CATHOLIC CHARITIES OF SANTA CLARA COUNTY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC CHARITIES OF SANTA CLARA COUNTY (EIN 94-2762269)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201231359349305043
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T15:29:22-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGER LEWIS ACCOUNTANCY CORP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 ALMADEN BLVD STE 600 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942762269 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC CHARITIES OF SANTA CLARA COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CATH | NameControl |
| Phone | 4084680100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2625 ZANKER ROAD | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951342107 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET WILLIAMS | Name |
| Title | CAO/CFO | Title |
| Phone | 4084680100 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RANDY PETERSON | Name |
| Phone | 4084941200 | Phone |
| Date Prepared | 2012-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARGARET WILLIAMS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2625 ZANKER ROAD | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951342107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28202392 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CATHOLICCHARITIESSCC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE SERVICES THAT STRENGTHEN COMMUNITY & SUSTAIN INDIVIDUALS & FAMILIES LIVING IN POVERTY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 583 | TotalNbrEmployees |
| Total Nbr Volunteers | 2831 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 22754151 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 25857303 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1100287 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1443094 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 176238 | InvestmentIncomePriorYear |
| Investment Income Current Year | 167193 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 127940 | OtherRevenuePriorYear |
| Other Revenue Current Year | 169462 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24158616 | TotalRevenuePriorYear |
| Total Revenue Current Year | 27637052 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2189477 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2643709 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15918332 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18661606 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 972927 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4681019 | OtherExpensePriorYear |
| Other Expenses Current Year | 6446038 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22788828 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27751353 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1369788 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -114301 | RevenuesLessExpensesCY |
| Total Assets BOY | 21466191 | TotalAssetsBOY |
| Total Assets EOY | 23113859 | TotalAssetsEOY |
| Total Liabilities BOY | 2498762 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2583352 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18967429 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20530507 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | CATHOLIC CHARITIES SERVES AND ADVOCATES FOR FAMILIES AND INDIVIDUALS IN NEED, ESPECIALLY THOSE IN POVERTY. ROOTED IN GOSPEL VALUES, CATHOLIC CHARITIES WORKS TO BUILD A JUST AND COMPASSIONATE COMMUNITY FOR PEOPLE OF ALL CULTURES AND BELIEFS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8257498 | Expense |
| Grants | 5277 | Grants |
| Revenue | 169706 | Revenue |
| Description | CHILDREN YOUTH AND FAMILY DEVELOPMENT SERVICES CORAL (COMMUNITIES ORGANIZING RESOURCES TO ADVANCE LEARNING) IS AN AFTER-SCHOOL PROGRAM FUNCTIONING AT OVER TWENTY SAN JOSE PUBLIC SCHOOLS. CORAL FOCUSES ON IMPROVING STUDENT ACHIEVEMENT THROUGH BALANCED LITERACY AND ENRICHMENT ACTIVITIES.FIRST 5 SANTA CLARA COUNTY PARTNERS WITH FAMILIES TO SUPPORT THE HEALTHY DEVELOPMENT OF THEIR CHILDREN AGES 0-5 YEARS. THE PROGRAM INCLUDES PARENTING WORKSHOPS PLUS COMMUNITY ENGAGEMENT AND EDUCATION ACTIVITIES. SEE SCHEDULE O FOR MORE INFORMATION.LEADERSHIP, ETHNIC, AND ACADEMIC PRIDE (LEAP) PROJECT IS AN AFTER-SCHOOL PROGRAM SUPPORTING YOUTH TO SUCCEED IN SCHOOL AND MAKE HEALTHY CHOICES WITH THEIR PEERS, THEIR FAMILIES AND IN THEIR COMMUNITY.SUCCESSFUL PARENTS' PROJECT, OFFERED IN VIETNAMESE AND SPANISH, HELPS PARENTS DEVELOP A STRONGER, HEALTHIER RELATIONSHIP WITH THEIR CHILDREN. WORKSHOPS TRAIN PARENTS TO COMMUNICATE EFFECTIVELY WITH THEIR CHILDREN AND SUPPORT THEIR CHILDRENS MENTAL, EMOTIONAL AND PHYSICAL GROWTH.RAISING A READER OFFERS A PRE-SCHOOL LITERACY PROGRAM FOR FAMILIES WITH CHILDREN 0-5 YEARS OF AGE. IT PROVIDES AGE-APPROPRIATE BOOKS IN ENGLISH AND SPANISH, BOOK BAGS, EARLY LITERACY TRAINING, AND SUPPORT SERVICES FOR DAYCARE PROVIDERS.PEER EDUCATORS PROVIDE PEER COUNSELING AND SUPPORT TO PREGNANT AND EARLY BREASTFEEDING MOTHERS USING THE PARENT EDUCATION MODEL TO IMPROVE BREASTFEEDING RATES IN THE VIETNAMESE AND LATINO COMMUNITIES.EL TORO YOUTH CENTER PROVIDES AFTERSCHOOL HOMEWORK ASSISTANCE, RECREATION, WELLNESS, AND ENRICHMENT ACTIVITIES TO LOW-INCOME YOUTH IN MORGAN HILL.FA'ATASI PROGRAM (FINDING AN ALTERNATIVE TOGETHER - ASSESSING AND SERVICING INDIVIDUALS) ASSISTS AT-RISK, GANG-PRONE YOUNG MEN TO DEVELOP CULTURAL SENSITIVITY AND SPIRITUAL AWARENESS. THE PROGRAM PROMOTES HEALTHY DECISION-MAKING THAT IMPROVES RELATIONSHIPS WITH PEERS, FAMILY AND THE COMMUNITY. INDIVIDUAL COUNSELING, SKILL BUILDING, AND GROUP ACTIVITIES ARE GEARED TO PERSONAL EMPOWERMENT AND SELF- IMPROVEMENT.INTERVENTION SERVICES PROVIDES GANG INTERVENTION SERVICES TO AT-RISK YOUTH. WORK WITH COMMUNITY PARTNERS TO CONDUCT ONGOING PREVENTION/INTERVENTION AND TRUANCY OUTREACH TO IDENTIFY YOUTH WHO EXHIBIT HIGH-RISK BEHAVIORS INCLUDING GANG INVOLVEMENT, CONFLICT/VIOLENCE, SCHOOL ABSENCE AND DROP OUT, SUBSTANCE ABUSE, AND OTHER NEGATIVE BEHAVIORS.KINSHIP RESOURCE CENTER PROVIDES COMPREHENSIVE SERVICES AND SUPPORT TO GRANDPARENTS AND OTHER RELATIVES WHO ARE RAISING THE FAMILYS CHILDREN. SERVICES INCLUDE CASE MANAGEMENT, HEALTH ASSESSMENTS, SUPPORT GROUPS, RESPITE CARE, RECREATION, INFORMATION AND REFERRAL, EDUCATION SEMINARS AND ASSISTANCE WITH LEGAL GUARDIANSHIP PACKETS, AS WELL AS AN INDEPENDENT LIVING PROGRAM FOR YOUTH MOVING OUT OF KINSHIP CARE.PROBATION SERVICES PROVIDES CASE MANAGEMENT TO YOUTH ON PROBATION TO PREVENT RE-ENGAGEMENT WITH THE CRIMINAL JUSTICE SYSTEM. THE SUMMIT LEAGUE TECH LAB PROVIDES AT-RISK YOUTH AND THEIR FAMILIES WITH INTRODUCTORY TOOLS TO HELP THEM DEVELOP TECHNICAL SKILLS ON WORD PROCESSING, INTERNET USAGE, SPREADSHEET, WEB DESIGN, GRAPHIC DESIGN, AND VIDEO PRODUCTION.WASHINGTON UNITED YOUTH CENTER (WUYC) OFFERS STRUCTURED AFTER SCHOOL PROGRAMMING AND A CARING ENVIRONMENT TO YOUTH AND THEIR FAMILIES: COUNSELING SUPPORT, RECREATION, GROUP EDUCATIONAL ACTIVITIES AND CULTURAL ENRICHMENT PROGRAMS. ALSO AVAILABLE ARE INFORMATION AND REFERRAL SERVICES FOR FAMILIES IN CRISIS AND LIVING IN POVERTY.YOUNG WOMEN'S AND MEN'S EMPOWERMENT PROJECT (YW/MEP) ARE PREVENTION PROGRAMS THAT TARGET TEEN PREGNANCY AND DATING VIOLENCE INCLUDING PEER EDUCATION AND MENTORING, SUPPORT GROUPS, CAREER AND EDUCATIONAL DEVELOPMENT WORKSHOPS, AND FAMILY/COMMUNITY WELLNESS EVENTS.JUSTICE EMPOWERMENT SERVICES OFFERS SERVICES TO ASSIST FAMILIES, YOUTH, PRISONERS, AND EX-PRISONERS TO OVERCOME THE IMMEDIATE AND LONG TERM EFFECTS OF INCARCERATION, ACTING AS A BRIDGE BETWEEN THOSE WHO SERVE THE COMMUNITY AT LARGE AND THE CRIMINAL JUSTICE SYSTEM.FRANKLIN-MCKINLEY CHILDREN'S INITIATIVETHE FRANKLIN-MCKINLEY CHILDREN'S INITIATIVE IS A PLACE-BASED ANTI-POVERTY STRATEGY FOCUSED ON HELPING EVERY CHILD IN THE NEIGHBORHOOD SUCCEED FROM CRADLE TO CAREER THROUGH CREATING A STRONG AND SAFE NEIGHBORHOOD, STRENGTHENING EDUCATIONAL OPPORTUNITIES, AND STRENGTHENING FAMILIES THROUGH A COMMUNITY-BASED COALITION. STEP UP SILICON VALLEY THROUGH STEP UP SILICON VALLEY THE ORGANIZATION LEADS A COALITION OF COMMUNITY-BASED ORGANIZATIONS, INTERFAITH ALLIES, GOVERNMENT REPRESENTATIVES, AND BUSINESS LEADERS WHO ARE WORKING TO CUT POVERTY IN HALF IN SANTA CLARA COUNTY BY 2020 THROUGH CREATING AWARENESS, ADVOCATING FOR POLICY CHANGES, AND INCUBATING SYSTEM CHANGING ALTERNATIVES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6355189 | Expense |
| Grants | 1300555 | Grants |
| Revenue | 280882 | Revenue |
| Description | BEHAVIORAL HEALTH SERVICESADULT MENTAL HEALTH - FULL SERVICE PARTNERSHIP-CRIMINAL JUSTICE AND INTEGRATION OF MENTALLY ILL PAROLEES SERVICES - COMBINES OUTPATIENT MENTAL HEALTH, CASE MANAGEMENT, MEDICATION SUPPORT, CRISIS INTERVENTION AND RECOVERY FROM BOTH MENTAL AND CHEMICAL DEPENDENCY DISORDERS FOR INDIVIDUALS AND FOR OTHER PERSONS ON PROBATION OR PAROLE WHO HAVE BEEN ORDERED BY THE COURT FOR TREATMENT.SEE SCHEDULE O FOR MORE INFORMATION.CALWORKS HEALTH ALLIANCE IS A MULTICULTURAL OUTPATIENT MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAM FOR CALWORKS PARTICIPANTS THAT HELPS IMPROVE PERSONAL AND FAMILY ISSUES THAT MAY KEEP THEM FROM FINDING ECONOMIC AND EMOTIONAL SELF SUFFICIENCY.CHILDREN AND FAMILY SERVICES OFFERS OUTPATIENT SERVICES FOR CHILDREN WHO ARE SERIOUSLY EMOTIONALLY DISTURBED AND THEIR FAMILIES. SERVICES INCLUDE PSYCHIATRIC EVALUATIONS, MEDICAL MONITORING, THERAPY, AND CASE MANAGEMENT AND FAMILY SUPPORT, INCLUDING SUPERVISED AND HOME VISITS. CHILDREN AGES 0-5 (FIRST FIVE) ARE INCLUDED IN THESE SERVICES.DESTINATION HOME ASSISTS CHRONICALLY HOMELESS PEOPLE WITH MENTAL ILLNESS, ADDICTION, OR BOTH DISORDERS, TO ACCESS COMMUNITY SERVICES AND HOUSING. THE TEAM PROVIDES CASE MANAGEMENT SERVICES AND COLLABORATES WITH MANY COMMUNITY MENTAL HEALTH, ALCOHOL, DRUG, HOUSING, JUDICIARY, AND HEALTH-RELATED PROGRAMS.OLDER ADULT SERVICES - OASIS, FULL SERVICE PARTNERSHIP-OLDER ADULTS AND COMPREHENSIVE MENTAL HEALTH SERVICES FOR OLDER ADULTS (GOLDEN GATEWAY) - PROVIDES CASE MANAGEMENT AND MENTAL HEALTH SERVICES, INCLUDING MEDICATION SUPPORT, TO OLDER ADULTS WHO ARE EXPERIENCING CHRONIC EMOTIONAL PROBLEMS. GOLDEN GATEWAY ALSO DEVELOPS SUPPORT GROUPS AND EDUCATES FAMILY MEMBERS AND COMMUNITY SERVICE PROVIDERS ABOUT HELPING OLDER ADULTS WITH MENTAL HEALTH CONDITIONS.SUPPORTIVE HOUSING SERVICES - AT CHDC PROVIDES REFERRALS AND CASE COORDINATION FOR RESIDENTS OF CHARITIES HOUSING DEVELOPMENT CORPORATION (CHDC) UNITS AS WELL AS LONG-TERM RENTAL ASSISTANCE AND CASE MANAGEMENT FOR CHRONICALLY HOMELESS INDIVIDUALS AND FAMILIES WITH DISABILITIES.SUPPORTIVE HOUSING SERVICES PROVIDES MENTAL HEALTH TREATMENT AND SUPPORTIVE HOUSING/CASE MANAGEMENT SERVICES FOR DISABLED AND CHRONICALLY HOMELESS INDIVIDUALS AND HOMELESS FAMILIES IN ORDER TO HELP THEM GAIN AND RETAIN HOUSING. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5297392 | Expense |
| Grants | 1337197 | Grants |
| Revenue | 570471 | Revenue |
| Description | ECONOMIC DEVELOPMENT SERVICESASYLEE PROGRAM PROVIDES CASH ASSISTANCE, MEDICAL COVERAGE, ENGLISH AS A SECOND LANGUAGE (ESL), COMPUTER TRAINING AND JOB PLACEMENT FOR PERSONS GRANTED POLITICAL ASYLUM.SEE SCHEDULE O FOR MORE INFORMATION.EMPLOYMENT SERVICES PROVIDES COMPREHENSIVE PRE-EMPLOYMENT (INCLUDING ENGLISH AS A SECOND LANGUAGE, COMPUTER CLASSES AND RETAIL VOCATIONAL TRAINING); EMPLOYMENT, JOB RETENTION, AND JOB UPGRADE SERVICES TO IMMIGRANTS, REFUGEES, AND LOW INCOME INDIVIDUALS. FOCUS FOR WORK PROVIDES INDIVIDUAL AND GROUP EMPLOYMENT PREPARATION SERVICES, JOB DEVELOPMENT SERVICES, AND POST-EMPLOYMENT SUPPORT FOR ADULTS DIAGNOSED WITH MENTAL ILLNESS.FINANCIAL EDUCATION SERVICES ENABLES CLIENTS TO ACQUIRE BASIC FINANCIAL LITERACY AND MOVE TOWARD ESTABLISHING ECONOMIC STABILITY THROUGH EFFECTIVE MONEY MANAGEMENT, AND BUDGETING. IT INCLUDES INDIVIDUAL DEVELOPMENT SAVINGS ACCOUNTS (IDA) AND FREE FINANCIAL EDUCATION PROGRAMS FOR LOW-INCOME INDIVIDUALS AND FAMILIES.FREE TAX PREPARATION PROVIDES FREE TAX PREPARATION SERVICES TO LOW-INCOME INDIVIDUALS AND FAMILIES AT VARIOUS SITES THROUGHOUT SANTA CLARA COUNTY.IMMIGRATION LEGAL SERVICES ARE FULLY ACCREDITED BY THE FEDERAL BOARD OF IMMIGRATION APPEALS TO PROVIDE PROFESSIONAL LEGAL CONSULTATIONS AND A FULL RANGE OF IMMIGRATION LEGAL SERVICES FOR LOW-INCOME PEOPLE THROUGHOUT SANTA CLARA COUNTY. SERVICES INCLUDE FAMILY VISAS, FIANC/E VISA, ADJUSTMENT OF STATUS, EMPLOYMENT AUTHORIZATION, RE-ENTRY PERMIT AND ADVANCE PAROLE, POLITICAL ASYLUM, SPECIAL IMMIGRANT JUVENILE, RELIGIOUS VISA, FAMILY UNITY, TEMPORARY PROTECTED STATUS (TPS), VIOLENCE AGAINST WOMEN'S ACT (VAWA), NICARAGUAN ADJUSTMENT AND CENTRAL AMERICAN RELIEF ACT (NACARA), INADMISSIBILITY WAIVERS, REMOVAL DEFENSE, REPRESENTATION, FREEDOM OF INFORMATION ACT REQUEST, CITIZENSHIP INFORMATION AND APPLICATIONS, PHOTOS AND FINGERPRINTING.SOUTH COUNTY CITIZENSHIP SERVICES OFFERS SLIDING SCALE CITIZENSHIP SERVICES IN GILROY, MORGAN HILL, AND SAN MARTIN. CITIZENSHIP SERVICES INCLUDE APPLICATION ASSISTANCE, INTERVIEW PREPARATION, LEGAL ASSISTANCE OR REFERRAL TO LEGAL ASSISTANCE. FREE SOUTH COUNTY CITIZENSHIP DAYS ARE HELD TWICE A YEAR.REFUGEE FOSTER CARE TRAINS AND SUPPORTS PERSONS WHO WANT TO BECOME FOSTER PARENTS. THE PROGRAM MATCHES UNACCOMPANIED REFUGEE MINORS FROM OVERSEAS WITH FOSTER FAMILIES IN SANTA CLARA COUNTY.REFUGEE RESETTLEMENT OFFERS SPONSORSHIP FROM REFUGEE CAMPS WORLDWIDE, FAMILY REUNIFICATION, CASE MANAGEMENT, CULTURAL ORIENTATION, EMPLOYMENT PREPARATION, JOB PLACEMENT, ENGLISH AS A SECOND LANGUAGE (ESL), AND COMPUTER TRAINING.HOUSING SEARCH AND STABILIZATION SERVICES LINKS HOME PROVIDERS WITH HOME SEEKERS, AND PROVIDES SAFE AND AFFORDABLE SHARED ACCOMMODATIONS FOR LOW-INCOME, SINGLE-PARENT FAMILIES, SENIORS, AND SINGLE ADULTS, AS WELL AS HOUSING CASE MANAGEMENT FOR FORMERLY HOMELESS AND LOW INCOME RESIDENTS IN SUBSIDIZED HOUSING. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3252804 | Expense |
| Grants | 680 | Grants |
| Revenue | 438961 | Revenue |
| Description | OLDER ADULT SERVICES DAY BREAK RESPITE AND CAREGIVER SUPPORT SERVICES PROGRAM SERVES CAREGIVERS AND THEIR DEPENDENT ELDERS. SERVICES INCLUDE A LICENSED ADULT DAY SUPPORT PROGRAM (RECREATION, HEALTH PROMOTION AND SOCIAL ACTIVITIES), IN-HOME RESPITE, CAREGIVER SUPPORT GROUPS, CAREGIVER EDUCATION AND ESCORTED TRANSPORTATION.DAY BREAK II ASIAN RESPITE AND CAREGIVER SUPPORT SERVICES IS AN ASIAN MODEL OF THE DAY BREAK PROGRAM. SERVICES INCLUDE A LICENSED ADULT DAY SUPPORT PROGRAM (RECREATION, HEALTH PROMOTION, AND SOCIAL ACTIVITIES), IN-HOME RESPITE, CAREGIVER SUPPORT GROUPS AND ESCORTED TRANSPORTATION. ALL SERVICES ARE ADAPTED TO THE CULTURAL AND LINGUISTIC NEEDS OF VIETNAMESE AND CHINESE CAREGIVERS AND THEIR DEPENDENT ELDERS. FRIENDLY VISITOR PROGRAM MATCHES VOLUNTEERS WITH ISOLATED SENIORS LIVING IN LONG TERM CARE FACILITIES IN SANTA CLARA COUNTY. LONG TERM CARE OMBUDSMAN PROGRAM ADVOCATES FOR FRAIL, CHRONICALLY ILL RESIDENTS IN ALL NURSING HOMES AND RESIDENTIAL CARE/ASSISTED LIVING FACILITIES IN SANTA CLARA COUNTY. THIS PROGRAM RESPONDS TO, INVESTIGATES, AND SEEKS FAIR RESOLUTION TO COMPLAINTS, INCLUDING ALLEGATIONS OF ELDER ABUSE AND VIOLATIONS OF RESIDENTS' RIGHTS. SENIOR NUTRITION PROGRAM OFFERS SOCIALIZATION AND HOT NUTRITIOUS MEALS FOR SENIORS (AGE 60 AND OVER) FIVE DAYS A WEEK AT THREE SITES IN SANTA CLARA COUNTY: EASTSIDE NEIGHBORHOOD CENTER, JOHN XXIII MULTI-SERVICE CENTER AND THE GILROY NUTRITION SITE. SENIOR PROGRAMS AT NEIGHBORHOOD CENTERS OFFERS EDUCATIONAL CLASSES, RECREATION AND WELLNESS ACTIVITIES FOR OLDER ADULTS IN A CULTURALLY RESPONSIVE ENVIRONMENT. SERVICES INCLUDE ENGLISH AS A SECOND LANGUAGE CLASSES, CITIZENSHIP, INFORMATION AND REFERRAL, HEALTH SCREENING AND MONITORING, WELLNESS EDUCATION, COMPUTER TRAINING, NOON MEAL, EXERCISES LIKE TAI CHI, DANCES, HEALTH EDUCATION, AND CULTURAL CELEBRATIONS AT JOHN XXIII AND EASTSIDE NEIGHBORHOOD CENTER.COMMUNITY DEVELOPMENT AND ADVOCACY (CDA)CDA IS COMPRISED OF SIX MAJOR PROGRAM AREAS: PARISH/SCHOOL PARTNERSHIPS. SOCIAL POLICY, HANDICAPABLES, VOLUNTEER MANAGEMENT, DONATION STATION, AND CALFRESH OUTREACH. WE WORK TO IMPROVE COMMUNITY CONDITIONS BY PARTNERING WITH LOCAL PARISHES, SCHOOLS AND OTHER COMMUNITY-BASED ORGANIZATIONS. THROUGH THESE PARTNERSHIPS, WE EMPOWER PEOPLE TO GET INVOLVED IN OUR COMMUNITY, FROM SERVING LUNCH TO NEEDY SENIORS TO ADVOCATING FOR KEY SOCIAL JUSTICE ISSUES. PARISH/SCHOOL PARTNERSHIPS SUPPORT PARISHES TO FULFILL THE CHURCH'S MISSION TO LIVE OUT GOSPEL VALUES AND CATHOLIC SOCIAL JUSTICE TEACHING IN COLLABORATION WITH OTHERS IN OUR COMMUNITY. WE EMPOWER PARISHIONERS AND STUDENTS TO RESPOND TO NEEDS IN A COMMUNAL, ORGANIZED, AND SUSTAINABLE WAY. SERVICES INCLUDE: EDUCATION FORUMS, WORKSHOPS, PRESENTATIONS, AND STEP UP SILICON VALLEY POVERTY SIMULATIONS. SOCIAL POLICY AND ADVOCACY PROVIDES SKILL BUILDING AND OPPORTUNITIES TO ADVOCATE ON ISSUES IN THE AREAS OF HOUSING, EDUCATION, HEALTH CARE, IMMIGRATION AND BUDGETS TO REDUCE POVERTY. THIS HAPPENS THROUGH EDUCATION, AWARENESS AND STRATEGIC ACTION AND PLACEMENT OF AGENCY STAFF AND VOLUNTEERS ON BOARDS, COMMISSIONS, AND COMMITTEES ACROSS THE COUNTY. OUR GOAL IS TO ENGAGE WITH LOCAL, STATE, AND FEDERAL GOVERNMENT OFFICIALS TO IMPLEMENT CHANGES IN REGULATION, LEGISLATION, AND FUNDING IN SUPPORT OF SYSTEMIC CHANGES TO HELP THE POOR BECOME MORE SELF-SUFFICIENT. HANDICAPABLES IS A PEER SUPPORT AND ENRICHMENT PROGRAM FOR SENIOR AND ADULT DISABLED INDIVIDUALS. VOLUNTEERS PROVIDE VOLUNTEER OPPORTUNITIES FOR GROUPS AS WELL AS INDIVIDUALS. THE GROUP ACTIVITIES ARE SUITABLE FOR YOUNG ADULTS, PARENT AND CHILD COMBINATIONS, YOUTH AND CHAPERONES, AND CORPORATE GROUPS. THE DAYS OF OPERATION ARE FLEXIBLE AND ARE ABLE TO ACCOMMODATE GROUPS WHO NEED TO VOLUNTEER ON SOME SATURDAYS. DONATION STATION ACCEPTS DONATIONS OF CLOTHING, TOYS, HOUSEHOLD ITEMS, AND GIFT CARDS AND DISTRIBUTES THOSE ITEMS TO REFUGEES, HOMELESS INDIVIDUALS, FAMILIES AND CHILDREN IN NEED.CALFRESH OUTREACH WORKS TO INCREASE THE NUMBER OF ELIGIBLE INDIVIDUALS RECEIVING PUBLIC FOOD BENEFITS THROUGH PROVIDING INFORMATION AND APPLICATION ASSISTANCE.PART III LINE 4D TOTALS: | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3252804 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 680 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 438961 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 23162883 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 196 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 583 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAGGIE P WILLIAMS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4083255110 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2625 ZANKER ROAD | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951342107 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| BISHOP PJMCGRATH | |||||||
| CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 | |
| DARLENE TENES | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| DAVID PASEK | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| DEBORAH VAN OLST | |||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | |
| DREW HAASER | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| FRANK BISCEGLIA | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| JIM CASHMAN | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| JOSEPH P MELEHAN | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| JUDY WATLAND | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| KEVIN DENUCCIO | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| MARIBEL R ANDONIAN | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| MARY SUE ALBANESE | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| MICHAEL YUTRZENKA | |||||||
| MEMBER-AT-LARGE | 3.00 | X | 0 | 0 | 0 | ||
| NORMAN CARROLL | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| PATRICK J WAITE | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| RAYMOND TRIPLETT | |||||||
| VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| REV BRENDAN MCGUIRE | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| ROBERT SERVENTI | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| THOMAS CROTTY | |||||||
| PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| TIMOTHY O'DONNELL | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| MICHAEL BLACH | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| FRANK BOITANO | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| GREGORY R KEPFERLE | |||||||
| CEO | 40.00 | X | 203981 | 0 | 22220 | ||
| MARGARET WILLIAMS | |||||||
| CAO/CFO & TREASURER | 40.00 | X | 134963 | 0 | 16220 | ||
| ALI ALKORAISHI | |||||||
| PSYCHIATRIST | 29.00 | 254311 | 0 | 13986 | X | ||
| DEBORAH BAKER | |||||||
| DIRECTOR HUMAN RESOURCES | 40.00 | 109984 | 0 | 6503 | X | ||
| MARILOU CRISTINA | |||||||
| DIVISION DIRECTOR | 40.00 | 109893 | 0 | 12177 | X | ||
| MARY YOUNG | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 122071 | 0 | 15338 | X | ||
| SUSAN HARRIS | |||||||
| PSYCHIATRIST | 29.00 | 210803 | 0 | 22708 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1146006 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 109152 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 103707 | FederatedCampaigns |
| Fundraising Events | 316304 | FundraisingEvents |
| Government Grants | 18709568 | GovernmentGrants |
| All Other Contributions | 6727724 | AllOtherContributions |
| Noncash Contributions | 1672707 | NoncashContributions |
| Total Contributions | 25857303 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM SERVICE FEES | 900099 | 1421027 | 1421027 |
| MEMBERSHIP DUES | 900099 | 22067 | 22067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1443094 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 168435 | TotalRevenueColumn |
| Exclusion | $168,435 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 510863 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 512105 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1242 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1242 | TotalRevenueColumn |
| Exclusion | -$1,242 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 36540 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 316304 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 53235 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -16695 | TotalRevenueColumn |
| Exclusion | -$16,695 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| RENT FROM EXCESS SPACE | 900099 | 169231 | $169,231 | |
| CHANGE IN CSV OF INS P | 900099 | 9558 | 9558 | |
| OTHER INCOME | 900099 | 7368 | 7368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 186157 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27637052 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1460020 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $319,729 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2643709 | Total |
| Program Services | 2643709 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394992 | Total |
| Program Services | 327843 | ProgramServices |
| Management And General | 51349 | ManagementAndGeneral |
| Fundraising | 15800 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14331856 | Total |
| Program Services | 11910021 | ProgramServices |
| Management And General | 1847270 | ManagementAndGeneral |
| Fundraising | 574565 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 573847 | Total |
| Program Services | 486097 | ProgramServices |
| Management And General | 66006 | ManagementAndGeneral |
| Fundraising | 21744 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1996294 | Total |
| Program Services | 1690413 | ProgramServices |
| Management And General | 230159 | ManagementAndGeneral |
| Fundraising | 75722 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1364617 | Total |
| Program Services | 1195197 | ProgramServices |
| Management And General | 112898 | ManagementAndGeneral |
| Fundraising | 56522 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185484 | Total |
| Management And General | 185484 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125877 | Total |
| Management And General | 125877 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1054366 | Total |
| Program Services | 791793 | ProgramServices |
| Management And General | 228841 | ManagementAndGeneral |
| Fundraising | 33732 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97057 | Total |
| Program Services | 72581 | ProgramServices |
| Management And General | 24326 | ManagementAndGeneral |
| Fundraising | 150 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 560052 | Total |
| Program Services | 229405 | ProgramServices |
| Management And General | 220892 | ManagementAndGeneral |
| Fundraising | 109755 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 684455 | Total |
| Program Services | 603356 | ProgramServices |
| Management And General | 66443 | ManagementAndGeneral |
| Fundraising | 14656 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319076 | Total |
| Program Services | 301918 | ProgramServices |
| Management And General | 12544 | ManagementAndGeneral |
| Fundraising | 4614 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277385 | Total |
| Program Services | 169640 | ProgramServices |
| Management And General | 83756 | ManagementAndGeneral |
| Fundraising | 23989 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50989 | Total |
| Management And General | 50989 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 479761 | Total |
| Program Services | 319494 | ProgramServices |
| Management And General | 141885 | ManagementAndGeneral |
| Fundraising | 18382 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234864 | Total |
| Program Services | 216173 | ProgramServices |
| Management And General | 14043 | ManagementAndGeneral |
| Fundraising | 4648 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DISTRIBUTED FOOD, CLOTH | 1192403 | 1192403 | ||
| PROGRAM SUPPLIES | 704643 | 704643 | ||
| SMALL EQUIP PURCHASES | 305466 | 229459 | 71019 | 4988 |
| MISCELLANEOUS | 101906 | 57486 | 42941 | 1479 |
| SUBSCRIPTIONS & PUBLICA | 72254 | 21252 | 38821 | 12181 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27751353 | Total |
| Program Services | 23162883 | ProgramServices |
| Management And General | 3615543 | ManagementAndGeneral |
| Fundraising | 972927 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1914900 | BOY |
| EOY | 1773348 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1820463 | BOY |
| EOY | 1191860 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3502825 | BOY |
| EOY | 3140099 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15290 | BOY |
| EOY | 40165 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57846 | BOY |
| EOY | 138089 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11322876 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6347232 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4749351 | BOY |
| EOY | 4975644 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61232 | BOY |
| EOY | 60573 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9004091 | BOY |
| EOY | 11493759 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340193 | BOY |
| EOY | 300322 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21466191 | BOY |
| EOY | 23113859 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2109482 | BOY |
| EOY | 2279487 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11156 | BOY |
| EOY | 16386 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80267 | BOY |
| EOY | 37002 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 297857 | BOY |
| EOY | 250477 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2498762 | BOY |
| EOY | 2583352 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11172228 | BOY |
| EOY | 11447260 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2544410 | BOY |
| EOY | 3122561 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5250791 | BOY |
| EOY | 5960686 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18967429 | BOY |
| EOY | 20530507 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21466191 | BOY |
| EOY | 23113859 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -114301 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1677379 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14202438 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21588453 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23206719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22754151 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25857303 | CurrentTaxYear |
| Total | 107609064 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14202438 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21588453 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23206719 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22754151 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25857303 | CurrentTaxYear |
| Total | 107609064 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 107609064 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 235960 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 206342 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 201880 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 173939 | CurrentTaxYearMinus1Year |
| Current Tax Year | 168435 | CurrentTaxYear |
| Total | 986556 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 175803 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 158270 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 116433 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 132076 | CurrentTaxYearMinus1Year |
| Current Tax Year | 186157 | CurrentTaxYear |
| Total | 768739 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 109364359 | TotalSupport |
| Gross Receipts From Admissions Etc | 5693936 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.98400 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96750 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5277131 | BeginningOfYearBalance |
| Contributions | 709895 | Contributions |
| Investment Earnings Or Losses | 1003230 | InvestmentEarningsOrLosses |
| Other Expenditures | 130754 | OtherExpenditures |
| End Of Year Balance | 6859502 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4150380 | BeginningOfYearBalance |
| Contributions | 1100411 | Contributions |
| Investment Earnings Or Losses | 100525 | InvestmentEarningsOrLosses |
| Other Expenditures | 74185 | OtherExpenditures |
| End Of Year Balance | 5277131 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2778194 | BeginningOfYearBalance |
| Contributions | 1372186 | Contributions |
| End Of Year Balance | 4150380 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.86900 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13100 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1153757 | OtherCostOrOtherBasis |
| Book Value | 1153757 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7117250 | OtherCostOrOtherBasis |
| Depreciation | 4703765 | Depreciation |
| Book Value | 2413485 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1608044 | OtherCostOrOtherBasis |
| Depreciation | 676677 | Depreciation |
| Book Value | 931367 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1157236 | OtherCostOrOtherBasis |
| Depreciation | 797681 | Depreciation |
| Book Value | 359555 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 286589 | OtherCostOrOtherBasis |
| Depreciation | 169109 | Depreciation |
| Book Value | 117480 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4975644 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CBIS CUIT BALANCED FUND | 6695230 | F |
| CBIS CUIT BALANCED FUND | 4798529 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 11493759 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RETIREMENT RESERVES | $217,471 |
| ANNUITY/LIFE INC. OBLIGATIONS | $33,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 250477 | TotalOfAmounts |
| Total Revenue | 27637052 | TotalRevenue |
| Total Expenses | 27751353 | TotalExpenses |
| Excess Or Deficit For Year | -114301 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1677379 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1677379 | TotalAdjustments |
| Excess Or Deficit Per FS | 1563078 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 29321806 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1677379 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 7375 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 1684754 | RevenueNotRptdF990 |
| Revenue Subtotal | 27637052 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 27637052 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 27758728 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 7375 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 7375 | ExpensesNotRptdF990 |
| Expenses Subtotal | 27751353 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 27751353 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | CATHOLIC CHARITIES ENDOWMENT CONSISTS OF 9 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION AND IS TAX-EXEMPT UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO A TAX ON INCOME FROM ANY UNRELATED BUSINESS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE 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 ORGANIZATIONS FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORMS 990) FOR YEARS ENDED JUNE 30, 2008 THROUGH 2010 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATIONS STATE RETURNS (FORMS 199) FOR THE YEARS ENDED JUNE 30, 2007 THROUGH 2010 COULD BE SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES, GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. |
| PART VII - INVESTMENTS - OTHER SECURITIES: WE HAVE CLASSIFIED THE ORGANIZATIONS INVESTMENT IN THE CATHOLIC UNITED INVESTMENT TRUST AS AN OTHER SECURITY, LINE 12 PART X TO BETTER REFLECT THE NATURE OF THIS INVESTMENT. THE CUIT IS AN INDEPENDENT NOT-FOR-PROFIT INVESTMENT TRUST ESTABLISHED BY CATHOLIC RELIGIOUS LEADERS WITH THE MISSION TO DEVELOP AND PROVIDE SECURE, RELIABLE EQUITY INVESTMENT PROGRAMS FOR CATHOLIC ORGANIZATIONS AND INSTITUTION. THE FUNDS STRATEGY IS TO INVEST IN BOTH STOCKS AND BONDS, MAINTAINING ON AVERAGE A 60% EQUITY AND 40% FIXED INCOME ALLOCATION. IN THE EQUITY PORTION OF THE PORTFOLIO, THE FUND INVESTS IN LARGE-CAPITALIZATION, HIGH-QUALITY COMPANIES THAT SELL AT REASONABLE PRICES RELATIVE TO THEIR FUTURE EARNINGS POTENTIAL. IN THE FIXED INCOME PORTION OF THE PORTFOLIO, THE FUND COMBINES ECONOMIC AND FUNDAMENTAL RESEARCH TO CAPTURE INEFFICIENCIES ACROSS THE YIELD CURVE AND IN THE VALUATION OF MARKET SECTORS AND SECURITIES. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 299031 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 268064 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 30967 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 42185 | FoodAndBeverageEvent1 |
| Name Of Event2 | BOCCE BALL | NameOfEvent2 |
| Gross Receipts Event2 | 53813 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 48240 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 5573 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 11050 | FoodAndBeverageEvent2 |
| Gross Receipts Total | 352844 | GrossReceiptsTotal |
| Charitable Contributions Total | 316304 | CharitableContributionsTotal |
| Gross Revenue Total Events | 36540 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 53235 | FoodAndBeverageTotalEvents |
| Direct Expense Summary Events | 53235 | DirectExpenseSummaryEvents |
| Net Income Summary | -16695 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| FINANCIAL ASSISTANCE | 590 | 885342 |
| OTHER GENERAL ASSISTANCE | 150 | 126702 |
| RENTAL ASSISTANCE | 950 | 1631665 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER INFORMATION: | Identifier |
| Return Reference | PART IV: | ReturnReference |
| Explanation | THE ORGANIZATION UTILIZES CASE MANAGERS TO MONITOR THE ASSISTANCE PROVIDED TO INDIVIDUALS AND TO ENSURE THAT THE RESOURCES PROVIDED APPROPRIATELY ADDRESS THE NEEDS OF THE INDIVIDUAL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREGORY R KEPFERLE | |||||||||||||
| 203981 | 0 | 0 | 0 | 0 | 0 | 10215 | 0 | 12005 | 0 | 226201 | 0 | 0 | 0 |
| MARGARET WILLIAMS | |||||||||||||
| 134963 | 0 | 0 | 0 | 0 | 0 | 6613 | 0 | 9607 | 0 | 151183 | 0 | 0 | 0 |
| ALI ALKORAISHI | |||||||||||||
| 254311 | 0 | 0 | 0 | 0 | 0 | 12452 | 0 | 1534 | 0 | 268297 | 0 | 0 | 0 |
| SUSAN HARRIS | |||||||||||||
| 210803 | 0 | 0 | 0 | 0 | 0 | 10897 | 0 | 11811 | 0 | 233511 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | AMY ANDONIAN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | MARRIED TO DIR SON | Relationship |
| Amount Of Transaction | 66481 | AmountOfTransaction |
| Description Of Transaction | EMPLOYMENT | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 186526 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATED VALUE | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 146 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 102373 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AUCTION PRICE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3684 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 143397 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PUBLISHED FV | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 620934 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1030752 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATED VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | FUNDRAISING | 5 | 4734 | ESTIMATED VALUE |
| X | PHONE SYSTEM | 1 | 204925 | ACTUAL RETAIL VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | LINE 9, SECURITIES - PUBLICLY TRADED, NUMBER OF SHARES IS LISTED; LINE 19, FOOD INVENTORY, NUMBER OF POUNDS IS LISTED. |
| THIRD PARTY USE: | PART I, LINE 32B: | VEHICLE DONATIONS: THE ORGANIZATION ACCEPTS DONATIONS OF VEHICLES. WHEN A DONOR CALLS, A TOWING COMPANY IS SENT TO PICKUP THE VEHICLE. VEHICLES THAT ARE NOT IN RUNNING CONDITION ARE TAKEN TO A JUNKYARD AND SOLD THERE. THE ORGANIZATION RECEIVES A CHECK DIRECTLY FROM THE JUNKYARD. VEHICLES IN RUNNING CONDITION ARE SOLD TO A LOCAL DEALERSHIP. THE ORGANIZATION RECEIVES A CHECK DIRECTLY FROM THE DEALERSHIP. THE ORGANIZATION DOES NOT USE ANY OF THE DONATED VEHICLES IN THEIR PROGRAMS. ALL DONATED VEHICLES ARE DISPOSED OF IMMEDIATELY. A FEE IS PAID TO THE TOWING COMPANY FOR THEIR SERVICES. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE PROCESS THE ORGANIZATION USES TO REVIEW 990: A DRAFT OF THE FORM 990 IS REVIEWED IN DETAIL BY THE CFO. AFTER ALL QUESTIONS HAVE BEEN RESOLVED, THE CFO PRESENTS THE DRAFT TO THE CEO & FINANCE COMMITTEE FOR REVIEW, COMMENT AND FINAL APPROVAL. ONCE ALL OF THE FINANCE COMMITTEE'S QUESTIONS HAVE BEEN RESOLVED, THE REVISED FORM IS PRESENTED TO THE FULL BOARD FOR APPROVAL. | |
| MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY: ANNUALLY IN JUNE, EACH BOARD MEMBER IS REQUIRED TO COMPLETE A QUESTIONNAIRE AND RETURN IT TO THE BOARD SECRETARY. THE SECRETARY REVIEWS THE FORMS TO VERIFY THAT ALL MEMBERS HAVE COMPLETED AND SIGNED THE FORM. ANY ISSUES NOTED ARE DISCUSSED WITH THE FULL BOARD AND THE APPROPRIATE RESOLUTION DOCUMENTED. | FORM 990, PART VI, SECTION B, LINE 12C | |
| CEO, CFO: THE EXECUTIVE BOARD COMMITTEE UTILIZES A VARIETY OF RESOURCES IN DETERMINING THE APPROPRIATE COMPENSATION FOR OFFICERS AND TOP MANAGEMENT, INCLUDING SALARY SURVEYS AND FORMS 990 FROM SIMILAR SIZED AND GEOGRAPHICALLY LOCATED AGENCIES. THE COMMITTEE ALSO CONSIDERS THE INDIVIDUALS SPECIFIC SKILLS AND THE NATURE OF THE INDIVIDUALS RESPONSIBILITIES. COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE. KEY EMPLOYEES: THE COMPENSATION COMMITTEE UTILIZES A VARIETY OF RESOURCES IN DETERMINING THE APPROPRIATE COMPENSATION FOR KEY EMPLOYEES, INCLUDING SALARY SURVEYS AND FORMS 990 FROM SIMILAR SIZED AND GEOGRAPHICALLY LOCATED AGENCIES. THE COMMITTEE ALSO CONSIDERS THE INDIVIDUALS SPECIFIC SKILLS AND THE NATURE OF THE INDIVIDUALS RESPONSIBILITIES. COMPENSATION IS APPROVED BY THE COMPENSATION COMMITTEE. | FORM 990, PART VI, SECTION B, LINE 15 | |
| DESCRIPTION OF HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC: THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC ON THEIR WEBSITE AND UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,677,379. | FORM 990, PART XI, LINE 5: |
| AUDIT OVERSIGHT | THE AUDIT COMMITTEE IS RESPONSIBLE FOR MAKING RECOMMENDATIONS TO THE BOARD REGARDING THE SELECTION AND RETENTION OF INDEPENDENT AUDITORS TO CONDUCT THE ANNUAL AUDIT OF THE ORGANIZATIONS FINANCIAL STATEMENTS. THE AUDIT COMMITEE IS ALSO RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT, CONFERING WITH THE AUDITOR REGARDING THE RESULTS OF THE AUDIT, APPROVAL OF THE AUDIT REPORT AND APPROVAL OF ANY NON-AUDIT SERVICES TO BE PROVIDED BY THE AUDIT FIRM. THIS PROCESS IS THE SAME AS IT WAS IN THE PRIOR YEAR. | FORM 990 PART XII LINE 2C |
| RECLASSIFICATION OF INVESTMENTS | WE HAVE CLASSIFIED THE ORGANIZATIONS INVESTMENT IN THE CATHOLIC UNITED INVESTMENT TRUST AS AN OTHER SECURITY, LINE 12 PART X TO BETTER REFLECT THE NATURE OF THIS INVESTMENT. THE CUIT IS AN INDEPENDENT NOT-FOR-PROFIT INVESTMENT TRUST ESTABLISHED BY CATHOLIC RELIGIOUS LEADERS WITH THE MISSION TO DEVELOP AND PROVIDE SECURE, RELIABLE EQUITY INVESTMENT PROGRAMS FOR CATHOLIC ORGANIZATIONS AND INSTITUTION. THE FUNDS STRATEGY IS TO INVEST IN BOTH STOCKS AND BONDS, MAINTAINING ON AVERAGE A 60% EQUITY AND 40% FIXED INCOME ALLOCATION. IN THE EQUITY PORTION OF THE PORTFOLIO, THE FUND INVESTS IN LARGE-CAPITALIZATION, HIGH-QUALITY COMPANIES THAT SELL AT REASONABLE PRICES RELATIVE TO THEIR FUTURE EARNINGS POTENTIAL. IN THE FIXED INCOME PORTION OF THE PORTFOLIO, THE FUND COMBINES ECONOMIC AND FUNDAMENTAL RESEARCH TO CAPTURE INEFFICIENCIES ACROSS THE YIELD CURVE AND IN THE VALUATION OF MARKET SECTORS AND SECURITIES. WE HAVE RECLASSIFIED THE PRIOR YEAR AMOUNTS TO BE CONSISTENT WITH THE CURRENT YEAR PRESENTATION. | PART X - BALANCE SHEET - OTHER INVESTMENTS: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| THE ROMAN CATHOLIC BISHOP OF SAN JOSE (UNDER SAME GRP EXEMPTN) | |||||||||
| 1150 NORTH 1ST STREET | SAN JOSE | CA | 95112 | 942734503 | CHURCH | CA | 501(C)3 | 1 | 0 |
| CHARITIES HOUSING (UNDER SAME GROUP EXEMPTION) | |||||||||
| 1400 PARKMOOR AVE | SAN JOSE | CA | 95126 | 770359848 | LOW INCOME HOUSING | CA | 501(C)3 | 7 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| THE ROMAN CATHOLIC BISHOP OF SAN JOSE (UNDER SAME GROUP EXEMPTION) | |
| L | 297625 |
| CHARITIES HOUSING (UNDER SAME GROUP EXEMPTION) | |
| B | 126000 |
Comments