2024-04-17T14:25:47-05:00 2023-06-30 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2022-07-01 530258035 LT JOSEPH P KENNEDY INSTITUTE % MJ MARROW LTJO 2027724300 924 G STREET NW WASHINGTON DC 20001 MARY JANE MORROW SENIOR VP AND CFO 2027724300 2024-04-17 true MARY JANE MORROW 999009999 Marc Berger P01871563 7038930600 2 2022 2023-04-26 12:10:37Z JOHN JOSEPH ENZLER 924 G STREET NW WASHINGTON DC 20001 7675803 false X WWW.CATHOLICCHARITIESDC.ORG X 1959 DC KENNEDY INSTITUTE'S MISSION IS TO LEAD THROUGH INNOVATION SO PEOPLE WITH DISABILITIES LIVE WITH FREEDOM, DIGNITY, AND DISTINCTION. 13 13 83 28 0 0 7262861 7464405 265013 178232 26 298 40898 32868 7568798 7675803 0 0 0 0 6023752 5900600 0 0 0 1717295 1749081 7741047 7649681 -172249 26122 2259042 1837915 1915881 1020497 343161 817418 X KENNEDY INSTITUTE'S MISSION IS TO LEAD THROUGH INNOVATION SO PEOPLE WITH DISABILITIES LIVE WITH FREEDOM, DIGNITY, AND DISTINCTION. AS A SOCIAL CONCERNS AGENCY OF THE ARCHDIOCESE OF WASHINGTON, OUR CORE PURPOSE IS TO PROVIDE CRITICAL SERVICES THAT BRING ABOUT POSITIVE CHANGE IN THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR COMMUNITIES. FOUNDED WITH ROMAN CATHOLIC VALUES, OUR SERVICES REFLECT THE CHURCH'S RESPECT FOR THE SACRED CHARACTER OF EVERY HUMAN LIFE, FROM CONCEPTION TO NATURAL DEATH. OUR MISSION AND VALUES GROUND OUR LIFESPAN SERVICES ACROSS OUR PRIMARY PROGRAM AREAS: EARLY CHILDHOOD INTERVENTION, EDUCATION, CAREER DEVELOPMENT AND EMPLOYMENT, AND FAMILY SUPPORTS. false false 7041765 0 178232 THE ORGANIZATION PROVIDED EDUCATION AND EARLY DEVELOPMENT SERVICES FOR CHILDREN WITH DEVELOPMENT DISABILITIES, AND OTHER SERVICES TO AND FOR PERSONS WITH DEVELOPMENT DISABILITIES. 7041765 true true false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 83 false false false false false false false false false false false false X 13 13 false false false false true true true true true false false true true true true true true false false false X MJ MARROW 2027724301 924 G STREET NW WASHINGTON DC 20001 PATRICK DUNNE CHIEF OPERATING OFFICER 2.7 37.3 X 0 294388 26127 MARY JANE MORROW CHIEF FINANCIAL OFFICER 2.7 37.3 X 0 205767 35786 ELIZABETH GORMAN CHIEF DEVELOPMENT OFFICER 2.7 37.3 X 0 188152 16409 JARLATH FINN EXECUTIVE DIRECTOR - IT 3.6 36.4 X 0 141974 54887 MICHELE SPARKS EXECUTIVE DIRECTOR - HR 3.6 36.4 X 0 163142 31476 REGINALD GREGORY EXECUTIVE DIRECTOR - FINANCE 3.6 36.4 X 0 148339 43219 SEAN WOOD DIRECTOR - DEV. OPERATIONS 3.6 36.4 X 0 167394 22444 JOAN FOWLER-BROWN CHIEF OF STAFF 2.7 37.3 X 0 115925 43854 ANDREA ALEMAN ASSISTANT CONTROLLER 3.6 36.4 X 0 133726 22745 FR JOHN ENZLER PRESIDENT AND CEO 2.7 37.3 X 0 15857 78710 MR JOHN VEIHMEYER CHAIRMAN 0.3 2.7 X 0 0 0 MR MICHAEL STEELE VICE CHARIMAN 0.3 2.7 X 0 0 0 MR KEVIN VIROSTEK CHAIR EMERITUS 0.25 1.75 X 0 0 0 MS CAITLIN CHALKE DIRECTOR 0.25 1.75 X 0 0 0 MR DAVE DILUIGI DIRECTOR 0.25 1.75 X 0 0 0 MS LEILA FINUCANE DIRECTOR 0.25 1.75 X 0 0 0 MS ELIZABETH HEWLETT DIRECTOR 0.25 1.75 X 0 0 0 MS ELIZABETH MEERS DIRECTOR 0.25 1.75 X 0 0 0 MS GENEVIEVE MURPHY DIRECTOR 0.25 1.75 X 0 0 0 MR GREGORY PROCTOR DIRECTOR 0.25 1.75 X 0 0 0 MR JOHN SHOOSHAN DIRECTOR 0.25 1.75 X 0 0 0 MR JOHN WHALEN DIRECTOR 0.25 1.75 X 0 0 0 MR MICHAEL WILLIAMS DIRECTOR 0.25 1.75 X 0 0 0 0 1574664 375657 0 false true false 0 2043 7371524 90838 7464405 SERVICE FEES 900099 178232 178232 178232 298 298 0 0 30900 30900 0 30900 30900 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 1968 1968 1968 7675803 178232 33166 0 0 0 0 0 0 4674041 4295519 378522 364508 329248 35260 518195 485898 32297 343856 317727 26129 816 687 129 932 37 895 23876 13518 10358 0 0 0 360040 316945 43095 1710 41 1669 19175 14300 4875 44041 38557 5484 0 778865 759237 19628 31534 30961 573 0 0 0 0 142713 127618 15095 23013 22185 828 MISCELLANEOUS EXPENSES 209530 198111 11419 STAFF EXPENSES 45168 34614 10554 COMMUNICATIONS 43737 38711 5026 PROGRAM ASSISTANCE 23931 17851 6080 7649681 7041765 607916 0 0 0 62233 62471 0 0 1515184 1164996 0 0 0 0 0 0 0 0 14022 14022 3169121 2578211 662212 590910 0 0 5391 5516 0 0 0 0 0 0 2259042 1837915 0 0 0 0 1897579 1002195 0 0 0 0 0 0 0 0 0 0 18302 18302 1915881 1020497 X 1681455 2118913 -1338294 -1301495 343161 817418 2259042 1837915 X 26122 448135 X false true X true true true X 8172550 8880739 8224999 7262861 7464405 40005554 472299 234623 126305 265013 178232 1276472 0 0 0 8644849 9115362 8351304 7527874 7642637 41282026 0 0 0 41282026 30212 30085 30048 30026 31198 151569 0 30212 30085 30048 30026 31198 151569 0 12801 8966 23073 10898 1968 57706 8687862 9154413 8404425 7568798 7675803 41491301 0.99496 0.99381 0.00365 0.00357 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 912426 833709 78717 1002177 899045 103132 795937 438869 357068 458581 406588 51993 590910 0 FUNDS HELD FOR OTHERS 18302 18302 X SCHEDULE D, PART X, LINE 2: FIN 48 FOOTNOTE IN ACCORDANCE WITH U.S. GAAP, MANAGEMENT HAS EVALUATED CATHOLIC CHARITIES' TAX POSITIONS AND HAS CONCLUDED THAT CATHOLIC CHARITIES HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. CATHOLIC CHARITIES IS GENERALLY NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS ENDED JUNE 30, 2020 AND PRIOR. false false false false false false false false false PATRICK DUNNE CHIEF OPERATING OFFICER 0 294388 0 0 0 0 0 23652 0 2475 0 320515 0 0 MARY JANE MORROW CHIEF FINANCIAL OFFICER 0 205767 0 0 0 0 0 17030 0 18756 0 241553 0 0 ELIZABETH GORMAN CHIEF DEVELOPMENT OFFICER 0 188152 0 0 0 0 0 15107 0 1302 0 204561 0 0 JARLATH FINN EXECUTIVE DIRECTOR - IT 0 141974 0 0 0 0 0 24328 0 30559 0 196861 0 0 MICHELE SPARKS EXECUTIVE DIRECTOR - HR 0 163142 0 0 0 0 0 28292 0 3184 0 194618 0 0 REGINALD GREGORY EXECUTIVE DIRECTOR - FINANCE 0 148339 0 0 0 0 0 25478 0 17741 0 191558 0 0 SEAN WOOD DIRECTOR - DEV. OPERATIONS 0 167394 0 0 0 0 0 12656 0 9788 0 189838 0 0 JOAN FOWLER-BROWN CHIEF OF STAFF 0 115925 0 0 0 0 0 24867 0 18987 0 159779 0 0 ANDREA ALEMAN ASSISTANT CONTROLLER 0 133726 0 0 0 0 0 11129 0 11616 0 156471 0 0 SCHEDULE J, PART I, LINE 3: ESTABLISHING COMPENSATION FOR CEO THE ORGANIZATION RELIED ON THE BOARD OF THE CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, A RELATED ORGANIZATION, TO APPROVE THE COMPENSATION OF THE PRESIDENT/CEO. THIS ORGANIZATION DOES NOT PAY ITS PRESIDENT/CEO. THE COMPENSATION PROCESS PERFORMED BY A RELATED ORAGNIZATION, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, IS AS FOLLOWS: MONSIGNOR JOHN ENZLER IS PAID THE RATE FOR A DIOCESAN PRIEST WHICH IS SIGNIFICANTLY BELOW THE MARKET RATE FOR A SOCIAL SERVICE ORGANIZATION'S TOP MANAGEMENT OFFICIAL. SINCE MONSIGNOR JOHN ENZLER IS COMPENSATED AS A PRIEST, THE BOARD OF THE CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON DOES NOT REVIEW OR APPROVE HIS COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6: MEMBERS THERE IS ONE CLASS OF MEMBERSHIP WHICH CONSISTS OF THE ARCHBISHOP OF THE ARCHDIOCESE OF WASHINGTON, ONE OR MORE VICARS GENERAL OF THE ARCHDIOCESE OF WASHINGTON AS DESIGNATED BY THE ARCHBISHOP, THE CHANCELLOR OF THE ARCHDIOCESE OF WASHINGTON, AND THE APPROPRIATE ARCHDIOCESAN SECRETARY OF THE ARCHDIOCESE OF WASHINGTON AS DESIGNATED BY THE ARCHBISHOP, AND THEIR SUCCESSORS IN OFFICE, EACH AS SELECTED OR APPOINTED ACCORDING TO THE DISCIPLINE OF THE ROMAN CATHOLIC CHURCH. FORM 990, PART VI, SECTION A, LINE 7A: POWER TO ELECT MEMBERS OF THE GOVERNING BODY EACH MEMBER SHALL HAVE THE RIGHT TO ELECT AND REMOVE MEMBERS OF THE BOARD OF DIRECTORS AND THE FILLING OF VACANCIES THAT MAY OCCUR. FORM 990, PART VI, SECTION A, LINE 7B: GOVERNANCE DECISIONS RESERVED TO MEMBERS THE MEMBERS RESERVE UNTO THEMSELVES ULTIMATE AUTHORITY TO AUTHORIZE: A) THE APPROVAL OF BORROWING MONEY FOR CAPITAL EXPENDITURES B) THE PURCHASE, SALE, LEASE DISPOSITION, OR HYPOTHECATION OF REAL PROPERTY C) THE APPOINTMENT OF FISCAL AUDITORS D) THE APPOINTMENT AND/OR TERMINATION OF THE PRESIDENT/CEO E) THE APPROVAL OF ANY BUDGET WHICH REFLECTS AN OPERATING DEFICIT F) THE AMENDMENT OF ARTICLES OF INCORPORATION AND THE ADOPTION OF BYLAWS, WITH THE SOLE RIGHT TO ALTER, CHANGE, OR AMEND SUCH BYLAWS; AND G) THE MERGING, LIQUIDATION, WINDING UP, OR ABANDONMENT OF ANY ENTITY. FORM 990, PART VI, SECTION B, LINE 11B: FORM 990 REVIEW PROCESS BDO USA, AN INDEPENDENT PUBLIC ACCOUNTING FIRM, PREPARES AND DETAIL REVIEWS FORM 990. AFTER INTERNAL MANAGEMENT'S REVIEW, THE BOARD OF DIRECTORS' FINANCE AND AUDIT COMMITTEE CONDUCTS A DETAIL REVIEW. THIS REVIEW TAKES PLACE BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C: MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY THE POLICY CALLS FOR THE BOARD AND MANAGEMENT TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE BOARD OF DIRECTORS, THROUGH THE EXECUTIVE COMMITTEE, REVIEWS ANY CONFLICT OF INTEREST THAT IS IDENTIFIED. THE FULL BOARD OF DIRECTORS WILL DETERMINE RESTRICTIONS IMPOSED ON AN IDENTIFIED CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A: THIS ORGANIZATION DOES NOT PAY ITS PRESIDENT/CEO. THE COMPENSATION PROCESS PERFORMED BY A RELATED ORGANIZATION, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON IS AS FOLLOWS: Monsignor JOHN ENZLER IS PAID THE RATE FOR A DIOCESAN PRIEST WHICH IS SIGNIFICANTLY BELOW THE MARKET RATE FOR A SOCIAL SERVICE ORGANIZATION'S TOP MANAGEMENT OFFICIAL. SINCE Monsignor JOHN ENZLER IS COMPENSATED AS A PRIEST, THE BOARD OF THE CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON DOES NOT REVIEW OR APPROVE HIS COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: RECONCILIATION OF NET ASSETS RELEASE OF TEMPORARILY RESTRICTED NET ASSETS: $379,655 NET ASSET TRANSFERS FOR RELATED ENTITIES: $68,480 ----------- TOTAL OTHER CHANGES TO NET ASSETS: $448,135 CATHOLIC CHARITIES FOUNDATION 924 G STREET NW WASHINGTON DC 20001 020671101 ENDOWMENT DC 501(C)(3) 12A ADW false ANCHOR MENTAL HEALTH ASSOCIATION 924 G STREET NW WASHINGTON DC 20001 520824835 SOCIAL SERV DC 501(C)(3) 10 ADW false ANCHOR HOUSING CORPORATION 924 G STREET NW WASHINGTON DC 20001 521181447 HOUSING DC 501(C)(3) 10 ADW false SPANISH CATHOLIC CENTER 924 G STREET NW WASHINGTON DC 20001 520980905 SOCIAL SERV DC 501(C)(3) 7 ADW false KENNEDY HOUSING CORPORATION 924 G STREET NW WASHINGTON DC 20001 521910220 HOUSING DC 501(C)(3) 10 ADW false KENNEDY HOUSING CORPORATION II 924 G STREET NW WASHINGTON DC 20001 030406267 HOUSING DC 501(C)(3) 10 ADW false CATHOLIC CHARITIES OF THE ARCHDIOCESE OF 924 G STREET NW WASHINGTON DC 20001 530196524 SOCIAL SERV DC 501(C)(3) 7 ADW false ARCHDIOCESE OF WASHINGTON 5001 EASTERN AVENUE HYATTSVILLE MD 20782 521214001 RELIGIOUS DC 501(C)(3) 1 NA false false false false false false false false false false false false false false true true true false true false