TY 2014 Form 990

- TIN:

Form990

Department of the Treasury
Internal Revenue Service

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)

Do not enter social security numbers on this form as it may be made public.

Information about Form 990 and its instructions is at www.IRS.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

A For the 2014 calendar year, or tax year beginning 07-01-2014 , and ending 06-30-2015

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
CATHOLIC CHARITIES OF THE DIOCESE OF WINONA INC

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
111 MARKET STREET NO 2

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
WINONA, MN55987

D Employer identification number

41-0721636

E Telephone number

G Gross receipts $ 2,491,778

F Name and address of principal officer:
ROBERT TEREBA
111 MARKET STREET NO 2
WINONA,MN55987

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

WWW.CCWINONA.ORG

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. (see instructions)

H(c)

Group exemption number MediumBullet

0928

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1947

M State of legal domicile: MN

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: THE AGENCY CENTRALIZES ALL CHARITABLE ACTIVITIES OF THE ROMAN CATHOLIC CHURCH FOR THE DIOCESE OF WINONA. THE AGENCY HAS VARIOUS PROGRAMS TO PROVIDE VARIOUS TYPES OF ASSISTANCE TO INDIVIDUALS IN THE DIOCESE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	17
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	17
5	Total number of individuals employed in calendar year 2014 (Part V, line 2a) ......	5	46
6	Total number of volunteers (estimate if necessary) .............	6	1,300
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,892,195	2,133,357
9	Program service revenue (Part VIII, line 2g) .........	372,450	320,989
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	12,179	19,029
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	2,276,824	2,473,375
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	305,438	285,443
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,575,678	1,765,442
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 175,404
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	803,074	537,266
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,684,190	2,588,151
19	Revenue less expenses. Subtract line 18 from line 12.......	-407,366	-114,776
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	2,009,603	1,919,197
21	Total liabilities (Part X, line 26).............	572,675	595,999
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,436,928	1,323,198

Part II

Signature Block

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign Here

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name MediumBullet

Firm's EIN MediumBullet

Firm's address MediumBullet

Phone no.

May the IRS discuss this return with the preparer shown above? (see instructions) ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2014)

Form 990 (2014)

Page 2

Part III

Statement of Program Service Accomplishments

Check if Schedule O contains a response or note to any line in this Part III ..............

Briefly describe the organization’s mission: BELIEVING IN THE SANCTITY OF THE HUMAN PERSON AND THE DIGNITY OF HUMAN LIFE, CATHOLIC CHARITIES OF THE DIOCESE OF WINONA WORKS TO SERVE ALL PEOPLE AND MAKE CONDITIONS OF OUR MINNESOTA HEARTLAND MORE FULLY HUMAN: BY CALLING PEOPLE TO MINISTER TO EACH OTHER, BY REACHING OUT TO THE DISABLED, THE MARGINALIZED, THE ALIENATED, AND THE STRANGER, AND BY LABORING FOR THE JUSTICE WHICH THE GOSPEL OF CHRIST DEMANDS.

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ...................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................ Yes No

If "Yes," describe these changes on Schedule O.

Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.


4a	(Code: ) (Expenses $ 689,462 including grants of $ 37,326 ) (Revenue $ 268,007 )
	COUNSELING - CATHOLIC CHARITIES COUNSELING SERVICES HELPS PEOPLE TO FIND HOPE AND DIRECTION IN THEIR LIVES AND OVERCOME DIFFICULTIES THEY EXPERIENCE. WE ARE COMMITTED TO PROMOTING GROWTH AND CHANGE WITH A DEEP RESPECT FOR EACH INDIVIDUAL'S AND FAMILY'S LIFE EXPERIENCE. WE PROMOTE PHYSICAL, SOCIAL, EMOTIONAL, AND SPIRITUAL HEALTH AND WELL BEING TO ALL. WE BELIEVE THAT BY HELPING THOSE WHO COME TO US GAIN A MORE ACCURATE UNDERSTANDING OF THEMSELVES AND THE PEOPLE IN THEIR LIVES THEY WILL BE ABLE TO LEAD A MORE SATISFYING AND PRODUCTIVE LIFE. OUR COUNSELING STAFF ARE PROFESSIONALLY TRAINED AND LICENSED AT THE TOP LEVEL OF LICENSURE. COUNSELING SERVICES ARE PROVIDED AT ALL OF OUR SERVICE LOCATIONS. WE SERVE PEOPLE OF ALL AGES, ETHNIC/CULTURAL BACKGROUNDS, FAITH AND NON FAITH TRADITIONS, AND ECONOMIC BACKGROUNDS. INSURANCE IS ACCEPTED AND MAY COVER THE COST OF THE COUNSELING SERVICES. A SLIDING FEE SCALE BASED ON HOUSEHOLD INCOME AND FAMILY SIZE IS AVAILABLE FOR INDIVIDUALS AND FAMILIES WHO DO NOT HAVE INSURANCE COVERAGE. OVER 38% OF OUR CLIENTS SELECTED CATHOLIC CHARITIES FOR COUNSELING BECAUSE WE ARE FAITH BASED. EIGHTY PERCENT REPORTED AN OVERALL SATISFACTION WITH THE COUNSELING SERVICES. DURING THIS REPORTING CYCLE, 2,023 PEOPLE RECEIVED COUNSELING SERVICES. COUNSELING CLIENTS COMPLETE A CLIENT SATISFACTION SURVEY SELF REPORT. HERE ARE SOME QUOTES FROM OUR COUNSELING CLIENTS ABOUT THE COUNSELING SERVICES: "WHEN I CAME, I WAS IN A DIFFICULT PLACE IN LIFE. AFTER TALKING AND SETTING GOALS AND STANDARDS FOR ME THINGS HAVE GOTTEN A LOT BETTER WITH DAY TO DAY LIVING."; "MY WAY OF THINKING HAS CHANGED FOR THE BETTER. I HAVE LEARNED THAT I CAN'T CHANGE ANYONE BUT MYSELF."; "COUNSELING HELPED STEER US IN THE RIGHT DIRECTION AND BRING US CLOSER TOGETHER AS A COUPLE AND A FAMILY."; "MY WHOLE OUTLOOK ON LIFE HAS COMPLETELY CHANGED FOR THE BETTER." ; "I ABSOLUTELY LOVE MY COUNSELOR. SHE IS THE FIRST OF MANY I'VE HAD. NOW I LOOK FORWARD TO MY SESSION AND DO NOT FEEL JUDGED EVER." ; "CATHOLIC CHARITIES HAS HELPED ME A GREAT DEAL. I DON'T EVEN WANT TO THINK WHAT MIGHT HAVE HAPPENED HAD I NOT COME FOR COUNSELING. MY COUNSELOR HELPS ME STAY ON TRACK AND KEEP MOVING FORWARD." PROJECT RACHEL - THE PROJECT RACHEL POST ABORTION COUNSELING MINISTRY TAKES ITS NAME FROM JEREMIAH 31:15-17, "THUS SAYS THE LORD: IN RAMAH IS HEARD THE SOUND OF MOANING, OF BITTER WEEPING! RACHEL MOURNS HER CHILDREN; SHE REFUSES TO BE CONSOLED BECAUSE HER CHILDREN ARE NO MORE. THUS SAYS THE LORD: CEASE YOUR CRIES OF MOURNING, WIPE AWAY THE TEARS FROM YOUR EYES. THE SORROW YOU HAVE SHOWN SHALL HAVE ITS REWARD...THERE IS HOPE FOR YOUR FUTURE." CATHOLIC CHARITIES HOLDS ALL LIFE AS SACRED. WE ACKNOWLEDGE THAT WE LIVE IN A SOCIETY IN WHICH THE UNBORN ARE UNPROTECTED AND THAT MANY LIVES ARE TOUCHED BY THE REALITY OF ABORTION. IN ADDITION WE ALSO BELIEVE IN THE COMPASSION AND MERCY OF GOD WHO FORGIVES. THROUGH PROJECT RACHEL, OUR POST ABORTION HEALING PROGRAM SEEKS TO REACH OUT IN COMPASSION TO THE POST ABORTAL WOMAN, MAN, FAMILY MEMBERS, AND FRIENDS SUFFERING FROM THE AFTERMATH OF ABORTION. FORGIVENESS AND PEACE OF HEART IS OFFERED THROUGH COUNSELING AND REFERRAL FOR THE SACRAMENT OF RECONCILIATION. WITH HELP, THOSE AFFECTED BY ABORTION CAN MOVE FORWARD RENEWED AND RECONCILED WITH SELF, THE UNBORN CHILD, FAMILY, COMMUNITY, AND WITH GOD. A 800 PHONE LINE IS DESIGNATED FOR PROJECT RACHEL CALLS SO PEOPLE HURTING FROM THE AFTERMATH OF ABORTION CAN GET 24/7 INFORMATION ABOUT POST ABORTION HEALING AND RECONCILIATION. COUNSELING SERVICES ARE PROVIDED BY OUR LICENSED COUNSELORS AT ALL OF OUR LOCATIONS. INSURANCE AND SLIDING FEE IS AVAILABLE. REFERRALS ARE MADE FOR THE SACRAMENT OF RECONCILIATION. WE WORK CLOSELY WITH THE PRO-LIFE SECRETARIAT OFFICE OF THE USCCB (UNITES STATES CONFERENCE OF CATHOLIC BISHOPS). THE NUMBER SERVED IS INCLUDED IN THE COUNSELING NUMBER. ADOPTION - CATHOLIC CHARITIES HAS BEEN CREATING FAMILIES IN THE DIOCESE OF WINONA FOR 72 YEARS. WE ARE A CHILD PLACING AGENCY LICENSED IN MINNESOTA. OUR LICENSED SOCIAL WORKERS PROVIDE DOMESTIC INFANT ADOPTION SERVICES, INTERNATIONAL ADOPTION SERVICES, AND DESIGNATED ADOPTION SERVICES. WE HAVE A SUPERVISED PROVIDER AGREEMENT WITH HOLT INTERNATIONAL OF EUGENE, OREGON TO COMPLETE ADOPTIVE STUDIES AND PROVIDE POST PLACEMENT SUPERVISION WITH MINNESOTA RESIDENTS LIVING IN OUR SERVING AREA WHO WANT TO ADOPT INTERNATIONALLY. DESIGNATED ADOPTION SERVICES ARE PROVIDED TO ADOPTIVE APPLICANTS CHOOSING NOT TO BE A PART OF OUR DOMESTIC ADOPTION PROGRAM, BUT ARE IN NEED OF INDIVIDUAL SERVICES SUCH AS A STUDY OR POST PLACEMENT SERVICES. IN THE DOMESTIC ADOPTION PROGRAM OUR LICENSED SOCIAL WORKERS PAIR MARRIED COUPLES (MAN AND WOMAN) LOOKING TO ADOPT WITH BIRTHPARENTS LOOKING TO PLACE THEIR CHILD FOR ADOPTION. OUR SOCIAL WORK STAFF HELP TO FACILITATE THE MATCH BETWEEN BIRTHPARENTS AND ADOPTIVE COUPLES AND ASSIST WITH THE PROCESS OF FREEING THE CHILD FOR ADOPTION AND PLACEMENT OF THE CHILD IN THE ADOPTIVE HOME, AS WELL AS THE SUPERVISION OF THE ADOPTIVE PLACEMENT THROUGH THE ADOPTION LEGALIZATION. THE ADOPTION STAFF IS COMMITTED TO PROVIDING SUPPORT AND GUIDANCE THROUGHOUT THE ENTIRE ADOPTION PROCESS BOTH TO THE ADOPTIVE COUPLE AND THE BIRTHPARENTS. IN ALL OF THESE EFFORTS THE WELFARE OF THE CHILD IS OF PRIMARY CONCERN. THE DOMESTIC ADOPTION PROGRAM IS DEPENDENT ON THE ADOPTIVE APPLICANT'S REIMBURSEMENT OF EXPENSES FOR ITS SUPPORT AND CONTINUATION; HOWEVER IN ORDER TO ELIMINATE COST AS A BARRIER TO ADOPTION, A PORTION OF THE ADOPTION FEES ARE BASED ON A PERCENTAGE OF INCOME WITH A MINIMUM AND MAXIMUM CAP. ANY DEFICITS ARE SUPPLEMENTED BY OTHER CHARITABLE CONTRIBUTIONS. FOSTER CARE PLACEMENT IS AN OPTION; HOWEVER, THE MAJORITY OF CHILDREN ARE PLACED DIRECTLY OUT OF THE HOSPITAL INTO THE ADOPTIVE HOME. THERE ARE A NUMBER OF DIFFERENT WAYS DOMESTIC INFANT ADOPTION HAPPENS. PREGNANT WOMEN MAY COME TO THE AGENCY LOOKING TO PLACE THEIR CHILD IN AN ADOPTIVE HOME, WHICH HAS ALWAYS BEEN A SERVICE OPTION, AND WE ARE READY TO ASSIST BOTH THE ADOPTIVE PARENTS AND BIRTHPARENT IN THAT PROCESS. ANOTHER WAY IN WHICH ADOPTIVE PARENTS AND BIRTHPARENTS ARE MAKING A CONNECTION IS THROUGH VARIOUS SOCIAL NETWORKING OPTIONS. FOR EXAMPLE THEY MAY CONNECT ON OUR FACE BOOK PAGE OR GO TO OUR WEBSITE AND LOOK AT OUR "READY TO ADOPT" COUPLES AND THEN DECIDE TO COME TO THE AGENCY FOR ASSISTANCE WITH THE ADOPTION. WE ARE CONSTANTLY MAKING CHANGES IN TECHNOLOGY AND BALANCING ONLINE COMMUNICATION WITH THE MORE TRADITIONAL FACE TO FACE CONTACT. WE WANT TO ENSURE CONFIDENTIALITY FOR OUR CLIENTS AND AT THE SAME TIME UTILIZE ONLINE MEDIA AND RESOURCES TO SERVE ADOPTIVE FAMILIES AND BIRTHPARENTS. WE OFFER A "JOURNEY TO ADOPT" EDUCATIONAL SUPPORT GROUP FOR OUR FAMILIES WHO HAVE COMPLETED THE ADOPTION STUDY PROCESS AND ARE READY TO ADOPT. TO INCLUDE ALL OF OUR FAMILIES IN THE GROUP MEETINGS, WE SKYPE WITH PARTICIPANTS FROM ACROSS OUR DIOCESAN SERVING AREA. WE ARE PROACTIVE IN OUR EFFORTS TO MAKE SURE BOTH ADOPTIVE PARENTS AND BIRTHPARENTS HAVE A FULL COMPLEMENT OF SERVICES. DURING THIS REPORTING CYCLE, 120 PEOPLE RECEIVED ADOPTION SERVICES.CATHOLIC CHARITIES ADOPTIVE FAMILIES SHARE IN THEIR OWN WORDS WHAT ADOPTION HAS MEANT TO THEM: "WE SEND OUR DAUGHTER'S BIRTHPARENTS A LETTER AND PICTURE EVERY FEW MONTHS, AND EACH NIGHT WE PRAY AND OFFER THANKSGIVING TO GOD FOR HER BIRTHPARENTS BRINGING SO MUCH JOY TO OUR FAMILY. ADOPTING OUR DAUGHTER HAS BEEN THE GREATEST BLESSING IN OUR LIVES."; "OUR SON WILL BE TURNING 3 IN JUST A MONTH AND THERE HAS NOT BEEN A DAY THAT HAS WENT BY THAT WE HAVEN'T THANKED GOD FOR HIS PLAN FOR US. WE WOULD NOT HAVE THIS AMAZING CHILD IF WE HAD NOT FOLLOWED HIS PLAN AND WE ALSO CONTINUE TO PRAY FOR HIS BIRTH MOM EVERY SINGLE DAY HOPING SHE IS OK AND THAT SOMEDAY WE CAN MEET AGAIN."; "WHAT YOU CAN DO FOR US THIS HOLIDAY SEASON IS TO SAY A QUICK PRAYER FOR OUR SON'S BIRTHMOTHER WHO HELPED REMIND US WHAT CHRISTMAS IS ALL ABOUT. HER UNSELFISH DECISION PROVIDED US WITH THE BEST CHRISTMAS PRESENT EVER."; "PARENTHOOD IS MORE THAN WE EVER EVEN DREAMED. OUR CHILDREN BRING ENDLESS JOY TO OUR DAYS, AND EACH AND EVERY DAY WE THANK GOD FOR THEIR BIRTHPARENTS, WHICH CHOSE LIFE AND MADE OUR DREAM OF HAVING A FAMILY COME TRUE. THIS SAYING IS ON OUR WALL IN OUR LIVING ROOM BECAUSE IT DESCRIBES OUR ADOPTION EXPERIENCE PERFECTLY: "EVERYDAY HOLDS THE POSSIBILITY OF A MIRACLE. "OUR CHILDREN ARE AND WILL ALWAYS BE A CONSTANT REMINDER OF THE BEAUTY OF ADOPTION."; "ADOPTION HAS BEEN A BLESSED EVENT IN OUR LIVES. WE CAN'T IMAGINE LOVING ANYONE AS MUCH AS OUR CHILD. HE HAS BEEN THE JOY OF OUR LIVES AND HAS ALLOWED HIS PARENTS THE OPPORTUNITY OF HAVING A FAMILY. WE ARE EXTREMELY GRATEFUL TO HIS BIRTHMOTHER FOR BRINGING HIM INTO OUR WORLD."

4b	(Code: ) (Expenses $ 599,124 including grants of $ 205,230 ) (Revenue $ 7,954 )
	REFUGEE RESETTLEMENT PROGRAM - CATHOLIC CHARITIES REFUGEE RESETTLEMENT PROGRAM (CCRRP) HAS A RICH HISTORY OF SERVING PRIMARY REFUGEES IN OUR COMMUNITY SINCE 1975. THE REFUGEE RESETTLEMENT PROGRAM MEETS THE REGIONAL NEEDS OF THE REFUGEES DESIGNATED TO RESETTLE HERE, EITHER THROUGH FAMILY REUNIFICATION OR AS "FREE CASES" ASSIGNED TO OUR LOCAL COMMUNITY. NEW REFUGEES ARE AT THEIR MOST VULNERABLE AS THEY ENTER THE UNITED STATES. AS THE ONLY RESETTLEMENT AGENCY IN SOUTHEASTERN MINNESOTA, CCRRP SEEKS TO ADDRESS THE MOST FUNDAMENTAL NEEDS OF ALL NEW REFUGEES SUCH AS ACCESS TO SHELTER, FOOD, CLOTHING, INCOME, MEDICAL CARE, EDUCATION, AND EMPLOYMENT. OPERATING UNDER THE UMBRELLA OF UNITED STATES CONFERENCE OF CATHOLIC BISHOPS/MIGRATION AND REFUGEE SERVICES (USCCB/MRS) IN COLLABORATION WITH DEPARTMENT OF STATE/BUREAU OF POPULATION, REFUGEES, AND MIGRATION (DOS/PRM), CCRRP CARRIES OUT REFUGEE SERVICES TO ADDRESS NEEDS BY PROVIDING DIRECT CASE MANAGEMENT AND NETWORKING WITH THE INTENTION OF BUILDING FINANCIAL INDEPENDENCE. FINANCIAL SELF-SUFFICIENCY IS ACHIEVED THROUGH ACQUIRING SAFE AND STABLE HOUSING, ASSET BUILDING, FINANCIAL LITERACY TRAINING, AND BASIC EMPLOYMENT SOFT SKILLS TRAINING WHICH ASSISTS REFUGEES IN GAINING THE ABILITY TO SECURE EMPLOYMENT, A MORE SUSTAINABLE AND SIGNIFICANT SOURCE OF FINANCIAL INDEPENDENCE. WE ALSO PROVIDE CULTURAL, TRANSPORTATION, SHOPPING AND BUDGETING ORIENTATIONS. CUSTOMARILY WE RESETTLE BETWEEN 100-150 INDIVIDUALS EACH YEAR. IN FISCAL YEAR 2015, WE RESETTLED A TOTAL OF 137 INDIVIDUALS (REPRESENTING 54 SEPARATE CASES) AND CARED FOR INDIVIDUALS AND FAMILIES FROM IRAQ, SYRIA, SOMALIA, BURMA (MYANMAR), SUDAN, DEMOCRATIC REPUBLIC OF CONGO, AND ETHIOPIA. WE SAW CASES CONSISTING OF ONE INDIVIDUAL TO CASES COMPRISED OF 6-10 INDIVIDUALS. AS A PROGRAM, OUR GREATEST STRENGTH IS OUR INTENSIVE CLIENT-CENTERED CASE MANAGEMENT. GOALS ESTABLISHED FOR REFUGEES ARE INTENDED TO: ADDRESS IMMEDIATE SOCIAL/EDUCATIONAL NEEDS, ATTAIN A STABLE ENVIRONMENT, DEVELOP SKILLS FOR EMPLOYMENT, UNDERSTAND BASIC FINANCIAL PRINCIPLES, AND PROMOTE SEAMLESS INTEGRATION. THE PROCESS WE UTILIZE ENTAILS AN INTAKE AND ASSESSMENT, GOAL DEVELOPMENT, INTERVENTION, REFERRALS, MONITORING AND REASSESSING THROUGHOUT THE SERVICE PERIOD AND TRANSITIONING SERVICES SEAMLESSLY TO OTHER SERVICE PROVIDERS AT THE END OF THE 90 DAY RESETTLEMENT PERIOD. THE GOAL OF RESETTLEMENT IS EMPOWERING INDIVIDUALS WITH THE KNOWLEDGE AND SKILLS THAT WILL ASSIST THEM ON THE ROAD TO SELF-SUFFICIENCY. REFUGEES WANT WHAT MANY AMERICANS WANT: TO FEEL A PART OF THEIR COMMUNITY, GAIN EMPLOYMENT, AND ULTIMATELY FIND A PLACE TO CALL "HOME". ONE SUCH FAMILY SEEKING A PLACE TO CALL "HOME" ARRIVED IN ROCHESTER, MN IN APRIL WITH HIS WIFE, THEIR TWO YOUNG CHILDREN AND HIS ELDERLY MOTHER-IN-LAW. ORIGINALLY FROM ETHIOPIA, THIS REFUGEE AND HIS FAMILY FLED VIOLENCE IN THEIR COUNTRY TO FIND THEMSELVES IN A REFUGEE CAMP IN KENYA, WHERE THOUSANDS OF OTHER REFUGEES FOUGHT OVER LIMITED RESOURCES AND FEW OPPORTUNITIES EXISTED. THE FAMILY WAS GREETED AT THE AIRPORT BY TWO CATHOLIC CHARITIES CASE MANAGERS AND BY FAMILY MEMBERS THAT HAD TRAVELED FROM AUSTIN, MN TO GREET THEM. THE REFUGEE SAID THAT AFTER A LONG AND DIFFICULT JOURNEY HE WAS IMMEDIATELY ENCOURAGED AND INSPIRED BY THE WORDS OF HIS CASE MANAGERS, BOTH OF WHOM WERE FORMER REFUGEES THEMSELVES. ALTHOUGH AT FIRST HE SAYS HE WAS INTIMIDATED AND AFRAID, CATHOLIC CHARITIES STAFF AND VOLUNTEERS HELPED TO ORIENT HIM AND MAKE HIM FEEL SAFE IN HIS NEW COMMUNITY. OVER THE COURSE OF THEIR 3 MONTH SERVICE PERIOD WITH CATHOLIC CHARITIES, THE PROGRAM WAS ABLE TO HELP THE FAMILY SECURE STABLE HOUSING, FURNITURE, CLOTHING AND HOUSEHOLD NECESSITIES. THE GENTLEMAN AND HIS WIFE PARTICIPATED IN ORIENTATION WORKSHOPS TO HELP THEM LEARN AMERICAN SYSTEMS AND CUSTOMS, AND IN ONE-ON-ONE JOB DEVELOPMENT SESSIONS TO HELP THEM FIND WORK. HE AND HIS WIFE BOTH FOUND GOOD JOBS WHILE WORKING WITH THE MATCH GRANT PROGRAM (AN EARLY EMPLOYMENT PROGRAM), AND HE WAS ABLE TO ENROLL PART-TIME AS A STUDENT IN COMMUNITY COLLEGE, WHERE HE IS WORKING TO EARN A CERTIFIED NURSING ASSISTANT LICENSE. HIS WIFE IS ENROLLED IN ENGLISH AND COMPUTER CLASSES AND HOPES TO OBTAIN HER GED. TO ACCOMPLISH ALL OF THESE GREAT THINGS OVER A PERIOD OF ONLY SIX MONTHS REQUIRED TREMENDOUS DEDICATION, COURAGE, AND HARD-WORK FROM HIM AND HIS FAMILY, BUT HE SAYS THAT HE WAS INSPIRED BY THE KINDNESS OF THE COMMUNITY IN ROCHESTER AND BY THE EXAMPLE SET BY FORMER REFUGEES. HE SAYS THAT "WHAT I HAVE GONE THROUGH IS GREAT, BUT WHAT I CAN BE HERE IS GREATER". CATHOLIC CHARITIES REFUGEE RESETTLEMENT CONTINUES TO FACILITATE THE MATCH GRANT EMPLOYMENT PROGRAM, WHICH ASSISTS REFUGEES THAT ARRIVE WITH WORK HISTORY AND SOME FLUENCY IN FINDING EMPLOYMENT WITHIN 180 DAYS AFTER THEIR ARRIVAL. MATCH GRANT SERVICES INCLUDE RESUME BUILDING, EMPLOYMENT SOFT SKILLS TRAINING, INTERVIEWING SKILLS TRAINING, JOB SEARCH ASSISTANCE, AND POST-EMPLOYMENT ADVOCACY AND MEDIATION. CCRRP ALSO FACILITATES THE REFUGEE CASH ASSISTANCE (RCA) PROGRAM. RCA IS AN EIGHT MONTH GOVERNMENT FUNDED CASH ASSISTANCE PROGRAM FOR REFUGEES THAT ARRIVE AS SINGLES OR MARRIED COUPLES WITHOUT CHILDREN. IN FISCAL YEAR 2015, CCRRP CONTINUED ITS WONDERFUL COLLABORATION WITH WINONA STATE SOCIAL WORK PROGRAM. THE COLLABORATION PROVIDES A UNIQUE OPPORTUNITY FOR STUDENTS TO LEARN AND GAIN VALUABLE INSIGHT ABOUT BARRIERS FACING REFUGEES AND TO LEARN ABOUT REFUGEE RESETTLEMENT THROUGH VOLUNTEERISM. WE HAD OVER 20 STUDENTS VOLUNTEER WITH THE PROGRAM. THE STUDENTS CONTINUE TO BE EXTRAORDINARY ADVOCATES FOR THE PROGRAM THROUGH THEIR ADVOCACY EFFORTS AND FUNDRAISING. THE PROGRAM ALSO CONTINUES TO RECRUIT VOLUNTEERS TO ACT AS MENTORS TO NEWLY ARRIVED REFUGEES TO ASSIST THEM IN ADJUSTING TO LIFE IN THE UNITED STATES. OUR OUTREACH EFFORTS ALSO CONSIST OF ASKING THOSE IN OUR COMMUNITY TO DONATE HOUSEHOLD ITEMS (BEDS/TABLES/CHAIRS, ETC) AND OTHER NECESSITIES THROUGH OUR CHILDREN'S WELCOME BASKETS, HYGIENE BAGS, CLEANING SUPPLY KITS, SURVIVAL KITS AND OUR REQUEST FOR NEW PILLOWS. THESE KITS/BASKETS CONTINUE TO BE A WONDERFUL WAY TO INDIVIDUALS AND GROUPS THAT WANT TO SUPPORT REFUGEES IN OUR COMMUNITY, TO ASSIST THEM IN GAINING THE BASIC ITEMS NEEDED AS THEY ESTABLISH THEMSELVES IN THE COMMUNITY. EACH FAMILY, DEPENDING ON THE SIZE, RECEIVES AN ESTIMATED $1,000-$2000 DOLLARS IN DONATED ITEMS, COMPLETELY FROM THE GENEROSITY OF THE PEOPLE IN OUR COMMUNITY. CATHOLIC CHARITIES REFUGEE RESETTLEMENT PROGRAM WAS HONORED AGAIN BY THE KNIGHTS OF COLUMBUS WITH AN AWARD OF $3,250 TO SUPPORT REFUGEES IN OUR PROGRAM BY ASSISTING THEM IN ACCESSING AND GAINING DRIVING SKILLS TRAINING SO THAT THEY ARE ABLE TO PASS BOTH THE WRITTEN PERMIT AND BEHIND THE WHEEL ROAD TEST, AS WELL AS GAIN KNOWLEDGE ON PROPER DRIVING TECHNIQUES. A LARGE BARRIER FOR MANY REFUGEES SEEKING EMPLOYMENT IS TRANSPORTATION AND BY ASSISTING THEM IN OBTAINING A DRIVER'S LICENSE THEY ARE BETTER ABLE TO GAIN EMPLOYMENT AND BECOME MORE FINANCIALLY STABLE AND INDEPENDENT. REFUGEES' GAINING FINANCIAL LITERACY SKILLS HAS BEEN RECOGNIZED AS ONE OF THE MOST IMPORTANT COMPONENTS TO HELPING REFUGEES MOVE TOWARDS FINANCIAL STABILITY. WE PROVIDE EACH REFUGEE THAT ARRIVES THROUGH OUR PROGRAM WITH TWO CLASSES ON FINANCIAL LITERACY THAT COVER TOPICS SUCH AS THE DIFFERENCE BETWEEN NEEDS AND WANTS, ESTABLISHING SAVINGS, SETTING LONG-TERM FINANCIAL GOALS, ASSET BUILDING, AND VARIOUS BUDGETING TECHNIQUES. CLASSES ARE PROVIDED IN VARIOUS LANGUAGES AND INTERPRETATION ASSISTANCE IS ALSO PROVIDED. CATHOLIC CHARITIES REFUGEE RESETTLEMENT PROGRAM'S MISSION IS TO MEET THE NEEDS OF NEWLY ARRIVED REFUGEES BY PROVIDING ONE ON-ONE-CASE MANAGEMENT TO GUIDE THEM ON THEIR NEW JOURNEY AND EMPOWER THEM IN THEIR NEW LIFE. IMMIGRATION LEGAL SERVICES - THE IMMIGRATION SERVICES PROGRAM PROVIDES AFFORDABLE, COMPETENT, AND CULTURALLY APPROPRIATE LEGAL SERVICES TO PERSONS NEEDING TO BETTER UNDERSTAND AND/OR IMPROVE THEIR LEGAL STATUS UNDER EXISTING IMMIGRATION LAW. THE PROGRAM PROVIDES A SAFE, SUPPORTIVE, AND CONFIDENTIAL ENVIRONMENT SO THAT ANXIETY AND FEAR ARE REDUCED. THE PROGRAM IS STAFFED BY OUR IMMIGRATION SERVICES ATTORNEY WHO IS FLUENT IN ENGLISH, SPANISH, AND PORTUGUESE AND WHO HAS 16 YEARS OF IMMIGRATION LAW EXPERIENCE. OUR IMMIGRATION SERVICES ATTORNEY GATHERS ALL THE PERTINENT FACTS RELATING TO THE CLIENT'S SITUATION AND DETERMINES IF CURRENT IMMIGRATION LAW PROVIDES A REMEDY FOR THE CLIENT. IF A REMEDY DOES EXIST, WE GATHER THE NECESSARY DOCUMENTATION FROM THE CLIENT, PERFORM THE REQUIRED LEGAL RESEARCH, COMPLETE THE NECESSARY FORMS, SECURE THE NECESSARY SIGNATURES, AND FILE THE REQUIRED DOCUMENTS.

4c	(Code: ) (Expenses $ 392,275 including grants of $ ) (Revenue $ )
	COMMON GOOD RETIRED AND SENIOR VOLUNTEER PROGRAM (RSVP) IS A FEDERAL PROGRAM OF THE CORPORATION FOR NATIONAL AND COMMUNITY SERVICE, SPONSORED BY CATHOLIC CHARITIES OF THE DIOCESE OF WINONA. THE PROGRAM OPERATES IN SIXTEEN COUNTIES IN SOUTH CENTRAL AND SOUTHEASTERN MINNESOTA, INCLUDING: BLUE EARTH, BROWN, DODGE, FILLMORE, GOODHUE, HOUSTON, LE SUEUR, MOWER, NICOLLET, OLMSTED, RICE, STEELE, WABASHA, WASECA, WATONWAN AND WINONA. WORKING AT THE GRASSROOTS LEVEL WITH NOT FOR PROFIT AGENCIES, COMMON GOOD RSVP ENGAGES ADULTS AGE 55 AND OVER TO VOLUNTEER THEIR LIFE EXPERIENCES AND SKILLS IN MEETING THE NEEDS OF THEIR NEIGHBORS IN THEIR LOCAL COMMUNITIES THROUGH VOLUNTEER SERVICE. THIS SERVICE IS COMPLETED THROUGH A NETWORK OF NOT FOR PROFIT AGENCIES SUCH AS HUMAN SERVICE ORGANIZATIONS, SENIOR CENTERS, NON-PROFIT TRANSPORTATION PROVIDERS, AREA AGENCIES ON AGING, SCHOOLS AND FOOD BANKS. RSVP VOLUNTEERS PROVIDE CRITICAL SERVICES, INCLUDING: FOOD DELIVERY, TRANSPORTATION, COMPANIONSHIP, FOOD PANTRY SUPPORT, LEADING OR ASSISTING WITH BONE BUILDERS (AN EXERCISE PROGRAM THAT PREVENTS AND REVERSES OSTEOPOROSIS), TUTORING IN ELEMENTARY SCHOOLS AND HOME REPAIR/BUILDING. COMMON GOOD RSVP SUPPORTS PARTNERING NOT FOR PROFIT AGENCIES BY RECRUITING, REFERRING, SUPPORTING AND RECOGNIZING VOLUNTEERS SERVING WITHIN THEIR AGENCIES. FROM JULY 1, 2014 TO JUNE 30, 2015, 1343 COMMON GOOD RSVP VOLUNTEERS PROVIDED 109,695 HOURS OF SERVICE TO 118 NOT FOR PROFIT AGENCIES IN THEIR COMMUNITIES. A FEW STORIES OF COMMON GOOD RSVP VOLUNTEERS IN ACTION FOLLOW: COMMON GOOD RSVP VOLUNTEERS INVEST IN EDUCATION MARK RISTAU, PRINCIPAL OF MEDFORD ELEMENTARY SCHOOL, IS COMMITTED TO PROVIDING HIS STUDENTS WITH EVERY OPPORTUNITY POSSIBLE TO SUCCEED ACADEMICALLY. PARTNERING WITH CATHOLIC CHARITIES' COMMON GOOD RETIRED AND SENIOR VOLUNTEER PROGRAM (RSVP) TO INCREASE THE NUMBER OF ADULT VOLUNTEERS IN THE SCHOOL'S CLASSROOMS HELPS HIM TO DO JUST THAT. SINCE PARTNERING WITH COMMON GOOD RSVP IN SEPTEMBER OF 2014, THE PROGRAM HAS PLACED TWELVE RSVP VOLUNTEERS WHO REGULARLY SERVE AT THE SCHOOL. THE RSVP VOLUNTEERS ASSIST FIRST THROUGH FOURTH GRADE STUDENTS WITH MATH, READING, SPELLING, SCIENCE AND SOCIAL STUDIES. IN ADDITION TO THE INCREASED ACADEMIC SUCCESS OF THE STUDENTS, RISTAU COMMENTS, "THE PARTNERSHIP (WITH COMMON GOOD RSVP) HAS GIVEN MEDFORD ELEMENTARY THE OPPORTUNITY TO HAVE OUR LOCAL SENIORS IN THE BUILDING ASSISTING OUR STAFF AND WORKING WITH OUR YOUTH IN A STRUCTURED WAY. RSVP HAS ENABLED OUR SCHOOL TO CREATE THIS PARTNERSHIP WHICH BENEFITS OUR YOUTH AND OUR SENIORS. IT HAS BEEN FUN TO WATCH THE RELATIONSHIPS DEVELOP BETWEEN THE STUDENTS AND OUR SENIORS." WHILE THE BENEFIT TO THE STUDENTS IS THE PRIMARY REASON RSVP VOLUNTEERS SERVE IN CLASSROOMS, RSVP VOLUNTEERS ALSO RECEIVE BENEFITS IN RETURN. CONNIE MABRAY, AN RSVP VOLUNTEER WHO MOVED BACK TO WINONA, MN AFTER A 40 YEAR ABSENCE, WAS LOOKING TO CONNECT WITH THE COMMUNITY THROUGH VOLUNTEERING, ESPECIALLY WORKING WITH CHILDREN. AFTER ENROLLING IN COMMON GOOD RSVP, SHE WAS PLACED AT RIVERWAY LEARNING COMMUNITY WHERE SHE READS WITH STUDENTS. WHEN ASKED ABOUT HER RSVP EXPERIENCE, MABRAY COMMENTED, "I LIKE HOW EAGER THE KIDS ARE TO LEARN. THEY ARE POSITIVE AND HONEST." MABRAY IS HAPPY WITH THE OPPORTUNITY TO BE INVOLVED IN THE LIVES OF OTHERS AS WELL AS THE CHANCE TO FEEL AT HOME AGAIN WHILE INVESTING IN HER COMMUNITY. IN ROCHESTER, MN, RSVP VOLUNTEERS ARE PLACED THROUGHOUT THE DISTRICT IN PARTNERSHIP WITH ROCHESTER PUBLIC SCHOOLS VOLUNTEER IN EDUCATION PROGRAM. BLYTHE POLITO, LITERACY COORDINATOR FOR ROCHESTER PUBLIC SCHOOLS, SAYS, "POSITIVE EXPERIENCES WITH READING IS KEY FOR STUDENTS TO LEARN TO LOVE READING AND VIEW THEMSELVES AS READERS, AND POSITIVE LITERACY EXPERIENCES WITH VOLUNTEERS SUPPORTS STUDENTS IN DEVELOPING A POSITIVE ATTITUDE." RSVP VOLUNTEER MIKE SHEEHAN'S STUDENT OBSERVATIONS DURING HIS VOLUNTEER EXPERIENCE REINFORCES POLITO'S ASSERTION. SHEEHAN STATES, "I VOLUNTEER AT THE SCHOOLS BECAUSE IT IS MY OPPORTUNITY TO GIVE BACK, SUPPORT SCHOOLS, AND HELP STUDENT DEVELOPMENT, WHICH IS THE MOST IMPORTANT THING. IT IS AMAZING TO SEE THE GROWTH IN A CHILD'S ABILITY. IT HAPPENS IN A REALLY SHORT PERIOD OF TIME, IN ALL CASES, WHETHER THE STUDENT IS STRUGGLING OR EXCELLING. JUST IN A FEW HOURS OVER A SHORT PERIOD TIME THERE IS TREMENDOUS GROWTH!" COMMON GOOD RSVP WORKS IN PARTNERSHIP WITH TWENTY TWO ELEMENTARY SCHOOLS, SUPPORTING 198 RSVP VOLUNTEERS WHO CONTRIBUTE TO THE ACADEMIC SUCCESS OF STUDENTS. NEW VOLUNTEERS ARE CURRENTLY BEING ENROLLED. IF YOU ARE INTERESTED IN VOLUNTEERING, OR ARE AWARE OF AN ELEMENTARY SCHOOL THAT CAN BENEFIT FROM A SIMILAR PARTNERSHIP, PLEASE CONTACT JENNIFER HALBERG AT (507) 454-2270 OR JHALBERG@CCWINONA.ORG. WHAT DOES RETIREMENT LOOK LIKE? ASK SENIOR CORPS VOLUNTEER SALLY BURDICK SIX DAYS A WEEK, SALLY BURDICK, A FIVE-YEAR COMMON GOOD RSVP VOLUNTEER, STAYS BUSY WITH A VARIETY OF JOBS. AFTER 31 YEARS AS AN ENGLISH AND JOURNALISM TEACHER AT ST. PETER HIGH SCHOOL, SALLY IS HARDLY LIVING THE LIFE OF LEISURE IN RETIREMENT. SHE SERVES HER COMMUNITY IN A LEADERSHIP CAPACITY FOR BOTH THE RSVP ADVISORY COUNCIL, AND AS A VOLUNTEER LEADER FOR SENIOR COMPANION IN BLUE EARTH COUNTY. ASIDE OF THOSE TWO RESPONSIBILITIES, SALLY GIVES BACK EVERY DAY OF THE WEEK IN THE GREATER MANKATO AREA. SALLY INITIALLY STARTED AS A SENIOR COMPANION FIVE YEARS AGO, AND QUICKLY SIGNED ON WITH RSVP AT PACT MINISTRIES, AN RSVP PARTNERING AGENCY WHERE SHE WAS ALREADY VERY INVOLVED. HER JOY FOR THE WRITTEN WORD SHOWS CLEARLY IN HER WORK AT PACT'S NEIGHBORHOOD THRIFT STORE IN MANKATO. SALLY DEDICATES HERSELF EACH WEEK TO ORGANIZING AND SORTING THROUGH A WELL-ROUNDED, FRESH LOOKING BOOK AREA AT THE STORE TO INTRIGUE CUSTOMERS AND KEEP THEM PURCHASING. THE SALES GENERATED FROM THESE BOOKS HELP CREATE PROFITS TO PAY FOR FOOD DISTRIBUTED AT PACT'S MONTHLY FOOD FOR ALL, WHICH PROVIDES FRESH GROCERY ITEMS TO FAMILIES AND INDIVIDUALS. FOUR YEARS AGO SALLY JOINED PACT'S BOARD IN AN EFFORT TO HELP WITH OPERATIONAL DECISIONS FOR BOTH THE THRIFT STORE AND FOOD GIVEAWAY. SALLY HAS ALSO DELIVERED HOT MEALS TO ELDERS ALONG WITH HER HUSBAND FRITZ. SHE IS PROUD TO SAY THEY HAVE BEEN MARRIED 52 YEARS, AND WITH THEIR TWO GROWN CHILDREN AND THEIR FAMILIES, AND TWO GRANDCHILDREN, THEY STAY INCREDIBLY BUSY. SALLY'S PASSION FOR HER COMMUNITY IS UNCEASING. DISPLAYED IN HER MANY HOURS AND DAYS OF SERVICE AS AN RSVP VOLUNTEER, SENIOR COMPANION AND BOARD AND COUNCIL MEMBER, SHE REPRESENTS WHAT THE SENIOR CORPS PROGRAMS ARE ALL ABOUT. WHILE SHE FEELS IT A PRIVILEGE TO GIVE BACK, THE ORGANIZATIONS SHE SERVES CERTAINLY FEEL IT'S THE OTHER WAY AROUND. RON JOHNSON, LSS MEALS ON WHEELS THERE IS A SENSE OF COMFORT THAT COMES FROM SEEING THE SAME, SMILING FACE EACH DAY, KNOWING SOMEONE IS AT YOUR DOOR TO HELP YOU WITH A BASIC NEED. RON JOHNSON, LUTHERAN SOCIAL SERVICES MEALS ON WHEELS VOLUNTEER, IS ONE SUCH FACE. HIS "DINERS" OR MEAL RECIPIENTS - MANY OF THEM OLDER FOLKS WITH MOBILITY ISSUES - REFER TO RON AS "THAT NICE YOUNG MAN," ACCORDING TO SHAWN HERMANSON, LSS SITE MANAGER. "HE'S ALWAYS SMILING." SAYS SHAWN, SHE LOVES HEARING FROM THE DINERS ABOUT HIM, BECAUSE THEY ALWAYS TALK ABOUT HIM WITH SUCH ENDEARMENT. "HE'S THAT SOCIAL CONNECTION." SHE SAYS, CITING THAT RON MAY BE THE ONLY PERSON THEY SEE IN A DAY. SOMETIMES HE HAS TO RING THE BELL OR KNOCK LOUDLY, AS THEY MIGHT BE DOING LAUNDRY OR IN ANOTHER ROOM. THE MEAL DELIVERY PROGRAM AND RON'S WORK ALLOW THESE PEOPLE TO STAY BUSY, WHICH GIVES THEM A FEELING OF THRIVING AND BEING INDEPENDENT; IT HELPS KEEP THEM HOME AND OUT OF A CARE FACILITY MUCH LONGER. RON CAME TO THE MEAL DELIVERY PROGRAM AFTER READING A POSTING IN THE HOME MAGAZINE REQUESTING VOLUNTEER DRIVERS. WHEN HE FIRST RETIRED FROM LONG YEARS OF SHUTTLE BUS DRIVING, HE WANTED SOMETHING THAT COULD GET HIM OUT OF THE HOUSE A BIT, AS HE IS THE PRIMARY CAREGIVER FOR A CHRONICALLY ILL FAMILY MEMBER. THE RSVP POSTING SEEMED TO OFFER A MORE MEANINGFUL OPPORTUNITY TO DO THIS, SINCE MEAL DELIVERY ONLY TOOK AN HOUR. RON CONTACTED THE COMMON GOOD RSVP COORDINATOR, AND WAS QUICKLY SCHEDULED TO RIDE ALONG WITH A SEASONED MEALS ON WHEELS VOLUNTEER. RON'S DURATION AT HIS SHUTTLE BUS JOB PRIMED HIM FOR WORKING ALONGSIDE ELDERS. WITH INTEGRITY AND A SENSE OF THEIR NEEDS, HE WILL TAKE EXTRA CARE TO CHECK IN WITH THEM TO ENSURE THEIR WELLNESS. IF NO ONE ANSWERS WHEN HE KNOCKS, HE QUICKLY CALLS SHAWN AT LSS SO SHE CAN CALL THEM FROM A NUMBER THEY TRUST TO ANSWER. AS LONG AS THEY RETURN HER CALL, RON KNOWS ALL IS WELL FOR HIM TO MOVE ON TO THE NEXT HOME.

	(Code: ) (Expenses $ 388,257 including grants of $ 42,887 ) (Revenue $ 45,028 )
	COURT APPOINTED SERVICES: GUARDIAN & CONSERVATOR PROGRAM -THE GUARDIAN & CONSERVATOR PROGRAM PROVIDES MUCH NEEDED ASSISTANCE TO CLIENTS WHO ARE UNABLE TO MAKE DECISIONS ON THEIR OWN BEHALF AND NEED GUIDANCE IN PROTECTING THEMSELVES AND/OR THEIR FINANCES. AFTER HAVING BEEN APPOINTED BY A JUDGE OF THE DISTRICT COURT, A GUARDIAN HAS THE DECISION MAKING AUTHORITY CONCERNING THE PERSON. A CONSERVATOR HAS THE AUTHORITY TO MAKE FINANCIAL DECISIONS FOR THE PROTECTED PERSON. THE CLIENTS WE SERVE MAY BE DEVELOPMENTALLY DISABLED, SERIOUSLY AND PERSISTENTLY MENTALLY ILL, CHEMICAL AND/OR DRUG DEPENDENT, PHYSICALLY FRAIL/IMPAIRED, COGNITIVELY IMPAIRED, OR EXPERIENCING COMPLEX MEDICAL DIAGNOSES. OUR CLIENTS LIVE IN A VARIETY OF SETTINGS, INCLUDING RESIDENTIAL GROUP HOMES, CORPORATE FOSTER CARE, SKILLED NURSING CARE CENTERS, ASSISTED LIVING FACILITIES, AND INDEPENDENT LIVING SETTINGS. SPECIFIC EXAMPLES OF SERVICES PROVIDED TO CLIENTS THROUGH THE GUARDIAN & CONSERVATOR PROGRAM INCLUDE ATTENDING MEDICAL APPOINTMENTS; GIVING LEGAL CONSENT FOR TREATMENTS, MEDICATIONS AND PROCEDURES; FINDING BETTER SUITED PLACEMENT OR LIVING ARRANGEMENTS FOR CLIENTS WHEN NEEDED; SHOPPING WITH AND FOR CLIENTS; SELLING REAL ESTATE OR OTHER VALUABLE ITEMS ON BEHALF OF CLIENTS WITH COURT APPROVAL; MANAGING FINANCES; ASSISTING IN LOCATING AND OBTAINING ENTITLED SERVICES AND EMPLOYMENT; AND OVERALL COORDINATION OF SERVICES TO ENSURE THAT THE HIGHEST QUALITY OF CARE POSSIBLE IS OFFERED TO EACH CLIENT. MANY OF OUR CLIENTS DO NOT HAVE FAMILY OR OTHER SUPPORTS AND IN MANY CASES, HAVE BEEN MARGINALIZED BY SOCIETY. WE ACT AS ADVOCATES FOR OUR CLIENTS AND OFTEN, WE ARE LIKE A SURROGATE FAMILY MEMBER. IN THE LAST FISCAL YEAR, WE EMPLOYED FIVE STAFF MEMBERS THAT HAVE BACKGROUNDS IN SOCIAL WORK, HUMAN SERVICES AND/OR ACCOUNTING. WE SERVED 95 CLIENTS INCLUDING A WHOPPING 19 NEW CLIENTS. WE CONTINUE TO SERVE CLIENTS THROUGH WINONA, GOODHUE AND RAMSEY COUNTIES AND THIS YEAR WE ADDED FILLMORE COUNTY TO OUR LIST. WE ARE SERVING MOST OF OUR CLIENTS IN THE WINONA AND SURROUNDING AREA, BUT DEPENDING ON THEIR NEEDS AND THE AVAILABILITY OF APPROPRIATE PLACEMENT, WE HAVE CLIENTS LIVING IN DULUTH, MOORHEAD, FOLEY, FRANKLIN, MINNEAPOLIS, RED WING, ROCHESTER, ST. PETER, AUSTIN, ALBERT LEA, LEROY, NORTHFIELD, FARIBAULT, LA CRESCENT, CALEDONIA, WABASHA AND PLAINVIEW. CLIENTS SERVED RANGE IN AGE FROM 21 TO 95. WE HAVE SEEN A NOTABLE INCREASE IN REFERRALS TO SERVE THOSE INDIVIDUALS SUFFERING FROM SEVERE MENTAL ILLNESS. IN FACT, IN THIS REPORTING FISCAL YEAR WE HAVE SERVED THREE CLIENTS WHO WERE UNDER CIVIL COMMITMENT AT THE TIME OF OUR APPOINTMENT AND NINE CLIENTS WHO WERE IN IMMEDIATE CRISIS AND WERE EITHER HOSPITALIZED IN BEHAVIORAL UNITS, WERE IN JAIL, OR OCCUPIED MEDICAL BEDS FOR ACUTE PHYSICAL EMERGENCIES. LOGISTICAL CHANGES IN THE PROGRAM SAW ALL FIVE OF US MOVE INTO OUR OWN OFFICES WHICH AFFORDS US THE OPPORTUNITY TO MEET PRIVATELY WITH CLIENTS WHEN NEEDED. WE ALSO INTRODUCED THE EMS (ESTATE MANAGEMENT SYSTEMS) SOFTWARE SYSTEM AND WENT LIVE WITH ISSUING CHECKS FROM THE SYSTEM IN DECEMBER 2014. THIS SOFTWARE, WHEN FULLY OPERATIONAL ON JULY 1, 2015, WILL ALLOW US TO INTEGRATE ALL THE FEATURES (WORD, EXCEL, ACCESS) WE CURRENTLY UTILIZE FOR CASE NOTES AND BILLING INTO A SINGLE APPLICATION. THIS WILL ALLOW US TO BECOME MUCH MORE EFFICIENT AS WE CONTINUE TO GROW OUR CLIENT BASE. THE SOFTWARE SYSTEM WILL ALSO ALLOW US TO GO MOBILE VIA IPADS WHICH IS INCREDIBLY EXCITING. THIS WILL ALLOW US TO HAVE CLIENT INFORMATION AT OUR FINGER TIPS WHILE ON CALL 24/7. THE IPADS WILL ALSO GIVE US THE ABILITY TO CAPTURE VITAL DETAILS ABOUT OUR CLIENTS WHEN ATTENDING MEETINGS OR MEDICAL APPOINTMENTS THAT WE MAY OTHERWISE MISS BY WAITING TO COMPLETE CASE NOTES UPON RETURN TO THE OFFICE. ANOTHER EXCITING DEVELOPMENT IN THE LAST FISCAL YEAR WAS THE DEVELOPMENT OF AN UPDATED AND COMPREHENSIVE PROGRAM BROCHURE. THE BROCHURE HAS ALLOWED US TO FURTHER MARKET OUR PROGRAM.THE G/C PROGRAM DIRECTOR WAS ABLE TO DISTRIBUTE THE NEW BROCHURES AT THREE FORMAL PRESENTATIONS FOR ELDER NETWORK BOTH IN WINONA AND ROCHESTER AS WELL AS AT COTTER HIGH SCHOOL DURING LENT FOLLOWING A PRESENTATION TO THE ENTIRE STUDENT BODY. THESE PRESENTATIONS RESULTED IN SEVERAL INQUIRY CALLS TO OUR PROGRAM. IF GUARDIANSHIP OR CONSERVATORSHIP SERVICES WERE NOT APPROPRIATE WE WERE ABLE TO STEER INDIVIDUALS IN THE RIGHT DIRECTION FOR SERVICES THAT WOULD BENEFIT THEM. HERE ARE TWO PARTICULARLY SATISFYING SUCCESS STORIES IN OUR PROGRAM DURING THE LAST FISCAL YEAR: WE SERVED A GENTLEMAN WHO SUFFERED A TRAUMATIC BRAIN INJURY WHEN HE WAS 19 YEARS OLD AND IS NOW 66 HAVING LIVED IN A NURSING HOME FOR THE LAST 16 YEARS. ACTING AS BOTH HIS GUARDIAN AND CONSERVATOR, WE ARRANGED TO HAVE HIM PICKED UP IN A WHEELCHAIR ACCESSIBLE VAN THAT DROVE HIM TO THE LOCAL MOVIE THEATER WHERE HE MET UP WITH AND TREATED A FRIEND TO A MOVIE. OUR CLIENT TOLD US THAT IT HAD BEEN OVER 20 YEARS SINCE HE'D SEEN A MOVIE AT THE THEATER! WHEN HIS SISTER WAS TOLD ABOUT HIS ADVENTURE, HER EYES GREW WIDE AND HER JAW DROPPED AND SHE SAID, "HE WENT TO THE MOVIES? HE HASN'T BEEN TO THE MOVIES FOR DECADES!" AS CONSERVATOR, WE SERVED A WOMAN WHO SUFFERS FROM MENTAL ILLNESS AND ONSET DEMENTIA. ALTHOUGH HER FAMILY IS INVOLVED AND LOVE HER DEARLY, THEY ALL LIVE SEVERAL STATES AWAY. THE CLIENT BECAME AGGRESSIVE AT HER BOARD AND LODGE LIVING SETTING AND WAS SUBSEQUENTLY EVICTED. WITHOUT A GUARDIAN IN PLACE TO ASSIST WITH HOUSING PLACEMENT, SHE HAD NOWHERE TO GO AND THE BOARD AND LODGE HAD NEITHER THE AUTHORITY NOR THE RESPONSIBILITY OF HELPING HER FIND PLACEMENT. OUR CASE WORKER WORKED DILIGENTLY THROUGH AN ENTIRE FRIDAY AFTERNOON AND EVENING TO SECURE HOUSING AT A LOCAL MOTEL SO THAT OUR CLIENT WASN'T HOMELESS, ESPECIALLY OVER THE WEEKEND. SECURING THE HOUSING WAS BEYOND THE SCOPE OF THE CONSERVATORSHIP, BUT IT IS OUR MISSION TO ASSIST AND IT'S WHAT WE DO. A PETITION FOR GUARDIANSHIP HAS SINCE BEEN INITIATED BY FAMILY AND WE WILL SERVE IN THAT CAPACITY TO ENSURE OUR CLIENT'S SAFETY AND SECURITY IN THE FUTURE. THE FAMILY IS EXTREMELY RELIEVED AND GRATEFUL THAT WE ARE LOOKING OUT FOR THEIR MOTHER/SISTER/NIECE. WE LOOK FORWARD TO THE CONTINUED GROWTH OF THE GUARDIAN/CONSERVATOR PROGRAM. WE THRIVE ON THE DAY TO DAY CHALLENGES AND ARE HAPPY TO ADVOCATE ON BEHALF OF THE CLIENTS WE ARE SO PRIVILEGED TO SERVE. LOOKING TO THE FUTURE: WITH THE HOPE TO FURTHER IMPROVE EFFICIENCY WITHIN OUR GROWING PROGRAM, WE HAVE BEEN LOOKING AT UTILIZING A MORE STREAMLINED FILING SYSTEM FOR OUR PHYSICAL CLIENT FILES. THREE-RING BINDERS WOULD MAKE FILING AND RETRIEVING ESSENTIAL DOCUMENTATION MUCH EASIER AND LESS TIME CONSUMING THAN OUR CURRENT FILING SYSTEM ALLOWS. BINDERS AND LARGE LOCKABLE CABINETS WOULD NEED TO BE PURCHASED TO HOUSE BOTH OUR GUARDIANSHIP PERSON FILES AND THE CONSERVATOR ESTATE FILES. SUCH A SYSTEM WOULD ALSO MAKE THINNING AND ARCHIVING FILES LESS TIME CONSUMING SINCE WE ARE REQUIRED TO KEEP ALL DOCUMENTATION PER CLIENT FOR THE DURATION OF OUR APPOINTMENT AND FOR A MINIMUM OF SEVEN YEARS AFTER OUR APPOINTMENT HAS BEEN DISCHARGED. MEDIAPPS (MEDICATION APPLICATION SERVICE) - THE MEDIAPPS PROGRAM AT CATHOLIC CHARITIES OF THE DIOCESE OF WINONA REMAINS A VITAL PROGRAM WITHIN THE WINONA AREA EVEN WITH THE IMPLEMENTATION OF THE AFFORDABLE CARE ACT (ACA). WITH THE INTRODUCTION OF THE ACA, THE APPLICATION PROCESS FOR MEDICAL ASSISTANCE AND MINNESOTACARE HAS CHANGED FROM A PAPER APPLICATION TO AN ONLINE APPLICATION THROUGH THE MNSURE WEBSITE. THE NEW ONLINE APPLICATION PROCESS CAN BE A HARDSHIP FOR THOSE WHO ARE MENTALLY IMPAIRED, COMPUTER ILLITERATE, OR WHO LACK ACCESS TO A COMPUTER. WHILE STILL AVAILABLE, THE REVIEW OF A COMPLETED PAPER APPLICATION FOR HEALTH INSURANCE COVERAGE CAN TAKE WEEKS TO MONTHS, WHICH EXTENDS THE AMOUNT OF TIME A PERSON IS WITHOUT HEALTH INSURANCE COVERAGE. WHEN HEALTH INSURANCE COVERAGE HAS BEEN TERMINATED OR IS PENDING, THE NEED FOR MEDICAL SERVICES AND PRESCRIPTION MEDICATION CONTINUES. A PERSON WITHOUT HEALTH INSURANCE COVERAGE CAN VISIT THE EMERGENCY ROOM FOR IMMEDIATE MEDICAL CARE WITHOUT IMMEDIATE PAYMENT. HOWEVER, THAT SAME PERSON CANNOT VISIT A PHARMACY AND OBTAIN MEDICATION WITHOUT A FORM OF PAYMENT. IF THE UNINSURED OR UNDER-INSURED PERSON CHOOSES TO GO WITHOUT THE MEDICATION, THE PERSON'S LIFE CAN QUICKLY SPIRAL OUT OF CONTROL. THE LACK OF MEDICATION CAN LEAD TO A LIFE-THREATENING SITUATION AND ADDITIONAL MEDICAL BILLS, PARTICULARLY WHEN AN AMBULANCE RIDE OR AN EMERGENCY ROOM VISIT IS REQUIRED.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 388,257 including grants of $ 42,887 ) (Revenue $ 45,028 )
4e	Total program service expenses2,069,118

Form 990 (2014)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Click to see attachment

........................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment

...

Yes

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........

Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........

Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................

Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I Click to see attachment

........................

Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II Click to see attachment

...

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment

....................

Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV Click to see attachment

..............

Yes

Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V Click to see attachment

......

Yes

If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.

Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI. Click to see attachment

...................

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

.......

11b

Yes

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

............

11d

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

.........................

11f

12a

Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment

.................

12a

Yes

Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment

12b

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....

14a

Did the organization maintain an office, employees, or agents outside of the United States?.....

14a

Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........

14b

Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV

Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...

Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....

Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............

Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....

20a

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

Form 990 (2014)

Page 4

Part IV

Checklist of Required Schedules (continued)

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment

Yes

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment

Yes

Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J.......................

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................

24c

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I....

25a

Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................

25b

Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................

Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........

Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................

28a

A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................

28b

An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...

28c

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M.. Click to see attachment

Yes

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................

Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........

Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2...

35b

Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............

Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI

Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

Form 990 (2014)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance

Check if Schedule O contains a response or note to any line in this Part V ..............

Yes

Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..

Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................

If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................

If "Yes," enter the name of the foreign country: MediumBullet

See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................

Organizations that may receive deductible contributions under section 170(c).

Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................

If "Yes," did the organization notify the donor of the value of the goods or services provided?.....

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................

Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................

Did the sponsoring organization make any taxable distributions under section 4966?...

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........

11b

12a

Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?

12a

If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.

13a

Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....

13b

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

Form 990 (2014)

Page 6

Part VI

Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response or note to any line in this Part VI ..............

Section A. Governing Body and Management

Yes

Enter the number of voting members of the governing body at the end of the tax year .....................

If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.

Enter the number of voting members included in line 1a, above, who are independent ...................

Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................

Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................

Yes

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .........................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

10b

11a

Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................

11a

Yes

Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....

12a

Did the organization have a written conflict of interest policy? If "No," go to line 13.......

12a

Yes

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................

12c

Yes

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).

16a

Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................

16a

If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............

16b

Section C. Disclosure

List the States with which a copy of this Form 990 is required to be filed MediumBullet

Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBullet

THE ORGANIZATION

111 MARKET STREET NO 2
WINONA,MN55987 (507) 454-2270

Form 990 (2014)

Page 7

Part VII

Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Check if Schedule O contains a response or note to any line in this Part VII ..............

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet

List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

List all of the organization’s current key employees, if any. See instructions for definition of "key employee."

List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) MOST REVEREND JOHN QUINN........................................................................ PRESIDENT	0.70 .......................	X	X	0	0	0
(2) VERY REVEREND RICHARD COLLETTI........................................................................ VICE PRESIDENT	0.70 .......................	X	X	0	0	0
(3) JOANN BIREN........................................................................ DIRECTOR	0.70 .......................	X		0	0	0
(4) CHAD COUDRON........................................................................ DIRECTOR	0.70 .......................	X		0	0	0
(5) RAYMOND FELLER........................................................................ TREASURER	0.70 .......................	X	X	0	0	0
(6) ROBERT SONNEK JR........................................................................ DIRECTOR	0.70 .......................	X		0	0	0
(7) RONDA KELLY........................................................................ PAST CHAIR	0.70 .......................	X	X	0	0	0
(8) OLIVIA ORDAZ........................................................................ DIRECTOR	0.70 .......................	X		0	0	0
(9) LAURA LOPEZ........................................................................ DIRECTOR	0.70 .......................	X		0	0	0
(10) REVEREND GREGORY HAVEL........................................................................ DIRECTOR	0.70 .......................	X		0	0	0
(11) DR SIDNA TULLEDGE-SCHEITEL........................................................................ CHAIR	0.70 .......................	X	X	0	0	0
(12) JILL WAGNER........................................................................ DIRECTOR	0.70 .......................	X		0	0	0
(13) DEACON PRESTON DOYLE........................................................................ DIRECTOR	0.70 .......................	X		0	0	0
(14) MARY FRANCES LANE........................................................................ DIRECTOR	0.70 .......................	X		0	0	0
(15) ROBERT TEREBA........................................................................ EXEC DIRECTOR/SECRETARY	40.00 .......................		X	87,516	0	12,939
(16) MARY LIEBSCH........................................................................ CONTROLLER	40.00 .......................		X	52,264	0	10,730

Form 990 (2014)

Page 8

Part VII

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)						(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	139,780	0	23,669

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet

Yes

Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............

For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................

Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........

Section B. Independent Contractors

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

Form 990 (2014)

Page 9

Part VIII

Statement of Revenue

Check if Schedule O contains a response or note to any line in this Part VIII .............

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a		100,077
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d
e	Government grants (contributions)1e		1,129,998

f	All other contributions, gifts, grants, and similar amounts not included above1f		903,282

g	Noncash contributions included in lines 1a-1f:$		29,870
h	Total. Add lines 1a-1f.......			2,133,357
			Business Code
2a	COUNSELING FEES		624100	213,627	213,627
b	ADOPTION FEES		624110	54,360	54,360
c	COURT APPOINTED SERVIC		624100	45,113	45,113
d	REFUGEE RESETTLEMENT		624100	7,954	7,954
e	MISCELLANOUS		624100	-65	-65
f	All other program service revenue .
g	Total. Add lines 2a–2f........			320,989
3	Investment income (including dividends, interest, and other similar amounts).......			12,048			12,048
4	Income from investment of tax-exempt bond proceeds..
5	Royalties...........
		(i) Real	(ii) Personal
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	25,266	118
b	Less: cost or other basis and sales expenses	18,403	0
c	Gain or (loss)	6,863	118
d	Net gain or (loss)..........			6,981			6,981
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ..
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Miscellaneous Revenue			Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See Instructions......			2,473,375	320,989	0	19,029

Form 990 (2014)

Page 10

Part IX

Statement of Functional Expenses

Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.		(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	15,000	15,000
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ....	270,443	270,443
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16 ............
4	Benefits paid to or for members ....
5	Compensation of current officers, directors, trustees, and key employees ....
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages ....	1,366,005	1,094,457	203,095	68,453
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	281,862	226,778	41,124	13,960
10	Payroll taxes ...........	117,575	95,702	16,047	5,826
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	1,576	627	892	57
c	Accounting ...........	23,272		23,272
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ....	26,185	14,253	11,195	737
12	Advertising and promotion ....
13	Office expenses .......
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	110,191	97,797	8,102	4,292
17	Travel ............	132,794	123,775	5,122	3,897
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	14,137	8,572	2,704	2,861
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization .....	19,668	10,034	9,036	598
23	Insurance ..............
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	PRINTING & PUBLICATIONS	58,405	17,778	7,849	32,778
b	TELEPHONE	50,062	44,734	2,606	2,722
c	SUPPLIES	46,335	16,827	4,834	24,674
d	POSTAGE	25,658	10,622	2,321	12,715
e	All other expenses	28,983	21,719	5,430	1,834
25	Total functional expenses. Add lines 1 through 24e	2,588,151	2,069,118	343,629	175,404
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Form 990 (2014)

Page 11


				(A) Beginning of year		(B) End of year
1	Cash–non-interest-bearing .............			29,757	1	16,336
2	Savings and temporary cash investments .........			743,386	2	636,297
3	Pledges and grants receivable, net ...........			299,080	3	279,115
4	Accounts receivable, net .............			59,260	4	51,114
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
					6
7	Notes and loans receivable, net .............				7
8	Inventories for sale or use ..............				8
9	Prepaid expenses and deferred charges ..........			55,752	9	58,405
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	618,938
b	Less: accumulated depreciation .....	10b	233,298	327,306	10c	385,640
11	Investments—publicly traded securities ..........			132,019	11	116,369
12	Investments—other securities. See Part IV, line 11 .....			360,893	12	373,771
13	Investments—program-related. See Part IV, line 11 .....				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			2,150	15	2,150
16	Total assets. Add lines 1 through 15 (must equal line 34)......			2,009,603	16	1,919,197
17	Accounts payable and accrued expenses .........			181,175	17	202,151
18	Grants payable .................				18
19	Deferred revenue ................				19
20	Tax-exempt bond liabilities .............				20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..				21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........				22
23	Secured mortgages and notes payable to unrelated third parties ..				23
24	Unsecured notes and loans payable to unrelated third parties ....				24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................			391,500	25	393,848
26	Total liabilities. Add lines 17 through 25.........			572,675	26	595,999
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............			876,629	27	802,040
28	Temporarily restricted net assets ...........			558,799	28	519,658
29	Permanently restricted net assets ...........			1,500	29	1,500
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........				30
31	Paid-in or capital surplus, or land, building or equipment fund .....				31
32	Retained earnings, endowment, accumulated income, or other funds				32
33	Total net assets or fund balances ...........			1,436,928	33	1,323,198
34	Total liabilities and net assets/fund balances ........			2,009,603	34	1,919,197

Form 990 (2014)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI ..............

Total revenue (must equal Part VIII, column (A), line 12) ............

2,473,375

Total expenses (must equal Part IX, column (A), line 25) ............

2,588,151

Revenue less expenses. Subtract line 2 from line 1 ..............

-114,776

Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..

1,436,928

Net unrealized gains (losses) on investments ...............

1,046

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))

1,323,198

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII .............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

Yes

If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:

Separate basis Consolidated basis Both consolidated and separate basis

If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? .................

Yes

If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.

Yes

Form 990 (2014)

Page 13

Form 990, Special Condition Description:

Special Condition Description

Form 990 (2014)

Page 14

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

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.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

CATHOLIC CHARITIES OF THE DIOCESE OF WINONA INC

Employer identification number

41-0721636

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ............................. 1

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 listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) DIOCESE WINONA	410694754	1		No	0	0

Total 1					0

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2014

Page 2

Part II

Support Schedule for Organizations Described in Sections 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) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(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) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(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. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support Add lines 7 through 10.

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2013 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2014. 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 ....................... right arrow

33 1/3% support test—2013. If the organization did not check a 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 ..................... right arrow

17a

10%-facts-and-circumstances test—2014. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2013. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2014

Page 3

Part III

Support Schedule for Organizations Described in Section 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) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
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......
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.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
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.
c	Add lines 7a and 7b..
8	Public support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2010	(b) 2011	(c) 2012	(d) 2013	(e) 2014	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
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 VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2014 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2013 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2014 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2013 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2014. 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 ....... right arrow

33 1/3% support tests—2013. 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 .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2014

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Schedule A (Form 990 or 990-EZ) 2014

Page 5

Part IV

Supporting Organizations (continued)

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2014

Page 6

Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1. Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6
7	Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2014

Page 7

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2014 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2014	(iii) Distributable Amount for 2014
1 Distributable amount for 2014 from Section C, line 6
2 Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2014 distributable amount
i Carryover from 2009 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2014 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2014 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2015. Add lines 3j and 4c.
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......
e From 2014.......

Schedule A (Form 990 or 990-EZ) (2014)

Schedule A (Form 990 or 990-EZ) 2014

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A PAGE 4, SECTION A, LINE 1	THE PURPOSE OF THE ORGANIZATION IS TO INTEGRATE AND COORDINATE ALL THE CHARITABLE WORK OF THE DIOCESE OF WINONA.
SCHEDULE A , PAGE 5 SECTION C, LINE 1	THE BISHOP OF THE DIOCESE OF WINONA SERVES AS THE EX OFFICIO PRESIDENT OF THE CORPORATION. THE BISHOP APPROVES ALL CONVEYANCES, ASSIGNMENTS AND CONTRACTS MADE BY THE CORPORTION; APPOINTS ALL BOARD MEMBERS; APPROVES THE ANNUAL BUDGET AND ALL FUND-RAISING PLANS OF THE CORPORATION; APPROVES ALL EMPLOYMENT ACTIONS CONCERNING THE EXECUTIVE DIRECTOR; AND APPROVES NEW PROGRAMS OR TERMINATION OF PROGRAMS; APPROVES CHANGES TO CORPORATE ARTICLES AND BYLAWS.

Return Reference

Explanation

SCHEDULE A PAGE 4, SECTION A, LINE 1

THE PURPOSE OF THE ORGANIZATION IS TO INTEGRATE AND COORDINATE ALL THE CHARITABLE WORK OF THE DIOCESE OF WINONA.

SCHEDULE A , PAGE 5 SECTION C, LINE 1

THE BISHOP OF THE DIOCESE OF WINONA SERVES AS THE EX OFFICIO PRESIDENT OF THE CORPORATION. THE BISHOP APPROVES ALL CONVEYANCES, ASSIGNMENTS AND CONTRACTS MADE BY THE CORPORTION; APPOINTS ALL BOARD MEMBERS; APPROVES THE ANNUAL BUDGET AND ALL FUND-RAISING PLANS OF THE CORPORATION; APPROVES ALL EMPLOYMENT ACTIONS CONCERNING THE EXECUTIVE DIRECTOR; AND APPROVES NEW PROGRAMS OR TERMINATION OF PROGRAMS; APPROVES CHANGES TO CORPORATE ARTICLES AND BYLAWS.

Schedule A (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Name of the organization

CATHOLIC CHARITIES OF THE DIOCESE OF WINONA INC

Employer identification number

41-0721636

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 2

Name of organization CATHOLIC CHARITIES OF THE DIOCESE OF WINONA INC

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 3

Name of organization CATHOLIC CHARITIES OF THE DIOCESE OF WINONA INC

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Page 4

Name of organization
CATHOLIC CHARITIES OF THE DIOCESE OF WINONA INC

Employer identification number

41-0721636

Part III

Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

$
Use duplicate copies of Part III if additional space is needed.

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

CATHOLIC CHARITIES OF THE DIOCESE OF WINONA INC

Employer identification number

41-0721636

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2014

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:

			Amount
c	Beginning balance .................................	1c	4,477,253
d	Additions during the year ..............................	1d	1,157,462
e	Distributions during the year .............................	1e	1,697,205
f	Ending balance ...................................	1f	3,937,510

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....	276,958	276,958	276,958	276,958	276,958
b	Contributions ........
c	Net investment earnings, gains, and losses
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........
f	Administrative expenses ....
g	End of year balance ......	276,958	276,958	276,958	276,958	276,958

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value
1a	Land .................	52,950		52,950
b	Buildings ................	398,251	82,922	315,329
c	Leasehold improvements ............	15,773	13,734	2,039
d	Equipment ................	151,964	136,642	15,322
e	Other .................
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......				385,640

Schedule D (Form 990) 2014

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
(3)Other (A) CUIT BALANCED FUND	373,771	F








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	373,771

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes
ADVANCE FROM USCCB		7,700
ASSETS HELD FOR CC FOUNDATION		86,148
ACCRUED LOSS FROM LITIGATION CLAIMS		300,000






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		393,848
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2014

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	2,484,871
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	1,046
b	Donated services and use of facilities .........	2b	10,450
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	11,496
3	Subtract line 2e from line 1.....................			3	2,473,375
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.......................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	2,473,375

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	2,598,601
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a	10,450
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d......................			2e	10,450
3	Subtract line 2e from line 1.....................			3	2,588,151
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.......................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	2,588,151

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART IV, LINE 1B:	CATHOLIC CHARITIES IS COURT APPOINTED TO TAKE CHARGE OF A CLIENT'S ASSETS. INVENTORY IS TAKEN OF ALL ASSETS AND REPORTED TO THE COURT. NEW CHECKING ACCOUNTS ARE CREATED IN THE CLIENT'S NAME AND CREDIT AND DEBIT CARDS ARE CANCELLED. INCOME IS DEPOSITED IN THE CLIENT'S ACCOUNT AND FUNDS ARE DISBURSED FROM THE ACCOUNT TO PAY CLIENT BILLS AND PROVIDE THE CLIENT WITH SPENDING MONEY. THE NEW ACCOUNTS CAN ONLY BE USED FOR TRANSACTIONS BY AUTHORIZED CATHOLIC CHARITIES STAFF. CLIENTS MAY NOT COMMIT TO LARGE EXPENSES WITHOUT PRIOR PERMISSION AND MAY NOT SIGN CONTRACTS THAT OBLIGATE THEM TO PAYMENTS. CATHOLIC CHARITIES INVESTS MONIES WHEN APPROPRIATE TO MAXIMIZE THE RETURN OF INTEREST FOR THE CLIENT. WITH COURT APPROVAL, WE SELL CLIENT PROPERTY AND ASSETS. CATHOLIC CHARITIES FILES AN ANNUAL ACCOUNTING OF ALL ASSETS, INCOME AND EXPENSES FOR EACH CLIENT. THE COURT REVIEWS AND APPROVES THE ANNUAL REPORT. OTHER ACTIVITIES PROVIDED TO THE CLIENTS BY THE CONSERVATORSHIP PROGRAM STAFF ARE: APPLY FOR MEDICAL ASSISTANCE, HELP WITH SHOPPING, MAINTAIN REAL ESTATE AND VEHICLES, COORDINATE WITH THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM VOLUNTEERS TO PREPARE CLIENT TAX RETURNS, AND ESTABLISH IRREVOCABLE BURIAL TRUSTS.
PART V, LINE 4:	RESERVES SET ASIDE FOR FUTURE NEEDS AND TO PROVIDE INVESTMENT INCOME TO HELP DEFRAY COSTS OF OPERATIONS.

Return Reference

Explanation

PART IV, LINE 1B:

CATHOLIC CHARITIES IS COURT APPOINTED TO TAKE CHARGE OF A CLIENT'S ASSETS. INVENTORY IS TAKEN OF ALL ASSETS AND REPORTED TO THE COURT. NEW CHECKING ACCOUNTS ARE CREATED IN THE CLIENT'S NAME AND CREDIT AND DEBIT CARDS ARE CANCELLED. INCOME IS DEPOSITED IN THE CLIENT'S ACCOUNT AND FUNDS ARE DISBURSED FROM THE ACCOUNT TO PAY CLIENT BILLS AND PROVIDE THE CLIENT WITH SPENDING MONEY. THE NEW ACCOUNTS CAN ONLY BE USED FOR TRANSACTIONS BY AUTHORIZED CATHOLIC CHARITIES STAFF. CLIENTS MAY NOT COMMIT TO LARGE EXPENSES WITHOUT PRIOR PERMISSION AND MAY NOT SIGN CONTRACTS THAT OBLIGATE THEM TO PAYMENTS. CATHOLIC CHARITIES INVESTS MONIES WHEN APPROPRIATE TO MAXIMIZE THE RETURN OF INTEREST FOR THE CLIENT. WITH COURT APPROVAL, WE SELL CLIENT PROPERTY AND ASSETS. CATHOLIC CHARITIES FILES AN ANNUAL ACCOUNTING OF ALL ASSETS, INCOME AND EXPENSES FOR EACH CLIENT. THE COURT REVIEWS AND APPROVES THE ANNUAL REPORT. OTHER ACTIVITIES PROVIDED TO THE CLIENTS BY THE CONSERVATORSHIP PROGRAM STAFF ARE: APPLY FOR MEDICAL ASSISTANCE, HELP WITH SHOPPING, MAINTAIN REAL ESTATE AND VEHICLES, COORDINATE WITH THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM VOLUNTEERS TO PREPARE CLIENT TAX RETURNS, AND ESTABLISH IRREVOCABLE BURIAL TRUSTS.

PART V, LINE 4:

RESERVES SET ASIDE FOR FUTURE NEEDS AND TO PROVIDE INVESTMENT INCOME TO HELP DEFRAY COSTS OF OPERATIONS.

Schedule D (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization
CATHOLIC CHARITIES OF THE DIOCESE OF WINONA INC

Employer identification number
41-0721636

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section if applicable	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) SAINTS PETER & PAUL PARISH 105 N 5TH STREET MANKATO,MN56001	41-0705857	501(C)(3)	8,000	PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO THOSE IN NEED.

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2014

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a)Type of grant or assistance	(b)Number of recipients	(c)Amount of cash grant
(1) THE REFUGEE RESETTLEMENT PROGRAM PROVIDED DIRECT ASSISTANCE TO NEWLY ARRIVED REFUGEES. THIS ASSISTANCE INCLUDED HOUSING, FOOD, BUS TRANSPORTATION, UTILITIES, HOUSEHOLD ITEMS, AND BABY ITEMS.	137	205,230
(2) THE PREGNANCY, PARENTING, AND ADOPTION PROGRAMS PROVIDE DIRECT ASSISTANCE TO EXPECTING MOTHERS AND TO FAMILIES OF YOUNG CHILDREN. THIS INCLUDED HOUSING, EDUCATIONAL, AND UTILITY ASSISTANCE.	102	37,326
(3) THE MEDICATION APPLICATION SERVICE (MEDIAPPS) PROGRAM PROVIDED UNINSURED PERSONS WITH PRESCRIPTIONS, EYE GLASSES, MEDICAL DEVICES, AND MEDICAL SUPPLIES.	96	24,492
(4) THE PARISH SOCIAL MINISTRY PROGRAM PROVIDED EMERGENCY ASSISTANCE WITH PRESCRIPTIONS, HOUSING, AND UTILITIES.	9	3,341
(5) GUARDIAN/CONSERVATOR PROVIDED MEALS FOR CLIENTS.	4	54

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference	Explanation
PART I, LINE 2:	CRITERIA FOR GRANT ASSISTANCE ARE DETERMINED AT THE PROGRAM LEVEL. AFTER ELIGIBILITY VERIFICATION, A DISBURSEMENT REQUEST IS COMPLETED AND ROUTED TO THE PROGRAM DIRECTOR FOR SIGNATURE APPROVAL. THE APPROVED REQUEST IS SENT TO THE ACCOUNTS PAYABLE DEPARTMENT FOR PAYMENT. CHECK DISBURSEMENT DOCUMENTATION FOR EACH REQUEST IS MAINTAINED IN THE ACCOUNTING DEPARTMENT.

Schedule I (Form 990) 2014

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Information about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public Inspection

Name of the organization

CATHOLIC CHARITIES OF THE DIOCESE OF WINONA INC

Employer identification number

41-0721636

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	3	6,844	QUOTED PRICE DATE GIFT
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( RECEPTION FOOD, LINENS, LIQUOR )	X	1	17,500	ESTIMATED MARKET VAL
26 Other ( COMPUTER SOFTWARE )	X	1	5,201	ESTIMATED MARKET VAL
27 Other ( MISCELLANEOUS )	X	3	325	ESTIMATED MARKET VAL
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that

it must hold for at least three years from the date of the initial contribution, and which is not required to be used

for exempt purposes for the entire holding period? ..................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2014)

Page 2

Part II

Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation

Schedule M (Form 990) (2014)

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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2014

Open to Public
Inspection

Name of the organization

CATHOLIC CHARITIES OF THE DIOCESE OF WINONA INC

Employer identification number

41-0721636

Return Reference	Explanation
PART III LINE 4A	POST ADOPTION SERVICE POST ADOPTION SERVICES ARE PROVIDED TO ADOPTED ADULT INDIVIDUALS, BIRTHPARENTS, ADOPTIVE PARENTS OF MINOR CHILDREN, AND SIBLINGS, WHO MAY CHOOSE TO ENGAGE IN A POST ADOPTION PROCESS WITH THE AGENCY THAT IS THE CARETAKER OF THE PERMANENT ADOPTION RECORDS. SINCE CATHOLIC CHARITIES HAS BEEN PLACING CHILDREN IN ADOPTIVE HOMES FOR 72 YEARS WE HAVE MANY PERMANENT ADOPTION RECORDS AND HAVE AN ARCHIVE LOCATION AT OUR WINONA OFFICE WHERE THEY ARE STORED. WE PROVIDE A FULL COMPLEMENT OF POST ADOPTION SERVICES TO THOSE MAKING INQUIRIES. THE PROCESS MAY INCLUDE A REQUEST FOR MEDICAL OR BACKGROUND INFORMATION OR AN ACTUAL SEARCH FOR CONTACT. FEES ARE CHARGED. ASSISTANCE AND COUNSELING IS OFFERED TO ALL WHO COME LOOKING FOR SERVICES. WHILE SOME INDIVIDUALS HAVE A DESIRE TO SEARCH OTHERS MAY NOT HAVE ANY INTEREST. THE REQUEST FOR SERVICE IS UNIQUE TO THE PERSON MAKING THE INQUIRY. CATHOLIC CHARITIES ADHERES TO MINNESOTA STATUTES AND RULES REGARDING POST ADOPTION SEARCH AND RECORDS. WE ARE COMMITTED TO PROVIDING INFORMATION AND GUIDANCE IN THE POST ADOPTION JOURNEY. DURING THIS REPORTING CYCLE, 300 PEOPLE RECEIVED POST ADOPTION SERVICES WHICH INCLUDED INTERMEDIARY EXCHANGES BETWEEN BIRTHPARENTS AND ADOPTIVE PARENTS. PREGNANCY, PARENTING AND ADOPTION CATHOLIC CHARITIES BELIEVES IN CARING FOR THE GIFT OF LIFE AND PROVIDES POSITIVE ALTERNATIVES TO ABORTION. WE HAVE BEEN PROVIDING SERVICES TO PREGNANT AND PARENTING WOMEN FOR 72 YEARS. SUPPORT AND ASSISTANCE IS PROVIDED AT NO COST TO HELP WOMEN, MEN, AND THEIR FAMILIES TO CHOOSE LIFE FOR THEIR EXPECTED BABY AND TO CARE FOR THEIR BABIES AFTER BIRTH. ALL OF THE SERVICES ARE PROVIDED IN THE CONTEXT OF CATHOLIC SOCIAL TEACHING AND SUPPORT THE SANCTITY OF HUMAN LIFE FROM THE MOMENT OF CONCEPTION TO THE MOMENT OF NATURAL DEATH. A PREGNANCY INFORMATION LINE IS STAFFED BY AGENCY SOCIAL WORKERS 24 HOURS A DAY. OFTEN A PERSON MAY THINK THEY ONLY HAVE ONE ALTERNATIVE -ABORTION- BUT WHEN THEY CALL OUR PREGNANCY INFORMATION LINE THEY LEARN ABOUT VIABLE ALTERNATIVES TO ABORTION. THEY LEARN THEY ARE NOT ALONE AND THAT WE WILL HELP THEM EVERY STEP OF THE WAY. OUR SOCIAL WORK STAFF HAS AN IN-PERSON CONTACT WITH THE CALLER WITHIN 48 HOURS OF THE CALL AND WE GO OUT TO THOSE IN NEED OF SERVICE TO TAKE AWAY BARRIERS TO SERVICE. WE ARE RESPONSIVE AND ACCESSIBLE AND ADVOCATE FOR ALL WHO NEED SUPPORT. PERSONS FACED WITH AN UNPLANNED PREGNANCY RECEIVE THE SUPPORT NEEDED TO SELF-DETERMINE WHAT WILL BE THE BEST PLAN THEIR BABY. IF THE BIRTHPARENT CHOOSES TO MAKE AN ADOPTION PLAN FOR THEIR CHILD, CATHOLIC CHARITIES OFFERS ADOPTIVE FAMILIES WHO HAVE AN APPROVED ADOPTION STUDY AND ARE READY TO ACCEPT A CHILD INTO THEIR HOME. IF THE BIRTHPARENT CHOOSES TO PARENT THEIR CHILD, CATHOLIC CHARITIES WILL PROVIDE SUPPORT AND HELP TO MAKE A PARENTING PLAN. OUR INITIATIVES INCLUDE IMPROVING FAMILY STABILITY AND SELF-SUFFICIENCY THROUGH THE PROVISION OF EDUCATION. FINANCIAL LITERACY EDUCATION AND SAFE SLEEP EDUCATION IS PROVIDED TO ALL CLIENTS WHO ARE MAKING A PARENTING PLAN FOR THEIR CHILD. A NURTURING HEALTHY FAMILIES PROGRAM SERVICE IS OFFERED MONTHLY TO PROMOTE POSITIVE PARENTING. IF THE BIRTHPARENT CHOOSES TO PARENT THEIR CHILD, CATHOLIC CHARITIES WILL PROVIDE SUPPORT AND HELP TO MAKE A PARENTING PLAN. OUR INITIATIVES INCLUDE IMPROVING FAMILY STABILITY AND SELF-SUFFICIENCY THROUGH THE PROVISION OF EDUCATION. FINANCIAL LITERACY EDUCATION AND SAFE SLEEP EDUCATION IS PROVIDED TO ALL CLIENTS WHO ARE MAKING A PARENTING PLAN FOR THEIR CHILD. A NURTURING HEALTHY FAMILIES PROGRAM SERVICE IS OFFERED MONTHLY TO PROMOTE POSITIVE PARENTING. SINCE 2006 CATHOLIC CHARITIES HAS BEEN THE RECIPIENT OF A POSITIVE ALTERNATIVES GRANT THROUGH THE MINNESOTA DEPARTMENT OF HEALTH. OUR PROGRAM SERVICES CLEARLY SUPPORT THE GOALS OF THE GRANT WHICH IS TO ENCOURAGE AND ASSIST WOMEN IN CARRYING THEIR PREGNANCIES TO TERM, IN CARING FOR THEIR BABIES AFTER BIRTH, AND TO PROVIDE ACCURATE INFORMATION ON, REFERRAL TO, AND ASSISTANCE WITH SECURING NECESSARY SERVICES. WE ARE CURRENTLY EXPLORING A SCHOLARSHIP PROGRAM THAT WOULD PROVIDE A PATHWAY FOR PREGNANT AND PARENTING WOMEN IN COMPLETING THEIR EDUCATION AND ACHIEVING FAMILY FINANCIAL STABILITY AND SELF SUFFICIENCY. WE KNOW THAT UNEXPECTED SOCIAL AND FINANCIAL BARRIERS HAVE THE POTENTIAL TO NEGATIVELY IMPACT EDUCATION COMPLETION. THIS PROGRAM WHICH WE ARE CALLING "ONWARD AND UPWARD" WOULD PROVIDE COMPREHENSIVE CASE MANAGEMENT SERVICE TO HELP PREGNANT AND PARENTING WOMEN TO IDENTIFY EDUCATION GOALS AND PROVIDE ONGOING SOCIAL AND FINANCIAL SUPPORT TO COMPLETE THEIR EDUCATION AND SECURE EMPLOYMENT. DURING THIS REPORTING CYCLE, 683 PEOPLE RECEIVED PREGNANCY, PARENTING AND ADOPTION SERVICES. HERE ARE QUOTES FROM BIRTHPARENTS THAT MADE AN ADOPTION PLAN FOR THEIR CHILD: "I HAVE CHOSEN TO SHARE MY EXPERIENCE ABOUT ADOPTION AND MY LIFE AND WHAT CATHOLIC CHARITIES HAS DONE FOR ME. IT WAS HARD TO GIVE UP OUR LITTLE GIRL THAT WE LOVED SO MUCH, BUT SHE IS IN BETTER HANDS. CATHOLIC CHARITIES HAS ALWAYS BEEN GOOD AND TRUSTING TO US."; "I WAS VERY YOUNG BEING PREGNANT WITH MY SECOND CHILD AND WAS STRUGGLING BEING A FULL TIME SINGLE MOTHER IN COLLEGE WITH LIMITED INCOME. SOMETIMES IT WAS VERY DIFFICULT MAKING ENDS MEET. I DID NOT WANT TO BRING A BABY INTO THE WORLD AND STRUGGLE TO RAISE IT. I FOUND CATHOLIC CHARITIES AND THEY WELCOMED ME WITH OPEN ARMS. I FOUND A WONDERFUL COUPLE THAT COULD NOT HAVE CHILDREN. I FELT SO COMFORTABLE AND SECURE WITH THEM AND KNEW THEY WOULD TAKE WONDERFUL CARE OF MY BABY. THEY WERE WITH ME DURING LABOR WHICH WAS VERY COMFORTING. I DO HAVE REGRETS, BUT KNOWING MY BABY IS WITH A WONDERFUL FAMILY MAKES ME FEEL BETTER, BUT IT STILL HURTS FROM TIME TO TIME."; "CATHOLIC CHARITIES PROVIDED ME WITH A PLACE TO COME AND TALK ABOUT MY FEELINGS AND THOUGHTS. THEY HELPED ME WITH EVERY ASPECT OF MY PREGNANCY AND ADOPTION."; "THE ADOPTION EXPERIENCE CHANGED MY LIFE BY TEACHING ME THAT I NEED TO LEARN TO RELY ON OTHERS MORE. I HAVE REALIZED THAT IT IS OK TO NEED HELP AND SUPPORT, EVEN A SHOULDER TO CRY ON. MY PLANS FOR THE FUTURE INVOLVE GRADUATING FROM COLLEGE AND GOING TO GRADUATE SCHOOL."; "I JUST WANTED TO THANK YOU FOR GIVING ME THE OPPORTUNITY TO HELP OUT WITH YOUR ADOPTION PROGRAM. I CANNOT EXPLAIN WHAT WORKING WITH YOU HAS DONE FOR MY HEALING PROCESS. SHARING MY STORY HAS LET ME FEEL PROUD FOR WHAT I'VE DONE INSTEAD OF HIDING IT (WHICH IS WHAT I DID FOR SO LONG)." MOTHER CHILD ASSISTANCE FUND WE KNOW LIFE IS A GIFT FROM GOD AND WE ALSO KNOW THAT THIS GIFT CAN COME WHEN LIFE IS FULL OF CHALLENGES. THE MOTHER CHILD ASSISTANCE FUND HELPS WOMEN TO CARRY THEIR BABY TO TERM AND HELPS WOMEN WITH BABIES BY PROVIDING THE DIRECT SUPPORT THEY NEED TO WORK THROUGH DIFFICULTIES THEY ARE FACING. FINANCIAL ASSISTANCE IS AVAILABLE FOR RENT, UTILITIES, MEDICAL EXPENSES, AND CHILD CARE, OR OTHER NECESSITIES. EACH FALL DURING RESPECT LIFE MONTH A BABY BOTTLE CAMPAIGN IS HELD TO SUPPORT THE FUND. WITH JUST A SIMPLE BABY BOTTLE TO COLLECT COINS, $46,000 WAS RAISED BY PARISHES ACROSS OUR DIOCESE. DURING THIS REPORTING CYCLE 104 WOMEN RECEIVED FINANCIAL ASSISTANCE. THE AVERAGE AMOUNT GIVEN OUT $350-$400. THIS HAS BEEN A WONDERFUL COLLABORATION BETWEEN CATHOLIC CHARITIES AND THE DIOCESE OF WINONA. THE MOTHER AND CHILD ASSISTANCE FUND COMPLETED ITS 8TH YEAR DURING THIS REPORTING CYCLE. QUOTES FROM RECIPIENTS OF THE FUND: "I RECENTLY HAD A BABY. I AM THE ONLY ONE SUPPORTING THE HOUSEHOLD. MY CHECK IS NOT SUFFICIENT TO COVER ALL OF THE EXPENSES. I AM WORRIED ABOUT MEETING THE RENT PAYMENT. THE ASSISTANCE WOULD BE GREATLY APPRECIATED."; "THIS IS WONDERFUL ASSISTANCE THAT HAS HELPED US A LOT. OUR SITUATION IS SIMILAR TO WHAT A LOT OF PEOPLE ARE EXPERIENCING (LAY OFFS). I CONSIDER US TO BE LUCKY AND BLESSED TO HAVE PEOPLE HELP US IN DIFFICULT TIMES."; "I AM CURRENTLY PREGNANT WITH MY 2ND CHILD AND THE FATHER OF MY CHILD HAS NOT HELPED US AT ALL WITH OUR FINANCIAL DIFFICULTIES. THIS CHARITY IS MY LAST HOPE TO KEEP US IN OUR HOME. RAISING 2 CHILDREN BY ME IS TOUGH ENOUGH BUT THIS ASSISTANCE WILL HELP OUT SO MUCH."; "THE MOTHER CHILD ASSISTANCE FUND WILL HELP ME GET CAUGHT UP ON MY RENT SO I WILL NOT GET EVICTED AND BE ABLE TO RAISE MY BABY IN A STABLE ENVIRONMENT."; "WHEN I AM TRYING TO DO ALL OF THE RIGHT THINGS FOR MYSELF AND MY CHILD, SOMETIMES I NEED EXTRA HELP THAT I CAN'T GIVE MYSELF. THE MOTHER CHILD FUND CAN HELP ME TO STAY ON TRACK."; "THE MOTHER CHILD ASSISTANCE FUND IS GREATLY NEEDED IN OUR COMMUNITY. I AM A SINGLE MOTHER OF 4 UNABLE TO WORK AND CAN FEEL VERY ALONE AND OVERWHELMED. THIS FUND IS A BLESSING THAT I WILL NEVER FORGET AND HELPS PROVIDE SECURITY FOR ME AND MY CHILDREN."
PART III LINE 4B	IMMIGRATION LEGAL SERVICES - CONTINUED ONCE THE REMEDY IS SECURED, OUR CLIENTS CAN FULLY PARTICIPATE, WITH CONFIDENCE, IN VARIOUS ASPECTS OF COMMUNITY LIFE INCLUDING HEALTH, EDUCATION, HOUSING, TRANSPORTATION, EMPLOYMENT, ASSOCIATIONS, AND FAITH TRADITION. THIS RESULTS IN GREATER FINANCIAL STABILITY AND INDEPENDENCE FOR OUR CLIENTS AND THEIR FAMILIES. THIS MAKES FOR STRONGER AND MORE FULLY ENGAGED FAMILIES AND WORKERS; THUS MAKING OUR COMMUNITIES STRONGER. IF NO REMEDY IS AVAILABLE TO OUR CLIENT UNDER CURRENT LAW, WE INFORM OUR CLIENT THAT THEIR CURRENT SITUATION IS THE BEST AVAILABLE UNDER CURRENT IMMIGRATION LAW. WE ADVISE THEM REGARDING THE ACTIONS THEY SHOULD TAKE OR AVOID SO THAT THEY DO NOT JEOPARDIZE FUTURE POSSIBLE REMEDIES IN THE EVENT THAT IMMIGRATION LAWS CHANGE. EVEN THIS LESS THAN SATISFACTORY RESULT CAN BE HELPFUL. IT IS BETTER TO KNOW AND UNDERSTAND THE SITUATION THAN TO LIVE WITH UNCERTAINTY. THIS KNOWLEDGE AND UNDERSTANDING HELPS THEM MAKE BETTER DECISIONS IN THEIR DAILY LIVES. DURING THE YEAR ENDED JUNE 30, 2015, THE NUMBER OF NEW CASES OPENED DECLINED SIGNIFICANTLY AND UNEXPECTEDLY. THIS MEANT THE PROGRAM FAILED TO GENERATE SUFFICIENT REVENUE TO MEET ITS ORDINARY AND NECESSARY OPERATING EXPENSES. FURTHERMORE, THE RESOURCES NECESSARY TO EXTENSIVELY MARKET THE PROGRAM IN THE HOPE OF REJUVENATING THE PROGRAM'S CASELOAD ARE NOT CURRENTLY AVAILABLE. GIVEN THESE FACTS THE DECISION WAS MADE TO CLOSE THE PROGRAM IN THE FIRST QUARTER OF FISCAL YEAR 2015. WE WILL ENCOURAGE OTHER NON-PROFITS THAT PROVIDE IMMIGRATION LEGAL SERVICES TO STEP UP THEIR EFFORTS TO SERVE THE IMMIGRANT COMMUNITY IN THE CENTRAL PART OF OUR DIOCESE.
PART III LINE 4C	COMMON GOOD RSVP - CONTINUED RON BEGAN HIS RSVP VOLUNTEERING FOR LSS ON MONDAYS ONLY, THINKING IT WAS A TRIAL RUN. WHEN THE RSVP COORDINATOR STARTED SEEING MORE MILES AND MORE HOURS COMING IN ON HIS TIMESHEET, SHE CALLED HIM AND LEARNED RON WAS SO THRILLED WITH HIS PLACEMENT AND THE REWARDS, HE HAD TAKEN ON MORE ROUTES! IN FACT, RON PUT IN OVER 1900 MILES AND 260 HOURS (ABOUT 22 PER MONTH) IN ONE YEAR! CLEARLY, RON HAD DISCOVERED THE PRICELESS REWARDS OF GIVING BACK-LIKE BEING MET WITH A SMILE AT EACH HOME FROM HIS DINERS. BUT MORE SO, THE DINERS FEEL EVEN TODAY THAT THEY CAN TRUST RON, THE "NICE YOUNG MAN" WHO ALWAYS HAS THEIR HOT NOON MEAL, AND ALWAYS A SMILE FOR THEM.
PART III LINE 4D	MEDIAPPS (MEDICATION APPLICATION SERVICE) - CONTINUED MEDIAPPS ADDRESSES BOTH THE IMMEDIATE AND LONG TERM NEEDS OF ITS LOW INCOME CLIENTS. THE IMMEDIATE NEEDS ARE ADDRESSED THROUGH A DONOR DIRECTED GRANT FROM THE WINONA COMMUNITY FOUNDATION (WCF). BY UTILIZING THE FUNDING FROM THE WCF, MEDIAPPS HELPS LOW INCOME UNINSURED PEOPLE PURCHASE MEDICATIONS OR MEDICAL DEVICES ON AN EMERGENCY BASIS AND HELPS LOW INCOME INSURED PEOPLE PURCHASE MEDICATIONS OR MEDICAL DEVICES ON A ONE-TIME BASIS WHEN THEY ARE FACED WITH A FINANCIAL HARDSHIP. MEDIAPPS ADDRESSES CLIENTS' LONG TERM NEEDS BY ACCESSING THE PATIENT ASSISTANCE PROGRAMS MADE AVAILABLE BY THE VARIOUS PHARMACEUTICAL COMPANIES. THESE PROGRAMS HELP LOW INCOME UNINSURED PEOPLE SECURE MEDICATIONS AT NO COST. MEDIAPPS WORKS WITH THE CLIENT AND THE CLIENT'S HEALTHCARE PROVIDER IN COMPLETING THE ENROLLMENT APPLICATION(S). ONCE ENROLLED, THE MEDIAPPS PROGRAM HANDLES THE REORDERING OF THE PRESCRIPTION MEDICATION AND FACILITATES ANY NEEDED CONTACT OR RE-ENROLLMENT WITH THE PHARMACEUTICAL PROGRAM. AT TIMES, THESE PHARMACEUTICAL COMPANIES WILL ALSO HELP LOW INCOME INSURED PEOPLE WITH FREE MEDICATION IF THEY ARE FACING A FINANCIAL HARDSHIP. FINALLY, IN ORDER TO SUSTAIN LONG-TERM SOLUTIONS TO OUR CLIENTS' MEDICATION NEEDS, MEDIAPPS SEES THAT ELIGIBLE CLIENTS ENROLL IN AND MAINTAIN ENROLLMENT IN GOVERNMENT OR PRIVATE PROGRAMS THROUGH THE AFFORDABLE CARE ACT. MEDIAPPS COMPLETES THE ONLINE APPLICATION WITH THE CLIENT AND ASSISTS THE CLIENT IN SUBMITTING NECESSARY HOUSEHOLD AND INCOME DOCUMENTS TO WINONA COUNTY COMMUNITY SERVICES. THE CLIENT STORY SHOWN BELOW, WRITTEN BY THE MEDIAPPS CASEWORKER, ILLUSTRATES THE PROGRAM'S GOAL OF ACHIEVING LONG-TERM SOLUTIONS. A WORKING SINGLE FATHER RAISING THREE MINOR CHILDREN CALLED MY OFFICE ASKING FOR HELP WITH THE PRESCRIPTION MEDICATION COPAYMENT FOR HIS CHILDREN'S PRESCRIPTION MEDICATIONS. THE FAMILY HAD EMPLOYER-SPONSORED HEALTH INSURANCE COVERAGE, BUT THAT COVERAGE, WHICH WAS A HIGH DEDUCTIBLE PLAN, WAS COSTING 15% OF THE GROSS INCOME OF THE HOUSEHOLD. DURING MY MEETING WITH THE FATHER, WE DECIDED TO APPLY FOR COVERAGE THROUGH MNSURE, THE ONLINE HEALTH INSURANCE MARKETPLACE. I ASSISTED THE FATHER WITH THE ONLINE APPLICATION, WHICH EVENTUALLY ALLOWED THE FAMILY TO ENROLL IN A MORE AFFORDABLE HEALTH INSURANCE PLAN. ADDITIONALLY, THE MEDIAPPS PROGRAM WAS ABLE TO HELP HIM WITH A ONE-TIME PRESCRIPTION MEDICATION COPAYMENT FOR HIS CHILDREN'S PRESCRIPTION MEDICATIONS UNDER THE FAMILY'S CURRENT HEALTH INSURANCE PLAN. THE MEDIAPPS PROGRAM HELPED THIS FAMILY ARRIVE IN A BETTER PLACE. THEY SECURED LONG-TERM AND AFFORDABLE HEALTH INSURANCE. OUR IMMEDIATE-NEED BASED SERVICE IS ONLY AVAILABLE FOR RESIDENTS OF WINONA, HOUSTON OR FILLMORE COUNTIES. OUR LONG-TERM SOLUTION HAS NO RESIDENCY RESTRICTIONS. IN FISCAL YEAR 2015, THE MEDIAPPS PROGRAM PROVIDED IMMEDIATE NEED EMERGENCY ASSISTANCE FOR MEDICATIONS/MEDICAL DEVICES TO 103 CLIENTS AT A COST OF $25,255.82. 29 OF THE 103 CLIENTS WENT ON TO SECURE MEDICATION THROUGH THE PATIENT ASSISTANCE PROGRAM WITHIN MEDIAPPS. IN FISCAL YEAR 2015, THE MEDIAPPS PROGRAM SECURED 500 PRESCRIPTIONS VALUED AT $333,530.86 FOR 73 CLIENTS. PARISH SOCIAL MINISTRY THE PARISH SOCIAL MINISTRY (PSM) PROGRAM OF CATHOLIC CHARITIES FOSTERS COLLABORATION BETWEEN CATHOLIC CHARITIES AND THE CATHOLIC PARISHES OF THE DIOCESE AND STRENGTHENS EXISTING SOCIAL MINISTRIES WITHIN THE PARISHES. PSM SERVES AS A RESOURCE SO THAT PARISHES CAN IDENTIFY SOCIAL ISSUES WITHIN THEIR COMMUNITIES AND MARSHAL THEIR GIFTS AND RESOURCES TO ADDRESS THOSE ISSUES. AT THE ROOT OF PSM IS FORMATION AND EDUCATION ON SOCIAL ISSUES, AS FOUND IN THE GOSPEL AND OFFICIAL DOCUMENTS OF THE CHURCH. FROM EDUCATION EMERGE ACTIONS OF CHARITY, JUSTICE, AND ADVOCACY. IN FY 2015 A PARISH SOCIAL MINISTRY PROGRAM ADMINISTRATOR WAS HIRED TO ADVANCE THE MISSION OF THE PROGRAM. MUCH OF THE PROGRAM'S WORK IS ACCOMPLISHED THROUGH THE SOCIAL CONCERNS COMMITTEE OF THE DIOCESE OF WINONA, WHICH IS CHAIRED BY THE PSM PROGRAM ADMINISTRATOR. THE COMMITTEE'S GOAL IS TO FOSTER AND NURTURE PARISH SOCIAL MINISTRY AS DEFINED BELOW. WE SEE THE PARISH DIMENSIONS OF SOCIAL MINISTRY NOT AS AN ADDED BURDEN, BUT AS A PART OF WHAT KEEPS A PARISH ALIVE AND MAKES IT TRULY CATHOLIC. EFFECTIVE SOCIAL MINISTRY HELPS THE PARISH NOT ONLY DO MORE, BUT BE MORE - MORE OF A REFLECTION OF THE GOSPEL, MORE OF A WORSHIPPING AND EVANGELIZING PEOPLE, MORE OF A FAITHFUL COMMUNITY. IT IS AN ESSENTIAL PART OF PARISH LIFE. - COMMUNITIES OF SALT AND LIGHT, UNITED STATES CONFERENCE OF CATHOLIC BISHOPS, WASHINGTON D.C., 1994, P. 1. DURING THE YEAR THE COMMITTEE MET NINE TIMES. THE COMMITTEE'S WORK IS SUMMARIZED BELOW. -MADE PRESENTATIONS ON CATHOLIC SOCIAL TEACHING (CST) IN PARISHES -WROTE ARTICLES ON CST THAT APPEARED IN THE COURIER, THE DIOCESAN NEWSPAPER -SHARED BEST PRACTICES IN PSM FROM PARISHES ACROSS THE DIOCESE -DECIDED TO USE CATHOLIC RURAL LIFE'S LIFE IN CHRIST LAY LEADERSHIP PROGRAM AS THE MEANS TO PROMOTE PSM IN PARISHES -RECRUITED PARISHIONERS FROM PARTICIPATING PARISHES TO ATTEND LIFE IN CHRIST LEADERSHIP TRAINING TO BE HELD IN AUGUST 2015 -PRESENTED A WORKSHOP ON THE LIFE IN CHRIST PROGRAM AT THE DIOCESE OF WINONA MINISTRY DAYS IN JUNE 2015 -ENCOURAGED PARISHES TO RESPOND TO THE 46 QUESTIONS POSED BY THE VATICAN REGARDING THE DOCUMENT PRODUCED BY THE CHURCH'S SYNOD ON THE FAMILY HELD IN ROME IN OCTOBER 2014. -DECIDED TO ORGANIZE A SOCIAL JUSTICE DAY IN OCTOBER 2015 ON THE POPE FRANCIS' ENCYCLICAL ON CLIMATE CHANGE, LAUDATO SI'. -EVALUATED AND MADE RECOMMENDATIONS REGARDING LOCAL APPLICANTS FOR NATIONAL GRANTS FROM THE CATHOLIC CAMPAIGN FOR HUMAN DEVELOPMENT (CCHD). THE PSM PROGRAM ADMINISTRATOR RECRUITED AND HIRED A PSM COORDINATOR IN THE WORTHINGTON DEANERY, COMPRISING THE SIX MOST WESTERN COUNTIES OF THE DIOCESE OF WINONA. THE NEW POSITION BEGINS WORK IN JULY 2015. THE PSM PROGRAM ALSO SECURED THE SERVICES OF A PAID INTERN MADE POSSIBLE THROUGH A GRANT FROM CCHD. THE INTERN, WHO BEGAN WORK IN LATE MAY 2015, IS SCHEDULED TO WORK 40 HOURS A WEEK FOR 10 WEEKS. THE INTERN'S DUTIES INCLUDE COMPILING A SURVEY OF SOCIAL JUSTICE COMMITTEES IN PARISHES AND DRAFTING A VOLUNTEER MANUAL FOR VOLUNTEERS THAT WILL EVALUATE AND MAKE RECOMMENDATIONS REGARDING APPLICATIONS FOR LOCAL AND NATIONAL GRANTS ADMINISTERED THROUGH CCHD AND CATHOLIC RELIEF SERVICES. THE PSM PROGRAM ADMINISTRATOR WILL HELP COORDINATE THE LIFE & DIGNITY SUNDAY EVENT TO BE HELD IN PARISHES IN OCTOBER 2015. THE EFFORT WILL ENCOURAGE PARISHIONERS TO JOIN THE PUBLIC POLICY ADVOCACY NETWORK OF THE MINNESOTA CATHOLIC CONFERENCE. FINALLY, THE PSM PROGRAM COORDINATES THE DISTRIBUTION OF SPECIFIC EMERGENCY ASSISTANCE TO PERSONS IN NEED THROUGHOUT THE DIOCESE OF WINONA. WORKING WITH ITS COMMUNITY BASED PARTNERS, THE PROGRAM PROVIDED OVER $18,000 TO FAMILIES IN NEED. THE BULK OF THE FUNDS FOR THIS EFFORT WERE PROVIDED BY THE DIOCESE OF WINONA.
FORM 990, PART VI, SECTION A, LINE 7A	THE BISHOP FOR THE DIOCESE OF WINONA CAN APPOINT ALL BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11	THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE FORM 990 AT ITS NOVEMBER BOARD MEETING PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12C	ANNUALLY BOARD MEMBERS SIGN A CONFLICT OF INTERST DISCLOSURE. BOARD MEMBERS ABSTAIN FROM VOTING ON ANY ISSUES TO WHICH THEY HAVE A CONFLICT AND THIS IS DOCUMENTED IN THE MINUTES.
FORM 990, PART VI, SECTION B, LINE 15	THE BOARD OF DIRECTORS EVALUATE PERFORMANCE AND SET THE COMPENSATION FOR THE CEO.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT OUR BUSINESS OFFICE DURING NORMAL BUSINESS HOURS.
PART X LINE 25 ACCRUED LOSS FROM LITIGATION CLAIMES	THE AGENCY IS A CO-DEFENDANT IN TWO THREATENED PERSONAL INJUSRY LAWSUITS. THE AGENCY PLANS TO VIGOROUSLY DEFEND THESE MATTERS. THE ULTIMATE OUTCOME OF THIS LITIGATION CANNOT PRESENTLY BE DETERMINED. HOWEVER, BASED ON LIMITED INFORMATION AVAILABLE AT THIS TIME, THE AGENCY PRELIMINARILY ESTIMATES THAT IT MAY INCUR COSTS ASSOCIATED WITH THESE LAWSUITS OF $300,000 AND HAS ACCRUED A LIABILITY FOR THAT AMOUNT.
FORM 990 PART XI LINE 2C	THE AUDIT COMMITTEE MAKES THE RECOMMENDATION TO THE BOARD OF DIRECTORS FOR SELECTION OF THE AUDITORS. THE AUDIT COMMITTEE ANNUALLY MEETS WITH THE AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990 PART VII	WE WERE UNABLE TO OBTAIN COMPENSATION INFORMATION FOR MOST REVEREND JOHN QUINN AND VERY REVEREND RICHARD COLLETTI FROM THE DIOCESE OF WINONA, A RELATED ORGANIZATION. THE INDIVIDUALS HAVE DECLINED PERMISSION TO HAVE THIS INFORMATION INCLUDED IN OUR FORM 990.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2014

Additional Data

Software ID:
Software Version: