2011-12-20T14:21:09-06:00 2011-06-30 WHITTLESEY & HADLEY PC 147 CHARTER OAK AVE HARTFORD CT 061065100 990 2010-07-01 060667607 CATHOLIC CHARITIES INC ARCHDIOCESE OF HARTFORD CATH 8604931841 839-841 ASYLUM AVENUE HARTFORD CT 06105 EDGAR BERNIER 8607252567 2011-12-20 1 EDWARD G SULLIVAN 8605223111 2010 2016-02-24 21:20:13Z EDGAR BERNIER 839-841 ASYLUM AVENUE HARTFORD CT 06105 27976617 0 X WWW.CCAOH.ORG X 1923 CT TO PROVIDE PROFESSIONAL GUIDANCE AND COUNSELING FOR INDIVIDUALS, FAMILIES AND THEIR CHILDREN. 22 22 593 300 0 0 20495879 21210365 5254951 5926659 160705 254764 71147 97990 25982682 27489778 808846 1069495 0 0 17904633 18054104 0 0 398979 6892687 6905236 25606166 26028835 376516 1460943 20226616 22546183 9084415 8299556 11142201 14246627 X MOTIVATED BY CHRIST'S SOCIAL TEACHINGS AND RESPECT FOR THE RICHNESS OF DIVERSITY, CATHOLIC CHARITIES EXISTS TO PROMOTE THE DIGNITY, SELF SUFFICIENCY AND HUMAN POTENTIAL OF THOSE IN NEED. 0 0 8386034 2730309 MENTAL HEALTH PROGRAMS - MENTAL HEALTH SERVICES WERE PROVIDED TO OVER THREE THOUSAND CLIENTS LAST YEAR. THIS PROGRAM MET OVER 86% OF THE GOALS FOR CLIENTS INCLUDING INCREASING THEIR OVERALL FUNCTIONING IN THE COMMUNITY. SERVICES INCLUDE GENERAL MENTAL HEALTH, PARENTING EDUCATION, SUBSTANCE ABUSE AND CASE MANAGEMENT SERVICES. 8635444 3016316 THE CORRECTIONS, RESIDENTIAL AND SCHOOL READINESS/DAY CARE PROGRAMS SERVED MORE THAN 8,300 CLIENTS LAST YEAR. THE CORRECTIONS PROGRAMS MET 80% OF THEIR CLIENT BASED GOALS INCLUDING INCREASED FUNCTIONING IN THE COMMUNITY, IMPROVED FAMILY RELATIONSHIPS AND EMPLOYMENT SKILLS. RESIDENTIAL PROGRAMS PROVIDED SAFE, NURTURING HOMES FOR THIRTY-THREE DEVELOPMENTALLY DISABLED ADULTS IN TEN INDIVIDUAL HOMES AND RESIDENCES. SCHOOL READINESS AND DAY CARE PROGRAMS MET OVER NINETY PERCENT OF THEIR CLIENT BASED GOALS INCLUDING INCREASING SCHOOL READINESS SKILLS, PHYSICAL AND EMOTIONAL DEVELOPMENT AND COGNITIVE SKILLS NEEDED FOR KINDERGARTEN AND FUTURE SCHOOL SUCCESS. 4434329 0 COMPREHENSIVE YOUTH AND EMPLOYMENT SERVICES WERE PROVIDED TO MORE THAN 5,000 CLIENTS LAST YEAR. THE PROGRAMS MET MORE THAN 75% OF THEIR GOALS FOR CLIENTS LAST YEAR BY ASSISTING CLIENTS TO OBTAIN EMPLOYMENT FOR ADULTS AS WELL AS INCREASING THE EDUCATIONAL LEVELS AND SOCIAL/EMOTIONAL FUNCTIONING OF YOUTH IN SCHOOL AND THE COMMUNITY. 173926 180034 OTHER PROGRAM SERVICES-ADOPTION 173926 180034 21629733 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 1 45 0 1 593 0 0 0 0 0 0 1 1 0 0 0 0 1 0 X 22 22 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 CT X X EDGAR BERNIER 8607282567 839-841 ASYLUM AVENUE HARTFORD CT 06115 ARCHBISHOP HENRY MANSELL 1.00 X X 0 0 0 JOHN FLORES 1.00 X X 0 0 0 MARIBETH STEWART 1.00 X X 0 0 0 THOMAS SATALINO 1.00 X X 0 0 0 MARIE HOPKINS 1.00 X X 0 0 0 BILL JORDAN 1.00 X 0 0 0 CHERYL BARNARD 1.00 X 0 0 0 CONRAD THAMM 1.00 X 0 0 0 DEACON DENNIS FERGUSON 1.00 X 0 0 0 DENISE COLEY 1.00 X 0 0 0 FATHER PHILIP SHARKEY 1.00 X 0 0 0 JOSE ORTIZ 1.00 X 0 0 0 MATT HAMLET 1.00 X 0 0 0 PATRICIA REYNOLDS 1.00 X 0 0 0 TANYA CLARK ROBINSON 1.00 X 0 0 0 MARY FLYNN 1.00 X 0 0 0 ROSE ALMA SENATORE 40.00 X X 159341 0 11901 LOIS NESCI 40.00 X X 129188 0 13250 EDGAR BERNIER 40.00 X X 113300 0 19255 401829 0 44406 3 0 1 0 ST FRANCIS BEHAVIORAL HEALTH GROUP 675 TOWER AVENUE HARTFORD CT 06112 PROFESSIONAL SERVICES 282804 DELTA-T GROUP HARTFORD INC PO BOX 884 BRYN MAWR PA 09010 PROFESSIONAL SERVICES 241450 OLDHAM INNOVATIVE RESEARCH PO BOX 7106 PORTLAND ME 04112 PROFESSIONAL SERVICES 175499 LUIS AVALOS PO BOX 277 WINDHAM CT 06280 PROFESSIONAL SERVICES 149383 OFFICE TEAM 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 PROFESSIONAL SERVICES 130811 6 1054671 2537281 15074239 2544174 566403 21210365 PROGRAM SERVICE REVENU 624100 5926659 5926659 5926659 102064 102064 596025 443215 110 152810 -110 152700 152700 141504 43514 97990 97990 27489778 6079359 0 200054 1069495 1069495 461093 385059 68444 7590 13770175 11499486 2044011 226678 648160 526485 107848 13827 2128420 1730636 352759 45025 1046256 881940 147287 17029 3600 3024 576 55961 47014 8947 2140734 1798478 342256 92886 39648 19928 33310 847963 753374 81796 12793 174255 135761 35587 2907 1721073 1445701 258161 17211 330395 294078 35104 1213 119455 82490 33900 3065 180707 177543 3164 438186 353832 78354 6000 EQUIPMENT RENTAL AND MA 578254 342260 224043 11951 MEMBERSHIP DUES AND SUB 69450 9725 59400 325 BANK SERVICE CHARGES 59901 0 59901 0 PROGRAM ACTIVITIES & PA 49070 49070 43346 4634 38657 55 26028835 21629733 4000123 398979 252837 6176541 5533110 679552 1857889 1982543 330426 673138 136059 155277 13382472 4054915 9116703 9327557 2995343 3550752 4249 823 20226616 22546183 1669138 1722678 636333 340605 309027 426422 3338420 3236292 3131497 2573559 9084415 8299556 X 9942673 12297933 936847 1686013 262681 262681 11142201 14246627 20226616 22546183 X 1460943 1643483 X X 0 1 1 X 1 1 X 24143952 27540753 24221884 20465498 21210365 117582452 24143952 27540753 24221884 20465498 21210365 117582452 117582452 215638 84084 347785 160705 102064 910276 54978 35168 52640 32496 175282 118668010 27565408 0.99090 0.98980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 21250 21250 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: REPRESENTATION ON MATTERS OF INTEREST TO THE AGENCY WITH VARIOUS STATE LEGISLATIVE COMMITTEES AND DEPARTMENTS. 2995343 51450 620817 102375 14483 3550752 2519913 300051 318119 131380 11360 2995343 2758399 260817 -359719 129408 10176 2519913 0.86000 0.07000 0.07000 0 0 938211 938211 10765916 2619896 8146020 1619191 1380066 239125 59154 54953 4201 9327557 SELF FUNDED UNEMPLOYMENT INSURANCE 204646 ACCRUED PENSION LIABILITY 2368913 2573559 27489778 26028835 1460943 371807 473332 798344 1643483 3104426 28378431 371807 473332 43514 888653 27489778 0 27489778 26072349 43514 43514 26028835 0 26028835 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: FIVE PERCENT OF PREVIOUS TWENTY FOUR QUARTER AVERAGE VALUE DISTRIBUTED ANNUALLY IN SUPPORT OF PROGRAMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: CATHOLIC CHARITIES CONTINUALLY EVALUATES EXPIRING STATUES OF LIMITATIONS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS TO DETERMINE IF CATHOLIC CHARITIES HAS ANY UNCERTAIN TAX POSITIONS. AS OF JUNE 30, 2011, CATHOLIC CHARITIES DOES NOT BELIEVE IT IS EXPOSED TO ANY UNCERTAIN TAX POSITIONS. CURRENTLY, CATHOLIC CHARITIES FEDERAL INFORMATION RETURNS FOR TAX YEARS 2007-2009 REMAIN OPEN TO INSPECTION BY THE IRS. CATHOLIC CHARITIES 2010 FEDERAL INFORMATION RETURN IS TO BE FILED IN 2011. PART XI, LINE 8 - OTHER ADJUSTMENTS: PENSION CHANGES OTHER THAN NET PERIODIC PENSION COST 798,344. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE IN FORM 990 PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE IN FORM 990 PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE IN FORM 990 X X 1 JOHN MOTLEY 99 PRATT STREET SUITE 209 HARTFORD CT 06103 BREAKFAST EVENT 0 84370 8750 75620 84370 8750 75620 GOLF TOURNAMENT 64833 64833 16869 10430 BREAKFAST EVENT 76671 76671 8334 7881 141504 141504 25203 18311 43514 97990 EXPLANATION OF FUNDRAISING PAYMENTS SCHEDULE G, PART I, LINE 2B, COLUMN (V) ASSIST WITH THE COORDINATION OF FUNDRAISING EVENTS AS WELL AS ASSITING WITH OUTREACH PROGRAM. 1 SCHOLARSHIP 8 40364 FOSTER CARE 9 8146 HOUSING/FOOD/ UTILITIES 3347 670901 HOUSEHOLD/ CLOTHING 180 171729 118860 IDENTICAL ITEMS AT CONSIGNMENT STORES HOUSEHOLD ITEMS/CLOTHING TRANSPORTATION 500 49077 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: CATHOLIC CHARITIES GIVES ASSISTANCE TO INDIVIDUALS THROUGH THREE PROGRAMS. FOR REFUGEE RESETTLEMENT; STAFF FOLLOWS THE CASE MANAGEMENT PROTOCOL AND FOLLOW UP WITH REFUGEE REPORTING. FOR PARISH REFERRALS; BASIC HUMAN NEEDS CLIENTS ARE REFERRED THROUGH VARIOUS PARISHES WHOSE NEEDS WERE DETERMINED BY THE LOCAL RECTOR. FOR WALK-IN CLIENTS; THESE INDIVIDUALS ARE HANDLED BY CATHOLIC CHARITIES BASIC HUMAN NEEDS/CASE MANAGEMENT STAFF. THESE CASES ARE GENERALLY FOR FOOD OR ONE TIME UTILITY ASSISTANCE. THE STAFF WILL FOLLOW UP WITH THE CLIENTS IF THEY APPEAR TO NEED TO MAKE AN APPLICATION FOR CONTINUING ASSISTANCE THROUGH THE STATE OR ASSISTANCE WITH HOUSING. X X 0 0 0 0 0 0 0 0 0 ROSE ALMA SENATORE 153341 0 0 0 6000 0 6206 0 5695 0 171242 0 0 0 ARCHDIOCESE OF HARTFORD AFFILIATE 2309436 OPERATIONAL SUPPORT AND CAPITAL IMPROVEMENT FUNDING 0 NETWORK OF CONNECTICUT INC THE EXECUTIVE DIRECTOR SERVES AS THE PRESIDENT OF THE BOARD OF DIRECTORS 69004 GRANT SUBRECIPIENT 0 X 5 566403 NET BOOK VALUE 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS SHALL CONSIST OF THE PERSONS NAMED IN THE CERTIFICATE OF INCORPORATION, NAMELY THE ARCHBISHOP OF THE ARCHDIOCESE OF HARTFORD, OR IN THE CASE OF THE DEATH OR OTHER DISABILITY OF THE ARCHBISHOP, THE ADMINISTRATOR OF THE ARCHDIOCESE FOR THE TIME BEING; A VICAR-GENERAL APPOINTED BY THE ARCHBISHOP; THE CHANCELLOR OF THE ARCHDIOCESE OF HARTFORD; AND THE ARCHDIOCESAN DIRECTOR OF CHARITIES, ALL OF WHOM SHALL BE MEMBERS OF THIS CORPORATION BY VIRTUE OF THEIR OFFICES WITHIN THE ARCHDIOCESE OF HARTFORD, BUT UPON CEASING TO HOLD SUCH OFFICE, THE MEMBERSHIP OF EACH SHALL TERMINATE AND THE SUCCESSOR TO SUCH OFFICE SHALL SUCCEED SUCH PERSON AS A MEMBER OF THIS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS, IN CONJUNCTION WITH THE WRITTEN APPROVAL OF THE ARCHBISHOP OF HARTFORD APPROVE FIFTY PERCENT OF THOSE TRUSTEES WHO ARE TO BE ELECTED TO THE BOARD OF TRUSTEES EACH YEAR, EXCLUDING THE EX-OFFICIO TRUSTEES, AND TO REMOVE, WITH OR WITHOUT CAUSE, THOSE TRUSTEES WHOSE APPOINTMENT THEY HAVE APPROVED. FORM 990, PART VI, SECTION A, LINE 7B CATHOLIC CHARITIES BY-LAWS STATE THAT THE MEMBERS, IN CONJUNCTION WITH THE WRITTEN APPROVAL OF THE ARCHBISHOP OF HARTFORD HAVE MANAGEMENT POWER TO APPROVE THE MISSION OR PURPOSE AND THE PHILOSOPHY, TO APPROVE THE CERTIFICATE OF INCORPORATION AND BY-LAWS AND ANY AND ALL AMENDMENTS THERETO, TO APPROVE IN ADVANCE ANY DEBT IN EXCESS OF AN AMOUNT TO BE FIXED FROM TIME TO TIME BY THE MEMBERS, AND TO APPROVE THE SALE, LEASE, TRANSFER, MORTGAGE, PLEDGE OR OTHER ALIENATION OR ACQUISITION OF THE REAL OR PERSONAL PROPERTY IN EXCESS OF AN AMOUNT TO BE FIXED FROM TIME TO TIME BY THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO OTHER COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 FORM IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO THE TRUSTEE MEETING. ALL TRUSTEES RECEIVE A COPY. THE FINANCE CHAIRMEN REPORTS ON THE FILING AND RECOMMENDS ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS ,DIRECTORS AND TRUSTEES COMPLETE AN ANNUAL DISCLOSURE REPORT. ANY REAL OR POTENTIAL CONFLICTS ARE IDENTIFIED. THE CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER INDEPENDENTLY REVIEW ALL CONTRACTS, PERSONAL SERVICES AGREEMENTS AND LEASES IN WHICH CONFLICT OF INTEREST IS A PART OF THE REVIEW. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICERS SALARY IS DETERMINED BY THE BOARD OF TRUSTEES THROUGH IT'S ANNUAL PERFORMANCE APPRAISAL WHICH INCLUDES COMPARABILITY DATA PROVIDED BY HUMAN RESOURCES. THE CHIEF EXECUTIVE OFFICER MAKES SALARY RECOMMENDATIONS FOR OTHER KEY EMPLOYEES TO THE BOARD OF TRUSTEES, WITH COMPARABILITY DATA PROVIDED BY HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONS GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON REQUEST IN WORD/ADOBE/PRINTED FORMAT. FINANCIAL STATEMENTS ARE POSTED ON CATHOLIC CHARITIES' WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 371,807. DONATED SERVICES AND USE OF FACILITIES: 473,332. PENSION CHANGES OTHER THAN NET PERIODIC PENSION COST 798,344. FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE IN FORM 990 TOTAL TO FORM 990, PART XI, LINE 5: 1,643,483. CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER HAS OVERSIGHT OF THE AUDIT. BOARD OF TRUSTEES REVIEWS THE FINANCIAL STATEMENTS AND SELECTS THE INDEPENDENT ACCOUNTANT. CATHOLIC CHARITIES INSTITUTE FOR THE HISPANIC FAMILY ASSOCIATION INC 270215435 CONDOMINIUM ASSOCIATION CT 380126 6227152 CATHOLIC CHARITIES-ARCHDIOCESE OF HARTFORD ARCHDIOCESE OF HARTFORD 134 FARMINGTON AVENUE HARTFORD CT 06105 060646669 RELIGIOUS ORGRANIZATION CT 501(C)(3) 170(B)(1)(A)(VI) 0 NETWORK CONNECTICUT INC 839-841 ASYLUM AVENUE HARTFORD CT 06105 061516453 CHARITABLE ORGANIZATION CT 501(C)(3) 170(B)(1)(A)(VI) 0 CATHEDRAL GREEN INC CHARITABLE ORGANIZATION CT 501(C)(3) 170(B)(1)(A)(VI) 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 ARCHDIOCESE OF HARTFORD C 2309436 FAIR VALUE ARCHDIOCESE OF HARTFORD J 317653 FAIR VALUE NETWORK CONNECTICUT INC L 69004 CONTRACTED AMOUNT NETWORK CONNECTICUT INC D 823 FAIR VALUE CATHEDRAL GREEN L 158841 FAIR VALUE