CATHOLIC ELDERLY SERVICES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC ELDERLY SERVICES INC (EIN 65-0312041)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-14
- IRS object ID
- 201332269349301843
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T11:44:23-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD D OWEN CHARLES A NICHOLS CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 NORTHEAST 26TH STREET | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650312041 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC ELDERLY SERVICES INC DBA | BusinessNameLine1 |
| Business Name Line2 | CATHOLIC HEALTH SERVICES FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CATH | NameControl |
| Phone | 9544841515 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4790 NORTH STATE ROAD 7 | AddressLine1 |
| City | LAUDERDALE LAKES | City |
| State | FL | State |
| ZIP Code | 33319 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID D'AMICO | Name |
| Title | VICE PRESIDENT, FINANCE | Title |
| Phone | 9544841515 | Phone |
| Date Signed | 2013-08-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES A NICHOLS | Name |
| Phone | 9545644333 | Phone |
| Date Prepared | 2013-08-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOSEPH M CATANIA PRESCEO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4790 NORTH STATE ROAD 7 | AddressLine1 |
| City | LAUDERDALE LAKES | City |
| State | FL | State |
| ZIP Code | 33319 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 450476 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION'S SPECIFIC AND PRIMARY PURPOSE IS TO ESTABLISH, RECEIVE AND MAINTAIN FUNDS FOR THE SUPPORT OF CATHOLIC ELDERLY SERVICES WITHIN THE ARCHDIOCESE OF MIAMI. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 47765 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 48019 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 392480 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 365405 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 40795 | InvestmentIncomePriorYear |
| Investment Income Current Year | 37052 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 481040 | TotalRevenuePriorYear |
| Total Revenue Current Year | 450476 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1339 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 197343 | OtherExpensePriorYear |
| Other Expenses Current Year | 229170 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 198682 | TotalExpensesPriorYear |
| Total Expenses Current Year | 229170 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 282358 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 221306 | RevenuesLessExpensesCY |
| Total Assets BOY | 1793858 | TotalAssetsBOY |
| Total Assets EOY | 2081797 | TotalAssetsEOY |
| Total Liabilities BOY | 192 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1000 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1793666 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2080797 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE ORGANIZATION'S SPECIFIC AND PRIMARY PURPOSE IS TO ESTABLISH, RECEIVE AND MAINTAIN FUNDS FOR THE SUPPORT OF CATHOLIC ELDERLY SERVICES WITHIN THE ARCHDIOCESE OF MIAMI. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 229170 | Expense |
| Description | CATHOLIC ELDERLY SERVICES, INC.,UNDER THE SPONSPORSHIP OF THE ARCHDIOCESE OF MIAMI, RAISES FUNDS FOR ITS EXEMPT PURPOSE PRIMARILY FROM ORGANIZING ANNUAL FUNDRAISING EVENTS. | Description |
| Total Program Service Expense | 229170 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC HEALTH SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9544841515 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4790 N STATE ROAD 7 | AddressLine1 |
| City | LAUDERDALE LAKES FL | City |
| State | FL | State |
| ZIP Code | 33319 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| RALPH LAWSON | ||||||
| CHAIRMAN | 0.00 | X | 0 | 0 | 0 | |
| SR ELIZABETH A WORLEY SSJ | ||||||
| VICE CHAIR/S | 0.00 | X | 0 | 0 | 0 | |
| REV MSGR TOMAS MARIN | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| RUDY NORIEGA | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| PATRICIA PALAMARA | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| REV MSGR F CASALE | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| BUD FARREY | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| LEN SPERRY MD | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| ASIF JAMAL | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MARK PANCIERA | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| KENNETH C FISCHER MD | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| AURELIO FERNANDEZ | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| CLAUDIA DE LA CRUZ | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| ARISTIDES PALLIN | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DR PATRICK TAYLOR | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JOSEPH M CATANIA | ||||||
| CEO | 40.00 | 0 | 332147 | 38603 | X | |
| JAMES A BALL | ||||||
| COO | 40.00 | 0 | 289829 | 33714 | X | |
| DR MARK REINER | ||||||
| CMO | 40.00 | 0 | 280264 | 33316 | X | |
| DAVID D'AMICO | ||||||
| VP FINANCE | 40.00 | 0 | 163989 | 21038 | X | |
| MARY JO FRICK | ||||||
| VP FINANCE | 40.00 | 0 | 117060 | 14011 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 1183289 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 140682 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 48019 | AllOtherContributions |
| Total Contributions | 48019 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GALA BALL | Description |
| Total Revenue Column | 365405 | TotalRevenueColumn |
| Related Or Exempt Function Income | 365405 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 365405 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37052 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4297 | RelatedOrExemptFunctionIncome |
| Exclusion | $32,755 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 450476 | TotalRevenueColumn |
| Related Or Exempt Function Income | 369702 | RelatedOrExemptFunctionIncome |
| Exclusion | $32,755 | ExclusionAmount |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5071 | Total |
| Program Services | 5071 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| FUNDRAISING EXPENSES | 213118 | 213118 |
| BANK FEES | 7965 | 7965 |
| SCHOLARSHIPS | 2221 | 2221 |
| OFFICE | 795 | 795 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229170 | Total |
| Program Services | 229170 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 795900 | BOY |
| EOY | 989164 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13772 | BOY |
| EOY | 11839 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20550 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20550 | LandBldgEquipmentAccumDeprec |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 984186 | BOY |
| EOY | 1080794 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1793858 | BOY |
| EOY | 2081797 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192 | BOY |
| EOY | 1000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192 | BOY |
| EOY | 1000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1728706 | BOY |
| EOY | 2018058 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64960 | BOY |
| EOY | 62739 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1793666 | BOY |
| EOY | 2080797 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1793858 | BOY |
| EOY | 2081797 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 221306 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 65825 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC ARCHDIOCESE OF MIAMI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590865839 | EIN |
| Type Of Organization | 1 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
| Total Revenue | 450476 | TotalRevenue |
| Total Expenses | 229170 | TotalExpenses |
| Excess Or Deficit For Year | 221306 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 65825 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 65825 | TotalAdjustments |
| Excess Or Deficit Per FS | 287131 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 516301 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 65825 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 65825 | RevenueNotRptdF990 |
| Revenue Subtotal | 450476 | RevenueSubtotal |
| Total Revenue Per Form990 | 450476 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 229170 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 229170 | ExpensesSubtotal |
| Total Expenses Per Form990 | 229170 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Comp Based On Related OrgsCompBasedOnRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|
| JOSEPH M CATANIA | ||
| 332147 | 38603 | 370750 |
| JAMES A BALL | ||
| 289829 | 33714 | 323543 |
| DR MARK REINER | ||
| 280264 | 33316 | 313580 |
| DAVID D'AMICO | ||
| 163989 | 21038 | 185027 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | THE SOLE MEMBER, IS THE ARCHBISHOP OF THE ARCHDIOCESE OF MIAMI AND HIS SUCCESSORS IN OFFICE, HAS THE RIGHT TO APPOINT THE BOARD OF DIRECTORS IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS. |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PAGE 6, PART VI, LINE 7B | THE SOLE MEMBER HAS THE RIGHT TO APPOINT THE BOARD OF DIRECTORS AND TO DETERMINE ANY MATTER WHICH MAY BE PROPERLY BROUGHT BEFORE THE MEMBERS FOR ACTION. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | THE CORPORATE CONTROLLER AND VICE PRESIDENT FINANCE CONDUCTS A COMPREHENSIVE REVIEW OF THE FORM 990 BEFORE IT IS FILED. FORM 990 IS PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE THE RETURN IS FILED. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | ALL EMPLOYEES AND DIRECTORS ARE COVERED BY THE CONFLICT OF INTEREST POLICY AND ARE PROVIDED WITH THE POLICY UPON HIRE. THE POLICY IS REVIEWED ANNUALLY BY THE CORPORATE COMPLIANCE OFFICER, WHO ALSO DETERMINES WHETHER A CONFLICT MAY EXIST. PER POLICY, EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. IF A CONFLICT OF INTEREST OCCURS, IT IS INVESTIGATED AND THE RESULTS ARE REPORTED TO THE GOVERNING BODY. LEGAL AND DISCIPLINARY ACTION AND RESTRICTIONS ARE IDENFIFIED ON AN INDIVIDUAL BASIS. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION AND BENEFITS OF THE TOP OFFICIAL. THE BOARD OF DIRECTORS IS INDEPENDENT WITH RESPECT TO COMPENSATION AND BENEFITS. TOTAL COMPENSATION ANALYSIS IS CONDUCTED BY AN INDEPENDENT CONSULTANT WHO PROVIDES DATA TO COMPARE COMPENSATION AND BENEFITS FOR SIMILAR POSITIONS WITHIN THE INDUSTRY. COMPENSATION AND BENEFIT CHANGES FOR THE TOP OFFICIAL IS DISCUSSED IN BOARD MEETINGS AND IS PROPERLY DOCUMENTED IN THE MINUTES. FORM 990, PART VII, LINE 1A: AVERAGE HOURS PER WEEK FOR CERTAIN OFFICERS ARE PAID BY CATHOLIC HEALTH SERVICES, A RELATED ORGANIZATION, FOR HOURS WORKED FOR RELATED ORGANIZATIONS AS FOLLOW: JAMES A. BALL - 40 HOURS JOSEPH M. CATANIA - 40 HOURS DAVID D. D'AMICO - 40 HOURS MARK REINER - 40 HOURS MARY JO FRICK - 40 HOURS |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| VILLA MARIA HEALTH CARE SERV INC | ||||||||||
| 1050 NE 125TH STREET | NORTH MIAMI | FL | 33161 | 592850676 | HME HEALTH | FL | 501(C) | 3 | NA | false |
| VILLA MARIA NURSING & REHAB CENTER | ||||||||||
| 1050 NE 125TH STREET | NORTH MIAMI | FL | 33161 | 591284678 | NRSG CENT | FL | 501(C) | 3 | NA | false |
| ST JOHN'S REHAB HOSP & NRS CEN | ||||||||||
| 3075 NW 35TH AVENUE | LAUDERDALE LAKES | FL | 33311 | 591945163 | REHAB FAC | FL | 501(C) | 3 | NA | false |
| ST JOSEPH RESIDENCE INC | ||||||||||
| 3485 NW 30TH STREET | LAUDERDALE LAKES | FL | 33311 | 650032474 | ALF | FL | 501(C) | 3 | NA | false |
| CATHOLIC HOME HEALTH OF BROW INC | ||||||||||
| 4790 N STATE ROAD 7 | LAUDERDALE LAKES | FL | 33319 | 650062205 | HME HEALTH | FL | 501(C) | 3 | NA | false |
| CATHOLIC HEALTH SERVICESINC | ||||||||||
| 4790 N STATE ROAD 7 | LAUDERDALE LAKES | FL | 33319 | 592645139 | MGT COMP | FL | 501(C) | 3 | NA | false |
| ST ANNE'S NURSING CENTER | ||||||||||
| 11855 QUAIL ROOST DRIVE | MIAMI | FL | 33177 | 592522488 | NRSG CENT | FL | 501(C) | 3 | NA | false |
| ARCHDIOCESE OF MIAMI | ||||||||||
| 9401 BISCAYNE BLVD | MIAMI SHORES | FL | 33138 | 590865839 | SPONSOR | FL | 501(C) | 3 | NA | false |
| CATHOLIC HOSPICE INC | ||||||||||
| 14875 NW 77TH AVENUE SUITE 100 | MIAMI LAKES | FL | 33014 | 650062530 | HOSPICE | FL | 501(C) | 3 | NA | false |
| CATHOLIC CEMETERIES | ||||||||||
| 11411 NW 25TH STREET | MIAMI | FL | 33172 | 590862834 | CEMETERIES | FL | 501(C) | 3 | NA | false |
| CENTRO MATER CHILD CARE SERVICES | ||||||||||
| 4790 N STATE ROAD 7 | LAUDERDALE LAKES | FL | 33319 | 208083301 | CHILD CARE | FL | 501(C) | 3 | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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