Civic Intelligence

Catholic Elderly Services Inc

990 • Fiscal year 2023 • EIN 65-0312041

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 14, 2024

4790 North State Road 7Lauderdale Lakes, FL 33319

(954) 484-1515

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.28x

Higher debt load relative to revenue than 71% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

6th percentile

-62%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

98th percentile

$539,518

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 1302.3% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

59th percentile

7.9%

Faster asset growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$3,784,234

Flat from 2023

Net Assets

Flat

$3,772,815

Flat from 2023

Liabilities

Flat

$11,419

Flat from 2023

Revenue

Flat

$41,429

Flat from 2023

Expenses

Flat

$67,002

Flat from 2023

Net Income

Flat

-$25,573

Flat from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $1,561,852Liabilities 2010: $22,266Net Assets 2010: $1,539,5862010Assets 2011: $1,793,858Liabilities 2011: $192Net Assets 2011: $1,793,6662011Assets 2012: $2,081,797Liabilities 2012: $1,000Net Assets 2012: $2,080,7972012Assets 2013: $2,299,960Liabilities 2013: $24,286Net Assets 2013: $2,275,6742013Assets 2014: $2,525,773Liabilities 2014: $11,000Net Assets 2014: $2,514,7732014Assets 2015: $2,547,884Liabilities 2015: $4,995Net Assets 2015: $2,542,8892015Assets 2016: $2,822,134Liabilities 2016: $11,273Net Assets 2016: $2,810,8612016Assets 2017: $3,172,850Liabilities 2017: $11,639Net Assets 2017: $3,161,2112017Assets 2018: $3,453,675Liabilities 2018: $17,446Net Assets 2018: $3,436,2292018Assets 2019: $3,514,573Liabilities 2019: $5,000Net Assets 2019: $3,509,5732019Assets 2020: $3,642,075Liabilities 2020: $5,500Net Assets 2020: $3,636,5752020Assets 2021: $4,090,127Liabilities 2021: $5,000Net Assets 2021: $4,085,1272021Assets 2022: $3,508,152Liabilities 2022: $5,000Net Assets 2022: $3,503,1522022Assets 2023: $3,784,234Liabilities 2023: $11,419Net Assets 2023: $3,772,8152023Assets 2023: $3,784,234Liabilities 2023: $11,419Net Assets 2023: $3,772,8152023Assets 2024: $4,420,545Liabilities 2024: $20,722Net Assets 2024: $4,399,8232024

Highlighted filing

2023

Assets$3,784,234
Liabilities$11,419
Net Assets$3,772,815

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $258,0542010Expenses 2011: $198,6822011Expenses 2012: $229,1702012Expenses 2013: $284,5122013Revenue 2014: $441,396Expenses 2014: $94,361Net Income 2014: $347,0352014Revenue 2015: $296,071Expenses 2015: $86,237Net Income 2015: $209,8342015Revenue 2016: $234,697Expenses 2016: $65,293Net Income 2016: $169,4042016Revenue 2017: $233,396Expenses 2017: $78,608Net Income 2017: $154,7882017Revenue 2018: $361,944Expenses 2018: $63,021Net Income 2018: $298,9232018Revenue 2019: $357,827Expenses 2019: $83,589Net Income 2019: $274,2382019Revenue 2020: $119,198Expenses 2020: $108,663Net Income 2020: $10,5352020Revenue 2021: $177,457Expenses 2021: $81,009Net Income 2021: $96,4482021Revenue 2022: $202,462Expenses 2022: $69,102Net Income 2022: $133,3602022Revenue 2023: $41,429Expenses 2023: $67,002Net Income 2023: -$25,5732023Revenue 2023: $41,429Expenses 2023: $67,002Net Income 2023: -$25,5732023Revenue 2024: $150,977Expenses 2024: $53,749Net Income 2024: $97,2282024

Highlighted filing

2023

Revenue$41,429
Expenses$67,002
Net Income-$25,573
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 14, 2024
Return Version
2022v5.0
Gross Receipts
$83,517
Mission and Program Overview

Mission

The organization's specific and primary purpose is to establish, receive and maintain funds for the support of catholic elderly services within the archdiocese of miami.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,350,735$2,648,557▲ $297,822
Savings and Temporary Cash Investments$1,157,417$1,135,677▼ $21,740
Total Assets$3,508,152$3,784,234▲ $276,082
Liabilities
Accounts Payable and Accrued Expenses$5,000$11,419▲ $6,419
Total Liabilities$5,000$11,419▲ $6,419
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,224,767$3,499,707▲ $274,940
Net Assets With Donor Restrictions$278,385$273,108▼ $5,277
Total Net Assets Fund Balance$3,503,152$3,772,815▲ $269,663
Total Liabilities and Net Assets / Fund Balance$3,508,152$3,784,234▲ $276,082
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$25,220
Program Service Revenue
$0
Investment Income
$16,209
Other Revenue
$0
All Other Contributions
$25,220
Change in Net Assets
$-25,573

Audited Revenue Reconciliation

Revenue per Audited Statements
$41,429
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$295,236
Total Revenue per Audited Statements
$336,665
Total Revenue per Form 990
$41,429
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$49,785
Other Expenses$17,217
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$28,000--$28,000
Grants to Domestic Orgs$21,785--$21,785
Fees for Services Accounting-$7,464-$7,464
Other Expenses-$3,667-$3,667
Insurance-$14-$14
Total Functional Expenses$49,785$17,217$0$67,002

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$67,002
Total Expenses per Audited Statements$67,002
Total Expenses per Form 990$67,002
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic Charities for ElderlyLauderdale Lakes, FL501c3Meals$21,785
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The sole member, is the archbishop of the archdiocese of miami and his successors in office, has the right to appoint the board of directors in accordance with the organization's bylaws.

Form 990, Part VI, Section A, Line 7B

The sole member has the right to appoint the board of directors and to determine any matter which may be properly brought before the members for action.

Form 990, Part VI, Section B, Line 11B

The director of finance and cfo conducts a comprehensive review of the form 990 before it is filed. Form 990 is provided to members of the board of directors for their review before the return is filed.

Form 990, Part VI, Section B, Line 12C

All employees and directors are covered by the conflict of interest policy and are provided with the policy upon hire. The policy is reviewed annually by the corporate compliance officer, who also determines whether a conflict may exist. Per policy, employees are required to disclose any potential conflicts of interest. If a conflict of interest occurs, it is investigated and the results are reported to the governing body. Legal and disciplinary action and restrictions are identified on an individual basis.

Form 990, Part VI, Section B, Line 15A

The board of directors determines the compensation and benefits of the top official. The board of directors is independent with respect to compensation and benefits. Total compensation anaylsis is conducted by an independent consultant who provides data to compare compensation and benefits for similiar positions within the industry. Compensation and benefit changes for the top official is discussed in board meetings and is properly documented in the minutes.form 990, part vii, line 1a average hours per week for certain officers arepaid by the catholic health services, a related organization, for hours worked for related organizations as follows: david d'amico - 49.5 hours, aristides pallin - 49.5 hours and brian kiedrowski - 49.5 hours.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available for pulbic inspection upon request.

Filing and Contact Details

Filer

Filer Name
Catholic Elderly Services Inc
EIN
65-0312041
Phone
9544841515
Address
4790 NORTH STATE ROAD 7, LAUDERDALE LAKES, FL 33319
Doing Business As
Catholic Health Services Foundation

Signing Officer

Name
Laura Wilson
Title
CFO
Phone
9544841515
Signed
2024-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Jo Frick
Formed
1998
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Verdeja & Alvarez Llp
Address
255 ALHAMBRA CIR STE 630, CORAL GABLES, FL 33134-7417
Preparer
Octavio a Verdeja
Phone
3054463177
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The organization has adopted the provisions of asc no 740, "accounting for uncertainty in income taxes" ("asc no 740"). Asc 740 required that the impact of tax positions to be recognized in the financial statements if they are more likely than not of being sustained upon examination. Accordingly, no provision for income taxes is made in the financial statements. At 9/30/23, there were no uncertain tax positions. The organization files tax returns with us federal and other tax authorities for which statue limitations may go back to the year ended 2020.

Raw XML AppendixShowing 400 of 668 raw XML fields

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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011419
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION'S SPECIFIC AND PRIMARY PURPOSE IS TO ESTABLISH, RECEIVE AND MAINTAIN FUNDS FOR THE SUPPORT OF CATHOLIC ELDERLY SERVICES WITHIN THE ARCHDIOCESE OF MIAMI.
IRS990/AllOtherContributionsAmt025220
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CATHOLIC HEALTH SERVICES INC
IRS990/BooksInCareOfDetail/PhoneNum09544841515
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04790 N STATE ROAD 7
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAUDERDALE LAKES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033319
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt025220
IRS990/CYGrantsAndSimilarPaidAmt049785
IRS990/CYInvestmentIncomeAmt016209
IRS990/CYOtherExpensesAmt017217
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-25573
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt067002
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt041429
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION SUPPORTS THE PATIENTS AND RESIDENTS OF THE CATHOLIC HEALTH SERVICES ORGANIZATION AS WELL AS ITS EMPLOYEES AND COMMUNITY: PROVIDES GRANTS TO EMPLOYEES FOR URGENT NEEDS, PURCHASES OF MEDICAL EQUIPMENT FOR RESIDENTS AND SPONSORSHIP OF COMMUNITY EVENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0CATHOLIC HEALTH SERVICES FOUNDATION
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0278385
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0273108
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt049785
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07464
IRS990/FeesForServicesAccountingGrp/TotalAmt07464
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt049.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt149.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt249.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1241629
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1343314
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1438356
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0RALPH LAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm1SR ELIZABETH A WORLEY SSJ SR
IRS990/Form990PartVIISectionAGrp/PersonNm2JULIE STAUB
IRS990/Form990PartVIISectionAGrp/PersonNm3PATRICIA PALAMARA
IRS990/Form990PartVIISectionAGrp/PersonNm4BUD FARREY
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRISTOPHER CATALLO
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK PANCIERA
IRS990/Form990PartVIISectionAGrp/PersonNm7DR MANUEL P ANTON III
IRS990/Form990PartVIISectionAGrp/PersonNm8AURELIO FERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm9PATRICK TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm10DR VICTOR ROMANO
IRS990/Form990PartVIISectionAGrp/PersonNm11LESLIE KENNETH BARNETT
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID D'AMICO
IRS990/Form990PartVIISectionAGrp/PersonNm13ARISTIDES PALLIN
IRS990/Form990PartVIISectionAGrp/PersonNm14BRIAN KIEDROWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm15J PATRICK FITZGERALD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12348897
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13496204
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14415205
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CMO
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASSISTANT SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-42088
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt049785
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt028000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt028000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt021785
IRS990/GrantsToDomesticOrgsGrp/TotalAmt021785
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt083517
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt014
IRS990/InsuranceGrp/TotalAmt014
IRS990/InvestmentIncomeGrp/ExclusionAmt058297
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt058297
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02350735
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02648557
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt042088
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION'S SPECIFIC AND PRIMARY PURPOSE IS TO ESTABLISH, RECEIVE AND MAINTAIN FUNDS FOR THE SUPPORT OF CATHOLIC ELDERLY SERVICES WITHIN THE ARCHDIOCESE OF MIAMI.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03503152
IRS990/NetAssetsOrFundBalancesEOYAmt03772815
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-42088
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-42088
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0295236
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03224767
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03499707
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER OPERATING EXPENSE
IRS990/OtherExpensesGrp/Desc1BANKING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06072
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13667
IRS990/OtherExpensesGrp/TotalAmt06072
IRS990/OtherExpensesGrp/TotalAmt13667
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARY JO FRICK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt032708
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt048578
IRS990/PYInvestmentIncomeAmt0169754
IRS990/PYOtherExpensesAmt020524
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0133360
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt069102
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0202462
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-25573
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01157417
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01135677
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION PROVIDES SUPPORT TO CATHOLIC RELIEF AND CATHOLIC CHARITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 6
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0590865839
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1592645139
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CATHOLIC ARCHDIOCESE OF MIAMI
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CATHOLIC HEALTH SERVICES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt067002
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0295236
IRS990ScheduleD/RevenueNotReportedAmt0295236
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt041429
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ASC NO 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" ("ASC NO 740"). ASC 740 REQUIRED THAT THE IMPACT OF TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THEY ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON EXAMINATION. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. AT 9/30/23, THERE WERE NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES TAX RETURNS WITH US FEDERAL AND OTHER TAX AUTHORITIES FOR WHICH STATUE LIMITATIONS MAY GO BACK TO THE YEAR ENDED 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt067002
IRS990ScheduleD/TotalRevenuePerForm990Amt041429
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0336665
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt067002
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt028000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EMERGENCY NEEDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0EMERGENCY NEEDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt021785
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0MEALS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MEALS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CATHOLIC CHARITIES FOR ELDERLY
IRS990ScheduleI/RecipientTable/RecipientEIN0208197409
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03075 NW 35TH AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAUDERDALE LAKES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033311
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/IndependentConsultantInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0496204
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1415205
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2348897
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt024290
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt128951
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt224115
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt019024
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt19405
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt217514
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ARISTIDES PALLIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1BRIAN KIEDROWSKI

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$0.02$4.40$0.15$0.05$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.78$0.01$3.77$0.04$0.07$0.03
2023Summary only. Only limited summary data is available for this year.$3.78$0.01$3.77$0.04$0.07$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$0.01$3.50$0.20$0.07$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.01$4.09$0.18$0.08$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.01$3.64$0.12$0.11$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$0.01$3.51$0.36$0.08$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.02$3.44$0.36$0.06$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.01$3.16$0.23$0.08$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.82$0.01$2.81$0.23$0.07$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.54$0.30$0.09$0.21
2014Summary only. Only limited summary data is available for this year.$2.53$0.01$2.51$0.44$0.09$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.02$2.28$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.00$2.08$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.00$1.79$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.02$1.54$0.26