2014-05-15T11:43:00-05:00 2013-06-30 942763139 BERGER LEWIS ACCOUNTANCY CORP 55 ALMADEN BLVD STE 600 SAN JOSE CA 95113 990 2012-07-01 237179787 SACRED HEART COMMUNITY SERVICE SACR 4082782160 1381 SOUTH FIRST STREET SAN JOSE CA 95110 PONCHO GUEVARA 4082782160 2014-05-14 1 RANDY G PETERSON CPA P01300203 4084941200 2014-05-14 2012 2015-11-30 17:44:51Z PONCHO GUEVARA 1381 SOUTH FIRST STREET SAN JOSE CA 95110 19162058 0 X WWW.SACREDHEARTCS.ORG X 1964 CA UNITE THE COMMUNITY TO ENSURE THAT EVERY CHILD AND ADULT IS FREE FROM POVERTY. 9 9 152 10830 0 0 19761549 18960334 0 0 26501 36250 2387 1500 19790437 18998084 12449503 12410738 0 0 4904618 5081075 7363 6475 441234 2723948 1616880 20085432 19115168 -294995 -117084 7921594 7872342 1147534 1365422 6774060 6506920 X OUR MISSION IS TO BUILD A COMMUNITY FREE FROM POVERTY BY CREATING HOPE, OPPORTUNITY, AND ACTION. WE PROVIDE ESSENTIAL SERVICES, EMPOWER PEOPLE TO IMPROVE THEIR LIVES, ADVOCATE FOR JUSTICE, AND INSPIRE VOLUNTEERS TO LOVE, SERVE, AND SHARE. IT EXPRESSES NOT ONLY THE SPECIFIC WAYS THAT WE ADDRESS THE CONDITIONS OF POVERTY, BUT AN UNDERSTANDING THAT WE DO SO IN WAYS THAT WILL HAVE A DEEP AND LASTING IMPACT. HOPE IS CREATED WHEN WE PROVIDE RESOURCES IN A COMPASSIONATE AND DIGNIFIED WAY. OPPORTUNITY IS CREATED WHEN WE INVEST IN THE SKILLS AND POWER RESIDING IN INDIVIDUALS AND GROUPS. ACTION IS CREATED WHEN WE ORGANIZE VOLUNTEERS, LEADERS, AND INSTITUTIONS TO ACT IN INDIVIDUAL AND COLLECTIVE WAYS TO ELIMINATE POVERTY IN OUR COMMUNITY. 0 0 12262999 11366157 1500 ESSENTIAL SERVICES - THE ESSENTIAL SERVICES PROGRAM IS BUILT ON OUR CORE BELIEF THAT ALL HUMANS HAVE THE RIGHT TO FOOD, SHELTER AND WARMTH. THESE BASIC NECESSITIES ARE PROVIDED THROUGH THE FOLLOWING PROGRAMS: THE WELCOME CENTER WELCOMES LOW-INCOME AND HOMELESS INDIVIDUALS AND FAMILIES EVERY DAY AND PROVIDES RESOURCE REFERRALS AND INFORMATION. EVERY DAY, LOUISE'S PANTRY DISTRIBUTES PRODUCE AND CANNED GOODS, TWICE A MONTH TO FAMILIES, SERVING MORE THAN 350 HOUSEHOLDS EVERY DAY. GRACIE'S CLOTHES CLOSET PROVIDES GENTLY USED CLOTHING, BLANKETS, AND LINENS, TO CUSTOMERS TWICE PER MONTH TO MORE THAN 300 HOUSEHOLDS EACH DAY. THE HOUSING OFFICE PROVIDES FINANCIAL ASSISTANCE FOR SECURITY DEPOSITS AND PAST DUE RENT TO PREVENT AND END HOMELESSNESS. WE UTILIZE VOLUNTEERS IN ALL AREAS OF ESSENTIAL SERVICES, WITH MORE THAN 100 EACH DAY WORKING TO ENSURE WE HELP EVERY PERSON WHO COMES TO OUR DOOR. 1287368 42065 SELF SUFFICIENCY PROGRAMS - SACRED HEART'S SELF-SUFFICIENCY PROGRAMS EMPOWER LOW-INCOME FAMILIES AND INDIVIDUALS TO ACHIEVE ECONOMIC SELF-SUFFICIENCY. OUR EDUCATION PROGRAMS PROVIDE CLASSES FOR CHILDREN AND ADULTS. EARLY CHILDHOOD EDUCATION CLASSES PROVIDE PRESCHOOL AND KINDERGARTEN READINESS FOR CHILDREN AGES 3-5 WHILE THEIR PARENTS ATTEND PARENTING AND CHILD DEVELOPMENT CLASSES WITH A FOCUS ON TEACHING BASIC ENGLISH SKILLS THAT ARE NEEDED TO COMMUNICATE WITH THE CHILD'S PHYSICIAN, TEACHER, ETC. AS THE CHILDREN GROW, THEY ATTEND OUR AFTERNOON HOMEWORK CLUB AND ACADEMIC SUMMER DAY CAMP. PARENTS PARTICIPATE IN FAMILIAS UNIDAS CON LAS ESCUELAS (FAMILIES UNITED WITH THE SCHOOLS) A NATIONAL BEST PRACTICE CURRICULUM THAT HELPS PARENTS LEARN HOW TO NAVIGATE THE PUBLIC SCHOOL SYSTEM AND BECOME AN EFFECTIVE ADVOCATE FOR THEIR CHILD'S EDUCATION. FAMILY SUPPORT PROGRAM PARTICIPANTS HAVE ACCESS TO CASE MANAGEMENT, HOME VISITATION, EDUCATIONAL WORKSHOPS, AND PARENT SUPPORT GROUPS TO FACILITATE LEADERSHIP DEVELOPMENT AND BUILD HEALTHY RELATIONSHIPS WITH SELF, FAMILY AND COMMUNITY. JOBLINK HELPS JOBSEEKERS SECURE EMPLOYMENT BY PROVIDING THEM WITH SUPPORT AND RESOURCES, INCLUDING INDIVIDUALIZED ASSESSMENT, JOB READINESS AND SKILLS DEVELOPMENT WORKSHOPS, VOCATIONAL COUNSELING, FINANCIAL EDUCATION, AND A JOB INTERVIEW CLOTHES CLOSET. ASSET BUILDING FOR INDEPENDENCE PROVIDES INDIVIDUALS AND FAMILIES WITH CONCRETE PATHWAYS TO ECONOMIC SELF-SUFFICIENCY THROUGH FINANCIAL EDUCATION CLASSES, VOLUNTEER INCOME TAX ASSISTANCE (VITA), PUBLIC BENEFITS ELIGIBILITY SCREENING AND ENROLLMENT, AND INDIVIDUALIZED CREDIT COACHING. LA MESA VERDE WORKS WITH LOW-INCOME FAMILIES TO BUILD ORGANIC HOME GARDENS TO GROW HEALTHY FOOD. THE LEADERSHIP COLLECTIVE PROVIDES GRADUATES OF ALL THESE PROGRAMS WITH THE OPPORTUNITY TO MENTOR OTHER FAMILIES IN THEIR WORK TOWARDS SELF-SUFFICIENCY. IN A SIX MONTH COURSE, THE NEW LEADERS WORK IN ONE OF THE AGENCY PROGRAMS, LEARN HOW TO TEACH OTHERS, AND TAKE ON PROJECTS THAT BRING KNOWLEDGE ASSETS INTO THE LOW INCOME COMMUNITY. THE COLLECTIVE ENTERED ITS FIRST FULL YEAR IN 2012-2013. 3589817 971596 ENERGY AND WEATHERIZATION - LOW-INCOME HOME ENERGY ASSISTANCE PROGRAM: PROVIDES ASSISTANCE WITH ENERGY BILLS FOR LOW-INCOME HOUSEHOLDS. WEATHERIZATION ASSISTANCE PROGRAM: PROVIDES WEATHERIZATION SERVICES TO HOMES OWNED OR RENTED BY LOW-INCOME HOUSEHOLDS TO PROMOTE ENERGY EFFICIENCY AND REDUCE THE COST OF THE ENERGY BILLS (REPLACING OLD APPLIANCES, UPGRADING INSULATION AND VENTING, INSTALLING LOW-FLOW SHOWER HEADS AND WEATHER STRIPPING.) AS STAFF MEMBERS OUTREACH TO THE COMMUNITY FOR ENERGY PROGRAMS, THEY ALSO PROVIDE INFORMATION ABOUT OTHER VITAL SACRED HEART PROGRAMS. 343147 8792 POLICY AND ORGANIZING - PROMOTES LEADERSHIP DEVELOPMENT AND CIVIC ENGAGEMENT TO HELP LOW-INCOME RESIDENTS BECOME EFFECTIVE ADVOCATES FOR THEMSELVES AND THEIR COMMUNITY. WE ENGAGE PUBLIC OFFICIALS, NEIGHBORS, AND COMMUNITY ALLIES IN ACTIONS THAT ADDRESS THE ROOT CAUSES OF POVERTY. ORGANIZING TEAMS ARE COMPOSED OF STAFF, TRAINED LEADERS AND MEMBERS OF THE COMMUNITY FROM ALL INCOMES AND ALL LOCATIONS WITHIN SANTA CLARA COUNTY. 369644 22128 COMMUNITY OUTREACH AND EDUCATION - OUR OUTREACH AND EDUCATION STAFF ENGAGES OVER 9,000 VOLUNTEERS EACH YEAR FROM FAITH-BASED ORGANIZATIONS, CIVIC ORGANIZATIONS, SCHOOLS, BUSINESSES, AND CORPORATIONS THROUGHOUT THE COMMUNITY IN ALL ASPECTS OF OUR WORK. WE REACH OUT TO INDIVIDUALS AND GROUPS THAT HAVE AN INTEREST IN THE WORK WE DO, EDUCATE THEM ABOUT POVERTY IN SANTA CLARA COUNTY, THE CHALLENGES FACED BY LOW-INCOME FAMILIES, AND OFFER THE VOLUNTEERS A WIDE RANGE OF EXPERIENTIAL AND SERVICE LEARNING OPPORTUNITIES. OUR INTERN PROGRAM PROVIDES COLLEGE STUDENTS AND WORKING ADULTS WITH UNIQUE, HANDS-ON LEARNING EXPERIENCES THAT PREPARE THEM FOR VOLUNTEERISM, COMMUNITY SERVICE, AND SOCIAL SERVICE CAREERS. THE PURPOSE OF THESE EFFORTS AND INITIATIVES IS TO INSPIRE VOLUNTEERS TO SERVE IN THE AGENCY AND IN THE COMMUNITY AND TO HELP CHANGE SYSTEMS THAT CREATE OR PERPETUATE PROVERTY. 712791 30920 17852975 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 152 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X MICHAEL SOUKUP 4082782181 1381 SOUTH FIRST STREET SAN JOSE CA 95110 LAURIE LAIRD 3.00 X X 0 0 0 FELICIA MADSEN 5.00 X X 0 0 0 MEGAN DOYLE 3.00 X X 0 0 0 JASON RODRIGUEZ - FROM 82012 3.00 X 0 0 0 BRIDGIT MCGARRY 3.00 X 0 0 0 CORA TOMALINAS 3.00 X 0 0 0 FATHER JON PEDIGO 3.00 X 0 0 0 JAIME ALVARADO 3.00 X 0 0 0 JOSEPH OKPAKU 3.00 X 0 0 0 PONCHO JOSE GUEVARA 40.00 X 130000 0 4155 MICHAEL SOUKUP 40.00 X 75051 0 12449 205051 0 16604 1 0 0 0 0 125118 6693501 12141715 11294033 18960334 30331 30331 169893 163974 5919 5919 5919 OTHER INCOME 900099 1500 1500 1500 18998084 1500 0 36250 12410738 12410738 222124 28000 177982 16142 3898019 3432119 237357 228543 655550 563733 52345 39472 305382 257306 29906 18170 54684 54684 6475 6475 5745 5745 306366 211329 90432 4605 369760 207714 58118 103928 17418 14677 1705 1036 154458 131627 14201 8630 27766 23790 3739 237 1457 1457 191546 161391 18758 11397 35579 22894 11068 1617 LIHEAP AND WEATHERIZATI 339673 339673 BAD DEBT 38754 38754 VOLUNTEER EXPENSES 29432 29432 PROFESSIONAL DEVELOPMEN 25222 12474 12087 661 19020 6078 12621 321 19115168 17852975 820959 441234 4568 289 608735 663873 1514594 1393532 185252 265792 107872 148973 6834546 2227042 4757673 4607504 733026 792379 9874 0 7921594 7872342 638276 591678 234258 273744 275000 500000 1147534 1365422 X 5378507 4992538 934108 1052937 461445 461445 6774060 6506920 7921594 7872342 X -117084 35637 -185693 X 0 1 X 1 1 1 X 14251503 19762376 19528411 19761549 18960334 92264173 14251503 19762376 19528411 19761549 18960334 92264173 92264173 28545 19399 25331 27727 30331 131333 796 7350 1500 9646 92405152 42738 0.99850 0.99830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 3128 0 0 0 0 0 3128 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: SACRED HEART SUPPORTED A LOCAL CAMPAIGN TO RAISE THE MINIMUM WAGE IN THE CITY OF SAN JOSE. A SMALL NUMBER OF SACRED HEART STAFF COORDINATED 197 COMMUNITY VOLUNTEERS WHO SUPPORTED THE EFFORT THROUGH MAKING PHONE CALLS, HOSTING INFORMATION SESSIONS AND TALKING TO PEOPLE IN THEIR NEIGHBORHOODS. THE EFFORTS WERE HIGHLIGHTED IN SACRED HEART'S SUMMER 2012 NEWSLETTER. 733026 65098 5745 792379 720030 18335 5339 733026 643719 81534 5223 720030 613188 35540 5009 643719 655985 -37797 5000 613188 0.29660 0.58240 0.12110 0 0 1694354 1694354 4560887 1764487 2796400 10277 10277 0 420525 360642 59883 148503 91636 56867 4607504 X 19027976 35637 35637 18992339 5745 5745 18998084 19109423 0 19109423 5745 5745 19115168 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED FOR GENERAL OPERATING PURPOSES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: 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 RETURNS FOR THE YEARS ENDED JUNE 30, 2012, 2011 AND 2010 COULD BE SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATION'S STATE RETURNS FOR THE YEARS ENDED JUNE 30, 2012, 2011, 2010 AND 2009 COULD BE SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES, GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. 1 SPECIFIC ASSISTANCE TO INDIVIDUALS 16683 676420 SPECIFIC ASSISTANCE TO INDIVIDUALS 74740 11734318 FMV FOOD, CLOTHING, TOYS, HOUSEHOLD ITEMS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE FOR HOUSING-RELATED COSTS FOR FAMILIES IN CRISIS. HOUSEHOLDS APPLY FOR THESE FUNDS BY GOING THROUGH A SCREENING PROCESS WITH THE ORGANIZATION'S STAFF. SACRED HEART COMMUNITY SERVICE'S STAFF VERIFY THE NEED BY REVIEWING EVICTION NOTICES, CALLING LANDLORDS, ETC. WHEN ASSISTANCE IS AWARDED, FUNDS ARE PAID DIRECTLY TO THE VENDOR (LANDLORD, UTILITY COMPANY, ETC...) X 4145326 "IT'S DEDUCTIBLE"STUDY X 18 15150 AUCTION PRICE X 8 22100 FAIR MARKET VALUE X 4029601 6810026 "FEEDING AMERICA"STUDY X TOYS 14610 175320 PUBLISHED STUDIES FROM "IT'S DEDUCTIBLE" X EDUCATIONAL MATERIALS 9800 98400 PUBLISHED STUDIES FROM "IT'S DEDUCTIBLE" X GIFT CARDS 554 27711 COST 0 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): SCHEDULE M, LINE 6: CARS ARE VALUED BASED ON THE AUCTION PRICE, AND THE NUMBER OF CONTRIBUTORS REPORTED IS BASED ON THE NUMBER OF CARS RECEIVED. SCHEDULE M, LINE 19: DONATED FOOD WAS VALUED AT $1.69 PER POUND BASED ON A COST STUDY CONDUCTED FOR FEEDING AMERICA. THE NUMBER OF CONTRIBUTIONS REPORTED REFLECTS THE ESTIMATED POUNDS RECEIVED. SCHEDULE M, LINES 25 & 26: TOYS AND EDUCATIONAL MATERIALS WERE VALUED BASED ON PUBLISHED STUDIES FROM "IT'S DEDUCTIBLE". THE NUMBER OF CONTRIBUTIONS IS BASED ON THE ESTIMATED NUMBER OF ITEMS RECEIVED. THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION HAS ESTABLISHED AN ARRANGEMENT WITH DONATE FOR CHARITY TO PROCESS VEHICLE DONATIONS. DONATE FOR CHARITY ARRANGES A FREE PICKUP, HANDLES ALL THE DMV ISSUES, SELLS THE VEHICLE AT AUCTION, AND DISTRIBUTES THE NET PROCEEDS TO SACRED HEART COMMUNITY SERVICE. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE FOR ACCURACY AND COMPLETNESS. ANY QUESTIONS ARISING DURING THIS REVIEW ARE RESOLVED PRIOR TO FILING OF THE TAX RETURN. AFTER FINANCE COMMITTEE REVIEW, THE FORM 990 IS PRESENTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS ARE REQUIRED ANNUALLY TO SIGN AN AGREEMENT TO COMPLY WITH SACRED HEART'S CONFLICT OF INTEREST POLICY. AS PART OF THE POLICY, DIRECTORS ARE REQUIRED TO SELF-DISCLOSE POTENTIAL CONFLICTS OF INTEREST. THE FORMS ARE DISTRIBUTED ANNUALLY AND TURNED IN TO THE DIRECTOR OF ADMINISTRATION. THE DIRECTOR OF ADMINISTRATION IS RESPONSIBLE FOR COLLECTING ALL THE FORMS AND FOLLOWING UP. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S CEO: THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BASED ON THE COMPARABLE MARKET RATES IN THE SAME GEOGRAPHIC AREA, APPROVED BY THE BOARD AND DOCUMENTED IN THE MINUTES. HR MANAGER WORKS WITH BOARD PRESIDENT TO DO REVIEW OF EXECUTIVE COMPENSATION USING GUIDESTAR, AND 990S FROM COMPARABLE NONPROFITS INCLUDING: UNITED WAY, SILICON VALLEY, COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY, MACSA HOUSING CORPORATION NUMBER 2, AND SUNNYVALE COMMUNITY SERVICES. EXECUTIVE DIRECTOR'S COMPENSATION INCREASE IS VOTED ON AND APPROVED AT THE BOARD MEETING IN CLOSED SESSION. THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES: THE COMPENSATION OF THE FINANCE MANAGER IS DETERMINED BY COMPARABLE MARKET RATES IN THE SAME GEOGRAPHIC AREA. 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. THE FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT -185,693.