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← CATHOLIC CHARITIES DIOCESE OF FORT WORTH ENDOWMENT INC

Form 990 for tax year 2023

Filed by CATHOLIC CHARITIES DIOCESE OF FORT WORTH ENDOWMENT INC.

Totals

Total revenue
$937,249
Total expenses
$814,866
Contributions and grants received
$766,103
Grants paid
$612,016
Program service revenue
$0
Investment income
$171,146
Other revenue
$0
Total assets, end of year
$16,032,890
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$16,032,890
Program services expenses (Part IX)
$814,866
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$814,866

Program services were 100.0% 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

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $766,103

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $171,146 · related or exempt $171,146 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $612,016 · program services $612,016

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $0 · program services $0 · management and general $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $116,715 · program services $116,715 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $86,135 · program services $86,135 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 14 · Information technology

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 17 · Travel

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $115,438 · end of year $143

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $67,502

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $13,232,556 · end of year $15,866,597

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0

  • 15 · Other assets

    beginning of year $67,928 · end of year $98,648

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $13,415,922 · end of year $16,032,890

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

The Corporation is organized to acquire, hold, manage, distribute, and administer investment property for the exclusive benefit and support of Catholic Charities, Diocese of Fort Worth, Inc. (Catholic Charities), a charitable and educational organization under Internal Revenue Code Sec 501(c)(3) and the related regulations, and to respond to the needs or demands of Catholic Charities.

  • Granted funds were used to support the housing needs of eligible CCFW clients, including targeted financial assistance for housing. Additional funds were used to cover costs associated with the salaries and benefits of Housing Specialists, Case Managers, and Homeless Services staff, all of whom work directly with clients. The balance of funds was used to support general operational needs of CCFW.

    Expenses $814,866 · Grants $612,016 · Revenue $937,249

As filed on the 2023 return.

Listed in Part VII

  • Michael Iglio

    President/CEO (partial year)

    Total calculated
    $246,325
    From this org
    $0
    From related orgs
    $214,754
    Other
    $31,571
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,754 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,604 related
    Nontaxable benefits
    $0 + $17,967 related
    Filer's total
    $0 + $246,325 related

  • Christopher Plumlee

    Former President/CEO

    Total calculated
    $196,667
    From this org
    $0
    From related orgs
    $196,667
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $196,667 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $196,667 related

  • Josh Audi

    CFO/VP of Administration

    Total calculated
    $180,362
    From this org
    $0
    From related orgs
    $162,074
    Other
    $18,288
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,074 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,917 related
    Nontaxable benefits
    $0 + $8,371 related
    Filer's total
    $0 + $180,362 related

  • Fr Anthony Chandler

    Present/CEO (partial year)

    Total calculated
    $123,911
    From this org
    $0
    From related orgs
    $120,428
    Other
    $3,483
    Hours/week
    0 + 40 related

  • Peter Hicks

    Chief Operating Officer

    Total calculated
    $101,158
    From this org
    $0
    From related orgs
    $89,061
    Other
    $12,097
    Hours/week
    0 + 40 related

  • Bill Quinn

    Chair

    Total calculated
    $0
    Hours/week
    2

  • Merilee Kuylen

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Andrea Lacroix

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Caroline Cooley

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Nancy Rocha

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Candace Sandifer

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Tim Connolly

    Board Member

    Total calculated
    $0
    Hours/week
    2

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4
Christopher Plumlee, former President/CEO of Catholic Charities, Diocese of Fort Worth, Inc., received compensation of $196,667 in 2022 from Catholic Charities, Diocese of Fort Worth, Inc. under a separation agreement.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants 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.

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.0
Source object
202423199349312507

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