2021-05-17T13:30:50-05:00 2020-06-30 770051130 Abbott Stringham & Lynch 1530 Meridian Ave 2nd Flr San Jose CA 95125 990 2019-07-01 942762269 Catholic Charities of Santa Clara County CATH 4084680100 2625 Zanker Road San Jose CA 951342107 Louise Aryapour CFO/CAO 4084680100 2021-05-14 1 Sheba B Dalaney P00351252 4083778700 2021-05-14 2019 2022-09-23 18:48:47Z Gregory Kepferle 2625 Zanker Road San Jose CA 951342107 41108791 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. 15 14 575 1667 0 0 33126838 36838979 2416771 3350311 255352 259936 184483 496768 35983444 40945994 2976552 3914329 0 0 25039653 26242706 0 0 1701474 8501926 10123436 36518131 40280471 -534687 665523 26796312 30980737 5282575 8276499 21513737 22704238 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 1 12396126 12069519 Children, Youth and Family DevelopmentThe 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 ten 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 atrisk 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.Day Break Respite and Caregiver Support Services Program serves caregivers and their dependent elders. Services include a licensed adult day support program (recreation, health promotion and social activities), in-home respite care, caregiver support groups, caregiver education and escorted transportation. Services were suspended in March 2020 due to pandemic restrictions.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. 6325398 453019 6446041 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, Baby Steps, and First Five/Kids Connection Network. Children ages 0-5 (First 5) are included in these services.Older Adult Services: Older Adults - Full Service Partnership provides comprehensive mental health services for older adults. 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. 5290829 2013661 5919861 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. 9834833 1447649 7925515 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.Responsible Landlord Engagement Initiative (RLEI) improves blighted neighborhoods by engaging landlords, tenants and neighbors in mediation and advocacy to improve properties and address issues of blight and neglect.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.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.Emergency Programs and Housing Services:House Sharing Program The County of Santa Clara's House Sharing Program, administered by the Organization, 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.Disaster Recovery Services:Disaster Response 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 flood survivors displaced by the 2017 Coyote Creek Flood with emergency and transitional housing assistance, financial assistance, 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 expanded food distribution and rental assistance to families affected by the pandemic and economic crisis. 9834833 1447649 7925515 33847186 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 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 119 0 1 575 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 15 14 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Louise Aryapour 4083255110 2625 Zanker Road San Jose CA 95134 Brian Baer Secretary 3.00 X X 0 0 0 Fran Harvey Board Member 3.00 X 0 0 0 Judy Marcus Board Member 3.00 X 0 0 0 Michael Pope Board Member 3.00 X 0 0 0 Agnieszka Winkler President 3.00 X X 0 0 0 Gregory Kepferle Board Member and CEO 40.00 X X 259822 0 20999 Susan Bishop Board Member 3.00 X 0 0 0 Wendy Brennan Board Member 3.00 X 0 0 0 Jerry Buday Board Member 3.00 X 0 0 0 Yvette Durazo Board Member 3.00 X 0 0 0 Patrick Dupuis Board Member 3.00 X 0 0 0 Kathleen Muller Board Member 3.00 X 0 0 0 Janes Otieno Board Member 3.00 X 0 0 0 Paul Sanchirico Vice President 3.00 X X 0 0 0 William Sullivan Board Member 3.00 X 0 0 0 Minda Cutcher Board Member 3.00 X 0 0 0 James Lyons Board Member 3.00 X 0 0 0 Mark Mikl Board Member 3.00 X 0 0 0 Michael Van Every Board Member 3.00 X 0 0 0 Louise Aryapour CAO and CFO (as of June 20 40.00 X 169722 0 19092 Susan Taylor Chief Development Officer 40.00 X 206248 0 22928 David Russo Sr. Director of Planned Gi 40.00 X 158841 0 9605 Sara Reyes Sr. Director Children, You 40.00 X 145195 0 15345 Michael Quach Medical Director 40.00 X 261466 0 7690 Kavita Vora Controller 40.00 X 134575 0 18348 1335869 0 114007 7 0 1 0 Swenson Development & Construction 715 N First Street 27 San Jose CA 95112 Cleaning services 302790 St Andrew's Residential Programs for Yo 811 Sherman Oaks Dr San Jose CA 95128 Transitional housing for refugee kids 281871 Environmental Systems Inc 3353 Dela Cruz Blvd Santa Clara CA 95054 HVAC Equipment and Maintenance 193789 Abbott Stringham & Lynch 1530 Meridian Ave 2nd Floor San Jose CA 95125 Auditors 173340 The Ultimate Software Group PO Box 930953 Atlanta GA 31193 Payroll & HR System 167581 14 13498 51698 25725592 11048191 3830236 36838979 Program Service Fees 900099 3336081 3336081 Membership Dues 900099 14230 14230 3350311 259339 259339 168316 0 168316 168316 168316 144327 143730 597 597 597 117470 51698 19067 98403 98403 Other Income 900099 230049 230049 230049 40945994 3748676 0 358339 3914329 3914329 732573 513237 219336 20165147 17626585 1744846 793716 897124 757333 93907 45884 2707509 2285624 283409 138476 1740353 1482341 180468 77544 124991 73401 43717 7873 173679 101993 60746 10940 2078079 1220356 726825 130898 42680 14543 22942 5195 1449956 1154186 141109 154661 486530 407798 49241 29491 286569 277542 7073 1954 92909 68442 17517 6950 76735 76735 747693 235235 504600 7858 352895 285619 47551 19725 Distributed items 3618975 3609767 0 9208 Equipment 341358 259170 71041 11147 Miscellaneous 145433 59642 83652 2139 Subscriptions 104954 13280 63195 28479 40280471 33847186 4731811 1701474 2042933 6833231 409292 135191 5223030 5355128 89684 169256 14239634 10784585 4169962 3455049 68020 67233 14629980 14793299 163411 172350 26796312 30980737 3200329 3118066 262219 243390 1800000 0 4899900 20027 15143 5282575 8276499 X 7207570 6224346 14306167 16479892 21513737 22704238 26796312 30980737 X 665523 524977 1 X X 0 1 X 1 1 1 X 27767298 33910996 32022863 33126838 33317793 160145788 27767298 33910996 32022863 33126838 33317793 160145788 160145788 359939 344281 388681 427251 427655 1947807 12079 13505 33358 38083 230049 327074 162420669 0.98600 0.98740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10705785 15115 552924 373326 10900498 10429452 27343 610720 361730 10705785 10001496 33205 812975 418224 10429452 9197554 88068 1044405 328531 10001496 9474680 28041 6127 311294 9197554 0.35000 0.65000 1 0 1153757 1153757 7560303 6404310 1155993 2837721 1988878 848843 1138401 1078344 60057 1549452 1313053 236399 3455049 CBIS CUIT Balanced Fund 2555813 F CBIS CUIT Balanced Fund 4141323 F Catholic Community Foundation 8096163 F 14793299 Annuity/Life Ins Obligations 15143 15143 X 41483772 524978 12800 537778 40945994 0 40945994 40293271 12800 12800 40280471 0 40280471 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 Return of Organization Exempt from Income Tax (Form 990) for years ended June 30, 2017 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, 2016 and after could be subject to examination by state taxing authorities, generally for four years after they are filed. Golf Tournament 51698 51698 Bocce Tournament 117470 0 117470 14000 5067 169168 51698 117470 14000 5067 19067 98403 1 Financial Assistance 750 2284480 Other General Assistance 380 171196 Rental Assistance 1102 1458652 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 Board Member and CEO 256258 0 0 0 3564 0 13231 0 7768 0 280821 0 0 0 Louise Aryapour CAO and CFO (as of June 20 167638 0 0 0 2084 0 11950 0 7142 0 188814 0 0 0 Susan Taylor Chief Development Officer 203282 0 0 0 2966 0 10789 0 12139 0 229176 0 0 0 David Russo Sr. Director of Planned Gi 158357 0 0 0 484 0 8092 0 1513 0 168446 0 0 0 Sara Reyes Sr. Director Children, You 144891 0 0 0 304 0 7707 0 7638 0 160540 0 0 0 Michael Quach Medical Director 261119 0 0 0 347 0 7690 0 0 0 269156 0 0 0 Kavita Vora Controller 134289 0 0 0 286 0 7558 0 10790 0 152923 0 0 0 X 75 67844 Auction Price X 2200 143417 Market Price X 2900423 3609767 Estimated Value X In Kind Discounts 1 4683 estimated Value X In Kind Food Catering Rental Items 1 4525 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 III, line 3 Senior Day Break Services ceased operations during the year. Form 990, Part III, Lines 4a-e Expenses reported for each major program on Part III line 4 represents the direct program expenses and does not include administrative overhead, whereas the revenue reported represents gross revenue earned based on the program direct expenses as well as allocated administrative overhead expenses. 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 similiar 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. 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 XI, line 9: Rounding 1. 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 0 0 1 0 1 1 0 0 Diocese of San Jose P 351565 Cost Charities Housing (under same group exemption) Q 487309 Cost Diocese of San Jose P 464666 Cost Diocese of San Jose N 75421 Cost