2023-05-15T14:02:50-05:00 2022-06-30 111986323 MARCUM LLP 1 MONTGOMERY STREET SUITE 1700 SAN FRANCISCO CA 94104 990 2021-07-01 942479393 CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA CATH 7075288712 987 AIRWAY COURT SANTA ROSA CA 95402 JENNIELYNN HOLMES CEO 7075288712 2023-05-12 1 JENNIELYNN HOLMES 999009999 ROGER BULOSAN P00221282 4154326200 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z JENNIELYNN HOLMES 987 AIRWAY COURT SANTA ROSA CA 95402 38824307 0 X WWW.SRCHARITIES.ORG X 1979 CA WE REACH OUT TO ALL PEOPLE IN NEED, OFFER HOPE THROUGH SERVICE, AND BUILD BETTER COMMUNITIES. 14 13 251 134 0 0 35792137 37274423 6203284 414866 115756 299427 98439 416297 42209616 38405013 10003140 2352812 0 0 12113565 12896491 0 0 1068976 12304983 7079671 34421688 22328974 7787928 16076039 50415823 111846673 20743101 58234141 29672722 53612532 X CATHOLIC CHARITIES REACHES OUT TO THOSE MOST IN NEED, OFFERS HOPE THROUGH SERVICE, AND BUILDS BETTER COMMUNITIES. THE AGENCY'S 26 PROGRAMS IN THE COUNTIES OF SONOMA, NAPA, HUMBOLDT, AND LAKE ADDRESS CRITICAL NEEDS BY CHALLENGING POVERTY, CARING FOR SENIORS, AND COUNSELING IMMIGRANTS. WE MANAGE HOMELESS SHELTERS, TRANSITIONAL HOUSING, HOUSING COUNSELING, AND SUPPORT SERVICES TO PREVENT AND OVERCOME HOMELESSNESS. OTHER PROGRAMS PROVIDE EMERGENCY FOOD, SUPPORT AT-RISK SENIORS AND HOMEBOUND COMMUNITY MEMBERS, AND OFFER COMPREHENSIVE IMMIGRATION SERVICES. 0 0 7903470 2352812 HOMELESS SERVICES PROGRAM - HOMELESS OUTREACH SERVICES TEAM (HOST) - HOST PROVIDES OUTREACH TO PEOPLE LIVING IN UNSHELTERED LOCATIONS THROUGHOUT SONOMA COUNTY, LINKING THEM TO PHYSICAL HEALTH, MENTAL HEALTH, AND ECONOMIC ASSISTANCE SERVICES AS WELL AS TO COORDINATED ENTRY. PROJECT AREAS ARE DEFINED AS ANYWHERE UNSHELTERED HOMELESS PERSONS ARE FOUND, INCLUDING, BUT NOT LIMITED TO, WATERWAYS, TRAILS, AND ENCAMPMENTS. SERVICES OFFERED BY HOST FACILITATE ENTRY INTO HOUSING AND IMPROVE THE HEALTH AND WELLBEING OF INDIVIDUALS EXPERIENCING HOMELESSNESS.COORDINATED ENTRY - CATHOLIC CHARITIES IS THE COORDINATED ENTRY PROGRAM OPERATOR FOR THE COUNTY OF SONOMA, PROVIDING STREAMLINED COUNTYWIDE ACCESS TO HOUSING, SHELTER, AND SERVICES FOR PEOPLE EXPERIENCING OR AT IMMINENT RISK OF HOMELESSNESS. COORDINATED ENTRY PRIORITIZES INDIVIDUALS AND FAMILIES FOR PERMANENT HOUSING OR TEMPORARY SHELTER BASED ON ASSESSMENT OF VULNERABILITY AND NEEDS USING A STANDARDIZED, NATIONALLY RECOGNIZED ASSESSMENT TOOL TO ENSURE THOSE EXPERIENCING HOMELESSNESS HAVE EQUAL ACCESS TO HOUSING AND RESOURCES. COORDINATED ENTRY REDUCES THE LENGTH OF TIME PEOPLE EXPERIENCE HOMELESSNESS AND PROMOTES INDIVIDUAL CHOICE OF SERVICES AND HOUSING.HOMELESS SERVICE CENTER (HSC) - THE HSC, LOCATED IN SANTA ROSA AND OFFERS A DROP-IN DAY PROGRAM FOR ADULT MEN AND WOMEN EXPERIENCING HOMELESSNESS. DIGNITY SERVICES PROVIDED ON SITE INCLUDE FREE LOCKERS, SHOWERS, LAUNDRY, TELEPHONE, MAIL SERVICE, AND PROGRAM REFERRALS. THE HSC SERVES BETWEEN 1,800 AND 2,000 PEOPLE ANNUALLY. 3175957 HOUSING PROGRAMS - HOUSING COUNSELING - CATHOLIC CHARITIES IS ONE OF ONLY TWO HUD CERTIFIED HOUSING COUNSELING AGENCIES IN SONOMA COUNTY THAT PROVIDES COUNSELING ON RENTAL ISSUES, OCCUPANCY PROBLEMS, AND ASSISTANCE WITH SECTION 8 HOUSING.PALMS INN PERMANENT SUPPORTIVE HOUSING - PREVIOUSLY A 104-UNIT MOTEL, THE PALMS INN WAS CONVERTED INTO PERMANENT SUPPORTIVE HOUSING FOR VETERANS AND CHRONICALLY HOMELESS INDIVIDUALS. CATHOLIC CHARITIES MANAGES 44 OF THE UNITS FOR INDIVIDUALS WHO WERE CHRONICALLY HOMELESS AND PROVIDES 24/7 SITE SUPPORT FOR VETERANS LIVING AT THE PALMS. PERMANENT SUPPORTIVE HOUSING MASTER LEASE PROGRAM THROUGH INDIVIDUAL HOMES OR APARTMENTS MASTER LEASED BY CATHOLIC CHARITIES IN SONOMA COUNTY, VULNERABLE ADULTS EXPERIENCING HOMELESSNESS ACCESS PERMANENT HOUSING WITH ONGOING SUPPORT SERVICES.RAPID REHOUSING PROGRAM (RRH) - RRH PROVIDES RENT AND UTILITY ASSISTANCE, HOUSING COUNSELING, AND CASE MANAGEMENT TO LOW-INCOME HOUSEHOLDS IN SONOMA COUNTY. RAINBOW HOUSE HOMELESS FAMILIES (UP TO 50 MOTHERS AND CHILDREN A YEAR) LIVE IN THIS TRANSITIONAL HOUSING PROGRAM IN NAPA AND RECEIVE COMPREHENSIVE SUPPORT SERVICES TO ACCESS PERMANENT HOUSING, IMPROVE INCOME AND EDUCATION, AND DEVELOP LIFE SKILLS.IMOLA HOUSE PERSONS WITH DISABILITIES ARE OFFERED ONE OF EIGHT SUBSIDIZED APARTMENTS ALONG WITH ONGOING CASE MANAGEMENT SUPPORT. COMMUNITY AND PARISH SERVICES (CPS) -COMMUNITY CONNECTIONS - COMMUNITY CONNECTIONS PROVIDES HEALTH EDUCATION AND ENROLLMENT ASSISTANCE FOR PUBLIC NUTRITION AND MEDICAL BENEFITS IN SONOMA, LAKE, NAPA, AND MENDOCINO COUNTIES. SUPPORTING SERVICES INCLUDE FINANCIAL EDUCATION AND COACHING, INCOME TAX PREPARATION FOR LOW-INCOME FAMILIES, AND COMMUNITY RESOURCE REFERRALS.RURAL FOOD PROGRAM (RFP) - THE RFP DISTRIBUTES FREE FOOD TO LOW-INCOME MEMBERS OF THE COMMUNITY AT SITES THROUGHOUT SONOMA AND LAKE COUNTIES, INCLUDING THE EAT FRESH DISTRIBUTIONS AT CATHOLIC CHARITIES SANTA ROSA HEADQUARTERS. 6605737 CARITAS VILLAGE - CARITAS VILLAGE IS CATHOLIC CHARITIES' AFFORDABLE HOUSING AND SERVICES DEVELOPMENT PROJECT LOCATED IN DOWNTOWN SANTA ROSA, ON LAND PURCHASED BY THE AGENCY IN 2015. INTENDED TO REPLACE FACILITIES AND ENHANCE SERVICES THAT CATHOLIC CHARITIES HAS PROVIDED ONSITE FOR OVER 30 YEARS, CARITAS VILLAGE WILL ALSO INCLUDE OVER 120 UNITS OF PERMANENT AFFORDABLE HOUSING TO BE FUNDED, BUILT, AND MANAGED IN PARTNERSHIP WITH BURBANK HOUSING, A LOCAL AFFORDABLE HOUSING DEVELOPER. CARITAS CENTER - THE ORGANIZATION HAS BEGUN CONSTRUCTION OF CARITAS CENTER TO REPLACE EXISTING, SCATTERED FACILITIES. CARITAS CENTER'S 48,000 SQUARE FEET, 3-STORY BUILDING, WILL INCLUDE A FAMILY SHELTER, A CHILDCARE CENTER, HOUSING COUNSELING, DIGNITY CENTER, AND A RECUPERATION SHELTER, AS WELL AS A NEW HEALTH CLINIC PARTNERSHIP WITH SANTA ROSA COMMUNITY HEALTH. THE PRIMARY OBJECTIVE OF CARITAS CENTER IS TO PROVIDE A BRIDGE FROM HOMELESSNESS TO HOUSING THROUGH FULLY INTEGRATED SERVICE, AND TO PLACE MORE THAN 1,300 PEOPLE/YEAR INTO PERMANENT HOUSING. FINANCING, INCLUDING PHILANTHROPY, PUBLIC FUNDS, LOANS, AND NEW MARKET TAX CREDITS WAS FULLY SECURED IN JUNE 2021. CARITAS HOMES - CARITAS HOMES WILL CONSIST OF 128 PERMANENT, AFFORDABLE HOUSING APARTMENTS THAT WILL BE FUNDED, BUILT, AND MANAGED BY THE ORGANIZATION' NONPROFIT AFFORDABLE HOUSING DEVELOPMENT PARTNER, BURBANK HOUSING. CONSTRUCTION OF THE FIRST PHASE OF CARITAS HOMES (64 UNITS) BEGAN IN FISCAL YEAR 2022. UP TO 50% OF THE APARTMENTS WILL BE SET ASIDE FOR FORMERLY HOMELESS SENIORS, VETERANS, AND OTHER VULNERABLE INDIVIDUALS, WITH THE REMAINING UNITS DESIGNATED FOR LOW-INCOME FAMILIES AND SINGLES WHO WORK BUT ARE UNABLE TO AFFORD MARKET RENTS.EMERGENCY SHELTERS - NIGHTINGALENIGHTINGALE PROVIDES A TOTAL OF 37 RESPITE SHELTER BEDS FOR THOSE WHO ARE EXPERIENCING HOMELESSNESS AND ARE BEING DISCHARGED FROM THE HOSPITAL. NIGHTINGALE PROGRAMS ARE LOCATED IN SONOMA AND NAPA COUNTY.FAMILY SUPPORT CENTER - WITH 138 BEDS, THIS SANTA ROSA SHELTER HELPS FAMILIES MOVE FROM HOMELESSNESS TO PERMANENT HOUSING AS REPIDLY AS POSSIBLE. SERVICES INCLUDE HOUSING FOCUSED CASE MANAGEMENT, REFERRALS TO OTHER AGENCIES, SOBRIETY SUPPORT GROUPS, PARENTING SKILLS SUPPORT, MEALS AND CHILDREN'S SERVICES INCLUDING SCHOOL COORDINATION AND CHILDCARE REFERRALS.SAMUEL L JONES HALL - THIS PROGRAM LOCATED IN SANTA ROSA PROVIDES 213 BEDS OF YEAR ROUND EMERGENCY SHELTER FOR ADULTS EXPERIENCING HOMELESSNESS.IMMIGRATION - THE IMMIGRATION DEPARTMENT OFFERS LEGAL, EDUCATION, AND OUTREACH SERVICES. THE FEDERAL DEPARTMENT OF JUSTICE HAS RECOGNIZED OUR IMMIGRATION OFFICE AND ACCREDITED OUR IMMIGRATION REPRESENTATIVES TO MAKE AVAILABLE FREE OR LOW-COST IMMIGRATION LEGAL SERVICES. THESE LEGAL SEVICES LOOK TO REUNITE FAMILIES, TO ASSIST IMMIGRANT VICTIMS OF DOMESTIC VIOLENCE AND HUMAN TRAFFICKING, TO PROVIDE DEFERRED ACTIONS TO QUALIFIED IMMIGRANTS, AND TO EMPOWER IMMIGRANTS TO BECOME MORE FULLY INVOLVED IN CIVIC LIFE THROUGH APPLICABLE BENEFITS AND FEDERAL LAWS. WE PROVIDE OUTREACH SERVICES TO PEOPLE WITH SEVERAL IMMIGRATION NEEDS. CLASSES ARE OFFERED FOR CITIZENSHIP AS PART OF OUR EDUCATION SERVICES TO HELP LEGAL PERMANENT RESIDENTS OPTAIN THEIR US CITIZENSHIP.DISASTER RELIEF AND RECOVERY WILDFIRE RECOVERY DISASTER CASE MANAGEMENT (DCM) FOCUSES ON LONG TERM RECOVERY FOR THOSE AFFECTED BY WILDFIRES IN SONOMA, LAKE, MENDOCINO, AND NAPA COUNTIES. THE AGENCY BEGAN PROVIDING THESE SERVICES AFTER DEVASTATING FIRES IN LAKE COUNTY IN 2015 AND EXPANDED THE PROGRAM SIGNIFICANTLY AFTER THE 2017 FIRESTORMS IN NAPA AND SONOMA COUNTIES. DCM ASSISTS INDIVIDUAL COMMUNITY MEMBERS IN MAKING A FULL RECOVERY BY PROVIDING SERVICES IN COLLABORATION WITH PARTNERING AGENCIES. DCM PROVIDES CASE MANAGEMENT SERVICES FOR LOCATING PERMANENT HOUSING AND RETURNING TO THE PREDISASTER HOUSING STATUS. 6605737 17685164 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 174 0 1 251 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JENNIELYNN HOLMES 7075288712 987 AIRWAY COURT SANTA ROSA CA 95402 LEONARD MARABELLA CEO 40.00 X X 131236 0 7150 THE MOST REV ROBERT F VASAM CHAIR OF THE BOARD 2.00 X X 0 0 0 JAMES NANTELL PRESIDENT 2.00 X X 0 0 0 RICK ABBOT VICE PRESIDENT 2.00 X X 0 0 0 CATHERINE TRIONI SECRETARY 2.00 X X 0 0 0 DENNIS J BYRNE DIRECTOR 2.00 X 0 0 0 FRANK CONNELLY DIRECTOR 2.00 X 0 0 0 DENISE DIXON DIRECTOR 2.00 X 0 0 0 TONY HILDESHEIM DIRECTOR 2.00 X 0 0 0 MERRY EDWARDS DIRECTOR 2.00 X 0 0 0 ERNESTO OLIVARES DIRECTOR 2.00 X 0 0 0 BETH RYAN DIRECTOR 2.00 X 0 0 0 LOIE SAUER DIRECTOR 2.00 X 0 0 0 MICHAEL A SULLIVAN DIRECTOR 2.00 X 0 0 0 JENNIELYNN HOLMES CHIEF PROGRAM OFFICER 40.00 X 126876 0 6988 SHARON VAUGHN CHIEF ADMINISTRATIVE OFFICER 40.00 X 126237 0 6953 REBECCA KENDALL CHIEF DEVELOPMENT OFFICER 40.00 X 125301 0 17040 DINA LOPEZ DIRECTOR OF IMMIGRATION 40.00 X 102899 0 11300 MATTHEW VERSCHEURE DIRECTOR OF HOUSING SOLUTION 40.00 X 102384 0 11300 AMY HOLTER DIRECTOR OF FINANCIAL STABILITY AND CRISIS 40.00 X 102180 0 11300 817113 0 72031 7 0 0 0 ESP & ALARMS INC 1410 GUERNEVILLE RD 6 SANTA ROSA CA 95403 SITE SECURITY 816364 SCOTT AG 1275 N DUTTON AVE SANTA ROSA CA 95401 SIGNAGE DESIGN, INSTALL 384999 ROBERT HALF 111 SANTA ROSA AVE 300 SANTA ROSA CA 95404 TEMPORARY LABOR 300406 TEAMLOGIC IT 2455 BENNETT VALLEY RD STE C214 SANTA ROSA CA 95404 IT SERVICES & HARDWARE 275675 NORTHBAY PORTABLES 3417 STANDISH AVE SANTA ROSA CA 95407 PORTABLE TOILETS 227500 10 13906993 23367430 7531653 37274423 FEES, PROGRAM SERVICES 561439 266784 266784 CAPITALIZED PROJ. COST 561439 148082 148082 414866 318721 318721 407219 0 407219 407219 407219 400000 419294 -19294 -19294 -19294 OTHER REVENUE 561439 9078 9078 9078 38405013 822085 0 308505 2352812 2352812 547781 133864 271576 142341 8925588 7227358 1164424 533806 379775 322548 31294 25933 2307955 2049725 170699 87531 735392 579820 107229 48343 640015 181401 399347 59267 111259 34075 6547 70637 805577 741591 56615 7371 663705 658807 3879 1019 95688 80430 11956 3302 33237 13655 14432 5150 602031 3649 598382 334732 245566 89166 111599 69277 37212 5110 BUILDING REPAIRS AND MA 1033458 1010782 19322 3354 TELEPHONE & UTILITIES 776476 687882 75275 13319 SUBCONTRACTORS AND SUBR 526194 526194 EQUIPMENT RENT AND MAIN 416224 330356 76070 9798 929476 435372 441409 52695 22328974 17685164 3574834 1068976 4260014 9576201 951885 14025550 7083442 5548549 104444 28774900 28774900 14280 62596 33445 50697044 3548766 8449065 47148278 465025 6397588 113093 241523 237718 50415823 111846673 1625905 8930917 18132460 49303224 984736 0 20743101 58234141 X 23489207 45866180 6183515 7746352 29672722 53612532 50415823 111846673 16076039 -132993 7996764 0 X X 0 1 X 1 1 1 X 18163743 20756023 22068513 35792137 36289687 133070103 18163743 20756023 22068513 35792137 36289687 133070103 6411863 126658240 16986 114362 132941 115756 318721 698766 46383 149696 71862 98439 9078 375458 134144327 0.94420 0.99270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 460392 -56292 404100 362620 97772 460392 352325 10295 362620 334518 17807 352325 311277 23241 334518 0.00000 1.00000 0.00000 0 0 4584265 4584265 8181800 3548766 4633034 387596 387596 37543383 37543383 47148278 X PART X, LINE 2: THE ORGANIZATION IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES AND STATE FRANCHISE TAXES UNDER SSECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A TAX LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. 1 RENT, UTILITIES, AND OTHER HOUSING ASSISTANCE 956 1723860 FMV RENT, UTILITIES, AND OTHER HOUSING ASSISTANCE BASIC NEEDS 5 89740 FMV BASIC NEEDS OTHER FINANCIAL ASSISTANCE 49 57442 FMV OTHER FINANCIAL ASSISTANCE FOOD, SUPPLIES, EQUIPMENT 1 481770 FMV FOOD, SUPPLIES, EQUIPMENT PART I, LINE 2: CATHOLIC CHARITIES' JUBILEE CENTER MAINTAINS A MONTHLY LOG THAT INCLUDES THE CLIENTS' NAME AND REASON THEY OBTAINED GIFT CARD. TO TRACK BAGS OF FOOD: CALFRESH SIGN-IN SHEET, CALFRESH APPLICATIONS, AND REGISTRATION SHEETS AT FOOD DISTRIBUTIONS ARE TOTALED. CATHOLIC CHARITIES' EMERGENCY FUND ASSISTANCE IS OFFERED ON A LIMITED BASIS FOR QUALIFIED APPLICANTS IN DESIGNATED CATEGORIES. A GRANTEE'S ADDRESS IS VERIFIED AND METHOD OR VEHICLE OF VERIFICATION IS DOCUMENTED ON APPLICATION. COPIES OF UTILITY BILLS ARE REQUESTED FOR UTILITY ASSISTANCE REQUESTS. GRANTEES PRESENT A FORM OF ID WHICH IS USED AS VERIFICATION AND A COPY IS SUBMITTED WITH APPLICATION. APPLICATIONS FOR ASSISTANCE ARE REVIEWED BY A COMMITTEE OF AT LEAST 3 STAFF MEMBERS. APPLICATIONS MUST BE APPROVED BY AT LEAST 2 STAFF MEMBERS TO BE SUBMITTED WITH A CHECK REQUEST. RECORDS ARE KEPT FOR 10 YEARS. X 7 6252851 FMV X 1 140918 FMV X PPP LOAN FORGIVENESS 1 984736 FMV X SUPPLIES AND BEVERAGES 2 104197 FMV 0 1 1 PART I, LINE 32B: THE ORGANIZATION ACCEPTS VEHICLE DONATIONS THROUGH CAR EASY LOCATED AT 4669 MURPHEY CANYON RD, SUITE 220, SAN DIEGO, CA 92123. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY MANAGEMENT AND SHARED WITH THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA (CCDSR) IS COMMITTED TO PREVENTING THE ENRICHMENT OF INSIDERS THROUGH THE ADOPTION AND ENFORCEMENT OF A CONFLICT OF INTEREST POLICY CONSISTENT WITH STATE LAWS AND REGULATIONS. ADHERING TO A WELL-DEFINED CONFLICT OF INTEREST POLICY WILL HELP CATHOLIC CHARITIES PREEMPT EVEN THE PERCEPTION THAT RESOURCES ARE BEING USED FOR PERSONAL GAIN BY BOARD MEMBERS, STAFF MEMBERS, AND VOLUNTEERS OF CCDSR. THIS OVERSIGHT WILL PROVIDE ORGANIZATIONAL PROCEDURES WITH STRATEGIES THAT WILL HELP AVOID THE APPEARANCE OR ACTUALITY OF PRIVATE BENEFIT TO INDICIDUALS WHO ARE IN A POSITION OF SUBSTANTIAL AUTHORITY AND WILL ENSURE THAT CONTACT AND BUSINESS ARRANGEMENTS SERVE THE ORGANIZATION'S AND SERVICE RECIPIENT'S BEST INTRESTS, NOT PRIVATE INTEREST. A PERSONAL OR FINANCIAL INTEREST OR INVOLVEMENT BY A BOARD MEMBER, STAFF MEMBER, OR VOLUNTEER IN ANY CUSTOMER, CLIENT, COMPETITOR, OR SUPPLIER OF CCDSR, INCLUDING OUTSIDE EMPLOYMENT OR CONSULTING, IS CONSIDERED A POTENTIAL CONFLICT OF INTEREST. IF A BOARD MEMBER, STAFF MEMBER, VOLUNTEER, OR CONTRACTOR OR ANY OF HIS OR HER CLOSE RELATIVES (SPOUSE, DOMESTIC PARTNER, CHILD, SISTER, BROTHER, PARENT, GRANDPARENT, SPOUSE OF A CHILD, IN-LAWS, OR SPOUSE OF A BROTHER OR SISTER) HAS, OR IS CONSIDERING HAVING, A PERSONAL OR FINANCIAL INTEREST IN A CUSTOMER, CLIENT, COMPETITOR, OR SUPPLIER OF CCDSR, OR REAL ESETATE ADJACENT TO A CCDSR LOCATION, THE BOARD MEMBER, EMPLOYEE, STAFF MEMBER, OR CONTRACTOR MUST DISCLOSE THE INTEREST OR RELATIONSHIP TO THE BOARD PRESIDENT OR CHAIR OF THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR, OR IMMEDIATE SUPERVISOR OF CCDSR. FURTHERMORE, BOARD MEMBERS, EMPLOYEES, VOLUNTEERS, OR CONTRACTORS MAY NOT GIVE OR ACCEPT GIFTS, LOANS, OR FAVORS FROM PERSONS HAVING BUSINESS RELATIONSHIPS WITH CCDSR. THE RECEIPT OR GIVING OF SMALL GIFTS OR CASUAL ENTERTAINING FOR BUSINESS PURPOSES, HOWEVER, IS NOT PROHIBITED. FAILURE TO PROMPTLY DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO THE BOARD PRESIDENT OR CHAIR OF THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR, OR IMMEDIATE SUPERVISOR OF CCDSR MAY RESULT IN DISCIPLINE, UP TO AND INCLUDING DISMISSAL. WHENEVER THESE ISSUES ARISE, THE BOARD PRESIDENT OR CHAIR OF THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR, OR IMMEDIATE SUPERVISOR OR CCDSR MUST BE CONTACTED TO REVIEW THE ISSUE. CCDSR RESERVES THE RIGHT TO DETERMINE WHETHER ANY RELATIONSHIP REPRESENTS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST IN VIOLATION OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT BOARD COMMITTEE, USING COMPARABILITY DATA, SETS COMPENSATION AND DOCUMENTS DISCUSSIONS AND DECISIONS CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C THERE IS NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. FORM 990, PART V, LINE 14(B) THIS ORGANIZATION DOES NOT OFFER OR PROVIDE TANNING SERVICES. FORM 990, PART XI, LINE 8 EFFECTIVE WITH THE 2021 TAX RETURN, AMOUNTS ARE REPORTED ON A CONSOLIDATED, RATHER THAN A SEPARATE, BASIS. CARITAS HOMES ONE LLC 987 AIRWAY COURT SANTA ROSA CA 95402 HOLD PARTNERSHIP INTEREST IN LOW INCOME HOUSING CA THE ROMAN CATHOLIC BISHOP OF SANTA ROSA 985 AIRWAY COURT SANTA ROSA CA 95402 941530038 DIOCESE OF SANTA ROSA CA 501(C)(3) 170(B)(1)(A)(VI) 0 DIOCESE OF SANTA ROSA PO BOX 1297 SANTA ROSA CA 95402 942509590 DIOCESE OF SANTA ROSA CA 501(C)(3) 170(B)(1)(A)(VI) 0 CARITAS CENTER QALICB 987 AIRWAY COURT SANTA ROSA CA 95402 854085935 DIOCESE OF SANTA ROSA CA 501(C)(3) 509(A)(3) TYPE III 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0