2022-05-16T12:10:55-05:00 2021-06-30 770051130 Abbott Stringham & Lynch 1901 S Bascom Ave Ste 105 Campbell CA 95008 990 2020-07-01 942762269 Catholic Charities of Santa Clara County CATH 4084680100 2625 Zanker Road San Jose CA 951342107 Jenny Ho CFO 4084680100 2022-05-13 1 Jenny Ho 999009999 Sheba B Dalaney P00351252 4083778700 2022-05-13 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z Gregory Kepferle 2625 Zanker Road San Jose CA 951342107 52910988 0 0928 X www.catholiccharitiesscc.org X 1981 CA Social Services providing a number of services such as: Mental Health for Adult, Youth and Older Adults, Refugee Program, Refugee Foster Care, Immigration Legal Services, Inmate Services, CORAL After School Programs, Youth Center, Senior Nutrition Program, and Disaster Relief recovery from flood damage and Shared Housing. 19 18 568 420 0 0 36838979 49530774 3350311 2376046 259936 212008 496768 541074 40945994 52659902 3914329 5798762 0 0 26242706 28328130 0 0 1566897 10123436 17015579 40280471 51142471 665523 1517431 30980737 37221303 8276499 9625227 22704238 27596076 X Catholic Charities of Santa Clara County serves and advocates for families and individuals in need, especially those living in poverty. Rooted in gospel values, we work to create a more just and compassionate community in which people of all cultures and beliefs can participate. 0 0 17456803 68823 12773724 Children, Youth and Family Development:The Children, Youth and Family Development serves all ages through a community based approach. Children, Youth and FamilyServices under this segment empowers participants to improve their education, health, and family relationships to strengthen their resiliency and prevent poverty.CORAL (Communities Organizing Resources to Advance Learning) is an after-school enhanced learning program at over twenty San Jose public schools. CORAL focuses on improving student achievement through balanced literacy and enrichment activities, including STEM.Family Resource Centers (FRC) The Organization runs eleven FRCs for First 5 Santa Clara County to support families and the healthy development of their children ages 0-5 years. The program includes parenting workshops plus community engagement and education activities.New Beginnings provides opportunities for parents of children ages 0-3 to enjoy interactive early learning activities with their newborns/infants.The Franklin-McKinley Children's Initiative is a place-based anti-poverty strategy focused on helping every child in the Santee and Seven Trees neighborhoods succeed from cradle to career through creating a strong and safe neighborhood, strengthening educational opportunities, and strengthening families through a community-based coalition.Youth Empowered for Success provides services to strengthen resilience of youth and young adults through difficult life circumstances. Programs include BEST, ProGRIP/SES, WUYC and Spartan-Keyes.Building Everyone's Strengths Together (BEST) provides gang prevention and intervention services to at risk youth. This program works with community partners to conduct ongoing prevention/intervention and truancy outreach to identify youth who exhibit high-risk behaviors including gang involvement, conflict/violence, school absence and drop out, substance abuse, and other negative behaviors.Probation - Gang Reduction Intervention Services/SES in collaboration with BHS provides intensive case management to youth on probation to prevent reengagement with the criminal justice system.Washington United Youth Center (WUYC) and Spartan-Keyes Youth Center offer structured after school programming and a caring environment to youth and their families through recreation, group educational activities and cultural enrichment programs. Also available are information and referral services for families in crisis and living in poverty. On-site services were suspended in March 2020 due to the pandemic.Cathedral Social Ministries includes The Window and Bridges of Hope. The Window provides free mailboxes, sandwiches, information and referral and connections for unhoused individuals to apply for shelter. Bridges of Hope is a post-release service through a faith-based collaborative that assists those released from incarceration with re-integrating into society with jobs, housing, and a faith community while in transition and rebuilding their lives.Older Adult Services:Older Adult Services assists seniors to maintain health and wellness through multiple programs.Long-Term Care Ombudsman Program advocates for frail, chronically ill residents in all nursing homes and residential care/assisted living facilities in Santa Clara County. This program responds to, investigates, and seeks fair resolution of complaints, including allegations of elder abuse and violations of residents' rights.Senior Nutrition Program offers socialization and hot nutritious meals for seniors (age 60 and over) five days a week at Catholic Charities Eastside Neighborhood Center and John XXIII Multi-Service Center in San Jose. Programs shifted to grab and go meals in March 2020 due to pandemic restrictions.Senior Programs at Neighborhood Centers offers educational classes, recreation and wellness activities for older adults in a culturally responsive environment. Services include English as a second languageclasses, citizenship information and referral, health screening and monitoring, wellness education, computer training, daily noon meals, weekly grocery bags, exercises such as tai chi, dances, health education, and cultural celebrations at John XXIII and Eastside Neighborhood Center. On-site services were suspended in March 2020 due to pandemic restrictions. Wellness calls and outdoor activities continued. 11521583 1334442 4443392 Emergency Programs and Housing Services:Housing Services provides emergency rental assistance and enrollment assistance to prevent evictions and prevent homelessness. Since the onset of the pandemic the program has been providing rental assistance and enrolment assistance to families affected by the pandemic and economic crisis. The House Sharing Program is designed to expand affordable housing options for Santa Clara County residents through the use of underutilized homes, providing stability for community members with varying income levels, such as seniors, persons on fixed incomes, working individuals, transitional youth, students, and veterans. Services significantly declined due to the pandemic. Disaster Recovery Services serves people of all ages and backgrounds through a client-centric approach during emergencies, including both natural and manmade disasters, as well as vulnerable communities impacted by the housing crisis in Santa Clara County. The program assists disaster survivors with emergency and transitional housing assistance, financial assistance, and assistance with transportation and case management services to restore them to self-sufficiency. Since March 2020 and the onset of the pandemic, the program has assisted with significantly expanded food distribution to families affected by the pandemic and economic crisis. 5796555 2246249 6426082 Refugee Foster Care:Refugee Foster Care trains and supports persons who want to become foster parents. The program matches unaccompanied refugee minors with host foster families in Santa Clara County and nine counties in the Bay Area. 10496923 2149248 9706236 Economic Development Services:Economic Development Services enables participants to move out of poverty and toward self-reliance.Employment Network provides comprehensive job readiness, pre-employment, job placement, job retention, and job upgrade services to people with mental illness and those formerly incarcerated through Focus for Work and Right Directions programs.Focus for Work provides individual and group employment preparation services, job development services, and post-employment support for adults diagnosed with mental illness.Right Directions provides individual and group employment preparation services, job development services, and post-employment support for adults re-entering from jail or prison.Financial Education Services enables clients to acquire basic financial literacy and move toward establishing economic stability through effective money management and budgeting. It includes free financial education programs for low-income individuals and families.Supportive Housing Services at Charities Housing Development Corporation (CHDC) provides service coordination, supportive services and referrals for residents of CHDC units.Immigration Legal Services are fully accredited by the federal Board of Immigration Appeals to provide professional legal consultations and a full range of immigration legal services for low-income people throughout Santa Clara County. Services include family visas, fianc/e-visa, adjustment of status, employment authorization, re-entry permit and advance parole, political asylum, special immigrant juvenile, religious visa, family unity, Temporary Protected Status (TPS), Violence Against Women's Act (VAWA), Nicaraguan Adjustment and Central American Relief Act (NACARA), inadmissibility waivers, removal defense, representation, Freedom of Information Act requests, citizenship information and applications, photos and fingerprinting, DACA services and education, and legal services to Unaccompanied Immigrant Children.South County Citizenship Services offers sliding scale citizenship services in Gilroy, Morgan Hill and San Martin, California. Citizenship services include application assistance, interview preparation, legal assistance or referral to legal assistance. Free South County Citizenship Days are held twice a year.Behavioral Health Services: Behavioral Health Services works to improve the wellbeing of our participants through mental health and case management services.CalWORKs Health Alliance is a multicultural outpatient mental health and substance abuse program for CalWORKs participants that helps improve personal and family issues that may keep them from finding economic and emotional self-sufficiency.Family and Children Services offers outpatient services for children who are seriously and emotionally disturbed and their families. Services include psychiatric evaluations, medical monitoring, therapy, prevention and early intervention, case management and family support, including supervised and home visits. Programs include: Children's Counseling; Kindred Souls, Prevention and Early Intervention, and Baby Steps.Older Adult Services: Golden Gateway provides case management and mental health services, including medication support, to older adults who are experiencing chronic emotional problems. Golden Gateway also develops support groups and educates family members and community service providers about helping older adults with mental health conditions.Kinship Resource Center provides comprehensive services and support to grandparents and other relatives who are raising the family's children. Services include case management, health assessments, support groups, respite care, recreation, information and referral, education seminars and assistance with legal guardianship packets, as well as an Independent Living Program for youth moving out of kinship care.Inmate Supportive Services (ISS) at the county's two adult correctional facilities responds to inmate requests for books, eyeglasses, notary services, probation-required legal documents, requests for family contacts, family requests for information or items for the inmates, information from community/other legal services and resource information.Transitioning Off and Preventing Placement (TOPP) provides mental health services to youth ages 5 to 18 in Santa Clara County. Clients cannot have Medi-Cal and must either be uninsured or have private insurance that does not meet their needs.ProGRIP/SES - Probation - Gang Reduction Intervention Program and Support Enhancement Services provides mental health and case management support for youth on probation.Advocacy and Community Engagement:Advocacy and Community Engagement coordinates the Organization's partnerships with parishes, volunteer services, support for adults with disabilities, and advocacy efforts.Parish Engagement convenes and trains parish leaders and peer volunteers to strengthen the network of parish-based services with the Organization's resources and other parishes in order to alleviate, prevent, and reduce poverty. Parish Engagement seeks to serve the residents of 95122 through accompaniment services where volunteers spend 4 hours of their month with residents who are in need of service navigation and a loving committed presence in their lives. Through a mutually transformative experience, volunteers and clients work together to overcome barriers to poverty - together. Since the pandemic, the program has expanded to multiple parishes.Handicapables provides peer support, spirituality and enrichment for adult disabled individuals.Volunteer Services recruits, on boards and connects volunteers with the Organization's multiple volunteer opportunities. 10496923 2149248 9706236 45271864 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 259 0 1 568 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 19 18 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Jenny Ho 4083255115 2625 Zanker Road San Jose CA 95134 Gregory Kepferle Chief Executive Officer 40.00 X X 267999 0 51140 Brian Baer Secretary 3.00 X X 0 0 0 Susan Bishop Board Member 2.00 X 0 0 0 Wendy Brennan Board Member 3.00 X 0 0 0 Jerry Buday Board Member 3.00 X 0 0 0 Bishop Oscar Cantu Chairman 3.00 X X 0 0 0 Fr Hao Dinh Board Member 2.00 X 0 0 0 Yvette Durazo Board Member 2.00 X 0 0 0 Patrick Dupuis Board Member 10.00 X 0 0 0 Fran Harvey Board Member 3.00 X 0 0 0 Lisa Kloppenberg Board Member 2.00 X 0 0 0 Judy Marcus Board Member 2.00 X 0 0 0 Brian Mooney Board Member 2.00 X 0 0 0 Kathleen Muller Board Member 2.00 X 0 0 0 James Otieno Board Member 2.00 X 0 0 0 Michael Pope Board Member 3.00 X 0 0 0 Paul Sanchirico Vice President 10.00 X X 0 0 0 William Sullivan Board Member 2.00 X 0 0 0 Agnieszka Winkler President 10.00 X X 0 0 0 Fattaneh Louise Aryapour Chief Financial Officer 40.00 X 244383 0 33431 Susan Taylor Chief Development Officer 40.00 X 210589 0 56782 Sara Reyes Sr. Director Children, You 40.00 X 153182 0 44659 Julio C Monterrey Psychiatrist 40.00 X 248933 0 0 David Russo Sr. Director of Planned Gi 40.00 X 163731 0 20743 Kavita Vora Controller 40.00 X 150171 0 41366 Michael Mancini Division Director 40.00 X 139642 0 17875 LaDonn R DuBois Sr. Director of Communications 40.00 X 122999 0 22533 1701629 0 288529 25 0 1 0 Moonchef LLC 945 Sacramento St San Francisco CA 94108 Catering Services 451912 St Andrew's Residential Programs for Yo 811 Sherman Oaks Dr San Jose CA 95128 Transitional housing for refugee kids 419483 Swenson Development & Construction 715 N First Street 27 San Jose CA 95112 Cleaning services 276200 Abbott Stringham & Lynch 1901 S Bascom Ave Ste 105 Campbell CA 95008 Audit and Tax 176995 Valley Teen Ranch 2610 W Shaw Ln 105 Fresno CA 93711 Social Services 168420 7 8381 177567 30973650 18371176 11534081 49530774 Program Service Fees 900099 2376046 2376046 2376046 212768 212768 115261 0 115261 115261 115261 219311 220071 -760 -760 -760 80328 177567 31015 49313 49313 Other Income 900099 376500 376500 376500 52659902 2867807 0 261321 537326 537326 5261436 5261436 1071853 186798 611038 274017 21984442 19505992 1718916 759534 803663 728601 48541 26521 2445808 2217369 147727 80712 2022364 1757576 184114 80674 40496 40496 181120 181120 26518 26518 1647795 1080719 394953 172123 43928 21697 22231 1674369 1497295 77706 99368 90467 71026 15198 4243 351605 223171 114144 14290 213209 206754 6000 455 44297 39094 4900 303 53945 53945 517426 232715 280596 4115 432864 298051 119969 14844 Distributed Food 11151792 11151792 Equipment 190038 149184 31935 8919 Reserves 122000 38015 82997 988 Other Employee Expenses 100801 31410 68575 816 132909 35843 72091 24975 51142471 45271864 4303710 1566897 6833231 7943391 135191 257751 5355128 7759335 169256 165262 14407742 11302005 3455049 3105737 67233 76769 14793299 17731891 172350 181167 30980737 37221303 3118066 4344728 243390 370720 4899900 4899900 15143 9879 8276499 9625227 X 6224346 7793140 16479892 19802936 22704238 27596076 30980737 37221303 1517431 3374407 0 X X 0 1 X 1 1 1 X 33910996 32022863 33126838 33317793 49530773 181909263 33910996 32022863 33126838 33317793 49530773 181909263 181909263 344281 388681 427251 427655 328029 1915897 13505 33358 38083 230049 360315 675310 184500470 12889508 0.98600 0.98600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10900498 15193 2789005 655690 13049006 10705785 15115 552924 373326 10900498 10429452 27343 610720 361730 10705785 10001496 33205 812975 418224 10429452 9197554 88068 1044405 328531 10001496 0.46000 0.54000 1 0 1153757 1153757 7573501 6569583 1003918 2837721 2113432 724289 1282737 1114996 167741 1560026 1503994 56032 3105737 CBIS CUIT Balanced Fund 3140296 F CBIS CUIT Balanced Fund 4955022 F Catholic Community Foundation 9636573 F 17731891 Annuity/Life Ins Obligations 9879 9879 X 56007791 3374407 3374407 52633384 26518 26518 52659902 51115953 0 51115953 26518 26518 51142471 Part X, Line 2: The Organization has been granted tax-exempt status by the Internal Revenue Service (Section 501(c)(3)) and the California Franchise Tax Board (Section 23701d). The Organization is registered with the Registry of Charitable Trusts of the Office of the Attorney General of the State of California. The Organization qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization other than a private foundation under Section 509(a)(2). The Organization is subject to a tax on income earned from any unrelated business activity. The Organization does not believe it has any unrelated business taxable income that should have been reported for tax purposes. The Organization has adopted the accounting standard related to uncertainties in income taxes. The Organization evaluates uncertain tax positions through its review of the source of revenue to identify unrelated business income and certain other matters, including those which may affect its tax exempt status. Management believes their estimates related to income tax uncertainties are appropriate based on the current facts and circumstances. The Organization's federal Returns of Organization Exempt from Income Tax (Form 990) for years ended June 30, 2018 and after are subject to examination by the IRS, generally for three years after they are filed. The Organization's state returns (Form 199) for the years ended June 30, 2017 and after could be subject to examination by state taxing authorities, generally for four years after they are filed. Golf Tournament 217395 177567 39828 31015 Bocce Tournament 40500 40500 257895 177567 80328 31015 31015 49313 1 Asian Law Alliance 991 West Hedding Street Ste 202 San Jose CA 95126 942439581 501(c)(3) 51670 General support Center for Employment Training 701 Vine Street Ste 115 San Jose CA 95110 941658311 501(c)(3) 51670 General support Community Legal Services in East Palo Alto 1861 Bay Road East Palo Alto CA 94303 223866910 501(c)(3) 49445 General support Diocese of San Jose The Chancery 1150 North First Street Ste 100 San Jose CA 95112 942734503 501(c)(3) 66141 General support International Rescue Committee 440 Grand Avenue 500 Oakland CA 94610 135660870 501(c)(3) 51720 General support Pangea Legal Services 391 Sutter Street San Francisco CA 94108 364748424 501(c)(3) 51670 General support Santa Clara University 500 El Camino Real Santa Clara CA 95053 941156617 501(c)(3) 60000 General support Sponsored Projects Office - Santa Clara University 500 El Camino Real Santa Clara CA 95053 941156617 501(c)(3) 51670 General support Step Forward Foundation PO Box 123 Morgan Hill CA 95038 208172439 501(c)(3) 51670 General support Services Immigrants Rights and Education Network 1425 Koll Circle Ste 108 San Jose CA 95112 770487468 501(c)(3) 51670 General support 10 Financial Assistance 242 1288728 Other General Assistance 391 349721 Rental Assistance 529 3622987 Part I, Line 2: The Organization utilizes case managers to monitor the assistance provided to individuals and to ensure that the resources provided appropriately address the needs of the individuals. X X X 0 0 0 0 0 0 0 0 0 Gregory Kepferle Chief Executive Officer 267999 0 0 0 0 0 13433 0 37707 0 319139 0 0 0 Fattaneh Louise Aryapour Chief Financial Officer 244383 0 0 0 0 0 12133 0 21298 0 277814 0 0 0 Susan Taylor Chief Development Officer 210589 0 0 0 0 0 10955 0 45827 0 267371 0 0 0 Julio C Monterrey Psychiatrist 248933 0 0 0 0 0 0 0 0 0 248933 0 0 0 Sara Reyes Sr. Director Children, You 153182 0 0 0 0 0 8138 0 36521 0 197841 0 0 0 Kavita Vora Controller 150171 0 0 0 0 0 7825 0 33541 0 191537 0 0 0 David Russo Sr. Director of Planned Gi 163731 0 0 0 0 0 8216 0 12527 0 184474 0 0 0 Michael Mancini Division Director 139642 0 0 0 0 0 6610 0 11265 0 157517 0 0 0 X 74 162219 Auction Price X 4730 220069 Market Price X 7865789 11151793 Estimated Value 0 1 1 Part I, Line 32b: Vehicle Donation Program - Donor donates vehicle to agency. The administrative assistant within the division works with donor to provide pink slip, mileage, condition of vehicle and transfer of title to agency. The agency then works with a towing company to pick up the vehicle once title is transferred and the vehicle is auctioned or sold as scrap. Once this is done funds associated with the sale are given to Catholic Charities. At that point the assistant will give the donor a letter that represents the fair market value of the donated vehicle. Form 990, Part VI, Section A, line 7a The Bishop has the power to appoint the members of the governing body. Form 990, Part VI, Section B, line 11b A draft of the Form 990 is reviewed in detail by the CFO. After all questions have been resolved, the CFO presents the draft along with the auditor to the CEO and audit committee for review, comment, and final approval. Once all of the audit committee's questions have been resolved, the revised form is presented to the full Board for approval. Form 990, Part VI, Section B, line 12c Annually in June, each board member is required to complete a questionnaire and return it to the board secretary. The secretary reviews the forms to verify that all members have completed and signed the form. Any issues noted are discussed with the full Board and the appropriate resolution documented. Form 990, Part VI, Section B, line 15 CEO and CFO - The Executive Board Committee utilizes a variety of resources in determining the appropriate compensation for officers and top management, including salary surveys and Forms 990 from similar sized and geographically located agencies. The committee also considers the individual's specific skills and the nature of the individual's responsibilities. Compensation is approved by the Executive Committee, for key employees - The compensation committee utilizes the same processes as the officers and top management. Compensation is approved by the compensation committee. Due to the COVID-19 pandemic, the compensation committee did not meet and the finance committee approved a one-time cost of living adjustment for all staff. Form 990, Part VI, Section C, line 19 The organization makes these documents available to the public on their website and upon request. Form 990, Part XII, Line 2c: The process has not changed from prior year. Charities Housing (under same group exemption) 1400 Parkmoor Ave San Jose CA 95126 770359848 Low Income Housing CA 501(c)(3) 7 0 Diocese of San Jose 1150 N First St San Jose CA 95112 942734503 Church CA 501(c)(3) 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 Charities Housing (under same group exemption) L 504733 Cost Diocese of San Jose P 534185 Cost Diocese of San Jose N 66141 Cost