2024-06-25T23:55:13-05:00 2023-06-30 710959317 RUSSELL & ASSOCIATES LLC 111 RIVERFRONT SUITE 401 WINONA MN 55987 990 2022-07-01 410721636 CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER CATH 5074542270 111 MARKET STREET 2 WINONA MN 55987 JOHN MEYERS EXECUTIVE DIRECTOR 5074542270 2024-06-18 1 JOHN MEYERS XXX-XX-XXXX 0 BRIAN RUSSELL P00447901 5074523100 2024-06-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CATHOLIC CHARITIES SOUTHERN MINNESOTA JOHN MEYERS 111 MARKET STREET 2 WINONA MN 55987 5132494 0 X WWW.CCSOMN.ORG X 1947 MN CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER SERVES THE POOR AND MARGINALIZED, ADVOCATES FOR SOCIAL JUSTICE, AND CALLS ALL PEOPLE TO THE MINISTRY OF CHRIST. 15 15 0 0 0 0 4268457 3773757 459078 954171 50807 92472 34 0 4778376 4820400 528324 430438 0 0 3132353 3633430 183243 276235 379456 764402 1005370 4608322 5345473 170054 -525073 3417305 3002037 386037 415050 3031268 2586987 X CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER SERVES THE POOR AND MARGINALIZED, ADVOCATES FOR SOCIAL JUSTICE, AND CALLS ALL PEOPLE TO THE MINISTRY OF CHRIST. 0 0 280575 554073 FAMILY AND INDIVIDUAL COUNSELING PROGRAMTHE FAMILY AND INDIVIDUAL COUNSELING PROGRAM PROVIDES HOPE AND HELP FOR INDIVIDUALS, COUPLES, AND FAMILIES EXPERIENCING DIFFICULTIES. WE OFFER SENSITIVE, CONFIDENTIAL COUNSELING AND MENTAL HEALTH SERVICES THAT ADDRESS A WIDE RANGE OF NEEDS, INCLUDING BUT NOT LIMITED TO, MENTAL ILLNESS, MARITAL PROBLEMS, PARENTING DIFFICULTIES, LIFE TRANSITIONS, AND GRIEF/LOSS ISSUES. OUR AIM IS TO PROMOTE PHYSICAL, SOCIAL, EMOTIONAL, AND SPIRITUAL HEALTH AND WELL-BEING TO ALL, REGARDLESS OF AGE, ETHNIC/CULTURAL BACKGROUND, FAITH/NON-FAITH TRADITION, OR ECONOMIC CIRCUMSTANCE. WE BELIEVE THAT WHEN WE HELP OUR CLIENTS GAIN UNDERSTANDING AND SKILLS WITH WHICH TO COPE WITH LIFE'S PROBLEMS, WE ENABLE THEM TO LEAD MORE PRODUCTIVE AND SATISFYING LIVES THAT IN TURN POSITIVELY IMPACT ALL THOSE WITH WHOM THEIR LIVES INTERSECT. A VERY IMPORTANT POINT IS THAT A PERSON DOES NOT NEED TO BE CATHOLIC TO RECEIVE OUR SERVICES.COUNSELING SERVICES ARE PROVIDED BY TRAINED AND LICENSED PROFESSIONALS. INSURANCE IS ACCEPTED AND MAY COVER THE COST OF SERVICES, BUT A SLIDING FEE SCALE BASED ON HOUSEHOLD INCOME AND FAMILY SIZE IS AVAILABLE FOR PEOPLE WHO DO NOT HAVE INSURANCE COVERAGE. DURING THIS REPORTING CYCLE, 454 INDIVIDUALS, COUPLES, OR FAMILIES DIRECTLY RECEIVED COUNSELING SERVICES. DURING THE PAST FISCAL YEAR, CATHOLIC CHARITIES OF SOUTHERN MINNESOTA PARTNERED WITH ST. MARY'S UNIVERSITY TO PROVIDE COUNSELING SERVICES ON CAMPUS TO STUDENTS. CLIENTS NO LONGER STRUGGLE WITH THE STIGMA OF HAVING A COUNSELOR AND ARE WILLING TO DISCUSS THEIR PROBLEMS WITH OUR QUALIFIED STAFF. WE HAVE ONE COUNSELOR ON CAMPUS AND WE WILL ADD ONE MORE WHEN THERE IS A DEMAND.OUR COUNSELING CLIENTS COME FROM MANY WALKS OF LIFE; THEY ARE MEN, WOMEN, AND CHILDREN, SINGLE AND PARTNERED, CITIZENS AND IMMIGRANTS, HOMELESS AND WELL-RESOURCED. WE ARE HONORED TO MEET EACH ONE ON THEIR JOURNEY WITH KINDNESS AND THE SKILLS TO HELP THEM COPE WITH ISOLATION, LOSS, CONFLICT, TRAUMA, ANXIETY, AND DEPRESSION. 687971 193674 CATHOLIC CHARITIES REFUGEE RESETTLEMENT PROGRAM (CCRRP) HAS A RICH HISTORY OF SERVING PRIMARY REFUGEES IN OUR COMMUNITY SINCE 1975. THE REFUGEE RESETTLEMENT PROGRAM MEETS THE REGIONAL NEEDS OF THE REFUGEES DESIGNATED TO RESETTLE HERE, EITHER THROUGH FAMILY REUNIFICATION OR AS "FREE CASES" ASSIGNED TO OUR LOCAL COMMUNITY. NEW REFUGEES ARE AT THEIR MOST VULNERABLE AS THEY ENTER THE UNITED STATES. AS THE ONLY RESETTLEMENT AGENCY IN SOUTHEASTERN MINNESOTA, CCRRP SEEKS TO ADDRESS THE MOST FUNDAMENTAL NEEDS OF ALL NEW REFUGEES SUCH AS ACCESS TO SHELTER, FOOD, CLOTHING, INCOME, MEDICAL CARE, EDUCATION, AND EMPLOYMENT. OPERATING UNDER THE UMBRELLA OF UNITED STATES CONFERENCE OF CATHOLIC BISHOPS/ MIGRATION AND REFUGEE SERVICES (USCCB/MRS) IN COLLABORATION WITH DEPARTMENT OF STATE/BUREAU OF POPULATION, REFUGEES, AND MIGRATION (DOS/PRM), CCRRP CARRIES OUT REFUGEE SERVICES TO ADDRESS NEEDS BY PROVIDING DIRECT CASE MANAGEMENT AND NETWORKING WITH THE INTENTION OF BUILDING FINANCIAL INDEPENDENCE. FINANCIAL SELF-SUFFICIENCY IS ACHIEVED THROUGH ACQUIRING SAFE AND STABLE HOUSING, ASSET BUILDING, FINANCIAL LITERACY TRAINING, AND BASIC EMPLOYMENT SOFT SKILLS TRAINING WHICH ASSISTS REFUGEES IN GAINING THE ABILITY TO SECURE EMPLOYMENT, A MORE SUSTAINABLE AND SIGNIFICANT SOURCE OF FINANCIAL INDEPENDENCE. WE ALSO PROVIDE CULTURAL, TRANSPORTATION, SHOPPING AND BUDGETING ORIENTATIONS. AS A PROGRAM, OUR GREATEST STRENGTH IS OUR INTENSIVE CLIENT-CENTERED CASE MANAGEMENT. GOALS ESTABLISHED FOR REFUGEES ARE INTENDED TO: ADDRESS IMMEDIATE SOCIAL/EDUCATIONAL NEEDS, ATTAIN A STABLE ENVIRONMENT, DEVELOP SKILLS FOR EMPLOYMENT, UNDERSTAND BASIC FINANCIAL PRINCIPLES, AND PROMOTE SEAMLESS INTEGRATION. THE PROCESS WE UTILIZE ENTAILS AN INTAKE AND ASSESSMENT, GOAL DEVELOPMENT, INTERVENTION, REFERRALS, MONITORING AND REASSESSING THROUGHOUT THE SERVICE PERIOD AND TRANSITIONING SERVICES SEAMLESSLY TO OTHER SERVICE PROVIDERS AT THE END OF THE 90-DAY RESETTLEMENT PERIOD. THE GOAL OF RESETTLEMENT IS EMPOWERING INDIVIDUALS WITH THE KNOWLEDGE AND SKILLS THAT WILL ASSIST THEM ON THE ROAD TO SELF-SUFFICIENCY. REFUGEES WANT WHAT MANY AMERICANS WANT: TO FEEL A PART OF THEIR COMMUNITY, GAIN EMPLOYMENT, AND ULTIMATELY FIND A PLACE TO CALL "HOME."CATHOLIC CHARITIES REFUGEE RESETTLEMENT CONTINUES TO FACILITATE THE MATCH GRANT EMPLOYMENT PROGRAM, WHICH ASSISTS REFUGEES THAT ARRIVE WITH WORK HISTORY AND SOME FLUENCY IN FINDING EMPLOYMENT WITHIN 240 DAYS AFTER THEIR ARRIVAL. MATCH GRANT SERVICES INCLUDE RESUME BUILDING, EMPLOYMENT SOFT SKILLS TRAINING, INTERVIEWING SKILLS TRAINING, JOB SEARCH ASSISTANCE, AND POST-EMPLOYMENT ADVOCACY AND MEDIATION. WE ARE CURRENTLY SERVING 63 INDIVIDUALS IN THE MATCH GRANT PROGRAM THIS YEAR. CCRRP ALSO FACILITATES THE REFUGEE CASH ASSISTANCE (RCA) PROGRAM. RCA IS AN EIGHT-MONTH GOVERNMENT FUNDED CASH ASSISTANCE PROGRAM FOR REFUGEES THAT ARRIVE AS SINGLES OR MARRIED COUPLES WITHOUT CHILDREN. THROUGH A USCCB PARISHES ORGANIZED TO WELCOME REFUGEES (POWR) GRANT WE WORKED WITH COMMUNITY VOLUNTEERS TO PURCHASE GROCERIES FOR NEWLY ARRIVED FAMILIES WITH CULTURAL GOOD ITEMS GIVING THEM A SENSE OF WELCOME AND FOOD SECURITY IN THE FIRST FEW DAYS IN THEIR NEW HOME. WE THANK ALL THE VOLUNTEERS THAT HAVE DEDICATED HUNDREDS OF HOURS TO BE FAMILY MENTORS FOR FAMILIES AND HELP GUIDE THEM IN THEIR NEW COMMUNITY AS WELL AS BEFRIEND THEM, LIVING THE WORDS OF "WELCOMING THE STRANGER." IN FISCAL YEAR 2023, WE CONTINUED TO SEE OUR COMMUNITY'S WELCOME OF REFUGEES THROUGH DONATIONS OF ESSENTIAL HOUSEHOLD ITEMS (BEDS/TABLES/CHAIRS, NEW PILLOWS, ETC), CHILDREN'S WELCOME BASKETS, HYGIENE BAGS, CLEANING SUPPLY KITS, AND SURVIVAL KITS. THESE KITS/BASKETS CONTINUE TO BE A WONDERFUL WAY FOR INDIVIDUALS AND GROUPS THAT WANT TO SUPPORT REFUGEES IN OUR COMMUNITY, TO ASSIST THEM IN GAINING THE BASIC ITEMS NEEDED AS THEY ESTABLISH THEMSELVES IN THE COMMUNITY. EACH FAMILY, DEPENDING ON THE SIZE, RECEIVES AN ESTIMATED $1,000-$2,000 DOLLARS IN DONATED ITEMS, COMPLETELY FROM THE GENEROSITY OF THE PEOPLE IN OUR COMMUNITY. WE ARE SO THANKFUL FOR THE SUPPORT FROM ALL THE COMMUNITIES IN SOUTHERN MINNESOTA THAT HAVE HELPED US THIS YEAR.CATHOLIC CHARITIES REFUGEE RESETTLEMENT PROGRAM'S MISSION IS TO MEET THE NEEDS OF NEWLY ARRIVED REFUGEES BY PROVIDING ONE-ON-ONE CASE MANAGEMENT TO GUIDE THEM ON THEIR NEW JOURNEY AND EMPOWER THEM IN THEIR NEW LIFE. 373570 375793 ADULT ADVOCACY/GUARDIANCONSERVATORTHE ADULT ADVOCACY(GC) PROGRAM PROVIDES A PERSON CENTERED APPROACH TO ASSIST INDIVIDUALS WHO HAVE BEEN DEEMED INCAPACITATED BY A JUDGE OF THE DISTRICT COURT. A GUARDIAN IS SOMEONE WHO HAS BEEN GIVEN LEGAL AUTHORITY BY A COURT TO MAKE SOME OR ALL PERSONAL DECISIONS FOR AN INDIVIDUAL WHO IS UNABLE TO MAKE HIS OR HER OWN DECISIONS BECAUSE OF AN INJURY, ILLNESS OR DISABILITY. A CONSERVATOR IS SOMEONE WHO HAS BEEN GIVEN LEGAL AUTHORITY BY A COURT TO MAKE DECISIONS REGARDING A PERSON'S PROPERTY AND FINANCIAL AFFAIRS.THE INDIVIDUALS WE SERVE MAY HAVE DEVELOPMENTAL DISABILITIES, SERIOUS AND PERSISTENT MENTAL ILLNESS, CHEMICAL AND/OR DRUG DEPENDENCE, PHYSICALLY FRAILTY OR IMPAIRMENT, COGNITIVE IMPAIRMENT, OR COMPLEX MEDICAL DIAGNOSES. OUR CLIENTS LIVE IN A VARIETY OF SETTINGS INCLUDING RESIDENTIAL GROUP HOMES, CORPORATE FOSTER CARE, SKILLED NURSING CARE CENTERS, ASSISTED LIVING FACILITIES AND INDEPENDENT LIVING SETTINGS. THE GUARDIAN & CONSERVATOR PROGRAM HAS BEEN RENAMED THE ADULT ADVOCACY PROGRAM. THE VISION OF THE PROGRAM IS TO CREATE A COMMUNITY EMPOWERED TO IMPROVE QUALITY OF LIFE. THE MISSION OF THE ADULT ADVOCACY PROGRAM IS TO PROVIDE PERSON CENTERED SERVICES THAT IMPROVE WELLBEING AND PREVENT HARM. THE PROGRAM OFFERS BOTH COURT APPOINTED AND NON-COURT APPOINTED SERVICES. COURT APPOINTED SERVICES ARE ORDERED AND SUPERVISED BY THE COURT AT ALL TIMES. NON-COURT APPOINTED SERVICES FOLLOW FORMAL DIRECTIONS BY THE INDIVIDUALS SERVED. SERVICES OFFERED BY THE PROGRAM ARE GUARDIANSHIP, CONSERVATORSHIP, POWER OF ATTORNEY, TRUSTEE, PERSONAL REPRESENTATIVE OF THE ESTATE, HEALTH CARE AGENT AND SUPPORTED DECISION MAKER. STAFF ARE GUIDED BY THE PROFESSIONAL STANDARDS OF THE NATIONAL GUARDIANSHIP ASSOCIATION. INDIVIDUALS SERVED MAY HAVE DEVELOPMENTAL DISABILITIES, SERIOUS AND PERSISTENT MENTAL ILLNESS, CHEMICAL AND/OR DRUG DEPENDENCE, PHYSICAL IMPAIRMENT, COGNITIVE IMPAIRMENT, OR COMPLEX MEDICAL DIAGNOSES. THE INDIVIDUALS SERVED LIVE IN A VARIETY OF SETTINGS INCLUDING RESIDENTIAL GROUP HOMES, CORPORATE FOSTER CARE, SKILLED NURSING CARE CENTERS, ASSISTED LIVING FACILITIES AND INDEPENDENT LIVING SETTINGS DEPENDING ON WHAT IS THE LEAST RESTRICTIVE HOUSING TO SUPPORT THEIR INDIVIDUAL NEEDS. SPECIFIC EXAMPLES OF SERVICES PROVIDED TO CLIENTS THROUGH THE ADULT ADVOCACY PROGRAM INCLUDE ATTENDING MEDICAL APPOINTMENTS; GIVING LEGAL CONSENT FOR TREATMENTS, MEDICATIONS AND PROCEDURES; FINDING BETTER SUITED PLACEMENT OR LIVING ARRANGEMENTS FOR CLIENTS WHEN NEEDED; SHOPPING WITH AND FOR CLIENTS; COORDINATING THE SALE OF REAL ESTATE OR OTHER VALUABLE ITEMS ON BEHALF OF CLIENTS, MANAGING FINANCES, ASSISTING IN LOCATING AND OBTAINING ENTITLED SERVICES (SUCH AS MEDICAL ASSISTANCE, SOCIAL SECURITY AND/OR VETERANS BENEFITS) AND EMPLOYMENT; AND OVERALL COORDINATION OF SERVICES TO ENSURE THAT THE HIGHEST QUALITY OF CARE POSSIBLE IS OFFERED TO EACH CLIENT. WE STRIVE TO ADVOCATE, PROMOTE INDEPENDENCE AND PURSUE THE LEAST RESTRICTIVE SETTING FOR OUR CLIENTS. 2757056 236764 24305 EMERGENCY SHELTERSCATHOLIC CHARITIES OPERATED 3 EMERGENCY SHELTERS FOR ADULTS EXPERIENCING HOMELESSNESS. THE WINONA COMMUNITY WARMING CENTER IS AN OVERNIGHT SEASONAL SHELTER SERVING APPROXIMATELY 75 ADULTS EACH SEASON AND PROVIDING 900 NIGHTS OF SHELTER. THE WCWC IS OPEN NOVEMBER 1ST-MARCH 31ST FROM 9PM-7AM. THE WINONA COMMUNITY DAY CENTER IS A DROP-IN EMERGENCY DAY SHELTER. THE WCDC OPENED AS A RESPONSE TO THE COVID-19 PANDEMIC CLOSING MANY OF THE PUBLIC SPACES. CC PROVIDES SHELTER, MEALS, LAUNDRY, SHOWERS, AND CONNECTIONS TO MAINSTREAM RESOURCES FOR ADULTS, SERVING APPROXIMATELY 200 INDIVIDUALS ANNUALLY. THE ROCHESTER COMMUNITY WARMING CENTER IS YEAR-ROUND, LOW BARRIER, NIGHT BY NIGHT SHELTER SERVING ADULTS EXPERIENCING HOMELESSNESS 8PM-8AM WHICH EQUATES TO APPROXIMATELY 500 UNIQUE INDIVIDUALS AND 10,000 NIGHTS OF SHELTER. WE PROVIDE TWO LIGHT MEALS, BREAKFAST AND DINNER, LAUNDRY, SHOWERS, AND REFERRALS TO COUNTY HOUSING PROGRAMS. PARTNERSHIP WITH OLMSTED COUNTY GOVERNMENT CATHOLIC CHARITIES ENTERED INTO AN AGREEMENT WITH OLMSTED COUNTY GOVERNMENT TO PROVIDE STAFFING AT TWO SUPPORTIVE HOUSING BUILDINGS IN ROCHESTER, THE CREEK AND THE 105. THE CREEK IS AN ALTERNATIVE STAY 90 DAY EMERGENCY SHELTER, PROVIDING RESIDENTS WITH INDIVIDUAL ROOMS, CASE MANAGEMENT AND SUPPORT TO MAKE PROGRESS ON A HOUSING PLAN. THE CREEK HOUSES UP TO 12 INDIVIDUALS USING A LOW BARRIER, HOUSING FIRST, AND HARM REDUCTION MODEL. THE 105 IS A PERMANENT SUPPORTIVE HOUSING PROGRAM, SERVING ADULTS WITH HIGH BARRIERS TO MARKETPLACE HOUSING. CC'S TEAM PROVIDES SUPPORT TO THE RESIDENTS TO ASSIST IN MAINTAINING HOUSING. THE 105 HOUSES 18 INDIVIDUALS IN A HOUSING FIRST, HARM REDUCTION MODEL. THE MISSION OF THE MEDIAPPS PROGRAM IS TO IMPROVE THE HEALTH AND WELL-BEING OF LOWER-INCOME UNINSURED OR UNDERINSURED INDIVIDUALS IN OUR SERVICE AREA BY HELPING THEM OBTAIN NEEDED PRESCRIPTION MEDICATIONS THEY CANNOT AFFORD ON THEIR OWN. WITH SKYROCKETING MEDICATION AND INSURANCE COSTS, MANY PEOPLE SIMPLY CANNOT AFFORD TO MEET THEIR DEDUCTIBLE, PAY THEIR CO-PAYS (WHICH FLUCTUATE PER THE DIRECTION OF INSURANCE COMPANIES) OR PAY THE CASH PRICE OF THEIR MEDICATIONS. AND MOST INSURANCE COMPANIES DON'T COVER MEDICAL DEVICES OR OVER-THE-COUNTER ITEMS THAT ARE PRESCRIBED BY PHYSICIANS. MEDIAPPS CONSISTS OF TWO PARTS: EMERGENCY CASH ASSISTANCE AND THE PATIENT ASSISTANCE PROGRAM. EMERGENCY CASH ASSISTANCE PROVIDES IMMEDIATE HELP TO INDIVIDUALS RESIDING IN WINONA, FILLMORE, AND HOUSTON COUNTIES. WE ASSIST INDIVIDUALS BY PAYING FOR PRESCRIPTIONS OR MEDICAL SUPPLIES THAT HAVE BEEN PRESCRIBED TO THEM BY A LICENSED PROVIDER. TO BE ELIGIBLE FOR EMERGENCY CASH ASSISTANCE A PERSON MUST HAVE A HOUSEHOLD INCOME OF 300% OR BELOW THE FEDERAL POVERTY LEVEL. EMERGENCY CASH ASSISTANCE ADDRESSES A SHORT-TERM NEED, OFTEN DURING AN EMERGING CRISIS WHEN A PERSON IS SUDDENLY WITHOUT INSURANCE AND/OR A MEANS TO PURCHASE THEIR MEDICATION. WE WORK WITH LOCAL PHARMACIES TO SECURE PRESCRIPTIONS AT THE LOWEST COST POSSIBLE AND OFTEN USE DISCOUNT CARDS AND COUPONS FOR THE CASH PRICE OF MEDICATIONS.MOST INSURANCE POLICIES DO NOT COVER PRESCRIBED OVER-THE-COUNTER VITAMINS AND SUPPLEMENTS, PAIN RELIEVERS, ADULT INCONTINENCE BRIEFS, AND NUTRITIONAL SHAKES (ENSURE/BOOST). THE EMERGENCY CASH ASSISTANCE HELPS MANY PEOPLE WHO CANNOT AFFORD TO PAY FOR THESE ITEMS ON THEIR OWN. WE ALSO ASSIST INDIVIDUALS BY PAYING UP TO A SPECIFIED DOLLAR AMOUNT TOWARD HEARING AIDS AND EYEGLASSES. INDIVIDUALS WHO DO CARRY PRESCRIPTION INSURANCE COVERAGE ARE CONSIDERED ON A CASE BY CASE BASIS FOR EMERGENCY CASH ASSISTANCE AND ARE OFTEN SEEKING HELP TO COVER MEDICATION CO-PAYS AT THEIR LOCAL PHARMACY. THERE ARE LIMITATIONS TO HOW MUCH A CLIENT OR HOUSEHOLD CAN RECEIVE THROUGH EMERGENCY CASH ASSISTANCE EACH YEAR. THE PATIENT ASSISTANCE PROGRAM (PAP) IS A LONG-TERM SOLUTION AND INVOLVES WORKING DIRECTLY WITH PHARMACEUTICAL COMPANIES WHO OFFER COST-FREE MEDICATIONS TO INDIVIDUALS WHO QUALIFY FOR THEIR PROGRAMS. WE ASSIST CLIENTS WITH THE APPLICATION PROCESS WHICH REQUIRES THE MEDIAPPS COORDINATOR TO OBTAIN REQUIRED SIGNATURES AND WRITTEN PRESCRIPTIONS FROM THE PATIENT'S PRESCRIBER. WE CURRENTLY WORK WITH PRESCRIBERS LOCATED ACROSS SOUTHEASTERN AND CENTRAL MINNESOTA AND SOUTHWEST WISCONSIN. ELIGIBILITY REQUIREMENTS VARY FROM COMPANY TO COMPANY. THE MEDIAPPS COORDINATOR ASSISTS EACH CLIENT THROUGH THE ENTIRE PAP ENROLLMENT PERIOD BY TRACKING MEDICATION ORDERS, ACQUIRING NEW PRESCRIPTIONS, PLACING REFILLS, AND COORDINATING REAPPLICATION INTO EACH PROGRAM WHEN YEARLY ENROLLMENT ENDS. MANY OF THE MEDICATIONS WE ASSIST CLIENTS WITH TREAT CHRONIC CONDITIONS SUCH AS CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD), ASTHMA, DIABETES, HIGH BLOOD PRESSURE, HIGH CHOLESTEROL, HEART DISEASE, DEPRESSION, ANXIETY, CHRONIC PAIN, AND MORE. NEEDLESS TO SAY, THESE MEDICATIONS ARE CRITICAL TO MAINTAIN ONE'S HEALTH. THE MEDIAPPS COORDINATOR ALSO ADVOCATES FOR EACH CLIENT BY REFERRING THEM TO OTHER PROGRAMS OR AGENCIES WHEN NECESSARY. MEDIAPPS DOES NOT CHARGE A FEE AND OUR UNIQUE SERVICES ARE UNDUPLICATED IN OUR AREA. REFERRALS COME FROM MEDICAL PROVIDERS, PHARMACIES, COUNTY SOCIAL SERVICE DEPARTMENTS, INSURANCE COMPANIES AND OTHER AGENCIES. THE MEDIAPPS PROGRAM EMPLOYS ONE PART-TIME COORDINATOR WHO WORKS 32 HOURS PER WEEK IN THE PROGRAM. IN FISCAL YEAR 2023, THE MEDIAPPS PROGRAM:" PROVIDED IMMEDIATE EMERGENCY CASH ASSISTANCE TO 99 UNDUPLICATED INDIVIDUALS FOR PRESCRIBED MEDICATIONS/MEDICAL DEVICES/SUPPLIES AT A COST OF $31,611. " SECURED 385 PRESCRIPTIONS VALUED AT $576,594 THROUGH PATIENT ASSISTANCE PROGRAMS WHICH SERVED 97 UNDUPLICATED INDIVIDUALS IN EIGHT COUNTIES." PROVIDED EMERGENCY ASSISTANCE FOR SIX INDIVIDUALS THROUGH THE BISHOP'S FUND FOR A TOTAL OF $1,049.13TESTIMONIALS" "I THINK IT WOULD BE BETTER IF I ROLLED OVER AND DIED. I DON'T WANT TO SOUND SARCASTIC BUT THE GOVERNMENT SETS THESE DEDUCTIBLES. I WANT TO LIVE FOR A LONG, LONG TIME BUT SOME DAYS. (THROUGH TEARS) I SO APPRECIATE ALL YOUR HELP." " "THANK YOU FOR ALL THE HELP OVER THE YEARS. IT'S BEEN LIFESAVING, REALLY."" "IT'S CERTAINLY, ESPECIALLY NOW, GOING TO MAKE MY LIFE MUCH, MUCH EASIER. AND I APPRECIATE IT MORE THAN YOU COULD EVER KNOW. I THANK GOD FOR THAT OFTEN. I THANK GOD EACH NIGHT FOR MEDIAPPS. WHAT MY CONDITION COULD HAVE BEEN AND WHAT IT IS TODAY - I WOULD HAVE BEEN OUT OF MONEY. IT'S BEEN A GODSEND. I THINK ABOUT SUCH BLESSINGS WHEN THEY COME TO ME AND I THINK IT'S A GOD THING. THIS IS A GOD THING."EACH AND EVERY PERSON DESERVES THE OPPORTUNITY TO LIVE A LONG AND HEALTHY LIFE AND NOT HAVE TO WORRY ABOUT WHETHER TO BUY GROCERIES, PAY THE RENT, HEAT, GAS OR PURCHASE THE MEDICATION NEEDED TO STAY WELL AND THRIVE. THE MEDIAPPS PROGRAM IS COMMITTED TO SERVING THOSE THAT CANNOT AFFORD THEIR PRESCRIPTION MEDICATIONS. 2757056 236764 24305 4099172 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X THE ORGANIZATION 5074542270 111 MARKET STREET 2 WINONA MN 55987 X MOST REVEREND JOHN QUINN PRESIDENT 0.70 X X 0 0 0 VERY REV WILLIAM THOMPSON VICAR GENERAL 0.70 X X 0 0 0 SCOT BERKLEY PAST CHAIR 0.70 X X 0 0 0 JIMMY BICKERSTAFF VICE CHAIR 0.70 X X 0 0 0 HEATHER LENZ TREASURER 0.70 X X 0 0 0 REVEREND GREGORY HAVEL DIRECTOR 0.70 X 0 0 0 OLIVIA ORDAZ DIRECTOR 0.70 X 0 0 0 TERESA PEARSON DIRECTOR 0.70 X 0 0 0 MARY FARRELL DIRECTOR 0.70 X 0 0 0 KEVIN AAKER DIRECTOR 0.70 X 0 0 0 DEAN BECKMAN CHAIR 0.70 X 0 0 0 COLLEEN HELMS DIRECTOR 0.70 X 0 0 0 DR JANE NJERU DIRECTOR 0.70 X 0 0 0 MARY WALKER DIRECTOR 0.70 X 0 0 0 0 0 0 0 0 0 0 0 569134 1827830 1376793 3773757 COUNSELING FEES 624100 554073 554073 GUARDIAN & CONSERVATOR 624100 375793 375793 ADOPTION FEES 624110 24305 24305 954171 37397 37397 367169 312094 55075 55075 55075 4820400 954171 0 92472 430438 430438 2961585 2534418 383504 43663 419208 354367 58213 6628 252637 210036 38214 4387 22501 15357 7144 276235 276235 261493 104003 157490 258289 223380 34909 113217 91837 18955 2425 18313 13419 3852 1042 44873 2177 42696 PRINTING & PUBLICATIONS 80869 19571 47817 13481 SUPPLIES 60927 46025 14323 579 COMMUNICATION 49063 20450 28613 POSTAGE 39205 2553 7784 28868 56620 31141 23331 2148 5345473 4099172 866845 379456 253710 212479 487138 546775 798464 344 71780 52595 903557 346599 569149 556958 1488409 1318606 0 62935 3417305 3002037 293942 349586 92095 2500 0 62964 386037 415050 X 1827464 1060815 1203804 1526172 3031268 2586987 3417305 3002037 -525073 60205 27889 -7302 0 X X 0 0 0 X X 1 DIOCESE OF WINONA-ROCHESTER 410694754 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990 SCHEDULE A PAGE 4 LINE 1 THE PURPOSE OF THE ORGANIZATION IS TO INTEGRATE AND COORDINATE ALL THE CHARITABLE WORK OF THE DIOCESE OF WINONA-ROCHESTER. FORM 990 SCHEDULE A PAGE 5 SECTION C LINE 1 THE BISHOP OF THE DIOCESE OF WINONA-ROCHESTER SERVES AS THE EX OFFICIO PRESIDENT OF THE CORPORATION. THE BISHOP APPROVES ALL CONVEYANCES, ASSIGNMENTS AND CONTRACTS MADE BY THE CORPORATION; APPOINTS ALL BOARD MEMBERS; APPROVES THE ANNUAL BUDGET AND ALL FUND-RAISING PLANS OF THE CORPORATION; APPROVES THE EMPLOYMENT ACTIONS CONCERNING THE EXECUTIVE DIRECTOR; AND APPROVES NEW PROGRAMS OR THE TERMINATION OF PROGRAMS; AND APPROVES CHANGES TO THE CORPORATE ARTICLES AND BYLAWS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1306658 1306658 0 281993 281993 281993 281993 281993 281993 276958 5035 281993 276958 276958 0 0 81688 81688 570344 192161 378183 26843 19437 7406 224682 135001 89681 556958 OPERATING LEASE LIABILITY 62964 62964 PART IV, LINE 1B: CATHOLIC CHARITIES IS COURT APPOINTED TO TAKE CHARGE OF A CLIENT'S ASSETS. INVENTORY IS TAKEN OF ALL ASSETS AND REPORTED TO THE COURT. NEW CHECKING ACCOUNTS ARE CREATED IN THE CLIENT'S NAME AND CREDIT AND DEBIT CARDS ARE CANCELLED. INCOME IS DEPOSITED IN THE CLIENT'S ACCOUNT AND FUNDS ARE DISBURSED FROM THE ACCOUNT TO PAY CLIENT BILLS AND PROVIDE THE CLIENT WITH SPENDING MONEY. THE NEW ACCOUNTS CAN ONLY BE USED FOR TRANSACTIONS BY AUTHORIZED CATHOLIC CHARITIES STAFF. CLIENTS MAY NOT COMMIT TO LARGE EXPENSES WITHOUT PRIOR PERMISSION AND MAY NOT SIGN CONTRACTS THAT OBLIGATE THEM TO PAYMENTS. CATHOLIC CHARITIES INVESTS MONIES WHEN APPROPRIATE TO MAXIMIZE THE RETURN OF INTEREST FOR THE CLIENT. WITH COURT APPROVAL, WE SELL CLIENT PROPERTY AND ASSETS. CATHOLIC CHARITIES FILES AN ANNUAL ACCOUNTING OF ALL ASSETS, INCOME AND EXPENSES FOR EACH CLIENT. THE COURT REVIEWS AND APPROVES THE ANNUAL REPORT. OTHER ACTIVITIES PROVIDED TO THE CLIENTS BY THE CONSERVATORSHIP PROGRAM STAFF ARE: APPLY FOR MEDICAL ASSISTANCE, HELP WITH SHOPPING, MAINTAIN REAL ESTATE AND VEHICLES, COORDINATE WITH THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM VOLUNTEERS TO PREPARE CLIENT TAX RETURNS, AND ESTABLISH IRREVOCABLE BURIAL TRUSTS. PART V, LINE 4: RESERVES SET ASIDE FOR FUTURE NEEDS AND TO PROVIDE INVESTMENT INCOME TO HELP DEFRAY COSTS OF OPERATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED AGAINST REVENUE X X 0 RKD GROUP LLC 3400 WATERVIEW PARKWAY STE 250 RICHARDSON TX 75080 MARKETING/CONSULTING SERVICES FOR PREP OF PAPER/DIGITAL SOLI 0 0 0 0 1 THE REFUGEE RESETTLEMENT PROGRAM PROVIDED DIRECT ASSISTANCE TO NEWLY ARRIVED REFUGEES. THIS ASSISTANCE INCLUDED HOUSING, UTILITIES, FOOD, CLOTHING, HOUSEHOLD ITEMS, DRIVERS TRAINING EDUCATION, AND BUS PASSES. FURNITURE, HOUSEHOLD ITEMS, AND CLOTHING. THE PREGNANCY, PARENTING, AND ADOPTION PROGRAM PROVIDES DIRECT ASSISTANCE TO MOTHERS AND TO FAMILIES OF YOUNG CHILDREN. THIS ASSISTANCE PROVIDED HOUSING, CHILDCARE, UTILITIES, FOOD AND BUS PASSES. THE MEDICATION APPLICATION SERVICE (MEDIAPPS) PROGRAM PROVIDED UNINSURED PERSONS WITH PRESCRIPTIONS, MEDICAL DEVICES, AND EYEGLASSES. THE PARISH SOCIAL MINISTRY PROGRAM PROVIDED DIRECT ASSISTANCE OF HOUSING, UTILITIES, AND PRESCRIPTIONS. ADULT ADVOCACY PROVIDED MEALS FOR CLIENTS AND CLOTHING FOR CLIENTS. COMMUNITY WARMING CENTERS - PROVIDED SHELTER AND BUS PASSES FOR ADULTS EXPERIENCING HOMELESSNESS. PART I, LINE 2: CRITERIA FOR GRANT ASSISTANCE ARE DETERMINED AT THE PROGRAM LEVEL. AFTER ELIGIBILITY VERIFICATION, A DISBURSEMENT REQUEST IS COMPLETED AND ROUTED TO THE PROGRAM DIRECTOR FOR SIGNATURE APPROVAL. THE APPROVED REQUEST IS SENT TO THE ACCOUNTS PAYABLE DEPARTMENT FOR PAYMENT. CHECK DISBURSEMENT DOCUMENTATION FOR EACH REQUEST IS MAINTAINED IN THE ACCOUNTING DEPARTMENT. FORM 990 PART III LINE 4D FINANCIAL LITERACY PROGRAM - CATHOLIC CHARITIES FINANCIAL LITERACY PROGRAM CONSISTS OF WORKSHOPS; GENERALLY 3 TO 4 HOUR CLASSES INTENDED TO ENGAGE PARTICIPANTS, TEENS, YOUNG ADULTS, AND ADULTS, OF LOW TO MODERATE INCOME ON VARIOUS BUDGETING AND MONEY MANAGEMENT TOPICS. WE PROVIDED FINANCIAL LITERACY WORKSHOPS TO INDIVIDUALS, REPRESENTING ALL WALKS OF LIFE. THE OVERALL IMPACT OF THE PROGRAM IS THAT PARTICIPANTS GAIN FINANCIAL STABILITY THROUGH IMPROVED FINANCIAL LITERACY. CONCEPTS DISCUSSED IN THE CLASSES INCLUDE: THE DIFFERENCE BETWEEN NEEDS AND WANTS, ESTABLISHING SAVINGS, SETTING LONG-TERM FINANCIAL GOALS, RETIREMENT PLANNING, ASSET BUILDING, CREDIT SCORES/CREDIT BUILDING, AND VARIOUS BUDGETING TECHNIQUES. THE PROGRAM HELPS PARTICIPANTS AVOID FINANCIAL PLANNING MISTAKES AND LEARN HOW TO USE MONEY TO BOTH EMPOWER THEIR LIVES AND ATTAIN LONG-TERM LIFE GOALS. THE END OBJECTIVE FOR ALL PARTICIPANTS IS TO BUILD ASSETS AND GAIN FINANCIAL INDEPENDENCE. THE WORKSHOP MATERIALS AND OVERALL ATMOSPHERE WELCOMES CONVERSATION ON MONEY MANAGEMENT AND TOUCHES ON THE EMOTIONAL COMPONENTS OF OVERSPENDING. THE FACILITATOR OF THE CLASS WORKS TO ESTABLISH GOOD RAPPORT WITH PARTICIPANTS TO MAKE THEM FEEL COMFORTABLE TALKING ABOUT PERSONAL FINANCES, AND MAKES REFERRALS TO SERVICE PROVIDERS WHEN NEEDS ARE IDENTIFIED. ALL PARTICIPANTS ARE PROVIDED A FOLDER WITH FINANCIAL RESOURCES, BUDGETING TOOLS, AND A FREE CALENDAR. CLASSES ARE HELD AT VARIOUS LOCATIONS IN THE COMMUNITY, SUCH AS THE ROCHESTER PUBLIC LIBRARY AND HAWTHORNE EDUCATION CENTER, AND SCHEDULED GROUP CLASSES WITH INTERESTED COMMUNITY PARTNERS THAT WISH TO HAVE CLASSES AT THEIR LOCATION SUCH AS THE WOMEN'S SHELTER, ALTERNATIVE LEARNING CENTER FOR TEENS, AND LINK (LIVING INDEPENDENTLY WITH KNOWLEDGE FOR TEENS AND YOUNG ADULTS). THROUGH A SPECIAL TEEN CURRICULUM, OUR PROGRAM ALSO WORKS TO ADDRESS THE NEED FOR FINANCIAL LITERACY TRAINING FOR TEENS AND YOUNG ADULTS IN OUR COMMUNITY. AMERICAN TEENS, WHEN COMPARED TO OTHER COUNTRIES, WERE FOUND TO BE DEFICIENT IN FINANCIAL LITERACY SKILLS AND WERE UNABLE TO UNDERSTAND QUESTIONS ON FINANCES BEYOND DISCERNING BETWEEN NEEDS AND WANTS. FOR TEENS AND YOUNG ADULTS, THE CLASSES ARE EARLY PREVENTION OF FINANCIAL PLANNING MISTAKES WITH THE BUILDING OF MONETARY KNOWLEDGE AND SKILLS, COMMUNITY FINANCIAL RESOURCES AND THE CONFIDENCE IN MAKING DECISIONS AND GOALS FOR THEIR ECONOMIC WELLBEING. A SOCIAL WORKER ATTENDED A CLASS RECENTLY WITH ONE OF HER CLIENTS WHO IS A SENIOR AT THE ALTERNATIVE LEARNING CENTER (ALC). THIS STUDENT IDENTIFIED AS HAVING DIFFICULTY AT HOME AND WAS ASKED TO MOVE OUT. THE SOCIAL WORKER WANTED THIS STUDENT TO GET THE FINANCIAL LITERACY GROUNDWORK TO HELP HIM ESTABLISH HIS UNDERSTANDING OF FINANCIAL DECISIONS WHEN HE IS ON HIS OWN. HIS QUESTIONS TO BETTER UNDERSTAND FINANCIAL TERMS DURING THE CLASS WERE GREAT EXAMPLES FOR THE ADULTS THAT WERE ATTENDING AS WELL. WHEN WE WERE TEACHING A CLASS AT ALC, THIS STUDENT STOPPED IN AND SHARED HIS EXPERIENCE WITH THE REST OF CLASS AND HOW HELPFUL THE INFORMATION WAS THAT HE RECEIVED. HE ALSO STATED HE FELT MORE EMPOWERED TO GO FORWARD ON HIS OWN AND NOW KNOWS HOW IMPORTANT IT IS TO CONTROL AND UNDERSTAND YOUR OWN FINANCES. WE APPLAUD THE SOCIAL WORKER FOR HER INSIGHT IN USING OUR PROGRAM AS A RESOURCE AND THE YOUNG PERSON FOR HIS OPENNESS TO LEARNING FOR HIS FINANCIAL FUTURE. WE SEE FINANCIAL LITERACY AS THE FOUNDATION FOR EMPOWERMENT IN ALL AREAS OF LIFE. MONEY DOES NOT BUY HAPPINESS BUT IT DOES INFLUENCE OUR PERCEPTION OF HAPPINESS AND OUR POTENTIAL OF SUCCESS. FORM 990 PART III LINE 4D ADOPTION CATHOLIC CHARITIES HAS BEEN CREATING FAMILIES IN SOUTHERN MINNESOTA FOR OVER 75 YEARS. WE ARE A CHILD PLACING AGENCY LICENSED IN MINNESOTA. OUR LICENSED SOCIAL WORKERS PROVIDE DOMESTIC INFANT ADOPTION SERVICES, INTERNATIONAL ADOPTION SERVICES, AND DESIGNATED ADOPTION SERVICES. IN DOMESTIC INFANT ADOPTION, OUR SOCIAL WORK STAFF HELPS TO FACILITATE THE MATCH BETWEEN BIRTHPARENTS AND ADOPTIVE COUPLES AND ASSIST WITH THE PROCESS OF FREEING THE CHILD FOR ADOPTION AND PLACEMENT OF THE CHILD IN THE ADOPTIVE HOME, AS WELL AS THE SUPERVISION OF THE ADOPTIVE PLACEMENT THROUGH THE ADOPTION LEGALIZATION. THE ADOPTION STAFF IS COMMITTED TO PROVIDING SUPPORT AND GUIDANCE THROUGHOUT THE ENTIRE ADOPTION PROCESS BOTH TO THE ADOPTIVE COUPLE AND THE BIRTHPARENTS. WE HAVE A SUPERVISED PROVIDER AGREEMENT WITH HOLT INTERNATIONAL OF OREGON TO COMPLETE INTERNATIONAL ADOPTIVE HOME STUDIES AND PROVIDE POST PLACEMENT SUPERVISION WITH MINNESOTA RESIDENTS LIVING IN OUR SERVICE AREA WHO WANT TO ADOPT INTERNATIONALLY. DESIGNATED ADOPTION SERVICES ARE PROVIDED TO ADOPTIVE APPLICANTS CHOOSING NOT TO BE A PART OF OUR DOMESTIC ADOPTION PROGRAM, BUT ARE IN NEED OF INDIVIDUAL SERVICES SUCH AS A STUDY OR POST PLACEMENT SERVICES. WE OFFER A QUARTERLY "JOURNEY TO ADOPT" EDUCATIONAL SUPPORT GROUP FOR OUR FAMILIES WHO HAVE COMPLETED THE ADOPTION STUDY PROCESS AND ARE READY TO ADOPT. WE ARE PROACTIVE IN OUR EFFORTS TO MAKE SURE BOTH ADOPTIVE PARENTS AND BIRTHPARENTS HAVE A FULL COMPLEMENT OF SERVICES. IN EVERY ADOPTION, THE WELFARE OF THE CHILD IS OF PRIMARY CONCERN. ADOPTION PROGRAM SERVICE FEES ARE PAID BY ADOPTIVE COUPLES AND DESIGNED TO COVER THE OPERATING EXPENSES OF THE PROGRAM. TO ELIMINATE COST AS A BARRIER TO ADOPTION, A PORTION OF THE ADOPTION FEES ARE ASSESSED ON A SLIDING SCALE BASED ON HOUSEHOLD INCOME WITH A MINIMUM AND MAXIMUM CAP. ANY DEFICITS ARE SUPPLEMENTED BY GENERAL CONTRIBUTIONS TO CATHOLIC CHARITIES. THE MAJORITY OF CHILDREN ARE PLACED DIRECTLY OUT OF THE HOSPITAL INTO THE ADOPTIVE HOME. THERE ARE A NUMBER OF DIFFERENT WAYS DOMESTIC INFANT ADOPTION HAPPENS. PREGNANT WOMEN MAY COME TO THE AGENCY LOOKING TO PLACE THEIR CHILD IN AN ADOPTIVE HOME, WHICH HAS ALWAYS BEEN A SERVICE OPTION, AND WE ARE READY TO ASSIST BOTH THE ADOPTIVE PARENTS AND BIRTHPARENT IN THAT PROCESS. ANOTHER WAY IN WHICH ADOPTIVE PARENTS AND BIRTHPARENTS ARE MAKING A CONNECTION IS THROUGH PERSONAL CONNECTIONS OR SOCIAL MEDIA PLATFORMS. WOMEN PLACING THEIR CHILDREN FOR ADOPTION DO SO BECAUSE THEY WANT MORE FOR THE CHILD THAN WHAT THEY CAN PROVIDE. DURING THIS REPORTING CYCLE, 13 FAMILIES RECEIVED ADOPTION SERVICES. CATHOLIC CHARITIES ADOPTIVE FAMILIES SHARE IN THEIR OWN WORDS WHAT ADOPTION HAS MEANT TO THEM: "THE HOME STUDY PROGRAM WAS VERY EDUCATIONAL FOR US ON NOT ONLY ABOUT THE TYPES OF ADOPTIONS BUT ALSO THE MANY OF THE SOCIAL AND EMOTIONAL THINGS WE AS A COUPLE AND OUR POTENTIAL CHILD WOULD FACEWE TOOK SOLACE IN THE CATHOLIC CHARITIES ADOPTION SUPPORT CLASSES AND WITH OTHER COUPLES WHO WERE HAVING SIMILAR WAIT TIMES. ADOPTION FOR US CERTAINLY HAD ITS CHALLENGES, BUT ITS BENEFITS WELL OUTWEIGH THOSE AND WE WILL NEVER REGRET OUR CHOICE TO PURSUE ADOPTION FOR OUR FAMILY." "OUR JOURNEY TO ADOPT HAS ALREADY HAD SOME HIGHS AND LOWS BUT WE TRY TO REMEMBER THAT WE'RE NOT THE FIRST - AND WE WON'T BE THE LAST - TO TAKE THIS JOURNEY. THANKS TO CATHOLIC CHARITIES, WE ARE OFTEN REMINDED WE'RE NOT ON THIS PATH ALONE. WE ATTEND INFORMATIONAL MEETINGS WITH OTHER COUPLES WAITING TO ADOPT AND WE'VE DEVELOPED FRIENDSHIPS WITH THESE OTHER SPECIAL PEOPLE. WE TALK ABOUT OUR PLANS TO ADOPT OPENLY WITH FRIENDS AND STRANGERS, WHICH INEVITABLY HAS LED TO PEOPLE SHARING THEIR STORIES OF ADOPTION WITH US. THIS ADVOCACY IS VERY IMPORTANT WORK - WE BELIEVE FAMILIES COME IN ALL SHAPES AND SIZES. A STRONG FAMILY IS NOT TIED TOGETHER BY BLOOD AND GENETICS; IT'S TIED BY PEOPLE WHO LOVE AND SUPPORT EACH OTHER." POST ADOPTION SERVICE POST ADOPTION SERVICES ARE PROVIDED TO ADOPTED ADULTS, BIRTHPARENTS, ADOPTIVE PARENTS OF MINOR CHILDREN, AND GENETIC SIBLINGS, WHO MAY CHOOSE TO ENGAGE IN A SEARCH PROCESS WITH THE AGENCY. AS A LICENSED ADOPTION AGENCY, CATHOLIC CHARITIES KEEPS EVERY PERMANENT ADOPTION RECORD FOR THE FAMILIES AND BIRTHPARENTS WE HAVE WORKED WITH. POST ADOPTION SERVICES INCLUDE ANSWERING REQUESTS FOR MEDICAL OR BACKGROUND INFORMATION OR AN ACTUAL SEARCH FOR CONTACT WITH THE OTHER PARTY. FEES ARE CHARGED. ASSISTANCE AND COUNSELING IS OFFERED TO ALL WHO COME LOOKING FOR SERVICES. CATHOLIC CHARITIES ADHERES TO MINNESOTA STATUTES AND RULES REGARDING POST ADOPTION SEARCH AND RECORDS. WE ARE COMMITTED TO PROVIDING INFORMATION AND GUIDANCE IN THE POST ADOPTION JOURNEY. DURING THIS REPORTING CYCLE, 79 HOUSEHOLDS RECEIVED POST ADOPTION SERVICES WHICH INCLUDED INTERMEDIARY EXCHANGES BETWEEN BIRTHPARENTS AND ADOPTIVE PARENTS OR BIRTHPARENTS AND THEIR ADULT CHILDREN. PREGNANCY, PARENTING, AND ADOPTION CATHOLIC CHARITIES BELIEVES IN CARING FOR THE GIFT OF LIFE AND PROVIDES POSITIVE ALTERNATIVES TO ABORTION. WE HAVE BEEN PROVIDING SERVICES TO PREGNANT AND PARENTING WOMEN FOR OVER 75 YEARS. WE OFFER FREE, CONFIDENTIAL SUPPORT FOR THOSE WHO ARE PREGNANT. WE HELP WOMEN AND MEN THOUGHTFULLY DECIDE BETWEEN PARENTING OR ADOPTION SO THEY CAN CONFIDENTLY PURSUE THE BEST PLAN FOR THEMSELVES AND THEIR BABIES. A SOCIAL WORKER IS ON CALL 24 HOURS A DAY, 365 DAYS A YEAR. OUR PREGNANCY, PARENTING AND ADOPTION PROGRAM OFFERS TANGIBLE HELP AND A SENSE OF HOPE DURING TIMES OF CRISIS. WOMEN FACED WITH AN UNPLANNED PREGNANCY RECEIVE THE SUPPORT NEEDED TO SELF-DETERMINE WHAT WILL BE THE BEST PLAN FOR THEIR BABY. IF THE EXPECTANT PARENT CHOOSES TO MAKE AN ADOPTION PLAN FOR THEIR CHILD, CATHOLIC CHARITIES ASSISTS THE BIRTHPARENT BY OFFERING COUNSELING AND DECISION MAKING SUPPORT, HELP IN SELECTING AND MEETING AN ADOPTIVE FAMILY, DETERMINING HOW MUCH OPENNESS THEY WANT, AND MAKING A PLAN FOR THE HOSPITAL TIME AND THEIR FUTURE. IF THE EXPECTANT PARENT CHOOSES TO RAISE THEIR CHILD, CATHOLIC CHARITIES WILL PROVIDE SUPPORT TO MAKE A PARENTING PLAN, PARENTING EDUCATION, AND ACCESS TO BABY ITEMS SUCH AS A FREE PACK N PLAY, INFANT CAR SEAT, DIAPERS, AND WIPES. THE MOTHER CHILD ASSISTANCE FUND HELPS WOMEN TO CARRY THEIR BABY TO TERM AND HELPS WOMEN WITH BABIES BY PROVIDING THE DIRECT SUPPORT THEY NEED TO WORK THROUGH DIFFICULTIES THEY ARE FACING. FINANCIAL ASSISTANCE IS AVAILABLE FOR RENT, UTILITIES, AND OTHER NEEDS. SUPPORT FOR THE MOTHER AND CHILD ASSISTANCE FUND IS RAISED THROUGH OUR ANNUAL BABY BOTTLE CAMPAIGN EACH OCTOBER, DURING RESPECT LIFE MONTH. CHURCHES, SCHOOLS, AND OTHER GROUPS DISTRIBUTE EMPTY BABY BOTTLES TO INDIVIDUALS AND FAMILIES. THE BOTTLES ARE FILLED WITH CHANGE AND THE PROCEEDS SUPPORT OUR DIRECT ASSISTANCE FUND ALL YEAR LONG. WE PROVIDE BABY ITEMS AND FREE PACK N PLAYS THROUGH A PARTNERSHIP PROGRAM TO ANY FAMILY IN NEED SO THAT THEIR BABY HAS A SAFE PLACE TO SLEEP. OUR SOCIAL WORKERS ARE CERTIFIED CHILD PASSENGER SAFETY TECHNICIANS AND WE PROVIDE EDUCATION AND SAFETY CHECKS WITH EVERY INFANT CAR SEAT PROVIDED. WE AIM TO IMPROVE FAMILY STABILITY AND SELF-SUFFICIENCY THROUGH THE PROVISION OF FINANCIAL LITERACY EDUCATION, SAFE SLEEP EDUCATION, AND SHAKEN BABY PREVENTION. A NURTURING HEALTHY FAMILIES PARENTING GROUP IS OFFERED VIRTUALLY ON A MONTHLY BASIS TO HELP PARENTS GAIN SKILLS AND CONFIDENCE IN RAISING THEIR CHILDREN. SINCE 2006, CATHOLIC CHARITIES HAS BEEN THE RECIPIENT OF A POSITIVE ALTERNATIVES GRANT THROUGH THE MINNESOTA DEPARTMENT OF HEALTH. OUR PROGRAM SERVICES CLEARLY SUPPORT THE GOALS OF THE GRANT WHICH ARE TO ENCOURAGE AND ASSIST WOMEN IN CARRYING THEIR PREGNANCIES TO TERM, IN CARING FOR THEIR BABIES AFTER BIRTH, AND TO PROVIDE ACCURATE INFORMATION ON, REFERRAL TO, AND ASSISTANCE WITH SECURING NECESSARY SERVICES. DURING THIS REPORTING CYCLE, 326 NEW AND EXPECTANT PARENTS RECEIVED PREGNANCY, PARENTING AND ADOPTION SERVICES. HERE ARE QUOTES FROM PARENTS WHO RECEIVED SERVICES FROM OUR PROGRAM: "THIS GRANT WILL GIVE ME TIME TO GET THINGS IN ORDER AND SEARCH FOR A JOB. I KNOW I'LL HAVE SOMEWHERE SAFE TO GO AND THAT MY BABY WILL BE SAFE, TOO." "RECEIVING THIS [FINANCIAL ASSISTANCE] WILL IMPROVE MY FAMILY'S SITUATION IMMENSELY. WE WILL BE ABLE TO MOVE FORWARD AND PAY RENT ON TIME. AS STATED PREVIOUSLY, I HAVE NEVER RECEIVED EMERGENCY ASSISTANCE, MY SIGNIFICANT OTHER AND I ARE TRULY HARD WORKING JUST WENT THROUGH A ROUGH FEW MONTHS." ONWARD AND UPWARD CATHOLIC CHARITIES' ONWARD AND UPWARD PROGRAM SUPPORTS LOW INCOME SINGLE PARENTS AS THEY PURSUE A DEGREE IN THE HEALTHCARE FIELD. THERE ARE THREE COMPONENTS TO THE ONWARD AND UPWARD PROGRAM: MENTORING, SCHOLARSHIPS, AND EMERGENCY FINANCIAL ASSISTANCE. SINGLE PARENTS WHO ARE ACCEPTED INTO THE ONWARD AND UPWARD PROGRAM ARE PAIRED WITH A CATHOLIC CHARITIES SOCIAL WORKER TO RECEIVE MENTORING. THESE TWICE-MONTHLY MEETINGS ARE BASED ON THE NEEDS OF EACH STUDENT, BUT COVER TOPICS SUCH AS RESOURCES, GOAL SETTING, BUDGETING, TIME MANA FORM 990 PART III LINE 4D AMERICORPS SENIORS RSVP ACTIVE AGING PROGRAMS AT CATHOLIC CHARITIES SERVES AS THE FACILITATORS OF AMERICORPS SENIORS RETIRED SENIOR VOLUNTEER PROGRAM (RSVP). THE PROGRAM OPERATES IN COUNTIES IN SOUTH CENTRAL AND SOUTHEASTERN MINNESOTA, INCLUDING: BLUE EARTH, BROWN, DODGE, FARIBAULT, FILLMORE, FREEBORN, GOODHUE, HOUSTON, LE SUEUR, MARTIN, MOWER, NICOLLET, OLMSTED, RICE, STEELE, WABASHA, WASECA, WATONWAN AND WINONA. WORKING AT THE GRASSROOTS LEVEL, PARTNERING WITH NOT FOR PROFIT AGENCIES, AMERICORPS SENIORS RSVP ENGAGES ADULTS AGE 55 AND OVER TO VOLUNTEER THEIR LIFE EXPERIENCES AND SKILLS IN MEETING THE NEEDS OF THEIR NEIGHBORS IN THEIR LOCAL COMMUNITIES THROUGH VOLUNTEER SERVICE. THIS SERVICE IS COMPLETED THROUGH A NETWORK OF COLLABORATIVE AGENCIES SUCH AS HUMAN SERVICE ORGANIZATIONS, SENIOR CENTERS, NON-PROFIT TRANSPORTATION PROVIDERS, SCHOOLS AND FOOD BANKS WHO RECEIVE SUPPORT WITH RECRUITMENT, REFERRAL, RETENTION AND RECOGNITION FOR VOLUNTEERS SERVING THEM. RSVP VOLUNTEERS PROVIDE CRITICAL SERVICES, INCLUDING: FOOD DELIVERY, TRANSPORTATION, COMPANIONSHIP, FOOD PANTRY SUPPORT, LEADING HEALTH AND WELLNESS PROGRAMS, TUTORING IN ELEMENTARY SCHOOLS AND HOME REPAIR/BUILDING. FROM JULY1, 2021 TO JUNE 30, 2022, THERE WERE 1,063 VOLUNTEERS WHO PROVIDED 119,164 HOURS OF SERVICE TO 140 NONPROFIT AGENCIES IN THEIR COMMUNITIES. AS MORE OF THESE AGENCIES OPENED BACK UP TO VOLUNTEERS FOLLOWING RESTRICTIONS BROUGHT ON BY COVID, THOSE NUMBERS ARE AN INCREASE FROM THE PRIOR YEAR. NUMBERS REPORTED ABOVE INCLUDE THE ADDITION OF 208 NEW VOLUNTEERS AND 6 NEW PARTNERING AGENCIES. OLDER ADULTS IN OUR PROGRAM CONTINUE TO SHOW RESILIENCE AS THEY WORK TO CONNECT AND SERVE IN THEIR COMMUNITIES AND THE NONPROFITS IN THOSE COMMUNITIES VALUE THE CONTRIBUTIONS THESE VOLUNTEERS OFFER. ACTIVE AGING PROGRAMS ALSO PROVIDES HEALTH AND WELLNESS OPPORTUNITIES AND EXPERIENCES THAT ARE CHANGING LIVES. THE PROGRAMS ARE EVIDENCE-BASED AND HAVE PROVEN OUTCOMES TO HELP BUILD PEOPLES' CONFIDENCE IN MANAGING THEIR HEALTH CONDITIONS, INCREASE PHYSICAL ACTIVITY LEVELS AND REDUCE HEALTH CARE COSTS. THE OVERALL GOAL OF THESE PROGRAMS IS TO IMPROVE THE QUALITY OF LIFE AND HELP PEOPLE LIVE INDEPENDENTLY LONGER. THESE PROGRAMS ARE OFFERED THROUGHOUT SOUTHERN MINNESOTA. JUST OVER 1,600 PARTICIPANTS WERE SERVED BY HEALTH AND WELLNESS CLASSES FROM JULY1, 2021 TO JUNE 30, 2022. ANOTHER GROUP SUPPORTED THROUGH ACTIVE AGING PROGRAMS IS THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM. VITA, FUNDED THROUGH THE MINNESOTA DEPARTMENT OF REVENUE AND THE IRS, PROVIDES FREE TAX PREPARATION FOR LOW-INCOME INDIVIDUALS AND FAMILIES. ALL WORK IS DONE BY VOLUNTEERS. THIS PAST TAX SEASON, 55 VOLUNTEERS SERVED 1,077 CLIENTS WITH A TOTAL IN CLIENT BENEFITS OF OVER 2 MILLION DOLLARS. THIS VITAL SERVICE IS OFFERED IN WINONA, ST. CHARLES AND LA CRESCENT. FORM 990 PART III LINE 4D ON BEHALF OF CATHOLIC SOCIAL TEACHING IN PARISHES, SCHOOLS, AND LOCAL AGENCIES. "THE CHURCH CANNOT NEGLECT THE SERVICE OF CHARITY ANY MORE THAN SHE CAN NEGLECT THE SACRAMENTS AND THE WORD . . . THE CHURCH'S DEEPEST NATURE IS EXPRESSED IN HER THREE-FOLD RESPONSIBILITY: OF PROCLAIMING THE WORD OF GOD, CELEBRATING THE SACRAMENTS, AND EXERCISING THE MINISTRY OF CHARITY. THESE DUTIES PRESUPPOSE EACH OTHER AND ARE INSEPARABLE" (GOD IS LOVE - POPE BENEDICT XVI). THESE WORDS FROM POPE BENEDICT TELL OF THE NEED TO PUT OUR FAITH INTO ACTION, AND THIS IS THE PRIMARY WORK OF THE PSM PROGRAM. THE PSM PROGRAM THIS PAST YEAR WAS COMPRISED OF A TEAM OF TWO, WHICH INCLUDED THE DIRECTOR OF PSM AND A REGIONAL PSM COORDINATOR IN THE WORTHINGTON DEANERY. THE DIOCESAN SOCIAL CONCERNS COMMITTEE, ESTABLISHED IN 2013, HELPS PLOT THE DIRECTION OF THE WORK OF PSM. THERE ARE CURRENTLY SEVEN MEMBERS OF THIS COMMITTEE, WHICH INCLUDES THE PSM TEAM. IN KEEPING WITH THE GOAL OF PROMOTING AWARENESS, THE PSM TEAM WORKS TO ESTABLISH, ENCOURAGE, AND GUIDE PARISH SOCIAL CONCERNS COMMITTEES, AND DEANERY SOCIAL CONCERNS ROUNDTABLES. THESE GROUPS FUNCTION LIKE THE DIOCESAN SOCIAL CONCERNS COMMITTEE BY IDENTIFYING LOCAL NEEDS AND HELPING TO PLAN OPPORTUNITIES FOR EDUCATION, PRAYER, AND ACTION. THESE GROUPS ALSO SERVE AS FAITH SHARING COMMUNITIES WHERE MEMBERS CAN SHARE INSIGHTS AND RESOURCES, DREAMS AND FRUSTRATIONS, THEREBY ENCOURAGING AND BUILDING ONE ANOTHER UP IN THE WORK FOR JUSTICE. THERE ARE 9 ACTIVE PARISH SOCIAL CONCERNS COMMITTEES AND 1 ACTIVE DEANERY SOCIAL CONCERNS ROUNDTABLE. IN ITS EFFORT TO EDUCATE ABOUT CATHOLIC SOCIAL TEACHING, THE PSM TEAM CONDUCTS SOCIAL CONCERNS STUDY DAYS AND FACILITATES BIBLE STUDIES ON VARIOUS TOPICS OF CATHOLIC SOCIAL TEACHING. IN THE LAST YEAR, THE PSM TEAM CONDUCTED TWO STUDY DAYS WITH A TOTAL OF 76 REGISTRANTS AND FOUR BIBLE STUDIES WITH A TOTAL OF 30 PARTICIPANTS. THE WORTHINGTON DEANERY COORDINATOR ALSO PLANNED A RETREAT FOR HIGH SCHOOLERS ON LIVING LIVES OF SERVICE. MOST OF THE PARISHES IN THE DEANERY SENT YOUTH AND ADULT LEADERS. A TOTAL OF 163 PEOPLE PARTICIPATED. IN ORDER TO PROMOTE ACTION ON BEHALF OF CATHOLIC SOCIAL TEACHING, THE PSM TEAM FACILITATES ADVOCACY MEETINGS BETWEEN LEGISLATORS AND CONSTITUENTS ON ISSUES OF CONCERN. THIS YEAR, AS PART OF THE JOINT RELIGIOUS LEGISLATIVE COALITION'S "DAY ON THE HILL," THE PSM TEAM HELPED TO COORDINATE FIVE VISITS WITH STATE LEGISLATORS. THERE WERE 13 INDIVIDUALS THAT MADE 24 VISITS WITH LEGISLATORS BETWEEN THE FIVE MEETINGS. AS OF JULY OF 2022, THE CATHOLIC ACCOMPANIMENT AND REFLECTION EXPERIENCE (CARE) PROGRAM WAS APPROVED AS A NEW PROGRAM UNDER THE PARISH SOCIAL MINISTRY PROGRAMMING. THE PURPOSE OF THE CARE PROGRAM IS TO ACCOMPANY AND WELCOME IMMIGRANTS AND REFUGEES WITHIN CATHOLIC CHARITIES OF SOUTHERN MINNESOTA'S SERVICE AREA. INITIALLY, THIS PROGRAM WILL BE SPECIFICALLY FOCUSED ON PROVIDING TRANSPORTATION FOR, AND PASTORALLY ACCOMPANYING IMMIGRANTS IN THE WORTHINGTON, MN AREA TO IMMIGRATION COURT APPOINTMENTS AND IMMIGRATION AND CUSTOMS ENFORCEMENT CHECK-INS. DISASTER RECOVERY ALSO FALLS UNDER THE JURISDICTION OF PSM. THE PSM TEAM IS MAKING EFFORTS TO BECOME TRAINED IN DISASTER RECOVERY, THROUGH THE APPLIED INSTITUTE FOR DISASTER EXCELLENCE (AIDE) PROGRAM RUN BY CATHOLIC CHARITIES USA. THE DIRECTOR IS RESPONSIBLE FOR OVERSEEING THE DISBURSEMENT OF LOCAL FUNDS FOR CRS RICE BOWL, AND THE CATHOLIC CAMPAIGN FOR HUMAN DEVELOPMENT (CCHD). THE RICE BOWL FUNDS GO TO HELP INDIVIDUALS WHO CAN'T PAY UTILITIES AND OTHER RELATED FINANCIAL ISSUES. THE CCHD FUNDS MAKE UP THE LOCAL "WORKS OF JUSTICE" FUND. THESE FUNDS ARE DISTRIBUTED IN THE FORM OF MICRO-GRANTS TO LOCAL ORGANIZATIONS WHO WORK TO COMBAT THE ROOT CAUSES OF POVERTY. FORM 990, PART VI, SECTION A, LINE 7A THE BISHOP FOR THE DIOCESE OF WINONA-ROCHESTER CAN APPOINT ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE FORM 990 AT ITS NOVEMBER BOARD MEETING PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY BOARD MEMBERS SIGN A CONFLICT OF INTERST DISCLOSURE. BOARD MEMBERS ABSTAIN FROM VOTING ON ANY ISSUES TO WHICH THEY HAVE A CONFLICT AND THIS IS DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS EVALUATE PERFORMANCE AND SET THE COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT OUR BUSINESS OFFICE DURING NORMAL BUSINESS HOURS. FORM 990 PART XI LINE 2C THE AUDIT COMMITTEE MAKES THE RECOMMENDATION TO THE BOARD OF DIRECTORS FOR SELECTION OF THE AUDITORS. THE AUDIT COMMITTEE ANNUALLY MEETS WITH THE AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990 PART VII WE WERE UNABLE TO OBTAIN COMPENSATION INFORMATION FOR MOST REVEREND JOHN QUINN FROM THE DIOCESE OF WINONA-ROCHESTER, A RELATED ORGANIZATION. HE DECLINED PERMISSION TO HAVE THIS INFORMATION INCLUDED IN OUR FORM 990.