2011-11-14T15:10:54-06:00 2011-06-30 DIXON HUGHES GOODMAN LLP 4510 COX ROAD SUITE 200 GLEN ALLEN VA 230603394 990 2010-07-01 540505877 COMMONWEALTH CATHOLIC CHARITIES COMM 8042855900 1512 WILLOW LAWN DRIVE POB 6565 RICHMOND VA 232300565 JOANNE D NATTRASS 8042855900 2011-11-11 1 JANET L BROCKLEHURST CPA 8042827636 2010 2016-03-07 17:11:31Z JOANNE D NATTRASS POB 6565 RICHMOND VA 232300565 15090695 0 X WWW.CCCOFVA.ORG X 1923 VA TO PROVIDE QUALITY, COMPASSIONATE HUMAN SERVICES TO ALL PEOPLE. 23 23 199 0 5775 -2204 5622748 7754942 5861650 6294049 16875 9979 197430 522599 11698703 14581569 682634 1227760 0 0 5475814 6886796 0 0 485257 5366901 5581934 11525349 13696490 173354 885079 2982865 4094405 1367095 1598184 1615770 2496221 X TO PROVIDE QUALITY, COMPASSIONATE HUMAN SERVICES TO ALL PEOPLE, ESPECIALLY THE MOST VULNERABLE, REGARDLESS OF FAITH, BY EMPOWERING INDIVIDUALS, STRENGTHENING FAMILIES AND BUILDING COMMUNITY THROUGH FAITH AND SERVICE. 0 0 5010511 22607 5324959 FOSTER CARE AND ADOPTION (CHILDREN) SERVICES - SECURE PERMANENT HOMES FOR CHILDREN, SECURE FOSTER PARENTS TO CARE FOR INFANTS AND CHILDREN, REPRESENT CHILDREN WHO MUST APPEAR IN JUVENILE OR DOMESTIC RELATIONS COURTS AND PROMOTE SAFE COURT-ORDERED VISITS BETWEEN CHILDREN AND NON-CUSTODIAL PARENTS. 1884551 20284 SPECIALIZED REFUGEE SERVICES - PROVIDE A COMPREHENSIVE SUPPORT SYSTEM OF FOSTER PARENTS, EDUCATORS AND MENTORS TO YOUNG REFUGEES TO ASSIST THEM IN ADAPTING TO THE CHALLENGES OF LEARNING A NEW LANGUAGE AND CULTURE. 1683819 539037 291974 FAMILY SERVICES - PROVIDE COUNSELING TO INDIVIDUALS AND FAMILIES SEEKING TO COPE WITH EMOTIONAL DIFFICULTIES, PROVIDE PREGNANCY COUNSELING, PROVIDE EMERGENCY FINANCIAL ASSISTANCE, DEBT MANAGEMENT AND HOUSING ASSISTANCE AND PROVIDE A SINGLE POINT OF ENTRY TO RESPOND TO THOSE THREATENED BY HOMELESSNESS. 2972198 629838 649082 OTHERS PROVIDE ASSISTANCE TO REFUGEE FAMILIES TO SECURE HOUSING, EMPLOYMENT, ASSIST REFUGEE FAMILIES TO LEARN THE ENGLISH LANGUAGE, PROVIDE INTERPRETATION SERVICES AND IMMIGRATIONS COUNSELING TO REFUGEES AND OTHER INDIVIDUALS, PROVIDE FINANCIAL SERVICES TO OTHER NON-PROFITS, MANAGE OF THE OFFICE OF JUSTICE AND PEACE ON BEHALF OF THE CATHOLIC DIOCESE OF RICHMOND 519322 994 29238 AGING AND DISABILITIES PROVIDE ASSISTANCE TO OLDER ADULTS TO REMAIN LIVING AT HOME IN LIEU OF PLACEMENT IN LONG-TERM CARE FACILITIES, ASSIST PERSONS WITH IMPAIRMENT OR DEVELOPMENTAL DISABILITIES, ACT ON BEHALF OF THOSE INDIVIDUALS THAT HAVE NO FAMILY TO ASSUME THIS ROLE 3491520 630832 678320 12070401 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 192 0 1 199 0 1 1 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X RICHARD CIOFANI 8042855900 1512 WILLOW LAWN DRIVE RICHMOND VA 23230 JOANNE D NATTRASS 37.50 X X 137474 0 20879 RICHARD CIOFANI 37.50 X X 91780 0 23375 DAVID BELDE 1.00 X X 0 0 0 KATHLEEN M MCCAULEY 1.00 X X 0 0 0 PATRICK F HEINEN 1.00 X X 0 0 0 STANLEY HUDDLESTON 1.00 X X 0 0 0 REV JOSEPH M BIBER 1.00 X 0 0 0 JOSEPH BOISINEAU 1.00 X 0 0 0 GERALD D BRITTLE 1.00 X 0 0 0 DR R ANDREW CHESNUT 1.00 X 0 0 0 RICHARD DASH 1.00 X 0 0 0 RICHARD DERRICO 1.00 X 0 0 0 JAMES K DILL 1.00 X 0 0 0 BISHOP FX DILORENZO 0.40 X 0 0 0 MAUREEN FORD 1.00 X 0 0 0 RANDALL J GATZKE 1.00 X 0 0 0 RICHARD B JACKSON 1.00 X 0 0 0 MARY MARGARET KASTELBERG 1.00 X 0 0 0 CHARLES G MARLOWE 1.00 X 0 0 0 BENJAMIN MILES 1.00 X 0 0 0 KENNETH J MORAN 1.00 X 0 0 0 MARGARET M PARKER 1.00 X 0 0 0 CLIONA MARY ROBB 1.00 X 0 0 0 KATHY SANTINI 1.00 X 0 0 0 BENJAMIN P SCAFIDI 1.00 X 0 0 0 229254 0 44254 1 0 1 0 VIRGINIA HOME FOR BOYS AND GIRLS 8716 W BROAD STREET RICHMOND VA 23294 GROUP HOME PROVIDER FOR FOSTER CARE 153993 DOMINION VA POWER POB 25339 RICHMOND VA 23260 RECIPIENT OF ENERGYSHARE PAYMENTS FOR CL 133580 VIRGINIA SUPPORTIVE HOUSING POB 8585 RICHMOND VA 23226 SUB-RECIPIENT OF HPRP FUNDING 122761 PAETEC POB 1283 BUFFALO NY 142401283 TELECOMMUNICATION PROVIDER 122170 COLONIAL LANDING POB 3660 WILLIAMSBURG VA 23187 HOUSING PROVIDER - REFUGEE RESETTLEMENT 116561 5 292009 51606 5122960 2288367 130000 7754942 CHILDREN SERVICES 624100 5324959 5324959 FAMILY SERVICES 624100 934077 934077 AGING AND DISABILITIES 624100 29238 29238 FINANCIAL CONSULTING 541200 5775 5775 6294049 23357 23357 6979 6979 6979 6979 412686 426064 -13378 -13378 -13378 79246 51606 83062 -3816 -3816 ASSET ACQUISITION 900099 518073 518073 OTHER MISCELLANEOUS IN 900099 1363 1363 519436 14581569 6295253 5775 525599 1227760 1227760 275246 17589 257657 5175968 4329022 594341 252605 167853 145166 12952 9735 869043 710343 107350 51350 398686 333507 46371 18808 4439 3904 535 25625 22452 2273 900 308202 295179 6348 6675 76537 33137 1520 41880 111792 84405 15804 11583 24230 20077 2277 1876 395282 358539 24737 12006 282021 277193 4214 614 28064 14751 10082 3231 1503 1503 96267 75843 19308 1116 27874 24818 2188 868 FOSTER PARENT PAYMENTS 3701735 3701735 TELECOMMUNICATIONS 223025 203425 13968 5632 OTHER PROGRAM EXPENSES 107345 107345 EQUIPMENT RENTAL AND MA 63609 54934 5732 2943 PRINTING AND PUBLICATIO 58124 5336 243 52545 46260 23941 11429 10890 13696490 12070401 1140832 485257 376891 1445095 765831 519934 1168902 1477619 9633 21360 2080544 1450147 635374 630397 26234 0 2982865 4094405 977186 1268275 105523 45523 284386 284386 1367095 1598184 X 980753 1509195 635017 987026 1615770 2496221 2982865 4094405 X 885079 -4628 X X 0 1 1 X 1 1 X 5044401 5286265 5858435 5565882 7754942 29509925 5044401 5286265 5858435 5565882 7754942 29509925 29509925 2563 2679 16840 23357 45439 208833 12091 63080 159206 515620 958830 30514194 0.96710 0.97100 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: MISCELLANEOUS REVENUES INCLUDE THE FOLLOWING: REFUGEE RESETTLEMENT: AMOUNT REPRESENTS ONE-TIME GAIN FROM THE MERGER OF REFUGEE RESETTLEMENT AND IMMIGRATION SERVICES OF THE CATHOLIC DIOCESE OF RICHMOND ("RIS") INTO COMMONWEALTH CATHOLIC CHARITIES ON JULY 1, 2010. THE NET ASSETS OF RIS EXCEEDED THE LIABILITIES ASSUMED BY $518,175. ST. FRANCIS HOUSE: AMOUNT REPRESENTS A REDUCTION IN VALUE OF THE NET ASSETS ASSOCIATED WITH THE ST. FRANCIS HOUSE MERGER ($103 EXPENSE). OTHER INCOME: AMOUNT PRIMARILY REPRESENTS JURY DUTY REIMBURSEMENT, THE DISPOSITION OF A NON-CAPITALIZED ASSET AND SERVICE FEES RELATED TO A DISCONTINUED PROGRAM ($1,363 INCOME). FUNDRAISING INCOME: NET LOSS FROM FUNDRAISING EVENTS (EXLUDING CONTRIBUTION REVENUE FROM THESE EVENTS) TOTALING $3,816. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83619 83619 1028137 810086 218051 234493 77905 156588 734295 562156 172139 630397 DUE TO RELATED ORGANIZATION 284386 284386 HOLIDAY CONCERT 38218 18972 19246 3906 10876 5811 CSA AWARD 51020 19824 31196 1173 14061 2380 13417 2 41614 12810 28804 4582 15324 10194 1338 130852 51606 79246 5755 33291 23450 20566 83062 -3816 1 FOOD DISTRIBUTION 13031 21662 120000 COST OF FOOD VALUE OF DONATED FOOD DISTRIBUTED TO NEEDY FAMILIES RENT, MORTGAGE AND UTILITY FINANCIAL ASSISTANCE 1110 447047 0 COST RENT, UTILITIES AND OTHER DIRECT FINANCIAL ASSISTANCE PAID TO REFUGEE FAMILIES. 575 598498 0 COST OTHER INFORMATION: PART IV: THROUGH A SERIES OF INTERVIEWS BY TRAINED STAFF AND VOLUNTEERS, THE FINANCIAL NEED OF THE RECEIPIENT IS DETERMINED, DOCUMENTED AND ENTERED INTO A DATA BASE. AFTER COMPLETION OF THE INTERVIEW AND APPROVAL PROCESS, FOOD IS DISTRIBUTED TO THE RECIPIENT FAMILIES. FOR RENTAL, MORTGAGE AND UTILITY FINANCIAL ASSISTANCE, A CHECK IS WRITTEN ON BEHALF OF THE RECIPIENT DIRECTLY TO THEIR LANDLORDS, MORTGAGE COMPANY OR UTILITY PROVIDER. UNDER NO CIRCUMSTANCE IS A CHECK WRITTEN TO A NON-REFUGEE RECEPIENT OF FINANCIAL ASSISTANCE UNDER THIS PROGRAM. DIRECT PAYMENTS TO REFUGEE FAMILIES ARE MONITORED AS FOLLOWS: RENT, UTILITIES AND OTHER DIRECT FINANCIAL ASSISTANCE (INCLUDING CASH PAYMENTS) PAID TO REFUGEE FAMILIES AND INDIVIDUALS ARE MADE BY QUALIFIED, TRAINED STAFF AND VOLUNTEERS IN ACCORDANCE WITH THE TERMS OF THE FUNDING AWARDS FROM THE OFFICE OF REFUGEE PROGRAM, FAMILY SUPPORT ADMINISTRATION, DEPARTMENT OF HEALTH AND HUMAN SERVICES (PASSED THROUGH VA DEPARTMENT OF NEWCOMER SERVICES/REFUGEE SUPPORT SERVICES; THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS/MIGRATION AND REFUGEE SERVICES - DEPARTMENT OF STATE - BUREAU OF REFUGEE PROGRAMS/RECEPTION AND PLACEMENT PROGRAM/ PERSONNEL AND ADMINISTRATION; THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS/MIGRATION AND REFUGEE SERVICES - DEPARTMENT OF HEALTH AND HUMAN SERVICES/MATCH GRANT; THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS/MIGRATION AND REFUGEES SERVICES/DEPARTMENT OF STATE/BUREAU OF REFUGEE PROGRAMS/MATCH GRANT, AMONG OTHER PROGRAMS. X X X 0 0 0 0 0 0 0 0 0 JOANNE D NATTRASS 137474 0 0 0 0 0 10998 0 1172 0 149644 0 68737 0 X 130000 COST OF FOOD 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE BISHOP OF THE CATHOLIC DIOCESE OF RICHMOND IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE BISHOP OF THE CATHOLIC DIOCESE OF RICHMOND IS THE SOLE MEMBER OF THE ORGANIZATION AND, AMONG OTHER THINGS, APPROVES THE APPOINTMENT OF NEW BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE BISHOP OF THE CATHOLIC DIOCESE OF RICHMOND IS THE SOLE MEMBER OF THE ORGANIZATION AND, AMONG OTHER THINGS, APPROVES THE APPOINTMENT OF NEW BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS DISTRIBUTED TO EACH BOARD MEMBER FOR REVIEW AND COMMENT. EACH DIRECTOR WAS ASKED TO CONFIRM ANY FAMILY RELATIONSHIP, WHETHER OR NOT THEY RECEIVED ANY COMPENSATION FROM THE ENTITY, ETC. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH BOARD MEMBER IS REQUIRED TO CONFIRM IN WRITING THAT THEY HAVE REVIEWED THE VOLUNTEER MANUAL WHICH INCLUDES, AMONG OTHER THINGS,THE CONFLICT OF INTEREST, THE CODE OF ETHICS AND THE WHISTLEBLOWER POLICIES OF THE ORGANIZATION. ADDITIONALLY, THE ORGANIZATION ALSO CONDUCTS AN ANNUAL BOARD TRAINING MEETING IN JANUARY FOR NEWLY ELECTED BOARD MEMBERS, AS WELL AS, EXISTING BOARD MEMBERS. AMONG OTHER THINGS, THE ORGANIZATION'S POLICIES GOVERNING CONFLICT OF INTEREST, THE CODE OF ETHICS AND THE WHISTLEBLOWER POLICIES ARE REVIEWED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS SET BY THE BOARD OF DIRECTORS AND THE PERSONNEL COMMITTEE OF THE BOARD AFTER A REVIEW OF VARIOUS SURVEYS AND DOCUMENTS FROM CATHOLIC CHARITIES USA, THE TITAN GROUP AND OTHER LOCAL RICHMOND BASED NON-PROFITS. COMPENSATION FOR THE KEY EMPLOYEES IS DETERMINED IN THE SAME MANNER AS THE EXECUTIVE DIRECTOR EXCEPT THAT THE PERSONNEL COMMITTTEE OF THE BOARD HAS THE SOLE RESPONSIBILITYY FOR THE COMPENSATION RANGES, ETC. SENIOR MANAGEMENT USES, AMONG OTHER THINGS, THE DOL - BUREAU OF LABOR STATISTICS COMPENSATION SURVEY TO ASSIST WITH THE DETERMINING THE SALARY RANGES FOR KEY EMPLOYEES OTHER THAN THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 COMMONWEALTH CATHOLIC CHARITIES MAINTAINS A WEBSITE THAT PROVIDES THE OPPORTUNITY FOR THE PUBLIC TO REQUEST A CORPORATE DOCUMENT INCLUDING THE FORM 990, FORM 990T,THE ANNUAL AUDIT REPORT, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -4,628. FORM 990, PART XI, LINE 2C: THE ORGANIZATION'S PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 2B: ON APRIL 8, 2011, THE ORGANIZATION'S BOARD ELECTED TO CHANGE ITS FISCAL YEAR-END TO SEPTEMBER 30 TO MATCH THE FEDERAL GOVERNMENT FISCAL YEAR END AND TO BETTER CONFORM TO THE END OF ITS BUSINESS CYCLE. THE FEDERAL GOVERNMENT IS A PRIMARY FUNDER OF COMMONWEALTH CATHOLIC CHARITY PROGRAMS AND THE CHANGE IN YEAR-END WILL AID FINANCIAL REPORTING. AS A RESULT OF THE CHANGE, THE NUMBERS PRESENTED ON THIS RETURN WILL BE AUDITED AS PART OF A 15-MONTH AUDIT TO COVER THE PERIOD JULY 1, 2010 THROUGH SEPTEMBER 30, 2011. A SECOND FORM 990 INFORMATION RETURN WILL BE FILED FOR THE SHORT PERIOD FROM JULY 1, 2011 THROUGH SEPTEMBER 30, 2011. COMMONWEALTH HUMAN SERVICES FOUNDATION 1512 WILLOW LAWN DRIVE POB 6565 RICHMOND VA 23230 522374004 TO SUPPORT THE ACTIVITIES OF COMMONWEALTH CATHOLIC CHARITIES VA 501(C)(3) 11(A) N/A 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1