CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA

EIN: 942479393 501(c)(3) Human Services

SANTA ROSA, CA

Total Revenue
$22,926,563
Total Expenses
$25,081,821
Total Assets
$61,170,529
Net Assets
$53,899,665
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Organization Details

Formation Year
1979
Legal Domicile
CA
Principal Officer
JENNIELYNN HOLMES
Phone
7075288712
Tax Period
2024-07-01 to 2025-06-30

CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA, founded in 1979, is a mid-sized nonprofit in the Human Services sector that reported $22.9M in total revenue in fiscal year 2024. Net assets of $53.9M represent 28 months of operating reserves.

Mission

CATHOLIC CHARITIES CREATES ACCESS TO OPPORTUNITIES FOR SELF-SUFFICIENCY BY PROVIDING INNOVATIVE AND COMPASSIONATE SERVICES TO PEOPLE OF ALL BACKGROUNDS, BELIEFS, AND CULTURES.

Program Service Accomplishments

Program 1
Expenses: $12,296,780 Revenue: $2,132,508

HOMELESSNESS SOLUTIONS PROGRAMS:NIGHTINGALE - NIGHTINGALE PROVIDES RESPITE SHELTER BEDS FOR THOSE WHO ARE EXPERIENCING HOMELESSNESS AND ARE DISCHARGED FROM HOSPITALIZATION. NIGHTINGALE PROGRAMS ARE...

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HOMELESSNESS SOLUTIONS PROGRAMS:NIGHTINGALE - NIGHTINGALE PROVIDES RESPITE SHELTER BEDS FOR THOSE WHO ARE EXPERIENCING HOMELESSNESS AND ARE DISCHARGED FROM HOSPITALIZATION. NIGHTINGALE PROGRAMS ARE LOCATED IN SONOMA AND NAPA COUNTIES. THIS PROGRAM IS SUPPORTED BY LOCAL HOSPITALS.FAMILY CENTER - WITH 192 BEDS, THIS SANTA ROSA SHELTER HELPS FAMILIES MOVE FROM HOMELESSNESS TO STABLE HOUSING AS SAFELY AND RAPIDLY AS POSSIBLE. SERVICES INCLUDE HOUSING-FOCUSED CASE MANAGEMENT, SOBRIETY SUPPORT GROUPS, PARENTING SKILLS SUPPORT, MEALS AND CHILDREN'S SERVICES INCLUDING SCHOOL COORDINATION AND CHILDCARE REFERRALS. THE ORGANIZATION HAS A COMMUNITY PARTNERSHIP WITH HEAD START THROUGH SONOMACAN WHO OPERATES AN EARLY EDUCATION PROGRAM FOR CHILDREN AGES 0-5 YEARS.SAMUEL L JONES HALL - THIS PROGRAM IN SANTA ROSA PROVIDES 213 BEDS OF YEAR-ROUND EMERGENCY SHELTER FOR SINGLE ADULTS EXPERIENCING HOMELESSNESS IN A FACILITY OWNED BY THE CITY OF SANTA ROSA. IN ADDITION TO PROVIDING SHELTER, CATHOLIC CHARITIES WORKS CLOSELY WITH COMMUNITY PARTNERS, SO RESIDENTS HAVE ACCESS TO HEALTHCARE, SOBRIETY SUPPORT GROUPS, COUNSELING, AND HOUSING-FOCUSED CASE MANAGEMENT.RAINBOW HOUSE FAMILY SHELTER - LOCATED IN NAPA, RAINBOW HOUSE SERVES FAMILIES EXPERIENCING HOMELESSNESS WITH AT LEAST ONE CHILD UNDER 18, AS WELL AS MOMS IN THEIR THIRD TRIMESTER OF PREGNANCY. CLIENTS ARE REFERRED FROM NAPA COUNTY COORDINATED ENTRY.HOMELESS OUTREACH SERVICES TEAM (HOST) - HOST PROVIDES OUTREACH TO PEOPLE LIVING IN UNSHELTERED LOCATIONS THROUGHOUT SONOMA COUNTY, LINKING THEM TO PHYSICAL HEALTH, MENTAL HEALTH, AND ECONOMIC ASSISTANCE SERVICES AS WELL AS TO COORDINATED ENTRY. PROJECT AREAS ARE DEFINED AS ANYWHERE UNSHELTERED HOMELESS PERSONS ARE FOUND, INCLUDING WATERWAYS, TRAILS, AND ENCAMPMENTS. SERVICES OFFERED BY HOST FACILITATE ENTRY INTO HOUSING AND IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS EXPERIENCING HOMELESSNESS. HOST WORKS IN COLLABORATION WITH LOCAL GOVERNMENT SERVICES.DROP-IN CENTER - THE DROP-IN CENTER, LOCATED IN THE CARITAS CENTER IN SANTA ROSA, OFFERS A DROP-IN DAY PROGRAM FOR ADULT MEN AND WOMEN EXPERIENCING HOMELESSNESS. DIGNITY SERVICES PROVIDED ON SITE INCLUDE FREE LOCKERS, SHOWERS, LAUNDRY, TELEPHONE, MAIL SERVICE, AND PROGRAM REFERRALS. THE HOMELESS SERVICES CENTER SERVES UPWARDS OF 2,000 PEOPLE ANNUALLY.CARITAS CENTER - CARITAS CENTER'S 48,000 SQUARE FEET, 3-STORY BUILDING, INCLUDES A FAMILY SHELTER, HEAD START SCHOOL, HOUSING CASE MANAGEMENT, A DROP-IN DIGNITY CENTER, AND A RECUPERATION SHELTER, AS WELL AS A NEW HEALTH CLINIC PARTNERSHIP WITH SANTA ROSA COMMUNITY HEALTH. THE PRIMARY OBJECTIVE OF CARITAS CENTER IS TO PROVIDE A BRIDGE FROM HOMELESSNESS TO HOUSING THROUGH FULLY INTEGRATED SERVICE.CARITAS HOMES - CARITAS HOMES WILL CONSIST OF 128 PERMANENT, AFFORDABLE HOUSING APARTMENTS. CARITAS HOMES 1 (PHASE ONE) WAS FUNDED, BUILT, AND MANAGED BY THE ORGANIZATION'S NONPROFIT AFFORDABLE HOUSING DEVELOPMENT PARTNER, BURBANK HOUSING DEVELOPMENT CORPORATION. CONSTRUCTION OF CARITAS HOMES 1 (64 UNITS) BEGAN IN FISCAL YEAR 2023 AND OPENED IN JULY 2024. A PORTION OF THE APARTMENTS ARE SET ASIDE FOR FORMERLY HOMELESS SENIORS, VETERANS, AND OTHER VULNERABLE INDIVIDUALS, WITH THE REMAINING UNITS DESIGNATED FOR LOW-INCOME FAMILIES AND SINGLES WHO WORK BUT ARE UNABLE TO AFFORD MARKET RENTS.SANTA ROSA COMMUNITY HEALTH (SRCH) - THE ORGANIZATION HAS A COMMUNITY PARTNERSHIP WITH SRCH TO HANDLE THE PRIMARY HEALTH CLINIC AT CARITAS CENTER WHICH OFFERS SERVICES FOR PRIMARY AND PEDIATRIC CARE, WOMEN'S HEALTH SERVICES, AND MORE.

Program 2
Expenses: $3,358,688 Revenue: $533,135

HOUSING SERVICES: HOUSING COUNSELING - CATHOLIC CHARITIES IS ONE OF ONLY TWO U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD)-CERTIFIED HOUSING COUNSELING AGENCIES IN SONOMA COUNTY THAT...

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HOUSING SERVICES: HOUSING COUNSELING - CATHOLIC CHARITIES IS ONE OF ONLY TWO U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD)-CERTIFIED HOUSING COUNSELING AGENCIES IN SONOMA COUNTY THAT PROVIDES COUNSELING ON RENTAL ISSUES, OCCUPANCY PROBLEMS, AND ASSISTANCE WITH SECTION 8 HOUSING.PALMS INN PERMANENT SUPPORTIVE HOUSING - PREVIOUSLY A 104-UNIT MOTEL, THE PALMS INN WAS CONVERTED INTO PERMANENT SUPPORTIVE HOUSING FOR VETERANS AND FOR CHRONICALLY HOMELESS INDIVIDUALS. CATHOLIC CHARITIES PROVIDES SOCIAL SERVICES FOR 44 OF THE UNITS FOR INDIVIDUALS WHO WERE CHRONICALLY HOMELESS AND PROVIDES 24/7 SITE SUPPORT. CATHOLIC CHARITIES LEASES THE PROPERTY.NAPA PERMANENT SUPPORTIVE HOUSING - CATHOLIC CHARITIES PROVIDES ADDITIONAL PERMANENT SUPPORTIVE HOUSING UNITS IN NAPA, CALIFORNIA INCLUDING JEFFERSON PERMANENT SUPPORTIVE HOUSING AND IMOLA HOUSE.

Program 3
Expenses: $2,207,026 Revenue: $0

COMMUNITY CONNECTIONS: FINANCIAL STABILITY AND CRISIS RESPONSE (FSCR) - FSCR PROVIDES HEALTH EDUCATION AND ENROLLMENT ASSISTANCE FOR PUBLIC NUTRITION AND MEDICAL BENEFITS IN SONOMA, LAKE, NAPA AND...

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COMMUNITY CONNECTIONS: FINANCIAL STABILITY AND CRISIS RESPONSE (FSCR) - FSCR PROVIDES HEALTH EDUCATION AND ENROLLMENT ASSISTANCE FOR PUBLIC NUTRITION AND MEDICAL BENEFITS IN SONOMA, LAKE, NAPA AND MENDOCINO COUNTIES. SUPPORTING SERVICES INCLUDE FINANCIAL EDUCATION AND COACHING AND COMMUNITY RESOURCE REFERRALS.COMMUNITY FOOD PROGRAM - THE COMMUNITY FOOD PROGRAM DISTRIBUTES FREE FOOD TO LOW-INCOME MEMBERS OF THE COMMUNITY AT SITES THROUGHOUT SONOMA AND LAKE COUNTIES. THE PROGRAM DISTRIBUTES OVER 300,000 MEALS ANNUALLY.WILDFIRE RECOVERY DISASTER CASE MANAGEMENT (DCM) - FOCUSED ON LONG TERM RECOVERY FOR THOSE AFFECTED BY WILDFIRES IN SONOMA, LAKE, MENDOCINO AND NAPA COUNTIES. THE AGENCY BEGAN PROVIDING THESE SERVICES AFTER DEVASTATING FIRES IN LAKE COUNTY IN 2015 AND EXPANDED THE PROGRAM SIGNIFICANTLY AFTER THE 2018 FIRESTORMS IN NAPA AND SONOMA COUNTIES. DCM ASSISTS INDIVIDUAL COMMUNITY MEMBERS MAKE A FULL RECOVERY BY PROVIDING SERVICES WITH PARTNERING AGENCIES. DCM PROVIDES CASE MANAGEMENT SERVICES FOR LOCATING PERMANENT HOUSING AND RETURNING TO THE PRE-DISASTER HOUSING STATUS.SENIOR SERVICES - THE CARING RIDES PROGRAM PROVIDES FREE TRANSPORTATION FOR SENIORS NO LONGER ABLE TO DRIVE SO THEY CAN ACCESS MEDICAL APPOINTMENTS, ATTEND TO GROCERY SHOPPING, AND OTHER ERRANDS. CARING VOICES VOLUNTEERS MAKE DAILY TELEPHONE CALLS TO SENIORS AND OTHER HOMEBOUND ADULTS TO ENSURE CLIENTS ARE WELL.

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $18,814,733
Program Service Revenue $2,665,643
Investment Income $1,156,895
Other Revenue $289,292
TOTAL REVENUE $22,926,563

Expense Breakdown

Grants Paid $1,558,844
Salaries & Benefits $15,055,224
Fundraising Expenses $1,513,583
Program Expenses $19,053,024
Other Expenses $8,467,753
TOTAL EXPENSES $25,081,821

Year-over-Year Comparison

2024 2023 Change
Revenue $22,926,563 $23,626,155 0.0%
Expenses $25,081,821 $26,251,709 0.0%
Net Income $-2,155,258 $-2,625,554 -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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Governance

Voting Members
13
Independent Members
13
Employees
257
Volunteers
275

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
12
$754,125
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
THE MOST REV ROBERT F VASA CHAIRMAN 2.00
Officer Director
$0 $0 $0
TONY HILDESHEIM PRESIDENT 2.00
Officer Director
$0 $0 $0
JAMES NANTELL VICE PRESIDENT (THROUGH 2/2025) 2.00
Officer Director
$0 $0 $0
PENNY CLEARY VICE PRESIDENT (START 2/2025) 2.00
Officer Director
$0 $0 $0
DENNIS HARTER TREASURER 2.00
Officer Director
$0 $0 $0
CATHERINE TRIONE SECRETARY (THROUGH 2/2025) 2.00
Officer Director
$0 $0 $0
SANTIAGO RAMIREZ SECETARY (START 2/2025) 2.00
Officer Director
$0 $0 $0
DALE FLOWERS TRUSTEE 2.00
Director
$0 $0 $0
SUE GALLAGHER TRUSTEE 2.00
Director
$0 $0 $0
LEN MARABELLA TRUSTEE 2.00
Director
$0 $0 $0
JOAN MAXWELL TRUSTEE 2.00
Director
$0 $0 $0
ELIZABETH PERALTA TRUSTEE 2.00
Director
$0 $0 $0
BETH RYAN TRUSTEE 2.00
Director
$0 $0 $0
MIKE SULLIVAN TRUSTEE 2.00
Director
$0 $0 $0
DAVE WEBER TRUSTEE 2.00
Director
$0 $0 $0
JENNIELYNN HOLMES CHIEF EXECUTIVE OFFICER 40.00
Officer
$181,229 $9,965 $191,194
SHAUNA REED CHIEF FINANCIAL OFFICER 40.00
Officer
$171,938 $1,575 $173,513
CAREY DOUGHERTY CHIEF DEVELOPMENT OFFICER 40.00
Officer
$143,136 $18,179 $161,315
MATT VERSCHEURE CHIEF PROGRAM OFFICER 40.00
Officer
$150,597 $8,353 $158,950
ALAN FINNIE CHIEF ADMINISTRATIVE OFFICER 40.00
Officer
$69,153 $0 $69,153
SERENE COOPER DIRECTOR OF HUMAN RESOURCES 40.00
Highest
$119,278 $18,457 $137,735
DANIEL CROWELL CONTROLLER 40.00
Highest
$130,382 $5,376 $135,758
MARGARET PETTIBONE MAJOR GIFTS OFFICER 40.00
Highest
$123,372 $19,434 $142,806
LASETTE WELLEN DIRECTOR, FUNDING PARTNERSHIPS 40.00
Highest
$114,005 $18,385 $132,390
DINA LOPEZ DIRECTOR OF IMMIGRATION 40.00
Highest
$121,416 $20,008 $141,424
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 $22,926,563 $25,081,821 $61,170,529 $-2,155,258
2024 $23,626,155 $26,251,709 $108,390,744 $-2,625,554
2023 $35,517,408 $24,843,976 $112,954,771 $10,673,432
2022 $38,405,013 $22,328,974 $111,846,673 $16,076,039
2021 $39,546,658 $31,883,730 $50,290,823 $7,662,928
2021 $42,209,616 $34,421,688 $50,415,823 $7,787,928
2020 $22,993,540 $20,763,885 $30,808,183 $2,229,655
2019 $22,026,489 $17,790,664 $27,182,865 $4,235,825
2018 $19,359,759 $14,382,994 $20,176,692 $4,976,765
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