2025-11-07T13:50:14-06:00 2024-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2024-01-01 470376612 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA INC CATH 4025540520 9223 BEDFORD AVENUE OMAHA NE 68134 DENISE BARTELS EXECUTIVE DIRECTOR/SECRETARY 4025540520 2025-11-07 1 1 MEGAN L KOZIOL CPA P01544037 4023302660 2025-11-07 2024 2025-03-06 01:10:19Z DENISE BARTELS 9223 BEDFORD AVENUE OMAHA NE 68134 10372906 0 0928 X WWW.CCOMAHA.ORG X 1926 NE TO ENABLE THE WORKS OF MERCY TO BE RECEIVED AND LIVED. 12 12 79 1651 0 0 7450239 8646596 1675218 1476803 11286 47628 124452 11183 9261195 10182210 2815746 3839023 0 0 4249120 4355621 0 0 377604 3024050 2173166 10088916 10367810 -827721 -185600 3815866 3976224 827078 1175247 2988788 2800977 X IN RESPONSE TO GOD'S CALL TO LOVE OUR NEIGHBOR, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA ENABLES THE WORKS OF MERCY TO BE RECEIVED AND LIVED. 0 0 6543974 3839023 827740 COMMUNITY SUPPORT - COMMUNITY-BASED SERVICES TO THE POOR, INCLUDING EMERGENCY FOOD PANTRIES AND EMPOWERMENT PROGRAMS: CATHOLIC CHARITIES' COMMUNITY-BASED SERVICES PROVIDE EMERGENCY FOOD ASSISTANCE (FOOD PANTRIES) IN NORTH AND SOUTH OMAHA, MOBILE FOOD PANTRIES WITH DISTRIBUTIONS WITHIN OMAHA AND OTHER LOCATIONS. FAMILY ENRICHMENT PROGRAMS HELP FAMILIES IDENTIFY SHORT TERM GOALS THAT HAVE AN IMMEDIATE IMPACT ON THE QUALITY OF THEIR LIVES AS WELL AS PROVIDE WORKSHOPS AND FORUMS THAT PROVIDE THEM WITH THE SKILLS AND INFORMATION TO ACHIEVE THEIR GOALS. OUR SENIOR SERVICES OFFER EDUCATIONAL, FINANCIAL, COMMUNITY AND SOCIAL ACTIVITIES FOR OUR OLDER ADULTS. THE CHRISTMAS PROGRAM COORDINATES AN ADOPT-A-FAMILY PROGRAM TO PROVIDE FOOD AND GIFTS TO LOW-INCOME FAMILIES. OUR MICROBUSINESS PROGRAM PROVIDES EDUCATION AND TRAINING FOR INDIVIDUALS IN THE NORTH AND SOUTH OMAHA COMMUNITY WHO WOULD LIKE TO START THEIR OWN BUSINESS. IMMIGRATION LEGAL ASSISTANCE SERVICES HELP CLIENTS WITH FILING OUT USCIS FORMS, PROVIDES LEGAL CONSULTATIONS IN WHICH WE EVALUATE CLIENTS' IMMIGRATION LEGAL OPTIONS, ADVISE THEM HOW TO PROCEED AND REPRESENT THEM THROUGHOUT THE LEGAL PROCESS. SERVICES INCLUDE: CONSULTATIONS, TRANSLATION, CHANGE OF ADDRESS, GREEN CARD RENEWALS, FAMILY-BASED PETITIONS, ADJUSTMENT OF STATUS, NATURALIZATION APPLICATIONS AND VAWA AND U-VISA APPLICATIONS. 1327522 599518 BEHAVIORAL HEALTH - SUBSTANCE ABUSE AND MENTAL HEALTH : CATHOLIC CHARITIES PROVIDES PRIVATE AND CONFIDENTIAL INTERVENTIONS TO INDIVIDUALS OF ALL AGES INCLUDING CHILDREN, TEENS, AND ADULTS IN NEED OF PROFESSIONAL GUIDANCE CONCERNING MARRIAGE AND FAMILY, MENTAL HEALTH, AND SUBSTANCE MISUSE. 655395 45070 DOMESTIC VIOLENCE - EMERGENCY SHELTER FOR INDIVIDUALS AND THEIR CHILDREN. EDUCATION AND AFTERCARE PROGRAMS: CATHOLIC CHARITIES PROVIDES A SHELTER FOR VICTIMS OF DOMESTIC VIOLENCE AND THEIR CHILDREN THAT IS A SAFE AND SECURE PLACE TO STAY. IT PROVIDES PROTECTION, CARE, AND SUPPORT THAT IS NEEDED TO REGAIN CONTROL AND MAKE DECISIONS OVER THEIR OWN LIVES AND THEIR FUTURES. INDIVIDUALS RECEIVE CASE MANAGEMENT SERVICES DURING THEIR STAY AND AFTERCARE SERVICES ARE PROVIDED FOR THOSE WHO COMPLETE THE PROGRAM. 793 4475 OTHER MISCELLANEOUS ACTIVITIES INCLUDING PREGNANCY AND ADOPTION SERVICES. 793 4475 8527684 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 36 0 1 79 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X WILL SCHWALB 5314449034 9223 BEDFORD AVENUE OMAHA NE 68134 ARCHBISHOP GEORGE J LUCAS CHAIRMAN 1.00 1.00 X X 0 0 0 ANNIE MESSERSMITH PRESIDENT 1.00 0.00 X X 0 0 0 RYAN SEVCIK VICE PRESIDENT 1.00 0.00 X X 0 0 0 DAVID KRAMER ESQ DIRECTOR 0.30 0.00 X 0 0 0 MICHAEL GOETZ DIRECTOR 0.30 0.00 X 0 0 0 SUSAN HADDIX DIRECTOR 0.30 0.00 X 0 0 0 MICHAEL HOCH DIRECTOR 0.30 0.00 X 0 0 0 DEB KELLY DIRECTOR 0.30 0.00 X 0 0 0 BETH ELIASON DIRECTOR 0.30 0.00 X 0 0 0 CESAR GARCIA DIRECTOR 0.30 0.00 X 0 0 0 MATT MEYER DIRECTOR 0.30 0.00 X 0 0 0 REVEREND RALPH O'DONNELL DIRECTOR 0.30 0.00 X 0 0 0 DENISE BARTELS EXECUTIVE DIRECTOR/SECRETA 40.00 0.50 X 177051 0 28383 WILL SCHWALB CHIEF FINANCIAL OFFICER 40.00 0.50 X 112858 0 37006 DAVID VANKAT CHIEF COMMUNITY ENGAGEMENT 40.00 0.50 X 121346 0 35991 JACQUELYN LAPLANT CHIEF ADVOCACY OFFICER 40.00 0.00 X 114905 0 25850 AARON DAVIS CHIEF OPERATING OFFICER 40.00 0.00 X 108902 0 38428 635062 0 165658 5 0 1 0 KPE ARCHITECTURE ENGINEERING FORENSICS 3555 FARNAM STREET SUITE 406 OMAHA NE 68131 REMODELING 153053 CONTROLLED COMFORT LLC 11701 CENTENNIAL ROAD SUITE 1 LA VISTA NE 68128 HVAC SERVICES 138255 CHRISTIAN EXECUTIVE PROTECTION SERVICE L 15417 WESTERN AVE OMAHA NE 68154 SECURITY SERVICES 118077 LUTZ TECHNOLOGY 13616 CALIFORNIA STREET SUITE 300 OMAHA NE 68154 IT SERVICES 118056 4 169117 45977 376575 1279940 6774987 3902662 8646596 COMMUNITY SUPPORT 624200 827740 827740 BEHAVIORAL HEALTH 624100 599518 599518 DOMESTIC VIOLENCE 624200 45070 45070 OTHER PROGRAM SERVICE REVENUE 900099 4475 4475 1476803 32628 32628 118579 0 118579 118579 118579 15000 0 15000 15000 15000 83300 45977 190696 -107396 -107396 10182210 1476803 0 58811 3839023 3839023 355298 355298 3136135 2433385 543652 159098 38183 31833 4269 2081 572364 436366 107468 28530 253641 179416 62495 11730 5165 5165 71439 71439 30000 30000 965121 806798 145039 13284 462854 334477 85193 43184 183075 73755 19382 89938 125696 125696 47178 36251 5707 5220 30424 21519 8905 2543 2543 185404 183285 2119 MISCELLANEOUS EXPENSES 64267 25880 13848 24539 10367810 8527684 1462522 377604 121706 79984 907670 1113171 92498 47504 459021 428776 117251 88661 32325 45997 3553921 1599522 1705493 1954399 379902 217732 3815866 3976224 548256 690119 278822 485128 827078 1175247 X 1332231 1453768 1656557 1347209 2988788 2800977 3815866 3976224 -185600 -2211 0 X X 0 1 X 1 1 1 X 5029465 5906395 4838657 7450239 8646536 31871292 1237755 1309458 2670096 1675218 1476803 8369330 8400 8400 6275620 7215853 7508753 9125457 10123339 40249022 32548 16651 23892 3908 6254 83253 22869 17064 126361 190448 85696 442438 55417 33715 150253 194356 91950 525691 39723331 187469 8602 67159 135738 151207 550175 187469 8602 67159 135738 151207 550175 6463089 7224455 7575912 9261195 10274546 40799197 0.97360 0.96510 0.01350 0.02060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 30000 30000 0 PART II-B, LINE 1: THE ORGANIZATION PAID $30,000 TO KISSEL KOHOUT ES ASSOCIATES LLC, WHO REPRESENTS THE BEST INTEREST OF THE ORGANIZATION AND WORKS TOGETHER TO SHAPE POLICIES AND FUNDING FOR FOOD AND SECURITY NEEDS. 1481872 137978 1619850 1321334 160538 1481872 622000 622000 622000 622000 622000 622000 0.00000 0.38400 0.61600 0 1 1 112151 112151 747934 123203 624731 1751949 952550 799399 626467 523769 102698 315420 315420 1954399 CASH VALUE OF LIFE INSURANCE 2604 RIGHT OF USE ASSET 215128 217732 LEASE LIABILITY 215128 LINE OF CREDIT 270000 485128 X PART V, LINE 4: THE CATHOLIC CHARITIES FOUNDATION HOLDS AND ADMINISTERS THE ENDOWMENT FUNDS. AS THE ENDOWMENTS ARE PERMANENTLY RESTRICTED, THE PRINCIPAL CANNOT BE USED. THE INTEREST CREATED CAN BE USED FOR GENERAL OPERATIONS. THE BEGINNING BALANCE ON PART V, LINE 1A, COLUMN (B) REFLECTS THE TOTAL ENDOWMENT AMOUNT AT THE BEGINNING OF THAT YEAR. PREVIOUSLY ACCUMULATED INVESTMENT GAINS HAD NOT BEEN INCLUDED. THESE AMOUNTS REPRESENT THE ACCUMULATED INTEREST GENERATED THAT IS AVAILABLE TO BE USED FOR GENERAL OPERATIONS AND IS INCLUDED AS ENDOWMENT NET ASSETS IN THE AUDITED FINANCIAL STATEMENTS. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC TOPIC 740, INCOME TAXES. THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT DECEMBER 31, 2024 AND 2023, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED. BHS SYMPOSIUM 82000 2000 80000 119229 24500 36145 HOOPS FOR HOPE 47277 43977 3300 9381 150 1291 129277 45977 83300 128610 24650 37436 190696 -107396 1 PROVIDING ASSISTANCE TO THOSE IN NEED IN OMAHA AND THE SURROUNDING COMMUNITY 30258 0 3839023 FAIR MARKET VALUE FOOD, SUPPLIES, AND OTHER ASSISTANCE PURCHASED BY CATHOLIC CHARITIES AND GIFTED TO THE INDIVIDUALS FOR USE. PART I, LINE 2: CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA, INC. PROVIDES ASSISTANCE IN THE FORM OF TUITION ASSISTANCE, SUPPLIES AND FOOD TO INDIVIDUALS IN THE LOCAL COMMUNITIES. ASSISTANCE IS PROVIDED BASED ON NEED. X X 0 0 0 0 0 0 0 0 0 DENISE BARTELS EXECUTIVE DIRECTOR/SECRETA 177051 0 0 0 0 0 5465 0 22918 0 205434 0 0 0 DAVID VANKAT CHIEF COMMUNITY ENGAGEMENT 121346 0 0 0 0 0 0 0 35991 0 157337 0 0 0 X 3622 FAIR MARKET VALUE X 24 30350 FAIR MARKET VALUE X 4 33289 FAIR MARKET VALUE X 2117633 3790563 FAIR MARKET VALUE X ADOPT A FAMILY CHRISTMAS GIFTS 17 44837 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): NUMBER OF ITEMS CONTRIBUTED WAS USED FOR CARS AND OTHER VEHICLES. NUMBER OF CONTRIBUTIONS WAS USED FOR SECURITIES AND ADOPT A FAMILY CHRISTMAS GIFTS. POUNDS OF FOOD CONTRIBUTED WAS USED FOR FOOD INVENTORY. PART I, LINE 32B: CATHOLIC CHARITIES UTILIZES A LOCAL CAR DEALER TO SELL THE VEHICLES THAT ARE DONATED. THE DEALER PROVIDES SPACE AT NO CHARGE TO CATHOLIC CHARITIES. THE DEALER DOES NOT CHARGE A COMMISSION ON THE SALE OF THE VEHICLE. THE ONLY FEES THE DEALER CHARGES CATHOLIC CHARITIES ARE FOR WORK PERFORMED ON THE CAR IN PREPARATION FOR SALE. IF THE CAR DOES NOT SELL ON THE DEALER'S CAR LOT, THE CAR IS SENT TO AUCTION. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, SECRETARY, TREASURER, THE CHAIRPERSON OF THE CATHOLIC CHARITIES FOUNDATION AND AN AT-LARGE MEMBER APPOINTED FROM THE BOARD OF DIRECTORS BY THE MEMBERS OF THE EXECUTIVE COMMITTEE. THE PRESIDENT SHALL BE, EX OFFICIO, THE CHAIRMAN OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL BE SUBORDINATE AND RESPONSIBLE TO THE BOARD OF DIRECTORS. HOWEVER, BETWEEN MEETINGS OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS AND DUTIES OF THE BOARD, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY OF THE BOARD IN RESPECT TO AMENDING OR REPEALING THE BYLAWS; ELECTING, APPOINTING, OR REMOVING ANY DIRECTOR OR OFFICER OF THE CORPORATION; OR AMENDING OR REPEALING ANY RESOLUTION OF THE BOARD WHICH BY ITS TERMS PROVIDES THAT IT SHALL NOT BE AMENDED OR REPEALED BY THE EXECUTIVE COMMITTEE. MINUTES OF ALL PROCEEDINGS OF THE EXECUTIVE COMMITTEE SHALL BE MAINTAINED. AT EACH MEETING OF THE BOARD, THE PROCEEDINGS AND ACTIONS OF THE EXECUTIVE COMMITTEE SINCE THE LAST MEETING OF THE BOARD SHALL BE REPORTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND RELATED SCHEDULES WILL BE MADE AVAILABLE TO THE BOARD OF DIRECTORS ELECTRONICALLY. IT WILL BE REVIEWED BY THE PRESIDENT AND THE SENIOR CONTROLLER. FURTHERMORE, THE BOARD CHAIR AND THE BOARD TREASURER WILL REVIEW THE FORM 990 AND RELATED SCHEDULES PRIOR TO IT BEING SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE GIVEN A CONFLICT OF INTEREST POLICY TO SIGN AT THE BEGINNING OF EACH YEAR. THEY ARE FURTHER REQUESTED TO UPDATE THE BOARD OF ANY CONFLICTING SITUATIONS THAT MAY ARISE DURING THE YEAR. THE CONFLICT OF INTEREST POLICY MUST BE SIGNED BY EACH BOARD MEMBER, AND ALL CONFLICTS OF INTEREST SHOULD BE DISCLOSED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS CONSULTS THE NON-PROFIT ASSOCIATION OF THE MIDLANDS SALARY GUIDE TO DETERMINE THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD REVIEWS THE RECOMMENDATION FOR REASONABLENESS AND APPROVES THE COMPENSATION. THE NON-PROFIT ASSOCIATION OF THE MIDLANDS SALARY GUIDE IS ALSO CONSULTED TO DETERMINE THE COMPENSATION OF ALL OTHER OFFICERS. THE EXECUTIVE DIRECTOR REVIEWS AND APPROVES ALL OTHER OFFICER COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CATHOLIC CHARITIES FOUNDATION 9223 BEDFORD AVENUE OMAHA NE 68134 470744276 TO FURTHER THE CHARITABLE AND EDUCUATIONAL PURPOSES OF CATHOLIC CHARITIES NE 501(C)(3) LINE 10 N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0