CATHOLIC CHARITIES OF SANTA CLARA COUNTY: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC CHARITIES OF SANTA CLARA COUNTY (EIN 94-2762269)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-03
- IRS object ID
- 201110629349300116
- Schema version
- 2009v1.7
- 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 | 2011-03-03T19:00:27-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | 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 | 2009-07-01 | 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 | 2011-03-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RANDY PETERSON | Name |
| Phone | 4084941200 | Phone |
| Date Prepared | 2011-02-23 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 24658792 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c | X | Organization501c |
| Web Site | WWW.CCSJ.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 | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 435 | TotalNbrEmployees |
| Total Nbr Volunteers | 2913 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 23206719 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 22754151 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1035428 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1100287 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 196640 | InvestmentIncomePriorYear |
| Investment Income Current Year | 176238 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 91595 | OtherRevenuePriorYear |
| Other Revenue Current Year | 127940 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24530382 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24158616 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1659970 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2189477 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16788351 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15918332 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 837659 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4385912 | OtherExpensePriorYear |
| Other Expenses Current Year | 4681019 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22834233 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22788828 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1696149 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1369788 | RevenuesLessExpensesCY |
| Total Assets BOY | 19505076 | TotalAssetsBOY |
| Total Assets EOY | 21466191 | TotalAssetsEOY |
| Total Liabilities BOY | 2651431 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2498762 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16853645 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18967429 | NetAssetsOrFundBalancesEOY |
| 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 | 6098424 | Expense |
| Revenue | 33337 | Revenue |
| Description | Children Youth and Family Development Services improves literacy and strengthens families through CORAL after-school (Communities Organizing Resources to Advance Learning), Peer Health Education for new mothers and infants, First 5 early childhood development family strengthening services, and parenting education. Achievements include literacy levels increasing 1.2 grades within a school year for children below basic and far below basic English; parents with greater parenting skills; children and families connected with community resources and health care; friends outside. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5137905 | Expense |
| Revenue | 519041 | Revenue |
| Description | Economic Development Services increases the economic self-reliance of immigrants, refugees, people with mental illness, and working poor families and individuals through Immigrant Legal Services, Refugee Resettlement, Refugee Foster Care, Financial Education, Housing Search and Stabilization, Employment Services including Focus for Work for people in recovery from mental illness. Achievements include improved job readiness skills, increased incomes and assets through earned income tax credits, individual savings accounts, and wages; secure shared housing, jobs, and individuals and families safe from persecution and war. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5069844 | Expense |
| Revenue | 262329 | Revenue |
| Description | Behavioral Health Services helps individuals improve their mental health through out-patient therapy, medication support, case management, and crisis intervention for mental health and chemical dependency disorders for adults, children, older adults, individuals receiving public assistance through CALWorks, and chronically homeless individuals. The program also provides housing for chronically homeless individuals, and supportive services for residents of apartments owned and managed by Charities Housing Development Corporation. Achievements include improved behavioral health and drug and alcohol treatment outcomes, secure permanent supportive housing for chronically homeless individuals, and maintained housing for current residents of Charities Housing. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2715513 | Expense |
| Revenue | 267420 | Revenue |
| Description | COMMUNITY DEVELOPMENT AND ADVOCACY (CDA)CDA is comprised of six major program areas: Step Up Silicon Valley: the Campaign to Cut Poverty, parish/school partnerships and social ministry, social policy, handicapables, volunteer management, and donation station. 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. A major focus of this work is our Campaign to Cut Poverty. CAMPAIGN TO CUT POVERTY. Through the Step Up Silicon Valley we are leading 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.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 we provide 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 as a program of Catholic Charities for individuals with disabilities. It 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.OLDER ADULT SERVICESDAY BREAK RESPITE AND CAREGIVER SUPPORT SERVICES 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2715513 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 267420 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 19021686 | 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 |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 182 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 435 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | 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 (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ALEX HULL | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| DARLENE TENES | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| DEBBIE ROBINSON | |||||||
| Secretary | 3.00 | X | 0 | 0 | 0 | X | |
| 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 | ||
| 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 | ||
| BISHOP PJMCGRATH | |||||||
| CHAIRMAN | 3.00 | X | 0 | 0 | 0 | X | |
| NORMAN CARROLL | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| PATRICK J WAITE | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| PAUL F GENTZKOW | |||||||
| PRESIDENT | 3.00 | X | 0 | 0 | 0 | X | |
| RASHA HASANEEN | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| RAYMOND TRIPLETT | |||||||
| BOARD MEMBER | 3.00 | 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 J CROTTY | |||||||
| VICE PRESIDENT | 3.00 | X | 0 | 0 | 0 | X | |
| TIMOTHY O'DONNELL | |||||||
| BOARD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| Kevin DeNuccio | |||||||
| BoarD MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| Drew Haaser | |||||||
| Board MEMBER | 3.00 | X | 0 | 0 | 0 | ||
| GREGORY R KEPFERLE | |||||||
| CEO | 40.00 | 201983 | 0 | 22219 | X | ||
| MARGARET WILLIAMS | |||||||
| CAO/CFO & Treasurer | 40.00 | 128879 | 0 | 16220 | X | ||
| ALI ALKORAISHI | |||||||
| PSYCHIATRIST | 40.00 | 250720 | 0 | 13986 | X | ||
| SUSAN HARRIS | |||||||
| PSYCHIATRIST | 30.00 | 210006 | 0 | 22708 | X | ||
| MARY YOUNG | |||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | 117345 | 0 | 15338 | X | ||
| DEBORAH BAKER | |||||||
| DIRECTOR HUMAN RESOURCES | 40.00 | 108565 | 0 | 6504 | X | ||
| MARILOU CRISTINa | |||||||
| DIVISION DIRECTOR | 40.00 | 108734 | 0 | 12177 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1126232 | 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 | 128931 | FederatedCampaigns |
| Fundraising Events | 294845 | FundraisingEvents |
| Government Grants | 16249172 | GovernmentGrants |
| All Other Contributions | 6081203 | AllOtherContributions |
| Noncash Contributions | 317130 | NoncashContributions |
| Total Contributions | 22754151 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM SERVICE FEES | 900099 | 1082127 | 1082127 |
| membership dues | 900099 | 18160 | 18160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1100287 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 173939 | TotalRevenueColumn |
| Exclusion | $173,939 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 466306 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 464007 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2299 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2299 | TotalRevenueColumn |
| Exclusion | $2,299 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 32033 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 294845 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 36169 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4136 | TotalRevenueColumn |
| Exclusion | -$4,136 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| RENT FROM EXCESS SPACE | 900099 | 119494 | $119,494 | |
| CHANGE IN CSV of Ins P | 900099 | 7448 | 7448 | |
| Other Income | 900099 | 5134 | 5134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 132076 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24158616 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1112869 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $291,596 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2189477 | Total |
| Program Services | 2189477 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 375483 | Total |
| Program Services | 311651 | ProgramServices |
| Management And General | 48813 | ManagementAndGeneral |
| Fundraising | 15019 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12194495 | Total |
| Program Services | 10199419 | ProgramServices |
| Management And General | 1522790 | ManagementAndGeneral |
| Fundraising | 472286 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392504 | Total |
| Program Services | 325780 | ProgramServices |
| Management And General | 51025 | ManagementAndGeneral |
| Fundraising | 15699 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1630433 | Total |
| Program Services | 1493736 | ProgramServices |
| Management And General | 72029 | ManagementAndGeneral |
| Fundraising | 64668 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1325417 | Total |
| Program Services | 1140933 | ProgramServices |
| Management And General | 134491 | ManagementAndGeneral |
| Fundraising | 49993 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108386 | Total |
| Program Services | 13110 | ProgramServices |
| Management And General | 95276 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112565 | Total |
| Management And General | 112565 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 569027 | Total |
| Program Services | 334834 | ProgramServices |
| Management And General | 207714 | ManagementAndGeneral |
| Fundraising | 26479 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116403 | Total |
| Program Services | 60654 | ProgramServices |
| Management And General | 54824 | ManagementAndGeneral |
| Fundraising | 925 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1126509 | Total |
| Program Services | 868587 | ProgramServices |
| Management And General | 157084 | ManagementAndGeneral |
| Fundraising | 100838 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 442194 | Total |
| Program Services | 394271 | ProgramServices |
| Management And General | 36815 | ManagementAndGeneral |
| Fundraising | 11108 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 601853 | Total |
| Program Services | 523840 | ProgramServices |
| Management And General | 69356 | ManagementAndGeneral |
| Fundraising | 8657 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296173 | Total |
| Program Services | 279932 | ProgramServices |
| Management And General | 13538 | ManagementAndGeneral |
| Fundraising | 2703 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 251076 | Total |
| Program Services | 149228 | ProgramServices |
| Management And General | 62489 | ManagementAndGeneral |
| Fundraising | 39359 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9095 | Total |
| Management And General | 9095 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 427711 | Total |
| Program Services | 309941 | ProgramServices |
| Management And General | 101557 | ManagementAndGeneral |
| Fundraising | 16213 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193487 | Total |
| Program Services | 177257 | ProgramServices |
| Management And General | 13349 | ManagementAndGeneral |
| Fundraising | 2881 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| equipment-small purchas | 260546 | 202274 | 54421 | 3851 |
| miscellaneous | 105555 | 28000 | 74282 | 3273 |
| DUES | 44669 | 8951 | 34638 | 1080 |
| SUBSCRIPTIONS & PUBLICA | 15770 | 9811 | 3332 | 2627 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22788828 | Total |
| Program Services | 19021686 | ProgramServices |
| Management And General | 2929483 | ManagementAndGeneral |
| Fundraising | 837659 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 995409 | BOY |
| EOY | 1914900 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3728648 | BOY |
| EOY | 1820463 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3988579 | BOY |
| EOY | 3502825 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1207 | BOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 15290 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72860 | BOY |
| EOY | 57846 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10662229 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5912878 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4224452 | BOY |
| EOY | 4749351 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6158824 | BOY |
| EOY | 9065323 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335097 | BOY |
| EOY | 340193 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19505076 | BOY |
| EOY | 21466191 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2188920 | BOY |
| EOY | 2109482 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11156 | BOY |
| EOY | 11156 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 120885 | BOY |
| EOY | 80267 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330470 | BOY |
| EOY | 297857 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2651431 | BOY |
| EOY | 2498762 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9775209 | BOY |
| EOY | 11172228 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2928056 | BOY |
| EOY | 2544410 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4150380 | BOY |
| EOY | 5250791 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16853645 | BOY |
| EOY | 18967429 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19505076 | BOY |
| EOY | 21466191 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 16587128 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14202438 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21588453 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23206719 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22754151 | CurrentTaxYear |
| Total | 98338889 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16587128 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14202438 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21588453 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23206719 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22754151 | CurrentTaxYear |
| Total | 98338889 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1480588 | AmountsSubstContributorsTotal |
| Public Support Total170 | 96858301 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 193146 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 235960 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 206342 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 201880 | CurrentTaxYearMinus1Year |
| Current Tax Year | 173939 | CurrentTaxYear |
| Total | 1011267 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 174379 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 175803 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 158270 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 116433 | CurrentTaxYearMinus1Year |
| Current Tax Year | 132076 | CurrentTaxYear |
| Total | 756961 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 100107117 | TotalSupport |
| Gross Receipts From Admissions Etc | 5561002 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.96750 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93810 | 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 | 4150380 | BeginningOfYearBalance |
| Contributions | 1100411 | Contributions |
| Investment Earnings Or Losses | 100525 | InvestmentEarningsOrLosses |
| Other Expenditures | 74185 | OtherExpenditures |
| End Of Year Balance | 5277131 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 | 0.99000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01000 | 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 | 6778549 | OtherCostOrOtherBasis |
| Depreciation | 4430831 | Depreciation |
| Book Value | 2347718 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1742193 | OtherCostOrOtherBasis |
| Depreciation | 721603 | Depreciation |
| Book Value | 1020590 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 936460 | OtherCostOrOtherBasis |
| Depreciation | 736731 | Depreciation |
| Book Value | 199729 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 51270 | OtherCostOrOtherBasis |
| Depreciation | 23713 | Depreciation |
| Book Value | 27557 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4749351 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RETIREMENT RESERVES | $266,900 |
| ANNUITY/LIFE INC. OBLIGATIONS | $30,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 297857 | TotalOfAmounts |
| Total Revenue | 24158616 | TotalRevenue |
| Total Expenses | 22788828 | TotalExpenses |
| Excess Or Deficit For Year | 1369788 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 743996 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 743996 | TotalAdjustments |
| Excess Or Deficit Per FS | 2113784 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 24902612 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 743996 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 743996 | RevenueNotRptdF990 |
| Revenue Subtotal | 24158616 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24158616 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22788828 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22788828 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22788828 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | 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. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | On July 1, 2009, the Organization adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The Organization has analyzed tax positions taken for filing with the Internal Revenue Service and all state jurisdictions where it operates. The Organization believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse affect on the Organizations financial condition, results of operations or cash flows. Accordingly, the Organization has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at June 30, 2010. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 326878 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 294845 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 32033 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 6070 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 30099 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 326878 | GrossReceiptsTotal |
| Charitable Contributions Total | 294845 | CharitableContributionsTotal |
| Gross Revenue Total Events | 32033 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 6070 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 30099 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 36169 | DirectExpenseSummaryEvents |
| Net Income Summary | -4136 | 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 | 700 | 955510 |
| Other General Assistance | 90 | 92340 |
| Rental Assistance | 750 | 1141627 |
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 |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (3 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 | |||||||||||||
| 201983 | 0 | 0 | 0 | 0 | 0 | 10215 | 0 | 12004 | 0 | 224202 | 0 | 0 | 0 |
| ALI ALKORAISHI | |||||||||||||
| 250720 | 0 | 0 | 0 | 0 | 0 | 12452 | 0 | 1534 | 0 | 264706 | 0 | 0 | 0 |
| SUSAN HARRIS | |||||||||||||
| 210006 | 0 | 0 | 0 | 0 | 0 | 10897 | 0 | 11811 | 0 | 232714 | 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 | 71468 | 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 | 35000 | 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 | 148 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 67842 | 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 | 5354 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 149139 | 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 | 25295 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 55314 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATED VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | golf tournment | Description |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9835 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | ESTIMATED VALUE | MethodOfDeterminingRevenues |
| 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 (5 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. | |
| Form 990, Part VI, Section B, line 12c | 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 15 | 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 and documented in written employment contracts. 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 and documented in written employment contracts. | |
| Form 990, Part VI, Section C, line 19 | 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 page 11 part xi line 2c | 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 ORGANIZATION'S FINANCIAL STATEMENTS. THE AUDIT COMMITEE IS ALSO RESONSIBLE 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. | AUDIT OVERSIGHT |
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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Charities Housing (under same group exemption) | ||||||||
| 1400 PARKMOOR AVE | SAN JOSE | CA | 95126 | 770359848 | LOW INCOME HOUSING | CA | 501(C)3 | 7 |
| 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 | 170743 |
| Charities Housing (under same group exemption) | |
| B | 3843 |
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