Catholic Charities of the Diocese of Winona-Rochester
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.
Key facts about Catholic Charities of the Diocese of Winona-Rochester
- EIN
- 41-0721636
- Latest 990 filing
- Form 990, 2025
- Total assets
- $3,721,022
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$3.7M
+26.3% YoY
Revenue
$6.0M
+16.4% YoY
Net Investment Income
$168K
-51.0% YoY
Expenses
$5.2M
+3.2% YoY
About Catholic Charities of the Diocese of Winona-Rochester
Based on IRS filings
Catholic Charities of the Diocese of Winona-Rochester is a public charity focused on Human Services, based in Winona, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.7M in total assets. Net investment income was $168K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2021, annual grant giving ranged from $5K (2020) to $6K (2019). In 2021 it made 1 grant totaling $6K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,721,022 | $2,947,111 | $3,002,037 |
| Revenue | $5,964,423 | $5,122,920 | $4,820,400 |
| Expenses | $5,205,501 | $5,044,488 | $5,345,473 |
| Net Investment Income | $167,868 | $342,422 | $92,472 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS January 29, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS March 12, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS November 12, 2021)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Catholic Charities of the Diocese of Winona-Rochester is led by Most Reverend Robert Barron, President on every filing since 2024; none of the 14 officers listed in 2025 report compensation.
Officers on the 2025 filing
Most Reverend Robert Barron
President
On filings since 2024
0.7 hrs/week
No compensation reported
Rick Reed
Chair
Vice Chair → Chair, 2025
On filings since 2024
0.7 hrs/week
No compensation reported
Colleen Helms
Director
On filings since 2020
0.7 hrs/week
No compensation reported
Jane Njeru
Director
On filings since 2020
0.7 hrs/week
No compensation reported
Mary Walker
Director
On filings since 2020
0.7 hrs/week
No compensation reported
Gus Wiggert
Director
On filings since 2024
0.7 hrs/week
No compensation reported
James Starasinich
Director
On filings since 2024
0.7 hrs/week
No compensation reported
Michael Ludvik
Director
On filings since 2024
0.7 hrs/week
No compensation reported
Sister Agnes Mary Graves
Director
On filings since 2024
0.7 hrs/week
No compensation reported
Linda Halbur
Director
New on the 2025 filing
0.7 hrs/week
No compensation reported
Lisa Kremer
Director
New on the 2025 filing
0.7 hrs/week
No compensation reported
Heather Lenz
Past Chair
Treasurer → Chair, 2024
Chair → Past Chair, 2025
On filings since 2019
0.7 hrs/week
No compensation reported
Very Rev William Thompson
Vicar General
Vice President → Vicar General, 2021
On filings since 2020
0.7 hrs/week
No compensation reported
Teresa Speck
Treasurer
On filings since 2024
0.7 hrs/week
No compensation reported
Former officers (18)
- Former: Dean Beckman (2019–2024) — Director
- Former: Douglas Wood (2024) — Director
- Former: Michael McCarvel (2024) — Director
- Former: Jimmy Bickerstaff (2019–2023) — Vice Chair
- Former: Kevin Aaker (2019–2023) — Director
- Former: Mary Farrell (2019–2023) — Director
- Former: Most Reverend John Quinn (2019–2023) — President
- Former: Olivia Ordaz (2019–2023) — Director
- Former: Reverend Gregory Havel (2019–2023) — Director
- Former: Scot Berkley (2019–2023) — Past Chair
- Former: Teresa Pearson (2019–2023) — Director
- Former: Shanna Harris (2019–2021) — Executive Director
- Former: Mary Frances Lane (2019–2020) — Director
- Former: Mary Liebsch (2019–2020) — Controller
- Former: Reverend Monsignor Thomas Melvin (2019–2020) — Vice President
- Former: Robert Tereba (2019–2020) — Past Executive Director & Secretary
- Former: Tim Shea (2019–2020) — Director
- Former: Deacon Preston Doyle (2019) — Treasurer
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.
Frequently asked questions about Catholic Charities of the Diocese of Winona-Rochester
How large is Catholic Charities of the Diocese of Winona-Rochester?
Catholic Charities of the Diocese of Winona-Rochester reported $3.7M in total assets on its 2025 IRS Form 990. Its revenue that year was $6.0M.
What is Catholic Charities of the Diocese of Winona-Rochester?
Catholic Charities of the Diocese of Winona-Rochester is a public charity focused on Human Services, based in Winona, MN. It holds $3.7M in total assets as of 2025.
Where does Catholic Charities of the Diocese of Winona-Rochester operate?
Catholic Charities of the Diocese of Winona-Rochester has awarded grants in Minnesota.
What is Catholic Charities of the Diocese of Winona-Rochester's EIN?
Catholic Charities of the Diocese of Winona-Rochester's EIN (Employer Identification Number) is 41-0721636. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Catholic Charities of the Diocese of Winona-Rochester by hand.
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