2024-11-14T15:46:09-06:00 2023-12-31 831819454 VRAKAS ADVISORS LLC 6309 60TH STREET SUITE 200 KENOSHA WI 53144 990 2023-01-01 390806321 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC CATH 4147693420 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 RICARDO CISNEROS CHIEF OPERATING OFFICER 4147693420 2024-11-14 1 1 PETER J SINSKY P00031015 2627970400 2023 2024-10-15 13:58:12Z RICARDO CISNEROS 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 6096140 0 X WWW.CCMKE.COM X 1920 WI HELP TO BUILD A JUST AND CARING COMMUNITY BY PROVIDING SERVICES TO THOSE IN NEED. 14 14 70 370 0 0 5146299 5574722 731456 457544 -21475 59034 2011 4840 5858291 6096140 237249 25483 0 0 3759280 3930887 0 0 546856 2327127 1604061 6323656 5560431 -465365 535709 4488774 3800608 697367 690538 3791407 3110070 X TO SERVE THOSE IN NEED, TO ADVOCATE FOR JUSTICE AND TO CALL UPON OTHER TO DO THE SAME. 0 0 1463939 25483 457544 CATHOLIC CHARITIES BEHAVIORAL HEALTH/COUNSELING SERVICES IS A STATE CERTIFIED OUTPATIENT BEHAVIORAL HEALTH CLINIC PROVIDING ACCESSIBLE, CULTURALLY COMPETENT, HIGH QUALITY MENTAL HEALTH SERVICES FOR INDIVIDUALS, FAMILIES, CHILDREN AND COUPLES OF ALL FAITHS. ALL THERAPISTS ARE LICENSED TO PRACTICE IN THE STATE OF WISCONSIN AND BILINGUAL THERAPISTS ARE AVAILABLE AT ALL OF OUR SITES. WE SERVE ADULTS, CHILDREN AND FAMILIES WHO SUFFER FROM EMOTIONAL DISTRESS. 558124 CATHOLIC CHARITIES' OUTREACH CASE MANAGERS ARE COMMITTED TO HELPING INDIVIDUALS AND FAMILIES IN TIMES OF NEED. 919598 CATHOLIC CHARITIES IMMIGRATION AND REFUGEE INTEGRATION SERVICES WORKS WITH REFUGEE COMMUNITIES AND OTHER PARTNERS TO DESIGN PROGRAMS THAT LEVERAGE COMMUNITY ASSETS TO FACILITATE THE INTEGRATION OF REFUGEES AND IMMIGRANTS INTO COMMUNITIES ACROSS SOUTHEASTERN WISCONSIN. INTEGRATION IS AN ON-GOING PROCESS IN WHICH REFUGEES, IMMIGRANTS, AND MEMBERS OF THE RECEIVING SOCIETY GROW TOGETHER TO DEVELOP STRONG ECONOMIC, SOCIAL, CULTERAL, AND CIVIC CONNECTIONS. AS A RESULT, OUR COMMUNITIES ARE MORE SECURE, VIBRANT, AND COHESIVE. 1312682 OTHER PROGRAMS INSPIRED BY CATHOLIC SOCIAL TEACHINGS, HELP BUILD A JUST AND CARING COMMUNITY BY PROVIDING SOCIAL SERVICES TO THOSE IN NEED. THESE INCLUDE: OUTREACH/CASE MANAGEMENT SERVICES, AND ADOPTION/CHILD WELFARE SERVICES. 1312682 4254343 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 16 0 70 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X RICARDO CISNEROS 4147693400 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 ARCHBISHOP JEROME E LISTECKI PRESIDENT 1.00 X X 0 0 0 JOHN HERBERT 1ST VICE PRESIDENT AND CHAIRMAN 1.00 X X 0 0 0 DR JULIE SCHULLER 2ND VICE PRESIDENT AND VICE CHAIRMAN 1.00 X X 0 0 0 FATHER JUAN CAMACHO BOARD OF TRUSTEES 1.00 X 0 0 0 FATHER MATTHEW WIDDER BOARD OF TRUSTEES 1.00 X 0 0 0 JOHN MCGEE TREASURER 1.00 X X 0 0 0 MICHAEL ADAMS BOARD OF TRUSTEES 1.00 X 0 0 0 MICHEAL LASZKIEWICZ BOARD OF TRUSTEES 1.00 X 0 0 0 NICOLE SCHMIDT BOARD OF TRUSTEES 1.00 X 0 0 0 ROSANA MATEO BOARD OF TRUSTEES 1.00 X 0 0 0 VINCE BERES SECRETARY 1.00 X X 0 0 0 SHARON DEGUZMAN BOARD OF TRUSTEES 1.00 X 0 0 0 VEVETTE HILL-NWAGBARAOCHA BOARD OF TRUSTEES 1.00 X 0 0 0 JOHN KINSELLA BOARD OF TRUSTEES 1.00 X 0 0 0 RICARDO CISNEROS CHIEF OPERATING OFFICER 36.00 4.00 X 122286 0 21427 122286 0 21427 1 0 0 0 0 854756 56249 22000 4641717 5574722 PROGRAM SERVICE FEES 624100 457544 457544 457544 59034 59034 MISCELLANEOUS REVENUE 900099 4840 4840 4840 6096140 457544 0 63874 25483 25483 143713 143713 2981496 2532888 242327 206281 134032 112581 13796 7655 451741 391459 26573 33709 219905 180304 25487 14114 10972 20 2952 8000 37058 37058 247010 146810 68729 31471 14304 865 2894 10545 79250 62424 16492 334 71489 66442 5047 477353 448413 13983 14957 38911 34808 3078 1025 8046 1317 6729 3454 3454 40649 13506 27143 11709 10879 830 OTHER EXPENSES 195007 52295 95664 47048 OPERATIONS 180358 44935 6652 128771 LICENSES, MEMBERSHIPS 86191 41435 25462 19294 IN-KIND EXPENSES 83426 83426 18874 599 500 17775 5560431 4254343 759232 546856 1202122 1352183 571722 12369 1294791 1230369 199363 80121 69049 61382 1024186 943778 104965 80408 715060 748993 331702 234783 4488774 3800608 304901 416334 94759 73416 297707 200788 697367 690538 X 2579608 1807403 1211799 1302667 3791407 3110070 4488774 3800608 X 535709 10731 -1227777 X X 0 1 X 1 0 X 6113703 5821641 5369776 5146299 5569966 28021385 6113703 5821641 5369776 5146299 5569966 28021385 28021385 41174 220462 11410 5201 59034 337281 31010 42932 666975 2011 7615 750543 29109209 0.96260 0.96270 X SCHEDULE A, PART B, LINE 10, EXPLANATION FOR OTHER INCOME: MISCELLANEOUS 2019 AMOUNT: $31,010 2020 AMOUNT: $42,932 2021 AMOUNT: $666,975 2022 AMOUNT: $2,011 2023 AMOUNT: $4,840 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2278673 222613 2501286 2562995 -284322 2278673 2300044 262951 2562995 2108895 191149 2300044 1798764 310131 2108895 1.00000 0 1 1 10970 10970 199909 155942 43967 250293 224822 25471 563014 563014 0 80408 SECURITY DEPOSITS 5500 CEMETERY HOLDINGS 38324 RIGHT OF USE ASSETS 190959 234783 ASSET RETIREMENT OBLIGATION 9829 OPERATING LEASE LIABILITY 190959 200788 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE DONOR RESTRICTED, TO BE USED FOR THE BENEFIT OF CHILDREN, PERSONS WITH DISABILITIES, CRISIS PREGNANCIES AND THE ELDERLY WHO ARE IN NEED. PART X, LINE 2: CATHOLIC CHARITIES HAS RECEIVED NOTIFICATION THAT THEY QUALIFY AS TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) COVERED BY THE U.S. INTERNAL REVENUE SERVICE GROUP EXEMPTION LETTER OF THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS AND CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. 1 MEALS/FOOD ASSISTANCE 25483 PART I, LINE 2: THE AGENCY MONITORS THE USE OF GRANT FUNDS THROUGH A SERIES OF INTERNAL CONTROLS DESIGNED TO ENSURE COMPLIANCE WITH ALL TERMS OF THE GRANT. THERE ARE MULTIPLE LEVELS OF REVIEW AT BOTH PROGRAMMATIC AND ADMINISTRATIVE LEVELS WITHIN THE AGENCY TO ENSURE GRANT FUNDS ARE USED FOR COSTS THAT ARE ALLOWABLE, NECESSARY AND REASONABLE. ADDITIONALLY, OUTSIDE, INDEPENDENT AUDITORS PERFORM AN ANNUAL SINGLE AUDIT ON PROGRAMS RECEIVING GRANTS IN EXCESS OF $750,000 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF TRUSTEES HAVE APPROVED THE BYLAWS OF THE ORGANIZATION WHICH INCLUDE THE FORMATION OF AN "EXECUTIVE COMMITTEE". MEMBERS OF THIS COMMITTEE INCLUDE THE 1ST VICE PRESIDENT AND BOARD CHAIR, THE 2ND VICE PRESIDENT AND VICE-CHAIR, THE TREASURER AND THE SECRETARY. "SUCH EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS OF THE BOARD OF TRUSTEES WHICH MAY BE LAWFULLY DELEGATED IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THIS CORPORATION WHILE THE BOARD IS OUT OF SESSION, AND ALL ACTION BY THE SAID EXECUTIVE COMMITTEE SHALL BE SUBJECT TO THE APPROVAL OF THE BOARD OF TRUSTEES WHEN IT CONVENES." ARTICLE IV-6.1(A) FORM 990, PART VI, SECTION A, LINE 5 SUBSEQUENT TO DECEMBER 31, 2023, IT WAS DISCOVERED THAT AN EMPLOYEE OF THE ORGANIZATION HAD MADE FRAUDULENT DISBURSEMENTS WITH ORGANIZATION FUNDS. THE EMPLOYEE WAS TERMINATED IMMEDIATELY UPON THE DISCOVERY OF THE FRAUD AND THE ORGANIZATION HIRED A THIRD-PARTY TO PERFORM A FORENSIC INVESTIGATION. THIS IS REFLECTED ON THE RECONCILIATION OF CHANGES IN NET ASSETS AS NONRECURRING EXPENSES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED BY THE CHIEF OPERATING OFFICER TO THE BOARD OF TRUSTEE FINANCE COMMITTEE FOR THEIR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AS A CONDITION OF EMPLOYMENT, STAFF ARE REQUIRED TO DISCLOSE OPPORTUNITIES THEY HAVE WITH OTHER ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF OPERATING OFFICER COMPENSATION PROCESS IS CONDUCTED BY THE BOARD OF TRUSTEE EXECUTIVE COMMITTEE. THIS PROCESS INVOLVES AN ANNUAL PERFORMANCE AND COMPENSATION REVIEW. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS MADE AVAILABLE BY DIRECT REQUEST. THE MOST RECENT AUDITED FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE AGENCY. FORM 990, PART XI, LINE 9: NONRECURRING EXPENSES -1,227,777. FORM 990, PART XII, LINE 2C: NO CHANGES HAVE BEEN MADE TO THE PRIOR YEAR. CATHOLIC CHARITIES FOUNDATION 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 391231223 SUPPORT CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE WI 501(C)(3) LINE 12A, I CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 CATHOLIC CHARITIES FOUNDATION K 50050 FMV CATHOLIC CHARITIES FOUNDATION C 56249 CASH