2025-11-14T12:09:19-07:00 2024-12-31 J Alan Martin CPA 809 Shady Bend Drive Kennedale TX 76060 990 2024-01-01 750808769 CATHOLIC CHARITIES DIOCESE OF FORT WORTH CATH 8175340814 249 West Thornhill Drive Fort Worth TX 76115 Joshua Audi VP Administration/CFO 8175340814 2025-11-14 0 1 James Alan Martin P00546866 8173196030 2025-10-31 X 2024 2025-03-06 01:10:19Z CATHOLIC CHARITIES FORT WORTH Beth Kwasny 249 W Thornhill Drive Fort Worth TX 76115 366074770 0 0928 X www.CatholicCharitiesFortWorth.org X 1971 TX 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. 19 19 435 668 0 0 282131159 358433104 3573347 4184213 33540 199175 3290709 2725812 289028755 365542304 216570552 257112351 0 0 21790370 24823860 0 0 2067693 46323790 75281924 284684712 357218135 4344043 8324169 73149988 76945062 39406092 34679175 33743896 42265887 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. 0 0 298686550 226224703 338797761 TEXAS OFFICE FOR REFUGEES - Catholic Charities Fort Worth has served as the Replacement Designee for Refugee Support Services programs for Texas since 2021. The role of CCFW as the Replacement Designee is to coordinate activities, ensure compliance, and provide funding to qualified sub-recipient nonprofits across Texas so they can serve Office of Refugee Resettlement eligible populations, according to the grant guidelines outlined at the federal level. The five-year commitment as Replacement Designee will end in September 2026. 37541383 25695379 38139201 REFUGEE SERVICES - These services encourage economic self-sufficiency by incorporating employment services, case management, financial assistance, language training, and community involvement to secure employment and preclude accessing 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 Ukraine, and Cuban parolees. 4325601 0 3650814 SOCIAL ENTERPRISES - 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. 9886261 2190740 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. 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. 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. 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. 9886261 2190740 0 350439795 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 0 1 0 1 0 0 0 0 1 0 0 0 1 326 0 1 435 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 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 President/CEO 40 0 X 259104 0 33244 Peter Hicks Chief Operating Officer 40 0 X 166413 0 25785 Josh Audi VP Administration/CFO 40 0 X 169230 0 19001 Ramona A Taylor Dentist 40 0 X 139107 0 25687 Kristy Brown Director of Advancement 40 0 X 133072 0 15177 Jeff Demers Director of TXOR 40 0 X 114277 0 24637 Cynthia Shelley Director of Client Services 40 0 X 123730 0 9161 Lorena Sa Dentist 40 0 X 107306 0 18561 Allison Rix Board Chair 2 0 X X 0 0 0 Deb McNamara Past Board Chair 2 0 X X 0 0 0 Beth Kwasny Vice Chair 2 0 X X 0 0 0 Sunnie Sellers Secretary 2 0 X X 0 0 0 Butch Bercher Secretary (partial year) 2 0 X X 0 0 0 Austin Barr Treasurer & Finance Committee Chair 2 0 X X 0 0 0 Caroline Cooley Treasurer & Finance Committee Chair (partial year) 2 0 X X 0 0 0 Aaron Munoz Board Member 2 0 X 0 0 0 Albert Lobo Board Member 2 0 X 0 0 0 Angela Wonderly Board Member 2 0 X 0 0 0 Barbara Merkle Board Member 2 0 X 0 0 0 Breda Shelton Board Member 2 0 X X 0 0 0 Fr Jack McKone Board Member 2 0 X 0 0 0 James Meintjes Board Member 2 0 X 0 0 0 Mari Gonzalez Board Member 2 0 X 0 0 0 Mary Schlegel Board Member 2 0 X 0 0 0 Natalie Moore Board Member 2 0 X 0 0 0 Pat Svacina Board Member 2 0 X 0 0 0 Steve McCans Board Member 2 0 X 0 0 0 Terrence Butler Board Member 2 0 X 0 0 0 Terry Wegemer Board Member 2 0 X 0 0 0 1212239 0 171253 14 0 1 0 Cherokee Nation System Solutions LLC 777 W Cherokee Street Catoosa OK 74015 Statewide case management services 68403567 Post Monarch LLC Ladera Palms Apartments 4500 Campus Drive Fort Worth TX 76119 Client rental assistance 1271312 3305 Partners at Steck LLC 2900 W Anderson Ln Ste C200-347 Austin TX 78757 Client rental assistance 456143 Translation and Interpretation Network Inc 249 W Thornhill Drive Fort Worth TX 76115 Interpretation services 292414 Luna Vista Apartments LLC 3044 Old Denton Rd Ste111-222 Carrollton TX 75007 Client rental assistance 210991 8 125294 0 0 0 345492880 12814930 0 358433104 4184213 4184213 0 0 4184213 204672 204672 0 0 0 0 0 0 0 0 0 0 405305 0 297138 0 108167 0 108167 108167 0 0 0 229831 0 235328 0 -5497 -5497 -5497 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Flow through entity gain 900099 2583883 2583883 0 0 Credit card rewards 900099 16015 16015 0 0 Other 900099 17747 17747 0 0 0 0 0 0 2617645 365542304 7109200 0 0 X 226018495 226018495 31093856 31093856 0 0 0 0 672777 57659 557459 57659 0 0 0 0 19715292 15853235 2514935 1347122 653351 539203 26223 87925 2268630 1874791 284197 109642 1513810 1188037 227560 98213 0 0 0 0 19608 8052 11556 0 69090 0 69090 0 0 0 0 0 0 0 0 0 0 0 69538942 69201466 249325 88151 8603 3865 7059 -2321 710739 531547 87431 91761 0 0 0 0 0 0 0 0 1257766 981544 206652 69570 898681 842751 35959 19971 0 0 0 0 37680 30062 6495 1123 0 0 0 0 0 0 0 0 518864 394260 115042 9562 165243 117385 43970 3888 Repairs and maintenance 458249 319582 124095 14572 Membership dues 53506 12929 32049 8528 Subscriptions and publications 1225874 1054938 108609 62327 Provision for bad debts 313671 313671 0 0 5408 2467 2941 0 357218135 350439795 4710647 2067693 3119779 2580647 170780 4414998 239969 799767 40115376 34899576 0 0 0 0 83333 41667 0 0 289800 444749 18317156 8913905 9839713 9403251 2505216 1000000 0 0 0 0 0 0 16786022 23360407 73149988 76945062 38232508 33368070 0 0 501491 598396 0 0 0 0 0 0 0 0 0 0 672093 712709 39406092 34679175 X 32831445 40276174 912451 1989713 33743896 42265887 73149988 76945062 8324169 197822 0 0 0 0 X 0 1 X 1 1 1 X 24649444 35041129 138404670 282131159 358433104 838659506 24649444 35041129 138404670 282131159 358433104 838659506 0 838659506 119733 32103 78545 94926 325307 0 0 0 0 0 0 11468 43736 37999 14872 108075 839092888 0.99948 0.99849 X Schedule A, Part II, Line 10 Credit card rewards and miscellaneous other income 16032890 5394516 2049855 595276 0 160488 22721497 13415922 766103 2665731 612016 0 202850 16032890 16366148 166370 -2557375 482306 0 76915 13415922 13777073 921466 1837327 20000 0 149718 16366148 11870771 1428426 1336240 795517 0 62847 13777073 0.625 0.3618 0.0132 0 1 1 0 265758 265758 0 13349522 5200700 8148822 0 0 0 0 0 1468616 1135605 333011 0 3233260 2577600 655660 9403251 Interest in net assets of Endowment 22721497 Ownership interest in privately held company 209806 Operating lease right-of-use assets 429104 23360407 0 Operating lease liabilities 699440 Security deposits held for rental property 13269 712709 X 366057207 197822 19943 0 297138 514903 365542304 0 0 0 365542304 357535216 19943 0 0 297138 317081 357218135 0 0 0 357218135 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. 1 International Rescue Committee 122 East 42nd Street New York NY 10168 135660870 501(c)(3) 53208254 0 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Catholic Charities of the Archdiocese of Galveston-Houston 2900 Lousiana Street Houston TX 77006 741109733 501(c)(3) 45732729 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) 34112179 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. YMCA of the Greater Houston Arae 3110 Hayes Road - Suite 300 Houston TX 77081 741109737 501(c)(3) 33763183 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) 13851305 To provide Refugee Case 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) 13069958 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Alliance for Multiclutural Community Services 6440 Hillcroft Avenue - Suite 411 Houston TX 77081 760171217 501(c)(3) 7353040 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. AETAS d/b/a Bilingual Education Institute 6060 Richmond Avenue - Ste 180 Houston TX 77057 760403008 501(c)(3) 6050026 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Church World Service 475 Riverside Drive - Suite 700 New York NY 10115 134080201 501(c)(3) 4372167 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Catholic Charities Archdiocese of San Antonio 202 W French Place San Antonio TX 78212 741109743 501(c)(3) 4178458 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Refugee and Immigrant Center for Education and Legal Services d/b/a RAICES 131 Interpark Blvd San Antonio TX 78216 742436920 501(c)(3) 2705995 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Mosaic Family Services 12225 Greenville Avenue - Suite 800 Dallas TX 75243 752484565 501(c)(3) 1728771 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. ICNA Relief 1529 Jericho Turnpike New Hyde Park NY 11040 043810161 501(c)(3) 1515196 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Catholic Charities of Central Texas 1625 Rutherford Lane Austin TX 78754 796460512 501(c)(3) 1331732 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Catholic Charities of the Texas Panhandle 2004 North Spring Street Amarillo TX 79107 750818147 501(c)(3) 1277346 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Global Impact Initiative 7701 North Lamar Blvd - Suite 410 Austin TX 78752 851985094 501(c)(3) 590032 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Global Refuge San Antonio 1800 NE Interstate 410 Loop Suite 108 San Antonio TX 78217 132574854 501(c)(3) 486679 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Interfaith Action of Central Texas 5307 Airport Blvd - Suite B and C Austin TX 78751 742509149 501(c)(3) 339344 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Caritas of Austin 611 Neches Street Austin TX 78701 741909670 501(c)(3) 292586 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. Estrella del Paso 2400 East Yandell Drive El Paso TX 79903 742723627 501(c)(3) 59515 To provide Refugee Case Management Assistance and Refugee Social Services to eligible refugee clients. 20 0 Housing & household goods, utilities, transportation, food, medical, school or work clothing, childcare, education & training, and qualified living expenses 12899 31093856 0 Cash 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 President/CEO 259104 0 0 0 0 0 13604 0 19641 0 292349 0 0 0 Peter Hicks Chief Operating Officer 166413 0 0 0 0 0 10651 0 15134 0 192198 0 0 0 Josh Audi VP Administration/CFO 169230 0 0 0 0 0 10345 0 8656 0 188231 0 0 0 Open Integration Consulting Inc Owner of company is spouse of Mari Gonzalez, Board Member 36369 Information technology and network administration support 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 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 ($68,403,567), Personnel Services and Software ($435,355), Translation and Interpretation Services ($292,414), Financial Services ($167,812), Grant Management Services ($109,471), Data Processing Services ($56,151), Medical and Dental Services ($47,841) and Miscellaneous Other ($26,331). 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 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 Catholic Charities Diocese of Fort Worth Endowment Inc p 57681 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 595276 Distribution in the form of a cash grant received from Catholic Charities, Diocese of Fort Worth, Inc. Catholic Charities Diocese of Fort Worth Endowment Inc b 4700000 Contribution of a portion of Catholic Charities, Diocese of Fort Worth, Inc. reserve funds for investment by the Catholic Charities, Diocese of Fort Worth Endowment, Inc.