2026-03-11T19:15:35-05:00 2025-04-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-05-01 942677202 CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND CATH 5107683100 433 JEFFERSON STREET OAKLAND CA 94607 TANYA POWELL CFO 5107683100 2026-03-11 1 1 KATY BROWN P00650274 9257902600 2026-03-11 2024 2025-03-06 01:10:19Z CATHOLIC CHARITIES OF THE EAST BAY TANYA POWELL 433 JEFFERSON STREET OAKLAND CA 94607 10728156 0 0928 X WWW.CCEB.ORG X 1979 CA TO SUPPORT CHILDREN, YOUTH, FAMILIES, AND SENIORS FROM CRISIS TO STABILITY AND WELL-BEING. 11 11 60 50 -872 0 5510246 5821672 481273 290781 979050 2037170 -54007 -30787 6916562 8118836 493010 693998 0 0 4829314 4510784 0 0 777120 3793892 3178055 9116216 8382837 -2199654 -264001 33968356 30844071 8666105 4756300 25302251 26087771 X CATHOLIC CHARITIES OF THE EAST BAY WORKS TO SUPPORT CHILDREN, YOUTH, FAMILIES, AND SENIORS FROM CRISIS TO STABILITY AND WELL-BEING. 0 0 3072308 250943 234781 IMMIGRATION LEGAL SERVICES:THE IMMIGRATION LEGAL SERVICES (ILS) TEAM AT CATHOLIC CHARITIES OF THE EAST BAY HELPS PEOPLE IN ALAMEDA AND CONTRA COSTA COUNTY WITH IMMIGRATION ISSUES WHEN THEY DON'T HAVE IMMEDIATE LEGAL SOLUTIONS. THE IMMIGRATION ILS DIVISION OFFERS SERVICES, INCLUDING LEGAL CONSULTATIONS, NATURALIZATION, U.S. CITIZENSHIP CLASSES, PERMANENT RESIDENCY APPLICATIONS AND RENEWALS, FAMILY-BASED VISA PETITIONS, AND SERVICES TO UNACCOMPANIED MINORS AND ASYLUM SEEKERS. THE TEAM INCLUDES QUALIFIED LEGAL EXPERTS CERTIFIED BY THE DEPARTMENT OF JUSTICE. THEY UNDERSTAND THE IMPORTANCE OF BUILDING TRUST AND USE PRACTICES SENSITIVE TO TRAUMA. 2071865 443055 HOUSING SERVICES:THE HOUSING SERVICES DIVISION OF CATHOLIC CHARITIES OF THE EAST BAY SUPPORTS RESIDENTS OF ALAMEDA AND CONTRA COSTA COUNTY WITH EMERGENCY RENTAL ASSISTANCE, RENTAL DEPOSITS AND UTILITY PAYMENTS AND CASE MANAGEMENT SERVICES FOR COMMUNITY MEMBERS STRUGGLING WITH FINDING SUSTAINABLE HOUSING. THROUGH OUR COMMUNITY PARTNERSHIPS, OUR TEAM SUPPORTS OUR HOUSING CLIENTS MAINTAIN THEIR CURRENT HOUSING THROUGH RENTAL ASSISTANCE AND PROVIDES CASE MANAGEMENT SERVICES TO IDENTIFY OTHER RESOURCES TO IMPROVE THE QUALIFY OF LIFE OF THE COMMUNITIES WE SERVE. 1029215 MENTAL HEALTH AND VIOLENCE PREVENTION (MHVP):THE MHVP DIVISION FOCUSES ON PREVENTION, INTERVENTION, FAMILY AND COMMUNITY ENGAGEMENT, AND RESTORATIVE PRACTICES. SERVICES AND SUPPORTS WITHIN THE MHVP DIVISION PRIORITIZE INDIVIDUALS, CHILDREN, YOUTH, AND FAMILIES IN ALAMEDA AND CONTRA COSTA COUNTIES. OUR MENTAL HEALTH AND WELLNESS APPROACH INCORPORATES FAMILY AND COMMUNITY EDUCATION, HEALING AND RESTORATIVE PRACTICES, RESPONSES TO COMMUNITY VIOLENCE, AND FAMILY PRESERVATION SERVICES IN PARTNERSHIP WITH COUNTY SOCIAL SERVICE AGENCIES. CLINICAL SERVICES INCLUDE BRIEF THERAPY MODELS OF ASSESSMENT, TRIAGE, AND REFERRALS FOR MILD TO MODERATE MENTAL HEALTH NEEDS. THE MHVP TEAM PROVIDES COACHING AND CONSULTATION IN HOMES, SCHOOLS, COMMUNITY LOCATIONS, AND FAITH-BASED SETTINGS. 31498 56000 OTHER PROGRAMS: DISASTER CASE MANAGEMENT SERVICES 31498 56000 6204886 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 496 0 1 60 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 1 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X JULIA TAYLOR 5107683100 433 JEFFERSON STREET OAKLAND CA 94607 MARIO ALIOTO CEO & SECRETARY 35.00 X X 0 0 0 BISHOP MICHAEL C BARBER SJ PRESIDENT 2.00 X X 0 0 0 JAMES FIEDLER BOARD CHAIR/INTERIM CEO 2.00 X X 0 0 0 MATTHEW KEMNER BOARD VICE CHAIR 2.00 X X 0 0 0 RICK MEDEIROS BISHOP'S REPRESENTATIVE 0.50 X 0 0 0 NANCY CECCONI BOARD MEMBER 0.50 X 0 0 0 FRANTHONY CHANDLER BOARD MEMBER (THRU 9/24) 0.50 X 0 0 0 LESLIE GEE BOARD MEMBER 0.50 X 0 0 0 DAVID KATREEB BOARD MEMBER (THRU 12/24) 0.50 X 0 0 0 MICHAEL J MATLY MD BOARD MEMBER 0.50 X 0 0 0 MARLENE MATSUOKA BOARD MEMBER 0.50 X 0 0 0 JOSE A SANTOS JR BOARD MEMBER 0.50 X 0 0 0 REV GEORGE E SCHULTZE SJ BOARD MEMBER 0.50 X 0 0 0 JULIA TAYLOR CONTROLLER/TREASURER 35.00 X 131954 0 14672 DAN TRITCH ACTING CFO 35.00 X 0 0 0 LISA CARLISLE CHIEF PROGRAM OFFICER 35.00 X 175001 0 11172 ELIZABETH DAVIS DIR OFFICE OF MISSION ADVANCEMENT 35.00 X 149309 0 11663 MARY KUHN DEPUTY CHIEF OF COMMUNICATION 35.00 X 132320 0 18162 NICOLE T THOMAS DIR MENTAL HEALTH & VIOLENCE PREVENTION 35.00 X 134290 0 2795 JAIRO LEIVA CHIEF OF STAFF 35.00 X 118809 0 12638 DANIEL KUBO SENIOR ACCOUNTANT (THRU 2/25) 35.00 X 104334 0 9301 MARGARET PETERSON FORMER CEO/SECRETARY (THRU 4/24) 35.00 X 297404 0 17850 1243421 0 98253 8 1 1 0 AHATIS LLC 4115 BLACKHAWK PLAZA CIRCLE SUITE DANVILLE CA 94506 IT SUPPORT 406238 YOUR PART-TIME CONTROLLER LLC PO BOX 7247 MAIL CODE 7123 PHILADELPHIA PA 197100001 FINANCE CONSULTING 299033 ARMANINO LLP PO BOX 745135 LOS ANGELES CA 90074 AUDIT/TAXES/CONSULTING 276338 SYNC-RESULTS 2215 ARBOR CHASE CIRCLE ARLINGTON TX 76011 DEVELOPMENT/FINANCE CONSULTING 156188 HANLON FINANCIAL CONSULTING LLC PO BOX 7650 OAKLAND CA 94601 FINANCE CONSULTING 107326 6 80000 100452 2409652 3231568 5821672 PROGRAM SERVICE FEES 900099 290781 290781 290781 612244 612244 53220 4200 60790 2356 -7570 1844 -5726 -872 -4854 3696504 200000 2459578 12000 1236926 188000 1424926 1424926 38235 100452 65961 -27726 -27726 11300 8635 2665 2665 8118836 290781 -872 2007255 X 250943 250943 443055 443055 385899 256621 129278 3367346 2825346 341641 200359 44605 38477 3769 2359 381364 319368 42602 19394 331570 280951 34245 16374 31700 31700 200201 200201 186617 186617 932724 711483 -40064 261305 268793 115276 40667 112850 468749 401712 53495 13542 16281 15368 251 662 9907 8046 332 1529 196515 194825 1690 181092 158633 17922 4537 BAD DEBT 489892 135971 249002 104919 LICENSES AND FEES 108378 30080 55086 23212 OTHER EXPENSES 69849 18731 35040 16078 EQUIPMENT LEASES 17357 17357 8382837 6204886 1400831 777120 1661975 1717142 489523 12725 1530171 595824 106495 111894 4934842 3382735 1733199 1552107 27663245 26109338 783748 745041 33968356 30844071 1376505 528676 75050 0 3054755 106900 985159 929531 3174636 3191193 8666105 4756300 X 7644229 8638295 17658022 17449476 25302251 26087771 33968356 30844071 -264001 480044 569477 0 X 0 1 X 1 0 X 12176662 13869277 7721474 5510246 5821672 45099331 12176662 13869277 7721474 5510246 5821672 45099331 45099331 408598 465446 702714 743709 669664 2990131 2665 2665 16214 8411 65694 90319 48182446 2098527 0.93600 0.74840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 3054755 733548 3681403 106900 1 X 12126552 860078 985112 78972 3100835 10791935 11580230 650289 927318 85042 946243 12126552 12918410 326467 202064 84346 1782365 11580230 13371840 1457681 -836019 1036379 38713 12918410 10825434 2732871 138305 13420000 1.00000 0.00000 0.00000 0 0 374224 374224 1699402 825104 874298 2317164 2013997 303167 271949 271746 203 272103 271888 215 1552107 LINE OF CREDIT 2540347 OPERATING LEASE LIABILITY 650846 3191193 X 8879014 480044 466751 946795 7932219 186617 186617 8118836 8093494 139722 139722 7953772 186617 242448 429065 8382837 PART IV, LINE 2B: CATHOLIC CHARITIES COLLECTS MONEY FROM CATHOLIC PARISHES TO BENEFIT OTHER CATHOLIC CHARITABLE ORGANIZATIONS. CATHOLIC CHARITIES ALSO ACTS AS A FISCAL AGENT FOR DISBURSING THE SAN FRANCISCO CHRONICLE'S SEASON OF SHARING FUND IN ALAMEDA AND CONTRA COSTA COUNTIES AND ALAMEDA COUNTY'S HOMELESS & EMERGENCY LODGING PROGRAM (HELP). THE SEASON OF SHARING AND HELP FUNDS ARE USED PRIMARILY FOR HOUSING ASSISTANCE TO INDIVIDUALS. ALAMEDA COUNTY DEPARTMENT OF SOCIAL SERVICES AND CONTRA COSTA COUNTY ADMINISTER THE SEASON OF SHARING PROGRAM, WHICH INVOLVES COUNTY SOCIAL SERVICES AGENCIES AND OTHER COMMUNITY ORGANIZATIONS IT DESIGNATES TO SCREEN AND DIRECT DISBURSEMENTS TO ELIGIBLE INDIVIDUALS. CATHOLIC CHARITIES IS ONE OF THE DESIGNATED ORGANIZATIONS. THE HELP PROGRAM IS ADMINISTERED BY THE ALAMEDA COUNTY DEPARTMENT OF SOCIAL SERVICES AND MODELED OFF OF THE SEASON OF SHARING PROGRAM, BUT IS RESTRICTED TO ALAMEDA COUNTY RESIDENTS. PART X, LINE 2: CATHOLIC CHARITIES HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF APRIL 30, 2025, CATHOLIC CHARITIES DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 67,941. RENTAL EXPENSES 71,781. AUDIT ADJUSTMENTS 327,029. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 67,941. RENTAL EXPENSES 71,781. PART XII, LINE 4B - OTHER ADJUSTMENTS: NEGATIVE EXPENSES MOVED TO REVENUE 242,448. GOLF TOURNAMENT 87452 56252 31200 8635 15180 16831 12197 LUNCHEON 39250 32215 7035 607 2815 7035 506 1 11985 11985 300 58 1797 138687 100452 38235 9242 3115 22273 16831 14500 65961 -27726 1 CATHOLIC CHARITIES USA 2050 BALLENGER AVE SUITE 400 ALEXANDRIA VA 223142756 530196620 501(C)(3) 250943 0 FEDERAL ADVOCACY FOR THE NEEDS OF HOMELESS PERSONS, FAMILIES, AND INDIVIDUALS 1 0 FINANCIAL ASSISTANCE 40 23820 RENT AND UTILITY ASSISTANCE 176 419235 PART I, LINE 2: ALL GRANTS ARE PROVIDED ON A REIMBURSEMENT BASIS. GRANTEES PROVIDE MONTHLY INVOICES FOR EXPENSES INCURRED, AND THESE INVOICES ARE REVIEWED BY THE PROGRAM AND FINANCE TEAMS BEFORE PAYMENT. GRANTEES, AS PROGRAM PARTNERS, WORK DIRECTLY WITH CATHOLIC CHARITIES EMPLOYEES WHEN PROVIDING SERVICES, SO PROGRAM OUTCOMES ARE REGULARLY REVIEWED. APPLICANTS ARE SCREENED FOR ELIGIBLITY AGAINST PRE-DETERMINED CRITERIA. ASSISTANCE TO INDIVIDUALS OR FAMILIES ARE PROVIDED ONLY AFTER A CASE WORKER HAS OBTAINED INDEPENDENT VERIFICATION OF THE INFORMATION ON THE APPLICATION SUBMITTED. MOST CLIENTS ARE REFERRED BY A GOVERNMENT AGENCY THAT HAS ALREADY SCREENED FOR AND DOCUMENTED ELIGIBLITY. ASSISTANCE IS PROVIDED BY DISBURSING FUNDS DIRECTLY TO CLIENT FOR FOOD, HEALTH, CLOTHING, TRANSPORTATION, AND FOR OTHER BASIC NEEDS OR TO THE CLIENT'S LANDLORD OR APPROPRIATE UTILITY FOR RENT OR UTILITIES AS APPROPRIATE. HOLIDAY ASSISTANCE ARE DISTRIBUTED BY CASE MANAGERS AND VOLUNTEERS. HOLIDAY AND GROCERY GIFT CARDS ARE DISTRIBUTED BY CASE MANAGERS. X X 1 0 0 0 0 0 0 0 0 MARGARET PETERSON FORMER CEO/SECRETARY (THRU 4/24) 197404 0 0 0 100000 0 2946 0 14904 0 315254 0 0 0 LISA CARLISLE CHIEF PROGRAM OFFICER 175001 0 0 0 0 0 675 0 10497 0 186173 0 0 0 ELIZABETH DAVIS DIR OFFICE OF MISSION ADVANCEMENT 149309 0 0 0 0 0 2625 0 9038 0 160972 0 0 0 MARY KUHN DEPUTY CHIEF OF COMMUNICATION 132320 0 0 0 0 0 4260 0 13902 0 150482 0 0 0 PART I, LINE 4A MARGARET PETERSON, FORMER CEO RECEIVED $100,000 SEVERANCE PAY IN CALENDAR YEAR 2024, REPORTED ON PART II COLUMN B(III). FORM 990, PART VI, SECTION A, LINE 2 RICK MEDEIROS IS THE CHANCELLOR OF THE DIOCESE OF OAKLAND AND REPORTS TO BISHOP BARBER. FORM 990, PART VI, SECTION A, LINE 3 DUE TO THE TRANSITION CFO DUTIES WERE ASSIGNED TO DAN TRITCH AS OF (01/23) AN INDEPENDENT CONTRACTOR, WHO IS EMPLOYED BY YPTC, LLC. DAN WORKED UNDER THE SUPERVISION OF THE CEO AND BOARD CHAIR FORM 990, PART VI, SECTION A, LINE 7A THE BISHOP OF THE DIOCESE OF OAKLAND SERVES AS PRESIDENT OF THE BOARD BUT FUNCTIONS IN AN EX-OFFICIO CAPACITY AND HAS DELEGATED THE GOVERNANCE OVERSIGHT RESPONSIBILITIES TO THE CHAIRMAN OF THE BOARD. THE BISHOP HAS VETO RIGHTS IN TERMS OF THE APPROVING OF NEW MEMBERS ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS RECEIVE A COPY OF THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS ARE ORIENTED WHEN THEY ASSUME THE RESPONSIBILITIES OF BOARD MEMBERSHIP. AS PART OF THE ORIENTATION, THEY REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN OFF ACKNOWLEDGING THEIR FULL UNDERSTANDING OF THE POLICY. COMPLIANCE IS MONITORED ANNUALLY; DURING THE OFFICER INSTALLATION EACH FISCAL YEAR, DIRECTORS ARE ASKED TO EVALUATE WHETHER THEY HAVE ANY CONFLICTS OF INTEREST AND DISCLOSE ANY IDENTIFIED TO THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR CONDUCTING A THOROUGH PERFORMANCE EVALUATION OF THE CHIEF EXECUTIVE OFFICER. THE CEO IN TURN CONDUCTS A PERFORMANCE EVALUATION OF THE KEY EXECUTIVE LEVEL POSITIONS IN PROGRAM, DEVELOPMENT, HUMAN RESOURCES, FINANCE, AND INFORMATION TECHNOLOGY/FACILITIES. COMPENSATION DATA FROM SIMILAR SIZED BAY AREA NON-PROFITS IS USED TO GAUGE THE REASONABLENESS OF OFFICER COMPENSATION AS WELL. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS OF THE ORGANIZATION, INCLUDING GOVERNANCE AND CONFLICT OF INTEREST STATEMENTS, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PAYROLL FEES: PROGRAM SERVICE EXPENSES 42,545. MANAGEMENT AND GENERAL EXPENSES 8,480. FUNDRAISING EXPENSES 11,551. TOTAL EXPENSES 62,576. RECRUITMENT: PROGRAM SERVICE EXPENSES 95,491. MANAGEMENT AND GENERAL EXPENSES 19,034. FUNDRAISING EXPENSES 25,927. TOTAL EXPENSES 140,452. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 573,447. MANAGEMENT AND GENERAL EXPENSES -67,578. FUNDRAISING EXPENSES 223,827. TOTAL EXPENSES 729,696.