2026-09-15T16:55:51-05:00 2025-10-31 423603499 Eide Bailly Advisory LLC 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-11-01 420680319 Catholic Charities Foundation CATH 5635562580 1229 Mt Loretta Ave Dubuque IA 52003 Tracy Morrison Executive Director 5635562580 2026-09-15 1 1 Mayumi Stella P00970938 6122536500 2026-09-15 2024 Tracy Morrison 1229 Mt Loretta Ave Dubuque IA 52003 283213 0 0928 X N/A X 1912 IA Receive, manage, and distribute funds to Catholic Charities of the Archdiocese of Dubuque 8 8 0 9 0 0 1285549 209162 0 0 88934 74051 0 0 1374483 283213 260492 573393 0 0 0 0 0 0 0 9238 10886 269730 584279 1104753 -301066 12933199 14092072 1938 0 12931261 14092072 None 0 0 573393 573393 Catholic Charities Foundation is a separately incorporated part of the Archdiocese of Dubuque, a nonprofit religious corporation administering parishes, institutions, and organizations in northeastern Iowa. It receives, manages, and distributes funds to Catholic Charities of the Archdiocese of Dubuque. 573393 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X Tracy Morrison 5635562580 1229 Mt Loretta Ave Dubuque IA 52003 Rev Msgr Thomas Toale Vice President 40.70 1.00 X X 0 33766 0 Archbishop Thomas Zinkula President 40.70 3.00 X X 0 35306 0 Mary Jo Pfeifer Wulf Secretary 0.20 1.00 X X 0 0 0 Sr Susan O'Connor RSM Treasurer until Aug 0.20 0.50 X X 0 0 0 Jerry Fox Director 0.20 0.50 X 0 0 0 Paul Lee Director 0.20 0.50 X 0 0 0 Terry Carpenter Director 0.20 0.50 X 0 0 0 Gabriela Veg-Bauerly Director 0.20 0.50 X 0 0 0 John Freund Director 0.20 0.50 X 0 0 0 Brian Harris Finance Officer 1.00 49.00 X 0 139084 7356 Tracy Morrison Executive Director 2.20 40.00 X 0 132870 6623 0 341026 13979 0 0 0 0 0 209162 209162 74051 74051 283213 0 0 74051 573393 573393 430 430 10456 10456 584279 573393 10886 0 1445114 1452029 489006 166500 1054359 56010 9944720 12417533 12933199 14092072 1938 0 1938 0 X 12442255 13925572 489006 166500 12931261 14092072 12933199 14092072 X -301066 1651 1460226 X X 0 1 X 0 0 X X 1 Catholic Charities of the Archdiocese of Dubuque 420680493 7 1 573393 0 1 573393 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Part IV, Section B, Line 1: The board members of Catholic Charities Foundation are appointed by the Archbishop of the Archdiocese of Dubuque. The Archbishop also has authority to appoint board members of the supported organization Catholic Charities of the Archdiocese of Dubuque. The Archbishop has control over the board of both entities therefore the Foundation meets the definition of a Type I supporting organization supporting Catholic Charities of the Archdiocese of Dubuque. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Interest Receivable 24661 Beneficial Interest in Net Assets of Foundation 12392872 12417533 X 1745090 1651 1460225 1461876 283214 0 283214 584279 0 584279 0 584279 Part X, Line 2: Catholic Charities Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. Catholic Charities Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. Part XI, Line 2d - Other Adjustments: Change in beneficial interest included in revenue for financial statements 1,460,225. 1 Catholic Charities of the Archdiocese of Dubuque 1229 Mt Loretta Ave Dubuque IA 52003 420680493 501(c)(3) 573393 0 To provide assistance to those in need 1 0 Part I, Line 2: Catholic Charities Foundation provides funds exclusively to Catholic Charities of the Archdiocese of Dubuque to support its operations. The Foundation was established as a supporting organization of Catholic Charities. The Board determines funding and there is overlap between some members therefore assuring funds are used appropriately. Form 990, Part VI, Section A, line 2 Tracy Morrison is an officer compensated by Catholic Charities of the Archdiocese of Dubuque, a related organization. The officers and directors listed on Part VII are also officers and directors of the related organization, therefore all individuals listed on Part VII have a business relationship. Form 990, Part VI, Section A, line 7a The Archbishop of Dubuque of the Archdiocese of Dubuque has the authority to appoint or remove members of the governing body. Form 990, Part VI, Section A, line 8b The Organization does not have committees with authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b A copy of the Form 990 is provided to the governing body before it is filed. The Executive Director and Finance Officer review the Form 990. Form 990, Part VI, Section B, line 12c It is the policy of Catholic Charities Foundation to insist on the best efforts to avoid any conflict of interest and to exhibit undivided loyalty of those employed by it or who serve it in a voluntary capacity on its Committees and Boards. This policy applies to staff and to individuals serving in the capacity of Committee Chairs, Members, and Board Members. These individuals are required to disclose annually any possible conflicts. A conflict of interest transaction is a transaction with a corporation or other entity in which an individual covered by this policy has a direct or indirect interest. A transaction in which an individual of a corporation has a conflict of interest may be approved if the material facts of the transaction and the person's interest were disclosed or known to the board of directors, council, or a committee of the board and the board or committee of the board authorized, approved, or ratified the transaction. A conflict of interest transaction is authorized, approved, or ratified if it receives the affirmative vote of a majority of the members on the board or on a committee of the board who have no direct or indirect interest in the transaction, but a transaction shall not be authorized, approved, or ratified under this section by a single member. If a majority of the members on the board who have no direct or indirect interest in the transaction vote to authorize, approve, or ratify the transaction, a quorum is present for the purpose of taking action under this section. The Executive Director reviews the conflict of interest policies. Any individual having a conflict of interest on any matter must abstain from voting on the matter and is not counted in determining the quorum for the vote on the matter. The minutes of the meeting reflect the disclosure made, the abstention from voting, and the quorum situation. Form 990, Part VI, Section B, line 15 Catholic Charities Foundation does not pay compensation to the Executive Director. The Executive Director's compensation is determined by Catholic Charities and the Archdiocese of Dubuque, both related organizations. The Finance Officer's compensation is determined by the Archdiocese of Dubuque. Both Catholic Charities and the Archdiocese of Dubuque use these methods when determining compensation. Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy, and financial statements are available upon request. Form 990, Part XI, line 9: Change in value of beneficial interest 1,460,226. Form 990, Part XII, Line 2c: The Audit Committee of the Archdiocese of Dubuque assumes the responsibility for oversight of the audit and selection of an independent accountant. Catholic Charities of the Archdiocese of Dubuque 1229 Mt Loretta Ave Dubuque IA 52003 420680493 Provide service to those in need IA 501(c)(3) Line 7 Archdiocese of Dubuque 0 Archdiocese of Dubuque 1229 Mt Loretta Ave Dubuque IA 52003 420680409 Catholic Church IA 501(c)(3) Line 1 N/A 0 The Witness Publishing Company 1229 Mt Loretta Ave Dubuque IA 52003 420680325 Provide Catholic news of parishes and the Catholic Church IA 501(c)(3) Line 10 Archdiocese of Dubuque 0 Archdiocese of Dubuque Deposit and Loan Fund 1229 Mt Loretta Ave Dubuque IA 52003 421400350 Provide loans to Catholic organizations located within the Arch of Dubuque IA 501(c)(3) Line 1 Archdiocese of Dubuque 0 Our Faith Our Children Our Future School Tuition Organization 1229 Mt Loretta Ave Dubuque IA 52003 412215066 Provide tuition assistance for students of Archdiocese non-public schools IA 501(c)(3) Line 7 Archdiocese of Dubuque 0 Archdiocese of Dubuque Education Fund 1229 Mt Loretta Ave Dubuque IA 52003 421400348 Investments for Catholic education in the Archdiocese of Dubuque IA 501(c)(3) Line 1 Archdiocese of Dubuque 0 Archdiocese of Dubuque Perpetual Care Fund 1229 Mt Loretta Ave Dubuque IA 52003 421400344 Investments for cemeteries for perpetual care IA 501(c)(3) Line 1 Archdiocese of Dubuque 0 St Raphael Priest Fund Society of the Archdiocese of Dubuque 1229 Mt Loretta Ave Dubuque IA 52003 421096954 Financial assistance to infirm, disabled and retired Diocesan priests IA 501(c)(3) Line 10 Archdiocese of Dubuque 0 Archdiocese of Dubuque Alternative Investments Grantor Trust 1229 Mt Loretta Ave Dubuque IA 52003 816609712 Benefit organizations that further the mission of the Arch of Dubuque IA 501(c)(3) Line 7 Archdiocese of Dubuque 0 Archdiocese of Dubuque Seminarian Education Fund 1229 Mt Loretta Ave Dubuque IA 52003 421400343 Provide for education of seminarians of the Archdiocese of Dubuque IA 501(c)(3) Line 7 Archdiocese of Dubuque 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0