2020-02-21T19:38:56-06:00 2019-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2018-07-01 942479393 CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA CATH 7075288712 987 AIRWAY COURT SANTA ROSA CA 95402 RICK ABBOTT DIRECTOR 7075288712 2020-02-20 1 MATTHEW PETROSKI P00853132 9257902600 2020-02-20 38.111.205.16 2020-02-21 19:27:48 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3DEC03AD850C6FD952F9D7BE3536A1E31300727C 2018 2021-01-29 14:40:06Z LEN MARABELLA 987 AIRWAY COURT SANTA ROSA CA 95402 22034348 0 X WWW.SRCHARITIES.ORG X 1979 CA WE REACH OUT TO ALL PEOPLE IN NEED, OFFER HOPE THROUGH SERVICE, AND BUILD BETTER COMMUNITIES. 14 13 230 887 0 0 18163743 20756023 616516 559400 11759 114522 567741 596544 19359759 22026489 2077736 2571435 0 0 8057748 10116110 0 0 707028 4247510 5103119 14382994 17790664 4976765 4235825 20176692 27182865 4836391 7590530 15340301 19592335 X CATHOLIC CHARITIES REACHES OUT TO THOSE MOST IN NEED, OFFERS HOPE THROUGH SERVICE, AND BUILDS BETTER COMMUNITIES. THE AGENCY'S 26 PROGRAMS IN THE COUNTIES OF SONOMA, NAPA, HUMBOLDT, AND LAKE ADDRESS CRITICAL NEEDS BY CHALLENGING POVERTY, CARING FOR SENIORS, AND COUNSELING IMMIGRANTS. WE MANAGE HOMELESS SHELTERS, TRANSITIONAL HOUSING, HOUSING COUNSELING, AND SUPPORT SERVICES TO PREVENT AND OVERCOME HOMELESSNESS. OTHER PROGRAMS PROVIDE EMERGENCY FOOD, SUPPORT AT-RISK SENIORS AND HOMEBOUND COMMUNITY MEMBERS, AND OFFER COMPREHENSIVE IMMIGRATION SERVICES. 0 0 4380798 460019 HOMELESS DAY AND OVERNIGHT SHELTERS - CATHOLIC CHARITIES OPERATED THE FAMILY SUPPORT CENTER (138 PEOPLE PER NIGHT - PARENTS AND CHILDREN), SAMUEL L. JONES HALL (213 PEOPLE PER NIGHT - NO CHILDREN), PROJECT NIGHTINGALE (26 BEDS FOR MEDICALLY REFERRED INDIVIDUALS), AND THE HOMELESS SERVICES CENTER, A DAY-TIME DROP-IN CENTER WITH OVERNIGHT TRANSITIONAL RESIDENCY PROGRAM FOR UP TO 10 VOLUNTEERS/CLIENTS (REFERRALS, COUNSELING, TELEPHONE, SHOWERS AND LAUNDRY). RELATED PROGRAMS INCLUDE ONE-ON-ONE COUNSELING AND CASE MANAGEMENT FOR FAMILY AND WAGE-EARNER GOAL SETTING, SAVINGS FOR THE FUTURE HOME AND TRANSPORTATION, AND SETTING HEALTH (SMOKING CESSATION) AND PARENTING GOALS, AND MORE.THIS PROGRAM SERVED 2,660 PERSONS. 3376297 1923403 314898 HOUSE PROGRAMS - CATHOLIC CHARITIES IS A HUD-CERTIFIED HOUSING COUNSELING AGENCY. IT PROVIDED INDIVIDUAL COUNSELING ON RENTAL ISSUES, OCCUPANCY PROBLEMS, AND ATTAINING SECTION 8 HOUSING. IT HOUSED AROUND 250 PEOPLE PER NIGHT. TRANSITIONAL HOUSING PROGRAMS OFFERED ONE TO TWO YEARS OF TRANSITIONAL HOUSING IN SANTA ROSA WHICH OFFERED A ONE-TO-TWO YEAR TRANSITIONAL HOUSING AND SUPPORTIVE SERVICES PROGRAM FOR SINGLE MOTHERS.) ADDITIONALLY OUR RAPID RE-HOUSING PROGRAM PROVIDES FINANCIAL ASSISTANCE TO HELP RE-HOUSE INDIVIDUALS QUICKLY AS WELL AS PROVIDES CASE MANAGEMENT FOR THOSE INDIVIDUALS ONCE THEY ARE HOUSED. ONE NEW PROGRAM WE HAVE STARTED IN THE LAST YEAR WAS THE PALMS INN WHICH IS A 104 UNIT MOTEL THAT WAS CONVERTED INTO PERMANENT SUPPORTIVE HOUSING FOR VETERANS AND CHRONICALLY HOMELESS INDIVIDUALS. CATHOLIC CHARITIES MANAGES 44 OF THE UNITS FOR CHRONICALLY HOMELESS AND PROVIDES THE 24/7 STAFF SUPPORT FOR THE VETERANS AS WELL. THIS PROGRAM SERVED 397 PERSONS. 3304491 188014 COMMUNITY AND PARISH SERVICES (CPS) - CPS PROVIDES HEALTH EDUCATION AND ENROLLMENT ASSISTANCE FOR PUBLIC NUTRITION AND MEDICAL BENEFITS IN SONOMA, LAKE, NAPA AND MENDOCINO COUNTIES. SUPPORTING SERVICES INCLUDE FINANCIAL EDUCATION AND COACHING, INCOME TAX PREPARATION FOR LOW INCOME FAMILIES, AND COMMUNITY RESOURCE REFERRALS. 4321445 691350 IMMIGRATION SERVICES - THE FEDERAL DEPARTMENT OF JUSTICE ACCREDITS THE CATHOLIC CHARITIES IMMIGRATION OFFICE AND STAFF WHO PROVIDE FREE OR LOW-COST IMMIGRATION LEGAL CONSULTATIONS AND EDUCATION ON IMMIGRATION BENEFITS AND NEW FEDERAL LAWS, REUNITE FAMILIES, HELP INDIVIDUALS BECOME U.S. CITIZENS, ASSIST IMMIGRANT VICTIMS OF DOMESTIC VIOLENCE AND HUMAN TRAFFICKING, AND EMPOWER IMMIGRANTS TO BECOME MORE FULLY INVOLVED IN CIVIC LIFE.SENIOR PROGRAMS -(1) SHAW MEMORY CARE CENTER - THE SHAW MEMORY CARE CENTER (THE "CENTER") IS A STATELICENSED CARE PROGRAM THAT PROVIDES A FULL DAY PROGRAM FOR ADULTS LIVING WITH MEMORY LOSS DIAGNOSIS. THE CENTER OPERATES FIVE DAYS A WEEK, GIVING FAMILY MEMBERS RESPITE FROM CAREGIVING WHILE THE LOVED ONES DIAGNOSED WITH MEMORY LOSS PARTICIPATE IN SOCIAL PROGRAMS TO SUPPORT THEIR OVERALL QUALITY OF LIFE. THE CENTER ALSO OFFERS SUPPORT GROUPS FOR FAMILY MEMBERSAND A REGISTERED NURSE ON STAFF.(2) THE CARES PROGRAM - THE CARES PROGRAM PROVIDES FREE PRIVATE TRANSPORTATION FOR SENIORS NO LONGER ABLE TO DRIVE SO THEY CAN ACCESS MEDICAL APPOINTMENTS AND ATTEND TO GROCERY SHOPPING AND OTHER ERRANDS.(3) I'M HOME ALONE (IHA) - IHA VOLUNTEERS MAKE DAILY TELEPHONE CALLS TO SENIORS AND OTHER HOMEBOUND ADULTS TO ENSURE CLIENTS ARE WELL. OVER 1,000 INDIVIDUALS ARE CONTACTED ANNUALLY.RESTYLE MARKETPLACE - CATHOLIC CHARITIES OPERATES A THRIFT STORE THAT SELLS DONATED MERCHANDISE TO CREATE REVENUE FOR THE AGENCY, EXPAND COMMUNITY AWARENESS OF AGENCY SERVICES AND PROGRAMS, AND PROVIDE JOB SKILLS DEVELOPMENT AND COMMUNITY SERVICE OPPORTUNITIES FOR VOLUNTEERS. 4321445 691350 15383031 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 176 0 1 230 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MARILYN STUART 7075288712 987 AIRWAY COURT SANTA ROSA CA 95402 CATHERINE TRIONE SECRETARY 2.00 X X 0 0 0 LOIE SAUER DIRECTOR 2.00 X 0 0 0 THE MOST REV ROBERT F VASA CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 BETH RYAN VICE PRESIDENT 2.00 X X 0 0 0 JOAN MAXWELL DIRECTOR (THRU 11/18) 2.00 X 0 0 0 REV MSGR DANIEL P WHELTON SECRETARY (THRU 7/19) 2.00 X X 0 0 0 DENISE DIXON TREASURER 2.00 X X 0 0 0 MARIDEL PERLAS DIRECTOR 2.00 X 0 0 0 FRANK CONNELLY DIRECTOR 2.00 X 0 0 0 DENNIS J BYRNE DIRECTOR 2.00 X 0 0 0 RICK ABBOTT PRESIDENT 2.00 X X 0 0 0 MICHAEL A SULLIVAN DIRECTOR 2.00 X 0 0 0 MARIA LEMUS DIRECTOR 2.00 X 0 0 0 LEN MARABELLA CEO 40.00 X X 126903 0 6912 JAMES NANTELL DIRECTOR 2.00 X 0 0 0 MARILYN STUART DIRECTOR OF FINANCE/ACCTG 40.00 X 88224 0 15422 MARIA A SOLAREZ DIRECTOR OF HUMAN RESOURCES 40.00 X 82478 0 15135 ANGELA R MOELLER SENIOR DIRECTOR OF DEVELOPMENT 40.00 X 80915 0 28086 KAREN SHIMIZU SENIOR DIRECTOR OF OPERATIONS 40.00 X 90960 0 15614 JENNIELYNN HOLMES SENIOR DIRECTOR OF SHELTER 40.00 X 93308 0 5019 562788 0 86188 1 0 0 0 PYATOK ARCHITECT INC 1611 TELEGRAPH AVE STE 200 OAKLAND CA 94612 ARCHITECTURE FOR CARITAS 231630 SOCO PRIVATE SECURITY INC 730 2ND STREET UNIT 3483 SANTA ROSA CA 94502 SECURITY 106229 BANGSBERG CONSULTING GROUP 1809 BELLA VISTA WAY SANTA ROSA CA 95403 CARITAS PROJECT MANAGER 105372 APPLEONE PO BOX 29048 GLENDALE CA 91209 EMPLOYMENT AGENCY 100668 4 8758105 11997918 683338 20756023 RENTAL INCOME 900099 314898 314898 FEES, PROGRAM SERVICES 900099 244502 244502 559400 114522 114522 454707 7859 446848 446848 INSURANCE PROCEEDS 900099 86938 86938 OTHER REVENUE 900099 62758 62758 149696 22026489 1006248 0 264218 2571435 2571435 639408 88497 445811 105100 6914256 6173476 464524 276256 223312 205336 9442 8534 1789546 1506486 196230 86830 549588 458087 64114 27387 509593 509593 53905 53905 1525442 1393606 109818 22018 99083 26607 17905 54571 766716 626244 94420 46052 1572507 1457847 100419 14241 135290 127670 4444 3176 50713 38252 9535 2926 108827 108827 328228 288968 28312 10948 82613 78179 626 3808 REPAIRS AND MAINTENANCE 511928 501416 8227 2285 TAXES AND LICENSES 119192 81126 19390 18676 EQUIP RENTAL/MAINTENANC 83684 74521 7445 1718 MISCELLANEOUS 61195 119 46076 15000 -905797 -933261 19962 7502 17790664 15383031 1700605 707028 3203599 2231656 444109 775020 4645224 4580362 22012 22012 64966 64749 15023653 3235465 9983882 11788188 1383097 7428844 224816 89318 204987 202716 20176692 27182865 1682023 1656860 0 3517807 3154368 2415863 4836391 7590530 X 4081298 6749954 11079913 12842381 179090 0 15340301 19592335 20176692 27182865 4235825 16209 0 X X 0 1 X 1 1 1 X 8621618 11231311 12420164 18163743 20756023 71192859 8621618 11231311 12420164 18163743 20756023 71192859 71192859 23577 13982 11531 16986 114362 180438 22454 48732 46383 149696 267265 71640562 5762189 0.99380 0.99620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 334518 17807 352325 311277 23241 334518 282093 29184 311277 283009 -916 282093 273685 9724 400 283009 1.00000 0 0 3797100 3797100 9042818 3235465 5807353 342695 342695 272186 272186 1568854 1568854 11788188 X 22050557 16209 7859 24068 22026489 0 22026489 17798523 7859 7859 17790664 0 17790664 PART V, LINE 4: THE INTENDED USE OF CATHOLIC CHARITIES' ENDOWMENT, TOTALING $352,325 IS TO SUPPORT THE MISSION OF THE ORGANIZATION. PART X, LINE 2: CATHOLIC CHARITIES OF SANTA ROSA HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2019, CATHOLIC CHARITIES OF SANTA ROSA DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A LIABILITY WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 7,859. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 7,859. 1 RENT, UTILITIES AND OTHER HOUSING ASSISTANCE 540 1321820 HOUSING/RELOCATION COSTS 144 219634 FMV TRANSPORTATION COSTS 52 58244 LANDLORD INCENTIVES 67 58000 HOME REPAIRS AND HOUSESHOLD EQUIPMENT 155 58244 BASIC NEEDS 550 34212 OTHER FINANCIAL ASSISTANCE 173 41134 FOOD 4080 0 402273 FMV CLOTHING, HOUSEHOLD ITEMS 1548 0 281055 FMV CLOTHING, HOUSEHOLD ITEMS PART I, LINE 2: CATHOLIC CHARITIES' JUBILEE CENTER MAINTAINS A MONTHLY LOG THAT INCLUDES THE CLIENTS' NAME AND REASON THEY OBTAINED GIFT CARD. TO TRACK BAGS OF FOOD: CALFRESH SIGN-IN SHEET, CALFRESH APPLICATIONS, AND REGISTRATION SHEETS AT FOOD DISTRIBUTIONS ARE TOTALED. CATHOLIC CHARITIES' EMERGENCY FUND ASSISTANCE IS OFFERED ON A LIMITED BASIS FOR QUALIFIED APPLICANTS IN DESIGNATED CATEGORIES. A GRANTEE'S ADDRESS IS VERIFIED AND METHOD OR VEHICLE OF VERIFICATION IS DOCUMENTED ON APPLICATION. COPIES OF UTILITY BILLS ARE REQUESTED FOR UTILITY ASSISTANCE REQUESTS. GRANTEES PRESENT A FORM OF ID WHICH IS USED AS VERIFICATION AND A COPY IS SUBMITTED WITH APPLICATION. APPLICATIONS FOR ASSISTANCE ARE REVIEWED BY A COMMITTEE OF AT LEAST 3 STAFF MEMBERS. APPLICATIONS MUST BE APPROVED BY AT LEAST 2 STAFF MEMBERS TO BE SUBMITTED WITH A CHECK REQUEST. RECORDS ARE KEPT FOR 10 YEARS. CECELIA SHIMIZU DAUGHTER OF OFFICER OF THE ORGANIZATION 26228 EMPLOYMENT 0 X 29579 FMV X 212352 FMV X 14 402273 FMV X OTHER - EBAY 1233 20040 FMV X OTHER- JEWELRY 2461 19094 FMV 0 0 1 1 PART I, COLUMN (B): THIS NUMBER REPRESENT THE NUMBER OF CONTRIBUTIONS MADE AND NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE ORGANIZATION ACCEPTS VEHICLES DONATIONS THROUGH CAR EASY LOCATED AT 4669 MURPHEY CANYON RD, SUITE 220, SAN DIEGO, CA 92123. FORM 990, PART VI, SECTION B, LINE 11B AUDIT COMMITTEE REVIEWS THE FORM 990 WITH THE AUDITOR AND THEN PRESENTS TO THE BOARD FOR ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 12C CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA (CCDSR) IS COMMITTED TO PREVENTING THE ENRICHMENT OF INSIDERS THROUGH THE ADOPTION AND ENFORCEMENT OF A CONFLICT OF INTEREST POLICY CONSISTENT WITH STATE LAWS AND REGULATIONS. ADHERING TO A WELL-DEFINED CONFLICT OF INTEREST POLICY WILL HELP CATHOLIC CHARITIES PREEMPT EVEN THE PERCEPTION THAT RESOURCES ARE BEING USED FOR PERSONAL GAIN BY BOARD MEMBERS, STAFF MEMBERS, AND VOLUNTEERS OF CCDSR. THIS OVERSIGHT WILL PROVIDE ORGANIZATIONAL PROCEDURES WITH STRATEGIES THAT WILL HELP AVOID THE APPEARANCE OR ACTUALITY OF PRIVATE BENEFIT TO INDIVIDUALS WHO ARE IN A POSITION OF SUBSTANTIAL AUTHORITY AND WILL ENSURE THAT CONTACT AND BUSINESS ARRANGEMENTS SERVE THE ORGANIZATION'S AND SERVICE RECIPIENT'S BEST INTERESTS, NOT PRIVATE INTEREST. A PERSONAL OR FINANCIAL INTEREST OR INVOLVEMENT BY A BOARD MEMBER, STAFF MEMBER, OR VOLUNTEER IN ANY CUSTOMER, CLIENT, COMPETITOR, OR SUPPLIER OF CCDSR, INCLUDING OUTSIDE EMPLOYMENT OR CONSULTING, IS CONSIDERED A POTENTIAL CONFLICT OF INTEREST. IF A BOARD MEMBER, STAFF MEMBER, VOLUNTEER, OR CONTRACTOR OR ANY OF HIS OR HER CLOSE RELATIVES (SPOUSE, DOMESTIC PARTNER, CHILD, SISTER, BROTHER, PARENT, GRANDPARENT, SPOUSE OF A CHILD, IN-LAWS, OR SPOUSE OF A BROTHER OR SISTER) HAS, OR IS CONSIDERING HAVING, A PERSONAL OR FINANCIAL INTEREST IN A CUSTOMER, CLIENT, COMPETITOR, OR SUPPLIER OF CCDSR, OR REAL ESTATE ADJACENT TO A CCDSR LOCATION, THE BOARD MEMBER, EMPLOYEE, STAFF MEMBER, OR CONTRACTOR MUST DISCLOSE THE INTEREST OR RELATIONSHIP TO THE BOARD PRESIDENT OR CHAIR OF THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR, OR IMMEDIATE SUPERVISOR OF CCDSR. FURTHERMORE, BOARD MEMBERS, EMPLOYEES, VOLUNTEERS, OR CONTRACTORS MAY NOT GIVE OR ACCEPT GIFTS, LOANS, OR FAVORS FROM PERSONS HAVING BUSINESS RELATIONSHIPS WITH CCDSR. THE RECEIPT OR GIVING OF SMALL GIFTS OR CASUAL ENTERTAINING FOR BUSINESS PURPOSES, HOWEVER, IS NOT PROHIBITED. FAILURE TO PROMPTLY DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO THE BOARD PRESIDENT OR CHAIR OF THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR, OR IMMEDIATE SUPERVISOR OF CCDSR MAY RESULT IN DISCIPLINE, UP TO AND INCLUDING, DISMISSAL. WHENEVER THESE ISSUES ARISE, THE BOARD PRESIDENT OR CHAIR OF THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR, OR IMMEDIATE SUPERVISOR OF CCDSR MUST BE CONTACTED TO REVIEW THE ISSUE. CCDSR RESERVES THE RIGHT TO DETERMINE WHETHER ANY RELATIONSHIP REPRESENTS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST IN VIOLATION OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT BOARD COMMITTEE, USING COMPARABILITY DATA, SETS COMPENSATION AND DOCUMENTS DISCUSSIONS AND DECISIONS COMTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDITED FINANCIAL STATEMENTS OVERSIGHT AND SELECTION PROCESS HAVE NOT CHANGED FROM PRIOR YEARS. THE ROMAN CATHOLIC BISHOP OF SANTA ROSA 985 AIRWAY COURT SANTA ROSA CA 95403 941530038 DIOCESE OF SANTA ROSA CA 501(C)(3) RELIGIOUS ORG 0 DIOCESE OF SANTA ROSA PO BOX 1297 SANTA ROSA CA 95402 942509590 DIOCESE OF SANTA ROSA CA 501(C)(3) RELIGIOUS ORG 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0