CATHOLIC CHARITIES REGIONAL AGENCY

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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

1926

Legal Domicile

Principal Officer

NANCY G VOITUS

Phone

3307443320

Tax Period

2023-01-01 to 2023-12-31

CATHOLIC CHARITIES REGIONAL AGENCY, founded in 1926, is a community nonprofit in the Community Improvement sector that reported $3.3M in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring. Expenses of $3.6M exceeded revenue, resulting in a 11% operating deficit.

Mission

THE MISSION OF CATHOLIC CHARITIES REGIONAL AGENCY IS TO PROVIDE SERVICE TO PEOPLE IN NEED, TO ADVOCATE FOR JUSTICE IN SOCIAL STRUCTURES, AND TO CALL THE ENTIRE CHURCH AND OTHER PEOPLE OF GOOD WILL TO DO THE SAME.

Program Service Accomplishments

Program 1

Expenses: $1,719,193

THE AGENCY PROVIDES FINANCIAL ASSISTANCE IN THE FORM OF DISTRIBUTION OF FUNDS FOR PEOPLE IN CRISIS FOR THE PAYMENT OF RENT, FOOD, UTILITIES AND PRESCRIPTIONS. THE P.A.T.H. PROGRAM PROVIDES OUTREACH AND CASE MANAGEMENT FOR HOMELESS PERSONS. THE SOAR PROJECT HELPS THE HOMELESS SIGN UP FOR SSI AND SSDI BENEFITS. HOUSING COUNSELING PROVIDES HELP TO PEOPLE FACING FORECLOSURE OR IN NEED OF PRE-PURCHASE EDUCATION. THE PROGRAM ALSO COORDINATED THE VOLUNTEER INCOME TAX PROGRAM THROUGH THE IRS FOR MAHONING COUNTY. THESE PROGRAMS ASSISTED A TOTAL OF 9,127 HOUSEHOLDS.

Program 2

Expenses: $518,316

THE VOICE OF HOPE SHELTER PROVIDES EMERGENCY SHELTER FOR HOMELESS WOMEN AND CHILDREN. IT IS A TEMPORARY SHELTER WITH THE GOAL TO MOVE PEOPLE OUT OF HOMELESSNESS INTO A MORE STABLE HOUSING SITUATION...

Program 3

Expenses: $405,044 Revenue: $97,926

THE AGENCY HAS A SENIOR SUPPORT PROGRAM THAT PROVIDES ASSISTANCE TO INDIVIDUALS AT RISK IN THE COMMUNITY THROUGH THE PROVISION OF HOME-BASED SOCIAL WORK, COUNSELING, SUPPORTIVE SERVICES, AND ADVOCACY SERVICES. THE PROGRAM ALSO PROVIDES TRANSPORTATION TO MEDICAL APPOINTMENTS AND ERRANDS. THEY ATTEMPT TO ENSURE THAT THE FRAIL, ELDERLY AND DISABLED OF MAHONING, TRUMBULL, AND COLUMBIANA COUNTIES WHO FALL UNDER THEIR CARE ARE TREATED WITH DIGNITY AND RESPECT. THEY HAVE ASSISTED 539 PEOPLE PROVIDING 935 UNITS OF SERVICE.

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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 $3,170,688

Program Service Revenue $100,526

Investment Income $8,584

Other Revenue $12,029

TOTAL REVENUE $3,291,827

Expense Breakdown

Grants Paid $1,131,105

Salaries & Benefits $1,853,711

Fundraising Expenses $65,150

Program Expenses $3,307,419

Other Expenses $658,357

TOTAL EXPENSES $3,643,173

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,291,827	$4,115,523	-0.2%
Expenses	$3,643,173	$4,408,305	-0.2%
Net Income	$-351,346	$-292,782	+0.2%

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

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

$103,652

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK BORDONARO	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
RENEE RUMAN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN FINIZIO	TREASURER	2.00	Officer Director	$0	$0	$0
DEANNA FORD	SECRETARY	2.00	Officer Director	$0	$0	$0
JILLIAN ROSSI PHILLIPS	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS HULL	DIRECTOR	2.00	Director	$0	$0	$0
SHELIA TRIPLETT	DIRECTOR	2.00	Director	$0	$0	$0
REV THOMAS MCCARTHY	DIRECTOR	2.00	Director	$0	$0	$0
DEACON ROBERT GREEN	DIRECTOR	2.00	Director	$0	$0	$0
VERY REV JOHN-MICHAEL LAVELLE	DIRECTOR	2.00	Director	$0	$0	$0
DEACON SYLVESTER J FRAZZINI	DIRECTOR	2.00	Director	$0	$0	$0
MITCHELL YOOR	DIRECTOR	2.00	Director	$0	$0	$0
NANCY G VOITUS	EXECUTIVE DIRECTOR	40.00	Officer	$87,462	$16,190	$103,652

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	$3,291,827	$3,643,173	$883,319	$-351,346
2022	$4,115,523	$4,408,305	$1,480,431	$-292,782
2021	$4,246,724	$3,964,928	$2,846,524	$281,796
2020	$3,588,950	$3,293,319	$1,026,021	$295,631
2019	$2,223,298	$2,129,357	$766,862	$93,941
2018	$1,961,347	$2,032,584	$573,630	$-71,237