CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC: Form 990, tax year 2011
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- Organization
- CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC (EIN 39-0806321)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201212289349301826
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T10:19:12-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 INNOVATION DRIVE SUITE 250 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532264837 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806321 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC CHARITIES OF THE ARCHDIOCESE OF | BusinessNameLine1 |
| Business Name Line2 | MILWAUKEE INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CATH | NameControl |
| Phone | 4147693420 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 SOUTH LAKE DRIVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53207 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES M BRENNAN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4147693516 | Phone |
| Date Signed | 2012-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVE GLOBIG | Name |
| PTIN | P01356041 | PTIN |
| Phone | 4144319300 | Phone |
| Date Prepared | 2012-08-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES M BRENNAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 SOUTH LAKE DRIVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5144989 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CCMKE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1920 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | HELP TO BUILD A JUST AND CARING COMMUNITY BY PROVIDING SERVICES TO THOSE IN NEED. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 131 | TotalNbrEmployees |
| Total Nbr Volunteers | 167 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4844859 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4652701 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 410996 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 425636 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 437 | InvestmentIncomePriorYear |
| Investment Income Current Year | 248 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 30461 | OtherRevenuePriorYear |
| Other Revenue Current Year | 35934 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5286753 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5114519 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4011420 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3869801 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 240008 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1260364 | OtherExpensePriorYear |
| Other Expenses Current Year | 1309163 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5271784 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5178964 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 14969 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -64445 | RevenuesLessExpensesCY |
| Total Assets BOY | 3632493 | TotalAssetsBOY |
| Total Assets EOY | 3537528 | TotalAssetsEOY |
| Total Liabilities BOY | 350508 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 363528 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3281985 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3174000 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO SERVE THOSE IN NEED, TO ADVOCATE FOR JUSTICE AND TO CALL UPON OTHERS TO DO THE SAME. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 628768 | Expense |
| Revenue | 0 | Revenue |
| Description | PROGRAM DEDICATED TO PROVIDING MIGRATION AND REFUGEE SERVICES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 929126 | Expense |
| Revenue | 194794 | Revenue |
| Description | PROGRAM DEDICATED TO THE HEALTH AND WELL-BEING OF OLDER ADULTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1344978 | Expense |
| Revenue | 53024 | Revenue |
| Description | PROGRAM DEDICATED TO FAMILY COUNSELING. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1065573 | Expense |
| Revenue | 177818 | Revenue |
| Description | OTHER PROGRAMS INSPIRED BY BIBLICAL VALUES & CATHOLIC SOCIAL TEACHINGS, HELP TO BUILD A JUST AND CARING COMMUNITY BY PROVIDING SOCIAL SERVICES TO THOSE IN NEED. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1065573 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 177818 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3968445 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 131 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES M BRENNAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4147693516 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 SOUTH LAKE DRIVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ARCHBISHOP JEROME E LISTECKI | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| MICHAEL GONRING | ||||||
| FIRST VICE PRESIDENT & CHA | 1.00 | X | X | 0 | 0 | 0 |
| MICHAEL F BLOEDORN | ||||||
| SECOND VICE PRESIDENT & CH | 1.00 | X | X | 0 | 0 | 0 |
| KENT BERGEMANN | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| MARY JO LAYDEN | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| SUZANNE ANDREW | ||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |
| KRISTIN BLANCHARD | ||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |
| REV ROBERT GOSMA | ||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |
| FR CHARLES R KEEFE | ||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |
| DORIS LATTOS | ||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |
| KEITH LESTER | ||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |
| JAMES LUTHER | ||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |
| JOHN D PAQUETTE | ||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |
| RENE SCHAEFER | ||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |
| ALEXANDER TOOLE | ||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |
| DAVID R YOUNG | ||||||
| BOARD OF TRUSTEES | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| UNITED HEALTH CARE | |||||
| DEPT CH 10151 | PALATINE | IL | 60055 | HEALTH CARE INSURANCE | 338878 |
| MUTUAL OF AMERICA | |||||
| ROCKEFELLER CENTER | NEW YORK | NY | 10185 | RETIREMENT PLAN SERVICES | 287024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 30120 | FundraisingEvents |
| Government Grants | 1150635 | GovernmentGrants |
| All Other Contributions | 3471946 | AllOtherContributions |
| Total Contributions | 4652701 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM SERVICE FEES | 624100 | 385061 | 385061 |
| RENT AND REIMBURSEMENT | 624100 | 40575 | 40575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 425636 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 248 | TotalRevenueColumn |
| Exclusion | $248 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 66404 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 30120 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 30470 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35934 | TotalRevenueColumn |
| Exclusion | $35,934 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5114519 | TotalRevenueColumn |
| Related Or Exempt Function Income | 425636 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $36,182 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3165910 | Total |
| Program Services | 2479806 | ProgramServices |
| Management And General | 576638 | ManagementAndGeneral |
| Fundraising | 109466 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 396033 | Total |
| Program Services | 325189 | ProgramServices |
| Management And General | 46970 | ManagementAndGeneral |
| Fundraising | 23874 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 307858 | Total |
| Program Services | 244582 | ProgramServices |
| Management And General | 48159 | ManagementAndGeneral |
| Fundraising | 15117 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117912 | Total |
| Program Services | 54152 | ProgramServices |
| Management And General | 56494 | ManagementAndGeneral |
| Fundraising | 7266 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244041 | Total |
| Program Services | 135082 | ProgramServices |
| Management And General | 36723 | ManagementAndGeneral |
| Fundraising | 72236 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353399 | Total |
| Program Services | 290711 | ProgramServices |
| Management And General | 52870 | ManagementAndGeneral |
| Fundraising | 9818 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95445 | Total |
| Program Services | 84168 | ProgramServices |
| Management And General | 9666 | ManagementAndGeneral |
| Fundraising | 1611 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6237 | Total |
| Program Services | 3273 | ProgramServices |
| Management And General | 2964 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5830 | Total |
| Program Services | 5830 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SPECIFIC ASSISTANCE | 332556 | 332556 | ||
| BAD DEBT EXPENSE | 107043 | 107043 | ||
| DUES, SUBSCRIPTIONS, AN | 35514 | 11159 | 23735 | 620 |
| MISCELLANEOUS | 11186 | 1937 | 9249 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5178964 | Total |
| Program Services | 3968445 | ProgramServices |
| Management And General | 970511 | ManagementAndGeneral |
| Fundraising | 240008 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275003 | BOY |
| EOY | 471422 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 516064 | BOY |
| EOY | 229064 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379448 | BOY |
| EOY | 385713 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 860 | BOY |
| EOY | 7572 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1810585 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1727495 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56911 | BOY |
| EOY | 83090 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2404207 | BOY |
| EOY | 2360667 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3632493 | BOY |
| EOY | 3537528 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 345671 | BOY |
| EOY | 357484 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4837 | BOY |
| EOY | 6044 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350508 | BOY |
| EOY | 363528 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 328795 | BOY |
| EOY | 454484 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1395261 | BOY |
| EOY | 1161587 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1557929 | BOY |
| EOY | 1557929 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3281985 | BOY |
| EOY | 3174000 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3632493 | BOY |
| EOY | 3537528 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -64445 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -43540 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5722285 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5691815 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5863452 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4844859 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4652701 | CurrentTaxYear |
| Total | 26775112 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5722285 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5691815 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5863452 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4844859 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4652701 | CurrentTaxYear |
| Total | 26775112 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 26775112 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10266 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5019 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 351 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 437 | CurrentTaxYearMinus1Year |
| Current Tax Year | 248 | CurrentTaxYear |
| Total | 16321 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 26791433 | TotalSupport |
| Gross Receipts From Admissions Etc | 3982787 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99940 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99910 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1557929 | BeginningOfYearBalance |
| End Of Year Balance | 1557929 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1557929 | BeginningOfYearBalance |
| End Of Year Balance | 1557929 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1557929 | BeginningOfYearBalance |
| End Of Year Balance | 1557929 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1557929 | BeginningOfYearBalance |
| End Of Year Balance | 1557929 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10970 | OtherCostOrOtherBasis |
| Book Value | 10970 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 123445 | OtherCostOrOtherBasis |
| Depreciation | 83333 | Depreciation |
| Book Value | 40112 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 246093 | OtherCostOrOtherBasis |
| Depreciation | 246093 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1430077 | OtherCostOrOtherBasis |
| Depreciation | 1398069 | Depreciation |
| Book Value | 32008 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 83090 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST IN NET ASSETS OF THE FOUNDATION | Description |
| Book Value | 2360667 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2360667 | TotalBookValueOtherAssets |
| Total Revenue | 5114519 | TotalRevenue |
| Total Expenses | 5178964 | TotalExpenses |
| Excess Or Deficit For Year | -64445 | ExcessOrDeficitForYear |
| Other | -$43,540 | OtherAmount |
| Total Adjustments | -43540 | TotalAdjustments |
| Excess Or Deficit Per FS | -107985 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5144989 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 30470 | OtherRevenues |
| Revenue Not Rptd F990 | 30470 | RevenueNotRptdF990 |
| Revenue Subtotal | 5114519 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5114519 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5209434 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 30470 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 30470 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5178964 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5178964 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | CATHOLIC CHARITIES IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"), AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM THE STATE INCOME TAXES ON RELATED INCOME. THE ORGANIZATION RECOGNIZES THE BENEFIT OF A TAX POSITION ONLY AFTER DETERMINING WHETHER IT IS MORE LIKELY THAN NOT THAT THE TAXING AUTHORITY WOULD SUSTAIN THE TAX POSITION UPON EXAMINATION OF THE TECHNICAL MERITS OF THE TAX POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. THE ORGANIZATION HAS RECORDED NO ASSETS OR LIABILITIES RELATED TO THE UNCERTAIN TAX POSITIONS. TAX RETURNS FOR THE YEAR ENDED DECEMBER 31, 2008 AND ALL SUBSEQUENT YEARS REMAIN SUBJECT TO EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN INTEREST IN NET ASSETS OF THE FOUNDATION -43,540. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 30,470. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 30,470. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING AND DINNER AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 96524 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 30120 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 66404 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 460 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 359 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 7680 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 11479 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 10492 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 96524 | GrossReceiptsTotal |
| Charitable Contributions Total | 30120 | CharitableContributionsTotal |
| Gross Revenue Total Events | 66404 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 460 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 359 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 7680 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 11479 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 10492 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 30470 | DirectExpenseSummaryEvents |
| Net Income Summary | 35934 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PRESENTED BY THE EXECUTIVE DIRECTOR TO THE BOARD OF TRUSTEE EXECUTIVE COMMITTEE FOR THEIR REVIEW BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | AS A CONDITION OF EMPLOYMENT, STAFF ARE REQUIRED TO DISCLOSE OPPORTUNITIES THEY HAVE WITH OTHER ORGANIZATIONS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR'S COMPENSATION PROCESS IS CONDUCTED BY THE BOARD OF TRUSTEE EXECUTIVE COMMITTEE. THIS PROCESS INVOLVES AN ANNUAL PERFORMANCE AND COMPENSATION REVIEW. THE DEPUTY DIRECTOR'S COMPENSATION PROCESS IS CONDUCTED BY THE EXECUTIVE DIRECTOR, AND INVOLVES AN ANNUAL PERFORMANCE REVIEW AND COMPENSATION ADJUSTMENT IN LINE WITH THE AGENCY'S SALARY GRADE SCALE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990 IS MADE AVAILABLE THROUGH GUIDESTAR.COM AND BY DIRECT REQUEST. | |
| FORM 990, PART XI, LINE 5: | CHANGE IN INTEREST IN NET ASSETS OF THE FOUNDATION -43,540. TOTAL TO FORM 990, PART XI, LINE 5: -43,540. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC CHARITIES FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 SOUTH LAKE DRIVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53207 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391231223 | EIN |
| Primary Activities | SUPPORT CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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