Needs Assessments
Build customizable assessments that capture demographic and situational information at intake, guide individualized service plans, and create measurable evidence of progress for funders and leadership.
Give your Catholic Charities team one secure place to document client needs, coordinate assistance, and demonstrate outcomes. CharityTracker makes intake, referrals, case notes, digital files, and grant-ready reporting easier to manage—so staff can spend less time on paperwork and more time serving individuals and families with dignity. Access the platform remotely whenever your mission requires it.

Connected tools for intake, client coordination, assistance tracking, secure documentation, and measurable community outcomes.
Build customizable assessments that capture demographic and situational information at intake, guide individualized service plans, and create measurable evidence of progress for funders and leadership.
Move intake beyond paper forms with staff-led, kiosk, or remote workflows that let clients submit requests digitally, reduce data entry, and help teams serve people without unnecessary delays.
Coordinate securely with authorized partner agencies through a shared client database, improving referral accuracy, reducing duplicated services, and giving teams a clearer view of community needs.
Store case notes, identification documents, intake forms, assistance records, and other sensitive files directly in secure client profiles for faster retrieval and coordinated care.
Follow each client from initial request through goals, referrals, milestones, and program completion, using tailored measurement points to document progress toward stability and independence.
Record rent, utility, food, transportation, and in-kind assistance in real time while helping partner organizations avoid duplicate support and direct limited resources where they matter most.
CharityTracker helps Catholic Charities teams replace disconnected paperwork with a centralized, web-based case management system. Document needs, assistance, goals, referrals, and supporting files in one secure place while maintaining the individualized care your mission demands. Remote and kiosk intake can reduce barriers for clients, and outcome reporting gives leaders and funders a clearer picture of program impact across the communities you serve.

Purpose-built software and people-first support help teams serve more effectively.
Built during Hurricane Katrina relief efforts, CharityTracker understands the urgency of coordinated community care.
The platform supports more than 2,500 communities across the USA with flexible, practical case management.
24/7/365 platform access helps Catholic Charities teams respond when clients need support beyond standard hours.
HIPAA-aligned safeguards and controlled sharing help protect confidential client information across authorized partners.
Dedicated people supporting your mission from implementation through ongoing success.

President
Michael Simon serves as President of CharityTracker, a role he fulfills with a deep commitment to the organization's founding mission of empowering charitable organizations through innovative software. Since the company's inception in 2006 during Hurricane Katrina relief efforts, Michael has helped shape CharityTracker into a trusted platform now serving over 2,500 communities across the United States. His leadership style blends strategic vision with hands-on dedication, ensuring that every product decision reflects the real-world needs of nonprofits, government agencies, and community organizations. Michael is passionate about helping mission-driven teams operate more efficiently so they can focus on creating lasting, transformative change in the communities they serve.

CEO
Isaac Simon serves as Chief Executive Officer of CharityTracker, providing strategic direction and executive leadership for the company's mission to strengthen communities through purpose-built software solutions. Known for his personable and approachable style, Isaac fosters a culture of collaboration, responsiveness, and genuine connection with clients. He plays a central role in guiding CharityTracker's growth as the platform continues to expand its reach to nonprofits, faith-based ministries, government agencies, and social service organizations across the USA. Under his leadership, the company remains steadfastly committed to its core values of listening first, doing the right thing, and continually evolving to better serve those who help others.

Customer Success
Greg Hammond is a Customer Success specialist at CharityTracker, dedicated to helping nonprofit and community organizations get the most out of the platform. As part of CharityTracker's client-focused support team, Greg works closely with users to ensure seamless onboarding experiences and continued satisfaction throughout their journey with the software. His role reflects the company's core value of listening first — being present and responsive at every stage of the client relationship. Greg is committed to making sure each organization he supports has the tools, knowledge, and confidence to effectively manage their programs, track client outcomes, and maximize their community impact.

Sales & Implementation
Ann Watt is a Sales & Implementation specialist at CharityTracker, bringing expertise in client onboarding and software deployment to help organizations quickly adopt the platform and begin maximizing their impact. Ann works closely with new clients to ensure a smooth transition from evaluation to full implementation, guiding teams through setup, training, and early use of the system. Her approach reflects CharityTracker's promise of quick, approachable implementation — enabling nonprofits, government agencies, and community organizations to start tracking, measuring, and reporting within minutes. Ann is passionate about empowering mission-driven organizations with the tools they need to serve their communities more effectively.

Sales & Implementation
Kyle Minckler is a Sales & Implementation specialist at CharityTracker, supporting client acquisition and onboarding with professionalism and a genuine commitment to the company's mission. Kyle works with prospective and new clients to demonstrate the platform's capabilities and guide them through the implementation process, ensuring organizations can quickly put CharityTracker to work for their communities. He brings a friendly, consultative approach that aligns with the company's values of transparency, dignity, and client-centered service. Kyle is dedicated to making the transition to digital case management as smooth and impactful as possible for every organization he works with across the nonprofit, government, and faith-based sectors.

Sales & Implementation
Joey Yarber is a Sales & Implementation specialist at CharityTracker, responsible for conducting client demonstrations, supporting software onboarding, and guiding nonprofit and community organizations through the deployment process. Joey plays a key role in helping new clients understand the full range of CharityTracker's capabilities — from case management and digital intake to inter-agency collaboration and funder reporting. His work ensures that organizations are fully equipped to harness the platform from day one, reducing paperwork and improving service delivery. Joey is committed to making every client feel supported and confident as they begin their CharityTracker journey, embodying the company's people-first approach to customer relationships.

Sales & Implementation
Jason Gabriel is a Sales & Implementation specialist at CharityTracker, focused on helping nonprofit and community organizations adopt the platform quickly and effectively. Jason supports clients through every step of the onboarding process, from initial demonstrations to full software deployment, ensuring teams are set up for long-term success. His work is grounded in CharityTracker's mission to make powerful case management tools accessible and approachable for organizations of all sizes. Jason takes pride in helping clients eliminate paperwork, improve coordination, and begin generating meaningful community impact data from day one, reflecting the company's commitment to doing things right and doing the right thing.

Developer
Jon Lucius is a software developer at CharityTracker, contributing technical expertise to the ongoing development and enhancement of the platform. As part of the dedicated development team at Simon Solutions, Jon works to build reliable, innovative features that help nonprofits, government agencies, and community organizations manage their work more efficiently. His technical contributions support critical capabilities such as digital intake, barcode scanning, case management workflows, and data security compliance. Jon is motivated by the meaningful nature of CharityTracker's mission, knowing that the software he builds directly supports organizations working to create lasting, positive change in communities across the United States.

Developer
Riley Smith is a software developer at CharityTracker, dedicated to building and continuously improving the platform's capabilities to better serve the nonprofit and community organizations that rely on it. As part of the Simon Solutions development team, Riley contributes to a product that has grown from its Hurricane Katrina origins into a comprehensive case management solution serving over 2,500 communities nationwide. Riley's work encompasses platform enhancements, new feature development, and ensuring the system remains reliable and secure for clients around the clock. He is driven by the opportunity to apply technical skill in service of a mission that genuinely helps those who help others.

Developer
Darwin Anderson is a software developer at CharityTracker, bringing technical skill and a strong commitment to community impact to the organization's development team. Darwin contributes to the ongoing evolution of the CharityTracker platform, helping to deliver innovative features that streamline case management, improve data security, and enhance the experience for nonprofit and social service users nationwide. His work is guided by the company's core philosophy of continuous improvement and its dedication to building tools that create real, measurable change in communities. Darwin takes pride in being part of a team whose software directly empowers organizations helping individuals and families break cycles of poverty and crisis.

Customer Success
Rachel Fisher is a Customer Success specialist at CharityTracker, focused on supporting clients and ensuring they achieve their goals using the platform. Rachel works alongside nonprofit organizations, government agencies, and community groups to provide ongoing guidance, troubleshoot challenges, and help users unlock the full potential of CharityTracker's case management tools. Her role reflects the company's unwavering commitment to being present with clients every step of the way — from implementation and beyond. Rachel embodies CharityTracker's core value that everyone matters, ensuring every user feels heard, supported, and equipped to make a meaningful difference in the communities they serve.

Developer
Atticus Wright is a software developer at CharityTracker, contributing to the platform's technical development and the organization's broader mission to support those who help others. As a member of the Simon Solutions development team, Atticus works to build and refine features that enable nonprofits, healthcare organizations, faith-based ministries, and government agencies to manage client data more effectively and serve their communities with greater efficiency. His technical contributions help ensure that CharityTracker remains a cutting-edge, secure, and reliable tool for over 2,500 communities across the United States. Atticus is committed to the idea that great technology, built with purpose, can drive transformative community change.
Catholic Charities case management software is a centralized system for documenting client information, needs, assistance, case notes, referrals, goals, and outcomes. It gives staff a consistent record of each person’s journey while reducing paper files and disconnected spreadsheets. CharityTracker also supports secure document storage, customizable assessments, reporting, and collaboration with authorized community partners.
Speak with our team about tools that support your ministry’s client services.
Mission-driven platform built for community coordination.
Reliable access for urgent client support.
Secure handling of confidential client data.
Tell us about your programs and workflows. Our team can demonstrate the CharityTracker features that fit your case management needs.
For immediate assistance, feel free to give us a direct call at 888-764-0633.
For immediate assistance, feel free to give us a direct call at 888-764-0633.