CATHOLIC CHARITIES OF SANTA CLARA COUNTY

EIN: 942762269 501(c)(3) Human Services

SAN JOSE, CA

Total Revenue
$56,328,513
Total Expenses
$56,684,838
Total Assets
$44,110,018
Net Assets
$37,410,601
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Organization Details

Formation Year
1981
Legal Domicile
CA
Principal Officer
GREGORY KEPFERLE
Phone
4084680100
Tax Period
2023-07-01 to 2024-06-30

CATHOLIC CHARITIES OF SANTA CLARA COUNTY, founded in 1981, is a mid-sized nonprofit in the Human Services sector that reported $56.3M in total revenue in fiscal year 2023.

Mission

CATHOLIC CHARITIES OF SANTA CLARA COUNTY SERVES AND ADVOCATES FOR FAMILIES AND INDIVIDUALS IN NEED, ESPECIALLY THOSE LIVING IN POVERTY. ROOTED IN GOSPEL VALUES, THE ORGANIZATION WORKS TO CREATE A MORE JUST AND COMPASSIONATE COMMUNITY IN WHICH PEOPLE OF ALL CULTURES AND BELIEFS CAN PARTICIPATE AND PROSPER. OUR GOAL IS SYSTEMIC, LASTING CHANGE THAT ENABLES DISADVANTAGED FAMILIES TO LIFT THEMSELVES OUT OF POVERTY BY TACKLING ROOT CAUSES OF ECONOMIC INEQUALITY IN SILICON VALLEY. AND BY SUPPORTING FAMILIES, NOT ONLY ARE WE LIVING UP TO OUR MOTTO OF "CHANGING LIVES FOR GOOD," BUT ALSO WE ARE FULFILLING OUR COMMITMENT TO A MORE JUST AND COMPASSIONATE COMMUNITY. WE IMAGINE A VALLEY WHERE: -EVERY CHILD HAS THE OPPORTUNITY TO LEARN FROM CRADLE TO CAREER AND LIVES IN A NEIGHBORHOOD FREE FROM FEAR. -FAMILIES CAN AFFORD TO LIVE IN SAFE AND DECENT HOUSING AND EAT NUTRITIOUS FOOD. -ENTERPRISING WORKERS CAN EARN ENOUGH TO MAKE ENDS MEET AND SAVE FOR THE FUTURE. -IMMIGRANTS AND REFUGEES ARE WELCOMED. -THOSE WHO ARE IMPRISONED, PHYSICALLY AND MENTALLY ILL, ELDERLY AND VULNERABLE CAN FIND HEALING AND HOPE. CATHOLIC CHARITIES 'CHANGES LIVES FOR GOOD' BY ALLEVIATING, PREVENTING AND REDUCING POVERTY. WE EMPLOY HOLISTIC AND TARGETED STRATEGIES THAT DISRUPT POVERTY, PROMOTE GREATER EQUITY AND INCLUSION, SUPPORT WELLNESS AND LEAD TO GREATER ECONOMIC MOBILITY FOR ALL RESIDENTS OF SANTA CLARA COUNTY. WE REACH MORE THAN 80,000 PEOPLE A YEAR INCLUDING CHILDREN, YOUTH, ADULTS, SENIORS, FAMILIES LIVING IN POVERTY, REFUGEES AND IMMIGRANTS, PEOPLE WITH DISABILITIES, THOSE ENGAGED WITH THE LEGAL SYSTEM, AND OTHER VULNERABLE POPULATIONS. A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION INCORPORATED IN 1981, CATHOLIC CHARITIES' PRIMARY SOURCES OF REVENUE AND SUPPORT ARE FROM CONTRIBUTIONS, GOVERNMENT CONTRACTS AND GRANTS, PROGRAM SERVICE FEES, AND IN-KIND CONTRIBUTIONS. DURING THE YEAR ENDED JUNE 30, 2022, THE ORGANIZATION LAUNCHED "FOOTSTEPS: PATHWAYS TO SELF-SUFFICIENCY," A STRATEGIC INITIATIVE INFORMED BY OUR LONG HISTORY OF SUPPORTING OUR NEIGHBORS IN NEED AND DISRUPTING INTER-GENERATIONAL POVERTY. SPECIFICALLY, THIS INITIATIVE IS FAMILY-CENTERED, NEIGHBORHOOD-BASED, AND AIMS TO TRANSFORM ENTIRE COMMUNITIES THROUGH A "ONE FAMILY AT A TIME" APPROACH. MULTIPLE SERVICES ADDRESS FAMILIES' MULTIPLE NEEDS WITH A COMPASSIONATE AND HEALING APPROACH TO FAMILY MEMBERS' PAST TRAUMAS THAT CONTRIBUTE TO THEIR CURRENT CIRCUMSTANCES. COMMUNITY ENGAGEMENT OPPORTUNITIES ENCOURAGE FAMILY MEMBERS TO BE ACTIVE ADVOCATES OF THE ISSUES THAT IMPACT THEIR OWN FAMILIES AND THEIR NEIGHBORHOODS.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $52,664,985
Program Service Revenue $2,648,738
Investment Income $868,075
Other Revenue $146,715
TOTAL REVENUE $56,328,513

Expense Breakdown

Grants Paid $12,074,350
Salaries & Benefits $37,584,272
Fundraising Expenses $2,346,463
Program Expenses $48,770,065
Other Expenses $7,026,216
TOTAL EXPENSES $56,684,838

Year-over-Year Comparison

2023 2022 Change
Revenue $56,328,513 $56,178,090 +0.0%
Expenses $56,684,838 $53,484,467 +0.1%
Net Income $-356,325 $2,693,623 -1.1%
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
20
Independent Members
20
Employees
713
Volunteers
1662

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
7
$915,339
Total Directors
20
$0
Key Employees
2
$519,885
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAUL SANCHIRICO PRESIDENT 10.00
Officer Director
$0 $0 $0
JAMES OTIENO VICE PRESIDENT 10.00
Officer Director
$0 $0 $0
LISA KLOPPENBERG SECRETARY 3.00
Officer Director
$0 $0 $0
BISHOP OSCAR CANTU CHAIRMAN 3.00
Officer Director
$0 $0 $0
BILL EVANS BOARD MEMBER 2.00
Director
$0 $0 $0
BILL ROTH BOARD MEMBER 2.00
Director
$0 $0 $0
DCN ERIC BOARD MEMBER 2.00
Director
$0 $0 $0
FR ANDRES LIGOT BOARD MEMBER 2.00
Director
$0 $0 $0
HYOUNG CHON BOARD MEMBER 2.00
Director
$0 $0 $0
JIM KOCH BOARD MEMBER 2.00
Director
$0 $0 $0
JOHN OOSTERHOUSE BOARD MEMBER 2.00
Director
$0 $0 $0
JUDITH SANCHEZ MD BOARD MEMBER 2.00
Director
$0 $0 $0
LAURA GARCIA BOARD MEMBER 2.00
Director
$0 $0 $0
MICHELLE VONDERHAAR BOARD MEMBER 2.00
Director
$0 $0 $0
PATRICK WAITE BOARD MEMBER 2.00
Director
$0 $0 $0
PAUL BAKER BOARD MEMBER 2.00
Director
$0 $0 $0
RICH RAMKO BOARD MEMBER 2.00
Director
$0 $0 $0
RON GONZALES BOARD MEMBER 2.00
Director
$0 $0 $0
SUSAN BISHOP BOARD MEMBER 2.00
Director
$0 $0 $0
WENDY BRENNAN BOARD MEMBER 2.00
Director
$0 $0 $0
GREGORY KEPFERLE CHIEF EXECUTIVE OFFICER 40.00
Officer
$308,002 $51,561 $359,563
LISA CHRISTIAN WEIDANZ CHIEF PROGRAMS & STRATEGY 40.00
Officer
$245,921 $32,523 $278,444
JENNY HO CHIEF FINANCIAL OFFICER 40.00
Officer
$245,420 $31,912 $277,332
SUSAN TAYLOR CHIEF DEVELOPMENT OFFICER 40.00
Key Emp
$246,697 $49,717 $296,414
JOAN CECILIA A DOHINA CHIEF HR OFFICER 40.00
Key Emp
$199,402 $24,069 $223,471
KAVITA VORA CONTROLLER 40.00
Highest
$160,930 $35,279 $196,209
EILA LATIF DIVISION DIRECTOR 40.00
Highest
$160,704 $32,745 $193,449
CECILIA BYNUM SENIOR DIRECTOR OF PLANNED GIVING & CORP RELATIONS 40.00
Highest
$162,898 $9,585 $172,483
MUNISHA VOHRA MANAGING DIR OF CLIN SVCS 40.00
Highest
$163,836 $19,817 $183,653
JAMES B SHOVEN DIRECTOR OF MAJOR GIFTS 40.00
Highest
$152,067 $35,964 $188,031
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 $56,328,513 $56,684,838 $44,110,018 $-356,325
2023 $56,178,090 $53,484,467 $43,427,697 $2,693,623
2022 $54,565,333 $47,598,730 $37,932,995 $6,966,603
2021 $52,659,902 $51,142,471 $37,221,303 $1,517,431
2020 $40,945,994 $40,280,471 $30,980,737 $665,523
2019 $35,983,444 $36,518,131 $26,796,312 $-534,687
2018 $34,694,058 $37,668,571 $26,943,615 $-2,974,513
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