Catholic Charities Bureau Inc

Nonprofit profile at a glance

EIN
390940744
IRS 990 coverage
2014–2025
Forms available
Form 990 2025
Location
Superior, WI, USA
Phone
7153946617
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Affiliation
Christianity

Reported finances

Revenue
$3,590,363
Expenses
$3,211,745
Assets
$20,483,913
Liabilities
$3,595,119

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

14 people listed

Executive titles in this filing

  • Alan Rock (Executive Director & Secretary/Treasurer)

Highest reported compensation

  • Alan Rock (Executive Director & Secretary/Treasurer): $397,073 total reported compensation
  • Clint Thursby (Chief Financial Officer): $290,743 total reported compensation
  • Amber Fallos (Director-BRI): $230,819 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To alleviate human suffering by sponsoring direct service programs for the poor, the disadvantaged, the disabled, the elderly, and children with special needs._____Catholic Charities Bureau is created and organized to own, maintain, operate and conduct; directly or indirectly; as well as to assist and coordinate activities and Social Services in accordance with the charitable Works and traditions of the Roman Catholic Church. Works are carried out in accordance with Catholic Social teachings.

What it reported doing in 2025

Catholic Charities Bureau provided oversight services for 35 Affiliated agencies. Services include payroll processing for 586 employees and consumers; assurance for provision of sound business practices; resource development to enhance funding opportunities; and Administration of employee benefit plans which include health, dental, long-term disability, and retirement. Catholic Charities Bureau is organized and operated exclusively for charitable purposes. Our combined efforts provide for a more dynamic organization that has the impact of more effective delivery of service to people we serve. A listing of our affiliates is provided in schedule R of this form 990. A separate 990 is filed by each of our affiliates.

Operating model

Revenue model
Other-operating. 88% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 68
  • Transparency & Controls: 89
  • Accountability: 86
  • Sustainability: 56
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 75.1%; rating input score 75
  • Program expense ratio: 78.6%; rating input score 79
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 9 controls in place; rating input score 67
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 10.5%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 6.38; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: 0.18; rating input score 38; 38th percentile among comparable filings
  • Officer compensation ratio: 52.2%; rating input score 1; 1st percentile among comparable filings

Growth

  • Program expense growth: 1% per year; rating input score 100; 15th percentile among comparable filings
  • Revenue growth: 3.3% per year; rating input score 100; 25th percentile among comparable filings
  • Asset growth: 13.8% per year; rating input score 100; 71st percentile among comparable filings

Details

  • Where the money goes: 75.1% of revenue deployed · 78.6% of spending went to programs
  • Governance: 7 of 7 board members independent · 6 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $2.5M in reported program spending
  • Leadership: top reported pay $397K · 14 people listed · 4 of 6 pay-setting controls reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 12 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Money network: 14 filed money-flow records
  • Related organizations: 27 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 2 of 8 not reported.
  • Review — Sustainability: Operating margin scored 57/100.
  • High — Sustainability: Officer compensation ratio scored 1/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 38/100.