Liabilities / Assets
6th percentile
Higher debt load relative to assets than 6% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
6th percentile
Higher debt load relative to assets than 6% of similar nonprofits.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
78th percentile
Faster asset growth than 78% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Up$6,397,774
Up $689,398 (+12%) from 2011
Net Assets
Up$6,397,228
Up $688,852 (+12%) from 2011
Liabilities
Up$546
Up $546 from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$12,772
Down $2,893 (-18%) from 2011
Net Income
-
No earlier filing loaded for comparison.
None
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReview | 0 | 0 |
| IRS990/AccountsPayableAccruedExpenses/EOY | 0 | 546 |
| IRS990/ActivitiesConductedPartnership | 0 | 0 |
| IRS990/ActivityOrMissionDescription | 0 | RECEIVE, MANAGE, AND DISTRIBUTE FUNDS TO CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | PO BOX 1309 |
| IRS990/AddressPrincipalOfficerUS/City | 0 | DUBUQUE |
| IRS990/AddressPrincipalOfficerUS/State | 0 | IA |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 520041309 |
| IRS990/AllOtherContributions | 0 | 447546 |
| IRS990/AnnualDisclosureCoveredPersons | 0 | 1 |
| IRS990/AuditCommittee | 0 | 0 |
| IRS990/BenefitsPaidToMembersCY | 0 | 0 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 0 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | 0 |
| IRS990/BsnssRltnshpWithOrganization | 0 | 0 |
| IRS990/ChangesToOrganizingDocs | 0 | 0 |
| IRS990/CollectionsOfArt | 0 | 0 |
| IRS990/CompensationFromOtherSources | 0 | 0 |
| IRS990/CompensationProcessCEO | 0 | 0 |
| IRS990/CompensationProcessOther | 0 | 0 |
| IRS990/ConflictOfInterestPolicy | 0 | 1 |
| IRS990/ConservationEasements | 0 | 0 |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | 0 |
| IRS990/ContributionsGrantsCurrentYear | 0 | 447546 |
| IRS990/ContributionsGrantsPriorYear | 0 | 345600 |
| IRS990/CreditCounseling | 0 | 0 |
| IRS990/DecisionsSubjectToApproval | 0 | 0 |
| IRS990/DeductibleContributionsOfArt | 0 | 0 |
| IRS990/DeductibleNonCashContributions | 0 | 0 |
| IRS990/DelegationOfManagementDuties | 0 | 0 |
| IRS990/DescribedIn501C3 | 0 | 1 |
| IRS990/Description | 0 | CATHOLIC CHARITIES FOUNDATION IS A SEPARATELY INCORPORATED PART OF THE ARCHDIOCESE OF DUBUQUE, A NONPROFIT RELIGIOUS CORPORATION ADMINISTERING PARISHES, INSTITUTIONS, AND ORGANIZATIONS IN NORTHEASTERN IOWA. IT RECEIVES, MANAGES, AND DISTRIBUTES FUNDS TO CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE. |
| IRS990/DisregardedEntity | 0 | 0 |
| IRS990/DocumentRetentionPolicy | 0 | 0 |
| IRS990/DonorAdvisedFunds | 0 | 0 |
| IRS990/ElectionOfBoardMembers | 0 | 1 |
| IRS990/ExcessBenefitTransaction | 0 | 0 |
| IRS990/Expense | 0 | 7472 |
| IRS990/FamilyOrBusinessRelationship | 0 | 1 |
| IRS990/FederalGrantAuditRequired | 0 | 0 |
| IRS990/FeesForServicesAccounting/ManagementAndGeneral | 0 | 5300 |
| IRS990/FeesForServicesAccounting/Total | 0 | 5300 |
| IRS990/FeesForServicesInvstMgmntFees/ProgramServices | 0 | 4365 |
| IRS990/FeesForServicesInvstMgmntFees/Total | 0 | 4365 |
| IRS990/FinancialStatementSeparate | 0 | X |
| IRS990/FollowSFAS117 | 0 | X |
| IRS990/ForeignActivities | 0 | 0 |
| IRS990/ForeignFinancialAccount | 0 | 0 |
| IRS990/ForeignOffice | 0 | 0 |
| IRS990/Form8282PropertyDisposedOf | 0 | 0 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 0.20 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 1 | 0.20 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 2 | 0.20 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 3 | 0.20 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 4 | 0.20 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 5 | 0.20 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 6 | 0.20 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 7 | 0.20 |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 8 | 0.20 |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 0 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 1 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 2 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 3 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 4 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 5 | X |
| IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector | 6 | X |
| IRS990/Form990PartVIISectionA/NamePerson | 0 | ARCHBISHOP JEROME HANUS OSB |
| IRS990/Form990PartVIISectionA/NamePerson | 1 | REV MSGR THOMAS TOALE |
| IRS990/Form990PartVIISectionA/NamePerson | 2 | MICHAEL COYLE |
| IRS990/Form990PartVIISectionA/NamePerson | 3 | NICHOLAS SCHRUPP III |
| IRS990/Form990PartVIISectionA/NamePerson | 4 | STEPHANIE HOLSCHER SAVAGE |
| IRS990/Form990PartVIISectionA/NamePerson | 5 | GREG BURBACH |
| IRS990/Form990PartVIISectionA/NamePerson | 6 | SR MARGARET MARY COSGROVE BVM |
| IRS990/Form990PartVIISectionA/NamePerson | 7 | TRACY MORRISON |
| IRS990/Form990PartVIISectionA/NamePerson | 8 | RICHARD RUNDE |
| IRS990/Form990PartVIISectionA/Officer | 0 | X |
| IRS990/Form990PartVIISectionA/Officer | 1 | X |
| IRS990/Form990PartVIISectionA/Officer | 2 | X |
| IRS990/Form990PartVIISectionA/Officer | 3 | X |
| IRS990/Form990PartVIISectionA/Officer | 4 | X |
| IRS990/Form990PartVIISectionA/Officer | 5 | X |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 1 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 2 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 3 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 4 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 5 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 6 | 0 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 7 | 4286 |
| IRS990/Form990PartVIISectionA/OtherCompensation | 8 | 5290 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 1 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 7 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 8 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 20610 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 1 | 20610 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 2 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 3 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 4 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 5 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 6 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 7 | 76572 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 8 | 123334 |
| IRS990/Form990PartVIISectionA/Title | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionA/Title | 1 | VICE PRESIDENT |
| IRS990/Form990PartVIISectionA/Title | 2 | SECRETARY |
| IRS990/Form990PartVIISectionA/Title | 3 | TREASURER |
| IRS990/Form990PartVIISectionA/Title | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 7 | EXECUTIVE DIRECTOR |
| IRS990/Form990PartVIISectionA/Title | 8 | FINANCE OFFICER |
| IRS990/Form990ProvidedToGoverningBody | 0 | 1 |
| IRS990/FormersListed | 0 | 0 |
| IRS990/FSAudited | 0 | 1 |
| IRS990/FundraisingActivities | 0 | 0 |
| IRS990/FundsToPayPremiums | 0 | 0 |
| IRS990/GainOrLoss/Securities | 0 | -20 |
| IRS990/Gaming | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsAndSimilarAmntsPriorYear | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | 0 |
| IRS990/GrantsToOrganizations | 0 | 0 |
| IRS990/GrantToRelatedPerson | 0 | 0 |
| IRS990/GrossAmountSalesAssets/Securities | 0 | 347713 |
| IRS990/GrossReceipts | 0 | 950840 |
| IRS990/GroupExemptionNumber | 0 | 0928 |
| IRS990/GroupReturnForAffiliates | 0 | 0 |
| IRS990/Hospital | 0 | 0 |
| IRS990/IndependentAuditFinancialStmt | 0 | 1 |
| IRS990/IndoorTanningServices | 0 | 0 |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartVII | 0 | X |
| IRS990/InfoInScheduleOPartXI | 0 | X |
| IRS990/InfoInScheduleOPartXII | 0 | X |
| IRS990/InvestmentIncomeCurrentYear | 0 | 155561 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 155581 |
| IRS990/InvestmentIncomePriorYear | 0 | 154279 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 155581 |
| IRS990/InvestmentInJointVenture | 0 | 0 |
| IRS990/InvestmentsOtherSecurities/BOY | 0 | 1561862 |
| IRS990/InvestmentsOtherSecurities/EOY | 0 | 1652910 |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 3604209 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 3940094 |
| IRS990/LessCostOthBasisSalesExpenses/Securities | 0 | 347733 |
| IRS990/LoanToOfficerOrDQP | 0 | 0 |
| IRS990/LobbyingActivities | 0 | 0 |
| IRS990/LocalChapters | 0 | 0 |
| IRS990/MaterialDiversionOrMisuse | 0 | 0 |
| IRS990/MembersOrStockholders | 0 | 0 |
| IRS990/MethodOfAccountingAccrual | 0 | X |
| IRS990/MinutesOfCommittees | 0 | 0 |
| IRS990/MinutesOfGoverningBody | 0 | 1 |
| IRS990/MissionDescription | 0 | NONE |
| IRS990/MoreThan5000KToIndividuals | 0 | 0 |
| IRS990/MoreThan5000KToOrganizations | 0 | 0 |
| IRS990/NameOfPrincipalOfficerPerson | 0 | TRACY MORRISON |
| IRS990/NbrIndependentVotingMembers | 0 | 7 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 7 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 7 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 5708376 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 6397228 |
| IRS990/NetGainOrLossInvestments/ExclusionAmount | 0 | -20 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | -20 |
| IRS990/NetUnrelatedBusinessTxblIncome | 0 | 0 |
| IRS990/NonDeductibleContributions | 0 | 0 |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 0 |
| IRS990/NumberIndependentVotingMembers | 0 | 7 |
| IRS990/NumberIndividualsGT100K | 0 | 0 |
| IRS990/NumberOfContractorsGT100K | 0 | 0 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | 0 |
| IRS990/OfficerMailingAddress | 0 | 0 |
| IRS990/Organization501c3 | 0 | X |
| IRS990/OtherAssetsTotal/BOY | 0 | 1772 |
| IRS990/OtherAssetsTotal/EOY | 0 | 2547 |
| IRS990/OtherExpensePriorYear | 0 | 12649 |
| IRS990/OtherExpensesCurrentYear | 0 | 9665 |
| IRS990/OtherNotesLoansReceivableNet/BOY | 0 | 26000 |
| IRS990/OtherNotesLoansReceivableNet/EOY | 0 | 17000 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/OtherRevenuePriorYear | 0 | 0 |
| IRS990/PartialLiquidation | 0 | 0 |
| IRS990/PensionPlanContributions/ProgramServices | 0 | 3107 |
| IRS990/PensionPlanContributions/Total | 0 | 3107 |
| IRS990/PledgesAndGrantsReceivable/EOY | 0 | 10000 |
| IRS990/PoliticalActivities | 0 | 0 |
| IRS990/PremiumsPaid | 0 | 0 |
| IRS990/PriorExcessBenefitTransaction | 0 | 0 |
| IRS990/ProfessionalFundraising | 0 | 0 |
| IRS990/ProgramServiceRevenueCY | 0 | 0 |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 24049 |
| IRS990/ProhibitedTaxShelterTrans | 0 | 0 |
| IRS990/QuidProQuoContributions | 0 | 0 |
| IRS990/ReconcilationOtherChanges | 0 | 98517 |
| IRS990/ReconcilationRevenueExpenses | 0 | 590335 |
| IRS990/RegularMonitoringEnforcement | 0 | 1 |
| IRS990/RelatedEntity | 0 | 1 |
| IRS990/RelatedOrgControlledEntity | 0 | 0 |
| IRS990/ReportFin48Footnote | 0 | 1 |
| IRS990/ReportInvestOthSecurities | 0 | 1 |
| IRS990/ReportLandBldgEquip | 0 | 0 |
| IRS990/ReportOtherAssets | 0 | 0 |
| IRS990/ReportOtherLiabilities | 0 | 0 |
| IRS990/ReportProgRelInvest | 0 | 0 |
| IRS990/RevenuesLessExpensesCY | 0 | 590335 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 508263 |
| IRS990/SalariesEtcCurrentYear | 0 | 3107 |
| IRS990/SalariesEtcPriorYear | 0 | 3016 |
| IRS990/SavingsAndTempCashInvestments/BOY | 0 | 514533 |
| IRS990/SavingsAndTempCashInvestments/EOY | 0 | 775223 |
| IRS990ScheduleA/CertificationCheckbox | 0 | X |
| IRS990ScheduleA/ContribBy35ControlledEntity | 0 | 0 |
| IRS990ScheduleA/ContribByControllingIndividual | 0 | 0 |
| IRS990ScheduleA/ContributionByRelatedParty | 0 | 0 |
| IRS990ScheduleA/SumOfAmounts | 0 | 7772 |
| IRS990ScheduleA/SupportedOrgInformation/Amount | 0 | 7772 |
| IRS990ScheduleA/SupportedOrgInformation/EIN | 0 | 420680493 |
| IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine1 | 0 | CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE |
| IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization | 0 | 7 |
| IRS990ScheduleA/SupportingOrg509a3Type1 | 0 | X |
| IRS990ScheduleA/SupportingOrganization509a3 | 0 | X |
| IRS990ScheduleA/TotalNumberOfSupportedOrgs | 0 | 1 |
| IRS990ScheduleB/ContributorInfo/AggregateContributions | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInfo/ContributorNumber | 0 | RESTRICTED |
| IRS990/ScheduleBRequired | 0 | 1 |
| IRS990ScheduleD/CurrentYear/Contributions | 0 | 10000 |
| IRS990ScheduleD/CurrentYear/EndOfYearBalance | 0 | 10000 |
| IRS990ScheduleD/EndowmentsHeldByRelatedOrgs | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs | 0 | 1 |
| IRS990ScheduleD/ExcessOrDeficitForYear | 0 | 590335 |
| IRS990ScheduleD/ExcessOrDeficitPerFS | 0 | 688852 |
| IRS990ScheduleD/ExpensesNotRptdF990 | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptdOnFinStmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotal | 0 | 12772 |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 0 | A PERMANENT ENDOWMENT FUND UNDER THE CATHOLIC FOUNDATION FOR THE ARCHDIOCESE OF DUBUQUE'S DESIGNATED FUND POLICY. THE FUND IS HELD AND INVESTED BY CATHOLIC FOUNDATION OF THE ARCHDIOCESE OF DUBUQUE FOR THE BENEFIT OF CATHOLIC CHARITIES FOUNDATION. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 1 | CATHOLIC CHARITIES FOUNDATION IS ORGANIZED AS AN IOWA NON-PROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICES (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND (VIII), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTIONS 509(A)(1). CATHOLIC CHARITIES FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, CATHOLIC CHARITIES FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. CATHOLIC CHARITIES FOUNDATION HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. CATHOLIC CHARITIES FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. CATHOLIC CHARITIES FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation | 2 | NET TRANSFERS TO CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE -233,500. |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 0 | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 1 | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier | 2 | PART XI, LINE 8 - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 0 | PART V, LINE 4: |
| IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference | 1 | PART X: |
| IRS990ScheduleD/NetUnrealizedGainsInvestments | 0 | 332017 |
| IRS990ScheduleD/NetUnrealizedGLOnInvestments | 0 | 332017 |
| IRS990ScheduleD/OtherAmount | 0 | -233500 |
| IRS990ScheduleD/OtherSecurities/BookValue | 0 | 100201 |
| IRS990ScheduleD/OtherSecurities/BookValue | 1 | 1000000 |
| IRS990ScheduleD/OtherSecurities/BookValue | 2 | 506955 |
| IRS990ScheduleD/OtherSecurities/BookValue | 3 | 35754 |
| IRS990ScheduleD/OtherSecurities/BookValue | 4 | 10000 |
| IRS990ScheduleD/OtherSecurities/Description | 0 | CASH SURRENDER VALUE OF LIFE INSURANCE |
| IRS990ScheduleD/OtherSecurities/Description | 1 | ANNUITY/LIFE INSURANCE CONTRACTS |
| IRS990ScheduleD/OtherSecurities/Description | 2 | ANNUITIES |
| IRS990ScheduleD/OtherSecurities/Description | 3 | LIFETIME INCOME ANNUITY |
| IRS990ScheduleD/OtherSecurities/Description | 4 | BENEFICIAL INTEREST IN NET ASSETS OF FOUNDATION |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 0 | F |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 1 | C |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 2 | F |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 3 | C |
| IRS990ScheduleD/OtherSecurities/MethodOfValuation | 4 | F |
| IRS990ScheduleD/PermanentEndowmentEOYBalance | 0 | 1.00000 |
| IRS990ScheduleD/RevenueNotRptdF990 | 0 | 332017 |
| IRS990ScheduleD/RevenueNotRptdOnFinStmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotal | 0 | 603107 |
| IRS990ScheduleD/TotalAdjustments | 0 | 98517 |
| IRS990ScheduleD/TotalExpenses | 0 | 12772 |
| IRS990ScheduleD/TotalExpensesPerForm990 | 0 | 12772 |
| IRS990ScheduleD/TotalOfBookValueLandBuildings | 0 | 0 |
| IRS990ScheduleD/TotalOfBookValueSecurities | 0 | 1652910 |
| IRS990ScheduleD/TotalRevenue | 0 | 603107 |
| IRS990ScheduleD/TotalRevenuePerForm990 | 0 | 603107 |
| IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt | 0 | 12772 |
| IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt | 0 | 935124 |
| IRS990/ScheduleJRequired | 0 | 0 |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | NICHOLAS SCHRUPP III AND STEPHANIE HOLSCHER SAVAGE HAVE A BUSINESS RELATIONSHIP. TRACY MORRISON, EXECUTIVE DIRECTOR, RICHARD RUNDE, FINANCE OFFICER, AND BOARD MEMBERS ARCHBISHOP JEROME HANUS, SR. MARGARET MARY COSGROVE, STEPHANIE HOLSCHER SAVAGE, AND REV. MSGR. THOMAS TOALE HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | THE ARCHBISHOP OF DUBUQUE OF THE ARCHDIOCESE OF DUBUQUE HAS THE AUTHORITY TO APPOINT OR REMOVE MEMBERS OF THE GOVERNING BODY. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 3 | A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY BEFORE IT IS FILED. THE EXECUTIVE DIRECTOR AND FINANCE OFFICER REVIEW THE FORM 990. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 4 | IT IS THE POLICY OF CATHOLIC CHARITIES FOUNDATION TO INSIST ON THE BEST EFFORTS TO AVOID ANY CONFLICT OF INTEREST AND TO EXHIBIT UNDIVIDED LOYALTY OF THOSE EMPLOYED BY IT OR WHO SERVE IT IN A VOLUNTARY CAPACITY ON ITS COMMITTEES AND BOARDS. THIS POLICY APPLIES TO STAFF AND TO INDIVIDUALS SERVING IN THE CAPACITY OF COMMITTEE CHAIRS, MEMBERS, AND BOARD MEMBERS. THESE INDIVIDUALS ARE REQUIRED TO DISCLOSE ANNUALLY ANY POSSIBLE CONFLICTS. A CONFLICT OF INTEREST TRANSACTION IS A TRANSACTION WITH A CORPORATION OR OTHER ENTITY IN WHICH AN INDIVIDUAL COVERED BY THIS POLICY HAS A DIRECT OR INDIRECT INTEREST. A TRANSACTION IN WHICH AN INDIVIDUAL OF A CORPORATION HAS A CONFLICT OF INTEREST MAY BE APPROVED IF THE MATERIAL FACTS OF THE TRANSACTION AND THE PERSON'S INTEREST WERE DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS, COUNCIL, OR A COMMITTEE OF THE BOARD AND THE BOARD OR COMMITTEE OF THE BOARD AUTHORIZED, APPROVED, OR RATIFIED THE TRANSACTION. A CONFLICT OF INTEREST TRANSACTION IS AUTHORIZED, APPROVED, OR RATIFIED IF IT RECEIVES THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS ON THE BOARD OR ON A COMMITTEE OF THE BOARD WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE TRANSACTION, BUT A TRANSACTION SHALL NOT BE AUTHORIZED, APPROVED, OR RATIFIED UNDER THIS SECTION BY A SINGLE MEMBER. IF A MAJORITY OF THE MEMBERS ON THE BOARD WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE TRANSACTION VOTE TO AUTHORIZE, APPROVE, OR RATIFY THE TRANSACTION, A QUORUM IS PRESENT FOR THE PURPOSE OF TAKING ACTION UNDER THIS SECTION. THE EXECUTIVE DIRECTOR REVIEWS THE CONFLICT OF INTEREST POLICIES. ANY INDIVIDUAL HAVING A CONFLICT OF INTEREST ON ANY MATTER MUST ABSTAIN FROM VOTING ON THE MATTER AND IS NOT COUNTED IN DETERMINING THE QUORUM FOR THE VOTE ON THE MATTER. THE MINUTES OF THE MEETING REFLECT THE DISCLOSURE MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 5 | CATHOLIC CHARITIES FOUNDATION DOES NOT PAY COMPENSATION TO THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY CATHOLIC CHARITIES, A RELATED ORGANIZATION. THE FINANCE OFFICER'S COMPENSATION IS DETERMINED BY THE ARCHDIOCESE OF DUBUQUE, A RELATED ORGANIZATION. BOTH CATHOLIC CHARITIES AND THE ARCHDIOCESE OF DUBUQUE USE THESE METHODS WHEN DETERMINING COMPENSATION. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 7 | THE FOLLOWING INDIVIDUALS DEVOTED TIME PROVIDING SERVICES TO CATHOLIC CHARITIES, A RELATED ORGANIZATION. ARCHBISOP JEROME HANUS, OSB 3 HOURS PER WEEK REV. MSGR. THOMAS TOALE 1 HOUR PER WEEK SR. MARGARET MARY COSGROVE 2 HOURS PER WEEK STEPHANIE SAVAGE <1 HOUR PER WEEK TRACY MORRISON 36 HOURS PER WEEK RICHARD RUNDE 3 HOURS PER WEEK THE FOLLOWING INDIVIDUALS DEVOTED TIME PROVIDING SERVICES TO THE ARCHDIOCESE OF DUBUQUE, A RELATED ORGANIZATION. ARCHBISHOP JEROME HANUS, OSB 40 HOURS PER WEEK REV. MSGR. THOMAS TOALE 40 HOURS PER WEEK RICHARD RUNDE 40 HOURS PER WEEK THE FOLLOWING INDIVIDUALS DEVOTED TIME PROVIDING SERVICES TO THE WITNESS PUBLISHING COMPANY, A RELATED ORGANIZATION. ARCHBISOP JEROME HANUS, OSB <1 HOUR PER WEEK REV. MSGR. THOMAS TOALE <1 HOUR PER WEEK RICHARD RUNDE <1 HOUR PER WEEK THE FOLLOWING INDIVIDUALS DEVOTED TIME PROVIDING SERVICES TO ECUMENICAL HOUSING INCORPORATED, A RELATED ORGANIZATION. TRACY MORRISON 2 HOURS PER WEEK MICHAEL COYLE 1 HOUR PER WEEK |
| IRS990ScheduleO/GeneralExplanation/Explanation | 8 | NET UNREALIZED GAINS ON INVESTMENTS: 332,017. NET TRANSFERS TO CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE -233,500. TOTAL TO FORM 990, PART XI, LINE 5: 98,517. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 9 | THE AUDIT COMMITTEE OF THE ARCHDIOCESE OF DUBUQUE ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | CHANGES IN NET ASSETS OR FUND BALANCES: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | FORM 990, PART VI, SECTION A, LINE 2 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 3 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 4 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 5 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 6 | FORM 990, PART VII, SECTION A: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 7 | FORM 990, PART XI, LINE 5: |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 8 | FORM 990, PART XII, LINE 2C: |
| IRS990/ScheduleORequired | 0 | 1 |
| IRS990ScheduleR/ExchangeOfAssets | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 0 | PO BOX 1309 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 1 | 1229 MT LORETTA AVE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 2 | 2671 OWEN COURT |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 3 | 1229 MT LORETTA AVENUE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 4 | 1229 MT LORETTA AVENUE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | DUBUQUE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 1 | DUBUQUE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 2 | DUBUQUE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 3 | DUBUQUE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 4 | DUBUQUE |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 1 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 2 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 3 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 4 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 0 | 520041309 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 1 | 52003 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 2 | 520041309 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 3 | 52003 |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 4 | 52003 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 0 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 1 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 2 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 3 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 4 | 0 |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA | 0 | N/A |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine1 | 0 | ARCHDIOCESE OF DUBUQUE |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine1 | 1 | CATHOLIC CHARITIES OF THE ARCH OF DUBUQUE |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine1 | 2 | ARCHDIOCESE OF DUBUQUE |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine1 | 3 | ARCHDIOCESE OF DUBUQUE |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 420680493 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 1 | 420680409 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 2 | 420958666 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 3 | 420680325 |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 4 | 421400350 |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 0 | 501(C)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 1 | 501(C)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 2 | 501(C)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 3 | 501(C)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 4 | 501(C)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 0 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 1 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 2 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 3 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 4 | IA |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 0 | CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 1 | ARCHDIOCESE OF DUBUQUE |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 2 | ECUMENICAL HOUSING INCORPORATED |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 3 | THE WITNESS PUBLISHING COMPANY |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 4 | ARCHDIOCESE OF DUBUQUE DEPOSIT AND LOAN FUND |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 0 | PROVIDE SERVICE TO THOSE IN NEED |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 1 | PROVIDE HR STAFF, TECHNICAL, FINANCIAL AND OTHER STAFF SUPPORT SERVICES |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 2 | PROVIDE HOUSING FOR LOW INCOME, ELDERLY AND HANDICAPPED |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 3 | PROVIDE CURRENT CATHOLIC NEWS OF PARISHES AND THE CATHOLIC CHURCH |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 4 | ACCEPT AND PROVIDE LOANS TO NEEDY ARCHDIOCESAN ORGANIZATIONS |
| IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus | 0 | LINE 7 |
| IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus | 1 | LINE 1 |
| IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus | 2 | LINE 9 |
| IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus | 3 | LINE 9 |
| IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus | 4 | LINE 1 |
| IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg | 0 | 0 |
| IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg | 0 | 1 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrg | 0 | 0 |
| IRS990ScheduleR/OtherTransferFromOtherOrg | 0 | 0 |
| IRS990ScheduleR/OtherTransferToOtherOrg | 0 | 1 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgs | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOtherOrgs | 0 | 1 |
| IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrg | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrg | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs | 0 | 0 |
| IRS990ScheduleR/SaleOfAssetsToOtherOrg | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilities | 0 | 1 |
| IRS990ScheduleR/SharingOfPaidEmployees | 0 | 1 |
| IRS990/School | 0 | 0 |
| IRS990/SignificantChange | 0 | 0 |
| IRS990/SignificantNewProgramServices | 0 | 0 |
| IRS990/StateLegalDomicile | 0 | IA |
| IRS990/SubjectToProxyTax | 0 | 0 |
| IRS990/TaxablePartyNotification | 0 | 0 |
| IRS990/TaxExemptBonds | 0 | 0 |
| IRS990/Terminated | 0 | 0 |
| IRS990/TermOrPermanentEndowments | 0 | 1 |
| IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | 1229 MT LORETTA |
| IRS990/TheBooksAreInCareOf/AddressUS/City | 0 | DUBUQUE |
| IRS990/TheBooksAreInCareOf/AddressUS/State | 0 | IA |
| IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 52001 |
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Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.