Catholic Charities of the Diocese of Oakland

Public charity · Grantmaker Oakland, CA EIN: 94-2677202

Catholic charities of the east bay works to support children, youth, families, and seniors from crisis to stability and well-being.

Key facts about Catholic Charities of the Diocese of Oakland

In short: Catholic Charities of the Diocese of Oakland gave $251K across 1 grant in 2025 (avg $251K), mostly in Virginia. Source: 2025 IRS Form 990.

EIN
94-2677202
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$250,943
Grants made (2025)
1
Average grant
$250,943
Median grant
$250,943
Total assets
$30,844,071
Primary geography
Virginia (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$30.8M

-9.2% YoY

Annual Giving

$251K

+46.8% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$251K

+193.6% YoY

How Catholic Charities of the Diocese of Oakland gives

  • Giving held roughly steady from 2022 to 2025 (+20%). Method

From the foundation's IRS Form 990 filings. Methodology.

About Catholic Charities of the Diocese of Oakland

Based on IRS filings

Catholic Charities of the Diocese of Oakland is a public charity, based in Oakland, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $30.8M in total assets. In 2025, it awarded 1 grant totaling $251K. Net investment income was $2.0M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of the 2025 grant dollars on its one itemized grant.

Cities

OaklandBerkeleyRichmondSan FranciscoAlexandriaConcordHayward

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M7 grants2019 9 grants2020 7 grants2021 1 grant2022 1 grant2023 2 grants2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $78K (2023) to $1.0M (2020). In 2025 it made 1 grant totaling $251K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Catholic Charities USA: $251KCatholic Charities USA$251K

The largest 2025 recipient was Catholic Charities USA ($251K).

Grant Size Distribution

12 grants across all recorded years

6<$50K1$50–100K4$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 12 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Catholic Charities USA Alexandria, VAFederal advocacy for the needs of homeless persons, families, and individuals$250,943

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$10M$20M$30M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$30,844,071$33,968,356$33,114,672
Revenue$8,118,836$6,916,562$8,349,506
Expenses$8,382,837$9,116,216$12,608,383
Net Investment Income$2,037,170$979,050$170,527

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2019 (received by the IRS March 16, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS December 2, 2020)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS March 15, 2022)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS March 17, 2025)
  5. Updated Form 990 for fiscal year 2025 (received by the IRS March 11, 2026)
  6. Updated Form 990 for fiscal year 2022 (received by the IRS August 8, 2024)
  7. Updated Form 990 for fiscal year 2023 (received by the IRS March 13, 2025)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Catholic Charities of the Diocese of Oakland is led by James Fiedler, Board Chair & Interim CEO since 2025 (on filings since 2021); 8 of 22 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • James Fiedler

    Board Chair & Interim CEO

    Board Vice Chair & Treasurer → Board Vice Chair, 2024

    Board Vice Chair → Board Chair & Interim CEO, 2025

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Mario Alioto

    CEO & Secretary

    New on the 2025 filing

    35 hrs/week

    No compensation reported

  • Bishop Michael C. Barber Sj

    President

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Elizabeth Davis

    Director Office of Mission Advancement

    New on the 2025 filing

    35 hrs/week

    $149K (2025)

  • Nicole T. Thomas

    Director Mental Health & Violence Prevention

    New on the 2025 filing

    35 hrs/week

    $134K (2025)

  • Margaret Peterson

    Former CEO & Secretary

    CEO & Secretary → Former CEO & Secretary, 2025

    On filings since 2019

    35 hrs/week

    $19K (2019) → $297K (2025)

  • Mary Kuhn

    Deputy Chief of Communications

    Chief of Communications → Deputy Chief of Communications, 2023

    On filings since 2022

    35 hrs/week

    $103K (2022) → $132K (2025)

  • Jairo Leiva

    Chief of Staff

    On filings since 2024

    35 hrs/week

    $111K (2024) → $119K (2025)

  • Julia Taylor

    Controller & Treasurer

    On filings since 2024

    35 hrs/week

    $56K (2024) → $132K (2025)

  • Daniel Kubo

    Senior Accountant

    New on the 2025 filing

    35 hrs/week

    $104K (2025)

  • Lisa Carlisle

    Chief Program Officer

    New on the 2025 filing

    35 hrs/week

    $175K (2025)

  • George E. Schultze Sj

    Board Member

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Nancy Cecconi

    Board Member

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • David Katreeb

    Board Member

    On filings since 2021

    0.5 hrs/week

    No compensation reported

  • Matthew Kemner

    Board Vice Chair

    Board Member → Board Vice Chair, 2025

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Marlene Matsuoka

    Board Member

    On filings since 2022

    0.5 hrs/week

    No compensation reported

  • Rick Medeiros

    Bishop's Representative

    On filings since 2023

    0.5 hrs/week

    No compensation reported

  • Dan Tritch

    Acting CFO

    On filings since 2024

    35 hrs/week

    No compensation reported

  • Franthony Chandler

    Board Member

    On filings since 2024

    0.5 hrs/week

    No compensation reported

  • Jose A. Santos Jr.

    Board Member

    On filings since 2024

    0.5 hrs/week

    No compensation reported

  • Michael J. Matly MD

    Board Member

    On filings since 2024

    0.5 hrs/week

    No compensation reported

  • Leslie Gee

    Board Member

    New on the 2025 filing

    0.5 hrs/week

    No compensation reported

Former officers (25)
  • Former: James B. Jones (2019–2024) — Board Chair
  • Former: Wendy Levich (2021–2024) — Board Member
  • Former: Abigail Lesperance (2023–2024) — Acting Director of Immigration Legal Services
  • Former: Laura Sharples (2023–2024) — Sen. Director of Housing Services
  • Former: Marianela Carter DDS (2019–2023) — Board Member
  • Former: Pamela Ferguson (2019–2023) — Board Member
  • Former: Doug Burnet (2023) — Acting CFO
  • Former: John Conry (2023) — Dep. Chief of Ops
  • Former: Lori Wernsing (2023) — Acting CFO
  • Former: Mounir Tyler (2023) — Chief Program Officer
  • Former: Christopher Martinez (2019–2022) — Chief Program Officer
  • Former: Kevin Peters (2019–2022) — Board Member
  • Former: Mary Olowin MD (2019–2022) — Board Member
  • Former: Steve Wilcox (2019–2022) — Board Member
  • Former: Rong Z. Clark (2022) — CFO
  • Former: John Espinoza (2019–2021) — Board Chair
  • Former: Ronald Cortez (2019–2021) — Board Member
  • Former: Sean Hanlon (2019–2021) — CFO
  • Former: Elaine Zhang (2021) — CFO
  • Former: Chuck Haupt (2019–2020) — Board Member
  • Former: Patrick Devine (2019–2020) — Board Member
  • Former: Sean Nalty (2019–2020) — Board Member
  • Former: Charles Fernandez (2019) — CEO & Secretary
  • Former: Diana Pascual (2019) — CAO
  • Former: Michael Kelly (2019) — Board Vice Chair

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Margaret Peterson — Former CEO/Secretary (Thru 4/24): $297KMargaret PetersonFormer CEO/Secretary (Thru 4/24)$297KLisa Carlisle — Chief Program Officer: $175KLisa CarlisleChief Program Officer$175KElizabeth Davis — DIR Office of Mission Advancement: $149KElizabeth DavisDIR Office of Mission…$149KNicole T Thomas — DIR Mental Health & Violence Prevention: $134KNicole T ThomasDIR Mental Health & Violence…$134KMary Kuhn — Deputy Chief of Communication: $132KMary KuhnDeputy Chief of Communication$132KJulia Taylor — Controller/Treasurer: $132KJulia TaylorController/Treasurer$132KJairo Leiva — Chief of Staff: $119KJairo LeivaChief of Staff$119KDaniel Kubo — Senior Accountant (Thru 2/25): $104KDaniel KuboSenior Accountant (Thru 2/25)$104K

The highest reported compensation on the 2025 filing was $297K, to Margaret Peterson (Former CEO/Secretary (Thru 4/24)). 8 officers or directors reported compensation on that filing.

Frequently asked questions about Catholic Charities of the Diocese of Oakland

How much does Catholic Charities of the Diocese of Oakland give each year?

Catholic Charities of the Diocese of Oakland gave $251K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $171K across 2 grants.

How large is Catholic Charities of the Diocese of Oakland?

Catholic Charities of the Diocese of Oakland reported $30.8M in total assets on its 2025 IRS Form 990. Its revenue that year was $8.1M.

Where does Catholic Charities of the Diocese of Oakland operate?

Catholic Charities of the Diocese of Oakland has awarded grants in California, Virginia.

What is Catholic Charities of the Diocese of Oakland's EIN?

Catholic Charities of the Diocese of Oakland's EIN (Employer Identification Number) is 94-2677202. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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