2026-07-13T17:25:46-05:00 2025-06-30 860750225 Keegan Linscott & Associates PC 3443 N Campbell Avenue Suite 115 Tucson AZ 85719 990 2024-07-01 860100880 Catholic Community Services of Southern Arizona Inc CATH 5206230344 268 W Adams St Tucson AZ 85705 Margaret Yonkovich Interim CFO 5206230344 2026-07-09 1 1 Carla J Keegan P00596839 5208840176 2024 2025-03-06 01:10:19Z X Margaret Yonkovich 268 W Adams St Tucson AZ 85705 32051286 0 0928 X www.ccs-soaz.org X 1933 AZ We strengthen children, adults, families and communities by providing help, creating hope and serving all. 22 22 569 108 0 0 5363621 5839043 25611280 20614121 565449 698588 1407174 98708 32947524 27250460 0 0 0 0 20954249 18969139 0 0 393154 12927658 9219031 33881907 28188170 -934383 -937710 30322696 27193704 3863226 3165300 26459470 24028404 X Catholic Community Services provides a wide range of services and programs to children, older adults, individuals, families, and people with disabilities. These program and services have specific goals for each group and CCS reviews the programs for outcomes and outputs each year. 0 1 7182547 6255140 Services for the Disabled: Programs for persons with disabilities strive to maximize independence for Deaf, Deafblind, people with hearing loss, or those with development disabilities. 340 Deaf and Deafblind people received 3200 hours of case management; 20 people received 1,127 hours of counseling. Community Living Program provided residential living support for 34 individuals with disabilities, ranging from a few hours each day to 24-hour comprehensive care in a licensed group home. 7063459 8776639 Family and Children's Services: The goal of Catholic Community Services' Family and Children's Services is to help build strong and healthy families in which children are protected, happy and thriving. CCS helps meet immediate/fundamental needs, helps those in transition to become stable, and supports families as they achieve strong, secure, and independent lives. These programs are provided in a variety of locations with varied goals. Pio Decimo Center provided 2004 individuals with food, clothing, and household items. 20 families were helped with transitional housing. 21 families served- 69 individuals (35 adults and 34 children) were housed in Transitional Housing. 35 families were able to maintain their living situation through eviction prevention. CCS programs for children/families included: child abuse prevention; 425 parents supported in addiction treatment to achieve permanency with their children; 70 children in foster family care; 195 Kinship families supported. 111 children were served with low-cost day care and after school programs. The volunteers and staff in the tax services program prepared over 10,840 tax returns for low-income families, resulting in over $8,433,299 million in tax refunds. Taxpayer clinic of So AZ supported 81 low-income taxpayers with controversy and provided tax consultation to 122 individuals. Migration and Refugee Services resettled 220 refugees and enrolled 517 in Refugee Social Service Program. Immigration legal services provided 405 consultations and managed 192 cases. 3031939 3338048 Nutrition: 47,400 meals for elderly and disabled individuals were provided through Catholic Community Services' home-delivered meal program and congregate nutrition centers in Western Arizona. In addition to the balanced and nutritious meals, the home-delivered meal program brings a friendly visitor to check on everyone's wellbeing. 1421188 979620 Casa Alitas: CCS ceased operations of the Casa Alitas program January 2025. We served over 2,661 asylum seekers and provided case management to 71 during October 2024 to November 2024, partnering with other agencies. 1359365 453100 Medical Services: CCS provided recuperative care for 312 unhoused individuals recovering from acute medical issues, achieving 61% of participants discharged to safer, permanent living situations and a low hospital readmission rate of 12%. 699061 811574 Aging: Congregate centers provide social interaction and exercise for seniors. Older adults received 23,220 hours of care in our Adult Day Health Center. CCS also assisted 62 low- and middle-income seniors with safe and affordable housing at Barrio Viejo Elderly Housing. 31 seniors received adult day health services. 1745620 0 Other Programs: CCS provided therapeutic services for a total of 8,473 hours. Domestic Violence prevention and intervention services assisted 381 unduplicated individuals for a total of 13,931 shelter nights. Lay Legal Advocacy Services were provided to the individuals residing in shelter with a total of 2,233 hours. Mobile and Community-based services for this same population were provided to 278 unduplicated individuals with 3,090 hours of advocacy. 5225234 2244294 22503179 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 277 0 1 569 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 22 22 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X The Organization 5206230344 268 W Adams St Tucson AZ 85705 Donna Zazworsky Board President 3.00 X X 0 0 0 Patricia Harms Board Vice President 3.00 X X 0 0 0 Bill Marra Board Treasurer 3.00 X X 0 0 0 Anne Morales Board Secretary 3.00 3.00 X X 0 0 0 Tony Fonze Past Board President 3.00 1.00 X 0 0 0 Susan Cordts Board Member 1.00 X 0 0 0 Susan Snedaker Board Member 1.00 X 0 0 0 Samantha Ansinelli Board Member 1.00 3.00 X 0 0 0 George Bradbury Board Member 1.00 X 0 0 0 Steve Cummings Board Member 1.00 X 0 0 0 Elena d'Autremont Board Member 1.00 X 0 0 0 Howard Richard Board Member 1.00 X 0 0 0 Felicia Johnson Board Member 1.00 1.00 X 0 0 0 Charles Geoffrion Board Member 1.00 3.00 X 0 0 0 Tom DuPlain Board Member 1.00 1.00 X 0 0 0 Maryann Hockstad Board Member 1.00 X 0 0 0 Alex Horvath Board Member 1.00 X 0 0 0 Maria Elena McElroy Board Member 1.00 X 0 0 0 Joe Waterford Board Member 1.00 X 0 0 0 Elena Dwyre Chief Executive Officer 37.00 3.00 X 237521 0 22476 Jesus Fernandez Chief Financial Officer 39.50 0.50 X 161583 0 20848 Beth Frantz Chief Fiancial Officer 39.50 0.50 X 0 0 0 Eva Mendez-Counts Executive Director, Quality & Compliance 40.00 X 130259 0 14932 George Rushing Executive Director, Children & Family Services 40.00 X 132213 0 11231 Clay Cummings Executive Director, Information Technology 40.00 X 111379 0 17652 Heather Karp Executive Director, Human Resources 40.00 X 105672 0 14053 878627 0 101192 6 0 1 0 IDEA'L MARKETING 7454 E BROADWAY BLVD STE 200 TUCSON AZ 85710 TNY HOMES CONSTRUCTION 668500 SILVERADO TECHNOLOGIES 4534 E CAMP LOWELL DR TUCSON AZ 85712 IT MAINT. 314937 VET-SEC PROTECTION AGENCY 7206 N 55TH AVE GLENDALE AZ 85301 SECURITY EMPTY BUILDING 244862 ROBERT CARLOR CONSTRUCTION 2 E CONGRESS SUITE 900 TUCSON AZ 85701 BUILDING CONSTRUCTION RESPITE 147973 4 159462 37648 1978895 3663038 422050 5839043 Program Services Fees 624200 20614121 20614121 20614121 215952 215952 5173755 88934 4712091 67962 461664 20972 482636 482636 28346 37648 20773 7573 7573 Other Income 900099 91135 91135 91135 27250460 20614121 0 797296 392200 392200 14339071 12064679 2103029 171363 860331 756455 93666 10210 1956487 1612995 325956 17536 1421050 1167120 237957 15973 29407 29407 2282141 1288709 960794 32638 1251906 1125236 126670 20307 128 20179 877594 700691 125867 51036 Supplies 1937606 1869274 37846 30486 Direct financial assist 776454 776454 Equipment 765081 179003 573907 12171 Other Operating Expense 763480 524510 188414 50556 515055 437925 75945 1185 28188170 22503179 5291837 393154 1365276 1953828 2555 61934 4114517 4317377 14664 13965 87477 140061 26067762 11512107 14118221 14555655 7192748 4122212 3427238 2028672 30322696 27193704 2139666 1801247 1411263 1196295 312297 167758 3863226 3165300 X 20856853 20402375 5602617 3626029 26459470 24028404 30322696 27193704 X -937710 -222537 -1270819 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94570 94570 94570 94570 94570 94570 91496 3074 94570 91496 91496 1.00000 0 0 972419 972419 20983057 8915622 12067435 3217858 2503334 714524 894428 93151 801277 14555655 Property held for sale 1880000 Operating lease right-of-use assets 148672 2028672 Operating lease liabilities 146079 Finance lease lieabilites 21679 167758 X Part V, Line 4: The Organization's endowments were established to support, further, and enhance the mission of the Organization. Part X, Line 2: The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code, as confirmed by a determination letter issued by the Internal Revenue Service, and is classified as other than a private foundation under IRC Section 509(a)(1). Accordingly, no provision is made in the accompanying consolidated financial statements for federal and state income taxes. Income from certain activities not directly related to the Organization's tax exempt purpose, however, may be subject to taxation as unrelated business income. Management is not aware of any matters which would cause the Organization to lose its tax-exempt status. Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Organization's returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed. The Organization recognizes interest and penalties related to unrecognized tax benefits in general and administrative expenses and accrued expenses in the accompanying consolidated financial statements. During the years ended June 30, 2025 and 2024, the Organization did not recognize any interest and penalties. Yuma Gala 65994 37648 28346 600 17631 2542 65994 37648 28346 600 17631 2542 20773 7573 X X 1 0 0 0 0 0 0 0 0 Elena Dwyre Chief Executive Officer 181307 0 37000 0 19214 0 13532 0 8944 0 259997 0 0 0 Jesus Fernandez Chief Financial Officer 92219 0 29672 0 39692 0 13412 0 7436 0 182431 0 0 0 Part I, Line 4a The following individual received severance compensation: Jesus Fernandez: $25,835 X 2 5100 FMV X 1 379037 FMV X 0 8471 Cost and FMV X Supplies 0 29442 Cost and FMV 0 0 0 1 Part I, Column (b): The amounts listed for donations of food and supplies consists of many individual, group, and organization donations. Tracking the numbers of donations throughout the year is impracticable, therefore the organization does not do so. Part I, Line 32b: For donated vehicles, the organization works with a third party organization that manages car donations for nonprofit organizations. Form 990, Part III, line 3 The organization ceased operations of its Casa Alitas program in January 2025. See Part III, line 4d, Casa Alitas. Form 990, Part VI, Section A, line 6 The organization has one member. The person who holds the office of Bishop of the Roman Catholic Church, Diocese of Tucson is the Member of this organization. Form 990, Part VI, Section A, line 7a The Executive Committee nominates potential Directors for the Board, subject to the approval of the Member, for subsequent election by the Board of Directors. The Member has the power to remove any member of the Board of Directors and any Officer of the organization or nominees for such positions, for cause when the best interest of the organization will be served by such removal. Form 990, Part VI, Section A, line 7b Articles of Incorporation and the Bylaws of the organization may not be revised, amended, restated or suspended without approval of the Member. The CEO of the organization is appointed by the Board of Directors, subject to the approval of the Member. Form 990, Part VI, Section B, line 11b The 990 is presented to the Board of Directors for review and approval before final is issued. Form 990, Part VI, Section B, line 12c Officers, directors and key employees are required to disclose annually any interests that could give rise to conflict. Employees are assigned conflict of interest training, annually, through our Relias learning module. Employees are made aware of the guidelines to follow concerning ethical and lawful obligations to abide by and the need to report any potential conflict. Managers receive additional training during management meetings. Form 990, Part VI, Section B, line 15a CCS uses a compensation calculator set up by compensation consultant. Form 990, Part VI, Section C, line 19 Available upon request. Form 990, Part XI, line 9: Impairment Loss on Property Held for Sale -1,270,819. Form 990, Line B - AMENDMENTS: The original return was filed with zero activity. This amended return includes all the activity for the year as follows: Form 990, Lines B - "Amended return" is checked. Form 990, Line G - The current gross receipts of $32,051,286 are listed. Part I, Summary - The current year amounts are listed, and the following lines have changed: Total revenue of $27,250,460, total expenses of $28,188,170, revenue less expenses of -$937,710, total assets of $27,193,704, total liabilities of $3,165,300, and net assets of $24,028,404. Part III, Statement of Program Service Accomplishment - Line 3 is now answered "yes", and lines 4a-4d have been completed. Line 4a - The current year expenses of $7,182,547, revenue of $6,255,140, and program service description are disclosed. Line 4b - The current year expenses of $7,063,459, revenue of $8,776,639, and program service description are disclosed. Line 4c - The current year expenses of $3,031,939, revenue of $3,338,048, and program service description are disclosed. Line 4d - The current year expenses of $5,225,234 and revenue of $2,244,294 are disclosed, with the program service descriptions disclosed on Schedule O. Line 4e - The total program services expenses of $22,503,179 are listed. Part IV, Checklist of Required Schedules - The information reflects answers for the current year. The following lines have changed: lines 2, 11f, 18, 23 and 29 are answered "yes". Part V, Statements Regarding Other IRS Filings and Tax Compliance - Line 1a now shows "277". Part VII, Section A, Compensation of Officers - Lines 1: The current year officers and directors listed remain unchanged but now include amounts in columns (D) and (F). Four highest compensated employees are now listed including amounts in columns (D) and (F). Reportable compensation from the organization equaling $878,627 and other compensation of $101,192 is disclosed. Line 2 shows "6", and line 4 is answered "yes". Part VII, Section B, Independent Contractors - Lines 1 list four highest compensated independent contractors; line 2 now shows "4". Part VIII, Statement of Revenue - The current year total revenue of $27,250,460 is reported. The related or exempt function revenue equals $20,614,121, and revenue excluded from tax equals $797,296. Part IX, Statement of Functional Expenses - The current year expenses are reported. The program service expenses equal $22,503,179, the management & general expenses equal $5,291,837, the fundraising expenses equal $393,154, totaling $28,188,170 of functional expenses. Part X, Balance Sheet - The current year amounts are reported. The total assets are $27,193,704, the total liabilities are $3,165,300, the total net assets are $24,028,404, and the total liabilities and net assets are $27,193,704. Part XI, Reconciliation of Net Assets - The current year amounts are included as described above, as well as net unrealized losses on investments of -$222,537, and other changes in net assets of -$1,270,819. Part XII, Financial Statements and Reporting - Lines 2b, 2c, 3a and 3b are now answered "yes", and line 2b is marked "Consolidated basis". Schedule B has been completed. Schedule B, Part I, Contributors - 53 contributors are listed with contributions totaling $4,052,857. Schedule B, Part II, Noncash Property - One contributor is listed with contributions totaling $379,037. Schedule D, Part V, Endowment Funds - Line 2b now shows 100%. Schedule D, Part VI, Land, Buildings, and Equipment - Line 1a(b) changed to 972,419, Line 1b(b) to $20,983,057, Line 1d(b) to $3,217,858, Line 1e(b) to $894,428, Line 1b(c) to $8,915,622, Line 1d(c) to $2,503,334, Line 1e(c) to $93,151, resulting in Column (d) total of $14,555,655. Schedule D, Part IX, Other Assets - The current year other assets total changed to $2,028,672. Schedule D, Part X, Other Liabilities - Line 1: the current year other liabilities total changed to $167,758. Line 2 is now selected. Schedule D, Part XIII, Supplemental Information, has been updated. - The text of the footnote to the financial statements is listed for Part X, Line 2. Schedule G has been completed. Schedule G, Part II, Fundraising Events - One fundraising event is listed, with net income summary of $7,573 reported on line 11. Schedule J has been completed. Schedule J, Part I, Questions Regarding Compensation - The information reflects answers for the current year. Schedule J, Part II, Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees - Two employees are listed, with column (E) showing total compensation of $442,428. Schedule J, Part III, Supplemental Information - The disclosure is listed for Part I, Line 4a, severance compensation for one employee. Schedule M has been completed. Schedule M, Part I, Types of Property - Noncash contributions totaling $422,050 are reported in column (c). Line 29 shows "0", and lines 30a-32a reflect answers for the current year. Schedule M, Part II, Supplemental Information - Disclosures are listed for Schedule M, Part I, Column (b) and for Schedule M, Part I, Line 32b. Schedule O has been updated. Form 990, Part III, Line 3 - The disclosure has been added. Form 990, Part III, Line 4b - The disclosure has been added. Form 990, Part III, Line 4d - The disclosures including expenses totaling $5,225,234 and revenue totaling $2,244,294 have been added. Form 990, Part XI, line 9, Changes in Net Assets - The disclosure has been added. Schedule R has been updated. Schedule R, Part V, Transactions With Related Organizations - Lines 2 include the current year amounts, totaling $1,780,225. CCS Housing Partners LLC 140 W Speedway Suite 230 Tucson AZ 85705 201326548 real estate AZ Diocese of Tucson 111 S Church Avenue Tucson AZ 85702 860133391 Roman Catholic Diocese for Southern Arizona AZ 501(c)(3) 170(b)(1)(A)(i) 0 CCS Foundation 268 W Adams St Tucson AZ 85705 204044791 Fundraising to support Catholic ministries AZ 501(c)(3) 170(b)(1)(A)(i) 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Catholic Community Services Foundation C 1578895 Cash value Catholic Community Services Foundation D 201330 Cash value