CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA Charity Report

Public IRS 990 nonprofit record

CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA

EIN 94-2479393 · Human Services (P20Z)

What they do

CATHOLIC CHARITIES of THE DIOCESE of SANTA ROSA DBA CATHOLIC CHARITIES of NORTHWEST CALIFORNIA (CATHOLIC CHARITIES) is ENGAGED IN CHARITABLE ACTIVITIES IN THE ROMAN CATHOLIC DIOCESE of SANTA ROSA (THE DIOCESE). THE DIOCESE ENCOMPASSES SONOMA, LAKE, MENDOCINO, NAPA, DEL NORTE, and HUMBOLDT COUNTIES IN NORTHWEST CALIFORNIA. CATHOLIC CHARITIES SERVES OVER 20,000 CHILDREN and ADULTS ANNUALLY THROUGH SERVICES ACROSS ITS SIX-COUNTY SERVICE AREA, PROVIDING HOUSING and HOMELESS SERVICES, HEALTH and FINANCIAL WELLNESS PROGRAMS, SENIOR SERVICES, IMMIGRATION COUNSELING, and LONG-TERM DISASTER RECOVERY ASSISTANCE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $76.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders25 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

83.10%of revenue went to mission work76.0% of expenses · Program services

6.60%of revenue went to fundraising6.0% of expenses

$109.40spent for every $100 of revenueSpending was higher than revenue this year.

19.69%of revenue went to management and office costs18.0% of expenses

$2.44in assets for every $1 spent this yearSome assets cannot be spent right away.

82.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $2,155,258 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $191,194 for JENNIELYNN HOLMES (CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$22,926,563

Mission workProgram services$19,053,02483.10% of revenue76.0% of expenses

ManagementOffice and general costs$4,515,21419.69% of revenue18.0% of expenses

FundraisingAsking for donations$1,513,5836.60% of revenue6.0% of expenses

Total expenses$25,081,821109.40% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 76.0% mission · 18.0% management · 6.0% fundraisingTotal expenses: 109.40% of revenue

2023Expense mix: 78.8% mission · 16.1% management · 5.2% fundraisingTotal expenses: 111.11% of revenue

2022Expense mix: 77.9% mission · 17.4% management · 4.7% fundraisingTotal expenses: 69.95% of revenue

2021Expense mix: 79.2% mission · 16.0% management · 4.8% fundraisingTotal expenses: 58.14% of revenue

2020Expense mix: 91.6% mission · 5.7% management · 2.8% fundraisingTotal expenses: 81.55% of revenue

2019Expense mix: 87.2% mission · 8.4% management · 4.4% fundraisingTotal expenses: 90.30% of revenue

2018Expense mix: 86.5% mission · 9.6% management · 4.0% fundraisingTotal expenses: 80.77% of revenue

2017Expense mix: 86.3% mission · 9.6% management · 4.1% fundraisingTotal expenses: 74.29% of revenue

Money in and money out

Revenue$22,926,563

Expenses$25,081,821

Annual shortfall $2,155,258 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$19,053,024 · 76.0% of expenses

Management and office costs$4,515,214 · 18.0% of expenses

Fundraising$1,513,583 · 6.0% of expenses

See all reported dollar amounts

Revenue$22,926,563

Expenses$25,081,821

Assets$61,170,529

Income$22,972,628

Contributions$18,814,733

Mission work (program services)$19,053,024

Fundraising$1,513,583

Grants given$13,330,570

Average grant$6,665,285

Management and general$4,515,214

Executive compensation (total)$717,059

Stocks and bonds$12,277,261

Accounting fees$224,964

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JENNIELYNN HOLMESCHIEF EXECUTIVE OFFICER · 40 hrs/week $191,194Base $181,229 · Other $9,965

SHAUNA REEDCHIEF FINANCIAL OFFICER · 40 hrs/week $173,513Base $171,938 · Other $1,575

CAREY DOUGHERTYCHIEF DEVELOPMENT OFFICER · 40 hrs/week $161,315Base $143,136 · Other $18,179

MATT VERSCHEURECHIEF PROGRAM OFFICER · 40 hrs/week $158,950Base $150,597 · Other $8,353

MARGARET PETTIBONEMAJOR GIFTS OFFICER · 40 hrs/week $142,806Base $123,372 · Other $19,434

DINA LOPEZDIRECTOR OF IMMIGRATION · 40 hrs/week $141,424Base $121,416 · Other $20,008

SERENE COOPERDIRECTOR OF HUMAN RESOURCES · 40 hrs/week $137,735Base $119,278 · Other $18,457

DANIEL CROWELLCONTROLLER · 40 hrs/week $135,758Base $130,382 · Other $5,376

LASETTE WELLENDIRECTOR, FUNDING PARTNERSHIPS · 40 hrs/week $132,390Base $114,005 · Other $18,385

ALAN FINNIECHIEF ADMINISTRATIVE OFFICER · 40 hrs/week $69,153

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (25)

JENNIELYNN HOLMESCHIEF EXECUTIVE OFFICER

SHAUNA REEDCHIEF FINANCIAL OFFICER

CAREY DOUGHERTYCHIEF DEVELOPMENT OFFICER

MATT VERSCHEURECHIEF PROGRAM OFFICER

MARGARET PETTIBONEMAJOR GIFTS OFFICER

DINA LOPEZDIRECTOR OF IMMIGRATION

SERENE COOPERDIRECTOR OF HUMAN RESOURCES

DANIEL CROWELLCONTROLLER

LASETTE WELLENDIRECTOR, FUNDING PARTNERSHIPS

ALAN FINNIECHIEF ADMINISTRATIVE OFFICER

JOAN MAXWELLTRUSTEE

SANTIAGO RAMIREZSECETARY (START 2/2025)

PENNY CLEARYVICE PRESIDENT (START 2/2025)

SUE GALLAGHERTRUSTEE

MIKE SULLIVANTRUSTEE

THE MOST REV ROBERT F VASACHAIRMAN

TONY HILDESHEIMPRESIDENT

LEN MARABELLATRUSTEE

JAMES NANTELLVICE PRESIDENT (THROUGH 2/2025)

ELIZABETH PERALTATRUSTEE

DENNIS HARTERTREASURER

DAVE WEBERTRUSTEE

DALE FLOWERSTRUSTEE

CATHERINE TRIONESECRETARY (THROUGH 2/2025)

BETH RYANTRUSTEE

About this charity

Recognized since: January 1946
Location: 987 AIRWAY CT, SANTA ROSA, CA 95403-2048
County: Sonoma
In care of: SHAUNA REED
Primary officer: SHAUNA REED, CFO

How to reach them

WebsiteVisit the charity’s website EmailInfo@srcharities.org Phone(707) 528-8712

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Human Services (P20Z)
Grant-giving organization: Yes