Catholic Charities East Bay

Legal name: Catholic Charities of the Diocese of Oakland

Nonprofit profile at a glance

EIN
942677202
IRS 990 coverage
2013–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-T 2024
Location
Oakland, CA, USA
Phone
(510) 768-3100
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Affiliation
Christianity

Official website

Reported finances

Revenue
$8,118,836
Expenses
$8,382,837
Assets
$30,844,071
Liabilities
$4,756,300

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

22 people listed

Executive titles in this filing

  • MARIO ALIOTO (CEO & SECRETARY)
  • BISHOP MICHAEL C BARBER SJ (PRESIDENT)
  • JAMES FIEDLER (BOARD CHAIR/INTERIM CEO)
  • MARGARET PETERSON (FORMER CEO/SECRETARY (THRU 4/24))

Highest reported compensation

  • MARGARET PETERSON (FORMER CEO/SECRETARY (THRU 4/24)): $315,254 total reported compensation
  • LISA CARLISLE (CHIEF PROGRAM OFFICER): $186,173 total reported compensation
  • ELIZABETH DAVIS (DIR OFFICE OF MISSION ADVANCEMENT): $160,972 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

For more than 90 years, we have believed that every person deserves the opportunity to live with dignity, security, and hope. Through housing support, mental health services, immigration legal assistance, family strengthening programs, and crisis response, we help people overcome barriers, achieve stability, and build brighter futures. Together with our donors, volunteers, partners, and supporters, we are creating stronger families, healthier communities, and an East Bay where everyone can thrive. Our Mission To support children, youth, families, and seniors from crisis to stability to well-being.

What it reported doing in 2024

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.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 89% 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

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: 79
  • Transparency & Controls: 79
  • Accountability: 100
  • Sustainability: 42
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 93.4%; rating input score 93
  • Program expense ratio: 74%; rating input score 74
  • Fundraising efficiency: $7.49 raised per $1 spent on fundraising; rating input score 28; 28th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd 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; 63rd 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: -3.3%; rating input score 24; 24th percentile among comparable filings
  • Total-asset coverage ratio: 3.68; rating input score 78; 78th percentile among comparable filings
  • Liabilities to assets ratio: 0.15; rating input score 50; 50th percentile among comparable filings
  • Officer compensation ratio: 16%; rating input score 17; 17th percentile among comparable filings

Growth

  • Program expense growth: 6% per year; rating input score 100; 45th percentile among comparable filings
  • Revenue growth: 3% per year; rating input score 100; 27th percentile among comparable filings
  • Asset growth: 11.5% per year; rating input score 100; 64th percentile among comparable filings

Details

  • What they do: 1 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 93.4% of revenue deployed · 74% of spending went to programs
  • Governance: 11 of 11 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $6.2M in reported program spending
  • Leadership: top reported pay $315K · 22 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $1.2M reported
  • Consistency: 36 of 36 current checks pass
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 12 filing years from 2013 to 2024
  • Contacts: How to reach this organization
  • Money network: 9 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • 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.

  • High — Financial Efficiency: Fundraising efficiency scored 28/100.
  • High — Sustainability: Operating margin scored 24/100.
  • High — Sustainability: Officer compensation ratio scored 17/100.
  • Review — Sustainability: Liabilities to assets ratio scored 50/100.