2014-11-06T11:10:23-06:00 2014-06-30 042594880 MCCARTHY HARGRAVE & CO 303 MAIN STREET SUITE 1A WORCESTER MA 01608 990 2013-07-01 042103979 CATHOLIC CHARITIES OF THE DIOCESE OF WORCESTER CATH 5087980191 10 HAMMOND STREET WORCESTER MA 016101513 CATHERINE LOEFFLER EXECUTIVE DIRECTOR 5087980191 2014-11-06 1 DANIEL F MCCARTHY CPA P00233991 5087916406 2014-11-06 2013 2015-11-30 17:44:51Z CATHERINE LOEFFLER 10 HAMMOND STREET WORCESTER MA 016101513 12170003 0 X WWW.CCWORC.ORG X 1951 MA CATHOLIC CHARITIES IS DEDICATED TO PROVIDE EXTENSIVE SOCIAL SERVICE PROGRAMS TO HELP PEOPLE CHALLENGED BY DEVELOPMENTAL DISABILITIES, FRAIL AND VULNERABLE ELDERS, FAMILIES AND CHILDREN. THE ORGANIZATION ALSO PROVIDES SERVICES THROUGH OUTREACH TO PARISHES AND COMMUNITIES. 18 16 531 835 26400 17990 763638 1393249 7722442 8313672 309674 119634 318015 41096 9113769 9867651 0 0 0 0 7127458 7769436 0 0 0 1933661 1932838 9061119 9702274 52650 165377 9113009 10372574 678884 982987 8434125 9389587 X CATHOLIC CHARITIES IS DEDICATED TO PROVIDE EXTENSIVE SOCIAL SERVICE PROGRAMS TO HELP PEOPLE CHALLENGED BY DEVELOPMENTAL DISABILITIES, FRAIL AND VULNERABLE ELDERS, FAMILIES AND CHILDREN. THE ORGANIZATION ALSO PROVIDES SERVICES THROUGH OUTREACH TO PARISHES AND COMMUNITIES. 0 0 992829 1124491 SERVICES THAT STRENGTHEN FAMILIES AND CHILDREN, CATHOLIC CHARITIES PROVIDES ADOPTION HISTORY, INFORMATION AND REFERRAL AND FOSTER CARE AND PARENT AIDE AND EDUCATION AND EMERGENCY SHELTER SERVICES. 3022372 3622059 SERVICES THAT SUPPORT THE INDEPENDENCE OF FRAIL AND VULNERABLE ELDERS. CATHOLIC CHARITIES ALSO ASSISTS ELDERS FACING THE CHALLENGE OF AGING. 3032708 2890367 SERVICES THAT BUILD INDEPENDENCE FOR INDIVIDUALS CHALLENGED BY INTELLECTUAL DISABILITIES. THE MERCY CENTRE HELPS YOUNGSTERS AND ADULTS WITH THE CHALLENGES OF DEVELOPMENTAL DISABILITIES. 1569674 1319962 SERVICES THAT ENCOURAGE INDEPENDENCE AND PROVIDE COMMUNITY SUPPORT. CATHOLIC CHARITIES HELPS PEOPLE FACE THE CHALLENGE OF SELF-SUFFICIENCY. 1569674 1319962 8617583 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 52 0 531 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA X X LAURA BECKER 5087980191 10 HAMMOND STREET WORCESTER MA 016101513 PAUL J GANNON DIRECTOR 1.00 X 0 0 0 DAVID E SURPRENANT ESQ CLERK 1.00 X X 0 0 0 ANTHONY ROZEVICIUS CPA TREASURER 1.00 X X 0 0 0 L MARIE AGYEI DIRECTOR 1.00 X 0 0 0 JOSEPH J BAFARO JR PRESIDENT 1.00 X X 0 0 0 SR JANET BALLENTINE RSM DIRECTOR 1.00 X 0 0 0 CLAIRE M FREDA DIRECTOR 1.00 X 0 0 0 J MICHAEL GRENON VICE-PRESIDENT 1.00 X X 0 0 0 EDWARD J MCTIGHE ESQ DIRECTOR 1.00 X 0 0 0 SYLVIA L PUSATERI ESQ DIRECTOR 1.00 X 0 0 0 REV WILLIAM E REISER SJ DIRECTOR 1.00 X 0 0 0 MICHAEL J BOVENZI DIRECTOR 1.00 X 0 0 0 REV TERRENCE CURRY SJ DIRECTOR 1.00 X 0 0 0 KEVIN M KIELER DIRECTOR 1.00 X 0 0 0 MARY H WHITNEY DIRECTOR 1.00 X 0 0 0 MOST REV ROBERT J MCMANUS EX OFFICIO 1.00 X 0 0 0 RAYMOND DELISLE EX OFFICIO 1.00 X 0 0 0 CATHERINE LOEFFLER EXECUTIVE DIRECTOR, EX OFF 37.50 X 110019 0 12468 110019 0 12468 1 0 0 0 0 1393249 1393249 CHILD & FAMILY SERV 900099 8313672 8313672 8313672 304220 304220 2117766 2302352 -184586 -184586 -184586 MISCELLEANOUS 900099 41096 14696 26400 41096 9867651 8328368 26400 119634 110019 110019 6341162 5833105 508057 93024 75478 17546 381560 344463 37097 843671 747871 95800 8676 5879 2797 28250 4530 23720 59266 59266 211000 171221 39779 36593 12174 24419 26627 20312 6315 500715 457014 43701 277687 275405 2282 37683 9184 28499 112913 108420 4493 UNRELATED BUSINESS INCO 7825 7825 CLIENT ASSISTANCE 133628 133628 FOOD AND RELATED COSTS 128052 128052 EQUIPMENT AND COMPUTER 120323 79951 40372 243600 203071 40529 9702274 8617583 1084691 0 405915 957507 216031 880748 778826 676422 14144 28843 4243346 3627015 639406 616331 6852051 7017747 206636 194976 9113009 10372574 622995 945109 55889 37878 678884 982987 X 5401617 6322070 357255 392264 2675253 2675253 8434125 9389587 9113009 10372574 165377 790085 0 X X 0 1 X 1 1 1 X 1055330 934882 883651 763638 1393249 5030750 1055330 934882 883651 763638 1393249 5030750 1398369 3632381 224664 256788 282503 309749 304220 1377924 2950 26400 26400 26400 26400 108550 372636 243937 271947 291615 14696 1194831 7712055 38264182 0.47100 0.40590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2675253 41736 41736 2675253 2675253 105401 105401 2675253 2675253 144698 144698 2675253 2673508 1745 123569 123569 2675253 2673508 140097 140097 2673508 0.00000 1.00000 0.00000 0 0 42021 42021 2082405 2068184 14221 693737 618653 75084 1425183 940178 485005 616331 CAPITAL LEASES 37878 37878 X 10778094 790085 120358 910443 9867651 0 9867651 9822632 120358 120358 9702274 0 9702274 PART X, LINE 2: THERE ARE NO UNRECOGNIZED TAX BENEFITS AND INCOME TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS FOR THE STANDARD THREE-YEAR STATUE OF LIMITATIONS. DAVID SURPRENANT BOARD MEMBER IS EMPLOYED BY ONE OF THE LAW FIRMS USED BY ORGANIZATION. 983 AS OF JUNE 30, 2014 THE ORGANIZATION PAID $983 TO BOARD MEMBER'S FIRM. 0 FRANKLIN COUNTY TENANT IS ALSO A CUSTOMER 1800 DURING 2014 THE ORGANIZATION BEGAN RENTING SPACE AT ITS ATHOL LOCATION TO A CUSTOMER. THE CUSTOMER IS A TENANT AT WILL AND PAYS $150 A MONTH. THE ORGANIZATION COLLECTED $1,800 IN RENTAL INCOME FOR THE YEAR ENDED JUNE 30, 2013. 0 HEATHER MACDONALD KEY EMPLOYEE'S SISTER PROVIDES ON-CALL NURSING COVERAGE AT MERCY CENTRE. 6420 AS OF JUNE 30, 2014 THE ORGANIZATION PAID $6,420 TO THE KEY EMPLOYEE'S SISTER. 0 JOSEPH J BAFARO JR BOARD MEMBER'S FAMILY OWNED BUSINESS INSTALLED NEW FURNACE AND WATER HEATER 8345 AS OF JUNE 30, 2014 THE ORGANIZATION PAID $8,345 TO THE BOARD MEMBER'S FAMILY OWNED BUSINESS. 0 X DONATED FOOD 2 68514 DETERMINED BY DONOR X VOLUNTEER SUP 2 49874 RATE OF PAY TIMES HO X DONATED FOOD 2 1970 DETERMINED BY DONOR/ 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 WAS PROVIDED TO EACH BOARD MEMBER FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH OFFICER, DIRECTOR AND KEY EMPLOYEE IS GIVEN A QUESTIONNAIRE TO COMPLETE. THE QUESTIONNAIRE DISCLOSES ANY INTERESTS THAT COULD GIVE RISE TO CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE BOARD AND FINANCE COMMITTEE MEET TO EVALUATE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER EMPLOYESS. FORM 990, PART VI, SECTION C, LINE 18 IF AN INDIVIDUAL REQUESTS A COPY OF THE 990 CATHOLIC CHARITIES IN TURN PROVIDES A COPY. FORM 990, PART VI, SECTION C, LINE 19 CATHOLIC CHARITIES HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT HAS BEEN DISPERSED AMONGST ALL EMPLOYEES AND BOARD MEMBERS. FURTHERMORE, KEY EMPLOYEES AND BOARD MEMBERS FILL OUT A QUESTIONAIRE WHICH IS MONITORED ANNUALLY. COVERING DOCUMENTS AND CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE ATTACHED TO THE FORM PC FILED WITH THE MASSACHUSETTS ATTORNEY'S GENERAL OFFICE. THE FORM PC IS A PUBLIC DOCUMENT. FORM 990, PART XII, LINE 2C: THE ORGANIZATION MOTIONS AND APPROVES THE INDEPENDENT AUDITOR EACH YEAR AT THEIR ANNUAL MEETING. A BOARD VOTE IS TAKEN.