2024-11-13T12:42:34-06:00 2023-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2023-01-01 470744276 CATHOLIC CHARITIES FOUNDATION CATH 4025540520 9223 BEDFORD AVENUE OMAHA NE 68134 DENISE BARTELS EXECUTIVE DIRECTOR 4025540520 2024-11-12 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 3259130 0 0928 X N/A X 1990 NE SUPPORT THE MISSION AND SOCIAL SERVICES PROGRAMS OF CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA. 9 9 0 12 0 0 538939 3048283 0 0 108146 141406 126787 -32569 773872 3157120 425164 364131 0 0 0 0 0 0 423706 466440 431651 891604 795782 -117732 2361338 12540964 15168890 706145 713922 11834819 14454968 SUPPORT THE MISSION AND SOCIAL SERVICES PROGRAMS OF CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA, INC. 0 0 364131 364131 CATHOLIC CHARITIES FOUNDATION WAS ESTABLISHED TO FURTHER THE CHARITABLE AND EDUCATIONAL PURPOSES OF CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA, INC. THROUGH FUNDRAISING. 364131 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X WILL SCHWALB 4025540520 9223 BEDFORD AVENUE OMAHA NE 68134 JIM BOULAY CHAIRMAN 0.30 1.00 X X 0 0 0 LONNIE JANECEK SECRETARY 0.30 0.00 X X 0 0 0 BRUCE C KARSK TREASURER 0.30 0.00 X X 0 0 0 KATHLEEN FITZGERALD-GRANDSAERT MEMBER 0.30 0.00 X 0 0 0 MICHAEL T MOYLAN MEMBER 0.30 0.00 X 0 0 0 TOBIN A SCHROPP MEMBER 0.30 0.00 X 0 0 0 DAVID J TREINEN MEMBER 0.30 0.00 X 0 0 0 KEVIN J FORAL MEMBER 0.30 0.00 X 0 0 0 REVERAND GEORGE J LUCAS MEMBER 1.00 2.00 X 0 0 0 DENISE BARTELS PRESIDENT 0.50 41.00 X 0 171793 18581 WILL SCHWALB CFO 0.50 40.00 X 0 112066 20766 0 283859 39347 0 0 1 0 0 396719 98653 2552911 3048283 141406 141406 69422 396719 102010 -32588 -32588 MISCELLANEOUS REVENUE 900099 19 19 19 3157120 0 0 108837 364131 364131 4251 4251 8400 8400 7945 7945 5742 5742 62300 62300 1094 1094 18914 18914 315318 315318 OTHER OPERATING EXPENSE 7687 7687 795782 364131 7945 423706 32212 1627349 177272 1014861 363400 187700 202873 9337078 552957 8905064 8784121 2970707 3335309 92309 16677 12540964 15168890 18377 14034 12120 687768 687768 706145 713922 X 10046614 12671685 1788205 1783283 11834819 14454968 12540964 15168890 2361338 258811 0 X X 0 1 X 1 0 X 177459 831770 6551181 538939 3048283 11147632 98031 112597 227676 438304 275490 944367 6778857 538939 3048283 11585936 4150 3150 303628 15425 11300 337653 0 4150 3150 303628 15425 11300 337653 11248283 123691 97808 184205 108146 141406 655256 123691 97808 184205 108146 141406 655256 6892 158714 19 165625 399181 1042175 6969954 805799 3189708 12406817 0.90660 0.87780 0.05280 0.07180 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 0 9337078 552957 8784121 8784121 X PART V, LINE 4: AS THE ENDOWMENTS ARE PERMANENTLY RESTRICTED, THE PRINCIPAL CANNOT BE USED. THE INTEREST GENERATED IS 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. DINNER AND AUCTION 466141 396719 69422 2500 55422 16500 27588 466141 396719 69422 2500 55422 16500 27588 102010 -32588 1 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA INC 9223 BEDFORD AVENUE OMAHA NE 68134 470376612 501(C)(3) 364131 0 GENERAL OPERATIONS 1 0 PART I, LINE 2: ALL GRANTS PAID ARE TO RELATED ORGANIZATIONS, WHICH CAN BE EASILY MONITORED THROUGH THE USE OF SHARED ACCOUNTING SERVICES. 0 0 0 0 0 0 0 0 0 DENISE BARTELS PRESIDENT 0 151793 0 20000 0 0 0 5229 0 13352 0 190374 0 0 PART I, LINE 3 CATHOLIC CHARITIES FOUNDATION DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS, OR KEY EMPLOYEES. THE PRESIDENT, DENISE BARTELS, WAS PAID BY CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA, INC., A RELATED ENTITY. CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA, INC. UTILITIZES A COMPENSATION SURVEY AND APPROVAL BY THE BOARD OF DIRECTORS TO ESTABLISH COMPENSATION. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS SHALL APPOINT AN EXECUTIVE COMMITTEE WHICH SHALL BE COMPOSED OF THE FOLLOWING MEMBERS AND HAVE THE FOLLOWING POWERS. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRPERSON, PRESIDENT, SECRETARY, AND TREASURER. THE CHAIRPERSON SHALL BE, EX OFFICIO, THE CHAIRPERSON OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL BE SUBORDINATE AND RESPONSIBLE TO THE BOARD OF DIRECTORS. HOWEVER, BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS AND DUTIES OF THE BOARD OF DIRECTORS, EXCEPT THAT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY OF THE BOARD OF DIRECTORS 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 OF DIRECTORS 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 OF DIRECTORS, THE PROCEEDINGS AND ACTIONS OF THE EXECUTIVE COMMITTEE SINCE THE LAST MEETING OF THE BOARD OF DIRECTORS SHALL BE REPORTED TO THE BOARD OF DIRECTORS. 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 12 CATHOLIC CHARITIES FOUNDATION DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY IN PLACE. HOWEVER, CATHOLIC CHARITIES FOUNDATION UTILIZES THE CONFLICT OF INTEREST POLICY OF CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA, INC. CATHOLIC CHARITIES FOUNDATION GIVES ALL BOARD MEMBERS A COPY OF THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF EACH 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 CATHOLIC CHARITIES FOUNDATION HAD NO EMPLOYEES; THEREFORE, THERE ARE NO PROCEDURES TO DETERMINE COMPENSATION FOR A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OTHER OFFICERS, OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 CATHOLIC CHARITIES FOUNDATION MAKES THEIR AUDITED, CONSOLIDATED FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS 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 LAST YEAR. CCF REAL ESTATE HOLDING LLC 9223 BEDFORD AVENUE OMAHA NE 68134 470744276 HOLDING REAL ESTATE NE 0 0 CATHOLIC CHARITIES FOUNDATION CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA INC 9223 BEDFORD AVENUE OMAHA NE 68134 470376612 SERVING PEOPLE IN NEED 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 1 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0