CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER

EIN: 410721636 501(c)(3) Human Services

WINONA, MN

Total Revenue
$5,122,920
Total Expenses
$5,044,488
Total Assets
$2,947,111
Net Assets
$2,503,829
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1947
Legal Domicile
MN
Principal Officer
JOHN MEYERS
Phone
5074542270
Tax Period
2023-07-01 to 2024-06-30

CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER, founded in 1947, is a community nonprofit in the Human Services sector that reported $5.1M in total revenue in fiscal year 2023.

Mission

CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER SERVES THE POOR AND MARGINALIZED, ADVOCATES FOR SOCIAL JUSTICE, AND CALLS ALL PEOPLE TO THE MINISTRY OF CHRIST.

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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 $3,932,061
Program Service Revenue $848,437
Investment Income $342,422
Other Revenue $0
TOTAL REVENUE $5,122,920

Expense Breakdown

Grants Paid $521,925
Salaries & Benefits $3,607,611
Fundraising Expenses $95,397
Program Expenses $4,077,193
Other Expenses $883,038
TOTAL EXPENSES $5,044,488

Year-over-Year Comparison

2023 2022 Change
Revenue $5,122,920 $4,820,400 +0.1%
Expenses $5,044,488 $5,345,473 -0.1%
Net Income $78,432 $-525,073 -1.1%
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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Governance

Voting Members
15
Independent Members
15
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
5
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MOST REVEREND ROBERT BARRON PRESIDENT 0.70
Officer Director
$0 $0 $0
VERY REV WILLIAM THOMPSON VICAR GENERAL 0.70
Officer Director
$0 $0 $0
HEATHER LENZ CHAIR 0.70
Officer Director
$0 $0 $0
DEAN BECKMAN DIRECTOR 0.70
Director
$0 $0 $0
COLLEEN HELMS DIRECTOR 0.70
Director
$0 $0 $0
DR JANE NJERU DIRECTOR 0.70
Director
$0 $0 $0
MARY WALKER DIRECTOR 0.70
Director
$0 $0 $0
RICK REED VICE CHAIR 0.70
Officer Director
$0 $0 $0
TERESA SPECK TREASURER 0.70
Officer Director
$0 $0 $0
SISTER AGNES MARY GRAVES DIRECTOR 0.70
Director
$0 $0 $0
MICHAEL LUDVIK DIRECTOR 0.70
Director
$0 $0 $0
MICHAEL MCCARVEL DIRECTOR 0.70
Director
$0 $0 $0
REV JAMES STARASINICH DIRECTOR 0.70
Director
$0 $0 $0
GUS WIGGERT DIRECTOR 0.70
Director
$0 $0 $0
DR DOUGLAS WOOD DIRECTOR 0.70
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
2025 No data No data No data No data
2024 $5,122,920 $5,044,488 $2,947,111 $78,432
2023 $4,820,400 $5,345,473 $3,002,037 $-525,073
2022 $4,778,376 $4,608,322 $3,417,305 $170,054
2021 $4,877,674 $4,110,824 $3,466,477 $766,850
2020 $2,906,315 $3,335,941 $2,899,831 $-429,626
2019 $2,846,791 $3,179,237 $2,725,439 $-332,446
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