Catholic Charities of the Diocese of Winona-rochester

Nonprofit profile at a glance

EIN
410721636
IRS 990 coverage
2010–2024
Official website data refreshed
Jul 2026
Forms available
Form 990 2024
Location
Winona, MN, USA
Phone
5074542270
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Human Service Organizations
Affiliation
Christianity

Official website

Reported finances

Revenue
$5,964,423
Expenses
$5,205,501
Assets
$3,721,022
Liabilities
$350,337

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

Leadership & pay

14 people listed

Executive titles in this filing

  • MOST REVEREND ROBERT BARRON (PRESIDENT)

People named in this filing

  • MOST REVEREND ROBERT BARRON (PRESIDENT)
  • VERY REV WILLIAM THOMPSON (VICAR GENERAL)
  • HEATHER LENZ (PAST CHAIR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

Catholic charities of the diocese of winona-rochester serves the poor and marginalized, advocates for social justice, and calls all people to the ministry of christ.

What it reported doing in 2024

Child & family servicesparenting support: catholic charities supports confident pregnancies and stable beginnings for children. We help women and men thoughtfully decide between parenting or adoption so they can confidently pursue the best plan for themselves and their babies. Catholic charities helps expectant parents to make a parenting plan, provides parenting education and access to baby items. We provide free portable cribs so infants have a safe place to sleep, free infant car seats for those that cannot afford baby supplies, and offer diaper banks in five communities across the diocese. We provide one-time financial assistance for new and expectant parents in need of rent or utility assistance, which is largely funded through our annual baby bottle campaign. In fiscal year 2024, we supported 646 new and expectant parents.adoptionour adoption program is the longest-standing program at catholic charities. We primarily offer domestic infant adoption and are licensed by the state of Minnesota. Our mission is to find homes for children who need a loving, stable family. Catholic charities provides pregnancy counseling and decision making support to expectant parents. We provide guidance in selecting and meeting an adoptive family, determining how much openness they want, and making a plan for the hospital time and their future. We have a cooperative agreement with holt international to offer home studies and post placement supervision for international adoptions. Our social workers complete assessments, home studies, and education for couples wanting to adopt a child. We are members of the national council for adoption and bravelove. Our services continue through the lifespan for all members of the adoption constellation by offering ongoing support, adoption day celebrations, intermediary services, and post-adoption search and reunion services. In fiscal year 2024, we served eleven families in our adoption program and assisted 32 individuals with post adoption support.onward & upwardcatholic charities' onward and upward program supports low income single parents as they pursue a degree in the healthcare field. There are three components to the onward and upward program: mentoring, scholarships, and emergency financial assistance. Single parents who are accepted into the onward and upward program are paired with a catholic charities social worker to receive mentoring. These monthly meetings are based on the needs of each student, and cover topics such as resources, goal setting, budgeting, time management, self care and identifying the student's learning styles. Students also receive a monthly scholarship to help with non-academic needs, and may apply for emergency financial assistance as needed for unexpected expenses. Emergency financial assistance is most often used for car repairs, utilities, textbooks, and medical bills. The goal is to lift families out of poverty and into self sufficiency through supporting education. Our most recent graduates begin earning an average of $20 more per hour after graduating with their new degree! Onward and upward supports 10-12 families at a time.home study and post release servicescatholic charities received a new grant through the united states conference of catholic bishops in spring 2024 to offer home study and post release services to unaccompanied migrant children. When unaccompanied children are apprehended at the us/mexico border and a sponsor can be identified, the children are released to the sponsor's care. Depending on the nature of the relationship between sponsor and child, a home study may be required. Catholic charities social workers provide home studies to assess the suitability and safety of a potential sponsor before a child is released from shelter care. Our social workers also provide post release services to help sponsors enroll the children in school, obtain medical and mental health care, understand their legal rights within immigration, pursue guardianship, acces

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 87% 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. The filing does not identify recipients for some grant dollars and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 65
  • Accountability: 94
  • Sustainability: 57
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 73.3%; rating input score 73
  • Program expense ratio: 82.1%; rating input score 82
  • Fundraising efficiency: $63.19 raised per $1 spent on fundraising; rating input score 81; 81st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 17th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 0%; rating input score 0; 6th 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: 6 of 7 controls in place; rating input score 86
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 12.7%; rating input score 67; 67th percentile among comparable filings
  • Total-asset coverage ratio: 0.71; rating input score 26; 26th percentile among comparable filings
  • Liabilities to assets ratio: 0.09; rating input score 60; 60th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 91; 91st percentile among comparable filings

Growth

  • Program expense growth: 7.8% per year; rating input score 100; 54th percentile among comparable filings
  • Revenue growth: 7.5% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 5.3% per year; rating input score 100; 36th percentile among comparable filings

Details

  • Where the money goes: 73.3% of revenue deployed · 82.1% of spending went to programs
  • Governance: 15 of 15 board members independent · 6 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $4.3M in reported program spending
  • Leadership: top reported pay $0 · 14 people listed
  • Consistency: 29 of 30 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes major donors and grants
  • Filing history: 13 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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 — Transparency & Controls: Grant itemization coverage scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 26/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.