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← CATHOLIC CHARITIES SOUTHWESTERN OHIO

Form 990 for tax year 2023

Filed by CATHOLIC CHARITIES SOUTHWESTERN OHIO.

Totals

Total revenue
$9,079,088
Total expenses
$9,238,732
Contributions and grants received
$8,215,240
Grants paid
$1,735,931
Program service revenue
$687,825
Investment income
$147,161
Other revenue
$28,862
Total assets, end of year
$9,542,984
Total liabilities, end of year
$1,746,467
Net assets or fund balances, end of year
$7,796,517
Program services expenses (Part IX)
$7,455,048
Management and general expenses
$1,304,373
Fundraising expenses
$479,311
Program service expenses (Part III)
$7,455,048

Program services were 80.7% 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

    $495,807

  • 1c · Fundraising events

    $53,000

  • 1e · Government grants (contributions)

    $3,697,630

  • 1f · All other contributions, gifts and grants

    $3,968,803

  • 1g · Noncash contributions included above

    $1,072,307

  • 2a · Program service revenue: Program Services

    total $687,825 · related or exempt $687,825

  • 3 · Investment income

    total $143,224 · excluded $143,224

  • 7a · Gross sales of assets other than inventory

    securities $489,102

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

    securities $485,165

  • 7c · Gain or loss

    securities $3,937

  • 7d · Net gain or loss

    total $3,937 · excluded $3,937

  • 8a · Fundraising events: gross income

    $104,444

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

    $53,000

  • 8b · Fundraising events: direct expenses

    $79,162

  • 8c · Net income from fundraising events

    total $25,282 · excluded $25,282

  • 11a · Other revenue: Miscellaneous

    total $3,580 · excluded $3,580

  • 11e · Other revenue, total

    $3,580

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,735,931 · program services $1,735,931

  • 5 · Compensation of officers, directors and key employees

    total $413,217 · program services $73,024 · management and general $340,193

  • 7 · Other salaries and wages

    total $3,783,473 · program services $3,047,497 · management and general $444,841 · fundraising $291,135

  • 8 · Pension plan contributions

    total $113,271 · program services $101,906 · fundraising $11,365

  • 9 · Other employee benefits

    total $716,232 · program services $590,733 · management and general $70,660 · fundraising $54,839

  • 10 · Payroll taxes

    total $332,049 · program services $250,580 · management and general $58,654 · fundraising $22,815

  • 11b · Fees: legal

    total $4,507 · program services $3,495 · management and general $808 · fundraising $204

  • 11c · Fees: accounting

    total $53,700 · program services $41,642 · management and general $9,629 · fundraising $2,429

  • 11f · Fees: investment management

    total $4,610 · management and general $4,610

  • 11g · Fees: other

    total $623,171 · program services $483,243 · management and general $111,745 · fundraising $28,183

  • 12 · Advertising and promotion

    total $95,157 · program services $52,835 · management and general $25,485 · fundraising $16,837

  • 13 · Office expenses

    total $269,822 · program services $163,712 · management and general $103,432 · fundraising $2,678

  • 16 · Occupancy

    total $343,281 · program services $256,419 · management and general $63,244 · fundraising $23,618

  • 17 · Travel

    total $40,852 · program services $39,869 · management and general $983

  • 19 · Conferences, conventions and meetings

    total $55,511 · program services $30,822 · management and general $14,867 · fundraising $9,822

  • 22 · Depreciation, depletion and amortization

    total $52,816 · program services $42,877 · management and general $7,210 · fundraising $2,729

  • 23 · Insurance

    total $22,747 · program services $12,630 · management and general $6,092 · fundraising $4,025

  • 24a · Other expenses: Senior Volunteer Costs

    total $367,298 · program services $367,298

  • 24b · Other expenses: Other Direct

    total $191,176 · program services $149,479 · management and general $36,587 · fundraising $5,110

  • 24c · Other expenses: Membership Dues

    total $19,911 · program services $11,056 · management and general $5,333 · fundraising $3,522

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $558,417 · end of year $452,593

  • 3 · Pledges and grants receivable

    beginning of year $204,301 · end of year $250,139

  • 4 · Accounts receivable

    beginning of year $723,359 · end of year $858,396

  • 9 · Prepaid expenses and deferred charges

    beginning of year $151,797 · end of year $96,369

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

    $759,651

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

    $630,546

  • 10c · Land, buildings and equipment, net

    beginning of year $180,358 · end of year $129,105

  • 11 · Investments: publicly traded securities

    beginning of year $5,816,908 · end of year $6,446,397

  • 15 · Other assets

    beginning of year $1,217,712 · end of year $1,309,985

  • 17 · Accounts payable and accrued expenses

    beginning of year $347,243 · end of year $335,318

  • 19 · Deferred revenue

    beginning of year $21,350 · end of year $36,647

  • 25 · Other liabilities

    beginning of year $1,293,858 · end of year $1,374,502

  • 27 · Net assets without donor restrictions

    beginning of year $6,324,757 · end of year $6,818,982

  • 28 · Net assets with donor restrictions

    beginning of year $865,644 · end of year $977,535

Mission and programs · 2023

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.

  • 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. Through its Refugee Resettlement Services in 2023, Catholic Charities resettled and supported 249 newly arrived refugees, Afghans and Ukrainian evacuees. In addition, the program provided emergency assistance, case management, job readiness, financial literacy and youth mentoring to hundreds more refugee families.

    Expenses $1,903,357 · Grants $626,910

  • Catholic Charities feeds the hungry through emergency food assistance in Hamilton, Clermont, Brown, Adams, Clinton and Highland Counties. Through its food pantries and school-based programs, 412,000 meals were provided to nearly 8,700 residents.

    Expenses $1,127,298 · Grants $1,076,632

  • St. Matthew includes the "stranger" in 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 2023, Su Casa provided emergency assistance stabilization services, ESOL, education, health promotions, case management and family reunification services to over 4,000 clients.

    Expenses $1,082,572 · Grants $29,685 · Revenue $15,380

  • Additionally, Catholic Charities supported family development by providing Early Childhood Mental Health consultations and Parenting Education to 2,250 parents, children, teachers and daycare providers. Through its AmeriCorps Seniors programming, over 83,000 hours of volunteer services were given to low-income seniors and students in schools. Caregiver assistance supported 226 individuals caring for sick and elderly loved ones. The agency conducted over 3,870 Mental Health Counseling sessions and supported clients with Post-Adoption services. Over 595 clients received immigration legal services, and 2,360 clients accessed translation services in multiple languages through Catholic Charities' AccuracyNow Language Services.

    Expenses $3,341,821 · Grants $2,704 · Revenue $672,445

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jacqueline Rioja Velarde

    Member

    Total calculated
    $0
    Hours/week
    1.5

  • Debbie Kokoruda

    Chair Emeritus

    Total calculated
    $0
    Hours/week
    1.5

  • John Kronenberger

    Treasurer

    Total calculated
    $0
    Hours/week
    1.5

  • Bill Goslee

    Vice-Chair

    Total calculated
    $0
    Hours/week
    1.5

  • Robin Astifan

    Member

    Total calculated
    $0
    Hours/week
    1.5

  • Dr Katherine Sheridan

    Member

    Total calculated
    $0
    Hours/week
    1.5

  • Rebecca Johnson

    Secretary

    Total calculated
    $0
    Hours/week
    1.5

  • Dr Claver Pashi

    Member-Exit 02/28/23

    Total calculated
    $0
    Hours/week
    1.5

  • John Geraghty

    Chair

    Total calculated
    $0
    Hours/week
    1.5

  • Kelly Conner

    Member

    Total calculated
    $0
    Hours/week
    1.5

  • Tara Dahal

    Member

    Total calculated
    $0
    Hours/week
    1.5

  • Lucy Davila-Soto

    Member

    Total calculated
    $0
    Hours/week
    1.5

  • Difolco Fr Tom

    Member

    Total calculated
    $0
    Hours/week
    1.5

  • Williams Tricia

    Member

    Total calculated
    $0
    Hours/week
    1.5

  • Nikki Bialka

    Member-Joined 02/28/23

    Total calculated
    $0
    Hours/week
    1.5

  • Ernie Rummler

    Member-Joined 02/28/23

    Total calculated
    $0
    Hours/week
    1.5

  • Anthony Stieritz

    CEO

    Total calculated
    $202,423
    From this org
    $173,341
    From related orgs
    $0
    Other
    $29,082
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $173,341
    Bonus
    $0
    Other
    $0
    Deferred
    $6,934
    Nontaxable benefits
    $22,148
    Filer's total
    $202,423

  • Ross Hallman

    CFO

    Total calculated
    $101,505
    From this org
    $97,298
    From related orgs
    $0
    Other
    $4,207
    Hours/week
    37.5

  • Patrick Reynolds-Berry

    COO

    Total calculated
    $109,290
    From this org
    $89,994
    From related orgs
    $0
    Other
    $19,296
    Hours/week
    37.5

  • Dan Sarell

    Director of Mission Advancement

    Total calculated
    $134,965
    From this org
    $108,479
    From related orgs
    $0
    Other
    $26,486
    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 $1,069,319 · assets $0

    Directly controlled by Catholic Charities Southwestern Ohio

Provenance

Return type
form_990
Tax year
2023
Filed
5 August 2024
IRS schema version
2023v5.1
Source object
202422269349301647

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