2025-05-15T17:54:46-05:00 2024-06-30 860750225 Keegan Linscott & Associates PC 3443 N Campbell Avenue Suite 115 Tucson AZ 85719 990 2023-07-01 860100880 Catholic Community Services of Southern Arizona Inc CATH 5206230344 268 W Adams St Tucson AZ 85705 Beth Frantz CFO 5206230344 2025-05-15 1 1 Carla J Keegan P00596839 5208840176 2023 2025-03-06 01:10:19Z Beth Frantz 268 W Adams St Tucson AZ 85705 44097025 0 0928 X www.ccs-soaz.org X 1933 AZ We strengthen children, adults, families and communities by providing help, creating hope and serving all. 20 20 562 894 0 0 10425822 5363621 28545652 25611280 2036969 565449 1189517 1407174 42197960 32947524 0 0 0 0 18564628 20954249 0 0 465776 12942016 12927658 31506644 33881907 10691316 -934383 32368773 30322696 5074281 3863226 27294492 26459470 X Catholic Community Services provides a wide range of services and programs to children, older adults, individuals, families, and people with disabilities. These program and services have specific goals for each group and CCS reviews the programs for outcomes and outputs each year. 0 0 8901148 8061235 Services for the Disabled: Programs for persons with disabilities strive to maximize independence for Deaf, DeafBlind, people with hearing loss, or those with development disabilities. 270 Deaf and DeafBlind people received 2,160 hours of case management, 26 people received 1,584 hours of counseling. Community Living Program provided residential living support for 34 individuals with disabilities, ranging from a few hours each day to 24-hour comprehensive care in a licensed group home. 7176991 6500449 Family and Children's Services: The goal of Catholic Community Services' Family and Children's Services is to help build strong and healthy families in which children are protected, happy and thriving. CCS helps meet immediate/fundamental needs, helps those in transition to become stable; and supports families as they achieve strong, secure, and independent lives. These programs are provided in a variety of locations with varied goals. Pio Decimo Center provided 9,766 individuals with food, clothing, and household items. 29 families were helped with transitional housing and 652 clients benefitted from housing counseling. 177 families were kept in their homes through rental assistance. Grant funds in excess of $298,000 were used to help families avoid homelessness. CCS programs for children/families included: child abuse prevention; 1377 supervised visits between parents and children, 403 parents supported in addiction treatment to achieve permanency with their children; 131 children in foster family care; supervised visitation; low-cost day care and after school programs. The volunteers and staff in the tax services program prepared over 15,922 tax returns for low-income families, resulting in over $14.5 million in tax refunds. 6921179 5814410 Casa Alitas: CCS worked with 289,877 legally processed asylum seekers. Additionally, help was provided to 1,013 individuals seeking immigration consultation services, citizenship applications or settlement services. 3356362 3792359 Nutrition: 247,460 meals for elderly and disabled individuals were provided through Catholic Community Services' home-delivered meal program and congregate nutrition centers throughout Southern and Western Arizona. In addition to the balanced and nutritious meals, the home-delivered meal program brings a friendly visitor to check on everyone's wellbeing. 601672 540486 Aging: Congregate centers provide social interaction and exercise for seniors. Older adults received 22,925 hours of care in our Adult Day Health Center. CCS also assists 136 low- and middle-income seniors with safe and affordable housing at Barrio Viejo Elderly Housing and Casitas on East Broadway. Thirty-five seniors received Adult day health services. 441180 161784 Medical Services: CCS opened a Medical Respite facility in May 2024 to serve people with housing insufficiency who are recuperating from surgery. The Medical Respite center has the capacity to house 48 guests while they recuperate. 1516306 740557 Other Programs: CCS provided therapeutic services for a total of 3,301 hours. Domestic Violence prevention and intervention services assisted 474 individuals for a total of 15,232 shelter nights. Community-based services for this same group were provided with 2,516 hours of advocacy.CCS oversees two ministries, one to nursing homes and the other to prisons and detention centers. The St. Jeanne Jugan Ministry for Elders focused on a remote program to provide end of life planning as both a direct service and as a training model to expand this program to staff of parishes. 5915520 5235186 28914838 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 1 1 0 0 0 1 245 0 1 562 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X The Organization 5206230344 268 W Adams St Tucson AZ 85705 Anthony Fonze President 3.00 3.00 X X 0 0 0 Sharon Walk Vice President 3.00 X X 0 0 0 William Marra Treasurer 3.00 X X 0 0 0 Donna Zazworsky Secretary 3.00 X X 0 0 0 Maryann Hockstad Past President 3.00 X 0 0 0 Susan Cordts Director at Large 3.00 X 0 0 0 Howard Richard Director at Large 3.00 X 0 0 0 Samantha Ansinelli JD Board Member 3.00 X 0 0 0 Bridget Bell Board Member 3.00 X 0 0 0 George Bradbury Board Member 3.00 X 0 0 0 Thomas DuPlain Board Member 3.00 X 0 0 0 Elena B Bellizzi d'Autremont Board Member 3.00 X 0 0 0 Charles Geoffrion Board Member 3.00 3.00 X 0 0 0 Mariana Gonzalez Board Member 3.00 X 0 0 0 Patricia Harms Board Member 3.00 X 0 0 0 Alex Horvath Board Member 3.00 X 0 0 0 Felicia Johnson Board Member 3.00 3.00 X 0 0 0 Richard Koo Board Member 3.00 X 0 0 0 Anne Terry Morales Board Member 3.00 3.00 X 0 0 0 Sr Irma Odabashian CSJ Board Member 3.00 X 0 0 0 Kimberly O'Hagan Board Member 3.00 X 0 0 0 Cicely O Parseghian Board Member 3.00 X 0 0 0 Elena Dwyre CEO 37.00 3.00 X 183860 0 19094 Jesus Fernandez CFO 39.50 0.50 X 156429 0 17226 Catherine Coulter Executive Director 40.00 X 140515 0 16552 Theresa Cavendish COO 40.00 X 132575 0 22175 Joseph Leisz Executive Director 40.00 X 130904 0 17427 Eva Mendez-Counts Executive Director 40.00 X 119992 0 25376 Beverly L Sawyer Executive Director 40.00 X 120389 0 9804 George A Rushing Executive Director 40.00 X 118273 0 69 Marguerite Harmon Former CEO 37.00 3.00 X 110483 0 3764 1213420 0 131487 9 1 1 0 ROBERT CAYLOR CONSTRUCTION COMPANY 2 E CONGRESS SUITE 900 TUCSON AZ 85701 CONSTRUCTED A BUILDING 5579109 VET-SEC PROTECTION AGENCY 7206 NORTH 55TH AVENUE GLENDALE AZ 85301 SECURITY EMPTY BUILDING 1198068 AMADO LAUNDRY SERVICE LLC 32 W WHITEHEAD LANE AMADO AZ 85645 LAUNDRY 378813 MACFARLANE JAMES 824 TRUMAN STREET NE ALBUQUERQUE NM 87110 INTERPRETING 134299 4 218436 20046 418681 4706458 47171 5363621 Program Services Fees 624200 25611280 25611280 25611280 328982 328982 8040870 3316475 7805203 3315675 235667 800 236467 236467 48912 20046 28623 20289 20289 Other Income 900099 950631 950631 Sale of Interpreting Line of Serv 900099 436254 436254 1386885 32947524 25611280 0 1972623 X 385656 45367 340289 15943902 13952961 1763333 227608 961066 867817 84145 9104 2243410 1931055 281126 31229 1420215 1297841 102491 19883 24623 24623 5082268 4082272 960497 39499 1527054 1264887 262167 2401 2401 673571 545952 87854 39765 Supplies 3098167 2986912 76703 34552 Equipment 793894 450225 332467 11202 Other Operating Expense 665001 521243 96463 47295 Transportation 614264 525570 83055 5639 446415 442736 3679 33881907 28914838 4501293 465776 5769334 1365276 2541 2555 6640572 4114517 18864 14664 54671 87477 24976585 10858364 9354794 14118221 7333186 7192748 3194811 3427238 32368773 30322696 3015176 2139666 1681558 1411263 377547 312297 5074281 3863226 X 16740387 20856853 10554105 5602617 27294492 26459470 32368773 30322696 -934383 99361 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94570 94570 94570 94570 91496 3074 94570 91496 91496 91496 91496 1.00000 0 0 856132 856132 20587717 8289847 12297870 3294354 2476164 818190 238382 92353 146029 14118221 Property held for sale 3150819 Operating lease right-of-use assets 276419 3427238 Operating lease liabilities 282683 Finance lease lieabilites 29614 312297 X Part V, Line 4: The Organization's endowments were established to support, further, and enhance the mission of the Organization. Part X, Line 2: The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code, as confirmed by a determination letter issued by the Internal Revenue Service, and is classified as other than a private foundation under IRC Section 509(a)(1). Accordingly, no provision is made in the accompanying consolidated financial statements for federal and state income taxes. Income from certain activities not directly related to the Organization's tax exempt purpose, however, may be subject to taxation as unrelated business income. Management is not aware of any matters which would cause the Organization to lose its tax-exempt status. Management has considered its tax positions and believes that all of the positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Organization's returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed. The Organization recognizes interest and penalties related to unrecognized tax benefits in general and administrative expenses and accrued expenses in the accompanying consolidated financial statements. During the years ended June 30, 2024 and 2023, the Organization did not recognize any interest and penalties. Toast to Hope 62512 13600 48912 2000 16600 1050 2527 Wine with Us 6446 6446 6446 68958 20046 48912 2000 23046 1050 2527 28623 20289 X X 0 0 0 0 0 0 0 0 0 Elena Dwyre CEO 183860 0 0 0 0 0 0 0 19094 0 202954 0 0 0 Jesus Fernandez CFO 156429 0 0 0 0 0 7575 0 9651 0 173655 0 0 0 Catherine Coulter Executive Director 140515 0 0 0 0 0 6755 0 9797 0 157067 0 0 0 Theresa Cavendish COO 132575 0 0 0 0 0 6764 0 15411 0 154750 0 0 0 Marguerite Harmon Former CEO 110483 0 0 0 0 0 2253 0 1511 0 114247 0 0 0 Amado Laundry Service LLC Casa Alitas program director is son of owner of Amado Laundry Services LLC CCS disclosed on its 2022 Form 990 that it was investigating a potential excess benefit transaction related to a late 2023 vendor contract.The son of the owner of Amado Laundry Service, LLC (Amado) was employed by CCS as the director of CCS' Casa Alitas program. In that role, he was directly responsible for administering Amado's service relationship with CCS. CCS was not aware that this director was related to Amado's ownerbut once the conflict was identified by CCS executives, CCS notified Pima County and immediately obtained several bids for similar services. Unfortunately, it was discovered that the market rate for similar laundry services is lower than Amado was charging. Giving Amado the benefit of the doubt, CCS recognizes that Amado was responding to emergency demand within the Casa Alitas program and that rates have changed since services were initiated. CCS did not pay any further Amado statements to avoid increasing the excess benefit amount. The excess benefit amount takes into consideration the exigency of the situation by allowing Amado's initially higher billings, which should have been later reduced to market rates. In addition to the former director of CCS' Casa Alitas program, CCS' former chief operations officer was aware of this. Their employment was terminated immediately upon completion of CCS's internal investigation, as were the contractor services provided by Amado. 0 Amado Laundry Service LLC Casa Alitas program director is son of owner of Amado Laundry Services LLC. 430027 Laundry services for Casa Alitas program. 0 X 5 8790 FMV X 0 7862 Cost and FMV X Supplies 0 24073 Cost and FMV X Fundraising Event Supplies 1 6446 FMV 0 0 0 1 Part I, Column (b): The amounts listed for donations of food and supplies consists of many individual, group, and organization donations. Tracking the numbers of donations throughout the year is impracticable, therefore the organization does not do so. Part I, Line 32b: For donated vehicles, the organization works with a third party organization that manages car donations for nonprofit organizations. Form 990, Part VI, Section A, line 6 The organization has one member. The person who holds the office of Bishop of the Roman Catholic Church, Diocese of Tucson is the Member of this organization. Form 990, Part VI, Section A, line 7a The Executive Committee nominates potential Directors for the Board, subject to the approval of the Member, for subsequent election by the Board of Directors. The Member has the power to remove any member of the Board of Directors and any Officer of the organization or nominees for such positions, for cause when the best interest of the organization will be served by such removal. Form 990, Part VI, Section A, line 7b Articles of Incorporation and the Bylaws of the organization may not be revised, amended, restated or suspended without approval of the Member. The CEO of the organization is appointed by the Board of Directors, subject to the approval of the Member. Form 990, Part VI, Section B, line 11b Draft copy of tax return distributed to Board members for review and comment. Form 990, Part VI, Section B, line 12c Officers, directors and key employees are required to disclose annually any interests that could give rise to conflict. Form 990, Part VI, Section B, line 15a CCS uses a compensation calculator set up by compensation consultant. Form 990, Part VI, Section C, line 19 Available upon request. Form 990, Part IX, line 11g Outside and Professional Fees : Program service expenses 2,290,450. Management and general expenses 959,163. Fundraising expenses 39,499. Total expenses 3,289,112. Contract Services : Program service expenses 1,791,822. Management and general expenses 1,334. Fundraising expenses 0. Total expenses 1,793,156. CCS Housing Partners LLC 140 W Speedway Suite 230 Tucson AZ 85705 201326548 real estate AZ Diocese of Tucson 111 S Church Avenue Tucson AZ 85702 860133391 Roman Catholic Diocese for Southern Arizona AZ 501(c)(3) 170(b)(1)(A)(i) 0 CCS Foundation 268 W Adams St Tucson AZ 85705 204044791 Fundraising to support Catholic ministries AZ 501(c)(3) 170(b)(1)(A)(i) 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Catholic Community Services Foundation D 243695 Cash value