2014-12-22T14:57:32-06:00 2014-06-30 060903326 WHITTLESEY & HADLEY PC 280 TRUMBULL ST 24TH FL HARTFORD CT 061033509 990 2013-07-01 060667607 CATHOLIC CHARITIES INC ARCHDIOCESE OF HARTFORD CATH 8604931841 839-841 ASYLUM AVENUE HARTFORD CT 06105 EDGAR BERNIER CFO 8607252567 2014-12-22 1 EDWARD G SULLIVAN P00579546 8605223111 2013 2015-11-30 17:44:51Z EDGAR BERNIER 839-841 ASYLUM AVENUE HARTFORD CT 06105 27024658 0 X WWW.CCAOH.ORG X 1923 CT TO PROVIDE PROFESSIONAL GUIDANCE AND COUNSELING FOR INDIVIDUALS, FAMILIES AND THEIR CHILDREN. 26 26 612 293 0 0 20272647 20862330 6870370 5383498 238755 370040 179486 60067 27561258 26675935 784239 758532 0 0 19719787 19193524 0 0 440017 6604333 6186006 27108359 26138062 452899 537873 23381507 23900549 9131630 8152486 14249877 15748063 X MOTIVATED BY CHRIST'S SOCIAL TEACHINGS AND RESPECT FOR THE RICHNESS OF DIVERSITY, CATHOLIC CHARITIES EXISTS TO PROMOTE THE DIGNITY, SELF SUFFICIENCY AND HUMAN POTENTIAL OF THOSE IN NEED. 0 0 5764724 8322 2675555 BEHAVIORAL HEALTH PROGRAMSMENTAL HEALTH PROGRAMS, MENTAL HEALTH SERVICES WERE PROVIDED TO OVER 4,460 CLIENTS LAST YEAR. MORE THAN 91% OF CLIENTS HAD IMPROVED OUTCOMES INCREASING THEIR FUNCTIONING IN THE COMMUNITY. SERVICES INCLUDE GENERAL MENTAL HEALTH, PARENTING EDUCATION, SUBSTANCE ABUSE AND CASE MANAGEMENT. 8876554 1089 2596574 THE JUDICIAL, RESIDENTIAL, AND SCHOOL READINESS PROGRAMS THE CORRECTIONS, RESIDENTIAL AND SCHOOL READINESS/DAY CARE PROGRAMS SERVED MORE THAN 2,600 CLIENTS LAST YEAR. CORRECTIONS AND SCHOOL READINESS PROGRAMS MET 95% OF GOALS FOR IMPROVED SOCIAL FUNCTIONING AND SCHOOL READINESS SKILLS INCLUDING EMOTIONAL AND COGNITIVE SKILLS DEVELOPMENT. THE RESIDENTIAL PROGRAM PROVIDED A SAFE, NURTURING HOME ENVIRONMENT FOR 33 DEVELOPMENTALLY DISABLED ADULTS IN TEN INDIVIDUAL GROUP HOMES AND RESIDENCES. 6867393 749121 38202 COMPREHENSIVE YOUTH AND EMPLOYMENT SERVICES WERE PROVIDED TO MORE THAN 8,140 CLIENTS LAST YEAR. THE PROGRAMS MET 95% OF THEIR GOALS BY ASSISTING CLIENTS TO OBTAIN EMPLOYMENT AND INCREASING THE EDUCATIONAL LEVELS AND SOCIAL/EMOTIONAL FUNCTIONING OF YOUTH IN SCHOOL AND THE COMMUNITY. 159980 73167 OTHER PROGRAM SERVICES-ADOPTION SERVICES HAD THREE ADOPTIONS, 6 HOME STUDIES, 30 SEARCHES AND 18 BIRTH PARENT COUNSELLING. 159980 73167 21668651 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 87 0 1 612 1 0 0 0 0 0 1 1 0 1 0 X 26 26 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X EDGAR BERNIER 8607282567 839-841 ASYLUM AVENUE HARTFORD CT 06115 ARCHBISHOP LEONARD BLAIR PRESIDENT 1.00 X X 0 0 0 BISHOP CHRISTIE MACALUSO VICAR GENERAL 1.00 X X 0 0 0 MONSIGNOR JOHN MCCARTHY CHANCELLOR 1.00 X X 0 0 0 ROSE ALMA CATALDO TREASURER & DIRECTOR OF CHARITIES 1.00 X X 4800 0 0 MARIE HOPKINS SECRETARY 1.00 X X 0 0 0 JOHN FLORES CHAIRPERSON 1.00 X X 0 0 0 THOMAS SATALINO 1ST VICE CHAIRPERSON 1.00 X X 0 0 0 DEACON ROBERT PALLOTTI 2ND VICE CHAIRPERSON 1.00 X X 0 0 0 ANNE M DANAHER TRUSTEE 1.00 X 0 0 0 WILLIAM JORDAN TRUSTEE 1.00 X 0 0 0 CHERYL BARNARD TRUSTEE 1.00 X 0 0 0 CONRAD THAMM TRUSTEE 1.00 X 0 0 0 DANIEL QUIGLEY TRUSTEE 1.00 X 0 0 0 DEACON DENNIS FERGUSON TRUSTEE 1.00 X 0 0 0 DENISE COLEY TRUSTEE 1.00 X 0 0 0 FATHER EMMANUEL IHEMEDU TRUSTEE 1.00 X 0 0 0 MARLON SHIELDS TRUSTEE 1.00 X 0 0 0 PATRICIA KELMAR TRUSTEE 1.00 X 0 0 0 PATRICIA REYNOLDS TRUSTEE 1.00 X 0 0 0 RONALD ARTALE TRUSTEE 1.00 X 0 0 0 ROSE STAMILIO TRUSTEE 1.00 X 0 0 0 SUE GUEBLE TRUSTEE 1.00 X 0 0 0 FRANKLIN E PERRY II TRUSTEE 1.00 X 0 0 0 GREGORY J ALCORN TRUSTEE 1.00 X 0 0 0 MARY FLYNN TRUSTEE 1.00 X 0 0 0 ARTURO IRIARTE TRUSTEE 1.00 X 0 0 0 LOIS NESCI CHIEF EXECUTIVE OFFICER 35.00 X 152115 0 20065 KUKULKA MAREK CHIEF OPERATING OFFICER 35.00 X 135854 0 12843 EDGAR BERNIER CHIEF FINANCIAL OFFICER 35.00 X 119538 0 24860 CYNTHIA MCKENNA DIRECTOR OF PLANNING & DEV 35.00 X 101581 0 25849 WILES MARK DIRECTOR OF IT 35.00 X 104628 0 23656 618516 0 107273 5 0 1 0 SAINT FRANCIS BEHAVIORAL HEALTH GROUP 675 TOWER AVE HARTFORD CT 06112 PSYCHIATRY, BEHAVIORAL HEALTH 278970 DELTA-T GROUP HARTFORD INC PO BOX 884 BRYN MAWR PA 09010 SUBSTITUTE STAFFING GROUP HOMES & CORREC 153004 2 958036 101676 2549022 15937184 1316412 20862330 PROGRAM SERVICE REVENUE 624100 5383498 5383498 5383498 87828 87828 579398 297186 282212 282212 282212 111604 101676 51537 60067 60067 26675935 5383498 0 430107 758532 758532 1220647 774136 264858 181653 13657593 11594993 1977938 84662 637357 522187 110454 4716 2575576 2106299 400173 69104 1102351 919782 162960 19609 1334105 1093089 231231 9785 49935 36396 7615 5924 1185132 1074568 97282 13282 1639485 1301890 327334 10261 415596 378895 35558 1143 97197 74982 21407 808 170615 168422 2193 451641 348760 99231 3650 EQUIPMENT RENTAL AND MA 572740 415984 143176 13580 MEMBERSHIP DUES AND SUB 81369 3701 77668 PROGRAM ACTIVITIES & PA 72032 72032 BANK SERVICE CHARGES 59317 1438 57879 56842 22565 12437 21840 26138062 21668651 4029394 440017 7562504 7607495 2566434 3179013 336564 264902 302847 129412 13593713 5189588 8670877 8404125 3887281 4315602 55000 0 23381507 23900549 1985471 1835020 484971 502024 158041 143391 2430000 2390000 658448 628889 3414699 2653162 9131630 8152486 X 12733676 14209859 1253520 1275523 262681 262681 14249877 15748063 23381507 23900549 X 537873 238855 721458 X X 0 1 X 1 1 1 X 20465498 21210365 20413588 20272648 20862330 103224429 20465498 21210365 20413588 20272648 20862330 103224429 103224429 160705 102064 175044 238755 370040 1046608 32496 151990 179486 60067 424039 104695076 30111192 0.98600 0.98670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 22500 22500 0 PART II-B, LINE 1: REPRESENTATION ON MATTERS OF INTEREST TO THE AGENCY WITH VARIOUS STATE LEGISLATIVE COMMITTEES AND DEPARTMENTS. 3887281 2500 600921 159780 15320 4315602 3654119 13412 422677 187008 15919 3887281 3550752 220278 39399 141957 14353 3654119 2995343 51450 620817 102375 14483 3550752 2519913 300051 318119 131380 11360 2995343 0.86740 0.06090 0.07170 0 1 1 938211 938211 11174697 4474945 6699752 1421651 655489 766162 59154 59154 0 8404125 SELF FUNDED UNEMPLOYMENT INSURANCE 195729 ACCRUED PENSION LIABILITY 2457433 2653162 X 26966327 238855 51537 290392 26675935 0 26675935 26189599 51537 51537 26138062 0 26138062 PART V, LINE 4: FIVE PERCENT OF PREVIOUS TWENTY FOUR QUARTER AVERAGE VALUE DISTRIBUTED ANNUALLY IN SUPPORT OF PROGRAMS. PART X, LINE 2: CATHOLIC CHARITIES IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CATHOLIC CHARITIES IS ALSO EXEMPT FROM STATE INCOME TAXES. CATHOLIC CHARITIES CONTINUALLY EVALUATES EXPIRING STATUES OF LIMITATIONS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS TO DETERMINE IF CATHOLIC CHARITIES HAS ANY UNCERTAIN TAX POSITIONS. AS OF JUNE 30, 2014, CATHOLIC CHARITIES DOES NOT BELIEVE IT IS EXPOSED TO ANY UNCERTAIN TAX POSITIONS. CURRENTLY, CATHOLIC CHARITIES' FEDERAL INFORMATION RETURNS FOR TAX YEARS 2010 - 2012 REMAIN OPEN TO INSPECTION BY THE IRS. CATHOLIC CHARITIES' 2013 FEDERAL INFORMATION RETURN IS TO BE FILED IN 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE IN FORM 990 PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE IN FORM 990 BREAKFAST EVENT 112906 55229 57677 1828 9922 4840 GOLF TOURNAMENT 80381 46447 33934 17648 4300 5914 1 19993 19993 7085 213280 101676 111604 19476 14222 17839 51537 60067 1 SCHOLARSHIP 13 33532 0 TRANSPORTATION 868 45380 0 HEALTH 64 21796 0 FOOD 2881 20254 76589 FMV FOOD CLOTHING 1030 4215 17000 FMV CLOTHING UTILITIES 258 46028 0 HOUSING 420 334756 0 CASH 347 158982 0 FMV DIAPERS PART I, LINE 2: CATHOLIC CHARITIES GIVES ASSISTANCE TO INDIVIDUALS THROUGH THREE PROGRAMS. FOR REFUGEE RESETTLEMENT; STAFF FOLLOWS THE CASE MANAGEMENT PROTOCOL AND FOLLOW UP WITH REFUGEE REPORTING. FOR PARISH REFERRALS; BASIC HUMAN NEEDS CLIENTS ARE REFERRED THROUGH VARIOUS PARISHES WHOSE NEEDS WERE DETERMINED BY THE LOCAL RECTOR. FOR WALK-IN CLIENTS; THESE INDIVIDUALS ARE HANDLED BY CATHOLIC CHARITIES BASIC HUMAN NEEDS/CASE MANAGEMENT STAFF. THESE CASES ARE GENERALLY FOR FOOD OR ONE TIME UTILITY ASSISTANCE. THE STAFF WILL FOLLOW UP WITH THE CLIENTS IF THEY APPEAR TO NEED TO MAKE AN APPLICATION FOR CONTINUING ASSISTANCE THROUGH THE STATE OR ASSISTANCE WITH HOUSING. X X 0 0 0 0 0 0 0 0 0 LOIS NESCI CHIEF EXECUTIVE OFFICER 149215 0 2900 0 0 0 12821 0 7244 0 172180 0 0 0 A STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20774UM77 2008-10-23 16549404 TO CONSTRUCT AND EQUIP A CHILD CARE FACILITY 0 0 1 A 155000 2545000 4520 169348 2380172 2008 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 0 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORI DATE THE REBATE COMPUTATION WAS PERFORMED: 10/23/2013 ARCHDIOCESE OF HARTFORD AFFILIATE 2549022 OPERATIONAL SUPPORT AND CAPITAL IMPROVEMENT FUNDING. 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS SHALL CONSIST OF THE PERSONS NAMED IN THE CERTIFICATE OF INCORPORATION, NAMELY THE ARCHBISHOP OF THE ARCHDIOCESE OF HARTFORD, OR IN THE CASE OF THE DEATH OR OTHER DISABILITY OF THE ARCHBISHOP, THE ADMINISTRATOR OF THE ARCHDIOCESE FOR THE TIME BEING; A VICAR-GENERAL APPOINTED BY THE ARCHBISHOP; THE CHANCELLOR OF THE ARCHDIOCESE OF HARTFORD; AND THE ARCHDIOCESAN DIRECTOR OF CHARITIES, ALL OF WHOM SHALL BE MEMBERS OF THIS CORPORATION BY VIRTUE OF THEIR OFFICES WITHIN THE ARCHDIOCESE OF HARTFORD, BUT UPON CEASING TO HOLD SUCH OFFICE, THE MEMBERSHIP OF EACH SHALL TERMINATE AND THE SUCCESSOR TO SUCH OFFICE SHALL SUCCEED SUCH PERSON AS A MEMBER OF THIS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS, IN CONJUNCTION WITH THE WRITTEN APPROVAL OF THE ARCHBISHOP OF HARTFORD ARE EMPOWERED TO APPOINT A TOTAL OF FIFTY PERCENT OF THE NON-MEMBER TRUSTEES SERVING ON THE BOARD OF TRUSTEES (EXCLUDING EX-OFFICIO TRUSTEES), AND TO REMOVE, WITH OR WITHOUT CAUSE, THOSE TRUSTEES WHOSE APPOINTMENT THEY HAVE MADE. INCLUDED WITHIN THE FIFTY PERCENT OF TRUSTEES TO BE APPOINTED BY THE MEMBERS SHALL BE ANY TRUSTEE CANDIDATE WHO IS EMPLOYED BY THE HARTFORD ROMAN CATHOLIC DIOCESAN CORPORATION OR ANY TRUSTEE CANDIDATE EMPLOYED BY OR SERVING AS A MEMBER, TRUSTEE, DIRECTOR, OR OFFICER OF ANY CORPORATION AFFILIATED THEREWITH (EXCEPT THE EX-OFFICIO TRUSTEES). FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS, IN CONJUNCTION WITH THE WRITTEN APPROVAL OF THE ARCHBISHOP OF HARTFORD ARE EMPOWERED TO APPROVE THE MISSION OR PURPOSE AND THE PHILOSOPHY OF THE CORPORATION AND OF ANY SUBSIDIARY OF THE CORPORATION; TO APPROVE THE CERTIFICATE OF INCORPORATION AND THE BY-LAWS AND ANY AND ALL AMENDMENTS THERETO; TO APPROVE THE SALE, TRANSFER, MORTGAGE, PLEDGE OR OTHER ALIENATION OR ACQUISITION OF PERSONAL PROPERTY OF THE CORPORATION IN EXCESS OF $250,000 PER TRANSACTION; TO APPROVE THE SALE, TRANSFER, MORTGAGE, PLEDGE, OR OTHER ALIENATION OR ACQUISITION OF THE REAL PROPERTY OF THE CORPORATION; TO APPROVE THE LEASE OF ANY REAL PROPERTY WHERE RENTAL PAYMENTS WOULD BE IN EXCESS OF $250,000 IN ANY ONE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 11 FORM IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO THE TRUSTEE MEETING. ALL TRUSTEES RECEIVE A COPY. THE FINANCE CHAIRMAN REPORTS ON THE FILING AND RECOMMENDS ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS ,DIRECTORS AND TRUSTEES COMPLETE AN ANNUAL DISCLOSURE REPORT. ANY REAL OR POTENTIAL CONFLICTS ARE IDENTIFIED. THE CHIEF EXECUTIVE OFFICER (OR DESIGNEE) AND CHIEF FINANCIAL OFFICER INDEPENDENTLY REVIEW ALL CONTRACTS, PERSONAL SERVICES AGREEMENTS AND LEASES IN WHICH CONFLICT OF INTEREST IS A PART OF THE REVIEW. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER'S SALARY IS DETERMINED BY THE BOARD OF TRUSTEES THROUGH IT'S ANNUAL PERFORMANCE APPRAISAL WHICH INCLUDES COMPARABILITY DATA PROVIDED BY HUMAN RESOURCES. THE CHIEF EXECUTIVE OFFICER MAKES SALARY RECOMMENDATIONS FOR OTHER KEY EMPLOYEES TO THE BOARD OF TRUSTEES, WITH COMPARABILITY DATA PROVIDED BY HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONS GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON REQUEST IN WORD/ADOBE/PRINTED FORMAT. FINANCIAL STATEMENTS ARE POSTED ON CATHOLIC CHARITIES' WEBSITE. FORM 990, PART XI, LINE 9: PENSION CHANGES OTHER THAN NET PERIODIC PENSION COST 721,458. PART XII, LINE 2C THERE IS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. CATHOLIC CHARITIES INSTITUTE FOR HISPANIC FAMILY ASSOC INC 839-841 ASYLUM AVENUE HARTFORD CT 06105 270215435 CONDOMINIUM ASSOCIATION CT 361610 5293079 CATHOLIC CHARITIES-ARCHDIOCESE OF HARTFORD ARCHDIOCESE OF HARTFORD 134 FARMINGTON AVENUE HARTFORD CT 06105 060646669 RELIGIOUS ORGRANIZATION CT 501(C)(3) LINE 1 0 CATHEDRAL GREEN INC 809 ASYLUM AVENUE HARTFORD CT 06105 270144655 AFFORDABLE HOUSING CT 501(C)(3) LINE 7 ARCHDIOCESE OF HARTFORD 0 FRANCIS XAVIER PLAZA INC 605 BALDWIN ST WATERBURY CT 06706 453563217 AFFORDABLE HOUSING CT 501(C)(3) LINE 7 ARCHDIOCESE OF HARTFORD 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0