CATHOLIC CHARITIES DIOCESE OF CHARLOTTE

EIN: 561058954 501(c)(3) Human Services

CHARLOTTE, NC

Total Revenue
$7,699,147
Total Expenses
$8,053,632
Total Assets
$5,095,737
Net Assets
$4,591,707
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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
NC
Principal Officer
GERARD A CARTER
Phone
7043773262
Tax Period
2022-07-01 to 2023-06-30

CATHOLIC CHARITIES DIOCESE OF CHARLOTTE, founded in 1973, is a community nonprofit in the Human Services sector that reported $7.7M in total revenue in fiscal year 2022. Revenue decreased 5% compared to the prior year.

Mission

WE ARE A CHRISTIAN MINISTRY OF CHARITY, SERVICE AND JUSTICE DEDICATED TO PROVIDING HELP TO THOSE IN NEED, HOPE TO THOSE IN DESPAIR, AND INSPIRATION FOR OTHERS TO FOLLOW.

Program Service Accomplishments

Program 1
Expenses: $2,501,971 Revenue: $45,715

DIRECT ASSISTANCE - DIRECT ASSISTANCE PROGRAM -THE DIRECT ASSISTANCE PROGRAM PROVIDES BURIAL ASSISTANCE, FOOD ASSISTANCE, EMERGENCY FINANCIAL ASSISTANCE, AND HOLIDAY ASSISTANCE FROM OUR THREE...

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DIRECT ASSISTANCE - DIRECT ASSISTANCE PROGRAM -THE DIRECT ASSISTANCE PROGRAM PROVIDES BURIAL ASSISTANCE, FOOD ASSISTANCE, EMERGENCY FINANCIAL ASSISTANCE, AND HOLIDAY ASSISTANCE FROM OUR THREE REGIONAL OFFICES IN ASHEVILLE, CHARLOTTE, AND WINSTON-SALEM. SERVICES ARE PROVIDED TO CLIENTS IN NEED REGARDLESS OF THEIR AGE, RACE, ETHNICITY, GENDER, RELIGIOUS OR POLITICAL AFFILIATION. IN FISCAL YEAR 2022-2023, CCDOC PROVIDED DIRECT ASSISTANCE SERVICE (FINANCIAL, HOLIDAY, DISASTER RELIEF, GIFT CARD AND CLOTHING) TO 6,474 UNDUPLICATED PERSONS. 16,229 UNDUPLICATED PERSONS RECEIVED EMERGENCY FOOD ASSISTANCE. 146 PERSONS WERE SERVED THROUGH THE AGENCY BURIAL ASSISTANCE PROGRAM.

Program 2
Expenses: $2,391,921 Revenue: $63,795

REFUGEE AND IMMIGRATION-THE REFUGEE AND IMMIGRATION SERVICES PROGRAMS PROVIDE RESETTLEMENT AND IMMIGRATION SERVICES. THE RRO PROGRAM ADMINISTERS THE RECEPTION AND PLACEMENT (R&P) PROGRAM THROUGH ITS...

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REFUGEE AND IMMIGRATION-THE REFUGEE AND IMMIGRATION SERVICES PROGRAMS PROVIDE RESETTLEMENT AND IMMIGRATION SERVICES. THE RRO PROGRAM ADMINISTERS THE RECEPTION AND PLACEMENT (R&P) PROGRAM THROUGH ITS AFFILIATION WITH THE US CONFERENCE OF CATHOLIC BISHOPS/MIGRATION AND REFUGEE SERVICES (USCCB/MRS). THE CCDOC HAS RESETTLED 256 REFUGEES DURING THE 2022-23 FISCAL YEAR AND PROVIDED EMPLOYMENT ASSISTANCE FOR MORE THAN 62 CLIENTS. THE IMMIGRATION SERVICES PROGRAM IS RECOGNIZED BY THE BOARD OF IMMIGRATION APPEALS. OUR IMMIGRATION PROGRAM PROVIDED 435 SERVICES TO 265 CLIENTS BETWEEN THREE OFFICE LOCATIONS DURING THE 2022-23 FISCAL YEAR.

Program 3
Expenses: $525,334

VETERANS' SERVICES - THE VA'S SUPORTIVE SERVICES FOR VETERAN FAMILIES PROGRAM'S PURPOSE IS TO PROVIDE SUPPORTIVE SERVICES TO VERY LOW-INCOME VETERAN FAMILIES IN MECKLENBURG COUNTY WHO ARE HOMELESS OR...

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VETERANS' SERVICES - THE VA'S SUPORTIVE SERVICES FOR VETERAN FAMILIES PROGRAM'S PURPOSE IS TO PROVIDE SUPPORTIVE SERVICES TO VERY LOW-INCOME VETERAN FAMILIES IN MECKLENBURG COUNTY WHO ARE HOMELESS OR AT RISK OF HOMELESSNESS AND ULTIMATELY, TO END HOMELESSNESS AMONG VETERANS. SSVF PRIORITIZES THE DELIVERY OF RAPID RE-HOUSING SERVICES TO HOMELESS VETERAN HOUSEHOLDS. SERVICES INCLUDE: OUTREACH, CASE MANAGEMENT WHICH INCLUDES: HOUSING SEARCH & PLACEMENT, EVICTION PREVENTION, SECURITY DEPOSITS ASSISTANCE, RENTAL ASSISTANCE, ASSISTANCE WITH CHILDCARE EXPENSES, TRANSPORTATION ASSISTANCE, ASSISTANCE OBTAINING VA AND OTHER BENEFITS. CCDOC SERVED 67 VETERAN FAMILIES DURING FY22-23.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $7,286,550
Program Service Revenue $193,475
Investment Income $65,489
Other Revenue $153,633
TOTAL REVENUE $7,699,147

Expense Breakdown

Grants Paid $2,200,269
Salaries & Benefits $3,643,471
Fundraising Expenses $209,911
Program Expenses $6,538,408
Other Expenses $2,209,892
TOTAL EXPENSES $8,053,632

Year-over-Year Comparison

2022 2021 Change
Revenue $7,699,147 $8,117,042 -0.1%
Expenses $8,053,632 $7,866,662 +0.0%
Net Income $-354,485 $250,380 -2.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
2
Independent Members
N/A
Employees
70
Volunteers
272

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
3
$322,803
Total Directors
2
$142,513
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BISHOP PETER J JUGIS BISHOP 1.00
Officer Director
$0 $19,909 $61,952
REV MSGR PATRICK J WINSLOW VICAR GENERAL 1.00
Officer Director
$0 $19,702 $80,561
GERARD A CARTER EXECUTIVE DIRECTOR 35.00
Officer
$152,092 $28,198 $180,290
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 No data No data No data No data
2023 $7,699,147 $8,053,632 $5,095,737 $-354,485
2022 $8,117,042 $7,866,662 $4,812,695 $250,380
2021 $8,229,050 $7,546,086 $5,722,782 $682,964
2020 $7,104,849 $6,794,457 $3,844,342 $310,392
2019 $6,077,830 $6,131,046 $3,156,516 $-53,216
2018 $5,988,467 $6,285,671 $2,951,142 $-297,204
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