2025-01-20T13:14:04-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 100 MARITIME DRIVE SUITE 2B MANITOWOC WI 54220 990 2023-07-01 390808438 CATHOLIC CHARITIES OF THE DIOCESE OF GREEN BAY INC CATH 9204377531 PO BOX 23825 GREEN BAY WI 543053825 KARMEN LEMKE PRESIDENT 9204377531 2025-01-20 1 0 LACEY SILBERNAGEL P01245590 9206845500 2025-01-20 2023 2024-10-15 13:58:12Z KARMEN LEMKE PO BOX 23825 GREEN BAY WI 543053825 3400966 0 0928 X WWW.GBDIOC.ORG X 1958 WI TO REACH OUT, TO SERVE AND MEET CRITICAL NEEDS, ADDRESS HUMAN SUFFERING AND PROMOTE AND RESTORE THE WELL-BEING OF THOSE MOST VULNERABLE IN OUR SOCIETY OF NORTHEASTERN WISCONSIN. 9 9 51 22 0 0 3062968 2344139 501387 541154 218329 290480 -2147 7077 3780537 3182850 211570 175480 0 0 2172390 2397774 0 0 7785 813996 969072 3197956 3542326 582581 -359476 6417706 6332670 106183 143859 6311523 6188811 X TO ORGANIZE, DIRECT AND ADMINISTER THE RESPONSE TO CHARITABLE AND SOCIAL WELFARE NEEDS OF THE PEOPLE OF THE DIOCESE OF GREEN BAY, BOTH CATHOLIC AND NON-CATHOLIC ALIKE, FOR THE PURPOSE OF ADVANCING THE INTERESTS OF THE ROMAN CATHOLIC CHURCH IN ACCORD WITH AND IN SUPPORT OF THE MISSION OF THE CATHOLIC DIOCESE OF GREEN BAY AND OTHER CATHOLIC ENTITIES WITHIN THE DIOCESE OF GREEN BAY, WHICH ARE UNDER THE GUIDANCE OF THE BISHOP OF THE DIOCESE OF GREEN BAY. THE ACTIVITIES SHALL BE CONSISTENT WITH THE TEACHINGS OF THE CATHOLIC CHURCH, AND IN ACCORD WITH THE CODE OF CANNON LAW OF THE CATHOLIC CHURCH AS INTERPRETED BY THE BISHOP OF THE DIOCESE OF GREEN BAY. 0 0 1041940 294951 INDIVIDUAL AND FAMILY MENTAL HEALTH COUNSELING SERVICES FOR PEOPLE WHO ARE DISENFRANCHISED AND UNABLE TO ACCESS OR AFFORD SERVICES. THEY ARE LARGELY SERVICES DESIGNED TO LIFT PEOPLE FROM POVERTY, ASSIST THEM IN ADJUSTMENT OR ACCLIMATION TO CULTURE AND ROOTED IN BOTH MISSION AND MOVE TOWARD SELF SUFFICIENCY. MANY OF THE PARTICIPANTS OF THESE SERVICES WOULD BE UNABLE TO ACCESS SERVICES ELSEWHERE IF CATHOLIC CHARITIES DID NOT OFFER THEM. A WIDE RANGE OF FUNDING FOR THESE SERVICES ALLOWS FOR TARGETED CASE MANAGEMENT AND COLLABORATIVE PARTNERSHIPS TO BE MOST EFFECTIVE IN THE SERVICE DELIVERY. ADDITIONALLY, THE AGENCY IS WELL KNOWN FOR ITS CULTURALLY SENSITIVE DELIVERY SYSTEMS THAT SERVE REFUGEE AND IMMIGRATION POPULATIONS, THE MEDICAL ASSISTANCE AND MEDICARE POPULATION AND THOSE WITHOUT HEALTH INSURANCE. 408760 377 130343 THE CHILD WELFARE SERVICES OFFERED BY CATHOLIC CHARITIES RELATE TO BIRTH PARENT SERVICES AND ADOPTION. ADOPTION SERVICES HAVE BEEN AVAILABLE FOR OVER 90 YEARS THROUGH CATHOLIC CHARITIES. ELEMENTS OF THE ADOPTION PROGRAM INCLUDE BIRTHPARENT SERVICES TO VARIOUS AGE GROUPS, PARENT EDUCATION SERVICES, PARENT SUPPORT, AND EARLY CHILDHOOD INITIATIVES. CONSISTENT WITH OUR SUPPORT FOR LIFE, CATHOLIC CHARITIES HAS A NO-DECLINE POLICY FOR SERVING THOSE WHO SEEK THESE SERVICES. 281328 550 3259 CATHOLIC CHARITIES FINANCIAL HEALTH AND DEBT MANAGEMENT SERVICES ARE DESIGNED TO MOVE PEOPLE OUT OF POVERTY TO SELF-SUFFICIENCY, TO REMAIN IN SAFE, ADEQUATE HOUSING AND TO MANAGE THEIR LIMITED RESOURCES SO THAT THEY CAN PAY BACK DEBT AND ATTAIN FINANCIAL STABILITY. FOCUSED ON HELPING PROVIDE FAMILIES WITH SERIOUS FINANCIAL PROBLEMS, THIS PROGRAM ASSISTS AND EDUCATES PARTICIPANTS ON WAYS TO MANAGE THEIR FINANCIAL RESOURCES. 1581139 174553 116130 OTHER PROGRAM REVENUE INCLUDES ALL REVENUE NOT SPECIFICALLY ASSIGNED TO OR RECEIVED BY THOSE PROGRAMS DESCRIBED ABOVE. 1581139 174553 116130 3313167 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 51 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 WI X X KARMEN LEMKE 9204377531 1825 RIVERSIDE DR GREEN BAY WI 54301 MOST REV DAVID RICKEN DIRECTOR/CHAIRMAN 0.50 X X 0 0 0 DCN PETER GARD DIRECTOR/TREASURER 0.50 X X 0 0 0 TAMMY BASTEN DIRECTOR/SECRETARY 0.50 X X 0 0 0 DCN ROBERT HORNACEK DIRECTOR 0.50 X 0 0 0 SR NATALIE BINVERSIE OSF DIRECTOR 0.50 X 0 0 0 VERY REV JOHN W GIROTTI DIRECTOR/VICE-CHAIRMAN 0.50 X X 0 0 0 LYNNE HENRICKS DIRECTOR 0.50 X 0 0 0 PAUL JADIN DIRECTOR 0.50 X 0 0 0 MARLA SARINO DIRECTOR 0.50 X 0 0 0 KARMEN LEMKE PRESIDENT 37.50 X 120849 0 23675 120849 0 23675 2 0 0 0 0 152224 123833 462773 1605309 5722 2344139 FEES FOR SERVICES 900099 541154 541154 541154 77506 77506 405726 192752 212974 212974 212974 28912 123833 25364 3548 3548 OTHER REVENUE 900099 3529 3529 3529 3182850 544683 0 294028 56936 56936 118544 118544 146543 87926 51290 7327 1650440 1627773 22667 144173 142133 2040 329656 323671 5985 126962 121755 4749 458 8113 8113 124392 27804 96588 20835 20835 184366 167146 17220 39077 39077 58301 58301 195405 195405 137388 137388 34771 34771 34590 34590 3112 3112 2069 2069 9575 9575 BAD DEBT EXPENSE 98687 98687 MEMBERSHIP DUES 11178 11178 RECRUITMENT 5990 5990 INSTRUCTIONAL MATERIALS 619 619 604 604 3542326 3313167 221374 7785 812981 650885 106808 72308 94278 54140 14065 11186 23878 15114 7969 8764 5381605 5535387 6417706 6332670 106183 143859 106183 143859 X 4131726 3972182 2179797 2216629 6311523 6188811 6417706 6332670 -359476 236764 0 X X 0 1 X 0 1 1 X 2469440 2276300 2679645 3062968 2344139 12832492 586242 661977 493426 501387 541154 2784186 3055682 2938277 3173071 3564355 2885293 15616678 0 0 0 15616678 101750 48611 19922 47916 77506 295705 101750 48611 19922 47916 77506 295705 -4852 -12948 6495 3548 -7757 3529 3529 3152580 2973940 3199488 3612271 2969876 15908155 0.98170 0.98280 0.01860 0.01820 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2023 AMOUNT: $ 3,529. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2678844 49523 280903 314082 2695188 2442608 249511 13275 2678844 2761779 55863 -362420 12614 2442608 2119239 60867 591263 9590 2761779 2195861 52254 12336 141212 2119239 0.87810 0.00930 0.11260 1 0 23878 15114 8764 8764 3398779 236764 236764 3162015 20835 20835 3182850 3521491 0 3521491 20835 20835 3542326 PART V, LINE 4: THE REVEREND WILLIAM SPALDING FUND FOR CATHOLIC CHARITIES WAS ESTABLISHED TO PROVIDE A PERMANENT, GROWING TRUST WHICH WILL BE USED TO SUPPLEMENT THE SUPPORT AND MAINTENANCE OF ALL ACTIVITIES OF CATHOLIC CHARITIES OF THE DIOCESE OF GREEN BAY, INC. THE FATHER JAMES W SAMTER ENDOWMENT FUND FOR IMMIGRANT & REFUGEE SERVICES IS A FUND WITH DONOR RESTRICTIONS; $25,000 OF WHICH IS PERMANENTLY RESTRICTED. GALA 152745 123833 28912 250 1650 9632 500 13332 152745 123833 28912 250 1650 9632 500 13332 25364 3548 1 THE CATHOLIC FOUNDATION FOR THE DIOCESE OF GREEN BAY INC 1825 RIVERSIDE DR GREEN BAY WI 54305 391924921 501(C)(3) 33580 0 CAMPAIGN FOR HUMAN DEVELOPMENT/RICE BOWL PRINCE OF PEACE PARISH 3425 WILLOW RD GREEN BAY WI 54311 390816819 501(C)(3) 8606 0 INSTALL HEARING LOOP 2 0 HOUSING ASSISTANCE - MORTGAGE/RENT/DEPOSIT/REPAIRS 571 65762 GAS AND FOOD ASSISTANCE 334 5471 28104 COST SCRIP GIFT CARDS FOR GAS AND FOOD HOUSEHOLD ITEMS AND CLOTHING 13 133 5145 FMV (GOODWILL GUIDE) CLOTHING, HOUSEHOLD ITEMS, BED, WASHERS/DRYERS, BICYCLES, ETC. TRAVEL 11 3424 PHONE COSTS 3 866 FUNERAL ASSISTANCE 2 1316 GENERAL ASSISTANCE 6 1560 SCHOOL REGISTRATION FEES, TUITION, BOOKS, AND SUPPLIES 1 799 TOOLS 1 1964 VAWA REPRESENATION FEES 2 4000 PART I, LINE 2: CATHOLIC CHARITIES OF THE DIOCESE OF GREEN BAY, INC. DOES NOT MAKE GRANTS BUT RATHER EXPENDS FUNDS IN THE FORM OF DONATIONS TO OTHER CHARITABLE ORGANIZATIONS AND DIRECT ASSISTANCE TO INDIVIDUALS. DIRECT ASSISTANCE PAYMENTS ARE MADE DIRECTLY TO VENDORS ON BEHALF OF INDIVIDUALS DETERMINED ON A CASE BY CASE BASIS OR AS REQUIRED UNDER GOVERNMENT CONTRACTS RECEIVED SPECIFICALLY TO ASSIST REFUGEES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 AND ITS SCHEDULES ARE REVIEWED BY THE PRESIDENT OF THE CORPORATION WITH THE DIRECTOR OF ACCOUNTING FROM ST THERESE OF THE LITTLE FLOWER, INC - A SERVICE CORPORATION HIRED BY THE CORPORATION TO PROVIDE LIMITED ACCOUNTING SERVICES - TO ANSWER QUESTIONS AND PROVIDE EXPLANATIONS RELATED TO THE RETURN. A COPY OF THE COMPLETED FORM 990 AND REPORT OF THIS MEETING, INCLUDING EXPLANATIONS OF ANY SIGNIFICANT CHANGES FROM THE PRIOR YEAR, IS PROVIDED TO THE FULL BOARD OF DIRECTORS EITHER BY DIRECT MEETING OR ACKNOWLEDGED BY A UNANIMOUS WRITTEN CONSENT RESOLUTION IN LIEU OF AN ACTUAL MEETING PRIOR TO THE FORM 990 BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATION HAS DEVELOPED A CONFLICT OF INTEREST DOCUMENT TO BE SIGNED ANNUALLY BY EACH OF THE BOARD MEMBERS TO ENSURE THERE IS ADEQUATE DISCLOSURE AND SUBSTANTIATION OF ANY POTENTIAL CONFLICT OF INTEREST BETWEEN ANY OF THE BOARD MEMBERS AND THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL IS DETERMINED BY AN OUTSIDE HUMAN RESOURCES CORPORATION. THE CORPORATION TAKES INTO CONSIDERATION THE COMPENSATION OF OTHER INDIVIDUALS IN SIMILAR NOT-FOR-PROFIT ORGANIZATIONS IN CONJUNCTION WITH POLICIES AND WAGE SCALES ADOPTED BY THE CORPORATION. THE PROPOSED COMPENSATION IS THEN APPROVED BY AN INDEPENDENT COMMITTEE, WHICH CONSISTS OF TWO INDEPENDENT INDIVIDUALS AND THE VICE-CHAIRMAN OF THE CORPORATION. THIS PROCEDURE IS FOLLOWED ANNUALLY FOR ALL EMPLOYEES OF THE CORPORATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AS WELL AS AT WWW.GBDIOC.ORG. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESSES HAVE NOT CHANGED FROM THE PRIOR YEAR.