Catholic Charities Counseling & Ad… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1953

Legal Domicile

Principal Officer

DAWN JOY

Phone

8144562091

Tax Period

2023-01-01 to 2023-12-31

Catholic Charities Counseling & Adoption Services of the Diocese of Erie Inc, founded in 1953, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum.

Mission

PROVIDE ADOPTION, COUNSELING SERVICES, AND REFUGEE ASSISTANCE

Program Service Accomplishments

Program 1

Expenses: $186,146 Revenue: $61,346

PROVIDE COUNSELING TO APPROXIMATELY 1,400 CLIENTS, THE MAJORITY OF WHICH LIVE IN POVERTY, MOST OF THE CLIENTS THAT REMAINED IN COUNSELING FOR 3 SESSIONS REPORTED IMPROVED FAMILY LIFE.

Program 2

Expenses: $432,337 Revenue: $371,434

Provided Adoption services to 200 clients. Services include securing adoption homes for special needs children, preparing children for placement, training adoptive parents, and post adoption...

Provided Adoption services to 200 clients. Services include securing adoption homes for special needs children, preparing children for placement, training adoptive parents, and post adoption counseling when needed.

Program 3

Expenses: $2,457,389 Revenue: $2,541,199

PROVIDED REFUGEE RELOCATION ASSISTANCE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $457,640

Program Service Revenue $3,475,098

Investment Income $12,985

Other Revenue $92,892

TOTAL REVENUE $4,038,615

Expense Breakdown

Grants Paid $1,169,251

Salaries & Benefits $2,383,878

Fundraising Expenses $0

Program Expenses $3,831,359

Other Expenses $695,544

TOTAL EXPENSES $4,248,673

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,038,615	$2,870,275	+0.4%
Expenses	$4,248,673	$2,739,619	+0.6%
Net Income	$-210,058	$130,656	-2.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM ROBERTS	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
DAVID EMERSON	BOARD MEMBER	2.00	Director	$0	$0	$0
ERIN SEKERAK	SECRETARY	2.00	Officer Director	$0	$0	$0
DEACON DICK O'POLKA	TREASURER	2.00	Officer Director	$0	$0	$0
MATT LASHER	BOARD MEMBER	2.00	Director	$0	$0	$0
DAN ZIMMERMAN	BOARD CHAIRPERSON	2.00	Officer Director	$0	$0	$0
ERIN TUBBS	EX OFFICIO, BISHOP'S REPRE	2.00	Director	$0	$0	$0
MARY IWANENKO	BOARD MEMBER	2.00	Director	$0	$0	$0
DAWN JOY	CEO	37.50	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$4,038,615	$4,248,673	$1,250,517	$-210,058
2022	$2,870,275	$2,739,619	$1,540,637	$130,656
2021	$1,941,930	$1,822,598	$1,355,032	$119,332
2020	$1,627,998	$1,453,531	$1,136,493	$174,467
2019	$1,417,261	$1,617,250	$895,041	$-199,989
2018	$1,740,303	$1,860,675	$985,018	$-120,372

Catholic Charities Counseling & Adoption Services of the Diocese of Erie Inc