2025-03-14T14:45:50-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 231598117 CATHOLIC CHARITIES OF THE DIOCESE OF ALLENTOWN INC CATH 6104351541 402 WEST CHEW STREET ALLENTOWN PA 18102 ANDREA KOCHAN NEAGLE EXECUTIVE DIRECTOR 6104351541 2025-03-13 1 1 KERRI N BOGDA CPA P00760402 7177404863 2025-03-10 2023 2025-03-06 01:10:19Z ANDREA KOCHAN NEAGLE 402 WEST CHEW STREET ALLENTOWN PA 18102 5212533 0 X WWW.CATHOLICCHARITIESAD.ORG X 1954 PA CATHOLIC CHARITIES PROVIDES HUMAN SERVICES TO ANYONE IN NEED, REGARDLESS OF THEIR FAITH. 8 8 48 320 0 0 6003932 2848928 298730 328831 -3048 15766 -20943 -174 6278671 3193351 3656385 1022870 0 0 1874455 1663239 0 0 97639 725907 649180 6256747 3335289 21924 -141938 8040816 8670630 874224 979603 7166592 7691027 X THE MISSION OF CATHOLIC CHARITIES IS TO PROVIDE COMPASSIONATE HUMAN SERVICES WITH RESPECT FOR THE SANCTITY OF ALL HUMAN LIFE. 0 0 1369761 1022870 300512 COMMUNITY AND VETERANS SUPPORT SERVICES AND CASE MANAGEMENTIN PARTNERSHIP WITH PRIVATE DONORS AND GOVERNMENT AGENCIES IN A WIDE RANGE OF AREAS, CATHOLIC CHARITIES OFFERS HOUSING LOCATION AND RENTAL ASSISTANCE, UTILITY BILL BUDGETING AND PAYMENT ASSISTANCE, AND DISASTER RELIEF ASSISTANCE. A PROGRAM FOR OLDER ADULTS, ENSURING THEIR SAFETY AND INDEPENDENCE IS ALSO PART OF OUR SERVICES. CATHOLIC CHARITIES IS THE SOLE ADMINISTRATOR OF THE FEDERAL SUPPORTIVE SERVICES FOR VETERAN FAMILIES PROGRAM IN LEHIGH, NORTHAMPTON AND SCHUYLKILL COUNTIES, AND WORKS IN PARTNERSHIP WITH ADDITIONAL AGENCIES IN BERKS AND CARBON COUNTIES. THE PROGRAM PROVIDES CASE MANAGEMENT AND SUPPORTIVE SERVICES TO PREVENT THE IMMINENT LOSS OF A VETERAN'S HOME OR IDENTIFY A NEW, MORE SUITABLE HOUSING SITUATION FOR THE INDIVIDUAL AND HIS OR HER FAMILY; OR TO RAPIDLY RE-HOUSE VETERANS AND THEIR FAMILIES WHO ARE HOMELESS AND MIGHT REMAIN HOMELESS WITHOUT THIS ASSISTANCE. 749959 0 0 COMMUNITY FOOD SERVICES: SOUP KITCHENS AND PANTRIES IN FIVE COUNTY AREATHE ALLENTOWN ECUMENICAL SOUP KITCHEN AND PANTRY, THE POTTSVILLE AREA KITCHEN COMMUNITY CAFE FOOD TRUCK AND THE BERKS COUNTY FOOD DISTRIBUTION ALL OPERATE TO ADDRESS FOOD INSECURITY. THERE ARE NO BARRIERS TO FOOD ACCESS IN ANY OF THE COMMUNITY FOOD SERVICE PROGRAMS OFFERED BY CATHOLIC CHARITIES. IN APRIL 2024, CATHOLIC CHARITIES' ALLENTOWN ECUMENICAL SOUP KITCHEN RETURNED TO PRE-COVID SIT DOWN MEAL SERVICE. FRESH GROCERY ITEMS ARE MADE AVAILABLE THROUGH CORPORATE PARTNERSHIPS, AND AVAILABLE WEEKLY IN THE ALLENTOWN KITCHEN. HOT MEALS ARE SERVED THREE DAYS PER WEEK IN ALLENTOWN, AND FOUR DAYS PER WEEK IN POTTSVILLE. TO SERVE A LARGER GEOGRAPHIC AREA IN SCHUYLKILL COUNTY, CATHOLIC CHARITIES TRANSITIONED FROM A ONE SERVICE LOCATION SOUP KITCHEN TO THE COMMUNITY CAFE FOOD TRUCK. THE FOOD TRUCK SERVES 12 COMMUNITIES THROUGHOUT SCHUYLKILL COUNTY, MANY OF WHICH LACK ACCESS TO PANTRIES AND SOUP KITCHENS. THE BERKS COUNTY FOOD DISTRIBUTION TAKES PLACE ONCE PER MONTH. 229423 0 0 CERTIFIED LONG-TERM CARE OMBUDSMAN PROGRAMCATHOLIC CHARITIES IS THE SOLE PROGRAM ADMINISTRATOR FOR THE COMMONWEALTH OF PENNSYLVANIA'S LONG-TERM CARE OMBUDSMAN PROGRAM IN LEHIGH AND NORTHAMPTON COUNTIES, SERVING 125+ FACILITIES. CERTIFIED OMBUDSMAN WORK TO RESOLVE COMPLAINTS AND ISSUES ON BEHALF OF INDIVIDUALS RESIDING IN LONG-TERM CARE SETTINGS, SUCH AS NURSING HOMES, ASSISTED LIVING FACILITIES, AND PERSONAL CARE HOMES. OMBUDSMEN EMPOWER RESIDENTS BY EDUCATING THEM ON THEIR RIGHTS UNDER FEDERAL AND STATE LAW AND ADVOCATE FOR THOSE WHO ARE UNABLE TO ADVOCATE FOR THEMSELVES, TO ENSURE THAT THEY RECEIVE THE HIGHEST QUALITY OF CARE. 425496 0 25334 COUNSELING AND PREGNANCY AND PARENTING SUPPORT SERVICESPROFESSIONAL COUNSELORS OFFER HELP IN AREAS SUCH AS DEPRESSION, ANXIETY, MARRIAGE AND FAMILY ISSUES. SOME INSURANCES ARE ACCEPTED FOR SERVICES AND WE ALSO OFFER A SLIDING FEE SCALE BASED ON HOUSEHOLD NET INCOME. NO COST PROFESSIONAL COUNSELING IS OFFERED IN DIOCESAN HIGH SCHOOLS AND SOME ELEMENTARY SCHOOLS. THE COUNSELING PROGRAM ALSO OFFERS PREGNANCY AND PARENTING COUNSELING AND MATERIAL ASSISTANCE. 42643 0 2985 OTHER 468139 0 28319 2817282 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 229 0 48 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X SUSAN MAZZA FINANCE DIRECTOR 6104351541 402 WEST CHEW STREET ALLENTOWN PA 18102 LISA GEOSITS CHAIR 5.00 0.00 X X 0 0 0 TIMOTHY DUCKWORTH JR TREASURER 1.00 0.00 X X 0 0 0 DEACON CHRIS KINSELLA SECRETARY 1.00 0.00 X X 0 0 0 REV MSGR WALTER SCHEAFFER BOARD MEMBER 1.00 0.00 X 0 0 0 REV DAVID KOZAK BOARD MEMBER 1.00 0.00 X 0 0 0 PATRICIA MILOT BOARD MEMBER 1.00 0.00 X 0 0 0 ANDREW D'ANGELO BOARD MEMBER 1.00 0.00 X 0 0 0 REV RICHARD BRENSINGER BOARD MEMBER 1.00 0.00 X 0 0 0 ROBERT NICOLELLA EXEC. DIR. ('TIL 5/23), PROG. DIR. ('TIL 9/23) 37.50 0.00 X 62082 0 18298 ANDREA KOCHAN NEAGLE MNG.DIR.(UNTIL 9/23)/ED(AS OF 9/23) 37.50 0.00 X 59994 0 11461 122076 0 29759 0 0 0 0 0 87215 138773 746633 1876307 535088 2848928 PROGRAM FEES 900099 328831 328831 328831 9085 9085 2000000 1990827 2492 9173 -2492 6681 6681 18881 138773 23808 -4927 -4927 6484 2055 4429 4429 MISCELLANEOUS 900099 324 324 324 3193351 328831 0 15592 1022870 1022870 124130 124130 1093219 817298 225497 50424 56052 45988 7874 2190 245826 188803 48917 8106 144012 112209 25104 6699 10114 5140 4800 174 38616 38616 97845 82198 13048 2599 24716 11890 2336 10490 69112 52991 9363 6758 38931 32919 5932 80 212646 192538 12837 7271 31514 30177 1253 84 41063 36032 4498 533 41988 41380 384 224 STAFF DEVELOPMENT 31991 10075 19909 2007 BAD DEBTS EXPENSE 5238 5238 FOOD 5206 5206 ACTIVITIES 200 200 3335289 2817282 420368 97639 198153 65676 354312 186159 521953 524117 56358 37680 1011705 508022 355444 503683 5198662 5671425 572521 840445 783413 841445 8040816 8670630 195909 84170 105794 54988 572521 840445 874224 979603 X 5845376 6280277 1321216 1410750 7166592 7691027 8040816 8670630 X -141938 608341 58032 X 0 1 X 1 0 X 2284902 4213021 6812899 6003932 2848928 22163682 2284902 4213021 6812899 6003932 2848928 22163682 22163682 6927 7495 6906 13552 9085 43965 45912 701 31682 30082 25689 134066 22341713 1483036 0.99200 0.99060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING NON-CHARITABLE RECEIPTS - 2019 AMOUNT: $ 45,713. 2021 AMOUNT: $ 30,682. 2022 AMOUNT: $ 28,904. 2023 AMOUNT: $ 25,365. BAD DEBT RECOVERY - 2021 AMOUNT: $ 260. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 199. 2020 AMOUNT: $ 701. 2021 AMOUNT: $ 740. 2022 AMOUNT: $ 1,178. 2023 AMOUNT: $ 324. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5470091 626599 339937 5756753 5155611 338268 23788 5470091 5285333 486664 -616386 5155611 3814861 565084 905388 5285333 3760404 63424 8967 3814861 0.99804 0.00196 0.00000 0 0 14600 14600 356964 110813 246151 625 526 99 470124 390833 79291 169392 5850 163542 503683 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 841445 841445 LEASE LIABILITY 840445 840445 X 3885587 608341 58032 666373 3219214 -25863 -25863 3193351 3361152 25863 25863 3335289 0 3335289 PART V, LINE 4: THE PURPOSE OF THE FUNDS FUNCTIONING AS AN ENDOWMENT IS TO SUPPORT THE CORPORATION AND ITS MISSION OVER THE LONG-TERM. ACCORDINGLY, THE PRIMARY INVESTMENT OBJECTIVES OF THE ENDOWMENT ARE TO: (1) PRESERVE THE REAL PURCHASING POWER OF THE PRINCIPAL, AND (2) PROVIDE A STABLE SOURCE OF PERPETUAL FINANCIAL SUPPORT IN ACCORDANCE WITH THE OBJECTIVES OF THE BOARD OF DIRECTORS. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL TRUST 58,032. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -25,863. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 25,863. GALA 2024 157654 138773 18881 14884 8924 157654 138773 18881 14884 8924 23808 -4927 1 DIRECT HOUSING ASSISTANCE 243 350667 FOOD BOXES 5149 331153 COST DONATED FOOD DISTRIBUTED IN PREPARED BOXES MATERIAL GOODS/GIFT CARDS 293 48609 COST DONATED MATERIAL GOODS AND GIFT CARDS SOUP KITCHEN MEALS 57269 16481 152116 COST MEALS PROVIDED TO INDIVIDUALS UTILITY ASSISTANCE 238 123844 PART I, LINE 2: THE ORGANIZATION MAINTAINS BOOKS AND RECORDS PERTAINING TO THE CHARITABLE ASSISTANCE THAT IT GRANTS. WHERE NECESSARY AND/OR PRUDENT, THE ORGANIZATION WILL PROVIDE MONETARY ASSISTANCE TO OTHER ORGANIZATIONS ON BEHALF OF INDIVIDUALS, SUCH AS HOUSING ASSISTANCE. THE ORGANIZATION PROVIDES ASSISTANCE TO ALL THOSE IN NEED AND WILL VERIFY NEED WHERE NECESSARY AND/OR PRUDENT. EACH PROGRAM OF CATHOLIC CHARITIES HAS ITS OWN SELECTION CRITERIA FOR ASSISTANCE TO INDIVIDUALS. PROOF OF INCOME IS REQUIRED FOR MOST PROGRAMS, INCLUDING HOUSING AND COUNSELING. X 62418 486479 COST X VARIOUS BABY ITEMS 293 45609 COST X GIFT CARDS 75 3000 COST 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN PART I, COLUMN B REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION ARE THE BISHOP OF THE DIOCESE OF ALLENTOWN, THE VICAR GENERAL, AND THE SECRETARY FOR CLERGY. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE THE POWER TO ELECT AND REMOVE BOARD DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE CORPORATION HAVE CERTAIN POWERS RESERVED EXCLUSIVELY TO THEM OF WHICH SOME ARE MENTIONED BELOW: TO DETERMINE THE POLICIES OF THE CORPORATION AS THEY RELATE TO ITS MISSION. TO AMEND, REVISE OR OTHERWISE MODIFY THE BYLAWS AND ARTICLES OF INCORPORATION. TO PURCHASE, SELL, LEASE, MORTGAGE, TRANSFER AND/OR ENCUMBER REAL ESTATE. TO CONSOLIDATE, MERGE, OR LIQUIDATE THE CORPORATION. TO APPOINT AND/OR REMOVE THE MEMBERS OF THE BOARD OF DIRECTORS. TO APPOINT OR REMOVE THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL INITIALLY BE REVIEWED INTERNALLY BY THE EXECUTIVE DIRECTOR AND FINANCE DIRECTOR. FOLLOWING THE INITIAL INTERNAL REVIEW, THE DRAFT FORM 990 WILL BE REVIEWED BY THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. UPON COMMITTEE APPROVAL, ALL BOARD MEMBERS WILL RECEIVE A COPY OF THE COMPLETED RETURN PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE AGENCY ANNUALLY REQUIRES DIRECTORS AND OFFICERS TO SIGN A CONFLICT OF INTEREST STATEMENT. ANY DIRECTOR OR OFFICER IS REQUIRED TO DISCLOSE CONFLICTS OR POTENTIAL CONFLICTS TO THE ORGANIZATION'S PRESIDENT WHEN HE OR SHE BECOMES AWARE OF SUCH A SITUATION. THE PRESIDENT OR DESIGNEE WILL INVESTIGATE ALL RELEVANT FACTS AND CIRCUMSTANCES AND REPORT HIS OR HER CONCLUSIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD. THE DIRECTOR OR OFFICER WILL BE EXCUSED FROM ANY BOARD LEVEL DISCUSSION OF THE CONFLICT. THE CONFLICT OF INTEREST POLICY EXPLICITLY STATES FAMILY AND BUSINESS RELATIONSHIPS MUST BE SCRUTINIZED FOR CONFLICTS AS WELL. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR KEY EMPLOYEES, INCLUDING THE EXECUTIVE DIRECTOR, ADMINISTRATORS, AND DIRECTOR OF ADVANCEMENT, IS SET IN CONSULTATION WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND THE DIOCESAN HUMAN RESOURCE DIRECTOR. CATHOLIC CHARITIES COMPARES ITS COMPENSATION WITH NATIONAL SALARY DATA SURVEYS (THE MOST RECENT IN JULY 2014) TO ENSURE SALARIES REMAIN WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. ANNUAL INCREASES ARE APPROVED BY THE BOARD AND ARE RECORDED IN BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY WILL PROVIDE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL TRUST 58,032. DIOCESE OF ALLENTOWN 4029 W TILGHMAN ST ALLENTOWN PA 18105 231598116 RELIGIOUS INSTITUTION PA 501(C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0