2016-05-02T13:42:24-05:00 2015-09-30 742920819 ATCHLEY & ASSOCIATES LLP 6850 AUSTIN CENTER BLVD STE 180 AUSTIN TX 787313129 990 2014-10-01 741909670 CARITAS OF AUSTIN CARI 5124725269 PO BOX 1947 AUSTIN TX 78767 JO KATHRYN QUINN EXECUTIVE DIRECTOR 5124725269 2016-05-02 1 KAREN E ATCHLEY P00238005 5123462086 2014 2016-08-17 19:52:53Z JO KATHRYN QUINN PO BOX 1947 AUSTIN TX 78767 11856459 0 X WWW.CARITASOFAUSTIN.ORG X 1977 TX CARITAS OF AUSTIN WORKS TO END HOMELESSNESS THROUGH HOUSING, FOOD, EDUCATION, AND EMPLOYMENT SERVICES. 13 13 94 1830 0 0 11713086 11521892 219475 239773 3424 5716 -150652 -45186 11785333 11722195 7025489 6438006 0 0 3410928 3602711 0 87968 612280 1148793 1301606 11585210 11430291 200123 291904 3249325 3652419 502836 614026 2746489 3038393 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. 1 0 3649815 2934652 0 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 HOUSE WELLNESS 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. 1688444 921744 15325 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. 1737032 982308 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. 1686984 1106305 224448 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. 661218 227311 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. 640550 99598 15026 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. 412538 157088 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. 84824 9000 EDUCATION CLASSES PROVIDE CLIENTS WITH OPPORTUNITIES TO ENRICH THEIR LIVES 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. 3486114 1599302 239474 10561405 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 1 599 0 1 94 1 0 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 1 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 KEITH FERN PRESIDENT 2.00 X X 0 0 0 C LANE PRICKETT PRESIDENT-ELECT 1.00 X X 0 0 0 HARVEY GIBLIN CO-CHAIR, IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 LUKE MARTINEZ CO-CHAIR, FINANCE & MONITORING 1.00 X X 0 0 0 SHERRIE FRACHTMAN VP BOARD GOVERNANCE 1.00 X X 0 0 0 NANCY BURNS VP FINANCE/MONITORING 1.00 X X 0 0 0 JOHN LAVORATO VP RESOURCES 1.00 X X 0 0 0 MIKE HAGGERTY DIRECTOR EMERITUS 1.00 X 0 0 0 AJ BINGHAM DIRECTOR 1.00 X 0 0 0 JOHN BRINDLEY DIRECTOR 1.00 X 0 0 0 JENNY GREGORCYK DIRECTOR 1.00 X 0 0 0 AMY VILLARREAL DIRECTOR 1.00 X 0 0 0 TROY WEST DIRECTOR 1.00 X 0 0 0 JO KATHRYN QUINN EXECUTIVE DIRECTOR 40.00 X 111252 0 7508 SUSAN HARTENSTEIN THRU MAR 2014 CFO 40.00 X 24932 0 1996 DODIE BROWN BEG MAY 2014 CFO 40.00 X 63678 0 401 AMY JACKSON DIRECTOR OF DEVELOPMENT 40.00 X 65894 0 7007 LORI FRASCO HOUSING SERVICES DIRECTOR 40.00 X 64842 0 5469 ADELITA WINCHESTER INTEGRATED SERVICES DIRECTOR 40.00 X 72459 0 8310 403057 0 30691 1 0 0 0 SABRE CONSTRUCTION 2001 CHICON STREET AUSTIN TX 78722 CONSTRUCTION 145157 1 339302 9138162 2044428 165164 11521892 HUD PUBLIC HOUSING PROGRAM 900099 199225 199225 SALVATION ARMY PASSAGES PROGRAM 900099 25223 25223 INTERPRETER REVENUE 900099 15325 15325 239773 6000 6000 10950 0 10950 10950 10950 2001 2285 -284 -284 -284 71767 339302 131979 -60212 -60212 INSURANCE PROCEEDS 900099 2571 2571 MISCELLANEOUS 900099 1505 1505 4076 11722195 254799 0 -54496 788787 788787 5649219 5649219 463589 228794 86958 147837 2524010 2283596 35173 205241 28112 26209 364 1539 338270 293096 11758 33416 248730 211285 9955 27490 20618 18346 550 1722 87968 87968 398806 379028 15541 4237 320718 290213 10813 19692 125786 64980 21881 38925 101659 53042 46189 2428 30025 26770 784 2471 PRINTING, POSTAGE AND S 223525 178743 9396 35386 COMMUNICATION 54285 48332 2025 3928 BAD DEBT 19807 19807 MISCELLENEOUS 6377 1158 5219 11430291 10561405 256606 612280 506661 205066 1417085 1789714 31282 60040 2597870 1000271 1294297 1597599 3249325 3652419 502836 614026 502836 614026 X 2518590 2755560 227899 282833 2746489 3038393 3249325 3652419 291904 0 X X 0 1 X 1 1 1 X 8512873 7711200 10112740 11713086 11569464 49619363 8512873 7711200 10112740 11713086 11569464 49619363 49619363 2182 1558 370 16924 16950 37984 103347 32268 43510 46577 4076 229778 49887125 619428 0.99460 0.99420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 220800 220800 2022626 745845 1276781 354444 254426 100018 1597599 X 11951726 117359 117359 11834367 -112172 -112172 11722195 11659822 117359 131979 249338 11410484 19807 19807 11430291 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. THE ORGANIZATION IS SUBJECT TO ROUTINE EXAMINATIONS OF ITS RETURNS; HOWEVER, THERE ARE NO EXAMINATIONS CURRENTLY IN PROGRESS. THE SEPTEMBER 30, 2012 AND SUBSEQUENT TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. CARITAS HAS ADOPTED ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THAT STANDARD PRESCRIBES A MINIMUM RECOGNITION THRESHOLD AND MEASUREMENT THAT A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -131,979. BAD DEBT EXPENSE 19,807. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 131,979. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 19,807. X X X X X X 1 DANILLER AND COMPANY 3724 JEFFERSON STREET SUITE 302 AUSTIN TX 78731 DIRECT MAIL 0 411075 87968 323107 411075 87968 323107 WORDS OF HOPE DINNER 307253 242731 64522 40764 19053 25000 15461 PENICK 103816 96571 7245 17795 942 12964 411069 339302 71767 58559 19053 25942 28425 131979 -60212 1 AIDS SERVICES OF AUSTIN PO BOX 4874 AUSTIN TX 78765 742440845 501(C)(3) 51579 TO PROVIDE DIRECT CARE SERVICES TO INDIVIDUALS WITH HIV ANY BABY CAN 6027 SHERIDAN AVE AUSTIN TX 78723 742684335 501(C)(3) 90492 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) 61537 TO PROVIDE PRE- AND POST-RELEASE SERVICES TO INDIVIDUALS RE-ENTERING THE COMMUNITY FROM PRISON OR JAIL CATHOLIC CHARITIES OF CENTRAL TEXAS 1625 RUTHERFORD LANE AUSTIN TX 78754 742928450 501(C)(3) 115244 TO PROVIDE HOUSING STABILITY CASE MANAGEMENT. FAMILY ELDERCARE 1700 RUTHERFORD LANE AUSTIN TX 78754 742286387 501(C)(3) 71009 TO PROVIDE HOUSING STABILITY CASE MANAGEMENT FOUNDATION FOR THE HOMELESS 5202 BALCONES DRIVE AUSTIN TX 78731 742525249 501(C)(3) 61837 TO PROVIDE RESOURCES TO HOMELESS FAMILIES WITH CHILDREN FRONT STEPS 500 E 7TH STREET AUSTIN TX 78701 742824054 501(C)(3) 64836 TO PROVIDE SHELTER, EDUCATION, AND AFFORDABLE HOUSING TO THE HOMELESS GOODWILL INDUSTRIES OF CENTRAL TEXAS 1015 NORWOOD PARK BLVD AUSTIN TX 78753 741322808 501(C)(3) 99918 TO PROVIDE RESOURCES TO HELP INDIVIDUALS WITH BARRIERS TO EMPLOYMENT MOVE THROUGH OBSTACLES INTERFAITH ACTION OF CENTRAL TEXAS 2921 E 17TH STREET 3 AUSTIN TX 78702 742509149 501(C)(3) 27744 TO PROVIDE ENGLISH LANGUAGE ASSISTANCE MEALS ON WHEELS AND MORE 3227 E 5TH ST AUSTIN TX 78702 237202594 501(C)(3) 37508 TO PROVIDE HOUSING STABILITY CASE MANAGEMENT SAFEPLACE 1515 GROVE BLVD AUSTIN TX 78741 742638204 501(C)(3) 68747 TO PROVIDE SHELTER AND PROTECTION FOR INDIVIDUALS AFFECTED BY SEXUAL AND DOMESTIC VIOLENCE THE WRIGHT HOUSE WELLNESS CENTER 8101 CAMERON RD 105 AUSTIN TX 78754 742504808 501(C)(3) 38336 TO PROVIDE NO- TO LOW-COST SUPPORT, EDUCATION, AND RESOURCES TO PERSONS LIVING WITH HIV AND HEPATITIS C 12 FOOD ASSISTANCE 84140 115711 FMV MEALS AND OTHER FOOD RENT & UTILITY ASSISTANCE 1927 3590790 13721 FMV RENT AND UTILITIES PAID ON BEHALF OF INDIVIDUALS EMPLOYMENT ASSISTANCE 165 32742 0 FMV WORK CLOTHES, SHOES, EMPLOYMENT TRAINING PERSONAL CARE ASSISTANCE 1613 1799680 33595 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 33595 FMV X 1 2139 FMV X 250 115711 FMV X OTHER NON-CASH ITEMS 165 13720 FMV 0 0 1 PART I, LINE 32B: THIRD PARTIES ARE USED TO SELL SECURITIES RECEIVED AS NONCASH CONTRIBUTIONS. FORM 990, PART III, LINE 2 THE ORGANIZATION DID NOT UNDERTAKE ANY SIGNIFICANT PROGRAM SERVICES THIS YEAR, BUT RATHER IS LISTING ALL EIGHT PROGRAM SERVICES SEPARATELY INSTEAD OF COMBINING SEVEN PROGRAMS INTO ONE DESCRIPTION. FORM 990, PART VI, SECTION A, LINE 4 FIFTH AMENDED BYLAWS WERE SIGNED ON FEB 26, 2015. THERE WAS NO CHANGE TO MISSION OR VISION IN THIS DOCUMENT. CHANGES NOTED: 1. NUMBER OF BOARD MEMBERS WAS CHANGED FROM 23 TO 25. 2. NOW ALLOWS A BOARD MEMBER TO SERVE A SECOND THREE YEAR TERM AFTER AN ABSENCE OF ONE OR MORE YEARS. 3. REMOVAL OF PROXY VOTING. 4. ADDED DEFINED EXECUTIVE COMMITTEE TO THE COMMITTEE SECTION. 5. ADDED EX-OFFICIO MEMBER - NONVOTING AND NOT COUNTED FOR PURPOSES OF QUORUM. 6. ADDED LEAVE OF ABSENCE SECTION. 7. CLARIFIED THAT THE ED, CFO AND SECRETARY HOLD THEIR OFFICES AT THE PLEASURE OF THE BOARD ELIMINATING TIME FRAME VERBIAGE CONFUSION. FORM 990, PART VI, SECTION B, LINE 11 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 XII, LINE 2C: THE OVERSIGHT POLICIES AND SELECTION OF AN INDEPENDENT ACCOUNTANT BY THE AUDIT COMMITTEE HAS NOT CHANGED SINCE PRIOR YEAR. CARITAS OF AUSTIN PARTNERSHIP HOUSING LLC 611 NECHES STREET AUSTIN TX 78701 208157261 HOUSING TX C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0