2024-11-14T08:49:37-07:00 2023-12-31 J Alan Martin CPA 809 Shady Bend Drive Kennedale TX 76060 990 2023-01-01 750808769 CATHOLIC CHARITIES DIOCESE OF FORT WORTH CATH 8175340814 249 West Thornhill Drive Fort Worth TX 76115 Joshua Audi VP Administration/CFO 8175340814 2024-11-08 0 1 James Alan Martin P00546866 8173196030 2024-09-12 X 2023 2024-10-15 13:58:12Z CATHOLIC CHARITIES FORT WORTH Michael Iglio 249 W Thornhill Drive Fort Worth TX 76115 289471107 0 0928 X www.CatholicCharitiesFortWorth.org X 1971 TX To provide service to those in need, to advocate compassion and justice in the structures of society, and to call all people of good will to do the same. Our vision is ending poverty, one family at a time. 18 18 420 438 0 0 138404670 282131159 3437712 3573347 295094 33540 -1898874 3290709 140238602 289028755 118853063 216570552 0 0 19394393 21790370 0 0 1926231 8581926 46323790 146829382 284684712 -6590780 4344043 53487094 73149988 24434319 39406092 29052775 33743896 To provide services to those in need, to advocate compassion and justice in the structures of society, and to call all people of good will to do the same. Our vision is ending poverty, one family at a time. 0 0 239183448 194931637 239183331 TEXAS OFFICE FOR REFUGEES - Catholic Charities has served as leader of the North Texas Region since 2017, coordinating the activities of all sub-recipients in the region that provide services to refugees, and disbursing funding from the Office of Refugee Resettlement (ORR) of the U.S. Department of Health and Human Services to our sub-recipients. During 2021, Catholic Charities was selected to serve as the leader for the entire state of Texas, coordinating the activities of all sub-recipients in the state that provide services to refugees, and dispensing funding from ORR. Ther Texas Office for Refugees began transitioning into its expanded role during the Fall of 2021 and was fully operational in 2022 and 2023. 25919893 19716939 26361711 REFUGEE SERVICES - Provides short-term assistance to eligible new arrivals, as well as case management services, cultural orientation, English as a Foreign Language classes, job readiness and employment services. All these services are designed to facilitate refugees' successful transition in the U.S. and help them to attain self-sufficiency. 4563184 899347 2098359 FINANCIAL STABILIZATION SERVICES - These programs provide compassionate services by performing an initial needs assessment of a client and linking them to the appropriate Catholic Charities program or other community resources. Some activities include intensive case management, which addresses the needs of the whole person, not based off of funding parameters but by working to build and grow the strengths of each individual. Emergency rental, utility, and other assistance are available to Tarrant County residents and residents of surrounding counties in the Diocese. Disaster response services are also included, which equip staff to respond to and assist in disaster response situations, such as our responses with COVID-19 and weather-related disasters. 8901934 1022629 0 WORKFORCE AND EDUCATION SERVICES - Several programs provide individuals with the resources and opportunities needed to obtain a living wage employment, including educational opportunities in targeted industries, and job placement services. Comprehensive support services are provided to low income students with the goal of helping them persist in school and obtain their degree. Services are targeted at helping students overcome obstacles outside of the classroom which might otherwise result in the student having to drop out of college. FAMILY SERVICES - These programs are designed to support the structure of a healthy family by offering free health assessments, pregnancy through early childhood education, and other support to strengthen families. MENTAL & HEALTH SERVICES -Licensed professionals provide high quality mental health services for children, adolescents, adults, couples, and families to help with life's challenges. Financial assistance is available to assist with the cost of both mental and physical health services. Counseling and health services are provided on-site and at several parishes in the diocese. SOCIAL ENTERPRISES - The goal of Catholic Charities social enterprises is to provide key services need by the community while generating a surplus for Catholic Charities to grow services in other areas. Our social enterprises of Transportation and Immigration services provide these critical services for the community while our dental clinic address the dental needs of low income, uninsured, individuals and families. SUPPORTIVE PROGRAMS - Several programs provide oversight and strategic planning for operation of Catholic Charities, along with support to programs by ensuring that in-kind donation and volunteer needs are met by donors. They also work with diocesan parishes on their disaster planning and preparedness and to strengthen the relationship between Catholic Charities and the parishes throughout the Diocese. 8901934 1022629 0 278568459 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 364 0 1 420 1 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Josh Audi 8174133907 249 West Thornhill Drive Fort Worth TX 76115 Michael Iglio President/CEO (partial year) 40 0 X 214754 0 31571 Christopher Plumlee Former President/CEO 0 0 X 196667 0 0 Josh Audi VP Administration/CFO 40 0 X 162074 0 18288 Kristy Brown Director of Advancement 40 0 X 129076 0 19207 Ronna Huckaby Chief Services Officer (partial year) 40 0 X 129901 0 13927 Jeff Demers Director of TXOR 40 0 X 110046 0 23357 Ramona A Taylor Dentist 40 0 X 106827 0 23217 Michael Reilly Director of Social Enterprises 40 0 X 109006 0 17888 Fr Anthony Chandler President/CEO (partial year) 40 0 X 120428 0 3483 Susan Vinson Director 40 0 X 108499 0 13056 Peter Hicks Chief Operating Officer (partial year) 40 0 X 89061 0 12097 Deb McNamara Past Board Chair 2 0 X X 0 0 0 Butch Bercher Secretary 2 0 X X 0 0 0 Caroline Cooley Treasurer & Finance Committee Chair 2 0 X X 0 0 0 Aaron Munoz Board Member 2 0 X 0 0 0 Al Lobo Board Member 2 0 X 0 0 0 Austin Barr Board Member 2 0 X 0 0 0 Barbara Merkle Board Member 2 0 X 0 0 0 Beth Kwasney Vice Chair 2 0 X X 0 0 0 Breda Shelton Board Member 2 0 X 0 0 0 Fr Jack McKone Board Member 2 0 X 0 0 0 James Meintjes Board Member 2 0 X 0 0 0 Jane Schoomaker Board Member (partial year) 2 0 X 0 0 0 Mari Gonzalez Board Member 2 0 X 0 0 0 Melissa Rankin Board Member 2 0 X 0 0 0 Pat Svacina Board Member 2 0 X 0 0 0 Steve McCans Board Member 2 0 X 0 0 0 Sunnie Sellers Board Member 2 0 X X 0 0 0 Victoria Nelson Board Member 2 0 X 0 0 0 Allison Rix Board Chair 2 0 X 0 0 0 1476339 0 176091 13 1 1 0 Cherokee Nation System Solutions LLC 777 W Cherokee Street Catoosa OK 74015 Statewide case management services 31559513 Post Monarch LLC Ladera Palms Apartments 4500 Campus Drive Fort Worth TX 76119 Client rental assistance 509109 Wipfli LLP 10000 W Innovation Drive Suite 250 Milwaukee WI 53226 Grant Management consulting 329140 Afghan Village LLC 6413 Hillcroft Street Houston TX 77081 Emergency food for refugees 305259 Translation and Interpretation Network Inc 249 W Thornhill Drive Fort Worth TX 76115 Interpretation services 242902 9 170660 0 0 0 270953075 11007424 0 282131159 3573347 3573347 0 0 3573347 366977 0 351049 0 15928 0 15928 15928 0 0 0 124843 0 91303 0 33540 33540 33540 0 0 0 Flow through entity gain 900099 3228984 3228984 0 0 Investment revenue 900099 110751 110751 0 0 Investment gains/(losses) 900099 -65012 -65012 0 0 58 58 0 0 3274781 289028755 6897596 0 0 X 194931637 194931637 21638915 21638915 0 0 0 0 1002169 203735 738527 59907 0 0 0 0 16949847 13486494 2197693 1265660 628577 534530 34420 59627 1847847 1549494 197931 100422 1361930 1076061 186308 99561 0 0 0 0 54543 50367 4176 0 66390 0 66390 0 0 0 0 0 0 0 0 0 0 0 41944772 41544700 283398 116674 25113 6823 3978 14312 658502 503384 51169 103949 0 0 0 0 0 0 0 0 905584 804341 72210 29033 702940 663171 23834 15935 0 0 0 0 14548 9928 3069 1551 0 0 0 0 0 0 0 0 438382 378027 46731 13624 146403 134278 5916 6209 Repairs and maintenance 411142 289274 113845 8023 Membership dues 57143 16130 38142 2871 Subscriptions and publications 879072 727943 122256 28873 19256 19227 29 0 284684712 278568459 4190022 1926231 2567943 3119779 125688 170780 1962 239969 24443284 40115376 0 0 0 0 83333 83333 0 0 92317 289800 18334770 8495057 10308804 9839713 2238035 2505216 0 0 0 0 0 0 13625728 16786022 53487094 73149988 23905355 38232508 0 0 515334 501491 0 0 0 0 0 0 0 0 0 0 13630 672093 24434319 39406092 X 28806490 32831445 246285 912451 29052775 33743896 53487094 73149988 4344043 347078 0 0 0 0 X 0 1 X 1 1 1 X 22101201 24649444 35041129 138404670 282131159 502327603 22101201 24649444 35041129 138404670 282131159 502327603 0 502327603 294099 119733 32103 78545 94926 619406 0 0 0 0 0 0 32323 11468 43736 37999 14872 140398 503087407 22620034 0.99849 0.99110 X Schedule A, Part II, Line 10 Credit card rewards and miscellaneous other income 13415922 766103 2665731 612016 0 202850 16032890 16366148 166370 -2557375 482306 0 76915 13415922 13777073 921466 1837327 20000 0 149718 16366148 11870771 1428426 1336240 795517 0 62847 13777073 10407012 79552 2103530 701140 0 18183 11870771 0.5131 0.4694 0.0175 0 1 1 0 265758 265758 0 13349522 4465824 8883698 0 0 0 0 0 1263052 1048070 214982 0 3456438 2981163 475275 9839713 Interest in Net Assets of Endowment 16032890 Ownership interest in Privately Held Company 209806 Operating lease right-of-use assets 543326 16786022 0 Operating lease liabilities 658824 Security deposits held for rental property 13269 672093 X 289734872 347078 7990 0 351049 706117 289028755 0 0 0 289028755 285043751 7990 0 0 351049 359039 284684712 0 0 0 284684712 Schedule D, Part V, Line 4 To acquire, hold, manage, distribute, and administer investment property for the exclusive benefit and support of Catholic Charities, Diocese of Fort Worth, Inc. Schedule D, Part X, Line 2 Catholic Charities recognizes in its financial statements the financial effects of a tax position, if that position is more likely than not, of being sustained upon examination, including resolution of any appeals or litigation processes, based upon the technical merits of the position. Tax positions taken by Catholic Charities have been reviewed, and management is of the opinion that material tax positions taken by Catholic Charities would more likely than not be sustained by examination. Accordingly, Catholic Charities has not recorded an income tax liability for uncertain tax positions. Schedule D, Part XI, Line 2d Expenses related to maintenance of rental real estate, recorded as expenses on audit but netted against rental revenue on Form 990. Schedule D, Part XII, Line 2d Expenses related to maintenance of rental real estate, recorded as expenses on audit but netted against rental revenue on Form 990. 1 International Rescue Committee 122 East 42ns Street New York NY 10168 135660870 501(c)(3) 52994620 0 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Catholic Charities of the Archdiocese of Galveston-Houston 2900 Louisiana Street Houston TX 77006 741109733 501(c)(3) 36772421 0 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Interfaith Ministries for Greater Houston 3303 Main Street Houston TX 77002 741488102 501(c)(3) 30106835 0 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. YMCA International Services 1331 Augusta Drive Houston TX 77253 741109737 501(c)(3) 29710963 0 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Alliance for Multicultural Community Services 6440 Hillcroft Avenue Suite 431 Houston TX 77081 760171217 501(c)(3) 16837655 0 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Catholic Charities of Dallas 9461 LBJ Freeway Suite 128 Dallas TX 75243 752745221 501(c)(3) 8372503 0 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Refugee Services of Texas 9241 LBJ Freeway Suite 210 Dallas TX 75243 751618251 501(c)(3) 8090357 0 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. World Relief Corp of National Association of Evangelicals 7 East Baltimore Street Baltimore MD 21202 236393344 501(c)(3) 7195487 0 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. AETAS d/b/a Bilingual Education Institute 6060 Richmond Avenue Suite 180 Houston TX 77057 501(c)(3) 3242584 0 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Mosaic Family Services 12225 Greenville Avenue Dallas TX 75243 752484565 501(c)(3) 1469237 0 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Hmong-American Planning and Development Center 2307 Oak Lane Suite 207 Grand Prairie TX 75051 752056461 501(c)(3) 138975 0 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. 11 0 Housing & household goods, utilities, transportation, food, medical, school or work clothing, childcare, education & training, and qualified living expenses 9461 21638825 0 Schedule I, Part I, Line 2 Program policies and procedures are written based on both grant eligibility guidelines and best practices to operate the programs. We monitor both programmatic and fiscal compliance through the program manager and director over each program as well as through the staff accountant and finance manager. Our output and outcome process is reviewed at least monthly through our work plans to ensure successful and compliant execution of program goals. X X X X 1 0 0 0 0 0 0 0 0 Christopher Plumlee Former President/CEO 196667 0 0 0 0 0 0 0 0 0 196667 0 0 0 Michael Iglio President/CEO (partial year) 214754 0 0 0 0 0 13604 0 17967 0 246325 0 0 0 Josh Audi VP Administration/CFO 162074 0 0 0 0 0 9917 0 8371 0 180362 0 0 0 Schedule J, Part I, Line 4 Christopher Plumlee, former President/CEO, received compensation of $196,667 in 2023 under a separation agreement. Open Integration Consulting Inc Owner of company is spouse of Mari Gonzalez, Board Member 52759 Information technology and network administration support 0 0 0 1 Schedule M, Part I, Line 32b Catholic Charities Fort Worth uses a third party to process vehicle donations for vehicles that are unable to be given to clients. Form 990, Part VI, Section A, Line 6 There is only one class of Members in Catholic Charities and said Members are all voting members. Form 990, Part VI, Section A, Line 7a The Members have the power to elect the Directors of Catholic Charities and to fill vacancies on the Board of Directors. Form 990, Part VI, Section A, Line 7b The Members have all rights, powers and authority allowed or given to the Members by the Texas Non-Profit Corporation Act. In addition to the rights, powers, and authority allowed or given by the Texas Non-Profit Corporation Act, the following powers are reserved exclusively for the Members and no attempted exercise of any such powers by anyone other than the Members shall be valid or of any force or effect whatsoever. 1) To assign assets for the benefit of creditors of Catholic Charities, 2) To confess a judgment against Catholic Charities, 3) To file a bankruptcy for Catholic Charities, 4) To alter, amend, or repeal the Bylaws or the Certificate of Formation of Catholic Charities, or to adopt new Bylaws or a new Certificate of Formation, 5) To merge, consolidate, reorganize, or dissolve Catholic Charities or to approve affiliations of Catholic Charities with any other organization, 6) To sell, lease, exchange, or otherwise dispose of all or substantially all of the assets of Catholic Charities, 7) To accept for Catholic Charities any contributions or gifts to which a condition or a moral obligation is attached, 8) To change or determine the mission and identity of Catholic Charities and to approve long range plans as they relate to the mission and identity of Catholic Charities, 9) To approve the purchase, sale, lease, transfer, encumbrance, construction, or destruction of land and buildings owned by Catholic Charities or in which Catholic Charities has legal or equitable title, 10) To approve public fundraising campaigns in the name of or for the benefit of Catholic Charities, 11) To approve any loan when the total indebtedness of Catholic Charities will exceed three percent (3%) of Catholic Charities' annual income, 12) To change the Registered Agent of Catholic Charities, 13) To participate in the search committee for the President/CEO, and 14) To approve the selection, hiring, hiring and termination of the President/CEO. Form 990, Part VI, Section B, Line 11b Review of the Form 990 begins at the CEO/President and CFO/VP of Administration level for accuracy of information. The Form 990 is then presented to the Finance Committee of the Board for review and recommendation to the full Board of Directors based on their review of the document. Form 990, Part VI, Section B, Line 12c Monitoring of conflicts of interest: The Conflict of Interest Policy requires that each new Board Member and employee review the policy and annually disclose any potential conflicts. Additionally, the policy states that information regarding business interests of Board Members, Directors, employees, or family members will be treated as confidential and shall generally be made available only to the Chair of the Board, the President, and any committee appointed to address conflicts of interest, except to the extent additional disclosure is necessary in connection with the implementation of this policy. Form 990, Part VI, Section B, Line 15 The President/CEO's salary and benefits are approved at the Board of Director's level which is spelled out in Article X - 10 9 under the Executive Committee Responsibilities in the Agency Bylaws. The Executive Committee is responsible for completing a yearly performance evaluation based on the President/CEO's job description and other excellence plan items established at the beginning of each performance evaluation period. The Executive Committee is then responsible for making a recommendation to the full Board of Directors for salary and fringe increases for the President/CEO. The salary and fringe recommendations are based on performance and industry survey guidelines for similar Executive Director positions in the social service non-profit sector. Various non-profit surveys are used to evaluate this. Other management executives are evaluated on a similar process but at the President/CEO level. The President/CEO is responsible for completing a yearly performance evaluation of the VP's on the management team based on their job descriptions and other excellence plan items established at the beginning of each performance evaluation period. The President/CEO is then responsible for making sure the Agency budget will cover the recommended raises. Salary range levels are established for each level of the organization through an Agency pay grade system. The Board of Directors are responsible for the approval of the budget for the Agency, which would include these raises. Form 990, Part VI, Section C, Line 19 Catholic Charities, Diocese of Fort Worth, Inc makes the Agency Financial Statements and Form 990 available through GUIDESTAR.ORG each year after completion of the audit. These items, plus the governing documents and conflict of interest policies, are made available for review at the 249 W Thornhill Drive, Fort Worth, TX 76115 location during normal business hours of the Agency. Form 990, Part IX, Line 11g Fees for Services-Other is primarily composed of: Case Management Services ($41,170,140), Grant Management Services ($339,611), Translation and Interpretation Services ($247,031), Data Processing Services ($121,971), Medical and Dental Services ($42,522) and Miscellaneous ($23,496). Catholic Charities Diocese of Fort Worth Endowment Inc PO Box 15610 Fort Worth TX 76119 454094964 Endowment Organization TX 501(c)(3) Line 7 N/A 0 Catholic Diocese of Fort Worth 800 West Loop 820 South Fort Worth TX 76108 237052369 Church TX 501(c)(3) Line 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Catholic Charities Diocese of Fort Worth Endowment Inc p 86135 Reimbursement for direct expenses related to fundraising activities on behalf of the Catholic Charities, Diocese of Fort Worth Endowment, Inc. Catholic Charities Diocese of Fort Worth Endowment Inc c 612016 Distribution in the form of a cash grant received from Catholic Charities, Diocese of Fort Worth, Inc.