2024-05-15T08:42:11+00:00 2023-06-30 350921680 CROWE LLP 9910 Dupont Circle Drive East Suite 230 Fort Wayne IN 468251616 990 2022-07-01 351038653 Catholic Charities of the Diocese of Fort Wayne - South Bend Inc CATH 2604225625 915 S Clinton St Fort Wayne IN 46802 DANIEL P FLORIN Chief Executive Officer 2604225625 2024-05-15 true DANIEL FLORIN 999009999 JENNIFER BURKE P01342224 2604891949 2022 2023-04-26 12:10:37Z DANIEL P FLORIN 915 S Clinton St Fort Wayne IN 46802 6794133 false 0928 X www.ccfwsb.org X 1922 IN Catholic Charities of the Diocese of Fort Wayne - South Bend, Inc. serves all those in need as Christ calls us to do 17 16 178 189 0 0 6896215 6381805 336180 356240 25569 56088 -67710 0 7190254 6794133 1163985 1736054 0 3436111 4455772 0 538981 898031 1169289 5498127 7361115 1692127 -566982 5048271 5422305 299332 1108048 4748939 4314257 X CATHOLIC CHARITIES SERVES THOSE IN NEED WITH SPECIAL EMPHASIS ON THE MOST VULNERABLE POPULATIONS: THE POOR, DISABLED, IMMIGRANTS, ELDERLY, AND CHILDREN. WE ARE COMMITTED TO IMPROVING THE QUALITY OF LIFE FOR THE INDIVIDUAL, THE FAMILY, AND THE COMMUNITY. CATHOLIC CHARITIES PROVIDES AN ARRAY OF SERVICES THAT CREATE AND BUILD FAMILIES. THE ORGANIZATION HELPS PEOPLE COPE WITH DIFFICULT CIRCUMSTANCES, ECONOMIC HARDSHIP, AND RELATIONSHIP ISSUES. WE PROVIDE A FRESH START FOR HARDWORKING PEOPLE AND ENSURE THAT CHILDREN AND SENIORS IN PARTICULAR HAVE ACCESS TO SERVICES TO PROMOTE THEIR PHYSICAL AND EMOTIONAL WELL-BEING. OUR VALUES: WE BELIEVE THAT A CHILD SHOULD GROW UP IN A LOVING AND NURTURING ENVIRONMENT. WE BELIEVE THAT FAMILIES ARE THE CORNERSTONES OF OUR SOCIETY AND THEY NEED HELP TO FULFILL THEIR RESPONSIBILITY TO PROVIDE CARE AND INSTILL VALUES. WE BELIEVE IN HELP AND COMPASSION FOR THE POOR AND IMPOVERISHED. WE BELIEVE THAT THE ELDERLY SHOULD BE ABLE TO LIVE WITH DIGNITY. false false 3093052 1058223 106691 MIGRATION SERVICES Resettlement and Placement - Provides services for newly arrived refugees up to 90 days after arrival. This program provides assistance to people coming to the United States under refugee status as granted by the U.S. Department of State, as well as assistance to individuals who seek asylum once they are already in this country. Catholic Charities works in cooperation with the U.S. Conference of Catholic Bishops to provide these services, which help new residents adjust to life in the community. Services include pre-arrival processing, arrival services, assistance with housing, referrals for medical care, acculturation, referrals for ESL (English-as-a-second language) classes, school enrollment for the children, and other educational services as needed. Refugee Support Services - Provides extended case management and resources after the initial 90 days. Immigration - The Board of Immigration Appeals (U.S. Department of Homeland Security) recognizes Catholic Charities' Immigration Services as a program that provides accurate and affordable services to immigrants who seek to adjust their status, reunite with family members, obtain employment authorization, or file paperwork to make other status adjustments through U.S.C.I.S (U.S. Citizenship and Immigration Services, formerly the U.S. Immigration and Naturalization Service, or INS). Citizenship classes and assistance with the process of naturalization are also provided. 2440724 676998 0 STABILITY SERVICES Resource & Referral - Services are provided to individuals and families who need help meeting basic needs: food, clothing, shelter, and utilities. Applicants qualified for the program will complete a brief assessment with a case manager in-person or virtually. Referrals are made to other agencies when appropriate. Hispanic Health Advocate - Our Hispanic Health Advocate program serves those who need Spanish-translation services in vital areas such as healthcare so they can get the vital services they need. Homeless Case Management - Case management services to homeless individuals to provide needed resources to break down the barriers of becoming self-sufficient. The case manager assists with linking needed individuals with resources for basic needs such as shelter, clothing, food, hygiene, insurance, healthcare, etc. The case manager may be able to conduct coordinated entry assessment if the client qualifies. Senior Community Service Employment Program (SCSEP) - SCSEP is the nation's longest-running program to help low-income individuals, aged 55 and over, to find employment. Our SCSEP case managers help seniors by creating an Individual Employment Plan so they could achieve their goals. They also place seniors in job training opportunities and other resources (housing, food, other assistance, etc.). SCSEP provides job coaching and job search assistance. Food Pantries - As our communities continue to face rising unemployment, food is flying off the shelves at both South Bend Food Pantry and RSVP Community Center of Caring Food Pantry in Auburn.Because of this great need, we typically serve over 5,000 people annually. Youth Mentoring - The Mentoring Program pairs youth between the ages of 9 and 17 who live in DeKalb, Noble and Steuben counties with a background screened and trained adult Mentor. The matches develop nurturing relationships by meeting virtually or in-person a minimum of 3-8 hours a month for no less than one year. Individual and group activities such as bowling, college visits, field trips to farms, trips to sports events and more make this powerful program a fun experience for everyone. Retired Senior Volunteer Program (RSVP) - Senior Corps volunteer programs connect people 55 years and older to organizations that need them most. Catholic Charities helps them become mentors, coaches, and companions to people in need. They also contribute their job skills and expertise to community projects and organizations. 703261 833 224990 COUNSELING SERVICES Mental Health & Addiction Counseling - Programming that promotes emotional well-being and self-sufficiency. Victims Of Human Trafficking - Programming that helps freed victims deal with the trauma of their captivity and adjustment back into the community. 213496 0 24559 PRO-LIFE SERVICES Pregnancy Case Management - Professional, pro-life case management services for expecting parents facing an unplanned pregnancy. Our case managers help parents explore the options of parenting or adoption and accessing resources to support them in their decision. Education Creates Hope and Opportunity (ECHO) Collaborating with schools, clinics and other community providers, ECHO Program provides extended case management to pregnant or parenting teens seeking to complete their education. 213496 24559 6450533 true true false false false false false false true true true false true true true true false false false false false false false false false false false true false false false false false false false false false true false false false false true false false false true X 157 0 true 178 true false false false false false false false false false false false false X 17 16 false false true false true true true true true false false true true true true true true true false false IN X DANIEL P FLORIN 2604225625 915 S Clinton Street Fort Wayne IN 46802 Andrew Paluf Treasurer 1.0 0.0 X X 0 0 0 Brad Durcholz Vice President 1.0 0.0 X X 0 0 0 Dr John Fallon President 1.0 0.0 X X 0 0 0 Most Rev Kevin Rhoades Chairman of the Board 1.0 40.0 X X 0 27424 0 Sr M Elise Kriss Secretary 1.0 0.0 X X 0 0 0 Carole Fuller Director 1.0 0.0 X 0 0 0 Cathy Diamente Director 1.0 0.0 X 0 0 0 Cheryl Chalfant Director 1.0 0.0 X 0 0 0 Debra Niezer Director 1.0 0.0 X 0 0 0 Dr Marco Clark Director 1.0 0.0 X 0 0 0 Eustace Fernandes Director 1.0 0.0 X 0 0 0 Jason Shanks Director (Left 11/2022) 1.0 0.0 X 0 0 0 Joseph Ryan Member/Ex-Officio 1.0 40.0 X 0 115873 0 Judy Pursley Director 1.0 0.0 X 0 0 0 Patrick Houlihan Treasurer (Left 11/2022) 1.0 0.0 X 0 0 0 Paulette Davis President (Left 11/2022) 1.0 0.0 X 0 0 0 Rev Craig Borchard Director 1.0 40.0 X 0 27324 0 Rev Glenn Kohrman Secretary (Left 11/2022) 1.0 40.0 X 0 27324 0 Rev Mark Gurtner Member/Ex-Officio 1.0 40.0 X 0 27424 0 Sr Carole Langhauser Director 1.0 0.0 X 0 0 0 Thomas Veldman Director 1.0 0.0 X 0 0 0 DAN FLORIN CEO 40.0 0.0 X 122891 0 21400 122891 225369 21400 1 false false false 0 169810 452396 3103931 2655668 405512 6381805 COUNSELING SERVICES 624100 224990 224990 MIGRATION SERVICES 624100 106691 106691 PRO-LIFE SERVICES 624100 24559 24559 0 0 0 0 356240 53880 53880 0 0 2208 2208 0 2208 2208 0 0 0 0 0 6794133 356240 0 56088 1736054 1736054 163139 24471 138668 3437084 3037549 105952 293583 149103 134430 4683 9990 442008 411643 86 30279 264438 226892 15831 21715 17697 11072 1163 5462 36115 22595 2373 11147 253815 158795 16680 78340 13881 10537 353 2991 340441 249149 22445 68847 301170 284164 7944 9062 52786 41128 9196 2462 29444 24027 2897 2520 63673 21960 41713 2395 2330 11 54 VEHICLE EXPENSE 44169 42549 0 1620 RECOGNITION 6844 5394 711 739 MEMBERSHIP DUES 5488 4644 716 128 SUBSCRIPTIONS & PUBLICATIONS 1371 1150 179 42 0 0 0 0 7361115 6450533 371601 538981 6300 170360 3275092 208328 6000 0 403296 500307 0 0 0 0 61154 72813 1609645 1345583 342590 264062 917839 3491780 0 36000 714655 5048271 5422305 299332 429393 0 0 0 678655 299332 1108048 X 3612327 3365199 1136612 949058 4748939 4314257 5048271 5422305 -566982 132300 0 X false true X true true true X 4446583 3695661 4092221 6896215 6381005 25511685 207132 221759 226226 336180 356240 1347537 0 0 0 4653715 3917420 4318447 7232395 6737245 26859222 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 26859222 31946 33070 38888 33458 53880 191242 0 31946 33070 38888 33458 53880 191242 0 0 0 0 0 0 0 4685661 3950490 4357335 7265853 6791125 27050464 0.9929 0.9937 0.01 0.01 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1981267 223496 1512 108500 7681 2090094 2668971 -437301 241000 9403 1981267 2031978 646378 9385 2668971 2135250 58685 150000 11957 2031978 2082126 69797 16673 2135250 0.0 1.0 0.0 false false 608266 607959 307 375282 183749 191533 626097 553875 72222 264062 Funds invested in Diocese Pool of Securities 3491780 F 3491780 Due from Affiliate - Diocese 36000 RIGHT OF USE LEASE ASSET 678655 714655 Capital Lease Obligation 678655 678655 X 7082943 132300 156510 0 288810 6794133 0 0 6794133 7517625 156510 0 156510 7361115 0 0 7361115 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. THE ORGANIZATION IS SUBJECT TO ACCOUNTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES THE ORGANIZATION TO RECOGNIZE A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT IS RECORDED. THE ORGANIZATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES OR QUESTIONABLE TAX POSITIONS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2023 OR 2022. true HOUSING ASSISTANCE 1493 677134 CASH FINANCIAL ASSISTANCE 580 180477 CASH UTILITY ASSISTANCE 2513 204098 CASH TRANSPORTATION ASSISTANCE 885 13134 CASH FOOD 15404 537463 FMV FOOD HOUSEHOLD ITEMS 2965 103274 FMV HOUSEHOLD ITEMS MEDICAL 35 20474 CASH Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Each program has guidelines regarding financial and other assistance. Assistance for refugees is governed by the U.S. Department of State and U.S. Department of Health and Human Services regulations. Assistance provided is monitored within the client's file, and documentation is maintained within the file and/or with checks disbursed. X 303876 Market value X 26 101636 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Food inventory - NUMBER OF CONTRIBUTIONS Clothing and household goods - NUMBER OF CONTRIBUTIONS Form 990, Part III, Line 4d Description of other program services (Expenses $ 213,496 including grants of $ 0)(Revenue $ 24,559) PRO-LIFE SERVICES Pregnancy Case Management - Professional, pro-life case management services for expecting parents facing an unplanned pregnancy. Our case managers help parents explore the options of parenting or adoption and accessing resources to support them in their decision. Education Creates Hope and Opportunity (ECHO) Collaborating with schools, clinics and other community providers, ECHO Program provides extended case management to pregnant or parenting teens seeking to complete their education. Form 990, Part V, Line 2a NUMBER OF EMPLOYEES CATHOLIC CHARITIES EMPLOYEES - 93, SCSEP CLIENTS - 85, (SCSEP CLIENTS ARE COMPENSATED WITH FEDERAL PASS THROUGH FUNDING - NO AGENCY CONTRIBUTIONS ARE USED TO COMPENSATE SCSEP CLIENTS.) Form 990, Part VI, Line 15b OTHER OFFICERS/KEY EMPLOYEES COMPENSATION DETERMINATION THE ORGANIZATION HAS NO OTHER OFFICERS OR KEY EMPLOYEES . PER IRS INSTRUCTION, THIS QUESTION HAS BEEN MARKED "NO" ACCORDINGLY. Form 990, Part VI, Line 1a Delegate broad authority to a committee PER BYLAWS, Executive Committee. There shall be an Executive Committee consisting of the Chairman of the Board, the elected officers of the Board, and one additional Member of the Corporation. The duties of the Executive Committee shall be: (i) To handle any administrative matter delegated to the Committee by the Board. (ii) To exercise the authority of the Board between meetings and to report back to the Board at the next meeting on all considerations, decisions and recommendations. (iii) To be responsible for the annual evaluation of the Chief Executive Officer. Form 990, Part VI, Line 4 Significant changes to organizational documents AMENDED BY-LAWS REFLECT CHANGES TO THE NUMBER AND COMPOSITION OF THE GOVERNING BODY'S VOTING MEMBERS. OTHER VARIOUS COMPONENTS AND WORDING WERE ADDED/REMOVED. Form 990, Part VI, Line 6 Classes of members or stockholders The organization has three members: the Diocesan Bishop of the Diocese of Fort Wayne-South Bend (Diocese) and two other persons designated by the Diocesan Bishop. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Organization's directors are elected by majority vote of the members and serve at the sole discretion of the members. Any director may be removed, with or without cause or notice, by a majority vote of the members at any time. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The powers so reserved to the Members are as follows: (a) The establishment of and adherence to the philosophy according to which the Corporation operates; (b) Any amendment of the Articles of Incorporation or any amendment or repeal of these Bylaws; (c ) The appointment or removal of any individual to the Board of Directors to the extent permitted by Indiana law; (d) The purchase, lease, sale, transfer, exchange or encumbrance of real estate for or on behalf of the Corporation; (e) The sale, lease, exchange or any form of disposal of any Corporate assets other than real estate, in other than the usual and regular course of the Corporation's activities, except as specifically provided in these Bylaws; (f) The pledge, dedication to repayment of indebtedness with or without recourse, or any other form of encumbrance of the Corporation's assets, other than real estate, whether or not in the usual and regular course of the Corporation's activities; (g) The merger or dissolution of the Corporation . Form 990, Part VI, Line 11b Review of form 990 by governing body The organization's management personnel and board of directors review a final draft of the full Form 990, including all applicable schedules, before it is filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy Each year, every board member and employee is required to fill out a conflict of interest disclosure. The organization's Chief Executive Officer reviews the disclosures for any potential conflicts of interest. If an actual conflict is determined to exist, the organization's attorney also reviews the disclosure. Where an employee has a conflict, that employee is not allowed to approve any related expenditures. If applicable, work must be inspected by another employee of equal or greater rank in the organization. If a board member has a conflict, the member is required not to vote or have any input on anything related to the stated conflict. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE CEO'S COMPENSATION WAS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS DURING FY23. THE COMPENSATION WAS COMPARED AND ANALYZED AGAINST SIMILAR SIZED CATHOLIC CHARITY AGENCIES. THE DELIBERATION AND DECISION WERE DOCUMENTED IN THE BOARD MEETING MINUTES. Form 990, Part VI, Line 19 Required documents available to the public The organization's annual report is published in the organization's newsletter. The organization's governing documents and conflict of interest policy are not available to the public at this time. DIOCESE OF FORT WAYNE-SOUTH BEND PO BOX 390 FORT WAYNE IN 46801 350876373 RELIGIOUS IN 501(c)(3) 1 NA false false false true false false false false false false true false false false false true true false false