CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND

EIN: 942677202 501(c)(3)

OAKLAND, CA

Total Revenue
$8,118,836
Total Expenses
$8,382,837
Total Assets
$30,844,071
Net Assets
$26,087,771
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
CA
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

TO SUPPORT CHILDREN, YOUTH, FAMILIES, AND SENIORS FROM CRISIS TO STABILITY AND WELL-BEING.

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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 (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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
60
Volunteers
50

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
6
$146,626
Total Directors
13
$0
Key Employees
1
$186,173
Highest Compensated
5
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 $8,349,506 $12,608,383 $33,114,672 $-4,258,877
2023 $7,043,526 $12,261,373 $32,036,023 $-5,217,847
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
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