CATHOLIC CHARITIES OF SANTA CLARA COUNTY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC CHARITIES OF SANTA CLARA COUNTY (EIN 94-2762269)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-04-12
- IRS object ID
- 201811029349300901
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-12T11:07:51-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770051130 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Abbott Stringham & Lynch | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 Meridian Ave 2nd Flr | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942762269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catholic Charities of Santa Clara County | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 4084680100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2625 Zanker Road | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951342107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Margaret P Williams | PersonNm |
| Person Title | CFO/CAO | PersonTitleTxt |
| Phone | 4084680100 | PhoneNum |
| Signature | 2018-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sheba B Dalaney | PreparerPersonNm |
| PTIN | P00351252 | PTIN |
| Phone | 4083778700 | PhoneNum |
| Preparation | 2018-03-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.217.167.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-27 | IPDt |
| IP Tm | 15:40:43 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EF00B7DA65A2A7B6AFF66C3D2067823D096D4B20 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4F72E0DB1F6FFD53C8CE67262249EDE027C95480 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Gregory Kepferle | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2625 Zanker Road | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951342107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,970,165 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.catholiccharitiesscc.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Social Services providing a number of services such as; Mental Health for Adult, Youth and Older Adults, In-home Care Services, 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 702 | TotalEmployeeCnt |
| Total Volunteers | 2949 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $27,767,298 | PYContributionsGrantsAmt |
| CY Contributions Grants | $33,908,895 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,409,446 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,486,484 | CYProgramServiceRevenueAmt |
| PY Investment Income | $216,116 | PYInvestmentIncomeAmt |
| CY Investment Income | $203,103 | CYInvestmentIncomeAmt |
| PY Other Revenue | $383,572 | PYOtherRevenueAmt |
| CY Other Revenue | $145,176 | CYOtherRevenueAmt |
| PY Total Revenue | $30,776,432 | PYTotalRevenueAmt |
| CY Total Revenue | $36,743,658 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,301,357 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,185,974 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,969,015 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,884,030 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,687,622 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,389,221 | PYOtherExpensesAmt |
| CY Other Expenses | $8,464,017 | CYOtherExpensesAmt |
| PY Total Expenses | $33,659,593 | PYTotalExpensesAmt |
| CY Total Expenses | $35,534,021 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,883,161 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,209,637 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,839,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,459,285 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,159,306 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,116,656 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,679,878 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,342,629 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,495,885 | ExpenseAmt |
| Grant | $360,302 | GrantAmt |
| Revenue | $7,007,646 | RevenueAmt |
| Desc | Behavioral Health Services Behavioral Health Services works to improve the wellbeing of our participants through mental health, primary care and case management services.Adult Mental Health - Full Service Partnership-Criminal Justice and integration of mentally ill parolee's services - combines outpatient mental health, case management, medication support, crisis intervention and recovery from both mental and chemical dependency disorders for individuals and for other persons on probation or parole, who have been ordered by the court for treatment.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.Children and Family Services - offers outpatient services for children who are seriously emotionally disturbed and their families. Services include psychiatric evaluations, medical monitoring, therapy, and case management and family support, including supervised and home visits. Children ages 0-5 (First 5) are included in these services.Older Adult Services - a Full Service Partnership-Older Adults and comprehensive mental health services for older adults (Golden Gateway) provide 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.Inmate and Re-entry Supportive Services - Inmate Supportive Services (ISS) at the county's two adult correctional facilities respond to inmate requests for books, eye glasses, 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. Post-release services through a faith-based collaborative, Bridges of Hope, assists ex-offenders with re-integrating into society with jobs, housing, and counseling.John XXIII Integrated Behavioral Health/Primary Care Clinic - provides a medical home by integrating primary health care, exams, screenings, health education, enrollments and referrals with mental health and social services for a diverse population of vulnerable clients.Community Counseling - provides individual, couples, family and child counseling to parishioners and other county residents on a sliding fee scale. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,292,064 | ExpenseAmt |
| Grant | $127 | GrantAmt |
| Revenue | $6,743,240 | RevenueAmt |
| Desc | Children, Youth and Family Development ServicesChildren, Youth and Family Development 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 program at over twenty San Jose public schools. CORAL focuses on improving student achievement through balanced literacy and enrichment activities.First 5 Santa Clara County partners with families to support the healthy development of their children ages 0-5 years. The program includes parenting workshops plus community engagement and education activities.Successful Parents' Program, offered in Vietnamese and Spanish, helps parents develop a stronger, healthier relationship with their children. Workshops train parents to communicate effectively with their children and support their children's mental, emotional and physical growth.WIC Peer Counseling Breastfeeding Program provide peer counseling and support to pregnant and early breastfeeding mothers using the Parent Education Model to improve breastfeeding rates in the Vietnamese and Latino communities.Intervention Services provides gang intervention services to at-risk 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.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.New Beginnings provides opportunities for parents of children ages 0-3 to enjoy interactive early learning activities with their newborns/infants.Probation Support Services provides intensive case management to youth on probation to prevent re-engagement with the criminal justice system.Washington United Youth Center (WUYC) offers 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.The Franklin-McKinley Children's Initiative is a place-based anti-poverty strategy focused on helping every child in the Santee neighborhood succeed from cradle to career through creating a strong and safe neighborhood, strengthening educational opportunities, and strengthening families through a community-based coalition. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,298,557 | ExpenseAmt |
| Grant | $2,226,947 | GrantAmt |
| Revenue | $5,870,988 | RevenueAmt |
| Desc | Unaccompanied Refugee Minors (URM)Program The Unaccompanied Refugee Minors (URM) program provides culturally and linguistically appropriate child welfare, foster care, and independent living services to youth who do not have parents in the United States, or who enter the U.S. unaccompanied by a parent, an immediate adult relative, or an adult having documentable legal evidence of custody of the minor. Refugee children who enter the U.S. with family, but later experience a family breakdown may be eligible to the URM program. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,376,277 | ExpenseAmt |
| Grant | $1,598,598 | GrantAmt |
| Revenue | $11,478,001 | RevenueAmt |
| Desc | Economic Development ServicesEconomic Development Services enables participants to move out of poverty and toward self-reliance.Employment Services provides comprehensive pre-employment (including English as a second language, computer classes and retail vocational training); employment, job retention, and job upgrade services to immigrants, refugees, and low income individuals. 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 Individual Development Savings Accounts (IDA) and free financial education programs for low-income individuals and families.TAX-EZ - Free Tax Preparation provides free and low cost tax preparation services to low-income individuals and families and businesses at various sites throughout Santa Clara County.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, fiance-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.Refugee Foster Care trains and supports persons who want to become foster parents. The program matches unaccompanied refugee minors from overseas with foster families in Santa Clara County.Refugee Resettlement offers sponsorship from refugee camps worldwide, family reunification, case management, cultural orientation, employment preparation, job placement, English as a Second Language (ESL), and computer training.Older Adult ServicesOlder 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, caregiver support groups, caregiver education and escorted transportation.Day Break Home Care is a social enterprise that trains and hires former clients as trusted caregivers to care for homebound elders and people with disabilities. 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.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 Language classes, 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.Parish PartnershipsParish Partnerships engages parishes to work together with each other and Catholic Charities to address poverty and the urgent social needs of parishioners and members of the wider community. Through Parish Partnerships, Catholic Charities acts as a social ministry catalyst for the parishes and transforms Catholic Charities services to be more responsive to needs of parishioners. In addition to convening parish and other faith-based social justice groups, Parish Partnerships also coordinates the recruitment, screening and placement of volunteers from parishes, schools, corporations and the community into agency programs. Parish Partnerships also facilitates Handicapables. Handicapables is a peer support and spiritual and social enrichment support group connecting people with disabilities with each other, their faith communities and with other volunteers.Step Up Silicon Valley Step Up Silicon Valley is Catholic Charities' anti-poverty network and social innovation laboratory turning ideas into actions that reduce poverty and increase economic opportunity in Silicon Valley. The initiative uses three main strategies: convening to raise awareness, advocating for policy changes, and incubating disruptive innovations to address the reality of poverty.Disaster Recovery ServicesDisaster Recovery Services are the disaster reponse arm of the Diocese with responsibility as the lead agency for long-term recovery and disaster case management services for the County of Santa Clara, including San Jose. The program assists survivors of the 2017 San Jose Coyote Creek Flood in finding temporary to permanent affordable housing, fulfills unmet needs, provides recovery planning, and helps clients reach self-sufficiency. The program also works to create preparedness for future disasters. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,376,277 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,598,598 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $11,478,001 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $28,462,783 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 128 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 702 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Margaret P Williams | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4083255110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2625 Zanker Road | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95134 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (44 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Michael Blach | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Bob Branham | |||||||
| Secretary | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Scott Camp | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Minda Cutcher | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Raymond Davilla | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Murray Demo | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Denzel | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Veronica Duluk | |||||||
| Vice President | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Nancy Erba | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Fran Harvey | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| James Lyons | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Judy Marcus | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Mikl | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Pope | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Khanh Duy Russo | |||||||
| President | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Mansoor Safi | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Sandra Sepulveda-Bromley | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Van Every | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Agnieszka Winkler | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian Baer | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Bishop Patrick McGrath | |||||||
| Chairman | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Rev Brendan McGuire | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian Mooney | |||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Gregory Kepferle | |||||||
| Board Member and CEO | 40.00 | Yes (X) | $241,000 | $0 | $6,857 | Yes (X) | |
| Margaret Williams | |||||||
| CAO and CFO | 40.00 | $184,669 | $0 | $4,388 | Yes (X) | ||
| Jacqueline Copland-Carlson | |||||||
| COO | 40.00 | $180,853 | $0 | $347 | Yes (X) | ||
| Carolyn Deleon | |||||||
| Chief HR Officer | 40.00 | $119,767 | $0 | $2,175 | Yes (X) | ||
| Caroline Ocampo | |||||||
| Chief of Communicaitons | 40.00 | $112,200 | $0 | $5,223 | Yes (X) | ||
| Linda Velasquez | |||||||
| Chief HR Officer | 40.00 | $46,676 | $0 | $130 | Yes (X) | ||
| Dro M Abrahamian | |||||||
| Chief Development Officer | 40.00 | $39,921 | $0 | $495 | Yes (X) | ||
| Susan Taylor | |||||||
| Chief Development Officer | 40.00 | $24,055 | $0 | $386 | Yes (X) | ||
| Ralph Oda | |||||||
| Controller | 40.00 | $129,123 | $0 | $11,529 | Yes (X) | ||
| Stephen Hicken | |||||||
| Division Director I | 40.00 | $125,639 | $0 | $5,992 | Yes (X) | ||
| Ali Alkoraishi | |||||||
| Psychiatrist | 25.00 | $222,988 | $0 | $0 | Yes (X) | ||
| Anna Tran | |||||||
| Nurse Practitioner | 40.00 | $151,782 | $0 | $1,823 | Yes (X) | ||
| Monica Sweet | |||||||
| Physician Assistant | 40.00 | $124,539 | $0 | $8,781 | Yes (X) | ||
| Sandra E Escobar | |||||||
| Senior Division Director | 40.00 | $129,490 | $0 | $510 | Yes (X) | ||
| Sara Reyes | |||||||
| Senior Division Director | 40.00 | $124,204 | $0 | $6,084 | Yes (X) | ||
| Shanila Sayani | |||||||
| Director of QA and Compliance | 40.00 | $116,937 | $0 | $87 | Yes (X) | ||
| Richard Felt | |||||||
| Assistant Controller | 40.00 | $110,430 | $0 | $7,684 | Yes (X) | ||
| Tatiana Colon-Rivera | |||||||
| Division Director I | 40.00 | $114,503 | $0 | $922 | Yes (X) | ||
| Alena Schultz | |||||||
| HR Director | 40.00 | $112,451 | $0 | $2,834 | Yes (X) | ||
| William Bailey | |||||||
| IT Director | 40.00 | $110,306 | $0 | $3,617 | Yes (X) | ||
| Angela R Albright | |||||||
| Senior Program Director | 40.00 | $104,395 | $0 | $1,055 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,625,928 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $70,919 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $41,125 | FederatedCampaignsAmt |
| Fundraising | $273,793 | FundraisingAmt |
| Government Grants | $21,781,425 | GovernmentGrantsAmt |
| All Other Contributions | $11,812,552 | AllOtherContributionsAmt |
| Noncash Contributions | $2,026,114 | NoncashContributionsAmt |
| Total Contributions | $33,908,895 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Program Service Fees | 900099 | $2,470,691 | $2,470,691 |
| Membership Dues | 900099 | $15,793 | $15,793 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,486,484 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $204,277 | TotalRevenueColumnAmt |
| Exclusion | $204,277 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $140,004 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $140,004 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $140,004 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $140,004 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $155,886 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $157,060 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,174 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,174 | TotalRevenueColumnAmt |
| Exclusion | -$1,174 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $61,114 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $273,793 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $69,447 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,333 | TotalRevenueColumnAmt |
| Exclusion | -$8,333 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $13,505 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,505 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,505 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,743,658 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,639,993 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $194,770 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,185,974 | TotalAmt |
| Program Services | $4,185,974 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $615,034 | TotalAmt |
| Program Services | $483,433 | ProgramServicesAmt |
| Management And General | $99,683 | ManagementAndGeneralAmt |
| Fundraising | $31,918 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,551,795 | TotalAmt |
| Program Services | $13,796,168 | ProgramServicesAmt |
| Management And General | $2,844,754 | ManagementAndGeneralAmt |
| Fundraising | $910,873 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,356 | TotalAmt |
| Program Services | $561,719 | ProgramServicesAmt |
| Management And General | $78,716 | ManagementAndGeneralAmt |
| Fundraising | $41,921 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,507,347 | TotalAmt |
| Program Services | $2,064,059 | ProgramServicesAmt |
| Management And General | $289,247 | ManagementAndGeneralAmt |
| Fundraising | $154,041 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,527,498 | TotalAmt |
| Program Services | $1,232,396 | ProgramServicesAmt |
| Management And General | $221,912 | ManagementAndGeneralAmt |
| Fundraising | $73,190 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,437 | TotalAmt |
| Program Services | $46,180 | ProgramServicesAmt |
| Management And General | $31,339 | ManagementAndGeneralAmt |
| Fundraising | $4,918 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,095 | TotalAmt |
| Program Services | $88,564 | ProgramServicesAmt |
| Management And General | $60,100 | ManagementAndGeneralAmt |
| Fundraising | $9,431 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,450,832 | TotalAmt |
| Program Services | $1,372,942 | ProgramServicesAmt |
| Management And General | $931,693 | ManagementAndGeneralAmt |
| Fundraising | $146,197 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,470 | TotalAmt |
| Program Services | $49,242 | ProgramServicesAmt |
| Management And General | $6,628 | ManagementAndGeneralAmt |
| Fundraising | $12,600 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,384,262 | TotalAmt |
| Program Services | $1,076,748 | ProgramServicesAmt |
| Management And General | $124,379 | ManagementAndGeneralAmt |
| Fundraising | $183,135 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,551 | TotalAmt |
| Program Services | $344,884 | ProgramServicesAmt |
| Management And General | $62,971 | ManagementAndGeneralAmt |
| Fundraising | $19,696 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $282,228 | TotalAmt |
| Program Services | $271,377 | ProgramServicesAmt |
| Management And General | $6,997 | ManagementAndGeneralAmt |
| Fundraising | $3,854 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,030 | TotalAmt |
| Program Services | $122,125 | ProgramServicesAmt |
| Management And General | $74,276 | ManagementAndGeneralAmt |
| Fundraising | $9,629 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,744 | TotalAmt |
| Management And General | $137,744 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,766 | TotalAmt |
| Program Services | $295,932 | ProgramServicesAmt |
| Management And General | $94,614 | ManagementAndGeneralAmt |
| Fundraising | $13,220 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,101 | TotalAmt |
| Program Services | $318,193 | ProgramServicesAmt |
| Management And General | $42,587 | ManagementAndGeneralAmt |
| Fundraising | $12,321 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Distributed items | $1,761,328 | $1,748,289 | $0 | $13,039 |
| Equipment | $406,538 | $329,443 | $57,430 | $19,665 |
| Miscellaneous | $197,078 | $33,512 | $160,823 | $2,743 |
| Subscriptions | $124,557 | $41,603 | $57,723 | $25,231 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,534,021 | TotalAmt |
| Program Services | $28,462,783 | ProgramServicesAmt |
| Management And General | $5,383,616 | ManagementAndGeneralAmt |
| Fundraising | $1,687,622 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $862,299 | BOYAmt |
| EOY | $4,161,637 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,018,861 | BOYAmt |
| EOY | $731,031 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,220,005 | BOYAmt |
| EOY | $4,942,865 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,946 | BOYAmt |
| EOY | $72,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,726,491 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,665,897 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,395,212 | BOYAmt |
| EOY | $4,060,594 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,358 | BOYAmt |
| EOY | $68,956 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,085,322 | BOYAmt |
| EOY | $15,275,531 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,181 | BOYAmt |
| EOY | $146,355 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,839,184 | BOYAmt |
| EOY | $29,459,285 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,907,035 | BOYAmt |
| EOY | $3,069,684 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,117 | BOYAmt |
| EOY | $121,196 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,200,000 | BOYAmt |
| EOY | $2,900,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,154 | BOYAmt |
| EOY | $25,776 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,159,306 | BOYAmt |
| EOY | $6,116,656 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,782,290 | BOYAmt |
| EOY | $7,350,627 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,899,924 | BOYAmt |
| EOY | $8,906,270 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,997,664 | BOYAmt |
| EOY | $7,085,732 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,679,878 | BOYAmt |
| EOY | $23,342,629 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,839,184 | BOYAmt |
| EOY | $29,459,285 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,209,637 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,453,116 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,485,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,591,692 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,165,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,767,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,910,996 | CurrentTaxYearAmt |
| Total | $147,921,158 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,485,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,591,692 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,165,937 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,767,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,910,996 | CurrentTaxYearAmt |
| Total | $147,921,158 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $147,921,158 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $356,782 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $388,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $377,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $359,939 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $344,281 | CurrentTaxYearAmt |
| Total | $1,827,119 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,079 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,505 | CurrentTaxYearAmt |
| Total | $70,466 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $149,818,743 | TotalSupportAmt |
| Public Support CY170 | 0.98730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98640 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,197,554 | BeginningYearBalanceAmt |
| Contributions | $88,068 | ContributionsAmt |
| Investment Earnings Or Losses | $1,044,405 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $328,531 | OtherExpendituresAmt |
| End Year Balance | $10,001,496 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,474,680 | BeginningYearBalanceAmt |
| Contributions | $28,041 | ContributionsAmt |
| Investment Earnings Or Losses | $6,127 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $311,294 | OtherExpendituresAmt |
| End Year Balance | $9,197,554 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,265,418 | BeginningYearBalanceAmt |
| Contributions | $191,831 | ContributionsAmt |
| Investment Earnings Or Losses | $311,372 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $293,941 | OtherExpendituresAmt |
| End Year Balance | $9,474,680 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,222,440 | BeginningYearBalanceAmt |
| Contributions | $47,553 | ContributionsAmt |
| Investment Earnings Or Losses | $1,266,395 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $270,970 | OtherExpendituresAmt |
| End Year Balance | $9,265,418 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,366,691 | BeginningYearBalanceAmt |
| Contributions | $217,549 | ContributionsAmt |
| Investment Earnings Or Losses | $856,259 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $218,059 | OtherExpendituresAmt |
| End Year Balance | $8,222,440 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.71000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,153,757 | OtherCostOrOtherBasisAmt |
| Book Value | $1,153,757 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,246,394 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,852,081 | DepreciationAmt |
| Book Value | $1,394,313 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,837,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,531,325 | DepreciationAmt |
| Book Value | $1,306,396 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,089,124 | OtherCostOrOtherBasisAmt |
| Depreciation | $983,000 | DepreciationAmt |
| Book Value | $106,124 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $399,495 | OtherCostOrOtherBasisAmt |
| Depreciation | $299,491 | DepreciationAmt |
| Book Value | $100,004 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,060,594 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CBIS CUIT Balanced Fund | $2,421,281 | F |
| CBIS CUIT Balanced Fund | $5,468,219 | F |
| Catholic Community Foundation | $7,386,031 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,275,531 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuity/Life Ins Obligations | $23,954 |
| Capital Lease | $1,822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $25,776 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,210,394 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,453,116 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $13,621 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,466,737 | RevenueNotReportedAmt |
| Revenue Subtotal | $36,743,657 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,743,658 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,547,643 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $13,621 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $13,622 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,534,021 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,534,021 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2014 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, 2013 and after could be subject to examination by state taxing authorities, generally for four years after they are filed. |
| Part XI, Line 4b - Other Adjustments: | Miscellaneous Other Items 1. |
| Part XII, Line 2d - Other Adjustments: | Miscellaneous Other Items 1. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Tournament | Event1Nm |
| Gross Receipts Event1 | $263,430 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $225,591 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $37,839 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $3,963 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $1,997 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,775 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $31,100 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,090 | OtherDirectExpensesEvent1Amt |
| Event2 | Bocce Tournament | Event2Nm |
| Gross Receipts Event2 | $69,917 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $46,642 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $23,275 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $3,870 | NonCashPrizesEvent2Amt |
| Entertainment Event2 | $21,560 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,092 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,560 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,560 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $334,907 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $273,793 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $61,114 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $7,833 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,997 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,775 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $52,660 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,182 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $69,447 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$8,333 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Financial Assistance | 750 | $1,367,376 |
| Other General Assistance | 380 | $366,366 |
| Rental Assistance | 1102 | $2,452,232 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gregory Kepferle | ||||||||||||||
| Board Member and CEO | $241,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,857 | $0 | $247,857 | $0 | $0 | $0 |
| Margaret Williams | ||||||||||||||
| CAO and CFO | $184,669 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $4,388 | $0 | $189,057 | $0 | $0 | $0 |
| Jacqueline Copland-Carlson | ||||||||||||||
| COO | $180,853 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $347 | $0 | $181,200 | $0 | $0 | $0 |
| Ali Alkoraishi | ||||||||||||||
| Psychiatrist | $222,988 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $222,988 | $0 | $0 | $0 |
| Anna Tran | ||||||||||||||
| Nurse Practitioner | $151,782 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,823 | $0 | $153,605 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 106 | ContributionCnt |
| Noncash Contributions Rpt F990 | $120,925 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Auction Price | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1982 | ContributionCnt |
| Noncash Contributions Rpt F990 | $157,482 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Price | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Amount per Agreement | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1195611 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,721,769 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Estimated Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Furniture | 1 | $10,000 | Estimated Value |
| Yes (X) | Supplies | 2 | $938 | Estimated Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Column (b): | Explanation: Securities - Publicly traded, number of shares is listed. Food Inventory, number of pounds is listed. |
| 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 2 | Disaster Recovery Services - Refer to description provided for Form 990, Part III, Line 4d. |
| 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 indiviual'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 -2. |
| Form 990, Part XII, Line 2c: | The process had not changed from prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Diocese of San Jose | ||
| P | $92,267 | Cost |
| Charities Housing (under same group exemption) | ||
| Q | $283,214 | Cost |
| Diocese of San Jose | ||
| P | $286,119 | Cost |
| Diocese of San Jose | ||
| N | $85,146 | Cost |
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