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 Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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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

Respond to changing social needs in order to help and create hope for the most poor and vulnerable.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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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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