2025-01-22T14:02:02-06:00 2024-06-30 710959317 RUSSELL & ASSOCIATES LLC 111 RIVERFRONT SUITE 401 WINONA MN 55987 990 2023-07-01 410721636 CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER CATH 5074542270 111 MARKET STREET 2 WINONA MN 55987 JOHN MEYERS EXECUTIVE DIRECTOR 5074542270 2025-01-22 1 0 BRIAN RUSSELL P00447901 5074523100 2025-01-22 2023 2024-10-15 13:58:12Z CATHOLIC CHARITIES SOUTHERN MINNESOTA JOHN MEYERS 111 MARKET STREET 2 WINONA MN 55987 6196399 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 3773757 3932061 954171 848437 92472 342422 0 0 4820400 5122920 430438 521925 0 0 3633430 3607611 276235 31914 95397 1005370 883038 5345473 5044488 -525073 78432 3002037 2947111 415050 443282 2586987 2503829 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 1519005 19 454966 EMERGENCY SHELTERS & SUPPORTIVE HOUSINGEMERGENCY SHELTERSCATHOLIC CHARITIES OPERATED 3 EMERGENCY SHELTERS FOR ADULTS EXPERIENCING HOMELESSNESS. THE WINONA COMMUNITY WARMING CENTER (WCWC) IS AN OVERNIGHT SEASONAL SHELTER SERVING APPROXIMATELY 70 UNIQUE INDIVIDUALS EACH SEASON AND PROVIDING 1300 NIGHTS OF SHELTER. THE WCWC IS OPEN NOVEMBER 1ST-MARCH 31ST FROM 9PM-7AM. THE WINONA COMMUNITY DAY CENTER (WCDC) IS A DROP-IN EMERGENCY DAY SHELTER. THE WCDC PROVIDES SHELTER, MEALS, LAUNDRY, SHOWERS, AND CONNECTIONS TO MAINSTREAM RESOURCES FOR ADULTS EXPERIENCING HOMELESSNESS. THE ROCHESTER COMMUNITY WARMING CENTER (RCWC) IS YEAR-ROUND, LOW BARRIER, NIGHT-BY-NIGHT SHELTER SERVING ADULTS EXPERIENCING HOMELESSNESS 8PM-8AM. THE RCWC SERVED 650 UNIQUE INDIVIDUALS AND PROVIDED OVER 21,000 NIGHTS OF SHELTER. WE PROVIDE TWO LIGHT MEALS, BREAKFAST AND DINNER, LAUNDRY, SHOWERS, AND REFERRALS TO COUNTY HOUSING PROGRAMS. SUPPORTIVE HOUSINGCATHOLIC CHARITIES WORKS IN AN AGREEMENT WITH OLMSTED COUNTY GOVERNMENT TO PROVIDE STAFFING AT TWO SUPPORTIVE HOUSING BUILDINGS AND ONE 90-DAY EMERGENCY SHELTER IN ROCHESTER. 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 AND THE FRANCIS ARE PERMANENT SUPPORTIVE HOUSING PROGRAMS, SERVING ADULTS WITH HIGH BARRIERS TO MARKETPLACE HOUSING. CC'S TEAM PROVIDES SUPPORT TO THE RESIDENTS TO ASSIST IN MAINTAINING HOUSING AS WELL AS IN MAKING PROGRESS ON THEIR PERSON-CENTERED PLANS. THE TWO BUILDINGS HOUSE 18-19 INDIVIDUALS IN A HOUSING FIRST, HARM REDUCTION MODEL. 796557 340810 REFUGEE RESETTLEMENTCATHOLIC 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. WE WELCOMED 200 INDIVIDUALS IN FISCAL YEAR 2024. REFUGEE INDIVIDUALS AND FAMILIES WE CARED FOR CAME FROM BURMA (MYANMAR), DEMOCRATIC REPUBLIC OF CONGO, GUATEMALA, ETHIOPIA, AFGHANISTAN, SYRIA, SUDAN, SOUTH SUDAN AND SOMALIA. WE SAW CASES CONSISTING OF ONE INDIVIDUAL TO CASES COMPRISED OF TWO TO EIGHT. 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." 421982 ACTIVE AGINGACTIVE 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, JACKSON, 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.AMERICORPS SENIORS 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 JULY 1, 2023 THROUGH JULY 1, 2024 THERE WERE 1,325 VOLUNTEERS ACTIVELY SERVING IN 160 LOCATIONS, GIVING 135,355 HOURS OF THEIR TIME TO FILL NEEDS IN SOUTHERN MN. AS THE AGING POPULATION RISES, SO TOO DOES THE NEED FOR SERVICES FOCUSED ON HELPING THEM TO REMAIN INDEPENDENT, WHICH IS WHAT THE MAJORITY OF OUR WORK SUPPORTS. THE ABOVE NUMBER INCLUDES 260 NEW VOLUNTEERS AND 4 NEW PARTNER SITES. 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 1,500 PARTICIPANTS WERE SERVED BY HEALTH AND WELLNESS CLASSES FROM JULY1, 2023 TO JUNE 30, 2024. DURING THIS TIME PERIOD, 5 NEW EXERCISE CLASSES WERE STARTED. THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM TRANSITIONED FROM CATHOLIC CHARITIES AS THE GRANTEE TO WINONA VOLUNTEER SERVICES THIS PAST TAX SEASON. WVS BUILT A NEW FACILITY, INCLUDING A PERMANENT SITE FOR THE VITA PROGRAM, MAKING THEM A LOGICAL SPONSOR MOVING FORWARD. WE CONTINUE TO SUPPORT THE VOLUNTEERS THROUGH AMERICORPS SENIORS.IN THIS PAST YEAR, AMERICORPS VOLUNTEERS AND ACTIVE AGING PROGRAMS STAFF HAVE CONDUCTED 10 FINANCIAL CLASSES. THESE ARE DONE THROUGH PARTNERSHIPS WITH OLMSTED COUNTRY WOMEN'S SHELTER AND ST. VINCENT DE PAUL. WE HAVE ALSO BEEN ABLE TO HOLD SEVERAL TWO HOUR SEMINARS FOR OLDER ADULTS, CENTERING ON AVOIDING SCAMS AND ELDER FINANCIAL FRAUD. THROUGH THESE PROGRAMS, 65 PEOPLE WERE SERVED.IN AN EFFORT TO EXPAND THE MEDIAPPS SERVICES, THIS PROGRAM WILL NOW COME UNDER ACTIVE AGING. OUR HOPE IS TO UTILIZE AMERICORPS SENIORS VOLUNTEERS TO PROVIDE EDUCATION AND GUIDANCE IN NAVIGATING THE PATIENT ASSISTANCE PROGRAMS WITH PHARMACEUTICAL COMPANIES WITH A GOAL OF ENROLLING OLDER ADULTS THROUGHOUT OUR AREA. AMERICORPS SENIORS FUNDING FOR 2025-27 HAS BEEN APPLIED FOR AND PENDING, INCLUDING THE ADDITION OF WORK DONE THROUGH MEDIAPPS. 1339649 181096 393471 CHILD & FAMILY SERVICESPARENTING SUPPORT:CATHOLIC CHARITIES SUPPORTS CONFIDENT PREGNANCIES AND STABLE BEGINNINGS FOR CHILDREN. WE HELP WOMEN AND MEN THOUGHTFULLY DECIDE BETWEEN PARENTING OR ADOPTION SO THEY CAN CONFIDENTLY PURSUE THE BEST PLAN FOR THEMSELVES AND THEIR BABIES. CATHOLIC CHARITIES HELPS EXPECTANT PARENTS TO MAKE A PARENTING PLAN, PROVIDES PARENTING EDUCATION AND ACCESS TO BABY ITEMS. WE PROVIDE FREE PORTABLE CRIBS SO INFANTS HAVE A SAFE PLACE TO SLEEP, FREE INFANT CAR SEATS FOR THOSE THAT CANNOT AFFORD BABY SUPPLIES, AND OFFER DIAPER BANKS IN FIVE COMMUNITIES ACROSS THE DIOCESE. WE PROVIDE ONE-TIME FINANCIAL ASSISTANCE FOR NEW AND EXPECTANT PARENTS IN NEED OF RENT OR UTILITY ASSISTANCE, WHICH IS LARGELY FUNDED THROUGH OUR ANNUAL BABY BOTTLE CAMPAIGN. IN FISCAL YEAR 2024, WE SUPPORTED 646 NEW AND EXPECTANT PARENTS.ADOPTIONOUR ADOPTION PROGRAM IS THE LONGEST-STANDING PROGRAM AT CATHOLIC CHARITIES. WE PRIMARILY OFFER DOMESTIC INFANT ADOPTION AND ARE LICENSED BY THE STATE OF MINNESOTA. OUR MISSION IS TO FIND HOMES FOR CHILDREN WHO NEED A LOVING, STABLE FAMILY. CATHOLIC CHARITIES PROVIDES PREGNANCY COUNSELING AND DECISION MAKING SUPPORT TO EXPECTANT PARENTS. WE PROVIDE GUIDANCE IN SELECTING AND MEETING AN ADOPTIVE FAMILY, DETERMINING HOW MUCH OPENNESS THEY WANT, AND MAKING A PLAN FOR THE HOSPITAL TIME AND THEIR FUTURE. WE HAVE A COOPERATIVE AGREEMENT WITH HOLT INTERNATIONAL TO OFFER HOME STUDIES AND POST PLACEMENT SUPERVISION FOR INTERNATIONAL ADOPTIONS. OUR SOCIAL WORKERS COMPLETE ASSESSMENTS, HOME STUDIES, AND EDUCATION FOR COUPLES WANTING TO ADOPT A CHILD. WE ARE MEMBERS OF THE NATIONAL COUNCIL FOR ADOPTION AND BRAVELOVE. OUR SERVICES CONTINUE THROUGH THE LIFESPAN FOR ALL MEMBERS OF THE ADOPTION CONSTELLATION BY OFFERING ONGOING SUPPORT, ADOPTION DAY CELEBRATIONS, INTERMEDIARY SERVICES, AND POST-ADOPTION SEARCH AND REUNION SERVICES. IN FISCAL YEAR 2024, WE SERVED ELEVEN FAMILIES IN OUR ADOPTION PROGRAM AND ASSISTED 32 INDIVIDUALS WITH POST ADOPTION SUPPORT.ONWARD & UPWARDCATHOLIC 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 MONTHLY MEETINGS ARE BASED ON THE NEEDS OF EACH STUDENT, AND COVER TOPICS SUCH AS RESOURCES, GOAL SETTING, BUDGETING, TIME MANAGEMENT, SELF CARE AND IDENTIFYING THE STUDENT'S LEARNING STYLES. STUDENTS ALSO RECEIVE A MONTHLY SCHOLARSHIP TO HELP WITH NON-ACADEMIC NEEDS, AND MAY APPLY FOR EMERGENCY FINANCIAL ASSISTANCE AS NEEDED FOR UNEXPECTED EXPENSES. EMERGENCY FINANCIAL ASSISTANCE IS MOST OFTEN USED FOR CAR REPAIRS, UTILITIES, TEXTBOOKS, AND MEDICAL BILLS. THE GOAL IS TO LIFT FAMILIES OUT OF POVERTY AND INTO SELF SUFFICIENCY THROUGH SUPPORTING EDUCATION. OUR MOST RECENT GRADUATES BEGIN EARNING AN AVERAGE OF $20 MORE PER HOUR AFTER GRADUATING WITH THEIR NEW DEGREE! ONWARD AND UPWARD SUPPORTS 10-12 FAMILIES AT A TIME.HOME STUDY AND POST RELEASE SERVICESCATHOLIC CHARITIES RECEIVED A NEW GRANT THROUGH THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS IN SPRING 2024 TO OFFER HOME STUDY AND POST RELEASE SERVICES TO UNACCOMPANIED MIGRANT CHILDREN. WHEN UNACCOMPANIED CHILDREN ARE APPREHENDED AT THE US/MEXICO BORDER AND A SPONSOR CAN BE IDENTIFIED, THE CHILDREN ARE RELEASED TO THE SPONSOR'S CARE. DEPENDING ON THE NATURE OF THE RELATIONSHIP BETWEEN SPONSOR AND CHILD, A HOME STUDY MAY BE REQUIRED. CATHOLIC CHARITIES SOCIAL WORKERS PROVIDE HOME STUDIES TO ASSESS THE SUITABILITY AND SAFETY OF A POTENTIAL SPONSOR BEFORE A CHILD IS RELEASED FROM SHELTER CARE. OUR SOCIAL WORKERS ALSO PROVIDE POST RELEASE SERVICES TO HELP SPONSORS ENROLL THE CHILDREN IN SCHOOL, OBTAIN MEDICAL AND MENTAL HEALTH CARE, UNDERSTAND THEIR LEGAL RIGHTS WITHIN IMMIGRATION, PURSUE GUARDIANSHIP, ACCESS COMMUNITY RESOURCES, OBTAIN SUBSTANCE USE TREATMENT, AND ASSIST IN THE ADJUSTMENT OF THE SPONSOR AND CHILD. WE HAVE SERVED 37 YOUTH, BETWEEN THE AGES OF 4 AND 18, SINCE MAY 2024.ADULT ADVOCACYSERVING INDIVIDUALS DEEMED UNABLE TO MAKE DECISIONS IN THEIR PERSONAL BEST INTEREST. WE OFFER COURT APPOINTED AND NON-COURT APPOINTED SERVICES INCLUDING GUARDIANSHIP, CONSERVATORSHIP, POWER OF ATTORNEY, TRUSTEE, PERSONAL REPRESENTATIVE OF ESTATE, HEALTH CARE AGENT AND SUPPORTED DECISION MAKER SERVICES. WE SERVED 99 INDIVIDUALS DURING THE CURRENT FISCAL YEAR. FAMILY & INDIVIDUAL COUNSELINGPROVIDING FAMILIES, COUPLES, AND INDIVIDUALS WITH AFFORDABLE AND EFFECTIVE PROFESSIONAL COUNSELING SERVICES.PARISH SOCIAL MINISTRIESPARISH SOCIAL MINISTRY - OFFERING LEADERSHIP AND SERVICE TO THE PEOPLE AND INSTITUTIONS OF THE DIOCESAN CHURCH IN THEIR TASK OF BRINGING THE CHURCH'S SOCIAL MISSION TO LIFE.DISASTER RELIEF - PROVIDING FINANCIAL ASSISTANCE TO THOSE AFFECTED BY FLOOD, DROUGHT, FIRE, OR OTHER DISASTERS.MEDIAPPSASSISTING LOW-INCOME, UNINSURED INDIVIDUALS WITH COSTS OF PRESCRIPTION MEDICATIONS, MEDICAL SUPPLIES, AND MEDICAL DEVICES. IN FISCAL YEAR 2024, 115 CLIENTS OF THE PATIENT ASSISTANCE PROGRAM RECEIVED 499 PRESCRIPTION MEDICATIONS FROM THE PHARMACEUTICAL MANUFACTURERS AT NO COST, VALUED AT APPROXIMATELY $950,388, AND EMERGENCY CASH ASSISTANCE PROVIDED 256 PRESCRIPTIONS TO 180 UNIQUE OF APPROXIMATELY $39,654. 1339649 181096 393471 4077193 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 MOST REVEREND ROBERT BARRON PRESIDENT 0.70 X X 0 0 0 VERY REV WILLIAM THOMPSON VICAR GENERAL 0.70 X X 0 0 0 HEATHER LENZ CHAIR 0.70 X X 0 0 0 DEAN BECKMAN DIRECTOR 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 RICK REED VICE CHAIR 0.70 X X 0 0 0 TERESA SPECK TREASURER 0.70 X X 0 0 0 SISTER AGNES MARY GRAVES DIRECTOR 0.70 X 0 0 0 MICHAEL LUDVIK DIRECTOR 0.70 X 0 0 0 MICHAEL MCCARVEL DIRECTOR 0.70 X 0 0 0 REV JAMES STARASINICH DIRECTOR 0.70 X 0 0 0 GUS WIGGERT DIRECTOR 0.70 X 0 0 0 DR DOUGLAS WOOD DIRECTOR 0.70 X 0 0 0 0 0 0 0 0 0 0 0 414977 1641009 1876075 3932061 COMMUNITY WARMING CENTERS 624200 454966 454966 GUARDIAN & CONSERVATOR 624100 158580 158580 COUNSELING FEES 624100 152357 152357 SENIOR SERVICES 624100 50394 50394 ADOPTION FEES 624110 32140 32140 848437 46436 46436 1352625 16840 1043663 29816 308962 -12976 295986 295986 5122920 848437 0 342422 521925 521925 2938827 2477197 436649 24981 396158 328806 66058 1294 272626 217330 53649 1647 2404 2379 25 37781 37781 31914 31914 190338 69892 120446 288271 252951 35320 77592 66324 11001 267 7534 6089 1236 209 41032 2204 38828 SUPPLIES 71485 58628 11502 1355 COMMUNICATION 46617 20082 26535 PRINTING & PUBLICATIONS 44475 18747 7101 18627 EQUIPMENT MAINTENANCE & 25445 13155 12290 50064 21484 13477 15103 5044488 4077193 871898 95397 212479 442165 798464 427732 99884 52595 30651 876642 366727 556958 509915 1318606 1390164 62935 46600 3002037 2947111 349586 337393 2500 59289 62964 46600 415050 443282 X 1060815 902232 1526172 1601597 2586987 2503829 3002037 2947111 X 78432 -188979 36606 -7741 -1476 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 281993 281993 276958 5035 281993 0 0 81688 81688 570344 210273 360071 26843 20308 6535 197767 136146 61621 509915 OPERATING LEASE LIABILITY 46600 46600 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 9: LOSS ON FIXED ASSET DISPOSAL -1,476. 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.