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← CATHOLIC CHARITIES INDIANAPOLIS INC

Form 990 for tax year 2023

Filed by CATHOLIC CHARITIES INDIANAPOLIS INC.

What the amendment changed

Compared with the return it replaced , filed 27 March 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$13,900,483
Total expenses
$8,760,834
Contributions and grants received
$11,923,589
Grants paid
$1,833,014
Program service revenue
$1,683,908
Investment income
$228,676
Other revenue
$64,310
Total assets, end of year
$18,352,231
Total liabilities, end of year
$621,956
Net assets or fund balances, end of year
$17,730,275
Program services expenses (Part IX)
$8,250,272
Management and general expenses
$368,302
Fundraising expenses
$142,260
Program service expenses (Part III)
$8,250,272

Program services were 94.2% 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

    $491,348

  • 1c · Fundraising events

    $8,794

  • 1d · Related organizations

    $288,833

  • 1e · Government grants (contributions)

    $3,448,175

  • 1f · All other contributions, gifts and grants

    $7,686,439

  • 1g · Noncash contributions included above

    $154,675

  • 2a · Program service revenue: Medicare/Medicaid

    total $270,503 · related or exempt $270,503

  • 2b · Program service revenue: Indiv & Family Services, School Social Work, and Immigration

    total $1,306,455 · related or exempt $1,306,455

  • 2c · Program service revenue: Adoption Revenues

    total $106,950 · related or exempt $106,950

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $228,676 · related or exempt $228,676

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: gross income

    $1,903

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

    $8,794

  • 8b · Fundraising events: direct expenses

    $44

  • 8c · Net income from fundraising events

    total $1,859 · excluded $1,859

  • 11a · Other revenue: Proceeds from Insurance Claim

    total $44,727 · related or exempt $44,727

  • 11b · Other revenue: Miscellaneous Revenue - sale of asset

    total $17,724 · related or exempt $17,724

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $62,451

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $97,000 · program services $97,000

  • 2 · Grants to domestic individuals

    total $1,736,014 · program services $1,736,014

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 7 · Other salaries and wages

    total $4,365,410 · program services $4,034,477 · management and general $250,899 · fundraising $80,034

  • 8 · Pension plan contributions

    total $165,581 · program services $161,380 · management and general $4,201

  • 9 · Other employee benefits

    total $574,523 · program services $563,216 · management and general $11,307

  • 10 · Payroll taxes

    total $321,914 · program services $298,319 · management and general $17,977 · fundraising $5,618

  • 11a · Fees: management

    total $231 · program services $231

  • 11c · Fees: accounting

    total $21,806 · management and general $21,806

  • 11g · Fees: other

    total $251,038 · program services $250,264 · management and general $774 · fundraising $0

  • 12 · Advertising and promotion

    total $22,168 · program services $4,952 · fundraising $17,216

  • 13 · Office expenses

    total $120,435 · program services $67,311 · management and general $16,112 · fundraising $37,012

  • 14 · Information technology

    total $94,915 · program services $63,811 · management and general $30,180 · fundraising $924

  • 16 · Occupancy

    total $236,015 · program services $236,015

  • 17 · Travel

    total $169,153 · program services $168,287 · management and general $789 · fundraising $77

  • 19 · Conferences, conventions and meetings

    total $25,217 · program services $22,315 · management and general $2,691 · fundraising $211

  • 22 · Depreciation, depletion and amortization

    total $309,020 · program services $309,020

  • 23 · Insurance

    total $417 · program services $417

  • 24a · Other expenses: Bad Debt Expense

    total $66,353 · program services $66,353

  • 24b · Other expenses: Repairs and Maintenance

    total $63,972 · program services $63,972

  • 24c · Other expenses: Program Expenses

    total $55,177 · program services $54,886 · management and general $291

  • 24d · Other expenses: Volunteer Expense

    total $37,736 · program services $37,736

  • 24e · All other expenses

    total $26,739 · program services $14,296 · management and general $11,275 · fundraising $1,168

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,723,318 · end of year $3,300,027

  • 2 · Savings and temporary cash investments

    beginning of year $5,049,612 · end of year $5,665,677

  • 3 · Pledges and grants receivable

    beginning of year $140,204 · end of year $90,776

  • 4 · Accounts receivable

    beginning of year $1,307,849 · end of year $1,253,420

  • 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

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,110 · end of year $0

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

    $4,825,106

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

    $3,439,992

  • 10c · Land, buildings and equipment, net

    beginning of year $1,639,083 · end of year $1,385,114

  • 11 · Investments: publicly traded securities

    beginning of year $2,280,591 · end of year $6,657,217

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $271,028 · end of year $379,620

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $654,113 · end of year $242,336

  • 27 · Net assets without donor restrictions

    beginning of year $10,547,617 · end of year $11,798,748

  • 28 · Net assets with donor restrictions

    beginning of year $1,671,009 · end of year $5,931,527

Mission and programs · 2023

Mission

The staff and volunteers of Catholic Charities Indianapolis are called by the Gospel to uphold the dignity of all people. Guided by Catholic social teaching, we consider it a privilege to deliver compassionate and caring service to help and empower those in need.

  • The Refugee Resettlement and Employment program and Immigration Legal Services program together served 2,740 clients in 2024. The department provided basic needs, educational training and enrollment, employment placement, health services intensive case management, art therapy, legal counseling and more across the city. The Refugee Resettlement and Employment Service program served 1, 560 clients. Resettlement Services provides initial services to refugees, asylees and entrants (as defined by the Office of Refugee Resettlement/DHS) who have fled their homeland, livelihoods, and belongings. The comprehensive services including housing, food, access to health care, transportation and education that includes school enrollment services, English as a second language (ESL) classes, employment, and orientation to a new culture. Orientation classes include presentations from local partners, like IMPD, Indiana Department of Health, local college, libraries and civic institutions. In addition, RIS offers Art Therapies (Art Movement, Music, Painting and Theater) to promote self-awareness and to develop coping skills and a sense of empowerment through processing their experiences. If further counseling is needed, clients are referred to internal and external counseling programs. Resettlement Services aims to reestablish a person's entire life. Employment Services provides wraparound services to develop a self-sufficiency pathway. Each adult and family receives a self-sufficiency plan to address education levels/goals, employment readiness skills, employment placement, and obstacles to employment (training, childcare, transportation, language and attire). Staff work with clients help them enter the workforce and become more self-sufficient. We offer job readiness classes, conducted at several sites around Indianapolis, in which our clients learn about American work culture, applying for jobs, successful interviewing and the transition into full-time employment, among other topics. We also assist clients with job placement, working with employers in and around Indianapolis so that each client has access to gainful employment. RIS staff have a strong relationship with employers to work through employment issues, including language and documentation. In addition, the program works closely with community providers, like the Indiana Bureau of Motor Vehicles to ensure clients have state IDs and/or driver licenses. For those needing training on how to use public transportation, the program offers one-on-one bus training on the IndyGo system. The Refugee Immigration Legal Department served 1,180 clients. The Legal Services Department provides a robust variety of immigration legal representation services. These services include: Family-based Petitions, Consular Processing, Adjustment of Status, DACA Renewal, DACA Advanced Parole, Removal of Conditional Residence, Naturalization, Citizenship preparation, Fiance Visas, Work Permit Renewal, Green Card renewal, 131 Travel Document and re-entry permits, Affirmative Asylum, Refugee/Asylee based 730's, U Visas, TPS, SIJs, and FOIA requests

    Expenses $3,231,083 · Grants $1,017,673 · Revenue $108,552

  • Holy Family Shelter, an emergency shelter for homeless families, addresses the increasing demand for emergency shelter in Indianapolis and central Indiana by providing residential services designed to move homeless families to permanent housing and self-sufficiency. The emergency shelter provides a secure and supportive environment where families and their children in crisis receive essential resources, including food, shelter, and basic necessities, to begin their journey toward stability and healing. The cornerstone of the services is the case management where comprehensive services to assist families in setting goals and priorities, obtaining life skills such as budgeting, communication skills, parenting, stress management and more as families begin their journey to permanent housing. As part of the shelter's services, assistance in the form of sustaining, support, and diversion is offered to homeless families who are unable to enter the shelter system due to a severe lack of emergency shelter space for families in Indianapolis. Additionally, these supportive services are offered to families who move into new housing from the emergency shelter but face the most complex challenges and have serious, persistent issues that can quickly lead to falling back into homelessness if not supported. The combination of housing and comprehensive case management has proven to be an effective and cost-effective way to help homeless families maintain permanent housing while living a more stable, productive life. It is the goal of Holy Family Shelter that all families attain permanent housing as quickly as possible (Housing First) and are then able to sustain and retain stability, self-sufficiency, and long-term permanent housing, and not return to homelessness. Between January 1, 2024, and December 31, 2024 Holy Family Shelter served 241 families (773 individuals) comprised of 276 adults and 497 children.

    Expenses $1,585,666 · Grants $231,144

  • School Social Work: Since 1967, the School Social Work Program has been providing counseling, consultation and referral services, crisis intervention, and classroom preventive education programs to students in parochial schools in the Indianapolis Metropolitan area. Schools purchase the services of the program from one to four days per week. Program staff takes a strengths-based approach to their work with students and families. While acknowledging obstacles and deficits, the school social worker helps students identify and build upon strengths to successfully achieve goals. The school social worker is seen as part of a team, working with school staff, parents or guardians, and students to promote academic success, emotional well-being, and positive personal relationships. Currently, the program serves 24 Catholic schools (2 high schools and 22 grade schools). During the 2023-24 fiscal year, 4122 students received services through the program. Services included individual and group counseling, parent meetings, goal setting and progress monitoring, CPS reporting, and community mental health referrals. 541 middle school students developed skills that help them enhance their self-esteem, develop problem-solving abilities, reduce stress and anxiety, and manage anger for better mental health. 3852 students acquired and applied the knowledge, skills, and attitudes to develop healthy identities, manage emotions and achieve personal and collective goals, establish, and maintain supportive relationships, and make responsible and caring decisions.

    Expenses $1,204,285 · Revenue $1,070,111

  • Catholic Charities Indianapolis, Inc. offers other program services to benefit those in need including pregnancy and adoption, counseling and mental health services, contributions to Catholic Charities Bloomington mental health services, senior services and other basic needs.

    Expenses $2,229,238 · Grants $584,197 · Revenue $505,245

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Bethuram

    Executive Director

    Total calculated
    $142,856
    From this org
    $0
    From related orgs
    $124,951
    Other
    $17,905
    Hours/week
    2 + 35 related

  • Dcn Brad Anderson

    Board Vice President

    Total calculated
    $0
    Hours/week
    2

  • Mark Sullivan

    Board President

    Total calculated
    $0
    Hours/week
    2

  • Nicole Nalor

    Board Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Tom Hirschauer

    Board Secretary

    Total calculated
    $0
    Hours/week
    2

  • Alan Bercovitz

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Carrie Hagovsky

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jake Stamper

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Judy Colby

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mercy Obeime

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Michael Smith

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Patrick Jerrell

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sidney Eisgruber

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • William Spangler

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Brian Burkert

    Treasurer

    Total calculated
    $167,317
    From this org
    $0
    From related orgs
    $134,499
    Other
    $32,818
    Hours/week
    2 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $134,499 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $32,818 related
    Filer's total
    $0 + $167,317 related

  • Msgr William Stumpf

    Vice President

    Total calculated
    $40,312
    From this org
    $0
    From related orgs
    $39,112
    Other
    $1,200
    Hours/week
    2 + 35 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 · 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

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
The individual exceeding $150,000 is employed by a related organization. The related organization reviews all wages in conjunction with the annual budgeting process. This budgeting process dictates a standard raise % for all employees, including management. The standard raise % is approved by the Finance Council and Archbishop. Any non-standard raises for management would be approved by the Archbishop.

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
1 April 2025
IRS schema version
2023v6.0
Source object
202530919349300438

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