2022-10-28T11:59:14-07:00 2021-12-31 990 2021-01-01 750808769 CATHOLIC CHARITIES DIOCESE OF FORT WORTH CATH 8175340814 249 West Thornhill Drive Fort Worth TX 76115 Joshua Audi VP Administration/CFO 8175340814 2022-10-26 1 11 1 AAL2 2021 2022-09-23 18:48:47Z CATHOLIC CHARITIES FORT WORTH Fr Anthony Chandler 249 W Thornhill Drive Fort Worth TX 76115 43894195 0 0928 X www.CatholicCharitiesFortWorth.org X 1971 TX To provide service to those in need, to advocate compassion and justice in the structure of society, and to call all people of good will to do the same. 17 17 369 315 -201566 0 24649444 35041129 5112360 2859660 313630 2657301 2339591 2763413 32415025 43321503 11881946 12722386 0 0 17110775 16965763 0 0 2166446 5608680 4555421 34601401 34243570 -2186376 9077933 33220571 39658152 6506642 3866290 26713929 35791862 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. 0 0 9466523 11244721 7586759 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 Housing and Human Services to the 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. The Texas Office of Refugees began transitioning into its expanded role during the Summer and Fall of 2021. 7871512 5099510 2172676 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 response with COVID-19 and weather related disasters. 3960201 0 3686262 SOCIAL ENTERPRISE - The goal of our Catholic Charities social enterprises is to provide key services needed 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 those critical services for the community while our dental clinic addresses the dental needs of low income, uninsured, individuals and families. 9295215 2962951 0 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. VETERAN SERVICES - Veteran Services promotes stable housing among low-income veterans and their families who are at risk of or are currently homeless. Licensed professionals provide high quality mental health services for veterans and their families to help with life's challenges. 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. REFUGEE SERVICES -These services encourage early economic self-sufficiency by incorporating employment services, case management, financial assistance, language training, and community involvement to secure employment and preclude accessing public cash assistance. These services offer employment training and coaching and placement services for refugees, asylees, Special Immigrant Visas (SIVs), victims of trafficking, refugees from Afghanistan, and Cuban parolees. 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. 9295215 2962951 0 30593451 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 228 0 1 369 1 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Josh Audi 8174133907 249 West Thornhill Drive Fort Worth TX 76115 Michael Iglio Chief Operating Officer 40 0 X 170027 0 25181 Debra McNamara Board Chair starting Sept 2021 and Interim CEO through Aug 2021 2 0 X X 169464 0 336 Josh Audi VP Administration/CFO 40 0 X 148776 0 15962 Ronna Huckaby Chief Services Officer 40 0 X 143166 0 16538 Kristy Brown Director of Advancement 40 0 X 116320 0 18511 Susan Vinson Director 40 0 X 106032 0 13353 Todd Beard Head of Social Enterprises 40 0 X 105439 0 11055 Monica Quiroz Director of Accounting 40 0 X 101398 0 13229 Alan Martin Director of Finance 40 0 X 104275 0 6624 Christopher Plumlee President/CEO starting Sept 2021 40 0 X 74801 0 1178 Murphy Markham Vice Chair 2 0 X X 0 0 0 Donna Springer Past Chair 2 0 X X 0 0 0 Tom Rein Treasurer and Finance Committee Chair 2 0 X X 0 0 0 Butch Bercher Secretary 2 0 X X 0 0 0 Caroline Cooley Board Member 2 0 X 0 0 0 Beth Kwasney Board Member 2 0 X 0 0 0 Fr Jack McKone Board Member 2 0 X 0 0 0 Melissa Rankin Board Member 2 0 X 0 0 0 Alison Rix Board Member 2 0 X 0 0 0 Jane Schoomaker Board Member 2 0 X 0 0 0 Pat Svacina Board Member 2 0 X 0 0 0 George Tamer Board Member 2 0 X 0 0 0 Jim Wilkes Board Member 2 0 X 0 0 0 James Meintjes Board Member 2 0 X 0 0 0 Aaron Munoz Board Member 2 0 X 0 0 0 Sunnie Sellers Board Member 2 0 X 0 0 0 1239698 0 121967 9 0 1 0 Avalon Sri Sal Amrit Hotels LLC La Quinta Greenway 5 Camden Court Sugarland TX 77479 Emergency housing 306220 Ladera Palms 4500 Investors 4500 Campus Drive Fort Worth TX 76119 Client rental assistance 217089 Maintenance of Fort Worth Inc 4100 International Plaza Suite 525 Fort Worth TX 76109 Custodial services 135725 Bob Parra's Mid Cities Transmission Inc 209 W Airport Freeway Euless TX 76040 Vehicle repairs 115260 Open Integration Consulting Inc PO Box 136877 Fort Worth TX 76136 Technology consulting services 103315 5 376281 0 0 0 17246504 17418344 0 35041129 2859660 2859660 0 0 2859660 337352 0 368437 0 -31085 0 -31085 -31085 0 0 0 2861556 0 204255 0 2657301 2657301 2657301 0 0 0 Flow-thru entity income 900099 2407509 2609075 -201566 0 Management fees 900099 261600 261600 0 0 Investment income 900099 81653 81653 0 0 43736 43736 0 0 2794498 43321503 8481940 -201566 0 7586759 7586759 5135627 5135627 0 0 0 0 794263 230293 501138 62832 0 0 0 0 13065211 9657351 2154491 1253369 400628 336413 2056 62159 1616709 1327061 173485 116163 1088952 795520 191091 102341 0 0 0 0 25130 19445 5685 0 59560 0 59560 0 0 0 0 0 0 0 0 0 0 0 2139093 1616816 340518 181759 7100 0 7100 0 483544 335124 63948 84472 0 0 0 0 0 0 0 0 319498 231070 62715 25713 479025 454659 16213 8153 0 0 0 0 13424 8729 2880 1815 224 137 87 0 0 0 0 0 361084 291280 50952 18852 127245 98700 17307 11238 Repairs and maintenance 431955 302603 102104 27248 Membership dues 52402 5917 33631 12854 Bad debt expense 34367 34367 0 0 21770 2125580 -2301288 197478 34243570 30593451 1483673 2166446 1871032 8606766 1396506 780391 359606 42202 4109710 2931182 0 0 0 125000 0 99514 145940 18440741 8080560 10909472 10360181 14474731 16666490 33220571 39658152 3051806 3296017 416187 552324 3020700 0 17949 17949 6506642 3866290 X 25071369 34977318 1642560 814544 26713929 35791862 33220571 39658152 9077933 X 0 1 X 1 1 1 X 35705089 23985216 22101201 24649444 35041129 141482079 35705089 23985216 22101201 24649444 35041129 141482079 10060000 131422079 13554 122836 294099 119733 32103 582325 0 0 0 0 0 0 46309 20576 32323 11468 43736 154412 142218816 29705585 0.92408 0.99446 X Schedule A, Part II, Line 10 Miscellaneous other income - $43,736 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13777073 921466 1837327 20000 0 149718 16366148 11869797 1429426 1336240 795517 0 62873 13777073 10406012 79552 2103556 701140 0 18183 11869797 10783445 766853 -655401 477473 0 11412 10406012 3836305 6322453 637047 0 0 12360 10783445 0.6069 0.3784 0.0147 0 1 1 0 281758 281758 0 13652021 3843487 9808534 0 0 0 0 0 1197748 1001876 195872 0 3309214 3235197 74017 10360181 Interest in Net Assets of Endowment 16366148 Ownership interest in Privately held companies 300342 16666490 0 Security deposits held for rental property 17949 17949 X 43699701 0 9761 0 368437 378198 43321503 0 0 0 43321503 34621768 9761 0 0 368437 378198 34243570 0 0 0 34243570 Schedule D, Part V, Line 4 To acquire, hold, manage, distribute, and administer investment funds 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. 1 Catholic Charities of Dallas 9461 LBJ Freeway Suite 128 Dallas TX 75243 752745221 501(c)(3) 1953683 0 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. International Rescue Commitee 122 East 42nd Street New York NY 10168 135660870 501(c)(3) 880978 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) 724956 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) 2545669 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) 142969 0 To provide Refugee Social Services to eligible refugee clients. Mosaic Family Services 12225 Greenville Avenue Dallas TX 75243 752484565 501(c)(3) 642899 0 To provide Refugee Social Services to eligible refugee clients. Recovery Resource Council 2700 Airport Freeway Fort Worth TX 76111 756005093 501(c)(3) 695605 0 To promote housing stability among very low income veterans and their families who are at risk of or are currently homeless. 7 0 Childcare 27 17492 0 Education / Training 522 720524 0 Food 473 65312 0 Household Goods 368 151836 0 Housing 2146 2587048 0 Legal Document Assistance 27 5788 0 Medical 166 136582 0 School or Work Clothing 25 6363 0 Stipend Living Expenses 359 618891 0 Transportation 211 113873 0 Utilities 1942 711917 0 Schedule I, Part I, Line 2 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. X X X X 0 0 0 0 0 0 0 0 0 Michael Iglio Chief Operating Officer 170027 0 0 0 0 0 10950 0 14232 0 195209 0 0 0 Debra McNamara Board Chair starting Sept 2021 and Interim CEO through Aug 2021 169464 0 0 0 0 0 0 0 336 0 169800 0 0 0 Josh Audi VP Administration/CFO 148776 0 0 0 0 0 9117 0 6845 0 164738 0 0 0 Ronna Huckaby Chief Services Officer 143166 0 0 0 0 0 8780 0 7758 0 159704 0 0 0 Dana Springer Daughter of Donna Springer, Past-Chair 96386 Compensations for services rendered as Senior Director of Special Projects 0 0 0 1 Schedule M, Part I, Line 32b Catholic Charities Fort Worth uses a third party to process vehicle donations for vehicles that are unable to be given to clients. 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 and 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. 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 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Catholic Charities Diocese of Fort Worth Endowment Inc p 143200 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 20000 Cash grant received from Catholic Charities, Diocese of Fort Worth Endowment, Inc.