2024-11-15T16:05:37-06:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 15950 N DALLAS PKWY 600 DALLAS TX 75248 990 2023-07-01 752745221 CATHOLIC CHARITIES OF DALLAS INC CATH 8662237500 1421 W MOCKINGBIRD LANE DALLAS TX 75247 DAVE WOODYARD PRESIDENT & CEO 8662237500 2024-11-15 1 1 MATTHEW PETROSKI P00853132 9726611843 2024-11-15 2023 2024-10-15 13:58:12Z DAVE WOODYARD 1421 W MOCKINGBIRD LANE DALLAS TX 75247 45995365 0 0928 X WWW.CCDALLAS.ORG X 1997 TX CATHOLIC CHARITIES DALLAS HELPS OUR COMMUNITY'S MOST VULNERABLE BY TAKING ON THE EFFECTS OF POVERTY AND HELPING ALL THOSE IN CRISIS MOVE TOWARDS A BETTER LIFE. ANNUALLY, WE SERVED 181,605 PEOPLE IN NEED IN A 9 COUNTY REGION IN NORTH TEXAS. 27 27 330 2575 0 0 40383112 39799315 2169319 3203809 128554 337286 684532 1943864 43365517 45284274 19590629 13562882 0 0 17656460 18666323 47250 54975 1337252 5896393 11546781 43190732 43830961 174785 1453313 40358469 42609652 3386023 1932725 36972446 40676927 X CATHOLIC CHARITIES CALLS THE COMMUNITY TO ACTION TO JOIN US IN ADDRESSING THE ROOT CAUSES OF POVERTY, HUNGER, AND HOMELESSNESS BY SERVING, EDUCATING, AND EMPOWERING ALL THOSE IN NEED. ANNUALLY CCD SERVED 181,605 PEOPLE IN NEED OVER A NINE COUNTY SERVICE AREA. 0 0 14571887 9417088 421202 REFUGEE RESETTLEMENT - CATHOLIC CHARITIES DALLAS BEGAN RESETTLING REFUGEES IN THE LATE 1970S AND CONTINUES TO HELP THOSE FLEEING THEIR HOMES AND COMMUNITIES TO ESCAPE WAR, PERSECUTION, OR DEATH. WE ARE FIRST RESPONDERS TO THESE REFUGEES. WELCOMING AND ORIENTING THEM TO THEIR NEW COMMUNITY, FINDING SUITABLE HOUSING PROVIDING FOOD, CLOTHING, HOUSEHOLD GOODS AND OTHER NECESSITIES, AND AIDING IN LOCATING EMPLOYMENT. WE ALSO PROVIDE ENGLISH LANGUAGE AND OTHER SKILLS TRAINING. ALONG WITH ONGOING CASE MANAGEMENT SERVICES TO PROMOTE SELF-SUFFICIENCY AND CULTURAL ADJUSTMENT AND ASSIMILATION. THIS PAST YEAR, WE PROVIDED SUPPORT TO 3,702 REFUGEES. 4423366 619429 289220 CHILDREN SERVICES - AT CATHOLIC CHARITIES DALLAS, WE PROVIDE AN ARRAY OF SERVICES TO SUPPORT UNACCOMPANIED REFUGEE MINORS. THESE ARE MINORS WHO HAVE BEEN DESIGNATED AS A REFUGEE, AN ASYLEE, A VICTIM OF HUMAN TRAFFICKING, OR A SPECIAL IMMIGRANT JUVENILE, AND ARE REFERRED TO US THROUGH THE UNITED SATES CONFERENCE OF CATHOLIC BISHOPS AND OFFICE OF REFUGEE RESETTLEMENT. WE ALSO SERVE UNACCOMPANIED CHILDREN WHO ARE MINORS WHO HAVE ENTERED THE USA WITHOUT PROPER DOCUMENTATION AND WHO WERE SUBSEQUENTLY APPREHENDED BY THE DEPARTMENT OF HOMELAND SECURITY BUT ARE ELIGIBLE FOR CARE. OUR TOP PRIORITY IS CREATING SAFE, WELCOMING ENVIRONMENTS WHERE WE CAN ENSURE THEIR WELL-BEING, WHILE WE HELP RETURN THEM TO THEIR FAMILIES. THIS PAST YEAR, WE PROVIDED SUPPORT TO 234 CHILDREN. 3455491 2592519 DISASTER SERVICES - CATHOLIC CHARITIES DALLAS DISASTER RESPONSE TEAM MOBILIZES QUICKLY AND ARE OFTEN THE FIRST RESPONDERS IN THE AREA. ONE OF THE BENEFITS OF CCD DISASTER RELIEF SERVICES IS THAT WE HAVE THE ADVANTAGE OF KNOWING OUR COMMUNITIES VERY WELL. THEREFORE, WE CAN ESPECIALLY MINISTER TO INDIVIDUALS AND COMMUNITIES' SPECIFIC NEEDS. CCD IS COMMITTED TO PROVIDING IMMEDIATE AND LONG-TERM RELIEF. WE WORK HARD TO HELP INDIVIDUALS, FAMILIES, AND COMMUNITIES REBUILD AND RESTORE THEIR HOMES AND LIVES. OUR GOAL IS TO PROVIDE IMMEDIATE AND STABILIZING SUPPORT (SHORT-TERM HOUSING VOUCHERS, EMERGENCY FINANCIAL ASSISTANCE, ACCESS TO OUR FOOD PANTRIES AND CARDS) TO FAMILIES IN NEED. WE THEN WORK OVER THE LONG-TERM TO HELP THEM GET BACK ON THEIR FEET. 17207547 933846 2493387 IMMIGRATION SERVICES - CATHOLIC CHARITIES DALLAS PROVIDES LEGAL ANDSUPPORT SERVICES FOR THE IMMIGRANT COMMUNITY, HELPING WITH NATURALIZATION/CITIZENSHIP APPLICATIONS, FAMILY VISA PETITIONS, APPLICATIONS FOR DEFERRED ACTION FOR CHILDHOOD APPROVALS (DACA), DOCUMENT RENEWALS AND REPLACEMENTS, AND PERMANENT RESIDENT APPLICATIONS. FOR REFUGEES AND ASYLEES. WE PROACTIVELY REACH OUT TO THE IMMIGRANTCOMMUNITY OFFERING REGULAR KNOW YOUR RIGHTS WORKSHOPS AND WORK DIRECTLY WITH IMMIGRANT VICTIMS OF CRIMES IN SECURING VISAS. WE PROVIDE PATHWAYS TO CITIZENSHIP AND STRIVE TO SERVE AS A ONE-STOP RESOURCE FOR THOSE WORKING TO STAY IN THE COUNTRY LEGALLY.FINANCIAL STABILITY AND CAREER SERVICES - HELPING THOSE SEEKING TO ESCAPE THE CYCLE OF POVERTY AND ACHIEVE SELF-SUFFICIENCY IS A PRIMARY MISSION AREA FOR CATHOLIC CHARITIES DALLAS. WE UTILITIZE THE WORKING FAMILIES SUCCESS MODEL, AN INTEGRATED APPROACH ENCOMPASSING INCOME SUPPORTS, FINANCIAL COACHING AND EMPLOYMENT SERVICES. THROUGH COMMUNITY-BASED FOOD PANTRIES, WE OFFER NUTRITIONALLY BALANCED FOOD BOXES AND WE OFFER FRESH PRODUCE THROUGH OUR CHOICE PANTRY; WE ALSO PROVIDE SHORT-TERM FINANCIAL ASSISTANCE TO STABILIZE FAMILIES IN NEED OF SUPPORT WITH THEIR RENT/MORTGAGE OR UTILITY PAYMENTS. WE WORK WITH CLIENTS ONE-ON-ONE TO DEVELOP REASONABLE BUDGETS AND UTILIZE FISCAL MANAGEMENT "BEST PRACTICES AND FINANCIAL TECHNOLOGY TOOLS TO HELP THEM BUILD THEIR SAVINGS, REDUCE THEIR DEBTS AND INCREASE THEIR OVERALL CREDIT SCORES. ADDITIONAL SUPPORT IN THE FORM OF VOCATIONAL OR SKILLS TRAINING, CAREER COUNSELING AND JOB PLACEMENT SERVICES HELP CLIENTS REACH THEIR POTENTIAL IN THE JOB MARKET AND FURTHER STABILIZE THEIR FAMILIES.AS ONE OF THE LEADING SOCIAL SERVICES PROVIDERS IN NORTH TEXAS, CATHOLIC CHARITIES DALLAS OFFERS A CONTINUUM OF SERVICES SPANNING FROM EARLY CHILDHOOD THROUGH THE ELDERLY. WE OFFER PREGNANCY, ADOPTION AND PARENTING COUNSELING AND SUPPORT SERVICES, HELPING CHILDREN FIND THEIR FOREVER HOMES, CONNECTING FAMILIES SEEKING TO ADOPT WITH EXPECTANT BIRTH PARENTS, AND GIVING EXPECTANT AND NEW PARENTS THE TOOLS AND RESOURCES NECESSARY TO SUCCESSFULLY NAVIGATE THEIR NEW JOURNEY. IN 2024 WE STARTED A PROGRAM FOR PREGNANT WOMEN TO LIVE IN A SAFE ENVIRONMENT. EDUCATION PROGRAMS STRIVE TO GIVE YOUNG CHILDREN AN EARLY START ON THEIR EDUCATION, WE PROVIDE A DUAL-GENERATION EARLY LEARNING PROGRAM THAT HELPS CHILDREN AGES BIRTH TO 5 ADVANCE THEIR LANGUAGE AND COGNITIVE SKILLS TO BE "KINDERGARDEN-READY," WHILE WE SUPPORT THEIR PARENTS WITH ESL, GED AND PARENTING CLASSES AND HELP THEM BE MORE ENGAGED IN THEIR CHILDREN'S EDUCATION. TO BOOST ACADEMIC PROGRESS IN SCHOOL-AGE CHILDREN (K-6TH GRADE), WE OFFER DAILY AFTER-SCHOOL INSTRUCTION AND TUTORING IN THE AREAS OF READING AND MATH. TO COMBAT "SUMMER SLIDE," WE OFFER A DAILY SUMMER CAMP THAT FOCUSES ON ACADEMIC MILESTONES AND ALSO PROVIDES SWIMMING LESSONS. OUR BRADY SENIOR SERVICES PROGRAM OFFERS A WELCOMING, NURTURING CENTER FOR LOW-INCOME ELDERLY. DAILY PROGRAMMING IN THE AREAS OF MENTAL HEALTH, PHYSICAL FITNESS AND HEALTH, EDUCATION AND SOCIAL ACTIVITIES KEEP THEM ENGAGED AND MORE LIKELY TO REMAIN INDEPENDENT. WEALSO PROVIDE DAILY MEALS TO ENSURE THEY ARE RECEIVING PROPER NUTRITION.ADDRESSING HOMELESSNESS AND HOUSING INSECURITY IS A MAJOR STRATEGIC PRIORITY AND ONE WE HAVE INVESTED IN WITH THE RECENT ADDITION AND MANAGEMENT OF THREEFACILITIES: ST. JUDE CENTER-FOREST, WHICH OPENED IN LATE 2018 AND PROVIDES LONG-TERM, PERMANENT SUPPORTIVE HOUSING FOR 104FORMERLY CHRONICALLY HOMELESS SENIORS, INCLUDING VETERANS; AND ST. JUDE CENTER-PARK CENTRAL: A 180-UNIT, SHORT-TERM HOUSING COMMUNITY THAT OPENED IN DECEMBER 2020 IN A FORMER HOTEL AND HAS SINCE PROVIDED SHORT-TERM HOUSING FOR HOMELESS IMPACTED BY COVID-19 AND BY INCLEMENT WEATHER. ST. JUDE VANTAGE POINT WILL OPEN IN OUR 1ST QTR 2024-2025. DURING 2024 CATHOLIC CHARITIES ASSISTED THE CENTRAL DALLAS COMMUNITY DEVELOPMENT CORPORATION WITH PROPERTY MANAGEMENT AND CASE MANAGEMENT FOR LOW INCOME HOUSING NEEDS. OUR HUNGER PROGRAM FEEDS FAMILIES WHO FALL UNDER THE FEDERAL POVERTY GUIDELINES ENABLING THEM TO BECOME ELIGIBLE TO RECEIVE FOOD SERVICES. FAMILIES FACING A TEMPORARY CRISIS DUE TO NATURAL DISASTERS AND HOMELESSNESS AUTOMATICALLY BECOME ELIGIBLE TO RECEIVE SERVICES. OUR FIVE FIXED FOOD PANTRIES ALLOW CLIENTS TO RECEIVE FOOD AT A LOCATION THAT IS CONVENIENT, SAFE, AND CLEAN. SOME LOCATIONS INCLUDE "CLIENT-CHOICE" OPTIONS ALLOWING DIRECT SELECTION OF SPECIFIC FOODS. OUR FIVE MOBILE COMMUNITY PANTRIES TRAVEL TO OVER 90 MOBILE PANTRY SITES THROUGH THE NINE COUNTIES OF THE DIOCESE OF DALLAS TO BRING FRESH FOOD TO THOSE IN NEED. 17207547 933846 2493387 39658291 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 402 0 1 330 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X LEANN RICHBURG 9725590144 1421 W MOCKINGBIRD LANE DALLAS TX 75247 THOMAS CODD BOARD & EXECUTIVE COMMITTEE CHAIR 5.00 X X 0 0 0 KATHLEEN MULDOON VICE CHAIR 5.00 X X 0 0 0 BILL DANDRIDGE TREASURER 5.00 X X 0 0 0 RAY CHAVEZ SECRETARY 5.00 X X 0 0 0 JEFFREY SCHNEIDER FACILITIES CHAIR 2.00 X 0 0 0 GREG DEITER AUDIT CHAIR 2.00 X 0 0 0 JEAN FUCHS DEVELOPMENT CHAIR 2.00 X 0 0 0 THOMICA EVANS MISSION & PROGRAMS CHAIR 2.00 X 0 0 0 WADE GLOVER GOVERNANCE CHAIR 2.00 X 0 0 0 KAREN HIGGENBOTHAM ANGELS CHAIR 2.00 X 0 0 0 MARC KOCH ARCHANGELS CHAIR 2.00 X 0 0 0 REBECCA ALMANZA DIRECTOR 2.00 X 0 0 0 KEVIN BARTHOLOMEW DIRECTOR 2.00 X 0 0 0 CAROLYN BEEBE DIRECTOR 2.00 X 0 0 0 MATT BRYARLY DIRECTOR 2.00 X 0 0 0 PHYLLIS CONCES DIRECTOR 2.00 X 0 0 0 SCOTT DEKE DIRECTOR 2.00 X 0 0 0 ALFREDO DUERTE DIRECTOR 2.00 X 0 0 0 CATHERINE FOXWORTH DIRECTOR 2.00 X 0 0 0 BILL KEFFLER DIRECTOR 2.00 X 0 0 0 SHAUNA KING DIRECTOR 2.00 X 0 0 0 PETE LERMA DIRECTOR 2.00 X 0 0 0 MARGUERITE MARZ DIRECTOR 2.00 X 0 0 0 GABRIELA SAENZ DIRECTOR 2.00 X 0 0 0 MICHELE STEPHENS DIRECTOR 2.00 X 0 0 0 SANDI STEVENS DIRECTOR 2.00 X 0 0 0 JOHN T THOMAS DIRECTOR 2.00 X 0 0 0 DAVID WOODYARD CHIEF EXECUTIVE OFFICER 50.00 X 284500 0 13277 KELLY NOONAN CHIEF DEVELOPMENT OFFICER 50.00 X 184236 0 11983 BRENDA HUFFMAN CHIEF OPERATIONS OFFICER 50.00 X 175406 0 10648 BUJAR MEMA CHIEF SERVICES OFFICER 50.00 X 156987 0 15945 LEANN RICHBURG CHIEF FINANCIAL OFFICER 50.00 X 149268 0 12885 LACY DE LA GARZA DIRECTOR PARISH & COMM RELATIONS 50.00 X 124584 0 11941 VERONICA N MANRIQUEZ DIRECTOR DONOR ENGAGEMENT 50.00 X 126612 0 7030 1201593 0 83709 7 0 1 0 IWERK 856 E 9 MILE ROAD FERNDALE MI 48220 IT SERVICES 189316 AMERICAN INCENTIVE ADVISORS 8911 N CAPITAL OF TEXAS HWY SUITE 1 AUSTIN TX 78759 CONSULTING SERVICES 124585 TACTICAL PROTECTION SERVICES 1701 PAYNE STREET SUITE 2301 DALLAS TX 75201 SECURITY 101443 3 359700 194675 689754 29621002 8934184 4274153 39799315 FAMILY SERVICES 624100 1466411 1466411 ILS 541199 979421 979421 RS 624230 421202 421202 CHILDRENS SERVICES 624110 289220 289220 EDUCATION 611710 47555 47555 3203809 337286 337286 132336 0 132336 132336 132336 2489726 194675 711091 1778635 1778635 MISCELLANEOUS 900099 32893 32893 32893 45284274 3203809 0 2281150 870057 870057 12692825 12692825 1062718 247716 443365 371637 14635242 13613423 680804 341015 96958 96840 118 1621967 1495646 92845 33476 1249438 1111852 85438 52148 46303 41210 2778 2315 54975 54975 993012 686734 161818 144460 57625 42704 11965 2956 1846389 1408815 195305 242269 778774 693109 46726 38939 1879424 1126640 747913 4871 534436 475021 54935 4480 328129 290646 28305 9178 440266 193199 245398 1669 258059 235600 15993 6466 DONATED GOODS 4274153 4274153 MISCELLANEOUS 75901 33175 19833 22893 EVENT EXPENSES 34310 28926 1879 3505 43830961 39658291 2835418 1337252 5305143 2849256 5220132 3879959 257016 168354 3447119 5204660 182631 429405 5896447 3259532 2685607 2636915 1728981 23260821 25712122 40358469 42609652 1088016 948902 1979221 654783 318786 329040 3386023 1932725 X 18060879 21173187 18911567 19503740 36972446 40676927 40358469 42609652 X 1453313 407107 1844061 X 0 1 X 1 1 1 X 22250699 39612877 57310765 40383112 39799315 199356768 22250699 39612877 57310765 40383112 39799315 199356768 199356768 128859 243243 172183 276450 469622 1290357 0 0 1154928 376264 1778635 3309827 89529 111790 12858 142605 32893 389675 204346627 10029507 0.97560 0.99500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11192380 1218172 460160 11950392 10583894 1073057 464571 11192380 12671103 -1628033 459176 10583894 10159047 2920446 408390 12671103 10172536 394481 380512 27458 10159047 0.00000 0.00000 1.00000 0 1 1 2717985 1381409 1336576 3178462 1878123 1300339 2636915 INTEREST IN NET ASSETS OF CATHOLIC CHARITIES OF DALLAS 6273921 INTEREST IN NET ASSETS OF TRUSTS HELD BY THIRD PARTIES 133401 INTEREST IN NET ASSETS OF CATHOLIC CHARITIES ENDOWMENT TRUST 11950392 INTEREST IN REAL ESTATE CORP 7208714 FINANCE LEASE RIGHT-OF-USE ASSET 145694 25712122 CONTINGENT FEDERAL FUNDS 221274 LEASE LIABILITY 107766 329040 X 48934977 407107 688444 1844061 2939612 45995365 -711091 -711091 45284274 45230496 688444 711091 1399535 43830961 0 43830961 PART X, LINE 2: U.S. GAAP REQUIRES THAT THE AGENCY RECOGNIZE IN ITS CONSOLIDATED 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 TAX POSITION. THE REQUIREMENTS ALSO PROVIDE GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES AND DISCLOSURE. TAX POSITIONS TAKEN RELATED TO THE AGENCY'S TAX-EXEMPT STATUS, UNRELATED BUSINESS ACTIVITIES TAXABLE INCOME AND DEDUCTIBILITY OF EXPENSES AND OTHER MISCELLANEOUS TAX POSITIONS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE AGENCY HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX POSITIONS. FOR THE YEAR ENDED JUNE 30, 2024, THERE WERE NO INTEREST OR PENALTIES RELATED TO INCOME TAXES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN NET ASSETS OF ENDOWMENT 459,384. CHANGE IN INTEREST IN NET ASSETS OF CCDT 258,663. CHANGE IN NET ASSETS OF TRUST 1,126,014. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -711,091. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 711,091. PART V, LINE 4 DISTRIBUTIONS FROM THE ENDOWMENT ARE USED TO SUPPORT THE PROGRAMS FOR THE CATHOLIC DIOCESE OF DALLAS. X X X X X X X 0 CRATER LAKE CONSULTING 6729 BARCELONA IRVING TX 75039 GRANT WRITING 0 980576 54975 925601 980576 54975 925601 BISHOP'S GALA 2472796 178675 2294121 28856 533301 1840 27939 56164 ANGEL'S OF CHARITY LUNCHEON 95225 16000 79225 21083 490 12051 2 116380 116380 12099 7420 9848 2684401 194675 2489726 28856 566483 9750 27939 78063 711091 1778635 1 ST JUDE INC DBA ST JUDE CENTER 13223 GLAD ACRES DRIVE DALLAS TX 75234 800850327 501(C)(3) 510654 0 CAPITAL, OPERATING OAK LAWN UNITED METHODIST CHURCH 3014 OAKLAWN AVE DALLAS TX 75219 750818169 501(C)(3) 173839 0 FEMA REIMBURSEMENT NORTH TEXAS FOOD BANK 3677 MAPLESHADE PLANO TX 75075 751785357 501(C)(3) 137767 0 CLIENT FOOD PANTRY-PARK BATON ROUGE AREA FOUNDATION 100 NORTH ST SUITE 900 BATON ROUGE LA 70802 726030391 501(C)(3) 32189 0 EMPLOYEE ASSISTANCE PROGRAM 4 0 RENT, UTILITY, FOOD AND HOUSHOLD ITEMS ASSISTANCE 181605 12692825 CLOTHING, FOOD, HOUSHOLD GOODS PART I, LINE 2: A SYNOPSIS OF THE RELEVANT REQUIREMENTS FOR EACH CONTRACT IS PREPARED AND DISTRIBUTED TO THE PROGRAM AND ACCOUNTING PERSONNEL. A SEPARATE PROJECT CODE IS ESTABLISHED IN THE ACCOUNTING RECORDS TO TRACK GRANT RECEIPTS AND DISBURSEMENTS. ON A MONTHLY BASIS, EXPENDITURES ARE TRACKED COMPARED TO BUDGET TO ENSURE THAT THEY ARE ALLOWABLE. PROGRAM PERSONNEL MONITOR GRANT PERFORMANCE TO ENSURE THE FUNDS ARE USED FOR ALLOWABLE PROGRAM ACTIVITY. X X 0 0 0 0 0 0 0 1 0 DAVID WOODYARD CHIEF EXECUTIVE OFFICER 269500 0 15000 0 0 0 6131 0 7146 0 297777 0 0 0 KELLY NOONAN CHIEF DEVELOPMENT OFFICER 169236 0 15000 0 0 0 2549 0 9434 0 196219 0 0 0 BRENDA HUFFMAN CHIEF OPERATIONS OFFICER 175406 0 0 0 0 0 1425 0 9223 0 186054 0 0 0 BUJAR MEMA CHIEF SERVICES OFFICER 156987 0 0 0 0 0 2625 0 13320 0 172932 0 0 0 LEANN RICHBURG CHIEF FINANCIAL OFFICER 149268 0 0 0 0 0 850 0 12035 0 162153 0 0 0 PART I, LINE 7 DAVID WOODYARD, KELLY NOONAN, AND VERONICA MANRIQUEZ RECEIVED BONUSES OF $15,000, $15,000, AND $9,000, RESPECTIVELY DURING THE 2023 TAX YEAR. BONUSES ARE NON-FIXED PAYMENTS, DETERMINED BASED OFF OF PERFORMANCE OF INDIVIDUALS. X 804852 FMV X 1 802929 FMV X 2 423074 FMV X 3 2064747 FMV X AUCTION ITEMS 15 178551 FMV 1 0 1 1 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: CARS/IDONATE HANDLES THE ORGANIZATIONS INDIVIDUAL CAR DONATONS. RECYCLE2SUPPORT (R2S) HANDLES EXCESS CLOTHES, ETC DONATIONS. FORM 990, PART VI, SECTION A, LINE 1A THE GOVERNING BODY INCLUDED 27 VOTING DIRECTORS. THE BISHOP OF THE ROMAN CATHOLIC DIOCESE OF DALLAS IS THE SOLE MEMBER OF THE CORPORATION. THE SOLE MEMBER HAS THE AUTHORITY TO APPOINT AND REMOVE OFFICERS OF THE BOARD. IN ADDITION, THE SOLE MEMBER MUST APPROVE CERTAIN ACTIONS OF THE BOARD, INCLUDING BORROWING, PLEDGING ASSETS OR CONTRACTING IN EXCESS OF $350,000, ADOPTION OF ANNUAL BUDGETS AND STRATEGIC PLANS, BUYING OR SELLING REAL ESTATE, AND AMENDING OR TERMINATING THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 6 THE BISHOP OF THE DIOCESES OF DALLAS IS THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE BISHOP OF THE DIOCESE OF DALLAS, AS SOLE MEMBER OF THE CORPORATION, HAD THE POWER TO APPOINT MEMBERS OF THE GOVERNING BODY PER THE BYLAWS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE BISHOP OF THE DIOCESE OF DALLAS, AS SOLE MEMBER OF THE CORPORATION, MAKES THE GOVERNANCE DECISIONS OF THE ORGANIZATION PER THE BYLAWS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE CFO AND OTHER STAFF. THE FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTEE AND BOARD OF DIRECTORS PRIOR TO ITS SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY: ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST CERTIFICATION ON AN ANNUAL BASIS. IN DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS, AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. TO ENSURE CATHOLIC CHARITIES OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS, IN CONJUNCTION WITH THE CHIEF PEOPLE OFFICER, ANNUALLY REVIEW THE SALARIES OF ALL EXECUTIVE STAFF INCLUDING THE CHIEF FINANCIAL OFFICER. THE OFFICERS CONSIDER ANNUAL PERFORMANCE REVIEWS, COMPARABLE COMPENSATION FROM SIMILAR LOCAL ORGANIZATIONS, AND A NUMBER OF OTHER FACTORS IN ESTABLISHING THE CFO'S ANNUAL SALARY AND OTHER COMPENSATION ALL ARE AVAILABLE AT CATHOLIC CHARITIES' ADMINISTRATIVE OFFICES TO ANYONE WHO WISHES TO REVIEW THEM. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE OF DOCUMENTS THE AGENCY'S BYLAWS, CONFLICT OF INTEREST STATEMENTS, MINUTES, AUDITED FINANCIALS, AND FORM 990'S ARE ALL MADE AVAILABLE FOR PUBLIC INSPECTION AT THE ADMINISTRATIVE OFFICES OF OUR CENTRAL SERVICE CENTER. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF ENDOWMENT 459,384. CHANGE IN INTEREST IN NET ASSETS OF CCDT 258,663. CHANGE IN NET ASSETS OF TRUST 1,126,014. ROMAN CATHOLIC DIOCESE OF DALLAS 3725 BLACKBURN ST DALLAS TX 75219 750800637 CHURCH TX 501(C)(3) LINE 1 0 CATHOLIC CHARITIES ENDOWMENT TRUST 1421 W MOCKINGBIRD LN DALLAS TX 75247 756569125 INTEGRATED AUXILIARY SUPPORTING CCD TX 501(C)(3) LINE 1 ROMAN CATHOLIC DIOCESE OF DALLAS 0 CATHOLIC CHARITIES OF DALLAS TRUST 3725 BLACKBURN ST DALLAS TX 75219 476605661 INTEGRATED AUXILIARY SUPPORTING CCD TX 501(C)(3) LINE 1 ROMAN CATHOLIC DIOCESE OF DALLAS 0 CATHOLIC CHARITIES OF DALLAS CHILDREN'S SERVICES 1421 W MOCKINGBIRD LN DALLAS TX 75247 834547013 INTEGRATED AUXILIARY SUPPORTING CCD TX 501(C)(3) LINE 1 ROMAN CATHOLIC DIOCESE OF DALLAS 0 CCD - PM CORPORATION 1421 W MOCKINGBIRD LN DALLAS TX 75247 823942435 INTEGRATED AUXILIARY SUPPORTING CCD TX 501(C)(3) LINE 1 ROMAN CATHOLIC DIOCESE OF DALLAS 0 CCD-RC 1421 W MOCKINGBIRD LN DALLAS TX 75247 862052029 INTEGRATED AUXILIARY SUPPORTING CCD TX 501(C)(3) LINE 1 ROMAN CATHOLIC DIOCESE OF DALLAS 0 CCD HEALTH MANAGEMENT SERVICES 1421 W MOCKINGBIRD LN DALLAS TX 75247 884398032 INTEGRATED AUXILIARY SUPPORTING CCD TX 501(C)(3) LINE 1 CATHOLIC CHARITIES OF DALLAS INC 0 CCD COMMUNITY HEALTH CLINIC 1421 W MOCKINGBIRD LN DALLAS TX 75247 320723842 INTEGRATED AUXILIARY SUPPORTING CCD TX 501(C)(3) LINE 1 CATHOLIC CHARITIES OF DALLAS INC 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0