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
-
$185,000
-
Enterprise Community Partners Inc
$130,000
-
$67,500
-
$52,000
-
$50,000
-
$50,000
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.
-
Sisters of Charity Foundation of SC (SCFSC)
501(c)(3) · Charitable Org · SC · controlled entity
Directly controlled by SCHS
-
Sisters of Charity Foundation of Canton (CAF)
501(c)(3) · Charitable Org · OH · controlled entity
Directly controlled by SCHS
-
SOC of St Augustine Health System (SCHS)
501(c)(3) · Charitable Org · OH
-
Sisters of Charity of St Augustine
501(c)(3) · Religious Order · OH
-
501(c)(3) · Charitable Org · SC · controlled entity
Directly controlled by SCHS
-
Early Childhood Resource Center
501(c)(3) · Charitable Org · OH · controlled entity
Directly controlled by CAF
-
501(c)(3) · Charitable Org · OH · controlled entity
Directly controlled by SCHS
-
South Carolina Center for Fathers and Families
501(c)(3) · Charitable Org · SC · controlled entity
Directly controlled by SCFSC
-
501(c)(3) · Retirement Home · OH · controlled entity
Directly controlled by SCHS
-
St Vincent Charity Medical Center (SVCMC)
501(c)(3) · Hospital · OH · controlled entity
Directly controlled by SCHS
-
501(c)(3) · Retirement Home · OH · controlled entity
Directly controlled by SCHS
-
501(c)(3) · Charitable Org · SC · controlled entity
Directly controlled by SCHS
-
501(c)(3) · Charitable Org · OH · controlled entity
Directly controlled by SCHS
-
St Vincent Charity Health Campus Inc
501(c)(3) · Charitable Org · OH · controlled entity
Directly controlled by SCHS
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
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