Catholic Charities Diocese of Charlotte Subordinate
Strengthening Families. Building Communities. Reducing Poverty.
Catholic Charities Diocese of Charlotte
EIN: 56-1058954 Subordinate
as of September 2023
as of September 18, 2023
Programs and results
Reports and documents
Download annual reportsWhat we aim to solve
We serve the poor, the vulnerable, and those in need of our services. Our services are available to all of God’s people regardless of their age, race, ethnicity, religious affiliation, or economic/social background. We offer: Adoption Burial Assistance Children & Youth Counseling Family Enrichment Food & Clothing Immigration Pregnancy Support Refugee & Language Social Concerns & Advocacy Stay the Course Veterans’ Services
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
Food Pantry Services
Pantries are open to anyone in need of food in Charlotte on Tuesday and Thursday, in Asheville on Wednesday, and in Winston-Salem on Thursday.
Counseling
Counseling for individuals, couples, children, and families is available in Asheville, Charlotte, Greensboro, Murphy, and Winston-Salem, North Carolina.
Refugee Resettlement and Assistance
Catholic Charities annually resettles 350-400 U.S. State Department-approved refugees in western North Carolina, providing housing, case management, and employment search services. The agency assists settled refugees in the Asheville area with emergency assistance, information, translation, interpretation, and employment services.
Immigration Services
The Immigration Program with Catholic Charities Diocese of Charlotte offers legal immigration services to born and foreign-born individuals in the United States and their family members overseas with matters before the Department of Homeland Security (DHS) and the Department of State (DOS).
Our mission is to reunite families, assist immigrants already in the United States to obtain all immigration benefits to which they are eligible for, and assist qualified Legal Permanent Residents to become United States Citizens.
Where we work
External reviews

Our results
How does this organization measure their results? It's a hard question but an important one.
Number of refugees resettled
This metric is no longer tracked.Totals By Year
Related Program
Refugee Resettlement and Assistance
Type of Metric
Outcome - describing the effects on people or issues
Direction of Success
Holding steady
Total number of counseling sessions performed
This metric is no longer tracked.Totals By Year
Related Program
Counseling
Type of Metric
Outcome - describing the effects on people or issues
Direction of Success
Holding steady
Number of people within the organization's service area accessing food aid
This metric is no longer tracked.Totals By Year
Related Program
Food Pantry Services
Type of Metric
Outcome - describing the effects on people or issues
Direction of Success
Holding steady
Goals & Strategy
Learn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
Through our services, we seek to strengthen families, build communities, and reduce poverty.
What are the organization's key strategies for making this happen?
Catholic Charities Diocese of Charlotte takes a comprehensive approach to providing assistance and services to those in need. Its mission is to serve individuals and families by offering compassionate social services, grounded in Catholic social teachings. It does this by focusing on programs that include emergency assistance, housing services, educational programming, refugee services, immigration services, and mental health counseling. The organization works to form collaborative partnerships with individuals, families, businesses, religious organizations, foundations, and government organizations to maximize its impact and draw on the resources and strengths of its stakeholders.
What are the organization's capabilities for doing this?
What have they accomplished so far and what's next?
Financials
Financial documents
Download audited financialsRevenue vs. expenses: breakdown
Liquidity in 2022 info
5.65
Months of cash in 2022 info
3.5
Fringe rate in 2022 info
27%
Funding sources info
Assets & liabilities info
Financial data
Catholic Charities Diocese of Charlotte
Revenue & expensesFiscal Year: Jul 01 - Jun 30
Catholic Charities Diocese of Charlotte
Balance sheetFiscal Year: Jul 01 - Jun 30
The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.
Fiscal Year: Jul 01 - Jun 30
This snapshot of Catholic Charities Diocese of Charlotte’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.
Created in partnership with
Business model indicators
Profitability info | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|
Unrestricted surplus (deficit) before depreciation | -$45,545 | -$8,170 | $339,258 | $743,428 | $313,310 |
As % of expenses | -0.7% | -0.1% | 5.0% | 9.9% | 4.0% |
Unrestricted surplus (deficit) after depreciation | -$72,397 | -$38,679 | $308,414 | $707,761 | $277,554 |
As % of expenses | -1.2% | -0.6% | 4.5% | 9.4% | 3.5% |
Revenue composition info | |||||
---|---|---|---|---|---|
Total revenue (unrestricted & restricted) | $5,988,467 | $6,077,830 | $7,104,849 | $8,229,050 | $8,117,042 |
Total revenue, % change over prior year | -13.3% | 1.5% | 16.9% | 15.8% | -1.4% |
Program services revenue | 4.3% | 5.0% | 3.8% | 2.6% | 2.3% |
Membership dues | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Investment income | 0.2% | 0.3% | 0.2% | 0.1% | 0.1% |
Government grants | 31.1% | 25.9% | 34.1% | 38.0% | 30.3% |
All other grants and contributions | 64.5% | 68.7% | 61.9% | 59.3% | 67.3% |
Other revenue | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Expense composition info | |||||
---|---|---|---|---|---|
Total expenses before depreciation | $6,258,819 | $6,100,537 | $6,763,613 | $7,510,419 | $7,830,906 |
Total expenses, % change over prior year | -7.6% | -2.5% | 10.9% | 11.0% | 4.3% |
Personnel | 56.8% | 55.1% | 48.9% | 42.2% | 46.1% |
Professional fees | 8.2% | 9.5% | 9.8% | 6.2% | 7.4% |
Occupancy | 8.8% | 8.8% | 8.4% | 8.9% | 8.2% |
Interest | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Pass-through | 15.6% | 16.3% | 24.1% | 36.4% | 31.5% |
All other expenses | 10.6% | 10.3% | 8.8% | 6.4% | 6.9% |
Full cost components (estimated) info | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|
Total expenses (after depreciation) | $6,285,671 | $6,131,046 | $6,794,457 | $7,546,086 | $7,866,662 |
One month of savings | $521,568 | $508,378 | $563,634 | $625,868 | $652,576 |
Debt principal payment | $0 | $0 | $0 | $190,912 | $0 |
Fixed asset additions | $43,482 | $39,328 | $39,404 | $66,248 | $0 |
Total full costs (estimated) | $6,850,721 | $6,678,752 | $7,397,495 | $8,429,114 | $8,519,238 |
Capital structure indicators
Liquidity info | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|
Months of cash | 2.6 | 2.6 | 3.3 | 3.4 | 3.5 |
Months of cash and investments | 4.6 | 5.2 | 5.9 | 8.1 | 6.0 |
Months of estimated liquid unrestricted net assets | 2.2 | 2.1 | 2.5 | 3.3 | 3.6 |
Balance sheet composition info | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|
Cash | $1,341,156 | $1,305,933 | $1,848,289 | $2,126,905 | $2,257,234 |
Investments | $1,081,689 | $1,333,136 | $1,465,001 | $2,953,321 | $1,639,623 |
Receivables | $277,464 | $251,591 | $271,903 | $308,998 | $600,843 |
Gross land, buildings, equipment (LBE) | $247,721 | $287,049 | $310,128 | $376,376 | $385,897 |
Accumulated depreciation (as a % of LBE) | 52.3% | 55.8% | 56.3% | 55.9% | 63.6% |
Liabilities (as a % of assets) | 14.6% | 13.7% | 18.6% | 7.9% | 10.3% |
Unrestricted net assets | $1,253,252 | $1,214,573 | $1,522,987 | $2,230,748 | $2,508,302 |
Temporarily restricted net assets | $1,220,725 | $1,462,236 | N/A | N/A | N/A |
Permanently restricted net assets | $45,495 | $46,595 | N/A | N/A | N/A |
Total restricted net assets | $1,266,220 | $1,508,831 | $1,604,637 | $3,038,689 | $1,806,566 |
Total net assets | $2,519,472 | $2,723,404 | $3,127,624 | $5,269,437 | $4,314,868 |
Key data checks
Key data checks info | 2018 | 2019 | 2020 | 2021 | 2022 |
---|---|---|---|---|---|
Material data errors | No | No | No | No | No |
Operations
The people, governance practices, and partners that make the organization tick.
Documents
Executive Director/CEO
Dr. Gerard A. Carter Ph.D.
After serving more than 14 years with the agency as Family Life Office Director and then as Associate Director, in January of 2011, Dr. Carter assumed responsibility for the overall operations and leadership of the agency. As Executive Director, he works to ensure that the best quality of programs are provided throughout the 46 counties of North Carolina that comprise the agency service area.
Dr. Carter graduated Magna Cum Laude with a Bachelor of Arts in Religious Studies from The University of North Carolina at Charlotte. He received the degrees of Master of Human Development and Learning (Counseling and Guidance) from UNC Charlotte and Master of Public Administration from The University of North Carolina at Greensboro. He was awarded his doctorate in the field of family studies from UNCG and his research interests include the transition to marriage and parenthood. In addition, he was awarded a Nonprofit Management Certificate from the Duke University Continuing Education program.
Number of employees
Source: IRS Form 990
Catholic Charities Diocese of Charlotte
Officers, directors, trustees, and key employeesSOURCE: IRS Form 990
Compensation data
There are no highest paid employees recorded for this organization.
Catholic Charities Diocese of Charlotte
Board of directorsas of 07/06/2023
Board of directors data
Mrs. Mary Ellen Gustainis
BASF
Robert Avossa
no affiliation
Ursula Bonar
no affiliation
Brian J. Cook
St. Leo the Great Catholic Church
Dean DeVillers
Charter Properties
Donna James
no affiliation
Alma Rodriguez Jones
Blue Ridge Community College
Raymond Jones
no affiliation
Patrick Kelly
Johnston Allison & Hord
Greg Kurts
Bank of America
William LaMay
no affiliation
Janet Manzullo
Time Warner Cable
Jane Mathews
no affiliation
James Nuccio
Royal Insurance
Michael Ryan
Grant Thornton
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
No data
Gender identity
No data
No data
Sexual orientation
No data
Disability
No data