2025-11-10T12:22:37-06:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 15950 N DALLAS PKWY 600 DALLAS TX 75248 990 2024-07-01 752745221 CATHOLIC CHARITIES OF DALLAS INC CATH 8662237500 1421 W MOCKINGBIRD LANE DALLAS TX 75247 DAVE WOODYARD PRESIDENT & CEO 8662237500 2025-11-07 1 1 MATTHEW PETROSKI P00853132 9726611843 2025-11-04 2024 2025-03-06 01:10:19Z DAVE WOODYARD 1421 W MOCKINGBIRD LANE DALLAS TX 75247 68451165 0 0928 X WWW.CCDALLAS.ORG X 1997 TX 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 212,786 PEOPLE IN NEED OVER A NINE COUNTY SERVICE AREA. 23 23 453 3182 0 0 39799315 61621542 3203809 3381497 337286 145461 1943864 2500500 45284274 67649000 13562882 10280352 0 0 18666323 19401632 54975 54438 1794395 11546781 31491995 43830961 61228417 1453313 6420583 42609652 52694646 1932725 2285564 40676927 50409082 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 212,786 PEOPLE IN NEED OVER A NINE COUNTY SERVICE AREA. 0 0 16970738 8789643 REFUGEE SERVICES: SINCE THE LATE 1970S, CATHOLIC CHARITIES DALLAS HAS SUPPORTED INDIVIDUALS AND FAMILIES FORCED TO FLEE THEIR HOMES AND COMMUNITIES DUE TO WAR, PERSECUTION, OR VIOLENCE. OUR MISSION FOCUSES ON HELPING REFUGEES AND OTHER NEWCOMERS BUILD STABILITY, INDEPENDENCE, AND A SENSE OF BELONGING IN NORTH TEXAS.WE PROVIDE ONGOING CASE MANAGEMENT, ENGLISH LANGUAGE LEARNING, WORKFORCE READINESS, AND OTHER SKILLS TRAINING TO EQUIP CLIENTS FOR LONG-TERM SELF-SUFFICIENCY. OUR TEAM CONNECTS FAMILIES WITH RESOURCES FOR HOUSING STABILITY, HEALTHCARE ACCESS, FINANCIAL LITERACY, AND COMMUNITY ENGAGEMENT. THROUGH CULTURALLY RESPONSIVE SERVICES, WE WALK ALONGSIDE REFUGEES AS THEY NAVIGATE NEW SYSTEMS, (CONTINUED ON SCH O)STRENGTHEN THEIR LIVELIHOODS, AND INTEGRATE SUCCESSFULLY INTO THEIR COMMUNITIES. 4026223 554200 CHILDREN'S SERVICES: CHILDREN'S SERVICES PROVIDES AN ARRAY OF SERVICES TO SUPPORT UNACCOMPANIED REFUGEE MINORS. THESE ARE MINORS WHO HAVE BEEN DESIGNATED AS A REFUGEE, A VICTIM OF HUMAN TRAFFICKING, A SPECIAL IMMIGRANT JUVENILE, OR OTHER QUALIFYING ELIGIBILITY AND ARE REFERRED TO US THROUGH THE OFFICE OF REFUGEE RESETTLEMENT. WHILE PLACED IN THE PROGRAM, THE YOUTH LIVE WITH FOSTER FAMILIES, ATTEND SCHOOLS IN THEIR NEIGHBORHOODS, AND HAVE THEIR BASIC NEEDS OF FOOD, SHELTER AND CLOTHING MET. HOLISTIC CASE MANAGEMENT SERVICES INCLUDE SERVICE PLANNING, PERMANENCY PLANNING, MEDICAL AND DENTAL CARE, COUNSELING, EDUCATIONAL SUPPORT AND LIFE SKILLS EDUCATION. IN ADDITION, THE YOUTH PARTICIPATE IN RECREATIONAL ACTIVITIES INCLUDING ACCULTURATION, EDUCATION, AS WELL AS CULTURAL AND RELIGIOUS PRESERVATION. 2890376 2925 823812 IMMIGRATION LEGAL SERVICES: FOR 50 YEARS, CCD'S IMMIGRATION LEGAL SERVICES (ILS) HAS BEEN THE LARGEST AND BEST-KNOWN IMMIGRANT LEGAL SERVICES AND REMOVAL DEFENSE LAW FIRM IN NORTH TEXAS. ILS ADDRESSES THE CHALLENGES IMMIGRANTS FACE WHEN DEALING WITH IMMIGRATION-RELATED ISSUES, SUCH AS WORK PERMITS, RESIDENCY STATUS, AND CITIZENSHIP PROCESSES. RECOGNIZING THAT LEGAL SERVICES CAN OFTEN BE EXPENSIVE, THE PROGRAM STRIVES TO PROVIDE AFFORDABLE SOLUTIONS (FREE FOR ELIGIBLE CLIENTS) TO ENSURE THAT INDIVIDUALS FROM DIVERSE BACKGROUNDS, ESPECIALLY THOSE WITH LIMITED FINANCIAL RESOURCES, CAN ACCESS THE HELP AND REPRESENTATION THEY NEED AND DESERVE. (CONTINUED ON SCH O) WE PROVIDE SERVICES SUCH AS CONSULTATIONS, CASE OPENINGS, FAMILY-BASED PETITIONS, PREPARATION AND DEFENSE OF A MYRIAD OF HUMANITARIAN-BASED PETITIONS, SUCH AS ASYLUM, TEMPORARY PROTECTED STATUS, AND REFUGEE ADJUSTMENTS, AND LEGAL REPRESENTATION IN IMMIGRATION COURTS FOR ELIGIBLE CLIENTS. ADDITIONALLY, WE HAVE A LONG HISTORY OF HELPING VICTIMS OF SERIOUS CRIMES RECEIVE IMMIGRATION BENEFITS FOR WHICH THEY QUALIFY FOR AND ALL SERVICES TO VICTIMS ARE FREE OF CHARGE.IN FY25, ILS SERVED 17,370 CLIENTS, INCLUDING OPENING 2,189 NEW CASES, COMPLETING 1,371 CASES, AND ACHIEVING SUCCESSFUL OUTCOMES WITH 95% OF ITS CLIENTS. THE ILS TEAM CONDUCTED 7,665 INITIAL CONSULTATIONS AND CONDUCTED OUTREACH TO 1,782 INDIVIDUALS. 32802474 933584 2557685 ADDRESSING HOMELESSNESS AND HOUSING INSECURITY IS A MAJOR STRATEGIC PRIORITY AND ONE WE HAVE INVESTED IN WITH THE RECENT ADDITION AND MANAGEMENT OF THREE PERMANENT SUPPORTIVE HOUSING FACILITIES OWNED BY CATHOLIC HOUSING INITIATIVE: ST. JUDE CENTER-FOREST, WHICH OPENED IN LATE 2018 AND HOUSES 104 FORMERLY CHRONICALLY HOMELESS SENIORS, INCLUDING VETERANS; AND ST. JUDE CENTER-PARK CENTRAL: A 202-UNIT, THAT OPENED IN DECEMBER 2020 AND HAS SINCE PROVIDED LONG-TERM PERMANENT SUPPORTIVE HOUSING. ST. JUDE VANTAGE POINT, A 136-UNIT, WAS OPENED IN 2024-2025. SINCE 2024, CATHOLIC CHARITIES HAS ASSISTED THE CATHOLIC HOUSING INITIATIVE WITH PROPERTY MANAGEMENT AND CASE MANAGEMENT FOR LOW INCOME HOUSING NEEDS AT 2 PROPERTIES, COTTAGES AND CITYWALK.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 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. WE ALSO PROVIDE DAILY MEALS TO ENSURE THEY ARE RECEIVING PROPER NUTRITION.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 THREE FIXED FOOD PANTRIES ALLOW CLIENTS TO RECEIVE FOOD AT A LOCATION THAT IS CONVENIENT, SAFE, AND CLEAN. 6 LOCATIONS INCLUDE "CLIENT-CHOICE" OPTIONS ALLOWING DIRECT SELECTION OF SPECIFIC FOODS. OUR FIVE MOBILE COMMUNITY PANTRIES TRAVEL TO OVER 100 MOBILE PANTRY SITES THROUGH THE NINE COUNTIES OF THE DIOCESE OF DALLAS TO BRING FRESH FOOD TO THOSE IN NEED.PREGNANCY, PARENTING AND ADOPTION - 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. NEXT GEN WEALTH ACADEMY - 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.THE COMMUNITY HEALTH CLINIC PROVIDES HIGH-QUALITY AND COMPASSIONATE HEALTHCARE TO UNDERSERVED INDIVIDUALS AND FAMILIES, EMPOWERING PEOPLE TO REALIZE THEIR HIGHEST POTENTIAL IN WORK, LIFE, AND COMMUNITY.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. TOTAL OF "ALL OTHER PROGRAMS": 32802474 933584 2557685 56689811 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 1 218 0 1 453 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X ANITA CHACKO 9725590144 1421 W MOCKINGBIRD LANE DALLAS TX 75247 KATHLEEN MULDOON BOARD & EXECUTIVE COMMITTEE CHAIR 5.00 X X 0 0 0 THOMAS CODD CHAIR EMERITUS 2.00 X X 0 0 0 PHYLLIS CONCES VICE CHAIR 5.00 X X 0 0 0 CAROLYN BEEBE TREASURER 5.00 X X 0 0 0 SCOTT DEKE SECRETARY 5.00 X X 0 0 0 MATT BRYARLY FACILITIES CHAIR 2.00 X 0 0 0 JEAN FUCHS AUDIT CHAIR 2.00 X 0 0 0 WADE GLOVER GOVERNANCE CHAIR 2.00 X 0 0 0 MARGUERITE MARZ MISSION & PROGRAMS CHAIR 2.00 X 0 0 0 SANDI STEVENS DEVELOPMENT 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 JERRY BRAUN DIRECTOR 2.00 X 0 0 0 GREG DEITER DIRECTOR 2.00 X 0 0 0 RICK DONELLI DIRECTOR 2.00 X 0 0 0 ALFREDO DUERTE DIRECTOR 2.00 X 0 0 0 JOHN DZIMINSKI DIRECTOR 2.00 X 0 0 0 LAURA EINSPANIER DIRECTOR 2.00 X 0 0 0 CATHERINE FOXWORTH DIRECTOR 2.00 X 0 0 0 PETE LERMA DIRECTOR 2.00 X 0 0 0 GABRIELA SAENZ DIRECTOR 2.00 X 0 0 0 JEFFREY SCHNEIDER DIRECTOR 2.00 X 0 0 0 BILL SLADEK DIRECTOR 2.00 X 0 0 0 DAVID B WOODYARD CHIEF EXECUTIVE OFFICER 50.00 X 292932 0 20097 KELLY A NOONAN CHIEF DEVELOPMENT OFFICER 50.00 X 188076 0 18711 BRENDA S HUFFMAN CHIEF OPERATIONS OFFICER 50.00 X 179659 0 11172 BUJAR MEMA CHIEF SERVICES OFFICER 50.00 X 173511 0 16276 LEANN RICHBURG CHIEF FINANCIAL OFFICER (THRU 06/25) 50.00 X 162920 0 23098 ANITA CHACKO CONTROLLER/CFO (AS OF 6/25) 50.00 X 136755 0 8810 VERONICA N MANRIQUEZ DIRECTOR DONOR ENGAGEMENT 50.00 X 123889 0 14264 ANGELA M FOX DIRECTOR PROGRAMS 50.00 X 109703 0 14513 RACHEL ROBERTS DIRECTOR PROGRAMS 50.00 X 107627 0 2963 JESSICA RAMIREZ DIRECTOR HR 50.00 X 103236 0 9243 1578308 0 139147 10 0 1 0 SPLENDID TECHNOLOGY SERVICES LLC 1100 JUPITER ROAD STE 130 PLANO TX 75074 IT SERVICES 403402 TACTICAL PROTECTION SERVICES 1701 PAYNE ST SUITE 2301 DALLAS TX 75201 SECURITY SERVICES 186710 JOHNSON & SEKIN LLC 2231 VALDINA STREET SUITE 100 DALLAS TX 75207 CAPITAL CAMPAIGN/BRANDING 132650 M GALE & ASSOCIATES 329 S MAIN ST SUITE 201 FORT WORTH TX 76104 CAPITAL CAMPAIGN PLANNING 131250 BONTERRA LLC 10801-2 N MOPAC EXPRESSWAY SUITE 30 AUSTIN TX 78759 IT DATABASE SERVICES 103386 5 1130182 185300 687500 23804533 35814027 24679573 61621542 PROPERTY MANAGEMENT 900099 2181512 2181512 ILS 541100 823812 823812 SHARED SERVICES 900099 181992 181992 FAMILY SERVICES 624100 130920 130920 EDUCATION 611710 47065 47065 16196 16196 3381497 145469 145469 100230 0 100230 100230 100230 4012 4020 -8 -8 -8 3055124 185300 798145 2256979 2256979 MISCELLANEOUS 900099 143291 143291 143291 67649000 3381497 0 2645961 24526 24526 10255826 10255826 1102473 258497 448439 395537 15107984 14111677 596202 400105 102333 102333 1669151 1541467 83661 44023 1419691 1285055 76777 57859 57348 52186 2581 2581 51250 46638 2306 2306 54438 54438 1347299 615119 108667 623513 23464 13239 9225 1000 735996 418521 167754 149721 779782 709602 35090 35090 1726607 997557 724535 4515 582582 474820 104395 3367 162408 128287 29466 4655 581896 282478 298319 1099 361098 340856 12468 7774 DONATED GOODS 24679573 24679573 CLIENT EDUCATION 237637 187711 43114 6812 BAD DEBT EXPENSE 163843 163843 MISCELLANEOUS 1212 1212 61228417 56689811 2744211 1794395 2849256 4790231 3879959 7059969 168354 5088164 5204660 2987162 429405 539004 5884180 3620488 2636915 2263692 1728981 1902856 25712122 28063568 42609652 52694646 948902 1389108 654783 452391 329040 444065 1932725 2285564 X 21173187 21835300 19503740 28573782 40676927 50409082 42609652 52694646 X 6420583 388022 2923550 X 0 1 X 1 1 1 X 39612877 57310765 40383112 39799315 61756084 238862153 39612877 57310765 40383112 39799315 61756084 238862153 238862153 243243 172183 276450 469622 245699 1407197 1154928 376264 1778635 2163703 5473530 111790 12858 142605 32893 143291 443437 246186317 12223086 0.97020 0.97560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11950392 985881 1174790 456573 13654490 11192380 1218172 460160 11950392 10583894 1073057 464571 11192380 12671103 -1628033 459176 10583894 10159047 2920446 408390 12671103 0.00000 0.00000 1.00000 0 1 1 2755805 1560887 1194918 3128375 2059601 1068774 2263692 INTEREST IN NET ASSETS OF CATHOLIC CHARITIES OF DALLAS 6798324 INTEREST IN NET ASSETS OF TRUSTS HELD BY THIRD PARTIES 143085 INTEREST IN NET ASSETS OF CATHOLIC CHARITIES ENDOWMENT TRUST 13654490 INTEREST IN REAL ESTATE CORP 7186076 FINANCE LEASE RIGHT-OF-USE ASSET 281593 28063568 LEASE LIABILITY 318886 MEDICAL RESERVE 125179 444065 X 72158399 388022 399682 2923550 3711254 68447145 -798145 -798145 67649000 62426244 399682 798145 1197827 61228417 0 61228417 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. THERE WERE NO OTHER UNCERTAIN TAX POSITIONS IDENTIFIED. FOR THE YEARS ENDED JUNE 30, 2025 AND 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 449,872. CHANGE IN INTEREST IN NET ASSETS OF CCDT 261,114. CHANGE IN NET ASSETS OF TRUST 2,212,564. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -798,145. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 798,145. 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 1223653 54438 1169216 1223653 54438 1169216 BISHOP'S GALA 2942097 171150 2770947 20906 90371 223670 225948 150721 ANGEL'S OF CHARITY LUNCHEON 101543 14150 87393 4000 20047 8831 4 196784 0 196784 400 6577 46674 3240424 185300 3055124 20906 94771 250294 225948 206226 798145 2256979 1 BATON ROUGE AREA FOUNDATION 100 NORTH ST SUITE 900 BATON ROUGE LA 70802 726030391 501(C)(3) 9782 0 EMPLOYEE ASSISTANCE PROGRAM 1 0 RENT, UTILITY, FOOD AND HOUSEHOLD ITEMS ASSISTANCE 212786 10255826 CLOTHING, FOOD, HOUSEHOLD 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 B WOODYARD CHIEF EXECUTIVE OFFICER 267932 0 25000 0 0 0 6381 0 13716 0 313029 0 0 0 KELLY A NOONAN CHIEF DEVELOPMENT OFFICER 173576 0 14500 0 0 0 5270 0 13441 0 206787 0 0 0 BRENDA S HUFFMAN CHIEF OPERATIONS OFFICER 179659 0 0 0 0 0 1500 0 9672 0 190831 0 0 0 BUJAR MEMA CHIEF SERVICES OFFICER 173511 0 0 0 0 0 3000 0 13276 0 189787 0 0 0 LEANN RICHBURG CHIEF FINANCIAL OFFICER (THRU 06/25) 162920 0 0 0 0 0 5164 0 17934 0 186018 0 0 0 PART I, LINE 7 DAVID WOODYARD, KELLY NOONAN, AND VERONICA MANRIQUEZ RECEIVED BONUSES OF $25,000, $14,500, AND $12,575, RESPECTIVELY DURING THE 2024 TAX YEAR. BONUSES ARE NON-FIXED PAYMENTS, DETERMINED BASED OFF OF PERFORMANCE OF INDIVIDUALS. X 2332198 FMV X 27 17405949 FMV X 5 2131442 FMV X CLIENT ASSISTANCE 1 2544376 FMV X AUCTION ITEMS 182 250890 FMV X UTILITY ASSISTANCE 2 14718 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 23 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 15A THE OFFICERS CONSIDER ANNUAL PERFORMANCE REVIEWS, COMPARABLE COMPENSATION FROM SIMILAR LOCAL ORGANIZATIONS, AND A NUMBER OF OTHER FACTORS IN ESTABLISHING EXECUTIVE STAFF COMPENSATION. 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 449,872. CHANGE IN INTEREST IN NET ASSETS OF CCDT 261,114. CHANGE IN NET ASSETS OF TRUST 2,212,564. 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 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0