2012-08-15T10:19:12-05:00 2011-12-31 390758449 WIPFLI LLP 10000 INNOVATION DRIVE SUITE 250 MILWAUKEE WI 532264837 990 2011-01-01 390806321 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE INC CATH 4147693420 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 JAMES M BRENNAN 4147693516 2012-08-15 1 DAVE GLOBIG P01356041 4144319300 2012-08-14 2011 2016-02-24 21:20:13Z JAMES M BRENNAN 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 5144989 0 X WWW.CCMKE.ORG X 1920 WI HELP TO BUILD A JUST AND CARING COMMUNITY BY PROVIDING SERVICES TO THOSE IN NEED. 16 16 131 167 0 0 4844859 4652701 410996 425636 437 248 30461 35934 5286753 5114519 0 0 0 0 4011420 3869801 0 0 240008 1260364 1309163 5271784 5178964 14969 -64445 3632493 3537528 350508 363528 3281985 3174000 X TO SERVE THOSE IN NEED, TO ADVOCATE FOR JUSTICE AND TO CALL UPON OTHERS TO DO THE SAME. 0 0 628768 0 PROGRAM DEDICATED TO PROVIDING MIGRATION AND REFUGEE SERVICES. 929126 194794 PROGRAM DEDICATED TO THE HEALTH AND WELL-BEING OF OLDER ADULTS. 1344978 53024 PROGRAM DEDICATED TO FAMILY COUNSELING. 1065573 177818 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. 1065573 177818 3968445 1 1 0 0 0 1 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 12 0 1 131 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X JAMES M BRENNAN 4147693516 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 X ARCHBISHOP JEROME E LISTECKI 1.00 X X 0 0 0 MICHAEL GONRING 1.00 X X 0 0 0 MICHAEL F BLOEDORN 1.00 X X 0 0 0 KENT BERGEMANN 1.00 X X 0 0 0 MARY JO LAYDEN 1.00 X X 0 0 0 SUZANNE ANDREW 1.00 X 0 0 0 KRISTIN BLANCHARD 1.00 X 0 0 0 REV ROBERT GOSMA 1.00 X 0 0 0 FR CHARLES R KEEFE 1.00 X 0 0 0 DORIS LATTOS 1.00 X 0 0 0 KEITH LESTER 1.00 X 0 0 0 JAMES LUTHER 1.00 X 0 0 0 JOHN D PAQUETTE 1.00 X 0 0 0 RENE SCHAEFER 1.00 X 0 0 0 ALEXANDER TOOLE 1.00 X 0 0 0 DAVID R YOUNG 1.00 X 0 0 0 0 0 0 0 0 0 0 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 2 30120 1150635 3471946 4652701 PROGRAM SERVICE FEES 624100 385061 385061 RENT AND REIMBURSEMENT 624100 40575 40575 425636 248 248 66404 30120 30470 35934 35934 5114519 425636 0 36182 3165910 2479806 576638 109466 396033 325189 46970 23874 307858 244582 48159 15117 117912 54152 56494 7266 244041 135082 36723 72236 353399 290711 52870 9818 95445 84168 9666 1611 6237 3273 2964 5830 5830 SPECIFIC ASSISTANCE 332556 332556 BAD DEBT EXPENSE 107043 107043 DUES, SUBSCRIPTIONS, AN 35514 11159 23735 620 MISCELLANEOUS 11186 1937 9249 5178964 3968445 970511 240008 275003 471422 516064 229064 379448 385713 860 7572 1810585 1727495 56911 83090 2404207 2360667 3632493 3537528 345671 357484 4837 6044 350508 363528 X 328795 454484 1395261 1161587 1557929 1557929 3281985 3174000 3632493 3537528 X -64445 -43540 X 0 1 1 X 0 X 5722285 5691815 5863452 4844859 4652701 26775112 5722285 5691815 5863452 4844859 4652701 26775112 26775112 10266 5019 351 437 248 16321 26791433 3982787 0.99940 0.99910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1557929 1557929 1557929 1557929 1557929 1557929 1557929 1557929 1.00000 0 0 10970 10970 123445 83333 40112 246093 246093 0 1430077 1398069 32008 83090 INTEREST IN NET ASSETS OF THE FOUNDATION 2360667 2360667 5114519 5178964 -64445 -43540 -43540 -107985 5144989 30470 30470 5114519 0 5114519 5209434 30470 30470 5178964 0 5178964 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. GOLF OUTING AND DINNER AUCTION 96524 30120 66404 460 359 7680 11479 10492 96524 30120 66404 460 359 7680 11479 10492 30470 35934 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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. CATHOLIC CHARITIES FOUNDATION 3501 SOUTH LAKE DRIVE MILWAUKEE WI 53207 391231223 SUPPORT CATHOLIC CHARITIES OF THE ARCHDIOCESE OF MILWAUKEE WI 501(C)(3) LINE 11A, I N/A 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0