Nonprofit · EIN 42-0680493
CATHOLIC CHARITIES OF THE ARCHDIOCE SE OF DUBUQUE IOWA
Tax-exempt · DUBUQUE, IA 52003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $4,940,313 | $5,043,142 | -$102,829 | $19,173,077 | $1,585,491 | $17,587,586 |
| October 31, 2024 | 990 | $4,854,873 | $4,308,927 | $545,946 | $18,367,072 | $1,837,468 | $16,529,604 |
| October 31, 2023 | 990 | $4,473,485 | $4,096,152 | $377,333 | $14,537,110 | $1,473,553 | $13,063,557 |
| October 31, 2021 | 990 | $3,383,407 | $3,166,222 | $217,185 | $13,506,604 | $261,407 | $13,245,197 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $2,679,675
- of which government grants
- $178,275
- Program service revenue
- $2,207,614
- Investment income
- $53,024
- Net gain from sales of assets
- -$1,671
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $449,961
- Compensation of officers, directors and key employees
- $143,864
- Other salaries and wages
- $2,370,714
- Salaries, compensation and benefits (total)
- $2,959,753
- Professional fundraising fees
- $0
- Legal fees
- $9,654
- Accounting fees
- $27,511
- Occupancy
- $673,175
- Travel
- $58,772
- Depreciation
- $245,284
- Program services (functional)
- $4,885,229
- Management and general (functional)
- $124,867
- Fundraising (functional)
- $33,046
Balance sheet and other
- Total assets, start of year
- $18,367,072
- Total assets, end of year
- $19,173,077
- Total liabilities, end of year
- $1,585,491
- Net assets, end of year
- $17,587,586
- Land, buildings and equipment
- $2,446,047
- Net assets without donor restrictions
- $16,259,908
- Net assets with donor restrictions
- $1,327,678
- Gross receipts
- $4,941,984
- Employees
- 39
- Volunteers
- 95
- Year formed
- 1931
- 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 | 3 | $0 | $139,084 | $7,356 |
| Tracy Morrison | Executive Director Officer | 40 | $132,870 | $0 | $6,623 |
| Archbishop Thomas Zinkula | President Trustee or director, Officer | 3 | $0 | $35,306 | $0 |
| Vicar General Thomas Toale | Vice President Trustee or director, Officer | 1 | $0 | $33,766 | $0 |
| Mary Jo Pfeifer Wulf | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Sr Susan O'Connor RSM | Treasurer until Aug Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Jerry Fox | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Paul Lee | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Terry Carpenter | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Gabriela Vega-Bauerly | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| John Freund | Director Trustee or director | 0.5 | $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 | 3 | $0 | $129,313 | $6,758 |
| Tracy Morrison | Executive Director Officer | 40 | $125,347 | $0 | $6,248 |
| Rev Msgr Thomas Toale | Vice President Trustee or director, Officer | 1 | $0 | $32,220 | $0 |
| Archbishop Thomas Zinkula | President Trustee or director, Officer | 3 | $0 | $5,498 | $0 |
| Mary Jo Pfeifer Wulf | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Sr Susan O'Connor RSM | Treasurer Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Ruth Palmer | Director (Until Jun 24) Trustee or director | 0.5 | $0 | $0 | $0 |
| Jerry Fox | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Paul Lee | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Terry Carpenter | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Gabriela Vega-Bauerly | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| John Freund | Director Trustee or director | 0.5 | $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 2/15/23) Officer | 3 | $0 | $159,312 | $7,906 |
| Tracy Morrison | Executive Director Officer | 40 | $114,398 | $0 | $5,703 |
| Archbishop Michael Jackels | President (Until 4/4/23) Trustee or director, Officer | 3 | $0 | $28,020 | $0 |
| Rev Msgr Thomas Toale | Vice President Trustee or director, Officer | 1 | $0 | $28,020 | $0 |
| Archbishop Thomas Zinkula | President (Beg 10/18/23) Trustee or director, Officer | 3 | $0 | $0 | $0 |
| Bishop Richard Pates | President (Until 10/17/23) Trustee or director, Officer | 3 | $0 | $0 | $0 |
| Mary Jo Pfeifer Wulf | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Sr Susan O'Connor RSM | Treasurer Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| Ruth Palmer | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Jerry Fox | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Gabriela Vega-Bauerly | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| John Freund | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Paul Lee | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Terry Carpenter | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Brian Harris | Finance Officer (Beg 2/15/23) Officer | 3 | $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 | $105,188 | $0 | $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 | 0.5 | $0 | $0 | $0 |
| Judy Wolf | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Ruth Palmer | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Jerry Fox | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Gabriela Vega-Bauerly | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| Marty Doerning | Director Trustee or director | 0.5 | $0 | $0 | $0 |
| John Freund | Director Trustee or director | 0.5 | $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
Our mission is to reduce poverty, strengthen families and empower communities in the 30 most northeast counties of Iowa.
Program accomplishments
- 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.Expenses $1,681,382 · revenue $1,634,682
- 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.Expenses $1,318,744 · grants $37,249
- 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.Expenses $982,368 · revenue $559,403
- 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.Expenses $902,735 · grants $412,712 · revenue $13,529
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 |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 42-0680493
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Exempt since
- 1946
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $19,173,077
- Income (IRS master file)
- $4,941,984
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $4,940,313 | $5,043,142 | $19,173,077 | XML |
| 990 | October 2024 | $4,854,873 | $4,308,927 | $18,367,072 | XML |
| 990 | October 2023 | $4,473,485 | $4,096,152 | $14,537,110 | XML |
| 990 | October 2022 | $4,260,707 | $3,754,537 | $13,902,176 | IRS |
| 990 | October 2021 | $3,383,407 | $3,166,222 | $13,506,604 | 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 42-0680493).
Questions about CATHOLIC CHARITIES OF THE ARCHDIOCE SE OF DUBUQUE IOWA
- What is the EIN of CATHOLIC CHARITIES OF THE ARCHDIOCE SE OF DUBUQUE IOWA?
- The employer identification number (EIN) of CATHOLIC CHARITIES OF THE ARCHDIOCE SE OF DUBUQUE IOWA is 42-0680493.
- Is CATHOLIC CHARITIES OF THE ARCHDIOCE SE OF DUBUQUE IOWA 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 ARCHDIOCE SE OF DUBUQUE IOWA 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 ARCHDIOCE SE OF DUBUQUE IOWA 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 OF THE ARCHDIOCE SE OF DUBUQUE IOWA 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 OF THE ARCHDIOCE SE OF DUBUQUE IOWA?
- The 990 for the year ended October 31, 2025 names Tracy Morrison.
- Who are the officers and directors of CATHOLIC CHARITIES OF THE ARCHDIOCE SE OF DUBUQUE IOWA?
- The 990 for the year ended October 31, 2025 lists 11 people; 1 received compensation from the organization.
- How much revenue does CATHOLIC CHARITIES OF THE ARCHDIOCE SE OF DUBUQUE IOWA have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $4,940,313, expenses of $5,043,142 and total assets of $19,173,077 at year end.
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