2021-11-04T15:04:04-07:00 2020-12-31 990 2020-01-01 750808769 CATHOLIC CHARITIES DIOCESE OF FORT WORTH CATH 8175340814 249 West Thornhill Drive Fort Worth TX 76115 Joshua Audi VP Administration/CFO 8175340814 2021-11-05 1 11 0 AAL2 2020 2022-09-23 18:48:47Z Christopher Plumlee 249 W Thornhill Dr Fort Worth TX 76115 32739305 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. 16 16 364 558 -475341 0 22114331 24649444 7375355 5112360 69319 313630 2156043 2339591 31715048 32415025 10079118 11881946 0 0 18503595 17110775 0 0 1960845 7121935 5608680 35704648 34601401 -3989600 -2186376 31536422 33220571 2636117 6506642 28900305 26713929 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 7051098 416086 4819568 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 and were expanded significantly in response to community needs during the COVID-19 pandemic. 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 Hurricane Harvey in 2017. 6508333 0 6314825 SOCIAL ENTERPRISES - The goal of our CCFW social enterprises is to provide key services needed by the community while generating a surplus for CCFW to grow services in other areas. Our social enterprises of Translation and Interpretation Network, Transportation program, 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. 6491050 5623326 8192191 NORTH TEXAS OFFICE FOR REFUGEES - Catholic Charities Fort Worth serves as leader of the North Texas Region, coordinates the activities of all sub-recipients in the region that provide services to refugees, and disperses funding from the Office of Refugee Resettlement of the U.S. Department of Health and Human Services to the sub-recipients. 11446476 2274078 0 CHILD AND FAMILY SERVICES - These programs are designed to support the structure of a healthy family by offering free assessments, parenting education, and other support services to strengthen families using evidence-based materials. 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 AND 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 services. Counseling is available on-site and at several parishes in the diocese. REFUGEE SERVICES - These services encourages 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, and Cuban parolees. 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. 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. 11446476 2274078 0 31496957 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 1185 0 1 364 1 0 0 0 0 0 0 0 0 X 16 16 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 P Grace President/CEO thru June 2020 40 0 X 260205 0 21217 Josh Audi VP Administration/CFO 40 0 X 141800 0 17367 Ronna Huckaby Chief Services Officer 40 0 X 136829 0 21569 Michael Iglio Chief Operating Officer since April 2020 40 0 X 115470 0 17723 Kristy Brown Director 40 0 X 111510 0 19995 Monica Quiroz Director of Non-Profit Accounting 36.00 0 X 112726 0 17401 Susan Vinson Director 40 0 X 104281 0 14942 Emily Klement Director 40 0 X 109730 0 6987 Alan Martin Director of Finance 40 0 X 104275 0 6624 Debra McNamara Interim President/CEO since June 2020 40 0 X 102149 0 159 Christopher Plumlee Chair 2 2 X X 0 0 0 Murphy Markham Vice Chair 2 2 X X 0 0 0 Donna Springer Past Chair 2 0 X X 0 0 0 Tom Rein Treasurer and Finance Committee Chair 2 2 X X 0 0 0 Butch Bercher Secretary 2 2 X X 0 0 0 Caroline Cooley Board Member 2 0 X 0 0 0 Mel Henkes 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 Greg Wilson Board Member 2 0 X 0 0 0 1298975 0 143984 12 0 1 0 Maintenance of Fort Worth Inc 4100 International Plaza Suite 525 Fort Worth TX 76109 Custodial services 151669 Talking Hands Sign Language PO Box 1222 Wichita Falls TX 76307 American sign language interpretation 121926 2 536621 0 0 0 12694845 11417978 0 24649444 5112360 5112360 0 0 5112360 367686 0 324270 0 43416 0 43416 43416 0 0 0 313640 0 10 0 313630 313630 313630 0 0 0 Flow-thru entity income 900099 2891938 2701793 190145 0 Impairment of flow-thru entity value 900099 -675885 0 -675885 0 Investment income 900099 58255 58255 0 0 21867 11468 10399 0 2296175 32415025 8240922 -475341 0 7328912 7328912 4553034 4553034 0 0 0 0 834488 198355 596175 39958 0 0 0 0 13328445 10220171 1955021 1153253 296957 382223 -137949 52683 1569219 1389280 92116 87823 1081666 860154 126000 95512 0 0 0 0 24938 8344 16594 0 67500 0 67500 0 0 0 0 0 0 0 0 0 0 0 2887706 2397394 355473 134839 512134 390555 68966 52613 340624 250975 61357 28292 394892 379415 10795 4682 0 0 0 0 11407 7139 2622 1646 3180 10 3170 0 0 0 0 0 560803 477235 62661 20907 84671 84401 270 0 Repairs and maintenance 555093 424859 104723 25511 Membership dues 33008 6013 21510 5485 Bad debt expense 22954 22954 0 0 109770 2115534 -2263405 257641 34601401 31496957 1143599 1960845 385441 1871032 1365549 1396506 1070018 359606 4251152 4109710 101815 99514 18758109 7848637 11327914 10909472 13034533 14474731 31536422 33220571 2492276 3051806 125867 416187 0 3020700 17974 17949 2636117 6506642 X 25900385 25071369 2999920 1642560 28900305 26713929 31536422 33220571 -2186376 0 0 0 0 0 X 0 1 X 1 1 1 X 21720322 35705089 23985216 22101201 24649444 128161272 21720322 35705089 23985216 22101201 24649444 128161272 0 128161272 11561 13554 122836 294099 119733 561783 0 0 0 0 0 0 41028 46309 20576 32323 11468 151704 128874759 33389953 0.99446 0.99306 X Schedule A, Part II, Line 10 Miscellaneous Other Income: $11,468 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 3189788 454069 192448 0 0 0 3836305 0.6014 0.3826 0.016 0 1 1 0 306878 306878 0 13854138 3570335 10283803 0 0 0 0 0 1223420 945673 277747 0 3373673 3332629 41044 10909472 Interest in net assets of endowment 13777073 Ownership interests in privately held companies 697658 14474731 0 Security deposits held 17949 17949 X 32746884 0 7589 0 324270 331859 32415025 0 0 0 32415025 34933260 7589 0 0 324270 331859 34601401 0 0 0 34601401 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 1421 W Mockingbird Lane Dallas TX 75247 752745221 501(c)(3) 1179452 0 To provide Refugee Cash Management Assistance and Refugee Social Services to eligible refugee clients. International Rescue Committee Inc 122 East 42nd Street New York NY 10168 135660870 501(c)(3) 914266 0 To provide Refugee Cash Management Assistance and Refugee Social Services to eligible refugee clients. World Relief Corp of National Assoc of Evangelicals 7 East Baltimore Street Baltimore MD 21202 236393344 501(c)(3) 665788 0 To provide Refugee Cash Management Assistance and Refugee Social Services to eligible refugee clients. Refugee Services of Texas Inc 9696 Skillman Suite 320 Dallas TX 75243 751618251 501(c)(3) 2092809 0 To provide Refugee Cash Management Assistance and Refugee Social Services to eligible refugee clients. Hmong-American Planning and Development Center Inc 2307 Oak Lane Suite 207 Dallas TX 75051 752056461 501(c)(3) 125848 0 To provide Refugee Social Services to eligible refugee clients. Mosaic Family Services 12225 Greenville Avenue Dallas TX 75243 752484565 501(c)(3) 645162 0 To provide Refugee Social Services to eligible refugee clients. Recovery Resource Council 2700 Airport Freeway Fort Worth TX 76111 756005093 501(c)(3) 2274078 0 To promote housing stability among very low income veterans and their families who are at risk of or are currently homeless. Catholic Charities of Fort Wayne-South Bend Inc 315 East Washington Blvd Fort Wayne IN 46602 351038653 501(c)(3) 26479 0 To replicate our Stay the Course program in Indiana. Catholic Social Services Inc 197 East Gay Street - 2nd Floor Columbus OH 43215 314379437 501(c)(3) 112866 0 To replicate our Stay the Course program in Ohio. Catholic Charities of Kansas City-St Joseph Inc 4001 Blue parkway Suite 250 Kansas City MO 64130 430887779 501(c)(3) 157953 0 To replicate our Stay the Course program in Missouri. Associated Catholic Charities Inc 1966 Greenspring Drive Suite 200 Tmonium MD 21093 520591538 501(c)(3) 118789 0 To replicate our Stay the Course program in Maryland. 11 0 Childcare 24 20184 0 Education / Training 628 778830 0 Food 422 73616 Household goods 395 121038 0 Housing 2239 2253407 0 Legal document assistance 14 3258 0 Medical 222 145046 0 School or work clothing 23 4900 0 Stipend for living expenses 176 314172 0 Transportation 185 87773 0 Utilities 2669 755914 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 1 0 0 0 0 0 0 0 0 Michael P Grace President/CEO thru June 2020 260205 0 0 0 0 0 9408 0 11810 0 281423 0 0 0 Josh Audi VP Administration/CFO 141800 0 0 0 0 0 8700 0 11810 0 162310 0 0 0 Ronna Huckaby Chief Services Officer 136829 0 0 0 0 0 8626 0 12942 0 158397 0 0 0 Schedule J, Part I, Line 4 Michael P. Grace, former President/CEO, received compensation and benefits of $138,292 in 2020 under a separation agreement. Dana Springer Daughter of Donna Springer, Board Member 102792 Compensation for services rendered to the organization as a Director 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, 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 determine the mission and identity of Catholic Charities and approve long range plans as they relate to the mission and identity, 2) To elect the Directors of Catholic Charities and to fill vacancies n the Board of Directors, 3) To adopt, amend, alter, modify, suspend, and repeal the Articles of Incorporation and the Bylaws, 4) 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, 5) To approve mergers, consolidation, or affiliations of Catholic Charities with any other organization, 6) To adopt the plan distribution of assets upon dissolution in accord with applicable federal and state law, 7) To approve public fund-raising campaigns in the name of Catholic Charities, 8) To participate in the Search and Evaluation Committee of the Executive Director, and 9) To approve the selection and hiring of the Executive Director. 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 62847 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 795517 Cash grant received from Catholic Charities, Diocese of Fort Worth Endowment, Inc.