Catholic Charities of the Diocese of Lexington, Inc.
1310 W Main St
Lexington KY 40508
Contact Information
Nonprofit Catholic Charities of the Diocese of Lexington, Inc.
Address 1310 W Main St
Lexington, KY 40508
Phone (859) 253-1993 215
Fax 859 255-1134
Contact Name Ruslyn Case-Compton
Web and Social Media
1310 West Main Street, Lexington, KY
At A Glance
IRS Ruling Year 1946
Former Names
Catholic Social Service Bureau
Other ways to donate, support, or volunteer
Monetary contributions may be mailed to our main office at 1310 West Main Street, Lexington, KY 40508. When you are making a donation to Catholic Charities, you can tell us what programs or initiatives you'd like to support, or if you'd like to make a gift in honor of or in memory of someone special.
 
In-Kind Donations: Our Bridging the Gap Emergency Assistance Program accepts donations of toiletries and household cleaning supplies, which are distributed to low-income families.

Volunteer Opportunities

Lasting Change Financial Literacy Program –Local Certified Public Accountants (CPAs) volunteer to facilitate this hands-on series of six workshops.Community volunteers act as ‘asset mentors’ and facilitate discussion groups during the workshops. The purpose of the mentorship is to offer individualized attention to address the specific needs of participants. The course is offered periodically throughout the year at local community centers.

Catholic Charities Board of Directors -Volunteers from parishes serve on Catholic Charities’ Board of Directors, Board subcommittees: Development, Parish Relationship or Program Committees and ad-hoc committees that are created to address a specific need. The board meets eleven times a year, at noon on the third Thursday of each month, except for July.

 
 
 
Financial Summary
 
 
Statements
Mission Statement The agency's mission is to empower and assist residents of the Diocese of Lexington to improve their quality of life.
Background Statement Catholic Charities was founded in 1988 as an independent agency sponsored by the Catholic Diocese of Lexington. It is a member of United Way of the Bluegrass, United Way of Eastern Kentucky and Catholic Charities USA. A volunteer board of directors provides guidance and direction. Services are provided to all in need without regard for faith affiliation.
Impact Statement
In 2016 we provided almost 800 hours of mental health counseling, began counseling in Spanish, began new partnerships to help refugees and immigrants attain greater self-sufficiency, provided over $57,525 in financial assistance (mostly in rent and utility bill payments), helped 48 families improve their money-management skills, helped 47 women prepare to be a parent, received 70 calls to our expectant parent hotline and placed 6 infants in adoptive homes.  Goals for 2017 include implementing a refugee resettlement program. 
Needs Statement
Funds for rent and utility assistance 
     The agency typically provides the last $100 towards a rent or utility bill. This fund is in constant need of replenishment. 
    
Funds to support A Caring Connection, the agency's free pregnancy counseling program.  
      This program does not receive any funding through United Way of the
      Bluegrass.
 
Funds to open a new office in a rural part of the diocese
      The twenty poorest counties in Kentucky are located within the Diocese
      of Lexington.  These counties often lack services to help families in 
      poverty.  The availability of affordable mental health services is particularly 
      acute.  We estimate that each branch office will cost $50,000 a year to    
      operate. 
 
Funds to support our financial literacy program
      The Lasting Change Financial Literacy program has produced measurable
      changes in the financial attitudes and practices of low-income families.    
      Each 6-week session costs approximately $2,700.  These funds cover 
      the costs of the weekly financial incentive, curriculum materials, food, and 
      the saving/checking account incentive for an estimated 20 participants.
 
Funds to pay for mental health counseling, particularly in Spanish
      It costs the agency $100 per hour of counseling provided.  Clients, who
      are charged on a sliding fee scale that takes into account household income
      and family size, pay an average of $9.40 per one-hour session.  Funds are
      always needed to bridge the gap between program costs and fees
      collected.
CEO/Executive Director Statement The agency's target population is low-income families who are in need of assistance in order to achieve greater stability in their lives.  Approximately one-third of people served are Catholic.
Service Categories
Secondary Organization Category Human Services / Adoption
Tertiary Organization Category Human Services / Emergency Assistance (Food, Clothing, Cash)
Geographic Areas Served
Areas
In a specific U.S. city, cities, state(s) and/or region.
Anderson County
Bath County
Bell County
Bourbon County
Boyd County
Boyle County
Breathitt County
Carter County
Clark County
Clay County
Elliott County
Estill County
Fayette County
Floyd County
Franklin County
Garrard County
Greenup County
Harlan County
Jackson County
Jessamine County
Johnson County
Knott County
Knox County
Laurel County
Lawrence County
Lee County
Leslie County
Letcher County
Lincoln County
Madison County
Magoffin County
Martin County
McCreary County
Menifee County
Mercer County
Montgomery County
Morgan County
Owsley County
Perry County
Pike County
Powell County
Pulaski County
Rockcastle County
Rowan County
Scott County
Whitley County
Wolfe County
Woodford County
Nicholas County
Wayne County

We serve residents of the 50 counties of the Diocese of Lexington, KY. We have offices in Lexington and Prestonsburg. In fiscal year 2015-2016 clients were drawn from 20 of the 50 counties in the service area.

Impact Questions
GoalsHelpWhat is the organization aiming to accomplish? This is the organization's ultimate goal for intended impact.
Our goal is to help families and individuals gain greater stability in their lives.
We support families in crisis whose stability is threatened by offering the following interventions.
   Rent and Utility Assistance (housing instability)
   Family Counseling (stabilizing relationships, processing traumatic events)
   Pregnancy Counseling (stabilizing relationships, planning for future)
   Financial Literacy (financial instability) 
   
CapabilitiesHelpWhat are the organization’s capabilities for doing this? What resources, capacities, and connections support its progress towards long-term goals?
The organization has a staff of highly trained, experienced professionals.  There are two licensed clinical social workers on staff, as well as four other master's level counselors.
 
The local Catholic Charities agency is part of a nationwide association of Catholic social service agencies.  The association serves as a resource offering leadership, training and expertise on emerging issues.
IndicatorsHelpHow will the organization know if it is making progress? What are the key qualitative and quantitative indicators against which the organization assesses its progress toward its intended impact?
We routinely track outcomes as a way to measure impact.  Outcome measures include both quantitative and qualitative data points.
Board Chair
Board Chair Dwayne Edwards
Company Affiliation Community Volunteer
Term Aug 2015 to June 2016
Board Members
NameAffiliationStatus
Janice Bett board memberVoting
Billie Davenport board memberVoting
Dennis Duzyk Community VolunteerVoting
Dwayne Edwards Community VolunteerVoting
Jane Osborne Ellis board memberVoting
Maura Graven Community VolunteerVoting
Ryan Haley Community VolunteerVoting
Franklin Hoopes Community VolunteerVoting
Mr. Fred O'Bryan Community VolunteerVoting
Julie Preston Community VolunteerVoting
Tamara Shumate board memberVoting
Beth Wright Community volunteerVoting
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 11
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 6
Female 6
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 73%
Written Board Selection Criteria? No
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Percentage Making In-Kind Contributions 9%
Constituency Includes Client Representation No
Number of Full Board Meetings Annually 11
Standing Committees
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Executive
Program / Program Planning
Community Outreach / Community Relations
Additional Board Members and Affiliations
NameAffiliation
Franklin Hoopes community volunteer
Comments
CEO Comments The agency serves people of all faiths.  A person does not have to be Catholic in order to receive services.
 
Provision of services is guided by Catholic Social Teaching.
CEO/Executive Director
Executive Director Ms. Ruslyn Case-Compton
Term Start July 2004
Email rcasecompton@cdlex.org
Experience Ruslyn Case-Compton brings more than 26 years of experience in non-profit management to the organization. She holds a bachelor's degree in communications arts from Xavier University in Cincinnati and a master's degree in sociology from Morehead State University. Prior to joining the staff at Catholic Charities, she was the executive director of a Habitat for Humanity affiliate in Eastern Kentucky. She also worked for almost 11 years as a volunteer coordinator for a Catholic Charities agency in Washington State. For a few years she was a reporter for a small weekly newspaper in southeast Alaska.
Staff
Full Time Staff 7
Part Time Staff 2
Volunteers 25
Contractors 0
Retention Rate 100%
Management Reports to Board? Yes
Staff Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 7
Hispanic/Latino 1
Native American/American Indian 0
Other 0 0
Staff Demographics - Gender
Male 0
Female 9
Unspecified 0
Former CEOs
NameTerm
Sister Frances Moore CDP 1989 - June 2004
Senior Staff
Title Licensed Clinical Social Worker
Experience/Biography
Mrs. Hall has been with the agency for over 20 years.
Title Pregnancy Counselor
Experience/Biography
Ms. Hainley has been with the agency almost 20 years.
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
NonManagement Formal Evaluation Yes
Non Management Formal Evaluation Frequency Annually
Comments
CEO Comments We are a licensed adoption agency.
Both of our clinical counselors are licensed by the state.
One is a licensed clinical social worker.
One is a licensed professional clinical counselor.
 
Description
6-week financial literacy class which not only teaches budgeting skills, but also explores participants' attitudes toward money, which can affect their financial decisions.
Budget 2700
Category Human Services, General/Other Financial Counseling
Population Served Adults, Families,
Program Short Term Success
Participants will graduate from program with increased understanding of their money management attitudes which may adversely affect financial decisions.
Participants who have not previously established a savings and/or checking account will do so.
Program Long term Success
Participants will manage their money more wisely, establish savings and checking accounts, set financial goals and delay gratification in order to avoid the cost of borrowing money.
Program Success Monitored By
Participant progress will be measured using a pre/post test.
Examples of Program Success

Dr. Dan Stone, the Gatton Endowed Chair at UK's School for Business and Economics, developed a matrix to measure program effectiveness. His statistical analysis shows program participants  have not only learned new financial skills, but have also developed new attitudes and behaviors. So far, 43 individuals have successfully completed a six-week course. 18 of these participants opened a savings or checking account for the first time. All of the participants saw an increase in financial skills, an increased confidence in effectively managing their money, and an increased ability to distinguish needs from wants.

This empirical evidence is supported by several case-study examples. Periodically, Catholic Charities sponsors a Lasting Change reunion, where participants and mentors can reconnect and discuss their progress. At these reunions, we have discovered that participants have indeed made lasting financial changes. Participants Brian and Patricia shared that because of the Lasting Change program they were able to find ways to save $400 and purchase a used car. Monica shared that her attitude toward money had changed. Her mantra used to be: “I want what I want when I want it.” Now, Monica says she puts her needs before wants, and thinks seriously before purchasing items.

Michael Overstreet wrote a letter to Catholic Charities: “The name Lasting Change is very fitting for what has been taught. Each of us was asked to set short and long term goals. We were blessed to have mentors to help us …. Rebecca taught us the importance of eating right. How we could save by choosing different foods rich in protein and eating foods that are inexpensive but taste great. My family cooks with ground turkey, something we have never done and we all love it! We learned the difference between what we want and what we really need. Looking at this we can decide where our funds can be most effective. I now can save by first cutting out unnecessary spending and making wise purchases.”

Description
Clinical counseling by master's level therapists is provided to individuals, couples and families.  Fees charged range from $0 - $100 a session, based upon client's household income and family size. Some insurances are accepted.
Budget 114500
Category Mental Health, Substance Abuse Programs, General/other Outpatient Mental Health Treatment
Population Served Adults, Alcohol, Drug, Substance Abusers, Families
Program Short Term Success
Clients will identify and address the behaviors which are impeding their ability to function.
Program Long term Success
Clients will experience an increased ability to function and thereby have better personal and professional relationships.
Program Success Monitored By
Progress toward meeting client goals are routinely reviewed.  Upon termination of service, clients are surveyed to assess their personal satisfaction with services received.
Examples of Program Success
In fiscal year, 2009-2010, over 1,500 hours of clinical counseling were provided.  Client satisfaction surveys indicate a high degree of satisfaction with services received.
Description
Free counseling and case management services to pregnant women and their families.  Services are customized to meet each situation and family need.  Women are provided support and encouragement to plan for their child's birth.  Sometimes this plan involves preparing to become a parent -- accessing resources, learning about early childhood development, etc.  Sometimes a woman chooses to make an adoption plan.  A Caring Connection screens and trains couples to accept these infant placements.
Budget 166000
Category Human Services, General/Other Parenting Education
Population Served Females, At-Risk Populations, Families
Program Short Term Success
Women will exit the program feeling better prepared to parent, with a plan in place to care for their child while continuing to pursue their educational and/or career goals.  They will recognize the affect their negative or high-risk behaviors could have upon their child.
Program Long term Success
Women experiencing an unplanned pregnancy will make a conscious choice -- either to parent their child, or to make an adoption plan.  This conscious, intentional decision will solidify the woman's resolve to do everything in her power to advance the interests of her unborn child.
 
This resolve will result in more positive outcomes for children.
Program Success Monitored By
Progress on client-established goals is routinely monitored.
Examples of Program Success The pregnancy counseling staff met twenty-year-old Brittany at the hospital right before she was due to deliver her baby. Brittany had quit school when she was 16 and had moved to Ohio to escape an unpleasant home life. She had lost her job due to the pregnancy and was forced to move to Lexington to stay with her mother. The living situation was proving very difficult for both mother and daughter; both women needed someone to help them establish healthy patterns of interaction. Brittany was also concerned about caring for her baby, and was anxious to find a job and move out of her mother’s home. Staff initially had contact with Brittany and her mother 3-4 times a week until their emotional situation stabilized. Staff also helped Brittany connect with community resources, provided her with information on parent education, and spent time helping her examine her options for getting her life back on track. Staff also worked via telephone with the baby’s father who lives in Ohio. Brittany did not feel ready to resume contact with him. Staff worked to help him understand and respect her wishes. Within six weeks of the baby’s delivery, she was assisted by the program in finding full-time employment at a job that she loves and an apartment within walking distance of her job. She has moved from a strained relationship with her mother to a more amicable, supportive family system and is saving money to go back to school.  The child is thriving, benefiting from Brittany’s hard work and increased parenting skills. 
Description
Financial assistance with rent and utility bills. 
Budget 98000
Category Human Services, General/Other Emergency Assistance
Population Served Adults, At-Risk Populations, Families
Program Short Term Success
Households have a source of support when they find themselves short of funds due to an unexpected expense.
Program Long term Success
Families will not be evicted from their homes or have their utilities disconnected.
Program Success Monitored By
Demographics are analyzed periodically to track the population served. 
Examples of Program Success “Delia” was referred to the agency by a local family resource center coordinator. A single parent of three children, Delia had recently adopted two family members whose parents were killed in a car wreck. Becoming a single mother of five caused Delia’s household gas bill to be more than she could afford on her full-time low-wage salary. We were able to assist Delia in catching up her past due gas charges using federal Emergency Food and Shelter funds. At last contact, she was participating in a program through the Lexington Housing Authority that would allow her family to move from Section 8 housing into a house that was all electric, thereby making future utility bills more affordable for her meager budget. 
Description We are starting a refugee resettlement program in 2017 and expect to accept 51 refugees this year.
Category
Population Served , ,
Program Comments
CEO Comments Our programs are designed to help individuals and families achieve greater stability in their lives.
Plans & Policies
Organization has a Fundraising Plan? Yes
Organization has a Strategic Plan? Yes
Years Strategic Plan Considers 2
Date Strategic Plan Adopted Oct 2008
Management Succession Plan? No
Organization Policy and Procedures No
Nondiscrimination Policy Yes
Whistleblower Policy No
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes
Collaborations
Family Care Center
Catholic Action Center
St. Elizabeth Ann Seton Parish
Pax Christi Catholic Church
St. Peter Claver Catholic Church
St. Paul Catholic Church
Society of St. Vincent DePaul
St. Martha Catholic Church
Hunter Presbyterian Church
Affiliations
AffiliationYear
U.K. Nonprofit Leadership Initiative2005
United Way Member Agency1988
Government Licenses
Is your organization licensed by the Government? Yes
Fiscal Year
Fiscal Year Start July 01, 2015
Fiscal Year End June 30, 2016
Projected Revenue $687,642.00
Projected Expenses $687,687.00
Endowment Value $56,000.00
Spending Policy Income Only
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available). Revenue from foundations and corporations may be included in individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
--$315,000$323,405
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions$507,598$151,405$228,586
------
$106,611$87,385$59,373
Investment Income, Net of Losses$7,227$6,262$6,691
Membership Dues------
Special Events$44,729$45,559$38,498
Revenue In-Kind------
Other--$737--
Expense Allocation
Fiscal Year201620152014
Program Expense$474,674$486,434$461,889
Administration Expense$158,377$152,804$143,921
Fundraising Expense$8,432$4,340$6,215
Payments to Affiliates------
Total Revenue/Total Expenses1.040.941.07
Program Expense/Total Expenses74%76%75%
Fundraising Expense/Contributed Revenue2%1%1%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$558,160$523,249$612,585
Current Assets$192,952$208,971$301,012
Long-Term Liabilities------
Current Liabilities$57,373$49,382$99,697
Total Net Assets$500,787$473,867$512,888
Audit Documents
2016 Audit
2015 Audit
2014 Audit
2013 Audit
2012 Audit
2010 Audit
2009 Audit
2008 Audit
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years? No
State Registration No
Comments
Foundation Staff Comments This organization is exempt from filing the Form 990; however, Catholic Charities voluntarily fills out an unofficial 990. Financials presented here came from this unofficial 990.
Address 1310 W Main St
Lexington, KY 40508
Primary Phone 859 253-1993 215
CEO/Executive Director Ms. Ruslyn Case-Compton
Board Chair Dwayne Edwards
Board Chair Company Affiliation Community Volunteer