2025-03-19T14:31:32-05:00 2024-06-30 430765316 RUBINBROWN LLP 7676 FORSYTH BLVD SUITE 2100 SAINT LOUIS MO 63105 990 2023-07-01 430811604 CARDINAL RITTER SENIOR SERVICES CARD 3149618000 7601 WATSON ROAD ST LOUIS MO 63119 CHRIS BAECHLE CHIEF EXECUTIVE OFFICER 3149618000 2025-03-17 1 1 KIMBERLY A RYAN P00829977 3142903300 2023 2025-03-06 01:10:19Z CHRIS BAECHLE 7601 WATSON ROAD ST LOUIS MO 63119 730528 0 X WWW.CARDINALRITTERSENIORSERVICES.ORG/ X 1966 MO TO BRING THE HEALING, HELP, AND HOPE OF JESUS CHRIST TO THOSE IN NEED WITH A COMPASSIONATE, CARING PRESENCE. 21 19 239 83 0 0 263988 350767 310055 365720 3167 3384 10657 10657 587867 730528 126677 116837 0 0 460851 500014 0 0 0 117746 119884 705274 736735 -117407 -6207 653043 672261 349146 374571 303897 297690 TO BRING THE HEALING, HELP, AND HOPE OF JESUS CHRIST TO THOSE IN NEED WITH A COMPASSIONATE, CARING PRESENCE. 0 0 226181 199327 THE FOSTER GRANDPARENTS PROGRAM IS A FEDERALLY FUNDED PROGRAM ESTABLISHED IN 1965 TO HAVE INDIVIDUALS 60 YEARS OR OLDER AND INCOME ELIGIBLE PROVIDE A STABLE, CARING, AND LOVING RELATIONSHIP WITH CHILDREN WHO HAVE SPECIAL OR EXCEPTIONAL NEEDS. VOLUNTEERS EXPERIENCE A SPECIAL JOY AND WARMTH THAT COMES FROM SHARING THEIR EXPERIENCES AND COMPASSION WITH CHILDREN. GRANDPARENTS VOLUNTEER 20 HOURS PER WEEK, 4 HOURS PER DAY, 5 DAYS A WEEK. 445044 116837 166393 CRSS HAS A DEDICATED SOCIAL SERVICES DEPARTMENT THAT PROVIDES SENIORS IN THE COMMUNITY WITH ACCESS TO EXTENSIVE SERVICES AND SUPPORT PROGRAMS, INFORMATION RESOURCES, AND REFERRAL SERVICES. SERVICES INCLUDE: GERIATRIC CASE MANAGEMENT, PROGRAMS FOR GRANDPARENTS ACTING AS PARENTS, SERVICES TO CONNECT SENIORS WITH FOOD AND SHELTER, FINANCIAL SUPPORT AND MANAGEMENT, PSYCHOLOGICAL AND MEDICAL RESOURCES AND COUNSELING. SOCIAL SERVICES ARE ALSO PROVIDED FOR THOSE IN CRSS SENIOR APARTMENT LIVING, ASSISTED LIVING, SKILLED NURSING FACILITY AND THOSE WHO LIVE IN THEIR OWN HOMES. 671225 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 57 0 239 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 19 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ARCHDIOCESE OF ST LOUIS FINANCE OFFICE 3147927127 20 ARCHBISHOP MAY DRIVE ST LOUIS MO 63119 CHRIS BAECHLE CEO/ASST SECRETARY 25.00 15.00 X X 202535 0 19602 JARED BRYSON EX-OFFICIO, CATHOLIC CHARITIES 1.00 60.00 X 0 193569 28263 JERRY RUMPH BOARD PRESIDENT 0.10 1.50 X X 0 0 0 SR RENITA BRUMMER BOARD VICE-PRESIDENT 0.10 1.50 X X 0 0 0 DR MIKE NASH BOARD SECRETARY 0.10 1.50 X X 0 0 0 DANIEL WIENSTROER BOARD TREASURER 0.10 1.50 X X 0 0 0 STEVEN AHILLEN BOARD MEMBER 0.10 1.50 X 0 0 0 MARK BURMESTER BOARD MEMBER 0.10 1.50 X 0 0 0 GWEN CABE BOARD MEMBER 0.10 1.50 X 0 0 0 JOHN CORICH BOARD MEMBER 0.10 1.50 X 0 0 0 THOMAS GREGORY BOARD MEMBER 0.10 1.50 X 0 0 0 BILL HOPFINGER BOARD MEMBER 0.10 1.50 X 0 0 0 DONNA PELIKAN BOARD MEMBER 0.10 1.50 X 0 0 0 TIM ROGAN BOARD MEMBER 0.10 1.50 X 0 0 0 GREG SAHRMANN BOARD MEMBER 0.10 1.50 X 0 0 0 GARY SCHUTTE BOARD MEMBER 0.10 1.50 X 0 0 0 ERNESTINE SHIVER-JONES BOARD MEMBER 0.10 1.50 X 0 0 0 KEN SLOAN BOARD MEMBER 0.10 1.50 X 0 0 0 ELIZABETH SMITH BOARD MEMBER 0.10 1.50 X 0 0 0 DAN STUTTE BOARD MEMBER 0.10 1.50 X 0 0 0 KIM WALDMAN BOARD MEMBER 0.10 1.50 X 0 0 0 JOE JANSEN CFO/COUNCIL MEMBER 25.00 15.00 X 136505 0 16426 339040 193569 64291 2 0 1 0 0 126545 18000 206222 21194 350767 FOSTER GRANDPARENT PRO 624100 199327 199327 SOCIAL SERVICES 624100 166393 166393 365720 3384 3384 INTEREST ON NOTES RECE 624100 10657 10657 10657 730528 365720 0 14041 116837 116837 8405 8405 401325 400376 949 14912 14912 54298 56698 -2400 21074 21074 15379 15379 6508 6508 50330 13691 36639 23957 23927 30 10260 10260 1015 1015 4385 4385 SUPPLIES AND EQUIPMENT 7966 7966 VOLUNTEER EXPENSE 84 84 736735 671225 65510 0 146489 206579 114856 63270 174 231 8850 8850 0 0 391524 402181 653043 672261 24579 29139 0 5790 324567 339642 349146 374571 X 190908 186239 112989 111451 303897 297690 653043 672261 -6207 0 X X 0 1 X 1 1 1 X 441072 380935 599824 263988 352092 2037911 441072 380935 599824 263988 352092 2037911 58130 1979781 1709 452 404 1467 3384 7416 11063 10657 10657 10657 10657 53691 2099018 1898146 0.94320 0.94720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8850 8850 0 0 DUE FROM ARCHDIOCESAN ENTITIES 402181 402181 DUE TO ARCHDIOCESAN ENTITIES 339642 339642 X PART X, LINE 2: THE INDIVIDUAL AGENCIES THAT COMPRISE THE ARCHDIOCESE ARE LISTED IN THE OFFICIAL CATHOLIC DIRECTORY AND, THEREFORE, ARE TAX-EXEMPT PUBLIC CHARITIES UNDER SECTION 501(C)(3) AND SECTION 509(A) OF THE INTERNAL REVENUE CODE, EXCEPT FOR HOLY INFANT & ST. JOSEPH ASSOCIATES, LP, ROSATI APARTMENTS, LP AND ST. JOHN NEUMANN ASSOCIATES, LP. HOLY INFANT & ST. JOSEPH ASSOCIATES, LP, ROSATI APARTMENTS, LP AND ST. JOHN NEUMANN ASSOCIATES, LP, ARE PARTNERSHIPS ESTABLISHED AS PASSTHROUGH ENTITIES FOR TAX PURPOSES. AS SUCH, THE ARCHDIOCESE CAN ONLY BE TAXED ON INCOME FROM ANY ACTIVITIES UNRELATED TO THEIR CHARITABLE PURPOSE. AT JUNE 30, 2024 AND 2023, THE ARCHDIOCESE HAD NOT IDENTIFIED ANY SUCH REVENUE; THEREFORE, NO TAX EXPENSE HAS BEEN RECORDED. THE ARCHDIOCESE DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. 1 CLOTHING 20 4596 FMV CLOTHING HOUSING/UTILITIES 215 65334 FMV RENT, MORTGAGE, UTILITIES AND HOME REPAIRS MEALS 64 11922 VOLUNTEER MEALS MEDICAL SERVICES/SUPPLIES 1 4 FMV MEDICAL/DENTAL SERVICES AND SUPPLIES OTHER 149 34981 FMV MISC ITEMS, FOOD, TRANSPORTATION, GIFT CARDS PART I, LINE 2: THE SPENDING OF FUNDS FOR AID TO INDIVIDUALS IS MONITORED BY THE ORGANIZATION THROUGH BUDGET ANALYSIS. 0 0 0 0 0 0 0 0 0 CHRIS BAECHLE CEO/ASST SECRETARY 202535 0 0 0 0 0 12144 0 7458 0 222137 0 0 0 JARED BRYSON EX-OFFICIO, CATHOLIC CHARITIES 0 193569 0 0 0 0 0 10059 0 18204 0 221832 0 0 JOE JANSEN CFO/COUNCIL MEMBER 136505 0 0 0 0 0 9547 0 6879 0 152931 0 0 0 PART I, LINE 3 THE ORGANIZATION REVIEWS A SALARY ADMINISTRATION PROGRAM, INCLUDING PAY GRADES AND RANGES, THAT IS PROVIDED BY CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST. LOUIS. ADDITIONALLY, THE ST. LOUIS AREA SALARY SURVEY REPORT ISSUED ANNUALLY BY THE AAIM MANAGEMENT ASSOCIATION IS REVIEWED WHEN PREPARING SALARY BUDGETS FOR THE FISCAL YEAR. THE ORGANIZATION ALSO REVIEWS NATIONAL AND LOCAL INFLATION RATES, INTERNAL FUNDING ABILITIES, AND PLANNED SALARY BUDGETS FOR THE ARCHDIOCESE OF ST. LOUIS. ANNUAL PERFORMANCE EVALUATIONS ARE ALSO REVIEWED WHEN DETERMINING SALARY INCREASES. FORM 990, PART VI, SECTION A, LINE 3 CARDINAL RITTER SENIOR SERVICES (CRSS) PAYS VENDORS THROUGH THE MANAGEMENT AGENT'S DISBURSEMENT SYSTEM FOR THE ORGANIZATION. THIS PROCEDURE WAS IMPLEMENTED FOR THE PURPOSE OF UTILIZING THE MOST COST EFFECTIVE METHOD TO CONSERVE THE ORGANIZATION'S PROCESSING COSTS AND TO PROVIDE INTERNAL CONTROLS TO SAFEGUARD ASSETS. CRSS PAYS ALL EXPENSES, SALARIES, AND FRINGE BENEFITS INCLUDING PAYROLL, FOR THE ORGANIZATION. IN ADDITION, THE FEDERAL W-2 FORMS FOR SALARIES AND PAYROLL TAX RETURNS ARE INCLUDED ON CRSS' RECORDS. THE ORGANIZATION REIMBURSES CRSS ON A REGULAR BASIS FOR THESE EXPENDITURES. THE ORGANIZATION PAYS A BOOKKEEPING FEE TO THE ARCHDIOCESE OF ST. LOUIS. ADDITIONALLY, A MANAGEMENT FEE IS PAID TO THE ST. LOUIS ARCHDIOCESE FUND (SLAF) FOR THE MANAGEMENT OF THE ORGANIZATION'S INVESTMENTS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST. LOUIS (CATHOLIC CHARITIES) WHICH HAS RESERVED POWERS OVER THE ORGANIZATION. THE ARCHBISHOP OF ST. LOUIS IS A MEMBER WITH RESERVED POWERS OVER CATHOLIC CHARITIES, BY WHICH THE ARCHBISHOP ALSO HAS RESERVED POWERS OVER THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS ONE MEMBER, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST. LOUIS (CATHOLIC CHARITIES), WHICH HAS RESERVED POWERS OVER THE ORGANIZATION. THE ARCHBISHOP OF ST. LOUIS ALSO HAS RESERVED POWERS OVER THE ORGANIZATION. THE ARCHBISHOP OF ST. LOUIS HAS THE AUTHORITY TO APPOINT UP TO 50% OF THE BOARD OF DIRECTORS AND TO APPROVE ALL CANDIDATES TO THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B AS THEY ARE MEMBERS WITH RESERVED POWERS, VARIOUS DECISIONS OF THE ORGANIZATION ARE SUBJECT TO APPROVAL BY CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST. LOUIS, AND THE ARCHBISHOP OF ST. LOUIS. ADDITIONALLY, THE AUDIT COMMITTEE OF THE ARCHDIOCESE OF ST. LOUIS IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT AUDITOR FOR ALL ARCHDIOCESAN ENTITIES. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE ORGANIZATION HAS PROVIDED A .PDF COPY OF THE FORM 990 TO THE MEMBERS OF THE GOVERNING BOARD VIA EMAIL PRIOR TO FILING OF THE TAX RETURN. THE EMAIL SENT TO THE GOVERNING BOARD REQUESTS THAT ALL MEMBERS REVIEW THE FORM 990 AS OF A SELECT DATE. ANY QUESTIONS AND COMMENTS ARE TO BE SENT TO THE CHIEF FINANCIAL OFFICER. ONCE ALL QUESTIONS/COMMENTS ARE REVIEWED/CLEARED BY THE CHIEF FINANCIAL OFFICER, THE FORM 990 IS ACCEPTED FOR FILING AND A REPRESENTATION LETTER IS SIGNED BY THE CHIEF EXECUTIVE OFFICER. AT THIS POINT, THE FORM 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C UPON MEMBERSHIP TO THE BOARD OF DIRECTORS, PERSONS ARE REQUIRED TO REVIEW AND SIGN A CONFLICT OF INTEREST POLICY. ADDITIONALLY, ALL OTHER OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION REVIEWS A SALARY ADMINISTRATION PROGRAM, INCLUDING PAY GRADES AND RANGES, THAT IS PROVIDED BY CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST. LOUIS. ADDITIONALLY, THE ST. LOUIS AREA SALARY SURVEY REPORT ISSUED ANNUALLY BY THE AAIM MANAGEMENT ASSOCIATION IS REVIEWED WHEN PREPARING SALARY BUDGETS FOR THE FISCAL YEAR. THE ORGANIZATION ALSO REVIEWS NATIONAL AND LOCAL INFLATION RATES, INTERNAL FUNDING ABILITIES, AND PLANNED SALARY BUDGETS FOR THE ARCHDIOCESE OF ST. LOUIS. ANNUAL PERFORMANCE EVALUATIONS ARE ALSO REVIEWED WHEN DETERMINING SALARY INCREASES. FORM 990, PART VI, SECTION C, LINE 19 ANYONE INTERESTED IN REVIEWING THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND/OR FINANCIAL STATEMENTS MUST CONTACT THE CHIEF FINANCIAL OFFICER, AS THIS INFORMATION IS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE OF THE ARCHDIOCESE OF ST. LOUIS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. ARCHDIOCESE OF ST LOUIS 20 ARCHBISHOP MAY DRIVE ST LOUIS MO 63119 430653244 RELIGIOUS ORGANIZATION MO 501(C)(3) LINE 1 ARCHBISHOP OF ST LOUIS 0 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST LOUIS 4445 LINDELL BLVD ST LOUIS MO 63108 430653270 SOCIAL SERVICES MO 501(C)(3) LINE 7 ARCHBISHOP OF ST LOUIS 0 CARDINAL CARBERRY SENIOR LIVING CENTER 7601 WATSON ROAD ST LOUIS MO 63119 431826117 SUPPORTIVE SERVICES MO 501(C)(3) LINE 12B, II ARCHBISHOP OF ST LOUIS 0 CARDINAL RITTER INSITUTE - RESIDENTIAL SERVICES CORPORATION 7601 WATSON ROAD ST LOUIS MO 63119 431235755 RESIDENTIAL SERVICES MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 MARY QUEEN AND MOTHER ASSOCIATION 7601 WATSON ROAD ST LOUIS MO 63119 431208064 SKILLED NURSING SERVICES MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 MOTHER OF PERPETUAL HELP RESIDENCE INC 7609 WATSON RD ST LOUIS MO 63119 431711912 ASSISTED LIVING FACILITY MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 OUR LADY OF LIFE APARTMENTS 7601 WATSON ROAD ST LOUIS MO 63119 431229749 INDEPENDENT LIVING FACILITY MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 ST AGNES APARTMENTS INC 7601 WATSON ROAD ST LOUIS MO 63119 431447602 LOW-INCOME HOUSING FACILITY MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 ST JOHN NEUMANN APARTMENTS INC 7601 WATSON ROAD ST LOUIS MO 63119 431335641 LOW-INCOME HOUSING FACILITY MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 ST PATRICK APARTMENTS INC 7601 WATSON ROAD ST LOUIS MO 63119 431090662 LOW-INCOME HOUSING FACILITY MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 HOLY ANGELS APARTMENTS INC 7601 WATSON ROAD ST LOUIS MO 63119 752984948 LOW-INCOME HOUSING FACILITY MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 HOLY ANGELS APARTMENTS II INC 7601 WATSON ROAD ST LOUIS MO 63119 830349296 LOW-INCOME HOUSING FACILITY MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 POPE JOHN PAUL II APARTMENTS INC 7601 WATSON ROAD ST LOUIS MO 63119 431774480 LOW-INCOME HOUSING FACILITY MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 ST WILLIAM APARTMENTS II INC 7601 WATSON ROAD ST LOUIS MO 63119 264401173 LOW-INCOME HOUSING FACILITY MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 ST WILLIAM APARTMENTS INC 7601 WATSON ROAD ST LOUIS MO 63119 208199655 LOW-INCOME HOUSING FACILITY MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 ST CLARE OF ASSISI SENIOR VILLAGE INC 7601 WATSON ROAD ST LOUIS MO 63119 752985292 LOW-INCOME HOUSING FACILITY MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 CARDINAL RITTER GENERAL PARTNER CORPORATION 7601 WATSON ROAD ST LOUIS MO 63119 454151973 SUPPORTIVE SERVICES MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 SAINT LOUIS COUNSELING INC 5 PREMIER DRIVE SUITE 200 FENTON MO 63026 431338511 SUPPORTIVE SERVICES MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 CATHOLIC CHARITIES FOUNDATION 4445 LINDELL BLVD ST LOUIS MO 63108 431307878 SUPPORTIVE SERVICES MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 ST LOUIS ARCHDIOCESAN FUND (SLAF) 20 ARCHBISHOP MAY DRIVE ST LOUIS MO 63119 431787735 SUPPORTIVE SERVICES MO 501(C)(3) LINE 10 ARCHBISHOP OF ST LOUIS 0 HOLY INFANT AND ST JOSEPH ASSOCIATES LP 7601 WATSON ROAD ST LOUIS MO 63119 261150111 LOW INCOME HOUSING MO N/A 0 0 ST JOHN NEUMANN APARTMENTS LP 7601 WATSON ROAD ST LOUIS MO 63119 800929525 LOW INCOME HOUSING MO N/A 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0