2018-05-24T14:25:35-05:00 2017-09-30 743001153 PMB HELIN DONOVAN LLP 12301 Research Blvd Bldg 5 160 Austin TX 78759 990 2016-10-01 741909670 Caritas of Austin CARI 5124725269 po box 1947 Austin TX 78767 Jo Kathryn Quinn EXECUTIVE DIRECTOR 5124725269 2018-04-25 1 Norman Trubee P00962119 5122589670 2018-04-25 2016 2022-09-23 18:48:47Z JO KATHRYN QUINN po box 1947 Austin TX 78767 12981611 0 X www.caritasofaustin.org X 1977 TX CARITAS OF AUSTIN WORKS TO END HOMELESSNESS THROUGH HOUSING, FOOD, EDUCATION, AND EMPLOYMENT SERVICES. 20 20 110 1532 0 0 12413319 12685492 227425 182259 1191 -27666 -36574 22230 12605361 12862315 0 5831853 0 0 0 4090457 0 79923 813164 12601874 2544182 12601874 12546415 3487 315900 3730901 3961093 689021 603313 3041880 3357780 X CARITAS PROVIDES A SERVICE CONTINUUM FOR THOSE EXPERIENCING POVERTY THAT BEGINS WITH A SAFETY NET AND LINKS THEM TO RESOURCES TO ACHIEVE SELF-SUFFICIENCY. 0 0 3839125 2997474 BEST SINGLE SOURCE PLUS (BSS PLUS) PROGRAM IS A COLLABORATION AMONG THIRTEEN OF THE AUSTIN AND TRAVIS COUNTY AREA'S LEADING NONPROFIT SERVICE PROVIDERS, TRADING COMPETITION FOR COLLABORATION TO BENEFIT THOSE MOST IN NEED. PARTICIPATING AGENCIES INCLUDE: AIDS SERVICES OF AUSTIN, ANY BABY CAN, THE ARC OF THE CAPITAL AREA, CARITAS OF AUSTIN, CATHOLIC CHARITIES OF CENTRAL TEXAS, FAMILY ELDERCARE, FOUNDATION FOR THE HOMELESS, FRONT STEPS, GOODWILL INDUSTRIES OF CENTRAL TEXAS, MEALS ON WHEELS AND MORE, SAFEPLACE, SALVATION ARMY, AND THE WRIGHT HOUSEWELLNESS CENTER. THE BSS PLUS PROGRAM PROVIDES COMPREHENSIVE CASE MANAGEMENT AND BASIC NEEDS (RENT, MORTGAGE, UTILITY ASSISTANCE AND HOUSING SUPPORTS) SERVICES TO ELIGIBLE INDIVIDUALS AND FAMILIES IN THE TRAVIS COUNTY AND AUSTIN AREA. THE PROGRAM'S PRIMARY PURPOSE IS ESTABLISHING HOUSING STABILITY, PREVENTING, AND ENDING HOMELESSNESS. CARITAS OF AUSTIN IS THE FISCAL AND ADMINISTRATIVE AGENT FOR BSS PLUS AND HOUSES A DEDICATED PROGRAM COORDINATOR FOR THE PROJECT. 1698339 899721 RESETTLEMENT SERVICES FOR DOCUMENTED REFUGEES BEGINS WITH THEIR ARRIVAL IN AUSTIN AND INCLUDES HOUSING, CULTURAL ORIENTATION, EMPLOYMENT ASSISTANCE, AND CONNECTION TO OTHER COMMUNITY RESOURCES. THE GOAL OF THESE SERVICES IS TO HELP REFUGEES TRANSITION TO LIFE IN THE UNITED STATES AND ACHIEVE SELF-SUFFICIENCY WITHIN THEIR FIRST SIX MONTHS OF ARRIVAL. REFUGEES SERVED ARE APPROVED FOR RESETTLEMENT BY THE UNITED STATES GOVERNMENT. 1785650 975571 EMPLOYMENT SERVICES PROGRAM PROVIDES CLIENTS OPPORTUNITIES TO FIND AND KEEP JOBS IN ORDER TO SUPPORT THEMSELVES AND THEIR FAMILIES. CLIENTS RECEIVE ASSISTANCE WITH SHORT-TERM JOB PLACEMENT AS WELL AS LONG-TERM CAREER DEVELOPMENT. SERVICES INCLUDE: PRE-EMPLOYMENT PREPARATION SUCH AS JOB READINESS TRAINING, VOCATIONAL CERTIFICATION, ESL CLASSES, AND ASSISTANCE WITH PROFESSIONAL RECERTIFICATION; REFERRAL AND PLACEMENT; WORK AUTHORIZATION; LOGISTICAL SUPPORT; NEW HIRE PAPERWORK ASSISTANCE; AND POST-HIRE SUPPORT. 2082412 1293419 182259 SUPPORTIVE HOUSING PROGRAMS PROVIDE PERMANENT HOUSING AND ONSITE SUPPORTIVE SERVICES FOR INDIVIDUALS WHO HAVE EXPERIENCED LONG-TERM HOMELESSNESS AND WHO ARE RECOVERING FROM THE TRAUMA THEY HAVE EXPERIENCED WHILE BEING HOMELESS. 773579 297118 THE SUPPORTIVE SERVICES FOR VETERAN FAMILIES PROGRAM IS DESIGNED TO INCREASE HOUSING STABILITY FOR VETERAN FAMILIES THAT ARE AT-RISK OF HOMELESSNESS OR EXPERIENCING HOMELESSNESS SUPPORTIVE SERVICES INCLUDE OUTREACH, CASE MANAGEMENT, HELP IN OBTAINING VA BENEFITS, EMERGENCY FINANCIAL ASSISTANCE, AND ASSISTANCE OBTAINING AND COORDINATING OTHER PUBLIC BENEFITS. 550904 49388 OTHER PROGRAM SUPPORT INCLUDES CLASSES FOR HIGHLY TRAINED VOLUNTEERS THAT MENTOR PERSONS EXPERIENCING POVERTY AND NEWLY-ARRIVED DOCUMENTED REFUGEES AS THESE PERSONS MOVE FROM CRISIS-DRIVEN LIVES TO STABLE, SELF-SUFFICIENT LIVES IT ALSO INCLUDES PROGRAM ELIGIBILITY SCREENING, SCHEDULING APPOINTMENTS WITH PROGRAM STAFF, AND REFERRING INDIVIDUALS TO COMMUNITY RESOURCES. 470449 192371 FOOD SERVICES CONSIST OF THE CARITAS COMMUNITY KITCHEN AND FOOD PANTRY EACH WEEKDAY THE CARITAS COMMUNITY KITCHEN SERVES A HOT, NUTRITIOUS LUNCH TO OVER 300 PEOPLE, NO QUESTIONS ASKED THE FOOD PANTRY PROVIDES GROCERIES AND HYGIENE ITEMS TO INDIVIDUALS AND FAMILIES ALREADY RECEIVING SERVICES FROM CARITAS OF AUSTIN. 203487 12933 EDUCATION CLASSES PROVIDE CLIENTS WITH OPPORTUNITIES TO ENRICH THEIRLIVES AND SUPPORT THEIR PATH TO SELF SUFFICIENCY THE PROGRAM TAKES A HOLISTIC APPROACH BY TEACHING THE PARTICIPANTS THE TOOLS THEY WILL NEED TO ACHIEVE THEIR PERSONAL AND FINANCIAL GOALS CARITAS' EDUCATION CLASSES FOCUS ON THREE AREAS LIFE SKILLS, MONEY MANAGEMENT, AND WORKFORCE DEVELOPMENT. 4080831 1845229 182259 11403945 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 514 0 1 110 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Dodie Brown 5124794610 po box 1947 Austin TX 78767 C LANE PRICKETT PRESIDENT 2.00 X X 0 0 0 JOHN LAVORATO President-elect 1.00 X X 0 0 0 JOHN BRINDLEY VP of Finance & Monitoring 1.00 X X 0 0 0 NANCY BURNS Secretary 1.00 X X 0 0 0 LUKE MARTINEZ CO-CHAIR, FINANCE & MONITO 1.00 X X 0 0 0 KEITH FERN Ex-Officio 1.00 X X 0 0 0 Ramesh Swaminathan DIRECTOR 1.00 X 0 0 0 HARVEY GIBLIN DireCTOR 1.00 X 0 0 0 MONICA CROWLEY DIRECTOR 1.00 X 0 0 0 Lori Freedman DIRECTOR 1.00 X 0 0 0 Monica Guzman DIRECTOR 1.00 X 0 0 0 TROY WEST DIRECTOR 1.00 X 0 0 0 TRACY SNODGRASS DIRECTOR 1.00 X 0 0 0 Anselmo Unite DIRECTOR 1.00 X 0 0 0 EMILY LUBBERS DIRECTOR 1.00 X 0 0 0 MIKE HAGGERTY DIRECTOR EMERITUS 1.00 X 0 0 0 ERIK DITHMER DIRECTOR 1.00 X 0 0 0 JENNY GREGORCYK DIRECTOR 1.00 X 0 0 0 LARRY GRAHAM DIRECTOR 1.00 X 0 0 0 Melissa Ayala DIRECTOR 1.00 X 0 0 0 JO KATHRYN QUINN EXECUTIVE DIRECTOR 40.00 X 120220 0 6156 DODIE BROWN CFO 40.00 X 107317 0 7083 227537 0 13239 2 0 0 0 0 329775 9190749 3164968 279364 12685492 Hud public housing program 900099 182259 182259 182259 546 546 28212 -28212 -28212 -28212 30716 329775 91084 -60368 -60368 Miscellaneous 900099 82598 82598 82598 12862315 264857 0 -88034 X 811513 811513 5020340 5020340 227537 192716 10576 24245 3150737 2668572 146446 335719 424080 363419 16758 43903 288103 246893 11385 29825 25665 19901 3456 2308 79923 79923 1450251 1327433 48796 74022 420582 377209 11471 31902 127015 78919 41457 6639 136936 120161 4296 12479 28629 25072 920 2637 Printing, postage and s 153832 91919 13053 48860 Fundraising expenses 69381 69381 Communication 64723 56974 2103 5646 Direct client expenses 39670 4450 35220 27498 2904 14139 10455 12546415 11403945 329306 813164 493443 1296889 1649501 1157810 81756 118230 2503415 1115251 1506201 1388164 3730901 3961093 689021 603313 689021 603313 X 2452788 2295750 281376 385769 307716 676261 3041880 3357780 3730901 3961093 315900 0 X 0 1 X 1 1 1 X 10112740 11713086 11569464 12413319 12685492 58494101 10112740 11713086 11569464 12413319 12685492 58494101 58494101 370 16924 16950 13270 546 48060 43510 46577 4076 2585 82598 179346 58721507 1097386 0.99610 0.99670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 220800 220800 2033395 961473 1071922 249220 153778 95442 1388164 X 13015136 61737 91084 152821 12862315 0 12862315 12699236 61737 91084 152821 12546415 0 12546415 Part X, Line 2: Caritas is exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, except for any unrelated business activities. Unrelated business income, of which Caritas had no significant amounts for the years September 30, 2017 and 2016, is subject to federal income taxes. Accordingly, there is no provision or liability for federal income taxes in the accompanying financial statements. Management has analyzed the tax positions taken by Caritas, and has concluded that as of September 30, 2017 and 2016 there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. Management believes it is no longer subject to income tax examinations for years prior to its fiscal year ended September 30, 2013. Part XI, Line 2d - Other Adjustments: Reclassed fundraising expenses 91,084. Part XII, Line 2d - Other Adjustments: Reclassed fundraising expenses 91,084. X X X X X X 1 Daniller and Company 3724 Jefferson Street Ste 302 Austin TX 78731 Direct Mail 0 365493 79923 285570 365493 79923 285570 Words of hope dinner 360491 329775 30716 41635 49449 360491 329775 30716 41635 49449 91084 -60368 1 AIDS SERVICES OF AUSTIN PO Box 4874 Austin TX 78765 742440845 501 (c)(3) 50082 FMV To provide direct care services to individuals with HIV ANY BABY CAN 6027 Sheridan Ave Austin TX 78723 742684335 501 (c)(3) 98225 FMV To provide education and support services to needy children of Central Texas ARC OF THE CAPITAL AREA 4902 Grover Ave Austin TX 78756 741294429 501 (c)(3) 53006 FMV To provide pre and post release services to individuals re-entering the community from prison Catholic Charities of Central Texas 1625 Rutherford Ln Austin TX 78754 742928450 501 (c)(3) 87803 FMV To provide housing stability case management FAMILY ELDERCARE 1700 Rutherford Ln Austin TX 78754 742286387 501 (c)(3) 73670 FMV To provide housing stability case management FOUNDATION FOR THE HOMELESS 5202 Balcones Dr Austin TX 78731 742525249 501 (c)(3) 61698 FMV To provide resources to homeless families with children FRONT STEPS INC 500 E 7th St Austin TX 78701 742824054 501 (c)(3) 68553 FMV To provide shelter, education, and affordable housing to the homeless GOODWILL CENTEX 1015 Norwood Park Blvd Austin TX 78753 741322808 501 (c)(3) 98068 FMV To provide resources to help individuals with barriers to employment move th MEALS ON WHEELS AND MORE 3227 E 5th St Austin TX 78702 237202594 501 (c)(3) 44088 FMV To provide housing stability case management SAFE PLACE 1515 Grove Blvd Austin TX 78741 742638204 501 (c)(3) 72340 FMV To provide shelter and protection for individuals affected by sexual and domestic violence SALVATION ARMY 501 East 8th St Austin TX 78701 362167910 501 (c)(3) 48322 FMV To provide housing stability case management THE WRIGHT HOUSE WELLNESS CENTER 8101 Cameron Rd 105 Austin TX 78754 742504808 501 (c)(3) 55658 FMV To provide no to low cost support, education, and resources to persons living with HIV and Hepatitis C Food assitance 71200 146966 FMV Meals and other food Rent and Utility Assistance 1774 3765979 Rent and Utilities paid on behalf of individuals Employment Assitance 138 32241 19423 FMV Work clothes, shoes, employment training Personal Care Assistance 803 337888 112975 FMV Household furnishings, personal items, medical , childcare Part I, Line 2: RECIPIENTS ARE REQUIRED TO SUBMIT AN INITIAL BUDGET, THEN MONTHLY REIMBURSEMENT REQUESTS ARE REQUIRED. MONTHLY REQUESTS ARE REVIEWED FOR REASONABLENESS BASED ON THE INITIAL BUDGET. PROGRAM MANAGERS AND DIRECTORS MONITOR THE USE OF GRANT FUNDS TO ENSURE THAT CONTRACT GUIDELINES ARE FOLLOWED. ADDITIONALLY, EACH GOVERNMENT AGENCY PERFORMS AN AUDIT OR REVIEW OF THE CONTRACTS PERIODICALLY. X 39227 FMV X 430 146966 FMV X Transportation E.G. bicycles, bus passes 3631 88497 FMV X Other non-cash 17 4674 FMV 0 0 1 Part I, Line 32b: THIRD PARTIES ARE USED TO SELL SECURITIES RECEIVED AS NONCASH CONTRIBUTIONS. Form 990, Part VI, Section B, line 11b THE 990 IS REVIEWED BY THE CFO AND EXECUTIVE DIRECTOR, THEN PRESENTED TO THE FINANCE AND MONITORING COMMITTEE OF THE BOARD OF DIRECTORS. ONCE APPROVED BY THE COMMITTEE, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO SUBMISSION. Form 990, Part VI, Section B, line 12c OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY. KEY EMPLOYEES ARE REQUIRED TO INFORM A SUPERVISOR OF ANY CONFLICTS OF INTEREST. Form 990, Part VI, Section B, line 15 THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BASED ON PERFORMANCE AND COMPARABLE SALARIES. OTHER OFFICERS AND KEY EMPLOYEES' SALARIES ARE DETERMINED BY THE EXECUTIVE DIRECTOR BASED ON PERFORMANCE REVIEWS AND COMPARABLE SALARIES. Form 990, Part VI, Section C, line 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part IX, line 11g Other Professional Fees: Program service expenses 1,327,433. Management and general expenses 48,796. Fundraising expenses 74,022. Total expenses 1,450,251. Caritas of Austin Partnership Housing LLC 611 Neches Street Austin TX 78701 208157261 Housing TX Caritas of Austin C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0