Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ECUMENICAL HOUSING INCORPORATED
Employer identification number
42-0958666
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2,084
15,060
17,144
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
694,941
706,906
794,905
816,799
854,916
3,868,467
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
697,025
706,906
809,965
816,799
854,916
3,885,611
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
0
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
0
c
Add lines 7a and 7b..
0
8
Public Support (Subtract line 7c from line 6.)
3,885,611
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
697,025
706,906
809,965
816,799
854,916
3,885,611
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
6,537
15,895
19,809
10,307
2,229
54,777
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
6,537
15,895
19,809
10,307
2,229
54,777
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
5,865
5,865
13
Total support (Add lines 9, 10c, 11 and 12.).
709,427
722,801
829,774
827,106
857,145
3,946,253
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
98.460 %
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
98.210 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
1.390 %
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
1.640 %
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
ECUMENICAL HOUSING INCORPORATED
Employer identification number
42-0958666
Identifier
Return Reference
Explanation
FORM 990, PART VI, SECTION A, LINE 3
CATHOLIC CHARITIES MANAGES THE DAILY ACTIVITIES OF ECUMENICAL HOUSING.
FORM 990, PART VI, SECTION A, LINE 6
MEMBERSHIP IN THE ORGANIZATION IS LIMITED TO INDIVIDUALS WHO ARE DIRECTORS OF THE BOARD OF DIRECTORS OF CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE, OR WHO ARE MEMBERS OF THE CONGREGATION OF ANY CHURCH WHICH IS A MEMBER OF THE DUBUQUE COUNCIL OF CHURCHES.
FORM 990, PART VI, SECTION B, LINE 11
THE PRESIDENT, VICE PRESIDENT, SECRETARY AND HOUSING ADMINISTRATOR REVIEW THE 990. A PAST BOARD MEMBER, WITH SPECIFIC FINANCIAL EXPERTISE AND FAMILIARITY, MAY ALSO REVIEW THE 990. THE BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C
THE CONFLICT OF INTEREST POLICY APPLIES TO ECUMENICAL HOUSING'S STAFF AND TO OFFICERS AND INDIVIDUALS SERVING IN THE CAPACITY OF COMMITTEE CHAIRS, MEMBERS, AND BOARD MEMBERS. THESE INDIVIDUALS ARE REQUIRED TO DISCLOSE ANNUALLY ANY POSSIBLE CONFLICTS. A TRANSACTION IN WHICH AN INDIVIDUAL OF A CORPORATION HAS A CONFLICT OF INTEREST MAY BE APPROVED IF THE MATERIAL FACTS OF THE TRANSACTION AND THE PERSON'S INTEREST WERE DISCLOSED OR KNOWN TO THE BOARD OF DIRECTORS, COUNCIL, OR A COMMITTEE OF THE BOARD AND THE BOARD OR COMMITTEE OF THE BOARD AUTHORIZED, APPROVED, OR RATIFIED THE TRANSACTION. A CONFLICT OF INTEREST TRANSACTION IS AUTHORIZED, APPROVED, OR RATIFIED IF IT RECEIVES THE AFFIRMATIVE VOTE OF A MAJORITY OF THE MEMBERS ON THE BOARD OR ON A COMMITTEE OF THE BOARD WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE TRANSACTION, BUT A TRANSACTION IS NOT AUTHORIZED, APPROVED, OR RATIFIED UNDER THIS SECTION BY A SINGLE MEMBER. IF A MAJORITY OF THE MEMBERS ON THE BOARD WHO HAVE NO DIRECT OR INDIRECT INTEREST IN THE TRANSACTION VOTE TO AUTHORIZE, APPROVE, OR RATIFY THE TRANSACTION, A QUORUM IS PRESENT FOR THE PURPOSE OF TAKING ACTION UNDER THIS SECTION. THE EXECUTIVE DIRECTOR REVIEWS THE CONFLICT OF INTEREST POLICIES. ANY INDIVIDUAL HAVING A CONFLICT OF INTEREST ON ANY MATTER MUST ABSTAIN FROM VOTING ON THE MATTER AND IS NOT COUNTED IN DETERMINING THE QUORUM FOR THE VOTE ON THE MATTER. THE MINUTES OF THE MEETING REFLECT THE DISCLOSURE MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION.
FORM 990, PART VI, SECTION B, LINE 15: THE PRESIDENT/EXECUTIVE DIRECTOR IS EMPLOYED BY CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE FOR SERVICES PERFORMED FOR THAT ORGANIZATION. THE COMPENSATION FOR THIS POSITION IS DETERMINED BY CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE. THE FINANCE OFFICER IS EMPLOYED BY THE ARCHDIOCESE OF DUBUQUE FOR SERVICES TO THAT ORGANIZATION. THE COMPENSATION FOR THIS POSITION IS DETERMINED BY THE ARCHDIOCESE OF DUBUQUE.
FORM 990, PART VI, SECTION C, LINE 19
THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
FORM 990, PART XI, LINE 2C:
THE AUDIT COMMITTEE OF THE ARCHDIOCESE OF DUBUQUE ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
FORM 990, PART VII, SECTION A:
THE FOLLOWING INDIVIDUALS DEVOTED TIME PERFORMING SERVICES THESE RELATED ORGANIZATIONS. CATHOLIC CHARITIES OF THE ARCHDIOCESE OF DUBUQUE TRACY MORRISON 36 HOURS PER WEEK RICHARD RUNDE 3 HOURS PER WEEK MARY COAN 2.5 HOURS PER WEEK CATHOLIC CHARITIES FOUNDATION TRACY MORRISON .2 HOURS PER WEEK RICHARD RUNDE .2 HOURS PER WEEK ARCHDIOCESE OF DUBUQUE RICHARD RUNDE 40 HOURS PER WEEK
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.