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Nonprofit · EIN 94-2479393

CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA

Tax-exempt · SANTA ROSA, CA 95403

Financials

$35.5M$24.8M2022$23.6M$26.3M2023$22.9M$25.1M2024
Revenue Expenses · by fiscal year end
Financials of CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$22,926,563$25,081,821-$2,155,258$61,170,529$7,270,864$53,899,665
June 30, 2024990$23,626,155$26,251,709-$2,625,554$108,390,744$46,955,709$61,435,035
June 30, 2023990$35,517,408$24,843,976$10,673,432$112,954,771$48,487,876$64,466,895
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$18,814,733
of which government grants
$13,226,420
Program service revenue
$2,665,643
Investment income
$1,156,895
Net income from fundraising events
-$6,735
Other revenue
$289,292

Expenses

Grants and similar amounts paid
$1,558,844
Compensation of officers, directors and key employees
$873,908
Other salaries and wages
$10,852,976
Salaries, compensation and benefits (total)
$15,055,224
Professional fundraising fees
$0
Legal fees
$183,752
Accounting fees
$224,964
Occupancy
$3,492,373
Travel
$65,818
Depreciation
$338,465
Program services (functional)
$19,053,024
Management and general (functional)
$4,515,214
Fundraising (functional)
$1,513,583

Balance sheet and other

Total assets, start of year
$108,390,744
Total assets, end of year
$61,170,529
Total liabilities, end of year
$7,270,864
Net assets, end of year
$53,899,665
Land, buildings and equipment
$8,646,274
Publicly traded securities
$12,277,261
Net assets without donor restrictions
$51,580,665
Net assets with donor restrictions
$2,319,000
Gross receipts
$22,972,628
Employees
257
Volunteers
275
Year formed
1979
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JENNIELYNN HOLMESCHIEF EXECUTIVE OFFICER
Officer
40$181,229$9,965
SHAUNA REEDCHIEF FINANCIAL OFFICER
Officer
40$171,938$1,575
CAREY DOUGHERTYCHIEF DEVELOPMENT OFFICER
Officer
40$143,136$18,179
MATT VERSCHEURECHIEF PROGRAM OFFICER
Officer
40$150,597$8,353
MARGARET PETTIBONEMAJOR GIFTS OFFICER
Highest-paid employee
40$123,372$19,434
DINA LOPEZDIRECTOR OF IMMIGRATION
Highest-paid employee
40$121,416$20,008
SERENE COOPERDIRECTOR OF HUMAN RESOURCES
Highest-paid employee
40$119,278$18,457
DANIEL CROWELLCONTROLLER
Highest-paid employee
40$130,382$5,376
LASETTE WELLENDIRECTOR, FUNDING PARTNERSHIPS
Highest-paid employee
40$114,005$18,385
ALAN FINNIECHIEF ADMINISTRATIVE OFFICER
Officer
40$69,153$0
THE MOST REV ROBERT F VASACHAIRMAN
Trustee or director, Officer
2$0$0
TONY HILDESHEIMPRESIDENT
Trustee or director, Officer
2$0$0
JAMES NANTELLVICE PRESIDENT (THROUGH 2/2025)
Trustee or director, Officer
2$0$0
PENNY CLEARYVICE PRESIDENT (START 2/2025)
Trustee or director, Officer
2$0$0
DENNIS HARTERTREASURER
Trustee or director, Officer
2$0$0
10 more people on this return
NameTitleHours / weekCompensation
CATHERINE TRIONESECRETARY (THROUGH 2/2025)
Trustee or director, Officer
2$0
SANTIAGO RAMIREZSECETARY (START 2/2025)
Trustee or director, Officer
2$0
DALE FLOWERSTRUSTEE
Trustee or director
2$0
SUE GALLAGHERTRUSTEE
Trustee or director
2$0
LEN MARABELLATRUSTEE
Trustee or director
2$0
JOAN MAXWELLTRUSTEE
Trustee or director
2$0
ELIZABETH PERALTATRUSTEE
Trustee or director
2$0
BETH RYANTRUSTEE
Trustee or director
2$0
MIKE SULLIVANTRUSTEE
Trustee or director
2$0
DAVE WEBERTRUSTEE
Trustee or director
2$0
990 for the year ended June 30, 2024: 22 people
NameTitleHours / weekCompensationOther / benefits
JENNIELYNN HOLMESCHIEF EXECUTIVE OFFICER
Officer
40$176,854$11,487
MATTHEW VERSCHEURECHIEF PROGRAM OFFICER
Officer
40$150,258$18,876
SHARON VAUGHNCHIEF ADMINISTRATIVE OFFIC
Officer
40$151,938$8,349
SERENE COOPERDIRECTOR OF HUMAN RESOURCES
Highest-paid employee
40$119,305$17,654
DINA LOPEZDIRECTOR OF IMMIGRATION
Highest-paid employee
40$116,967$17,519
MARGARET PETTIBONEMAJOR GIFTS OFFICER
Highest-paid employee
40$118,265$6,492
CAREY DOUGHERTYCHIEF DEVELOPMENT OFFICER
Officer
40$95,573$16,154
CYNTHIA YOXALLMAJOR GIFTS OFFICER
Highest-paid employee
40$104,195$5,723
SHAUNA REEDCHIEF FINANCIAL OFFICER
Officer
40$31,179$0
LEONARD MARABELLATRUSTEE
Trustee or director
2$0$0
THE MOST REV ROBERT F VASACHAIR OF THE BOARD
Trustee or director, Officer
2$0$0
JAMES NANTELLVICE PRESIDENT
Trustee or director, Officer
2$0$0
CATHERINE TRIONISECRETARY
Trustee or director, Officer
2$0$0
DENNIS J BYRNETRUSTEE (TO 04/2024)
Trustee or director
2$0$0
TONY HILDESHEIMPRESIDENT
Trustee or director, Officer
2$0$0
MICHAEL A SULLIVANTRUSTEE
Trustee or director
2$0$0
SANTIAGO RAMIREZSECRETARY
Trustee or director, Officer
2$0$0
DAVID WEBERTRUSTEE
Trustee or director
2$0$0
PENNY CLEARYVICE PRESIDENT
Trustee or director, Officer
2$0$0
DENNIS HARTERTREASURER
Trustee or director, Officer
2$0$0
DALE FLOWERSTRUSTEE
Trustee or director
2$0$0
JOAN MAXWELLTRUSTEE
Trustee or director
2$0$0
990 for the year ended June 30, 2023: 21 people
NameTitleHours / weekCompensationOther / benefits
REBECCA KENDALLCHIEF DEVELOPMENT OFFICER
Officer
40$129,640$38,980
JENNIELYNN HOLMESCHIEF EXECUTIVE OFFICER
Officer
40$144,460$0
SHARON VAUGHNCHIEF ADMINISTRATIVE OFFICER
Officer
40$136,223$6,000
DINA LOPEZDIRECTOR OF IMMIGRATION
Highest-paid employee
40$105,061$32,900
MATTHEW VERSCHEURECHIEF PROGRAM OFFICER
Officer
40$111,260$16,035
AMY HOLTERDIRECTOR OF FINANCIAL STABILITY & CRISIS
Highest-paid employee
40$103,323$11,300
THE MOST REV ROBERT F VASACHAIR OF THE BOARD
Trustee or director, Officer
2$0$0
JAMES NANTELLPRESIDENT
Trustee or director, Officer
2$0$0
RICK ABBOTVICE PRESIDENT
Trustee or director, Officer
2$0$0
CATHERINE TRIONISECRETARY
Trustee or director, Officer
2$0$0
DENNIS J BYRNEDIRECTOR
Trustee or director
2$0$0
FRANK CONNELLYDIRECTOR
Trustee or director
2$0$0
DENISE DIXONDIRECTOR
Trustee or director
2$0$0
TONY HILDESHEIMDIRECTOR
Trustee or director
2$0$0
MERRY EDWARDSDIRECTOR
Trustee or director
2$0$0
BETH RYANDIRECTOR
Trustee or director
2$0$0
MICHAEL A SULLIVANDIRECTOR
Trustee or director
2$0$0
SATIAGO RAMIREZDIRECTOR
Trustee or director
2$0$0
LEONARD MARABELLADIRECTOR
Trustee or director
2$0$0
DAVID WEBERDIRECTOR
Trustee or director
2$0$0
KATE FEIBUSCHDIRECTOR
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
987 AIRWAY CT, SANTA ROSA, CA 95403-2048
Principal officer (990 for 2024)
JENNIELYNN HOLMES, 987 AIRWAY COURT, SANTA ROSA, CA 95403
Signed the 990
SHAUNA REED, CFO
Phone
(707) 528-8712
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2479393 or by the name CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

CATHOLIC CHARITIES CREATES ACCESS TO OPPORTUNITIES FOR SELF-SUFFICIENCY BY PROVIDING INNOVATIVE AND COMPASSIONATE SERVICES TO PEOPLE OF ALL BACKGROUNDS, BELIEFS, AND CULTURES.

990 for the year ended June 30, 2025

Program accomplishments

  • HOMELESSNESS SOLUTIONS PROGRAMS:NIGHTINGALE - NIGHTINGALE PROVIDES RESPITE SHELTER BEDS FOR THOSE WHO ARE EXPERIENCING HOMELESSNESS AND ARE DISCHARGED FROM HOSPITALIZATION. NIGHTINGALE PROGRAMS ARE LOCATED IN SONOMA AND NAPA COUNTIES. THIS PROGRAM IS SUPPORTED BY LOCAL HOSPITALS.FAMILY CENTER - WITH 192 BEDS, THIS SANTA ROSA SHELTER HELPS FAMILIES MOVE FROM HOMELESSNESS TO STABLE HOUSING AS SAFELY AND RAPIDLY AS POSSIBLE. SERVICES INCLUDE HOUSING-FOCUSED CASE MANAGEMENT, SOBRIETY SUPPORT GROUPS, PARENTING SKILLS SUPPORT, MEALS AND CHILDREN'S SERVICES INCLUDING SCHOOL COORDINATION AND CHILDCARE REFERRALS. THE ORGANIZATION HAS A COMMUNITY PARTNERSHIP WITH HEAD START THROUGH SONOMACAN WHO OPERATES AN EARLY EDUCATION PROGRAM FOR CHILDREN AGES 0-5 YEARS.SAMUEL L JONES HALL - THIS PROGRAM IN SANTA ROSA PROVIDES 213 BEDS OF YEAR-ROUND EMERGENCY SHELTER FOR SINGLE ADULTS EXPERIENCING HOMELESSNESS IN A FACILITY OWNED BY THE CITY OF SANTA ROSA. IN ADDITION TO PROVIDING SHELTER, CATHOLIC CHARITIES WORKS CLOSELY WITH COMMUNITY PARTNERS, SO RESIDENTS HAVE ACCESS TO HEALTHCARE, SOBRIETY SUPPORT GROUPS, COUNSELING, AND HOUSING-FOCUSED CASE MANAGEMENT.RAINBOW HOUSE FAMILY SHELTER - LOCATED IN NAPA, RAINBOW HOUSE SERVES FAMILIES EXPERIENCING HOMELESSNESS WITH AT LEAST ONE CHILD UNDER 18, AS WELL AS MOMS IN THEIR THIRD TRIMESTER OF PREGNANCY. CLIENTS ARE REFERRED FROM NAPA COUNTY COORDINATED ENTRY.HOMELESS OUTREACH SERVICES TEAM (HOST) - HOST PROVIDES OUTREACH TO PEOPLE LIVING IN UNSHELTERED LOCATIONS THROUGHOUT SONOMA COUNTY, LINKING THEM TO PHYSICAL HEALTH, MENTAL HEALTH, AND ECONOMIC ASSISTANCE SERVICES AS WELL AS TO COORDINATED ENTRY. PROJECT AREAS ARE DEFINED AS ANYWHERE UNSHELTERED HOMELESS PERSONS ARE FOUND, INCLUDING WATERWAYS, TRAILS, AND ENCAMPMENTS. SERVICES OFFERED BY HOST FACILITATE ENTRY INTO HOUSING AND IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS EXPERIENCING HOMELESSNESS. HOST WORKS IN COLLABORATION WITH LOCAL GOVERNMENT SERVICES.DROP-IN CENTER - THE DROP-IN CENTER, LOCATED IN THE CARITAS CENTER IN SANTA ROSA, OFFERS A DROP-IN DAY PROGRAM FOR ADULT MEN AND WOMEN EXPERIENCING HOMELESSNESS. DIGNITY SERVICES PROVIDED ON SITE INCLUDE FREE LOCKERS, SHOWERS, LAUNDRY, TELEPHONE, MAIL SERVICE, AND PROGRAM REFERRALS. THE HOMELESS SERVICES CENTER SERVES UPWARDS OF 2,000 PEOPLE ANNUALLY.CARITAS CENTER - CARITAS CENTER'S 48,000 SQUARE FEET, 3-STORY BUILDING, INCLUDES A FAMILY SHELTER, HEAD START SCHOOL, HOUSING CASE MANAGEMENT, A DROP-IN DIGNITY CENTER, AND A RECUPERATION SHELTER, AS WELL AS A NEW HEALTH CLINIC PARTNERSHIP WITH SANTA ROSA COMMUNITY HEALTH. THE PRIMARY OBJECTIVE OF CARITAS CENTER IS TO PROVIDE A BRIDGE FROM HOMELESSNESS TO HOUSING THROUGH FULLY INTEGRATED SERVICE.CARITAS HOMES - CARITAS HOMES WILL CONSIST OF 128 PERMANENT, AFFORDABLE HOUSING APARTMENTS. CARITAS HOMES 1 (PHASE ONE) WAS FUNDED, BUILT, AND MANAGED BY THE ORGANIZATION'S NONPROFIT AFFORDABLE HOUSING DEVELOPMENT PARTNER, BURBANK HOUSING DEVELOPMENT CORPORATION. CONSTRUCTION OF CARITAS HOMES 1 (64 UNITS) BEGAN IN FISCAL YEAR 2023 AND OPENED IN JULY 2024. A PORTION OF THE APARTMENTS ARE SET ASIDE FOR FORMERLY HOMELESS SENIORS, VETERANS, AND OTHER VULNERABLE INDIVIDUALS, WITH THE REMAINING UNITS DESIGNATED FOR LOW-INCOME FAMILIES AND SINGLES WHO WORK BUT ARE UNABLE TO AFFORD MARKET RENTS.SANTA ROSA COMMUNITY HEALTH (SRCH) - THE ORGANIZATION HAS A COMMUNITY PARTNERSHIP WITH SRCH TO HANDLE THE PRIMARY HEALTH CLINIC AT CARITAS CENTER WHICH OFFERS SERVICES FOR PRIMARY AND PEDIATRIC CARE, WOMEN'S HEALTH SERVICES, AND MORE.
    Expenses $12,296,780 · grants $177,839 · revenue $2,132,508
  • HOUSING SERVICES: HOUSING COUNSELING - CATHOLIC CHARITIES IS ONE OF ONLY TWO U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD)-CERTIFIED HOUSING COUNSELING AGENCIES IN SONOMA COUNTY THAT PROVIDES COUNSELING ON RENTAL ISSUES, OCCUPANCY PROBLEMS, AND ASSISTANCE WITH SECTION 8 HOUSING.PALMS INN PERMANENT SUPPORTIVE HOUSING - PREVIOUSLY A 104-UNIT MOTEL, THE PALMS INN WAS CONVERTED INTO PERMANENT SUPPORTIVE HOUSING FOR VETERANS AND FOR CHRONICALLY HOMELESS INDIVIDUALS. CATHOLIC CHARITIES PROVIDES SOCIAL SERVICES FOR 44 OF THE UNITS FOR INDIVIDUALS WHO WERE CHRONICALLY HOMELESS AND PROVIDES 24/7 SITE SUPPORT. CATHOLIC CHARITIES LEASES THE PROPERTY.NAPA PERMANENT SUPPORTIVE HOUSING - CATHOLIC CHARITIES PROVIDES ADDITIONAL PERMANENT SUPPORTIVE HOUSING UNITS IN NAPA, CALIFORNIA INCLUDING JEFFERSON PERMANENT SUPPORTIVE HOUSING AND IMOLA HOUSE.
    Expenses $3,358,688 · grants $824,537 · revenue $533,135
  • COMMUNITY CONNECTIONS: FINANCIAL STABILITY AND CRISIS RESPONSE (FSCR) - FSCR PROVIDES HEALTH EDUCATION AND ENROLLMENT ASSISTANCE FOR PUBLIC NUTRITION AND MEDICAL BENEFITS IN SONOMA, LAKE, NAPA AND MENDOCINO COUNTIES. SUPPORTING SERVICES INCLUDE FINANCIAL EDUCATION AND COACHING AND COMMUNITY RESOURCE REFERRALS.COMMUNITY FOOD PROGRAM - THE COMMUNITY FOOD PROGRAM DISTRIBUTES FREE FOOD TO LOW-INCOME MEMBERS OF THE COMMUNITY AT SITES THROUGHOUT SONOMA AND LAKE COUNTIES. THE PROGRAM DISTRIBUTES OVER 300,000 MEALS ANNUALLY.WILDFIRE RECOVERY DISASTER CASE MANAGEMENT (DCM) - FOCUSED ON LONG TERM RECOVERY FOR THOSE AFFECTED BY WILDFIRES IN SONOMA, LAKE, MENDOCINO AND NAPA COUNTIES. THE AGENCY BEGAN PROVIDING THESE SERVICES AFTER DEVASTATING FIRES IN LAKE COUNTY IN 2015 AND EXPANDED THE PROGRAM SIGNIFICANTLY AFTER THE 2018 FIRESTORMS IN NAPA AND SONOMA COUNTIES. DCM ASSISTS INDIVIDUAL COMMUNITY MEMBERS MAKE A FULL RECOVERY BY PROVIDING SERVICES WITH PARTNERING AGENCIES. DCM PROVIDES CASE MANAGEMENT SERVICES FOR LOCATING PERMANENT HOUSING AND RETURNING TO THE PRE-DISASTER HOUSING STATUS.SENIOR SERVICES - THE CARING RIDES PROGRAM PROVIDES FREE TRANSPORTATION FOR SENIORS NO LONGER ABLE TO DRIVE SO THEY CAN ACCESS MEDICAL APPOINTMENTS, ATTEND TO GROCERY SHOPPING, AND OTHER ERRANDS. CARING VOICES VOLUNTEERS MAKE DAILY TELEPHONE CALLS TO SENIORS AND OTHER HOMEBOUND ADULTS TO ENSURE CLIENTS ARE WELL.
    Expenses $2,207,026 · grants $555,038
  • IMMIGRATION:IMMIGRATION LEGAL SERVICES - THE FEDERAL DEPARTMENT OF JUSTICE ACCREDITS THE CATHOLIC CHARITIES' IMMIGRATION OFFICE AND STAFF WHO PROVIDE FREE OR LOW-COST IMMIGRATION LEGAL CONSULTATIONS AND EDUCATION ON IMMIGRATION BENEFITS AND NEW FEDERAL LAWS, REUNITE FAMILIES, HELP INDIVIDUALS BECOME U.S. CITIZENS, ASSIST IMMIGRANT VICTIMS OF DOMESTIC VIOLENCE AND HUMAN TRAFFICKING, AND EMPOWER IMMIGRANTS TO BECOME MORE FULLY INVOLVED IN CIVIC LIFE. ONE OF THE LARGEST PROVIDERS OF IMMIGRATION SERVICES IN CALIFORNIA, CATHOLIC CHARITIES MAINTAINS A STAFF THAT INCLUDES 10 OR MORE ACCREDITED AGENTS, AND PROVIDES 3,000 SERVICES ANNUALLY.
    Expenses $1,190,530 · grants $1,430

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
94-2479393
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Exempt since
1946
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P20Z)
Assets (IRS master file)
$61,170,529
Income (IRS master file)
$22,972,628

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$22,926,563$25,081,821$61,170,529XML
990June 2024$23,626,155$26,251,709$108,390,744IRS
990June 2023$35,517,408$24,843,976$112,954,771XML
990June 2022$38,405,013$22,328,974$111,846,673IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2479393).

Questions about CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA

What is the EIN of CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA?
The employer identification number (EIN) of CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA is 94-2479393.
Is CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
Which annual return does CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA?
The 990 for the year ended June 30, 2025 names JENNIELYNN HOLMES.
Who are the officers and directors of CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA?
The 990 for the year ended June 30, 2025 lists 25 people; 10 received compensation from the organization, the highest $181,229 (JENNIELYNN HOLMES, CHIEF EXECUTIVE OFFICER).
How much revenue does CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA have?
On its 990 for the year ended June 30, 2025 it reported revenue of $22,926,563, expenses of $25,081,821 and total assets of $61,170,529 at year end.

Other nonprofits in SANTA ROSA

All nonprofits in SANTA ROSA · California · Human services