CATHOLIC ELDERLY SERVICES INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC ELDERLY SERVICES INC (EIN 65-0312041)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2016-08-12
- IRS object ID
- 201632259349302653
- Schema version
- 2014v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-12T11:32:07-05:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204989621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERDEJA DE ARMAS & TRUJILLO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 ALHAMBRA CIR STE 560 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650312041 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC ELDERLY SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 9544841515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4790 NORTH STATE ROAD 7 | AddressLine1Txt |
| City | LAUDERDALE LAKES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33319 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID D'AMICO | PersonNm |
| Person Title | VP FINANCE | PersonTitleTxt |
| Phone | 9544841515 | PhoneNum |
| Signature | 2016-08-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OCTAVIO A VERDEJA | PreparerPersonNm |
| PTIN | P00640853 | PTIN |
| Phone | 3054463177 | PhoneNum |
| Preparation | 2016-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC HEALTH SERVICES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID D'AMICO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4790 NORTH STATE ROAD 7 | AddressLine1Txt |
| City | LAUDERDALE LAKES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33319 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $483,055 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION'S SPECIFIC AND PRIMARY PURPOSE IS TO ESTABLISH, RECEIVE AND MAINTAIN FUNDS FOR THE SUPPORT OF CATHOLIC ELDERLY SERVICES WITHIN THE ARCHDIOCESE OF MIAMI. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $82,382 | PYContributionsGrantsAmt |
| CY Contributions Grants | $104,154 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $176,151 | PYInvestmentIncomeAmt |
| CY Investment Income | $100,422 | CYInvestmentIncomeAmt |
| PY Other Revenue | $182,863 | PYOtherRevenueAmt |
| CY Other Revenue | $91,495 | CYOtherRevenueAmt |
| PY Total Revenue | $441,396 | PYTotalRevenueAmt |
| CY Total Revenue | $296,071 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $62,385 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $68,097 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $31,976 | PYOtherExpensesAmt |
| CY Other Expenses | $18,140 | CYOtherExpensesAmt |
| PY Total Expenses | $94,361 | PYTotalExpensesAmt |
| CY Total Expenses | $86,237 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $347,035 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $209,834 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,525,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,547,884 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,995 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,514,773 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,542,889 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION'S SPECIFIC AND PRIMARY PURPOSE IS TO ESTABLISH, RECEIVE AND MAINTAIN FUNDS FOR THE SUPPORT OF CATHOLIC ELDERLY SERVICES WITHIN THE ARCHDIOCESE OF MIAMI. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $68,097 | ExpenseAmt |
| Grant | $68,097 | GrantAmt |
| Desc | THE FOUNDATION SUPPORTS THE PATIENTS AND RESIDENTS OF THE CATHOLIC HEALTH SERVICES ORGANIZATION AS WELL AS ITS EMPLOYEES AND COMMUNITY: PROVIDES GRANTS TO EMPLOYEES FOR URGENT NEEDS, PURCHASES OF MEDICAL EQUIPMENT FOR RESIDENTS AND SPONSORSHIP OF COMMUNITY EVENTS. | Desc |
| Total Program Service Expenses | $68,097 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC HEALTH SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9544841515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4790 N STATE ROAD 7 | AddressLine1Txt |
| City | LAUDERDALE LAKES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33319 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| RALPH LAWSON | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SR ELIZABETH A WORLEY SSJ | |||||||
| VICE CHAIR/S | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV MSGR TOMAS MARIN | |||||||
| ASSISTANT SE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL ECHELARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA PALAMARA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV MSGR FRANKLYN M CASALE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BUD FARREY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER CATALLO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV ALFRED CIOFFI STHD PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK PANCIERA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH C FISCHER MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AURELIO FERNANDEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAUDIA DE LA CRUZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARISTIDES PALLIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK TAYLOR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH M CATANIA | |||||||
| CEO | 0.50 | $0 | $385,737 | $43,900 | 49.50 | Yes (X) | |
| JAMES A BALL | |||||||
| COO | 0.50 | $0 | $319,625 | $35,620 | 49.50 | Yes (X) | |
| DR MARK REINER | |||||||
| CMO | 0.50 | $0 | $305,322 | $36,800 | 49.50 | Yes (X) | |
| DAVID D'AMICO | |||||||
| VP FINANCE | 0.50 | $0 | $198,518 | $28,261 | 49.50 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $1,209,202 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $144,581 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $50,000 | FundraisingAmt |
| All Other Contributions | $54,154 | AllOtherContributionsAmt |
| Total Contributions | $104,154 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,102 | TotalRevenueColumnAmt |
| Exclusion | $32,102 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $68,320 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $68,320 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,320 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,320 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $278,479 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $50,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $186,984 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,495 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $296,071 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,320 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $32,102 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,824 | TotalAmt |
| Program Services | $24,824 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,273 | TotalAmt |
| Program Services | $43,273 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,070 | TotalAmt |
| Management And General | $5,070 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195 | TotalAmt |
| Management And General | $195 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| OTHER OPERATING EXPENSES | $6,334 | $6,334 |
| BANKING FEES | $6,246 | $6,246 |
| MISCELLANEOUS EXPENSE | $295 | $295 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,237 | TotalAmt |
| Program Services | $68,097 | ProgramServicesAmt |
| Management And General | $18,140 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,288,189 | BOYAmt |
| EOY | $809,657 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,923 | BOYAmt |
| EOY | $10,036 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,200 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,210,461 | BOYAmt |
| EOY | $1,728,191 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,525,773 | BOYAmt |
| EOY | $2,547,884 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $4,995 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,000 | BOYAmt |
| EOY | $4,995 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,286,464 | BOYAmt |
| EOY | $2,306,819 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,309 | BOYAmt |
| EOY | $236,070 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,514,773 | BOYAmt |
| EOY | $2,542,889 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,525,773 | BOYAmt |
| EOY | $2,547,884 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $209,834 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$181,718 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC ARCHDIOCESE OF MIAMI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590865839 | EIN |
| Organization Type | 1 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 6 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES SUPPORT TO CATHOLIC RELIEF AND CATHOLIC CHARITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO CATHOLIC HEALTH SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $301,337 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$181,718 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $186,984 | OtherRevenueAmt |
| Revenue Not Reported | $5,266 | RevenueNotReportedAmt |
| Revenue Subtotal | $296,071 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $296,071 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $273,221 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $186,984 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $186,984 | ExpensesNotReportedAmt |
| Expenses Subtotal | $86,237 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $86,237 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THEREFORE, HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE FOUNDATION 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). THERE ARE NO RESERVES HELD FOR UNCERTAIN TAX POSITIONS AT SEPTEMBER 30, 2015 AND 2014, RESPECTIVELY. TAX YEARS THAT ARE OPEN UNDER THE STATUTE OF LIMITATIONS REMAIN SUBJECT TO EXAMINATION BY THE IRS. THE FOUNDATION IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2012. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | GALA EXPENSES 186,984 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | GALA EXPENSES 186,984 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA BALL | Event1Nm |
| Gross Receipts Event1 | $328,479 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $50,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $278,479 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $60,440 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $42,015 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $10,425 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $74,104 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $328,479 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $50,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $278,479 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $60,440 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $42,015 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,425 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $74,104 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $186,984 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $91,495 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt |
|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES FOR ELDERLY | ||||||
| 3075 NW 35TH AVE | LAUDERDALE LAKES | FL | 33311 | 208197409 | 501C | $14,224 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 212013413 | 135563422 | 501C | $10,000 |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EMERGENCY NEEDS | GrantTypeTxt |
| Recipient | 24 | RecipientCnt |
| Cash Grant | $43,273 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|
| JOSEPH M CATANIA | ||||
| CEO | $385,737 | $27,041 | $16,859 | $429,637 |
| JAMES A BALL | ||||
| COO | $319,625 | $26,072 | $9,548 | $355,245 |
| DR MARK REINER | ||||
| CMO | $305,322 | $21,260 | $15,540 | $342,122 |
| DAVID D'AMICO | ||||
| VP FINANCE | $198,518 | $16,458 | $11,803 | $226,779 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 7A | THE SOLE MEMBER, IS THE ARCHBISHOP OF THE ARCHDIOCESE OF MIAMI AND HIS SUCCESSORS IN OFFICE, HAS THE RIGHT TO APPOINT THE BOARD OF DIRECTORS IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS. |
| FORM 990, PAGE 6, PART VI, LINE 7B | THE SOLE MEMBER HAS THE RIGHT TO APPOINT THE BOARD OF DIRECTORS AND TO DETERMINE ANY MATTER WHICH MAY BE PROPERLY BROUGHT BEFORE THE MEMBERS FOR ACTION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE CORPORATE CONTROLLER AND VICE PRESIDENT FINANCE CONDUCTS A COMPREHENSIVE REVIEW OF THE FORM 990 BEFORE IT IS FILED. FORM 990 IS PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE THE RETURN IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL EMPLOYEES AND DIRECTORS ARE COVERED BY THE CONFLICT OF INTEREST POLICY AND ARE PROVIDED WITH THE POLICY UPON HIRE. THE POLICY IS REVIEWED ANNUALLY BY THE CORPORATE COMPLIANCE OFFICER, WHO ALSO DETERMINES WHETHER A CONFLICT MAY EXIST. PER POLICY, EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. IF A CONFLICT OF INTEREST OCCURS, IT IS INVESTIGATED AND THE RESULTS ARE REPORTED TO THE GOVERNING BODY. LEGAL AND DISCIPLINARY ACTION AND RESTRICTIONS ARE IDENTIFIED ON AN INDIVIDUAL BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION AND BENEFITS OF THE TOP OFFICIAL. THE BOARD OF DIRECTORS IS INDEPENDENT WITH RESPECT TO COMPENSATION AND BENEFITS. TOTAL COMPENSATION ANAYLSIS IS CONDUCTED BY AN INDEPENDENT CONSULTANT WHO PROVIDES DATA TO COMPARE COMPENSATION AND BENEFITS FOR SIMILIAR POSITIONS WITHIN THE INDUSTRY. COMPENSATION AND BENEFIT CHANGES FOR THE TOP OFFICIAL IS DISCUSSED IN BOARD MEETINGS AND IS PROPERLY DOCUMENTED IN THE MINUTES. FORM 990, PART VII, LINE 1A AVERAGE HOURS PER WEEK FOR CERTAIN OFFICERS ARE PAID BY THE CATHOLIC HEALTH SERVICES, A RELATED ORGANIZATION, FOR HOURS WORKED FOR RELATED ORGANIZATIONS AS FOLLOWS: JAMES A BALL - 49.5 HOURS, JOSEPH M CATANIA - 49.5 HOURS, DAVID D'AMICO - 49.5 HOURS AND MARK REINER - 49.5 HOURS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PULBIC INSPECTION UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | GALA EXPENSES 186,984 GALA EXPENSES -186,984 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VILLA MARIA HEALTH CARE SERV INC | |||||||||||
| 1050 NE 125TH STREET | NORTH MIAMI | FL | 33161 | 592850676 | HME HEALTH | FL | 501C | 3 | NA | false | |
| VILLA MARIA NURSING & REHAB CENTER | |||||||||||
| 1050 NE 125TH STREET | NORTH MIAMI | FL | 33161 | 591284678 | NRSG CENT | FL | 501C | 3 | NA | false | |
| ST JOHN'S REHAB HOSP & NRS CENTER | |||||||||||
| 3075 NW 35TH AVENUE | LAUDERDALE LAKES | FL | 33311 | 591945163 | REHAB FAC | FL | 501C | 3 | NA | false | |
| ST JOSEPH RESIDENCE INC | |||||||||||
| 3485 NW 30TH STREET | LAUDERDALE LAKES | FL | 33311 | 650032474 | ALF | FL | 501C | 3 | NA | false | |
| CATHOLIC HOME HEALTH OF BROWARDINC | |||||||||||
| 3075 NW 35TH AVENUE | LAUDERDALE LAKES | FL | 33311 | 650062205 | HME HEALTH | FL | 501C | 3 | false | N/A | |
| CATHOLIC HEALTH SERVICES INC | |||||||||||
| 4790 N STATE ROAD 7 | LAUDERDALE LAKES | FL | 33319 | 592645139 | MGMT COMP | FL | 501C | 3 | NA | false | |
| ST ANNE'S NURSING CENTER | |||||||||||
| 11855 QUAIL ROOST DRIVE | MIAMI | FL | 33177 | 592522488 | NRSG CENT | FL | 501C | 3 | NA | false | |
| ARCHDIOCESE OF MIAMI | |||||||||||
| 9401 BISCAYNE BLVD | MIAMI SHORES | FL | 33138 | 590865839 | SPONSOR | FL | 501C | 3 | NA | false | |
| CATHOLIC HOSPICE INC | |||||||||||
| 14875 NW 77TH AVENUE SUITE 100 | MIAMI LAKES | FL | 33014 | 650062530 | HOSPICE | FL | 501C | 3 | false | N/A | |
| CATHOLIC CEMETERIES | |||||||||||
| 11411 NW 25TH STREET | MIAMI | FL | 33172 | 590862834 | CEMETERIES | FL | 501C | 3 | NA | false | |
| CENTRO MATER CHILD CARE SERVICES | |||||||||||
| 8298 NW 103 STREET | HIALEAH GARDENS | FL | 330162202 | 208083301 | CHILD CARE | FL | 501C | 3 | NA | false | |
| ST MONICA GARDENS INC | |||||||||||
| 3425 NW 189TH STREET | MIAMI GARDENS | FL | 33056 | 208197409 | HOUSING | FL | 501C | 7 | false | N/A | |
| CATHOLIC HEALTH CARE TRANSITIONS | |||||||||||
| 3075 NW 35TH AVENUE | LAUDERDALE LAKES | FL | 33311 | 453717633 | SPONSOR | FL | 501C | 9 | false | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CATHOLIC CHARITIES FOR ELDERLY | ||
| B | $14,224 | FMV |
| CATHOLIC HEALTH SERVICES | ||
| M | $6,000 | FMV |
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