CATHOLIC CHARITIES OF SANTA CLARA COUNTY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC CHARITIES OF SANTA CLARA COUNTY (EIN 94-2762269)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201541359349307194
- Schema version
- 2013v4.0
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T16:58:37-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 Leigh Ave | AddressLine1 |
| City | San Jose | City |
| State | CA | State |
| ZIP Code | 95125 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | San Jose | City |
| State | CA | State |
| ZIP Code | 951342107 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Margaret P Williams | PersonNm |
| Person Title | CFO/CAO | PersonTitleTxt |
| Phone | 4084680100 | PhoneNum |
| Signature | 2015-05-11 | 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 | 2015-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | 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 | AddressLine1 |
| City | San Jose | City |
| State | CA | State |
| ZIP Code | 951342107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,246,329 | 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 | Provide services that strengthen community and sustain individuals and families living in poverty. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 612 | TotalEmployeeCnt |
| Total Volunteers | 1177 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $27,477,256 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,591,692 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,235,674 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,197,250 | CYProgramServiceRevenueAmt |
| PY Investment Income | $163,561 | PYInvestmentIncomeAmt |
| CY Investment Income | $168,044 | CYInvestmentIncomeAmt |
| PY Other Revenue | $222,040 | PYOtherRevenueAmt |
| CY Other Revenue | $240,293 | CYOtherRevenueAmt |
| PY Total Revenue | $30,098,531 | PYTotalRevenueAmt |
| CY Total Revenue | $30,197,279 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,113,220 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,734,978 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,556,447 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,027,799 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,141,916 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,660,980 | PYOtherExpensesAmt |
| CY Other Expenses | $7,741,373 | CYOtherExpensesAmt |
| PY Total Expenses | $31,330,647 | PYTotalExpensesAmt |
| CY Total Expenses | $30,504,150 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,232,116 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$306,871 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,348,744 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,909,232 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,423,180 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,857,582 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,925,564 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,051,650 | 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 in poverty. Rooted in gospel values, we work to create a more compassionate community in which people of all cultures and beliefs can participate. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,875,225 | ExpenseAmt |
| Grant | $1,497,271 | GrantAmt |
| Revenue | $7,708,418 | RevenueAmt |
| Desc | Economic Development ServicesEconomic Development Services provides people the tools to help them advance toward self-reliance, to increase economic opportunities and to reduce poverty. Asylee program provides cash assistance, medical coverage, English as a Second Language (ESL), computer training and job placement for persons granted political asylum.See Schedule O for additional information.Employment Services provides comprehensive pre-employment (including ESL, 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. Financial Education Services enables clients to acquire basic financial literacy and move toward establishing economic stability through effective money mangement 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 tax preparation services to low-income individuals and families 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/e-visa, adjustment of status, employment authorization, re-entry permit and advance parole, political asylum, special immmigrant 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 request, citizenship information and applications, photos and fingerprinting. South County Citizenship Services offers sliding scale citizenship services in Gilroy, Morgan Hill and San Martin. 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 regufee camps worldwide, family reunification, case management, cultural orientation, employment preparation, job placement, English as a Second Langauage (ESL), and computer training. Housing Search and Stabilization Services links home providers with home seekers, and provides safe and affordable shared accomodations for low-income, single-parent families, seniors, and single adults, as well as housing case management for formerly homeless and low income residents in subsidized housing. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,207,549 | ExpenseAmt |
| Grant | $1,029 | GrantAmt |
| Revenue | $6,588,655 | RevenueAmt |
| Desc | Children, Youth and Family Development Services Children, Youth and Family Development Services 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 functioning at over twenty San Jose public schools. CORAL focuses on improving student achievement through balanced literacy and enrichment activities.See Schedule O for additional information.The Organization partners with First 5 Santa Clara County 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.Lori Escobar El Toro Youth Center provides afterschool homework assistance, recreation, wellness and enrichment activities to low-income youth in Morgan Hill.FA'ATASI Program (Finding an Alternative Together - Assessing and Servicing Individuals) assists at-risk, gang-prone young men to develop cultural sensitivity. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,569,917 | ExpenseAmt |
| Grant | $146,819 | GrantAmt |
| Revenue | $6,222,870 | RevenueAmt |
| Desc | Behavioral Health Services Behavioral Health Services provides mental health counseling, case management and supportive housing services to improve the wellbeing of our participants. Adult Mental Heath - full service partnership-criminal justice and integration of mentally ill. Parolees 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. See Schedule O.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. Their family services include psychiatric evaluations, medical monitoring, therapy, case management and family support, including supervised home visits. Children ages 0-5 are included in these services. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,647,164 | ExpenseAmt |
| Grant | $1,089,859 | GrantAmt |
| Revenue | $5,407,806 | RevenueAmt |
| Desc | Older Adult ServicesOlder Adult Services assists seniors through multiple programs to maintain wellness.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 II Asian Respite and Caregiver Support Services is an Asian model of the Day Break. Program services include a licensed adult day support program (recreation, health promotion, and social activities), in-home respite, caregiver support groups and escorted transporation. All services are adapted to the cultural and linguistic needs of Vietnamese and Chinese caregivers and their dependent elders.Friendly Visitor Program matches volunteers with isolated seniors living in long-term care facilties in Santa Clara County.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 to 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 three sites in Santa Clara Country; Eastside Neighborhood Center, John XXIII Multiservice Center and the Gilroy Nutrition Site.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, noon meal, exercises like tai chi, dances, health education, and cultural celebrations at John XXIII and Eastside Neighborhood Center.Community Development and Advocacy (CDA)CDA is comprised of six major program areas; parish/school partnerships, social policy, handicapables, volunteer management, donation station, and CalFresh outreach. We work to improve community conditions by partnering with local parishes, schools and other community-based organizations. Through these partnerships, we empower people to get involved in our community, from serving lunch to needy seniors to advocating for key social justice issues. Parish/school partnerships support parishes to fulfill the Church's mission to live out gospel values and Catholic social justice teaching in collaboration with others in our community. We empower parishioners and students to respond to needs in a communal, organized, and sustainable way. Services include education forums, workshops, presentation, and Step Up Silicon Valley poverty simulations.Social Policy and Advocacy provides skill building and opportunities to advocate on issues in the areas of housing, education, health care, immigration and budgets to reduce poverty. This happens through education, awareness and strategic action and placement of agency staff and volunteers on boards, commissions, and committees across the county. Our goal is to engage with local, state, and federal government officials to implement changes in regulations, legislations, and funding in support of systemic changes to help the poor become more self-sufficient.Handicapables is a program of Catholic Charities for individuals with disabilities. It is a peer support and enrichment program for senior and adult disabled individuals.Volunteers provide volunteer opportunities for groups as well as individuals. The group activities are suitable for young adults, parent and child combinations, youth and chaperones, and corporate groups. The days of operation are flexible and are able to accommodate groups who need to volunteer on some Saturdays. Donation Station accepts donations of clothing, toys, household items, and gift cards and distributes those items to refugees, homeless individuals, families and children in need.CalFresh outreach works to increase the number of eligible individuals receiving public food benefits through providing information and applicable assistance. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,647,164 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,089,859 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $5,407,806 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $25,299,855 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 206 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 612 | 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4083255110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2625 Zanker Road | AddressLine1 |
| City | San Jose | City |
| State | CA | State |
| ZIP Code | 95134 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Raymond Triplett | ||||||||
| President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Michael Blach | ||||||||
| Vice President | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Bishop PJ McGrath | ||||||||
| Chariman | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Drew Haaser | ||||||||
| Secretary | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Diana Bautista | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Frank Boitano | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Murray J Demo | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Denzel | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Raymond Davilla | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Khanh Duy Russo | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Mona S Masri | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Veronica Duluk | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Darcie Green | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Gregory Stazko | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Sandra Sepulveda-Bromley | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Judy Watland | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Yutrzenka | ||||||||
| Member -at-Large | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Rev Brendan McGuire | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Bob Braham | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Robert Serventi | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Busco | ||||||||
| Board Member | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| Gregory R Kepferle | ||||||||
| CEO | 40.00 | $211,594 | $0 | $41,471 | Yes (X) | |||
| Damien Cabezas | ||||||||
| COO | 40.00 | $163,493 | $0 | $32,297 | Yes (X) | |||
| Margaret P Williams | ||||||||
| CAO/CFO | 40.00 | $151,096 | $0 | $31,584 | Yes (X) | |||
| Ali Alkoraishi | ||||||||
| Psychiatrist | 29.00 | $263,713 | $0 | $23,000 | Yes (X) | |||
| Deborah Baker | ||||||||
| Director of Human Resource | 40.00 | $130,461 | $0 | $304 | Yes (X) | |||
| Susan Harris | ||||||||
| Psychiatrist | 27.00 | $142,147 | $0 | $34,652 | Yes (X) | |||
| Ralph Oda | ||||||||
| Controller | 40.00 | $114,048 | $0 | $51,957 | Yes (X) | |||
| Marilou Cristina | ||||||||
| Division Director | 40.00 | $144,210 | $0 | $24,392 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,320,762 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $239,657 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | New Dimensions Consulting | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 713 | AddressLine1 |
| City | San Jose | City |
| State | CA | State |
| ZIP Code | 95106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Compliance Consulting | ServicesDesc |
| Compensation | $137,191 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $54,433 | FederatedCampaignsAmt |
| Fundraising | $516,127 | FundraisingAmt |
| Government Grants | $20,020,149 | GovernmentGrantsAmt |
| All Other Contributions | $7,000,983 | AllOtherContributionsAmt |
| Noncash Contributions | $2,839,769 | NoncashContributionsAmt |
| Total Contributions | $27,591,692 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Program Service Fees | 900099 | $2,175,175 | $2,175,175 |
| Membership Dues | 900099 | $22,075 | $22,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,197,250 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $165,644 | TotalRevenueColumnAmt |
| Exclusion | $165,644 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $222,621 | 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 | $222,621 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $222,621 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $222,621 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,400 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,400 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,400 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,400 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $50,527 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $516,127 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $49,050 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,477 | TotalRevenueColumnAmt |
| Exclusion | $1,477 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $16,195 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,195 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $16,195 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,197,279 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,438,466 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $167,121 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,734,978 | TotalAmt |
| Program Services | $2,734,978 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,320,762 | TotalAmt |
| Program Services | $1,086,962 | ProgramServicesAmt |
| Management And General | $182,387 | ManagementAndGeneralAmt |
| Fundraising | $51,413 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,373,515 | TotalAmt |
| Program Services | $11,829,130 | ProgramServicesAmt |
| Management And General | $1,984,866 | ManagementAndGeneralAmt |
| Fundraising | $559,519 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607,250 | TotalAmt |
| Program Services | $487,264 | ProgramServicesAmt |
| Management And General | $88,419 | ManagementAndGeneralAmt |
| Fundraising | $31,567 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,263,364 | TotalAmt |
| Program Services | $1,816,150 | ProgramServicesAmt |
| Management And General | $329,557 | ManagementAndGeneralAmt |
| Fundraising | $117,657 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,462,908 | TotalAmt |
| Program Services | $1,288,418 | ProgramServicesAmt |
| Management And General | $114,946 | ManagementAndGeneralAmt |
| Fundraising | $59,544 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,944 | TotalAmt |
| Program Services | $64,371 | ProgramServicesAmt |
| Management And General | $32,881 | ManagementAndGeneralAmt |
| Fundraising | $4,692 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,576 | TotalAmt |
| Program Services | $86,239 | ProgramServicesAmt |
| Management And General | $44,052 | ManagementAndGeneralAmt |
| Fundraising | $6,285 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,622,438 | TotalAmt |
| Program Services | $1,024,460 | ProgramServicesAmt |
| Management And General | $523,308 | ManagementAndGeneralAmt |
| Fundraising | $74,670 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,849 | TotalAmt |
| Program Services | $68,467 | ProgramServicesAmt |
| Management And General | $28,317 | ManagementAndGeneralAmt |
| Fundraising | $6,065 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,743 | TotalAmt |
| Program Services | $773,828 | ProgramServicesAmt |
| Management And General | $139,532 | ManagementAndGeneralAmt |
| Fundraising | $130,383 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,363 | TotalAmt |
| Program Services | $400,503 | ProgramServicesAmt |
| Management And General | $113,574 | ManagementAndGeneralAmt |
| Fundraising | $14,286 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,413 | TotalAmt |
| Program Services | $297,260 | ProgramServicesAmt |
| Management And General | $21,889 | ManagementAndGeneralAmt |
| Fundraising | $4,264 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,082 | TotalAmt |
| Program Services | $70,045 | ProgramServicesAmt |
| Management And General | $79,132 | ManagementAndGeneralAmt |
| Fundraising | $25,905 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,173 | TotalAmt |
| Management And General | $80,173 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,428 | TotalAmt |
| Program Services | $320,838 | ProgramServicesAmt |
| Management And General | $87,402 | ManagementAndGeneralAmt |
| Fundraising | $13,188 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,251 | TotalAmt |
| Program Services | $290,489 | ProgramServicesAmt |
| Management And General | $20,328 | ManagementAndGeneralAmt |
| Fundraising | $6,434 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Distributed items | $2,186,175 | $2,186,175 | ||
| Equipment | $346,966 | $263,895 | $74,553 | $8,518 |
| Miscellaneous | $269,870 | $192,411 | $62,609 | $14,850 |
| Subscriptions | $85,102 | $17,972 | $54,454 | $12,676 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,504,150 | TotalAmt |
| Program Services | $25,299,855 | ProgramServicesAmt |
| Management And General | $4,062,379 | ManagementAndGeneralAmt |
| Fundraising | $1,141,916 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $432,037 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,354,253 | BOYAmt |
| EOY | $1,603,958 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,918,525 | BOYAmt |
| EOY | $4,900,346 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,456 | BOYAmt |
| EOY | $67,012 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,626,008 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,475,137 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,522,738 | BOYAmt |
| EOY | $5,150,871 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,135 | BOYAmt |
| EOY | $69,070 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,127,862 | BOYAmt |
| EOY | $11,568,238 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,775 | BOYAmt |
| EOY | $117,700 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,348,744 | BOYAmt |
| EOY | $23,909,232 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,951,816 | BOYAmt |
| EOY | $2,607,774 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,036 | BOYAmt |
| EOY | $15,696 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,000 | BOYAmt |
| EOY | $200,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,328 | BOYAmt |
| EOY | $34,112 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,423,180 | BOYAmt |
| EOY | $2,857,582 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,241,470 | BOYAmt |
| EOY | $7,595,628 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,953,855 | BOYAmt |
| EOY | $6,678,230 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,730,239 | BOYAmt |
| EOY | $6,777,792 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,925,564 | BOYAmt |
| EOY | $21,051,650 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,348,744 | BOYAmt |
| EOY | $23,909,232 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$306,871 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,432,957 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $22,754,151 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,857,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,866,967 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,485,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,641,918 | CurrentTaxYearAmt |
| Total | $132,605,574 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,754,151 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,857,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,866,967 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,485,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,641,918 | CurrentTaxYearAmt |
| Total | $132,605,574 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $132,605,574 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $293,433 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $337,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $409,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $356,782 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $388,265 | CurrentTaxYearAmt |
| Total | $1,785,367 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,673 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,195 | CurrentTaxYearAmt |
| Total | $83,869 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $134,474,810 | TotalSupportAmt |
| Public Support CY170 | 0.98610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,859,502 | BeginningYearBalanceAmt |
| Contributions | $552,004 | ContributionsAmt |
| Investment Earnings Or Losses | $174,113 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $218,928 | OtherExpendituresAmt |
| End Year Balance | $7,366,691 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,277,131 | BeginningYearBalanceAmt |
| Contributions | $709,895 | ContributionsAmt |
| Investment Earnings Or Losses | $1,003,230 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $130,754 | OtherExpendituresAmt |
| End Year Balance | $6,859,502 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,150,380 | BeginningYearBalanceAmt |
| Contributions | $1,100,411 | ContributionsAmt |
| Investment Earnings Or Losses | $100,525 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $74,185 | OtherExpendituresAmt |
| End Year Balance | $5,277,131 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.73200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26800 | TermEndowmentBalanceEOYPct |
| 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 | $7,222,970 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,296,480 | DepreciationAmt |
| Book Value | $1,926,490 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,837,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,056,455 | DepreciationAmt |
| Book Value | $1,781,266 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,079,183 | OtherCostOrOtherBasisAmt |
| Depreciation | $865,223 | DepreciationAmt |
| Book Value | $213,960 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $332,377 | OtherCostOrOtherBasisAmt |
| Depreciation | $256,979 | DepreciationAmt |
| Book Value | $75,398 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,150,871 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CBIS CUIT Balanced Fund | $2,186,697 | F |
| CBIS CUIT Balanced Fund | $2,425,720 | C |
| Endow invest at Community Fdn. | $6,955,821 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,568,238 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annuity/Life Inc Obligations | Desc |
| Amt | $34,112 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,112 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,680,462 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,432,958 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $50,225 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,483,183 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,197,279 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,197,279 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,554,375 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $50,225 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $50,225 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,504,150 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,504,150 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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 Trust 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. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Organization in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Organization's federal Return of Organization Exempt from Income Tax (Form 990) for years eneded June 30, 2011 through 2013 are subject to examination by the IRS, generally for three years after they are filed. The Organization's state tax returns (Form 199) for the years ended June 30, 2010 through 2013 could be subject to examination by state taxing authorities, generally for four years after they are filed. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tournament | NameOfEvent1Amt |
| Gross Receipts Event1 | $384,364 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $344,512 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $39,852 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $39,335 | FoodAndBeverageEvent1Amt |
| Name Of Event2 | Bocce Ball | NameOfEvent2Amt |
| Gross Receipts Event2 | $83,272 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $72,597 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,675 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $9,715 | FoodAndBeverageEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $99,018 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $99,018 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $566,654 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $516,127 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $50,527 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $49,050 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $49,050 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,477 | 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 | 800 | $1,301,227 |
| Other General Assistance | 280 | $212,142 |
| Rental Assistance | 110 | $1,221,608 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, 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 (7 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 R Kepferle | ||||||||||||||
| CEO | $211,594 | $0 | $0 | $0 | $0 | $0 | $23,000 | $0 | $18,471 | $0 | $253,065 | $0 | $0 | $0 |
| Damien Cabezas | ||||||||||||||
| COO | $163,493 | $0 | $0 | $0 | $0 | $0 | $6,822 | $0 | $25,475 | $0 | $195,790 | $0 | $0 | $0 |
| Margaret P Williams | ||||||||||||||
| CAO/CFO | $151,096 | $0 | $0 | $0 | $0 | $0 | $18,240 | $0 | $13,344 | $0 | $182,680 | $0 | $0 | $0 |
| Ali Alkoraishi | ||||||||||||||
| Psychiatrist | $263,713 | $0 | $0 | $0 | $0 | $0 | $23,000 | $0 | $0 | $0 | $286,713 | $0 | $0 | $0 |
| Susan Harris | ||||||||||||||
| Psychiatrist | $142,147 | $0 | $0 | $0 | $0 | $0 | $20,149 | $0 | $14,503 | $0 | $176,799 | $0 | $0 | $0 |
| Ralph Oda | ||||||||||||||
| Controller | $114,048 | $0 | $0 | $0 | $0 | $0 | $20,045 | $0 | $31,912 | $0 | $166,005 | $0 | $0 | $0 |
| Marilou Cristina | ||||||||||||||
| Division Director | $144,210 | $0 | $0 | $0 | $0 | $0 | $13,442 | $0 | $10,950 | $0 | $168,602 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 68 | ContributionCnt |
| Noncash Contributions Rpt F990 | $132,854 | 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 | 9630 | ContributionCnt |
| Noncash Contributions Rpt F990 | $463,255 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Published Market Price | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1271032 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,186,175 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Estimated Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Equipment | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $57,485 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Estimated Value | MethodOfDeterminingRevenuesTxt |
| 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): | 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 7a | The Bishop has the power to elect or appoint one or more 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 approriate 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 audit committee is responsible for making recommendations to the board regarding the selection and retention of independent auditors to conduct the annual audit of the organizations financial statements. The audit committee is also responsible for the oversight of the audit, confering with the auditor regarding the results of the audit, approval of the audit report and approval of any non-audit services to be provided by the audit firm. This process is the same as it was in the prior year. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Diocese of San Jose | ||
| P | $75,398 | Cost |
| Charities Housing (under same group exemption) | ||
| Q | $144,410 | cost |
| Diocese of San Jose | ||
| P | $247,158 | Cost |
| Diocese of San Jose | ||
| N | $62,233 | Cost |
| Charities Housing | ||
| N | $0 | Cost |
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