2025-05-15T12:41:14-05:00 2024-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2023-07-01 561058954 CATHOLIC CHARITIES DIOCESE OF CHARLOTTE CATH 7043773262 1123 SOUTH CHURCH STREET CHARLOTTE NC 28203 GERARD A CARTER EXECUTIVE DIRECTOR 7043773262 2025-05-14 1 1 BREE-ANN WEIDNER P01319397 7043771678 2023 2025-03-06 01:10:19Z GERARD A CARTER 1123 SOUTH CHURCH STREET CHARLOTTE NC 28203 9150935 0 X WWW.CCDOC.ORG X 1973 NC WE ARE A CHRISTIAN MINISTRY OF CHARITY, SERVICE AND JUSTICE. 2 0 79 237 0 0 7286550 8647654 193475 179820 65489 71391 153633 87026 7699147 8985891 2200269 3245267 0 0 3643471 4118939 0 0 217712 2209892 2266738 8053632 9630944 -354485 -645053 5095737 5120560 504030 435752 4591707 4684808 X WE ARE A CHRISTIAN MINISTRY OF CHARITY, SERVICE AND JUSTICE DEDICATED TO PROVIDING HELP TO THOSE IN NEED, HOPE TO THOSE IN DESPAIR, AND INSPIRATION FOR OTHERS TO FOLLOW. 0 0 2645412 1238952 50985 DIRECT ASSISTANCE - DIRECT ASSISTANCE PROGRAM - THE DIRECT ASSISTANCE PROGRAM PROVIDES BURIAL ASSISTANCE, FOOD ASSISTANCE, EMERGENCY FINANCIAL ASSISTANCE, AND HOLIDAY ASSISTANCE FROM OUR THREE REGIONAL OFFICES IN ASHEVILLE, CHARLOTTE, AND WINSTON-SALEM. SERVICES ARE PROVIDED TO CLIENTS IN NEED REGARDLESS OF THEIR AGE, RACE, ETHNICITY, GENDER, RELIGIOUS OR POLITICAL AFFILIATION. IN FISCAL YEAR 2023-2024, CCDOC PROVIDED DIRECT ASSISTANCE SERVICE (FINANCIAL, HOLIDAY, DISASTER RELIEF, GIFT CARDS AND CLOTHING) TO 7,960 UNDUPLICATED PERSONS. 16,693 UNDUPLICATED PERSONS RECEIVED EMERGENCY FOOD ASSISTANCE. 199 PERSONS WERE SERVED THROUGH THE AGENCY BURIAL ASSISTANCE PROGRAM. 3277228 1404713 53290 REFUGEE AND IMMIGRATION-THE REFUGEE AND IMMIGRATION SERVICES PROGRAMS PROVIDE RESETTLEMENT AND IMMIGRATION SERVICES. THE RRO PROGRAM ADMINISTERS THE RECEPTION AND PLACEMENT (R&P) PROGRAM THROUGH ITS AFFILIATION WITH THE US CONFERENCE OF CATHOLIC BISHOPS/MIGRATION AND REFUGEE SERVICES (USCCB/MRS). CCDOC HAS RESETTLED 543 REFUGEES DURING THE 2023-24 FISCAL YEAR AND PROVIDED EMPLOYMENT ASSISTANCE FOR MORE THAN 137 CLIENTS. THE IMMIGRATION SERVICES PROGRAM IS RECOGNIZED BY THE BOARD OF IMMIGRATION APPEALS. OUR IMMIGRATION PROGRAM PROVIDED 353 SERVICES TO 198 CLIENTS BETWEEN THREE OFFICE LOCATIONS DURING THE 2023-24 FISCAL YEAR. 940533 545285 VETERANS' SERVICES - THE VA'S SUPORTIVE SERVICES FOR VETERAN FAMILIES PROGRAM'S PURPOSE IS TO PROVIDE SUPPORTIVE SERVICES TO VERY LOW-INCOME VETERAN FAMILIES IN MECKLENBURG COUNTY WHO ARE HOMELESS OR AT RISK OF HOMELESSNESS AND ULTIMATELY, TO END HOMELESSNESS AMONG VETERANS. SSVF PRIORITIZES THE DELIVERY OF RAPID RE-HOUSING SERVICES TO HOMELESS VETERAN HOUSEHOLDS. SERVICES INCLUDE: OUTREACH, CASE MANAGEMENT WHICH INCLUDES: HOUSING SEARCH & PLACEMENT, EVICTION PREVENTION, SECURITY DEPOSIT ASSISTANCE, RENTAL ASSISTANCE, ASSISTANCE WITH CHILDCARE EXPENSES, TRANSPORTATION ASSISTANCE, ASSISTANCE OBTAINING VA AND OTHER BENEFITS. CCDOC SERVED 101 VETERAN FAMILIES DURING FY23-24. 1065081 56317 75545 OTHER PROGRAMS: ELDER MINISTRY, OEO, PREGNANCY SUPPORT AND ADOPTION, SOCIAL CONCERNS ADVOCACY, TEEN PARENTING, TRANSLATION AND INTERPRETATION AND YOUTH COUNSELING. 1065081 56317 75545 7928254 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 135 0 1 79 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 2 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 1 1 1 1 0 0 0 NC X X JON CARLSON 7043703313 1123 SOUTH CHURCH STREET CHARLOTTE NC 28203 BISHOP PETER J JUGIS BISHOP 1.00 39.00 X X 0 42043 19909 REV MSGR PATRICK J WINSLOW VICAR GENERAL 1.00 39.00 X X 0 60859 19702 GERARD A CARTER EXECUTIVE DIRECTOR 35.00 0.00 X 152092 0 28198 152092 102902 67809 1 0 1 0 ROMAN CATHOLIC DIOCESE OF CHARLOTTE 1123 SOUTH CHURCH STREET CHARLOTTE NC 28203 SUPPORT SERVICES (ACCT'G, IT, DEV) 400056 1 258034 1917773 3781365 2690482 791734 8647654 COUNSELING 900099 72755 72755 REFUGEE & IMMIGRATION 900099 53290 53290 DIRECT ASSISTANCE 900099 50985 50985 CONFERENCE RETREAT FEE 900099 2790 2790 179820 71391 71391 252070 258034 165044 87026 87026 8985891 179820 0 158417 186640 186640 3058627 3058627 185884 7249 174731 3904 2716409 2497028 122612 96769 363707 288070 67246 8391 628803 533325 86039 9439 224136 181836 36564 5736 76342 76342 314188 314188 377262 84065 289447 3750 49422 49422 298758 188692 42013 68053 49069 6807 42262 727930 576596 151334 209620 181549 20014 8057 51022 27820 15583 7619 30496 30496 49317 32510 16303 504 33312 1098 26724 5490 9630944 7928254 1484978 217712 20226 16245 2035602 1619606 48015 44765 695613 898095 0 134564 12045 17266 467020 316200 127022 150820 2029745 2239199 127469 0 5095737 5120560 502930 434652 1100 1100 504030 435752 X 2561323 2041928 2030384 2642880 4591707 4684808 5095737 5120560 -645053 738154 0 X 0 1 X 1 1 1 X 6698611 7796994 7764216 7286550 8647654 38194025 269505 217640 184846 193475 179820 1045286 6968116 8014634 7949062 7480025 8827474 39239311 0 0 0 39239311 13289 8916 9779 65489 71391 168864 13289 8916 9779 65489 71391 168864 123444 205500 158201 153633 87026 727804 7104849 8229050 8117042 7699147 8985891 40135979 0.97770 0.97680 0.00420 0.00320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2029745 3875 784475 520443 58453 2239199 1639623 3875 573102 118300 68555 2029745 2953321 13500 -1028739 224288 74171 1639623 1465001 31972 1521882 2500 63034 2953321 1333136 153271 24264 2500 43170 1465001 0.14520 0.85480 0.00000 0 1 1 15200 15200 176757 126003 50754 275063 190197 84866 150820 INVESTMENTS HELD BY THE DIOCESAN FOUNDATION 2239199 F 2239199 PRE-NEED BURIAL ASSISTANCE 1100 1100 X 9889089 738154 738154 9150935 -165044 -165044 8985891 9795988 165044 165044 9630944 0 9630944 PART V, LINE 4: INCOME FROM ENDOWMENTS IS PRIMARILY USED TO SUPPORT PROGRAM ACTIVITIES AND SERVICES. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE. PART X, LINE 2: CCDOC IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501C(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PRESCRIBE A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. ALTHOUGH THESE PRINCIPLES ARE PRIMARILY APPLICABLE TO TAXABLE BUSINESS ENTERPRISES, AN UNCERTAIN TAX POSITION MAY ALSO INCLUDE THE CHARACTERIZATION OF INCOME, SUCH AS A CHARACTERIZATION OF INCOME AS PASSIVE; A DECISION TO EXCLUDE REPORTING TAXABLE INCOME IN A TAX RETURN; OR A DECISION TO CLASSIFY A TRANSACTION, ENTITY, OR OTHER POSITION IN A TAX RETURN AS EXEMPT. THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS IS RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. CCDOC HAD NO UNRECOGNIZED TAX POSITIONS AS OF AND DURING THE YEARS ENDED JUNE 30, 2024 AND 2023. CCDOC DOES NOT EXPECT THAT UNRECOGNIZED TAX BENEFITS WILL MATERIALLY INCREASE WITHIN THE NEXT 12 MONTHS. FISCAL YEAR 2021 AND THEREAFTER ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES. THERE ARE NO INCOME TAX EXAMINATIONS CURRENTLY IN PROCESS. INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, WOULD BE RECOGNIZED IN THE FINANCIAL STATEMENTS AS INCOME TAX EXPENSE. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF DIRECT BENEFITS TO DONORS -85,837. DIRECT FUNDRAISING EXPENSES -79,207. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF DIRECT BENEFITS TO DONORS 85,837. DIRECT FUNDRAISING EXPENSES 79,207. PARTNERS IN HOPE 264614 123501 141113 9900 26788 4954 37467 VINEYARD OF HOPE 156213 93871 62342 5470 32730 4808 12061 1 89277 40662 48615 7631 4253 5908 13074 510104 258034 252070 23001 63771 15670 62602 165044 87026 1 ROMAN CATHOLIC DIOCESE OF CHARLOTTE NC 1123 SOUTH CHURCH STREET CHARLOTTE NC 28203 561000633 501(C)3 186640 0 TRANSFER OF ENDOWMENTS RESTRICTED FOR FORWARD IN FAITH, HOPE, AND LOVE CAMPAIGN 1 0 FINANCIAL, FOOD, IN-KIND DIRECT ASSISTANCE 24165 2266893 791734 FMV FOOD, FURNISHINGS, GOODS PART I, LINE 2: GRANTS AWARDED BY CATHOLIC CHARITIES DIOCESE OF CHARLOTTE TO OTHER ORGANIZATIONS ARE GIVEN WITH THE STIPULATION THAT THE RECIPIENT SUBMIT AN EVALUATION AT THE END OF THE GRANT PERIOD TO EXPLAIN HOW THE FUNDS WERE USED. THESE EVALUATIONS ARE REVIEWED BY THE PROGRAM DIRECTOR AS A MONITORING TOOL. INDIVIDUALS WHO ARE AWARDED GRANTS FROM CCDOC ARE PRE-SCREENED FOR THEIR ELIGIBILITY DEPENDING ON THE TYPE OF GRANT (REFUGEE ASSISTANCE, FOOD/RENT ASSISTANCE, ETC). X 0 0 0 0 0 0 0 0 0 GERARD A CARTER EXECUTIVE DIRECTOR 152092 0 0 0 0 0 18759 0 9439 0 180290 0 0 0 PART I, LINE 3 THE COMPENSATION FOR THE EXECUTIVE DIRECTOR HAS BEEN BENCHMARKED AND COMPARED TO EXECUTIVE DIRECTORS FOR SIMILAR ORGANIZATIONS. COMPENSATION IS SET ON AN ANNUAL BASIS AFTER AN ANNUAL EVALUATION AND IS ADMINISTERED BY HUMAN RESOURCES. X 161320 COMPARABLE SALES X 326639 630414 COMPARABLE SALES 0 0 1 1 PART I, COLUMN (B): THE NUMBER OF 630,414 REPORTED ON LINE 19 REPRESENTS THE POUNDS OF FOOD DONATED TO THE ORGANIZATION AT THE ESTIMATED AVERAGE FAIR VALUE OF $1.93 PER POUND OF FOOD. PART I, LINE 32B: CCDOC USED THE ROMAN CATHOLIC DIOCESE OF CHARLOTTE, A RELATED ENTITY, TO PROCESS STOCK CONTRIBUTIONS. CCDOC HAS ENTERED INTO AN AGREEMENT WITH CHARITABLE AUTO RESOURCES, INC. (CARS) TO PROCESS VEHICLE DONATIONS ON BEHALF OF CCDOC. FORM 990, PART VI, SECTION A, LINE 6 UNDER THE ORGANIZATION'S BYLAWS, THE MEMBERS OF THE CORPORATION ARE THE BISHOP OF THE ROMAN CATHOLIC DIOCESE OF CHARLOTTE, NORTH CAROLINA AND THE VICAR(S) GENERAL THEN IN OFFICE FOR SAID DIOCESE. THE ORGANIZATION HAS A BOARD OF DIRECTORS THAT OPERATE IN AN ADVISORY CAPACITY AND THEY MAY RECOMMEND POLICIES AND THE ANNUAL OPERATING BUDGET PROPOSED BY THE EXECUTIVE DIRECTOR FOR APPROVAL BY THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 8A THE GOVERNING BODY OF CATHOLIC CHARITIES DIOCESE OF CHARLOTTE HAS TWO MEMBERS: BISHOP PETER J. JUGIS (BISHOP OF THE DIOCESE OF CHARLOTTE), AND REVEREND MONSIGNOR PATRICK J. WINSLOW (VICAR GENERAL AND CHANCELLOR OF THE DIOCESE OF CHARLOTTE). THESE MEMBERS MEET ON A REGULAR, BUT INFORMAL BASIS TO DISCUSS THE ACTIVITIES OF THE CORPORATION. ISSUES ARE ADDRESSED BY THE MEMBERS AS NECESSARY AS PART OF THE DAY TO DAY ACTIVITIES OF THE ENTITY. FORM 990, PART VI, SECTION A, LINE 8B AS OF THIS TIME, THERE ARE NO OTHER COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE FORM 990 IS FILED, A PRELIMINARY COPY IS GIVEN TO THE FINANCE COMMITTEE OF THE ADVISORY BOARD FOR THEIR REVIEW. ALL ISSUES THAT ARISE FROM THIS REVIEW ARE ADDRESSED AND ANY NECESSARY CHANGES ARE MADE. THE FORM 990 IS ALSO DISTRIBUTED TO THE GOVERNING BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY THROUGH AN ANNUAL PROCESS OVERSEEN BY THE DIRECTOR OF HUMAN RESOURCES. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE DIOCESE OF CHARLOTTE WEBSITE, AND THUS, IS WIDELY AVAILABLE TO ALL OFFICERS, BOARD MEMBERS AND DESIGNATED EMPLOYEES. ANY OFFICER, DIRECTOR OR DESIGNATED MEMBER WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS. EACH OFFICER, DIRECTOR AND DESIGNATED EMPLOYEE ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY. ANY INDIVIDUAL WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS IN THE TRANSACTION(S) FOR WHICH HE/SHE HAS A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE EXECUTIVE DIRECTOR HAS BEEN BENCHMARKED AND COMPARED TO EXECUTIVE DIRECTORS FOR SIMILAR ORGANIZATIONS. COMPENSATION IS SET ON AN ANNUAL BASIS AFTER AN ANNUAL EVALUATION AND IS ADMINISTERED BY HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 ALL APPLICABLE DOCUMENTS ARE MADE AVAILABLE EITHER ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST. ROMAN CATHOLIC DIOCESE OF CHARLOTTE 1123 S CHURCH STREET CHARLOTTE NC 28203 561000633 PROVIDES ADMINISTRATIVE AND OTHER SERVICES TO PARISHES, SCHOOLS AND AGENCIES NC 501(C)(3) LINE 1 0 FOUNDATION OF THE ROMAN CATHOLIC DIOCESE OF CHARLOTTE INC 1123 S CHURCH STREET CHARLOTTE NC 28203 561848874 ADMINISTERS FUNDS THROUGH ENDOWMENTS FOR CHARITABLE PURPOSES NC 501(C)(3) LINE 12A, I 0 CATHEDRAL PUBLISHING 1123 S CHURCH STREET CHARLOTTE NC 28203 561742132 PRODUCES A PUBLICATION OFFERING A CATHOLIC PERSPECTIVE TO THE NEWS NC 501(C)(3) LINE 12A, I 0 DL CATHOLIC INC 1123 S CHURCH STREET CHARLOTTE NC 28203 364663787 HOLDS FUNDS ON DEPOSIT AND PROVIDES LOANS TO OTHER DIOCESAN ENTITIES NC 501(C)(3) LINE 12A, I 0 CATHOLIC DIOCESE OF CHARLOTTE ADVANCEMENT CORP 1123 S CHURCH STREET CHARLOTTE NC 28203 461745522 CONDUCTS FUNDRAISING CAMPAIGNS TO SUPPORT OPERATIONS NC 501(C)(3) LINE 12A, I 0 0 1 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0