2022-11-14T14:18:54-06:00 2021-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2021-01-01 470376612 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA INC CATH 4025540520 9223 BEDFORD AVENUE OMAHA NE 68134 DENISE BARTELS EXECUTIVE DIRECTOR 4025540520 2022-11-10 1 DENISE BARTELS 999009999 MEGAN L KOZIOL CPA P01544037 4023302660 2022-11-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X DENISE BARTELS 9223 BEDFORD AVENUE OMAHA NE 68134 7235655 0 0928 X WWW.CCOMAHA.ORG X 1926 NE IN RESPONSE TO GOD'S CALL TO LOVE OUR NEIGHBOR, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA ENABLES THE WORKS OF MERCY TO BE RECEIVED AND LIVED. 13 12 85 1476 0 0 5029465 5906395 1237755 1309458 -2660243 8602 177737 -18482 3784714 7205973 1873474 2696217 0 0 3456790 3425043 0 23500 738939 1683302 1735496 7013566 7880256 -3228852 -674283 5082219 3736379 1081432 403670 4000787 3332709 X IN RESPONSE TO GOD'S CALL TO LOVE OUR NEIGHBOR, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA ENABLES THE WORKS OF MERCY TO BE RECEIVED AND LIVED. 0 0 4743812 2684835 578697 COMMUNITY SUPPORT - COMMUNITY-BASED SERVICES TO THE POOR, INCLUDING EMERGENCY FOOD PANTRIES AND EMPOWERMENT PROGRAMS: CATHOLIC CHARITIES' COMMUNITY-BASED SERVICES PROVIDE EMERGENCY FOOD ASSISTANCE (FOOD PANTRIES) IN NORTH AND SOUTH OMAHA, MOBILE FOOD PANTRIES WITH DISTRIBUTIONS WITHIN OMAHA AND OTHER LOCATIONS. FAMILY ENRICHMENT PROGRAMS HELP FAMILIES IDENTIFY SHORT TERM GOALS THAT HAVE AN IMMEDIATE IMPACT ON THE QUALITY OF THEIR LIVES AS WELL AS PROVIDE WORKSHOPS AND FORUMS THAT PROVIDE THEM WITH THE SKILLS AND INFORMATION TO ACHIEVE THEIR GOALS. OUR SENIOR SERVICES OFFER EDUCATIONAL, FINANCIAL, COMMUNITY AND SOCIAL ACTIVITIES FOR OUR OLDER ADULTS. THE CHRISTMAS PROGRAM COORDINATES AN ADOPT-A-FAMILY PROGRAM TO PROVIDE FOOD AND GIFTS TO LOW-INCOME FAMILIES. OUR PRE-SCHOOL OFFERS EDUCATION AND CHILDCARE FOR CHILDREN AGES 3-5, MONDAY THRU FRIDAY, 6 A.M. TO 6 P.M. OUR MICROBUSINESS PROGRAM PROVIDES EDUCATION AND TRAINING FOR INDIVIDUALS IN THE NORTH AND SOUTH OMAHA COMMUNITY WHO WOULD LIKE TO START THEIR OWN BUSINESS. IMMIGRATION LEGAL ASSISTANCE SERVICES HELP CLIENTS WITH FILING OUT USCIS FORMS, PROVIDES LEGAL CONSULTATIONS IN WHICH WE EVALUATE CLIENTS' IMMIGRATION LEGAL OPTIONS, ADVISE THEM HOW TO PROCEED AND REPRESENT THEM THROUGHOUT THE LEGAL PROCESS. SERVICES INCLUDE: CONSULTATIONS, TRANSLATION, CHANGE OF ADDRESS, GREEN CARD RENEWALS, FAMILY-BASED PETITIONS, ADJUSTMENT OF STATUS, NATURALIZATION APPLICATIONS AND VAWA AND U-VISA APPLICATIONS. 724752 11382 33314 DOMESTIC VIOLENCE - EMERGENCY SHELTER FOR WOMEN AND CHILDREN, EDUCATION AND AFTERCARE PROGRAMS: CATHOLIC CHARITIES PROVIDES A SHELTER FOR WOMEN AND CHILDREN THAT IS A SAFE AND SECURE PLACE TO STAY. IT PROVIDES BATTERED WOMEN AND THEIR CHILDREN WITH THE PROTECTION, CARE AND THE SUPPORT THAT THEY NEED TO REGAIN CONTROL AND MAKE DECISIONS OVER THEIR OWN LIVES AND THEIR FUTURES. MOTHERS AND CHILDREN ARE BROUGHT CLOSER TOGETHER THROUGH A PARENTING PROGRAM. YOUNGER CHILDREN BENEFIT FROM THE SHELTER'S LEARNING CENTER, A PROGRAM OF BENEFICIAL PLAY AND ACTIVITIES DESIGNED TO DEVELOP SKILLS AND SELF-ESTEEM. THEY RECEIVE INDIVIDUAL AND GROUP SUPPORT DURING THEIR STAY AT THE SHELTER. THE SHELTER PROVIDES INDIVIDUALIZED AFTERCARE TO ALL WOMEN WHO HAVE COMPLETED THEIR STAY ACCORDING TO PLAN. AFTERCARE STAFF ASSISTS FAMILIES IN PURSUING THEIR GOALS BY SERVING AS ADVOCATES AND LIAISONS WITH OTHER COMMUNITY ORGANIZATIONS. ADVOCACY IS AVAILABLE TO MOTHERS AND CHILDREN THROUGH HOME VISITS. AS PART OF A CRISIS INTERVENTION PROGRAM, CATHOLIC CHARITIES ALSO PROVIDES A 24-HOUR HOTLINE. ABUSED WOMEN MAY SEEK HELP BY CALLING AT ANY TIME. 667748 365896 BEHAVIORAL HEALTH - SUBSTANCE ABUSE AND MENTAL HEALTH : CATHOLIC CHARITIES PROVIDES TREATMENT TO THOSE SUFFERING FROM SUBSTANCE ABUSE ADDICTION AND MENTAL HEALTH ISSUES THROUGH MANY PROGRAMS. OUTPATIENT SERVICES ARE AVAILABLE FOR BOTH MENTAL HEALTH TREATMENT AND DRUG AND ALCOHOL ABUSE TREATMENT. 32837 331551 OTHER MISCELLANEOUS ACTIVITIES INCLUDING PREGNANCY AND ADOPTION SERVICES. 32837 331551 6169149 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 40 0 1 85 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X WILL SCHWALB 4025540520 9223 BEDFORD AVENUE OMAHA NE 68134 DENISE BARTELS VP OF INSTITUTIONAL ADVANCEMENT 40.00 0.00 X 123548 0 35408 AARON DAVIS VP OF OPERATIONS THRU 10/21 40.00 0.50 X 96408 0 45050 FATHER MICHAEL ECKLEY EXECUTIVE DIRECTOR 40.00 1.50 X X 26951 0 0 JOHN HUERTER CHIEF FINANCIAL OFFICER 40.00 0.50 X 15601 0 2380 ARCHBISHOP GEORGE J LUCAS CHAIRMAN 1.00 2.00 X X 0 0 0 DAN KINSELLA PRESIDENT 0.30 0.00 X 0 0 0 DAVID KRAMER ESQ VICE PRESIDENT 1.00 0.00 X X 0 0 0 MARK JAKSICH TREASURER 1.00 0.00 X X 0 0 0 ANNIE MESSERSMITH SECRETARY 1.00 0.00 X X 0 0 0 JIM BOULAY DIRECTOR 0.30 0.30 X 0 0 0 RYAN SEVCIK DIRECTOR 0.30 0.00 X 0 0 0 MICHAEL GOETZ DIRECTOR 0.30 0.00 X 0 0 0 SUSAN HADDIX DIRECTOR 0.30 0.00 X 0 0 0 MICHAEL HOCH DIRECTOR 0.30 0.00 X 0 0 0 DEB KELLY DIRECTOR 0.30 0.00 X 0 0 0 BRENT POHLMAN DIRECTOR 0.30 0.00 X 0 0 0 262508 0 82838 1 0 1 1 FIRST NATIONAL BANK OF OMAHA PO BOX 2818 OMAHA NE 681032818 CREDIT CARD SERVICES 217689 LUTZ & COMPANY 13616 CALIFORNIA ST STE 300 OMAHA NE 68154 IT SERVICES 201374 MCC PROFESSIONAL CLEANING LLC 13409 HILLSBOROUGH DR OMAHA NE 68164 CLEANING SERVICES 124200 SECURITAS SECURITY SERVICES USA INC 12672 COLLECTIONS CENTER DR CHICAGO IL 60693 SECURITY SERVICES 109733 PRIME COMMUNICATIONS INC PO BOX 131 ELKHORN NE 68022 INSTALLATION SERVICES 101905 5 275969 26137 339255 617150 4647884 2722904 5906395 COMMUNITY SUPPORT 624200 578697 578697 BEHAVIORAL HEALTH 624100 365896 365896 OTHER PROGRAM SERVICE 900099 331551 331551 DOMESTIC VIOLENCE 624200 33314 33314 1309458 8602 8602 11200 26137 29682 -18482 -18482 7205973 1309458 0 -9880 X 2696217 2696217 186390 186390 2555300 1843847 316829 394624 34224 23421 5790 5013 453812 343031 37365 73416 195317 133667 33042 28608 7075 6525 550 29580 29580 23500 23500 804333 654542 122587 27204 183344 87074 69174 27096 195572 49982 37181 108409 208276 127761 78545 1970 29843 19184 9040 1619 68241 12326 12876 43039 3920 2772 1125 23 140295 128637 10731 927 MISCELLANEOUS EXPENSES 65017 40163 21913 2941 7880256 6169149 972168 738939 8268 75423 2039030 1242925 85217 102500 759094 194037 253330 147961 70163 28192 2934163 1084370 1777774 1849793 89343 95548 5082219 3736379 414758 307195 97375 46479 569299 49996 1081432 403670 X 2508646 1510438 1492141 1822271 4000787 3332709 5082219 3736379 -674283 6205 0 X X 0 1 X 1 0 X 2058659 2228798 2421714 5029465 5906395 17645031 1661632 2100558 1406477 1237755 1309458 7715880 1151 8400 9551 3721442 4329356 3828191 6275620 7215853 25370462 32175 45067 18775 32548 16651 145216 129574 40884 46087 22869 17064 256478 161749 85951 64862 55417 33715 401694 24968768 335324 332675 313476 187469 8602 1177546 335324 332675 313476 187469 8602 1177546 4056766 4662031 4141667 6463089 7224455 26548008 0.94050 0.94410 0.04440 0.03790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 622000 622000 622000 622000 622000 622000 622000 622000 622000 622000 0.00000 1.00000 0.00000 0 1 1 112151 112151 747934 61544 686390 1633057 759553 873504 441021 263273 177748 1849793 X PART V, LINE 4: THE CATHOLIC CHARITIES FOUNDATION HOLDS AND ADMINISTERS THE ENDOWMENT FUNDS. AS THE ENDOWMENTS ARE PERMANENTLY RESTRICTED, THE PRINCIPAL CANNOT BE USED. THE INTEREST CREATED CAN BE USED FOR GENERAL OPERATIONS. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE CODE AND HAS RECEIVED A DETERMINATION LETTER THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE INTERNAL REVENUE SERVICE HAS ESTABLISHED STANDARDS TO BE MET TO MAINTAIN THE ORGANIZATION'S TAX EXEMPT STATUS. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTIES IN ACCOUNTING FOR INCOME TAX ASSETS AND LIABILITIES USING GUIDANCE INCLUDED IN FASB ASC TOPIC 740, INCOME TAXES. THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. AT DECEMBER 31, 2021 AND 2020, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS ACCRUED. X X X X X X X 1 STEIER GROUP 10844 OLD MILL RD OMAHA NE 68154 PROFESSIONAL FUNDRAISING AND DEVELOPMENT COUNSEL 0 0 23500 0 23500 ESSENTIAL FEST 37337 26137 11200 2905 11200 15577 37337 26137 11200 2905 11200 15577 29682 -18482 1 PROVIDING ASSISTANCE TO THOSE IN NEED IN OMAHA AND THE SURROUNDING COMMUNITY 24619 0 2696217 FAIR MARKET VALUE FOOD, GIFT CARDS FOR FUEL AND OTHER ASSISTANCE PURCHASED BY CATHOLIC CHARITIES AND GIFTED TO THE INDIVIDUALS FOR USE. PART I, LINE 2: CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OMAHA, INC. PROVIDES ASSISTANCE IN THE FORM OF GIFT CARDS, TUITION ASSISTANCE AND FOOD TO INDIVIDUALS IN THE LOCAL COMMUNITIES. ASSISTANCE IS PROVIDED BASED ON NEED. X X 0 0 0 0 0 0 0 0 0 DENISE BARTELS VP OF INSTITUTIONAL ADVANCEMENT 123548 0 0 0 0 0 0 0 35408 0 158956 0 0 0 FORM 990, SCHEDULE J, PART II: FATHER MICHAEL ECKLEY RECEIVED COMPENSATION FROM THE ARCHDIOCESE OF OMAHA, AN UNRELATED ENTITY. FATHER ECKLEY RECEIVED $26,951 FOR HIS SERVICES RENDERED DURING THE YEAR. FATHER ECKLEY'S COMPENSATION IS APPROVED BY THE ARCHDIOCESE OF OMAHA BOARD OF DIRECTORS. X 20075 FAIR MARKET VALUE X 25 13300 FAIR MARKET VALUE X 1 300 FAIR MARKET VALUE X 560 2689229 FAIR MARKET VALUE 0 0 1 1 PART I, LINE 32B: CATHOLIC CHARITIES UTILIZES A LOCAL CAR DEALER TO SELL THE VEHICLES THAT ARE DONATED. THE DEALER PROVIDES SPACE AT NO CHARGE TO CATHOLIC CHARITIES. THE DEALER DOES NOT CHARGE A COMMISSION ON THE SALE OF THE VEHICLE. THE ONLY FEES THE DEALER CHARGES CATHOLIC CHARITIES ARE FOR WORK PERFORMED ON THE CAR IN PREPARATION FOR SALE. IF THE CAR DOES NOT SELL ON THE DEALER'S CAR LOT, THE CAR IS SENT TO AUCTION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AND RELATED SCHEDULES WILL BE MADE AVAILABLE TO THE BOARD OF DIRECTORS ELECTRONICALLY. IT WILL BE REVIEWED BY THE PRESIDENT AND THE SENIOR ACCOUNTANT. FURTHERMORE, THE BOARD CHAIR AND THE BOARD TREASURER WILL REVIEW THE FORM 990 AND RELATED SCHEDULES PRIOR TO IT BEING SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE GIVEN A CONFLICT OF INTEREST POLICY TO SIGN AT THE BEGINNING OF EACH YEAR. THEY ARE FURTHER REQUESTED TO UPDATE THE BOARD OF ANY CONFLICTING SITUATIONS THAT MAY ARISE DURING THE YEAR. THE CONFLICT OF INTEREST POLICY MUST BE SIGNED BY EACH BOARD MEMBER, AND ALL CONFLICTS OF INTEREST SHOULD BE DISCLOSED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS CONSULTS THE NON-PROFIT ASSOCIATION OF THE MIDLANDS SALARY GUIDE TO DETERMINE THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE BOARD REVIEWS THE RECOMMENDATION FOR REASONABLENESS AND APPROVES THE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES FOR SERVICE: PROGRAM SERVICE EXPENSES 629,702. MANAGEMENT AND GENERAL EXPENSES 38,304. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 668,006. MEDICAL PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 24,840. MANAGEMENT AND GENERAL EXPENSES 84,283. FUNDRAISING EXPENSES 27,204. TOTAL EXPENSES 136,327. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CATHOLIC CHARITIES FOUNDATION 9223 BEDFORD AVENUE OMAHA NE 68134 470744276 TO FURTHER THE CHARITABLE AND EDUCUATIONAL PURPOSES OF CATHOLIC CHARITIES NE 501(C)(3) LINE 10 N/A 0 ST JAMES MANOR INC 9223 BEDFORD AVENUE OMAHA NE 68134 237375883 LOW-INCOME AFFORDABLE HOUSING NE 501(C)(3) PF N/A 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0