2014-11-14T08:15:11-06:00 2013-12-31 741130599 PATTILLO BROWN & HILL LLP P O BOX 20725 WACO TX 767020725 990 2013-01-01 741711575 CARITAS OF WACO CARI 2547534593 300 SOUTH 15TH STREET WACO TX 76701 BUDDY EDWARDS EXECUTIVE DIRECTOR 2547534593 2014-11-13 1 SHARON M HERWALD CPA P00079864 2547724901 2013 2015-11-30 17:44:51Z BUDDY EDWARDS 300 SOUTH 15TH STREET WACO TX 76701 13313921 0 X WWW.CARITAS-WACO.ORG X 1967 TX TO PROVIDE EMERGENCY/SUPPLEMENTAL ASSISTANCE IN THE FORM OF FOOD, CLOTHING, HOUSHOLD ITEMS, UTILITY, MEDICATION, RENT AND MORTGAGE AID TO PEOPLE IN NEED IN THE WACO COMMUNITY. 15 15 38 2017 0 0 15199150 12598571 465451 491479 -1826 142840 1715 59614 15664490 13292504 14549652 12052288 0 0 649515 725112 0 0 36252 452673 464630 15651840 13242030 12650 50474 4892905 5001362 21517 20674 4871388 4980688 X TO PROVIDE EMERGENCY/SUPPLEMENTAL ASSISTANCE IN THE FORM OF FOOD, CLOTHING, HOUSHOLD ITEMS, UTILITY, MEDICATION, RENT AND MORTGAGE AID TO PEOPLE IN NEED IN THE WACO COMMUNITY. 1 0 12102798 11888102 213298 HOUSEHOLD PRODUCTS DISTRIBUTION:CARITAS HAS AN ESTABLISHED PARTNERSHIP WITH THE WAL-MART RETURN CENTER IN WACO. THROUGH THIS ARRANGEMENT, CARITAS RECEIVES ITEMS RETURNED TO WAL-MART (ITEMS WHICH SUPPLIERS DID NOT WISH TO RECEIVE BACK) AND DISTRIBUTES THEM TO OTHER CHARITIES AND NON-PROFIT SOCIAL SERVICE ORGANIZATIONS. SUCH ITEMS CONSIST MOSTLY OF PAPER PRODUCTS SUCH AS TOILET PAPER, PAPER TOWELS, AND DIAPERS, AND OTHER HOUSEHOLD PRODUCTS. CARITAS CURRENTLY DISTRIBUTES THESE PRODUCTS TO OVER 200 CHARITABLE ORGANIZATIONS. HUNDREDS OF THOUSAND OF PEOPLE IN NEED HAVE BENEFITED FROM THIS PROGRAM. 412730 164186 EMERGENCY ASSISTANCE:CARITAS PROVIDES ASSISTANCE WITH FOOD, CLOTHING AND HOUSEHOLD ITEMS, PRESCRIPTION MEDICATIONS, UTILITIES, RENT AND MORTGAGE ASSISTANCE, TRANSPORTATION, AND LODGING ON AN EMERGENCY BASIS TO PEOPLE IN NEED. THE LARGEST AMOUNT OF SUCH ASSISTANCE IS FOR FOOD WITH CARITAS AIDING AN AVERAGE OF 2200 FAMILIES A MONTH WITH THIS SERVICE. 237658 278181 THRIFT STORES:CARITAS OPERATES TWO RESALE STORES IN THE WACO AREA. THESE STORES PROVIDE CLOTHING AND OTHER ITEMS FREE OF CHARGE UPON REFERRAL FROM CARITAS INTERVIEWERS AND VERY REASONABLY PRICED, QUALITY CLOTHING AND OTHER HOUSEHOLD ITEMS TO PERSONS WHO OTHERWISE WOULD NOT HAVE ACCESS TO THESE ARTICLES BECAUSE OF THEIR ECONOMIC STATUS. THE STORES ALSO OFFER EMPLOYMENTFOR INDIVIDUALS DESIROUS OF WORKING IN A SERVICE ORIENTED, NON-PROFIT SETTING. THE STORES SELL DONATED MERCHANDISE ONLY. 12753186 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 38 1 0 0 0 0 0 1 1 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X X BUDDY EDWARDS 2547534593 300 SOUTH 15TH STREET WACO TX 76701 BEN DEVER PRESIDENT 1.00 X X 0 0 0 EMILY BUCK VICE PRESIDENT 1.00 X X 0 0 0 SUSAN SILVER SECRETARY 1.00 X X 0 0 0 DERRAL PARKS TREASURER 1.00 X X 0 0 0 LARRY DAGLEY DIRECTOR 1.00 X 0 0 0 CONNIE BERRY DIRECTOR 1.00 X 0 0 0 ROSE GOERTZ DIRECTOR 1.00 X 0 0 0 TOM NEWSOM DIRECTOR 1.00 X 0 0 0 BILL CARDEN DIRECTOR 1.00 X 0 0 0 STEVE FONTAINE DIRECTOR 1.00 X 0 0 0 BETTY BAUER DIRECTOR 1.00 X 0 0 0 FRANK KLINKOVSKY DIRECTOR 1.00 X 0 0 0 BOB IBARRA DIRECTOR 1.00 X 0 0 0 CHARLIE PACKARD DIRECTOR 1.00 X 0 0 0 CONNIE CLARK DIRECTOR 1.00 X 0 0 0 TAMMY ALLEN DIRECTOR 1.00 X 0 0 0 MARCIA OLMSTED DIRECTOR 1.00 X 0 0 0 JUDY DUCHARME DIRECTOR 1.00 X 0 0 0 ROY R BUDDY EDWARDS EXECUTIVE DIRECTOR 40.00 X 62854 0 0 62854 0 0 0 0 0 0 JOHN ERWIN CONSTRUCTION 313 S 13TH STREET WACO TX 76701 BUILDING RENOVATIONS 573979 HOLTEK ENTERPRISES 500 JEWEL DRIVE WACO TX 76712 SOLAR PANEL SYSTEM 125675 2 12598571 11954694 12598571 SALES OF DONATED ITEMS 453310 278181 278181 SHARED MAINTENANCE FEES 453310 213298 213298 491479 27462 27462 115378 0 115378 115378 115378 81031 21417 59614 59614 13292504 491479 0 202454 11880198 11880198 172090 172090 62854 62854 605439 524323 50207 30909 56819 45184 9100 2535 19045 19045 1519 1478 41 22602 1690 20893 19 63000 27180 35565 255 4035 4035 128324 70198 58126 32188 28742 964 2482 2386 2386 83350 83350 52787 52787 TRANSFERS TO OTHER FOOD 46725 46725 MISCELLANEOUS 8669 2103 6514 52 13242030 12753186 452592 36252 579281 601149 52562 52304 230466 28781 1907 1130 115981 115981 3038672 609444 1709685 2429228 206137 202901 1996886 1569888 4892905 5001362 21517 20674 21517 20674 X 4657242 4937094 214146 43594 4871388 4980688 4892905 5001362 50474 61352 -2526 0 X 0 1 X 1 0 X 11929172 13406029 15267175 15137174 12598571 68338121 11929172 13406029 15267175 15137174 12598571 68338121 68338121 3658 2130 2030 5142 27462 40422 68378543 491479 0.99940 0.99970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1267839 202244 43993 6597 1419493 1135514 13052 119273 1267839 863781 313730 -41997 1135514 764414 500 98867 863781 635028 135428 6042 764414 1.00000 1 0 133000 133000 2418067 411849 2006218 328552 165168 163384 159053 32427 126626 2429228 BENEFICIAL INTEREST - CHARITABLE REMAINDER TRUST 150395 BENEFICIAL INTEREST - FUNDS HELD BY WACO FOUNDATION 1419493 1569888 X 13353856 61352 61352 13292504 0 13292504 13244556 0 13244556 -2526 -2526 13242030 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUND IS TO PROVIDE A REVENUE STREAM FROM EARNINGS OF THE FUND FOR THE GENERAL OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: THR ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZAION'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE LAST THREE YEARS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. FEAST OF CARING 56181 56181 1133 8308 GOLF TOURNAMENT 24850 24850 420 38 3108 780 7630 81031 81031 420 38 3108 1913 15938 21417 59614 1 200-300 DIFFERENT ORGANIZATIONS RECEIVE ASSISTANCE MONTHLY FROM CARITAS 300 S 15TH STREET WACO TX 76701 741711575 501(C)(3) 11880198 APPROXIMATE AVG VALUE PER POUND DISTRIBUTION OF NON-FOOD PRODUCTS FOR ORGANIZATIONS TO DISTRIBUTE TO MEET COMMUNITY NEEDS EMERGENCY ASSISTANCE 164186 FMV UTILITY, RENTAL, MORTGAGE, FOOD, PRESCRIPTION, FUEL AND TRANSPORTATION ASSISTANCE HOUSEHOLD PRODUCTS DISTRIBUTION 7904 FMV HOUSEHOLD PRODUCTS DISTRIBUTED LOCALLY TO THOSE IN NEED PART I, LINE 2: THE ORGANIZATIONS RECEIVING ASSISTANCE FROM CARITAS ARE REQUIRED TO SHOW PROOF OF 501(C)(3) STATUS AND ARE SUBJECT TO UNNANNOUNCED AUDITS BY CARITAS STAFF. THE RECEIVING ORGANIZATIONS MAY DISTRIBUTE GOODS AS THEY SEE FIT TO MEET THE NEEDS OF THEIR COMMUNITIES. X 9578519 AVG PRICE/LB-FOOD STUDY X 803 3069195 AVG PRICE/LB-FOOD STUDY 0 0 1 PART I, COLUMN (B): CARITAS REPORTS THE FAIR VALUE OF GIFTS OF DONATED FOOD AND OTHER PRODUCTS OVER WHICH IT HAS CONTROL (I.E. VARIANCE POWER) AS UNRESTRICTED PUBLIC SUPPORT AND, SHORTLY THEREAFTER, AS EXPENSE WHEN DISTRIBUTED TO INDIVIDUALS AND ORGANIZATIONS. CARITAS ESTIMATES THE AVERAGE WHOLESALE VALUE OF ONE POUND OF DONATED FOOD PRODUCT TO BE $1.69 AND THE AVERAGE WHOLESALE VALUE OF ONE POUND OF DONATED NONFOOD PRODUCT TO BE $3.98 BASED UPON A STUDY PERFORMED BY FEEDING AMERICA. PART I, LINE 32B: CARITAS USES AN INDEPENDENT USED CAR DEALER TO SELL ANY CARS DONATED TO THE ORGANIZATION. THERE WERE NO CAR DONATIONS IN 2013. FORM 990, PART III, LINE 2 CASE MANAGEMENT PROGRAM - THE CARITAS CASE MGT. PROGRAM PROVIDES SERVICES TO CLIENTS BY THOROUGHLY ASSESSING CORE PROBLEMS, ASSISTING CLIENTS IN GOAL SETTING TO ADDRESS SUCH PROBLEMS (LEADING TO THE IMPLEMENTATION OF AN ACHIEVABLE SERVICE PLAN) AND ARRANGING AND COORDINATING COMMUNITY REFERRALS FOR SERVICES TO FULFILL THAT PLAN. THIS PROGRAM FOCUSES ON MOVING INDIVIDUALS AND THEIR FAMILIES OUT OF POVERTY, AND TOWARDS GREATER INDEPENDENCE WHICH IN TURN WOULD IMPROVE THEIR OVERALL QUALITY OF LIFE AND WELL-BEING. TYPICALLY, THE GOALS OF CASE MGT. ARE ACHIEVED BY STRESSING THE IMPORTANCE OF CONTINUED EDUCATION, JOB TRAINING AND EMPLOYMENT WHILE AT THE SAME TIME HANDLING RELATED ISSUES SUCH AS FAMILY CONCERNS, CHILD CARE, TRANSPORTATION OR OTHER IMMEDIATE NEEDS. CASE MGT. ALSO AIDS BY DIRECTLY ASSISTING CLIENTS WITH TRANSPORTATION, GED TESTING, SCHOOL ENTRANCE EXAMS (E.G., JUNIOR COLLEGE), CLOTHING FOR WORK AND FOR SCHOOL AND OTHER ESSENTIALS. FORM 990, PART VI, SECTION A, LINE 8B RECORDED MINUTES OF COMMITTEE MEETINGS ARE NOT MAINTAINED. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE REVIEWS AND APPROVES THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY AND DISCLOSURES ARE REVIEWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.