2024-11-12T10:58:20-06:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 390807067 CATHOLIC CHARITIES INC DIOCESE OF MADISON CATH 6088268000 702 SOUTH HIGH POINT ROAD 201 MADISON WI 53719 SHAWN CARNEY EXECUTIVE DIRECTOR 6088268000 2024-11-08 1 1 MIKE HABLEWITZ CPA P01259157 6082744020 2024-11-08 2023 2024-10-15 13:58:12Z SHAWN CARNEY 702 SOUTH HIGH POINT ROAD 201 MADISON WI 53719 13893486 0 0928 X CATHOLICCHARITIESOFMADISON.ORG X 1963 WI TO PROMOTE THE SOCIAL WELL-BEING OF PEOPLE IN ACCORD WITH THE PRINCIPLES OF CATHOLIC SOCIAL & MORAL TEACHINGS ON A TOTALLY NON-DISCRIMINATORY BASIS, ACCORDING TO NEED, & WITH RESPECT FOR DIGNITY & THE RIGHT TO SELF DETERMINATION, THROUGH SOCIAL ACTION, DIRECT PROFESSIONAL SOCIAL SERVICES OF ALL KINDS TO FAMILIES & INDIVIDUALS, VOLUNTEER EFFORTS, & COOPERATION WITH OTHER COMMUNITY SOCIAL WELFARE ORGANIZATIONS & AGENCIES; & IN COMPLIANCE WITH THE MISSION STATEMENT, TO PROVIDE SERVICES TO CHILDREN, FAMILIES, THE AGING & DISABLED; TO FOSTER THOSE MEANS WHICH ARE ESSENTIAL TO A PERSON'S RIGHT TO LIFE & WHICH ARE NECESSARY & SUITABLE FOR THE PROPER DEVELOPMENT OF HUMAN LIFE, PRIMARILY FOOD, CLOTHING, SHELTER, REST, & THE NECESSARY SOCIAL SERVICES; TO HELP IDENTIFY THE SOCIAL WELFARE NEEDS OF PERSONS IN THE DIOCESE OF MADISON, TO CONVENE THE COMMUNITY, & TO PLAN THE ORDERLY DEVELOPMENT OF RESOURCES TO MEET THOSE NEEDS; TO WORK FOR SOCIAL JUSTICE & THE ELIMINATION & PREVENTION OF CONDITIONS 12 12 273 1743 0 0 2307664 1842226 10963069 10741488 396864 309551 2012887 884288 15680484 13777553 353517 340417 0 0 10242500 9980252 0 0 419361 3390136 3664183 13986153 13984852 1694331 -207299 24061671 24787564 4451200 3789921 19610471 20997643 X THE MISSION OF CATHOLIC CHARITIES IS TO DEMONSTRATE CHRIST'S LOVE AND JUSTICE BY CARING IN FAITH FOR THE HUMAN FAMILY. 0 0 4759521 0 4386706 DEVELOPMENTAL DISABILITIES - CATHOLIC CHARITIES SUPPORTS PERSONS WITH DEVELOPMENTAL DISABILITIES THROUGH RESIDENTIAL SERVICES AND COMMUNITY-BASED DAY SUPPORT. CATHOLIC CHARITIES PROVIDES SERVICES IN DANE, ROCK, MARQUETTE, AND GREEN LAKE COUNTIES. IN 2023, 105 INDIVIDUALS WERE SERVED. THE CLIENT OUTCOME FOR RESIDENTIAL SERVICES IN DANE COUNTY WAS 100% OF CLIENTS HAD THE OPPORTUNITY TO PARTICIPATE IN THE COMMUNITY. CLIENTS IN MARQUETTE AND GREEN LAKE COUNTY OUTCOMES INCLUDED: 100% OF CLIENTS FELT THEY WERE TREATED WITH DIGNITY AND RESPECT AND WERE SATISFIED WITH THE SERVICES PROVIDED. 99% MAINTAINED OR IMPROVED THEIR QUALITY OF LIFE. COMMUNITY-BASED DAY PROGRAM OUTCOMES IN ROCK COUNTY INCLUDED: 92% OF PARTICIPANTS REPORTED RECEIVING HIGH-QUALITY PROGRAMMING AND 100% OF PARTICIPANTS REPORTED BEING GIVEN THE CHOICE TO PARTICIPATE IN COMMUNITY ACTIVITIES DAILY. IN ADDITION, DAY PROGRAM PARTICIPANTS ACHIEVED 90% OF THEIR GOALS. 2383480 22150 2647247 SERVICES TO FAMILIES AND CHILDREN - CATHOLIC CHARITIES PROVIDES SERVICES FOR CHILDREN THROUGH PUBLIC AND PRIVATE SCHOOL COUNSELING, AFTER-SCHOOL COMMUNITY CENTER SUPPORT, AND ADOPTION AND PERMANENCY SUPPORT. IN 2023, 1,750 CHILDREN WERE SERVED. OUTCOMES INCLUDED: 94% OF STUDENTS IN THE FACE KIDS GROUP HAD AN INCREASED UNDERSTANDING OF HOW TO MANAGE THEIR PROBLEMS, 100% OF STUDENTS IN THE PARISH SCHOOL COUNSELING PROGRAM FOCUSED BETTER ON ACADEMIC SUBJECTS, 90% OF PARENTS IN THE BUILDING BRIDGES PROGRAM FELT MORE INCLUDED IN THEIR CHILD'S SCHOOL EXPERIENCE, 84% OF TEACHERS IN BEHAVIORAL HEALTH IN SCHOOLS HAD IMPROVED UNDERSTANDING OF HOW CHILDREN'S MENTAL HEALTH ISSUE IMPACT STUDENT BEHAVIOR AND LEARNING, AND 100% OF ADOPTION AND PERMANENCY SUPPORT FAMILIES AND PROFESSIONALS WHO ATTENDED A PROGRAM-SPONSORED TRAINING INCREASED THEIR KNOWLEDGE OF HOW TO STRENGTHEN ADOPTIVE FAMILIES. 1834859 318267 1284730 SERVICES TO HOMELESS PERSONS - CATHOLIC CHARITIES SUPPORTS INDIVIDUALS AND FAMILIES BY OPERATING A HOMELESS DAY RESOURCE CENTER AND HOUSING NAVIGATION SERVICES IN DANE COUNTY, OFFERING OUTPATIENT COUNSELING IN JEFFERSON COUNTY, AND SUPPORTING PARISH MOBILE FOOD PANTRIES IN SAUK, JEFFERSON, GRANT, LAFAYETTE, COLUMBIA, IOWA, GREEN, AND ROCK COUNTIES. IN 2023, 16,822 INDIVIDUALS WERE SERVED. OUTCOMES INCLUDED: 98% OF DAY RESOURCE CENTER GUESTS FELT TREATED WITH DIGNITY AND RESPECT, 240 HOUSEHOLDS RECEIVED FINANCIAL ASSISTANCE THROUGH HOUSING NAVIGATION'S QUICK MOVE-IN FUNDING, 100% OF COUNSELING CLIENTS REPORTED IMPROVED FUNCTIONING AT HOME, WORK, OR SCHOOL, AND 98% OF MOBILE FOOD PANTRY CLIENTS SAVED MONEY ON GROCERIES AND WERE ABLE TO PUT THEIR MONEY TOWARD OTHER NECESSITIES. 1374165 0 1388126 SERVICES FOR ALCOHOL AND OTHER DRUG ABUSE - CATHOLIC CHARITIES PROVIDES A MEDICALLY MONITORED 20-BED COMMUNITY-BASED RESIDENTIAL FACILITY FOR ADULTS WITH SEVERE SUBSTANCE USE DISORDERS WITH CO-OCCURRING MENTAL HEALTH ISSUES. EACH CLIENT RECEIVED UP TO 35 HOURS PER WEEK OF TREATMENT AND REMAINED IN TREATMENT FOR APPROXIMATELY 30 DAYS. IN 2023, 63% OF PARTICIPANTS COMPLETED TREATMENT SUCCESSFULLY. 1219914 0 1034679 SERVICES TO SENIORS - CATHOLIC CHARITIES PROVIDES SERVICES FOR PERSONS WHO ARE AGING THAT ALLOW THEM TO REMAIN INDEPENDENT AND IN THEIR OWN HOMES THROUGH IN-HOME COMPANION CARE, CARE TEAMS, AND AN ADULT DAY CENTER. IN 2023, 417 INDIVIDUALS WERE SERVED. OUTCOMES INCLUDED 97% OF COMPANIONCARE CLIENTS REMAINED IN THEIR OWN HOMES FOR 6 MONTHS OR MORE AFTER BEGINNING SERVICES, 100% OF CARE TEAM VOLUNTEERS REPORTED A FULFILLING VOLUNTEER EXPERIENCE, AND 95% OF PARTICIPANTS OF THE ADULT DAY CENTER CONTINUED LIVING SAFELY AND INDEPENDENTLY AT HOME. 2594079 0 2422805 11571939 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 0 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 30 0 273 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 WI X SHAWN CARNEY 6088268111 702 SOUTH HIGH POINT ROAD STE 201 MADISON WI 53719 BISHOP DONALD HYING PERMANENT BOARD MEMBER 1.00 X 0 0 0 FR THOMAS KELLEY DIRECTOR 1.00 X 0 0 0 ROSARIO PEREZ DIRECTOR 1.00 X 0 0 0 CHRISTOPHER ROE DIRECTOR 1.00 X 0 0 0 RICHARD BENNET DIRECTOR 1.00 X 0 0 0 JOHN FELLER DIRECTOR 1.00 X 0 0 0 TINA AHEDO DIRECTOR 1.00 X 0 0 0 MARYJO STEEBER-HIGGINS TREASURER 1.00 X X 0 0 0 MARY KAY BROOKS SECRETARY 1.00 X X 0 0 0 MEGAN MCDERMOTT VICE CHAIR 1.00 X X 0 0 0 PATRICK FLESCH CHAIR 1.00 X X 0 0 0 JAMES HARTLIEB IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 SHAWN CARNEY EXECUTIVE DIRECTOR 40.00 2.00 X 164940 0 25464 SANDRA LAMPMAN DIRECTOR OF MISSION EFFECTIVENESS 40.00 X 131755 0 15791 KELLY MEDENWALDT CHIEF PROGRAM DIRECTOR 40.00 X 123102 0 17034 KOSSI DOGBOVI HOME MANAGER 100.00 X 130546 0 12570 JUDITH NEWALLO ADV COMMUNITY SUPPORT SPECIALIST 114.00 X 144612 0 14761 ANTHONY KELLOGG COMMUNITY SUPPORT SPECIALIST 112.00 X 124304 0 250 819259 0 85870 8 0 1 0 ELEVITY- GORDON FLESCH CO INC BIN 8836 MILWAUKEE WI 532880236 IT SUPPORT 157238 LAKE CITY CATERING LLC 709 ATLAS AVE MADISON WI 53714 CATERED MEALS FOR PROGRAMS 137463 2 266435 73928 1501863 135973 1842226 DEVELOPMENTALLY DISABLED SERVICES 624310 4386706 4386706 FAMILY & CHILDREN SERVICES 624100 2647247 2647247 ALCOHOL AND OTHER DRUG ABUSE SERV 624100 1388126 1388126 HOMELESS SERVICES 624200 1284730 1284730 SENIOR SERVICES 624100 1034679 1034679 10741488 356618 356618 23000 70067 0 -70067 23000 -47067 -47067 61025 73928 45566 15459 15459 2175 300 1875 1875 MEMBER DISTRIBUTION 900099 770000 770000 MANAGEMENT SERVICES 541610 74050 74050 22904 22904 866954 13777553 10741488 0 1193839 12000 12000 328417 328417 190404 190404 7984690 6829740 938277 216673 214875 179514 29666 5695 950504 794082 131230 25192 639779 534492 88330 16957 31220 31220 69455 69455 48369 48369 292934 256938 25405 10591 89119 42512 23534 23073 445951 402395 32329 11227 299866 226608 45766 27492 831837 552591 216821 62425 117823 113650 4155 18 38594 30511 7983 100 147680 140641 5516 1523 287479 262245 19383 5851 120310 88745 29564 2001 CLIENT ASSISTANCE AND R 359142 359142 FOOD AND HOUSEHOLD 353124 353124 DUES AND FEES 35684 25789 8855 1040 95596 38803 47290 9503 13984852 11571939 1993552 419361 205012 562123 1978708 724821 294789 118342 1181206 1131458 223955 175842 6196283 1256186 4959246 4940097 11403177 12960658 54685 556727 2404529 2676519 1356364 940977 24061671 24787564 457123 421903 71816 1655 2509348 2412674 1412913 953689 4451200 3789921 X 16598524 18291545 3011947 2706098 19610471 20997643 24061671 24787564 X -207299 1322481 271990 X 0 1 X 1 0 X 11868151 9076066 7484387 2307664 1842226 32578494 11868151 9076066 7484387 2307664 1842226 32578494 3242191 29336303 126349 108814 115890 408441 356618 1116112 37365 16000 53365 33747971 37988729 0.86930 0.91460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING EVENTS - 2019 AMOUNT: $ 37,365. 2020 AMOUNT: $ 16,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 91893 27520 4223 123636 93951 -1958 100 91893 94040 -89 93951 92846 1194 94040 90019 2827 92846 0.00000 0.93380 0.06620 0 0 936500 936500 4028741 464852 3563889 270469 97325 173144 950573 694009 256564 10000 10000 4940097 INVESTMENT IN ALL SAINTS ASSISTED LIVING CENTER, INC. 2676519 C 2676519 PROVISION FOR CONTRACT REPAYMENT 6236 OPERATING LEASE LIABILITIES 868904 FINANCE LEASE LIABILITIES 78549 953689 15516013 1322481 177624 223621 1723726 13792287 -14734 -14734 13777553 14128841 177624 14734 192358 13936483 48369 48369 13984852 PART V, LINE 4: CCI ENDOWMENTS CONSIST OF ENDOWMENT FUNDS WITH DONOR-RESTRICTIONS. AS STIPULATED BY THE DONOR, THE INVESTMENTS ARE TO BE IN REGISTERED SECURITIES WHICH ARE THE OBLIGATION OF THE UNITED STATES OF AMERICA AND ONLY THE EARNINGS MAY BE USED IN PROGRAMS BENEFITING ADOPTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: SHARE OF NET INCOME OF SUBSIDIARIES 271,990. INVESTMENT FEES -48,369. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -14,434. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 9B -300. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 14,434. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 300. GOLF OUTING 84210 45810 38400 23793 5129 BEACON & EGGS 50743 28118 22625 7339 9305 134953 73928 61025 7339 23793 14434 45566 15459 1 SOCIETY OF ST VINCENT DE PAUL 2033 FISH HATCHERY ROAD MADISON WI 53725 390824876 501(C)(3) 12000 0 SUPPORT OF ESSENTIAL PANTRY 1 0 CLIENT ASSISTANCE 240 318267 ASSISTANCE FOR RENT, HOUSING, UTILITIES, FOOD AND SUPPLIES, AND HEALTH, HYGIENE, AND CLOTHING SCHOLARSHIPS 6 10150 PART I, LINE 2: DONATIONS TO OTHER ORGANIZATIONS ARE LIMITED TO THOSE EVENTS WHICH ALIGN WITH OUR MISSION AND PROGRAMS, AND REQUESTS FOR FUNDING UNDERGO REVIEW BY THE EXECUTIVE DIRECTOR AND LEADERSHIP TEAM. X X 0 0 0 0 0 0 0 0 0 SHAWN CARNEY EXECUTIVE DIRECTOR 163950 0 0 0 990 0 10500 0 14964 0 190404 0 0 0 JUDITH NEWALLO ADV COMMUNITY SUPPORT SPECIALIST 144612 0 0 0 0 0 7957 0 6804 0 159373 0 0 0 X 135673 DONOR VALUATION X RAFFLE PRIZES 1 300 SALE OF COMPARABLE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 4 THE PRESIDENT/CEO VOTING BOARD MEMBER WAS CHANGED TO EXECUTIVE DIRECTOR NON-VOTING EX-OFFICIO MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE BISHOP OF MADISON APPROVES BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B ALL ACTIONS OF THE BOARD OF DIRECTORS ARE SUBJECT TO CONFIRMATION BY THE BISHOP OF THE DIOCESE MADISON, OR IN HIS ABSENCE THE VICAR GENERAL, OR ADMINISTRATOR OF THE DIOCESE OF MADISON (DOM). THE BOARD OF DIRECTORS AT ALL TIMES SHALL INCLUDE THE BISHOP OF DIOCESE OF MADISON, OR HIS DESIGNEE, AND THE EXECUTIVE DIRECTOR OF CATHOLIC CHARITIES, AS VOTING EX-OFFICIO MEMBERS. NEW DIRECTORS SHALL BE ELECTED BY THE BOARD OF DIRECTORS, SUBJECT TO THE APPROVAL OF THE BISHOP OF DIOCESE OF MADISON. FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS THE ENTIRE FORM 990 AND INFORMS THE EXECUTIVE DIRECTOR OF ANY SIGNIFICANT ITEMS. AFTER THIS REVIEW, A COMPLETE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD FOR THEIR COMMENTS AND INPUT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C IF ANY DIRECTOR HAS A CONFLICT OF INTEREST, THAT DIRECTOR DISCLOSES HIS/HER CONFLICT OF INTEREST DURING THE DISCUSSION OF THE RELATED TRANSACTION AND IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE ANNUALLY CONDUCTS A PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR, REVIEWS COMPENSATION DATA FOR COMPARABLE POSITION, AND APPROVES THE COMPENSATION WITH AN OFFICIAL VOTE. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE PROVIDED TO ALL FUNDING SOURCES PER CONTRACT AND UPON REQUEST, AND TO OTHER PARTIES (CREDITORS, FOUNDATIONS, ETC.) UPON REQUEST. CATHOLIC CHARITIES DOES NOT MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: SHARE OF NET INCOME OF SUBSIDIARIES 271,990. ALL SAINTS ASSISTED LIVING CENTER INC 702 S HIGH POINT RD STE 201 MADISON WI 53719 260412813 OWN/OPERATE COMMUNITY BASED RESIDENTIAL FACILITY FOR THE AGED WI 501(C)(3) LINE 10 CATHOLIC CHARITIES INC DIOCESE OF MADISON 1 ALL SAINTS RETIREMENT CENTER INC 702 S HIGH POINT RD STE 201 MADISON WI 53719 201360810 OWN/OPERATE COMMUNITY BASED RESIDENTIAL FACILITY FOR THE AGED WI 501(C)(3) LINE 10 CATHOLIC CHARITIES INC DIOCESE OF MADISON 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 ALL SAINTS RETIREMENT CENTER INC S 430000 BOOK VALUE ALL SAINTS ASSISTED LIVING CENTER INC L 62000 BOOK VALUE ALL SAINTS ASSISTED LIVING CENTER INC S 340000 BOOK VALUE