Catholic Charities of Santa Clara County
Nonprofit profile at a glance
- EIN
- 942762269
- IRS 990 coverage
- 2009–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- San Jose, CA, USA
- Phone
- 408-325-5200
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Human Service Organizations
- Affiliation
- Christianity
Reported finances
- Revenue
- $52,400,016
- Expenses
- $53,086,756
- Assets
- $45,857,893
- Liabilities
- $7,711,224
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
35 people listed
Executive titles in this filing
- GREGORY KEPFERLE (CHIEF EXECUTIVE OFFICER (OUTGOING))
- DON TAYLOR (CHIEF EXECUTIVE OFFICER (INCOMING))
- PAUL SANCHIRICO (PRESIDENT)
- JAMES OTIENO (VICE PRESIDENT)
Highest reported compensation
- LISA CHRISTIAN WEIDANZ (CHIEF PROGRAM & STRATEGY OFFICER): $381,379 total reported compensation
- GREGORY KEPFERLE (CHIEF EXECUTIVE OFFICER (OUTGOING)): $358,979 total reported compensation
- SUSAN TAYLOR (CHIEF DEVELOPMENT OFFICER): $293,260 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Working to end poverty in all its forms, creating opportunities for all people to thrive.
What it reported doing in 2024
Economic development services: enables participants to move out of poverty and toward self-reliance. Programs under the economic development services umbrella include: employment network - provides comprehensive job readiness, pre-employment, job placement, job retention, and job upgrade services to people with mental illness and those formerly incarcerated through focus for work and right directions programs and helps any unemployed person find work through pathfinder. - focus for work - provides individual and group employment preparation services, job development services, and post-employment support for adults diagnosed with mental illness. - right directions - provides individual and group employment preparation services, job development services, and post-employment support for adults re-entering from jail or prison. - individual placement & support services - provides full scope employment services for individuals with a mental health diagnosis and desire to work. - fee for service - provides employment services for adults referred by the department of rehabilitation. - jobtrek - provides services for individuals referred by the probation department of santa clara county and needing assistance to access employment opportunities. - pathfinder employment - provides individual and group employment preparation services, job development services, and post-employment support for any job seeker.family asset development - a new program added during the year ended june 30, 2023 provides families with assistance in enrolling for public benefits including supplemental nutrition assistance program (snap), formerly known as the food stamps program; medi-cal, which pays for a variety of medical services for children and adults with limited income and resources; and California work opportunity and responsibility to kids (calworks), a public assistance program that provides cash aid and services to eligible low-income families that have a child(ren) in the home. Additionally, eligible families can receive help filing taxes through tax ez to receive earned income tax credits and/or child tax credits.financial education services - enables clients to acquire basic financial literacy and move toward establishing economic stability through effective money management and budgeting. It includes free financial education programs for low-income individuals and families.immigration legal services - are fully accredited by the federal board of immigration appeals to provide professional legal consultations and a full range of immigration legal services for low-income people throughout santa clara county. Services include family visas, fianc/e-visa, adjustment of status, employment authorization, re-entry permit and advance parole, political asylum, special immigrant juvenile, religious visa, family unity, temporary protected status (tps), violence against women's act (vawa), nicaraguan adjustment and central american relief act (nacara), inadmissibility waivers, removal defense, representation, freedom of information act requests, citizenship information and applications, photos and fingerprinting, daca services and education, and legal services to unaccompanied immigrant children.south county citizenship services - offers citizenship services in gilroy, morgan hill, and san martin, California. Citizenship services include application assistance, interview preparation, legal assistance or referral to legal assistance. Free south county citizenship days are held twice a year.
Operating model
- Revenue model
- Grant-funded. 64% of the money available for current operations came from government grants.
- Distribution model
- Direct operator. The filing allocates 85% 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.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 82
- Transparency & Controls: 83
- Accountability: 100
- Sustainability: 31
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 85.6%; rating input score 86
- Program expense ratio: 83.8%; rating input score 84
- Fundraising efficiency: $18.4 raised per $1 spent on fundraising; rating input score 56; 56th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 99.7%; rating input score 100; 43rd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- 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: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -1.3%; rating input score 21; 21st percentile among comparable filings
- Total-asset coverage ratio: 0.86; rating input score 34; 34th percentile among comparable filings
- Liabilities to assets ratio: 0.17; rating input score 73; 73rd percentile among comparable filings
- Officer compensation ratio: 4.8%; rating input score 19; 19th percentile among comparable filings
Growth
- Program expense growth: 6.5% per year; rating input score 100; 53rd percentile among comparable filings
- Revenue growth: 5.6% per year; rating input score 100; 49th percentile among comparable filings
- Asset growth: 5.2% per year; rating input score 100; 38th percentile among comparable filings
Details
- What they do: 13 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: 85.6% of revenue deployed · 83.8% of spending went to programs
- Governance: 24 of 24 board members independent · 9 of 9 filing controls reported
- Programs: 6 filed program accomplishments · $44.5M in reported program spending
- Leadership: top reported pay $381K · 35 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $1.3M reported
- Consistency: 39 of 39 current checks pass
- Schedules: 9 filed schedules · includes major donors, grants, and executive pay
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 22 filed money-flow records
- Related organizations: 13 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 — Financial Efficiency: Fundraising efficiency scored 56/100.
- High — Sustainability: Operating margin scored 21/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
- High — Sustainability: Officer compensation ratio scored 19/100.