Nonprofit · EIN 42-0680319
CATHOLIC CHARITIES FOUNDATION
Also known as ST MARYS HOME
Tax-exempt · DUBUQUE, IA 52003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $283,213 | $584,279 | -$301,066 | $14,092,072 | $0 | $14,092,072 |
| October 31, 2024 | 990 | $1,374,483 | $269,730 | $1,104,753 | $12,933,199 | $1,938 | $12,931,261 |
| October 31, 2023 | 990 | $67,845 | $438,508 | -$370,663 | $10,011,160 | $0 | $10,011,160 |
| October 31, 2021 | 990 | $222,535 | $254,012 | -$31,477 | $11,475,799 | $0 | $11,475,799 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $209,162
- Program service revenue
- $0
- Investment income
- $74,051
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $573,393
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $430
- Accounting fees
- $10,456
- Program services (functional)
- $573,393
- Management and general (functional)
- $10,886
Balance sheet and other
- Total assets, start of year
- $12,933,199
- Total assets, end of year
- $14,092,072
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,092,072
- Net assets without donor restrictions
- $13,925,572
- Net assets with donor restrictions
- $166,500
- Gross receipts
- $283,213
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1912
- State of legal domicile
- IA
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Brian Harris | Finance Officer Officer | 1 | $0 | $139,084 | $7,356 |
| Tracy Morrison | Executive Director Officer | 2.2 | $0 | $132,870 | $6,623 |
| Archbishop Thomas Zinkula | President Trustee or director, Officer | 40.7 | $0 | $35,306 | $0 |
| Rev Msgr Thomas Toale | Vice President Trustee or director, Officer | 40.7 | $0 | $33,766 | $0 |
| Mary Jo Pfeifer Wulf | Secretary Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| Sr Susan O'Connor RSM | Treasurer until Aug Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| Jerry Fox | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Paul Lee | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Terry Carpenter | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Gabriela Veg-Bauerly | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| John Freund | Director Trustee or director | 0.2 | $0 | $0 | $0 |
990 for the year ended October 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Brian Harris | Finance Officer Officer | 1 | $0 | $129,313 | $6,758 |
| Tracy Morrison | Executive Director Officer | 2.2 | $0 | $125,347 | $6,248 |
| Rev Msgr Thomas Toale | Vice President Trustee or director, Officer | 40.7 | $0 | $32,220 | $0 |
| Archbishop Thomas Zinkula | President Trustee or director, Officer | 40.7 | $0 | $5,498 | $0 |
| Mary Jo Pfeifer Wulf | Secretary Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| Sr Susan O'Connor RSM | Treasurer Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| Ruth Palmer | Director (Until June 24) Trustee or director | 0.2 | $0 | $0 | $0 |
| Jerry Fox | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Paul Lee | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Terry Carpenter | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Gabriela Veg-Bauerly | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| John Freund | Director Trustee or director | 0.2 | $0 | $0 | $0 |
990 for the year ended October 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Richard Runde | Finance Officer until Feb 2023 Officer | 1 | $0 | $159,312 | $7,906 |
| Tracy Morrison | Executive Director Officer | 2 | $0 | $114,398 | $5,703 |
| Rev Msgr Thomas Toale | Vice President Trustee or director, Officer | 0.2 | $0 | $28,020 | $0 |
| Archbishop Michael Jackels | President until April 2023 Trustee or director, Officer | 0.2 | $0 | $28,020 | $0 |
| Bishop Richard Pates | President (April 2023- Oct 2023) Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| Brian Harris | Finance Officer as of Feb 2023 Officer | 1 | $0 | $0 | $0 |
| Archbishop Thomas Zinkula | President as of Oct 2023 Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| Mary Jo Pfeifer Wulf | Secretary Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| Sr Susan O'Connor RSM | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| John Freund | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Jerry Fox | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Gabriela Veg-Bauerly | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Ruth Palmer | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Paul Lee | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Terry Carpenter | Director Trustee or director | 0.2 | $0 | $0 | $0 |
990 for the year ended October 31, 2021: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Richard Runde | Finance Officer Officer | 3 | $0 | $148,371 | $7,359 |
| Tracy Morrison | Executive Director Officer | 40 | $0 | $105,188 | $5,250 |
| Archbishop Michael Jackels | President Trustee or director, Officer | 3 | $0 | $23,940 | $0 |
| Rev Msgr Thomas Toale | Vice President Trustee or director, Officer | 1 | $0 | $23,940 | $0 |
| Mary Jo Pfeifer Wulf | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Sr Susan O'Connor RSM | Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Deacon Bill Biver | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Judy Wolf | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| John Freund | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Jerry Fox | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Gabriela Veg-Bauerly | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Ruth Palmer | Director Trustee or director | 0.2 | $0 | $0 | $0 |
| Marty Doerning | Director Trustee or director | 0.2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1229 MT LORETTA AVE, DUBUQUE, IA 52003-7826
- Principal officer (990 for 2024)
- Tracy Morrison, 1229 Mt Loretta Ave, Dubuque, IA 52003
- Signed the 990
- Tracy Morrison, Executive Director
- Phone
- (563) 556-2580
- Return prepared by
- Eide Bailly Advisory LLC
Mission
None
Program accomplishments
- 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.Expenses $573,393 · grants $573,393
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990 on file |
IRS record
- EIN
- 42-0680319
- 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
- October
- Files
- Form 990 or 990-EZ
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $14,092,072
- Income (IRS master file)
- $283,213
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $283,213 | $584,279 | $14,092,072 | XML |
| 990 | October 2024 | $1,374,483 | $269,730 | $12,933,199 | XML |
| 990 | October 2023 | $67,845 | $438,508 | $10,011,160 | XML |
| 990 | October 2022 | $455,384 | $379,080 | $9,874,168 | IRS |
| 990 | October 2021 | $222,535 | $254,012 | $11,475,799 | XML |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2018 | – | – | – | 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 42-0680319).
Questions about CATHOLIC CHARITIES FOUNDATION
- What is the EIN of CATHOLIC CHARITIES FOUNDATION?
- The employer identification number (EIN) of CATHOLIC CHARITIES FOUNDATION is 42-0680319.
- Is CATHOLIC CHARITIES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does CATHOLIC CHARITIES FOUNDATION 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 FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CATHOLIC CHARITIES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of CATHOLIC CHARITIES FOUNDATION?
- The 990 for the year ended October 31, 2025 names Tracy Morrison.
- Who are the officers and directors of CATHOLIC CHARITIES FOUNDATION?
- The 990 for the year ended October 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does CATHOLIC CHARITIES FOUNDATION have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $283,213, expenses of $584,279 and total assets of $14,092,072 at year end.
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