CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER (EIN 300553416) - Form 990 Financial Analysis & Trantor Score

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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

1917

Legal Domicile

Principal Officer

KAREN DEHAIS

Phone

5853283228

Tax Period

2023-01-01 to 2023-12-31

CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, founded in 1917, is a major nonprofit that reported $101.5M in total revenue in fiscal year 2023.

Mission

MOTIVATED BY THE GOSPEL MESSAGE OF JESUS CHRIST AND CATHOLIC SOCIAL TEACHING, OUR MISSION IS TO BUILD A JUST AND COMPASSIONATE SOCIETY ROOTED IN THE DIGNITY OF ALL PEOPLE THROUGH EDUCATION, ADVOCACY AND THE PROVISION OF HUMAN SERVICES.

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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 $68,367,054

Program Service Revenue $30,995,017

Investment Income $922,820

Other Revenue $1,259,003

TOTAL REVENUE $101,543,894

Expense Breakdown

Grants Paid $9,657,766

Salaries & Benefits $51,653,439

Fundraising Expenses $2,226,311

Program Expenses $86,955,501

Other Expenses $38,704,129

TOTAL EXPENSES $100,015,334

Year-over-Year Comparison

	2023	2022	Change
Revenue	$101,543,894	$95,788,062	+0.1%
Expenses	$100,015,334	$95,532,625	+0.0%
Net Income	$1,528,560	$255,437	+5.0%

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

1852

Volunteers

4678

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

$375,972

Total Directors

$267,029

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEENAN MILLER	BOARD MEMBER	2.00	Director	$0	$0	$0
KAREN DEHAIS	PRESIDENT & DIOCESAN DIRECTOR	40.00	Officer Director	$251,394	$15,635	$267,029
DEACON DAN CALLAN	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHANIE SCHAEFFER	BOARD MEMBER	2.00	Director	$0	$0	$0
FRITZ MINGES	BOARD MEMBER	2.00	Director	$0	$0	$0
MARTY PALUMBOS	CHAIR	2.00	Officer Director	$0	$0	$0
PAM COLOMAIO	BOARD MEMBER	2.00	Director	$0	$0	$0
REV DANIEL J CONDON	BOARD MEMBER	2.00	Director	$0	$0	$0
JIM PURVIS	BOARD MEMBER	2.00	Director	$0	$0	$0
RON ALLISON	BOARD MEMBER	2.00	Director	$0	$0	$0
TED O'TOOLE	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBERT KERNAN	BOARD MEMBER	2.00	Director	$0	$0	$0
TERRY MULHERN	BOARD MEMBER	2.00	Director	$0	$0	$0
SR MARY LOU MITCHELL	BOARD MEMBER	2.00	Director	$0	$0	$0
REV PAUL TOMASSO	BOARD MEMBER	2.00	Director	$0	$0	$0
IVETH REYNOLDS	BOARD MEMBER	2.00	Director	$0	$0	$0
TIMOTHY SHEEHAN	TREASURER & VICE CHAIR	2.00	Officer Director	$0	$0	$0
BISHOP SALVATORE R MATANO	BOARD MEMBER	2.00	Director	$0	$0	$0
DOREEN MCGEE	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRISTOPHER HASENAUER	CHIEF FINANCIAL OFFICER	40.00	Officer	$104,123	$4,820	$108,943
SABRINA MCLEOD	VP OF FINANCE	40.00	Highest	$169,676	$7,399	$177,075
LORI VANAUKEN	REGIONAL AGENCY EXEC DIR	40.00	Highest	$234,663	$20,847	$255,510
TERESA O'CONNOR	PSYCHIATRIC NURSE PRACTITIONER	40.00	Highest	$117,740	$18,383	$136,123
ROBERT TRUSIAK	CHIEF COMPLIANCE OFFICER	40.00	Highest	$176,940	$294	$177,234
LISA LEWIS	CHIEF PROGRAM AND OPERATING OFFICER	40.00	Highest	$136,416	$10,127	$146,543

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	$101,543,894	$100,015,334	$92,510,350	$1,528,560
2022	$95,788,062	$95,532,625	$85,321,923	$255,437
2021	$102,207,320	$94,794,323	$87,719,795	$7,412,997
2020	$94,807,036	$89,020,863	$80,143,075	$5,786,173
2019	$82,910,003	$82,577,737	$62,960,997	$332,266
2018	$77,364,623	$76,311,514	$57,848,282	$1,053,109

CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER