2020-11-16T20:51:50-06:00 2020-06-30 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2019-07-01 752745221 CATHOLIC CHARITIES OF DALLAS INC CATH 8662237500 1421 W MOCKINGBIRD LANE DALLAS TX 75247 DAVE WOODYARD PRESIDENT & CEO 8662237500 2020-11-16 1 KEVIN WARNEKE P01294950 2148717500 47.184.175.42 2020-11-16 20:49:46 CS P 0F196DAB5523C6B4A8F2359751DCC19580503B72 43D59C4C95845C22EF2A67E7EAE6ACBEFA77DDD9 2019 2021-01-29 14:40:06Z DAVE WOODYARD 1421 W MOCKINGBIRD LANE DALLAS TX 75247 24002882 0 0928 X WWW.CCDALLAS. ORG X 1997 TX CATHOLIC CHARITIES CALLS THE COMMUNITY TO ACTION TO JOIN US IN ADDRESSING THE ROOT CAUSES OF POVERTY, HUNGER, AND HOMELESSNESS BY SERVING, EDUCATING, AND EMPOWERING ALL THOSE IN NEED. ANNUALLY CCD SERVES OVER 200,000 PEOPLE IN NEED OVER A NINE COUNTY SERVICE AREA. 21 21 218 2271 0 0 13445389 22250699 1368617 1187918 -40888 -107215 -199993 -214016 14573125 23117386 2210886 4108351 0 0 7452947 9659360 39675 41600 993316 3414647 4586143 13118155 18395454 1454970 4721932 26301751 34689034 3825317 7628721 22476434 27060313 X CATHOLIC CHARITIES DALLAS HELPS OUR COMMUNITY'S MOST VULNERABLE BY TAKING ON THE EFFECTS OF POVERTY AND HELPING ALL THOSE IN CRISIS MOVE TOWARDS A BETTER LIFE. ANNUALLY, WE SERVE OVER 200,000 PEOPLE IN NEED IN A 9-COUNTY REGION IN NORTH TEXAS. 1 0 1297148 494753 0 REFUGEE RESETTLEMENT - CATHOLIC CHARITIES DALLAS BEGAN RESETTLING REFUGEES IN THE LATE 1970S AND CONTINUES TO HELP THOSE FLEEING THEIR HOMES AND COMMUNITIES IN ORDER TO ESCAPE WAR, PERSECUTION OR DEATH. WE ARE FIRST RESPONDERS FOR THESE REFUGEES, WELCOMING AND ORIENTING THEM TO THEIR NEW COMMUNITY,FINDING SUITABLE HOUSING, PROVIDING FOOD, CLOTHING, HOUSEHOLD GOODS AND OTHER NECESSITIES, AND PROVIDING ASSISTANCE IN LOCATING EMPLOYMENT. WE ALSO PROVIDE ENGLISH LANGUAGE AND OTHER SKILLS TRAINING, ALONG WITH ONGOING CASE MANAGEMENT SERVICES, TO PROMOTE SELF-SUFFICIENCY ANDCULTURAL ADJUSTMENT AND ASSIMILATION. 2962928 106063 805837 IMMIGRATION SERVICES - CATHOLIC CHARITIES DALLAS PROVIDES LEGAL AND SUPPORT SERVICES FOR THE IMMIGRANT COMMUNITY, HELPING WITH NATURALIZATION/CITIZENSHIP APPLICATIONS, FAMILY VISA PETITIONS, APPLICATIONS FOR DEFERRED ACTION FOR CHILDHOOD ARRIVALS (DACA), DOCUMENT RENEWALS AND REPLACEMENTS, AND PERMANENT RESIDENT APPLICATIONS FOR REFUGEES AND ASYLEES, WE PROACTIVELY REACH OUT TO THE IMMIGRANT COMMUNITY OFFERING REGULAR KNOW YOUR RIGHTS WORKSHOPS AND WORK DIRECTLY WITH IMMIGRANT VICTIMS OF CRIMES IN SECURING VISAS. WE PROVIDE PATHWAYS TO CITIZENSHIP AND STRIVE TO SERVE AS A ONE-STOP RESOURCE FOR THOSE WORKING TO STAY IN THE COUNTRY LEGALLY. 11197368 3489243 200735 CFSS (CHILDREN, FAMILY AND SENIOR SERVICES): AS ONE OF THE LEADING SOCIAL SERVICES PROVIDERS IN NORTH TEXAS, CATHOLIC CHARITIES DALLAS OFFERS A CONTINUUM OF SERVICES SPANNING FROM EARLY CHILDHOOD THROUGH THE ELDERLY. WE OFFER PREGNANCY, ADOPTION AND PARENTING COUNSELING ANDSUPPORT SERVICES, HELPING CHILDREN FIND FOREVER HOMES, CONNECTING FAMILIES SEEKING TO ADOPT WITH EXPECTANT BIRTH PARENTS, AND GIVING EXPECTANT AND NEW PARENTS THE TOOLS AND RESOURCES NECESSARY TO SUCCESSFULLY NAVIGATE THEIR NEW JOURNEY, TO GIVE YOUNG CHILDREN AN EARLY START ON THEIR EDUCATION, WE PROVIDE A DUAL-GENERATION EARLY LEARNING PROGRAM THAT HELPS CHILDREN AGES BIRTH TO 5 ADVANCE THEIR LANGUAGE AND COGNITIVE SKILLS TO BE "KINDERGARTEN-READY," WHILE WESUPPORT THEIR PARENTS WITH ESL, GED AND PARENTING CLASSES AND HELP THEM BE MORE ENGAGED IN THEIR CHILDREN'S EDUCATION. TO BOOST ACADEMIC PROGRESS IN SCHOOL-AGE CHILDREN (K-6TH GRADE), WE OFFER DAILY AFTER-SCHOOL INSTRUCTION AND TUTORING IN THE AREAS OF READING AND MATH. TO COMBAT "SUMMER SLIDE," WE OFFER A DAILY SUMMER CAMP THAT FOCUSES ON ACADEMIC MILESTONES AND ALSO PROVIDES SWIMMING LESSONS. ADDITIONALLY, CATHOLIC CHARITIES PROVIDES FOSTER AND SHELTER CARE FOR UNACCOMPANIED IMMIGRANT AND REFUGEE CHILDREN WHO WERE SEPARATED FROM THEIR FAMILIES. WE ENSURE THAT THEY HAVE A SAFE, WELCOMING HOME ENVIRONMENT, PROPER NUTRITION, AND ACCESS TO EDUCATION AND RECEIVE COMPASSION AND LOVE WHILE IN OUR CARE. OUR BRADY SENIOR SERVICES PROGRAM OFFERS A WELCOMING, NURTURING CENTER FOR LOW-INCOME ELDERLY. DAILY PROGRAMMING IN THE AREAS OF MENTAL HEALTH, PHYSICAL FITNESS AND HEALTH, EDUCATION AND SOCIAL ACTIVITIES KEEP THEM ENGAGED AND MORE LIKELY TO REMAIN INDEPENDENT. WE ALSO PROVIDE DAILY MEALS TO ENSURE THEY ARE RECEIVING PROPER NUTRITION. 866181 18292 270875 OTHER - HELPING THOSE SEEKING TO ESCAPE THE CYCLE OF POVERTY AND ACHIEVE SELF-SUFFICIENCY IS A PRIMARY MISSION AREA FOR CATHOLIC CHARITIES DALLAS. WE UTILIZE THE WORKING FAMILIES SUCCESS MODEL, AN INTEGRATED APPROACH ENCOMPASSING INCOME SUPPORTS, FINANCIAL COACHING AND EMPLOYMENT SERVICES. THROUGH COMMUNITY-BASED FOOD PANTRIES, WE OFFER NUTRITIONALLY BALANCED FOOD BOXES AND WE OFFER FRESH PRODUCE THROUGH OUR CHOICE PANTRY; WE ALSO PROVIDE SHORT-TERM FINANCIAL ASSISTANCE TO STABILIZE FAMILIES IN NEED OF SUPPORT WITH THEIR RENT/MORTGAGE OR UTILITY PAYMENTS. WE WORK WITH CLIENTS ONE-ON-ONE TO DEVELOP REASONABLE BUDGETS AND UTILIZE FISCAL MANAGEMENT BEST PRACTICES AND FINANCIAL TECHNOLOGY TOOLS TO HELP THEM BUILD THEIR SAVINGS, REDUCE THEIR DEBTS AND INCREASE THEIR OVERALL CREDIT SCORES. ADDITIONAL SUPPORTS IN THE FORM OF VOCATIONAL OR SKILLS TRAINING, CAREER COUNSELING AND JOB PLACEMENT SERVICES HELP CLIENTS REACH THEIR POTENTIAL IN THE JOB MARKET AND FURTHER STABILIZE THEIR FAMILIES, SUPPORTING INDIVIDUALS AND FAMILIES IN THEIR RECOVERY AND REBUILDING PROCESS FOLLOWING A NATURAL DISASTER IS ALSO A CORE AREA OF SERVICE. 866181 18292 270875 16323625 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 44 0 1 218 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X MARY VARES 4698018111 1421 W MOCKINGBIRD LANE DALLAS TX 75247 MARY LYNN BANGS CHAIR 5.00 X X 0 0 0 BRIAN J O'BOYLE SR DIRECTOR 2.00 X 0 0 0 SHAUNA KING DIRECTOR 2.00 X 0 0 0 SCOTT DEKE DIRECTOR 2.00 X 0 0 0 ROBERT C WRIGHT DIRECTOR 2.00 X 0 0 0 REBECCA ALMANZA DIRECTOR 2.00 X 0 0 0 RAY CHAVEZ DIRECTOR 2.00 X 0 0 0 RAUL ESTRADA DIRECTOR 2.00 X 0 0 0 PHYLLIS CONCES DIRECTOR 2.00 X 0 0 0 MONICA VELAZQUEZ DIRECTOR 2.00 X 0 0 0 BILL KEFFLER DIRECTOR 2.00 X 0 0 0 MARIE QUINTANA DIRECTOR 2.00 X 0 0 0 MARGUETTE MARZ DIRECTOR 2.00 X 0 0 0 KEVIN BARTHOLOMEW DIRECTOR 2.00 X 0 0 0 JEFF SCHNEIDER DIRECTOR 2.00 X 0 0 0 JEAN HOBBY DIRECTOR 2.00 X 0 0 0 JAMES BRADLEY DIRECTOR 2.00 X 0 0 0 GERARD HEELEY DIRECTOR 2.00 X 0 0 0 DAVID MARTINEZ DIRECTOR 2.00 X 0 0 0 CRAIG COWLES DIRECTOR 2.00 X 0 0 0 THOMAS W CODD DIRECTOR 2.00 X 0 0 0 MARY T MANNING SECRETARY 2.00 X X 0 0 0 PAUL KOCH TREASURER 2.00 X X 0 0 0 STEVE SUELLENTROP VICE CHAIR 2.00 X X 0 0 0 VINCENT BROGDON UNTIL 113019 CFO/COO 50.00 X 144256 0 7977 MICHAEL MURRAY STARTING 081919 CHIEF DEVELOPMENT OFFICER 50.00 X 55554 0 7338 NANCY BITTNER UNTIL 053120 CHIEF FINANCIAL OFFICER 50.00 X 25962 0 2759 MARY VARES STARTING 051120 CHIEF FINANCIAL OFFICER 50.00 X 0 0 0 BRENDA HUFFMAN CHIEF PEOPLE OFFICER 50.00 X 131493 0 9808 BUJAR MEMA CHIEF SERVICES OFFICER 50.00 X 140990 0 11690 DAVID WOODYARD PRESIDENT & CEO 50.00 X 224334 0 19137 KATHLEEN O'NEAL SR. FUNDRAISING & MARKETING OFFICER 50.00 X 143695 0 17977 866284 0 76686 5 0 1 0 0 1697505 3303447 8977496 8272251 1046977 22250699 IMMIGRATION SERVICES 624100 805837 805837 CHILDREN, FAMILY AND SENIOR 624100 200735 200735 OTHER 624100 181346 181346 1187918 433 433 128426 0 128426 128426 128426 152795 10582 147110 123915 5685 -113333 -107648 -107648 164623 1697505 606971 -442348 -442348 17877 7500 10377 10377 MISCELLANEOUS 624100 89529 89529 89529 23117386 1277447 0 -410760 171304 171304 3937047 3937047 1034263 208487 418663 407113 7118499 6856857 106425 155217 40274 39407 336 531 808049 790647 6751 10651 658275 564104 49088 45083 123059 98447 24612 38732 30986 7746 41600 41600 1000240 832303 39105 128832 49139 10858 2802 35479 298136 263724 16802 17610 159487 138579 11680 9228 1202206 1094441 67848 39917 130515 100825 20703 8987 109524 47149 50042 12333 420688 309929 96789 13970 185344 162904 16323 6117 SUPPLIES 396456 351006 29858 15592 LOCAL TRANSPOTATION 189732 154224 33813 1695 MISCCELANEOUS 134943 58094 61659 15190 EQUIPT REPAIRS & RENTAL 102318 82808 3336 16174 45624 19495 14132 11997 18395454 16323625 1078513 993316 1667355 9369388 150945 33380 710479 99398 281372 1659612 163326 129983 10036756 1999537 7873732 8037219 15454542 15360054 26301751 34689034 391254 700478 499654 4865285 2934409 2062958 3825317 7628721 X 22393054 26976933 83380 83380 22476434 27060313 26301751 34689034 X 4721932 -14770 -25908 -97375 X X 0 1 X 1 1 1 X 12871962 14365853 12079159 13455389 22250699 75023062 12871962 14365853 12079159 13455389 22250699 75023062 459063 74563999 0 14934 21044 12872 134544 183394 113597 237260 89529 440386 75646842 2646064 0.98570 0.98580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10172536 394481 380512 27458 10159047 9939848 685881 382047 71146 10172536 9709731 671218 378639 62462 9939848 9103921 300 1069098 687908 75680 9709731 9794189 275 -236771 382192 71580 9103921 1.00000 0 1 1 4000000 4000000 343474 34925 308549 3729584 887251 2842333 1963698 1077361 886337 8037219 INTEREST IN NET ASSETS OF CATHOLIC CHARITIES OF DALLAS TRUST 5076336 INTEREST IN NET ASSETS OF TRUSTS HELD BY THIRD PARTIES 124671 INTEREST IN NET ASSETS OF CATHOLIC CHARITIES ENDOWMENT TRUST 10159047 15360054 X 23215045 -14770 -902 -15672 23230717 -113331 -113331 23117386 18631166 25908 209804 235712 18395454 0 18395454 PART V, LINE 4: DISTRIBUTIONS FROM THE ENDOWMENT ARE USED TO SUPPORT THE PROGRAMS FOR THE CATHOLIC DIOCESE OF DALLAS. PART X, LINE 2: FOOTNOTE TO THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS UNDER A GROUP RULING ISSUED BY THE INTERNAL REVENUE SERVICE, THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AS AN AGENCY DESCRIBED IN SECTION 501(C)(3), EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS TAXABLE INCOME. THE AGENCY HAD NO MATERIAL UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2020 AND 2019. U.S. GAAP REQUIRES THAT THE AGENCY RECOGNIZE IN ITS CONSOLIDATED FINANCIAL STATEMENTS THE FINANCIAL EFFECTS OF A TAX POSITION IF THAT POSITION IS MORE LIKELY THAN NOT OF BEING SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE TAX POSITION. THE REQUIREMENTS ALSO PROVIDE GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES AND DISCLOSURE. TAX POSITIONS TAKEN RELATED TO THE AGENCY'S TAX-EXEMPT STATUS, UNRELATED BUSINESS ACTIVITIES TAXABLE INCOME AND DEDUCTIBILITY OF EXPENSES AND OTHER MISCELLANEOUS TAX POSITIONS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE AGENCY HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. FOR THE YEARS ENDED JUNE 30, 2020 AND 2019, THERE WERE NO INTEREST OR PENALTIES RELATED TO INCOME TAXES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. AS OF JUNE 30, 2020, THE AGENCY'S TAX YEARS 2016 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN NET ASSETS OF ENDOWMENT -13,489. CHANGE IN INTEREST IN NET ASSETS OF CATHOLIC CHARITIES OF DALLAS TRUST -83,886. SPECIAL EVENT EXPENSES 96,473. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS -113,331. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 96,473. LOSS ON SALE OF ASSETS 113,331. X X X X X X X 1 CRATER LAKE CONSULTING 6729 BARCELONA IRVING TX 75039 GRANT WRITING 0 1503904 41600 1462304 1503904 41600 1462304 GALA 1847883 1690760 157123 141250 25817 152250 283817 BISHOP BREAKFAST 14245 6745 7500 2770 1067 1862128 1697505 164623 141250 28587 152250 284884 606971 -442348 17877 7500 1 0.95000 17877 7500 7500 10377 TX 0 SEE PART IV. 0 0 0 1.00000 MARY VARES 1421 W MOCKINGBIRD LANE DALLAS TX 75247 0 MICHAEL MURRAY 0 SUPERVISION & MANAGEMENT X 0 PART III, LINE 9B CHARITABLE GAMING LICENSURE IS NOT REQUIRED ON THE STATE LEVEL IN TEXAS. THE TEXAS CHARITABLE RAFFLE ENABLING ACT, EFFECTIVE JANUARY 1, 1990, PERMITS "QUALIFIED ORGANIZATIONS" TO HOLD UP TO TWO RAFFLES PER CALENDAR YEAR, WITH CERTAIN SPECIFIED RESTRICTIONS. THE ORGANIZATION IS NOT REQUIRED TO REGISTER WITH THE STATE BEFORE CONDUCTING A RAFFLE IF TWO OR FEWER RAFFLES ARE HELD DURING THE CALENDAR YEAR. SCHEDULE G, PART III, COLUMN C: THE GAMING ACTIVITES, INCLUDING RAFFLE PRIZE DRAWING, WINE PULL AND PEARL PULL PRIZE DRAWING, ARE PART OF THE BISHOPS' GALA FUNDRAISING EVENT. 1 ST JUDE INC DBA ST JUDE CENTER 13223 GLAD ACRES DRIVE DALLAS TX 75234 800850327 501(C)(3) 171304 OPERATING 1 RENT; UTILITY; FOOD; HOUSEHOLD ITEMS ASSISTANCE 179655 2220073 942229 FMV CLOTHING, FOOD, HOUSEHOLD GOODS ` PART I, LINE 2: A SYNOPSIS OF THE RELEVANT REQUIREMENTS FOR EACH CONTRACT IS PREPARED AND DISTRIBUTED TO THE PROGRAM AND ACCOUNTING PERSONNEL. A SEPARATE PROJECT CODE IS ESTABLISHED IN THE ACCOUNTING RECORDS TO TRACK GRANT RECEIPTS AND DISBURSEMENTS. ON A MONTHLY BASIS, EXPENDITURES ARE TRACKED COMPARED TO BUDGET TO ENSURE THAT THEY ARE ALLOWABLE. PROGRAM PERSONNEL MONITOR GRANT PERFORMANCE TO ENSURE THE FUNDS ARE USED FOR ALLOWABLE PROGRAM ACTIVITY. X X 0 0 0 0 0 0 0 0 0 VINCENT BROGDON UNTIL 113019 CFO/COO 131167 0 13089 0 0 0 0 0 7977 0 152233 0 0 0 BUJAR MEMA CHIEF SERVICES OFFICER 138490 0 2500 0 0 0 2118 0 9572 0 152680 0 0 0 DAVID WOODYARD PRESIDENT & CEO 224334 0 0 0 0 0 4723 0 14414 0 243471 0 0 0 KATHLEEN O'NEAL SR. FUNDRAISING & MARKETING OFFICER 143695 0 0 0 0 0 3563 0 14414 0 161672 0 0 0 X 1046977 FAIR MARKET VALUE 0 0 0 FORM 990, PART III, LINE 2 CHILDREN'S SERVICES: CATHOLIC CHARITIES TOOK OVER OPERATIONS FROM ANOTHER 501C3 TO PROVIDE FOSTER CARE AND SHELTER CARE FOR UNACCOMPANIED MINOR IMMIGRANTS AND REFUGEES, PROVIDING THEM A SAFE AND WELCOMING HOME ENVIRONMENT. ST JUDE CENTER: CATHOLIC CHARITIES PARTNERED WITH OTHER PUBLIC AND PRIVATE AGENCIES TO LAUNCH A PERMANENT SUPPORTIVE HOUSING COMMUNITY FOR CHRONICALLY HOMELESS SENIORS, FOR WHICH CCD PROVIDES ONGOING PROPERTY MANAGEMENT AND CASE MANAGEMENT SERVICES TO ENSURE STABILITY OF LIVING SITUATION AND MOVE TOWARDS SELF-SUFFICIENCY AND INDEPENDENCE. FORM 990, PART VI, SECTION A, LINE 1 THE GOVERNING BODY INCLUDED 24 VOTING DIRECTORS. THE BISHOP OF THE ROMAN CATHOLIC DIOCESE OF DALLAS IS THE SOLE MEMBER OF THE CORPORATION, THE SOLE MEMBER HAS THE AUTHORITY TO APPOINT AND REMOVE OFFICERS OF THE BOARD. IN ADDITION, THE SOLE MEMBER MUST APPROVE CERTAIN ACTIONS OF THE BOARD, INCLUDING BORROWING, PLEDGING ASSETS OR CONTRACTING IN EXCESS OF $350,000, ADOPTION OF ANNUAL BUDGETS AND STRATEGIC PLANS, BUYING OR SELLING REAL ESTATE, AND AMENDING OR TERMINATING THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 6 THE BISHOP OF THE DIOCESE OF DALLAS IS THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE BISHOP OF THE DIOCESE OF DALLAS, AS SOLE MEMBER OF THE CORPORATION, HAD THE POWER TO APPOINT MEMBERS OF THE GOVERNING BODY PER THE BYLAWS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE BISHOP OF THE DIOCESE OF DALLAS, AS SOLE MEMBER OF THE CORPORATION, MAKES THE GOVERNANCE DECISIONS OF THE ORGANIZATION PER THE BYLAWS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS THE 990 IS GIVEN TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO ITS SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST CERTIFICATION ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 DETERMINING COMPENSATION PROCESS LINE 15A - AFTER THE EVALUATION PROCESS IS COMPLETED AND REVIEW OF BENCHMARKS OF COMPARABLE CEO SALARIES IN THE NOT-FOR-PROFIT INDUSTRY, THE BOARD CHAIR MEETS WITH THE BISHOP. THE BISHOP APPROVES THE SALARY OF THE CEO. LINE 15B - THE OFFICERS, IN CONJUNCTION WITH THE CHIEF PEOPLE OFFICER, ANNUALLY REVIEWS THE SALARIES OF ALL EXECUTIVE STAFF INCLUDING THE CHIEF FINANCIAL OFFICER. THE OFFICERS CONSIDERS ANNUAL PERFORMANCE REVIEWS, COMPARABLE COMPENSATION FROM SIMILAR LOCAL ORGANIZATIONS, AND A NUMBER OF OTHER FACTORS IN ESTABLISHING THE CFO'S ANNUAL SALARY AND OTHER COMPENSATION; ALL ARE AVAILABLE AT CATHOLIC CHARITIES' ADMINISTRATIVE OFFICES TO ANYONE WHO WISHES TO REVIEW THEM. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE OF DOCUMENTS THE AGENCY'S BYLAWS, CONFLICT OF INTEREST STATEMENTS, MINUTES, AUDITED FINANCIALS, AND FORM 990'S ARE ALL MADE AVAILABLE FOR PUBLIC INSPECTION AT THE ADMINISTRATIVE OFFICES OF OUR CENTRAL SERVICE CENTER. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF ENDOWMENT -13,489. CHANGE IN INTEREST IN NET ASSETS OF CATHOLIC CHARITIES OF DALLAS TRUST -83,886. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. ROMAN CATHOLIC DIOCESE OF DALLAS 3725 BLACKBURN ST DALLAS TX 75219 750800637 CHURCH TX 501(C)(3) 0 CATHOLIC CHARITIES ENDOWMENT TRUST 1421 W MOCKINGBIRD LN DALLAS TX 75247 756569125 INTEGRATED AUXILIARY SUPPORTING CCD TX 501(C)(3) 0 CATHOLIC CHARITIES OF DALLAS TRUST 3725 BLACKBURN ST DALLAS TX 75219 476605661 INTEGRATED AUXILIARY SUPPORTING CCD TX 501(C)(3) 0 CATHOLIC CHARITIES OF DALLAS CHILDREN'S SERVICES 1421 W MOCKINGBIRD LN DALLAS TX 75247 834547013 INTEGRATED AUXILIARY SUPPORTING CCD TX 501(C)(3) LINE 1 CATHOLIC CHARITIES OF DALLAS 1 CCD - PM CORPORATION 1421 W MOCKINGBIRD LN DALLAS TX 75247 823942435 INTEGRATED AUXILIARY SUPPORTING CCD TX 501(C)(3) LINE 1 CATHOLIC CHARITIES OF DALLAS 1 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 0 0 ROMAN CATHOLIC DIOCESE OF DALLAS C 2697906 CASH GRANTS CATHOLIC CHARITIES ENDOWMENT TRUST C 380512 TRUST AGREEMENT CATHOLIC CHARITIES OF DALLAS TRUST C 225029 TRUST AGREEMENT ROMAN CATHOLIC DIOCESE OF DALLAS P 85057 INVOICE