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← CATHOLIC CHARITIES BUREAU INC

Form 990 for tax year 2024

Filed by CATHOLIC CHARITIES BUREAU INC.

Totals

Total revenue
$5,526,721
Total expenses
$2,838,242
Contributions and grants received
$19,341
Grants paid
$0
Program service revenue
$3,062,795
Investment income
$2,437,229
Other revenue
$7,356
Total assets, end of year
$17,524,212
Total liabilities, end of year
$3,021,338
Net assets or fund balances, end of year
$14,502,874
Program services expenses (Part IX)
$2,449,584
Management and general expenses
$388,658
Fundraising expenses
$0
Program service expenses (Part III)
$2,449,584

Program services were 86.3% 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

    $2,919

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $16,422

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Stop Loss Reimbursement

    total $327,475 · related or exempt $327,475 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Administrative Fees

    total $1,481,441 · related or exempt $1,481,441 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Health Plan Premiums

    total $1,251,179 · related or exempt $1,251,179 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: Facility Rental

    total $2,700 · related or exempt $2,700 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $287,741 · related or exempt $0 · unrelated business $0 · excluded $287,741

  • 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

  • 7a · Gross sales of assets other than inventory

    securities $13,933,910 · other assets $0

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

    securities $11,784,422 · other assets $0

  • 7c · Gain or loss

    securities $2,149,488 · other assets $0

  • 7d · Net gain or loss

    total $2,149,488 · related or exempt $0 · unrelated business $0 · excluded $2,149,488

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

    $0

  • 11d · All other revenue

    total $7,356 · related or exempt $7,356 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $7,356

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $1,064,959 · program services $1,064,959

  • 5 · Compensation of officers, directors and key employees

    total $310,525 · program services $248,419 · management and general $62,106

  • 7 · Other salaries and wages

    total $681,697 · program services $545,358 · management and general $136,339

  • 8 · Pension plan contributions

    total $100,461 · program services $80,370 · management and general $20,091

  • 9 · Other employee benefits

    total $139,545 · program services $111,636 · management and general $27,909

  • 10 · Payroll taxes

    total $69,206 · program services $55,365 · management and general $13,841

  • 11b · Fees: legal

    total $11,375 · program services $11,375

  • 11f · Fees: investment management

    total $62,430 · management and general $62,430

  • 12 · Advertising and promotion

    total $6,998 · program services $5,598 · management and general $1,400

  • 13 · Office expenses

    total $51,629 · program services $51,629

  • 14 · Information technology

    total $25,159 · program services $20,129 · management and general $5,030

  • 16 · Occupancy

    total $110,107 · program services $88,085 · management and general $22,022

  • 17 · Travel

    total $10,192 · program services $8,153 · management and general $2,039

  • 19 · Conferences, conventions and meetings

    total $24,490 · management and general $24,490

  • 20 · Interest

    total $5,029 · program services $203 · management and general $4,826

  • 21 · Payments to affiliates

    total $27,255 · program services $26,003 · management and general $1,252

  • 22 · Depreciation, depletion and amortization

    total $74,102 · program services $69,219 · management and general $4,883

  • 23 · Insurance

    total $7,145 · program services $7,145

  • 24e · All other expenses

    total $55,938 · program services $55,938

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $335,770 · end of year $418,455

  • 2 · Savings and temporary cash investments

    beginning of year $546,715 · end of year $586,751

  • 4 · Accounts receivable

    beginning of year $577,785 · end of year $500,924

  • 7 · Other notes and loans receivable

    beginning of year $370,881 · end of year $272,586

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,102 · end of year $281,680

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

    $2,172,718

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

    $1,910,896

  • 10c · Land, buildings and equipment, net

    beginning of year $161,099 · end of year $261,822

  • 11 · Investments: publicly traded securities

    beginning of year $12,766,057 · end of year $15,201,994

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,239,007 · end of year $1,252,466

  • 25 · Other liabilities

    beginning of year $1,071,676 · end of year $1,768,872

  • 27 · Net assets without donor restrictions

    beginning of year $12,459,726 · end of year $14,502,874

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

To alleviate human suffering by sponsoring direct service programs for the poor, the disadvantaged, the disabled, the elderly, and children with special needs._____Catholic Charities Bureau is created and organized to own, maintain, operate and conduct; directly or indirectly; as well as to assist and coordinate activities and Social Services in accordance with the charitable Works and traditions of the Roman Catholic Church. Works are carried out in accordance with Catholic Social teachings.

Activities or mission (Part I)

To meet the critical needs of our society through the use of our gifts and resources by mobilizing the Christian community in partnership with private and public enterprise.

  • Catholic Charities Bureau provided oversight services for 35 Affiliated agencies. Services include payroll processing for 663 employees and consumers; assurance for provision of sound business practices; resource development to enhance funding opportunities; and Administration of employee benefit plans which include health, dental, long-term disability, and retirement. Catholic Charities Bureau is organized and operated exclusively for charitable purposes. Our combined efforts provide for a more dynamic organization that has the impact of more effective delivery of service to people we serve. A listing of our affiliates is provided in schedule R of this form 990. A separate 990 is filed by each of our affiliates.

    Expenses $2,449,584 · Revenue $3,070,151

As filed on the 2024 return.

Listed in Part VII

  • Alan Rock

    Executive Director & Secretary/Treasurer

    Total calculated
    $380,307
    From this org
    $310,525
    From related orgs
    $0
    Other
    $69,782
    Hours/week
    58 + 12 related

    Schedule J breakdown matched by us

    Base
    $226,525
    Bonus
    $84,000
    Other
    $0
    Deferred
    $28,442
    Nontaxable benefits
    $41,340
    Filer's total
    $380,307

  • Clint Thursby

    Chief Financial Officer

    Total calculated
    $271,702
    From this org
    $210,226
    From related orgs
    $0
    Other
    $61,476
    Hours/week
    38 + 12 related

    Schedule J breakdown matched by us

    Base
    $188,226
    Bonus
    $22,000
    Other
    $0
    Deferred
    $20,136
    Nontaxable benefits
    $41,340
    Filer's total
    $271,702

  • Amber Fallos

    Director-BRI

    Total calculated
    $203,427
    From this org
    $147,795
    From related orgs
    $0
    Other
    $55,632
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $131,495
    Bonus
    $16,300
    Other
    $0
    Deferred
    $14,292
    Nontaxable benefits
    $41,340
    Filer's total
    $203,427

  • Joe Wacek

    Director-BCDSI/DSI

    Total calculated
    $188,281
    From this org
    $133,693
    From related orgs
    $0
    Other
    $54,588
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $121,093
    Bonus
    $12,600
    Other
    $0
    Deferred
    $13,248
    Nontaxable benefits
    $41,340
    Filer's total
    $188,281

  • Maureen Parkes

    Director of Headwaters

    Total calculated
    $180,023
    From this org
    $135,154
    From related orgs
    $0
    Other
    $44,869
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $119,554
    Bonus
    $15,600
    Other
    $0
    Deferred
    $3,529
    Nontaxable benefits
    $41,340
    Filer's total
    $180,023

  • Mark Kroll

    Director-CCI

    Total calculated
    $176,181
    From this org
    $127,777
    From related orgs
    $0
    Other
    $48,404
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $117,977
    Bonus
    $9,800
    Other
    $0
    Deferred
    $7,064
    Nontaxable benefits
    $41,340
    Filer's total
    $176,181

  • Larry Wojchik

    Vice Chair

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Bluette Puchner

    Board Director

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Dawn Staples

    Board Director

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Mark Sitek

    Board Director

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Kyle Torvinen

    Chair

    Total calculated
    $1,750
    From this org
    $1,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • James Mike McCoshen

    Board Director

    Total calculated
    $1,750
    From this org
    $1,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Kim Pearson

    Board Director

    Total calculated
    $1,750
    From this org
    $1,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Sherry Mattson

    Board Director

    Total calculated
    $0
    Hours/week
    1 + 1 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. 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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

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

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

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.

  • Catholic Diocese of Superior

    509(a)(1) · religious · WI

  • Barron County Developmental Services Inc

    501(c)(3) · Programs for the developmentally disabled · WI · controlled entity

    Directly controlled by Catholic Charities Bureau

  • Black River Industries Inc

    501(c)(3) · programs for developmentally disabled · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Challenge Center Inc

    501(c)(3) · programs for the developmentally disabled · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Diversified Services Inc

    501(c)(3) · programs for developmentally disabled · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Headwaters Inc

    501(c)(3) · programs for developmentally disabled · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • United Day Care Inc

    501(c)(3) · children's day care · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Dove Inc

    501(c)(3) · home health care services · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Dove Agency Inc

    501(c)(3) · home health care services · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Catholic Community Services Inc

    501(c)(3) · Volunteer coordination; housing counseling services · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Challenge Center Foundation Inc

    501(c)(3) · Generation of capital · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Headwaters Foundation Inc

    501(c)(3) · Capital generation · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Apple River Inc

    501(c)(3) · housing for low income chronically mentally ill people · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Blue Valley Inc

    501(c)(3) · housing for low income chronically mentally ill people · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Medford Area Housing Inc

    501(c)(3) · housing for low income senior citizens · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Conrath Housing Inc

    501(c)(3) · housing for low income senior citizens · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Eastwood Inc

    501(c)(3) · housing for low income developmentally disabled adults · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Lilac Grove Apartments Inc

    501(c)(3) · housing for low income senior citizens · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Northfield Apartments of Duluth Inc

    501(c)(3) · housing for low income physically disabled adults · MN · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Northwoods Village Inc

    501(c)(3) · housing for low income senior citizens · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Oakwood Residence Inc

    501(c)(3) · housing for low income chronically mentally ill people · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Phoenix Villa Inc

    501(c)(3) · housing for low income senior citizens · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Sumac Trail Apartments Inc

    501(c)(3) · housing for low income chronically mentally ill people · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Turtle Lake Apartments Inc

    501(c)(3) · housing for low income senior citizens · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Westbay Inc

    501(c)(3) · housing for low income chronically mentally ill people · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Winterhaven Apartments Inc

    501(c)(3) · housing for low income senior citizens · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

  • Woodcourt Apartments Inc

    501(c)3 · housing for low income senior citizens · WI · controlled entity

    Directly controlled by Catholic Charities Bureau Inc

Provenance

Return type
form_990
Tax year
2024
Filed
20 May 2025
IRS schema version
2024v5.0
Source object
202531409349301303

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