CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY

EIN: 310536645 501(c)(3)

DAYTON, OH

Total Revenue
$30,595,794
Total Expenses
$30,774,506
Total Assets
$15,957,661
Net Assets
$12,011,422
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
OH
Principal Officer
LAURA J ROESCH
Phone
9372237217
Tax Period
2024-01-01 to 2024-12-31

CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY, founded in 1967, is a mid-sized nonprofit that reported $30.6M in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE SOCIAL SERVICES TO THOSE IN NEED, FOCUSING ON NINE AREAS: BEHAVIORAL HEALTH, FAMILY STABILIZATION & SUCCESS, GUARDIANSHIP, HISPANIC OUTREACH, PREGNANCY & PARENTING, REFUGEE RESETTLEMENT, SERVICES FOR OLDER ADULTS, SUPERVISED VISITATION, AND MOBILITY MANAGEMENT.

Program Service Accomplishments

Program 1
Expenses: $21,538,306 Revenue: $163,898

PASSPORT/COMCARE/CARE COORDINATION & ASSISTED LIVING: IN PARTNERSHIP WITH THE STATE OF OHIO, CATHOLIC SOCIAL SERVICES (CSS) OFFERS SERVICES TO HELP INCOME-ELIGIBLE ADULTS OVER AGE 60 IN SIX RURAL...

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PASSPORT/COMCARE/CARE COORDINATION & ASSISTED LIVING: IN PARTNERSHIP WITH THE STATE OF OHIO, CATHOLIC SOCIAL SERVICES (CSS) OFFERS SERVICES TO HELP INCOME-ELIGIBLE ADULTS OVER AGE 60 IN SIX RURAL COUNTIES REMAIN SAFELY IN THEIR OWN HOMES AND/OR ACCESS ASSISTED LIVING RESOURCES. IN 2024, CSS STAFF ANSWERED MORE THAN 10,000 PHONE CALLS AND COMPLETED OVER 2,500 ASSESSMENTS. CSS CARE MANAGERS WORKED WITH AN AVERAGE OF 1,366 OLDER ADULTS EACH MONTH, CONTRACTING WITH OVER 100 PROVIDERS FOR DIRECT SERVICES. THE GOAL IS TO HELP CLIENTS AGE-IN-PLACE WITH AS MUCH INDEPENDENCE AND SELF-DETERMINATION AS POSSIBLE.

Program 2
Expenses: $2,732,159

AS AN AFFILIATE OF CATHOLIC CHARITIES USA AND THE US CONFERENCE OF CATHOLIC BISHOPS, CSS IS THE OFFICIAL PORTAL FOR REFUGEE RESETTLEMENT SERVICES IN THE DAYTON AREA. NEWLY ARRIVED REFUGEES RECEIVE...

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AS AN AFFILIATE OF CATHOLIC CHARITIES USA AND THE US CONFERENCE OF CATHOLIC BISHOPS, CSS IS THE OFFICIAL PORTAL FOR REFUGEE RESETTLEMENT SERVICES IN THE DAYTON AREA. NEWLY ARRIVED REFUGEES RECEIVE SUPPORTIVE SERVICES FROM CSS'S REFUGEE RESETTLEMENT PROGRAM FOR PLACEMENT IN INITIAL FURNISHED HOUSING, A CULTURAL ORIENTATION OVERVIEW, EMPLOYMENT ASSISTANCE AND LINKAGE TO COMMUNITY RESOURCES SUCH AS REFERRALS TO ESOL SERVICES AND MEDICAL SERVICES. IN 2024, CSS RESETTLED 462 INDIVIDUALS, PRIMARILY FROM THE DEMOCRATIC REPUBLIC OF CONGO. OVER 600 EMPLOYABLE REFUGEE ADULTS PARTICIPATED IN JOB TRAINING SERVICES IN 2024.

Program 3
Expenses: $2,271,414

CSS'S CHOICE FOOD PANTRY (FAMILY STABILIZATION SERVICES) IN DAYTON IS OPEN FIVE DAYS A WEEK AND PROVIDES GROCERIES TO LAST AN ELIGIBLE HOUSEHOLD FOR APPROXIMATELY FIVE DAYS. FULL SERVICE IS AVAILABLE...

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CSS'S CHOICE FOOD PANTRY (FAMILY STABILIZATION SERVICES) IN DAYTON IS OPEN FIVE DAYS A WEEK AND PROVIDES GROCERIES TO LAST AN ELIGIBLE HOUSEHOLD FOR APPROXIMATELY FIVE DAYS. FULL SERVICE IS AVAILABLE ONCE A MONTH, BUT FRESH FRUIT, VEGETABLES AND OTHER SELECTED PERISHABLES MAY BE ACCESSED DAILY. IN 2024, THE PANTRY SERVED 8,872 UNDUPLICATED HOUSEHOLDS/FAMILIES, COMPRISING 18,965 UNDUPLICATED INDIVIDUALS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $30,685,653
Program Service Revenue $302,978
Investment Income $-379,491
Other Revenue $-13,346
TOTAL REVENUE $30,595,794

Expense Breakdown

Grants Paid $21,500,818
Salaries & Benefits $7,246,788
Fundraising Expenses $617,831
Program Expenses $29,104,097
Other Expenses $2,026,900
TOTAL EXPENSES $30,774,506

Year-over-Year Comparison

2024 2023 Change
Revenue $30,595,794 $22,570,544 +0.4%
Expenses $30,774,506 $22,864,638 +0.3%
Net Income $-178,712 $-294,094 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
18
Independent Members
18
Employees
86
Volunteers
327

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
7
$362,750
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JODY ARMSTRONG CHAIR 1.00
Officer Director
$0 $0 $0
BETH ESPOSITO DIRECTOR 1.00
Director
$0 $0 $0
MARTHA-JEANNETTE RODRIGUEZ DIRECTOR 1.00
Director
$0 $0 $0
CLIFF BISHOP DIRECTOR 1.00
Director
$0 $0 $0
ALLAN CRASTO DIRECTOR 1.00
Director
$0 $0 $0
MIA KERIVAN-O'MALLEY DIRECTOR 1.00
Director
$0 $0 $0
SR LINDA PLEIMAN TREASURER 1.00
Officer Director
$0 $0 $0
STEPHEN HALL SECRETARY 1.00
Officer Director
$0 $0 $0
BRAD ROEDIGER DIRECTOR 1.00
Director
$0 $0 $0
TIM PEPPER DIRECTOR 1.00
Director
$0 $0 $0
KAREN WENDELN DIRECTOR 1.00
Director
$0 $0 $0
RACHEL PRINDLE DIRECTOR 1.00
Director
$0 $0 $0
NORM SHEARER DIRECTOR 1.00
Director
$0 $0 $0
DENNIS PERCY DIRECTOR 1.00
Director
$0 $0 $0
ELI SPERRY DIRECTOR 1.00
Director
$0 $0 $0
BRIAN ANDERSON DIRECTOR 1.00
Director
$0 $0 $0
AMY RIEGEL VICE CHAIR 1.00
Officer Director
$0 $0 $0
FR LEN WENKE DIRECTOR 1.00
Director
$0 $0 $0
LAURA ROESCH CHIEF EXECUTIVE OFFICER 37.50
Officer
$178,045 $14,767 $192,812
CARRIE CRAIG DIRECTOR OF FINANCE & ADMI 37.50
Officer
$75,425 $8,526 $83,951
RONALD HOFFMAN DIRECTOR OF FINANCE & ADMI 37.50
Officer
$75,651 $10,336 $85,987
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
2025 No data No data No data No data
2024 $30,595,794 $30,774,506 $15,957,661 $-178,712
2023 $22,570,544 $22,864,638 $15,171,158 $-294,094
2022 $25,362,460 $24,091,151 $15,105,872 $1,271,309
2021 $26,545,650 $21,474,527 $13,505,933 $5,071,123
2020 $23,003,982 $20,975,399 $8,630,095 $2,028,583
2019 $21,568,052 $24,077,546 $7,151,902 $-2,509,494
2018 $20,661,511 $20,430,867 $7,823,681 $230,644
2018 $20,661,511 $20,430,867 $7,823,681 $230,644
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