254,600

  • Caroline D Brozyna

    Psychiatrist

    Total calculated
    $251,953
    From this org
    $242,032
    From related orgs
    $0
    Other
    $9,921
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $241,218
    Bonus
    $0
    Other
    $815
    Deferred
    $9,921
    Nontaxable benefits
    $0
    Filer's total
    $251,954

  • Ewere Osian-Dugan

    Psychiatrist

    Total calculated
    $244,604
    From this org
    $210,046
    From related orgs
    $0
    Other
    $34,558
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $208,495
    Bonus
    $0
    Other
    $1,551
    Deferred
    $8,943
    Nontaxable benefits
    $25,615
    Filer's total
    $244,604

  • Zachary Richards

    Nursing Home Administrator

    Total calculated
    $226,660
    From this org
    $180,389
    From related orgs
    $0
    Other
    $46,271
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $177,293
    Bonus
    $0
    Other
    $3,096
    Deferred
    $20,655
    Nontaxable benefits
    $25,615
    Filer's total
    $226,659

  • Mary Choplick

    Division Director

    Total calculated
    $189,713
    From this org
    $147,288
    From related orgs
    $0
    Other
    $42,425
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $141,987
    Bonus
    $0
    Other
    $5,301
    Deferred
    $16,809
    Nontaxable benefits
    $25,615
    Filer's total
    $189,712

  • Archbishop William E Lori

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Theresa D Becks

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Stephen J Bisciotti

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Pamela W Gray

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Most Rev Denis J Madden

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mark G McGlone

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Catherine Motz

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Tamla Olivier

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Most Rev Adam J Parker

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Brett Plano

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Michael R Smith

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • John P Stanton

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Rob Biagiotti

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Salvatore DiPaola

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Sam Malhotra

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Natalie McSherry

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Daniel Rizzo

    President

    Total calculated
    $0
    Hours/week
    1

  • Carlos Munoz-Lucas

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Louis P Mathews Jr

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Marc Wyatt

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Most Rev Bruce Lewandowski

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • The Honorable Marielsa Bernard

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Michael Bison

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • John Minutoli

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dr Mimi Novello

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Aileen Eskildsen

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mark Finn

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mary Gunning

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Aisha Jorge Massengill

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jeff Nattans

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Terrence Sawyer

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jason Babik

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Phyliss Bull

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jack Cavanaugh

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dawn White

    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

  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4
During the calendar year ended December 31, 2023, the following officers or key employees participated in ACC's supplemental executive retirement plan (SERP) and received contributions to their account: William J. McCarthy, Jr. ($32,538), Sarah I Beckwith ($15,986), Ashley Valis ($15,225), Kevin Keegan ($15,742), Amy Collier ($13,712), Zachary Richards ($13,217), Mary Choplick ($10,756). Accumulated contributions to participant accounts at December 31, 2023 were unvested, and may never become vested and thus may never be distributed. Balances in participants' SERP accounts are subject to forfeiture if the participant voluntarily terminates employment prior to his or her applicable vesting date under the agreement. In addition, under current law, interests under the SERP are reportable taxable compensation when they become vested even if those amounts are not yet payable to the participant (and even if those amounts are never paid to the participant). No rollover or other tax-deferral options are available to participants. Participants' interests under the SERP are not guaranteed or secured in any way and at all times are subject to claims of the Organization's bankruptcy creditors. Amy Collier received a distribution of the vested balance in her SERP account in November 2023 totaling $37,258, which is included in Other Reportable Compensation in column B(iii) of Schedule J. This amount is also included in Column F of Schedule J. Cash payments in lieu of SERP and contributions to SERP participant accounts are evaluated by the independent compensation consultant and approved by ACC's compensation committee.

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

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Belair Limited Partnership

    Related · Senior housing · MD · general or managing partner

    Directly controlled by Belair Senior Housing Inc

  • Hollins Ferry Senior Housing Limited Partnership

    Related · Senior housing · MD

    Directly controlled by Hollins Ferry Road Apartments Inc

  • St Marks Limited Partnership

    Related · Senior housing · MD · general or managing partner

    Directly controlled by St Marks Housing Inc

  • Village Crossroads Senior Housing Limited Partnership

    Related · Senior Housing · MD

    Directly controlled by Village Crossroads Senior Housing Inc

  • Basilica Place Limited Partnership

    Related · Senior Housing · MD

    Directly controlled by BPL Inc

Related corporations and trusts

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

  • Belair Senior Housing Inc

    C · Senior housing · MD · 100% owned · controlled entity

    Directly controlled by Associated Catholic Charities Inc

  • Hollins Ferry Road Apartments Inc

    C · Senior Housing · MD · 100% owned · controlled entity

    Directly controlled by Associated Catholic Charities Inc

  • St Marks Housing Inc

    C · Senior housing · MD · 100% owned · controlled entity

    Directly controlled by Associated Catholic Charities Inc

  • Village Crossroads Senior Housing Inc

    C · Senior Housing · MD · 100% owned · controlled entity

    Directly controlled by Associated Catholic Charities Inc

  • BPL Inc

    C · Senior Housing · MD · 55% owned · controlled entity

    Directly controlled by Associated Catholic Charities

Provenance

Return type
form_990
Tax year
2023
Filed
1 May 2025
IRS schema version
2023v6.0
Source object
202501219349302140

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