2024-11-14T17:34:52-06:00 2023-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2023-01-01 470376612 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA INC CATH 4025540520 9223 BEDFORD AVENUE OMAHA NE 68134 DENISE BARTELS EXECUTIVE DIRECTOR/SECRETARY 4025540520 2024-11-13 1 1 MEGAN L KOZIOL CPA P01544037 4023302660 2024-11-07 2023 2024-10-15 13:58:12Z DENISE BARTELS 9223 BEDFORD AVENUE OMAHA NE 68134 9261195 0 0928 X WWW.CCOMAHA.ORG X 1926 NE TO ENABLE THE WORKS OF MERCY TO BE RECEIVED AND LIVED. 15 15 87 2413 0 0 4838657 7450239 2670096 1675218 12861 11286 54298 124452 7575912 9261195 1430304 2815746 0 0 4038821 4249120 0 0 361054 1650982 3024050 7120107 10088916 455805 -827721 4346282 3815866 535305 827078 3810977 2988788 X IN RESPONSE TO GOD'S CALL TO LOVE OUR NEIGHBOR, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA ENABLES THE WORKS OF MERCY TO BE RECEIVED AND LIVED. 0 0 6564985 2815746 921522 COMMUNITY SUPPORT - COMMUNITY-BASED SERVICES TO THE POOR, INCLUDING EMERGENCY FOOD PANTRIES AND EMPOWERMENT PROGRAMS: CATHOLIC CHARITIES' COMMUNITY-BASED SERVICES PROVIDE EMERGENCY FOOD ASSISTANCE (FOOD PANTRIES) IN NORTH AND SOUTH OMAHA, MOBILE FOOD PANTRIES WITH DISTRIBUTIONS WITHIN OMAHA AND OTHER LOCATIONS. FAMILY ENRICHMENT PROGRAMS HELP FAMILIES IDENTIFY SHORT TERM GOALS THAT HAVE AN IMMEDIATE IMPACT ON THE QUALITY OF THEIR LIVES AS WELL AS PROVIDE WORKSHOPS AND FORUMS THAT PROVIDE THEM WITH THE SKILLS AND INFORMATION TO ACHIEVE THEIR GOALS. OUR SENIOR SERVICES OFFER EDUCATIONAL, FINANCIAL, COMMUNITY AND SOCIAL ACTIVITIES FOR OUR OLDER ADULTS. THE CHRISTMAS PROGRAM COORDINATES AN ADOPT-A-FAMILY PROGRAM TO PROVIDE FOOD AND GIFTS TO LOW-INCOME FAMILIES. OUR MICROBUSINESS PROGRAM PROVIDES EDUCATION AND TRAINING FOR INDIVIDUALS IN THE NORTH AND SOUTH OMAHA COMMUNITY WHO WOULD LIKE TO START THEIR OWN BUSINESS. IMMIGRATION LEGAL ASSISTANCE SERVICES HELP CLIENTS WITH FILING OUT USCIS FORMS, PROVIDES LEGAL CONSULTATIONS IN WHICH WE EVALUATE CLIENTS' IMMIGRATION LEGAL OPTIONS, ADVISE THEM HOW TO PROCEED AND REPRESENT THEM THROUGHOUT THE LEGAL PROCESS. SERVICES INCLUDE: CONSULTATIONS, TRANSLATION, CHANGE OF ADDRESS, GREEN CARD RENEWALS, FAMILY-BASED PETITIONS, ADJUSTMENT OF STATUS, NATURALIZATION APPLICATIONS AND VAWA AND U-VISA APPLICATIONS. 1182151 627669 BEHAVIORAL HEALTH - SUBSTANCE ABUSE AND MENTAL HEALTH : CATHOLIC CHARITIES PROVIDES PRIVATE AND CONFIDENTIAL INTERVENTIONS TO INDIVIDUALS OF ALL AGES INCLUDING CHILDREN, TEENS, AND ADULTS IN NEED OF PROFESSIONAL GUIDANCE CONCERNING MARRIAGE AND FAMILY, MENTAL HEALTH, AND SUBSTANCE MISUSE. 666583 104070 DOMESTIC VIOLENCE - EMERGENCY SHELTER FOR INDIVIDUALS AND THEIR CHILDREN. EDUCATION AND AFTERCARE PROGRAMS: CATHOLIC CHARITIES PROVIDES A SHELTER FOR VICTIMS OF DOMESTIC VIOLENCE AND THEIR CHILDREN THAT IS A SAFE AND SECURE PLACE TO STAY. IT PROVIDES PROTECTION, CARE, AND SUPPORT THAT IS NEEDED TO REGAIN CONTROL AND MAKE DECISIONS OVER THEIR OWN LIVES AND THEIR FUTURES. INDIVIDUALS RECEIVE CASE MANAGEMENT SERVICES DURING THEIR STAY AND AFTERCARE SERVICES ARE PROVIDED FOR THOSE WHO COMPLETE THE PROGRAM. 592 21957 OTHER MISCELLANEOUS ACTIVITIES INCLUDING PREGNANCY AND ADOPTION SERVICES. 592 21957 8414311 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 34 0 1 87 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X WILL SCHWALB 4025540520 9223 BEDFORD AVENUE OMAHA NE 68134 ARCHBISHOP GEORGE J LUCAS CHAIRMAN 1.00 2.00 X X 0 0 0 DAVID KRAMER ESQ PRESIDENT 1.00 0.00 X X 0 0 0 ANNIE MESSERSMITH VICE PRESIDENT 1.00 0.00 X X 0 0 0 JIM BOULAY TREASURER 1.00 0.30 X X 0 0 0 DAN KINSELLA DIRECTOR 0.30 0.00 X 0 0 0 RYAN SEVCIK DIRECTOR 0.30 0.00 X 0 0 0 MICHAEL GOETZ DIRECTOR 0.30 0.00 X 0 0 0 SUSAN HADDIX DIRECTOR 0.30 0.00 X 0 0 0 MICHAEL HOCH DIRECTOR 0.30 0.00 X 0 0 0 DEB KELLY DIRECTOR 0.30 0.00 X 0 0 0 BETH ELIASON DIRECTOR 0.30 0.00 X 0 0 0 CESAR GARCIA DIRECTOR 0.30 0.00 X 0 0 0 MATT MEYER DIRECTOR 0.30 0.00 X 0 0 0 REVEREND RALPH O'DONNELL DIRECTOR 0.30 0.00 X 0 0 0 FAITHER MICHAEL ECKLEY DIRECTOR 0.30 0.00 X 0 0 0 DENISE BARTELS EXECUTIVE DIRECTOR/SECRETARY 40.00 1.50 X 171793 0 18581 WILL SCHWALB CHIEF FINANCIAL OFFICER 40.00 0.50 X 112066 0 20766 DAVID VANKAT CHIEF COMMUNITY ENGAGEMENT OFFICER 40.00 0.00 X 131894 0 20968 JACQUELYN LAPLANT CHIEF ADVOCACY OFFICER 40.00 0.00 X 121297 0 2954 537050 0 63269 4 0 1 0 LUTZ & COMPANY 13616 CALIFORNIA ST STE 300 OMAHA NE 68154 IT SERVICES 126115 CHRISTIAN EXECUTIVE PROTECTION SERVICE L 919 S 106TH PLZ BLDG H 106 OMAHA NE 68114 SECURITY SERVICES 103849 2 264788 364131 1743424 5077896 2815746 7450239 COMMUNITY SUPPORT 624200 921522 921522 BEHAVIORAL HEALTH 624100 627669 627669 DOMESTIC VIOLENCE 624200 104070 104070 OTHER PROGRAM SERVICE 900099 21957 21957 1675218 11286 11286 124452 0 124452 124452 124452 9261195 1675218 0 135738 2815746 2815746 323206 323206 3106043 2443154 501171 161718 34045 28305 3866 1874 541284 414701 99133 27450 244542 176245 56631 11666 19286 1273 18013 35500 35500 806674 689825 105036 11813 1493309 1353333 99121 40855 199528 86581 31264 81683 128655 128655 59566 45212 10879 3475 30637 14131 15809 697 477 477 174247 174247 MISCELLANEOUS EXPENSES 76171 42903 13445 19823 10088916 8414311 1313551 361054 154101 121706 971642 907670 802793 92498 210153 459021 181607 117251 28136 32325 3119610 1414117 1778492 1705493 219358 379902 4346282 3815866 341499 548256 20000 0 49996 0 123810 278822 535305 827078 X 1319264 1332231 2491713 1656557 3810977 2988788 4346282 3815866 -827721 5532 0 X X 0 1 X 1 1 1 X 2421714 5029465 5906395 4838657 7450239 25646470 1406477 1237755 1309458 2670096 1675218 8299004 8400 8400 3828191 6275620 7215853 7508753 9125457 33953874 18775 32548 16651 23892 3908 95774 46087 22869 17064 126361 190448 402829 64862 55417 33715 150253 194356 498603 33455271 313476 187469 8602 67159 135738 712444 313476 187469 8602 67159 135738 712444 4141667 6463089 7224455 7575912 9261195 34666318 0.96510 0.95680 0.02060 0.03020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1321334 160538 1481872 622000 622000 622000 622000 622000 622000 622000 622000 0.00000 0.41970 0.58030 0 1 1 112151 112151 747934 101385 646549 1633058 877502 755556 626467 435230 191237 1705493 CASH VALUE OF LIFE INSURANCE 101080 RIGHT OF USE ASSET 278822 379902 LEASE LIABILITY 278822 278822 X PART V, LINE 4: THE CATHOLIC CHARITIES FOUNDATION HOLDS AND ADMINISTERS THE ENDOWMENT FUNDS. AS THE ENDOWMENTS ARE PERMANENTLY RESTRICTED, THE PRINCIPAL CANNOT BE USED. THE INTEREST CREATED CAN BE USED FOR GENERAL OPERATIONS. THE BEGINNING BALANCE ON PART V, LINE 1A, COLUMN (A) REFLECTS THE TOTAL ENDOWMENT AMOUNT AT THE BEGINNING OF THE YEAR. PREVIOUSLY ACCUMULATED INVESTMENT GAINS HAD NOT BEEN INCLUDED. THESE AMOUNTS REPRESENT THE ACCUMULATED INTERESTED GENERATED THAT IS AVAILABLE TO BE USED FOR GENERAL OPERATIONS AND IS INCLUDED AS ENDOWMENT NET ASSETS IN THE AUDITED FINANCIAL STATEMENTS. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC TOPIC 740, INCOME TAXES. THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT DECEMBER 31, 2023 AND 2022, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED. 1 PROVIDING ASSISTANCE TO THOSE IN NEED IN OMAHA AND THE SURROUNDING COMMUNITY 26192 0 2815746 FAIR MARKET VALUE FOOD, GIFT CARDS FOR FUEL, SUPPLIES AND OTHER ASSISTANCE PURCHASED BY CATHOLIC CHARITIES AND GIFTED TO THE INDIVIDUALS FOR USE. PART I, LINE 2: CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA, INC. PROVIDES ASSISTANCE IN THE FORM OF GIFT CARDS, TUITION ASSISTANCE, SUPPLIES AND FOOD TO INDIVIDUALS IN THE LOCAL COMMUNITIES. ASSISTANCE IS PROVIDED BASED ON NEED. X X 0 0 0 0 0 0 0 0 0 DENISE BARTELS EXECUTIVE DIRECTOR/SECRETARY 151793 0 20000 0 0 0 5229 0 13352 0 190374 0 0 0 DAVID VANKAT CHIEF COMMUNITY ENGAGEMENT OFFICER 129394 0 2500 0 0 0 0 0 20968 0 152862 0 0 0 X 12 6008 FAIR MARKET VALUE X 1567730 2806237 FAIR MARKET VALUE X SIGNAGE 1 3501 COST 0 0 1 1 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS WAS USED FOR CARS AND OTHER VEHICLES, AND POUNDS OF FOOD CONTRIBUTED WAS USED FOR FOOD INVENTORY. PART I, LINE 32B: CATHOLIC CHARITIES UTILIZES A LOCAL CAR DEALER TO SELL THE VEHICLES THAT ARE DONATED. THE DEALER PROVIDES SPACE AT NO CHARGE TO CATHOLIC CHARITIES. THE DEALER DOES NOT CHARGE A COMMISSION ON THE SALE OF THE VEHICLE. THE ONLY FEES THE DEALER CHARGES CATHOLIC CHARITIES ARE FOR WORK PERFORMED ON THE CAR IN PREPARATION FOR SALE. IF THE CAR DOES NOT SELL ON THE DEALER'S CAR LOT, THE CAR IS SENT TO AUCTION. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, SECRETARY, TREASURER, THE CHAIRPERSON OF THE CATHOLIC CHARITIES FOUNDATION AND AN AT-LARGE MEMBER APPOINTED FROM THE BOARD OF DIRECTORS BY THE MEMBERS OF THE EXECUTIVE COMMITTEE. THE PRESIDENT SHALL BE, EX OFFICIO, THE CHAIRMAN OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL BE SUBORDINATE AND RESPONSIBLE TO THE BOARD OF DIRECTORS. HOWEVER, BETWEEN MEETINGS OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS AND DUTIES OF THE BOARD, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY OF THE BOARD IN RESPECT TO AMENDING OR REPEALING THE BYLAWS; ELECTING, APPOINTING, OR REMOVING ANY DIRECTOR OR OFFICER OF THE CORPORATION; OR AMENDING OR REPEALING ANY RESOLUTION OF THE BOARD WHICH BY ITS TERMS PROVIDES THAT IT SHALL NOT BE AMENDED OR REPEALED BY THE EXECUTIVE COMMITTEE. MINUTES OF ALL PROCEEDINGS OF THE EXECUTIVE COMMITTEE SHALL BE MAINTAINED. AT EACH MEETING OF THE BOARD, THE PROCEEDINGS AND ACTIONS OF THE EXECUTIVE COMMITTEE SINCE THE LAST MEETING OF THE BOARD SHALL BE REPORTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND RELATED SCHEDULES WILL BE MADE AVAILABLE TO THE BOARD OF DIRECTORS ELECTRONICALLY. IT WILL BE REVIEWED BY THE PRESIDENT AND THE SENIOR CONTROLLER. FURTHERMORE, THE BOARD CHAIR AND THE BOARD TREASURER WILL REVIEW THE FORM 990 AND RELATED SCHEDULES PRIOR TO IT BEING SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE GIVEN A CONFLICT OF INTEREST POLICY TO SIGN AT THE BEGINNING OF EACH YEAR. THEY ARE FURTHER REQUESTED TO UPDATE THE BOARD OF ANY CONFLICTING SITUATIONS THAT MAY ARISE DURING THE YEAR. THE CONFLICT OF INTEREST POLICY MUST BE SIGNED BY EACH BOARD MEMBER, AND ALL CONFLICTS OF INTEREST SHOULD BE DISCLOSED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS CONSULTS THE NON-PROFIT ASSOCIATION OF THE MIDLANDS SALARY GUIDE TO DETERMINE THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD REVIEWS THE RECOMMENDATION FOR REASONABLENESS AND APPROVES THE COMPENSATION. THE NON-PROFIT ASSOCIATION OF THE MIDLANDS SALARY GUIDE IS ALSO CONSULTED TO DETERMINE THE COMPENSATION OF ALL OTHER OFFICERS. THE EXECUTIVE DIRECTOR REVIEWS AND APPROVES ALL OTHER OFFICER COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CATHOLIC CHARITIES FOUNDATION 9223 BEDFORD AVENUE OMAHA NE 68134 470744276 TO FURTHER THE CHARITABLE AND EDUCUATIONAL PURPOSES OF CATHOLIC CHARITIES NE 501(C)(3) LINE 10 N/A 0 ST JAMES MANOR INC 9223 BEDFORD AVENUE OMAHA NE 68134 237375883 LOW-INCOME AFFORDABLE HOUSING NE 501(C)(3) PF N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0