2012-10-29T00:00:09-05:00 2012-06-30 CROWE HORWATH LLP 3815 River Crossing Parkway Suite 300 Indianapolis IN 462400977 990 2011-07-01 351038653 CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND INC CATH 2604225625 315 E Washington Blvd Fort Wayne IN 46802 DEBRA J SCHMIDT 2012-10-23 true Daren Daiga P01074795 3175698989 2011 2016-02-24 21:20:13Z DEBRA J SCHMIDT 315 E WASHINGTON BLVD Fort Wayne IN 46802 4444347 false 0928 X WWW.CCFWSB.ORG X 1922 IN CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND, INC. SERVES THOSE IN NEED AS CHRIST WOULD HAVE US DO. 14 7 355 1020 0 0 5087127 4103880 349799 300846 10173 31565 10228 8006 5457327 4444297 467493 442146 0 0 3995907 2943810 0 0 96715 1038721 1015761 5502121 4401717 -44794 42580 3762236 3722300 290983 242936 3471253 3479364 X CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND, INC. (CATHOLIC CHARITIES) SERVES THOSE IN NEED AS CHRIST WOULD HAVE US DO. (CONTINUED IN SCHEDULE O) false false 2080405 1433 141088 OLDER ADULT SERVICES: THE SENIOR AIDES PROGRAM PROVIDES WORKPLACE TRAINING AND EXPERIENCE TO LOW-INCOME SENIOR CITIZENS AGED 55 AND OLDER IN 14 COUNTIES. FUNDED BY THE US DEPARTMENT OF LABOR AND SPONSORED WITH SENIOR SERVICE AMERICA, THE GOAL OF THE SENIOR AIDES PROGRAM IS FOR THE ENROLLEES TO OBTAIN UNSUBSIDIZED, GAINFUL EMPLOYMENT TO MAINTAIN THEIR INDEPENDENCE. THE PROGRAM ASSISTED 234 PARTICIPANTS FOR THE YEAR ENDED JUNE 30, 2012. ALSO DURING 2012, THE ORGANIZATION CONTINUED JOB CLUBS IN ALLEN, ST. JOSEPH, KOSCIUSKO, AND ELKHART COUNTIES. (CONTINUED IN SCHEDULE O) 885470 199203 49491 REFUGEE RESETTLEMENT AND IMMIGRATION SERVICES: THESE PROGRAMS PROVIDE ASSISTANCE TO INDIVIDUALS COMING TO THE UNITED STATES UNDER REFUGEE STATUS AS GRANTED BY THE US DEPARTMENT OF STATE, AS WELL AS ASSISTANCE TO INDIVIDUALS WHO SEEK ASYLUM ONCE THEY ARE ALREADY IN THIS COUNTRY. CATHOLIC CHARITIES WORKS IN COOPERATION WITH THE US CONFERENCE OF CATHOLIC BISHOPS TO PROVIDE THESE SERVICES, WHICH HELP NEW RESIDENTS ADJUST TO LIFE IN THE COMMUNITY. SERVICES INCLUDE PRE-ARRIVAL PROCESSING, ARRIVAL SERVICES, ASSISTANCE WITH HOUSING, REFERRALS FOR MEDICAL CARE, ACCULTURATION, REFERRALS FOR ESL (ENGLISH-AS-A-SECOND-LANGUAGE) CLASSES, SCHOOL ENROLLMENT FOR THE CHILDREN, AND OTHER EDUCATION SERVICES AS NEEDED. DURING THE YEAR ENDED JUNE 30, 2012, CATHOLIC CHARITIES RESETTLED 85 REFUGEES AND ASSISTED IMMIGRANTS WITH 310 CONSULTATIONS. IN ADDITION, 403 IMMIGRATION APPLICATIONS WERE FILED TO THE UNITED STATES CITIZENSHIP AND IMMIGRATION SERVICES (USCIS), OF WHICH 350 WERE APPROVED. THE ORGANIZATION ALSO ASSISTED 45 STUDENTS WITH REGISTERING FOR CITIZENSHIP CLASSES, OF WHICH 32 SUCCESSFULLY COMPLETED AND GRADUATED THE COURSE. (CONTNUED IN SCHEDULE O) 575369 237171 0 CASE MANAGEMENT BRIEF SERVICES INCLUDE THE RESOURCE AND REFERRAL PROGRAM, WHICH ASSISTS FAMILIES WITH THE BASIC NEEDS SUCH AS HOUSING, UTILITIES, FOOD, CLOTHING, HYGIENE/PAPER PRODUCTS, AND BUS PASSES. DURING FISCAL YEAR 2012, 434 INDIVIDUALS WERE SERVED. CATHOLIC CHARITIES OFFICIALLY BECAME A PART OF THE CASE COORDINATION SYSTEM IN ALLEN COUNTY TO COLLABORATE WITH OTHER SOCIAL AGENCIES IN SHARING RESOURCES TO BETTER ASSIST FAMILIES. THE AGENCY ALSO RECEIVED FUNDS THOUGH THE EMERGENCY FOOD AND SHELTER PROGRAM AND WAS ABLE TO PROVIDE ASSISTANCE TO 39 HOUSEHOLDS. CATHOLIC CHARITIES' CHRISTMAS PROGRAM SPONSORS LOW INCOME FAMILIES TO PROVIDE THEM WITH WINTER CLOTHING, GIFTS, CHRISTMAS TREES, AND HOLIDAY FOOD BASKETS. THIS YEAR THE PROGRAM SERVED 36 FAMILIES IN FORT WAYNE AND 40 FAMILIES IN SOUTH BEND. (CONTINUED IN SCHEDULE O) 315359 4339 110267 THE ORGANIZATION'S OTHER PROGRAM SERVICES DURING THE YEAR ENDED JUNE 30, 2012, INCLUDE: PREGNANCY AND ADOPTION SERVICES, WHICH PROVIDE FREE BIRTH OPTIONS FOR PERSONS WITH UNPLANNED PREGNANCIES, AS WELL AS FINANCIAL AND OTHER ASSISTANCE FOR OTHER PREGNANCY RELATED NEEDS. THE PROGRAM CONTINUES TO NETWORK WITH VARIOUS COMMUNITY AGENCIES THROUGHOUT THE YEAR. CATHOLIC CHARITIES BUILDS RELATIONSHIPS WITH PREGNANCY CLINICS, HOSPITALS, CHURCHES, AND LAWYERS HELPING TO PROVIDE INFORMATION ABOUT ADOPTION. THE FORT WAYNE EDUCATION CREATES HOPE AND OPPORTUNITY (ECHO) PROGRAM IS A SCHOOL AND HOME-BASED PROGRAM THAT PROVIDES GUIDANCE AND RESOURCES TO PREGNANT AND PARENTING TEENS, ENABLING THEM TO COMPLETE THEIR HIGH SCHOOL EDUCATION AND SUCCESSFULLY PARENT THEIR CHILDREN. AS OF JUNE 30, 2012, 78 CLIENTS WERE SERVED. DURING THE YEAR, 8 OF 8 CLIENTS RECEIVED THEIR HIGH SCHOOL DIPLOMAS; 7 OF THE 8 GRADUATING CLIENTS ENROLLED TO ATTEND A COLLEGE OR UNIVERSITY FOR FALL 2012, THE 8TH STUDENT PLANS TO ENROLL THE FOLLOWING SCHOOL YEAR DUE TO THE TIMING OF HER PREGNANCY. IN ADDITION, THIS PROGRAM HAS BEEN EXTENDED TO STUDENTS AGES 18-24 WHO ARE ENROLLED IN AN EDUCATIONAL OR JOB TRAINING PROGRAM. SOUTH BEND EDUCATION CREATES HOPE AND OPPORTUNITY (ECHO) PROGRAM: IN IT'S FIRST YEAR OF SERVICE, THE ECHO PROGRAM IN SOUTH BEND HAD A TOTAL OF 42 CLIENTS WHO REQUESTED ASSISTANCE IN COMPLETING THEIR HIGH SCHOOL EDUCATION. THE ONE FULL-TIME CASE MANAGER PROVIDED INFORMATION ON SATS/ACTS TESTS, COLLEGE ADMISSION, AND JOB APPLICATIONS AS WELL AS ASSISTANCE WITH ALL THE VARIOUS FORMS; OFTEN TRANSPORTATION AND REGULAR HOME VISITS. 12 CLIENTS GRADUATED SUCCESSFULLY ALL THE REMAINING CLIENTS INDICATED A DESIRE TO MEET WITH THEIR CASE MANAGER THROUGHOUT THE SUMMER. 8 OF 12 GRADUATING STUDENTS HAVE COLLEGE PLANS; 6 HAVE BEEN ACCEPTED AT IVY TECH AND 2 HAVE BEEN ACCED TO INDIANA UNIVERSITY SOUTH BEND. AT TIMES THIS PROGRAM HAS HAD A WAITING LIST AS KNOWLEDGE OF ITS SERVICES BECOMES KNOWN IN THE COMMUNITY. ECHO PROGRAM IN SOUTH BEND HAS ESTABLISHED WORKING RELATIONSHIPS TO SHARE INFORMATION AND FOR MUTUAL REFERRALS WITH WOEN'S CARE CENTER, PRE-NATAL CARE COORDINATION OF ST. JOSEPH MEDICAL CENTER, HEALTHY FAMILIES, FAMILY AND CHILDREN'S CENTER, HANNAH'S HOUSE, YOUTH SERVICES BUREAU, AND WIC. 315359 4339 110267 3856603 true true false false false false false false true true true false false false true true false false false false false false false false false false false true false false false false false false false false false true false false false false true false false false false true 21 0 true 355 true false false false false false false false false false false X 14 7 false false false false true true true true true false false true true true true true true true false false IN X X DEBRA J SCHMIDT 2604225625 315 E WASHINGTON BLVD Fort Wayne IN 46802 X KATHY DENICE 1.00 X X 0 31155 0 MOST REV KEVIN C RHOADES 1.00 X X 0 21701 0 PATRICK HOULIHAN 1.00 X X 0 0 0 SUZIE LIGHT 1.00 X X 0 0 0 AMPY BLAINE 1.00 X 0 0 0 BARBARA O'DEA 1.00 X 0 0 0 JACCI KAUFMAN 1.00 X 0 397 0 JEFFREY T FEATHERGILL PSYD 1.00 X 0 0 0 JOSEPH RYAN 1.00 X 0 87842 0 LEONARD SANCHEZ 1.00 X 0 0 0 MARYANN HYDER 1.00 X 0 0 0 MAUREEN MCALEAVEY 1.00 X 0 38399 0 MICHAEL HANDLIN 1.00 X 0 0 0 MSGR ROBERT C SCHULTE 1.00 X 0 21701 0 PATRICIA FOX 1.00 X 0 0 0 REV ANDREW NAZARETH 1.00 X 0 21701 0 REV CHRISTOPHER COX 1.00 X 0 21701 0 REV GLENN KOHRMAN 1.00 X 0 21701 0 DEBRA J SCHMIDT 40.00 X 79432 0 17169 STEVEN E BROCKHAUS 40.00 X 34219 0 6210 113651 266298 23379 0 false false false 0 297533 467090 1034298 2304959 168198 4103880 OLDER ADULT SERVICES 624100 141088 141088 PREGNANCY, ADOPTION, & FAMILY SERVICES 624100 92151 92151 IMMIGRATION & REFUGEE RESETTLEMENT SERVICES 624100 49491 49491 PROGRAM REIMBURSEMENTS 900099 18116 18116 0 0 0 0 300846 31565 31565 0 0 0 0 0 0 0 0 0 8056 50 8006 8006 0 0 0 0 0 0 4444297 300846 0 39571 0 442146 442146 0 0 111177 14887 96290 0 2294597 2143655 125616 25326 78930 72035 4813 2082 280453 254260 18865 7328 178653 161163 15639 1851 0 8967 5730 2203 1034 35249 22526 8659 4064 0 0 0 189296 120968 46502 21826 35515 16130 1954 17431 251684 207791 31578 12315 0 0 237222 211028 25582 612 33558 26216 7064 278 0 8132 5320 2812 20 20 0 156115 106551 49564 11022 10810 208 4 BAD DEBT EXPENSE 5156 6198 -1042 GAS, OIL, VEHICLE MAINTENANCE 22492 13860 8632 RECOGNITION 11343 9229 2055 59 MEMBERSHIP DUES 6585 5620 962 3 3405 480 423 2502 4401717 3856603 448399 96715 0 165364 178151 505453 597246 391317 290620 6669 5537 11631 24327 3858737 1847169 2099355 2011568 13509 11763 534104 528643 0 0 34834 74445 3762236 3722300 290983 242936 0 0 290983 242936 X 3396805 3467283 74448 12081 3471253 3479364 3762236 3722300 X 42580 -34469 X false true true X true true X 5525938 5941049 5537748 5087127 4103880 26195742 453226 514013 413969 349799 300846 2031853 41043 0 792 10281 8056 60172 0 0 6020207 6455062 5952509 5447207 4412782 28287767 0 0 0 0 0 0 0 0 28287767 43958 9314 13307 10173 31565 108317 0 43958 9314 13307 10173 31565 108317 0 6240 25940 22866 0 0 55046 6070405 6490316 5988682 5457380 4444347 28451130 0.99430 0.99300 0.00380 0.00350 X OTHER INCOME, SCHEDULE A, PART III, LINE 12, DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 6240, COLUMN B - 25940, COLUMN C - 22866, COLUMN D - 0, COLUMN E - 0, COLUMN F - 55046;, RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2007628 -9134 100000 8510 1889984 1857519 239015 81500 7406 2007628 1642644 51800 163075 0 0 0 1857519 1893049 48000 -298405 0 0 0 1642644 0.00000 1.00000 0.00000 true false 0 3395820 1456715 1939105 53984 42214 11770 408933 348240 60693 0 2011568 0 0 FUNDS INVESTED IN DIOCESE POOL OF SECURITIES 528643 F 528643 0 0 4444297 4401717 42580 -34469 0 -34469 8111 4470849 -34469 60971 50 26552 4444297 0 0 4444297 4462738 60971 50 61021 4401717 0 0 4401717 Intended uses of endowment funds Schedule D, Part V, Line 4 THE CATHOLIC COMMUNITY FOUNDATION OF NORTHEAST INDIANA HOLDS AN ENDOWMENT FUND FROM THE LEGACY OF FAITH CAMPAIGN FOR THE BENEFIT OF THE ORGANIZATION. WHEN DISTRIBUTED, THE ORGANIZATION'S ENDOWMENT FUNDS WILL BE USED TO SUPPLEMENT THE ORGANIZATION'S OPERATING ACTIVITIES. FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 THE ORGANIZATION IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. THE ORGANIZATION HAS ADOPTED ACCOUNTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES THE ORGANIZATION TO RECOGNIZE A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT IS RECORDED. THE ORGANIZATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES OR QUESTIONABLE TAX POSITIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2009. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2012 OR 2011. true FINANCIAL ASSISTANCE 139 85260 0 N/A N/A MEDICAL ASSISTANCE 38 797 0 N/A N/A HOUSING ASSISTANCE 228 98408 0 N/A N/A UTILITY ASSISTANCE 255 30057 0 N/A N/A TRANSPORTATION ASSISTANCE 182 5628 0 N/A N/A OTHER FINANCIAL/NEEDS ASSISTANCE 23458 210534 IN-KIND DIRECT ASSISTANCE 134 0 11462 INDEPENDENT SECTOR & SALVATION ARMY PRICE LIST FOOD, CLOTHING, HOUSEHOLD GOODS, ETC. Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 EACH PROGRAM HAS GUIDELINES REGARDING FINANCIAL AND OTHER ASSISTANCE. ASSISTANCE FOR REFUGEES IS GOVERNED BY THE U.S. DEPARTMENT OF STATE AND U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES REGULATIONS. ASSISTANCE PROVIDED IS MONITORED WITHIN THE CLIENT'S FILE, AND DOCUMENTATION IS MAINTAINED WITHIN THE FILE AND/OR WITH CHECKS DISBURSED. X 34878 COST X 92 121557 COST X BOOKS, TOYS, SCHOOL SUPPLIES 36 11763 COST 0 false true false EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS SCHEDULE M, PART I CLOTHING AND HOUSEHOLD GOODS: N/A FOOD INVENTORY: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line 5 Number of contributions or items contributed. Schedule M, part I, column (b), Line 19 Number of contributions or items contributed. Schedule M, part I, column (b), Line other=BOOKS, TOYS, SCHOOL SUPPLIES ORGANIZATION'S MISSION (CONTINUED FROM PART III) FORM 990, PART III, LINE 1 CATHOLIC CHARITIES PROVIDES AN ARRAY OF SERVICES THAT CREATE AND BUILD FAMILIES; HELP PEOPLE COPE WITH DIFFICULT CIRCUMSTANCES, ECONOMIC HARDSHIP, AND RELATIONSHIP ISSUES; PROVIDE A FRESH START FOR HARDWORKING PEOPLE; AND ENSURE THAT CHILDREN AND SENIORS IN PARTICULAR HAVE ACCESS TO SERVICES TO PROMOTE THEIR PHYSICAL AND EMOTIONAL WELL-BEING. CATHOLIC CHARITIES SERVES THOSE IN NEED WITH SPECIAL EMPHASIS ON THE MOST VULNERABLE POPULATIONS: THE POOR, DISABLED, IMMIGRANTS, ELDERLY, AND CHILDREN. CATHOLIC CHARITIES IS COMMITTED TO IMPROVING THE QUALITY OF LIFE FOR THE INDIVIDUAL, THE FAMILY, AND THE COMMUNITY. OUR VALUES: WE BELIEVE THAT A CHILD SHOULD GROW UP IN A LOVING AND NURTURING ENVIRONMENT. WE BELIEVE THAT FAMILIES ARE THE CORNERSTONES OF OUR SOCIETY AND THEY NEED HELP TO FULFILL THEIR RESPONSIBILITY TO PROVIDE CARE AND INSTILL VALUES. WE BELIEVE IN HELP AND COMPASSION FOR THE POOR AND IMPOVERISHED. WE BELIEVE THAT THE ELDERLY SHOULD BE ABLE TO LIVE WITH DIGNITY. WE BELIEVE IN THE STRUGGLE TO BRING ABOUT CHANGE IN THE SYSTEMS THAT CAUSE HUMAN SUFFERING. WE BELIEVE THAT TO SERVE OTHERS IS TO SERVE CHRIST. OLDER ADULT SERVICES (CONTINUED FROM PART III) FORM 990, PART III, LINE 4A VILLA OF THE WOODS IS A STATE-LICENSED RESIDENTIAL FACILITY FOR OLDER ADULTS. ALL ROOMS ARE PRIVATE WITH PERSONAL BATH AND INDIVIDUALLY CONTROLLED HEAT AND AIR CONDITIONING. ALL ROOMS ARE EQUIPPED WITH CABLE TV SERVICE. THIS RETIREMENT COMMUNITY PROVIDES INDEPENDENCE, YET IS STAFFED AROUND THE CLOCK SO RESIDENTS CAN RECEIVE ASSISTANCE WHENEVER IT IS NEEDED. HOUSEKEEPING, LINEN SERVICE, MEALS, AND SOCIAL ACTIVITIES ARE PROVIDED. THE FACILITY IS CONVENIENTLY LOCATED IN A WOODED RESIDENTIAL AREA CLOSE TO THE BUS LINE, A PUBLIC LIBRARY BRANCH, AND A SHOPPING CENTER. FOR THE YEAR ENDED JUNE 30, 2012, VILLA OF THE WOODS HOUSED 16 INDIVIDUALS AND PROVIDED OVER 5,100 DAYS OF CARE. CATHOLIC CHARITIES SPONSORS RSVP (RETIRED SENIOR VOLUNTEER PROGRAM), A PROJECT OF THE ORGANIZATION FOR NATIONAL AND COMMUNITY SERVICE. RSVP MOBILIZES PEOPLE AGES 55 AND OLDER TO HELP MEET A WIDE VARIETY OF COMMUNITY NEEDS. VOLUNTEERS ARE PLACED BASED ON THEIR TALENTS, INTERESTS, AND SCHEDULES, WITH LOCAL SOCIAL SERVICE AGENCIES, SCHOOLS, LIBRARIES, HOSPITALS, PARKS, AND OTHER NONPROFIT ENTITIES. THE RSVP PROGRAM HAS ASSISTED OVER 996 VOLUNTEERS AT 127 DIFFERENT SITES. THE RSVP PROGRAM HAS ALSO PROVIDED OVER 130,981 HOURS OF VOLUNTEER SERVICES IN DEKALB, LAGRANGE, NOBLE, ST. JOSEPH, ELKHART, AND STEUBEN COUNTIES, THE VALUE OF WHICH IS OVER $2,652,365. REFUGEE RESETTLEMENT AND IMMIGRATION SERVICES (CONTINUED FROM PART III) FORM 990, PART III, LINE 4B CATHOLIC CHARITIES' HISPANIC HEALTH ADVOCATE PROGRAM IS DESIGNED TO ASSIST THE SPANISH-SPEAKING POPULATION WHO SPEAK LITTLE TO NO ENGLISH WITH THEIR MEDICAL APPOINTMENTS. THE GOAL OF THIS PROGRAM IS TO REDUCE THE LANGUAGE BARRIERS IN ORDER TO PROMOTE PREVENTATIVE HEALTH PRACTICES FOR THE SPANISH SPEAKING COMMUNITY. THE CASE MANAGERS ACCOMPANY CLIENTS TO OB-GYN, WELL BABY CHECK-UPS, UROLOGY, ONCOLOGY, DENTISTRY, CARDIOLOGY, EAR, NOSE, AND THROAT, COUNSELING, AND ANY OTHER MEDICAL RELATED APPOINTMENTS. MANY OF THE APPOINTMENTS ARE PRIMARILY FOR WOMEN AND CHILDREN. THE PROGRAM CONTINUES TO BE OFFERED AS A FREE SERVICE. THERE ARE OTHER BUSINESSES THAT OFFER INTERPRETATION AND TRANSLATION SERVICES IN DIFFERENT LANGUAGES; HOWEVER THIS WILL COST CLIENTS APPROXIMATELY $50 AN HOUR, AND MOST OF THE CLIENTS WHO UTILIZE OUR SERVICES HAVE BEEN FAMILIES WITH LIMITED OR NO INCOME. THE PROGRAM HAS ASSISTED OVER 175 FAMILIES WITH 450 APPOINTMENTS THIS FISCAL YEAR IN THE FORT WAYNE AREA. IN ADDITION, CATHOLIC CHARITIES HAS RECEIVED A GRANT FROM THE STATE OF INDIANA TO PROVIDE EMPLOYMENT SERVICES FOR REFUGEES WHO RESIDE IN THE UNITED STATES. SERVICES CAN BE PROVIDED TO REFUGEES UP TO FIVE YEARS AFTER THEY HAVE BEEN RESETTLED. CATHOLIC CHARITIES ACCOMPLISHED 241 JOB PLACEMENTS DURING THE FISCAL YEAR ENDED JUNE 30, 2012. CASE MANAGEMENT BRIEF SERVICES (CONTINUED FROM PART III) FORM 990, PART III, LINE 4C IN APRIL 2011, CATHOLIC CHARITIES WAS AWARDED TWO GRANTS THROUGH THE OFFICE OF FAITH-BASED AND COMMUNITY INITIATIVES FOR ADMINISTERING THE HARDEST HIT FUND VOLUNTEER SERVICE PROGRAM. THE PROGRAM IS PART OF THE BUILDING THE BRIDGE TO RECOVERY PROGRAM, WHOSE FOCUS IS ASSISTING QUALIFIED UNEMPLOYMENMT RECIPIENTS IN AVOIDING FORECLOSURE ON THEIR HOME MORTGAGE IN EXCHANGE FOR THEIR PARTICIPATON IN JOB TRAINING, EDUCATION, OR VOLUNTEER SERVICE. PRE-QUALIFIED CLIENTS WHO CHOOSE VOLUNTEER SERVICE AS THEIR FOCUS AREA ARE REFERRED TO CATHOLIC CHARITIES, WHO WILL THEN PROVIDE THEIR SCREENING, ORIENTATION, PLACEMENT, AND SUPERVISION. IN FISCAL YEAR 2012, THE SOUTH BEND FOOD PANTRY SERVED 10,816 INDIVIDUALS AND THE AUBURN FOOD PANTRY SERVED 12,065 INDIVIDUALS IN NEED OF FOOD ASSISTANCE. ONE THIRD OF THESE HOUSEHOLDS WERE NEW TO THE FOOD PANTRY. EACH FAMILY WHO VISITS THE PANTRY RECEIVES ENOUGH FOOD TO PREPARE FOUR MEALS; WHEN AVAILABLE, CLIENTS ALSO RECEIVE PERSONAL CARE ITEMS SUCH AS SHAMPOO, TOILET PAPER, AND DIAPERS. THE PANTRY ALSO PROVIDES CLIENTS WITH RECIPES, COMMUNITY REFERRALS, NUTRITION INFORMATION, AND SAFE FOOD HANDLING INFORMATION. THE RSVP SEWERS AND YARN CRAFTERS PROVIDED HATS, SCARVES, AND MITTENS FOR FOOD PANTRY CLIENTS, AND A NUMBER OF PEOPLE AND ORGANIZATIONS IN THE COMMUNITY HAVE MADE INDIVIDUAL GIFTS OF GOODS AND MATERIALS FOR THE FOOD PANTRY. Description of other program services Form 990, Part III, Line 4d THE ORGANIZATION'S OTHER PROGRAM SERVICES DURING THE YEAR ENDED JUNE 30, 2012, INCLUDE: PREGNANCY AND ADOPTION SERVICES, WHICH PROVIDE FREE BIRTH OPTIONS FOR PERSONS WITH UNPLANNED PREGNANCIES, AS WELL AS FINANCIAL AND OTHER ASSISTANCE FOR OTHER PREGNANCY RELATED NEEDS. THE PROGRAM CONTINUES TO NETWORK WITH VARIOUS COMMUNITY AGENCIES THROUGHOUT THE YEAR. CATHOLIC CHARITIES BUILDS RELATIONSHIPS WITH PREGNANCY CLINICS, HOSPITALS, CHURCHES, AND LAWYERS HELPING TO PROVIDE INFORMATION ABOUT ADOPTION. THE FORT WAYNE EDUCATION CREATES HOPE AND OPPORTUNITY (ECHO) PROGRAM IS A SCHOOL AND HOME-BASED PROGRAM THAT PROVIDES GUIDANCE AND RESOURCES TO PREGNANT AND PARENTING TEENS, ENABLING THEM TO COMPLETE THEIR HIGH SCHOOL EDUCATION AND SUCCESSFULLY PARENT THEIR CHILDREN. AS OF JUNE 30, 2012, 78 CLIENTS WERE SERVED. DURING THE YEAR, 8 OF 8 CLIENTS RECEIVED THEIR HIGH SCHOOL DIPLOMAS; 7 OF THE 8 GRADUATING CLIENTS ENROLLED TO ATTEND A COLLEGE OR UNIVERSITY FOR FALL 2012, THE 8TH STUDENT PLANS TO ENROLL THE FOLLOWING SCHOOL YEAR DUE TO THE TIMING OF HER PREGNANCY. IN ADDITION, THIS PROGRAM HAS BEEN EXTENDED TO STUDENTS AGES 18-24 WHO ARE ENROLLED IN AN EDUCATIONAL OR JOB TRAINING PROGRAM. SOUTH BEND EDUCATION CREATES HOPE AND OPPORTUNITY (ECHO) PROGRAM: IN IT'S FIRST YEAR OF SERVICE, THE ECHO PROGRAM IN SOUTH BEND HAD A TOTAL OF 42 CLIENTS WHO REQUESTED ASSISTANCE IN COMPLETING THEIR HIGH SCHOOL EDUCATION. THE ONE FULL-TIME CASE MANAGER PROVIDED INFORMATION ON SATS/ACTS TESTS, COLLEGE ADMISSION, AND JOB APPLICATIONS AS WELL AS ASSISTANCE WITH ALL THE VARIOUS FORMS; OFTEN TRANSPORTATION AND REGULAR HOME VISITS. 12 CLIENTS GRADUATED SUCCESSFULLY ALL THE REMAINING CLIENTS INDICATED A DESIRE TO MEET WITH THEIR CASE MANAGER THROUGHOUT THE SUMMER. 8 OF 12 GRADUATING STUDENTS HAVE COLLEGE PLANS; 6 HAVE BEEN ACCEPTED AT IVY TECH AND 2 HAVE BEEN ACCED TO INDIANA UNIVERSITY SOUTH BEND. AT TIMES THIS PROGRAM HAS HAD A WAITING LIST AS KNOWLEDGE OF ITS SERVICES BECOMES KNOWN IN THE COMMUNITY. ECHO PROGRAM IN SOUTH BEND HAS ESTABLISHED WORKING RELATIONSHIPS TO SHARE INFORMATION AND FOR MUTUAL REFERRALS WITH WOEN'S CARE CENTER, PRE-NATAL CARE COORDINATION OF ST. JOSEPH MEDICAL CENTER, HEALTHY FAMILIES, FAMILY AND CHILDREN'S CENTER, HANNAH'S HOUSE, YOUTH SERVICES BUREAU, AND WIC. Classes of members or stockholders Form 990, Part VI, Section A, Line 6 THE ORGANIZATION HAS THREE MEMBERS: THE DIOCESAN BISHOP OF THE DIOCESE OF FORT WAYNE-SOUTH BEND (DIOCESE) AND TWO OTHER PERSONS DESIGNATED BY THE DIOCESAN BISHOP. Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a THE ORGANIZATION'S DIRECTORS ARE ELECTED BY MAJORITY VOTE OF THE MEMBERS AND SERVE AT THE SOLE DISCRETION OF THE MEMBERS. ANY DIRECTOR MAY BE REMOVED, WITH OR WITHOUT CAUSE OR NOTICE, BY A MAJORITY VOTE OF THE MEMBERS AT ANY TIME. Decisions requiring approval by members or stockholders Form 990, Part VI, Section A, Line 7b THE MEMBERS' RESERVED POWERS INCLUDE: A) THE ESTABLISHMENT OF AND ADHERENCE TO THE PHILOSOPHY ACCORDING TO WHICH THE ORGANIZATION OPERATES; B) ANY AMENDMENT OF THE ARTICLES OF INCORPORATION OR ANY AMENDMENT OR REPEAL OF THE BYLAWS; C) THE APPOINTMENT OF REMOVAL OF ANY INDIVIDUAL TO THE BOARD OF DIRECTORS; D) THE PURCHASE, LEASE, SALE, TRANSFER, EXCHANGE, OR ENCUMBRANCE OR REAL ESTATE FOR OR ON BEHALF OF THE ORGANIZATION; E) THE SALE, LEASE, EXCHANGE, OR ANY FORM OF DISPOSAL OF ANY CORPORATE ASSETS OTHER THAN REAL ESTATE, IN OTHER THAN THE USUAL AND REGULAR COURSE OF THE ORGANIZATION'S ACTIVITIES, EXCEPT AS SPECIFICALLY PROVIDED IN THE ORGANZIATION'S BYLAWS; F) THE PLEDGE, DEDICATION TO REPAYMENT OF INDEBTEDNESS, OR ANY OTHER FORM OF ENCUMBRANCE OF THE ORGANIZATION'S ASSETS, OTHER THAN REAL ESTATE, WHETHER OR NOT IN THE USUAL AND REGULAR COURSE OF THE ORGANIZATION'S ACTIVITIES; AND G) THE MERGER OR DISSOLUTION OF THE ORGANIZATION. ANY ACTIONS TAKEN BY THE BOARD OF DIRECTORS RELATED TO THE ABOVE DESCRIBED RESERVED POWERS OF THE MEMBERS REQUIRE WRITTEN APPROVAL OF THE MEMBERS. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b THE ORGANIZATION'S MANAGEMENT PERSONNEL AND BOARD OF DIRECTORS REVIEW A FINAL DRAFT OF THE FULL FORM 990, INCLUDING ALL APPLICABLE SCHEDULES, BEFORE IT IS FILED WITH THE IRS. Conflict of interest policy Form 990, Part VI, Section B, Line 12c EACH YEAR, EVERY BOARD MEMBER AND EMPLOYEE IS REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE. THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ASSISTANT DIRECTOR REVIEW THE DISCLOSURES FOR ANY POTENTIAL CONFLICTS OF INTEREST. IF AN ACTUAL CONFLICT IS DETERMINED TO EXIST, THE ORGANIZATION'S ATTORNEY ALSO REVIEWS THE DISCLOSURE. WHERE AN EMPLOYEE HAS A CONFLICT, THAT EMPLOYEE IS NOT ALLOWED TO APPROVE ANY RELATED EXPENDITURES. IF APPLICABLE, WORK MUST BE INSPECTED BY ANOTHER EMPLOYEE OF EQUAL OR GREATER RANK IN THE ORGANIZATION. IF A BOARD MEMBER HAS A CONFLICT, THE MEMBER IS REQUIRED NOT TO VOTE OR HAVE ANY INPUT ON ANYTHING RELATED TO THE STATED CONFLICT. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a THE ORGANIZATION TAKES PART IN THE SALARY SURVEY OF CATHOLIC CHARITIES AGENCIES. THE SURVEY COMPARES THE COMPENSATION OF ALL MANAGEMENT EMPLOYEES TO SALARIES OF SIMILARLY-SITUATED EMPLOYEES IN THE MIDWEST. THE ORGANIZATION'S BOARD OF DIRECTORS USES THE SALARY SURVEY OF CATHOLIC CHARITIES AGENCIES (2011 EDITION) TO REVIEW AND APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION. THE EXECUTIVE DIRECTOR'S COMPENSATION WAS LAST REVIEWED IN SEPTEMBER 2011 AND WAS DOCUMENTED IN THE BOARD MEETING MINUTES. PROCESS USED TO ESTABLISH COMPENSATION OF OTHER OFFICERS FORM 990, PART VI, LINE 15B THE ORGANIZATION TAKES PART IN THE SALARY SURVEY OF CATHOLIC CHARITIES AGENCIES. THE SURVEY COMPARES THE COMPENSATION OF ALL MANAGEMENT EMPLOYEES TO SALARIES OF SIMILARLY-SITUATED EMPLOYEES IN THE MIDWEST. THE ORGANIZATION'S EXECUTIVE DIRECTOR USES THE SALARY SURVEY OF CATHOLIC CHARITIES AGENCIES (2011 EDITION) TO DETERMINE THE COMPENSATION OF ALL OTHER EMPLOYEES. OTHER EMPLOYEES' COMPENSATION WAS LAST REVIEWED DURING OCTOBER 2011; HOWEVER, THE OPERATIONS DIRECTORS' COMPENSATION WAS NOT PART OF THIS REVIEW, AS HE WAS NO LONGER AN EMPLOYEE OF THE ORGANIZATION AT THIS TIME. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 THE ORGANIZATION'S ANNUAL REPORT IS PUBLISHED IN THE ORGANIZATION'S NEWSLETTER. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. Average hours worked per week for related organization Form 990, Part VII, Section A, Column B REV. CHRISTOPHER COX - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. REV. ANDREW NAZARETH - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. KATHY DENICE - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. JOSEPH RYAN - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. REV GLENN KOHRMAN - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. MSGR ROBERT C. SCHULTE - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. MOST REV. KEVIN C RHOADES - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. JACCI KAUFMAN - DEVOTES APPROXIMATELY 1 HOUR PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. MAUREEN MCALEAVEY - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. Other changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - -34469; DIOCESE OF FORT WAYNE-SOUTH BEND PO BOX 390 FORT WAYNE IN 46801 350876373 RELIGIOUS IN 501(C)(3) 1 NA false false false true false false false false false false true false false false false true true false false