2022-04-05T07:23:11-05:00 2021-06-30 560574444 CHERRY BEKAERT LLP 3800 GLENWOOD AVE SUITE 200 RALEIGH NC 27612 990 2020-07-01 830826329 OAK CITY CARES INC OAKC 9843449599 1430 S WILMINGTON STREET RALEIGH NC 27603 DR BRIAN KLAUSNER BOARD CHAIR 9843449599 2022-03-30 1 DR BRIAN KLAUSNER 999009999 AMANDA ADAMS P00748038 9197821040 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KATHRYN JOHNSON 1430 S WILMINGTON STREET RALEIGH NC 27603 1071934 0 X WWW.OAKCITYCARES.ORG X 2018 NC SEE SCHEDULE O 15 15 0 1463 0 0 1127565 1058948 0 0 64 159 108 -1307 1127737 1057800 0 0 0 0 0 330270 0 0 81593 736050 716644 736050 1046914 391687 10886 1830618 1824344 175051 157891 1655567 1666453 X OAK CITY CARES IS A PUBLIC-PRIVATE PARTNERSHIP THAT EXISTS TO SUPPORT THE SELF-DETERMINATION OF OUR NEIGHBORS EXPERIENCING HOMELESSNESS THROUGH TRUSTING RELATIONSHIPS AND CONNECTIONS TO COORDINATED SERVICES THAT INCREASE THEIR ABILITY TO BE SAFELY AND STABLY HOUSED. VISION: NO PERSON SHOULD EXPERIENCE HOMELESSNESS ALONE. OAK CITY CARES IS A GATHERING SPACE WHERE WE LISTEN TO, CONNECT WITH AND SERVE PERSONS AT-RISK OR EXPERIENCING HOMELESSNESS SO THEY CAN QUICKLY REESTABLISH A HOME. 1 0 296826 COORDINATED CARE PROGRAM: OAK CITY CARES' COORDINATED CARE PROGRAM SERVES AS A POINT OF ENTRY INTO HOMELESS AND HOUSING SERVICES FOR THOSE EXPERIENCING HOMELESSNESS AND HOUSING CRISES IN WAKE COUNTY. CARE COORDINATORS CONDUCT INTAKE ASSESSMENTS AND THEN CONNECT GUESTS TO EMERGENCY SHELTER, ONSITE MEDICAL AND BEHAVIORAL HEALTH PROVIDERS, MEDICAID AND SNAP BENEFITS, AND MANY MORE ONSITE SERVICES. THE GOAL OF THIS COORDINATED APPROACH IS TO MAKE HOMELESSNESS RARE, BRIEF, AND NON-RECURRING IN WAKE COUNTY. DURING THIS FISCAL YEAR, OAK CITY CARES PROVIDED A TOTAL OF 785 CARE COORDINATION SERVICES. 222259 WEEKEND MEALS PROGRAM: OAK CITY CARES SERVES ABOUT 1,000 MEALS EACH WEEKEND TO APPROXIMATELY 400 UNDUPLICATED INDIVIDUALS. MANY OF THESE INDIVIDUALS ARE EXPERIENCING HOMELESSNESS AND HAVE NO OTHER ACCESS TO FOOD/MEAL PROGRAMS DURING WEEKENDS, AND OTHERS ARE OUR COMMUNITY MEMBERS EXPERIENCING FOOD INSECURITY. DURING THIS FISCAL YEAR, OAK CITY CARES PROVIDED A TOTAL OF 33,392 MEALS. 163720 BASIC NEEDS PROGRAM: GUESTS OF OAK CITY CARES ARE PROVIDED WITH ACCESS TO SHOWERS, LAUNDRY, A HOSPITALITY AREA WITH COFFEE, COMPUTERS, AND CELL PHONE CHARGING STATIONS. VOLUNTEERS PLAY IMPORTANT ROLES BY HELPING PEOPLE FEEL A SENSE OF CONNECTION TO A COMMUNITY, HELPING TO RENEW HOPE. THESE SERVICES ARE ESSENTIAL FOR THOSE EXPERIENCING HOMELESSNESS TO MOVE THEM ON THE PATHWAY TO HOUSING. DURING THIS FISCAL YEAR, OAK CITY CARES PROVIDED 5,855 SHOWER SERVICES AND 2,905 LAUNDRY SERVICES. 682805 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 NC X KATHRYN JOHNSON 9843449599 1430 S WILMINGTON ST RALEIGH NC 27603 X DR BRIAN KLAUSNER CHAIR 3.00 X X 0 0 0 RICHARD MILLER-HARAWAY VICE-CHAIR 2.00 X X 0 0 0 THOMAS LINDGREN SECRETARY 2.00 X X 0 0 0 PABLO ESCOBAR TREASURER 3.00 X X 0 0 0 REV PAUL ANDERSON DIRECTOR 1.00 X 0 0 0 JAMES BRADLEY CRONE DIRECTOR 1.00 X 0 0 0 MICHAEL D'ERCOLE DIRECTOR 1.00 X 0 0 0 THOMAS GIPSON DIRECTOR 1.00 X 0 0 0 BARBARA GOODMON DIRECTOR 1.00 X 0 0 0 MICHELLE GRANT DIRECTOR 1.00 X 0 0 0 KIMBERLY JONES DIRECTOR 1.00 X 0 0 0 JOYCE KOHN DIRECTOR 1.00 X 0 0 0 BARKLEY SAMPLE DIRECTOR 1.00 X 0 0 0 JOEY SPENCER DIRECTOR 1.00 X 0 0 0 CASEY TURNER DIRECTOR 1.00 X 0 0 0 KATHRYN JOHNSON EXECUTIVE DIRECTOR/CEO 40.00 X 91581 0 11540 91581 0 11540 0 0 0 1 0 60387 384580 613981 18697 1058948 115 115 12871 12827 44 44 44 0 60387 1307 -1307 -1307 1057800 0 0 -1148 54083 36131 12172 5780 211604 141364 47624 22616 11695 7813 2632 1250 33000 22046 7427 3527 19888 13287 4475 2126 812 812 60367 60367 36177 35627 550 61045 35587 21959 3499 11791 11200 507 84 1523 395 923 205 41513 40201 1013 299 SHARED SERVICES 359437 240126 80895 38416 CLIENT ASSISTANCE 79201 79182 19 64778 55473 6083 3222 1046914 682805 282516 81593 1151226 864266 638999 476675 161287 1919 4775 3100 617 243201 88801 195913 154400 1785 0 1830618 1824344 11768 41461 116430 163283 0 175051 157891 X 1287162 1553112 368405 113341 1655567 1666453 1830618 1824344 10886 0 X 0 1 X 1 0 X 1849523 1127565 1058948 4036036 171558 507716 522947 1202221 2021081 1635281 1581895 5238257 896299 4341958 115 115 5238372 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 145346 72650 72696 97855 16151 81704 154400 X 1608454 549347 1307 550654 1057800 0 1057800 1597568 549347 1307 550654 1046914 0 1046914 PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY THE PROVISIONS OF U.S. GAAP FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES OAK CITY CARES CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AS OF JUNE 30, 2021 AND 2020. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED OAK CITY CARES HAD NO UNCERTAIN INCOME TAX POSITIONS AS OF JUNE 30, 2021 AND 2020. OAK CITY CARES IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 1,307. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSES 1,307. VIRTUAL FUNDRAISER 60387 60387 1307 60387 60387 1307 1307 -1307 0 0 0 0 0 0 0 0 0 KATHRYN JOHNSON EXECUTIVE DIRECTOR/CEO 91581 0 0 0 0 0 250 0 11290 0 103121 0 0 0 FORM 990, PART VII, QUESTION 5 KATHRYN JOHNSON, EXECUTIVE DIRECTOR/CEO OF OAK CITY CARES, INC., IS PAID BY AN AFFILIATED ENTITY, CATHOLIC CHARITIES OF RALEIGH. MS. JOHNSON HAD THE FOLLOWING COMPENSATION: W-2 REPORTABLE COMPENSATION: $91,581 OTHER BENEFITS FROM CATHOLIC CHARITIES OF RALEIGH: $11,540 IN ACCORDANCE WITH THE IRS INSTRUCTIONS FOR REPORTING COMPENSATION PAID BY AN UNRELATED ENTITY, THE ABOVE COMPENSATION IS DISCLOSED IN PART VII OF FORM 990 AS IF PAID BY THE FILING ENTITY. NOTE THAT CATHOLIC CHARITIES OF RALEIGH DOES NOT MEET THE DEFINITION OF A RELATED ORGANIZATION UNDER THE IRS GUIDELINES SO IT IS DEEMED AN UNRELATED ENTITY ALTHOUGH THERE IS A CLOSE RELATIONSHIP BETWEEN OAK CITY CARES, INC. AND CATHOLIC CHARITIES OF RALEIGH. FORM 990, PART I, LINE 1, MISSION AND SIGNIFICANT ACTIVITIES: OAK CITY CARES, AN INDEPENDENT 501(C)(3) ORGANIZATION, IS THE OPERATOR AND COORDINATOR OF THE OAK CITY CARES MULTI-SERVICES HUB THAT BRINGS TOGETHER AN ARRAY OF WAKE COUNTY NON-PROFITS ENSURING THAT PEOPLE EXPERIENCING HOMELESSNESS GET ONSITE HELP AND SERVING AS A BRIDGE TO THE ONGOING RESOURCES THEY NEED. OAK CITY CARES, INC. DOES THIS BY CONNECTING THOSE AT RISK TO COORDINATED SERVICES THAT CREATE A PATH TO STABLE HOUSING AND RENEWED HOPE. OAK CITY CARES WAS ORIGINALLY CREATED BY CATHOLIC CHARITIES OF THE DIOCESE OF RALEIGH AS A SEPARATE 501(C)(3) ORGANIZATION ON JUNE 8TH, 2018. ALL EMPLOYEES OF OAK CITY CARES WERE INITIALLY LEASED FROM CATHOLIC CHARITIES. HOWEVER, DUE TO THE SUCCESS OF THE ORGANIZATION IN ESTABLISHING ITS FOUNDATION, INDEPENDENTLY RAISING SUFFICIENT FUNDS TO OPERATE, AND AS A RESULT OF THE OVERWHELMING SUPPORT FROM THE COMMUNITY, THE TWO ORGANIZATIONS AGREED TO BECOME FULLY INDEPENDENT FROM EACH OTHER ON JANUARY 1ST, 2021, AND ALL EMPLOYEES THEN BECAME EMPLOYED DIRECTLY BY OAK CITY CARES, INC. OAK CITY CARES SUCCESSFULLY OPERATED ITS THREE PRIMARY PROGRAMS (BASIC NEEDS PROGRAM, COORDINATED CARE PROGRAM, AND THE WEEKEND MEALS PROGRAM), PROGRAMS WITHOUT INTERRUPTION DESPITE THE COVID-19 PANDEMIC. IN FACT, DURING THE FISCAL YEAR ENDING JUNE 30, 2021, WE EXPERIENCED A 30% INCREASE IN THE NUMBER OF UNDUPLICATED PEOPLE COMING TO OAK CITY CARES FOR ASSISTANCE, AND A 71% INCREASE IN THE NUMBER OF SERVICES THAT WE PROVIDED WHEN COMPARED TO THE PRIOR FISCAL YEAR. IN JUNE OF 2021, THE OAK CITY CARES BOARD COMPLETED STRATEGIC PLANNING. THROUGH THE STRATEGIC PLAN, THE BOARD ESTABLISHED THE FOLLOWING STRATEGIC GOALS (WITH A NUMBER OF OUTCOMES ASSOCIATED WITH EACH GOAL) FOR OAK CITY CARES: ORGANIZATIONAL GOAL 1. OAK CITY CARES PROVIDES AN ARRAY OF SERVICES TO HOUSEHOLDS NEEDING STABLE HOUSING. ORGANIZATIONAL GOAL 2. OAK CITY CARES BUILDS AND MAINTAINS STRONG RELATIONSHIPS WITH PARTNERS TO IMPROVE SERVICE COORDINATION AND SUPPORT THE HOMELESS RESPONSE SYSTEM. ORGANIZATIONAL GOAL 3. OAK CITY CARES BUILDS A SUSTAINABLE, CUSTOMER ORIENTED/LED INFRASTRUCTURE TO SUPPORT THE ORGANIZATION'S OPERATIONS. DURING FISCAL YEAR 2020-2021, OAK CITY CARES SERVED OUR NEIGHBORS EXPERIENCING HOMELESSNESS AND FOOD INSECURITY BY PROVIDING: 33,392 WEEKEND MEALS 5,855 SHOWERS AND 2,905 LAUNDRY SERVICES (BASIC NEEDS), AND 785 COORDINATED CARE SERVICES FORM 990, PART III, LINE 2 ONE OF THE PRIMARY BARRIERS TO SECURING SAFE AND STABLE HOUSING IS THE LACK OF PREDICTABLE INCOME. SOAR (SSI/SSDI OUTREACH, ACCESS, AND RECOVERY) IS A NATIONAL PROGRAM THAT ASSISTS ELIGIBLE ADULTS WHO ARE HOMELESS OR AT RISK OF HOMELESSNESS WITH THE APPLICATION PROCESS FOR SSI/SSDI DISABILITY BENEFITS. NATIONALLY, THE SOAR PROGRAM WAS BEGUN TO HELP ADDRESS THE LOW BENEFIT APPROVAL RATES FOR PEOPLE EXPERIENCING HOMELESSNESS. ALL OAK CITY CARES CARE COORDINATORS BECAME SOAR-CERTIFIED IN JANUARY 2021. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES WERE NOT ESTABLISHED DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS PRESENTED TO THE BOARD BY THE AUDIT FIRM WITH AN OPPORTUNITY TO ASK QUESTION OR REQUEST CORRECTIONS, IF NEEDED, PRIOR TO FILING OF THE 990. THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO IT BEING PRESENTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS REVIEWED WITH STAFF AND BOARD, IS INCLUDED IN BOARD TRAINING, AND ALL STAFF AND BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY, AND ARE REQUIRED TO DISCLOSE ANY NEW CONFLICTS ARISING DURING THEIR TENURE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE EXECUTIVE DIRECTOR WHICH IS USED TO DETERMINE ANY INCREASES IN COMPENSATION. A REVIEW OF MARKET RATE COMPENSATION FOR EXECUTIVE DIRECTORS IN OUR AREA IS ALSO CONDUCTED BY THE BOARD. ALL EMPLOYEES RECEIVED A PERFORMANCE EVALUATION BY THEIR IMMEDIATE SUPERVISOR, ALL OF WHICH WERE REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO BEING FINALIZED. FORM 990, PART VI, SECTION C, LINE 19 OAK CITY CARES MAINTAINS A PHYSICAL COPY OF A CORPORATE NOTEBOOK CONTAINING THESE DOCUMENTS ONSITE. THESE DOCUMENTS ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, LINE 1: IN JANUARY OF 2021, OAK CITY CARES, INC. BECAME INDEPENDENT FROM CATHOLIC CHARITIES OF RALEIGH AND AS SUCH, ALL EMPLOYEES WERE TERMINATED FROM CATHOLIC CHARITIES OF RALEIGH ON 12/31/20 AND WERE HIRED DIRECTLY BY OAK CITY CARES ON 1/1/21. AT THE TIME OF THE TRANSITION, OAK CITY CARES CONTRACTED WITH A VENSURE SERVICES, A PROFESSIONAL EMPLOYER ORGANIZATION ("PEO") THAT PROVIDES HUMAN RESOURCES, PAYROLL ADMINISTRATION, EMPLOYEE ONBOARDING SERVICES, AND EMPLOYEE BENEFITS FOR THE STAFF OF OAK CITY CARES. HARBOR AMERICA, INC., THE LOCAL AFFILIATE OF THE PEO, ISSUES FORMS W-2 ON BEHALF OF OAK CITY CARES.