501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
Run by 140 volunteers and 103 employees.
Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $246K a year · 3% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$830K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Plus $9.5M in investments, Pt X · Ln 11–13
Looks good: 4.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $132K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3.2M
22% of total assets
Looks good: liabilities are 22% of assets; 50% or less.
Pt X · Ln 26
Independent board members
25
of 25 voting members
Looks good: 25 of 25 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.5M
+19% vs prior year
Spent
$7.6M
To programs
81%
Net assets
$11.8M
By yearFY2020–FY2024
Revenue
$7.5M
FY2024▲ +19%
Tap a bar for its year
Revenue by fiscal year
FY2020$7.5M
FY2021$6.7M
FY2022$7.8M
FY2023$6.4M
FY2024$7.5M
Expenses
$7.6M
FY2024▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$5.9M
FY2021$6.6M
FY2022$7.6M
FY2023$7.1M
FY2024$7.6M
Net assets
$11.8M
FY2024▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$12.0M
FY2021$12.7M
FY2022$11.2M
FY2023$11.4M
FY2024$11.8M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1946.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $6.2M Management & general 12% · $907K Fundraising 7% · $495K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

32 people listed on the 990; $830K paid to officers and key staff.

Part VII, Section A · reportable compensation
SVP of Administration
$192,402Pt VII · Sec A
President & CEO
$166,838Pt VII · Sec A
VP of Programs (ended 11/2024)
$155,596Pt VII · Sec A
Controller
$102,826Pt VII · Sec A
VP of Community Engagement (started 04/2024)
$91,418Pt VII · Sec A
VP of Development (started 05/2024)
$64,457Pt VII · Sec A
VP of Development (ended 04/2024)
$56,406Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Nicholas Borchers’s $192K as SVP of Administration is at the 88th percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Rachel Lustig—$128,978$203,705$179,218$144,995
Nicholas Borchers$192,402$141,860$113,178——
S Kelley Henderson$166,838$55,382———
Amy Vandyke$155,596$123,629$118,038$103,727—
Jerad Lee Wood$56,406$103,237$16,493——
Sam Moser$102,826————
Ramona Reyes$91,418————
Nazree Gore——$21,071$80,933$78,047

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Catholic Social Services INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Assists people with disabilities and seniors by providing financial management, transportation, and education to promote independence.

Questions for Catholic Social Services INC

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Your first name shows with your question. Catholic Social Services INC answers here, for everyone.

Provided by the organization

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3 programs · $5.4M · in their own filed words · FY2024
01

Senior Services

Seniors are vital members of our community, and helping older adults age in place with dignity is the goal of senior services. We believe in empowering seniors to embrace this stage of life with grace and dignity while honoring their independence.

$2.9Mprogram expense
02

Family Services

Helping families access opportunity and stronger futures is the goal of family services. We believe in walking with families who are trying to build better lives for themselves, but who are balancing the complicated and interrelated challenges of poverty.

$1.3Mprogram expense
03

Disability Services

Assisting persons living with disabilities find new freedom is the goal of disability services. We believe that everyone has hopes and dreams, and should be afforded the opportunity to achieve.

$1.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 2 funders$132K
Grants paid · 26 grants · $2.0M · 2020–2024
Unitemized GrantFY2024$35,408
Unitemized GrantFY2024$15,535
Unitemized GrantFY2024$8,255
Unitemized GrantFY2024$7,147
Unitemized GrantFY2023$35,642
Unitemized GrantFY2023$21,633
Unitemized GrantFY2023$18,903
Unitemized GrantFY2023$1,225
Unitemized GrantFY2023$1,031
Unitemized GrantFY2022$838,068
Unitemized GrantFY2022$77,981
Unitemized GrantFY2022$54,127
Unitemized GrantFY2022$15,790
Unitemized GrantFY2022$2,180
Unitemized GrantFY2021$375,558
Unitemized GrantFY2021$161,262
Unitemized GrantFY2021$44,412
Unitemized GrantFY2021$15,575
See all 26 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$7.5M
Ln 12
Gifts and grantsLn 1h$6.3M
Fees for servicesLn 2g$711K
Investment incomeLn 3$588K
Money outPt IX
$7.6M
Ln 25
Programscol B$6.2M
Managementcol C$907K
Fundraisingcol D$495K
Owns and owesPt X
$11.8M
net assets · Ln 32
Cash and savingsLn 1–2$3.1M
Total assetsLn 16$15.1M
LiabilitiesLn 26$3.2M
PeoplePt VI, VII
32
listed · VII A
PaidVII A7
Voting boardVI 1a25
IndependentVI 1b25
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.3M
Government grantsLn 1e$3.6M
Fundraising eventsLn 1c$118K
Fees for servicesLn 2g$711K
Investment incomeLn 3$588K
Gains on assetsLn 7$300K
Total revenueLn 12$7.5M
Assets in detailPt X, end of year
CashLn 1$800
SavingsLn 2$3.1M
Cash and savings togetherLn 1–2$3.1M
InvestmentsLn 11–13$9.5M
Land, buildings, equipmentLn 10c$395K
Other assetsLn 15$1.3M
Total assetsLn 16$15.1M
LiabilitiesLn 26$3.2M
Net assetsLn 32$11.8M
OperationsPt I, VI
EmployeesI 5103
VolunteersI 6140
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$2.8M$3.1M
InvestmentsLn 11–13$8.9M$9.5M
Land, buildings, equipmentLn 10c$711K$395K
Total assetsLn 16$14.0M$15.1M
LiabilitiesLn 26$2.6M$3.2M
Net assetsLn 32$11.4M$11.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$179K$179K
Pay of current officers, directors and key staffLn 5$1.0M$873K$72K$69K
Other salaries and wagesLn 7$2.7M$2.4M$126K$182K
Pension plan contributionsLn 8$55K$46K$5K$4K
Other employee benefitsLn 9$456K$381K$45K$31K
Payroll taxesLn 10$307K$235K$51K$21K
Accounting feesLn 11c$49K$16K$25K$8K
Investment management feesLn 11f$83K$28K$42K$13K
Other fees for servicesLn 11g$156K$52K$79K$25K
Advertising and promotionLn 12$132K$37K$85K$10K
Office expensesLn 13$287K$212K$57K$18K
Information technologyLn 14$388K$130K$196K$62K
OccupancyLn 16$278K$225K$42K$11K
TravelLn 17$239K$226K$99$13K
Conferences, conventions and meetingsLn 19$97K$68K$11K$18K
Depreciation, depletion and amortizationLn 22$365K$300K$58K$8K
InsuranceLn 23$30K$24K$4K$1K
Other expenses (24a–d)Ln 24$687K$677K$8K$2K
All other expensesLn 24e$65K$65K
Total functional expensesLn 25$7.6M$6.2M$907K$495K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $7.5M$7.6M−$11K$11.8M 990 PDF
FY2023 $6.4M$7.1M−$768K$11.4M 990 PDF
FY2022 $7.8M$7.6M$147K$11.2M 990 PDF
FY2021 $6.7M$6.6M$184K$12.7M 990 PDF
FY2020 $7.5M$5.9M$1.7M$12.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $7,547,826 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,513,701$6,288,482
I-9 Program service revenuePrior year $677,304$710,903
I-10 Investment incomePrior year $198,613$587,901
I-11 Other revenuePrior year −$27,207−$39,460
I-12 Total revenuePrior year $6,362,411$7,547,826
I-13 Grants and similar amounts paidPrior year $124,136$178,523
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,339,691$4,524,676
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,667,077$2,855,148
I-18 Total expensesPrior year $7,130,904$7,558,347
I-19 Revenue less expensesPrior year −$768,493−$10,521
Part VI · Governance 25 of 25 board members independent, no flags
VI-1a Voting members of the governing body25
VI-1b Independent voting members25
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $7,547,826 across 12 lines filed
VIII-1a Federated campaigns$103,309
VIII-1c Fundraising events$117,637
VIII-1d Related organizations$100,000
VIII-1e Government grants$3,621,136
VIII-1f All other contributions, gifts and grants$2,346,400
VIII-1h Total contributions, gifts and grants$6,288,482
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $710,903$710,903
VIII-3 Investment incomeExcluded from tax $287,971$287,971
VIII-7 Net gain or loss on sales of assetsExcluded from tax $299,930$299,930
VIII-8 Net income from fundraising eventsExcluded from tax −$48,557−$48,557
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $9,097$9,097
VIII-12 Total revenueRelated to mission $710,903 · Unrelated business $0 · Excluded from tax $548,441$7,547,826
Part IX · Statement of functional expenses $7,558,347 across 19 lines filed
IX-2 Grants to domestic individualsPrograms $178,523$178,523
IX-5 Pay of current officers, directors and key staffPrograms $873,091 · Management $72,442 · Fundraising $68,623$1,014,156
IX-7 Other salaries and wagesPrograms $2,383,857 · Management $125,895 · Fundraising $182,148$2,691,900
IX-8 Pension plan contributionsPrograms $46,121 · Management $5,419 · Fundraising $3,741$55,281
IX-9 Other employee benefitsPrograms $380,722 · Management $44,731 · Fundraising $30,878$456,331
IX-10 Payroll taxesPrograms $234,796 · Management $51,438 · Fundraising $20,774$307,008
IX-11c Accounting feesPrograms $16,408 · Management $24,815 · Fundraising $7,877$49,100
IX-11f Investment management feesPrograms $27,864 · Management $42,140 · Fundraising $13,377$83,381
IX-11g Other fees for servicesPrograms $52,234 · Management $78,995 · Fundraising $25,077$156,306
IX-12 Advertising and promotionPrograms $36,639 · Management $84,589 · Fundraising $10,326$131,554
IX-13 Office expensesPrograms $211,859 · Management $57,121 · Fundraising $17,720$286,700
IX-14 Information technologyPrograms $129,512 · Management $195,864 · Fundraising $62,176$387,552
IX-16 OccupancyPrograms $225,271 · Management $41,510 · Fundraising $10,775$277,556
IX-17 TravelPrograms $226,251 · Management $99 · Fundraising $13,011$239,361
IX-19 Conferences, conventions and meetingsPrograms $67,884 · Management $11,405 · Fundraising $17,546$96,835
IX-22 Depreciation, depletion and amortizationPrograms $299,613 · Management $57,950 · Fundraising $7,819$365,382
IX-23 InsurancePrograms $24,333 · Management $4,484 · Fundraising $1,164$29,981
IX-24 Other expenses (24a–d)Programs $676,550 · Management $8,219 · Fundraising $2,136$686,905
IX-24e All other expensesPrograms $64,535$64,535
IX-25 Total functional expensesPrograms $6,156,063 · Management $907,116 · Fundraising $495,168$7,558,347
Part X · Balance sheet $15,082,990 assets, 17 lines filed
Asset lines not itemized here account for $61,508; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $800$800
X-2 Savings and temporary cash investmentsStart of year $2,792,247$3,094,292
X-3 Pledges and grants receivableStart of year $510,970$387,577
X-4 Accounts receivableStart of year $627,729$292,232
X-9 Prepaid expenses and deferred chargesStart of year $123,902$86,938
X-10c Land, buildings and equipment, netStart of year $711,028$394,970
X-11 Publicly traded securitiesStart of year $8,855,123$9,464,219
X-15 Other assetsStart of year $304,025$1,300,454
X-16 Total assetsStart of year $13,997,332$15,082,990
X-17 Accounts payable and accrued expensesStart of year $508,469$335,902
X-19 Deferred revenueStart of year $87,517$23,677
X-25 Other liabilitiesStart of year $312,073$1,304,104
X-26 Total liabilitiesStart of year $2,629,895$3,249,585
X-27 Net assets without donor restrictionsStart of year $4,855,726$4,424,966
X-28 Net assets with donor restrictionsStart of year $6,511,711$7,408,439
X-32 Total net assets or fund balancesStart of year $11,367,437$11,833,405
X-33 Total liabilities and net assetsStart of year $13,997,332$15,082,990
Part XI · Reconciliation of net assets $11,833,405 net assets at year end
XI-1 Total revenue$7,547,826
XI-2 Total expenses$7,558,347
XI-3 Revenue less expenses−$10,521
XI-4 Net assets at start of year$11,367,437
XI-5 Net unrealized gains (losses) on investments$378,704
XI-6 Donated services and use of facilities$97,785
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$11,833,405

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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