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← CATHOLIC CHARITIES INC

Form 990 for tax year 2024

Filed by CATHOLIC CHARITIES INC.

Totals

Total revenue
$11,188,237
Total expenses
$10,444,696
Contributions and grants received
$2,151,656
Grants paid
$42,763
Program service revenue
$7,652,557
Investment income
$574,858
Other revenue
$809,166
Total assets, end of year
$26,951,557
Total liabilities, end of year
$4,157,631
Net assets or fund balances, end of year
$22,793,926
Program services expenses (Part IX)
$8,231,297
Management and general expenses
$1,845,097
Fundraising expenses
$368,302
Program service expenses (Part III)
$8,231,297

Program services were 78.8% 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

    $228,245

  • 1c · Fundraising events

    $80,160

  • 1f · All other contributions, gifts and grants

    $1,843,251

  • 1g · Noncash contributions included above

    $250,057

  • 2a · Program service revenue: RESTORING LIVES

    total $2,452,382 · related or exempt $2,452,382

  • 2b · Program service revenue: FAMILY SERVICES

    total $2,241,928 · related or exempt $2,241,928

  • 2c · Program service revenue: INTELLECTUAL AND DEVELOPMENTAL DI

    total $2,022,992 · related or exempt $2,022,992

  • 2d · Program service revenue: AGING SERVICES

    total $935,255 · related or exempt $935,255

  • 3 · Investment income

    total $441,270 · excluded $441,270

  • 7a · Gross sales of assets other than inventory

    securities $1,667,018

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

    securities $1,533,430

  • 7c · Gain or loss

    securities $133,588

  • 7d · Net gain or loss

    total $133,588 · excluded $133,588

  • 8a · Fundraising events: gross income

    $26,037

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

    $80,160

  • 8b · Fundraising events: direct expenses

    $21,515

  • 8c · Net income from fundraising events

    total $4,522 · excluded $4,522

  • 9a · Gaming: gross income

    $2,635

  • 9b · Gaming: direct expenses

    $1,030

  • 9c · Net income from gaming

    total $1,605 · excluded $1,605

  • 11a · Other revenue: MEMBER DISTRIBUTION

    total $700,000 · excluded $700,000

  • 11b · Other revenue: MANAGEMENT SERVICES

    total $74,000 · excluded $74,000

  • 11d · All other revenue

    total $29,039 · excluded $29,039

  • 11e · Other revenue, total

    $803,039

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $15,000 · program services $15,000

  • 2 · Grants to domestic individuals

    total $27,763 · program services $27,763

  • 5 · Compensation of officers, directors and key employees

    total $191,798 · management and general $191,798

  • 7 · Other salaries and wages

    total $5,732,076 · program services $4,678,124 · management and general $863,740 · fundraising $190,212

  • 8 · Pension plan contributions

    total $164,717 · program services $130,078 · management and general $29,350 · fundraising $5,289

  • 9 · Other employee benefits

    total $696,260 · program services $549,842 · management and general $124,062 · fundraising $22,356

  • 10 · Payroll taxes

    total $459,743 · program services $363,062 · management and general $81,919 · fundraising $14,762

  • 11b · Fees: legal

    total $28,635 · management and general $28,635

  • 11c · Fees: accounting

    total $59,641 · management and general $59,641

  • 11f · Fees: investment management

    total $70,799 · management and general $70,799

  • 11g · Fees: other

    total $195,790 · program services $186,235 · management and general $9,359 · fundraising $196

  • 12 · Advertising and promotion

    total $82,092 · program services $27,652 · management and general $26,805 · fundraising $27,635

  • 13 · Office expenses

    total $62,854 · program services $46,056 · management and general $8,178 · fundraising $8,620

  • 14 · Information technology

    total $301,637 · program services $271,992 · management and general $1,057 · fundraising $28,588

  • 16 · Occupancy

    total $1,113,525 · program services $851,433 · management and general $226,999 · fundraising $35,093

  • 17 · Travel

    total $90,281 · program services $85,344 · management and general $4,924 · fundraising $13

  • 19 · Conferences, conventions and meetings

    total $33,107 · program services $25,024 · management and general $7,983 · fundraising $100

  • 20 · Interest

    total $16,041 · program services $14,728 · management and general $1,313

  • 22 · Depreciation, depletion and amortization

    total $255,608 · program services $211,107 · management and general $44,501

  • 23 · Insurance

    total $121,486 · program services $105,879 · management and general $13,176 · fundraising $2,431

  • 24a · Other expenses: FOOD AND HOUSEHOLD

    total $374,493 · program services $374,493

  • 24b · Other expenses: CLIENT ASSISTANCE AND R

    total $110,661 · program services $110,661

  • 24c · Other expenses: CLIENT USE SUPPLIES

    total $89,803 · program services $89,803

  • 24d · Other expenses: MISCELLANEOUS

    total $70,936 · program services $24,396 · management and general $14,573 · fundraising $31,967

  • 24e · All other expenses

    total $79,950 · program services $42,625 · management and general $36,285 · fundraising $1,040

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $562,123 · end of year $1,238,581

  • 2 · Savings and temporary cash investments

    beginning of year $724,821 · end of year $985,939

  • 3 · Pledges and grants receivable

    beginning of year $118,342 · end of year $10,200

  • 4 · Accounts receivable

    beginning of year $1,131,458 · end of year $637,925

  • 9 · Prepaid expenses and deferred charges

    beginning of year $175,842 · end of year $184,557

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

    $6,508,259

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

    $1,511,794

  • 10c · Land, buildings and equipment, net

    beginning of year $4,940,097 · end of year $4,996,465

  • 11 · Investments: publicly traded securities

    beginning of year $12,960,658 · end of year $14,077,818

  • 12 · Investments: other securities

    beginning of year $556,727 · end of year $575,242

  • 13 · Investments: program-related

    beginning of year $2,676,519 · end of year $2,942,625

  • 15 · Other assets

    beginning of year $940,977 · end of year $1,302,205

  • 17 · Accounts payable and accrued expenses

    beginning of year $421,903 · end of year $538,439

  • 19 · Deferred revenue

    beginning of year $1,655 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $2,412,674 · end of year $2,313,645

  • 25 · Other liabilities

    beginning of year $953,689 · end of year $1,305,547

  • 27 · Net assets without donor restrictions

    beginning of year $18,291,545 · end of year $20,625,571

  • 28 · Net assets with donor restrictions

    beginning of year $2,706,098 · end of year $2,168,355

Mission and programs · 2024

Mission

THE MISSION OF CATHOLIC CHARITIES IS TO DEMONSTRATE CHRIST'S LOVE AND JUSTICE BY CARING IN FAITH FOR THE HUMAN FAMILY.

Activities or mission (Part I)

SEE SCHEDULE O.

  • RESTORING LIVES - INCLUDES BEACON DAY RESOURCE CENTER AND 5 DOOR RECOVERY CENTER. RESTORING LIVES SERVICE AREA SERVED 3,341 CLIENTS THROUGH THE BEACON AND 5 DOOR RECOVERY PROGRAMS. THE BEACON, OPEN 7 DAYS A WEEK, PROVIDES A SAFE ENVIRONMENT DURING THE DAY TO INDIVIDUALS FACING HOMELESSNESS. THE BEACON PROVIDES SPACE TO PARTNER AGENCIES WHO SPECIALIZE IN EMPLOYMENT, BENEFITS, VETERAN AFFAIRS, AODA, LEGAL ISSUES, MEDICAL AND MENTAL HEALTH NEEDS AND A VARIETY OF OTHER SERVICES. VOLUNTEERS ARE INTEGRAL TO THE OPERATION OF THE BEACON. 243 VOLUNTEERS PROVIDED 12,324 VOLUNTEERS HOURS ASSISTING WITH SHOWERS, LAUNDRY, COMPUTER LAB, STAFFING WELCOME DESK AND SERVING LUNCH. 5 DOOR RECOVERY, A 20 BED COMMUNITY BASED RESIDENTIAL FACILITY, PROVIDES ASSESSMENT, MONITORING AND TREATMENT TO ADULTS WITH SEVERE SUBSTANCE USE DISORDERS WITH CO-OCCURRING MENTAL HEALTH ISSUES. THE GOAL IS TO PROVIDE EDUCATION, SUPPORT AND STRUCTURE TO ASSIST CLIENTS WITH ATTAINING AND MAINTAINING SOBRIETY.

    Expenses $3,072,263 · Grants $19,763 · Revenue $2,452,382

  • FAMILY SERVICES - INCLUDES BUILDING BRIDGES, FACE KIDS, SCHOOL AND YOUTH COUNSELING. FAMILY SERVICE AREA SERVED 1,042 CLIENTS THROUGH BUILDING BRIDGES (BB), FACE KIDS, PARISH SCHOOL COUNSELING, STUDENT WELLNESS AND YOUTH WELLNESS PROGRAMS. THROUGH BB, A COLLABORATION WITH DANE COUNTY HUMAN SERVICES AND AREA SCHOOL DISTRICTS A TEAM OF TWO MENTAL HEALTH AND/OR SOCIAL WORK PROFESSIONALS PROVIDES 90 DAY CRISIS STABILIZATION AND PREVENTION SERVICES TO STUDENTS IN GRADES 4K-9 WITH IMMEDIATE MENTAL HEALTH NEEDS AS WELL AS THEIR FAMILY AND THEIR SCHOOL TEAM. FACE KIND PROVIDES SOCIAL-EMOTIONAL WELLNESS GROUPS FOR DANE COUNTY YOUTH IN GRADES K-12. PARISH SCHOOL COUNSELING PROVIDES SUPPORTING COUNSELING, GUIDANCE CLASSES AND CONSULTATION AT CATHOLIC SCHOOLS WHO CONTRACT THE SERVICE. STUDENT WELLNESS PROVIDES SOCIAL-EMOTIONAL WELLNESS SUPPORT TO STUDENTS IN 4K-12 EMPLOYING MASTER LEVEL MENTAL HEALTH CLINICIANS WHO WORK WITH SCHOOL STAFF TO DESIGN AND IMPLEMENT STUDENT WELLNESS SERVICES. YOUTH WELLNESS PROVIDES BEHAVIORAL HEALTH SUPPORT AND REFERRAL SERVICES TO 3RD-6TH GRADE STUDENTS ATTENDING AFTER SCHOOL COMMUNITY CENTER PROGRAMMING AT THE DEERFIELD COMMUNITY CENTER.

    Expenses $1,987,126 · Grants $23,000 · Revenue $2,241,928

  • INTELLECTUAL AND DEVELOPMENTAL DISABILITIES SERVICES - INCLUDES COMMUNITY LIVING AND COMMUNITY CONNECTIONS. INTELLECTUAL & DEVELOPMENTAL DISABILITY SERVICE AREA SERVED 89 CLIENTS THROUGH COMMUNITY CONNECTIONS (COCO) AND COMMUNITY LIVING (CLP) PROGRAMS. COCO PROVIDES ADULTS WITH DEVELOPMENTAL DISABILITIES RESIDING IN ROCK COUNTY WHO HAVE BEEN IDENTIFIED AS THOSE WHO WOULD BENEFITS FROM SOCIAL, LEISURE AND RECREATIONAL ACTIVITIES RATHER THAN VOCATION ACTIVITIES WITH DAILY COMMUNITY INTEGRATION ACTIVITIES IN THE COMMUNITY AND AT THE PROGRAM FACILITY. CLP PROGRAM PROVIDES RESIDENTIAL SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES IN MARQUETTE AND GREEN LAKE COUNTIES IN 2 FOUR BED LICENSED ADULT FAMILY HOMES, 1 THREE PERSON HOME AND SEVERAL INDIVIDUAL CLIENTS WHO RESIDE IN THEIR OWN HOMES AND ARE SUPPORTED WITH DROP IN ASSISTANCE.

    Expenses $1,762,391 · Revenue $2,022,992

  • AGING SERVICES - INCLUDES ADULT DAY CENTER.

    Expenses $928,743 · Revenue $935,255

  • PARISH SOCIAL MINISTRIES - INCLUDES CARE TEAM MINISTRIES AND MOBILE FOOD PANTRIES.

    Expenses $480,774

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Patrick Flesch

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Megan McDermott

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Maryjo Steeber-Higgins

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • John Feller

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Fr Thomas Kelley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rosario Perez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Bennett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kyle Schwarm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tina Ahedo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michele Trewitt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Wrycha

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Msgr James Bartylla

    PERMANENT DIRECTOR (THRU JUNE)

    Total calculated
    $0
    Hours/week
    1

  • Fr Tait Schroeder

    PERMANENT DIRECTOR (BEG JULY)

    Total calculated
    $0
    Hours/week
    1

  • Bishop Donald Hying

    PERMANENT DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shawn Carney

    EXECUTIVE DIRECTOR

    Total calculated
    $191,798
    From this org
    $164,601
    From related orgs
    $0
    Other
    $27,197
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $163,611
    Bonus
    $0
    Other
    $990
    Deferred
    $12,500
    Nontaxable benefits
    $14,697
    Filer's total
    $191,798

  • Kelly Medenwaldt

    CHIEF PROGRAM DIRECTOR

    Total calculated
    $149,668
    From this org
    $121,603
    From related orgs
    $0
    Other
    $28,065
    Hours/week
    38

  • Sandra Lampman

    DIRECTOR OF MISSION EFFECTIVENESS

    Total calculated
    $156,199
    From this org
    $139,047
    From related orgs
    $0
    Other
    $17,152
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $137,640
    Bonus
    $0
    Other
    $1,407
    Deferred
    $7,860
    Nontaxable benefits
    $9,292
    Filer's total
    $156,199

  • Claudia Becker

    DIRECTOR OF FINANCE

    Total calculated
    $130,488
    From this org
    $121,671
    From related orgs
    $0
    Other
    $8,817
    Hours/week
    38

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 · Independent compensation consultant
  • 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

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.

  • ALL SAINTS ASSISTED LIVING CENTER INC

    501(C)(3) · OWN/OPERATE COMMUNITY BASED RESIDENTIAL FACILITY FOR THE AGED · WI · controlled entity

    Directly controlled by CATHOLIC CHARITIES INC DIOCESE OF MADISON

  • ALL SAINTS RETIREMENT CENTER INC

    501(C)(3) · OWN/OPERATE COMMUNITY BASED RESIDENTIAL FACILITY FOR THE AGED · WI · controlled entity

    Directly controlled by CATHOLIC CHARITIES INC DIOCESE OF MADISON

Provenance

Return type
form_990
Tax year
2024
Filed
28 October 2025
IRS schema version
2024v5.2
Source object
202513029349302516

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