2019-12-06T12:44:19-06:00 2018-06-30 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2017-07-01 752745221 CATHOLIC CHARITIES OF DALLAS INC CATH 8662237500 1421 W MOCKINGBIRD LANE DALLAS TX 75247 DAVE WOODYARD PRESIDENT/CEO 8662237500 2019-11-07 1 IRA L NEVELOW P00083210 9724901970 174.47.139.16 2019-11-07 21:25:15 CS P F8380F9CE33A22FDC808950CCBE4D9C92191443A 156379E830DA90E450AA26A0587AD20B8B0D98EF 2017 2020-04-17 16:48:07Z DAVE WOODYARD 1421 W MOCKINGBIRD LANE DALLAS TX 75247 14339110 0 X CCDALLAS.ORG X 1997 TX MOTIVATED BY THE TEACHINGS AND LOVE OF JESUS CHRIST, CATHOLIC CHARITIES OF DALLAS SERVES, ADVOCATES FOR, AND EMPOWERS PEOPLE IN NEED REGARDLESS OF RACE, RELIGION, AGE, GENDER, OR NATIONAL ORIGIN AND CALLS THE COMMUNITY TO ACTION. 23 23 193 1500 0 0 14365853 12079159 1336024 1092284 14934 -447205 13309 73040 15730120 12797278 3568537 2406633 0 0 8101294 7772128 26000 98100 986655 3195966 3226324 14891797 13503185 838323 -705907 25885766 25650403 5074096 4975460 20811670 20674943 X EVERY DAY, 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 35,000 PEOPLE IN NEED IN A 9-COUNTY REGION IN NORTH TEXAS. 0 0 3161922 1197268 0 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 AND CULTURAL ADJUSTMENT AND ASSIMILATION. 2688011 517 787652 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. 1393158 914 179955 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 AND SUPPORT 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 WE SUPPORT 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. 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. 3999667 1207934 124677 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; 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. 3999667 1207934 124677 11242758 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 50 0 1 193 1 0 0 0 0 1 1 1 1 0 0 0 0 X 23 23 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JOE BROGDON 4698018111 1421 W MOCKINGBIRD LANE DALLAS TX 75247 TOM MCCARTHY CHAIRMAN 2.00 X X 0 0 0 MARY LYNN BANGS VICE-CHAIR 2.00 X X 0 0 0 STEVE SUELLENTROP TREASURER 2.00 X X 0 0 0 MEGAN MARTINEZ SECRETARY 2.00 X X 0 0 0 JAMES BRADLEY DIRECTOR 2.00 X 0 0 0 TIM BRAY DIRECTOR 2.00 X 0 0 0 CRAIG COWLES DIRECTOR 2.00 X 0 0 0 RAUL ESTRADA DIRECTOR 2.00 X 0 0 0 JOE HOGAN DIRECTOR 2.00 X 0 0 0 GERARD HEELEY DIRECTOR 2.00 X 0 0 0 PAUL KOCH DIRECTOR 2.00 X 0 0 0 DOUG LATTNER DIRECTOR 2.00 X 0 0 0 ROBERT MCDERMOTT DIRECTOR 2.00 X 0 0 0 RICHARD SCHORNACK DIRECTOR 2.00 X 0 0 0 JOAN STEPHENS DIRECTOR 2.00 X 0 0 0 JOHN STEPHENS DIRECTOR 2.00 X 0 0 0 MARK TAKEN DIRECTOR 2.00 X 0 0 0 MONICA VELAZQUEZ DIRECTOR 2.00 X 0 0 0 MARY MANNING DIRECTOR 2.00 X 0 0 0 MARIE QUINTANA DIRECTOR 2.00 X 0 0 0 ROBERT WRIGHT DIRECTOR 2.00 X 0 0 0 THOMAS CODD DIRECTOR 2.00 X 0 0 0 BRIAN O'BOYLE DIRECTOR 2.00 X 0 0 0 CARLOS MAESE DIRECTOR 2.00 X 0 0 0 DAVID WOODYARD PRESIDENT & CEO 50.00 X 200000 0 33867 JOE BROGDON CFO/COO 50.00 X 137500 0 39748 REGINA MORRIS FORMER CHIEF DEVELOPMENT OFFICER 50.00 X 132373 0 17351 BUJAR MEMA CHIEF SERVICES OFFICER 50.00 X 137500 0 35175 BRENDA HUFFMAN CHIEF PEOPLE OFFICER 50.00 X 118750 0 21208 726123 0 147349 5 0 1 0 0 924472 973409 471000 4231324 5478954 488606 12079159 IMMIGRATION SERVICE FEES 624100 787652 787652 WOMEN & CHILDREN'S SERVICES 624100 179955 179955 OTHER PROGRAM FEES 624100 74641 74641 ST. JUDE HOMELESS PROGRAM 624100 50036 50036 1092284 21044 21044 441814 910063 -468249 -468249 -468249 591212 973409 631769 -40557 -40557 SPACE RENTAL 624100 76053 76053 MISCELLANEOUS 624100 37544 37544 113597 12797278 1092284 0 -374165 47666 47666 2358967 2358967 346963 56573 284870 5520 5879605 5053033 343337 483235 100596 72671 24524 3401 892680 775524 82148 35008 552284 450390 55453 46441 54662 18655 36007 23028 18598 4430 98100 98100 429222 260164 29829 139229 60861 21865 1456 37540 562374 442145 60810 59419 216480 125797 49128 41555 828458 790556 20515 17387 134462 123387 10001 1074 82712 63635 10917 8160 136242 136242 429232 326737 98030 4465 72369 65496 3209 3664 FOOD FOR CLIENT MEALS 135958 135958 DUES & SUBSCRIPTIONS 35856 17089 16310 2457 MISCELLANEOUS 24408 17852 6556 0 13503185 11242758 1273772 986655 1244718 1244580 80090 192093 100000 0 1015698 786235 148534 297670 295995 10271119 2370933 8506938 7900186 14640652 15082780 25885766 25650403 729746 403599 567850 503504 3740000 3695607 36500 372750 5074096 4975460 X 4925290 4621937 15703000 15969626 183380 83380 20811670 20674943 25885766 25650403 X -705907 129450 439730 X X 0 1 X 1 1 1 X 11473230 13531318 12871962 14365853 12079159 64321522 11473230 13531318 12871962 14365853 12079159 64321522 64321522 81665 16841 0 14934 21044 134484 113597 113597 64569603 0.99620 0.99660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9709731 671218 378639 62462 9939848 9103921 300 1069098 387908 75680 9709731 9794189 275 -236771 382192 71580 9103921 10783440 9168 181608 1096518 83509 9794189 9450860 56298 1679879 360104 6825 36668 10783440 0.00000 0.00000 1.00000 0 1 1 4000000 4000000 334685 11156 323529 3716955 995744 2721211 1945713 1364033 581680 273766 273766 7900186 INTEREST IN NET ASSETS OF CATHOLIC CHARITIES ENDOWMENT TRUST 9939848 INTEREST IN NET ASSETS OF CATHOLIC CHARITIES OF DALLAS TRUST 5025667 TRUSTS HELD BY THIRD PARTIES 117265 15082780 ADVANCE FROM US CONF OF CATHOLIC BISHOPS 36500 NOTE PAYABLE TO CATHOLIC CHARITIES ENDOWMENT TRUST 336250 372750 X 14426303 250192 439730 689922 13736381 -939103 -939103 12797278 14563030 120742 939103 1059845 13503185 0 13503185 PART V, LINE 4: DISTRIBUTIONS FROM THE ENDOWMENT ARE USED TO SUPPORT THE PROGRAMS FOR THE CATHOLIC DIOCESE OF DALLAS. PART X, LINE 2: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THAT THE AGENCY RECOGNIZE IN ITS CONSOLIDATED FINANCIAL STATEMENTS THE FINANCIAL EFFECTS OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAT 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 YEAR ENDED JUNE 30, 2018, THERE WERE NO INTEREST OR PENALTIES RELATED TO INCOME TAXES RECORDED OR INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. AS OF JUNE 30, 2018, THE AGENCY'S TAX YEARS 2014 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN NET ASSETS OF ENDOWMENT 230,117. CHANGE IN INTEREST IN NET ASSETS OF CATHOLIC CHARITIES OF DALLAS TRUST 209,613. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON SALE OF ASSETS -468,249. SPECIAL EVENT EXPENSES -470,854. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 470,854. LOSS ON SALE OF ASSET 468,249. X X X X X X X 1 CRATER LAKE CONSULTING 6729 BARCELONA IRVING TX 75039 GRANT WRITING 0 1449844 20100 1429744 M GALE & ASSOCIATES 3915 W 5TH STREET FORT WORTH TX 76107 CAPITAL CAMPAIGN, CONSULTANT 0 664840 78000 586840 2114684 98100 2016584 GALA EVENT 1492135 910267 581868 20872 198434 205100 185893 AOC LUNCHEON 72486 63142 9344 1741 14388 5341 1564621 973409 591212 20872 1741 212822 205100 191234 631769 -40557 1 SOCIETY OF ST VINCENT DE PAUL 3826 GILBERT AVE DALLAS TX 75219 751630370 501(C)3 32666 DISASTER RELIEF SUPPORT SANTA CLARA ACADEMY 321 CALUMET AVE DALLAS TX 75211 752564828 501(C)3 10000 EDUCATION SUPPORT LADIES OF CHARITY OF DALLAS INC PO BOX 824203 DALLAS TX 75382 751749116 501(C)3 5000 FOOD PANTRY SUPPORT 3 RENT; UTILITY; FOOD; HOUSEHOLD ITEMS ASSISTANCE 19279 1870361 488606 FMV DONATED FOOD, CLOTHING, FURNITURE 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 DAVID WOODYARD PRESIDENT & CEO 200000 0 0 0 0 0 5000 0 28867 0 233867 0 0 0 JOE BROGDON CFO/COO 137500 0 0 0 0 0 4125 0 35623 0 177248 0 0 0 BUJAR MEMA CHIEF SERVICES OFFICER 137500 0 0 0 0 0 1203 0 33971 0 172674 0 0 0 RAUL ESTRADA BOARD DIRECTOR 262000 PAYMENT OF CONSTRUCTION SERVICES 0 SCH L, PART IV BOARD DIRECTOR RAUL ESTRADA IS THE OWNER OF MARCER CONSTRUCTION. MARCER CONSTRUCTION WAS ENGAGED TO RENOVATE A FACILITY LEASED BY CATHOLIC CHARITIES OF DALLAS. X 488606 FAIR MARKET VALUE X 0 SALES PROCEEDS X 1 8605 SALES PROCEEDS X FAIR MARKET VALUE 0 0 1 1 PART I, LINE 32B: CATHOLIC CHARITIES REFERS ALL INQUIRIES FOR PEOPLE WISHING TO DONATE AUTOMOBILES TO CHARITABLE ADULT RIDES & SERVICES, INC. AND IDONATE CHARITABLE FOUNDATION, BOTH OF WHOM HANDLE THE PICK UP, SALE, AND PROCESSING OF ALL TRANSACTIONS. FOR THE DONATION OF SECURITIES, CATHOLIC CHARITIES HAS ENGAGED MERRILL LYNCH TO PROCESS ALL SECURITIES TRANSACTIONS. PART I, LINE 33: CLOTHING AND HOUSEHOLD GOODS: THIS REPRESENTS CLOTHING, SMALL HOUSEHOLD ITEMS LIKE CLOCKS, DISHES, SILVERWARE THAT ARE DONATED. THEY ARE ASSEMBLED INTO A PRE-DETERMINED ALLOTMENT THAT IS GIVEN TO A REFUGEE FAMILY UPON THEIR ARRIVAL BASED ON THE REQUIREMENTS OF THE MATCH GRANT CONTRACT WITH THE U.S. STATE DEPARTMENT VIA THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS. CARS AND OTHER VEHICLES: CATHOLIC CHARITIES REFERS ALL INQUIRIES FOR PEOPLE WISHING TO DONATE AUTOMOBILES TO CHARITABLE ADULT RIDES & SERVICES, INC. AND IDONATE CHARITABLE FOUNDATION, BOTH OF WHOM HANDLE THE PICK UP, SALE, AND PROCESSING OF ALL TRANSACTIONS. FOR THE YEAR, THE NET PROCEEDS FROM THE SALE OF ALL AUTOMOBILE NON-CASH ITEMS WAS $11,281. SECURITIES - PUBLICLY TRADED: FOR THE DONATION OF SECURITIES, CATHOLIC CHARITIES HAS ENGAGED MERRILL LYNCH TO PROCESS ALL SECURITIES TRANSACTIONS. FOR THE YEAR, THERE WAS ONE SUCH TRANSACTION, AND THE PROCEEDS FROM THE SALE WERE $8,605. FORM 990, PART VI, SECTION A, LINE 1 THE GOVERNING BODY INCLUDED 23 VOTING DIRECTORS AND 5 NON-VOTING, EX-OFFICIO 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 THE 990 IS GIVEN TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO ITS SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST CERTIFICATION ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A - IN ORDER TO HIRE A NEW PRESIDENT/CEO IN 2015-16, THE BOARD ESTABLISHED A SEARCH COMMITTEE AND ENGAGED A SEARCH FIRM TO FACILITATE THE PROCESS. IN THE COURSE OF THE SEARCH, THE SEARCH FIRM PROVIDED COUNSEL BASED ON THEIR RESEARCH AND EXPERIENCE AS TO APPROPRIATE COMPENSATION FOR THE POSITION. THE SEARCH COMMITTEE REVIEWED THE COMPENSATION AND RECOMMENDED APPROVAL TO THE FULL BOARD. LINE 15B - THE CEO, IN CONJUNCTION WITH THE DIRECTOR OF HUMAN RESOURCES, ANNUALLY REVIEWS THE SALARIES OF ALL EXECUTIVE STAFF INCLUDING THE CHIEF FINANCIAL OFFICER. THE CEO 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 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: COMBINED INCREASE NET ASSETS IN CC ENDOWMENT TRUST & CATHOLIC CHARITIES TR 439,730. 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) LINE 1 0 CATHOLIC CHARITIES ENDOWMENT TRUST 1421 W MOCKINGBIRD LN DALLAS TX 75247 756569125 INTEGRATED AUXILIARY SUPPORTING CCD TX 501(C)(3) LINE 1 0 CATHOLIC CHARITIES OF DALLAS TRUST 3725 BLACKBURN ST DALLAS TX 75219 476605661 INTEGRATED AUXILIARY SUPPORTING CCD TX 501(C)(3) LINE 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 ROMAN CATHOLIC DIOCESE OF DALLAS C 471000 CASH GRANTS CATHOLIC CHARITIES ENDOWMENT TRUST C 378639 TRUST AGREEMENT CATHOLIC CHARITIES OF DALLAS TRUST C 208379 TRUST AGREEMENT CATHOLIC CHARITIES ENDOWMENT TRUST Q 975 INVOICES ROMAN CATHOLIC DIOCESE OF DALLAS P 137314 INVOICES CATHOLIC CHARITIES ENDOWMENT TRUST E 1500000 LOAN AGREEMENT