2026-09-15T17:58:54-05:00 2025-10-31 423603499 Eide Bailly Advisory LLC 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2024-11-01 420680493 Catholic Charities of the Archdiocese of Dubuque CATH 5635562580 1229 Mt Loretta Ave Dubuque IA 52003 Tracy Morrison Executive Director 5635562580 2026-09-15 1 1 Mayumi Stella P00970938 6122536500 2026-09-13 2024 Tracy Morrison 1229 Mt Loretta Ave Dubuque IA 52003 4941984 0 0928 X www.catholiccharitiesdubuque.org X 1931 IA Respond to changing social needs in order to help and create hope for the most poor and vulnerable. 8 8 39 95 0 0 2784194 2679675 2024972 2207614 45707 53024 0 0 4854873 4940313 242397 449961 0 0 2733679 2959753 0 0 33046 1332851 1633428 4308927 5043142 545946 -102829 18367072 19173077 1837468 1585491 16529604 17587586 X Our mission is to reduce poverty, strengthen families and empower communities in the 30 most northeast counties of Iowa. 0 0 1681382 1634682 The primary mission of Catholic Charities of the Archdiocese of Dubuque, Iowa (Catholic Charities) is to strengthen families, reduce poverty, and empower communities by responding to changing social needs to provide help and create hope for the most vulnerable populations.Affordable Housing Affordable housing is a basic life necessity that Catholic Charities is committed to supporting. Catholic Charities Housing offers safe and affordable accommodations for low-income families, elderly and adults with disabilities. Rent for each of our properties is determined based on the renter's income. (Statement continued on Schedule O)Catholic Charities owns and manages properties in Dubuque, Maquoketa and Waterloo with a total of 208 units among our five locations.Ecumenical Tower in Dubuque is an 88-unit senior/disabled adult apartment complex located in downtown Dubuque. (Statement continued on Schedule O)Kennedy Park West is a 72-unit, 1-to-3-bedroom apartment complex for individuals and families located in Dubuque's west end.Carter Plaza also located in Dubuque's west end, offers eight family-friendly, low-income units.Alabar Plaza is a 12-unit, low-income property in Waterloo, close to schools, parks and shopping.Heartland East is a 28-unit affordable housing complex in Maquoketa, Iowa.Catholic Charities maintains affordable housing rates at approximately 30% of a person's income. 1318744 37249 Jail & Prison Ministry Catholic Charities coordinates volunteer-based outreach for imprisoned and recently released individuals to support them in successful re-entry into society. 481 formerly incarcerated individuals received support for successful reentry into the community in 2025.Immigration Legal Services -Catholic Charities' immigration attorneys provide affordable legal services to help reunite families by assisting them in navigating the immigration system and advocating on their behalf. (Statement continued on Schedule O)Catholic Charities assists with paperwork for green card and citizenship applications, family and visitor visas, deferred action for childhood arrivals, temporary protected status, violence against women act, and other family-based immigration legal services. In 2025, our immigration attorneys provided 745 free immigration legal consultations. Clients represented 58 different countries of origin, which is our highest outreach yet. 982368 559403 Mental Health Counseling Services Inspired by the belief that marriage and families are at the core of our social structure, Catholic Charities provides professional counseling for marriages, families, and individuals experiencing various social, emotional, and interpersonal struggles. The option to use insurance, or pay on a sliding fee scale, makes counseling attainable for anyone who is truly in need. All Catholic Charities' counselors are masters-level, licensed professionals, and services are available to anyone regardless of religious, social, or economic background. (Statement continued on Schedule O)In 2025, the total number of counseling sessions increased from 5,438 in FY 23-24 to 5,735 in FY 24-25, which includes telehealth sessions. In 2025, Catholic Services served 26,125 individuals across 30 counties in Northeast Iowa. 902735 412712 13529 Catholic Charities offers Case Management Services to individuals who are experiencing hardship with immediate needs and empowers them with the guidance and tools for a successful future. 100% of case management clients maintained housing, 74% of clients started an emergency savings fund and 32% of clients increased their employment income.Catholic Charities is a HUD-approved housing counseling agency, provided by a HUD-certified housing counselor.Catholic Charities partners with Catholic Charities USA through the Walmart Foundation to enroll families and individuals in the Supplemental Nutrition Assistance Program (SNAP). This program increases food security for low-income families in the US, particularly in underserved and rural communities. Catholic Charities guided 228 families through SNAP enrollment in 2025.Post Adoption Search Services Allows any adult member of an adoption, previously facilitated by Catholic Charities, to gain knowledge about the other parties such as non-identifying medical information, contact information, and knowledge of other siblings. In cases where members of an adoption group mutually agree to be reunited, Catholic Charities' staff provides counseling to assist the individuals in emotionally preparing themselves and evaluating readiness for the event. 902735 412712 13529 4885229 1 1 0 0 0 0 0 0 1 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 24 0 1 39 1 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 1 1 0 0 X Tracy Morrison 5635880558 1229 Mt Loretta Ave Dubuque IA 52003 Archbishop Thomas Zinkula President 3.00 40.70 X X 0 35306 0 Vicar General Thomas Toale Vice President 1.00 40.70 X X 0 33766 0 Mary Jo Pfeifer Wulf Secretary 1.00 0.20 X X 0 0 0 Sr Susan O'Connor RSM Treasurer until Aug 0.50 0.20 X X 0 0 0 Jerry Fox Director 0.50 0.20 X 0 0 0 Paul Lee Director 0.50 0.20 X 0 0 0 Terry Carpenter Director 0.50 0.20 X 0 0 0 Gabriela Vega-Bauerly Director 0.50 0.20 X 0 0 0 John Freund Director 0.50 0.20 X 0 0 0 Tracy Morrison Executive Director 40.00 2.20 X 132870 0 6623 Brian Harris Finance Officer 3.00 47.00 X 0 139084 7356 132870 208156 13979 1 0 0 0 0 126399 573393 178275 1801608 2679675 Low Housing Income 531110 1634682 1634682 Program Service Fees 624200 559403 559403 13529 13529 2207614 54695 54695 967 704 -967 -704 -1671 -1671 4940313 2207614 0 53024 449961 449961 143864 71932 71932 2370714 2355562 260 14892 78869 78431 438 184955 183094 392 1469 181351 175037 5256 1058 9654 504 9150 27511 26125 1113 273 223667 220479 1910 1278 9833 8173 1660 118919 97442 7839 13638 673175 669104 4071 58772 57010 1762 35222 33697 1525 34696 34696 245284 231731 13553 68786 68607 179 Repairs and maintenance 65455 61460 3995 Appliance & Equipment 47152 47152 15302 15032 270 5043142 4885229 124867 33046 340 392 574567 524031 743872 655435 66427 164679 54641 34424 8014851 5568804 2568276 2446047 1408352 1237413 12950597 14110656 18367072 19173077 676883 354017 24384 35193 93416 98454 1039867 1094821 2918 3006 1837468 1585491 X 14871536 16259908 1658068 1327678 16529604 17587586 18367072 19173077 X -102829 1160811 X X 0 1 X 0 0 X 2815241 2773905 2702105 2784194 2679675 13755120 2815241 2773905 2702105 2784194 2679675 13755120 1622071 12133049 9549 5390 18968 55628 54695 144230 13899350 8025879 0.87290 0.88460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 6063359 4496913 1566446 1446294 887701 558593 505198 184190 321008 2446047 Restricted deposits in Archdiocese of Dubuque Deposit and Loan Fund 1237413 F 1237413 Interest receivable 18584 Interest in net assets of Catholic Charities Foundation 14092072 14110656 Funds Held for Others 3006 3006 X 6122272 1181959 1181959 4940313 0 4940313 5064290 21148 21148 5043142 0 5043142 Part IV, Line 2b: Tenant deposits held in trust and prepaid rent. Part X, Line 2: Catholic Charities 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 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 net assets of Catholic Charities Fdtn recorded in revenue for F/S 1,160,811. Intercompany management fee revenue removed from Form 990 21,148. Part XII, Line 2d - Other Adjustments: Intercompany management fee expenses removed from Form 990 21,148. 1 Poverty Reduction 1987 412712 Jail and Prison Reentry 64 31471 Immigration assistance 10 5778 Part I, Line 2: Individuals complete an application and a variety of assistance is available based on need and income level. Income information is verified through pay stubs, bank statements, and tax returns. To ensure the funds are used appropriately, assistance is monitored and given directly to an organization, not the individual. Assistance is also given to other disaster services agencies to help with any needs they may have to assist individuals. Schedule I, Part III, (b): The number of recipients is an estimate of the number of individuals that received assistance. Form 990, Part VI, Section A, line 2 Archbishop Thomas Zinkula, Rev. Msgr. Thomas Toale and Brian Harris 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 and 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 The Board of Directors are provided with a copy of the 990 before it is filed. The Executive Director and the Finance Officer review the Form 990. Form 990, Part VI, Section B, line 12c It is the policy of Catholic Charities of the Archdiocese of Dubuque 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 Catholic Charities 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 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 is not 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 15a A wage comparability study for the Executive Director is completed biennially and was last completed in June 2025. This review was conducted by the Archdiocesan Human Resources Director, an independent person, with approval from Catholic Charities' Board of Directors. The deliberation and decision were documented. Each year the Executive Director receives a review, and increases in compensation are based on the consumer price index but can receive an additional increase if approved by the Board of Directors. All deliberation regarding compensation is documented in the personnel file as well the minutes for discussions by the Board of Directors. The Finance Officer is compensated by the Archdiocese of Dubuque, a related organization. The Archdiocese of Dubuque uses these methods to determine the Finance Officer's compensation. Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request. Form 990, Part XI, line 9: Change in interest in net assets of Catholic Charities Foundation 1,160,811. Form 990, Part XII, Line 2c: The Audit Committee of the Archdiocese of Dubuque, a related organization, assumes the responsibility for oversight of the audit and selection of an independent accountant. Heartland East LLC PO Box 1390 Dubuque IA 52004 821977685 28-unit affordable housing complex IA 181936 647334 Catholic Charities of the Archdiocese of Dubuque Catholic Charities Foundation 1229 Mt Loretta Ave Dubuque IA 52003 420680319 Support Catholic Charities of the Archdiocese of Dubuque IA 501(c)(3) Line 12a, I Catholic Charities of the Arch of Dubuque 1 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 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 Catholic Charities Foundation C 573393 General ledger