2013-05-02T12:58:25-05:00 2012-06-30 320000304 LEWIS BIRCH & RICARDO LLC 1401 COURT STREET CLEARWATER FL 337566146 990 2011-07-01 590875805 CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC CATH 7278931314 1213 16TH ST N ST PETERSBURG FL 33705 FRANK V MURPHY 7278931314 2013-04-30 1 BETTY ISLER CPA P00541979 7274463058 2011 2016-03-07 17:11:31Z FRANK V MURPHY 1213 16TH ST N ST PETERSBURG FL 33705 8381055 0 0928 X WWW.CCDOSP.COM X 1968 FL A VOLUNTARY HEALTH AND WELFARE AGENCY DESIGNED TO SUPPORT AND PRESERVE FAMILIES & SELF-SUFFICIENCY 24 24 133 173 0 0 9209449 7249330 705329 809703 -26986 -78643 144134 261657 10031926 8242047 5312848 2355586 0 0 4314729 3823981 0 0 85178 3208858 3052950 12836435 9232517 -2804509 -990470 3943187 3367825 3236179 3664429 707008 -296604 X A VOLUNTARY HEALTH AND WELFARE AGENCY THAT PROVIDES A VARIETY OF SERVICES DESIGNED TO SUPPORT AND PRESERVE FAMILIES AND PROMOTE SELF-SUFFICIENCY AND SOCIAL JUSTICE. 0 0 2130112 768159 5556 PINELLAS HOPE: CATHOLIC CHARITIES ESTABLISHED PINELLAS HOPE IN PARTNERSHIP WITH THE INTERFAITH COMMUNITY, LOCAL GOVERNMENT, BUSINESSES, AND OTHER NOT-FOR-PROFITS TO PROVIDE STREET HOMELESS ADULTS WITH TEMPORARY EMERGENCY SHELTER. INTAKE IS FACILITATED BY THREE COMMUNITY OUTREACH TEAMS. CLIENTS ARE ASSISTED WITH FOOD, TRANSPORTATION, EMPLOYMENT, AND SOCIAL SERVICES. 1,792 CLIENTS WERE SERVED DURING THE FISCAL YEAR ENDED JUNE 30, 2012. 1283390 515526 34505 MERCY HOUSE: PROVIDES A SAFE AND SUPPORTIVE LIVING ENVIRONMENT WITH VARYING LEVELS OF SUPPORT. LIVING CENTERS ARE AVAILABLE FOR SINGLE WOMEN AND WOMEN WITH CHILDREN. RESIDENTS ARE REQUIRED TO PAY A PORTION OF THE LIVING EXPENSES BASED UPON THEIR INCOME. THE PROGRAM OFFERS LIMITED TRANSPORTATION, CASE MANAGEMENT, AND ASSISTANCE IN FINDING PERMANENT HOUSING AND LEISURE TIME ACTIVITIES. FINANCIAL ASSISTANCE FOR RENT, MORTGAGE AND UTILITIES TO QUALIFIED INDIVIDUALS WHO ARE HOMELESS OR AT RISK OF EVICTION ARE ALSO PROVIDED. 81 CLIENTS WERE SERVED DURING THE FISCAL YEAR ENDED JUNE 30, 2012. 969436 585782 3433 REFUGEE SERVICES: PROVIDES EMPLOYMENT ASSESSMENT, TRAINING, DEVELOPMENT, AND JOB PLACEMENT SERVICES TO REFUGEES, IDENTIFIES REFUGEES WHO HAVE BEEN VICTIMS OF TORTURE AND PROVIDES LINKS TO QUALIFIED MENTAL HEALTH PRACTITIONERS, LEGAL INTERPRETERS, AND MEDICAL SUPPORT SERVICES, AND PROVIDES FAMILY REUNIFICATION CASES WITH ORIENTATION AND GUIDANCE IN OBTAINING SERVICES SUCH AS FOOD STAMPS, MEDICAID, CASH ASSISTANCE, SSI BENEFITS, HEALTH SCREENINGS, ENGLISH AS A SECOND LANGUAGE CLASSES, AND SCHOOL ENROLLMENT FOR CHILDREN. 576 CLIENTS WERE SERVED DURING THE FISCAL YEAR ENDED JUNE 30, 2012. 220916 857 1866 EAST HILLSBOROUGH PROGRAMS: PROVIDE SERVICES TO FAMILIES IN THE EAST AND SOUTH AREAS OF HILLSBOROUGH COUNTY TO REDUCE RISK FACTORS FOR CHILD ABUSE, FAMILY DYSFUNCTION, TEEN PREGNANCY AND OTHER SOCIAL PROBLEMS BY PRESERVING AND STRENGTHENING FAMILY RELATIONSHIPS. STAFF PROMOTE SELF SUFFICIENCY BY HELPING FAMILIES ACHIEVE THEIR OPTIMAL DEVELOPMENT, AND ASSISTING CHILDREN IN DEVELOPING LIFE SKILLS THAT WILL HELP THEM GROW INTO HEALTHY, PRODUCTIVE ADULTS. CASE MANAGEMENT, OUTREACH, LIFE SKILLS CLASSES, INDIVIDUAL, MARITAL AND FAMILY COUNSELING ARE PROVIDED PRIMARILY TO LOW-INCOME FAMILIES. COUNSELORS PROVIDE BILINGUAL SERVICES AT OUR OFFICES, AS WELL AS TWELVE COMMUNITY-BASED AGENCIES, SCHOOLS AND CHURCHES. 404 CLIENTS WERE SERVED DURING THE YEAR ENDED JUNE 30, 2012. 77524 2014 1383 MOBILE MEDICAL SERVICE: CATHOLIC MOBILE MEDICAL SERVICES USES VOLUNTEER PHYSICIANS, AND OTHER HEALTH AND SOCIAL SERVICE PROFESSIONALS TO PROVIDE FREE MEDICAL, HEALTH PROMOTION AND SOCIAL SERVICES TO THE RURAL POOR OF EASTERN AND SOUTHERN HILLSBOROUGH COUNTY. THE PROGRAM OPERATES UNDER THE AUSPICES OF THE STATE OF FLORIDA DEPARTMENT OF HEALTH VOLUNTEER HEALTH CARE PROVIDER PROGRAM TARGETING PERSONS WITH HOUSEHOLD INCOMES LESS THAN 200% OF POVERTY LEVEL AND WITHOUT HEALTH CARE COVERAGE. 1,154 CLIENTS WERE SERVED DURING THE FISCAL YEAR ENDED JUNE 30, 2012. 81908 18270 MARRIAGE AND FAMILY COUNSELING: CATHOLIC CHARITIES PROVIDES CONFIDENTIAL COUNSELING SERVICES TO INDIVIDUALS, COUPLES, FAMILIES AND GROUPS EXPERIENCING A BROAD RANGE OF PERSONAL, RELATIONSHIP AND FAMILY PROBLEMS SUCH AS COPING WITH THE STRESSES OF DAILY LIVING, GRIEF AND LOSS, ANXIETY, MARITAL CONFLICT AND CHILDREN'S BEHAVIORAL PROBLEMS. FEES ARE BASED ON HOUSEHOLD SIZE AND FAMILY INCOME. 317 CLIENTS WERE SERVED DURING THE FISCAL YEAR ENDED JUNE 30, 2012. 386943 17314 339 FAMILY OUTREACH AND SUPPORT: CATHOLIC CHARITIES OFFERS A VARIETY OF FAMILY SUPPORT SERVICES DESIGNED TO STRENGTHEN AND SUPPORT FAMILIES. SERVICES FOCUS ON EARLY INTERVENTION TO IMPROVE FAMILY FUNCTIONING, EMPOWER INDIVIDUALS TO ACHIEVE SELF SUFFICIENCY AND PROMOTE HEALTHY PARENT CHILD RELATIONSHIPS. FAMILY SUPPORT PROGRAMS PROVIDE FAMILIES WITH COMPREHENSIVE SUPPORT SERVICES, CASE MANAGEMENT AND LIFE SKILLS EDUCATION. 946 CLIENTS WERE SERVED DURING THE FISCAL YEAR ENDED JUNE 30, 2012. 169331 194 1203 HOUSING COUNSELING: CATHOLIC CHARITIES HOUSING COUNSELING PROGRAM PROVIDES EDUCATION AND TRAINING RELATED TO ISSUES SURROUNDING HOMEOWNERSHIP, BUDGETING, AND FINANCE. THIS SERVICE SPECIFICALLY PROVIDES A FULL RANGE OF HUD-APPROVED HOUSING COUNSELING SERVICES TO INCLUDE CREDIT AND DEBT COUNSELING, FIRST-TIME HOMEBUYER EDUCATION, DEFAULT/FORECLOSURE COUNSELING, REVERSE MORTGAGE COUNSELING FOR SENIORS, RENTAL AND COUNSELING. 696 CLIENTS WERE SERVED DURING THE FISCAL YEAR ENDED JUNE 30, 2012. 439725 347280 IMMIGRATION SERVICES: THE IMMIGRATION PROGRAM IS TO PROVIDE AFFORDABLE IMMIGRATION SERVICES TO ALL NEWCOMERS REGARDLESS OF THEIR RACE, RELIGION, SEX, OR CREED. THE PROGRAM PROVIDES ASSISTANCE WITH APPLICATIONS SUCH AS AFFIDAVIT OF SUPPORT, ADJUSTMENT OF STATUS, NATURALIZATION, REPLACEMENT OF IMMIGRATION DOCUMENTS, EXTENSION OF NON-IMMIGRANT VISAS, CHANGE OF STATUS, PETITIONS FOR FAMILY REUNIFICATION, POLITICAL ASYLUM AND OTHER SERVICES. 2,530 CLIENTS WERE SERVED DURING THE FISCAL YEAR ENDED JUNE 30, 2012. 176464 2009 20821 BETHANY FAMILY APARTMENTS: PROVIDE COMPREHENSIVE SUPPORTIVE SERVICES TO HOMELESS FAMILIES WITH DISABILITIES LEADING TO SELF-SUFFICIENCY AND INDEPENDENT LIVING IN PERMANENT HOUSING. FAMILIES MUST EARN LESS THAN 50% OF THE MEDIAN INCOME FOR THE TAMPA BAY AREA FOR THEIR HOUSEHOLD SIZE. 42 CLIENTS WERE SERVED DURING THE FISCAL YEAR ENDED JUNE 30, 2012. 61266 19331 RESPITE/ELDERLY SERVICES: CATHOLIC CHARITIES' RESPITE CARE PROGRAMS ARE DESIGNED TO MEET THE GROWING NEEDS OF THE ELDERLY POPULATIONS. STAFF AND TRAINED VOLUNTEERS PROVIDE CENTER-BASED RESPITE TO EARLY STAGE ALZHEIMER'S AND OTHER MEMORY LOSS CLIENTS AND THEIR CAREGIVERS. "CARE CONNECTION" OPERATES FOUR HOURS EVERY WEDNESDAY AT OUR LADY OF GRACE CHURCH IN BEVERLY HILLS, CITRUS COUNTY, AND "CARE TOO" OPERATES FOUR HOURS EVERY TUESDAY AND FRIDAY AT OUR NORTHERN COUNTIES REGIONAL CENTER IN SPRING HILL, HERNANDO COUNTY. THE RESPITE CARE PROGRAMS OFFER SPECIALLY PLANNED DAYS FOR PEOPLE WITH EARLY STAGE ALZHEIMER'S DISEASE OR OTHER MEMORY LOSS ILLNESSES INCLUDING STROKE, PARKINSON'S DISEASE OR SENILE DEMENTIA. WE PROVIDE CAREGIVERS THE OPPORTUNITY TO HAVE SOME MUCH NEEDED TIME FOR THEMSELVES WHILE THEIR LOVED ONES PARTICIPATE IN ACTIVITIES AND ENJOY NEW FRIENDSHIPS. THE PROGRAM PROVIDES A NURTURING AND POSITIVE ENVIRONMENT, AND THE OPPORTUNITY TO SOCIALIZE WITH OTHERS WHO SHARE IN THE SAME AFFLICTION. THE FEE IS $15.00 PER SESSION. WE ALSO PROVIDE CAREGIVER SUPPORT SERVICES AND TRAINING AND TECHNICAL ASSISTANCE TO GROUPS SEEKING TO DEVELOP CAREGIVER PROGRAMS. 39 CLIENTS WERE SERVED DURING THE FISCAL YEAR ENDED JUNE 30, 2012. 711231 162142 252998 PREGNANCY & PARENTING SUPPORT: TRAINED STAFF AND VOLUNTEERS OFFER CONFIDENTIAL, COMPREHENSIVE SERVICES TO ADOLESCENTS, WOMEN AND FAMILIES FACING THE ISSUES OF SEXUALITY, PREGNANCY AND THE RESPONSIBILITY OF PARENTING. ALL SERVICES ARE FREE OF CHARGE. OUR SERVICES INCLUDE:FREE CONFIDENTIAL PREGNANCY TESTINGLIMITED ULTRASOUND UP TO 12 WEEKS PARENTING OPTIONS INFORMATIONADOPTION INFORMATIONMENTORING MATERNITY AND INFANT SUPPLIESCOMMUNITY RESOURCE REFERRALSEMERGENCY FOOD ITEMSPRE-NATAL CHILDBIRTH EDUCATIONINFANT PARENTING CLASSESABSTINENCE EDUCATIONFERTILITY CAREMINISTRY ON THE MOVE1,785 CLIENTS WERE SERVED DURING THE FISCAL YEAR ENDED JUNE 30, 2012. 274548 32158 126800 HIV/AIDS ASSISTANCE: THE HIV/AIDS PROGRAM OFFERS A COMPREHENSIVE CONTINUUM OF HOUSING AND RELATED SUPPORTIVE SERVICES INCLUDING EMERGENCY RENT AND UTILITIES ASSISTANCE, TRANSITIONAL AND PERMANENT HOUSING. THE EMERGENCY RENT AND UTILITIES COMPONENT ASSISTS ELIGIBLE INDIVIDUALS AND FAMILIES BY PAYING THEIR RENT AND UTILITY BILLS ON A SHORT-TERM BASIS, ASSESSING THEIR SERVICE NEEDS AND MAKING REFERRALS TO OTHER AGENCIES TO PREVENT FURTHER NEED FOR ASSISTANCE. 201 CLIENTS WERE SERVED DURING THE FISCAL YEAR ENDED JUNE 30, 2012. 941655 269431 189528 OTHER PROGRAM SERVICES: THESE INCLUDE SUCH PROGRAMS AS ACCESS TO RECOVERY, DISASTER RELIEF AND EMERGENCY ASSISTANCE, AND INFORMATION AND REFERRAL SERVICES AMONG OTHERS. DURING THE FISCAL YEAR ENDED JUNE 30, 2012, THESE PROGRAMS SERVED 2,103 CLIENTS. 3541511 486119 979819 7924449 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 63 0 1 133 1 0 0 0 0 0 1 1 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X JAMES J WAYNE 7278931314 1213 16TH ST N ST PETERSBURG FL 33705 MOST REV ROBERT N LYNCH 3.10 X 0 0 0 REV MSGR ROBERT F MORRIS VG 3.10 X 0 0 0 JOAN MORGAN 3.10 X 0 0 0 JEFFORY FORBES 3.10 X 0 0 0 FRANK V MURPHY 3.10 X 0 0 0 SR MARY CLARE NEUHOFER OSB 3.10 X 0 0 0 SR DOROTHY DWYER OSF 3.10 X 0 0 0 GERALD P GIGLIA 3.10 X 0 0 0 DEACON JOHN R ALVAREZ 3.10 X 0 0 0 JEFFREY GEORGE 3.10 X 0 0 0 REV DANIEL R KAYAJAN 3.10 X 0 0 0 RAYMOND KING 3.10 X 0 0 0 GERALD KLUFT 3.10 X 0 0 0 CECELIA MAHONE 3.10 X 0 0 0 STEPHANIE M MARTIN ESQ 3.10 X 0 0 0 CHRISTOPHER E MCDONNELL 3.10 X 0 0 0 SR MARY MCNALLY OSF 3.10 X 0 0 0 CANDY OLSON 3.10 X 0 0 0 NGOC-LAN BACH PHAM 3.10 X 0 0 0 KAREN REICH 3.10 X 0 0 0 ARMANDO D RUIZ 3.10 X 0 0 0 JAMES SELVEY 3.10 X 0 0 0 SR PAT SHIRLEY OSF 3.10 X 0 0 0 DENNIS WAGGONER JD 3.10 X 0 0 0 H SHEILA LOPEZ 40.00 X 51912 33513 24605 JAMES J WAYNE 40.00 X 36365 22285 18232 88277 55798 42837 0 0 0 0 0 279095 103937 3443397 3422901 1077513 7249330 CLIENT SERVICE FEES 624190 600179 600179 RENTAL INCOME 531110 209524 209524 809703 19061 19061 3300 101004 -97704 -97704 -97704 86051 103937 38004 48047 48047 ADMINISTRATIVE FEES 561110 137114 137114 CHOOSE LIFE INCOME 624190 45864 45864 30632 30632 213610 8242047 1023313 0 -30596 2355586 2355586 189242 151422 37820 2624240 2198603 425637 233870 199516 34354 565987 476512 89475 210642 176497 31852 2293 60235 28696 31539 77831 77831 397086 342487 19160 35439 716658 585295 128042 3321 114033 48352 63054 2627 762629 657711 102457 2461 160509 145881 14404 224 16874 8696 8178 25752 19984 5768 213812 175753 38059 27356 24491 2305 560 AFFILIATE DEPRECIATION 354939 370022 -15083 BAD DEBT 88682 88617 65 36554 21750 14371 433 9232517 7924449 1222890 85178 83717 12056 730536 774322 1007760 771639 149662 51560 73706 166571 142491 34581 49397 2949497 1679355 1445145 1270142 43552 46998 232037 225140 3943187 3367825 739897 455661 35595 35000 855239 497464 1605448 2676304 3236179 3664429 X -762264 -1544931 1371709 1150764 97563 97563 707008 -296604 3943187 3367825 X -990470 -13142 X X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1469272 199059 -9577 410427 1248327 3939903 710451 3181082 1469272 1391282 3015854 467233 3939903 1478044 495374 582136 1391282 0.07820 0.92180 1 0 236307 236307 1414690 704001 710689 467140 277919 189221 719391 623778 95613 111969 73657 38312 1270142 ADVANCES TO RELATED PARTIES 110000 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 24457 RECEIVABLE FROM REMAINDER TRUST 66642 DEPOSITS 20234 LOAN COSTS, NET 3807 225140 ADVANCE FROM UNITED STATES CATHOLIC CONFERENCE 23500 DUE TO AFFILIATES 2534513 BANK OVERDRAFT 118291 2676304 8242047 9232517 -990470 3446 -7010 -9578 -13142 -1003612 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS ARE AVAILABLE FOR PROGRAM ACTIVITIES AND CAPITAL EXPENDITURES. INCLUDED IN THE TEMPORARILY RESTRICTED NET ASSETS ARE FACILITIES SUBJECT TO TIME RESTRICTIONS, UNAMORTIZED DISCOUNTS ON BELOW MARKET LOANS, AND FUNDING FOR FUTURE PERIODS. THE PERMANENTLY RESTRICTED ENDOWMENT IS TO BE HELD IN PERPETUITY. EARNINGS ON THE ENDOWMENT ARE AVAILABLE FOR UNRESTRICTED USE. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM FLORIDA INCOME TAX UNDER CHAPTER 220 OF THE FLORIDA STATUTES. THE INTERNAL REVENUE CODE PROVIDES FOR TAXATION OF UNRELATED BUSINESS INCOME UNDER CERTAIN CIRCUMSTANCES. THE ORGANIZATION REPORTS NO UNRELATED BUSINESS TAXABLE INCOME; HOWEVER, SUCH STATUS IS SUBJECT TO FINAL DETERMINATION UPON EXAMINATION OF THE RELATED INCOME TAX RETURNS BY THE APPROPRIATE TAXING AUTHORITIES. THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF ASC 740 RELATING TO "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" AND DOES NOT BELIEVE IT HAS ANY MATERIAL INCOME TAX EXPOSURE RELATING TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S INCOME TAX FILINGS FOR PERIODS AFTER THE FISCAL YEAR ENDED JUNE 30, 2008 REMAIN SUBJECT TO EXAMINATION. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF REMAINDER TRUST -9,578. BANQUET OF LIFE - HILLSBOROUGH 53204 1576 51628 4000 6660 375 4670 BABY BOTTLES 49891 49891 1743 4 81454 47031 34423 2500 5767 250 11052 184549 98498 86051 6500 12427 625 17465 37017 49034 1 EMERGENCY SHELTER AND BASIC NEEDS FOR INDIGENTS 1584 7843 760316 ESTIMATED FMV FOOD, CLOTHING, PERSONAL ITEMS HOUSING ASSISTANCE FOR INDIVIDUALS WITH HIV/AIDS 201 547684 0 N/A N/A REFUGEE AND IMMIGRATION ASSISTANCE 497 399432 186350 ESTIMATED FMV CLOTHING, PERSONAL ITEMS HOUSING, FOOD AND MEDICAL ASSISTANCE TO THE HAITI EARTHQUAKE VICTIMS SENT TO AREA HOSPITALS 79 141174 0 N/A N/A HOUSING ASSISTANCE FOR INDIGENTS 135 150645 0 N/A N/A PARENTING AND PREGNANCY SUPPORT - MEDICAL AND BASIC NEEDS 1785 48580 113562 ESTIMATED FMV CLOTHING, PERSONAL ITEMS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: MONTHLY BILLINGS ARE COMPLETED BY THE STAFF ACCOUNTANT AND REVIEWED BY THE PROGRAM MANAGER RESPONSIBLE FOR THE GRANT. ONCE THE PROGRAM MANAGER APPROVES THE MONTHLY BILLING, THE STAFF ACCOUNTANT GIVES THE BILLING WITH THE SUPPORTING DOCUMENTATION TO THE CHIEF OPERATING OFFICER OR DESIGNEE TO REVIEW AND APPROVE. ONCE APPROVED, THE BILLING IS SENT TO THE FUNDER. THE ORGANIZATION'S FINANCIAL STATEMENTS BY PROGRAM IS REVIEWED ON A MONTHLY BASIS BY THE CHIEF OPERATING OFFICER. THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE ORGANIZATION'S FINANCIAL STATEMENTS ON A QUARTERLY BASIS AND REPORTS TO THE EXECUTIVE COMMITTEE AND THE FULL BOARD OF TRUSTEES. X 755323 SALVATION ARMY FMV X 2 17285 FAIR MARKET VALUE X 4918 304905 AVG PRICE PER MEAL 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE PRESIDENT AND TREASURER OF THE BOARD CONDUCT THE INITIAL REVIEW OF FORM 990. THE FORM IS THEN MADE AVAILABLE TO THE FULL BOARD AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ADHERES TO HIGH STANDARDS OF ETHICAL CONDUCT IN GOVERNANCE AND OPERATIONS. GOVERNING BODY MEMBERS, ADVISORY GROUP MEMBERS AND PERSONNEL MAY NOT ENGAGE IN ANY ACTIVITY, PRACTICE OR ACT WHICH CONFLICTS WITH THE INTEREST OF THE AGENCY. PERSONNEL MUST NEVER HAVE NOR GIVE THE APPEARANCE OF A CONFLICT OF INTEREST, OR USE THEIR RELATIONSHIP WITH THE AGENCY FOR PERSONAL GAIN. PERSONNEL ARE PROHIBITED FROM HAVING A DIRECT OR INDIRECT FINANCIAL INTEREST IN THE ORGANIZATION'S ASSETS, LEASES, AND IN ANY BUSINESS TRANSACTIONS INCLUDING PROFESSIONAL SERVICES. SENIOR TEAM PERSONNEL MUST COMPLETE AN ANNUAL CONFLICT OF INTEREST INFORMATION SURVEY. TO FACILITATE DISCLOSURE OF INFORMATION, TO PREVENT AND MANAGE POTENTIAL AND APPARENT CONFLICTS THE CONFLICT OF INTEREST ACKNOWLEDGEMENT FORM IS COMPLETED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DETERMINES THE TERMS OF EMPLOYMENT, COMPENSATION AND BENEFITS OF THE COO. THE BOARD PRESIDENT MONITORS AND EVALUATES THE PERFORMANCE OF THE COO. THE COO IS COMPENSATED AT THE MARKET RATE FOR THAT POSITION. THE POSITION IS SUBJECT TO ANNUAL COLA INCREASES AFTER THE FISCAL YEAR OPERATING PLAN IS APPROVED BY THE BOARD OF TRUSTEES. COMPENSATION FOR THE ORGANIZATION'S KEY EMPLOYEES IS GUIDED BY THE POLICIES AND PROCEDURES FOR ANNUAL EVALUATIONS. INCREASES IN COMPENSATION ARE GIVEN BASED ON THE MARKET RATE FOR EACH POSITION. FORM 990, PART VI, SECTION C, LINE 19 CATHOLIC CHARITIES, DIOCESE OF ST. PETERSBURG, INC., WILL HAVE AVAILABLE ON THE SAME DAY IF REQUESTED IN PERSON, OR WITHIN 30 DAYS IF REQUESTED VIA MAIL, E-MAIL, FACSIMILE OR PRIVATE DELIVERY, ITS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 3,446. DONATED SERVICES AND USE OF FACILITIES: -7,010. CHANGE IN VALUE OF REMAINDER TRUST -9,578. TOTAL TO FORM 990, PART XI, LINE 5: -13,142. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A FINANCE COMMITTEE AND AN AUDIT SUB-COMITTEE THAT PROVIDES OVERSIGHT OF THE ORGANIZATION'S FINANCIAL STATEMENTS. THE AUDIT SUB-COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT, REVIEW OF THE FINANCIAL STATEMENTS, AND SELECTION OF THE INDEPENDENT ACCOUNTING FIRM. FORM 990, PART I, LINE 5 & FORM 990, PART V, LINE 2A: CATHOLIC CHARITIES, DIOCESE OF ST. PETERSBURG, INC. FILES THE PAYROLL RETURNS FOR THIS ORGANIZATION AND THE FOLLOWING RELATED ORGANIZATIONS: CATHOLIC CHARITIES HOUSING INC., CATHOLIC CHARITIES COMMUNITY DEVELOPMENT CORPORATION, CATHOLIC CHARITIES-ARBOR VILLAS, INC., AND BENEDICT HAVEN, INC. THE SALARIES AND RELATED COSTS REPORTED ON PAGE 10 REPRESENT THE COSTS ALLOCATED TO THIS ENTITY ONLY. THE AMOUNTS ALLOCATED TO EACH OF THE RELATED ENTITIES ARE REPORTED ON THEIR FORM 990S. THE NUMBER OF EMPLOYEES REPORTED ON PAGE 1 & PAGE 5 REPRESENTS THE NUMBER OF EMPLOYEES WHOSE SALARIES AND RELATED EMPLOYEE COSTS ARE ALLOCATED TO THIS ORGANIZATION. THE TOTAL NUMBER OF W-2S FILED BY THE ORGANIZATION IS 153. CATHOLIC CHARITIES HOUSING INC 1213 16TH ST N ST PETERSBURG FL 33705 593201112 DEVELOP, MANAGE & MAINTAIN PROPERTIES & SUPPORT SERVICES FOR THE POOR FL 501(C)(3) LINE 1 CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 1 CATHOLIC CHARITIES FOUNDATION OF TAMPA BAY INC 1213 16TH ST N ST PETERSBURG FL 33705 593405746 TO SUPPORT CATHOLIC CHARITIES, DIOCESE OF ST. PETERSBURG, INC. FL 501(C)(3) LINE 1 CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 1 CATHOLIC CHARITIES COMMUNITY DEVELOPMENT CORPORATION 1213 16TH ST N ST PETERSBURG FL 33705 592999635 MANAGE ELDERLY HOUSING FOR THE DIOCESE & HUD PROPERTIES OWNED BY CCDOSP FL 501(C)(3) LINE 1 CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 1 CATHOLIC CHARITIES-ALICIA ARMS INC 1213 16TH ST N ST PETERSBURG FL 33705 273395014 AFFORDABLE HOUSING FL 501(C)(3) LINE 1 CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 1 CATHOLIC CHARITIES-ARBOR VILLAS INC 1213 16TH ST N ST PETERSBURG FL 33705 274287768 AFFORDABLE HOUSING FL 501(C)(3) LINE 1 CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 1 CATHOLIC CHARITIES-SAND DOLLAR INC 1213 16TH ST N ST PETERSBURG FL 33705 273070662 AFFORDABLE HOUSING FL 501(C)(3) LINE 1 CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 1 CATHOLIC CHARITIES-FOUNTAIN VIEW INC 1213 16TH ST N ST PETERSBURG FL 33705 371620362 AFFORDABLE HOUSING FL 501(C)(3) LINE 1 CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 1 CATHOLIC CHARITIES-PINELLAS VILLAGE INC 1213 16TH ST N ST PETERSBURG FL 33705 454775619 AFFORDABLE HOUSING FL 501(C)(3) LINE 1 CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 1 CATHOLIC CHARITIES-PALM ISLAND INC 1213 16TH ST N ST PETERSBURG FL 33705 454855182 AFFORDABLE HOUSING FL 501(C)(3) LINE 1 CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 1 BENEDICT HAVEN INC 1213 16TH ST N ST PETERSBURG FL 33705 593492167 PERMANENT SUPERVISED HOME WITH CARE FOR ADULTS WITH SEVERE MENTAL ILLNESS FL 501(C)(3) LINE 1 CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 1 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 1 0 0 CATHOLIC CHARITIES HOUSING INC D 110000 PRINCIPAL BALANCE CATHOLIC CHARITIES-ARBOR VILLA INC K 68103 FAIR MARKET VALUE CATHOLIC CHARITIES COMMUNITY DEVELOPMENT CORP K 56544 FAIR MARKET VALUE