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Nonprofit · EIN 41-0721636

CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER

Tax-exempt · WINONA, MN 55987

Financials

$4.8M$5.3M2022$5.1M$5M2023$6M$5.2M2024
Revenue Expenses · by fiscal year end
Financials of CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$5,964,423$5,205,501$758,922$3,721,022$350,337$3,370,685
June 30, 2024990$5,122,920$5,044,488$78,432$2,947,111$443,282$2,503,829
June 30, 2023990$4,820,400$5,345,473-$525,073$3,002,037$415,050$2,586,987
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$5,126,437
of which government grants
$2,014,665
Program service revenue
$670,118
Investment income
$167,868
Net gain from sales of assets
$120,112
Other revenue
$0

Expenses

Grants and similar amounts paid
$557,436
Other salaries and wages
$2,986,688
Salaries, compensation and benefits (total)
$3,657,905
Professional fundraising fees
$0
Legal fees
$3,629
Accounting fees
$33,750
Occupancy
$324,346
Travel
$95,450
Depreciation
$41,437
Program services (functional)
$4,272,094
Management and general (functional)
$852,278
Fundraising (functional)
$81,129

Balance sheet and other

Total assets, start of year
$2,947,111
Total assets, end of year
$3,721,022
Total liabilities, end of year
$350,337
Net assets, end of year
$3,370,685
Land, buildings and equipment
$512,521
Publicly traded securities
$2,024,719
Net assets without donor restrictions
$1,522,677
Net assets with donor restrictions
$1,848,008
Gross receipts
$6,001,004
Employees
0
Volunteers
0
Year formed
1947
State of legal domicile
MN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MOST REVEREND ROBERT BARRONPRESIDENT
Trustee or director, Officer
0.7$0
VERY REV WILLIAM THOMPSONVICAR GENERAL
Trustee or director, Officer
0.7$0
HEATHER LENZPAST CHAIR
Trustee or director
0.7$0
COLLEEN HELMSDIRECTOR
Trustee or director
0.7$0
DR JANE NJERUDIRECTOR
Trustee or director
0.7$0
MARY WALKERDIRECTOR
Trustee or director
0.7$0
RICK REEDCHAIR
Trustee or director, Officer
0.7$0
TERESA SPECKTREASURER
Trustee or director, Officer
0.7$0
SISTER AGNES MARY GRAVESDIRECTOR
Trustee or director
0.7$0
MICHAEL LUDVIKDIRECTOR
Trustee or director
0.7$0
REV JAMES STARASINICHDIRECTOR
Trustee or director
0.7$0
GUS WIGGERTDIRECTOR
Trustee or director
0.7$0
LINDA HALBURDIRECTOR
Trustee or director
0.7$0
LISA KREMERDIRECTOR
Trustee or director
0.7$0
990 for the year ended June 30, 2024: 15 people
NameTitleHours / weekCompensation
MOST REVEREND ROBERT BARRONPRESIDENT
Trustee or director, Officer
0.7$0
VERY REV WILLIAM THOMPSONVICAR GENERAL
Trustee or director, Officer
0.7$0
HEATHER LENZCHAIR
Trustee or director, Officer
0.7$0
DEAN BECKMANDIRECTOR
Trustee or director
0.7$0
COLLEEN HELMSDIRECTOR
Trustee or director
0.7$0
DR JANE NJERUDIRECTOR
Trustee or director
0.7$0
MARY WALKERDIRECTOR
Trustee or director
0.7$0
RICK REEDVICE CHAIR
Trustee or director, Officer
0.7$0
TERESA SPECKTREASURER
Trustee or director, Officer
0.7$0
SISTER AGNES MARY GRAVESDIRECTOR
Trustee or director
0.7$0
MICHAEL LUDVIKDIRECTOR
Trustee or director
0.7$0
MICHAEL MCCARVELDIRECTOR
Trustee or director
0.7$0
REV JAMES STARASINICHDIRECTOR
Trustee or director
0.7$0
GUS WIGGERTDIRECTOR
Trustee or director
0.7$0
DR DOUGLAS WOODDIRECTOR
Trustee or director
0.7$0
990 for the year ended June 30, 2023: 14 people
NameTitleHours / weekCompensation
MOST REVEREND JOHN QUINNPRESIDENT
Trustee or director, Officer
0.7$0
VERY REV WILLIAM THOMPSONVICAR GENERAL
Trustee or director, Officer
0.7$0
SCOT BERKLEYPAST CHAIR
Trustee or director, Officer
0.7$0
JIMMY BICKERSTAFFVICE CHAIR
Trustee or director, Officer
0.7$0
HEATHER LENZTREASURER
Trustee or director, Officer
0.7$0
REVEREND GREGORY HAVELDIRECTOR
Trustee or director
0.7$0
OLIVIA ORDAZDIRECTOR
Trustee or director
0.7$0
TERESA PEARSONDIRECTOR
Trustee or director
0.7$0
MARY FARRELLDIRECTOR
Trustee or director
0.7$0
KEVIN AAKERDIRECTOR
Trustee or director
0.7$0
DEAN BECKMANCHAIR
Trustee or director
0.7$0
COLLEEN HELMSDIRECTOR
Trustee or director
0.7$0
DR JANE NJERUDIRECTOR
Trustee or director
0.7$0
MARY WALKERDIRECTOR
Trustee or director
0.7$0

Address and contacts

Address (IRS master file)
PO BOX 379, WINONA, MN 55987-0379
Principal officer (990 for 2024)
RICK REED, 111 MARKET STREET 2, WINONA, MN 55987
Signed the 990
RICK REED, CHAIR
Phone
(507) 454-2270
Return prepared by
RUSSELL & ASSOCIATES LLC

Mission

CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER SERVES THE POOR AND MARGINALIZED, ADVOCATES FOR SOCIAL JUSTICE, AND CALLS ALL PEOPLE TO THE MINISTRY OF CHRIST.

990 for the year ended June 30, 2025

Program accomplishments

  • EMERGENCY SHELTERS & SUPPORTIVE HOUSINGEMERGENCY SHELTERSCATHOLIC CHARITIES OPERATED 3 EMERGENCY SHELTERS FOR ADULTS EXPERIENCING HOMELESSNESS. THE WINONA COMMUNITY WARMING CENTER (WCWC) IS AN OVERNIGHT SEASONAL SHELTER SERVING APPROXIMATELY 70 UNIQUE INDIVIDUALS EACH SEASON AND PROVIDING 1300 NIGHTS OF SHELTER. THE WCWC IS OPEN NOVEMBER 1ST-MARCH 31ST FROM 9PM-7AM. THE WINONA COMMUNITY DAY CENTER (WCDC) IS A DROP-IN EMERGENCY DAY SHELTER. THE WCDC PROVIDES SHELTER, MEALS, LAUNDRY, SHOWERS, AND CONNECTIONS TO MAINSTREAM RESOURCES FOR ADULTS EXPERIENCING HOMELESSNESS. THE ROCHESTER COMMUNITY WARMING CENTER (RCWC) IS YEAR-ROUND, LOW BARRIER, NIGHT-BY-NIGHT SHELTER SERVING ADULTS EXPERIENCING HOMELESSNESS 8PM-8AM. THE RCWC SERVED 650 UNIQUE INDIVIDUALS AND PROVIDED OVER 21,000 NIGHTS OF SHELTER. WE PROVIDE TWO LIGHT MEALS, BREAKFAST AND DINNER, LAUNDRY, SHOWERS, AND REFERRALS TO COUNTY HOUSING PROGRAMS. SUPPORTIVE HOUSINGCATHOLIC CHARITIES WORKS IN AN AGREEMENT WITH OLMSTED COUNTY GOVERNMENT TO PROVIDE STAFFING AT TWO SUPPORTIVE HOUSING BUILDINGS AND ONE 90-DAY EMERGENCY SHELTER IN ROCHESTER. THE CREEK IS AN ALTERNATIVE STAY 90 DAY EMERGENCY SHELTER, PROVIDING RESIDENTS WITH INDIVIDUAL ROOMS, CASE MANAGEMENT AND SUPPORT TO MAKE PROGRESS ON A HOUSING PLAN. THE CREEK HOUSES UP TO 12 INDIVIDUALS USING A LOW BARRIER, HOUSING FIRST, AND HARM REDUCTION MODEL. THE 105 AND THE FRANCIS ARE PERMANENT SUPPORTIVE HOUSING PROGRAMS, SERVING ADULTS WITH HIGH BARRIERS TO MARKETPLACE HOUSING. CC'S TEAM PROVIDES SUPPORT TO THE RESIDENTS TO ASSIST IN MAINTAINING HOUSING AS WELL AS IN MAKING PROGRESS ON THEIR PERSON-CENTERED PLANS. THE TWO BUILDINGS HOUSE 18-19 INDIVIDUALS IN A HOUSING FIRST, HARM REDUCTION MODEL.
    Expenses $1,600,877 · grants $800 · revenue $429,021
  • REFUGEE RESETTLEMENTCATHOLIC CHARITIES REFUGEE RESETTLEMENT PROGRAM (CCRRP) HAS A RICH HISTORY OF SERVING PRIMARY REFUGEES IN OUR COMMUNITY SINCE 1975. THE REFUGEE RESETTLEMENT PROGRAM MEETS THE REGIONAL NEEDS OF THE REFUGEES DESIGNATED TO RESETTLE HERE, EITHER THROUGH FAMILY REUNIFICATION OR AS "FREE CASES" ASSIGNED TO OUR LOCAL COMMUNITY. NEW REFUGEES ARE AT THEIR MOST VULNERABLE AS THEY ENTER THE UNITED STATES. AS THE ONLY RESETTLEMENT AGENCY IN SOUTHEASTERN MINNESOTA, CCRRP SEEKS TO ADDRESS THE MOST FUNDAMENTAL NEEDS OF ALL NEW REFUGEES SUCH AS ACCESS TO SHELTER, FOOD, CLOTHING, INCOME, MEDICAL CARE, EDUCATION, AND EMPLOYMENT. OPERATING UNDER THE UMBRELLA OF UNITED STATES CONFERENCE OF CATHOLIC BISHOPS/ MIGRATION AND REFUGEE SERVICES (USCCB/MRS) IN COLLABORATION WITH DEPARTMENT OF STATE/BUREAU OF POPULATION, REFUGEES, AND MIGRATION (DOS/PRM), CCRRP CARRIES OUT REFUGEE SERVICES TO ADDRESS NEEDS BY PROVIDING DIRECT CASE MANAGEMENT AND NETWORKING WITH THE INTENTION OF BUILDING FINANCIAL INDEPENDENCE. FINANCIAL SELF-SUFFICIENCY IS ACHIEVED THROUGH ACQUIRING SAFE AND STABLE HOUSING, ASSET BUILDING, FINANCIAL LITERACY TRAINING, AND BASIC EMPLOYMENT SOFT SKILLS TRAINING WHICH ASSISTS REFUGEES IN GAINING THE ABILITY TO SECURE EMPLOYMENT, A MORE SUSTAINABLE AND SIGNIFICANT SOURCE OF FINANCIAL INDEPENDENCE. WE ALSO PROVIDE CULTURAL, TRANSPORTATION, SHOPPING AND BUDGETING ORIENTATIONS. WE WELCOMED 200 INDIVIDUALS IN FISCAL YEAR 2024. REFUGEE INDIVIDUALS AND FAMILIES WE CARED FOR CAME FROM BURMA (MYANMAR), DEMOCRATIC REPUBLIC OF CONGO, GUATEMALA, ETHIOPIA, AFGHANISTAN, SYRIA, SUDAN, SOUTH SUDAN AND SOMALIA. WE SAW CASES CONSISTING OF ONE INDIVIDUAL TO CASES COMPRISED OF TWO TO EIGHT. AS A PROGRAM, OUR GREATEST STRENGTH IS OUR INTENSIVE CLIENT-CENTERED CASE MANAGEMENT. GOALS ESTABLISHED FOR REFUGEES ARE INTENDED TO: ADDRESS IMMEDIATE SOCIAL/EDUCATIONAL NEEDS, ATTAIN A STABLE ENVIRONMENT, DEVELOP SKILLS FOR EMPLOYMENT, UNDERSTAND BASIC FINANCIAL PRINCIPLES, AND PROMOTE SEAMLESS INTEGRATION. THE PROCESS WE UTILIZE ENTAILS AN INTAKE AND ASSESSMENT, GOAL DEVELOPMENT, INTERVENTION, REFERRALS, MONITORING AND REASSESSING THROUGHOUT THE SERVICE PERIOD AND TRANSITIONING SERVICES SEAMLESSLY TO OTHER SERVICE PROVIDERS AT THE END OF THE 90-DAY RESETTLEMENT PERIOD. THE GOAL OF RESETTLEMENT IS EMPOWERING INDIVIDUALS WITH THE KNOWLEDGE AND SKILLS THAT WILL ASSIST THEM ON THE ROAD TO SELF-SUFFICIENCY. REFUGEES WANT WHAT MANY AMERICANS WANT: TO FEEL A PART OF THEIR COMMUNITY, GAIN EMPLOYMENT, AND ULTIMATELY FIND A PLACE TO CALL "HOME."CATHOLIC CHARITIES REFUGEE RESETTLEMENT CONTINUES TO FACILITATE THE MATCH GRANT EMPLOYMENT PROGRAM, WHICH ASSISTS REFUGEES THAT ARRIVE WITH WORK HISTORY AND SOME FLUENCY IN FINDING EMPLOYMENT WITHIN 240 DAYS AFTER THEIR ARRIVAL. MATCH GRANT SERVICES INCLUDE RESUME BUILDING, EMPLOYMENT SOFT SKILLS TRAINING, INTERVIEWING SKILLS TRAINING, JOB SEARCH ASSISTANCE, AND POST-EMPLOYMENT ADVOCACY AND MEDIATION. WE ARE CURRENTLY SERVED 56 INDIVIDUALS IN THE MATCH GRANT PROGRAM THIS LAST YEAR. CCRRP ALSO FACILITATES THE REFUGEE CASH ASSISTANCE (RCA) PROGRAM. RCA IS A TWELVE-MONTH GOVERNMENT FUNDED CASH ASSISTANCE PROGRAM FOR REFUGEES THAT ARRIVE AS SINGLES OR MARRIED COUPLES WITHOUT CHILDREN. IN FY24 WE SERVED 69 INDIVIDUALS.THROUGH A USCCB PARISHES ORGANIZED TO WELCOME REFUGEES (POWR) GRANT WE WORKED WITH COMMUNITY VOLUNTEERS TO PURCHASE GROCERIES FOR NEWLY ARRIVED FAMILIES WITH CULTURAL GOOD ITEMS GIVING THEM A SENSE OF WELCOME AND FOOD SECURITY IN THE FIRST FEW DAYS IN THEIR NEW HOME. WE THANK ALL THE VOLUNTEERS THAT HAVE DEDICATED MANY HOURS TO WELCOME FAMILIES AND HELP GUIDE THEM IN THEIR NEW COMMUNITY AS WELL AS BEFRIEND THEM, LIVING THE WORDS OF "WELCOMING THE STRANGER." IN FISCAL YEAR 2024, WE CONTINUED TO SEE OUR COMMUNITY'S WELCOME OF REFUGEES THROUGH DONATIONS OF ESSENTIAL HOUSEHOLD ITEMS (BEDS/TABLES/CHAIRS, NEW PILLOWS, ETC), CHILDREN'S WELCOME BASKETS, HYGIENE BAGS, CLEANING SUPPLY KITS, AND SURVIVAL KITS. THESE KITS/BASKETS CONTINUE TO BE A WONDERFUL WAY FOR INDIVIDUALS AND GROUPS THAT WANT TO SUPPORT REFUGEES IN OUR COMMUNITY, TO ASSIST THEM IN GAINING THE BASIC ITEMS NEEDED AS THEY ESTABLISH THEMSELVES IN THE COMMUNITY. EACH FAMILY, DEPENDING ON THE SIZE, RECEIVES AN ESTIMATED $1,000-$2,000 DOLLARS IN DONATED ITEMS, COMPLETELY FROM THE GENEROSITY OF THE PEOPLE IN OUR COMMUNITY. WE ARE SO THANKFUL FOR THE SUPPORT FROM ALL THE COMMUNITIES IN SOUTHERN MINNESOTA THAT HAVE HELPED US THIS YEAR.CATHOLIC CHARITIES REFUGEE RESETTLEMENT PROGRAM'S MISSION IS TO MEET THE NEEDS OF NEWLY ARRIVED REFUGEES BY PROVIDING ONE-ON-ONE CASE MANAGEMENT TO GUIDE THEM ON THEIR NEW JOURNEY AND EMPOWER THEM IN THEIR NEW LIFE.
    Expenses $926,706 · grants $369,387
  • ACTIVE AGINGACTIVE AGING PROGRAMS AT CATHOLIC CHARITIES SERVES AS THE FACILITATORS OF AMERICORPS SENIORS RETIRED SENIOR VOLUNTEER PROGRAM (RSVP). THE PROGRAM OPERATES IN COUNTIES IN SOUTH CENTRAL AND SOUTHEASTERN MINNESOTA, INCLUDING: BLUE EARTH, BROWN, DODGE, FARIBAULT, FILLMORE, FREEBORN, GOODHUE, HOUSTON, JACKSON, LE SUEUR, MARTIN, MOWER, NICOLLET, OLMSTED, RICE, STEELE, WABASHA, WASECA, WATONWAN AND WINONA.WORKING AT THE GRASSROOTS LEVEL, PARTNERING WITH NOT FOR PROFIT AGENCIES, AMERICORPS SENIORS RSVP ENGAGES ADULTS AGE 55 AND OVER TO VOLUNTEER THEIR LIFE EXPERIENCES AND SKILLS IN MEETING THE NEEDS OF THEIR NEIGHBORS IN THEIR LOCAL COMMUNITIES THROUGH VOLUNTEER SERVICE. THIS SERVICE IS COMPLETED THROUGH A NETWORK OF COLLABORATIVE AGENCIES SUCH AS HUMAN SERVICE ORGANIZATIONS, SENIOR CENTERS, NON-PROFIT TRANSPORTATION PROVIDERS, SCHOOLS AND FOOD BANKS WHO RECEIVE SUPPORT WITH RECRUITMENT, REFERRAL, RETENTION AND RECOGNITION FOR VOLUNTEERS SERVING THEM.AMERICORPS SENIORS VOLUNTEERS PROVIDE CRITICAL SERVICES, INCLUDING: FOOD DELIVERY, TRANSPORTATION, COMPANIONSHIP, FOOD PANTRY SUPPORT, LEADING HEALTH AND WELLNESS PROGRAMS, TUTORING IN ELEMENTARY SCHOOLS AND HOME REPAIR/BUILDING. FROM JULY 1, 2023 THROUGH JULY 1, 2024 THERE WERE 1,325 VOLUNTEERS ACTIVELY SERVING IN 160 LOCATIONS, GIVING 135,355 HOURS OF THEIR TIME TO FILL NEEDS IN SOUTHERN MN. AS THE AGING POPULATION RISES, SO TOO DOES THE NEED FOR SERVICES FOCUSED ON HELPING THEM TO REMAIN INDEPENDENT, WHICH IS WHAT THE MAJORITY OF OUR WORK SUPPORTS. THE ABOVE NUMBER INCLUDES 260 NEW VOLUNTEERS AND 4 NEW PARTNER SITES. OLDER ADULTS IN OUR PROGRAM CONTINUE TO SHOW RESILIENCE AS THEY WORK TO CONNECT AND SERVE IN THEIR COMMUNITIES AND THE NONPROFITS IN THOSE COMMUNITIES VALUE THE CONTRIBUTIONS THESE VOLUNTEERS OFFER.ACTIVE AGING PROGRAMS ALSO PROVIDES HEALTH AND WELLNESS OPPORTUNITIES AND EXPERIENCES THAT ARE CHANGING LIVES. THE PROGRAMS ARE EVIDENCE-BASED AND HAVE PROVEN OUTCOMES TO HELP BUILD PEOPLES' CONFIDENCE IN MANAGING THEIR HEALTH CONDITIONS, INCREASE PHYSICAL ACTIVITY LEVELS AND REDUCE HEALTH CARE COSTS. THE OVERALL GOAL OF THESE PROGRAMS IS TO IMPROVE THE QUALITY OF LIFE AND HELP PEOPLE LIVE INDEPENDENTLY LONGER. THESE PROGRAMS ARE OFFERED THROUGHOUT SOUTHERN MINNESOTA. JUST OVER 1,500 PARTICIPANTS WERE SERVED BY HEALTH AND WELLNESS CLASSES FROM JULY1, 2023 TO JUNE 30, 2024. DURING THIS TIME PERIOD, 5 NEW EXERCISE CLASSES WERE STARTED. THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM TRANSITIONED FROM CATHOLIC CHARITIES AS THE GRANTEE TO WINONA VOLUNTEER SERVICES THIS PAST TAX SEASON. WVS BUILT A NEW FACILITY, INCLUDING A PERMANENT SITE FOR THE VITA PROGRAM, MAKING THEM A LOGICAL SPONSOR MOVING FORWARD. WE CONTINUE TO SUPPORT THE VOLUNTEERS THROUGH AMERICORPS SENIORS.IN THIS PAST YEAR, AMERICORPS VOLUNTEERS AND ACTIVE AGING PROGRAMS STAFF HAVE CONDUCTED 10 FINANCIAL CLASSES. THESE ARE DONE THROUGH PARTNERSHIPS WITH OLMSTED COUNTRY WOMEN'S SHELTER AND ST. VINCENT DE PAUL. WE HAVE ALSO BEEN ABLE TO HOLD SEVERAL TWO HOUR SEMINARS FOR OLDER ADULTS, CENTERING ON AVOIDING SCAMS AND ELDER FINANCIAL FRAUD. THROUGH THESE PROGRAMS, 65 PEOPLE WERE SERVED.IN AN EFFORT TO EXPAND THE MEDIAPPS SERVICES, THIS PROGRAM WILL NOW COME UNDER ACTIVE AGING. OUR HOPE IS TO UTILIZE AMERICORPS SENIORS VOLUNTEERS TO PROVIDE EDUCATION AND GUIDANCE IN NAVIGATING THE PATIENT ASSISTANCE PROGRAMS WITH PHARMACEUTICAL COMPANIES WITH A GOAL OF ENROLLING OLDER ADULTS THROUGHOUT OUR AREA. AMERICORPS SENIORS FUNDING FOR 2025-27 HAS BEEN APPLIED FOR AND PENDING, INCLUDING THE ADDITION OF WORK DONE THROUGH MEDIAPPS.
    Expenses $460,260 · revenue $53,402
  • CHILD & FAMILY SERVICESPARENTING SUPPORT:CATHOLIC CHARITIES SUPPORTS CONFIDENT PREGNANCIES AND STABLE BEGINNINGS FOR CHILDREN. WE HELP WOMEN AND MEN THOUGHTFULLY DECIDE BETWEEN PARENTING OR ADOPTION SO THEY CAN CONFIDENTLY PURSUE THE BEST PLAN FOR THEMSELVES AND THEIR BABIES. CATHOLIC CHARITIES HELPS EXPECTANT PARENTS TO MAKE A PARENTING PLAN, PROVIDES PARENTING EDUCATION AND ACCESS TO BABY ITEMS. WE PROVIDE FREE PORTABLE CRIBS SO INFANTS HAVE A SAFE PLACE TO SLEEP, FREE INFANT CAR SEATS FOR THOSE THAT CANNOT AFFORD BABY SUPPLIES, AND OFFER DIAPER BANKS IN FIVE COMMUNITIES ACROSS THE DIOCESE. WE PROVIDE ONE-TIME FINANCIAL ASSISTANCE FOR NEW AND EXPECTANT PARENTS IN NEED OF RENT OR UTILITY ASSISTANCE, WHICH IS LARGELY FUNDED THROUGH OUR ANNUAL BABY BOTTLE CAMPAIGN. IN FISCAL YEAR 2024, WE SUPPORTED 646 NEW AND EXPECTANT PARENTS.ADOPTIONOUR ADOPTION PROGRAM IS THE LONGEST-STANDING PROGRAM AT CATHOLIC CHARITIES. WE PRIMARILY OFFER DOMESTIC INFANT ADOPTION AND ARE LICENSED BY THE STATE OF MINNESOTA. OUR MISSION IS TO FIND HOMES FOR CHILDREN WHO NEED A LOVING, STABLE FAMILY. CATHOLIC CHARITIES PROVIDES PREGNANCY COUNSELING AND DECISION MAKING SUPPORT TO EXPECTANT PARENTS. WE PROVIDE GUIDANCE IN SELECTING AND MEETING AN ADOPTIVE FAMILY, DETERMINING HOW MUCH OPENNESS THEY WANT, AND MAKING A PLAN FOR THE HOSPITAL TIME AND THEIR FUTURE. WE HAVE A COOPERATIVE AGREEMENT WITH HOLT INTERNATIONAL TO OFFER HOME STUDIES AND POST PLACEMENT SUPERVISION FOR INTERNATIONAL ADOPTIONS. OUR SOCIAL WORKERS COMPLETE ASSESSMENTS, HOME STUDIES, AND EDUCATION FOR COUPLES WANTING TO ADOPT A CHILD. WE ARE MEMBERS OF THE NATIONAL COUNCIL FOR ADOPTION AND BRAVELOVE. OUR SERVICES CONTINUE THROUGH THE LIFESPAN FOR ALL MEMBERS OF THE ADOPTION CONSTELLATION BY OFFERING ONGOING SUPPORT, ADOPTION DAY CELEBRATIONS, INTERMEDIARY SERVICES, AND POST-ADOPTION SEARCH AND REUNION SERVICES. IN FISCAL YEAR 2024, WE SERVED ELEVEN FAMILIES IN OUR ADOPTION PROGRAM AND ASSISTED 32 INDIVIDUALS WITH POST ADOPTION SUPPORT.ONWARD & UPWARDCATHOLIC CHARITIES' ONWARD AND UPWARD PROGRAM SUPPORTS LOW INCOME SINGLE PARENTS AS THEY PURSUE A DEGREE IN THE HEALTHCARE FIELD. THERE ARE THREE COMPONENTS TO THE ONWARD AND UPWARD PROGRAM: MENTORING, SCHOLARSHIPS, AND EMERGENCY FINANCIAL ASSISTANCE. SINGLE PARENTS WHO ARE ACCEPTED INTO THE ONWARD AND UPWARD PROGRAM ARE PAIRED WITH A CATHOLIC CHARITIES SOCIAL WORKER TO RECEIVE MENTORING. THESE MONTHLY MEETINGS ARE BASED ON THE NEEDS OF EACH STUDENT, AND COVER TOPICS SUCH AS RESOURCES, GOAL SETTING, BUDGETING, TIME MANAGEMENT, SELF CARE AND IDENTIFYING THE STUDENT'S LEARNING STYLES. STUDENTS ALSO RECEIVE A MONTHLY SCHOLARSHIP TO HELP WITH NON-ACADEMIC NEEDS, AND MAY APPLY FOR EMERGENCY FINANCIAL ASSISTANCE AS NEEDED FOR UNEXPECTED EXPENSES. EMERGENCY FINANCIAL ASSISTANCE IS MOST OFTEN USED FOR CAR REPAIRS, UTILITIES, TEXTBOOKS, AND MEDICAL BILLS. THE GOAL IS TO LIFT FAMILIES OUT OF POVERTY AND INTO SELF SUFFICIENCY THROUGH SUPPORTING EDUCATION. OUR MOST RECENT GRADUATES BEGIN EARNING AN AVERAGE OF $20 MORE PER HOUR AFTER GRADUATING WITH THEIR NEW DEGREE! ONWARD AND UPWARD SUPPORTS 10-12 FAMILIES AT A TIME.HOME STUDY AND POST RELEASE SERVICESCATHOLIC CHARITIES RECEIVED A NEW GRANT THROUGH THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS IN SPRING 2024 TO OFFER HOME STUDY AND POST RELEASE SERVICES TO UNACCOMPANIED MIGRANT CHILDREN. WHEN UNACCOMPANIED CHILDREN ARE APPREHENDED AT THE US/MEXICO BORDER AND A SPONSOR CAN BE IDENTIFIED, THE CHILDREN ARE RELEASED TO THE SPONSOR'S CARE. DEPENDING ON THE NATURE OF THE RELATIONSHIP BETWEEN SPONSOR AND CHILD, A HOME STUDY MAY BE REQUIRED. CATHOLIC CHARITIES SOCIAL WORKERS PROVIDE HOME STUDIES TO ASSESS THE SUITABILITY AND SAFETY OF A POTENTIAL SPONSOR BEFORE A CHILD IS RELEASED FROM SHELTER CARE. OUR SOCIAL WORKERS ALSO PROVIDE POST RELEASE SERVICES TO HELP SPONSORS ENROLL THE CHILDREN IN SCHOOL, OBTAIN MEDICAL AND MENTAL HEALTH CARE, UNDERSTAND THEIR LEGAL RIGHTS WITHIN IMMIGRATION, PURSUE GUARDIANSHIP, ACCESS COMMUNITY RESOURCES, OBTAIN SUBSTANCE USE TREATMENT, AND ASSIST IN THE ADJUSTMENT OF THE SPONSOR AND CHILD. WE HAVE SERVED 37 YOUTH, BETWEEN THE AGES OF 4 AND 18, SINCE MAY 2024.ADULT ADVOCACYTHE MISSION OF THE ADULT ADVOCACY PROGRAM IS TO PROVIDE PERSON CENTERED SERVICES THAT IMPROVE WELLBEING AND PREVENT HARM FOR THE INDIVIDUALS WE SERVE. THE PROGRAM OFFERS BOTH COURT APPOINTED AND NON-COURT APPOINTED SERVICES. COURT APPOINTED SERVICES ARE ORDERED AND SUPERVISED BY THE COURT AT ALL TIMES. NON-COURT APPOINTED SERVICES FOLLOW FORMAL DIRECTIONS BY THE INDIVIDUALS SERVED. SERVICES OFFERED BY THE PROGRAM ARE GUARDIANSHIP, CONSERVATORSHIP, POWER OF ATTORNEY, TRUSTEE, PERSONAL REPRESENTATIVE OF THE ESTATE, HEALTH CARE AGENT AND SUPPORTED DECISION MAKER. STAFF ARE GUIDED BY THE PROFESSIONAL STANDARDS OF THE NATIONAL GUARDIANSHIP ASSOCIATION. INDIVIDUALS SERVED MAY HAVE DEVELOPMENTAL DISABILITIES, SERIOUS AND PERSISTENT MENTAL ILLNESS, CHEMICAL AND/OR DRUG DEPENDENCE, PHYSICAL IMPAIRMENT, COGNITIVE IMPAIRMENT, OR COMPLEX MEDICAL DIAGNOSES, WHOM ARE UNABLE TO MAKE DECISIONS FOR THEIR WELLBEING OR CARE ANY LONGER. THE INDIVIDUALS SERVED LIVE IN A VARIETY OF SETTINGS INCLUDING RESIDENTIAL GROUP HOMES, CORPORATE FOSTER CARE, SKILLED NURSING CARE CENTERS, ASSISTED LIVING FACILITIES AND INDEPENDENT LIVING SETTINGS DEPENDING ON WHAT IS THE LEAST RESTRICTIVE HOUSING TO SUPPORT THEIR INDIVIDUAL NEEDS. SPECIFIC EXAMPLES OF SERVICES PROVIDED TO CLIENTS THROUGH THE ADULT ADVOCACY PROGRAM INCLUDE ATTENDING MEDICAL APPOINTMENTS; GIVING LEGAL CONSENT FOR TREATMENTS, MEDICATIONS AND PROCEDURES; FINDING BETTER SUITED PLACEMENT OR LIVING ARRANGEMENTS FOR CLIENTS WHEN NEEDED; SHOPPING WITH AND FOR CLIENTS; COORDINATING THE SALE OF REAL ESTATE OR OTHER VALUABLE ITEMS ON BEHALF OF CLIENTS, MANAGING FINANCES, ASSISTING IN LOCATING AND OBTAINING ENTITLED SERVICES (SUCH AS SOCIAL SECURITY MEDICARE, MEDICAID AND/OR VETERANS BENEFITS) AND EMPLOYMENT; AND OVERALL COORDINATION OF SERVICES TO ENSURE THAT THE HIGHEST QUALITY OF CARE POSSIBLE IS OFFERED TO EACH CLIENT. WE STRIVE TO ADVOCATE, PROMOTE INDEPENDENCE AND PURSUE THE LEAST RESTRICTIVE SETTING FOR OUR CLIENTS. THE PROGRAM IS STRUCTURED WITH A PROGRAM DIRECTOR, PROGRAM COORDINATOR, 3 CASE MANAGERS AND AN ACCOUNTING ASSISTANT. A TOTAL OF 99 INDIVIDUALS WERE SERVED. 38 OF THOSE INDIVIDUALS WERE UNDER BOTH GUARDIANSHIP AND CONSERVATORSHIP; 6 WERE UNDER CONSERVATORSHIP ONLY, 52 WERE UNDER GUARDIANSHIP ONLY. WE WERE THE PERSONAL REPRESENTATIVE FOR 1 INDIVIDUAL, AND ONLY THE SPECIAL NEEDS TRUST TRUSTEE FOR 2 INDIVIDUALS. WE ARE CONTRACTED TO SERVE CLIENTS THROUGH FILLMORE, GOODHUE, OLMSTED, STEELE AND WINONA COUNTIES. 10 OF OUR CLIENTS ARE PRIVATE PAY. WE ARE SERVING MOST OF OUR CLIENTS IN THE WINONA AND SURROUNDING AREA, BUT DEPENDING ON THEIR NEEDS AND THE AVAILABILITY OF APPROPRIATE PLACEMENT, WE ALSO SERVE IN GREATER MINNESOTA. INDIVIDUALS SERVED RANGED IN AGE FROM 19 TO 88. FAMILY & INDIVIDUAL COUNSELINGTHE FAMILY AND INDIVIDUAL COUNSELING SERVICES PROGRAM CONTINUES TO SERVE CLIENTS ACROSS THE SOUTHERN TIER OF MINNESOTA AS WELL AS EMPLOYEE ASSISTANCE CLIENTS FROM GREATER MINNESOTA AND INTO WISCONSIN. COUNSELING SERVICES ARE PROVIDED BY TRAINED AND LICENSED PROFESSIONALS. INSURANCE IS ACCEPTED AND OFTEN COVERS THE COST OF SERVICES, BUT A SLIDING FEE SCALE BASED ON HOUSEHOLD INCOME AND FAMILY SIZE IS AVAILABLE FOR PEOPLE WHO DO NOT HAVE INSURANCE COVERAGE. DURING THIS REPORTING CYCLE, INDIVIDUALS, COUPLES AND FAMILIES WERE PROVIDED COUNSELING SERVICES. PARISH SOCIAL MINISTRIESTHE PARISH SOCIAL MINISTRY (PSM) PROGRAM EXISTS TO PROMOTE AWARENESS, EDUCATION, AND ACTION ON BEHALF OF CATHOLIC SOCIAL TEACHING IN PARISHES, SCHOOLS, AND LOCAL AGENCIES. "THE CHURCH CANNOT NEGLECT THE SERVICE OF CHARITY ANY MORE THAN SHE CAN NEGLECT THE SACRAMENTS AND THE WORD . . . THE CHURCH'S DEEPEST NATURE IS EXPRESSED IN HER THREE-FOLD RESPONSIBILITY: OF PROCLAIMING THE WORD OF GOD, CELEBRATING THE SACRAMENTS, AND EXERCISING THE MINISTRY OF CHARITY. THESE DUTIES PRESUPPOSE EACH OTHER AND ARE INSEPARABLE" (GOD IS LOVE - POPE BENEDICT XVI). THESE WORDS FROM POPE BENEDICT TELL OF THE NEED TO PUT OUR FAITH INTO ACTION, AND THIS IS THE PRIMARY WORK OF THE PSM PROGRAM.THE PSM PROGRAM THIS PAST YEAR WAS COMPRISED OF A TEAM OF TWO, WHICH INCLUDED THE DIRECTOR OF PSM AND A REGIONAL PSM COORDINATOR IN THE WORTHINGTON DEANERY. THE DIOCESAN SOCIAL CONCERNS COMMITTEE, ESTABLISHED IN 2013, HELPS PLOT THE DIRECTION OF THE WORK OF PSM.MEDIAPPSMEDIAPPS HELPS TO IMPROVE THE HEALTH AND WELL-BEING OF LOW-INCOME UNINSURED OR UNDERINSURED INDIVIDUALS IN OUR SERVICE AREA BY HELPING OBTAIN NEEDED PRESCRIPTION MEDICATIONS THEY CANNOT AFFORD ON THEIR OWN. EMERGENCY ASSISTANCE PROVIDED 256 PRESCRIPTIONS TO 108 UNIQUE INDIVIDUALS, FOR A TOTAL OF $39,654. PATIENT ASSISTANCE ASSISTED 115 UNDUPLICATED INDIVIDUALS WITH 499 PRESCRIPTIONS, FOR A SAVINGS OF $950,388.
    Expenses $1,284,251 · grants $187,249 · revenue $190,735

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
41-0721636
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Exempt since
1946
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P20Z)
Assets (IRS master file)
$3,721,022
Income (IRS master file)
$6,001,004

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$5,964,423$5,205,501$3,721,022XML
990June 2024$5,122,920$5,044,488$2,947,111XML
990June 2023$4,820,400$5,345,473$3,002,037XML
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-0721636).

Questions about CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER

What is the EIN of CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER?
The employer identification number (EIN) of CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER is 41-0721636.
Is CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
Which annual return does CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER?
The 990 for the year ended June 30, 2025 names RICK REED.
Who are the officers and directors of CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER?
The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
How much revenue does CATHOLIC CHARITIES OF THE DIOCESE OF WINONA-ROCHESTER have?
On its 990 for the year ended June 30, 2025 it reported revenue of $5,964,423, expenses of $5,205,501 and total assets of $3,721,022 at year end.

Other nonprofits in WINONA

All nonprofits in WINONA · Minnesota · Human services