2013-02-14T11:14:09-06:00 2012-06-30 952302617 SINGERLEWAK LLP 100 W SAN FERNANDO ST STE 365 SAN JOSE CA 95113 990 2011-07-01 942762269 CATHOLIC CHARITIES OF SANTA CLARA COUNTY CATH 4084680100 2625 ZANKER ROAD SAN JOSE CA 951342107 MARGARET WILLIAMS 4084680100 2013-02-06 1 LIOR TEMKIN P00748170 4082943924 2013-02-06 2011 2016-03-07 17:11:31Z MARGARET P WILLIAMS 2625 ZANKER ROAD SAN JOSE CA 951342107 31228931 0 0928 X WWW.CATHOLICCHARITIESSCC.ORG X 1981 CA PROVIDE SERVICES THAT STRENGTHEN COMMUNITY & SUSTAIN INDIVIDUALS & FAMILIES LIVING IN POVERTY. 25 23 631 2262 0 0 25857303 28866967 1443094 1766375 167193 193971 169462 238116 27637052 31065429 2643709 3044012 0 0 18661606 19624694 0 0 1045015 6446038 8878996 27751353 31547702 -114301 -482273 23113859 24505542 2583352 4345166 20530507 20160376 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 8634188 4621 246267 CHILDREN, YOUTH AND FAMILY DEVELOPMENT SERVICESCHILDREN, 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 THORUGH 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 TO PERSONAL EMPOWERMENT AND SELF-IMPROVEMENT.INTERVENTION SERVICES PROVIDES GANG INTERVENTION SERVICES TO AT-RISK YOUTH. WORK 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 INITIATIVETHE 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 THROUGH CREATING A STRONG AND SAFE NEIGHBORHOOD, STRENGTHENING EDUCATIONAL OPPORTUNITIES, AND STRENGTHENING FAMILITES THROUGH A COMMUNITY-BASED COALITION.STEP UP SILICON VALLEYTHROUGH STEP UP SILICON VALLEY THE ORGANIZATION LEADS A COALITION OF COMMUNITY-BASED ORGANIZATIONS, INTERFAITH ALLIES, 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. 7057462 1442663 307714 BEHAVIORAL HEALTH SERVICESBEHAVIORAL 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 HEALTH - 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 AND THEIR FAMILIES. SERVICES INCLUDE PSYCHIATRIC EVALUATIONS, MEDICAL MONITORING, THERAPY, AND CASE MANAGEMENT AND FAMILY SUPPORT, INCLUDING SUPERVISED AND HOME VISITS. CHILDREN AGES 0-5 (FIRST FIVE) ARE INCLUDED IN THESE SERVICES.OLDER ADULT SERVICES - OASIS, FULL SERVICE PARTNERSHIP-OLDER ADULTS AND COMPREHENSIVE MENTAL HEALTH SERVICES FOR OLDER ADULTS (GOLDEN GATEWAY) PROVIDE CASE MANAGEMENT AND MENTAL HEALTH SERVICES, INCLUDING MEDICATION SUPPORT, TO OLDER ADULTS WHO ARE EXPERIENCING CHRONIC EMOTIONAL PROBLEMS. GOLDEN GATEWAY ALSO DEVELOPS SUPPORT GROUPS AND EDUCATES FAMILY MEMBERS AND COMMUNITY SERVICE PROVIDERS ABOUT HELPING OLDER ADULTS WITH MENTAL HEALTH CONDITIONS.SUPPORTIVE HOUSING SERVICES AT CHDC PROVIDES REFERRALS AND CASE COORDINATION FOR RESIDENTS OF CHARITIES HOUSING DEVELOPMENT CORPORATION (CHDC) UNITS AS WELL AS LONG-TERM RENTAL ASSISTANCE AND CASE MANAGEMENT FOR CHRONICALLY HOMELESS INDIVIDUALS AND FAMILIES WITH DISABILITIES.SUPPORTIVE HOUSING SERVICES PROVIDES MENTAL HEALTH TREATMENT AND SUPPORTIVE HOUSING/CASE MANAGEMENT SERVICES FOR DISABLED AND CHRONICALLY HOMELESS INDIVIDUALS AND HOMELESS FAMILIES IN ORDER TO HELP THEM GAIN AND RETAIN HOUSING. 6362010 1588697 557945 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 MAANGEMENT, 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. 4134847 8031 678935 OLDER ADULT SERVICESOLDER 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 FACILITIES 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 ODDERS 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 MULTI-SERVICE 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 APPLICATION ASSITANCE. 4134847 8031 678935 26188507 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 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 1 254 0 1 631 1 0 0 0 0 0 1 1 0 0 0 1 0 X 25 23 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 951342107 THOMAS J CROTTY 3.00 X X 0 0 0 BISHOP PJ MCGRATH 3.00 X X 0 0 0 RAYMOND TRIPLETT 3.00 X X 0 0 0 DEBORAH VAN OLST 3.00 X X 0 0 0 GREGORY R KEPFERLE 40.00 X X 209232 0 25218 MARY SUE ALBANESE 3.00 X 0 0 0 MARIBEL R ANDONIAN 3.00 X 0 0 0 FRANK BISCEGLIA 3.00 X 0 0 0 MICHAEL BLACH 3.00 X 0 0 0 FRANK BOITANO 3.00 X 0 0 0 NORMAN CARROLL 3.00 X 0 0 0 JIM CASHMAN 3.00 X 0 0 0 KEVIN DENUCCIO 3.00 X 0 0 0 DREW HAASER 3.00 X 0 0 0 MONA S MASRI 3.00 X 0 0 0 JOSEPH P MELEHAN 3.00 X 0 0 0 TIMOTHY O'DONNELL 3.00 X 0 0 0 DAVID PASEK 3.00 X 0 0 0 GREGORY STASZKO 3.00 X 0 0 0 DARLENE TENES 3.00 X 0 0 0 PATRICK J WAITE 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 ROBERT SERVENTI 3.00 X 0 0 0 MARGARET P WILLIAMS 40.00 X 144313 0 19824 ALI ALKORAISHI 29.00 X 264202 0 14742 DEBORAH BAKER 40.00 X 128189 0 7342 MARILOU CRISTINA 40.00 X 112571 0 17405 SUSAN HARRIS 27.00 X 216078 0 25393 MARY YOUNG 40.00 X 129308 0 18332 1203893 0 128256 11 0 1 0 0 99512 352992 19962012 8452451 2333848 28866967 PROGRAM SERVICE FEES 900099 1747895 1747895 MEMBERSHIP DUES 900099 18480 18480 1766375 195598 195598 213623 0 213623 213623 213623 118310 119937 -1627 -1627 -1627 43565 352992 43565 0 OTHER INCOME 900099 24493 24493 24493 31065429 1790868 0 407594 3044012 3044012 416860 345994 54192 16674 15123257 12790378 1701529 631350 589658 510390 51446 27822 2140384 1851245 188432 100707 1354535 1293115 -110 61530 702075 702075 98600 98600 1648691 1134400 441508 72783 100152 76191 23886 75 546930 236841 189663 120426 715174 576816 128901 9457 373625 351587 16557 5481 302188 191306 68389 42493 65455 10 65445 395719 259368 124772 11579 271560 241418 24563 5579 DISTRIBUTED FOOD, CLOTH 2435134 2151714 265172 18248 PROGRAM SUPPLIES 691570 691570 SMALL EQUIP PURCHASES 244930 223201 18866 2863 MISCELLANEOUS 211319 205990 99963 -94634 75874 12961 50331 12582 31547702 26188507 4314180 1045015 1773348 1191860 1565313 3140099 3893203 40165 0 138089 211029 12583093 6730252 4975644 5852841 60573 59962 11493759 12617766 300322 305428 23113859 24505542 2279487 2726015 16386 11156 37002 900000 250477 707995 2583352 4345166 X 11447260 9322984 3122561 4324702 5960686 6512690 20530507 20160376 23113859 24505542 X -482273 112142 X X 0 1 1 X 1 1 X 21588453 23206719 22754151 25857303 28866967 122273593 21588453 23206719 22754151 25857303 28866967 122273593 122273593 348807 337462 293433 337666 409221 1726589 15805 -19149 12582 16926 24493 50657 124050839 6247540 0.98570 0.98400 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6859502 552004 174113 218928 7366691 5277131 709895 1003230 130754 6859502 4150380 1100411 100525 74185 5277131 2778194 1372186 4150380 0.88410 0.11590 0 0 1153757 1153757 7125850 4902790 2223060 1608044 753523 854521 1146073 873711 272362 1549369 200228 1349141 5852841 CBIS CUIT BALANCED FUND 7284134 F CBIS CUIT BALANCED FUND 5333632 C 12617766 RETIREMENT RESERVES 211487 ANNUITY/LIFE INC. OBLIGATIONS 30641 CASH OVERDRAFT 465867 707995 31065429 31547702 -482273 101052 11090 112142 -370131 31183952 101052 6381 11090 118523 31065429 0 31065429 31554083 6381 6381 31547702 0 31547702 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: CATHOLIC CHARITIES ENDOWMENT CONSISTS OF 9 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OF ABSENCE OF DONOR IMPOSED RESTRICTIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION AND IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA 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 EXAMINIATION. THE ORGANIZATIONS FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORMS 990) FOR YEARS ENDED JUNE 30, 2009 THROUGH 2011 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATIONS STATE RETURNS (FORM 199) FOR THE YEARS ENDED JUNE 30, 2008 THROUGH 2011 COULD BE SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES, GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN CSV OF INS. 11,090. PART VII - INVESTMENTS - OTHER SECURITIES: WE HAVE CLASSIFED THE ORGANIZATIONS INVESTMENT IN THE CATHOLIC UNITED INVESTMENT TRUST AS AN OTHER SECURITY, LINE 12 PART X TO BETTER REFLECT THE NATURE OF THIS INVESTMENT. THE CUIT IS AN INDEPENDENT NOT-FOR-PROFIT INVESTMENT TRUST ESTABLISHED BY CATHOLIC RELIGIOUS LEADERS WITH THE MISSION TO DEVELOP AND PROVIDE SECURE, RELIABLE EQUITY INVESTMENT PROGRAMS FOR CATHOLIC ORGANIZATIONS AND INSTITUTIONS. THE FUNDS STRATEGY IS TO INVEST IN BOTH STOCKS AND BONDS, MAINTAINING ON AVERAGE A 60% EQUITY AND 40% FIXED INCOME ALLOCATION. IN THE EQUITY PORTION OF THE PORTFOLIO, THE FUND INVESTS IN LARGE-CAPITALIZATION, HIGH-QUALITY COMPANIES THAT SELL AT REASONABLE PRICES RELATIVE TO THEIR FUTURE EARNINGS POTENTIAL. IN THE FIXED INCOME PORTION OF THE PORTFOLIO, THE FUND COMBINES ECONOMIC AND FUNDAMENTAL RESEARCH TO CAPTURE INEFFICIENCIES ACROSS THE YIELD CURVE AND IN THE VALUATION OF MARKET SECTORS AND SECURITIES. GOLF TOURNAMENT 344173 311883 32290 32290 BOCCE BALL 52384 41109 11275 11275 396557 352992 43565 43565 43565 0 1 FINANCIAL ASSISTANCE 710 1056689 OTHER GENERAL ASSISTANCE 250 175312 RENTAL ASSISTANCE 1035 1812011 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION UTILIZES CASE MANAGERS TO MONITOR THE ASSISTANCE PROVIDED TO INDIVIDUALS AND TO ENSURE THAT THE RESOURCES PROVIDED APPROPRIATELY ADDRESS THE NEEDS OF THE INDIVIDUAL. X X X 0 0 0 0 0 0 0 0 0 GREGORY R KEPFERLE 209232 0 0 0 0 0 10821 0 14397 0 234450 0 0 0 MARGARET P WILLIAMS 144313 0 0 0 0 0 7710 0 12114 0 164137 0 0 0 ALI ALKORAISHI 264202 0 0 0 0 0 13310 0 1432 0 278944 0 0 0 SUSAN HARRIS 216078 0 0 0 0 0 11545 0 13848 0 241471 0 0 0 AMY ANDONIAN MARRIED TO DIR. SON 75820 EMPLOYMENT 0 X 319504 ESTIMATED VALUE X 56 81632 AUCTION PRICE X 3023 118854 PUBLISHED FV X 1079489 1790283 ESTIMATED VALUE X PHONE EQUIPMENT 1 6027 ACTUAL RETAIL VALUE X FUNDRAISING 4 17548 ESTIMATED VALUE 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): SCHEDULE M, PART I, COLUMN (B): LINE 9, SECURITIES - PUBLICLY TRADED, NUMBER OF SHARES IS LISTED; LINE 19, FOOD INVENTORY, NUMBER OF POUNDS IS LISTED. THIRD PARTY USE: PART I, LINE 32B: VEHICLE DONATIONS: THE ORGANIZATION ACCEPTS DONATION OF VEHICLES. WHEN A DONOR CALLS, A TOWING COMPANY IS SENT TO PICKUP THE VEHICLE. VEHICLES THAT ARE NOT IN RUNNING CONDITION ARE TAKEN TO A JUNKYARD AND SOLD THERE. THE ORGANIZATION RECEIVES A CHECK DIRECTLY FROM THE JUNKYARD. VEHICLES IN RUNNING CONDITION ARE SOLD TO A LOCAL DEALERSHIP. THE ORGANIZATION DOES NOT USE ANY OF THE DONATED VEHICLES IN THEIR PROGRAMS. ALL DONATED VEHICLES ARE DISPOSED OF IMMEDIATELY. A FEE IS PAID TO THE TOWING COMPANY FOR THEIR SERVICES. FORM 990, PART VI, SECTION B, LINE 11 THE PROCESS THE ORGANIZATION USES TO REVIEW FORM 990: A DRAFT OF THE FORM 990 IS REVIEWED IN DETAIL BY THE CFO. AFTER ALL QUESTIONS HAVE BEEN RESOLVED, THE CFO PRESENTS THE DRAFT TO THE CEO & FINANCE COMMITTEE FOR REVIEW, COMMENT AND FINAL APPROVAL. ONCE ALL OF THE FINANCE 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 MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY: ANNUALLY IN JUNE, EACH BOARD MEMEBER 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/CFO: THE EXECUTIVE BOARD COMMITTEE UTILIZES A VARIETY OF RESOURCES IN DETERMINING THE APPROPRIATE COMPENSATION FOR OFFICERS AND TOP MANAGEMENT, INCLUDING SALARY SURVEYS AND FORMS 990 FROM SIMILAR SIZED AND GEOGRAPHICALLY LOCATED AGENCIES. THE COMMITTEE ALSO CONSIDERS THE INDIVIDUALS SPECIFIC SKILLS AND THE NATURE OF THE INDIVIDUALS RESPONSIBILITIES. COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE. KEY EMPLOYEES: THE COMPENSATION COMMITTEE UTILIZES A VARIETY OF RESOURCES IN DETERMINING THE APPROPRIATE COMPENSATION FOR KEY EMPLOYEES, INCLUDING SALARY SURVEYS AND FORMS 990 FROM SIMILAR SIZED AND GEOGRAPHICALLY LOCATED AGENCIES. THE COMMITTEE ALSO CONSIDERS THE INDIVIDUALS SPECIFIC SKILLS AND THE NATURE OF THE INDIVIDUALS RESPONSIBILITIES. COMPENSATION IS APPROVED BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 DESCRIPTION OF HOW THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC: THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC ON THEIR WEBSITE AND UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 101,052. CHANGE IN CSV OF INS. 11,090. TOTAL TO FORM 990, PART XI, LINE 5: 112,142. FORM 990, PART XII, LINE 2C: AUDIT OVERSIGHT 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 942734503 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 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 THE ROMAN CATHOLIC BISHOP OF SAN JOSE (UNDER SAME GROUP EXEMPTION) L 348158 COST CHARITIES HOUSING (UNDER SAME GROUP EXEMPTION) B 126000 COST