2023-11-14T15:38:27-06:00 2022-12-31 390859910 BAKER TILLY US LLP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2022-01-01 390806321 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC CATH 4147693420 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 RICARDO CISNEROS CHIEF OPERATING OFFICER 4147693420 2023-11-14 1 RICARDO CISNEROS XXX-XX-XXXX 0 TROY MARINE CPA P00187863 4147775500 2023-11-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICARDO CISNEROS 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 6520653 0 X WWW.CCMKE.ORG X 1920 WI HELP TO BUILD A JUST AND CARING COMMUNITY BY PROVIDING SERVICES TO THOSE IN NEED. 16 16 90 286 0 0 5639776 5146299 755409 731456 -11844 -21475 100375 2011 6483716 5858291 3289628 237249 0 0 3344512 3759280 0 0 532051 1753379 2327127 8387519 6323656 -1903803 -465365 4551488 4488774 294716 697367 4256772 3791407 X TO SERVE THOSE IN NEED, TO ADVOCATE FOR JUSTICE AND TO CALL UPON OTHERS TO DO THE SAME. 0 0 1422449 237249 731456 CATHOLIC CHARITIES BEHAVIORAL HEALTH/COUNSELING SERVICES IS A STATE CERTIFIED OUTPATIENT BEHAVIORAL HEALTH CLINIC PROVIDING ACCESSIBLE, CULTURALLY COMPETENT, HIGH QUALITY MENTAL HEALTH SERVICES FOR INDIVIDUALS, FAMILIES, CHILDREN AND COUPLES OF ALL FAITHS. ALL THERAPISTS ARE LICENSED TO PRACTICE IN THE STATE OF WISCONSIN AND BILINGUAL THERAPISTS ARE AVAILABLE AT ALL OF OUR SITES. WE SERVE ADULTS, CHILDREN AND FAMILIES WHO SUFFER FROM EMOTIONAL DISTRESS. 632759 CATHOLIC CHARITIES' OUTREACH CASE MANAGERS ARE COMMITTED TO HELPING INDIVIDUALS AND FAMILIES IN TIMES OF NEED. 865054 CATHOLIC CHARITIES REFUGEE INTEGRATION SERVICES WORKS WITH REFUGEE COMMUNITIES AND OTHER PARTNERS TO DESIGN PROGRAMS THAT LEVERAGE COMMUNITY ASSETS TO FACILITATE THE INTEGRATION OF REFUGEES AND IMMIGRANTS INTO COMMUNITIES ACROSS SOUTHEASTERN WISCONSIN. INTEGRATION IS AN ON-GOING PROCESS IN WHICH REFUGEES, IMMIGRANTS, AND MEMBERS OF THE RECEIVING SOCIETY GROW TOGETHER TO DEVELOP STRONG ECONOMIC, SOCIAL, CULTURAL, AND CIVIC CONNECTIONS. AS A RESULT, OUR COMMUNITIES ARE MORE SECURE, VIBRANT, AND COHESIVE. 1751292 OTHER PROGRAMS INSPIRED BY CATHOLIC SOCIAL TEACHINGS, HELP BUILD A JUST AND CARING COMMUNITY BY PROVIDING SOCIAL SERVICES TO THOSE IN NEED. THESE INCLUDE: OUTREACH/ CASE MANAGEMENT SERVICES, AND ADOPTION/CHILD WELFARE SERVICES. 1751292 4671554 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 22 0 90 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X RICARDO CISNEROS 4147693400 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 ARCHBISHOP JEROME E LISTECKI PRESIDENT 1.00 X X 0 0 0 JOHN HERBERT SECOND VICE PRESIDENT & VICE CHAIR 1.00 X X 0 0 0 MICHAEL BLOEDORN 1ST VICE PRESIDENT & CHAIR 1.00 1.00 X X 0 0 0 DR JULIE SCHULLER SECRETARY 1.00 X X 0 0 0 ANGELA CUNNINGHAM BOARD OF TRUSTEES 1.00 X 0 0 0 FATHER JUAN CAMACHO BOARD OF TRUSTEES 1.00 X 0 0 0 FATHER MATTHEW WIDDER BOARD OF TRUSTEES 1.00 X 0 0 0 JERRY VOORS BOARD OF TRUSTEES 1.00 X 0 0 0 JOHN MCGEE BOARD OF TRUSTEES 1.00 X 0 0 0 KEITH BAISDAN BOARD OF TRUSTEES 1.00 X 0 0 0 MICHAEL ADAMS BOARD OF TRUSTEES 1.00 X 0 0 0 MICHEAL LASZKIEWICZ BOARD OF TRUSTEES 1.00 X 0 0 0 NICOLE SCHMIDT BOARD OF TRUSTEES 1.00 X 0 0 0 ROSANA MATEO BOARD OF TRUSTEES 1.00 X 0 0 0 SHAWNEE DANIELS-SYKES PHD BOARD OF TRUSTEES 1.00 X 0 0 0 VINCE BERES BOARD OF TRUSTEES 1.00 X 0 0 0 RICARDO CISNEROS CHIEF OPERATING OFFICER 36.00 4.00 X 105133 11681 26592 105133 11681 26592 1 0 0 0 0 962898 212000 75584 3895817 5146299 PROGRAM SERVICE FEES 624100 731456 731456 731456 5201 5201 635686 662362 -26676 -26676 -26676 MISCELLANEOUS REVENUE 900099 2011 2011 2011 5858291 731456 0 -19464 237249 237249 131725 131725 2811244 2404766 251961 154517 598558 492796 81196 24566 217753 177833 28237 11683 99157 99157 1247 1247 27155 27155 267411 219183 9169 39059 9406 3020 6386 316181 223006 79172 14003 74626 69168 5458 604135 471022 116683 16430 50538 19810 28052 2676 78343 78343 4172 4172 42464 42464 7162 7162 OPERATIONS 324201 139807 46297 138097 LICENSES, MEMBERSHIPS A 84698 84698 SPECIAL EVENTS 76836 76836 STAFF DEVELOPMENT 57053 57053 202342 96107 63895 42340 6323656 4671554 1120051 532051 1397917 1202122 923351 571722 1079417 1294791 185371 199363 55322 69049 1005785 900820 127661 104965 741625 715060 40824 331702 4551488 4488774 171772 304901 115384 94759 7560 297707 294716 697367 X 3199573 2579608 1057199 1211799 4256772 3791407 4551488 4488774 -465365 0 X X 0 1 X 1 0 X 4613190 6113703 5821641 5369776 5146299 27064609 4613190 6113703 5821641 5369776 5146299 27064609 27064609 9076 41174 220462 11410 5201 287323 17146 31010 42932 666975 2011 760074 28112006 3724707 0.96270 0.96250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 17,146. 2019 AMOUNT: $ 31,010. 2020 AMOUNT: $ 42,932. 2021 AMOUNT: $ 666,975. 2022 AMOUNT: $ 2,011. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2562995 -284322 2278673 2300044 262951 2562995 2108895 191149 2300044 1798764 310131 2108895 1999157 98472 -163865 135000 1798764 1.00000 0 1 1 10970 10970 199909 122137 77772 242804 224822 17982 552102 553861 -1759 104965 SECURITY DEPOSITS 5500 CEMETERY HOLDINGS 38324 RIGHT OF USE ASSETS 287878 331702 ASSET RETIREMENT OBLIGATION 9829 OPERATING LEASE LIABILITY 287878 297707 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE DONOR RESTRICTED, TO BE USED FOR THE BENEFIT OF CHILDREN, PERSONS WITH DISABILITIES, CRISIS PREGNANCIES AND THE ELDERLY WHO ARE IN NEED. PART X, LINE 2: CATHOLIC CHARITIES HAS RECEIVED NOTIFICATION THAT THEY QUALIFY AS TAX EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) COVERED BY THE U.S. INTERNAL REVENUE SERVICE GROUP EXEMPTION LETTER OF THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. 1 MEALS/FOOD ASSISTANCE 2874 237249 PART I, LINE 2: THE AGENCY MONITORS THE USE OF GRANT FUNDS THROUGH A SERIES OF INTERNAL CONTROLS DESIGNED TO ENSURE COMPLIANCE WITH ALL TERMS OF THE GRANT. THERE ARE MULTIPLE LEVELS OF REVIEW AT BOTH THE PROGRAMMATIC AND ADMINISTRATIVE LEVELS WITHIN THE AGENCY TO ENSURE GRANT FUNDS ARE USED FOR COSTS THAT ARE ALLOWABLE, NECESSARY AND REASONABLE. ADDITIONALLY, OUTSIDE, INDEPENDENT AUDITORS PERFORM AN ANNUAL SINGLE AUDIT ON PROGRAMS RECEIVING GRANTS IN EXCESS OF $750,000. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF TRUSTEES HAVE APPROVED THE BYLAWS OF THE ORGANIZATION WHICH INCLUDE THE FORMATION OF AN "EXECUTIVE COMMITTEE". MEMBERS OF THIS COMMITTEE INCLUDE THE 1ST VICE PRESIDENT AND BOARD CHAIR, THE 2ND VICE PRESIDENT AND VICE-CHAIR, THE TREASURER AND THE SECRETARY. "SUCH EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS OF THE BOARD OF TRUSTEES WHICH MAY BE LAWFULLY DELEGATED IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THIS CORPORATION WHILE THE BOARD IS OUT OF SESSION, AND ALL ACTION BY THE SAID EXECUTIVE COMMITTEE SHALL BE SUBJECT TO THE APPROVAL OF THE BOARD OF TRUSTEES WHEN IT IS CONVENES." ARTICLE IV- 6.1 (A) FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED BY THE CHIEF OPERATING OFFICER TO THE BOARD OF TRUSTEE EXECUTIVE COMMITTEE FOR THEIR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AS A CONDITION OF EMPLOYMENT, STAFF ARE REQUIRED TO DISCLOSE OPPORTUNITIES THEY HAVE WITH OTHER ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF OPERATING OFFICER COMPENSATION PROCESS IS CONDUCTED BY THE BOARD OF TRUSTEE EXECUTIVE COMMITTEE. THIS PROCESS INVOLVES AN ANNUAL PERFORMANCE AND COMPENSATION REVIEW. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS MADE AVAILABLE BY DIRECT REQUEST. THE MOST RECENT AUDITED FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE AVAILABLE TO THE PUBLIC UPON DIRECT REQUEST TO THE AGENCY. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE TO THE PRIOR YEAR. CATHOLIC CHARITIES FOUNDATION 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 391231223 SUPPORT CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE WI 501(C)(3) LINE 12A, I CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 CATHOLIC CHARITIES FOUNDATION J 78650 FMV CATHOLIC CHARITIES FOUNDATION C 212000 CASH