Skip to content
Nonprofiteer
← CATHOLIC CHARITIES OF THE ARCHDIOCE SE OF DUBUQUE IOWA

Form 990 for tax year 2024

Filed by CATHOLIC CHARITIES OF THE ARCHDIOCE SE OF DUBUQUE IOWA.

Totals

Total revenue
$4,940,313
Total expenses
$5,043,142
Contributions and grants received
$2,679,675
Grants paid
$449,961
Program service revenue
$2,207,614
Investment income
$53,024
Other revenue
$0
Total assets, end of year
$19,173,077
Total liabilities, end of year
$1,585,491
Net assets or fund balances, end of year
$17,587,586
Program services expenses (Part IX)
$4,885,229
Management and general expenses
$124,867
Fundraising expenses
$33,046
Program service expenses (Part III)
$4,885,229

Program services were 96.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $126,399

  • 1d · Related organizations

    $573,393

  • 1e · Government grants (contributions)

    $178,275

  • 1f · All other contributions, gifts and grants

    $1,801,608

  • 2a · Program service revenue: Low Housing Income

    total $1,634,682 · related or exempt $1,634,682

  • 2b · Program service revenue: Program Service Fees

    total $559,403 · related or exempt $559,403

  • 2f · All other program service revenue

    total $13,529 · related or exempt $13,529

  • 3 · Investment income

    total $54,695 · excluded $54,695

  • 7b · Less cost or other basis and sales expenses

    securities $967 · other assets $704

  • 7c · Gain or loss

    securities -$967 · other assets -$704

  • 7d · Net gain or loss

    total -$1,671 · excluded -$1,671

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $449,961 · program services $449,961

  • 5 · Compensation of officers, directors and key employees

    total $143,864 · program services $71,932 · management and general $71,932

  • 7 · Other salaries and wages

    total $2,370,714 · program services $2,355,562 · management and general $260 · fundraising $14,892

  • 8 · Pension plan contributions

    total $78,869 · program services $78,431 · fundraising $438

  • 9 · Other employee benefits

    total $184,955 · program services $183,094 · management and general $392 · fundraising $1,469

  • 10 · Payroll taxes

    total $181,351 · program services $175,037 · management and general $5,256 · fundraising $1,058

  • 11b · Fees: legal

    total $9,654 · program services $504 · management and general $9,150

  • 11c · Fees: accounting

    total $27,511 · program services $26,125 · management and general $1,113 · fundraising $273

  • 11g · Fees: other

    total $223,667 · program services $220,479 · management and general $1,910 · fundraising $1,278

  • 12 · Advertising and promotion

    total $9,833 · program services $8,173 · management and general $1,660

  • 13 · Office expenses

    total $118,919 · program services $97,442 · management and general $7,839 · fundraising $13,638

  • 16 · Occupancy

    total $673,175 · program services $669,104 · management and general $4,071

  • 17 · Travel

    total $58,772 · program services $57,010 · management and general $1,762

  • 19 · Conferences, conventions and meetings

    total $35,222 · program services $33,697 · management and general $1,525

  • 20 · Interest

    total $34,696 · program services $34,696

  • 22 · Depreciation, depletion and amortization

    total $245,284 · program services $231,731 · management and general $13,553

  • 23 · Insurance

    total $68,786 · program services $68,607 · management and general $179

  • 24a · Other expenses: Repairs and maintenance

    total $65,455 · program services $61,460 · management and general $3,995

  • 24b · Other expenses: Appliance & Equipment

    total $47,152 · program services $47,152

  • 24e · All other expenses

    total $15,302 · program services $15,032 · management and general $270

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $340 · end of year $392

  • 2 · Savings and temporary cash investments

    beginning of year $574,567 · end of year $524,031

  • 3 · Pledges and grants receivable

    beginning of year $743,872 · end of year $655,435

  • 4 · Accounts receivable

    beginning of year $66,427 · end of year $164,679

  • 9 · Prepaid expenses and deferred charges

    beginning of year $54,641 · end of year $34,424

  • 10a · Land, buildings and equipment: cost or other basis

    $8,014,851

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,568,804

  • 10c · Land, buildings and equipment, net

    beginning of year $2,568,276 · end of year $2,446,047

  • 12 · Investments: other securities

    beginning of year $1,408,352 · end of year $1,237,413

  • 15 · Other assets

    beginning of year $12,950,597 · end of year $14,110,656

  • 17 · Accounts payable and accrued expenses

    beginning of year $676,883 · end of year $354,017

  • 19 · Deferred revenue

    beginning of year $24,384 · end of year $35,193

  • 21 · Escrow or custodial account liability

    beginning of year $93,416 · end of year $98,454

  • 23 · Secured mortgages and notes payable

    beginning of year $1,039,867 · end of year $1,094,821

  • 25 · Other liabilities

    beginning of year $2,918 · end of year $3,006

  • 27 · Net assets without donor restrictions

    beginning of year $14,871,536 · end of year $16,259,908

  • 28 · Net assets with donor restrictions

    beginning of year $1,658,068 · end of year $1,327,678

Mission and programs · 2024

Mission

Our mission is to reduce poverty, strengthen families and empower communities in the 30 most northeast counties of Iowa.

Activities or mission (Part I)

Respond to changing social needs in order to help and create hope for the most poor and vulnerable.

  • The primary mission of Catholic Charities of the Archdiocese of Dubuque, Iowa (Catholic Charities) is to strengthen families, reduce poverty, and empower communities by responding to changing social needs to provide help and create hope for the most vulnerable populations.Affordable Housing Affordable housing is a basic life necessity that Catholic Charities is committed to supporting. Catholic Charities Housing offers safe and affordable accommodations for low-income families, elderly and adults with disabilities. Rent for each of our properties is determined based on the renter's income. (Statement continued on Schedule O)Catholic Charities owns and manages properties in Dubuque, Maquoketa and Waterloo with a total of 208 units among our five locations.Ecumenical Tower in Dubuque is an 88-unit senior/disabled adult apartment complex located in downtown Dubuque. (Statement continued on Schedule O)Kennedy Park West is a 72-unit, 1-to-3-bedroom apartment complex for individuals and families located in Dubuque's west end.Carter Plaza also located in Dubuque's west end, offers eight family-friendly, low-income units.Alabar Plaza is a 12-unit, low-income property in Waterloo, close to schools, parks and shopping.Heartland East is a 28-unit affordable housing complex in Maquoketa, Iowa.Catholic Charities maintains affordable housing rates at approximately 30% of a person's income.

    Expenses $1,681,382 · Revenue $1,634,682

  • Jail & Prison Ministry Catholic Charities coordinates volunteer-based outreach for imprisoned and recently released individuals to support them in successful re-entry into society. 481 formerly incarcerated individuals received support for successful reentry into the community in 2025.Immigration Legal Services -Catholic Charities' immigration attorneys provide affordable legal services to help reunite families by assisting them in navigating the immigration system and advocating on their behalf. (Statement continued on Schedule O)Catholic Charities assists with paperwork for green card and citizenship applications, family and visitor visas, deferred action for childhood arrivals, temporary protected status, violence against women act, and other family-based immigration legal services. In 2025, our immigration attorneys provided 745 free immigration legal consultations. Clients represented 58 different countries of origin, which is our highest outreach yet.

    Expenses $1,318,744 · Grants $37,249

  • Mental Health Counseling Services Inspired by the belief that marriage and families are at the core of our social structure, Catholic Charities provides professional counseling for marriages, families, and individuals experiencing various social, emotional, and interpersonal struggles. The option to use insurance, or pay on a sliding fee scale, makes counseling attainable for anyone who is truly in need. All Catholic Charities' counselors are masters-level, licensed professionals, and services are available to anyone regardless of religious, social, or economic background. (Statement continued on Schedule O)In 2025, the total number of counseling sessions increased from 5,438 in FY 23-24 to 5,735 in FY 24-25, which includes telehealth sessions. In 2025, Catholic Services served 26,125 individuals across 30 counties in Northeast Iowa.

    Expenses $982,368 · Revenue $559,403

  • Catholic Charities offers Case Management Services to individuals who are experiencing hardship with immediate needs and empowers them with the guidance and tools for a successful future. 100% of case management clients maintained housing, 74% of clients started an emergency savings fund and 32% of clients increased their employment income.Catholic Charities is a HUD-approved housing counseling agency, provided by a HUD-certified housing counselor.Catholic Charities partners with Catholic Charities USA through the Walmart Foundation to enroll families and individuals in the Supplemental Nutrition Assistance Program (SNAP). This program increases food security for low-income families in the US, particularly in underserved and rural communities. Catholic Charities guided 228 families through SNAP enrollment in 2025.Post Adoption Search Services Allows any adult member of an adoption, previously facilitated by Catholic Charities, to gain knowledge about the other parties such as non-identifying medical information, contact information, and knowledge of other siblings. In cases where members of an adoption group mutually agree to be reunited, Catholic Charities' staff provides counseling to assist the individuals in emotionally preparing themselves and evaluating readiness for the event.

    Expenses $902,735 · Grants $412,712 · Revenue $13,529

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Archbishop Thomas Zinkula

    President

    Total calculated
    $35,306
    From this org
    $0
    From related orgs
    $35,306
    Other
    $0
    Hours/week
    3 + 40.7 related
  • Vicar General Thomas Toale

    Vice President

    Total calculated
    $33,766
    From this org
    $0
    From related orgs
    $33,766
    Other
    $0
    Hours/week
    1 + 40.7 related
  • Mary Jo Pfeifer Wulf

    Secretary

    Total calculated
    $0
    Hours/week
    1 + 0.2 related
  • Sr Susan O'Connor RSM

    Treasurer until Aug

    Total calculated
    $0
    Hours/week
    0.5 + 0.2 related
  • Jerry Fox

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 0.2 related
  • Paul Lee

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 0.2 related
  • Terry Carpenter

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 0.2 related
  • Gabriela Vega-Bauerly

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 0.2 related
  • John Freund

    Director

    Total calculated
    $0
    Hours/week
    0.5 + 0.2 related
  • Tracy Morrison

    Executive Director

    Total calculated
    $139,493
    From this org
    $132,870
    From related orgs
    $0
    Other
    $6,623
    Hours/week
    40 + 2.2 related
  • Brian Harris

    Finance Officer

    Total calculated
    $146,440
    From this org
    $0
    From related orgs
    $139,084
    Other
    $7,356
    Hours/week
    3 + 47 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Heartland East LLC

    28-unit affordable housing complex · IA · income $181,936 · assets $647,334

    Directly controlled by Catholic Charities of the Archdiocese of Dubuque

Provenance

Return type
form_990
Tax year
2024
Filed
15 September 2026
IRS schema version
2024v5.5
Source object
202642589349302764

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.