2022-05-10T13:31:15-05:00 2021-06-30 454084437 WARREN AVERETT LLC 400 NORTH ASHLEY DRIVE SUITE 700 TAMPA FL 33602 990 2020-07-01 590875805 CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC CATH 7278931314 1213 16TH ST N ST PETERSBURG FL 33705 FRANK V MURPHY PRESIDENT 7278931314 2022-05-05 1 FRANK MURPHY 999009999 MICHELLE M SANCHEZ CPA P00848115 8132292321 2022-05-05 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z FRANK V MURPHY 1213 16TH ST N ST PETERSBURG FL 33705 13783874 0 0928 X WWW.CCDOSP.ORG X 1968 FL CATHOLIC CHARITIES SERVES WITH CHARITY AND COMPASSION TO PROMOTE THE SANCTITY AND DIGNITY OF ALL PEOPLE WITH GOD. 22 22 148 135 0 0 8480885 11911262 1191039 1264506 -8215 304659 123168 170501 9786877 13650928 3458822 5273551 0 0 4260552 3849167 0 0 126793 2519043 2823110 10238417 11945828 -451540 1705100 5875956 7655574 11463220 11275659 -5587264 -3620085 X CATHOLIC CHARITIES SERVES WITH CHARITY AND COMPASSION TO PROMOTE THE SANCTITY AND DIGNITY OF ALL PEOPLE WITH GOD. AS A MEMBER OF CHURCH, CATHOLIC CHARITIES OFFERS HOPE BY HELPING THOSE IN NEED AND UNITES WITH OTHERS IN SERVICE. 0 0 1401452 192972 437673 PREGNANCY, PARENTING SUPPORT AND ADOPTION PROGRAMS - CATHOLIC CHARITIES DIOCESE OF ST. PETERSBURG ("CCDOSP") TRAINED STAFF AND VOLUNTEERS TO OFFER CONFIDENTIAL, COMPREHENSIVE SERVICES TO ADOLESCENTS, WOMEN AND FAMILIES FACING THE ISSUES OF SEXUALITY, PREGNANCY AND THE RESPONSIBILITY OF PARENTING. ALL SERVICES ARE PROVIDED FREE OF CHARGE. SERVICES INCLUDE FREE CONFIDENTIAL PREGNANCY TESTING, LIMITED ULTRASOUND UP TO 12 WEEKS, PARENTING OPTIONS, INFORMATION ON ADOPTION, MENTORING, MATERNITY AND INFANT SUPPLIES, COMMUNITY RESOURCE REFERRAL, EMERGENCY FOOD ITEMS, PRENATAL CHILDBIRTH EDUCATION, INFANT PARENTING CLASS, ABSTINENCE EDUCATION AND FERTILITY CARE MINISTRIES. THE ORGANIZATION SERVED 2,552 CLIENTS THROUGH ITS PREGNANCY, ADOPTION, AND PARENTING SUPPORT PROGRAMS DURING THE FISCAL YEAR ENDING JUNE 30, 2021. 3483830 1161166 164048 TEMPORARY SUPPORTIVE HOUSING - THE ORGANIZATION PROVIDES TEMPORARY AND EMERGENCY HOUSING TO MEN, WOMEN, AND CHILDREN LIVING IN HILLSBOROUGH, PINELLAS, AND PASCO COUNTIES. HOUSING WITH 24-HOUR SUPPORT STAFF IS AVAILABLE TO QUALIFIED INDIVIDUALS LIVING WITH HIV/AIDS WHO ARE HOMELESS OR AT RISK OF EVICTION. SUPPORT AND WRAPAROUND SERVICES ARE ALSO PROVIDED AT CERTAIN LOCATIONS. 4424737 3222876 5100 PATHWAYS TO SELF SUFFICIENCY - THE PATHWAYS TO SELF SUFFICIENCY PROGRAM PROVIDES SUPPORT AND GUIDANCE TO STABILIZE POOR INDIVIDUALS AND FAMILIES IN CRISIS. THE PROGRAM WAS DEVELOPED TO ASSIST PEOPLE WHO ARE IN DANGER OF BECOMING HOMELESS OR WHO ARE IN NEED OF EMERGENCY UTILITY ASSISTANCE. THE PROGRAM ALSO PROVIDES CLIENTS WITH REFERRALS TO OTHER ORGANIZATIONS. CCDOSP SERVED 583 CLIENTS THROUGH THE PATHWAYS TO SELF SUFFICIENCY PROGRAM DURING FISCAL YEAR 2020. 284119 114467 29700 OTHER HOUSING PROGRAMS - CCUSA PROVIDES HOMEBUYER EDUCATION AND HOUSING COUNSELING SERVICES AT NO CHARGE TO PROSPECTIVE AND EXISTING HOMEOWNERS. HOMEOWNERS ARE ALSO OFFERED HELP WITH DEBT AND BUDGET COUNSELING TO PREVENT FORECLOSURES. OTHER HOME SERVICES INCLUDE REVERSE MORTGAGE COUNSELING, DEBT CONSOLIDATION, HANDICAPPED AND DISABLED RETROFITTING AND CODE COMPLIANCE ASSISTANCE. THE VETERANS AND FAMILIES PROGRAM PROVIDES TRANSITIONAL LIVING FOR HOMELESS VETERANS AND THEIR FAMILIES AS THEY BUILD SUPPORTS TO MAINTAIN SELF-SUFFICIENCY AND PERMANENCY IN HOUSING AND ASSISTANCE IN TREATMENT AND RECOVERY. PINELLAS HOPE MEDICAL RESPITE PARTNERED WITH THE BAYCARE HEALTH SYSTEM TO PROVIDE SPACE FOR RECUPERATIVE CARE TO PERSONS WITHOUT HOMES WHO ARE TOO MEDICALLY FRAIL TO RETURN TO THE STREETS, BUT DO NOT REQUIRE FURTHER HOSPITALIZATION. THIS 10-BED PROGRAM IS HOUSED WITH PINELLAS HOPE AND PROVIDES A SPACE FOR BAYCARE HOME CARE NURSE VISITS. CLIENTS ARE LINKED TO MEDICAL PROVIDERS AND ARE ASSISTED WITH OBTAINING NEEDED MEDICATION, CASE MANAGEMENT SERVICES, HOUSING REFERRAL, MEALS AND TRANSPORTATION. LARGO DUPLEX AND ADRIAN PROPERTY ARE HOUSING UNITS AVAILABLE TO LOW-INCOME INDIVIDUALS AND FAMILIES WHO ARE STABLE ENOUGH TO LIVE INDEPENDENTLY.PERMANENT SUPPORTIVE HOUSING - BETHANY FAMILY APARTMENTS PROVIDES COMPREHENSIVE SUPPORTIVE SERVICES TO PROMOTE SELF-SUFFICIENCY AND INDEPENDENT LIVING IN IN PERMANENT HOUSING FOR HOMELESS FAMILIES COPING WITH DISABILITIES. FAMILIES MUST EARN LESS THAN 50% OF THE MEDIAN INCOME FOR HOUSEHOLDS OF THEIR SIZE IN THE TAMPA BAY AREA. MERCY APARTMENTS, CHRISTOPHER CENTER APARTMENTS AND CHRISTOPHER FAMILY RESIDENCES ARE FOR INDIVIDUALS AND FAMILIES LIVING WITH HIV/AIDS WHO ARE STABLE ENOUGH TO LIVE INDEPENDENTLY. IN ADDITION TO A UTILITY ALLOWANCE, A VOUCHER PROGRAM IS AVAILABLE TO QUALIFIED INDIVIDUALS TO PAY A PORTION OF RENT AT AN ELIGIBLE PROPERTY.IMMIGRATION SERVICES - IMMIGRATION SERVICES PROVIDES AFFORDABLE IMMIGRATION SERVICES TO ALL NEWCOMERS REGARDLESS OF RACE, RELIGION, SEX OR CREED. THE PROGRAM PROVIDES ASSISTANCE WITH APPLICATIONS SUCH AS AFFIDAVIT OF SUPPORT, ADJUSTMENT OF STATUS, NATURALIZATION, REPLACEMENT OF IMMIGRATION DOCUMENTS, EXTENSION OF NON-IMMIGRANT VISAS, CHANGE OF STATUS, PETITIONS FOR FAMILY REUNIFICATION, POLITICAL ASYLUM AND OTHER SERVICES.OTHER PROGRAM SERVICES INCLUDE: (1) RESPITE SERVICES ARE PROVIDED IN CITRUS AND HERNANDO COUNTIES TO THOSE CARING FOR LOVED ONES WITH ALZHEIMER'S DISEASE. (2) VOLUNTEER MEDICAL PROFESSIONALS AND STAFF PROVIDE MEDICAL SCREENING AND FOLLOW UP MEDICAL CARE ON A MEDICALLY EQUIPPED BUS TO LOW-INCOME RESIDENTS. (3) HEALTH PROMOTION AND DISEASE PREVENTION EDUCATION IS PROVIDED TO TARGET COMMUNITIES. (4) THE ST. ANDRE CLINIC OFFERS MEDICAL SCREENING AND FOLLOW UP MEDICAL CARE TO LOW-INCOME RESIDENTS OF PASCO COUNTY, TARGETING PERSONS WITH HOUSEHOLD INCOMES LESS THAN 200% OF POVERTY LEVEL AND WITHOUT HEALTH CARE COVERAGE. (5) THE CITY OF ST. PETERSBURG PROVIDES ESG DOLLARS TO QUALIFIED INDIVIDUALS IN ST. PETERSBURG, FLORIDA FOR RENTAL AND UTILITY ASSISTANCE. 1079930 590924 75410 PERMANENT SUPPORTIVE HOUSING - BETHANY FAMILY APARTMENTS PROVIDES COMPREHENSIVE SUPPORTIVE SERVICES TO HOMELESS FAMILIES WITH DISABILITIES LEADING TO SELF-SUFFICIENCY AND INDEPENDENT LIVING IN PERMANENT HOUSING. FAMILIES MUST EARN LESS THAN 50% OF THE MEDIAN INCOME FOR THE TAMPA BAY AREA FOR THEIR HOUSEHOLD SIZE. MERCY APARTMENTS, CHRISTOPHER CENTER APARTMENTS AND CHRISTOPHER FAMILY RESIDENCES ARE FOR INDIVIDUALS AND FAMILIES WHO ARE STABLE ENOUGH TO LIVE INDEPENDENTLY WITH HIV/AIDS. A VOUCHER PROGRAM IS AVAILABLE TO QUALIFIED INDIVIDUALS TO PAY A PORTION OF RENT AT AN ELIGIBLE PROPERTY IN ADDITION TO A UTILITY ALLOWANCE 558336 -865 547617 IMMIGRATION AND REFUGEE SERVICES. REFUGEE SERVICES PROVIDE EMPLOYMENT ASSESSMENT, TRAINING, DEVELOPMENT AND JOB PLACEMENT SERVICES TO REFUGEES, IDENTIFIES REFUGEES WHO HAVE BEEN VICTIMS OF TORTURE AND PROVIDES LINKS TO QUALIFIED MENTAL HEALTH PRACTITIONERS, LEGAL INTERPRETERS AND MEDICAL SUPPORT SERVICES AND PROVIDE FAMILY REUNIFICATION CASES WITH ORIENTATION AND GUIDANCE IN OBTAINING SERVICES SUCH AS FOOD STAMPS, MEDICAID, CASH ASSISTANCE, SSI BENEFITS ,HEALTH SCREENING, ENGLISH AS A SECOND LANGUAGE CLASSES, AND SCHOOL ENROLLMENT FOR CHILDREN. IMMIGRATION SERVICES PROVIDES AFFORDABLE IMMIGRATION SERVICES TO ALL NEWCOMERS REGARDLESS OF RACE, RELIGION, SEX OR CREED. THE PROGRAM PROVIDES ASSISTANCE WITH APPLICATIONS SUCH AS AFFIDAVIT OF SUPPORT, ADJUSTMENT OF STATUS, NATURALIZATION, REPLACEMENT OF IMMIGRATION DOCUMENTS, EXTENSION OF NON-IMMIGRANT VISAS, CHANGE OF STATUS, PETITIONS FOR FAMILY REUNIFICATION, POLITICAL ASYLUM AND OTHER SERVICES. -1146584 -7989 43484 OTHER PROGRAM SERVICES INCLUDE RESPITE SERVICES IN CITRUS AND HERNANDO COUNTIES TO THOSE CARING FOR LOVED ONES EXPERIENCING ALZHEIMERS DISEASE. MOBILE MEDICAL SERVICES INCLUDE VOLUNTEER MEDICAL PROFESSIONALS AND STAFF PROVIDING MEDICAL SCREENING AND FOLLOW UP MEDICAL CARE TO LOW INCOME RESIDENTS ON A MEDICALLY EQUIPPED BUS. HEALTH PROMOTION AND DISEASE PREVENTION EDUCATION IS PROVIDED TO TARGET COMMUNITIES. THE ST ANDRE CLINIC OFFERS MEDICAL SCREENING AND FOLLOW UP MEDICAL CARE TO LOW-INCOME RESIDENTS OF PASCO COUNTY TARGETING PERSONS WITH HOUSEHOLD INCOMES LESS THAN 200% OF POVERTY LEVEL AND WITHOUT HEALTH CARE COVERAGE. HARDEST HIT ASSISTS FAMILIES TO STOP THE FORECLOSURE PROCESS. ACCESS TO RECOVERY IS A VOUCHER PROGRAM FOR SUBSTANCE ABUSE CLINICAL TREATMENT AND RECOVERY SUPPORT SERVICES. IT IS PART OF AN INITIATIVE TO PROVIDE CLIENT CHOICE AMONG SUBSTANCE ABUSE CLINICAL TREATMENT AND RECOVERY SUPPORT SERVICE PROVIDERS; EXPAND ACCESS TO A COMPREHENSIVE ARRAY OF CLINICAL TREATMENT AND RECOVERY SUPPORT OPTIONS (INCLUDING FAITH-BASED PROGRAMATIC OPTIONS); AND INCREASE SUBSTANCE ABUSE TREATMENT CAPACITY. MY RECOVERY MATTERS PROVIDED CASE MANAGER SERVICES FOR THOSE IN RECOVERY. THE CITY OF ST. PETERSBURG PROVIDED ESG DOLLARS TO PROVIDE RENTAL AND UTILITY ASSISTANCE TO QUALIFIED INDIVIDUALS IN ST. PETERSBURG, FLORIDA. THE HERNANDO OUTREACH CENTER PROVIDES SPACE TO OTHER AGENCIES TO PROVIDE MEDICAL CHECKUPS TO LOW INCOME INDIVIDUALS IN HERNANDO COUNTY. THE HERNANDO OUTREACH CENTER PROVIDES SPACE TO OTHER AGENCIES TO PROVIDE MEDICAL CHECKUPS TO LOW INCOME INDIVIDUALS IN HERNANDO COUNTY. CITRUS OUTREACH CENTER PROVIDES SPACE TO OTHER AGENCIES TO PROVIDE FOOD DISTRIBUTION AND DENTAL CARE TO LOW INCOME INDIVIDUALS AND FAMILIES IN CITRUS COUNTY. 775801 696537 696211 10085820 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 X 175 0 1 148 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X JIM WAYNE 7278931314 1213 16TH ST N ST PETERSBURG FL 33705 MOST REVERAND GREGORY PARKES CHAIRMAN 3.00 X X 0 0 0 REV MSGR ROBERT MORRIS VG VICE CHAIRMAN 3.00 X X 0 0 0 DEACON RICK WELLS SECOND VICE CHAIRMAN 3.00 X X 0 0 0 JEFFORY FORBES PRESIDENT/ EMERITUS 3.00 X X 0 0 0 FRANK V MURPHY PRESIDENT 3.00 10.00 X X 0 0 0 SR MARY CLAIRE NEUOFER OSS VICE PRESIDENT 3.00 X X 0 0 0 GERALD GIGLIA SECRETARY/TREASURER 3.00 X X 0 0 0 FATHER EMERY LONGANGA TRUSTEE 3.00 X 0 0 0 DEACON GLENN SMITH TRUSTEE 3.00 X 0 0 0 MARK BOYCE TRUSTEE 3.00 1.00 X 0 0 0 DENNIS O'HANLAN TRUSTEE 3.00 X 0 0 0 ROBERT CHIAVACCI TRUSTEE 3.00 X 0 0 0 NICHOLAS GRIFFIN TRUSTEE 3.00 X 0 0 0 GERALD KLUFT TRUSTEE 3.00 1.00 X 0 0 0 CECILIA MAHONE TRUSTEE 3.00 X 0 0 0 STEPHANIE MARIE MARTIN TRUSTEE 3.00 X 0 0 0 CHRISTOPHER MCDONNELL TRUSTEE 3.00 X 0 0 0 SR MARY MCNALLY TRUSTEE 3.00 X 0 0 0 CANDY OLSON TRUSTEE 3.00 X 0 0 0 DENNIS WAGGONER TRUSTEE 3.00 X 0 0 0 ED SUAREZ TRUSTEE 3.00 X 0 0 0 TONY COLEMAN TRUSTEE 3.00 X 0 0 0 JAMES WAYNE CFO 27.00 13.00 X 80908 0 19621 80908 0 19621 0 0 0 0 0 189213 182810 7981217 3558022 522558 11911262 CLIENT SERVICE FEES 900099 1055826 1055826 RENTAL INCOME 531110 112800 112800 OTHER REVENUE 900099 58454 58454 CHOOSE LIFE INCOME 900099 37426 37426 1264506 17241 17241 371200 83782 287418 287418 287418 181139 182810 49164 131975 131975 ADMINISTRATIVE FEES 900099 38526 38526 38526 13650928 1303032 0 436634 5273551 5273551 86722 86722 2677058 2031504 579379 66175 285121 202954 75215 6952 580338 449779 118569 11990 219928 165980 49299 4649 33133 28880 4253 71647 71647 433535 401716 31171 648 28218 21141 7077 309866 197262 106703 5901 297022 56671 227799 12552 808380 763054 41526 3800 34584 26087 8497 13417 7688 5710 19 5300 799 4397 104 372229 330329 36169 5731 98223 85781 11247 1195 317556 42644 274912 11945828 10085820 1733215 126793 183495 30221 2064838 2198072 452830 1959397 23784 93462 43675 14170 67433 65230 5228324 2719976 2665570 2508348 27128 41059 347203 745615 5875956 7655574 646955 1374755 1108700 365333 9707565 9535571 11463220 11275659 X -6745170 -5448753 1157906 1828668 -5587264 -3620085 5875956 7655574 1705100 262079 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1157906 575990 249474 154702 1828668 1028935 727196 32510 630735 1157906 1089961 564843 5253 631122 1028935 996798 198759 28245 133841 1089961 1081644 337761 12982 435589 996798 0.05340 0.94660 1 0 224200 224200 2905738 1099962 1805776 1877404 1520168 357236 220982 99846 121136 2508348 BENEFICIAL INTEREST IN ASSETS HELD 50173 DEPOSITS 38458 ADVANCE TO RELATED PARTY 110000 RECEIVABLE FROM REMAINDER TRUST 419083 LOAN COSTS - NET 2342 PROPERTIES HELD FOR SALE 125559 745615 DUE TO AFFILIATE 9401019 ADVANCE FROM USCCB 23500 ABANDONED PROPERTY 14695 OTHER LIABILITIES 96357 9535571 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CHAPTER 220.13 OF THE FLORIDA STATUTES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE ORGANIZATION'S TAX EXEMPT STATUS OR OF ANY TAX POSITIONS THE ORGANIZATION HAS TAKEN THAT ARE SUBJECT TO A SIGNIFICANT DEGREE OF UNCERTAINTY. PART V, LINE 4 TEMPORARILY RESTRICTED NET ASSETS ARE AVAILABLE FOR PROGRAM ACTIVITIES AND CAPITAL EXPENDITURES. INCLUDED IN THE TEMPORARILY RESTRICTED NET ASSETS ARE FACILITIES SUBJECT TO TIME RESTRICTIONS,UNAMORTIZED DISCOUNTS ON BELOW MARKET LOANS, AND FUNDING FOR FUTURE PERIODS. THE PERMANENTLY RESTRICTED ENDOWMENT IS TO BE HELD IN PERPETUITY. EARNINGS ON THE ENDOWMENT ARE AVAILABLE FOR UNRESTRICTED USE. BANQUET FOR LIFE 174244 34332 139912 2250 12540 4611 BREAKFAST FOR MERCY 31732 1358 30374 1463 14341 370 9 157973 147120 10853 451 13138 363949 182810 181139 2701 14003 14341 18119 49164 131975 1 PATHWAYS PROGRAMS - ASSISTANCE 2183 4107056 N/A N/A HIV/AIDS HOUSING ASSISTANCE 230 590225 N/A N/A MEDICAL CLINICS - ASSISTANCE 90 3158 N/A N/A PERMANENT & TEMPORARY SUPPORTIVE HOUSING - ASSISTANCE 2016 18123 354255 N/A N/A FOL - ASSISTANCE 1688 25189 133937 N/A N/A FOOD PANTRY 135 7242 34366 N/A N/A PART I, LINE 2: MONTHLY BILLINGS ARE COMPLETED BY THE STAFF ACCOUNTANT AND REVIEWED BY THE PROGRAM MANAGER RESPONSIBLE FOR THE GRANT. ONCE THE PROGRAM MANAGER APPROVES THE MONTHLY BILLING, THE STAFF ACCOUNTANT GIVES THE BILLING WITH THE SUPPORTING DOCUMENTATION TO THE CHIEF FINANCIAL OFFICER OR DESIGNEE TO REVIEW AND APPROVE. ONCE APPROVED, THE BILLING IS SENT TO THE FUNDER. THE ORGANIZATION'S FINANCIAL STATEMENTS BY PROGRAM ARE REVIEWED ON A MONTHLY BASIS BY THE CHIEF FINANCIAL OFFICER. THE FINANCE/EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE ORGANIZATION'S FINANCIAL STATEMENTS ON A QUARTERLY BASIS AND REPORTS ON THE FINANCIAL STATEMENTS TO THE FULL BOARD OF TRUSTEES. X 336978 SALVATION ARMY FMV X 77325 185580 AVG PRICE PER MEAL 0 1 1 PART I, LINE 32B: WE DIRECT THE COMMUNITY WHO WANTS TO DONATE VEHICLES TO CARS WHO WILL GO AND SELL THE VEHICLE AND GIVE A MAJOR PORTION OF THE PROCEEDS TO CATHOLIC CHARITIES DOSP, INC. FORM 990, PART I, LINE 5 AND FORM 990, PART V, LINE 2A CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG, INC., FILES PAYROLL RETURNS AND W-2S FOR ITSELF AND ON BEHALF OF THE FOLLOWING RELATED ENTITIES: (1) CATHOLIC CHARITIES HOUSING, INC. (EIN: 59-3201112); (2) CATHOLIC COMMUNITY DEVELOPMENT CORPORATION (EIN: 59-2999635); (3) CATHOLIC CHARITIES - FOUNTAIN VIEW, INC. (EIN: 37-1620362); (4) CATHOLIC CHARITIES - ARBOR VILLAS, INC. (EIN: 27-4287768); (5) CATHOLIC CHARITIES - THE PALMS AT UNIVERSITY (EIN: 27-3070662); (6) CATHOLIC CHARITES - PALM ISLAND, INC. (EIN: 45-4855182); (7) CATHOLIC CHARITIES - RIVIERA MANOR, INC. (EIN: 27-3395014); (8) CATHOLIC CHARITIES - PINELLAS VILLAGE, INC. (EIN: 45-4775619); (9) CATHOLIC CHARITIES HOUSING - LA TIERRA VERDE INC. (EIN: 86-1547578); (10) CATHOLIC CHARITIES HOUSING - VINCENT OAKS INC. (EIN: 86-1227516); (11) CATHOLIC CHARITIES INC. - LAS VILLAS INC. (EIN:85-4357966); AND (12) CATHOLIC CHARITIES FOUNDATION OF TAMPA BAY INC. (EIN: 59-3405746) THE SALARIES AND RELATED COSTS REPORTED ON PAGE 10 REPRESENT THE COSTS ALLOCATED TO THIS ENTITY ONLY, AND THE NUMBER OF EMPLOYEES REPORTED ON PAGE 1, PART I, LINE 5 AND PAGE 5, PART V, LINE 2A REPRESENTS THE NUMBER OF EMPLOYEES WHOSE SALARIES AND RELATED EMPLOYEE COSTS ARE ALLOCATED TO THIS ORGANIZATION. THE AMOUNTS ALLOCATED TO EACH OF THE RELATED ENTITIES ARE REPORTED ON THEIR INDIVIDUAL FORMS 990. THE TOTAL NUMBER OF W-2S FILED FOR ALL ENTITIES IN CALENDAR YEAR 2020 WAS 148. FORM 990, PART V, LINE 1A CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG, INC., FILES PAYROLL RETURNS AND W-2S FOR ITSELF AND ON BEHALF OF THE FOLLOWING RELATED ENTITIES: (1) CATHOLIC CHARITIES HOUSING, INC. (EIN: 59-3201112); (2) CATHOLIC COMMUNITY DEVELOPMENT CORPORATION (EIN: 59-2999635); (3) CATHOLIC CHARITIES - FOUNTAIN VIEW, INC. (EIN: 37-1620362); (4) CATHOLIC CHARITIES - ARBOR VILLAS, INC. (EIN: 27-4287768); (5) CATHOLIC CHARITIES - THE PALMS AT UNIVERSITY (EIN: 27-3070662); (6) CATHOLIC CHARITES - PALM ISLAND, INC. (EIN: 45-4855182); (7) CATHOLIC CHARITIES - RIVIERA MANOR, INC. (EIN: 27-3395014); (8) CATHOLIC CHARITIES - PINELLAS VILLAGE, INC. (EIN: 45-4775619); (9) CATHOLIC CHARITIES HOUSING - LA TIERRA VERDE INC. (EIN: 86-1547578); (10) CATHOLIC CHARITIES HOUSING - VINCENT OAKS INC. (EIN: 86-1227516); (11) CATHOLIC CHARITIES INC. - LAS VILLAS INC. (EIN:85-4357966); AND (12) CATHOLIC CHARITIES FOUNDATION OF TAMPA BAY INC. (EIN: 59-3405746) THE NUMBER OF FORMS 1099 LISTED ON PAGE 4, PART V, LINE 1A REPRESENTS THE NUMBER OF INDEPENDENT CONTRACTORS WHOSE FEES ARE ALLOCATED TO THIS ENTITY ONLY. THE NUMBER OF 1099S ALLOCATED TO EACH OF THE RELATED ENTITIES IS REPORTED ON THEIR INDIVIDUAL FORMS 990. THE TOTAL NUMBER OF FORMS 1099 FILED FOR ALL ENTITIES IN CALENDAR YEAR 2020 WAS 175. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S CHIEF FINANCIAL OFFICER CONDUCTS THE INITIAL REVIEW OF FORM 990. THE FORM IS THEN MADE AVAILABLE TO THE EXECUTIVE & FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR ITS REVIEW AND APPROVAL AT ITS NEXT MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ADHERES TO HIGH STANDARDS OF ETHICAL CONDUCT AMONG THE MEMBERS OF ITS GOVERNING BODY AND ADVISORY GROUPS. PERSONNEL MAY NOT ENGAGE IN ANY ACTIVITY, PRACTICE OR ACT WHICH CONFLICTS WITH THE INTERESTS OF THE ORGANIZATION. PERSONNEL MUST NEVER HAVE NOR GIVE THE APPEARANCE OF A CONFLICT OF INTEREST OR USE THEIR RELATIONSHIP WITH THE ORGANIZATION FOR PERSONAL GAIN. PERSONNEL ARE PROHIBITED FROM HAVING A DIRECT OR INDIRECT FINANCIAL INTEREST IN THE ORGANIZATION'S ASSETS, LEASES, OR ANY BUSINESS TRANSACTIONS, INCLUDING PROFESSIONAL SERVICES. SENIOR TEAM PERSONNEL MUST COMPLETE AN ANNUAL CONFLICT OF INTEREST INFORMATION SURVEY TO FACILITATE DISCLOSURE OF, AND TO PREVENT AND MANAGE, POTENTIAL AND APPARENT CONFLICTS. A CONFLICT OF INTEREST ACKNOWLEDGEMENT FORM IS ALSO COMPLETED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE SHARED WITH RELATED NON-PROFIT ORGANIZATIONS AND ARE COMPENSATED BY THE ORGANIZATION, CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG, INC. (CCDOSP). THE CCDOSP BOARD OF TRUSTEES DETERMINES THE TERMS OF EMPLOYMENT AND THE COMPENSATION AND BENEFITS FOR THE EXECUTIVE DIRECTOR. THE BOARD PRESIDENT MONITORS AND EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR IS COMPENSATED AT THE MARKET RATE FOR THAT POSITION AND MAY RECEIVE AN ANNUAL COLA INCREASE AFTER THE FISCAL YEAR OPERATING PLAN IS APPROVED BY THE BOARD OF TRUSTEES. COMPENSATION OF THE ORGANIZATION'S KEY EMPLOYEES IS GUIDED BY THE POLICIES AND PROCEDURES FOR ANNUAL EVALUATIONS. COMPENSATION INCREASES ARE BASED ON THE MARKET RATE FOR EACH POSITION. FORM 990, PART VI, SECTION C, LINE 19 CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG, INC. WILL HAVE AVAILABLE ON THE SAME DAY IF REQUESTED IN PERSON, OR WITHIN 30 DAYS IF REQUESTED VIA MAIL, E-MAIL, FACSIMILE OR PRIVATE DELIVERY, ITS FORM 990, GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS. SEE PART VII - SUPPLEMENTAL INFORMATION FL 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 CATHOLIC CHARITIES COMMUNITY DEVELOPMENT CORP L 83013 FAIR MARKET VALUE CATHOLIC CHARITIES - ARBOR VILLAS INC L 63249 FAIR MARKET VALUE CATHOLIC CHARITIES - PALM ISLAND L 11212 FAIR MARKET VALUE PART II CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG, INC., FILES PAYROLL RETURNS AND W-2S FOR ITSELF AND ON BEHALF OF THE FOLLOWING RELATED ENTITIES: (1) CATHOLIC CHARITIES HOUSING, INC. (EIN: 59-3201112); (2) CATHOLIC COMMUNITY DEVELOPMENT CORPORATION (EIN: 59-2999635); (3) CATHOLIC CHARITIES - FOUNTAIN VIEW, INC. (EIN: 37-1620362); (4) CATHOLIC CHARITIES - ARBOR VILLAS, INC. (EIN: 27-4287768); (5) CATHOLIC CHARITIES - THE PALMS AT UNIVERSITY (EIN: 27-3070662); (6) CATHOLIC CHARITES - PALM ISLAND, INC. (EIN: 45-4855182); (7) CATHOLIC CHARITIES - RIVIERA MANOR, INC. (EIN: 27-3395014); (8) CATHOLIC CHARITIES - PINELLAS VILLAGE, INC. (EIN: 45-4775619); (9) CATHOLIC CHARITIES HOUSING - LA TIERRA VERDE INC. (EIN: 86-1547578); (10) CATHOLIC CHARITIES HOUSING - VINCENT OAKS INC. (EIN: 86-1227516); (11) CATHOLIC CHARITIES INC. - LAS VILLAS INC. (EIN:85-4357966); AND (12) CATHOLIC CHARITIES FOUNDATION OF TAMPA BAY INC. (EIN: 59-3405746) EACH OF THE ORGANIZATIONS INCLUDED IN GROUP EXEMPTION 0928 FILES ITS OWN SEPARATE FORM 990.