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

1979

Legal Domicile

Principal Officer

TANYA POWELL

Phone

5107683100

Tax Period

2024-05-01 to 2025-04-30

CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND, founded in 1979, is a community nonprofit that reported $8.1M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Net assets of $26.1M represent 39 months of operating reserves.

Mission

CATHOLIC CHARITIES OF THE EAST BAY WORKS TO SUPPORT CHILDREN, YOUTH, FAMILIES, AND SENIORS FROM CRISIS TO STABILITY AND WELL-BEING.

Program Service Accomplishments

Program 1

Expenses: $3,072,308 Revenue: $234,781

IMMIGRATION LEGAL SERVICES:THE IMMIGRATION LEGAL SERVICES (ILS) TEAM AT CATHOLIC CHARITIES OF THE EAST BAY HELPS PEOPLE IN ALAMEDA AND CONTRA COSTA COUNTY WITH IMMIGRATION ISSUES WHEN THEY DON'T HAVE IMMEDIATE LEGAL SOLUTIONS. THE IMMIGRATION ILS DIVISION OFFERS SERVICES, INCLUDING LEGAL CONSULTATIONS, NATURALIZATION, U.S. CITIZENSHIP CLASSES, PERMANENT RESIDENCY APPLICATIONS AND RENEWALS, FAMILY-BASED VISA PETITIONS, AND SERVICES TO UNACCOMPANIED MINORS AND ASYLUM SEEKERS. THE TEAM INCLUDES QUALIFIED LEGAL EXPERTS CERTIFIED BY THE DEPARTMENT OF JUSTICE. THEY UNDERSTAND THE IMPORTANCE OF BUILDING TRUST AND USE PRACTICES SENSITIVE TO TRAUMA.

Program 2

Expenses: $2,071,865

HOUSING SERVICES:THE HOUSING SERVICES DIVISION OF CATHOLIC CHARITIES OF THE EAST BAY SUPPORTS RESIDENTS OF ALAMEDA AND CONTRA COSTA COUNTY WITH EMERGENCY RENTAL ASSISTANCE, RENTAL DEPOSITS AND...

HOUSING SERVICES:THE HOUSING SERVICES DIVISION OF CATHOLIC CHARITIES OF THE EAST BAY SUPPORTS RESIDENTS OF ALAMEDA AND CONTRA COSTA COUNTY WITH EMERGENCY RENTAL ASSISTANCE, RENTAL DEPOSITS AND UTILITY PAYMENTS AND CASE MANAGEMENT SERVICES FOR COMMUNITY MEMBERS STRUGGLING WITH FINDING SUSTAINABLE HOUSING. THROUGH OUR COMMUNITY PARTNERSHIPS, OUR TEAM SUPPORTS OUR HOUSING CLIENTS MAINTAIN THEIR CURRENT HOUSING THROUGH RENTAL ASSISTANCE AND PROVIDES CASE MANAGEMENT SERVICES TO IDENTIFY OTHER RESOURCES TO IMPROVE THE QUALIFY OF LIFE OF THE COMMUNITIES WE SERVE.

Program 3

Expenses: $1,029,215

MENTAL HEALTH AND VIOLENCE PREVENTION (MHVP):THE MHVP DIVISION FOCUSES ON PREVENTION, INTERVENTION, FAMILY AND COMMUNITY ENGAGEMENT, AND RESTORATIVE PRACTICES. SERVICES AND SUPPORTS WITHIN THE MHVP DIVISION PRIORITIZE INDIVIDUALS, CHILDREN, YOUTH, AND FAMILIES IN ALAMEDA AND CONTRA COSTA COUNTIES. OUR MENTAL HEALTH AND WELLNESS APPROACH INCORPORATES FAMILY AND COMMUNITY EDUCATION, HEALING AND RESTORATIVE PRACTICES, RESPONSES TO COMMUNITY VIOLENCE, AND FAMILY PRESERVATION SERVICES IN PARTNERSHIP WITH COUNTY SOCIAL SERVICE AGENCIES. CLINICAL SERVICES INCLUDE BRIEF THERAPY MODELS OF ASSESSMENT, TRIAGE, AND REFERRALS FOR MILD TO MODERATE MENTAL HEALTH NEEDS. THE MHVP TEAM PROVIDES COACHING AND CONSULTATION IN HOMES, SCHOOLS, COMMUNITY LOCATIONS, AND FAITH-BASED SETTINGS.

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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 $5,821,672

Program Service Revenue $290,781

Investment Income $2,037,170

Other Revenue $-30,787

TOTAL REVENUE $8,118,836

Expense Breakdown

Grants Paid $693,998

Salaries & Benefits $4,510,784

Fundraising Expenses $777,120

Program Expenses $6,204,886

Other Expenses $3,178,055

TOTAL EXPENSES $8,382,837

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,118,836	$6,916,562	+0.2%
Expenses	$8,382,837	$9,116,216	-0.1%
Net Income	$-264,001	$-2,199,654	-0.9%

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

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

$146,626

Total Directors

Key Employees

$186,173

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIO ALIOTO	CEO & SECRETARY	35.00	Officer Director	$0	$0	$0
BISHOP MICHAEL C BARBER SJ	PRESIDENT	2.00	Officer Director	$0	$0	$0
JAMES FIEDLER	BOARD CHAIR/INTERIM CEO	2.00	Officer Director	$0	$0	$0
MATTHEW KEMNER	BOARD VICE CHAIR	2.00	Officer Director	$0	$0	$0
RICK MEDEIROS	BISHOP'S REPRESENTATIVE	0.50	Director	$0	$0	$0
NANCY CECCONI	BOARD MEMBER	0.50	Director	$0	$0	$0
FRANTHONY CHANDLER	BOARD MEMBER (THRU 9/24)	0.50	Director	$0	$0	$0
LESLIE GEE	BOARD MEMBER	0.50	Director	$0	$0	$0
DAVID KATREEB	BOARD MEMBER (THRU 12/24)	0.50	Director	$0	$0	$0
MICHAEL J MATLY MD	BOARD MEMBER	0.50	Director	$0	$0	$0
MARLENE MATSUOKA	BOARD MEMBER	0.50	Director	$0	$0	$0
JOSE A SANTOS JR	BOARD MEMBER	0.50	Director	$0	$0	$0
REV GEORGE E SCHULTZE SJ	BOARD MEMBER	0.50	Director	$0	$0	$0
JULIA TAYLOR	CONTROLLER/TREASURER	35.00	Officer	$131,954	$14,672	$146,626
DAN TRITCH	ACTING CFO	35.00	Officer	$0	$0	$0
LISA CARLISLE	CHIEF PROGRAM OFFICER	35.00	Key Emp	$175,001	$11,172	$186,173
ELIZABETH DAVIS	DIR OFFICE OF MISSION ADVANCEMENT	35.00	Highest	$149,309	$11,663	$160,972
MARY KUHN	DEPUTY CHIEF OF COMMUNICATION	35.00	Highest	$132,320	$18,162	$150,482
NICOLE T THOMAS	DIR MENTAL HEALTH & VIOLENCE PREVENTION	35.00	Highest	$134,290	$2,795	$137,085
JAIRO LEIVA	CHIEF OF STAFF	35.00	Highest	$118,809	$12,638	$131,447
DANIEL KUBO	SENIOR ACCOUNTANT (THRU 2/25)	35.00	Highest	$104,334	$9,301	$113,635
MARGARET PETERSON	FORMER CEO/SECRETARY (THRU 4/24)	35.00		$297,404	$17,850	$315,254

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	$8,118,836	$8,382,837	$30,844,071	$-264,001
2024	$6,916,562	$9,116,216	$33,968,356	$-2,199,654
2023	$7,043,526	$12,261,373	$32,036,023	$-5,217,847
2023	$8,349,506	$12,608,383	$33,114,672	$-4,258,877
2022	$14,948,614	$14,855,193	$37,535,176	$93,421
2022	$14,540,834	$15,082,225	$36,606,998	$-541,391
2021	$13,377,446	$12,465,498	$39,560,106	$911,948
2020	$24,148,239	$11,643,684	$35,713,774	$12,504,555
2019	$15,635,475	$9,927,486	$21,747,864	$5,707,989
2018	$9,615,751	$7,427,312	$14,643,172	$2,188,439

CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND