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Nonprofiteer
← CATHOLIC ELDERLY SERVICES INC

Form 990 for tax year 2024

Filed by CATHOLIC ELDERLY SERVICES INC.

Totals

Total revenue
$134,441
Total expenses
$72,101
Contributions and grants received
$25,854
Grants paid
$52,374
Program service revenue
$0
Investment income
$108,587
Other revenue
$0
Total assets, end of year
$4,813,401
Total liabilities, end of year
$29,299
Net assets or fund balances, end of year
$4,784,102
Program services expenses (Part IX)
$52,374
Management and general expenses
$19,727
Fundraising expenses
$0
Program service expenses (Part III)
$52,374

Program services were 72.6% 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.

  • 1f · All other contributions, gifts and grants

    $25,854

  • 3 · Investment income

    total $75,504 · excluded $75,504

  • 7a · Gross sales of assets other than inventory

    securities $33,083

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

    securities $0

  • 7c · Gain or loss

    securities $33,083

  • 7d · Net gain or loss

    total $33,083 · related or exempt $33,083

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $25,874 · program services $25,874

  • 2 · Grants to domestic individuals

    total $26,500 · program services $26,500

  • 11a · Fees: management

    total $6,000 · management and general $6,000

  • 11c · Fees: accounting

    total $8,830 · management and general $8,830

  • 23 · Insurance

    total $55 · management and general $55

  • 24a · Other expenses: BANKING FEES

    total $4,782 · management and general $4,782

  • 24b · Other expenses: BUSINESS LICENSES, TAXE

    total $60 · management and general $60

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,134,869 · end of year $1,117,643

  • 11 · Investments: publicly traded securities

    beginning of year $3,285,676 · end of year $3,695,758

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,008 · end of year $18,787

  • 25 · Other liabilities

    beginning of year $5,714 · end of year $10,512

  • 27 · Net assets without donor restrictions

    beginning of year $4,118,470 · end of year $4,509,686

  • 28 · Net assets with donor restrictions

    beginning of year $281,353 · end of year $274,416

Mission and programs · 2024

Mission

THE ORGANIZATION'S SPECIFIC AND PRIMARY PURPOSE IS TO ESTABLISH, RECEIVE AND MAINTAIN FUNDS FOR THE SUPPORT OF CATHOLIC ELDERLY SERVICES WITHIN THE ARCHDIOCESE OF MIAMI.

  • THE FOUNDATION SUPPORTS THE PATIENTS AND RESIDENTS OF THE CATHOLIC HEALTH SERVICES ORGANIZATION AS WELL AS ITS EMPLOYEES AND COMMUNITY: PROVIDES GRANTS TO EMPLOYEES FOR URGENT NEEDS, PURCHASES OF MEDICAL EQUIPMENT FOR RESIDENTS AND SPONSORSHIP OF COMMUNITY EVENTS.

    Expenses $52,374 · Grants $52,374

As filed on the 2024 return.

Listed in Part VII

  • Ralph Lawson

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Sr Elizabeth A Worley Ssj Sr

    VICE CHAIR/SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • John Farrey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dr Patrick A Taylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Patricia Palamara

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dr Manuel P Anton III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Christopher Catallo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Victor Romano PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Julie Staub

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Laura Wilson

    CFO

    Total calculated
    $332,630
    From this org
    $0
    From related orgs
    $304,008
    Other
    $28,622
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,008 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,824 related
    Nontaxable benefits
    $0 + $9,798 related
    Filer's total
    $0 + $332,630 related
  • Brian Kiedrowski

    CMO

    Total calculated
    $456,959
    From this org
    $0
    From related orgs
    $416,849
    Other
    $40,110
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $416,849 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $29,151 related
    Nontaxable benefits
    $0 + $10,959 related
    Filer's total
    $0 + $456,959 related
  • J Patrick Fitzgerald

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Mary Jo Frick

    PRESIDENT/CEO

    Total calculated
    $510,978
    From this org
    $0
    From related orgs
    $468,355
    Other
    $42,623
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $468,355 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,890 related
    Nontaxable benefits
    $0 + $17,733 related
    Filer's total
    $0 + $510,978 related
  • Aristides Pallin

    FORMER PRESIDENT/CEO

    Total calculated
    $368,723
    From this org
    $0
    From related orgs
    $336,176
    Other
    $32,547
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $336,176 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $25,376 related
    Nontaxable benefits
    $0 + $7,171 related
    Filer's total
    $0 + $368,723 related
  • David D'Amico

    FORMER CFO

    Total calculated
    $120,561
    From this org
    $0
    From related orgs
    $100,147
    Other
    $20,414
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $100,147 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $20,096 related
    Nontaxable benefits
    $0 + $318 related
    Filer's total
    $0 + $120,561 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 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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)

PART I, LINE 4A
ARISTIDES PALLIN - $117,308

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
2024
Filed
13 August 2026
IRS schema version
2024v5.5
Source object
202622259349302952

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