SISTERS OF CHARITY FOUNDATION OF CLEVELAND

EIN: 341832698 501(c)(3) Religion

Cleveland, OH

Total Revenue
$5,355,282
Total Expenses
$4,696,236
Total Assets
$55,739,333
Net Assets
$54,940,453
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
OH
Principal Officer
Marisa Rohn
Phone
2166965560
Tax Period
2023-01-01 to 2023-12-31

SISTERS OF CHARITY FOUNDATION OF CLEVELAND, founded in 1995, is a community nonprofit in the Religion sector that reported $5.4M in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year. Expenses of $4.7M left a modest 12% surplus.

Mission

To support the mission and ministry of the Sisters of Charity of St. Augustine by addressing the needs of the poor and underserved through programs that promote health, education, and social 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $283,948
Program Service Revenue $0
Investment Income $5,071,334
Other Revenue $0
TOTAL REVENUE $5,355,282

Expense Breakdown

Grants Paid $2,228,367
Salaries & Benefits $1,099,628
Fundraising Expenses $38,000
Program Expenses $4,171,961
Other Expenses $1,330,241
TOTAL EXPENSES $4,696,236

Year-over-Year Comparison

2023 2022 Change
Revenue $5,355,282 $6,674,926 -0.2%
Expenses $4,696,236 $5,212,605 -0.1%
Net Income $659,046 $1,462,321 -0.5%
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
9
Independent Members
8
Employees
N/A
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
8
$1,262,850
Total Directors
21
$661,695
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Janice Murphy Board Member 1
Director
$0 $55,700 $661,695
Melissa J Rogers Assistant Treasurer 1
Officer
$0 $80,020 $540,470
Susanna H Krey President* thru 6/23/2023 20
Officer
$0 $63,040 $474,655
Marisa Rohn Interim President effictive 7/2023 16
Officer
$0 $33,990 $247,725
Woodrow Whitlow PhD Chair 1
Officer Director
$0 $0 $0
Joseph Gibbons First Vice Chair 1
Officer Director
$0 $0 $0
Debra Green Second Vice Chair 1
Officer Director
$0 $0 $0
Marty Rodriguez Treasurer 1
Officer Director
$0 $0 $0
Tara Lavelle Secretary 1
Officer Director
$0 $0 $0
Jacqueline Dalton Board Member 1
Director
$0 $0 $0
Sr Marian Durkin CSA Board Member 1
Director
$0 $0 $0
Forrest Faison MD Board Member 1
Director
$0 $0 $0
Robyn Gordon Board Member 1
Director
$0 $0 $0
Karen Kleinhenz Board Member 1
Director
$0 $0 $0
Sean Hennessy Board Member 1
Director
$0 $0 $0
Aaron OBrien Board Member 1
Director
$0 $0 $0
Grace Roberts Board Member 1
Director
$0 $0 $0
Angel Rodriguez Board Member 1
Director
$0 $0 $0
Dr Lynn Singer Board Member 1
Director
$0 $0 $0
Simone Swanson Board Member 1
Director
$0 $0 $0
Dr E Harry Walker Board Member 1
Director
$0 $0 $0
Robert Belden Board Member 1
Director
$0 $0 $0
Sr Susan Durkin OSU Board Member 1
Director
$0 $0 $0
Tari Rivera Board Member 1
Director
$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 $5,355,282 $4,696,236 $55,739,333 $659,046
2022 $6,674,926 $5,212,605 $69,913,786 $1,462,321
2021 $3,700,315 $4,832,926 $104,281,419 $-1,132,611
2020 $3,552,354 $4,828,224 $100,797,533 $-1,275,870
2019 $4,581,667 $5,319,001 $92,015,694 $-737,334
2018 $5,939,788 $4,716,295 $83,522,745 $1,223,493
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