Catholic Charities Southwestern Ohio

EIN: 310536968 501(c)(3) Human Services

Cincinnati, OH

Total Revenue
$14,199,115
Total Expenses
$11,240,528
Total Assets
$12,940,957
Net Assets
$11,234,199
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1914
Legal Domicile
OH
Principal Officer
Anthony Stieritz
Phone
5132417745
Tax Period
2024-01-01 to 2024-12-31

Catholic Charities Southwestern Ohio, founded in 1914, is a mid-sized nonprofit in the Human Services sector that reported $14.2M in total revenue in fiscal year 2024. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 21% operating margin.

Mission

Catholic Charities Southwestern Ohio serves and empowers people through God's love in their times of vulnerability. We do so through a full range of local services that engage the community in building solidarity.

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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 $13,037,728
Program Service Revenue $958,237
Investment Income $202,574
Other Revenue $576
TOTAL REVENUE $14,199,115

Expense Breakdown

Grants Paid $2,057,822
Salaries & Benefits $6,410,156
Fundraising Expenses $665,735
Program Expenses $9,139,745
Other Expenses $2,633,178
TOTAL EXPENSES $11,240,528

Year-over-Year Comparison

2024 2023 Change
Revenue $14,199,115 $9,079,088 +0.6%
Expenses $11,240,528 $9,238,732 +0.2%
Net Income $2,958,587 $-159,644 -19.5%
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

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Governance

Voting Members
15
Independent Members
15
Employees
148
Volunteers
792

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
10
$437,833
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jacqueline Rioja Velarde Member 1.50
Director
$0 $0 $0
Debbie Kokoruda Chair Emeritus - Exit 02/2024 1.50
Officer Director
$0 $0 $0
John Kronenberger Treasurer - Exit 02/2024 1.50
Officer Director
$0 $0 $0
Bill Goslee Vice-Chair 1.50
Officer Director
$0 $0 $0
Robin Astifan Member 1.50
Director
$0 $0 $0
Dr Katherine Sheridan Member - Exit 02/2024 1.50
Director
$0 $0 $0
Rebecca Johnson Secretary - Exit 02/2024 1.50
Officer Director
$0 $0 $0
John Geraghty Chair 1.50
Officer Director
$0 $0 $0
Kelly Conner Member 1.50
Director
$0 $0 $0
Tara Dahal Member 1.50
Director
$0 $0 $0
Lucy Davila-Soto Member 1.50
Director
$0 $0 $0
DiFolco Fr Tom Member 1.50
Director
$0 $0 $0
Williams Tricia Secretary 1.50
Officer Director
$0 $0 $0
Nikki Bialka Member 1.50
Director
$0 $0 $0
Ernie Rummler Treasurer 1.50
Officer Director
$0 $0 $0
Adam Hall Member - Joined 02/2024 1.50
Director
$0 $0 $0
Anne Lynch Member - Joined 02/2024 1.50
Director
$0 $0 $0
Cabrina Attal Member - Joined 02/2024 1.50
Director
$0 $0 $0
Bill Thiemann Member - Joined 02/2024 1.50
Director
$0 $0 $0
Anthony Stieritz CEO 37.50
Officer
$180,015 $29,146 $209,161
Ross Hallman CFO 37.50
Officer
$108,942 $4,679 $113,621
Patrick Reynolds-Berry COO 37.50
Officer
$101,398 $13,653 $115,051
Dan Sarell Director of Mission Advance 37.50
Highest
$111,666 $26,412 $138,078
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 $14,199,115 $11,240,528 $12,940,957 $2,958,587
2023 $9,079,088 $9,238,732 $9,542,984 $-159,644
2022 $7,783,470 $8,025,019 $8,852,852 $-241,549
2021 $7,843,203 $7,924,953 $9,108,451 $-81,750
2020 $8,576,411 $8,112,980 $8,959,815 $463,431
2019 $14,247,021 $15,663,009 $7,191,548 $-1,415,988
2018 $14,561,458 $15,828,412 $7,850,102 $-1,266,954
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