2018-10-26T14:15:03-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVE SE STE 300 CEDAR RAPIDS IA 52401 990 2017-07-01 421342872 CATHERINE MCAULEY CENTER INC CATH 3193634993 866 4TH AVE SE CEDAR RAPIDS IA 524032423 PAULA LAND EXECUTIVE DIRECTOR 3193634993 2018-10-10 1 DAVID LITTLE P01480921 3193632697 67.137.57.251 2018-10-10 16:05:21 CD P F7A542F42EA5511B1F3E0A9626054208C37219FB 94307BE716D664C10DC46CE445DCF2BF31E531AB 2017 2018-06-14 16:35:46Z PAULA LAND 866 4TH AVE SE CEDAR RAPIDS IA 524032423 2895185 0 X WWW.CMC-CR.ORG X 1990 IA OFFER HOPE AND OPPORTUNITY THROUGH EDUCATIONAL AND SUPPORTIVE SERVICES 22 22 26 804 0 0 754129 1116084 11753 14717 84235 63679 1352 163 851469 1194643 26085 168199 0 0 555353 742972 0 0 21686 210627 245089 792065 1156260 59404 38383 2071703 2191984 65156 104917 2006547 2087067 THE CATHERINE MCAULEY CENTER (CMC) OFFERS HOPE AND OPPORTUNITY THROUGH EDUCATIONAL AND SUPPORTIVE SERVICES THAT PROMOTE STABILITY, SKILL-BUILDING, AND CONNECTION. 0 0 384940 163396 THE REFUGEE & IMMIGRANT SERVICES PROGRAM PROVIDES REFUGEE RESETTLEMENT SERVICES, CASE MANAGEMENT, EMPLOYMENT EDUCATION AND JOB SEEKING SUPPORT, AND ASSISTANCE NAVIGATING COMMUNITY SYSTEMS AND RESOURCES (HEALTHCARE, TRANSPORTATION, CHILDCARE, ETC.) SPECIFICALLY DESIGNED FOR THE NEEDS AND BARRIERS EXPERIENCED BY REFUGEES AND IMMIGRANTS. EMPLOYMENT SERVICES INCLUDE EMPLOYMENT-READINESS EDUCATION AND SUPPORT SERVICES, WORKPLACE ENGLISH EDUCATION, COMPUTER SKILLS EDUCATION, AND JOB SEEKING AND PLACEMENT SUPPORT. 276157 3320 THE ADULT BASIC EDUCATION PROGRAM PROVIDES FREE ONE-ON-ONE TUTORING TO ADULT LEARNERS IN ENGLISH AS A SECOND LANGUAGE, BASIC MATH, COMPUTERS, AND U.S. CITIZENSHIP EXAM PREPARATION. OVER 350 VOLUNTEERS, TRAINED & GUIDED BY A TEAM OF PROFESSIONAL STAFF, PROVIDE THE MAJORITY OF DIRECT INSTRUCTION. IN FISCAL YEAR 2018, 462 LEARNERS REPRESENTING 53 DIFFERENT COUNTRIES DEDICATED MORE THAN 14,000 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. 233084 1483 14717 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, CASE MANAGEMENT, SKILL-BUILDING EDUCATION, AND A WIDE RANGE OF INDIVIDUAL AND GROUP SUPPORTIVE SERVICES WITHIN A TRAUMA-INFORMED, FEMALE-RESPONSIVE PROGRAM MODEL. THE PROGRAM'S PURPOSE IS TO PROVIDE THE INDIVIDUALIZED SUPPORT WOMEN NEED TO OVERCOME BARRIERS TO LONG-TERM STABILITY, AND TO WORK TOWARDS THEIR INDIVIDUAL GOALS. THE PROGRAM SERVED 40 WOMEN IN FISCAL YEAR 2018. 894181 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 6 0 26 1 0 0 0 0 0 0 0 0 0 1 0 X 22 22 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X NY-OKA SOKOL 3193634993 866 4TH AVE SE CEDAR RAPIDS IA 524032423 STEVE OVEL PRESIDENT 0.50 X X 0 0 0 NATE KLEIN PRESIDENT ELECT 0.50 X X 0 0 0 JOHN GILSON TREASURER 0.50 X X 0 0 0 TATUM BUSE TREASURER 0.50 X X 0 0 0 MICHELE BROCK PAST PRESIDENT 0.50 X X 0 0 0 JOHN CHAIMOV PAST PRESIDENT 0.50 X X 0 0 0 SR SHARI SUTHERLAND RSM SISTER OF MERCY REPRESENTA 0.50 X 0 0 0 KIM HILLYARD DIRECTOR 0.50 X 0 0 0 ANNE KING DIRECTOR 0.50 X 0 0 0 GARY LANDHAUSER DIRECTOR 0.50 X 0 0 0 BRUNO RWAYITARE DIRECTOR 0.50 X 0 0 0 JOE SCHMALL DIRECTOR 0.50 X 0 0 0 ANN ALLIGER DIRECTOR 0.50 X 0 0 0 PATTY BARNES DIRECTOR 0.50 X 0 0 0 MARTHA BARRY DIRECTOR 0.50 X 0 0 0 LARRY MAIERS DIRECTOR 0.50 X 0 0 0 TOM PODZIMEK DIRECTOR 0.50 X 0 0 0 CHERYL TABARELLA REDD DIRECTOR 0.50 X 0 0 0 LINDA BARNES DIRECTOR 0.50 X 0 0 0 MEGAN SCHULTE DIRECTOR 0.50 X 0 0 0 MAX SMITH DIRECTOR 0.50 X 0 0 0 BECKY WOODARD COLE DIRECTOR 0.50 X 0 0 0 SR LINDA BECHEN DIRECTOR 0.50 X 0 0 0 PAULA LAND EXECUTIVE DIRECTOR 40.00 X 60402 0 16512 60402 0 16512 0 0 0 0 0 151509 19599 25000 391735 528241 9823 1116084 PROGRAM FEES 624100 14717 14717 14717 24762 24762 1731046 1692129 38917 38917 38917 8270 19599 8413 -143 -143 OTHER REVENUE 900099 306 306 306 1194643 14717 0 63842 168199 168199 78516 25910 48679 3927 558763 416288 129681 12794 4246 2129 1480 637 53207 40976 12173 58 48240 38369 8176 1695 12700 12700 37626 34259 3323 44 52690 39674 12976 40 66524 60344 5239 941 186 144 42 3828 2594 843 391 40576 36885 3123 568 15507 13492 1705 310 BOOKS, DUES, SUBSCRIPTI 15199 14778 142 279 253 140 111 2 1156260 894181 240393 21686 4029 7610 67856 75213 279354 381216 5131 10585 773862 405043 407947 368819 1307386 1348541 2071703 2191984 46104 59605 19900 3530 5078 15522 20334 65156 104917 X 997713 901776 525602 702059 483232 483232 2006547 2087067 2071703 2191984 38383 42137 0 X X 0 1 X 1 0 X 568361 678168 670244 754129 1116084 3786986 568361 678168 670244 754129 1116084 3786986 3786986 47231 73336 64749 43278 24762 253356 11724 4253 7349 8098 306 31730 4072072 64373 0.93000 0.91330 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2013 AMOUNT: $ 11,724. 2014 AMOUNT: $ 3,267. 2015 AMOUNT: $ 7,349. 2016 AMOUNT: $ 4,726. OTHER REVENUE - 2014 AMOUNT: $ 986. 2016 AMOUNT: $ 3,372. 2017 AMOUNT: $ 306. 0 1 X 1244616 139353 98362 1284607 1191956 132300 79640 1244616 1197077 -5121 1191956 1212920 34157 50000 1197077 1061652 201268 50000 1212920 0.47020 0.37620 0.15370 1 0 40077 40077 659730 367585 292145 74055 37458 36597 368819 RECEPTION AND PLACEMENT 20334 20334 X 1239596 42137 2816 44953 1194643 0 1194643 1159076 2816 2816 1156260 0 1156260 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, 2017 AND 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES RECLASSED AS OFF-SET TO REVENUE FOR FORM 990 2,816. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES RECLASSED AS OFF-SET TO REVENUE FOR FORM 990 2,816. TEA PARTY 13469 12399 1070 1070 143 QUILT SALE 14400 7200 7200 7200 27869 19599 8270 1070 7343 8413 -143 1 ASSISTANCE PAYMENTS FOR FOOD AND MINOR BILLS 150 1728 SCHOLARSHIPS 3 593 ASSITANCE WITH TRANSPORTATION 119 4573 ASSISTANCE PAYMENTS FOR RESETTLEMENT AND PLACEMENT OF REFUGEES 95 112030 ASSISTANCE FOR SUPPORTING REFUGEES ESTABLISH EMPLOYMENT 24 49275 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 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. 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 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. ONCE PREPARED, A DRAFT IS PROVIDED TO THE FINANCE COMMITTEE FOR THEIR REVIEW. AFTER THEIR REVIEW, THE ENTIRE BOARD WILL BE 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 2018. FORM 990, PART VI, SECTION B, LINE 15B: OTHER THAN THE EXECUTIVE DIRECTOR THERE ARE NO OTHER EMPLOYEES THAT FIT THE IRS DEFINITION OF OFFICER OR KEY EMPLOYEE. 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: NO CHANGE FROM PRIOR YEAR. SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY INC 7262 MERCY RD 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