2014-02-13T15:01:23-06:00 2013-06-30 770051130 ABBOTT STRINGHAM & LYNCH 1550 LEIGH AVE SAN JOSE CA 95125 990 2012-07-01 942762269 CATHOLIC CHARITIES OF SANTA CLARA COUNTY CATH 4084680100 2625 ZANKER ROAD SAN JOSE CA 951342107 MARGARET P WILLIAMS 4084680100 2014-01-23 1 SHEBA B DALANEY P00351252 4083778700 2014-01-23 2012 2015-11-30 17:44:51Z MARGARET P WILLIAMS 2625 ZANKER ROAD SAN JOSE CA 95134 30256088 0 0928 X WWW.CATHOLICCHARITIESSCC.ORG X 1981 CA PROVIDE SERVICES THAT STRENGTHEN COMMUNITY AND SUSTAIN INDIVIDUALS AND FAMILIES LIVING IN POVERTY. 24 24 639 0 0 0 28866967 27477256 1766375 2235674 193971 163561 238116 222040 31065429 30098531 3044012 3113220 0 0 19624694 20556447 0 0 1052900 8878996 7660980 31547702 31330647 -482273 -1232116 24505542 24348744 4345166 4423180 20160376 19925564 X CATHOLIC CHARITIES SERVES AND ADVOCATES FOR FAMILIES AND INDIVIDUALS IN NEED, ESPECIALLY THOSE IN POVERTY. ROOTED IN GOSPEL VALUES, CATHOLIC CHARITIES WORKS TO BUILD A JUST AND COMPASSIONATE COMMUNITY FOR PEOPLE OF ALL CULTURES AND BELIEFS. 0 0 8175754 11193 292435 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.FIRST 5 SANTA CLARA COUNTRY PARTNERS WITH FAMILIES TO SUPPORT THE HEALTHY DEVELOPMENT OF THEIR CHILDREN AGES 0-5 YEARS. THE PROGRAM INCLUDES PARENTING WORKSHOPS PLUS COMMUNITY ENGAGEMENT AND EDUCATION ACTIVITIES. SUCCESSFUL PARENTS' PROGRAM, OFFERED IN VIETNAMESE AND SPANISH, HELPS PARENTS DEVELOP A STRONGER, HEALTHIER RELATIONSHIP WITH THEIR CHILDREN. WORKSHOPS TRAIN PARENTS TO COMMUNICATE EFFECTIVELY WITH THEIR CHILDREN AND SUPPORT THEIR CHILDREN'S MENTAL, EMOTIONAL AND PHYSICAL GROWTH. WIC PEER COUNSELING BREASTFEEDING PROGRAM PROVIDE PEER COUNSELING AND SUPPORT TO PREGNANT AND EARLY BREASTFEEDING MOTHERS USING THE PARENT EDUCATION MODEL TO IMPROVE BREASTFEEDING RATES IN THE VIETNAMESE AND LATINO COMMUNITIES. 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 AND SPIRITUAL AWARENESS. THE PROGRAM PROMOTES HEALTHY DECISION-MAKING THAT IMPROVES RELATIONSHIPS WITH PEERS, FAMILY AND THE COMMUNITY. INDIVIDUAL COUNSELING, SKILL BUILDING, AND GROUP ACTIVITIES ARE GEARED TOWARD PERSONAL EMPOWERMENT AND SELF-IMPROVEMENT. INTERVENTION SERVICES PROVIDES GANG INTERVENTION SERVICES TO AT-RISK YOUTH. IT WORKS WITH COMMUNITY PARTNERS TO CONDUCT ONGOING PREVENTION/INTERVENTION AND TRUANCY OUTREACH TO IDENTIFY YOUTH WHO EXHIBIT HIGH-RISK BEHAVIORS INCLUDING GANG INVOLVEMENT, CONFLICT/VIOLENCE, SCHOOL ABSENCE AND DROP OUT, SUBSTANCE ABUSE, AND OTHER NEGATIVE BEHAVIORS. KINSHIP RESOURCE CENTER PROVIDES COMPREHENSIVE SERVICES AND SUPPORT TO GRANDPARENTS AND OTHER RELATIVES WHO ARE RAISING THE FAMILY'S CHILDREN. SERVICES INCLUDE CASE MANAGEMENT, HEALTH ASSESSMENTS, SUPPORT GROUPS, RESPITE CARE, RECREATION, INFORMATION AND REFERRAL, EDUCATION SEMINARS AND ASSISTANCE WITH LEGAL GUARDIANSHIP PACKETS, AS WELL AS AN INDEPENDENT LIVING PROGRAM FOR YOUTH MOVING OUT OF KINSHIP CARE. INMATE SUPPORT SERVICES ASSISTS INMATES HOUSED IN SANTA CLARA COUNTY, AND THEIR FAMILIES, WITH A VARIETY OF SERVICES INCLUDING BOOK DELIVERY, GLASSES, NOTARY SERVICES, RESOURCES AND REFERRALS. NEW BEGINNINGS PROVIDES OPPORTUNITIES FOR PARENTS OF CHILDREN 0-3 TO ENJOY INTERACTIVE EARLY LEARNING ACTIVITIES WITH THEIR NEWBORNS/INFANTS. PROBATION SUPPORT SERVICES PROVIDES INTENSIVE CASE MANAGEMENT TO YOUTH ON PROBATION TO PREVENT RE-ENGAGEMENT WITH THE CRIMINAL JUSTICE SYSTEM. WASHINGTON UNITED YOUTH CENTER (WUYC) OFFERS STRUCTURED AFTER SCHOOL PROGRAMMING AND A CARING ENVIRONMENT TO YOUTH AND THEIR FAMILIES: COUNSELING SUPPORT, RECREATION, GROUP EDUCATIONAL ACTIVITIES AND CULTURAL ENRICHMENT PROGRAMS. ALSO AVAILABLE ARE INFORMATION AND REFERRAL SERVICES FOR FAMILIES IN CRISIS AND LIVING IN POVERTY. FRANKLIN-MCKINLEY CHILDREN'S INITIATIVE THE FRANKLIN-MCKINLEY CHILDREN'S INITIATIVE IS A PLACE-BASED ANTI-POVERTY STRATEGY FOCUSED ON HELPING EVERY CHILD IN THE SANTEE NEIGHBORHOOD SUCCEED FROM CRADLE TO CAREER BY CREATING A STRONG AND SAFE NEIGHBORHOOD, STRENGTHENING EDUCATIONAL OPPORTUNITIES, AND STRENGTHENING FAMILITES THROUGH A COMMUNITY-BASED COALITION.STEP UP SILICON VALLEY. THROUGH STEP UP SILICON VALLEY THE ORGANIZATION LEADS A COALITION OF COMMUNITY-BASED ORGANIZATIONS, INTERFAITH PARTNERS, GOVERNMENT REPRESENTATIVES, AND BUSINESS LEADERS WHO ARE WORKING TO CUT POVERTY IN HALF IN SANTA CLARA COUNTY BY 2020 THROUGH CREATING AWARENESS, ADVOCATING FOR POLICY CHANGES, AND INCUBATING SYSTEM CHANGING ALTERNATIVES. 6850126 1719787 657210 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 ENGLISH AS A SECOND LANGUAGE, COMPUTER CLASSES AND RETAIL VOCATIONAL TRAINING), EMPLOYMENT, JOB RETENTION, AND JOB UPGRADE SERVICES TO IMMIGRANTS, REFUGEES, AND LOW INCOME INDIVIDUALS. FOCUS FOR WORK PROVIDES INDIVIDUAL AND GROUP EMPLOYMENT PREPARATION SERVICES, JOB DEVELOPMENT SERVICES, AND POST-EMPLOYMENT SUPPORT FOR ADULTS DIAGNOSED WITH MENTAL ILLNESS. 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 LANGUAGE (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. 4772384 275341 45677 BEHAVIORAL HEALTH SERVICES BEHAVIORAL HEALTH SERVICES PROVIDES MENTAL HEALTH COUNSELING, CASE MANAGEMENT AND SUPPORTIVE HOUSING SERVICES TO IMPROVE THE WELLBEING OF OUR PARTICIPANTS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.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. 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 (FIRST FIVE) ARE INCLUDED IN THESE SERVICES. 5954025 1106899 1240352 OLDER ADULT SERVICES OLDER 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. 5954025 1106899 1240352 25752289 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 238 0 1 639 1 0 0 0 0 0 0 0 0 0 1 0 X 24 24 0 0 0 0 0 0 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 3.00 X X 0 0 0 JIM CASHMAN 3.00 X X 0 0 0 BISHOP PJ MCGRATH 3.00 X X 0 0 0 DREW HAASER 3.00 X X 0 0 0 GREGORY R KEPFERLE 40.00 X X 212055 0 25993 NORMAN CARROLL 3.00 X 0 0 0 FRANK BOITANO 3.00 X 0 0 0 TOM CROTTY 3.00 X 0 0 0 MICHAEL DENZEL 3.00 X 0 0 0 RAYMOND DAVILLA 3.00 X 0 0 0 KHANH DUY RUSSO 3.00 X 0 0 0 MONA S MASRI 3.00 X 0 0 0 TIMOTHY O'DONNELL 3.00 X 0 0 0 DAVID PASEK 3.00 X 0 0 0 GREGORY STAZKO 3.00 X 0 0 0 DARLENE TENES 3.00 X 0 0 0 MICHAEL BLACH 3.00 X 0 0 0 JUDY WATLAND 3.00 X 0 0 0 MICHAEL YUTRZENKA 3.00 X 0 0 0 REV BRENDAN MCGUIRE 3.00 X 0 0 0 MARY SUE ALBANESE 3.00 X 0 0 0 BOB BRAHAM 3.00 X 0 0 0 ROBERT SERVENTI 3.00 X 0 0 0 SUSAN BUSCO 3.00 X 0 0 0 DAMIEN CABEZAS 40.00 X 51479 0 13460 MARGARET P WILLIAMS 40.00 X 153005 0 20759 ALI ALKORAISHI 29.00 X 268962 0 16366 DEBORAH BAKER 40.00 X 125676 0 0 SUSAN HARRIS 27.00 X 219616 0 27504 MARY YOUNG 40.00 X 131866 0 0 MARILOU CRISTINA 40.00 X 115324 0 0 1277983 0 104082 11 0 1 0 NEW DIMENSIONS CONSULTING PO BOX 713 SAN JOSE CA 95106 COMPLIANCE CONSULTING 113823 1 53852 370517 20499034 6553853 2149572 27477256 PROGRAM SERVICE FEES 900099 2220743 2220743 MEMBERSHIP DUES 900099 14931 14931 2235674 156503 156503 200388 0 200388 200388 200388 122986 8150 124078 0 -1092 8150 7058 8150 -1092 41458 370517 33479 7979 7979 OTHER INCOME 900099 13673 13673 13673 30098531 2457885 0 163390 3113220 3113220 416539 333231 66646 16662 15723030 12736142 2404451 582437 661888 529510 105902 26476 2269712 1793496 372409 103807 1485278 1290280 139829 55169 80898 50813 27565 2520 91749 57629 31262 2858 1717430 1078740 585189 53501 89050 61662 27188 200 1148349 835534 193753 119062 547655 420247 115956 11452 367634 311830 50661 5143 178270 72963 68091 37216 108235 108235 428732 356453 60872 11407 274203 244441 22975 6787 DISTRIBUTED FOOD, CLOTH 1916377 1912234 4143 SMALL EQUIPMENT PURCHAS 431472 403668 21331 6473 MISCELLANEOUS 204104 128333 73122 2649 SUBSCRIPTIONS AND PUBLI 76822 21863 50021 4938 31330647 25752289 4525458 1052900 1565313 1354253 3893203 6918525 211029 39456 12601190 7078452 5852841 5522738 59962 68135 12617766 10127862 305428 317775 24505542 24348744 2726015 2951816 11156 16036 900000 900000 707995 555328 4345166 4423180 X 9322984 8241470 4324702 4953855 6512690 6730239 20160376 19925564 24505542 24348744 -1232116 997304 0 X X 0 1 X 1 1 1 X 23206719 22754151 25857303 28866967 27485235 128170375 23206719 22754151 25857303 28866967 27485235 128170375 128170375 337462 293433 337666 409221 356782 1734564 -19149 12582 16926 24493 13673 48525 129953464 0.98630 0.98570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7366691 217549 856259 218059 8222440 6859502 552004 174113 218928 7366691 5277131 709895 1003230 130754 6859502 4150380 1100411 100525 74185 5277131 2778194 1372186 4150380 0.81850 0.18150 0 0 1153757 1153757 7210136 5099917 2110219 2837721 898157 1939564 1072142 848441 223701 327434 231937 95497 5522738 CBIS CUIT BALANCED FUND 8112023 F CBIS CUIT BALANCED FUND 2015839 C 10127862 RETIREMENT RESERVES 212148 ANNUITY/LIFE INC OBLIGATIONS 32648 CASH OVERDRAFT 310532 555328 X 31095835 997304 997304 30098531 0 30098531 31330647 0 31330647 0 31330647 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 (FORMS 990) FOR YEARS ENEDED JUNE 30, 2010 THROUGH 2012 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, 2009 THROUGH 2012 COULD BE SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES, GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. GOLF TOURNAMENT 356223 324915 31308 30729 BOCCE BALL 55752 45602 10150 2750 411975 370517 41458 33479 33479 7979 1 FINANCIAL ASSISTANCE 810 1332595 OTHER GENERAL ASSISTANCE 300 189787 RENTAL ASSISTANCE 1155 1590838 SCHEDULE I, PART I, LINE 2: THE ORGANIZATION UTILIZES CASE MANAGERS TO MONITOR THE ASSISTANCE PROVIDED TO INDIVIDULAS 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 212055 0 0 0 0 0 10821 0 15172 0 238048 0 0 0 MARGARET P WILLIAMS 153005 0 0 0 0 0 7710 0 13049 0 173764 0 0 0 ALI ALKORAISHI 268962 0 0 0 0 0 13310 0 3056 0 285328 0 0 0 SUSAN HARRIS 219616 0 0 0 0 0 12706 0 14798 0 247120 0 0 0 X 146 113259 AUCTION PRICE X 2698 124078 PUBLISHED FV X 1131499 1912234 ESTIMATED VALUE 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): SECURITIES - PUBLICLY TRADED, NUMBER OF SHARES IS LISTED FOOD INVENTORY, NUMBER OF POUNDS IS LISTED. THIRD PARTY USE: PART I, LINE 32B: 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. THE SALE PROCEEDS ARE GIVEN TO THE ORGANIZATION. THE ASSISTANT THEN GIVES THE DONOR A LETTER DISCLOSING THE VALUE RECEIVED FOR THE DONATED VEHICLE. THE ASSISTANT THEN PREPARES AND FILES FORM 8282 WITH THE IRS WHEN REQUIRED. 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. 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. THE ROMAN CATHOLIC BISHOP OF SAN JOSE (UNDER SAME GROUP EXEMPTION) 1150 N FIRST ST SAN JOSE CA 95112 CHURCH CA 501(C)(3) 1 0 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 THE ROMAN CATHOLIC BISHOP OF SAN JOSE (UNDER SAME GROUP EXEMPTION) P 92332 COST CHARITIES HOUSING (UNDER SAME GROUP EXEMPTION) B 198804 COST DIOCESE OF SAN JOSE P 228023 COST DIOCESE OF SAN JOSE N 60644 COST