2017-03-08T16:30:14-06:00 2016-06-30 770051130 Abbott Stringham & Lynch 1530 Meridian Ave 2nd Flr San Jose CA 95125 990 2015-07-01 942762269 Catholic Charities of Santa Clara County CATH 4084680100 2625 Zanker Road San Jose CA 951342107 Margaret P Williams CFO/CAO 4084680100 2017-02-27 1 Sheba B Dalaney P00351252 4083778700 2017-02-27 2015 2021-01-29 14:40:06Z Gregory Kepferle 2625 Zanker Road San Jose CA 951342107 31207340 0 0928 X www.catholiccharitiesscc.org X 1981 CA Social Services providing a number of services such as; Mental Health for Adult, Youth and Older Adults, In-home Care Services, Refugee Program, Refugee Foster Care, Immigration Legal Services, Inmate Services, CORAL After School Programs, Youth Center, Senior Nutrition Program 27 26 652 2949 0 0 31165937 27767298 2298262 2409446 170854 216116 233473 383572 33868526 30776432 2408050 2301357 0 0 21156052 22969015 0 0 1644817 7808403 8389221 31372505 33659593 2496021 -2883161 26063775 25839184 2317407 5159306 23746368 20679878 X Catholic Charities of Santa Clara County serves and advocates for families and individuals in need, especially those living in poverty. Rooted in gospel values, we work to create a more just and compassionate community in which people of all cultures and beliefs can participate. 0 0 8002967 1982258 8750132 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. 6900971 654 7418935 Children, Youth and Family Development Services Children, 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. 7887184 231730 7977257 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. 4387378 86715 3817516 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. 4387378 86715 3817516 27178500 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 158 0 1 652 1 0 0 0 0 0 1 1 0 0 0 1 0 X 27 26 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Margaret P Williams 4083255110 2625 Zanker Road San Jose CA 95134 Michael Blach Board Member 3.00 X 0 0 0 Bob Branham Board Member 3.00 X 0 0 0 Scott Camp Board Member 3.00 X 0 0 0 Minda Cutcher Board Member 3.00 X 0 0 0 Raymond Davilla Board Member 3.00 X 0 0 0 Murray Demo Board Member 3.00 X 0 0 0 Michael Denzel Board Member 3.00 X 0 0 0 Veronica Duluk Board Member 3.00 X 0 0 0 Nancy Erba Board Member 3.00 X 0 0 0 Fran Harvey Board Member 3.00 X 0 0 0 James Lyons Board Member 3.00 X 0 0 0 Judy Marcus Board Member 3.00 X 0 0 0 Mark Mikl Board Member 3.00 X 0 0 0 Michael Pope Board Member 3.00 X 0 0 0 Khanh Duy Russo Board Member 3.00 X 0 0 0 Mansoor Safi Board Member 3.00 X 0 0 0 Sandra Sepulveda Board Member 3.00 X 0 0 0 Michael Van Every Board Member 3.00 X 0 0 0 Agnieszka Winkler Board Member 3.00 X 0 0 0 Frank Boitano Board Member 3.00 X 0 0 0 Gregory Staszko Board Member 3.00 X 0 0 0 Diana Bautista Board Member 3.00 X 0 0 0 Darcie Green Board Member 3.00 X 0 0 0 Bishop Patrick McGrath Board Member 3.00 X 0 0 0 Robert Serventi Board Member 3.00 X 0 0 0 Rev Brendan McGuire Board Member 3.00 X 0 0 0 Gregory Kepferle CEO and Board Member 40.00 X X 233247 0 42651 Margaret Williams CAO and CFO 40.00 X 191626 0 39793 Jacqueline Copland-Carlson COO 40.00 X 178195 0 22266 Ali Alkoraishi Psychiatrist 25.00 X 236681 0 20824 Deborah Baker Senior Director HR 40.00 X 187883 0 5829 Carolyn Deleon Chief HR Officer 40.00 X 169616 0 21167 Ralph Oda Controller 40.00 X 122533 0 60180 Stephen Hicken Division Director I 40.00 X 123252 0 24562 1443033 0 237272 8 0 1 0 0 76654 556270 20729674 6404700 2422954 27767298 Program Service Fees 900099 2386410 2386410 Membership Dues 900099 23036 23036 2409446 214916 214916 145023 0 145023 145023 145023 256577 2000 257377 0 -800 2000 1200 2000 -800 400001 556270 173531 226470 226470 Other Income 900099 12079 12079 12079 30776432 2568548 0 440586 2301357 2301357 615111 497957 88292 28862 17710157 14337094 2542082 830981 693705 572152 81673 39880 2394215 1974694 281883 137638 1555827 1305685 176947 73195 102621 60471 34901 7249 270773 159557 92090 19126 2249072 1325296 764911 158865 94361 52937 2358 39066 1314161 960552 144411 209198 419641 200183 219458 293401 278403 11735 3263 145112 71125 65162 8825 48351 48351 407666 346468 47105 14093 369601 331917 28464 9220 Distributed items 2075426 2060101 15325 Equipment 414444 293839 104071 16534 Subscriptions 94043 24162 52892 16989 Miscellaneous 90548 24550 49490 16508 33659593 27178500 4836276 1644817 825354 862299 1516521 1018861 4655772 5220005 63012 51946 12657343 8262131 4790744 4395212 66604 67358 14015314 14085322 130454 138181 26063775 25839184 2237248 2907035 36019 18117 2200000 44140 34154 2317407 5159306 X 10110947 7782290 6665798 5899924 6969623 6997664 23746368 20679878 26063775 25839184 -2883161 -183327 0 X X 0 1 X 1 1 1 X 28866967 27485235 27591692 31165937 27767298 142877129 28866967 27485235 27591692 31165937 27767298 142877129 142877129 409221 356782 388265 377852 359939 1892059 24493 13673 16195 15014 12079 81454 144850642 0.98640 0.98630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9474680 28041 6127 311294 9197554 9265418 191831 311372 293941 9474680 8222440 47553 1266395 270970 9265418 7366691 217549 856259 218059 8222440 6859502 552004 174113 218928 7366691 1 0 1153757 1153757 7225640 5667964 1557676 2837721 1373049 1464672 1075719 935860 139859 364506 285258 79248 4395212 CBIS CUIT Balanced Fund 2191441 F CBIS CUIT Balanced Fund 5067257 F Catholic Community Foundation 6826624 F 14085322 Annuity/Life Ins Obligations 26867 Capital Lease 7287 34154 X 30616146 -183327 23040 1 -160286 30776432 0 30776432 33682636 23040 3 23043 33659593 0 33659593 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 from any unrelated business. 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, 2013 through 2015 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, 2012 through 2015 could be subject to examination by state taxing authorities, generally for four years after they are filed. Part XI, Line 2d - Other Adjustments: Miscellaneous Other Items 1. Part XII, Line 2d - Other Adjustments: Miscellaneous Other Items 3. 60th Anniversary Celebration 368839 19789 349050 29631 82087 Golf Tournament 247235 214201 33034 9669 1958 5103 26013 480 2 340197 322280 17917 18590 956271 556270 400001 9669 31589 105780 26013 480 173531 226470 1 Financial Assistance 750 1344676 Other General Assistance 380 136929 Rental Assistance 752 819752 Part I, Line 2: The Organization utilizes case managers to monitor the assistance provided to individuals and to ensure that the resources provided appropriately address the needs of the individuals. X X X 0 0 0 0 0 0 0 0 0 Gregory Kepferle CEO and Board Member 233247 0 0 0 0 0 24000 0 18651 0 275898 0 0 0 Margaret Williams CAO and CFO 191626 0 0 0 0 0 24000 0 15793 0 231419 0 0 0 Jacqueline Copland-Carlson COO 178195 0 0 0 0 0 22094 0 172 0 200461 0 0 0 Ali Alkoraishi Psychiatrist 236681 0 0 0 0 0 20824 0 0 0 257505 0 0 0 Deborah Baker Senior Director HR 187883 0 0 0 0 0 0 0 5829 0 193712 0 0 0 Carolyn Deleon Chief HR Officer 169616 0 0 0 0 0 8646 0 12521 0 190783 0 0 0 Ralph Oda Controller 122533 0 0 0 0 0 22936 0 37244 0 182713 0 0 0 X 97 113191 Auction Price X 257377 Market Price X 1219897 2041061 Estimated Value X Event Printing 2 10000 Selling Price X Supplies 1 1325 Selling Price 0 1 1 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. 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 11 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 XII, Line 2c: The process had not changed from prior year. Charities Housing (under same group exemption) 1400 Parkmoor Ave San Jose CA 95126 770359848 Low Income Housing CA 501(c)(3) 7 0 Diocese of San Jose 1150 N First St San Jose CA 95112 942734503 Church CA 501(c)(3) 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 Diocese of San Jose P 94441 Cost Charities Housing (under same group exemption) Q 201692 Cost Diocese of San Jose P 272493 Cost Diocese of San Jose N 73684 Cost