Catholic Charities of the Archdiocese of Dubuque
Nonprofit profile at a glance
- EIN
- 420680493
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Dubuque, IA, USA
- Phone
- 5635562580
- Rating
- 94
- Verdict
- STRONG
- Rating confidence
- Standard
- Affiliation
- Christianity
Reported finances
- Revenue
- $4,940,313
- Expenses
- $5,043,142
- Assets
- $19,173,077
- Liabilities
- $1,585,491
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- Archbishop Thomas Zinkula (President)
- Vicar General Thomas Toale (Vice President)
- Tracy Morrison (Executive Director)
Highest reported compensation
- Brian Harris (Finance Officer): $146,440 total reported compensation
- Tracy Morrison (Executive Director): $139,493 total reported compensation
- Archbishop Thomas Zinkula (President): $35,306 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Our mission is to reduce poverty, strengthen families and empower communities in the 30 most northeast counties of Iowa.
What it reported doing in 2024
The primary mission of Catholic Charities of the Archdiocese of Dubuque, Iowa (Catholic Charities) is to strengthen families, reduce poverty, and empower communities by responding to changing social needs to provide help and create hope for the most vulnerable populations.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. (Statement continued on Schedule O)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.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 91% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 97
- Transparency & Controls: 100
- Accountability: 86
- Sustainability: 51
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 98.9%; rating input score 99
- Program expense ratio: 96.9%; rating input score 97
- Fundraising efficiency: $81.09 raised per $1 spent on fundraising; rating input score 84; 84th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Yes; rating input score 100
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 6 of 9 controls in place; rating input score 67
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Fail
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -2.1%; rating input score 26; 26th percentile among comparable filings
- Total-asset coverage ratio: 3.8; rating input score 79; 79th percentile among comparable filings
- Liabilities to assets ratio: 0.08; rating input score 62; 62nd percentile among comparable filings
- Officer compensation ratio: 2.9%; rating input score 70; 70th percentile among comparable filings
Growth
- Program expense growth: 12.3% per year; rating input score 100; 71st percentile among comparable filings
- Revenue growth: 11.2% per year; rating input score 100; 72nd percentile among comparable filings
- Asset growth: 7.4% per year; rating input score 100; 47th percentile among comparable filings
Details
- Where the money goes: 98.9% of revenue deployed · 96.9% of spending went to programs
- Governance: 8 of 8 board members independent · 6 of 9 filing controls reported
- Programs: 4 filed program accomplishments · $4.9M in reported program spending
- Leadership: top reported pay $146K · 11 people listed
- Consistency: 37 of 37 current checks pass
- Schedules: 6 filed schedules · includes major donors, grants, and related organizations
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 11 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: 3 of 9 not reported.
- High — Sustainability: Operating margin scored 26/100.