CATHOLIC CHARITIES OF ORANGE COUNT… - 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

1976

Legal Domicile

Principal Officer

ELLEN ROY

Phone

7143479602

Tax Period

2023-07-01 to 2024-06-30

CATHOLIC CHARITIES OF ORANGE COUNTY INC, founded in 1976, is a community nonprofit in the Human Services sector that reported $6.7M in total revenue in fiscal year 2023.

Mission

THE MISSION OF CATHOLIC CHARITIES OF ORANGE COUNTY IS TO PROVIDE SERVICE TO PEOPLE IN NEED, PROMOTE THEIR VOICE IN SOCIETY, AND TO CALL THE CHURCH AND ALL PEOPLE TO DO THE SAME."

Program Service Accomplishments

Program 1

Expenses: $4,331,732 Revenue: $2,906

"COMMUNITY OUTREACH - SERVED A TOTAL OF 940,823 PEOPLE IN THE FOLLOWING PROGRAMS: THE CANTLAY FOOD DISTRIBUTION CENTER PROVIDES FOOD AND OTHER NECESSITIES, INCLUDING DIAPERS FOR CHILDREN AGES 0-5, TO DISADVANTAGED INDIVIDUALS AND FAMILIES THREE DAYS A WEEK. THE GARDEN OF HOPE ASPIRES TO EDUCATE THE COMMUNITY ON THE VALUE OF NUTRITION, HOW TO GROW ORGANIC VEGETABLES & HERBS, AND HOW TO COOK HEALTHY MEALS USING GARDEN INGREDIENTS. HEALTH & WELLNESS SERVICES (CALFRESH FOOD, MEDI-CAL, & CALFRESH HEALTHY LIVING) PROVIDES ASSISTANCE WITH CALFRESH FOOD BENEFITS AND MEDI-CAL ENROLLMENT FOR LOW-INCOME FAMILIES & INDIVIDUALS. THEIR CALFRESH HEALTHY LIVING TEAM IMPROVES THE NUTRITIONAL HEALTH OF LOW-INCOME CALIFORNIANS THROUGH NUTRITION & PHYSICAL ACTIVITY EDUCATION, AND AWARENESS OF HEALTHY COMMUNITY INITIATIVES.

Program 2

Expenses: $1,413,362 Revenue: $119,161

CITIZENSHIP & IMMIGRATION SERVICES SERVED 7,985 CLIENTS PROVIDING ACCREDITED LEGAL ASSISTANCE IN DOCUMENT PREPARATION FOR INDIVIDUALS AND FAMILIES SEEKING REUNIFICATION, LEGALIZATION AND ADJUSTMENT OF STATUS ALSO PROVIDES SOUTHERN CALIFORNIA LEGAL PERMANENT RESIDENTS WHO ARE ELIGIBLE FOR NATURALIZATION WITH INFORMATION, EDUCATION AND N-400 APPLICATION ASSISTANCE THROUGH INDIVIDUALIZED CASE MANAGEMENT. THESE SERVICES ARE SUPPORTED BY PROGRAM SERVICE FEES THAT ARE CHARGED TO CLIENTS BASED ON AFFORDABLE RATES.

Program 3

Expenses: $630,525 Revenue: $16,557

NEW HOPE COUNSELING SERVICES SERVED A TOTAL OF 3,667 CLIENTS WITH 3,456 COUNSELING SESSIONS/INQUIRY CALLS MENTAL HEALTH OF STUDENTS IN OUR CATHOLIC SCHOOLS WE PROVIDE LOW-COST THERAPY FOR CHALLENGES SUCH AS ANXIETY, DEPRESSION, MOOD DISORDERS, TRAUMA, RELATIONSHIP CHALLENGES, GRIEF & LOSS, PROBLEMS AT WORK, PARENTING CHALLENGES, DIVORCE, AND LIFE TRANSITIONS AND THE NEW HOPE PEER-TO-PEER SUPPORT LINE PROVIDES A FREE OF CHARGE TELEPHONE SUPPORT LINE THAT OFFERS NONJUDGMENTAL PEER LISTENING AND GODLY LOVE TO ANYONE SEEKING HELP DURING ITS OPERATING HOURS. THESE SERVICES ARE SUPPORTED BY PROGRAM SERVICE FEES THAT ARE CHARGED TO CLIENTS BASED ON AFFORDABLE RATES. ADDITIONALLY, A BEQUEST WAS RECEIVED BY THE ORGANIZATION TO SUPPORT THIS PROGRAM.

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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 (2023)

Revenue Breakdown

Contributions & Grants $6,090,176

Program Service Revenue $138,624

Investment Income $138,268

Other Revenue $337,903

TOTAL REVENUE $6,704,971

Expense Breakdown

Grants Paid $665,946

Salaries & Benefits $3,471,518

Fundraising Expenses $159,286

Program Expenses $6,375,619

Other Expenses $2,609,239

TOTAL EXPENSES $6,746,703

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,704,971	$6,619,970	+0.0%
Expenses	$6,746,703	$5,683,346	+0.2%
Net Income	$-41,732	$936,624	-1.0%

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

1891

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

$287,008

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOST REV KEVIN VANN	PRESIDENT	1.00	Officer Director	$0	$0	$0
ED BENOE	TRUSTEE	1.00	Director	$0	$0	$0
MARY BRUNSON	TRUSTEE	1.00	Director	$0	$0	$0
CRISTINA GIANNANTONIO	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER GONZALES	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK IMBURGIA	TRUSTEE (UNTIL 06/30/24)	1.00	Director	$0	$0	$0
MARK JABLONSKI	TRUSTEE (UNTIL 06/30/24)	1.00	Director	$0	$0	$0
SUZANNE LAND	TRUSTEE	1.00	Director	$0	$0	$0
KATE MCGREGOR	TRUSTEE	1.00	Director	$0	$0	$0
MOST REV THAI NGUYEN	TRUSTEE	1.00	Director	$0	$0	$0
STEVE PELLEGRINI	TRUSTEE	1.00	Director	$0	$0	$0
DEACON TAO PHAN	TRUSTEE	1.00	Director	$0	$0	$0
FR MICHAEL RIZZO	TRUSTEE	1.00	Director	$0	$0	$0
DEACON THOMAS SAENZ	TRUSTEE	1.00	Director	$0	$0	$0
MARTHA SCHNEIDERS	TRUSTEE	1.00	Director	$0	$0	$0
BART SHIVELY	TRUSTEE	1.00	Director	$0	$0	$0
ROSE STOCK	TRUSTEE	1.00	Director	$0	$0	$0
SR THUY TRAN	TRUSTEE	1.00	Director	$0	$0	$0
DARNELL WYRICK	TRUSTEE	1.00	Director	$0	$0	$0
FRANK URY	TRUSTEE (UNTIL 06/30/24)	1.00	Director	$0	$0	$0
ELLEN ROY	EXECUTIVE DIRECTOR	40.00	Officer	$156,555	$11,700	$168,255
JULIANA SILVA VASCONCELOS	DIRECTOR OF FINANCE	40.00	Officer	$114,853	$3,900	$118,753
MARIAJOSE GARORTI	DIRECTOR OF COMMUNICATION	40.00	Highest	$109,200	$0	$109,200

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	$6,704,971	$6,746,703	$8,084,308	$-41,732
2023	$6,619,970	$5,683,346	$8,224,633	$936,624
2022	$4,889,113	$3,762,955	$6,254,355	$1,126,158
2021	$6,914,289	$5,060,552	$5,815,393	$1,853,737
2020	$4,052,455	$5,019,822	$4,418,498	$-967,367
2019	$3,500,233	$3,877,129	$4,490,571	$-376,896
2018	$3,636,310	$3,262,590	$5,589,841	$373,720

CATHOLIC CHARITIES OF ORANGE COUNTY INC