2026-04-01T15:13:55-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 231598117 CATHOLIC CHARITIES OF THE DIOCESE OF ALLENTOWN INC CATH 6104351541 402 WEST CHEW STREET ALLENTOWN PA 18102 ANDREA KOCHAN NEAGLE EXECUTIVE DIRECTOR 6104351541 2026-03-31 1 1 KERRI N BOGDA P00760402 7177404863 2026-03-06 2024 2025-03-06 01:10:19Z ANDREA KOCHAN NEAGLE 402 WEST CHEW STREET ALLENTOWN PA 18102 3724553 0 X WWW.CATHOLICCHARITIESAD.ORG X 1954 PA CATHOLIC CHARITIES PROVIDES HUMAN SERVICES TO ANYONE IN NEED, REGARDLESS OF THEIR FAITH. 10 10 40 62 0 0 2848928 2580827 328831 379277 15766 631151 -174 -6919 3193351 3584336 1022870 689111 0 0 1663239 1778294 0 0 103389 649180 662106 3335289 3129511 -141938 454825 8670630 9391642 979603 1058514 7691027 8333128 X CATHOLIC CHARITIES, DIOCESE OF ALLENTOWN SERVES AS A LIVING EXPRESSION OF CHRIST'S LOVE BY PROVIDING COMPASSIONATE, PROFESSIONAL SERVICES, ADVOCACY, AND HOPE TO INDIVIDUALS, FAMILIES, AND COMMUNITIES, REGARDLESS OF FAITH WHILE RESPECTING THE DIGNITY AND SANCTITY OF ALL HUMAN LIFE. 0 0 1386537 509431 353207 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. 503984 179680 0 COMMUNITY FOOD SERVICES: SOUP KITCHENS AND PANTRIES AND FOOD TRUCK IN FIVE COUNTY AREATHE ALLENTOWN ECUMENICAL SOUP KITCHEN AND PANTRY, THE SCHUYLKILL COUNTY COMMUNITY CAF 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. FRESH GROCERY ITEMS ARE MADE AVAILABLE THROUGH CORPORATE PARTNERSHIPS. HOT MEALS ARE SERVED THREE DAYS PER WEEK IN ALLENTOWN. THE SCHUYLKILL COUNTY MOBILE KITCHEN SERVES 13 COMMUNITIES IN THE COUNTY, SERVING THREE DAYS A WEEK/TWO MEALS PER DAY. THE BERKS COUNTY FOOD DISTRIBUTION TAKES PLACE ONCE PER MONTH. ALL SERVICE LOCATIONS OFFER EMERGENCY FOOD PANTRIES. 406243 0 26070 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. 269131 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 BERKS, LEHIGH AND NORTHAMPTON COUNTIES, SERVING 150+ 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. 63426 0 0 OTHER 332557 0 0 2629321 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 87 0 40 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 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 DEACON CHRIS KINSELLA CHAIR 1.00 0.00 X X 0 0 0 LISA GEOSITS CHAIR (UNTIL 11/24) 5.00 0.00 X X 0 0 0 PAM RUSSO SECRETARY 5.00 0.00 X X 0 0 0 MICHAEL MIZAK JR TREASURER 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 GABRIELLE MATEJCEK BOARD MEMBER 1.00 0.00 X 0 0 0 BETH BEERS BOARD MEMBER 1.00 0.00 X 0 0 0 ANDREA KOCHAN NEAGLE EXECUTIVE DIRECTOR 37.50 0.00 X 82282 0 31115 82282 0 31115 0 0 0 0 0 79629 208921 977095 1315182 161223 2580827 PROGRAM FEES 900099 379277 379277 379277 4150 4150 651674 75506 0 100179 651674 -24673 627001 627001 23269 208921 33653 -10384 -10384 9850 6385 3465 3465 3584336 379277 0 624232 689111 689111 129493 129493 1153435 861674 223395 68366 67139 52841 13002 1296 267203 201005 54050 12148 161024 129592 24364 7068 5869 3161 2597 111 31905 31905 25687 13722 8203 3762 6702 5184 1518 54108 46406 7702 40616 36377 1368 2871 223830 203971 13341 6518 41590 40590 964 36 48752 43807 3951 994 46298 46187 111 FOOD 110367 110367 STAFF DEVELOPMENT 20669 14380 6070 219 MISCELLANEOUS 4302 42 4260 BAD DEBTS EXPENSE 1411 1411 3129511 2629321 396801 103389 65676 13492 186159 186239 524117 542673 37680 51660 903284 399315 503683 503969 5671425 6213376 840445 851513 841445 1028720 8670630 9391642 84170 147934 54988 59067 840445 851513 979603 1058514 X 6280277 6695637 1410750 1637491 7691027 8333128 8670630 9391642 X 454825 1 187275 X 0 1 X 1 0 X 4213021 6812899 6003932 2848928 2580827 22459607 4213021 6812899 6003932 2848928 2580827 22459607 22459607 7495 6906 13552 9085 4150 41188 701 31682 30082 25689 33119 121273 22622068 1613086 0.99280 0.99200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING NON-CHARITABLE RECEIPTS - 2021 AMOUNT: $ 30,682. 2022 AMOUNT: $ 28,904. 2023 AMOUNT: $ 25,365. 2024 AMOUNT: $ 33,119. BAD DEBT RECOVERY - 2021 AMOUNT: $ 260. MISCELLANEOUS INCOME - 2020 AMOUNT: $ 701. 2021 AMOUNT: $ 740. 2022 AMOUNT: $ 1,178. 2023 AMOUNT: $ 324. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5756753 655824 240750 6171827 5470091 626599 339937 5756753 5155611 338268 23788 5470091 5285333 486664 -616386 5155611 3814861 565084 905388 5285333 0.99820 0.00180 0.00000 0 0 5000 5000 201356 48059 153297 5575 659 4916 396317 328934 67383 295036 21663 273373 503969 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1028720 1028720 LEASE LIABILITY 851513 851513 X 3811649 187275 187275 3624374 -40038 -40038 3584336 3169549 40038 40038 3129511 0 3129511 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, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL TRUST 187,275. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -40,038. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 40,038. GALA 2024 232190 208921 23269 5500 17769 10384 232190 208921 23269 5500 17769 10384 33653 -10384 1 DIRECT HOUSING ASSISTANCE 259 375132 FOOD BOXES 531 30800 COST DONATED FOOD DISTRIBUTED IN PREPARED BOXES MATERIAL GOODS/GIFT CARDS 317 56267 COST DONATED MATERIAL GOODS AND GIFT CARDS SOUP KITCHEN MEALS 69282 105524 74156 COST MEALS PROVIDED TO INDIVIDUALS UTILITY ASSISTANCE 139 47232 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 6802 103672 COST X VARIOUS BABY ITEMS 1747 52956 COST X GIFT CARDS 115 4595 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 CHANCELLOR. 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 187,275. 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