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← UNITED STATES CATHOLIC CONFERENCE

Form 990 for tax year 2024

Filed by UNITED STATES CATHOLIC CONFERENCE.

Totals

Total revenue
$2,987,285
Total expenses
$2,827,960
Contributions and grants received
$340,410
Grants paid
$1,895,545
Program service revenue
$0
Investment income
$2,646,875
Other revenue
$0
Total assets, end of year
$54,939,123
Total liabilities, end of year
$417,455
Net assets or fund balances, end of year
$54,521,668
Program services expenses (Part IX)
$2,692,810
Management and general expenses
$135,150
Fundraising expenses
$0
Program service expenses (Part III)
$2,692,810

Program services were 95.2% 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

    $340,410

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $873,585 · related or exempt $873,585 · unrelated business $0 · excluded $0

  • 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 $24,618,428 · other assets $0

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

    securities $22,845,138 · other assets $0

  • 7c · Gain or loss

    securities $1,773,290 · other assets $0

  • 7d · Net gain or loss

    total $1,773,290 · related or exempt $0 · unrelated business $0 · excluded $1,773,290

  • 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 $1,895,545 · program services $1,895,545

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $10,000 · program services $8,000 · management and general $2,000 · fundraising $0

  • 6 · Compensation of disqualified persons

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

  • 7 · Other salaries and wages

    total $313,605 · program services $250,985 · management and general $62,620 · fundraising $0

  • 8 · Pension plan contributions

    total $23,905 · program services $19,125 · management and general $4,780 · fundraising $0

  • 9 · Other employee benefits

    total $58,425 · program services $46,740 · management and general $11,685 · fundraising $0

  • 10 · Payroll taxes

    total $26,680 · program services $21,345 · management and general $5,335 · fundraising $0

  • 11a · Fees: management

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

  • 11b · Fees: legal

    total $26,315 · program services $0 · management and general $26,315 · fundraising $0

  • 11c · Fees: accounting

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

  • 11d · Fees: lobbying

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

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $204,865 · program services $204,865 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $3,790 · program services $3,790 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $18,920 · program services $18,920 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $8,280 · program services $8,280 · management and general $0 · fundraising $0

  • 14 · Information technology

    total $30,645 · program services $24,515 · management and general $6,130 · fundraising $0

  • 15 · Royalties

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

  • 16 · Occupancy

    total $71,695 · program services $57,355 · management and general $14,340 · fundraising $0

  • 17 · Travel

    total $3,540 · program services $3,540 · management and general $0 · fundraising $0

  • 18 · Travel or entertainment for public officials

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

  • 19 · Conferences, conventions and meetings

    total $2,915 · program services $2,915 · management and general $0 · fundraising $0

  • 20 · Interest

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

  • 21 · Payments to affiliates

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

  • 22 · Depreciation, depletion and amortization

    total $1,130 · program services $0 · management and general $1,130 · fundraising $0

  • 23 · Insurance

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

  • 24a · Other expenses: Consulting

    total $126,890 · program services $126,890 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $815 · program services $0 · management and general $815 · fundraising $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 $292,000 · end of year $410,828

  • 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 $8,100 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $1,132

  • 11 · Investments: publicly traded securities

    beginning of year $55,438,101 · end of year $54,528,295

  • 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 $262,161 · end of year $56,072

  • 18 · Grants payable

    beginning of year $99,458 · end of year $21,958

  • 19 · Deferred revenue

    beginning of year $437,261 · end of year $339,425

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $54,275,012 · end of year $53,733,298

  • 28 · Net assets with donor restrictions

    beginning of year $665,441 · end of year $788,370

Mission and programs · 2024

Mission

A ministry of the Sisters of Charity of St Augustine, the Sisters of Charity Foundation of Cleveland (SCFC) works to improve the lives of those most in need with special attention to families and children living in poverty. We strive to reduce homelessness, support the ministries of Catholic Sisters and resolve health and educational disparities for individuals and families in Cleveland's Central Neighborhood.

Activities or mission (Part I)

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

  • Through grantmaking, collaboration, advocacy and more, the Sisters of Charity Foundation of Cleveland works to improve the lives of those most in need with special attention to families living in poverty. The Foundation works to end health disparities and improve educational opportunities in Cuyahoga County, address homelessness and support congregations of women religious.

    Expenses $2,309,460 · Grants $1,895,545 · Revenue $340,410

  • SCFC is the lead convener of the Cleveland Central Promise Neighborhood which is a collective impact initiative that works to transform the educational and developmental outcomes of children and families in the Central Neighborhood. Promise develops an environment and culture where families feel supported so their children can achieve academic, and ultimately, career success. Promise operates with Central residents at the forefront, believing they are the ones who have the biggest impact in leading their neighborhood. Promise engages residents by providing leadership training, resource information, and tools to support them in connecting and sharing with their neighbors those opportunities that provide quality learning for their children. Promise also partners with the nonprofits, early childhood care providers, schools, public housing, libraries, and businesses that provide direct resources to families to ensure their effectiveness through communication and collaboration. It also seeks to identify gaps that can be filled by these partners or others.

    Expenses $383,350

As filed on the 2024 return.

Listed in Part VII

  • Melissa J Rogers

    Assistant Treasurer

    Total calculated
    $415,705
    From this org
    $0
    From related orgs
    $349,550
    Other
    $66,155
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,085 related
    Bonus
    $0
    Other
    $0 + $3,465 related
    Deferred
    $0 + $34,655 related
    Nontaxable benefits
    $0 + $31,500 related
    Filer's total
    $0 + $415,705 related
  • Susanna H Krey

    Former President

    Total calculated
    $370,735
    From this org
    $0
    From related orgs
    $348,235
    Other
    $22,500
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $348,235 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $22,500 related
    Filer's total
    $0 + $370,735 related
  • Janice Murphy

    Board Member (through July 31)

    Total calculated
    $343,750
    From this org
    $0
    From related orgs
    $307,000
    Other
    $36,750
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $295,875 related
    Bonus
    $0
    Other
    $0 + $11,125 related
    Deferred
    $0 + $29,250 related
    Nontaxable benefits
    $0 + $7,500 related
    Filer's total
    $0 + $343,750 related
  • Marisa Rohn

    Interim President

    Total calculated
    $288,630
    From this org
    $0
    From related orgs
    $257,630
    Other
    $31,000
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,800 related
    Bonus
    $0 + $36,200 related
    Other
    $0 + $650 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $11,200 related
    Filer's total
    $0 + $288,650 related
  • Sr Marian Durkin CSA

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Forrest Faison MD

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Sean Hennessy

    Treasurer

    Total calculated
    $0
    Hours/week
    1
  • Aaron OBrien

    Board Chair

    Total calculated
    $0
    Hours/week
    1
  • Grace Roberts

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Robert Belden

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Sr Susan Durkin OSU

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Tari Rivera

    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
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4
As former President of the Sisters of Charity Foundation of Cleveland, Susanna Krey received severance pay in 2024.
Schedule J, Part I, Line 7
Marisa Rohn, Interim Executive Director, served in a dual role as President of Sisters of Charity Foundation of Canton, a related organization, in 2024. She was awarded a bonus from this organization based on achievement of performance goals. She was also awarded additional compensation for her interim role in Cleveland.

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 · 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
2024
Filed
15 November 2025
IRS schema version
2024v5.0
Source object
202513189349304766

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

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