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Nonprofiteer
← UNITED STATES CATHOLIC CONFERENCE

Form 990 for tax year 2023

Filed by UNITED STATES CATHOLIC CONFERENCE.

Totals

Total revenue
$5,355,282
Total expenses
$4,696,236
Contributions and grants received
$283,948
Grants paid
$2,228,367
Program service revenue
$0
Investment income
$5,071,334
Other revenue
$0
Total assets, end of year
$55,739,333
Total liabilities, end of year
$798,880
Net assets or fund balances, end of year
$54,940,453
Program services expenses (Part IX)
$4,171,961
Management and general expenses
$486,275
Fundraising expenses
$38,000
Program service expenses (Part III)
$4,171,961

Program services were 88.8% 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

    $283,948

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $917,640 · related or exempt $0 · unrelated business $0 · excluded $917,640

  • 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 $18,516,739 · other assets $0

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

    securities $14,363,045 · other assets $0

  • 7c · Gain or loss

    securities $4,153,694 · other assets $0

  • 7d · Net gain or loss

    total $4,153,694 · related or exempt $0 · unrelated business $0 · excluded $4,153,694

  • 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 $2,228,367 · program services $2,228,367

  • 5 · Compensation of officers, directors and key employees

    total $205,807 · program services $154,356 · management and general $51,451

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $667,999 · program services $601,199 · management and general $66,800

  • 8 · Pension plan contributions

    total $64,475 · program services $56,093 · management and general $8,382

  • 9 · Other employee benefits

    total $100,695 · program services $87,605 · management and general $13,090

  • 10 · Payroll taxes

    total $60,652 · program services $52,767 · management and general $7,885

  • 11c · Fees: accounting

    total $5,112 · management and general $5,112

  • 11e · Fees: professional fundraising services

    total $38,000 · fundraising $38,000

  • 11f · Fees: investment management

    total $308,594 · program services $308,594 · management and general $0

  • 11g · Fees: other

    total $32,272 · program services $32,272 · management and general $0

  • 13 · Office expenses

    total $7,977 · program services $5,983 · management and general $1,994

  • 14 · Information technology

    total $23,499 · program services $21,149 · management and general $2,350

  • 16 · Occupancy

    total $71,325 · program services $64,192 · management and general $7,133

  • 17 · Travel

    total $3,390 · program services $3,390 · management and general $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $25,844 · program services $25,844 · management and general $0

  • 22 · Depreciation, depletion and amortization

    total $9,910 · program services $7,928 · management and general $1,982

  • 23 · Insurance

    total $2,346 · management and general $2,346

  • 24a · Other expenses: Member Assessment

    total $463,680 · program services $347,760 · management and general $115,920

  • 24b · Other expenses: Accrued Severance

    total $200,000 · program services $0 · management and general $200,000 · fundraising $0

  • 24c · Other expenses: Consulting

    total $85,808 · program services $85,808 · management and general $0

  • 24d · Other expenses: Program Activities - Special Activities

    total $64,319 · program services $64,319 · management and general $0

  • 24e · All other expenses

    total $26,165 · program services $24,335 · management and general $1,830

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 $390,438 · end of year $292,000

  • 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 $3,965 · end of year $8,100

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

    $119,579

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

    $118,447

  • 10c · Land, buildings and equipment, net

    beginning of year $11,041 · end of year $1,132

  • 11 · Investments: publicly traded securities

    beginning of year $69,508,342 · end of year $55,438,101

  • 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 $129,315 · end of year $262,161

  • 18 · Grants payable

    beginning of year $149,458 · end of year $99,458

  • 19 · Deferred revenue

    beginning of year $215,000 · end of year $437,261

  • 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 $68,816,815 · end of year $54,275,012

  • 28 · Net assets with donor restrictions

    beginning of year $603,198 · end of year $665,441

Mission and programs · 2023

Mission

Rooted in our faith, as 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 women and children living in poverty. We strive to end 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, women and children living in poverty. The Foundation works to end health disparities and improve educational opportunities in Cuyahoga County. As a Catholic organization, the Foundation extends the values of Jesus Christ through the mission of its founders - the Sisters of Charity of St. Augustine - and also works to sustain the ministries of women religious.

    Expenses $3,736,510 · Grants $2,196,367

  • The SCFC works to improve educational opportunities in Cleveland's Central Neighborhood. 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 $435,451 · Grants $32,000

As filed on the 2023 return.

Listed in Part VII

  • Janice Murphy

    Board Member

    Total calculated
    $661,695
    From this org
    $0
    From related orgs
    $605,995
    Other
    $55,700
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $594,870 related
    Bonus
    $0
    Other
    $0 + $11,125 related
    Deferred
    $0 + $53,700 related
    Nontaxable benefits
    $0 + $2,000 related
    Filer's total
    $0 + $661,695 related

  • Melissa J 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

  • Susanna H Krey

    President* thru 6/23/2023

    Total calculated
    $474,655
    From this org
    $0
    From related orgs
    $411,615
    Other
    $63,040
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,945 related
    Bonus
    $0
    Other
    $0 + $171,670 related
    Deferred
    $0 + $43,500 related
    Nontaxable benefits
    $0 + $19,540 related
    Filer's total
    $0 + $474,655 related

  • Marisa Rohn

    Interim President effictive 7/2023

    Total calculated
    $247,725
    From this org
    $0
    From related orgs
    $213,735
    Other
    $33,990
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    $0 + $204,468 related
    Bonus
    $0 + $8,847 related
    Other
    $0 + $420 related
    Deferred
    $0 + $23,690 related
    Nontaxable benefits
    $0 + $10,300 related
    Filer's total
    $0 + $247,725 related

  • Woodrow Whitlow PhD

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Joseph Gibbons

    First Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Debra Green

    Second Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Marty Rodriguez

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Tara Lavelle

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Jacqueline Dalton

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sr Marian Durkin CSA

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Forrest Faison MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Robyn Gordon

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Karen Kleinhenz

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sean Hennessy

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Aaron OBrien

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Grace Roberts

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Angel Rodriguez

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dr Lynn Singer

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Simone Swanson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dr E Harry Walker

    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

  • 3 · Approval by the board or compensation committee
  • 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
SCHS Executive Staff were eligible for a distribution through a non-qualified retirement plan (SERP) in 2023. In 2023 they received $20,500. Sue Krey received severance in 2023.
Schedule J, Part I, Line 7
The Foundation President and Staff are eligible for an annual bonus when meeting specified targets. Foundation board approves the bonus.

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
2023
Filed
13 November 2024
IRS schema version
2023v5.0
Source object
202403189349309345

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