CATHOLIC CHARITIES DIOCESE OF FORT WORTH: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC CHARITIES DIOCESE OF FORT WORTH (EIN 75-0808769)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349312367
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T08:49:37-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J Alan Martin CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 809 Shady Bend Drive | AddressLine1Txt |
| City | Kennedale | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750808769 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC CHARITIES DIOCESE OF FORT WORTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 8175340814 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 249 West Thornhill Drive | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joshua Audi | PersonNm |
| Person Title | VP Administration/CFO | PersonTitleTxt |
| Phone | 8175340814 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James Alan Martin | PreparerPersonNm |
| PTIN | P00546866 | PTIN |
| Phone | 8173196030 | PhoneNum |
| Preparation | 2024-09-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC CHARITIES FORT WORTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Michael Iglio | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 249 W Thornhill Drive | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $289,471,107 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.CatholicCharitiesFortWorth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To provide service to those in need, to advocate compassion and justice in the structures of society, and to call all people of good will to do the same. Our vision is ending poverty, one family at a time. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 420 | TotalEmployeeCnt |
| Total Volunteers | 438 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $138,404,670 | PYContributionsGrantsAmt |
| CY Contributions Grants | $282,131,159 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,437,712 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,573,347 | CYProgramServiceRevenueAmt |
| PY Investment Income | $295,094 | PYInvestmentIncomeAmt |
| CY Investment Income | $33,540 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,898,874 | PYOtherRevenueAmt |
| CY Other Revenue | $3,290,709 | CYOtherRevenueAmt |
| PY Total Revenue | $140,238,602 | PYTotalRevenueAmt |
| CY Total Revenue | $289,028,755 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $118,853,063 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $216,570,552 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,394,393 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,790,370 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,926,231 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,581,926 | PYOtherExpensesAmt |
| CY Other Expenses | $46,323,790 | CYOtherExpensesAmt |
| PY Total Expenses | $146,829,382 | PYTotalExpensesAmt |
| CY Total Expenses | $284,684,712 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,590,780 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,344,043 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,487,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,149,988 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,434,319 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,406,092 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,052,775 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,743,896 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide services to those in need, to advocate compassion and justice in the structures of society, and to call all people of good will to do the same. Our vision is ending poverty, one family at a time. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $239,183,448 | ExpenseAmt |
| Grant | $194,931,637 | GrantAmt |
| Revenue | $239,183,331 | RevenueAmt |
| Desc | TEXAS OFFICE FOR REFUGEES - Catholic Charities has served as leader of the North Texas Region since 2017, coordinating the activities of all sub-recipients in the region that provide services to refugees, and disbursing funding from the Office of Refugee Resettlement (ORR) of the U.S. Department of Health and Human Services to our sub-recipients. During 2021, Catholic Charities was selected to serve as the leader for the entire state of Texas, coordinating the activities of all sub-recipients in the state that provide services to refugees, and dispensing funding from ORR. Ther Texas Office for Refugees began transitioning into its expanded role during the Fall of 2021 and was fully operational in 2022 and 2023. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,919,893 | ExpenseAmt |
| Grant | $19,716,939 | GrantAmt |
| Revenue | $26,361,711 | RevenueAmt |
| Desc | REFUGEE SERVICES - Provides short-term assistance to eligible new arrivals, as well as case management services, cultural orientation, English as a Foreign Language classes, job readiness and employment services. All these services are designed to facilitate refugees' successful transition in the U.S. and help them to attain self-sufficiency. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,563,184 | ExpenseAmt |
| Grant | $899,347 | GrantAmt |
| Revenue | $2,098,359 | RevenueAmt |
| Desc | FINANCIAL STABILIZATION SERVICES - These programs provide compassionate services by performing an initial needs assessment of a client and linking them to the appropriate Catholic Charities program or other community resources. Some activities include intensive case management, which addresses the needs of the whole person, not based off of funding parameters but by working to build and grow the strengths of each individual. Emergency rental, utility, and other assistance are available to Tarrant County residents and residents of surrounding counties in the Diocese. Disaster response services are also included, which equip staff to respond to and assist in disaster response situations, such as our responses with COVID-19 and weather-related disasters. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,901,934 | ExpenseAmt |
| Grant | $1,022,629 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | WORKFORCE AND EDUCATION SERVICES - Several programs provide individuals with the resources and opportunities needed to obtain a living wage employment, including educational opportunities in targeted industries, and job placement services. Comprehensive support services are provided to low income students with the goal of helping them persist in school and obtain their degree. Services are targeted at helping students overcome obstacles outside of the classroom which might otherwise result in the student having to drop out of college. FAMILY SERVICES - These programs are designed to support the structure of a healthy family by offering free health assessments, pregnancy through early childhood education, and other support to strengthen families. MENTAL & HEALTH SERVICES -Licensed professionals provide high quality mental health services for children, adolescents, adults, couples, and families to help with life's challenges. Financial assistance is available to assist with the cost of both mental and physical health services. Counseling and health services are provided on-site and at several parishes in the diocese. SOCIAL ENTERPRISES - The goal of Catholic Charities social enterprises is to provide key services need by the community while generating a surplus for Catholic Charities to grow services in other areas. Our social enterprises of Transportation and Immigration services provide these critical services for the community while our dental clinic address the dental needs of low income, uninsured, individuals and families. SUPPORTIVE PROGRAMS - Several programs provide oversight and strategic planning for operation of Catholic Charities, along with support to programs by ensuring that in-kind donation and volunteer needs are met by donors. They also work with diocesan parishes on their disaster planning and preparedness and to strengthen the relationship between Catholic Charities and the parishes throughout the Diocese. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,901,934 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,022,629 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $278,568,459 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 364 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 420 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Josh Audi | PersonNm |
| Phone | 8174133907 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 249 West Thornhill Drive | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76115 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Michael Iglio | |||||||||
| President/CEO (partial year) | 40 | 0 | Yes (X) | $214,754 | $0 | $31,571 | |||
| Christopher Plumlee | |||||||||
| Former President/CEO | 0 | 0 | $196,667 | $0 | $0 | Yes (X) | |||
| Josh Audi | |||||||||
| VP Administration/CFO | 40 | 0 | Yes (X) | $162,074 | $0 | $18,288 | |||
| Kristy Brown | |||||||||
| Director of Advancement | 40 | 0 | $129,076 | $0 | $19,207 | Yes (X) | |||
| Ronna Huckaby | |||||||||
| Chief Services Officer (partial year) | 40 | 0 | Yes (X) | $129,901 | $0 | $13,927 | |||
| Jeff Demers | |||||||||
| Director of TXOR | 40 | 0 | $110,046 | $0 | $23,357 | Yes (X) | |||
| Ramona A Taylor | |||||||||
| Dentist | 40 | 0 | $106,827 | $0 | $23,217 | Yes (X) | |||
| Michael Reilly | |||||||||
| Director of Social Enterprises | 40 | 0 | $109,006 | $0 | $17,888 | Yes (X) | |||
| Fr Anthony Chandler | |||||||||
| President/CEO (partial year) | 40 | 0 | Yes (X) | $120,428 | $0 | $3,483 | |||
| Susan Vinson | |||||||||
| Director | 40 | 0 | $108,499 | $0 | $13,056 | Yes (X) | |||
| Peter Hicks | |||||||||
| Chief Operating Officer (partial year) | 40 | 0 | Yes (X) | $89,061 | $0 | $12,097 | |||
| Deb McNamara | |||||||||
| Past Board Chair | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Butch Bercher | |||||||||
| Secretary | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Caroline Cooley | |||||||||
| Treasurer & Finance Committee Chair | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Aaron Munoz | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Al Lobo | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Austin Barr | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Barbara Merkle | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Beth Kwasney | |||||||||
| Vice Chair | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Breda Shelton | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Fr Jack McKone | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| James Meintjes | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Jane Schoomaker | |||||||||
| Board Member (partial year) | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Mari Gonzalez | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Melissa Rankin | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Pat Svacina | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Steve McCans | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Sunnie Sellers | |||||||||
| Board Member | 2 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Victoria Nelson | |||||||||
| Board Member | 2 | 0 | $0 | $0 | $0 | Yes (X) | |||
| Allison Rix | |||||||||
| Board Chair | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,476,339 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $176,091 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Cherokee Nation System Solutions LLC | ||||||
| 777 W Cherokee Street | Catoosa | OK | 74015 | Statewide case management services | $31,559,513 | |
| Post Monarch LLC | ||||||
| Ladera Palms Apartments | Fort Worth | TX | 76119 | Client rental assistance | $509,109 | 4500 Campus Drive |
| Wipfli LLP | ||||||
| 10000 W Innovation Drive | Milwaukee | WI | 53226 | Grant Management consulting | $329,140 | Suite 250 |
| Afghan Village LLC | ||||||
| 6413 Hillcroft Street | Houston | TX | 77081 | Emergency food for refugees | $305,259 | |
| Translation and Interpretation Network Inc | ||||||
| 249 W Thornhill Drive | Fort Worth | TX | 76115 | Interpretation services | $242,902 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $170,660 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $270,953,075 | GovernmentGrantsAmt |
| All Other Contributions | $11,007,424 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $282,131,159 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,573,347 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,573,347 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,573,347 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $366,977 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $351,049 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,928 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,928 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,928 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $124,843 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $91,303 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $33,540 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,540 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Flow through entity gain | 900099 | $3,228,984 | $3,228,984 | $0 | $0 |
| Investment revenue | 900099 | $110,751 | $110,751 | $0 | $0 |
| Investment gains/(losses) | 900099 | -$65,012 | -$65,012 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,274,781 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $289,028,755 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,897,596 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,931,637 | TotalAmt |
| Program Services | $194,931,637 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,638,915 | TotalAmt |
| Program Services | $21,638,915 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,002,169 | TotalAmt |
| Program Services | $203,735 | ProgramServicesAmt |
| Management And General | $738,527 | ManagementAndGeneralAmt |
| Fundraising | $59,907 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,949,847 | TotalAmt |
| Program Services | $13,486,494 | ProgramServicesAmt |
| Management And General | $2,197,693 | ManagementAndGeneralAmt |
| Fundraising | $1,265,660 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,577 | TotalAmt |
| Program Services | $534,530 | ProgramServicesAmt |
| Management And General | $34,420 | ManagementAndGeneralAmt |
| Fundraising | $59,627 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,847,847 | TotalAmt |
| Program Services | $1,549,494 | ProgramServicesAmt |
| Management And General | $197,931 | ManagementAndGeneralAmt |
| Fundraising | $100,422 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,361,930 | TotalAmt |
| Program Services | $1,076,061 | ProgramServicesAmt |
| Management And General | $186,308 | ManagementAndGeneralAmt |
| Fundraising | $99,561 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,543 | TotalAmt |
| Program Services | $50,367 | ProgramServicesAmt |
| Management And General | $4,176 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,390 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $66,390 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,944,772 | TotalAmt |
| Program Services | $41,544,700 | ProgramServicesAmt |
| Management And General | $283,398 | ManagementAndGeneralAmt |
| Fundraising | $116,674 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,113 | TotalAmt |
| Program Services | $6,823 | ProgramServicesAmt |
| Management And General | $3,978 | ManagementAndGeneralAmt |
| Fundraising | $14,312 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,502 | TotalAmt |
| Program Services | $503,384 | ProgramServicesAmt |
| Management And General | $51,169 | ManagementAndGeneralAmt |
| Fundraising | $103,949 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $905,584 | TotalAmt |
| Program Services | $804,341 | ProgramServicesAmt |
| Management And General | $72,210 | ManagementAndGeneralAmt |
| Fundraising | $29,033 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $702,940 | TotalAmt |
| Program Services | $663,171 | ProgramServicesAmt |
| Management And General | $23,834 | ManagementAndGeneralAmt |
| Fundraising | $15,935 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,548 | TotalAmt |
| Program Services | $9,928 | ProgramServicesAmt |
| Management And General | $3,069 | ManagementAndGeneralAmt |
| Fundraising | $1,551 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,382 | TotalAmt |
| Program Services | $378,027 | ProgramServicesAmt |
| Management And General | $46,731 | ManagementAndGeneralAmt |
| Fundraising | $13,624 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,403 | TotalAmt |
| Program Services | $134,278 | ProgramServicesAmt |
| Management And General | $5,916 | ManagementAndGeneralAmt |
| Fundraising | $6,209 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Repairs and maintenance | $411,142 | $289,274 | $113,845 | $8,023 |
| Membership dues | $57,143 | $16,130 | $38,142 | $2,871 |
| Subscriptions and publications | $879,072 | $727,943 | $122,256 | $28,873 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,256 | TotalAmt |
| Program Services | $19,227 | ProgramServicesAmt |
| Management And General | $29 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,684,712 | TotalAmt |
| Program Services | $278,568,459 | ProgramServicesAmt |
| Management And General | $4,190,022 | ManagementAndGeneralAmt |
| Fundraising | $1,926,231 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,567,943 | BOYAmt |
| EOY | $3,119,779 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,688 | BOYAmt |
| EOY | $170,780 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,962 | BOYAmt |
| EOY | $239,969 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,443,284 | BOYAmt |
| EOY | $40,115,376 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,333 | BOYAmt |
| EOY | $83,333 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,317 | BOYAmt |
| EOY | $289,800 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,334,770 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,495,057 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,308,804 | BOYAmt |
| EOY | $9,839,713 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,238,035 | BOYAmt |
| EOY | $2,505,216 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,625,728 | BOYAmt |
| EOY | $16,786,022 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,487,094 | BOYAmt |
| EOY | $73,149,988 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,905,355 | BOYAmt |
| EOY | $38,232,508 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $515,334 | BOYAmt |
| EOY | $501,491 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,630 | BOYAmt |
| EOY | $672,093 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,434,319 | BOYAmt |
| EOY | $39,406,092 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,806,490 | BOYAmt |
| EOY | $32,831,445 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,285 | BOYAmt |
| EOY | $912,451 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,052,775 | BOYAmt |
| EOY | $33,743,896 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,487,094 | BOYAmt |
| EOY | $73,149,988 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,344,043 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $347,078 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,101,201 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,649,444 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,041,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $138,404,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $282,131,159 | CurrentTaxYearAmt |
| Total | $502,327,603 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,101,201 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,649,444 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,041,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $138,404,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $282,131,159 | CurrentTaxYearAmt |
| Total | $502,327,603 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $502,327,603 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $294,099 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,926 | CurrentTaxYearAmt |
| Total | $619,406 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,323 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,468 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,872 | CurrentTaxYearAmt |
| Total | $140,398 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $503,087,407 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $22,620,034 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99849 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Credit card rewards and miscellaneous other income | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,415,922 | BeginningYearBalanceAmt |
| Contributions | $766,103 | ContributionsAmt |
| Investment Earnings Or Losses | $2,665,731 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $612,016 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $202,850 | AdministrativeExpensesAmt |
| End Year Balance | $16,032,890 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,366,148 | BeginningYearBalanceAmt |
| Contributions | $166,370 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,557,375 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $482,306 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $76,915 | AdministrativeExpensesAmt |
| End Year Balance | $13,415,922 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,777,073 | BeginningYearBalanceAmt |
| Contributions | $921,466 | ContributionsAmt |
| Investment Earnings Or Losses | $1,837,327 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $149,718 | AdministrativeExpensesAmt |
| End Year Balance | $16,366,148 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,870,771 | BeginningYearBalanceAmt |
| Contributions | $1,428,426 | ContributionsAmt |
| Investment Earnings Or Losses | $1,336,240 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $795,517 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $62,847 | AdministrativeExpensesAmt |
| End Year Balance | $13,777,073 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,407,012 | BeginningYearBalanceAmt |
| Contributions | $79,552 | ContributionsAmt |
| Investment Earnings Or Losses | $2,103,530 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $701,140 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $18,183 | AdministrativeExpensesAmt |
| End Year Balance | $11,870,771 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.5131 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.4694 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0175 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $265,758 | OtherCostOrOtherBasisAmt |
| Book Value | $265,758 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $13,349,522 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,465,824 | DepreciationAmt |
| Book Value | $8,883,698 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,263,052 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,048,070 | DepreciationAmt |
| Book Value | $214,982 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,456,438 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,981,163 | DepreciationAmt |
| Book Value | $475,275 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,839,713 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Interest in Net Assets of Endowment | $16,032,890 |
| Ownership interest in Privately Held Company | $209,806 |
| Operating lease right-of-use assets | $543,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,786,022 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Operating lease liabilities | $658,824 |
| Security deposits held for rental property | $13,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $672,093 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $289,734,872 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $347,078 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $7,990 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $351,049 | OtherRevenueAmt |
| Revenue Not Reported | $706,117 | RevenueNotReportedAmt |
| Revenue Subtotal | $289,028,755 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $289,028,755 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $285,043,751 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $7,990 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $351,049 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $359,039 | ExpensesNotReportedAmt |
| Expenses Subtotal | $284,684,712 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $284,684,712 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | To acquire, hold, manage, distribute, and administer investment property for the exclusive benefit and support of Catholic Charities, Diocese of Fort Worth, Inc. |
| Schedule D, Part X, Line 2 | Catholic Charities recognizes in its financial statements the financial effects of a tax position, if that position is more likely than not, of being sustained upon examination, including resolution of any appeals or litigation processes, based upon the technical merits of the position. Tax positions taken by Catholic Charities have been reviewed, and management is of the opinion that material tax positions taken by Catholic Charities would more likely than not be sustained by examination. Accordingly, Catholic Charities has not recorded an income tax liability for uncertain tax positions. |
| Schedule D, Part XI, Line 2d | Expenses related to maintenance of rental real estate, recorded as expenses on audit but netted against rental revenue on Form 990. |
| Schedule D, Part XII, Line 2d | Expenses related to maintenance of rental real estate, recorded as expenses on audit but netted against rental revenue on Form 990. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| International Rescue Committee | |||||||||
| 122 East 42ns Street | New York | NY | 10168 | 135660870 | 501(c)(3) | $52,994,620 | $0 | To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. | |
| Catholic Charities of the Archdiocese of Galveston-Houston | |||||||||
| 2900 Louisiana Street | Houston | TX | 77006 | 741109733 | 501(c)(3) | $36,772,421 | $0 | To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. | |
| Interfaith Ministries for Greater Houston | |||||||||
| 3303 Main Street | Houston | TX | 77002 | 741488102 | 501(c)(3) | $30,106,835 | $0 | To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. | |
| YMCA International Services | |||||||||
| 1331 Augusta Drive | Houston | TX | 77253 | 741109737 | 501(c)(3) | $29,710,963 | $0 | To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. | |
| Alliance for Multicultural Community Services | |||||||||
| 6440 Hillcroft Avenue Suite 431 | Houston | TX | 77081 | 760171217 | 501(c)(3) | $16,837,655 | $0 | To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. | |
| Catholic Charities of Dallas | |||||||||
| 9461 LBJ Freeway Suite 128 | Dallas | TX | 75243 | 752745221 | 501(c)(3) | $8,372,503 | $0 | To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. | |
| Refugee Services of Texas | |||||||||
| 9241 LBJ Freeway Suite 210 | Dallas | TX | 75243 | 751618251 | 501(c)(3) | $8,090,357 | $0 | To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. | |
| World Relief Corp of National Association of Evangelicals | |||||||||
| 7 East Baltimore Street | Baltimore | MD | 21202 | 236393344 | 501(c)(3) | $7,195,487 | $0 | To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. | |
| AETAS | |||||||||
| 6060 Richmond Avenue Suite 180 | Houston | TX | 77057 | 501(c)(3) | $3,242,584 | $0 | To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. | d/b/a Bilingual Education Institute | |
| Mosaic Family Services | |||||||||
| 12225 Greenville Avenue | Dallas | TX | 75243 | 752484565 | 501(c)(3) | $1,469,237 | $0 | To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. | |
| Hmong-American Planning and Development Center | |||||||||
| 2307 Oak Lane Suite 207 | Grand Prairie | TX | 75051 | 752056461 | 501(c)(3) | $138,975 | $0 | To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Housing & household goods, utilities, transportation, food, medical, school or work clothing, childcare, education & training, and qualified living expenses | GrantTypeTxt |
| Recipient | 9461 | RecipientCnt |
| Cash Grant | $21,638,825 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Program policies and procedures are written based on both grant eligibility guidelines and best practices to operate the programs. We monitor both programmatic and fiscal compliance through the program manager and director over each program as well as through the staff accountant and finance manager. Our output and outcome process is reviewed at least monthly through our work plans to ensure successful and compliant execution of program goals. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Christopher Plumlee | ||||||||||||||
| Former President/CEO | $196,667 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $196,667 | $0 | $0 | $0 |
| Michael Iglio | ||||||||||||||
| President/CEO (partial year) | $214,754 | $0 | $0 | $0 | $0 | $0 | $13,604 | $0 | $17,967 | $0 | $246,325 | $0 | $0 | $0 |
| Josh Audi | ||||||||||||||
| VP Administration/CFO | $162,074 | $0 | $0 | $0 | $0 | $0 | $9,917 | $0 | $8,371 | $0 | $180,362 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4 | FormAndLineReferenceDesc |
| Explanation | Christopher Plumlee, former President/CEO, received compensation of $196,667 in 2023 under a separation agreement. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Open Integration Consulting Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Owner of company is spouse of Mari Gonzalez, Board Member | RelationshipDescriptionTxt |
| Transaction | $52,759 | TransactionAmt |
| Transaction | Information technology and network administration support | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | Catholic Charities Fort Worth uses a third party to process vehicle donations for vehicles that are unable to be given to clients. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | There is only one class of Members in Catholic Charities and said Members are all voting members. |
| Form 990, Part VI, Section A, Line 7a | The Members have the power to elect the Directors of Catholic Charities and to fill vacancies on the Board of Directors. |
| Form 990, Part VI, Section A, Line 7b | The Members have all rights, powers and authority allowed or given to the Members by the Texas Non-Profit Corporation Act. In addition to the rights, powers, and authority allowed or given by the Texas Non-Profit Corporation Act, the following powers are reserved exclusively for the Members and no attempted exercise of any such powers by anyone other than the Members shall be valid or of any force or effect whatsoever. 1) To assign assets for the benefit of creditors of Catholic Charities, 2) To confess a judgment against Catholic Charities, 3) To file a bankruptcy for Catholic Charities, 4) To alter, amend, or repeal the Bylaws or the Certificate of Formation of Catholic Charities, or to adopt new Bylaws or a new Certificate of Formation, 5) To merge, consolidate, reorganize, or dissolve Catholic Charities or to approve affiliations of Catholic Charities with any other organization, 6) To sell, lease, exchange, or otherwise dispose of all or substantially all of the assets of Catholic Charities, 7) To accept for Catholic Charities any contributions or gifts to which a condition or a moral obligation is attached, 8) To change or determine the mission and identity of Catholic Charities and to approve long range plans as they relate to the mission and identity of Catholic Charities, 9) To approve the purchase, sale, lease, transfer, encumbrance, construction, or destruction of land and buildings owned by Catholic Charities or in which Catholic Charities has legal or equitable title, 10) To approve public fundraising campaigns in the name of or for the benefit of Catholic Charities, 11) To approve any loan when the total indebtedness of Catholic Charities will exceed three percent (3%) of Catholic Charities' annual income, 12) To change the Registered Agent of Catholic Charities, 13) To participate in the search committee for the President/CEO, and 14) To approve the selection, hiring, hiring and termination of the President/CEO. |
| Form 990, Part VI, Section B, Line 11b | Review of the Form 990 begins at the CEO/President and CFO/VP of Administration level for accuracy of information. The Form 990 is then presented to the Finance Committee of the Board for review and recommendation to the full Board of Directors based on their review of the document. |
| Form 990, Part VI, Section B, Line 12c | Monitoring of conflicts of interest: The Conflict of Interest Policy requires that each new Board Member and employee review the policy and annually disclose any potential conflicts. Additionally, the policy states that information regarding business interests of Board Members, Directors, employees, or family members will be treated as confidential and shall generally be made available only to the Chair of the Board, the President, and any committee appointed to address conflicts of interest, except to the extent additional disclosure is necessary in connection with the implementation of this policy. |
| Form 990, Part VI, Section B, Line 15 | The President/CEO's salary and benefits are approved at the Board of Director's level which is spelled out in Article X - 10 9 under the Executive Committee Responsibilities in the Agency Bylaws. The Executive Committee is responsible for completing a yearly performance evaluation based on the President/CEO's job description and other excellence plan items established at the beginning of each performance evaluation period. The Executive Committee is then responsible for making a recommendation to the full Board of Directors for salary and fringe increases for the President/CEO. The salary and fringe recommendations are based on performance and industry survey guidelines for similar Executive Director positions in the social service non-profit sector. Various non-profit surveys are used to evaluate this. Other management executives are evaluated on a similar process but at the President/CEO level. The President/CEO is responsible for completing a yearly performance evaluation of the VP's on the management team based on their job descriptions and other excellence plan items established at the beginning of each performance evaluation period. The President/CEO is then responsible for making sure the Agency budget will cover the recommended raises. Salary range levels are established for each level of the organization through an Agency pay grade system. The Board of Directors are responsible for the approval of the budget for the Agency, which would include these raises. |
| Form 990, Part VI, Section C, Line 19 | Catholic Charities, Diocese of Fort Worth, Inc makes the Agency Financial Statements and Form 990 available through GUIDESTAR.ORG each year after completion of the audit. These items, plus the governing documents and conflict of interest policies, are made available for review at the 249 W Thornhill Drive, Fort Worth, TX 76115 location during normal business hours of the Agency. |
| Form 990, Part IX, Line 11g | Fees for Services-Other is primarily composed of: Case Management Services ($41,170,140), Grant Management Services ($339,611), Translation and Interpretation Services ($247,031), Data Processing Services ($121,971), Medical and Dental Services ($42,522) and Miscellaneous ($23,496). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Catholic Charities Diocese of Fort Worth Endowment Inc | ||||||||||
| PO Box 15610 | Fort Worth | TX | 76119 | 454094964 | Endowment Organization | TX | 501(c)(3) | Line 7 | N/A | 0 |
| Catholic Diocese of Fort Worth | ||||||||||
| 800 West Loop 820 South | Fort Worth | TX | 76108 | 237052369 | Church | TX | 501(c)(3) | Line 1 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Catholic Charities Diocese of Fort Worth Endowment Inc | ||
| p | $86,135 | Reimbursement for direct expenses related to fundraising activities on behalf of the Catholic Charities, Diocese of Fort Worth Endowment, Inc. |
| Catholic Charities Diocese of Fort Worth Endowment Inc | ||
| c | $612,016 | Distribution in the form of a cash grant received from Catholic Charities, Diocese of Fort Worth, Inc. |