Catholic Charities of the Archdiocese of Dubuque

EIN: 420680493 501(c)(3)

Dubuque, IA

Total Revenue
$4,854,873
Total Expenses
$4,308,927
Total Assets
$18,367,072
Net Assets
$16,529,604
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Financial Trends

Organization Details

Formation Year
1931
Legal Domicile
IA
Principal Officer
Tracy Morrison
Phone
5635562580
Tax Period
2023-11-01 to 2024-10-31

Catholic Charities of the Archdiocese of Dubuque, founded in 1931, is a community nonprofit that reported $4.9M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $4.3M left a modest 11% surplus.

Mission

Our mission is to reduce poverty, strengthen families and empower communities in the 30 most northeast counties of Iowa.

Program Service Accomplishments

Program 1
Expenses: $1,383,687 Revenue: $1,469,485

Affordable Housing Affordable housing is a basic life necessity that Catholic Charities is committed to supporting. Catholic Charities Housing offers safe and affordable accommodations for low-income...

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Affordable Housing Affordable housing is a basic life necessity that Catholic Charities is committed to supporting. Catholic Charities Housing offers safe and affordable accommodations for low-income families, elderly and adults with disabilities. Rent for each of our properties is determined based on the renter's income. Catholic Charities owns and manages properties in Dubuque, Maquoketa and Waterloo with a total of 208 units among our five locations.Ecumenical Tower in Dubuque is an 88-unit senior/disabled adult apartment complex located in downtown Dubuque. (Statement continued on Schedule O)Kennedy Park West is a 72-unit, 1-to-3-bedroom apartment complex for individuals and families located in Dubuque's west end.Carter Plaza also located in Dubuque's west end, offers eight, family-friendly, low-income units.Alabar Plaza is a 12-unit, low-income property in Waterloo, close to schools, parks and shopping.Heartland East is a 28-unit affordable housing complex in Maquoketa, Iowa.Catholic Charities maintains affordable housing rates at approximately 30% of a person's income.

Program 2
Expenses: $997,260 Revenue: $526,357

Mental Health Counseling Services Inspired by the belief that marriage and families are at the core of our social structure, Catholic Charities provides professional counseling for marriages...

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Mental Health Counseling Services Inspired by the belief that marriage and families are at the core of our social structure, Catholic Charities provides professional counseling for marriages, families, and individuals experiencing various social, emotional, and interpersonal struggles. The option to use insurance, or pay on a sliding fee scale, makes counseling attainable for anyone who is truly in need. All Catholic Charities' counselors are masters-level, licensed professionals, and services are available to anyone regardless of religious, social, or economic background. (Statement continued on Schedule O)In 2024, the total number of counseling sessions increased from 5,118 in FY 22-23 to 5,438 in FY 23-24, which includes telehealth sessions. In 2024, Catholic Services served 19,694 individuals across 30 counties in Northeast Iowa.

Program 3
Expenses: $1,128,890

Jail & Prison Ministry Catholic Charities coordinates volunteer-based outreach for imprisoned and recently released individuals to support them in successful re-entry into society. 409 formerly...

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Jail & Prison Ministry Catholic Charities coordinates volunteer-based outreach for imprisoned and recently released individuals to support them in successful re-entry into society. 409 formerly incarcerated individuals received support for successful reentry into the community in 2024.Immigration Legal Services -Catholic Charities' immigration attorneys provide affordable legal services to help reunite families by assisting them in navigating the immigration system and advocating on their behalf. (Statement continued on Schedule O)Catholic Charities assists with paperwork for green card and citizenship applications, family and visitor visas, deferred action for childhood arrivals, temporary protected status, violence against women act, and other family-based immigration legal services. In 2024, our immigration attorneys provided 805 free immigration legal consultations. Clients represented 40 different countries of origin.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,784,194
Program Service Revenue $2,024,972
Investment Income $45,707
Other Revenue $0
TOTAL REVENUE $4,854,873

Expense Breakdown

Grants Paid $242,397
Salaries & Benefits $2,733,679
Fundraising Expenses $31,526
Program Expenses $4,173,939
Other Expenses $1,332,851
TOTAL EXPENSES $4,308,927

Year-over-Year Comparison

2023 2022 Change
Revenue $4,854,873 $4,473,485 +0.1%
Expenses $4,308,927 $4,096,152 +0.1%
Net Income $545,946 $377,333 +0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
42
Volunteers
89

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$305,384
Total Directors
10
$37,718
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Archbishop Thomas Zinkula President 3.00
Officer Director
$0 $0 $5,498
Rev Msgr Thomas Toale Vice President 1.00
Officer Director
$0 $0 $32,220
Mary Jo Pfeifer Wulf Secretary 1.00
Officer Director
$0 $0 $0
Sr Susan O'Connor RSM Treasurer 0.50
Officer Director
$0 $0 $0
Ruth Palmer Director (Until Jun 24) 0.50
Director
$0 $0 $0
Jerry Fox Director 0.50
Director
$0 $0 $0
Paul Lee Director 0.50
Director
$0 $0 $0
Terry Carpenter Director 0.50
Director
$0 $0 $0
Gabriela Vega-Bauerly Director 0.50
Director
$0 $0 $0
John Freund Director 0.50
Director
$0 $0 $0
Tracy Morrison Executive Director 40.00
Officer
$125,347 $6,248 $131,595
Brian Harris Finance Officer 3.00
Officer
$0 $6,758 $136,071
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $4,854,873 $4,308,927 $18,367,072 $545,946
2023 $4,473,485 $4,096,152 $14,537,110 $377,333
2022 $4,260,707 $3,754,537 $13,902,176 $506,170
2021 $3,383,407 $3,166,222 $13,506,604 $217,185
2020 $3,073,428 $2,359,444 $11,901,479 $713,984
2019 $2,220,365 $2,043,090 $10,586,796 $177,275
2018 $1,771,653 $1,932,754 $9,759,392 $-161,101
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