2026-05-04T14:45:32-05:00 2025-06-30 420714325 RSM US LLP 4650 EAST 53RD STREET DAVENPORT IA 528073479 990 2024-07-01 430887779 CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH INC CATH 8162214377 8001 LONGVIEW ROAD KANSAS CITY MO 64134 KAREN NOEL CHIEF EXECUTIVE OFFICER 8162214377 2026-04-16 1 0 JENIFER L CHASE P01306883 8167533000 2026-04-16 2024 2025-03-06 01:10:19Z KAREN NOEL 8001 LONGVIEW ROAD KANSAS CITY MO 64134 10654261 0 X WWW.CATHOLICCHARITIES-KCSJ.ORG X 1968 MO HELPING PEOPLE MOVE TO A BETTER LIFE THROUGH HOPE-FILLED CARE, SERVICES, AND ADVOCACY 17 17 103 656 0 0 6587199 4596004 5725733 4881504 139030 87410 -97751 -70414 12354211 9494504 3229447 3655955 0 0 4228633 4328361 0 0 624531 1380634 1444585 8838714 9428901 3515497 65603 9565851 9651020 1745728 1703737 7820123 7947283 X HELPING PEOPLE MOVE TO A BETTER LIFE THROUGH HOPE-FILLED CARE, SERVICES, AND ADVOCACY; CALLING ALL THOSE OF GOODWILL TO JOIN US 0 0 3333777 2151198 3445307 THE COMMUNITY HOUSING PROGRAM PROVIDES RAPID REHOUSING PREVENTION THROUGH SUPPORTIVE SERVICES FOR VETERANS' FAMILIES AND PERMANENT SUPPORTIVE SERVICES FOR CHRONICALLY HOMELESS INDIVIDUALS. 2289509 1348896 402641 THE WELCOME CENTER PROGRAM ACTS AS THE CATHOLIC CHARITIES OF KANSAS CITY - ST. JOSEPH, INC'S SINGLE-ENTRY POINT, OFFERING RENT AND UTILITY ASSISTANCE, EMERGENCY FOOD, EMERGENCY HYGIENE PRODUCTS, SEASONAL CLOTHING ITEMS, DIAPERS, AND HELP APPLYING FOR PUBLIC BENEFITS. 965700 60854 814148 THE CHILDREN AND FAMILY SERVICES PROGRAM INVOLVES WORKING WITH LOW-INCOME FAMILIES BY PROVIDING SERVICES TO PREGNANT WOMEN AND THOSE WITH CHILDREN IN THE HOME. CASE MANAGERS ASSIST CLIENTS IN SETTING AND ACHIEVING INDIVIDUALIZED GOALS, PROVIDING HEALTH INFORMATION AND EDUCATION, FACILITATING CHILD DEVELOPMENT SCREENINGS AND ASSESSMENTS, AND OFFERING ADDITIONAL SUPPORT. 508715 95007 219408 OTHER PROGRAMS 508715 95007 219408 7097701 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 301 0 1 103 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 X KEN BEVERS DIRECTOR OF FINANCE 8162214377 8001 LONGVIEW ROAD KANSAS CITY MO 64134 ROD CARSON CHAIR 1.00 X X 0 0 0 JOE ARNONE TREASURER 1.00 X X 0 0 0 DR EDWARD KREMER MEMBER 1.00 X 0 0 0 CLAUDIA GREIM MEMBER 1.00 X 0 0 0 FR JONATHAN DAVIS MEMBER 1.00 X 0 0 0 ANDREW SHEPARD MEMBER 1.00 X 0 0 0 JENIFER DOOLITTLE MEMBER 1.00 X 0 0 0 ADAM GUZMAN MEMBER 1.00 X 0 0 0 MELISSA FRERKING MEMBER 1.00 X 0 0 0 JUSTIN PULIKKAN MEMBER 1.00 X 0 0 0 MIKE TESMER MEMBER 1.00 X 0 0 0 LINDSAY JARQUIO MEMBER 1.00 X 0 0 0 PATTY SACK MEMBER 1.00 X 0 0 0 JOHN MCGURK MEMBER 1.00 X 0 0 0 FELICIA MENEFEE MEMBER 1.00 X 0 0 0 EMILY HOLWICK MEMBER 1.00 X 0 0 0 JACKIE GRIMWOOD MEMBER 1.00 X 0 0 0 SUNNY JONES COO 50.00 X 87640 0 24310 KAREN NOEL CEO 50.00 X 118118 0 44738 205758 0 69048 1 0 1 0 0 200938 740951 855278 111936 2686901 892069 4596004 COMMUNITY HOUSING 624310 3445307 3445307 EDUCATION & SUPPORT 624110 814148 814148 FOOD PANTRY 624310 208065 208065 WELCOME CENTER 624310 194576 194576 HOUSING DEVELOPMENT 624310 169408 169408 50000 50000 4881504 74708 74708 550 0 550 550 550 973234 953880 6652 19354 -6652 12702 12702 73197 740951 193486 -120289 -120289 44389 5739 38650 38650 MISCELLANEOUS 812900 10675 10675 10675 9494504 4881504 0 16996 3655955 3655955 247357 149514 69950 27893 3316371 2004571 937836 373964 85274 58645 9588 17041 428308 261859 127269 39180 251051 151898 70572 28581 52920 52920 13349 13349 133286 31615 100688 983 51297 2750 21111 27436 154130 44598 65578 43954 169596 86100 67610 15886 279621 214660 56722 8239 71376 55417 12042 3917 14921 4520 5058 5343 5636 4951 386 299 190311 140297 41758 8256 120242 93683 23728 2831 BAD DEBT 97434 97434 MISCELLANEOUS 54435 22145 17479 14811 DUES AND SUBSCRIPTIONS 20126 10316 6289 3521 TRAINING 14517 6701 6224 1592 1388 72 512 804 9428901 7097701 1706669 624531 708591 542159 949215 918951 0 377025 1208472 772441 78540 44469 38176 6807302 702624 5402876 6104678 925446 803352 248242 94238 9565851 9651020 808344 253633 10008 40783 927376 1409321 1745728 1703737 X 4015670 7310676 3804453 636607 7820123 7947283 9565851 9651020 65603 61557 0 X X 0 1 X 1 1 1 X 11145652 3803539 3243194 6587199 4596004 29375588 11145652 3803539 3243194 6587199 4596004 29375588 2366488 27009100 19733 38601 53885 121993 74708 308920 22858 2370 3779 995 10675 40677 29725185 20734950 0.90860 0.89800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 22,858. 2021 AMOUNT: $ 2,370. 2022 AMOUNT: $ 3,779. 2023 AMOUNT: $ 995. 2024 AMOUNT: $ 10,675. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 256137 256137 5936260 268315 5667945 473989 364427 109562 140916 69882 71034 6104678 DUE TO RELATED PARTIES 1315625 LEASE LIABILITY 93386 UNCLAIMED PROPERTY 310 1409321 9549364 61557 61557 9487807 13349 -6652 6697 9494504 9422204 0 9422204 13349 -6652 6697 9428901 PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSET -6,652. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSET -6,652. HOPE BALL 768461 708211 60250 5831 75286 10356 83724 GOLF TOURNAMENT 25417 20100 5317 7069 1 20270 12640 7630 1500 9720 814148 740951 73197 5831 75286 11856 100513 193486 -120289 44389 2000 3739 0 44389 2000 3739 5739 38650 MO 0 CATHOLIC CHARITIES OF KANSAS CITY - ST.JOSEPH DID NOT OBTAIN A LICENSE FOR THE RAFFLE ACTIVITY REPORTED IN SCHEDULE G, PART III. 0 1 0 1.00000 KEN BEVERS 8001 LONGVIEW ROAD KANSAS CITY MO 64134 0 NA 0 1 HOUSING 330 2000394 UTILITIES 361 296082 TRANSPORTATION 212 110973 CHILDREN SUPPORTIVE SERVICES 921 40201 44142 HISTORICAL ESTIMATED FMV BABY ITEMS FOOD 3136 107584 566265 FEEDING AMERICA AVG PRICE PER POUND FOOD OTHER SPECIAL ASSISTANCE 1165 81122 MEDICAL 11 2375 HYGIENE 3773 0 245612 FEEDING AMERICA AVG PRICE PER POUND HYGIENE HOUSE ITEMS 165 68345 852 HISTORICAL ESTIMATED FMV HOUSE ITEMS PART I, LINE 2: FIRST, THE PERSONNEL BECOME COMPLETELY FAMILIAR WITH THE ALLOWABLE EXPENDITURES, REIMBURSEMENT METHODS, RECORDING, AND REPORTING REQUIREMENTS OF EACH GRANT RECEIVED. CATHOLIC CHARITIES OF KANSAS CITY - ST. JOSEPH, INC. SETS UP FUNDING SOURCE DIMENSIONS IN THE ACCOUNTING SYSTEM TO TRACK AND REPORT ON GRANT FUNDS INDIVIDUALLY. IN ADDITION, THE ORGANIZATION KEEPS SPREADSHEETS THAT DOWNLOAD SYSTEM DATA. THIS DATA IS SHARED WITH PROGRAM/GRANT DIRECTORS IN A REAL TIME AND MONTHLY BASIS, AND ANY VARIANCES ARE RESEARCHED AND CORRECTED, IF NECESSARY. X X 0 0 0 0 0 0 0 0 0 KAREN NOEL CEO 110437 0 7681 0 0 0 6401 0 38337 0 162856 0 0 0 X 852 FMV X 440 35198 FMV X 303559 566265 FMV X HYGIENE PRODUCTS 148424 245612 FMV X BABY ITEMS 6306 44142 FMV 0 0 1 0 PART I, COLUMN (B): REPORTING THE NUMBER OF ITEMS RECEIVED EXCEPT FOR FOOD INVENTORY WHICH IS BASED ON AMOUNT IN POUNDS. FORM 990, PART VI, SECTION A, LINE 6 THE BISHOP OF THE DIOCESE OF KANSAS CITY - ST. JOSEPH IS THE SOLE MEMBER OF CATHOLIC CHARITIES OF KANSAS CITY - ST. JOSEPH, INC. FORM 990, PART VI, SECTION A, LINE 7A AS THE SOLE MEMBER OF THE CATHOLIC CHARITIES OF KANSAS CITY - ST. JOSEPH, INC. THE BISHOP OF THE DIOCESE OF KANSAS CITY - ST. JOSEPH SHALL BE ENTITLED TO THE SOLE VOTE ON ALL MATTERS REQUIRING A VOTE OF THE MEMBERS AS SPECIFIED BY LAW AND THE ORGANIZATION'S BYLAWS INCLUDING, WITHOUT LIMITATION, THE POWER TO CHANGE THE NUMBER OF DIRECTORS, TO ELECT THE BOARD OF DIRECTORS, AND TO REMOVE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B AS THE SOLE MEMBER OF THE CATHOLIC CHARITIES OF KANSAS CITY - ST. JOSEPH, INC. THE BISHOP OF THE DIOCESE OF KANSAS CITY - ST. JOSEPH SHALL BE ENTITLED TO THE SOLE VOTE ON ALL MATTERS REQUIRING A VOTE OF THE MEMBERS AS SPECIFIED BY LAW AND THE ORGANIZATION'S BYLAWS. THE BOARD, AS THE GOVERNING BODY, HAS THE POWER TO EXERCISE ALL OTHER CORPORATE POWERS AS DESIGNATED IN THE CORPORATE BYLAWS. UNLESS THE GOVERNING BODY OTHERWISE PROVIDES, THE CHIEF EXECUTIVE OFFICER SHALL HAVE GENERAL EXECUTIVE POWERS AND DUTIES OF MANAGEMENT AS ARE USUALLY VESTED IN THE OFFICE OF THE CEO OF A CORPORATION. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER, CHIEF PROGRAM OFFICER, SENIOR DIRECTOR OF DEVELOPMENT, AND DIRECTOR OF FINANCE PREPARE THE 990 QUESTIONNAIRE AND REVIEW THE FINAL 990 BEFORE IT IS PUBLISHED. THE AUDIT COMMITTEE OF THE BOARD REVIEWS THE FINAL DOCUMENT, AND THE FULL BOARD OF DIRECTORS APPROVES ITS RELEASE. FORM 990, PART VI, SECTION B, LINE 12C AT THE TIME OF HIRE (OR ELECTION IN THE CASE OF CORPORATE DIRECTORS) AND ANNUALLY THEREAFTER, THE CEO AND HIS/HER DESIGNEE SHALL PROVIDE TO THE BOARD AND TO ALL EXECUTIVE OFFICERS, ADMINISTRATIVE STAFF, ASSOCIATES AND VOLUNTEERS A COPY OF THE CONFLICT OF INTEREST POLICY. WHEN JOINING THE ORGANIZATION AND ANNUALLY, EACH SUCH PERSON IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE TO IDENTIFY ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES WITH RESPECT TO WHICH IT IS BELIEVED A CONFLICT MAY ARISE. SUCH ANNUAL MONITORING AND REVIEW PROCEDURES ARE PART OF THE CORPORATE COMPLIANCE PLAN. AN APPROPRIATE REPORT SHALL BE SUBMITTED TO THE AUDIT COMMITTEE CONCERNING ANY CORPORATE DIRECTOR INTEREST SO DISCLOSED. EACH MEMBER OF THE BOARD OF DIRECTORS AND ALL MANAGEMENT ASSOCIATES SHALL DISCLOSE FULLY AND FRANKLY ANY AND ALL ACTUAL OR POTENTIAL CONFLICTS OR DUALITY OF INTEREST OR RESPONSIBILITY, WHETHER INDIVIDUAL, PERSONAL OR BUSINESS WHICH MAY EXIST OR APPEAR AS TO EXIST. IF A DIRECTOR, STAFF MEMBER, ASSOCIATE OR VOLUNTEER HAS A PERSONAL OR FINANCIAL INTEREST IN A PARTICULAR CONTRACT OR TRANSACTION RELATED TO CATHOLIC CHARITIES, THE INDIVIDUAL MUST DISCLOSE ALL MATERIAL FACTS TO THE AUDIT COMMITTEE (FOR DIRECTORS) OR TO THE CEO OR HUMAN RESOURCES (FOR STAFF) AND, AS APPLICABLE, TO THE BOARD OF DIRECTORS FOR REVIEW, CONSIDERATION AND APPROVAL OR AUTHORIZATION. IF A DIRECTOR IS CONSIDERED TO HAVE A CONFLICT OF INTEREST, THE DIRECTOR SHALL NOT BE ALLOWED TO PARTICIPATE IN THE DISCUSSION REGARDING SUCH AUTHORIZATION OR APPROVAL AND IS NOT ALLOWED TO VOTE ON THE MATTER. THE MATTER IS DISCUSSED AND A VOTE, IF ANY, SHALL BE RECORDED IN THE MINUTES OF THE BOARD OR ITS COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A CATHOLIC CHARITIES OF KANSAS CITY - ST. JOSEPH DETERMINES COMPENSATION FOR ALL EMPLOYEES USING COMPARABILITY DATA, SUCH AS SALARY SURVEYS AND BENEFIT REPORTS OF SIMILAR ORGANIZATIONS TO INFORM COMPENSATION DECISIONS. COMPENSATION REVIEWS ARE PERIODICALLY CONDUCTED BY THE HR DEPARTMENT AND DIRECTOR OF FINANCE FOR REVIEW AND APPROVAL BY THE CEO FOR ALL JOBS WITHIN THE AGENCY. THE CEO SALARY IS INCLUDED IN THIS REVIEW. ANNUALLY, THE BOARD OF DIRECTORS, AN INDEPENDENT BODY, REVIEWS THE CEO SALARY WITH THE HR DEPARTMENT AND APPROVES ANY SALARY ADJUSTMENT/TREATMENT THAT IS CONSISTENT WITH SALARY TREATMENT OF OTHER STAFF. THE CEO'S COMPENSATION REVIEW AND APPROVAL PROCESS IS DOCUMENTED IN MEETING MINUTES AND HR RECORDS. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL AUDITED FINANCIAL STATEMENT IS AVAILABLE ON THE FEDERAL AUDIT CLEARINGHOUSE WEBSITE. GOVERNING DOCUMENTS AND THE CONFLICT-OF-INTEREST POLICY ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT AND SELECTION PROCESS HAS REMAINED UNCHANGED FROM PRIOR YEAR. CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND 4741 CAUGHLIN PKWY RENO NV 89519 856664787 BENEFIT AND SUPPORT THE CATHOLIC CHARITIES OF KANSAS CITY - ST. JOSEPH, INC. NV 501(C)(3) LINE 12D, III-O CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH 1 MURPHY LAKE APARTMENTS HOUSING CORPORATION 8001 LONGVIEW ROAD KANSAS CITY MO 64135 432118157 LOW INCOME HOUSING FOR LOW INCOME TENANTS MO 501(C)(3) LINE 10 CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND 1 NEIGHBORHOODS OF HOPE COMMUNITY HOUSING 8001 LONGVIEW ROAD KANSAS CITY MO 64135 813912869 HOUSING MO 501(C)(3) LINE 1 CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND 1 RED BRIDGE PLACE HOUSING CORP 8001 LONGVIEW ROAD KANSAS CITY MO 64135 431668309 LOW INCOME HOUSING FOR LOW INCOME TENANTS MO 501(C)(3) LINE 10 CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND 1 ST JOSEPH PLACE INC 8001 LONGVIEW ROAD KANSAS CITY MO 64135 300471274 LOW INCOME HOUSING FOR LOW INCOME TENANTS MO 501(C)(3) LINE 10 CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND 1 ST PATRICK'S MANOR 8001 LONGVIEW ROAD KANSAS CITY MO 64135 311526123 LOW INCOME HOUSING FOR LOW INCOME TENANTS MO 501(C)(3) LINE 10 CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND 1 THE OFFICE OF THE BISHOP OF THE DIOCESE - KCSJ PO BOX 419037 KANSAS CITY MO 64141 440546494 RELIGIOUS MO 501(C)(3) LINE 1 N/A 0 TREMONT PLACE HOUSING CORPORATION 8001 LONGVIEW ROAD KANSAS CITY MO 64135 431604833 LOW INCOME HOUSING FOR LOW INCOME TENANTS MO 501(C)(3) LINE 10 CATHOLIC CHARITIES OF KANSAS CITY - ST JOSEPH LEGACY FUND 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0