2025-12-17T09:46:12-06:00 2025-06-30 450250958 Eide Bailly LLP 4585 Coleman St Ste 200 Bismarck ND 58503 990 2024-07-01 450226416 Catholic Charities North Dakota CATH 7012354457 5201 Bishops Boulevard Suite B Fargo ND 58104 Kari Dew Executive Director 7012354457 2025-12-08 1 1 Lisa Chaffee CPA P00193453 7012551091 2025-12-08 2024 2025-03-06 01:10:19Z Kari Dew 5201 Bishops Boulevard Suite B Fargo ND 58104 8812013 0 0928 X www.catholiccharitiesnd.org X 1929 ND Catholic Charities of North Dakota provides services to people in need across the state of ND. 18 18 103 20 0 0 986575 1048426 6590969 7612436 128909 128454 20768 18430 7727221 8807746 18883 14512 0 0 6035062 6823769 0 0 390174 1347515 1349300 7401460 8187581 325761 620165 6854340 7521042 971051 815029 5883289 6706013 X Guided by our values, Catholic Charities North Dakota serves people in need and advocates for the common good of all. 0 0 2631706 350 3105336 During the past fiscal year, the Guardianship Division - Intellectual Disabilities served over 556 wards throughout the State of North Dakota.During the past fiscal year, Catholic Charities North Dakota's other Guardianship Program, Guardianship Services - Vulnerable, served 143 wards in 26 counties in North Dakota. 3459849 1479 4256338 In the AASK Program (Adults Adopting Special Kids), 328 special needs adoptions were finalized, and 813 children received AASK services. 444981 94018 The Pregnancy, Parenting, and Adoption Program of Catholic Charities North Dakota worked with 23 pregnancy counseling clients and placed 13 children into families. 226859 12683 156744 The Counseling program provided services to 160 individuals during the past fiscal year. 226859 12683 156744 6763395 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 103 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X Kari Dew and Crystal Kloos 7012354457 5201 Bishops Blvd Suite B Fargo ND 58104 Bishop John Folda President 0.60 X X 0 0 0 Bishop David Kagan Vice President 0.60 X X 0 0 0 Deacon Anthony Ternes Chairman 1.00 X X 0 0 0 Cody Miller Vice Chair 0.60 X X 0 0 0 Dr Alice Hoffert Treasurer 0.60 X X 0 0 0 Fr William Gerlach Secretary 0.60 X X 0 0 0 Roxana Gayton Director 0.60 X 0 0 0 Sr Sharon Altendorf Director 0.60 X 0 0 0 Heidi Bittner Director 0.60 X 0 0 0 Rev James Ermer Director 0.60 X 0 0 0 Dr Diane Fladeland Director 0.60 X 0 0 0 Jana Heen Director 0.60 X 0 0 0 Rev Greg Hilzendeger Director 0.60 X 0 0 0 Rebecca Leier Director 0.60 X 0 0 0 Deacon Jerry Martin Director 0.60 X 0 0 0 Sherri Doll Director as of Sept 2024 0.60 X 0 0 0 Greg Salwei Director 0.60 X 0 0 0 Scott Sandness Director 0.60 X 0 0 0 Ron Schatz Director 0.60 X 0 0 0 Laura Hall Director as of Sept 2024 0.60 X 0 0 0 Kari Dew Executive Director 40.00 X 131916 0 22592 Dan Mykleseth Director of Finance until Oct 2024 40.00 X 64632 0 5855 Crystal Kloos Director of Finance as of Oct 2024 40.00 X 19558 0 2606 Loren Loh Director of IT 40.00 X 127299 0 21709 343405 0 52762 2 0 1 0 0 6625 1041801 1048426 AASK 624100 4256338 4256338 Guardianship 624100 2285658 2285658 Guardianship Vulnerabl 624100 819678 819678 Counseling 624100 154799 154799 Child Welfare 624100 94018 94018 1945 1945 7612436 128454 128454 22697 4267 18430 18430 8807746 7612436 0 146884 14512 14512 300869 15043 270783 15043 5234332 4690177 348345 195810 192300 172853 10408 9039 707468 596639 56533 54296 388800 333271 41957 13572 116771 96530 20241 86069 85118 951 133420 63552 16569 53299 197901 137329 55238 5334 152227 28831 122350 1046 265495 241428 18522 5545 158848 151176 4450 3222 76094 56359 18862 873 51511 15791 35505 215 13105 12599 506 Post Adoption Services 44464 44464 Dues & Subscriptions 27839 3266 7156 17417 Accreditation 3145 3145 22411 1312 6142 14957 8187581 6763395 1034012 390174 3639443 4139302 227720 233413 573815 707697 18678 35392 486636 403139 135008 83497 1804092 2007751 455584 313990 6854340 7521042 508124 492916 462927 322113 971051 815029 X 5413151 6195071 470138 510942 5883289 6706013 6854340 7521042 620165 202559 0 X 0 1 X 1 0 X 1759148 2064962 943681 986575 1048426 6802792 1759148 2064962 943681 986575 1048426 6802792 855938 5946854 19003 36787 87167 128909 128454 400320 7203112 31095001 0.82560 0.83520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1804092 11291 202557 10189 2007751 1610473 12951 189788 9120 1804092 1478992 11000 131781 11300 1610473 1736288 14965 -264902 7359 1478992 1379413 27609 335312 6046 1736288 0.86620 0.10130 0.03250 1 0 486636 403139 83497 83497 Operating Lease Liability 322113 322113 X 9014572 202559 202559 8812013 -4267 -4267 8807746 8191848 4267 4267 8187581 0 8187581 Part V, Line 4: The endowment funds are used for the operations of current programs, if needed, and for the expansion of the agency for program and service needs and facilities needed for growth. The permanent endowment funds use only the earnings on the fund while the principal remains intact. Part X, Line 2: Management believes that the entity has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Organization would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Part XI, Line 4b - Other Adjustments: Fundraising Expenses Included with Revenues -4,267. Part XII, Line 2d - Other Adjustments: Fundraising Expenses Included with Revenues 4,267. Chip in for Charity 22697 22697 4267 22697 22697 4267 4267 18430 1 Financial Assistance to Individuals 34 10683 Financial Assistance to Individuals - Guardianship 1 350 Hassing Scholarship 2 2000 Post Adopt Scholarship 3 1479 Part I, Line 2: Funds for financial assistance are only granted after a thorough collection of information from the requested recipient. The Executive Director then reviews the information and makes a decision based on the verification of information, the need, and the individual having a plan going forward. Financial assistance is limited to one time a year. Financial assistance is limited to $500/month based on the monthly donation we receive for that same amount from a local church. Hassing Scholarship recipients must also fill out paperwork showing the need and their compliance with the requirements of the scholarship endowment fund set up. The Internal Relations/Oversight Committee reviews all Hassing Scholarship applications to determine their compliance with the requirements and makes a recommendation to the full Board of Directors. We offer up to two $1,000 Hassing Scholarships per year per the terms of the endowment fund set up. For the Post Adopt Scholarship, it is a service CCND provides. There is an application process that families fill out and they also sign an acknowledgement that if they are unable to attend, a refund cannot be obtained. They are required to pay/reimburse ND Post Adopt the cost. X X 0 0 0 0 0 0 0 0 0 Kari Dew Executive Director 131916 0 0 0 0 0 7210 0 15568 0 154694 0 0 0 Form 990, Part VI, Section A, line 1a There are two Bishops on the board of directors. Each Bishop has a liason on the board. When the Bishop is not in attendance, the Bishop's liason has voting rights on the board for that Bishop. All other Board members and directors have the same voting rights. When there is a tie, the Board President's vote is the deciding factor. However as described in Schedule O, in the narrative related to Part VI, Section A, Line 7b, certain matters as proposed by the board require a concurring affirmative vote of the members and directors. The Executive Committee shall be composed of the officers of the Board, the Members, and the Executive Director. It shall act as the Steering Committee to plan the regular Board meetings and set the agenda. The Executive Committee shall be authorized to meet and act separately from the Board to transact necessary and urgent business during intervals between regular Board meetings. The Chair of the Board shall be the ex-officio Chair of this committee. All actions taken by the Executive Committee shall be fully explained to the attending Board members at the next regular Board meeting. No significant policy change or controversial action shall be taken by this committee without approval of the full Board. The Executive Committee will be responsible for evaluation and compensation of the Executive Director. Form 990, Part VI, Section A, line 2 Bishop John Folda has a business relationship with Fr. William Gerlach and Rev. James Ermer. Bishop David Kagan has a business relationship with Ron Schatz and Fr. Greg Hilzendeger. Form 990, Part VI, Section A, line 6 The members of this Corporation shall be ex-officio, the Bishop of the Diocese of Fargo and the Bishop of the Diocese of Bismarck or the canonical successor of either Bishop as determined by the canon law of the Roman Catholic Church. Form 990, Part VI, Section A, line 7a The Bishop of the Diocese of Fargo shall appoint one half of the required number of Directors and the Bishop of the Diocese of Bismarck shall appoint one half of the required number of Directors. Form 990, Part VI, Section A, line 7b The following matters as proposed by the board require the concurring affirmative vote of the Members: 1. To Amend the Articles of Incorporation and By-laws 2. To approve any encumbrance, sale of other disposition of substantial assets of the Corporation 3. To approve any fundamental reorganization of the Corporation such as a merger, consolidation, dissolution or any transaction affecting the legal purpose or governance of the Corporation 4. To approve any lease of the Corporation's property beyond seven years or other term as established from time to time by the Members 5. To participate in the search, selection and evaluation processes of the Chief Executive Officer The following authority shall be exercised by each Member, individually and shall be final without the concurring vote of the other Member: 1. Each Member shall appoint one half of the required number of Directors 2. The Member shall have the authority to remove with or without cause the Director appointed by him. Form 990, Part VI, Section B, line 11b The Director of Finance reviews the completed 990 and presents any issues to the Executive Director. The 990 is then approved by the Director of Finance and Executive Director. A copy will also be provided to the board prior to filing. Form 990, Part VI, Section B, line 12c The conflict of interest policy covers all board members, directors, officers, employees, volunteers and paid consultants. The Executive Committee reviews the conflict of interest statements for any disclosed conflicts. In addition to disclosing any conflicts of interest, if any of the individuals covered by the conflict of interest policy believe they might have a real or potential conflict of interest, they must abstain from: -participating in discussions or deliberations with respect to the subject of the conflict (other than to present factual information or to answer questions) -using his/her personal influence to affect deliberations -making motions -voting -executing agreements -or taking similar actions on behalf of the organization where the conflict of interest might pertain by law, agreement or otherwise. Form 990, Part VI, Section B, line 15a The Executive Committee of the Board determines compensation for the Executive Director. Salary comparisons are obtained from the state of North Dakota, Catholic Charities USA, and other similar non-profit organizations to provide comparability data for use in the process of determining compensation. The Executive Committee last performed a general review of the Executive Director's salary in 2023. The compensation for the Executive Director was last reviewed with comparability data in 2023. Compensation for the Director of Finance is decided by the Executive Director. Any changes in compensation are primarily based on what is available in related budgets. Compensation figures for both the Executive Director and the Director of Finance are also compared to figures provided by Catholic Charities USA, ND Association of Non-profits, and ND Job Service. Form 990, Part VI, Section C, line 19 The governing documents, conflict of interest policy, and financial statements of the organization are available to the general public upon request.