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.
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501(c)(3) · Support Catholic Charities of the Archdiocese of Dubuque · IA · controlled entity
Directly controlled by Catholic Charities of the Arch of Dubuque
-
501(c)(3) · Catholic Church · IA
-
The Witness Publishing Company
501(c)(3) · Provide Catholic news of parishes and the Catholic Church · IA
Directly controlled by Archdiocese of Dubuque
-
Archdiocese of Dubuque Deposit and Loan Fund
501(c)(3) · Provide loans to Catholic organizations located within the Arch of Dubuque · IA
Directly controlled by Archdiocese of Dubuque
-
Our Faith Our Children Our Future School Tuition Organization
501(c)(3) · Provide tuition assistance for students of Archdiocese non-public schools · IA
Directly controlled by Archdiocese of Dubuque
-
Archdiocese of Dubuque Education Fund
501(c)(3) · Investments for Catholic education in the Archdiocese of Dubuque · IA
Directly controlled by Archdiocese of Dubuque
-
Archdiocese of Dubuque Perpetual Care Fund
501(c)(3) · Investments for cemeteries for perpetual care · IA
Directly controlled by Archdiocese of Dubuque
-
St Raphael Priest Fund Society of the Archdiocese of Dubuque
501(c)(3) · Financial assistance to infirm, disabled and retired Diocesan priests · IA
Directly controlled by Archdiocese of Dubuque
-
Archdiocese of Dubuque Alternative Investments Grantor Trust
501(c)(3) · Benefit organizations that further the mission of the Arch of Dubuque · IA
Directly controlled by Archdiocese of Dubuque
-
Archdiocese of Dubuque Seminarian Education Fund
501(c)(3) · Provide for education of seminarians of the Archdiocese of Dubuque · IA
Directly controlled by Archdiocese of Dubuque
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
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