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Human Services : Social Services

Catholic Charities of Santa Clara County

Changing lives for good

four stars

92.61

2625 Zanker Road Suite 200
San Jose, CA 95134
tel: (408) 468-0100   Web Site
EIN: 94-2762269

Board Leadership
Patrick J. McGrath
Chairman

CEO
Gregory Kepferle
Chief Executive Officer

 
 
  Score
(out of 100)		 Rating
Overall Score & Rating 92.61 four stars
  Financial 90.35 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 11/01/2016 and includes data from FY2015, the most recent 990 received at that time.
Why isn't this based on more recent data?

Learn more about how we calculate the overall score and rating.

Financial

four stars

90.35

Accountability & Transparency

four stars

96.00

This rating was published 11/01/2016 and includes data from FY2015, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity’s total expenses spent on the programs
and services it delivers)		 82.7%
  Administrative Expenses 13.6%
  Fundraising Expenses 3.6%
  Fundraising Efficiency $0.03
  Working Capital Ratio (years) 0.53
  Program Expenses Growth 3.0%
  Liabilities to Assets 8.8%
All data for Financial Performance Metrics calculations was provided by Catholic Charities of Santa Clara County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Catholic Charities of Santa Clara County on recent 990s filed with the IRS.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
Catholic Charities of Santa Clara County (CA) 92.61 four stars
Catholic Charities, Diocese of Venice (FL) 92.23 four stars
Catholic Charities of Northeast Kansas (KS) 91.35 four stars
Catholic Charities of St. Paul and Minneapolis (MN) 93.07 four stars
Catholic Charities of the Archdiocese of Milwaukee (WI) 89.64 three stars

Compare These Charities (Highly Rated)

For over 50 years, Catholic Charities of Santa Clara County has changed lives for good by helping strengthen families and building economic self-sufficiency. Each year we serve 27,000 poor and vulnerable individuals of all cultures and beliefs through a broad base of programs including housing services, job skills training and placement, older adult services, mental health and substance abuse counseling, financial education, immigration, refugee resettlement, and children and youth services and education. Our compassion and commitment extend beyond direct service to those in need, and compel us to address the root causes of poverty in Santa Clara County through our social policy education and advocacy efforts.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $9,987,711
   Federated Campaigns $58,251
   Membership Dues $0
   Fundraising Events $534,658
   Related Organizations $0
   Government Grants $20,585,317
Total Contributions $31,165,937
   Program Service Revenue $2,298,262
Total Primary Revenue $33,464,199
   Other Revenue $404,327
TOTAL REVENUE $33,868,526
   
EXPENSES  
   Program Expenses $26,088,713
   Administrative Expenses $4,116,512
   Fundraising Expenses $1,167,280
TOTAL FUNCTIONAL EXPENSES $31,372,505
   
Payments to Affiliates $0
Excess (or Deficit) for the year $2,496,021
   
Net Assets $23,746,368

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Economic Development Services $6,752,202 25.9%
Children, Youth & Family Development Services $6,090,582 23.3%
Behavioral Health Services $7,030,152 26.9%

Ratings History
Catholic Charities of Santa Clara County has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2015-06 11/01/2016 92.61 four stars
2014-06 06/01/2016 90.26 four stars
 
CN 2.0
2014-06 12/01/2015 87.11 three stars
2013-06 11/01/2014 94.48 four stars
2012-06 09/01/2013 94.80 four stars
2011-06 11/06/2012 95.52 four stars
2010-06 09/20/2011 96.37 four stars
 
CN 1.0
2009-06 11/01/2010 95.91 four stars
2008-06 07/01/2009 93.17 four stars
2006-06 10/01/2007 75.73 two stars
2005-06 10/01/2006 85.61 three stars
2004-06 11/01/2005 83.97 three stars
2003-06 01/05/2005 93.27 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 94-2762269
Name in IRS Master File CATHOLIC CHARITIES OF SAN JOSE
NTEE Code P20
NTEE Classification Human Service Organizations - Multipurpose
NTEE Type Human Services - Multipurpose and Other
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (1) Church, synagogue, etc
(150) Hospital
(120) Publishing activities
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Subordinate - the organization is a subordinate in a group ruling.
Group Name UNITED STATES CONFERENCE OF CATHOLIC BISHOPS
Ruling Date March, 1946
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)		 (Log In or Register Now to View Forms 990!)
  • June, 2015
  • June, 2014
  • June, 2013
  • June, 2012
  • June, 2011

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

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Compensation % of Expenses Paid to Title
$213,428 0.68% Gregory Kepferle Chief Executive Officer
Other Salaries of Note
$229,121 0.73% Ali Alkoraishi Psychiatrist

For over 50 years, Catholic Charities of Santa Clara County has changed lives for good by helping strengthen families and building economic self-sufficiency. Each year we serve 27,000 poor and vulnerable individuals of all cultures and beliefs through a broad base of programs including housing services, job skills training and placement, older adult services, mental health and substance abuse counseling, financial education, immigration, refugee resettlement, and children and youth services and education. Our compassion and commitment extend beyond direct service to those in need, and compel us to address the root causes of poverty in Santa Clara County through our social policy education and advocacy efforts.

Highly Rated

Charity Name & State Overall Score Overall Rating
Catholic Charities of Santa Clara County (CA) 92.61 four stars
Catholic Charities of the Diocese of Santa Rosa (CA) 87.83 three stars
Catholic Social Services of Anchorage (AK) 93.48 four stars
Catholic Charities Diocese of Fresno (CA) 94.69 four stars
Catholic Charities Diocese of St. Petersburg (FL) 88.96 three stars

Compare These Charities (Highly Rated)

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Charity Contact Info

Catholic Charities of Santa Clara County
2625 Zanker Road
Suite 200
San Jose, CA 95134
tel: (408) 468-0100
fax: (408) 944-0275
EIN: 94-2762269

Visit Web Site

Board Leadership

Patrick J. McGrath
Chairman

CEO

Gregory Kepferle
Chief Executive Officer

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