2025-11-17T13:37:37-06:00 2024-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-01-01 300553416 CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER CATH 5853283228 1150 BUFFALO ROAD ROCHESTER NY 14624 CHRIS HASENAUER CHIEF FINANCIAL OFFICER 5853283210 2025-11-17 1 1 JEFFREY PAILLE P01378272 5853811000 2025-11-17 2024 2025-03-06 01:10:19Z KAREN DEHAIS 1150 BUFFALO ROAD ROCHESTER NY 14624 121048690 0 X WWW.CCDOR.ORG X 1917 NY MOTIVATED BY THE GOSPEL MESSAGE OF JESUS CHRIST AND CATHOLIC SOCIAL TEACHING, OUR MISSION IS TO BUILD A JUST AND COMPASSIONATE SOCIETY ROOTED IN THE DIGNITY OF ALL PEOPLE THROUGH EDUCATION, ADVOCACY AND THE PROVISION OF HUMAN SERVICES. 21 20 1910 2742 0 0 68367054 81060096 30995017 36463826 922820 804579 1259003 2051264 101543894 120379765 9657766 12683399 0 0 51653439 58338567 0 0 2327427 38704129 42835978 100015334 113857944 1528560 6521821 92510350 102100717 55108600 64108196 37401750 37992521 X MOTIVATED BY THE GOSPEL MESSAGE OF JESUS CHRIST AND CATHOLIC SOCIAL TEACHING, OUR MISSION IS TO BUILD A JUST AND COMPASSIONATE SOCIETY ROOTED IN THE DIGNITY OF ALL PEOPLE THROUGH EDUCATION, ADVOCACY AND THE PROVISION OF HUMAN SERVICES. 0 0 56044461 28775176 CATHOLIC CHARITIES FAMILY AND COMMUNITY SERVICES (CCFCS) - CCFCS ADMINISTERS PROGRAMS FOR SOCIAL JUSTICE, DEVELOPS AND ADMINISTERS VARIOUS HUMAN CARE SERVICE PROGRAMS, PROVIDES SERVICES TO INDIVIDUALS WITH TRAUMATIC BRAIN INJURIES, BEHAVIORAL HEALTH NEEDS, AND PERSONS LIVING WITH HIV/AIDS AND OTHER CHRONIC ILLNESSES ACROSS CCDR'S GEOGRAPHIC TERRITORY. CCFCS ALSO OPERATES THIRTEEN RESIDENCES THAT OFFER A VARIETY OF SUPPORT AND SERVICES FOR INDIVIDUALS WITH INTELLECTUAL AND/OR OTHER DEVELOPMENTAL DISABILITIES. CCFCS' VARIOUS PROGRAMS SERVED APPROXIMATELY 26,200 INDIVIDUALS IN 2024. 8510342 4025874 CATHOLIC CHARITIES OF CHEMUNG/SCHUYLER (CCCSC) - ADMINISTERS PROGRAMS FOR SOCIAL JUSTICE AND DEVELOPS AND ADMINISTERS VARIOUS HUMAN CARE SERVICE PROGRAMS IN CHEMUNG AND SCHUYLER COUNTIES, NEW YORK. THE CCCSC VARIOUS PROGRAMS SERVED APPROXIMATELY 13,000 INDIVIDUALS IN 2024. 23764163 12683399 1747014 FOOD BANK OF THE SOUTHERN TIER (FOOD BANK) - ADMINISTERS PROGRAMS TO DISTRIBUTE FOOD TO AGENCIES IN BROOME, CHEMUNG, SCHUYLER, STEUBEN, TIOGA, AND TOMPKINS COUNTIES, NEW YORK AND DEVELOPS INNOVATIVE PROGRAMS TO ADDRESS THE PROBLEM OF HUNGER. FOOD BANK RESPONDED TO APPROXIMATELY 1,757,000 REQUESTS FOR FOOD DURING 2024. 8999104 3452246 OTHER PROGRAM SERVICES, INCLUDING MEETING BASIC NEEDS, ADVANCING ECONOMIC SECURITY, PURSUING HOUSING SOLUTIONS, STREGTHENING FAMILIES AND CHILDREN, DELIVERING COMPASSIONATE MENTAL HEALTH AND ADDICTION CARE, WELCOMING IMMIGRANTS AND REFUGEES, AND SUPPORTING INDIVIDUALS WITH INTELLECTUAL AND DEVELEOPMENTAL DISABILITIES ARE RELATED TO THE REMAINING OPERATING DIVISIONS OF CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER INCLUDING: DIOCESAN SERVICES DIVISION, CATHOLIC CHARITIES OF STEUBEN/ LIVINGSTON, CATHOLIC CHARITIES OF TOMPKINS/TIOGA, CATHOLIC CHARITIES OF THE FINGER LAKES. OTHER PROGRAMS SERVED APPROXIMATELY 57,800 INDIVIDUALS IN 2024. 8999104 3452246 97318070 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 467 0 1 1910 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X CHRISTOPHER HASENAUER 5855467220 1150 BUFFALO ROAD ROCHESTER NY 14624 KEENAN MILLER BOARD MEMBER 2.00 X 0 0 0 KAREN DEHAIS PRESIDENT & DIOCESAN DIREC 40.00 X X 265927 0 36042 DEACON DAN CALLAN BOARD MEMBER 2.00 X 0 0 0 STEPHANIE SCHAEFFER BOARD MEMBER 2.00 X 0 0 0 FRITZ MINGES BOARD MEMBER 2.00 X 0 0 0 MARTY PALUMBOS CHAIR 2.00 X X 0 0 0 PAM COLOMAIO BOARD MEMBER 2.00 X 0 0 0 REV DANIEL J CONDON BOARD MEMBER 2.00 X 0 0 0 JIM PURVIS BOARD MEMBER 2.00 X 0 0 0 RON ALLISON BOARD MEMBER 2.00 X 0 0 0 TED O'TOOLE BOARD MEMBER 2.00 X 0 0 0 ROBERT KERNAN BOARD MEMBER 2.00 X 0 0 0 TERRY MULHERN BOARD MEMBER 2.00 X 0 0 0 SR MARY LOU MITCHELL BOARD MEMBER 2.00 X 0 0 0 REV PAUL TOMASSO BOARD MEMBER 2.00 X 0 0 0 IVETH REYNOLDS BOARD MEMBER 2.00 X 0 0 0 TIMOTHY SHEEHAN TREASURER & VICE CHAIR 2.00 X X 0 0 0 BISHOP SALVATORE R MATANO BOARD MEMBER 2.00 X 0 0 0 DOREEN MCGEE SECRETARY 2.00 X X 0 0 0 MARIANNE FURFURE BOARD MEMBER 2.00 X 0 0 0 ALISON WOLFE BOARD MEMBER 2.00 X 0 0 0 CHRISTOPHER HASENAUER CHIEF FINANCIAL OFFICER 40.00 X 198912 0 19327 SABRINA MCLEOD VP OF FINANCE 40.00 X 170785 0 18043 LORI VANAUKEN REGIONAL AGENCY EXEC DIR 40.00 X 232569 0 27068 ROBERT TRUSIAK CHIEF COMPLIANCE OFFICER 40.00 X 262027 0 35955 PATRICK BOYLE CHIEF PEOPLE OFFICER 40.00 X 160209 0 16876 MARK BORDEAU CEO OF FOODBANK OF THE SOUTHERN TIER 40.00 X 167013 0 699 1457442 0 154010 20 0 1 0 WALDORF RISK SOLUTIONS LLC 30 PROSPECT STREET HUNTINGTON NY 11743 INSURANCE 1141300 NORTH CLINTON LLC 259 ALEXANDER STREET ROCHESTER NY 14607 RENT 402332 PRAKASH P REDDY MD 75 TILSTONE PLACE ROCHESTER NY 14618 MEDICAL 262125 ODYSSEUS ADAMIDES MDM 333 THORNEL ROAD PITTSFORD NY 14534 MEDICAL 204000 ROBERT B YOUNG MD 953 PITTSFORD-MENDON CENTER ROAD PITTSFORD NY 14534 MEDICAL 127995 5 1100235 92650 59793364 20073847 12331724 81060096 CLIENT FEES 624100 31000898 31000898 OTHER 624100 3715914 3715914 WHOLESALE/SHARED MAINTENANCE 424000 1747014 1747014 36463826 547916 547916 813308 10000 566645 0 246663 10000 256663 256663 617060 92650 102280 514780 514780 OTHER REVENUE 900099 1536484 1536484 1536484 120379765 38000310 0 1319359 12683399 12683399 897651 897651 48883927 40283503 7378109 1222315 1135000 848171 254123 32706 3013713 2252109 674760 86844 4408276 3294248 986998 127030 91097 91097 369693 369693 41184 41184 7493131 6105456 1387675 567959 421205 81038 65716 1250525 980332 156788 113405 5696489 5046746 614005 35738 622616 585394 32687 4535 777205 649218 107304 20683 342444 46370 296060 14 2274239 2116704 156226 1309 994262 876751 108794 8717 PURCHASED FOOD AND DIST 19283076 19281476 1600 OTHER 1976465 843765 525675 607025 MAINTENANCE AND REPAIRS 563733 513713 48630 1390 PROVISION FOR BAD DEBTS 373716 371366 2350 118144 118144 113857944 97318070 14212447 2327427 13638808 14703434 14866450 21653162 4134265 5233919 1256809 932438 58934741 25814602 32759335 33120139 8705494 8727546 6588170 7145890 10561019 10584189 92510350 102100717 12339590 19534419 3727502 4934049 8632318 9323142 1049171 919420 2629121 4077073 26730898 25320093 55108600 64108196 X 14659523 9698112 22742227 28294409 37401750 37992521 92510350 102100717 X 6521821 513081 -6444131 X 0 1 X 1 1 1 X 66607968 76740154 67776230 68367054 81060096 360551502 66607968 76740154 67776230 68367054 81060096 360551502 360551502 272311 346525 511558 922820 796419 2849633 63989 63989 1458666 20699 1003432 778013 1722333 4983143 368448267 110745020 0.97860 0.98050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 5892932 621269 108948 6405253 5134429 3825 802432 47754 5892932 6131121 -905511 91181 5134429 5483289 834760 186928 6131121 5053653 599116 169480 5483289 0.00000 0.80000 0.20000 0 0 7827771 7827771 42352228 20104397 22247831 913238 605870 307368 7745460 5104335 2641125 96044 96044 33120139 THE COMMUNIS FUND OF THE DIOCESE OF ROCHESTER 7145890 F 7145890 CUSTODIAL FUNDS 9323142 OTHER ASSETS 585672 OPERATING LEASE RIGHT-OF-USE ASSETS 539886 FINANCE LEASE RIGHT-OF-USE ASSETS 135489 10584189 INSURANCE LIABILITY 266863 CAPITAL ADVANCES FROM FUNDERS 24379566 FINANCE LEASE LIABILITY 138139 OPERATING LEASE LIABILITY 535525 25320093 120953942 513081 513081 120440861 41184 -102280 -61096 120379765 113919040 102280 102280 113816760 41184 41184 113857944 PART IV, LINE 2B: CCDR PROVIDES CASE MANAGEMENT, REPRESENTATIVE PAYEE, TRUSTEE, AND GUARDIANSHIP SERVICES TO COUNTY ADULT PROTECTIVE, INTENSIVE CASE MANAGEMENT (ICM), VETERAN'S ADMINISTRATION AND PRIVATE PAY CLIENTS. THIS PROGRAM PROVIDES SHORT-TERM ASSISTANCE, ADVICE, AND CONSULTATION TO ADULTS FACING DISABILITY AND THEIR CAREGIVERS. IN CONNECTION WITH THIS PROGRAM, CCDR HAS CUSTODY OVER CERTAIN CLIENT FUNDS. PART V, LINE 4: ENDOWMENT FUNDS ARE TO BE USED TO PROVIDE A FUTURE INCOME SOURCE AS A SAFEGUARD AGAINST FUTURE FUNDING DECREASES. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE -102,280. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 102,280. CCFCS ANNUAL APPEAL 243140 243140 37905 CCFS DINNER WITH FRIENDS 22705 3000 19705 1287 3460 595 1270 10 443865 89650 354215 12737 4555 450 40021 709710 92650 617060 14024 8015 1045 79196 102280 514780 1 SHORT-TERM EMERGENCY ASSISTANCE TO INDIVIDUALS 190000 12683399 CASH PART I, LINE 2: ALL APPLICANTS FOR EMERGENCY SHORT-TERM ASSISTANCE ARE SCREENED FOR SPECIFIC INCOME-BASED ELIGIBILITY. OFTEN ASSISTANCE TO AN INDIVIDUAL IS REMITTED DIRECTLY TO A THIRD-PARTY, SUCH AS A LANDLORD OR A UTILITY PROVIDER. IN SUCH CASES, PAYEES ARE ALSO SCREENED TO ENSURE THEY ARE VALID PAYEES AND PROVIDERS OF HOUSING OR OTHER SERVICES TO THE INDIVIDUAL BEING ASSISTED. CCDR ESTIMATES IT TOUCHES THE LIVES OF 190,000 INDIVIDUALS DURING THE YEAR. X 0 0 0 0 0 0 0 0 0 KAREN DEHAIS PRESIDENT & DIOCESAN DIREC 265927 0 0 0 0 0 13557 0 22485 0 301969 0 0 0 ROBERT TRUSIAK CHIEF COMPLIANCE OFFICER 262027 0 0 0 0 0 13484 0 22471 0 297982 0 0 0 LORI VANAUKEN REGIONAL AGENCY EXEC DIR 232569 0 0 0 0 0 7507 0 19561 0 259637 0 0 0 CHRISTOPHER HASENAUER CHIEF FINANCIAL OFFICER 198912 0 0 0 0 0 4754 0 14573 0 218239 0 0 0 SABRINA MCLEOD VP OF FINANCE 170785 0 0 0 0 0 8745 0 9298 0 188828 0 0 0 PATRICK BOYLE CHIEF PEOPLE OFFICER 160209 0 0 0 0 0 0 0 16876 0 177085 0 0 0 MARK BORDEAU CEO OF FOODBANK OF THE SOUTHERN TIER 167013 0 0 0 0 0 0 0 699 0 167712 0 0 0 X 12331724 $1.89/LB 0 1 0 SCHEDULE M, LINE 19 THE ORGANIZATION RECEIVES DONATED FOOD FROM A VARIETY OF SOURCES, INCLUDING ITEMS RECEIVED THROUGH THE EFFORTS OF A NATIONAL FOOD BANK NETWORK (FEEDING AMERICA) AND VARIOUS LOCAL SOURCES. FOOD RECEIVED IS THEN DISTRIBUTED TO ELIGIBLE FOOD PANTRIES, SOUP KITCHENS, AND OTHER QUALIFIED NON-PROFIT AGENCIES. A COUNT OF ITEMS RECEIVED IS NOT REPORTED FOR LINE 19 AS IT IS NOT MEANINGFUL BASED ON THE MILLIONS OF POUNDS OF FOOD ITEMS RECEIVED ANNUALLY. FORM 990, PART VI, SECTION A, LINE 6 PURSUANT TO THE NEW YORK NOT-FOR-PROFIT CORPORATION LAW WHICH PERMITS MEMBERSHIP CONFERRING CERTAIN GOVERNANCE RIGHTS WITHOUT PERSONAL PECUNIARY INTEREST (SUCH THAT THEY ARE NOT STOCKHOLDERS), THE BYLAWS OF THE ORGANIZATION PROVIDE FOR INDIVIDUAL MEMBERS THAT HOLD LEADERSHIP POSITIONS WITHIN THE CATHOLIC DIOCESE COMPRISING THE ORGANIZATION'S SERVICE AREA AND THE ORGANIZATION ITSELF. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE ORGANIZATION REVIEW DIRECTOR CANDIDATES FOR THE AT-LARGE AND REGIONAL SERVICE AREA SEATS ON THE BOARD OF DIRECTORS THOUGH SAID CANDIDATES ARE ELECTED BY THE BOARD OF DIRECTORS. SPECIFIED MEMBERS HOLDING DIOCESAN LEADERSHIP POSITIONS SERVE EX OFFICIO ON THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION A, LINE 7B THE AMENDMENT OF THE ORGANIZATION'S CERTIFICATE OF INCORPORATION, BYLAWS AND MISSION, THE APPROVAL OF CERTAIN SIGNIFICANT FINANCIAL TRANSACTIONS, AND THE APPROVAL OF MAJOR CORPORATE TRANSACTIONS SET FORTH IN THE NEW YORK NOT-FOR-PROFIT CORPORATION LAW ARE RESERVED TO THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING FEDERAL FORM 990 A DRAFT FORM WAS PROVIDED TO THE BOARD MEMBERS VIA EMAIL FOR THEIR REVIEW, QUESTIONS AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE ORGANIZATION'S OFFICERS, BOARD MEMBERS, AND KEY MANAGEMENT EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT-OF-INTEREST STATEMENT. THESE STATEMENTS ARE THEN REVIEWED BY THE CHAIRPERSON OF THE BOARD AND FOLLOW UP ACTION IS TAKEN IF REQUIRED. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT'S COMPENSATION IS DETERMINED AND APPROVED BY THE BOARD MEMBERS FOLLOWING THE RECOMMENDATION OF THE COMPENSATION COMMITTEE WHICH ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO SOURCE COMPARABLE COMPENSATION DATA FROM SIMILARLY-SITUATED ORGANIZATIONS, UPON WHICH INFORMATION THE RECOMMENDATION IS BASED FOLLOWING REVIEW AND DOCUMENTATION THEREOF. THE PRESIDENT DETERMINES THE COMPENSATION OF OTHER KEY EMPLOYEES WITH REFERENCE TO SIMILAR, COMPARABLE COMPENSATION DATA, AND THEN IT IS REVIEWED AND APPROVED BY THE BOARD THROUGH THE BUDGET APPROVAL PROCESS. ALL OF THE FOREGOING BOARD AND COMMITTEE DECISIONS IN THIS REGARD ARE DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION POSTS FINANCIAL STATEMENTS AND ITS CONFLICT OF INTEREST POLICY ON ITS PUBLIC WEBSITE. THE ORGANIZATION'S CERTIFICATE OF INCORPORATION AND BYLAWS ARE MADE AVAILABLE FOR PUBLIC INSPECTION IN ACCORDANCE WITH INTERNAL REVENUE CODE REQUIREMENTS. FORM 990, PART XI, LINE 9: EFFECT OF CHANGE IN INSURANCE LIABILITY 55,869. SETTLEMENT OF LEGAL MATTER -6,500,000. PROVIDENCE LYONS HOUSING DEVELOPMENT FUND COMPANY INC 1150 BUFFALO RD ROCHESTER NY 14624 203405303 LOW-INCOME HOUSING FOR DEVELOPMENTALLY DISABLED NY 501(C)(3) LINE 7 0 PROVIDENCE YATES HOUSING DEVELOPMENT FUND CORPORATION INC 1150 BUFFALO RD ROCHESTER NY 14624 201166339 LOW-INCOME HOUSING FOR DEVELOPMENTALLY DISABLED NY 501(C)(3) LINE 7 0 POWELL STREET HOUSING DEVELOPMENT FUND COMPANY 215 E CHURCH ST STE 101 ELMIRA NY 14901 LOW-INCOME HOUSING NY 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0