2022-05-16T08:16:23-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2020-07-01 421342872 CATHERINE MCAULEY CENTER INC CATH 3193634993 1220 5TH AVE SE CEDAR RAPIDS IA 52403 PAULA LAND EXECUTIVE DIRECTOR 3193634993 2022-05-16 1 PAULA LAND 999009999 DAVID LITTLE P01480921 3193632697 2022-05-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PAULA LAND 1220 5TH AVE SE CEDAR RAPIDS IA 52403 3964344 0 X WWW.CMC-CR.ORG X 1990 IA OFFER HOPE AND OPPORTUNITY THROUGH EDUCATIONAL AND SUPPORTIVE SERVICES 18 18 35 518 0 0 4348936 3548434 22159 30832 48954 -115586 23060 145736 4443109 3609416 257203 192703 0 0 1258557 1308442 0 0 214570 407316 668710 1923076 2169855 2520033 1439561 6534209 7100248 1507065 313987 5027144 6786261 X THE CATHERINE MCAULEY CENTER (CMC) OFFERS HOPE AND OPPORTUNITY THROUGH EDUCATIONAL AND SUPPORTIVE SERVICES THAT PROMOTE STABILITY, SKILL-BUILDING, AND CONNECTION. 0 0 829086 192703 THE REFUGEE & IMMIGRANT SERVICES (RIS) PROVIDES REFUGEE RESETTLEMENT AND CASE MANAGEMENT AND ASSISTANCE IN NAVIGATING COMMUNITY RESOURCES, SUCH AS HEALTHCARE, PUBLIC TRANSPORTATION, LEGAL SERVICES, THE SCHOOL SYSTEM, AND SOCIAL SERVICES. THE RIS EMPLOYMENT PROGRAM INCLUDES EMPLOYMENT-READINESS CLASSES, INDIVIDUAL JOB-SEEKING ASSISTANCE, TRANSPORTATION, PARTNERSHIPS WITH LOCAL EMPLOYERS TO CONNECT REFUGEE AND IMMIGRANT JOB SEEKERS WITH PROSPECTIVE EMPLOYERS AS WELL AS AN IN-HOME CHILD CARE BUSINESS DEVELOPMENT AND TRAINING PROGRAM. IN FISCAL YEAR 2020, A TOTAL OF 528 REFUGEES AND IMMIGRANTS WERE SERVED THROUGH THESE PROGRAMS. 339339 0 EDUCATION SERVICES PROVIDES FREE ONE-ON-ONE TUTORING TO ADULT LEARNERS IN ENGLISH AS A SECOND LANGUAGE, BASIC MATH AND LITERACY SKILLS, COMPUTERS, AND U.S. CITIZENSHIP EXAM PREPARATION. OVER 350 VOLUNTEERS, TRAINED & GUIDED BY A TEAM OF PROFESSIONAL STAFF, PROVIDE THE MAJORITY OF DIRECT INSTRUCTION. FY21 SAW 257 STUDENTS WORKING ONLINE AND, IN THE LAST QUARTER, IN PERSON. IN FISCAL YEAR 2021, 257 LEARNERS REPRESENTING 38 DIFFERENT COUNTRIES DEDICATED MORE THAN 6500 HOURS OF STUDY AT CMC. THE PROGRAM PRIMARILY SERVES LOW- TO MODERATE-INCOME FAMILIES WHO ARE WORKING TO IMPROVE THEIR DAILY LIFE COMMUNICATION SKILLS, IMPROVE EMPLOYMENT, SUPPORT THEIR FAMILIES, AND ACHIEVE FINANCIAL STABILITY. WE ANTICIPATE OUR NUMBERS WILL COME BACK UP TO PRE-COVID YEARS WITHIN THIS FISCAL YEAR. 341198 0 30832 WOMEN'S SERVICES PROVIDES FEMALE-RESPONSIVE, TRAUMA-INFORMED CASE MANAGEMENT, SKILL-BUILDING EDUCATION, AND A WIDE RANGE OF INDIVIDUAL AND GROUP SUPPORTIVE SERVICES TO WOMEN THAT ARE SERVED THROUGH CMC-BASED RESIDENTIAL PROGRAMS AND GRADUATES OF SERVICES LIVING IN THE COMMUNITY. THE TRANSITIONAL HOUSING PROGRAM SERVES UNACCOMPANIED WOMEN OVER THE AGE OF 18 WHO ARE EXPERIENCING HOMELESSNESS, ARE AT RISK OF HOMELESSNESS, OR ARE EXPERIENCING OTHER SIGNIFICANT CRISES. THE PROGRAM PROVIDES SAFE HOUSING FOR 16 WOMEN AS THEY WORK TO OVERCOME BARRIERS TO LONG-TERM STABILITY AND TO WORK ON THEIR INDIVIDUAL GOALS. THE SUPPORTIVE HOUSING PROGRAM SERVES GRADUATES OF CMC'S TRANSITIONAL HOUSING PROGRAM THAT ARE NEEDING LONGER-TERM SUPPORTIVE SERVICES TO SUSTAIN PERMANENT HOUSING. THE PROGRAM PROVIDES SAFE, AFFORDABLE HOUSING FOR 6 WOMEN. AFTERCARE SERVICES ARE AVAILABLE FOR WOMEN THAT HAVE GRADUATED FROM CMC RESIDENTIAL PROGRAMMING AND ARE LIVING IN THE COMMUNITY WITH CASE MANAGEMENT AND SKILL-BUILDING EDUCATION. IN FISCAL YEAR 2021 THE TRANSITIONAL HOUSING PROGRAM SERVED 37 WOMEN, THE SUPPORTIVE HOUSING PROGRAM SERVED 6 WOMEN, AND AFTERCARE SERVED 5 WOMEN. 1509623 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 24 0 35 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X PAULA LAND 3193634993 1220 5TH AVE SE CEDAR RAPIDS IA 52403 ANNE KING PRESIDENT 0.50 X X 0 0 0 MEGAN SCHULTE PRESIDENT ELECT 0.50 X X 0 0 0 MAX SMITH PAST PRESIDENT 0.50 X X 0 0 0 SHARI SUTHERLAND SOM REP & DIRECTOR 0.50 X X 0 0 0 LINDA BARNES SECRETARY 0.50 X X 0 0 0 TATUM BUSE TREASURER 0.50 X X 0 0 0 BRUCE VANDERSANDEN DIRECTOR 0.50 X 0 0 0 DONALD CHIZEK DIRECTOR 0.50 X 0 0 0 ELIZABETH BERNAL LOPEZ DIRECTOR 0.50 X 0 0 0 GARY LANDHAUSER DIRECTOR 0.50 X 0 0 0 JAMES KLEIN DIRECTOR 0.50 X 0 0 0 JOHN BAILEY DIRECTOR 0.50 X 0 0 0 KATHY THILL DIRECTOR 0.50 X 0 0 0 KEESHA BURKE-HENDERSON DIRECTOR 0.50 X 0 0 0 KIM BECICKA DIRECTOR 0.50 X 0 0 0 KIM GRADY DIRECTOR 0.50 X 0 0 0 KIMBERLY HILLYARD DIRECTOR 0.50 X 0 0 0 LORI WEIH DIRECTOR 0.50 X 0 0 0 NATE KLEIN DIRECTOR 0.50 X 0 0 0 JAMES KLEIN DIRECTOR 0.50 X 0 0 0 NATE KLEIN DIRECTOR 0.50 X 0 0 0 STACIE OSAKO DIRECTOR 0.50 X 0 0 0 STEFANIE MUNSTERMAN-SCRIVEN DIRECTOR 0.50 X 0 0 0 VINH NGUYEN DIRECTOR 0.50 X 0 0 0 PAULA LAND EXECUTIVE DIRECTOR 40.00 X 77543 0 7673 77543 0 7673 0 0 0 0 RINDERKNECHT ASSOCIATES INC 1000 29TH AVE SW CEDAR RAPIDS IA 52404 CONSTRUCTION SERVICES 361715 SERVICEMASTER RESTORE 3201 MARKET STREET GREEN BAY WI 54304 CONSTRUCTION SERVICES 286304 POLY VINYL ROOFING INC 785 ELBOW CREEK ROAD MOUNT VERNON IA 52314 CONSTRUCTION SERVICES 258755 3 134587 22288 809069 2582490 2598 3548434 PROGRAM FEES 624100 30832 30832 30832 29050 29050 209721 181455 172902 28266 -172902 -144636 -144636 0 22288 571 -571 -571 INSURANCE PROCEEDS 900099 145948 145948 OTHER REVENUE 900099 359 359 146307 3609416 30832 0 30150 192703 192703 90227 29775 55941 4511 1009450 665146 232832 111472 12117 6787 4102 1228 119187 75971 27662 15554 77461 49832 19104 8525 15106 15106 44810 36167 8643 92095 41910 17013 33172 134428 115576 9586 9266 184 123 61 5809 515 4865 429 229571 173591 52566 3414 45069 38272 4937 1860 PROGRAM ACTIVITY 67109 67109 BOOKS, DUES, SUBSCRIPTI 19364 16091 450 2823 15165 178 1375 13612 2169855 1509623 445662 214570 13635 14181 76179 558123 299585 307018 13257 12788 5009107 453597 4848559 4555510 1282994 1652628 6534209 7100248 257435 146915 2933 4879 996224 0 250473 162193 1507065 313987 X 823513 5790161 4203631 996100 5027144 6786261 6534209 7100248 1439561 319556 0 X X 0 1 X 1 0 X 754129 1116084 2057283 4348936 3548434 11824866 754129 1116084 2057283 4348936 3548434 11824866 1005832 10819034 43278 24762 68385 57805 29050 223280 3372 306 63 10205 146307 160253 12208399 144336 0.88620 0.85480 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2016 AMOUNT: $ 3,372. 2017 AMOUNT: $ 306. 2018 AMOUNT: $ 63. 2019 AMOUNT: $ 10,205. INSURANCE PROCEEDS - 2020 AMOUNT: $ 146,307. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1218492 26000 356515 33240 1567767 1263145 22093 66746 1218492 1284607 2812 45341 69615 1263145 1244616 139353 98362 1284607 1191956 132300 79640 1244616 0.48000 0.31000 0.21000 1 0 359699 359699 4353348 347765 4005583 296060 105832 190228 4555510 RECEPTION AND PLACEMENT 21265 PAYCHECK PROTECTION PROGRAM LOAN 140928 162193 X 3928972 319556 319556 3609416 0 3609416 2169855 0 2169855 0 2169855 PART IV, LINE 2B: A PORTION OF THE FEE CHARGES TO RESIDENTS IS HELD BY THE ORGANIZATION FOR THE BENEFIT OF THE RESIDENT. AT THE POINT THE INDIVIDUAL IS NO LONGER STAYING AT THE ORGANIZATION, THESE FUNDS ARE PAID TO THEM. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF VARIOUS FUNDS ESTABLISHED TO SUPPORT CAPITAL, PROGRAMMING, AND THE GENERAL OPERATING NEEDS OF CATHERINE MCAULEY CENTER, INC. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW, WHICH PROVIDES INCOME TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES. THE INTERNAL REVENUE SERVICE HAS NOT CLASSIFIED THE ORGANIZATION AS A PRIVATE FOUNDATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR EVALUATING UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2021 AND 2020. TEA SALES 21517 21517 571 21517 21517 571 571 -571 1 ASSISTANCE FOR REFUGEES ESTABLISHING IN-HOME CHILD CARE BUSINESS 10 7672 ASSISTANCE FOR SUPPORTING REFUGEES ESTABLISH EMPLOYMENT 84 17095 ASSISTANCE PAYMENTS FOR FOOD AND MINOR BILLS 65 13017 ASSISTANCE PAYMENTS FOR RESETTLEMENT AND PLACEMENT OF REFUGEES 34 39699 ASSITANCE WITH TRANSPORTATION 285 6571 ASSISTANCE FOR DERECHO SUPPORT 60 108649 PART I, LINE 2: THE ORGANIZATION WORKS CLOSELY WITH INDIVIDUALS THOUGH THE ORGANIZATION'S PROGRAMMATIC ACTIVITY TO ENSURE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE, COMPRISED OF THE BOARD OFFICERS INCLUDING THE PRESIDENT, PRESIDENT ELECT, PAST PRESIDENT, TREASURER, SECRETARY AND SISTERS OF MERCY REPRESENTATIVE, HAS ALL THE POWERS OF THE FULL BOARD OF DIRECTORS, EXCEPT THAT IT MAY NOT REVERSE AN ACTION OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS, AT ITS NEXT REGULAR MEETING, MUST RATIFY ACTIONS OF THE EXECUTIVE COMMITTEE, EXCEPT WHEN ADVANCE AUTHORITY FOR SUCH ACTION HAS BEEN GRANTED. THE EXECUTIVE COMMITTEE MUST INCLUDE AT MINIMUM ONE SISTER OF MERCY REPRESENTATIVE, IF NO OFFICER OF THE BOARD IS A SISTERS OF MERCY REPRESENTATIVE AN ADDITIONAL SISTERS OF MERCY REPRESENTATIVE SHALL BE ADDED TO THE EXECUTIVE COMMITTEE IN ADDITION TO THE OFFICERS. A SIMPLE MAJORITY CONSTITUTES A QUORUM. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS CONSIST OF THE LEADERSHIP TEAM OF THE SISTERS OF MERCY WEST MIDWEST COMMUNITY (OR ITS SUCCESSOR IN INTEREST). FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE THE RIGHT TO APPROVE ALL NOMINEES FOR THE BOARD AND ACT WITH THE BOARD TO REMOVE ANY ONE OR MORE OF THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS HAVE THE RIGHT TO APPROVE THE FOLLOWING: A. APPROVE CHANGES IN THE MISSION, PURPOSE, PHILOSOPHY OF THE CORPORATION OR A CHANGE TO THE GENERAL STRUCTURE OF THE CORPORATION AS A VOLUNTARY NON-PROFIT CORPORATION FOR EDUCATION AND HOUSING. THIS RESERVED POWER IS INTENDED TO INSURE FIDELITY TO THE TEACHINGS OF THE CATHOLIC CHURCH AND FIDELITY TO THE MERCY CHARISM, CORE VALUES AND TRADITION OF MERCY. B. APPROVE AMENDMENTS TO THE ARTICLES OF INCORPORATION AND TO THE BYLAWS OF THE CORPORATION. C. DISSOLVE OR TERMINATE THE EXISTENCE OF THE CORPORATION AND DETERMINE THE DISTRIBUTION OF ASSETS UPON SUCH DISSOLUTION OR TERMINATION IN ACCORDANCE WITH THE ARTICLES OF INCORPORATION AND AFTER CONSULTATION WITH THE BOARD. D. APPROVE THE SALE OF ALL, OR SUBSTANTIALLY ALL, OF THE CORPORATION'S ASSETS. E. APPROVE ALL NOMINEES FOR THE BOARD AND ACT WITH THE BOARD TO REMOVE ANY ONE OR MORE OF THE DIRECTORS. F. APPROVE OR DENY THE RECOMMENDATION OF THE BOARD OF THE APPOINTMENT OR REMOVAL OF THE EXECUTIVE DIRECTOR OF THE CORPORATION. G. APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION. H. APPROVE CAPITAL EXPENDITURES IN EXCESS OF $1 MILLION. I. RECEIVE THE ANNUAL AUDIT. J. INITIATE THE REQUIRED PROCESS FOR CANONICAL APPROVAL OF THE SALE OR DISSOLUTION OF ASSETS IN EXCESS OF THE AMOUNT SPECIFIED FROM TIME TO TIME BY THE COMPETENT AUTHORITY OF THE ROMAN CATHOLIC CHURCH. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. ONCE PREPARED, A DRAFT WAS PROVIDED TO THE FINANCE COMMITTEE FOR THEIR REVIEW. AFTER THEIR REVIEW, THE ENTIRE BOARD WAS PROVIDED A CURRENT DRAFT TO REVIEW PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL EMPLOYEES AND BOARD MEMBERS. BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS WHEN JOINING THE BOARD AND THEN DISCLOSE ANY IF THEY ARISE WHILE SERVING ON THE BOARD. ANNUAL DISCLOSURE FORMS ARE PROVIDED BY BOARD MEMBERS. IF A CONFLICT IS IDENTIFIED, THE DISCLOSURE FORM WILL BE COMPLETED AND DIRECTED TO THE PRESIDENT OF THE BOARD OF DIRECTORS. ALL DISCLOSURES REQUIRED UNDER THIS POLICY MUST BE DIRECTED IN WRITING TO THE PRESIDENT OF THE BOARD WHO, TOGETHER WITH THE EXECUTIVE COMMITTEE, SHALL BE RESPONSIBLE FOR THE ADMINISTRATION OF THIS POLICY. MATTERS UNDER THIS POLICY CONCERNING BOARD OR COMMITTEE MEMBERS SHALL BE REPORTED INITIALLY TO THE PRESIDENT OF THE BOARD FOR APPROPRIATE ACTION. INFORMATION DISCLOSED TO THE PRESIDENT SHALL BE HELD IN CONFIDENCE EXCEPT WHEN THE BEST INTEREST OF THE INSTITUTION WOULD BE SERVED BY DISCLOSING THE INFORMATION TO BOARD IN EXECUTIVE SESSION. BOARD MEMBERS, OFFICERS, OR COMMITTEE MEMBERS WHO HAVE DECLARED OR BEEN FOUND TO HAVE A CONFLICT OF INTEREST IN ANY MATTER BEFORE THE ADMINISTRATION OR THE BOARD SHALL REFRAIN FROM PARTICIPATING IN CONSIDERATION OF THE PROPOSED TRANSACTION, UNLESS FOR SPECIAL REASONS THE BOARD OR ADMINISTRATION REQUESTS INFORMATION OR INTERPRETATION FROM THE PERSON OR PERSONS INVOLVED. THE PERSON OR PERSONS INVOLVED SHOULD NOT VOTE ON SUCH MATTERS AND SHOULD NOT BE PRESENT AT THE TIME OF VOTE. ANY BOARD MEMBER, OFFICER, OR COMMITTEE MEMBER WHO IS UNCERTAIN ABOUT A POSSIBLE CONFLICT OF INTEREST IN ANY MATTER, MAY REQUEST THE BOARD TO DETERMINE WHETHER A POSSIBLE CONFLICT PREVAILS; THE BOARD SHALL RESOLVE THE QUESTION BY MAJORITY VOTE. WHEN POSSIBLE, THE QUESTION OF POTENTIAL CONFLICT SHOULD BE REFERRED TO COUNSEL FOR AN OPINION PRIOR TO THE BOARD'S VOTE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE, LED BY THE BOARD PRESIDENT, RECOMMENDS THE EXECUTIVE DIRECTOR'S COMPENSATION FOLLOWING A REVIEW PROCESS AND COMPARISON OF COMPARABLE NON-PROFIT EXECUTIVE DIRECTOR SALARIES IN THE AREA. THE HR COMMITTEE IS CONSULTED FOR AGREEMENT. THE DECISION IS DOCUMENTED IN A LETTER SIGNED BY THE BOARD PRESIDENT FROM THE EXECUTIVE COMMITTEE. THIS PROCESS WAS LAST COMPLETED IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE CENTER. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ARRANGING FOR AN ANNUAL AUDIT FROM A QUALIFIED ACCOUNTING FIRM AND HAVE OVERSIGHT OF THE PROCESS. THIS PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY INC 7262 MERCY ROAD OMAHA NE 68124 262400800 RELIGIOUS ORDER MO 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0