2026-04-23T10:28:30+00:00 2025-06-30 135381590 BDO USA 8401 GREENSBORO DR STE 800 MCLEAN VA 221023599 990 2024-07-01 530258035 LT JOSEPH P KENNEDY INSTITUTE LTJO 2027724300 924 G STREET NW WASHINGTON DC 20001 Reginald R Gregory CFO 2027734300 2026-04-23 true TODD TERESCO P00247720 7038930600 2026-04-23 2024 2025-03-06 01:10:19Z JAMES J MALLOY 924 G STREET NW WASHINGTON DC 20001 8998133 false X WWW.CATHOLICCHARITIESDC.ORG X 1959 DC KENNEDY INSTITUTE'S MISSION IS TO LEAD THROUGH INNOVATION SO PEOPLE WITH DISABILITIES LIVE WITH FREEDOM, DIGNITY, AND DISTINCTION. 14 13 94 152 0 7493161 8716591 257751 248397 420 323 31625 32822 7782957 8998133 0 0 6249521 6833277 0 0 1799767 2023376 8049288 8856653 -266331 141480 1948090 1935130 61119 63133 1886971 1871997 KENNEDY INSTITUTE'S MISSION IS TO LEAD THROUGH INNOVATION SO PEOPLE WITH DISABILITIES LIVE WITH FREEDOM, DIGNITY, AND DISTINCTION. AS A SOCIAL CONCERNS AGENCY OF THE ARCHDIOCESE OF WASHINGTON, OUR CORE PURPOSE IS TO PROVIDE CRITICAL SERVICES THAT BRING ABOUT POSITIVE CHANGE IN THE LIVES OF PEOPLE WITH DEVELOPMENTAL DISABILITIES AND THEIR COMMUNITIES. FOUNDED WITH ROMAN CATHOLIC VALUES, OUR SERVICES REFLECT THE CHURCH'S RESPECT FOR THE SACRED CHARACTER OF EVERY HUMAN LIFE, FROM CONCEPTION TO NATURAL DEATH. OUR MISSION AND VALUES GROUND OUR LIFESPAN SERVICES ACROSS OUR PRIMARY PROGRAM AREAS: EARLY CHILDHOOD INTERVENTION, EDUCATION, CAREER DEVELOPMENT AND EMPLOYMENT, AND FAMILY SUPPORTS. false false 7971042 248397 THE ORGANIZATION PROVIDED EDUCATION AND EARLY DEVELOPMENT SERVICES FOR CHILDREN WITH DEVELOPMENT DISABILITIES, AND OTHER SERVICES TO AND FOR PERSONS WITH DEVELOPMENT DISABILITIES. 7971042 true true false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true 0 0 94 false false false false false false false false false false false false X 14 13 false false false false true true true true true false false false true true true true true true false false false false X Reginald R Gregory 2027724301 924 G STREET NW WASHINGTON DC 20001 Mr Bishop Evelio Menjivar-Ayala Director 0.3 1.7 X 0 0 0 Mr Clark Pastrick Director 0.3 1.7 X 0 0 0 Mr Dave DiLuigi Chairman 0.3 2.7 X 0 0 0 Mr Eddie Quinn Director as of 7/1/24 0.3 1.7 X 0 0 0 Mr Geoff Gonella Director 0.3 1.7 X 0 0 0 Mr Gregory Proctor Director 0.3 1.7 X 0 0 0 Mr John Shooshan Director 0.3 1.7 X 0 0 0 Mr John Veihmeyer Chair-Emeritus 0.3 1.7 X 0 0 0 Mr Mark Lee Director 0.3 1.7 X 0 0 0 Mr Michael Williams Director 0.3 1.7 X 0 0 0 Ms Caitlin Chalke Vice Chairman 0.3 2.7 X 0 0 0 Ms Elizabeth Hewlett Director 0.3 1.7 X 0 0 0 Ms Elizabeth Meers Director 0.3 1.7 X 0 0 0 Ms Kristen Hohman Director as of 7/1/24 0.3 1.7 X 0 0 0 Ms Stefanie Morgan-Davis Director 0.3 1.7 X 0 0 0 Mr James J Malloy President & CEO 2.7 37.3 X 0 405538 32515 Mr Matthew Putu Executive Director - Dev. Dis. Services 40.0 0 X 0 147232 43611 Mr Patrick Dunne Chief Operating Officer 2.7 37.3 X 0 330518 30624 Ms Elizabeth R Gorman Chief Development Officer 2.7 37.3 X 0 189810 15725 Ms Joan Fowler-Brown Chief of Staff 2.7 37.3 X 0 134250 47752 Ms Mary Jane Morrow Chief Financial Officer 2.7 37.3 X 0 208550 26463 Ms Denise A Capaci Deputy Chief Operating Officer 7.0 33.0 X 0 197776 47474 Mr Jarlath Finn Executive Director - IT 3.6 36.4 X 0 155635 54069 Mr Reginald Gregory Exec. Director of Finance/Controller 3.6 36.4 X 0 181638 44224 Mr Sean Wood Deputy Director - Development 3.6 36.4 X 0 166693 23452 Ms Andrea Aleman Director/Assistant Controller 3.6 36.4 X 0 143447 24098 Ms Michele A Sparks Chief Human Resources Officer 3.6 36.4 X 0 179649 34414 0 2440736 424421 0 false true false 0 1917 8011091 703583 8716591 SERVICE FEES 900099 248397 248397 0 0 0 0 248397 323 323 31902 31902 0 31902 31902 0 0 MISCELLANEOUS INCOME 900099 920 920 0 0 0 0 920 8998133 248397 0 33145 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5448092 4893854 554238 0 438576 386415 52161 0 555076 510206 44870 0 391533 354299 37234 0 670 490 180 0 1503 116 1387 0 26030 10938 15092 0 0 0 0 0 0 0 0 0 0 0 456966 399862 57104 0 6290 4375 1915 0 26047 20062 5985 0 87064 71337 15727 0 0 0 0 0 825177 806668 18509 0 39990 39264 726 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 107319 99270 8049 0 41804 39865 1939 0 MISCELLANEOUS EXPENSES 18080 10776 7304 STAFF EXPENSES 85314 66906 18408 COMMUNICATIONS 45672 42972 2700 PROGRAM ASSISTANCE 201127 183130 17997 54323 30237 24086 0 8856653 7971042 885611 0 10684 11007 1397848 1461891 0 0 0 0 14022 14022 3105292 2662958 519833 442334 5703 5876 0 0 0 1948090 1935130 55368 57382 0 0 5751 5751 61119 63133 X 3215760 2728547 -1328789 -856550 1886971 1871997 1948090 1935130 X 141480 0 0 0 0 -156454 X false true true true X 8224999 7262861 7464405 7493161 8716591 39162017 126305 265013 178232 257751 248397 1075698 0 0 0 8351304 7527874 7642637 7750912 8964988 40237715 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 40237715 30048 30026 31198 31620 32225 155117 0 30048 30026 31198 31620 32225 155117 0 23073 10898 1968 425 920 37284 8404425 7568798 7675803 7782957 8998133 40430116 0.99524 0.9951 0 0.0038 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 23073.0, COLUMN B - 10898.0, COLUMN C - 1968.0, COLUMN D - 425.0, COLUMN E - 920.0, COLUMN F - 37284.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 912426 765105 147321 1002177 966291 35886 732108 522876 209232 458581 408686 49895 442334 Federal Income Taxes FUNDS HELD FOR OTHERS 5751 5751 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote FIN 48 FOOTNOTE IN ACCORDANCE WITH U.S. GAAP, MANAGEMENT HAS EVALUATED CATHOLIC CHARITIES' TAX POSITIONS AND HAS CONCLUDED THAT CATHOLIC CHARITIES HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. CATHOLIC CHARITIES IS GENERALLY NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS ENDED JUNE 30, 2022 AND PRIOR. false false false false false false false false false Mr Patrick Dunne Chief Operating Officer 0 330518 0 0 0 0 0 26582 0 4042 0 361142 0 0 Ms Joan Fowler-Brown Chief of Staff 0 134250 0 0 0 0 0 26551 0 21201 0 182002 0 0 Ms Elizabeth R Gorman Chief Development Officer 0 189810 0 0 0 0 0 15187 0 538 0 205535 0 0 Mr James J Malloy President & CEO 0 405538 0 0 0 0 0 32443 0 72 0 438053 0 0 Ms Mary Jane Morrow Chief Financial Officer 0 208550 0 0 0 0 0 16898 0 9565 0 235013 0 0 Mr Matthew Putu Executive Director - Dev. Dis. Services 0 147232 0 0 0 0 0 22269 0 21342 0 190843 0 0 Ms Denise A Capaci Deputy Chief Operating Officer 0 197776 0 0 0 0 0 31378 0 16096 0 245250 0 0 Ms Andrea Aleman Director/Assistant Controller 0 143447 0 0 0 0 0 11949 0 12149 0 167545 0 0 Mr Jarlath Finn Executive Director - IT 0 155635 0 0 0 0 0 28601 0 25468 0 209704 0 0 Mr Reginald Gregory Exec. Director of Finance/Controller 0 181638 0 0 0 0 0 29836 0 14388 0 225862 0 0 Ms Michele A Sparks Chief Human Resources Officer 0 179649 0 0 0 0 0 29733 0 4681 0 214063 0 0 Mr Sean Wood Deputy Director - Development 0 166693 0 0 0 0 0 13509 0 9943 0 190145 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation ESTABLISHING COMPENSATION FOR CEO THE ORGANIZATION RELIED ON THE BOARD OF THE CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, A RELATED ORGANIZATION, TO APPROVE THE COMPENSATION OF THE PRESIDENT/CEO. THIS ORGANIZATION DOES NOT PAY ITS PRESIDENT/CEO. THE COMPENSATION PROCESS PERFORMED BY A RELATED ORAGNIZATION, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, IS AS FOLLOWS: JAMES J. MALLOY IS PAID AT THE MARKET RATE CONSISTENT WITH CEO'S OF SIMILAR NON-PROFIT SOCIAL SERVICES AGENCIES. THE BOARD ESTABLISHED HIS INITIAL COMPENSATION BASED ON A NATIONAL SEARCH FOR A CEO AND THE RECOMMENDATIONS OF THE CONSULTANTS ENGAGED TO ASSIST IN THE RECRUITMENT AND HIRING OF A CEO. ANY CHANGES TO CEO COMPENSATION, OTHER THAN A COST-OF-LIVING ADJUSTMENT AT THE SAME RATE AS MOST OF THE EMPLOEES OF THE AGENCY, WOULD BE REVIEWED AND APPROVED BY THE BOARD. Form 990, Part VI, Line 15a THIS ORGANIZATION DOES NOT PAY ITS PRESIDENT/ CEO. THE COMPENSATION PROCESS PERFORMED BY A RELATED ORGANIZATION, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON IS AS FOLLOWS: JAMES J. MALLOY IS PAID AT THE MARKET RATE CONSISTENT WITH CEO'S OF SIMILAR NON-PROFIT SOCIAL SERVICES AGENCIES. THE BOARD ESTABLISHED HIS INITIAL COMPENSATION BASED ON A NATIONAL SEARCH FOR A CEO AND THE RECOMMENDATIONS OF THE CONSULTANTS ENGAGED TO ASSIST IN THE RECRUITMENT AND HIRING OF A CEO. ANY CHANGES TO CEO COMPENSATION, OTHER THAN A COST-OF-LIVING ADJUSTMENT AT THE SAME RATE AS MOST OF THE EMPLOEES OF THE AGENCY, WOULD BE REVIEWED AND APPROVED BY THE BOARD. Form 990, Part VI, Line 6 Classes of members or stockholders MEMBERS THERE IS ONE CLASS OF MEMBERSHIP WHICH CONSISTS OF THE ARCHBISHOP OF THE ARCHDIOCESE OF WASHINGTON, ONE OR MORE VICARS GENERAL OF THE ARCHDIOCESE OF WASHINGTON AS DESIGNATED BY THE ARCHBISHOP, THE CHANCELLOR OF THE ARCHDIOCESE OF WASHINGTON, AND THE APPROPRIATE ARCHDIOCESAN SECRETARY OF THE ARCHDIOCESE OF WASHINGTON AS DESIGNATED BY THE ARCHBISHOP, AND THEIR SUCCESSORS IN OFFICE, EACH AS SELECTED OR APPOINTED ACCORDING TO THE DISCIPLINE OF THE ROMAN CATHOLIC CHURCH. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body POWER TO ELECT MEMBERS OF THE GOVERNING BODY EACH MEMBER SHALL HAVE THE RIGHT TO ELECT AND REMOVE MEMBERS OF THE BOARD OF DIRECTORS AND THE FILLING OF VACANCIES THAT MAY OCCUR. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders GOVERNANCE DECISIONS RESERVED TO MEMBERS THE MEMBERS RESERVE UNTO THEMSELVES ULTIMATE AUTHORITY TO AUTHORIZE: A) THE APPROVAL OF BORROWING MONEY FOR CAPITAL EXPENDITURES B) THE PURCHASE, SALE, LEASE DISPOSITION, OR HYPOTHECATION OF REAL PROPERTY C) THE APPOINTMENT OF FISCAL AUDITORS D) THE APPOINTMENT AND/OR TERMINATION OF THE PRESIDENT/CEO E) THE APPROVAL OF ANY BUDGET WHICH REFLECTS AN OPERATING DEFICIT F) THE AMENDMENT OF ARTICLES OF INCORPORATION AND THE ADOPTION OF BYLAWS, WITH THE SOLE RIGHT TO ALTER, CHANGE, OR AMEND SUCH BYLAWS; AND G) THE MERGING, LIQUIDATION, WINDING UP, OR ABANDONMENT OF ANY ENTITY. Form 990, Part VI, Line 11b Review of form 990 by governing body FORM 990 REVIEW PROCESS BDO USA, AN INDEPENDENT PUBLIC ACCOUNTING FIRM, PREPARES AND DETAIL REVIEWS FORM 990. AFTER INTERNAL MANAGEMENT'S REVIEW, THE BOARD OF DIRECTORS' FINANCE AND AUDIT COMMITTEE CONDUCTS A DETAIL REVIEW. THIS REVIEW TAKES PLACE BEFORE THE FORM 990 IS FILED. Form 990, Part VI, Line 12c Conflict of interest policy MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY THE POLICY CALLS FOR THE BOARD AND MANAGEMENT TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE BOARD OF DIRECTORS, THROUGH THE EXECUTIVE COMMITTEE, REVIEWS ANY CONFLICT OF INTEREST THAT IS IDENTIFIED. THE FULL BOARD OF DIRECTORS WILL DETERMINE RESTRICTIONS IMPOSED ON AN IDENTIFIED CONFLICT. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances NET ASSET TRANSFERS FOR RELATED ENTITIES - -426118; RELEASE OF TEMPORARILY RESTRICTED NET ASSETS - 269664; Total - -156454; CATHOLIC CHARITIES FOUNDATION 924 G STREET NW WASHINGTON DC 20001 020671101 ENDOWMENT DC 501(c)(3) Type I ADW false ANCHOR HOUSING CORPORATION 924 G STREET NW WASHINGTON DC 20001 521181447 HOUSING DC 501(c)(3) 10 ADW false ANCHOR MENTAL HEALTH ASSOCIATION 924 G STREET NW WASHINGTON DC 20001 530824835 SOCIAL SERV DC 501(c)(3) 10 ADW false SPANISH CATHOLIC CENTER 924 G STREET NW WASHINGTON DC 20001 520980905 SOCIAL SERV DC 501(c)(3) 7 ADW false KENNEDY HOUSING CORPORATION 924 G STREET NW WASHINGTON DC 20001 521910220 HOUSING DC 501(c)(3) 10 ADW false KENNEDY HOUSING CORPORATION II 924 G STREET NW WASHINGTON DC 20001 030406267 HOUSING DC 501(c)(3) 10 ADW false CATHOLIC CHARTIES OF THE ARCHDIOCESE OF WASHINGTON 924 G STREET NW WASHINGTON DC 20001 530196524 SOCIAL SERV DC 501(c)(3) 7 ADW false ARCHDIOCESE OF WASHINGTON 5001 EASTERN AVENUE HYATTSVILLE MD 20782 521214001 RELIGIOUS DC 501(c)(3) 1 NA false false false false false false false false false false false false false false true true true false true false