2012-03-01T14:06:53-06:00 2011-06-30 CLIFTONLARSONALLEN LLP 220 SOUTH SIXTH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2010-07-01 411302487 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF ST PAUL AND MINNEAPOLIS CATH 6122048500 1200 SECOND AVENUE SOUTH MINNEAPOLIS MN 55403 BRENDA YOUNGER 6122048500 2012-03-01 1 XIAOYAN LUO 6123764500 2010 2016-02-24 21:20:13Z TIM MARX 1200 SECOND AVENUE SOUTH MINNEAPOLIS MN 55403 41168248 0 0928 X WWW.CCTWINCITIES.ORG X 1977 MN A SOCIAL SERVICE ORGANIZATION DEDICATED TO SERVING THOSE MOST IN NEED. 40 39 685 11000 0 0 15905177 15947617 20686712 23337031 -108211 1276498 96577 201577 36580255 40762723 1835791 2838505 0 0 22123023 22617155 135655 32879 1727812 12971304 13539255 37065773 39027794 -485518 1734929 56967119 62655680 16372178 15136883 40594941 47518797 X THE MISSION OF CATHOLIC CHARITIES IS TO SERVE THOSE MOST IN NEED. CATHOLIC CHARITIES HELPS INDIVIDUALS AND FAMILIES REACH THEIR FULL HUMAN POTENTIAL AS WE CALL FOR JUSTICE IN THE COMMUNITY. 1 0 15617134 2047861 10912724 HOUSING AND EMERGENCY SERVICES:THE HOUSING AND EMERGENCY SERVICES DIVISION PROVIDES A CONTINUUM OF HOUSING TO SUPPORT YOUTH, FAMILIES AND SINGLE ADULTS IN RAMSEY AND HENNEPIN COUNTIES. DURING THE YEAR ENDED JUNE 30, 2011, THE DIVISION SERVED MORE THAN 1,100 PEOPLE PER NIGHT AND MORE THAN 25,000 PEOPLE DURING THE YEAR. SERVICES PROVIDED INCLUDE FOOD SHELVES, MEALS, HYGIENE, SHELTER, BUS TOKENS, MEDICAL, PSYCHOLOGICAL AND CHEMICAL HEALTH SERVICES, AND JOB PLACEMENT SERVICES. 10507437 163192 9008445 CHILDREN'S SERVICES:THE CHILDREN'S SERVICES DIVISION ADDRESSES COMPLEX NEEDS THROUGH RESIDENTIAL AND DAY TREATMENT PROGRAMS, EMERGENCY SHELTER, RUNAWAY AND HOMELESS YOUTH PROGRAMS, EARLY CHILDHOOD AND OUT-OF-SCHOOL-TIME PROGRAMS, AND MEDICAL CARE AND COMMUNITY OUTREACH. DURING THE YEAR ENDED JUNE 30, 2011, THE DIVISION SERVED MORE THAN 3,000 CLIENTS BETWEEN THE AGES OF 0 TO 21 YEARS OLD. DURING THIS PERIOD THE DIVISION PROVIDED EMERGENCY SHELTER AND INTAKE SERVICES FOR MORE THAN 900 CHILDREN REMOVED FROM THEIR HOMES BY SOCIAL SERVICES IN HENNEPIN COUNTY. 5386156 580933 3389012 FAMILY SERVICES:THE FAMILY SERVICES DIVISION SERVES CLIENTS THROUGH ADOPTION, PRENATAL AND PARENTING, AGING, MIGRATION AND REFUGEE, AND HISPANIC OUTREACH AND COUNSELING SERVICES. THE DIVISION PROVIDES CULTURALLY SPECIFIC AND ACCESSIBLE SERVICES, INCLUDING TRANSLATION SERVICES TO PEOPLE WHO FACE FINANCIAL AND OTHER BARRIERS. DURING THE YEAR ENDED JUNE 30, 2011, THE DIVISION SERVED A TOTAL OF 6,500 CLIENTS. 538705 46519 26851 ADVOCACY:DURING THE YEAR ENDED JUNE 30, 2011, ADVOCACY FOCUSED ON PROTECTING STATE FUNDING FOR SAFETY NET PROGRAMS THAT PROVIDE BASIC SERVICES TO THE MOST VULNERABLE MEMBERS OF OUR STATE. ADVOCACY STAFF, AS PART OF A COALITION, ALSO WORKED TO ENSURE THAT THOSE ORGANIZATIONS HIRING EMPLOYEES TO BUILD AND IMPROVE THE INFRASTRUCTURE OF MINNESOTA INCLUDED DIVERSE POPULATIONS IN THEIR HIRING GOALS. EDUCATIONAL ACTIVITIES INCLUDED AN EMPHASIS ON IMMIGRATION REFORM AND THE DEVELOPMENT OF CIVIL CIVIC CONVERSATIONS ON CONTROVERSIAL ISSUES. 538705 46519 26851 32049432 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 493 0 1 685 1 0 0 0 0 0 0 0 0 0 0 X 40 39 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X BRENDA YOUNGER 6122048500 1200 SECOND AVENUE SOUTH MINNEAPOLIS MN 55403 TIM MARX 40.00 X X 0 0 0 PAUL MARTODAM 40.00 X X 183222 0 18562 MOST REV JOHN C NEINSTEDT 1.00 X X 0 0 0 DARRELL R TUKUA 1.00 X X 0 0 0 LAURA M NEWINSKI 1.00 X X 0 0 0 DAVID A ALBORNOZ 1.00 X 0 0 0 JAMES S ANDERSON 1.00 X 0 0 0 LISA M BRABBIT 1.00 X 0 0 0 RUSSELL E ANDREWS 1.00 X 0 0 0 TIMOTHY R BAER 1.00 X 0 0 0 PETER W CARTER 1.00 X 0 0 0 JOSEPH CAVANAUGH 1.00 X 0 0 0 JAN CONLIN 1.00 X 0 0 0 DOUGLAS C COOLEY 1.00 X 0 0 0 KATHLEEN M COONEY 1.00 X 0 0 0 IRIS H CORNELIUS PHD 1.00 X 0 0 0 JOHN W KELLY 1.00 X 0 0 0 CARLTON R CRONIN JR 1.00 X 0 0 0 ANN C DAYTON 1.00 X 0 0 0 RICHARD R ENGLER 1.00 X 0 0 0 SHEILA S FOLKESTAD 1.00 X 0 0 0 MARY WHITE FREY 1.00 X 0 0 0 JULIE M GEREND 1.00 X 0 0 0 PHILIP S GOLDMAN 1.00 X 0 0 0 JUDY L HALLETT 1.00 X 0 0 0 DELORES HENDERSON 1.00 X 0 0 0 JOSEPH C HOESLEY 1.00 X 0 0 0 THOMAS JOYCE 1.00 X 0 0 0 LAURA M KING 1.00 X 0 0 0 EDWARD J KOCOUREK 1.00 X 0 0 0 PAUL R KOLLITZ 1.00 X 0 0 0 REV PETER LAIRD 1.00 X 0 0 0 DIANE LIEMANDT-REIMANN 1.00 X 0 0 0 BRIDGET SPERL 1.00 X 0 0 0 DONAL L MULLIGAN 1.00 X 0 0 0 DR SAMUEL L MYERS JR 1.00 X 0 0 0 VIVIAN JENKINS NELSON 1.00 X 0 0 0 SCOTT J POLLEI 1.00 X 0 0 0 MARILYN J PORTER 1.00 X 0 0 0 DANIEL RILEY 1.00 X 0 0 0 MICHAEL R ROBLES 1.00 X 0 0 0 JAMES W ROCKWELL 1.00 X 0 0 0 KATE S ROEHL 1.00 X 0 0 0 COLLEEN C RYAN 1.00 X 0 0 0 KATHLEEN H SANBERG 1.00 X 0 0 0 RACHAEL M SCHERER CFA 1.00 X 0 0 0 JESSICA O SORENSON 1.00 X 0 0 0 DAVID R SPROSTY 1.00 X 0 0 0 MARK D VANGSGARD 1.00 X 0 0 0 THOMAS J WOESSNER 1.00 X 0 0 0 ROBERT SPINNER 40.00 X 24000 0 0 PATRICIA S WILDER 40.00 X 141262 0 10226 BRENDA YOUNGER 40.00 X 135682 0 11050 KATHLEEN KELLY 40.00 X 101034 0 15892 THERESA SARFF 40.00 X 112774 0 18730 TIMOTHY BENZ 40.00 X 119937 0 21471 817911 0 95931 6 0 1 0 T2 COMMERCIAL CLEANING LLC 3601 94TH AVE N BROOKLYN PARK MN 55443 JANITORIAL 406796 SALO LLC NW 6087 MINNEAPOLIS MN 554856087 CONSULTING 357309 RUSS REID 14384 COLLECTIONS CTR DR CHICAGO IL 60693 FUNDRAISING 219167 3 2059111 1517197 12371309 3241946 15947617 PROGRAM SERVICE REV 624100 22368443 22368443 HOUSING INCOME 531110 968588 968588 23337031 720960 720960 166113 62878 103235 103235 103235 858749 6542 284452 25301 574297 -18759 555538 555538 11450 32894 -21444 -21444 MISCELLANEOUS REVENUE 900099 119786 119786 119786 40762723 23337031 0 1478075 45500 45500 2793005 2793005 575191 152712 422479 17129834 14086424 2218984 824426 590408 579921 10487 2992996 2368538 443706 180752 1328726 1105748 162853 60125 40404 40404 87077 87077 32879 32879 27000 27000 2605893 2473910 109885 22098 516098 3077 84266 428755 545702 219507 294746 31449 885282 430365 439492 15425 2014415 1839863 108623 65929 241881 178325 59386 4170 157499 56710 93016 7773 99036 38497 60539 14840 14840 2522983 2082808 439860 315 93759 81726 9546 2487 FOOD 2618739 2618739 0 0 PROGRAM SUPPLIES 451340 451338 2 0 JANITORIAL/MAINTENANCE 239691 231062 8529 100 MEMBERSHIP DUES 117357 64988 47974 4395 BAD DEBT EXPENSE 83890 83890 0 0 176369 62779 66856 46734 39027794 32049432 5250550 1727812 287393 9446 5440821 3955503 1226243 1626568 2449678 3245413 539076 785017 43756676 26059857 17666248 17696819 26200810 31715175 3156850 3516489 0 105250 56967119 62655680 4279110 4153705 170162 104454 2910000 2509018 5618910 6503888 5259814 16372178 15136883 X 27421329 34050521 7499726 7648567 5673886 5819709 40594941 47518797 56967119 62655680 X 1734929 5188927 X 0 1 1 X 1 1 X 16484536 17589336 17332088 15905177 15947617 83258754 16484536 17589336 17332088 15905177 15947617 83258754 83258754 367629 463865 815336 545440 887073 3079343 418385 193197 102693 115339 119786 949400 87287497 98854385 0.95380 0.96160 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 1 1 0 1 6936 1 2100 0 1 1188 1 5425 0 15649 0 PART IV, SUPPLEMENTAL INFORMATION: CATHOLIC CHARITIES PARTICIPATED IN LOBBYING EFFORTS THAT INCLUDED EMAIL ACTION ALERTS ABOUT THE BUDGET, THE PROVISION OF MEDICAL AND GENERAL ASSISTANCE GRANTS AND CONTINUED FUNDING FOR HOUSING AND EMERGENCY SERVICES. WE ALSO PROVIDED BRIEFINGS ON OUR LEGISLATIVE PRIORITIES AND MET WITH LEGISLATORS AND THE MINNESOTA DEPARTMENT OF HUMAN SERVICES TO INFORM THEM ABOUT THE IMPACT POTENTIAL BILLS WOULD HAVE ON THE CLIENTS WE SERVE. OTHER LOBBYING EFFORTS INCLUDED MONITORING THE 2011 STATE GOVERNMENT SHUTDOWN AND THE LEGAL RULINGS RELATED TO THE SHUTDOWN. THOSE RULINGS INCLUDED DEFINITIONS OF CRITICAL SERVICES; RULINGS THAT DETERMINED WHICH PROGRAMS AT CATHOLIC CHARITIES WOULD CONTINUE TO RECEIVE GOVERNMENT FUNDING DURING THE SHUTDOWN. 4300094 67163 586871 99809 4854319 3959773 70387 356892 86958 4300094 4398252 100000 -294757 243722 3959773 0.00000 1.00000 0.00000 1 0 2560379 2560379 33213660 20213590 13000070 1338446 1122264 216182 6644191 4724003 1920188 17696819 CASH SURRENDER VALUE OF LIFE INSURANCE 160958 F PARTNERSHIPS 33273 F INTEREST IN SPLIT INTEREST AGREEMENTS 3322258 F 3516489 OBLIGATIONS OF SPLIT-INTEREST AGREEMENTS 3257701 ACCRUED PENSION LIABILITY 1893059 ASSET RETIREMENT OBLIGATION 109054 5259814 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION HAS ADOPTED AN ENDOWMENT INVESTMENT POLICY INTENDED TO MAINTAIN THE PURCHASING POWER OF THE CURRENT ASSETS AND ALL FUTURE CONTRIBUTIONS, MAXIMIZE RETURN WITHIN REASONABLE AND PRUDENT LEVELS OF RISK AND MAINTAIN AN APPROPRIATE ASSET ALLOCATION, BASED ON A TOTAL RETURN POLICY THAT IS COMPATIBLE WITH A FLEXIBLE SPENDING POLICY. TO ACHIEVE THESE OBJECTIVES, THE ORGANIZATION FOLLOWS AN ASSET DIVERSIFICATION PLAN, SETS PERFORMANCE BENCHMARKS FOR INVESTMENT MANAGERS AND HAS ESTABLISHED VARIOUS ASSET QUALITY AND LIMITATIONS THRESHOLDS. THE ORGANIZATION HAS AN ANNUAL DISTRIBUTION POLICY THAT ALLOWS FOR DISTRIBUTIONS EQUAL TO 5% OF A 60-MONTH ROLLING AVERAGE OF THE ENDOWMENT FUND BALANCE AS MEASURED ON MARCH 31 OF EACH YEAR. IN ESTABLISHING THIS POLICY, THE ORGANIZATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. IT IS INTENDED THAT THE DISTRIBUTIONS WILL NOT REDUCE THE VALUE OF THE ENDOWMENT BELOW DONOR CONTRIBUTIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS A PUBLIC CHARITY UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY THE DONORS ARE TAX DEDUCTIBLE. CCSPM-I, LLC IS A DISREGARDED ENTITY FOR INCOME TAX PURPOSES. THE ORGANIZATION HAS NO CURRENT OBLIGATION FOR UNRELATED BUSINESS INCOME TAX. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE POTENTIALLY OPEN FOR EXAMINATIONS FOR THE YEARS 2007-2010. X X X X X X 1 RUSS REID TWO N LAKE AVE 600 PASADENA CA 91101 DIRECT MAIL SOLICITATION/ACQUISITION 0 693274 308249 385025 ARIA COMMUNICATIONS 717 W SAINT GERMAIN ST SAINT CLOUD MN 56301 TELE-FUNDRAISING/NOTE CARD SOLICITATION 0 126445 37469 88976 819719 345718 474001 MN 1 CITIZENS LEAGUE 555 N WABASHA ST 240 SAINT PAUL MN 55102 410722696 501(C)(3) 10000 N/A N/A STAFF SALARIES TO SUPPORT ORGANIZING AND LEADERSHIP DEVELOPMENT. CROSSING BARRIERS 450 N SYNDICATE ST SAINT PAUL MN 55104 753210606 501(C)(3) 16500 N/A N/A STAFF SALARIES TO SUPPORT ORGANIZING AND LEADERSHIP DEVELOPMENT. ST STEPHEN'S HUMAN SERVICES 2211 CLINTON AVE S MINNEAPOLIS MN 55404 010639118 501(C)(3) 16500 N/A N/A STAFF SALARIES TO SUPPORT ORGANIZING AND LEADERSHIP DEVELOPMENT. HOPE COMMUNITY INC 611 E FRANKLIN AVE MINNEAPOLIS MN 55404 411292817 501(C)(3) 10000 N/A N/A STAFF SALARIES TO SUPPORT ORGANIZING AND LEADERSHIP DEVELOPMENT. RETURNED GRANT FUNDS -7500 RETURNED GRANT FUNDS 4 0 SPECIFIC ASSISTANCE TO INDIVIDUALS 34500 2793005 N/A N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE GRANTS REPORTED ARE "PASS-THROUGH" FUNDS AND ARE NOT DONOR CONTRIBUTIONS. CATHOLIC CHARITIES REQUIRES SEMI-ANNUAL AND ANNUAL REPORTING FROM RECIPIENT ORGANIZATIONS. X X X 0 0 0 0 0 0 0 0 0 PAUL MARTODAM 183222 0 0 0 0 0 0 0 18562 0 201784 0 0 0 PATRICIA S WILDER 141262 0 0 0 0 0 7742 0 2484 0 151488 0 0 0 X 4834 ESTIMATED VALUE X 184408 ESTIMATED VALUE X 70 382203 STOCK MARKET QUOTES X 1268 2634127 PER POUND/PER SITTING X EQUIPMENT 2 3002 ESTIMATED VALUE X GIFT CARDS 25 13000 FACE VALUE X GAME/EVENT TICKETS 33 17473 FACE VALUE X MISCELLANEOUS 13 2899 ESTIMATED VALUE 0 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE ORGANIZATION USES AN INVESTMENT BROKER TO PROCESS AND SELL DONATED SECURITIES. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 THE FAMILY SERVICES DIVISION BEGAN PROVIDING SERVICES TO VICTIMS OF HUMAN TRAFFICKING, WHICH INCLUDES FORCED LABOR AND PROSTITUTION. THE SERVICES INCLUDE PROVIDING COMMUNITY EDUCATION ABOUT THE CHALLENGES OF HUMAN TRAFFICKING AS WELL AS PROVIDING RECOVERY SERVICES TO IDENTIFIED VICTIMS OF TRAFFICKING. THE CHILDREN'S SERVICES DIVISION DISCONTINUED ITS HOMELESS YOUTH STREET OUTREACH PROGRAM AND FOCUSED ITS ATTENTION ON TARGETING YOUTH AT RISK OF HOMELESSNESS IN AREA SCHOOLS. NORTHSIDE CHILD DEVELOPMENT CENTER INTENSIFIED ITS RELATIONSHIP WITH THE BABY SPACE PROGRAM TO CONTINUE TO FOCUS ON PROVIDING SERVICES ACCORDING TO THE INDUSTRY'S BEST PRACTICES. THE HOUSING AND EMERGENCY SERVICES DIVISION BROKE GROUND ON ITS HIGHER GROUND BUILDING PROJECT (FORMALLY KNOWN AS MSGR. J. JEROME BOXLEITNER PLACE), WHICH IS A SEVEN-STORY BUILDING WITH 251 SHELTER SPACES AND 85 PERMANENT SUPPORTIVE HOUSING UNITS. THE FAMILY SERVICE CENTER ADDED 10 SHELTER BEDS FOR FAMILIES. THE HOUSING FIRST TEAM RECEIVED FUNDING TO ADD FOUR STAFF TO PLACE 60 LONG-TERM HOMELESS INDIVIDUALS FROM SHELTER INTO HOUSING. WORKFORCE DEVELOPMENT LAUNCHED A COLLABORATION WITH FIVE OTHER EMPLOYMENT PROVIDERS AND IMPLEMENTED A CULINARY SKILLS TRAINING PROGRAM. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE FOLLOWING INDIVIDUALS: THE BOARD CHAIR, THE CHAIR OF ALL STANDING BOARD COMMITTEES (EXCEPT THE AUDIT COMMITTEE), TWO AT-LARGE MEMBERS ELECTED BY THE BOARD FROM BOARD MEMBERSHIP, THE CHIEF EXECUTIVE OFFICER AND WHEN APPLICABLE, THE BOARD CHAIR-ELECT. THE EXECUTIVE COMMITTEE HAS FULL AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF CATHOLIC CHARITIES BETWEEN MEETINGS OF THE FULL BOARD. HOWEVER, THE EXECUTIVE COMMITTEE SHALL BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD AND SHALL REPORT TO THE BOARD REGARDING EXECUTIVE COMMITTEE ACTIONS UNDERTAKEN BETWEEN BOARD MEETINGS. THERE ARE CERTAIN POWERS OUTLINED IN CATHOLIC CHARITIES BYLAWS THAT ARE RESERVED FOR THE FULL BOARD AND NOT DELEGATED TO THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11 THE INFORMATION IS PROVIDED TO THE AGENCY'S AUDIT FIRM TO COMPILE. THE COMPLETED DRAFT IS RETURNED TO MANAGEMENT FOR REVIEW. PRIOR TO FINAL APPROVAL, MEMBERS OF THE FINANCE AND ADMINISTRATION COMMITTEE, AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE OF THE BOARD REVIEW THE DRAFT. THE REPORT IS ALSO MADE AVAILABLE TO EACH BOARD MEMBER FOR REVIEW AND COMMENT. AFTER COMMITTEES HAVE COMPLETED A REVIEW AND THE REPORT HAS BEEN MADE AVAILABLE FOR BOARD MEMBERS TO REVIEW, THE FINAL FORM 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS SIGNS THE "CONFLICT OF INTEREST" POLICY ANNUALLY. WHEN A CONFLICT EXISTS, THE CEO NOTIFIES THE BOARD CHAIR. THE CEO AND BOARD CHAIR DETERMINE WHETHER A CONFLICT EXISTS AND BRING THE DECISION TO THE BOARD. THE BOARD MAY OVERRULE AND VOTE ON THE MATTER (MEMBER WITH THE CONFLICT DOES NOT VOTE). LEGAL COUNSEL MAY BE CONSULTED IF APPROPRIATE. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE WAGE RANGE FOR THE CEO POSITION AND ALL POSITIONS AT CATHOLIC CHARITIES ARE REVIEWED ON AN ANNUAL BASIS AND COMPARED TO EXTERNAL MARKET DATA. THE CHAIR OF THE BOARD COORDINATES THE EVALUATION PROCESS FOR THE CEO. THE PROCESS INCLUDES THE CEO AND VICE PRESIDENTS DEVELOPING ANNUAL GOALS. A MODIFIED 360 FEEDBACK PROCESS IS USED TO GATHER INFORMATION FROM VARIOUS STAKEHOLDERS (E.G., EXECUTIVE AND OTHER STAFF, PEERS, DIRECT REPORTS, BOARD MEMBERS AND COMMUNITY LEADERS). FEEDBACK DATA IS SUMMARIZED AND PRESENTED BOTH VERBALLY AND IN WRITING. THE FINAL EVALUATION IS BASED ON FEEDBACK, PERSONAL AND AGENCY GOAL ACHIEVEMENT AND FINANCIAL PERFORMANCE. SALARY ADJUSTMENTS ARE MADE IN LIGHT OF THE AGENCY COMPENSATION SYSTEM STRUCTURE. THIS PROCESS WAS LAST USED IN 2011 FOR THE CEO. THE WAGE RANGE FOR ALL POSITIONS AT CATHOLIC CHARITIES ARE REVIEWED ON AN ANNUAL BASIS AND COMPARED TO EXTERNAL MARKET DATA. THIS PROCESS WAS LAST USED IN 2011 FOR THE CORPORATE SECRETARY/EXECUTIVE VP OF OPERATIONS, CORPORATE TREASURER/VP OF FINANCE & ADMINISTRATION, DIRECTOR OF CORPORATE & FOUNDATION RELATIONS, DIRECTOR OF IT, AND VP OF COMMUNICATIONS & DEVELOPMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY NOR ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 4,075,195. CHANGE IN INTEREST IN SPLIT INTEREST AGREEMENTS -348,575. CHANGE IN MINIMUM PENSION LIABILITY 1,462,307. TOTAL TO FORM 990, PART XI, LINE 5: 5,188,927. CCSPM-I LLC 1200 SECOND AVE S MINNEAPOLIS MN 55403 411302487 INACTIVE MN 0 0 N/A VISITATION PLACE LIMITED PARTNERSHIP 1200 SECOND AVE S MINNEAPOLIS MN 55403 200306500 RENTAL MN N/A INVESTMENT -12 783862 0 1 0.00010 0 1 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0