2026-05-12T17:47:45-05:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-07-01 421342872 CATHERINE MCAULEY CENTER INC CATH 3197310442 1220 5TH AVENUE SE CEDAR RAPIDS IA 52403 ANNE DUGGER EXECUTIVE DIRECTOR 3197310442 2026-05-12 1 1 BRIAN ARONSON CPA P01425251 3192346885 2026-05-12 2024 2025-03-06 01:10:19Z ANNE DUGGER 1220 5TH AVENUE SE CEDAR RAPIDS IA 52403 4994985 0 X WWW.CMC-CR.ORG X 1990 IA OFFER HOPE AND OPPORTUNITY THROUGH EDUCATIONAL AND SUPPORTIVE SERVICES. 11 11 75 681 0 0 3521377 4151735 7911 12059 66343 169085 30364 56400 3625995 4389279 1237828 1527620 0 0 2593035 2026737 0 0 178126 1060652 907208 4891515 4461565 -1265520 -72286 6538765 6379997 482496 181136 6056269 6198861 THE CATHERINE MCAULEY CENTER (CMC) OFFERS HOPE AND OPPORTUNITY THROUGH EDUCATIONAL AND SUPPORTIVE SERVICES THAT PROMOTE STABILITY, SKILL-BUILDING, AND CONNECTION. 0 0 1923445 1513312 REFUGEE & IMMIGRATION SERVICES (RIS) PROVIDES A WIDE RANGE OF SUPPORT SERVICES TO ASSIST REFUGEES AND IMMIGRANTS IN ADJUSTING TO LIFE IN THE UNITED STATES. DURING FY25, OVER 500 INDIVIDUALS ACCESSED ONE OR MORE ELIGIBLE SERVICES THROUGH RIS. AS A PARTNER AGENCY OF THE U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS (USCRI), CMC PROVIDES REFUGEE RESETTLEMENT SERVICES TO NEWLY ARRIVED REFUGEES THROUGH CASE MANAGEMENT, SECURING HOUSING, EMPLOYMENT, MEDICAL CARE, EDUCATION, COMMUNITY RESOURCE NAVIGATION, AND CULTURAL ORIENTATION. 529223 7843 EDUCATIONAL SERVICES PROVIDE FREE ONE-ON-ONE TUTORING AND SMALL GROUP CLASSES IN-PERSON AND ONLINE TO ADULT LEARNERS STUDYING ENGLISH AS A SECOND LANGUAGE PREPARING FOR THE U.S. CITIZENSHIP EXAM, TRAINING FOR A CAREER PATHWAY, OR STUDYING BASIC MATH, READING, AND COMPUTER LITERACY SKILLS. THE MAJORITY OF INSTRUCTION IS PROVIDED BY TRAINED VOLUNTEER TUTORS AND GUIDED BY A TEAM OF PROFESSIONAL STAFF. IN FY25, WE HAD OVER 300 TUTORS WHO PROVIDED 17,000 HOURS OF INSTRUCTION, 30% 1:1 ONSITE, 45% GROUP INSTRUCTION ONSITE, 20% ONLINE, AND 5% SATELLITE LOCATIONS. 410812 6465 54329 WOMEN'S SERVICES PROVIDE FEMALE-RESPONSIVE AND TRAUMA-INFORMED SERVICES UNIQUELY TAILORED TO THE NEEDS OF WOMEN EXPERIENCING HOMELESSNESS, RECOVERING FROM SUBSTANCE ABUSE, OR HEALING FROM OTHER TRAUMA. THE GOAL OF THE PROGRAM IS TO HELP WOMEN ACCESS SAFE HOUSING, THERAPEUTIC AND SKILL-BUILDING SERVICES, BASIC NEEDS, AND BUILD THE SKILLS TO MAINTAIN LONG-TERM MENTAL HEALTH, HOUSING, AND FINANCIAL STABILITY. FOR WOMEN FACING HIGH LEVELS OF INSTABILITY, THE TRANSITIONAL HOUSING PROGRAM PROVIDES A SAFE AND SUPPORTIVE, SOBER LIVING ENVIRONMENT IN A RESIDENTIAL SETTING OF INSTITUTIONAL SETTING AND INTENSIVE CASE MANAGEMENT. IN FY25, WOMEN'S SERVICES SERVED 50 WOMEN AND OFFERED 6,000 NIGHTS OF HOUSING. 2863480 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 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 12 0 1 75 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X ANNE DUGGER 3197310451 1220 5TH AVENUE SE CEDAR RAPIDS IA 52403 LORI WEIH PRESIDENT 0.50 X X 0 0 0 ELSABETH HEPWORTH PRESIDENT ELECT 0.50 X X 0 0 0 JOHN BAILEY TREASURER 0.50 X X 0 0 0 ANGIE BUCK SECRETARY 0.50 X X 0 0 0 JULIE BROWN DIRECTOR 0.50 X 0 0 0 DONALD CHIZEK DIRECTOR 0.50 X 0 0 0 ANNA DREXLER DIRECTOR 0.50 X 0 0 0 CINDY FAGAN DIRECTOR 0.50 X 0 0 0 CONNIE HOWE DIRECTOR 0.50 X 0 0 0 MARY TARBOX DIRECTOR 0.50 X 0 0 0 MIALISA WRIGHT DIRECTOR 0.50 X 0 0 0 ANNE DUGGER EXECUTIVE DIRECTOR 40.00 X 74293 0 10188 74293 0 10188 0 0 0 0 CLIFTONLARSONALLEN LLP 220 S 6TH ST STE 300 MINNEAPOLIS MN 55402 ACCOUNTING 111016 1 83763 16135 54875 2591830 1405132 4151735 PROGRAM FEES 624100 12059 12059 12059 80901 80901 25756 0 25756 25756 25756 673963 1500 587279 0 86684 1500 88184 88184 6801 16135 18427 -11626 -11626 MISCELLANEOUS REVENUE 900099 42270 42270 42270 4389279 54329 0 183215 1527620 1527620 95867 47279 42109 6479 1599501 817991 667876 113634 6953 2102 4851 199960 60493 131520 7947 124456 56913 59673 7870 644 44 581 19 159649 10919 144049 4681 8392 8392 83201 5690 75071 2440 101556 41625 51389 8542 105526 38788 47887 18851 176828 44048 127703 5077 10753 2585 8118 50 23609 2222 21387 1307 765 542 222891 198361 22457 2073 9720 4202 5055 463 3132 1833 1299 4461565 2863480 1419959 178126 5978 551637 162175 2068 469678 186324 2855 13201 5253 5333490 1412260 4163543 3921230 1721335 1713485 6538765 6379997 205002 180305 2631 831 274863 0 482496 181136 X 5148327 5177922 907942 1020939 6056269 6198861 6538765 6379997 -72286 20611 194267 0 X 0 1 X 1 1 1 X 3548434 6300237 4260587 3521377 4151735 21782370 3548434 6300237 4260587 3521377 4151735 21782370 21782370 29050 81145 63138 86536 98265 358134 0 0 0 3587 0 3587 146307 7223 19909 6584 43770 223793 22367884 94696 0.97380 0.94170 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 4,708. 2022 AMOUNT: $ 15,437. 2023 AMOUNT: $ 6,584. 2024 AMOUNT: $ 43,770. INSURANCE PROCEEDS - 2020 AMOUNT: $ 146,307. 2021 AMOUNT: $ 2,515. 2022 AMOUNT: $ 4,472. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1631158 169651 187400 1613409 1585665 206746 161253 1631158 1259142 180000 146523 0 1585665 1567768 13678 -202259 120045 1259142 1218492 26000 356515 33240 1567767 0.44645 0.55355 1 0 359699 359699 4601018 1083441 3517577 372773 328819 43954 3921230 4419925 20611 20611 4399314 8392 -18427 -10035 4389279 4471600 18427 18427 4453173 8392 8392 4461565 PART IV, LINE 2B: A PORTION OF THE FEES CHARGED TO RESIDENTS IS HELD BY THE ORGANIZATION FOR THE BENEFIT OF THE RESIDENT. FUNDS ARE RETURNED WHEN A RESIDENT LEAVES AND IS NO LONGER STAYING AT THE CENTER. 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 XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISER EXPENSES -18,427. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISER EXPENSES 18,427. LUNCHEON 17904 16135 1769 6280 12147 GALA 5032 5032 22936 16135 6801 6280 12147 18427 -11626 1 ASSISTANCE TO REFUGEES 500 1513312 ASSISTANCE TO WOMEN'S SERVICES 50 6465 ASSISTANCE TO EDUCATION 300 7843 PART I, LINE 2: THE ORGANIZATION WORKS CLOSELY WITH INDIVIDUALS THROUGH THE ORGANIZATION'S PROGRAMMATIC ACTIVITY TO ENSURE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. FORM 990, PART VI, SECTION A, LINE 1A 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 BOARD OF DIRECTORS, AT ITS NEXT REGULAR MEETING, MUST RATIFY ACTIONS OF THE EXECUTIVE COMMITTEE, EXCEPT WHEN ADVANCE AUTHORITY FOR SUCH ACTION HAS BEEN GRANTED. 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. A SIMPLE MAJORITY CONSTITUTES A QUORUM. 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 FORM 990 IS REVIEWED BY 3RD PARTY ACCOUNTING FIRM, EXECUTIVE DIRECTOR, AND DIRECTOR OF OPERATIONS PRIOR TO FILING WITH THE IRS. AT THE NEXT REGULARLY SCHEDULED BOARD MEETING, THE FORM 990 WILL BE PROVIDED TO ALL BOARD MEMBERS. 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 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 3A AND 3B THE SINGLE AUDIT AND AUDIT ARE BEING PERFORMED AT THE TIME OF THIS FILING. SISTERS OF MERCY OF THE AMERICAS WEST MIDWEST COMMUNITY INC 7262 MERCY ROAD 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