2015-05-15T16:58:37-05:00 2014-06-30 770051130 Abbott Stringham & Lynch 1550 Leigh Ave San Jose CA 95125 990 2013-07-01 942762269 Catholic Charities of Santa Clara County CATH 4084680100 2625 Zanker Road San Jose CA 951342107 Margaret P Williams CFO/CAO 4084680100 2015-05-11 1 Sheba B Dalaney P00351252 4083778700 2015-05-11 2013 2016-04-25 22:37:26Z Gregory Kepferle 2625 Zanker Road San Jose CA 951342107 30246329 0 0928 X www.catholiccharitiesscc.org X 1981 CA Provide services that strengthen community and sustain individuals and families living in poverty. 20 20 612 1177 0 0 27477256 27591692 2235674 2197250 163561 168044 222040 240293 30098531 30197279 3113220 2734978 0 0 20556447 20027799 0 0 1141916 7660980 7741373 31330647 30504150 -1232116 -306871 24348744 23909232 4423180 2857582 19925564 21051650 X 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. 0 0 6875225 1497271 7708418 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. 6207549 1029 6588655 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. 5569917 146819 6222870 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. 6647164 1089859 5407806 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. 6647164 1089859 5407806 25299855 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 206 0 1 612 1 0 0 0 0 0 1 1 0 0 0 1 0 X 20 20 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Margaret P Williams 4083255110 2625 Zanker Road San Jose CA 95134 Raymond Triplett President 3.00 X X 0 0 0 Michael Blach Vice President 3.00 X X 0 0 0 Bishop PJ McGrath Chariman 3.00 X X 0 0 0 Drew Haaser Secretary 3.00 X X 0 0 0 Diana Bautista Board Member 3.00 X 0 0 0 Frank Boitano Board Member 3.00 X 0 0 0 Murray J Demo Board Member 3.00 X 0 0 0 Michael Denzel Board Member 3.00 X 0 0 0 Raymond Davilla Board Member 3.00 X 0 0 0 Khanh Duy Russo Board Member 3.00 X 0 0 0 Mona S Masri Board Member 3.00 X 0 0 0 Veronica Duluk Board Member 3.00 X 0 0 0 Darcie Green Board Member 3.00 X 0 0 0 Gregory Stazko Board Member 3.00 X 0 0 0 Sandra Sepulveda-Bromley Board Member 3.00 X 0 0 0 Judy Watland Board Member 3.00 X 0 0 0 Michael Yutrzenka Member -at-Large 3.00 X 0 0 0 Rev Brendan McGuire Board Member 3.00 X 0 0 0 Bob Braham Board Member 3.00 X 0 0 0 Robert Serventi Board Member 3.00 X 0 0 0 Susan Busco Board Member 3.00 X 0 0 0 Gregory R Kepferle CEO 40.00 X 211594 0 41471 Damien Cabezas COO 40.00 X 163493 0 32297 Margaret P Williams CAO/CFO 40.00 X 151096 0 31584 Ali Alkoraishi Psychiatrist 29.00 X 263713 0 23000 Deborah Baker Director of Human Resource 40.00 X 130461 0 304 Susan Harris Psychiatrist 27.00 X 142147 0 34652 Ralph Oda Controller 40.00 X 114048 0 51957 Marilou Cristina Division Director 40.00 X 144210 0 24392 1320762 0 239657 8 0 1 0 New Dimensions Consulting PO Box 713 San Jose CA 95106 Compliance Consulting 137191 1 54433 516127 20020149 7000983 2839769 27591692 Program Service Fees 900099 2175175 2175175 Membership Dues 900099 22075 22075 2197250 165644 165644 222621 0 222621 222621 222621 2400 0 2400 2400 2400 50527 516127 49050 1477 1477 Other Income 900099 16195 16195 16195 30197279 2438466 0 167121 2734978 2734978 1320762 1086962 182387 51413 14373515 11829130 1984866 559519 607250 487264 88419 31567 2263364 1816150 329557 117657 1462908 1288418 114946 59544 101944 64371 32881 4692 136576 86239 44052 6285 1622438 1024460 523308 74670 102849 68467 28317 6065 1043743 773828 139532 130383 528363 400503 113574 14286 323413 297260 21889 4264 175082 70045 79132 25905 80173 80173 421428 320838 87402 13188 317251 290489 20328 6434 Distributed items 2186175 2186175 Equipment 346966 263895 74553 8518 Miscellaneous 269870 192411 62609 14850 Subscriptions 85102 17972 54454 12676 30504150 25299855 4062379 1141916 432037 1354253 1603958 6918525 4900346 39456 67012 12626008 7475137 5522738 5150871 68135 69070 10127862 11568238 317775 117700 24348744 23909232 2951816 2607774 16036 15696 900000 200000 555328 34112 4423180 2857582 X 8241470 7595628 4953855 6678230 6730239 6777792 19925564 21051650 24348744 23909232 -306871 1432957 0 X X 0 1 X 1 1 1 X 22754151 25857303 28866967 27485235 27641918 132605574 22754151 25857303 28866967 27485235 27641918 132605574 132605574 293433 337666 409221 356782 388265 1785367 12582 16926 24493 13673 16195 83869 134474810 0.98610 0.98630 X 8222440 47553 1266395 270970 9265418 7366691 217549 856259 218059 8222440 6859502 552004 174113 218928 7366691 5277131 709895 1003230 130754 6859502 4150380 1100411 100525 74185 5277131 0.73200 0.26800 1 0 1153757 1153757 7222970 5296480 1926490 2837721 1056455 1781266 1079183 865223 213960 332377 256979 75398 5150871 CBIS CUIT Balanced Fund 2186697 F CBIS CUIT Balanced Fund 2425720 C Endow invest at Community Fdn. 6955821 F 11568238 Annuity/Life Inc Obligations 34112 34112 X 31680462 1432958 50225 1483183 30197279 0 30197279 30554375 50225 50225 30504150 0 30504150 Part X, Line 2: The Organization has been granted tax-exempt status by the Internal Revenue Service (Section 501(c)(3)) and the California Franchise Tax Board (Section 23701d). The Organization is registered with the Registry of Charitable 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. Golf Tournament 384364 344512 39852 39335 Bocce Ball 83272 72597 10675 9715 1 99018 99018 566654 516127 50527 49050 49050 1477 1 FINANCIAL ASSISTANCE 800 1301227 Other General Assistance 280 212142 Rental Assistance 110 1221608 Schedule I, Part I, Line 2: The organization utilizes case managers to monitor the assistance provided to individuals and to ensure that the resources provided appropriately address the needs of the individuals. X X X 0 0 0 0 0 0 0 0 0 Gregory R Kepferle CEO 211594 0 0 0 0 0 23000 0 18471 0 253065 0 0 0 Damien Cabezas COO 163493 0 0 0 0 0 6822 0 25475 0 195790 0 0 0 Margaret P Williams CAO/CFO 151096 0 0 0 0 0 18240 0 13344 0 182680 0 0 0 Ali Alkoraishi Psychiatrist 263713 0 0 0 0 0 23000 0 0 0 286713 0 0 0 Susan Harris Psychiatrist 142147 0 0 0 0 0 20149 0 14503 0 176799 0 0 0 Ralph Oda Controller 114048 0 0 0 0 0 20045 0 31912 0 166005 0 0 0 Marilou Cristina Division Director 144210 0 0 0 0 0 13442 0 10950 0 168602 0 0 0 X 68 132854 Auction Price X 9630 463255 Published Market Price X 1271032 2186175 Estimated Value X Equipment 2 57485 Estimated Value 0 1 1 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. 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. Charities Housing (under same group exemption) 1400 Parkmoor Ave San Jose CA 95126 770359848 Low Income Housing CA 501(c)(3) 7 0 Diocese of San Jose 1150 N First St san Jose CA 95112 942734503 Church CA 501(c)(3) 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 Diocese of San Jose P 75398 Cost Charities Housing (under same group exemption) Q 144410 cost Diocese of San Jose P 247158 Cost Diocese of San Jose N 62233 Cost Charities Housing N 0 Cost