CATHOLIC CHARITIES OF THE DIOCESE … - Form 990 Financial Data

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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

1935

Legal Domicile

Principal Officer

MARTHA AREVALOS

Phone

2094445900

Tax Period

2024-07-01 to 2025-06-30

CATHOLIC CHARITIES OF THE DIOCESE OF STOCKTON, founded in 1935, is a community nonprofit in the Human Services sector that reported $6.8M in total revenue in fiscal year 2024.

Mission

THE ORGANIZATION PARTNERS WITH OTHERS IN ADVOCATING FOR JUSTICE AND IN ASSISTING THOSE IN NEED BY PROVIDING HELP FOR TODAY AND CREATING HOPE FOR TOMORROW.

Program Service Accomplishments

Program 1

Expenses: $2,368,148

SERVICES FOR PROTECTION OF VULNERABLE SENIORS - MAINTAINS SENIORS IN THEIR HOMES AND MONITORS THEIR WELL-BEING THROUGH A VARIETY OF HOME CARE AND TRANSPORTATION SERVICES AND ADVOCATES FOR SENIORS IN...

Program 2

Expenses: $1,295,914

SUPPORTIVE SERVICES FOR VETERAN FAMILIES (SSVF) - ASSISTS LOW-INCOME VETERAN FAMILIES WHO ARE CURRENTLY HOMELESS OR IMMINENTLY AT-RISK OF BECOMING HOMELESS. THE SSVF PROGRAM HELPS VETERANS AND THEIR FAMILIES BECOME RE-STABILIZED BY PROVIDING INDIVIDUAL HOUSING ASSISTANCE THROUGH A VARIETY OF COMMUNITY RESOURCES AND SERVICES IN A VETERAN-FRIENDLY ENVIRONMENT.

Program 3

Expenses: $496,551 Revenue: $4,515

CATHOLIC CHARITIES IMMIGRATION LEGAL SERVICES SERVES RESIDENTS OF THE SIX COUNTIES OF THE DIOCESE OF STOCKTON REGARDLESS OF INCOME, RACE, OR GENDER IN SAN JOAQUIN, STANISLAUS, TUOLUMNE, CALAVERAS...

CATHOLIC CHARITIES IMMIGRATION LEGAL SERVICES SERVES RESIDENTS OF THE SIX COUNTIES OF THE DIOCESE OF STOCKTON REGARDLESS OF INCOME, RACE, OR GENDER IN SAN JOAQUIN, STANISLAUS, TUOLUMNE, CALAVERAS, ALPINE, AND MONO. WE SERVE LOW-INCOME FAMILIES WHO REQUEST ASSISTANCE WITH IMMIGRATION LEGAL SERVICES BY PROVIDING LOW-COST, RELIABLE, PROFESSIONAL, AND CONFIDENTIAL SERVICES RELATED TO IMMIGRATION AND NATURALIZATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,782,714

Program Service Revenue $4,515

Investment Income $6,681

Other Revenue $24,954

TOTAL REVENUE $6,818,864

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,909,811

Fundraising Expenses $123,292

Program Expenses $6,092,889

Other Expenses $2,218,756

TOTAL EXPENSES $7,128,567

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,818,864	$6,871,255	0.0%
Expenses	$7,128,567	$7,129,386	0.0%
Net Income	$-309,703	$-258,131	+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

121

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

$237,682

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOST REVEREND MYRON J COTTA	PRESIDENT	2.00	Officer Director	$0	$0	$0
LUKE ANDERSON	BOARD CHAIR	3.00	Officer Director	$0	$0	$0
DON GEIGER	VICE CHAIR	3.00	Officer Director	$0	$0	$0
MARK CROCE	TREASURER	3.00	Officer Director	$0	$0	$0
BRUCE PATRICK	SECRETARY	3.00	Officer Director	$0	$0	$0
MONSIGNOR JOHN ARMISTEAD	BOARD MEMBER	1.00	Director	$0	$0	$0
ODETTE FATTAL	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAUDIA MORENO-RABAGO	BOARD MEMBER	1.00	Director	$0	$0	$0
CLAUDIA M MALL	BOARD MEMBER (THRU 4/25)	1.00	Director	$0	$0	$0
ESPERANZA MOLINA	BOARD MEMBER	1.00	Director	$0	$0	$0
JOAN HART	BOARD MEMBER	1.00	Director	$0	$0	$0
VINCE KILMARTIN	BOARD MEMBER (EFF 4/25)	1.00	Director	$0	$0	$0
MARTHA AREVALOS	ED/CONTROLLER	40.00	Officer	$127,145	$22,285	$149,430
LILIANA SANDOVAL	ACCOUNTING SUPERVISOR	40.00	Officer	$70,415	$17,837	$88,252

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	$6,818,864	$7,128,567	$3,924,866	$-309,703
2024	$6,871,255	$7,129,386	$4,277,486	$-258,131
2023	$6,930,753	$6,688,967	$3,440,579	$241,786
2022	$6,652,175	$7,816,245	$2,745,159	$-1,164,070
2021	$7,423,945	$6,497,474	$3,943,631	$926,471
2020	$6,365,424	$5,424,928	$2,762,777	$940,496
2019	$4,988,917	$4,796,274	$2,589,316	$192,643

CATHOLIC CHARITIES OF THE DIOCESE OF STOCKTON