Nonprofit · EIN 94-2677202
CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND
Also known as CATHOLIC CHARITIES OF THE EAST BAY
Tax-exempt · OAKLAND, CA 94607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $8,118,836 | $8,382,837 | -$264,001 | $30,844,071 | $4,756,300 | $26,087,771 |
| April 30, 2024 | 990 | $6,916,562 | $9,116,216 | -$2,199,654 | $33,968,356 | $8,666,105 | $25,302,251 |
| April 30, 2023 | 990 (amended) | $8,349,506 | $12,608,383 | -$4,258,877 | $33,114,672 | $6,842,686 | $26,271,986 |
| April 30, 2022 | 990 (amended) | $14,540,834 | $15,082,225 | -$541,391 | $36,606,998 | $6,623,180 | $29,983,818 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $5,821,672
- of which government grants
- $2,409,652
- Program service revenue
- $290,781
- Investment income
- $2,037,170
- Net rental income
- -$5,726
- Net gain from sales of assets
- $1,424,926
- Net income from fundraising events
- -$27,726
- Net income from gaming
- $2,665
- Other revenue
- -$30,787
Expenses
- Grants and similar amounts paid
- $693,998
- Compensation of officers, directors and key employees
- $385,899
- Other salaries and wages
- $3,367,346
- Salaries, compensation and benefits (total)
- $4,510,784
- Professional fundraising fees
- $0
- Legal fees
- $31,700
- Accounting fees
- $200,201
- Occupancy
- $468,749
- Travel
- $16,281
- Depreciation
- $181,092
- Program services (functional)
- $6,204,886
- Management and general (functional)
- $1,400,831
- Fundraising (functional)
- $777,120
Balance sheet and other
- Total assets, start of year
- $33,968,356
- Total assets, end of year
- $30,844,071
- Total liabilities, end of year
- $4,756,300
- Net assets, end of year
- $26,087,771
- Land, buildings and equipment
- $1,552,107
- Publicly traded securities
- $26,109,338
- Net assets without donor restrictions
- $8,638,295
- Net assets with donor restrictions
- $17,449,476
- Gross unrelated business income
- -$872
- Gross receipts
- $10,728,156
- Employees
- 60
- Volunteers
- 50
- 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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARGARET PETERSON | FORMER CEO/SECRETARY (THRU 4/24) Former | 35 | $297,404 | $17,850 |
| LISA CARLISLE | CHIEF PROGRAM OFFICER Key employee | 35 | $175,001 | $11,172 |
| ELIZABETH DAVIS | DIR OFFICE OF MISSION ADVANCEMENT Highest-paid employee | 35 | $149,309 | $11,663 |
| MARY KUHN | DEPUTY CHIEF OF COMMUNICATION Highest-paid employee | 35 | $132,320 | $18,162 |
| JULIA TAYLOR | CONTROLLER/TREASURER Officer | 35 | $131,954 | $14,672 |
| NICOLE T THOMAS | DIR MENTAL HEALTH & VIOLENCE PREVENTION Highest-paid employee | 35 | $134,290 | $2,795 |
| JAIRO LEIVA | CHIEF OF STAFF Highest-paid employee | 35 | $118,809 | $12,638 |
| DANIEL KUBO | SENIOR ACCOUNTANT (THRU 2/25) Highest-paid employee | 35 | $104,334 | $9,301 |
| MARIO ALIOTO | CEO & SECRETARY Trustee or director, Officer | 35 | $0 | $0 |
| BISHOP MICHAEL C BARBER SJ | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JAMES FIEDLER | BOARD CHAIR/INTERIM CEO Trustee or director, Officer | 2 | $0 | $0 |
| MATTHEW KEMNER | BOARD VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RICK MEDEIROS | BISHOP'S REPRESENTATIVE Trustee or director | 0.5 | $0 | $0 |
| NANCY CECCONI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| FRANTHONY CHANDLER | BOARD MEMBER (THRU 9/24) Trustee or director | 0.5 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESLIE GEE | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DAVID KATREEB | BOARD MEMBER (THRU 12/24) Trustee or director | 0.5 | $0 |
| MICHAEL J MATLY MD | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MARLENE MATSUOKA | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JOSE A SANTOS JR | BOARD MEMBER Trustee or director | 0.5 | $0 |
| REV GEORGE E SCHULTZE SJ | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DAN TRITCH | ACTING CFO Officer | 35 | $0 |
990 for the year ended April 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARGARET PETERSON | CEO & SECRETARY Trustee or director, Officer | 35 | $197,914 | $16,618 |
| MARY KUHN | DEPUTY CHIEF OF COMMUNICATION Highest-paid employee | 35 | $132,665 | $18,230 |
| ABIGAIL LESPERANCE | ACTING DIR OF IMMIGRATION LEGAL SERVICES Highest-paid employee | 35 | $129,809 | $11,914 |
| LAURA SHARPLES | SEN. DIR. OF HOUSING SERVICES Highest-paid employee | 35 | $114,117 | $17,719 |
| JAIRO LEIVA | CHIEF OF STAFF Highest-paid employee | 35 | $111,385 | $12,004 |
| JULIA TAYLOR | CONTROLLER/TREASURER Officer | 35 | $55,690 | $1,305 |
| BISHOP MICHAEL C BARBER SJ | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JAMES B JONES | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JAMES FIEDLER | BOARD VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| RICK MEDEIROS | BISHOP'S REPRESENTATIVE Trustee or director | 0.5 | $0 | $0 |
| NANCY CECCONI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| FRANTHONY CHANDLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DAVID KATREEB | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MATTHEW KEMNER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| WENDY LEVICH | BOARD MEMBER (THRU 12/23) Trustee or director | 0.5 | $0 | $0 |
| MICHAEL J MATLY MD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARLENE MATSUOKA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JOSE A SANTOS JR | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| REV GEORGE E SCHULTZE SJ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DAN TRITCH | ACTING CFO Officer | 35 | $0 | $0 |
990 for the year ended April 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARGARET PETERSON | CEO & SECRETARY Trustee or director, Officer | 35 | $193,243 | $16,941 |
| MARY KUHN | DEPUTY CHIEF OF COMMUNICATION Highest-paid employee | 35 | $132,844 | $17,636 |
| LAURA SHARPLES | SEN. DIR. OF HOUSING SERVICES Highest-paid employee | 35 | $120,176 | $9,732 |
| ABIGAIL LESPERANCE | ACTING DIR OF IMMIGRATION LEGAL SERVICES Highest-paid employee | 35 | $113,276 | $6,983 |
| JOHN CONRY | DEP. CHIEF OF OPS & HR (THRU 05/22) Highest-paid employee | 35 | $100,729 | $4,678 |
| MOUNIR TYLER | CHIEF PROGRAM OFFICER (THRU 04/23) Highest-paid employee | 35 | $101,328 | $979 |
| BISHOP MICHAEL C BARBER SJ | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JAMES B JONES | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JAMES FIEDLER | BOARD VICE CHAIR/TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| RICK MEDEIROS | BISHOP'S REPRESENTATIVE Trustee or director | 0.5 | $0 | $0 |
| WENDY LEVICH | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARIANELA CARTER DDS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| NANCY CECCONI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| PAMELA FERGUSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DAVID KATREEB | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MATTHEW KEMNER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARLENE MATSUOKA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| REV GEORGE E SCHULTZE SJ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DOUG BURNET | ACTING CFO (05/22-08/22) Officer | 35 | $0 | $0 |
| LORI WERNSING | ACTING CFO (08/22-12/22) Officer | 35 | $0 | $0 |
990 for the year ended April 30, 2022: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARGARET PETERSON | CEO & SECRETARY Trustee or director, Officer | 35 | $171,764 | $18,299 |
| RONG Z CLARK | CFO (THRU 03/22) Officer | 35 | $150,723 | $10,390 |
| CHRISTOPHER MARTINEZ | CHIEF PROGRAM OFFICER Highest-paid employee | 35 | $130,084 | $12,412 |
| MARY KUHN | CHIEF OF COMMUNICATION Highest-paid employee | 35 | $102,679 | $13,784 |
| BISHOP MICHAEL C BARBER SJ | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JAMES B JONES | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JAMES FIEDLER | BOARD VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| WENDY LEVICH | ASSISTANT TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| DR MARY OLOWIN MD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARIANELA CARTER DDS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| NANCY CECCONI | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| PAMELA FERGUSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DAVID KATREEB | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MATTHEW KEMNER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KEVIN PETERS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| REV GEORGE E SCHULTZE SJ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| STEVE WILCOX | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARLENE MATSUOKA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 433 JEFFERSON ST, OAKLAND, CA 94607-3539
- Principal officer (990 for 2024)
- TANYA POWELL, 433 JEFFERSON STREET, OAKLAND, CA 94607
- Signed the 990
- TANYA POWELL, CFO
- Phone
- (510) 768-3100
- Website
- WWW.CCEB.ORG
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2677202 or by the name CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
CATHOLIC CHARITIES OF THE EAST BAY WORKS TO SUPPORT CHILDREN, YOUTH, FAMILIES, AND SENIORS FROM CRISIS TO STABILITY AND WELL-BEING.
Program accomplishments
- 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.Expenses $3,072,308 · grants $250,943 · revenue $234,781
- 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.Expenses $2,071,865 · grants $443,055
- 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.Expenses $1,029,215
- OTHER PROGRAMS: DISASTER CASE MANAGEMENT SERVICESExpenses $31,498 · revenue $56,000
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 94-2677202
- 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
- April
- Files
- Form 990 or 990-EZ
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $30,844,071
- Income (IRS master file)
- $10,728,156
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $8,118,836 | $8,382,837 | $30,844,071 | XML |
| 990-T | April 2025 | – | – | – | IRS |
| 990 | April 2024 | $6,916,562 | $9,116,216 | $33,968,356 | XML |
| 990-T | April 2024 | – | – | – | IRS |
| 990 | April 2023 | $8,349,506 | $12,608,383 | $33,114,672 | XML |
| 990-T | April 2023 | – | – | – | IRS |
| 990 | April 2022 | $14,540,834 | $15,082,225 | $36,606,998 | XML |
| 990-T | April 2022 | – | – | – | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990-T | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 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 94-2677202).
Questions about CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND
- What is the EIN of CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND?
- The employer identification number (EIN) of CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND is 94-2677202.
- Is CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND 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 OAKLAND 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 OAKLAND due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND?
- The 990 for the year ended April 30, 2025 names TANYA POWELL.
- Who are the officers and directors of CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND?
- The 990 for the year ended April 30, 2025 lists 22 people; 8 received compensation from the organization, the highest $297,404 (MARGARET PETERSON, FORMER CEO/SECRETARY (THRU 4/24)).
- How much revenue does CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $8,118,836, expenses of $8,382,837 and total assets of $30,844,071 at year end.
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