2011-03-03T19:00:27-06:00 2010-06-30 BERGER LEWIS ACCOUNTANCY CORP 55 ALMADEN BLVD STE 600 SAN JOSE CA 95113 990 2009-07-01 942762269 CATHOLIC CHARITIES OF SANTA CLARA COUNTY CATH 4084680100 2625 ZANKER ROAD SAN JOSE CA 951342107 Margaret Williams 4084680100 2011-03-02 1 RANDY PETERSON 4084941200 2011-02-23 2009 2016-02-24 21:20:13Z MARGARET WILLIAMS 2625 ZANKER ROAD SAN JOSE CA 951342107 24658792 0 0928 X WWW.CCSJ.ORG X 1981 CA PROVIDE SERVICES THAT STRENGTHEN COMMUNITY & SUSTAIN INDIVIDUALS & FAMILIES LIVING IN POVERTY. 21 21 435 2913 0 0 23206719 22754151 1035428 1100287 196640 176238 91595 127940 24530382 24158616 1659970 2189477 0 16788351 15918332 0 837659 4385912 4681019 22834233 22788828 1696149 1369788 19505076 21466191 2651431 2498762 16853645 18967429 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. 0 0 6098424 33337 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. 5137905 519041 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. 5069844 262329 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. 2715513 267420 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. 2715513 267420 19021686 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 182 0 435 1 0 0 0 0 0 0 0 0 0 1 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X MAGGIE P WILLIAMS 4083255110 2625 ZANKER ROAD SAN JOSE CA 951342107 ALEX HULL 3.00 X 0 0 0 DARLENE TENES 3.00 X 0 0 0 DEBBIE ROBINSON 3.00 X X 0 0 0 FRANK BISCEGLIA 3.00 X 0 0 0 JIM CASHMAN 3.00 X 0 0 0 JOSEPH P MELEHAN 3.00 X 0 0 0 MARIBEL R ANDONIAN 3.00 X 0 0 0 MARY SUE ALBANESE 3.00 X 0 0 0 MICHAEL YUTRZENKA 3.00 X 0 0 0 BISHOP PJMCGRATH 3.00 X X 0 0 0 NORMAN CARROLL 3.00 X 0 0 0 PATRICK J WAITE 3.00 X 0 0 0 PAUL F GENTZKOW 3.00 X X 0 0 0 RASHA HASANEEN 3.00 X 0 0 0 RAYMOND TRIPLETT 3.00 X 0 0 0 REV BRENDAN MCGUIRE 3.00 X 0 0 0 ROBERT SERVENTI 3.00 X 0 0 0 THOMAS J CROTTY 3.00 X X 0 0 0 TIMOTHY O'DONNELL 3.00 X 0 0 0 Kevin DeNuccio 3.00 X 0 0 0 Drew Haaser 3.00 X 0 0 0 GREGORY R KEPFERLE 40.00 X 201983 0 22219 MARGARET WILLIAMS 40.00 X 128879 0 16220 ALI ALKORAISHI 40.00 X 250720 0 13986 SUSAN HARRIS 30.00 X 210006 0 22708 MARY YOUNG 40.00 X 117345 0 15338 DEBORAH BAKER 40.00 X 108565 0 6504 MARILOU CRISTINa 40.00 X 108734 0 12177 1126232 0 109152 7 0 1 0 0 128931 294845 16249172 6081203 317130 22754151 PROGRAM SERVICE FEES 900099 1082127 1082127 membership dues 900099 18160 18160 1100287 173939 173939 466306 464007 2299 2299 2299 32033 294845 36169 -4136 -4136 RENT FROM EXCESS SPACE 900099 119494 119494 CHANGE IN CSV of Ins P 900099 7448 7448 Other Income 900099 5134 5134 132076 24158616 1112869 0 291596 2189477 2189477 375483 311651 48813 15019 12194495 10199419 1522790 472286 392504 325780 51025 15699 1630433 1493736 72029 64668 1325417 1140933 134491 49993 108386 13110 95276 112565 112565 569027 334834 207714 26479 116403 60654 54824 925 1126509 868587 157084 100838 442194 394271 36815 11108 601853 523840 69356 8657 296173 279932 13538 2703 251076 149228 62489 39359 9095 9095 427711 309941 101557 16213 193487 177257 13349 2881 equipment-small purchas 260546 202274 54421 3851 miscellaneous 105555 28000 74282 3273 DUES 44669 8951 34638 1080 SUBSCRIPTIONS & PUBLICA 15770 9811 3332 2627 22788828 19021686 2929483 837659 995409 1914900 3728648 1820463 3988579 3502825 1207 15290 72860 57846 10662229 5912878 4224452 4749351 6158824 9065323 335097 340193 19505076 21466191 2188920 2109482 11156 11156 120885 80267 330470 297857 2651431 2498762 X 9775209 11172228 2928056 2544410 4150380 5250791 16853645 18967429 19505076 21466191 X 0 1 1 X 1 1 X 16587128 14202438 21588453 23206719 22754151 98338889 16587128 14202438 21588453 23206719 22754151 98338889 1480588 96858301 193146 235960 206342 201880 173939 1011267 174379 175803 158270 116433 132076 756961 100107117 5561002 0.96750 0.93810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4150380 1100411 100525 74185 5277131 2778194 1372186 4150380 0.99000 0.01000 0 0 1153757 1153757 6778549 4430831 2347718 1742193 721603 1020590 936460 736731 199729 51270 23713 27557 4749351 RETIREMENT RESERVES 266900 ANNUITY/LIFE INC. OBLIGATIONS 30957 297857 24158616 22788828 1369788 743996 743996 2113784 24902612 743996 743996 24158616 0 24158616 22788828 0 22788828 0 22788828 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. GOLF TOURNAMENT 326878 294845 32033 6070 30099 326878 294845 32033 6070 30099 36169 -4136 1 Financial Assistance 700 955510 Other General Assistance 90 92340 Rental Assistance 750 1141627 Other Information: Part IV: 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. X X X X 0 0 0 0 0 0 0 0 0 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 AMY ANDONIAn MARRIED TO DIR SON 71468 EMPLOYMENT 0 X 35000 ESTIMATED VALUE X 148 67842 Auction Price X 5354 149139 published FV X 25295 55314 ESTIMATED VALUE X golf tournment 15 9835 ESTIMATED VALUE 0 1 1 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. 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 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 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. 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 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 The Roman Catholic Bishop of San Jose (under same group exemption) L 170743 Charities Housing (under same group exemption) B 3843