2020-10-27T17:03:26-07:00 2019-12-31 990 2019-01-01 750808769 CATHOLIC CHARITIES DIOCESE OF FORT WORTH CATH 8175340814 249 West Thornhill Drive Fort Worth TX 76115 Joshua Audi VP Administration/CFO 8175340814 2020-10-30 76.185.85.8 2019 2021-01-29 14:40:06Z Deborah McNamara 249 W Thornhill Drive Fort Worth TX 76115 31940206 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. 15 15 446 1366 -111522 -122303 23985216 22114331 7020667 7375355 114628 69319 69944 2156043 31190455 31715048 8373693 10079118 0 0 18587130 18503595 0 0 2297910 8240813 7121935 35201636 35704648 -4011181 -3989600 35736629 31536422 2846724 2636117 32889905 28900305 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 7478652 0 7915894 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. 6392602 5745804 7900942 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. 5162277 626233 825725 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 Hurricane Harvey in 2017. 12648260 0 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. HOMELESS SERVICES - The programs address the immediate needs of the unsheltered homeless population in Fort Worth through provision of basic needs, case management, advocacy, and links to other community services for chronically homeless, disabled individuals and families. EMERGENCY SHELTER SERVICES - A 24 hour, 40-bed facility that provides a safe, nurturing, and temporary home for children (ages 0-17) placed in the care of Child Protective Services (CPS) and for unaccompanied children assigned by the USCCB. CCFW staff provide the children with all of their basic needs, food, clothing, shelter, medical care and educational services. Transitional foster care is also provided in separate housing for unaccompanied children with special needs or unique requirements. 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 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. INTERNATIONAL FOSTER CARE - These programs provide foster care for unaccompanied minors who do not have adult caregivers by partnering with foster families to provide a safe, nurturing, and culturally sensitive environment. 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. 12648260 0 0 31681791 1 0 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 1 679 0 1 446 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 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 Paul Boyd VP Programs/COO thru 7/31/2019 40 X 158760 0 19546 Michael P Grace President/CEO since 5/16/2019 40 X 146600 0 12746 Josh Audi VP Administration/CFO 40 X 136492 0 21227 Ronna Huckaby Chief Services Officer 40 X 132590 0 21150 Monica Quiroz Director of Non-Profit Accounting 40 X 121000 0 20757 Susan Vinson Director 40 X 101438 0 14834 Alan Martin Director of Finance 40 X 101460 0 6463 Donna Springer Chair 2 X X 0 0 0 Mel Henkes Past-Chair 2 X X 0 0 0 Christopher Plumlee Vice Chair 2 X X 0 0 0 Breda Shelton Secretary 2 X X 0 0 0 Tom Rein Treasurer and Finance Committee Chair 2 X X 0 0 0 Butch Bercher Board Member 2 X 0 0 0 Henry Borbolla Board Member 2 X 0 0 0 Caroline Cooley Board Member 2 X 0 0 0 Murphy Markham Board Member 2 X 0 0 0 Fr Jack McKone Board Member 2 X 0 0 0 Deb McNamara Board Member 2 X 0 0 0 Andy Nguyen Board Member 2 X 0 0 0 Melissa Rankin Board Member 2 X 0 0 0 Pat Svacina Board Member 2 X 0 0 0 Jim Wilkes Board Member 2 X 0 0 0 898340 0 116723 7 0 1 0 Maintenance of Fort Worth Inc 4100 International Plaza Suite 525 Fort Worth TX 76109 Custodial services 134673 1 637714 0 0 0 13501696 7974921 0 22114331 Program service revenue 900099 7375355 7375355 0 0 0 0 0 0 7375355 93355 93355 0 0 0 0 0 0 0 0 0 0 191371 0 143861 0 47510 0 47510 47510 0 0 0 57261 0 81297 0 -24036 -24036 -24036 0 0 0 Flow-thru entity income 900099 2057777 2164925 -111522 4374 Unrelated business tax credit 900099 18433 0 0 18433 Miscellaneous income 900099 32323 32323 0 0 0 0 0 0 2108533 31715048 9689432 -111522 22807 6386730 6386730 3692388 3692388 641612 204982 385388 51242 14362802 10898417 2316418 1147967 362858 369305 -50335 43888 1956840 1496134 321978 138728 1179483 974217 108147 97119 38546 14722 23824 0 68350 0 68350 0 3359453 2514715 578326 266412 688610 502111 99995 86504 556337 438175 68983 49179 768256 716762 11894 39600 102590 26124 47139 29327 8810 1097 7713 0 819682 733056 65177 21449 109202 86867 15138 7197 Repairs and maintenance 445775 246591 96162 103022 Membership dues 49938 7135 37356 5447 Bad debt expense 27836 41449 -13613 0 Miscellaneous 22253 21656 138 459 56297 2309158 -2463231 210370 35704648 31681791 1724947 2297910 1850440 385441 4535696 1365549 1851363 1070018 3340566 4251152 118757 101815 18792466 7464552 12167047 11327914 11872760 13034533 35736629 31536422 2610220 2492276 152059 125867 0 0 84445 17974 2846724 2636117 X 29196325 25900385 3693580 2999920 32889905 28900305 35736629 31536422 -3989600 0 0 0 0 0 X 0 1 X 1 1 1 X 18170119 21720322 35705089 23985216 22101201 121681947 18170119 21720322 35705089 23985216 22101201 121681947 0 121681947 11707 11561 13554 122836 294099 453757 234121 0 0 0 0 234121 21852 41028 46309 20576 32323 162088 122531913 35722324 0.99306 0.99458 X Schedule A, Part II, Line 10 Miscellaneous Other Income: 2015 amount $28,852, 2016 amount $41,028, 2017 amount $46,309, 2018 amount $20,576, 2019 amount $32,323 10407012 79552 2085373 0 701140 0 11870797 10784445 766853 -666813 0 477473 0 10407012 3836305 6322453 625687 0 0 0 10784445 3189788 454069 192448 0 0 0 3836305 2768519 109246 312023 0 0 0 3189788 0.6409 0.3322 0.0269 0 1 1 0 306738 306738 0 13854138 3229429 10624709 0 0 0 0 0 1211270 925686 285584 0 3420320 3309437 110883 11327914 Interest in net assets of endowment 11870797 Ownership interest in a privately held company 1163736 13034533 0 Due to related parties 25 Security deposits held 17949 17974 X 31885612 0 26703 0 143861 170564 31715048 0 0 0 31715048 35875212 26703 0 0 143861 170564 35704648 0 0 0 35704648 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 Refugee Services of Texas Inc 9241 LBJ Freeway Suite 210 Dallas TX 75243 751618251 501(c)(3) 1982402 0 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Catholic Charities of Dallas 1421 W Mockingbird Lane Dallas TX 75247 752745221 501(c)(3) 1301889 0 To provide Refugee Case 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) 1151420 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 Batimore MD 21202 236393344 501(c)(3) 535243 0 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Hmong-American Planning and Development Center Inc 2307 Oak Lane Suite 207 Grand Prairie TX 75051 752056461 501(c)(3) 123228 0 To provide Refugee Social Services to eligible refugee clients. Mosaic Family Service 12225 Greenville Avenue Dallas TX 75243 752484565 501(c)(3) 596527 0 To provide Refugee Social Services to eligible refugee clients. Vietnamese Mutual Assistance Assoc of Greater Dallas Inc 5510 Abrams Road Suite 116 Dallas TX 75214 752069302 501(c)(3) 55096 0 To provide Refugee Social Services to eligible refugee clients. Catholic Charities of the Diocese of Fort Wayne-South Bend Inc 315 East Washington Blvd Fort Wayne IN 46602 351038653 501(c)(3) 245766 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) 117485 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) 140862 0 To replicate our Stay the Course program in Missouri. Associated Catholic Charities Inc 1966 Greenspring Drive Suite 200 Timonium MD 21093 520591538 501(c)(3) 122121 0 To replicate our Stay the Course program in Maryland. 11 0 Childcare 24 20184 0 Education / Training 1295 776254 0 Food 246 12407 0 Household goods 1234 220674 0 Housing 927 1424210 0 Legal document assistance 80 1947 0 Medical 465 91664 0 School or work clothing 149 24562 0 Stipend for living expenses 356 620690 0 Transportation 497 167541 0 Utilities 1933 332255 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 P Grace President/CEO since 5/16/2019 146600 0 0 0 0 0 7288 0 5459 0 159347 0 0 0 Paul Boyd VP Programs/COO thru 7/31/2019 158760 0 0 0 0 0 9713 0 9833 0 178306 0 0 0 Josh Audi VP Administration/CFO 136492 0 0 0 0 0 8545 0 12682 0 157719 0 0 0 Ronna Huckaby Chief Services Officer 132590 0 0 0 0 0 8351 0 12799 0 153740 0 0 0 Dana Springer Daughter of Donna Springer, Board member 87740 Employee compensation as Director of General Case Management 0 Willie Rankin Spouse of Melissa Rankin, Board member 41907 Employee compensation as Manager of Parish Relations 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 0 0 0 0 0 0 Catholic Charities Diocese of Fort Worth Endowment Inc c 701140 Cash distribution from Endowment