Catholic Charities San Bernardino & Riverside Counties

EIN: 953516461 501(c)(3)

San Bernardino, CA

Total Revenue
$6,028,458
Total Expenses
$6,045,042
Total Assets
$11,725,969
Net Assets
$11,095,844
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
CA
Principal Officer
Tim Ney
Phone
9093881239
Tax Period
2024-07-01 to 2025-06-30

Catholic Charities San Bernardino & Riverside Counties, founded in 1980, is a community nonprofit that reported $6.0M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

The mission of Catholic Charities is to achieve lasting stability and well-being by creating opportunities that promote healthy and fulfilling lives. Our vision is to empower individuals and families to live a healthy life by providing opportunities that lead to stability.

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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 $5,634,142
Program Service Revenue $29,865
Investment Income $359,865
Other Revenue $4,586
TOTAL REVENUE $6,028,458

Expense Breakdown

Grants Paid $2,634,608
Salaries & Benefits $2,429,882
Fundraising Expenses $239,399
Program Expenses $4,918,449
Other Expenses $980,552
TOTAL EXPENSES $6,045,042

Year-over-Year Comparison

2024 2023 Change
Revenue $6,028,458 $6,528,787 -0.1%
Expenses $6,045,042 $6,684,466 -0.1%
Net Income $-16,584 $-155,679 -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
17
Independent Members
16
Employees
72
Volunteers
165

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
8
$188,115
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
John Kosta Chairman 2.00
Officer Director
$0 $0 $0
Dr Donald Averill EdD Vice Chairman 3.00
Officer Director
$0 $0 $0
Jorge Montenegro Treasurer 2.00
Officer Director
$0 $0 $0
Candace Heaton Secretary 2.00
Officer Director
$0 $0 $0
Manny Cardoza Director 1.00
Director
$0 $0 $0
Minerva Clayton Director 1.00
Director
$0 $0 $0
Dr Timothy Jenkins MD Director 1.00
Director
$0 $0 $0
Gerardo J Lopez Director 1.00
Director
$0 $0 $0
Javier H Lopez Director 1.00
Director
$0 $0 $0
Maria Macabales Director 1.00
Director
$0 $0 $0
Sergio Nunez Director 1.00
Director
$0 $0 $0
Cynthia Ronquillo-Francisco Director 1.00
Director
$0 $0 $0
Sister Leticia Salazar Director 2.00
Officer Director
$0 $0 $0
Kelly Schlegel Director 1.00
Director
$0 $0 $0
William Schlegel Director 1.00
Director
$0 $0 $0
Teresa Seipel Director 1.00
Director
$0 $0 $0
The Most Rev Bishop Alberto Rojas President 1.00
Officer
$0 $0 $0
Tim Ney CEO 40.00
Officer
$64,584 $0 $64,584
Jesse R Gonzalez COO 40.00
Officer
$123,531 $0 $123,531
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 $6,028,458 $6,045,042 $11,725,969 $-16,584
2024 $6,528,787 $6,684,466 $11,444,537 $-155,679
2023 $7,876,224 $7,507,917 $11,551,755 $368,307
2022 $6,334,566 $6,621,146 $10,791,486 $-286,580
2021 $6,581,844 $6,059,602 $11,529,952 $522,242
2020 $6,328,897 $5,396,576 $10,287,280 $932,321
2019 $6,521,739 $5,741,270 $9,721,656 $780,469
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