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← CATHOLIC CHARITIES FOUNDATION

Form 990 for tax year 2024

Filed by CATHOLIC CHARITIES FOUNDATION.

Totals

Total revenue
$283,213
Total expenses
$584,279
Contributions and grants received
$209,162
Grants paid
$573,393
Program service revenue
$0
Investment income
$74,051
Other revenue
$0
Total assets, end of year
$14,092,072
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$14,092,072
Program services expenses (Part IX)
$573,393
Management and general expenses
$10,886
Fundraising expenses
$0
Program service expenses (Part III)
$573,393

Program services were 98.1% 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

    $209,162

  • 3 · Investment income

    total $74,051 · excluded $74,051

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $573,393 · program services $573,393

  • 11b · Fees: legal

    total $430 · management and general $430

  • 11c · Fees: accounting

    total $10,456 · management and general $10,456

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,445,114 · end of year $1,452,029

  • 3 · Pledges and grants receivable

    beginning of year $489,006 · end of year $166,500

  • 12 · Investments: other securities

    beginning of year $1,054,359 · end of year $56,010

  • 15 · Other assets

    beginning of year $9,944,720 · end of year $12,417,533

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,938 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $12,442,255 · end of year $13,925,572

  • 28 · Net assets with donor restrictions

    beginning of year $489,006 · end of year $166,500

Mission and programs · 2024

Mission

None

Activities or mission (Part I)

Receive, manage, and distribute funds to Catholic Charities of the Archdiocese of Dubuque

  • Catholic Charities Foundation is a separately incorporated part of the Archdiocese of Dubuque, a nonprofit religious corporation administering parishes, institutions, and organizations in northeastern Iowa. It receives, manages, and distributes funds to Catholic Charities of the Archdiocese of Dubuque.

    Expenses $573,393 · Grants $573,393

As filed on the 2024 return.

Listed in Part VII

  • Rev Msgr Thomas Toale

    Vice President

    Total calculated
    $33,766
    From this org
    $0
    From related orgs
    $33,766
    Other
    $0
    Hours/week
    40.7 + 1 related

  • Archbishop Thomas Zinkula

    President

    Total calculated
    $35,306
    From this org
    $0
    From related orgs
    $35,306
    Other
    $0
    Hours/week
    40.7 + 3 related

  • Mary Jo Pfeifer Wulf

    Secretary

    Total calculated
    $0
    Hours/week
    0.2 + 1 related

  • Sr Susan O'Connor RSM

    Treasurer until Aug

    Total calculated
    $0
    Hours/week
    0.2 + 0.5 related

  • Jerry Fox

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 0.5 related

  • Paul Lee

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 0.5 related

  • Terry Carpenter

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 0.5 related

  • Gabriela Veg-Bauerly

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 0.5 related

  • John Freund

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 0.5 related

  • Brian Harris

    Finance Officer

    Total calculated
    $146,440
    From this org
    $0
    From related orgs
    $139,084
    Other
    $7,356
    Hours/week
    1 + 49 related

  • Tracy Morrison

    Executive Director

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

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
15 September 2026
IRS schema version
2024v5.5
Source object
202602589349302195

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