2012-05-14T15:29:22-05:00 2011-06-30 BERGER LEWIS ACCOUNTANCY CORP 55 ALMADEN BLVD STE 600 SAN JOSE CA 95113 990 2010-07-01 237179787 SACRED HEART COMMUNITY SERVICE SACR 4082782160 1381 SOUTH FIRST STREET SAN JOSE CA 95110 PONCHO GUEVARA 4082782160 2012-05-07 1 RANDY G PETERSON CPA 4084941200 2012-05-07 2010 2016-02-24 21:20:13Z PONCHO GUEVARA 1381 SOUTH FIRST STREET SAN JOSE CA 95110 19707099 0 X WWW.SACREDHEARTCS.ORG X 1964 CA UNITE THE COMMUNITY TO ENSURE THAT EVERY CHILD AND ADULT IS FREE FROM POVERTY. 11 11 122 17267 0 0 19762376 19528411 0 0 20260 27362 796 9018 19783432 19564791 14169335 12791352 0 0 4001413 4555794 940 5114 290156 2006201 2553087 20177889 19905347 -394457 -340556 8842108 8467054 1492910 1397074 7349198 7069980 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 11731886 10578706 7350 ESSENTIAL SERVICESOUR ESSENTIAL SERVICES PROGRAM WELCOMES THE WORKING POOR AND HOMELESS OF SANTA CLARA COUNTY. WE PROVIDE EMERGENCY ASSISTANCE TO MORE THAN 1500 INDIVIDUALS EACH DAY. OUR FOOD PANTRY DISTRIBUTES PRODUCE AND CANNED GOODS TO FAMILIES TWICE A MONTH. CUSTOMERS COME TO US FOR GENTLY-USED CLOTHING - IN MANY CASES CLOTHES AND SHOES THEY NEED FOR EMPLOYMENT. OUR HOUSING OFFICE PROVIDES FINANCIAL ASSISTANCE FOR SECURITY DEPOSITS, UTILITY PAYMENTS, TRANSPORTATION AND OTHER EMERGENCY NEEDS. 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.ABOUT 45,000 PEOPLE WERE SERVED DURING THE 2010-2011 FISCAL YEAR. 1700005 SELF-SUFFICIENCY PROGRAMSONCE A FAMILY'S EMERGENCY NEEDS ARE MET, WE PROVIDE EDUCATION OPPORTUNITIES FOR PRESCHOOL THROUGH JUNIOR HIGH, AND COMPUTER AND LANGUAGE CLASSES FOR ADULTS. OUR POPS/ECE CLASSES BRING THE ENTIRE FAMILY TO THE AGENCY. WHILE CHILDREN RECEIVE MULTILINGUAL KINDERGARTEN PREPARATION, MOTHERS AND FATHERS RECEIVE PARENTING EDUCATION, HEALTH CLASSES AND LITERACY ASSISTANCE. AS THE CHILDREN GROW, THEY ATTEND OUR AFTERNOON HOMEWORK CLUB. VOLUNTEERS, WORKING UNDER DIRECTION FROM STAFF, ASSIST CHILDREN WITH HOMEWORK COMPLETION. LANGUAGE AND MATH SKILLS ARE A CONSTANT FOCUS. HUNDREDS OF ADULTS LOOKING TO IMPROVE THEIR WORKPLACE SKILLS ATTEND OUR ESL AND COMPUTER LITERACY CLASSES. FAMILIES EXPERIENCING FINANCIAL CRISIS, DOMESTIC VIOLENCE AND EMOTIONAL CHALLENGES RECEIVE LONG-TERM COUNSELING, ASSISTANCE AND MENTORING FROM OUR FAMILY SUPPORT TEAM. WE WORK WITH THE FAMILIES FOR ONE YEAR TO HELP THEM ACHIEVE FINANCIAL AND EMOTIONAL STABILITY.OUR JOBLINK PROGRAM TRAINS AND ADVISES ADULTS SEEKING FULL-TIME EMPLOYMENT. TRAINED STAFF AND VOLUNTEERS PROVIDE RESUME ASSISTANCE, INTERVIEW PRACTICE, PROFESSIONAL CLOTHING, AND ONE-ON-ONE COACHING. SERVICES PROVIDED INCLUDE COMPUTER ACCESS FOR EMAIL, VOICEMAIL, FAX AND COPYING.ABOUT 2,000 PEOPLE WERE SERVED DURING THE 2010-2011 FISCAL YEAR. 4308392 2212646 FINANCIAL AND ENERGY ASSISTANCE LOW-INCOME HOME ENERGY ASSISTANCE PROGRAM: PROVIDES ASSISTANCE TO HELP PAY UTILITY BILLS AND AVOID ENERGY-RELATED CRISES FOR HOUSEHOLDS THAT ARE EXPERIENCING FINANCIAL HARDSHIP. WEATHERIZATION ASSISTANCE PROGRAM: PROMOTES ENERGY-EFFICIENCY IN DWELLINGS OCCUPIED BY LOW-INCOME HOUSEHOLDS IN ORDER TO REDUCE THEIR MONTHLY ENERGY BILL. WEATHERIZES HOMES BY REPLACING OLD APPLIANCES, UPGRADING INSULATION AND VENTING, INSTALLING LOW FLOW SHOWER HEADS AND WEATHER STIPPING WINDOWS AND DOORS. FINANCIAL ASSISTANCE: PROVIDES ONE-TIME FINANCIAL ASSISTANCE FOR SECURITY DEPOSITS, PAST DUE RENT OR OTHER EMERGENCY NEEDS TO STABILZE HOUSING AND PREVENT HOMELESSNESS. ABOUT 8,000 PEOPLE WERE SERVED BY THIS PROGRAM DURING THE 2010-2011 FISCAL YEAR. 350923 POLICY AND ORGANIZINGPROMOTES LEADERSHIP DEVELOPMENT AND CIVIC ENGAGEMENT TO HELP LOW-INCOME RESIDENTS BECOME EFFECTIVE ADVOCATES FOR THEMSELVES AND THEIR COMMUNITY; ENGAGES PUBLIC OFFICIALS, NEIGHBORS, AND COMMUNITY ALLIES IN ACTIONS THAT ADDRESS THE ROOT CAUSES OF POVERTY. 604448 COMMUNITY OUTREACH AND EDUCATIONOUR OUTREACH AND EDUCATION STAFF ENGAGES THOUSANDS OF VOLUNTEERS 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 THE STATE OF POVERTY IN SANTA CLARA COUNTY AND THE CHALLENGES FACED BY LOW-INCOME FAMILIES, AND OFFER THEM A WIDE RANGE OF EXPERIMENTIAL AND SERVICE LEARNING OPPORTUNITIES. OUR IMMERSION 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 LOVE, SERVE, AND SHARE.ABOUT 10,000 INDIVIDUALS PARTICIPATED IN THESE PROGRAMS DURING THE 2010-2011 FISCAL YEAR. 955371 18695654 1 1 0 1 0 0 0 0 1 1 0 0 1 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 0 1 9 0 122 1 0 0 0 0 0 1 1 0 0 0 1 0 X 11 11 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 JOSE LUIS SALCIDO 3.00 X X 0 0 0 JIM GIBBONS 5.00 X X 0 0 0 DAN WEED 3.00 X X 0 0 0 GARY SERDA 3.00 X X 0 0 0 MANUEL ALBA 3.00 X 0 0 0 ASH KALRA 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 LAURIE LAIRD - FROM 1010 3.00 X 0 0 0 HON PAUL FONG 3.00 X 0 0 0 PONCHO JOSE GUEVARA 40.00 X 130000 0 2736 MICHAEL SOUKUP 40.00 X 74883 0 6480 204883 0 9216 1 0 0 0 0 95920 6809554 12622937 10708831 19528411 25331 25331 142839 140808 2031 2031 2031 3168 1500 1668 1668 REFUNDS 900099 6000 6000 OTHER INCOME 900099 1350 1350 7350 19564791 7350 0 29030 12791352 12791352 211230 541 210689 3528077 3066479 334914 126684 552837 459200 74644 18993 263650 216603 38099 8948 54697 54697 5114 5114 5223 5223 1388467 1332586 51540 4341 421520 248315 62966 110239 25766 21168 3723 875 295158 268942 21229 4987 26641 23534 2940 167 4752 4752 203101 166858 29350 6893 44884 31279 12313 1292 VOLUNTEER EXPENSES 36783 36783 OTHER EXPENSES 26496 18571 7613 312 PROFESSIONAL DEVELOPMEN 19148 13443 4394 1311 BAD DEBT 451 451 19905347 18695654 919537 290156 38230 9798 346551 429453 1939649 1392847 103373 261621 88958 123183 6787195 1832503 5086028 4954692 643719 720030 0 595600 575430 8842108 8467054 1088534 992103 404376 254971 150000 1492910 1397074 X 6033285 5742809 854468 865726 461445 461445 7349198 7069980 8842108 8467054 X -340556 61338 X 0 1 1 X 1 1 X 11102682 12476882 14251503 19762376 19528411 77121854 11102682 12476882 14251503 19762376 19528411 77121854 77121854 52163 38252 28545 19399 25331 163690 796 7350 8146 77293690 134378 0.99780 0.99700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 2100 0 0 1 0 0 2100 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: IN OCTOBER OF 2010 SACRED HEART INCLUDED IN THEIR E-NEWSLETTER INFORMATION ABOUT MEASURE A, A PROPOSED BALLOT MEASURE WHICH CALLED FOR VOTERS TO APPROVE A PARCEL TAX ON COUNTY LAND THAT WOULD GENERATE REVENUE TO SUPPORT THE "HEALTHY KIDS" PROGRAM OVER THE NEXT 10 YEARS. THIS WAS AN ISSUE THAT DIRECTLY IMPACTED THE HEALTH AND WELL-BEING OF THE PEOPLE THE ORGANIZATION SERVES. THIS MEASURE WAS FORMALLY ENDORSED BY THE BOARD OF DIRECTORS, WITH A REQUEST FROM THE COMMUNITY TO SHOW THEIR SUPPORT AND VOTE YES ON MEASURE A. THE COST OF POSTING THIS INFORMATION WAS NOMINAL AND THE ACTIVITY WAS AN INSIGNIFICANT PART OF ALL THE ACTIVITIES, PROGRAMS, AND SERVICES PROVIDED BY OUR ORGANIZATION. 643719 81534 5223 720030 613188 35540 5009 643719 655985 -37797 5000 613188 0.35900 0.64100 0 0 1694354 1694354 4535976 1507254 3028722 9767 6321 3446 168817 139816 29001 378281 179112 199169 4954692 RESTRICTED CASH 569120 DEPOSIT 6310 575430 19564791 19905347 -340556 61338 61338 -279218 19620906 61338 61338 19559568 5223 5223 19564791 19900124 0 19900124 5223 5223 19905347 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: GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDED 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, 2010, 2009 AND 2008 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, 2010, 2009, 2008 AND 2007 COULD BE SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES, GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. 1 SPECIFIC ASSISTANCE TO INDIVIDUALS 1529 1300400 393282 COST RENTAL ASSISTANCE, UTILITIES, FOOD, TRANSPORTATION SPECIFIC ASSISTANCE TO INDIVIDUALS 45000 11097670 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 5653149 "IT'S DEDUCTIBLE"STUDY X 10 19443 AUCTION PRICE X 10 24171 FAIR MARKET VALUE X 2659660 4415036 "FEEDING AMERICA"STUDY X TOYS 15110 181320 PUBLISHED STUDIES FROM "IT'S DEDUCTIBLE" X EDUCATIONAL MATERIALS 14480 7240 PUBLISHED STUDIES FROM "IT'S DEDUCTIBLE" X GIFT CARDS 30 11784 COST X REMODELING SUPPLIES 2 18278 COST 0 0 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): SCHEDULE M, LINE 6: CARS AND OTHER VEHICLES - CARS ARE VALUED BASED ON THE AUCTION PRICE. THE NUMBER OF CONTRIBUTIONS REPORTED IS THE NUMBER OF CARS RECEIVED. SCHEDULE M, LINE 19: FOOD INVENTORY - DONATED FOOD WAS VALUED AT $1.60 PER POUND BASED ON A COST STUDY CONDUCTED FOR FEEDING AMERICA. THE NUMBER OF CONTRIBUTIONS REPORTED REFLECTS THE ESTIMATED POUNDS RECEIVED. SCHEDULE M, LINE 25 & 26: TOYS AND EDUCATIONAL MATERIALS - DONATED ITEMS WERE VALUED BASED ON PUBLISHED STUDIES FROM "IT'S DEDUCTIBLE." THE NUMBER OF CONTRIBUTIONS IS 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 5: NET UNREALIZED GAINS ON INVESTMENTS: 61,338. RECLASSIFYING INVESTMENT FORM 990, PART X, LINE 11: THE INVESTMENTS HELD WERE CLASSIFIED AS LINE 12, "INVESTMENTS - OTHER SECURITIES" IN PRIOR YEARS. THESE INVESTMENTS HAVE BEEN PROPERLY RECLASSIFIED AS LINE 11, "INVESTMENTS - PUBLICLY TRADED SECURITIES" FOR THE 2009 AND 2010 TAX YEARS.