2024-03-04T15:23:48-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2022-07-01 420680464 CATHOLIC COUNCIL FOR SOCIAL CONCERN INC CATHOLIC CHARITIES CATH 5152437653 601 GRAND AVENUE DES MOINES IA 50309 BARBARA DECKER EXECUTIVE DIRECTOR 5152437653 2024-02-29 1 BARBARA DECKER 999009999 0 DAVID LITTLE P01480921 3193632697 2024-02-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CATHOLIC CHARITIES BARBARA DECKER 601 GRAND AVENUE DES MOINES IA 50309 5687189 0 0928 X WWW.CATHOLICCHARITIESDM.ORG X 1925 IA WE PROVIDE FAMILY CENTERED SERVICES THAT EMPOWER INDIVIDUALS AND STRENGTHEN FAMILIES. 14 14 0 2140 0 0 6433545 5399392 99824 82284 129386 704 18739 34121 6681494 5516501 1433255 488737 0 0 2646936 2689705 0 0 247884 1810505 2394502 5890696 5572944 790798 -56443 7346426 7755061 163545 378359 7182881 7376702 X CATHOLIC CHARITIES WORKS TO STRENGTHEN FAMILIES AND REDUCE POVERTY IN THE DES MOINES, IOWA AND COUNCIL BLUFFS, IOWA METROPOLITAN AREAS, AND OTHER SOUTHWEST IOWA AREAS. THE MISSION OF CATHOLIC CHARITIES IS TO SERVE ALL PEOPLE IN NEED. WE HELP INDIVIDUALS AND FAMILIES REACH THEIR FULL HUMAN POTENTIAL AS WE CALL FOR JUSTICE IN THE COMMUNITY. WITH PROGRAMS FOR CHILDREN, FAMILIES AND ADULTS, CATHOLIC CHARITIES HELPS MORE THAN 25,000 PEOPLE ANNUALLY, REGARDLESS OF FAITH. CATHOLIC CHARITIES IS A MEMBER OF CATHOLIC CHARITIES USA, ONE OF THE LARGEST PRIVATE NETWORKS OF SOCIAL SERVICE PROVIDERS IN THE COUNTRY. SOME OF CATHOLIC CHARITIES' PROGRAMS AND SERVICES INCLUDE PROFESSIONAL COUNSELING, PREGNANCY COUNSELING AND ADOPTION, EMERGENCY HOUSING FOR HOMELESS FAMILIES AND VICTIMS OF DOMESTIC VIOLENCE, REFUGEE RESETTLEMENT, OUTREACH TO THE HISPANIC COMMUNITY, FOOD AND CLOTHING ASSISTANCE AND ADVOCACY. 0 0 1322909 422563 24527 REFUGEE SERVICES - 390 REFUGEES WERE RESETTLED. REFUGEES ARE INDIVIDUALS WHO COME TO THE UNITED STATES LEGALLY BECAUSE THEY HAVE BEEN FORCED TO LEAVE THEIR HOMELAND DUE TO WAR AND PERSECUTION. RESETTLEMENT EFFORTS INCLUDE ASSISTING WITH HOUSING, FOOD, TRANSPORTATION, CULTURAL ORIENTATION AND JOB PLACEMENT FOR THE FIRST 90 TO 180 DAYS. 1303282 0 10379 FOOD PANTRY AND OUTREACH SERVICES: 7,434 FAMILIES RECEIVED AN EMERGENCY FOOD BOX (18,310 TOTAL PERSONS SERVED). 7,434 UNDUPLICATED HOUSEHOLDS RECEIVED ONE OR MORE OF THE FOLLOWING SERVICES IN FY23: FOOD BOX, INFANT FORMULA, DIAPERS, PERSONAL HYGIENE AND BABY WIPES. 94,892 PEOPLE WERE SERVED AT OUR FOOD COUNTER IN FY23. 1206942 66174 3521 DOMESTIC VIOLENCE AND SEXUAL ABUSE PROGRAM: IT HAS ASSISTED 1,110 VICTIMS OF DOMESTIC VIOLENCE AND 220 VICTIMS OF SEXUAL ASSAULT INCLUDING 31 HUMAN TRAFFICKING SURVIVORS. THE PROGRAM HAS PROVIDED SHELTER TO 60 FAMILIES THAT INCLUDED 116 INDIVIDUALS FOR A TOTAL OF 3094 NIGHTS OF SHELTER. IT HAS PROVIDED ONE-ON-ONE COUNSELING TO 631 SURVIVORS, GROUP COUNSELING TO 234 SURVIVORS, ASSISTED 496 PEOPLE IN CRIMINAL COURT AND 271 PEOPLE IN CIVIL COURT AND 219 WITH HOUSING AND FINANCIAL ADVOCACY. THE PROGRAM STAFF/VOLUNTEERS ALSO RESPONDED TO 47 HOSPITAL EMERGENCY DEPARTMENT CALLS FOR ASSISTANCE FOR SURVIVORS AFTER SEXUAL ASSAULT OR DOMESTIC VIOLENCE. 474893 0 0 EMERGENCY FAMILY SHELTER: 140 UNDUPLICATED FAMILIES AND 392 PEOPLE (COMPRISED OF 170 ADULTS AND 222 CHILDREN) FOUND SHELTER LAST YEAR. CATHOLIC CHARITIES OFFERS SERVICES TO FAMILIES WHO ARE WORKING TO MOVE FORM HOMELESSNESS TO SELF-SUFFICIENCY. 400653 0 82284 COUNSELING: 161 UNDUPLICATED CLIENTS RECEIVED PROFESSIONAL COUNSELING BY LICENSED THERAPISTS, WHO PROVIDED 1,900 THERAPY SESSIONS. 875546 0 82284 4708679 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X BARBARA DECKER 5152437653 601 GRAND AVENUE DES MOINES IA 50309 BISHOP JOENSEN WILLIAM M BOARD CHAIR & PRESIDENT 1.00 X X 0 0 0 WELP CHRISTOPHER BOARD VICE CHAIR 0.50 X X 0 0 0 WITTE MARK TREASURER 0.50 X X 0 0 0 BUSCHER DAN DIRECTOR 0.50 X 0 0 0 DIDONATO ANN DIRECTOR 0.50 X 0 0 0 HEININGER ERIC DIRECTOR 0.50 X 0 0 0 HOFFMANN REV LAWRENCE R DIRECTOR 0.50 X 0 0 0 LILLIS JOYCE DIRECTOR 0.50 X 0 0 0 LUTH SARAH DICKHUT DIRECTOR 0.50 X 0 0 0 RIVAS RONNA S DIRECTOR 0.50 X 0 0 0 STOPULOS JOE DIRECTOR 0.50 X 0 0 0 TORRES RACHEL DIRECTOR 0.50 X 0 0 0 WENMAN LAURA DIRECTOR 0.50 X 0 0 0 WILKINSON ROBYN DIRECTOR 0.50 X 0 0 0 DECKER BARBARA EXECUTIVE DIRECTOR 40.00 X 104587 0 10574 KURTH JASON SECRETARY 1.00 X 0 89565 18605 104587 89565 29179 1 0 0 0 0 30333 39891 697706 2306550 2324912 1170018 5399392 COUNSELING FEES 624100 82284 82284 82284 113197 113197 18102 0 18102 18102 18102 47195 159688 -112493 -112493 -112493 6694 39891 11000 -4306 -4306 MISCELLANEOUS INCOME 624100 20325 20325 20325 5516501 120711 0 -3602 488737 488737 122618 42916 61309 18393 2137569 1852322 150518 134729 37432 30219 4345 2868 220038 169898 32037 18103 172048 138817 22264 10967 7160 7160 20507 20507 514894 290607 214242 10045 27936 4399 349 23188 109027 82653 5935 20439 301501 240437 61064 48928 45504 3068 356 5225 1751 2565 909 137800 124911 12889 DONATED FOOD & SUPPLIES 1170018 1170018 MINOR EQUIPMENT AND SOF 19773 8312 11461 PRINTING & PUBLICATIONS 19123 7345 1409 10369 DUES 13923 7403 3765 2755 -1313 2430 1494 -5237 5572944 4708679 616381 247884 5163 50632 343632 570386 2026 0 4292694 2384018 1977756 1908676 67682 88194 4950167 5137173 7346426 7755061 149223 349788 14322 28571 163545 378359 X 6206295 6392918 976586 983784 7182881 7376702 7346426 7755061 X -56443 244082 6182 X X 0 1 X 1 1 1 X 3166396 3349664 4402153 6433545 5399392 22751150 3166396 3349664 4402153 6433545 5399392 22751150 22751150 135600 113489 97391 90041 113197 549718 23300868 405435 0.97640 0.97560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81589 9781 91370 185461 -9235 94637 81589 94498 63753 27210 185461 86057 8441 94498 118030 -3918 28055 86057 0.00000 0.00000 1.00000 0 0 332570 332570 3092040 1676073 1415967 81255 17774 63481 681831 617977 63854 104998 72194 32804 1908676 SPLIT INTEREST AGREEMENTS RECEIVABLE 52240 UNDIVIDED INTEREST-INVESTMENT FUNDS @ CATHOLIC FOUNDATION 4915973 DUE FROM AFFILIATES 168960 5137173 FUNDS HELD FOR OTHERS 28571 28571 X 5777765 244082 6182 250264 5527501 -11000 -11000 5516501 5583944 11000 11000 5572944 0 5572944 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW, WHICH PROVIDES INCOME TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE INTERNAL REVENUE SERVICE HAS NOT DETERMINED THAT THE ORGANIZATION IS A PRIVATE FOUNDATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR EVALUATING UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST GIFTS 6,182. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENTS - DIRECT EXPENSES -11,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS - DIRECT EXPENSES 11,000. PART V, LINE 4: THE COUNCIL'S ENDOWMENT FUNDS CONSIST OF PERMANENTLY RESTRICTED NET ASSETS WHICH PROVIDE THAT THE PRINCIPAL BE INVESTED IN PERPETUITY AND THE INCOME ONLY BE USED TO SUPPORT THE OPERATIONS OF THE OUTREACH CENTER. SHAMROCKS 46585 39891 6694 1500 5828 900 2772 46585 39891 6694 1500 5828 900 2772 11000 -4306 1 DOMESTIC VIOLENCE - RENT AND UTILITY ASSISTANCE, TRANSPORTATION ASSISTANCE, AND FINANCIAL ASSISTANCE FOR MEDICAL PRESCRIPTIONS, RELOCATION, AND STORAGE. 136 66174 REFUGEE - FINANCIAL ASSISTANCE FOR REFUGEES, WHICH DEPENDS ON THE FAMILY SIZE AND IS USED TO COVER THE EXPENSES OF HOUSING, TRANSPORTATION, CELLULAR COMMUNICATION, HOUSEHOLD GOODS, FOOD AND POCKET MONEY FOR THE FIRST 90 DAYS. FINANCIAL ASSISTANCE IS ALSO APPLIED TO CLIENTS ENROLLED IN THE MATCHING GRANT PROGRAM FOR UP TO 180 DAYS, IN WHICH EMPLOYMENT NEEDS, HOUSING AND UTILITIES ARE COVERED IN ADDITION TO THE ITEMS MENTIONED ABOVE. 129 422563 PART I, LINE 2: THE REFUGEE RESETTLEMENT PROGRAM GRANT REQUIRES US TO PROVIDE $1,125 PER PERSON DURING THE 90 DAY PERIOD CLIENTS ARE ENROLLED IN PROGRAM. THIS MONEY IS USED FOR HOUSING, HOUSEHOLD GOODS, FOOD AND POCKET MONEY. A BUDGET IS PREPARED AND MONITORED WITH THE CLIENT'S CASE MANAGERS. FUNDING CAN BE EXTENDED IF CLIENTS MEET GRANT REQUIREMENTS AND ARE ACCEPTED INTO THE MATCHING GRANT EMPLOYMENT PROGRAM, WHICH ASSISTS REFUGEES IN PREPARING FOR AND FINDING EMPLOYMENT. THE DOMESTIC VIOLENCE PROGRAM AND SEXUAL ASSAULT PROGRAM, A CASELOAD MANAGER CAN REQUEST FINANCIAL ASSISTANCE FOR A CLIENT WITH APPROVAL FROM THE PROGRAM MANAGER. A SMALL FUND IS RESTRICTED FOR USE IN CASES WHERE IT APPEARS THAT A FAMILY COULD QUICKLY MOVE TOWARDS SELF-SUFFICIENCY WITH ASSISTANCE. IN THE DOMESTIC VIOLENCE AND SEXUAL ASSAULT PROGRAM PROGRAM, ASSISTANCE MAY BE PROVIDED TO MOVE A CLIENT TO SAFETY OR OBTAIN NEEDED MEDICAL PRESCRIPTIONS. X 86674 FMV X 413408 168344 FMV X MEAL PROVIDERS 12775 36493 FMV 0 0 0 PART I, COLUMN (B): FOOD INVENTORY IS THE NUMBER OF POUNDS DONATED. MEAL PROVIDERS IS THE NUMBER OF MEALS PROVIDED. FORM 990, PART VI, SECTION A, LINE 3 FOR PAYROLL REPORTING PURPOSES, THE CATHOLIC COUNCIL FOR SOCIAL CONCERN, INC. IS INCLUDED UNDER THE ROMAN CATHOLIC DIOCESE OF DES MOINES' TAXPAYER IDENTIFICATION NUMBER. AS A RESULT, THE COUNCIL DOES NOT REPORT EMPLOYEES ON FORM 990, PAGE 5, LINE 2A, BUT DOES REPORT SALARIES ON FORM 990, PAGE 10, THE STATEMENT OF FUNCTIONAL EXPENSES, FOR PERSONNEL THAT PERFORM DUTIES FOR THE COUNCIL. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FIVE VOTING MEMBERS INCLUDING THE BISHOP OF THE ROMAN CATHOLIC DIOCESE OF DES MOINES (THE "DIOCESE"), THE VICAR GENERAL OF THE DIOCESE, A SENIOR STAFF OF THE DIOCESE SUBJECT TO ANNUAL REAPPOINTMENT BY THE BISHOP, AND TWO LAY MEMBERS SUBJECT TO ANNUAL REAPPOINTMENT BY THE BISHOP. FORM 990, PART VI, SECTION A, LINE 7A THE BISHOP OF THE ROMAN CATHOLIC DIOCESE OF DES MOINES (A MEMBER OF THE CORPORATION) SHALL APPOINT TWO PERSONS TO REPRESENT THE FIVE MEMBERS OF THE CATHOLIC CHARITIES 42-0680464 CATHOLIC COUNCIL FOR SOCIAL CONCERN, INC CORPORATION. THE FIVE MEMBERS OF THE CORPORATION SHALL APPOINT THE REMAINING MEMBERS OF THE BOARD OF DIRECTORS FROM A SLATE OF CANDIDATES APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS SHALL REQUIRE A TWO-THIRDS VOTE BY THE BOARD OF DIRECTORS AND A MAJORITY VOTE OF THE FIVE MEMBERS OF THE CORPORATION: 1) THE VOLUNTARY SALE, LEASE OR TRANSFER, OR DISPOSITION OF SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION 2) THE MERGER OR CONSOLIDATION WITH ANY OTHER CORPORATION 3) THE VOLUNTARY DISSOLUTION OF THE CORPORATION; AND 4) AMENDMENT OF THE ARTICLES OF INCORPORATION AND BY-LAWS OF THE CORPORATION. IN ADDITION, ANY DIRECTOR MAY BE REMOVED BY THE MAJORITY VOTE OF THE FIVE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT AND THE BOARD OF DIRECTORS REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE MEMBERS OF THE BOARD OF DIRECTORS AND MONITORED BY THE EXECUTIVE DIRECTOR. ANY CONFLICTS ARE DISCLOSED, AND BOARD MEMBERS WILL ABSTAIN FROM ANY VOTES IN WHICH THEY HAVE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE OF THE CATHOLIC COUNCIL FOR SOCIAL CONCERN, INC. A SALARY REVIEW UTILIZING INFORMATION FROM A NATIONAL ASSOCIATION FOR SIMILAR ORGANIZATIONS WAS USED IN THIS REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS WEBSITE, WWW.CATHOLICCHARITIESDM.ORG. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST GIFTS 6,182. FORM 990, PART XII, LINE 2C: NO CHANGES WERE MADE IN THE OVERSIGHT OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT. DIOCESE OF DES MOINES 601 GRAND AVE DES MOINES IA 50309 420680255 PROMOTE SPIRITUAL INTEREST AND TEMPORAL AFFAIRS OF CATHOLIC CHURCH IA 501(C)(3) LINE 1 0 THE CATHOLIC FOUNDATION OF SOUTHWEST IOWA 601 GRAND AVE DES MOINES IA 50309 455577090 RECEIVE, MANAGE AND DISBURSE FUNDS TO AID CATHOLIC INITIATIVES IA 501(C)(3) LINE 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 DIOCESE OF DES MOINES C 379138 CASH TRANSFERRED THE CATHOLIC FOUNDATION OF SOUTHWEST IOWA C 318568 CASH TRANSFERRED DIOCESE OF DES MOINES P 181583 CASH TRANSFERRED