PLATINUM2023

Catholic Charities Diocese of Charlotte Subordinate

Strengthening Families. Building Communities. Reducing Poverty.

aka Catholic Social Services   |   Charlotte, NC   |  https://ccdoc.org/
GuideStar Charity Check

Catholic Charities Diocese of Charlotte

EIN: 56-1058954  Subordinate info


Mission

We are a Christian ministry of charity, service, and justice dedicated to providing help to those in need, hope to those in despair, and inspiration for others to follow.

Ruling year info

1946

Executive Director/CEO

Dr. Gerard A. Carter Ph.D.

Main address

1123 South Church Street

Charlotte, NC 28203 USA

Show more contact info

EIN

56-1058954

Subject area info

Human services

Population served info

Age groups

Ethnic and racial groups

Social and economic status

Unemployed people

Veterans

NTEE code info

Human Service Organizations (P20)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Communication

Affiliations

See related organizations info

What we aim to solve

SOURCE: Self-reported by organization

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

SOURCE: Self-reported by organization

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.

Population(s) Served

Counseling for individuals, couples, children, and families is available in Asheville, Charlotte, Greensboro, Murphy, and Winston-Salem, North Carolina.

Population(s) Served

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.

Population(s) Served

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.

Population(s) Served

Where we work

Our results

SOURCE: Self-reported by organization

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

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Through our services, we seek to strengthen families, build communities, and reduce poverty.

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.

Financials

Catholic Charities Diocese of Charlotte
Fiscal year: Jul 01 - Jun 30

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

5.65

Average of 4.40 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

3.5

Average of 2.9 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

27%

Average of 31% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Catholic Charities Diocese of Charlotte

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Catholic Charities Diocese of Charlotte

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

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 ending: cloud_download Download Data

Catholic Charities Diocese of Charlotte

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

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
Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

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 employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Catholic Charities Diocese of Charlotte

Board of directors
as of 07/06/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

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

SOURCE: Self-reported; last updated 7/6/2023

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
Decline to state
Sexual orientation
Decline to state
Disability status
Decline to state

Race & ethnicity

No data

Gender identity

No data

 

No data

Sexual orientation

No data

Disability

No data

Contractors

Fiscal year ending
There are no fundraisers recorded for this organization.