2023-09-08T10:50:12-05:00 2022-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2022-01-01 420958666 Ecumenical Housing Incorporated ECUM 5635562580 1229 Mount Loretta Ave Dubuque IA 52003 Tracy Morrison President & Treasurer 5635562580 2023-09-06 1 Tracy Morrison 999009999 0 Kim Hunwardsen CPA P00484560 6122536500 2023-09-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X Tracy Morrison 1229 Mount Loretta Ave Dubuque IA 52003 0 0 0928 X N/A X 1970 IA Provide housing for low and moderate income families and the elderly and handicapped X 5 4 0 4 0 0 174022 0 1005161 0 179 0 0 0 1179362 0 0 0 0 0 0 0 0 0 0 1023899 0 1023899 0 155463 0 1487009 0 992314 0 494695 0 X Provide housing for low and moderate income families and families displaced from urban renewal areas, or as a result of government action, or as a result of major disaster and to provide elderly and handicapped persons with housing facilities and services specially designed to meet their physical, emotional, social and psychological needs. 0 1 Ecumenical Tower was a division of Ecumenical Housing, Incorporated. Ecumenical Tower consisted of an 88-unit, multi-family housing project. Kennedy Park West was a division of Ecumenical Housing, Incorporated. Kennedy Park West consisted of a 73-unit, multi-family housing project. On January 1, 2022, Ecumenical Housing, Inc. merged with Catholic Charities of the Archdiocese of Dubuque, a related organization that has control over Ecumenical Housing. 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 1 0 1 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X Brian Harris 5635562580 1229 Mt Loretta Ave Dubuque IA 52004 Tracy Morrison President and Treasurer 2.00 38.20 X X 0 114398 5703 Jeff Fitzpatrick Secretary 2.00 0.50 X X 0 0 0 Jerry Fox Director 1.00 0.50 X 0 0 0 John Freund Director 1.00 0.00 X 0 0 0 Jim Halverson Director 1.00 0.00 X 0 0 0 0 114398 5703 0 0 0 0 0 0 0 0 0 0 0 0 0 0 164211 0 0 4540 0 0 0 0 0 9634 0 0 1291163 0 0 0 12981 0 0 4480 0 1487009 0 78001 62835 839567 11911 0 992314 0 X 494695 0 494695 0 1487009 0 X 0 -494695 X 0 0 0 X 2000 100 750 174022 176872 962526 997030 985982 1005161 3950699 964526 997130 986732 1179183 4127571 0 0 0 4127571 1285 635 581 366 2867 1285 635 581 366 2867 965811 997765 987313 1179549 4130438 0.99930 0.99930 0.00070 0.00070 X 0 0 0 Cash 2022-01-01 164211 Cash value 420680493 Catholic Charities of the Archdiocese of Dubuque 1229 Mt Loretta Ave Dubuque IA 52003 501(c)(3) Land 2022-01-01 75000 Book value 420680493 Catholic Charities of the Archdiocese of Dubuque 1229 Mt Loretta Ave Dubuque IA 52003 501(c)(3) Land Improvements 2022-01-01 173811 Book value 420680493 Catholic Charities of the Archdiocese of Dubuque 1229 Mt Loretta Ave Dubuque IA 52003 501(c)(3) Buildings and Equipment 2022-01-01 1042352 Book value 420680493 Catholic Charities of the Archdiocese of Dubuque 1229 Mt Loretta Ave Dubuque IA 52003 501(c)(3) Accounts Receivable 2022-01-01 4540 Book value 420680493 Catholic Charities of the Archdiocese of Dubuque 1229 Mt Loretta Ave Dubuque IA 52003 501(c)(3) Prepaid Expenses 2022-01-01 9634 Book value 420680493 Catholic Charities of the Archdiocese of Dubuque 1229 Mt Loretta Ave Dubuque IA 52003 501(c)(3) Other Assets 2022-01-01 17461 Book value 420680493 Catholic Charities of the Archdiocese of Dubuque 1229 Mt Loretta Ave Dubuque IA 52003 501(c)(3) 1 1 0 0 1 1 1 1 0 Part I, Line 2e: Person(s) Involved: Tracy Morrison, President and TreasurerJerry Fox, DirectorJohn Freund, Director Part I, Line 2e: Explanation of Involvement: Tracy Morrison is the Executive Director for Catholic Charities of the Archdiocese of Dubuque before and after the transfer.Jerry Fox is the Director of the Board for Catholic Charities of the Archdiocese of Dubuque before and after the transfer.John Freund is the Director of the Board for Catholic Charities of the Archdiocese of Dubuque before and after the transfer. Form 990, Part III, line 3 On January 1, 2022, Ecumenical Housing, Inc. merged with Catholic Charities of the Archdiocese of Dubuque. Form 990, Part VI, Section A, line 2 Tracy Morrison, John Fruend, and Jerry Fox had a business relationship. Form 990, Part VI, Section A, line 4 On January 1, 2022, Ecumenical Housing, Inc. merged with Catholic Charities of the Archdiocese of Dubuque. The Plan between Ecumenical Housing and Catholic Charities has been approved and adopted by a majority vote of the Board of Directors and in the manner required by the Revised Iowa Nonprofit Corporation Act. Form 990, Part VI, Section A, line 6 Membership in the organization was limited to individuals who were Directors of the Board of Directors of Catholic Charities of the Archdiocese of Dubuque, or whom were members of the congregation of any church which is a member of The Dubuque Area Congregations United. Form 990, Part VI, Section A, line 7a At least three of the Board members were appointed by Catholic Charities and two were selected from Dubuque Area Congregations United. Form 990, Part VI, Section A, line 8b The Organization does not have committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b The Board Members are provided a copy of the Form 990 before it is filed. The President, Vice President, Secretary and Housing Administrator review the 990. A past Board Member, with specific financial expertise and familiarity, may also review the 990. Form 990, Part VI, Section B, line 12c The conflict of interest policy applies to Ecumenical Housing's Board Members. These individuals are required to disclose annually any possible conflicts. A transaction in which an individual of a corporation has a conflict of interest may be approved if the material facts of the transaction and the person's interest were disclosed or known to the Board of Directors and the Board authorized, approved, or ratified the transaction. A conflict of interest transaction is authorized, approved, or ratified if it receives the affirmative vote of a majority of the members on the Board who have no direct or indirect interest in the transaction, but a transaction is not authorized, approved, or ratified under this section by a single member. If a majority of the members on the Board who have no direct or indirect interest in the transaction vote to authorize, approve, or ratify the transaction, a quorum is present for the purpose of taking action under this section. The President reviews the conflict of interest policies. Any individual having a conflict of interest on any matter must abstain from voting on the matter and is not counted in determining the quorum for the vote on the matter. The minutes of the meeting reflect the disclosure, the abstention from voting, and the quorum situation. Form 990, Part VI, Section B, line 15 The President/Treasurer is employed by Catholic Charities of the Archdiocese of Dubuque for services performed for that organization. The compensation for this position is determined by Catholic Charities of the Archdiocese of Dubuque. Form 990, Part VI, Section C, line 19 The governing documents and financial statements are available to the public upon written request. Form 990, Part XI, line 9: Assets transferred to Catholic Charities of the Archdiocese of Dubuque -1,487,009. Liabilities transferred to Catholic Charities of the Archdiocese of Dubuque 992,314. Catholic Charities of the Archdiocese of Dubuque PO Box 1309 Dubuque IA 520041309 420680493 Provide service to those in need IA 501(c)(3) Line 7 Archdiocese of Dubuque 0 Catholic Charities Foundation PO Box 1309 Dubuque IA 520041309 420680319 Receive, manage, and distribute funds to Catholic Charities IA 501(c)(3) Line 12a, I Catholic Charities of the Archdiocese of Dubuque 0 Archdiocese of Dubuque 1229 Mt Loretta Ave Dubuque IA 52003 420680409 Leadership, worship, education & pastoral care of Christ's love to people IA 501(c)(3) Line 1 N/A 0 Archdiocese of Dubuque Deposit and Loan Fund 1229 Mt Loretta Ave Dubuque IA 52003 421400350 Accept and provide loans to needy Archdiocesan organizations IA 501(c)(3) Line 1 Archdiocese of Dubuque 0 Archdiocese of Dubuque Education Fund 1229 Mt Loretta Ave Dubuque IA 52003 421400348 Investments for Catholic education in the Archdiocese of Dubuque IA 501(c)(3) Line 1 Archdiocese of Dubuque 0 Archdiocese of Dubuque Perpetual Care Fund 1229 Mt Loretta Ave Dubuque IA 52003 421400344 Investments for cemeteries for perpetual care IA 501(c)(3) Line 1 Archdiocese of Dubuque 0 St Raphael Priest Fund Society of the Archdiocese of Dubuque 1229 Mt Loretta Ave Dubuque IA 52003 421096954 Financial assistance to infirm, disabled and retired Diocesan priests IA 501(c)(3) Line 10 Archdiocese of Dubuque 0 Archdiocese of Dubuque Alternative Investments Grantor Trust 1229 Mt Loretta Ave Dubuque IA 52003 816609712 Assist participants in meeting investment objectives IA 501(c)(3) Line 7 Archdiocese of Dubuque 0 Our Faith Our Future School Tuition Organization 1229 Mt Loretta Ave Dubuque IA 52003 412215066 Provide tuition assistance for students of Archdiocese non-public schools IA 501(c)(3) Line 7 Archdiocese of Dubuque 0 The Witness Publishing Company 1229 Mt Loretta Ave Dubuque IA 52003 420680325 Provide current Catholic news of parishes and the Catholic Church IA 501(c)(3) Line 10 Archdiocese of Dubuque 0 Archdiocese of Dubuque Seminarian Education Fund 1229 Mt Loretta Ave Dubuque IA 52003 421400343 Provide for education of seminarians fo the Archdiocese of Dubuque IA 501(c)(3) Line 7 Archdiocese of Dubuque 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0