2011-10-25T19:00:05-05:00 2011-06-30 CROWE HORWATH LLP 70 West Madison Street Suite 700 Chicago IL 606024903 990 2010-07-01 351038653 CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND INC CATH 2604225625 315 E Washington Blvd Fort Wayne IN 46802 DEBRA J SCHMIDT 2011-10-25 true 3128997000 2010 2016-03-07 17:11:31Z DEBRA J SCHMIDT 315 E WASHINGTON BLVD Fort Wayne IN 46802 5457380 false 0928 X WWW.CCFWSB.ORG X 1922 IN CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND, INC. SERVES THOSE IN NEED AS CHRIST WOULD HAVE US DO. 9 3 472 987 0 0 5537748 5087127 413969 349799 13307 10173 23608 10228 5988632 5457327 1306148 467493 0 0 4513202 3995907 0 0 84295 1321703 1038721 7141053 5502121 -1152421 -44794 3759695 3762236 298805 290983 3460890 3471253 X CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND, INC. (CATHOLIC CHARITIES) SERVES THOSE IN NEED AS CHRIST WOULD HAVE US DO. (CONTINUED IN SCHEDULE O) false 2938496 5016 154049 OLDER ADULT SERVICES: THE SENIOR AIDES PROGRAM PROVIDES WORKPLACE TRAINING AND EXPERIENCE TO LOW-INCOME SENIOR CITIZENS AGED 55 AND OLDER IN 14 COUNTIES. FUNDED BY THE US DEPARTMENT OF LABOR AND SPONSORED WITH SENIOR SERVICE AMERICA, THE GOAL OF THE SENIOR AIDES PROGRAM IS FOR THE ENROLLEES TO OBTAIN UNSUBSIDIZED, GAINFUL EMPLOYMENT TO MAINTAIN THEIR INDEPENDENCE. THE PROGRAM ASSISTED 326 PARTICIPANTS FOR THE YEAR ENDED JUNE 30, 2011. ALSO DURING 2011, THE ORGANIZATION CONTINUED JOB CLUBS IN ALLEN, ST. JOSEPH, KOSCIUSKO, AND ELKHART COUNTIES. (CONTINUED IN SCHEDULE O) 1042706 247170 49120 REFUGEE RESETTLEMENT AND IMMIGRATION SERVICES: THESE PROGRAMS PROVIDE ASSISTANCE TO INDIVIDUALS COMING TO THE UNITED STATES UNDER REFUGEE STATUS AS GRANTED BY THE US DEPARTMENT OF STATE, AS WELL AS ASSISTANCE TO INDIVIDUALS WHO SEEK ASYLUM ONCE THEY ARE ALREADY IN THIS COUNTRY. CATHOLIC CHARITIES WORKS IN COOPERATION WITH THE US CONFERENCE OF CATHOLIC BISHOPS TO PROVIDE THESE SERVICES, WHICH HELP NEW RESIDENTS ADJUST TO LIFE IN THE COMMUNITY. SERVICES INCLUDE PRE-ARRIVAL PROCESSING, ARRIVAL SERVICES, ASSISTANCE WITH HOUSING, REFERRALS FOR MEDICAL CARE, ACCULTURATION, REFERRALS FOR ESL (ENGLISH-AS-A-SECOND-LANGUAGE) CLASSES, SCHOOL ENROLLMENT FOR THE CHILDREN, AND OTHER EDUCATION SERVICES AS NEEDED. DURING THE YEAR ENDED JUNE 30, 2011, CATHOLIC CHARITIES RESETTLED 111 REFUGEES AND ASSISTED IMMIGRANTS WITH 265 CONSULTATIONS. IN ADDITION, 336 IMMIGRATION APPLICATIONS WERE FILED TO THE UNITED STATES CITIZENSHIP AND IMMIGRATION SERVICES (USCIS), OF WHICH 240 WERE APPROVED. THE ORGANIZATION ALSO ASSISTED 40 STUDENTS WITH REGISTERING FOR CITIZENSHIP CLASSES, OF WHICH 28 SUCCESSFULLY COMPLETED AND GRADUATED THE COURSE. (CONTNUED IN SCHEDULE O) 425476 201163 945 CASE MANAGEMENT BRIEF SERVICES INCLUDE THE RESOURCE AND REFERRAL PROGRAM, WHICH ASSISTS FAMILIES WITH THE BASIC NEEDS SUCH AS HOUSING, UTILITIES, FOOD, CLOTHING, HYGIENE/PAPER PRODUCTS, AND BUS PASSES. DURING FISCAL YEAR 2011, 818 FAMILIES WERE SERVED. IN MARCH 2011, CATHOLIC CHARITIES OFFICIALLY BECAME A PART OF THE CASE COORDINATION SYSTEM IN ALLEN COUNTY TO COLLABORATE WITH OTHER SOCIAL AGENCIES IN SHARING RESOURCES TO BETTER ASSIST FAMILIES. THE AGENCY ALSO RECEIVED STIMULUS FUNDS THOUGH THE EMERGENCY FOOD AND SHELTER PROGRAM AND WAS ABLE TO PROVIDE ASSISTANCE TO 52 FAMILIES. CATHOLIC CHARITIES' CHRISTMAS PROGRAM SPONSORS LOW INCOME FAMILIES TO PROVIDE THEM WITH WINTER CLOTHING, GIFTS, CHRISTMAS TREES, AND HOLIDAY FOOD BASKETS. THIS YEAR THE PROGRAM SERVED 35 FAMILIES IN FORT WAYNE AND 52 FAMILIES IN SOUTH BEND. (CONTINUED IN SCHEDULE O) 495930 14144 145685 THE ORGANIZATION'S OTHER PROGRAM SERVICES DURING THE YEAR ENDED JUNE 30, 2011, INCLUDE: PREGNANCY AND ADOPTION SERVICES, WHICH PROVIDE FREE BIRTH OPTIONS FOR PERSONS WITH UNPLANNED PREGNANCIES, AS WELL AS FINANCIAL AND OTHER ASSISTANCE FOR OTHER PREGNANCY RELATED NEEDS. THE PROGRAM CONTINUES TO NETWORK WITH VARIOUS COMMUNITY AGENCIES THROUGHOUT THE YEAR. CATHOLIC CHARITIES BUILDS RELATIONSHIPS WITH PREGNANCY CLINICS, HOSPITALS, CHURCHES, AND LAWYERS HELPING TO PROVIDE INFORMATION ABOUT ADOPTION. THE FOSTER FAMILY SUPPORT SERVICES PROGRAM PROVIDED ADVOCACY AND LIAISON SERVICES FOR APPROXIMATELY 260 INDIANA DEPARTMENT OF CHILDREN SERVICES LICENSED FOSTER HOMES. THE FOSTER FAMILY SUPPORT LIAISON VISITS EACH LICENSED HOME ON A YEARLY BASIS TO MEET FACE-TO-FACE WITH THE FOSTER PARENTS AND PROVIDE SUPPORT, GUIDANCE, AND INFORMATION. CALLS ARE MADE TO EACH FOSTER HOME ON A MONTHLY BASIS TO PROVIDE ADDITIONAL SUPPORT AND INFORMATION. IN ADDITION, THE LIAISON IS AVAIALBLE 24 HOURS A DAY IN THE EVENT FOSTER PARENTS HAVE AN IMMEDIATE NEED FOR ASSISTANCE. THE FOSTER FAMILY SUPPORT LIAISON IS ALSO A LOCAL CONTACT FOR PROSPECTIVE FOSTER PARENTS. THE FAKT (FOSTER/ADOPTION/KINSHIP TRAINING) PROGRAM OPERATES THROUGH A CONTRACT WITH THE INDIANA DEPARTMENT OF CHILD SERVICES. THE PROGRAM ASSISTED 490 LICENSED FOSTER, ADOPTIVE, AND KINSHIP CARE PROVIDERS DURING THE FISCAL YEAR ENDED JUNE 30, 2011. HOWEVER, DUE TO A DECISION BY THE INDIANA DEPARTMENT OF CHILDREN'S SERVICES TO MOVE TRAINING SERVICES IN-HOUSE, THE STATE-WIDE FAKT PROGRAM PERMANENTLY ENDED ON JUNE 30, 2011. THE EDUCATION CREATES HOPE AND OPPORTUNITY (ECHO) PROGRAM IS A SCHOOL AND HOME-BASED PROGRAM THAT PROVIDES GUIDANCE AND RESOURCES TO PREGNANT AND PARENTING TEENS, ENABLING THEM TO COMPLETE THEIR HIGH SCHOOL EDUCATION AND SUCCESSFULLY PARENT THEIR CHILDREN. AS OF JUNE 30, 2011, 79 CLIENTS WERE SERVED. DURING THE YEAR ALONG, 15 OF 16 CLIENTS RECEIVED THEIR HIGH SCHOOL DIPLOMAS; 11 OF THE 15 GRADUATING CLIENTS ENROLLED TO ATTEND A COLLEGE OR UNIVERSITY FOR FALL 2012, AND THE REMAINING FOUR PLANNED TO ENROLL IN COLLEGE BY FALL 2012. IN ADDITION, THIS PROGRAM HAS BEEN EXTENDED TO STUDENTS AGES 18-24 WHO ARE ENROLLED IN AN EDUCATIONAL OR JOB TRAINING PROGRAM; THE EXPANSION IS CURRENTLY SERVING THREE STUDENTS. CATHOLIC CHARITIES ALSO PROVIDES COUNSELING SERVICES. ALTHOUGH COUNSELORS ARE NO LONGER EMPLOYEES BY THE ORGANIZATION, CATHOLIC CHARITIES COMPILED A LIST OF COUNSELORS WHO ARE PRACTICING CATHOLICS. THE LIST IS MADE AVAIALBLE UPON REQUEST TO CHURCHES, PRIESTS, AND INDIVIDUALS IN THE COMMUNITY. BY COMPILING THIS LIST, CATHOLIC CHARITIES HAS PROVIDED MORE COUNSELOR COVERAGE THROUGHOUT THE DIOCESE WHO HAVE EXPERTISE IN MANY DIFFERENT AREAS. 495930 14144 145685 4902608 true true false false false false false false true true true false false false true true false false false false false false false false false false true true false false false false false false false false false true false false false false true false false false false true 11 0 true 472 true false false false false false false false false false false X 9 3 false false false false true true true true true false false true true true true true true true false false IN X X DEBRA J SCHMIDT 2604225625 315 E WASHINGTON BLVD Fort Wayne IN 46802 X PATRICK HOULIHAN 1 X X 0 0 0 LEONARD SANCHEZ 1 X 0 0 0 ANDREA L HALL 1 X 0 0 0 REV CHRISTOPHER COX 1 X 0 19500 0 SUZIE LIGHT 1 X 0 0 0 BARBARA O'DEA 1 X 0 0 0 REV ANDREW NAZARETH 1 X 0 19500 0 JAMES KITCHENS 1 X X 0 54000 0 KATHY DENICE 1 X X 0 30820 0 JOSEPH RYAN 1 X 0 86752 0 REV GLENN KOHRMAN 1 X 0 19500 0 MSGR ROBERT C SCHULTE 1 X 0 19500 0 MOST REV KEVIN C RHOADES 1 X X 0 19500 0 DEBRA J SCHMIDT 40 X 76674 0 10891 STEVEN E BROCKHAUS 40 X 53705 0 9416 130379 269072 20307 0 false false false 0 313885 486965 1177292 3108985 122329 5087127 OLDER ADULT SERVICES 154049 154049 PREGNANCY, ADOPTION, & FAMILY SERVICES 106403 106403 IMMIGRATION & REFUGEE RESETTLEMENT SERVICES 49120 49120 CASE MANAGEMENT BRIEF SERVICES 945 945 OTHER PROGRAM SERVICES 39282 39282 0 0 0 0 349799 10173 10173 0 0 0 0 0 0 0 0 0 10281 53 10228 10228 0 0 0 0 0 0 5457327 349799 0 20401 12207 12207 455286 455286 0 0 159906 44843 115063 0 3190249 3010802 154986 24461 62923 58677 3200 1046 336877 300149 31465 5263 245952 226022 18088 1842 0 21315 11833 6789 2693 39998 22205 12739 5054 0 0 0 134169 74484 42731 16954 35568 16532 2697 16339 220673 178977 33965 7731 0 0 270814 243833 24380 2601 55355 42316 12848 191 0 18813 15790 2918 105 0 0 157419 119950 37469 14263 13072 1176 15 BAD DEBT EXPENSE 27832 25686 2146 GAS, OIL, VEHICLE MAINTENANCE 24714 15235 9479 RECOGNITION 11840 10454 1386 MEMBERSHIP DUES 4614 3940 674 SUBSCRIPTIONS AND PUBLICATIONS 1334 315 1019 0 0 0 0 5502121 4902608 515218 84295 0 253107 165364 260513 505453 456990 391317 2234 6669 11564 11631 3876642 1777287 2250358 2099355 12155 13509 474640 534104 0 0 38134 34834 3759695 3762236 298805 290983 0 0 298805 290983 X 3387533 3396805 73357 74448 3460890 3471253 3759695 3762236 X -44794 55157 X false true true X true true X 4506099 5525938 5941049 5537748 5087127 26597961 553098 453226 514013 413969 349799 2284105 61626 41043 0 792 10281 113742 0 0 5120823 6020207 6455062 5952509 5447207 28995808 0 0 0 0 0 0 0 0 28995808 26759 43958 9314 13307 10173 103511 0 26759 43958 9314 13307 10173 103511 0 46504 6240 25940 22866 0 101550 5194086 6070405 6490316 5988682 5457380 29200869 0.99300 0.97370 0.00350 0.00490 X OTHER INCOME, SCHEDULE A, PART III, LINE 12, MISCELLANEOUS INCOME RECEIVED IN FURTHERANCE OF THE ORGANIZATION'S TAX EXEMPT PURPOSE: 2006 - $46,504 2007 - $6,240 2008 - $25,940 2009 - $22,866 2010 - $0, RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1857519 239015 81500 7406 2007628 1642644 51800 163075 0 0 0 1857519 1893049 48000 -298405 0 0 0 1642644 0.00000 1.00000 0.00000 true false 0 3395820 1330799 2065021 42922 41346 1576 437900 405142 32758 0 2099355 0 0 FUNDS INVESTED IN DIOCESE POOL OF SECURITIES 534104 F 534104 0 0 5457327 5502121 -44794 55157 0 55157 10363 5586693 55157 74156 53 129366 5457327 0 0 5457327 5576330 74156 53 74209 5502121 0 0 5502121 Intended uses of endowment funds Schedule D, Part V, Line 4 THE CATHOLIC COMMUNITY FOUNDATION OF NORTHEAST INDIANA HOLDS AN ENDOWMENT FUND FROM THE LEGACY OF FAITH CAMPAIGN FOR THE BENEFIT OF THE ORGANIZATION. WHEN DISTRIBUTED, THE ORGANIZATION'S ENDOWMENT FUNDS WILL BE USED TO SUPPLEMENT THE ORGANIZATION'S OPERATING ACTIVITIES. FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 THE ORGANIZATION IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. THE ORGANIZATION HAS ADOPTED ACCOUNTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES THE ORGANIZATION TO RECOGNIZE A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT IS RECORDED. THE ORGANIZATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES OR QUESTIONABLE TAX POSITIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2008. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2011 OR 2010. Other revenues in audited financial statements not in form 990 Schedule D, Part XII, Line 2d GAMING EXPENSES - 53; Other expenses in audited financial statements not in form 990 Schedule D, Part XIII, Line 2d GAMING EXPENSES - 53; true DIOCESE OF FORT WAYNE-SOUTH BEND PO BOX 390 FORT WAYNE IN 46801 350876373 501(C)(3) 0 12207 BOOK VALUE LEASEHOLD IMPROVEMENTS SEE PART IV 1 0 FINANCIAL ASSISTANCE 153 91660 0 N/A N/A MEDICAL ASSISTANCE 50 2657 0 N/A N/A HOUSING ASSISTANCE 256 112979 0 N/A N/A UTILITY ASSISTANCE 274 33309 0 N/A N/A TRANSPORTATION ASSISTANCE 299 4436 0 N/A N/A OTHER FINANCIAL/NEEDS ASSISTANCE 27529 207981 0 N/A N/A IN-KIND DIRECT ASSISTANCE 111 0 2264 INDEPENDENT SECTOR & SALVATION ARMY PRICE LIST FOOD, CLOTHING, HOUSEHOLD GOODS, ETC. Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 EACH PROGRAM HAS GUIDELINES REGARDING FINANCIAL AND OTHER ASSISTANCE. ASSISTANCE FOR REFUGEES IS GOVERNED BY THE U.S. DEPARTMENT OF STATE AND U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES REGULATIONS. ASSISTANCE PROVIDED IS MONITORED WITHIN THE CLIENT'S FILE, AND DOCUMENTATION IS MAINTAINED WITHIN THE FILE AND/OR WITH CHECKS DISBURSED. PURPOSE OF GRANT OR ASSISTANCE SCHEDULE I, PART II, LINE 1, COLUMN (H) DURING THE FISCAL YEAR ENDED JUNE 30, 2011, THE ORGANIZATION CLOSED THE CIRCLE OF MERCY BUILDING. WHEN THESE FACILITIES CLOSED, THE DIOCESE RETAINED POSSESSION OF THE BUILDINGS. IN PREVIOUS FISCAL YEARS, THE ORGANIZATION HAD CAPITALIZED LEASEHOLD IMPROVEMENTS THAT HAD BEEN MADE TO THE BUILDINGS. THE DIOCESE BECAME THE BENEFICIARY OF THE IMPROVEMENTS AND THUS, THEY HOLD NO FUTURE BENEFIT FOR THE ORGANIZATION. X 8760 COST X 26 109821 COST X SEE PART II 814 3748 COST 0 false true false DESCRIPTION OF OTHER ITEMS SCHEDULE B, PART I, LINE 25 MISCELLANEOUS SCHOOL SUPPLIES, BOOKS, TOYS, ETC. NUMBER OF CONTRIBUTIONS SCHEDULE M, PART I, LINES 19 AND 25, COLUMN (B) THE NUMBER REPORTED FOR COLUMN (B) ON LINES 19 AND 25 IS THE NUMBER OF CONTRIBUTORS OF PROPERTY DURING THE YEAR. Description of other program services Form 990, Part III, Line 4d THE ORGANIZATION'S OTHER PROGRAM SERVICES DURING THE YEAR ENDED JUNE 30, 2011, INCLUDE: PREGNANCY AND ADOPTION SERVICES, WHICH PROVIDE FREE BIRTH OPTIONS FOR PERSONS WITH UNPLANNED PREGNANCIES, AS WELL AS FINANCIAL AND OTHER ASSISTANCE FOR OTHER PREGNANCY RELATED NEEDS. THE PROGRAM CONTINUES TO NETWORK WITH VARIOUS COMMUNITY AGENCIES THROUGHOUT THE YEAR. CATHOLIC CHARITIES BUILDS RELATIONSHIPS WITH PREGNANCY CLINICS, HOSPITALS, CHURCHES, AND LAWYERS HELPING TO PROVIDE INFORMATION ABOUT ADOPTION. THE FOSTER FAMILY SUPPORT SERVICES PROGRAM PROVIDED ADVOCACY AND LIAISON SERVICES FOR APPROXIMATELY 260 INDIANA DEPARTMENT OF CHILDREN SERVICES LICENSED FOSTER HOMES. THE FOSTER FAMILY SUPPORT LIAISON VISITS EACH LICENSED HOME ON A YEARLY BASIS TO MEET FACE-TO-FACE WITH THE FOSTER PARENTS AND PROVIDE SUPPORT, GUIDANCE, AND INFORMATION. CALLS ARE MADE TO EACH FOSTER HOME ON A MONTHLY BASIS TO PROVIDE ADDITIONAL SUPPORT AND INFORMATION. IN ADDITION, THE LIAISON IS AVAIALBLE 24 HOURS A DAY IN THE EVENT FOSTER PARENTS HAVE AN IMMEDIATE NEED FOR ASSISTANCE. THE FOSTER FAMILY SUPPORT LIAISON IS ALSO A LOCAL CONTACT FOR PROSPECTIVE FOSTER PARENTS. THE FAKT (FOSTER/ADOPTION/KINSHIP TRAINING) PROGRAM OPERATES THROUGH A CONTRACT WITH THE INDIANA DEPARTMENT OF CHILD SERVICES. THE PROGRAM ASSISTED 490 LICENSED FOSTER, ADOPTIVE, AND KINSHIP CARE PROVIDERS DURING THE FISCAL YEAR ENDED JUNE 30, 2011. HOWEVER, DUE TO A DECISION BY THE INDIANA DEPARTMENT OF CHILDREN'S SERVICES TO MOVE TRAINING SERVICES IN-HOUSE, THE STATE-WIDE FAKT PROGRAM PERMANENTLY ENDED ON JUNE 30, 2011. THE EDUCATION CREATES HOPE AND OPPORTUNITY (ECHO) PROGRAM IS A SCHOOL AND HOME-BASED PROGRAM THAT PROVIDES GUIDANCE AND RESOURCES TO PREGNANT AND PARENTING TEENS, ENABLING THEM TO COMPLETE THEIR HIGH SCHOOL EDUCATION AND SUCCESSFULLY PARENT THEIR CHILDREN. AS OF JUNE 30, 2011, 79 CLIENTS WERE SERVED. DURING THE YEAR ALONG, 15 OF 16 CLIENTS RECEIVED THEIR HIGH SCHOOL DIPLOMAS; 11 OF THE 15 GRADUATING CLIENTS ENROLLED TO ATTEND A COLLEGE OR UNIVERSITY FOR FALL 2012, AND THE REMAINING FOUR PLANNED TO ENROLL IN COLLEGE BY FALL 2012. IN ADDITION, THIS PROGRAM HAS BEEN EXTENDED TO STUDENTS AGES 18-24 WHO ARE ENROLLED IN AN EDUCATIONAL OR JOB TRAINING PROGRAM; THE EXPANSION IS CURRENTLY SERVING THREE STUDENTS. CATHOLIC CHARITIES ALSO PROVIDES COUNSELING SERVICES. ALTHOUGH COUNSELORS ARE NO LONGER EMPLOYEES BY THE ORGANIZATION, CATHOLIC CHARITIES COMPILED A LIST OF COUNSELORS WHO ARE PRACTICING CATHOLICS. THE LIST IS MADE AVAIALBLE UPON REQUEST TO CHURCHES, PRIESTS, AND INDIVIDUALS IN THE COMMUNITY. BY COMPILING THIS LIST, CATHOLIC CHARITIES HAS PROVIDED MORE COUNSELOR COVERAGE THROUGHOUT THE DIOCESE WHO HAVE EXPERTISE IN MANY DIFFERENT AREAS. ORGANIZATION'S MISSION (CONTINUED) FORM 990, PART III, LINE 1 (CONTINUED FROM PART III) CATHOLIC CHARITIES PROVIDES AN ARRAY OF SERVICES THAT CREATE AND BUILD FAMILIES; HELP PEOPLE COPE WITH DIFFICULT CIRCUMSTANCES, ECONOMIC HARDSHIP, AND RELATIONSHIP ISSUES; PROVIDE A FRESH START FOR HARDWORKING PEOPLE; AND ENSURE THAT CHILDREN AND SENIORS IN PARTICULAR HAVE ACCESS TO SERVICES TO PROMOTE THEIR PHYSICAL AND EMOTIONAL WELL-BEING. CATHOLIC CHARITIES SERVES THOSE IN NEED WITH SPECIAL EMPHASIS ON THE MOST VULNERABLE POPULATIONS: THE POOR, DISABLED, IMMIGRANTS, ELDERLY, AND CHILDREN. CATHOLIC CHARITIES IS COMMITTED TO IMPROVING THE QUALITY OF LIFE FOR THE INDIVIDUAL, THE FAMILY, AND THE COMMUNITY. OUR VALUES: WE BELIEVE THAT A CHILD SHOULD GROW UP IN A LOVING AND NURTURING ENVIRONMENT. WE BELIEVE THAT FAMILIES ARE THE CORNERSTONES OF OUR SOCIETY AND THEY NEED HELP TO FULFILL THEIR RESPONSIBILITY TO PROVIDE CARE AND INSTILL VALUES. WE BELIEVE IN HELP AND COMPASSION FOR THE POOR AND IMPOVERISHED. WE BELIEVE THAT THE ELDERLY SHOULD BE ABLE TO LIVE WITH DIGNITY. WE BELIEVE IN THE STRUGGLE TO BRING ABOUT CHANGE IN THE SYSTEMS THAT CAUSE HUMAN SUFFERING. WE BELIEVE THAT TO SERVE OTHERS IS TO SERVE CHRIST. OLDER ADULT SERVICES (CONTINUED) FORM 990, PART III, LINE 4A (CONTINUED FROM PART III) VILLA OF THE WOODS IS A STATE-LICENSED RESIDENTIAL FACILITY FOR OLDER ADULTS. ALL ROOMS ARE PRIVATE WITH PERSONAL BATH AND INDIVIDUALLY CONTROLLED HEAT AND AIR CONDITIONING. ALL ROOMS ARE EQUIPPED WITH CABLE TV SERVICE. THIS RETIREMENT COMMUNITY PROVIDES INDEPENDENCE, YET IS STAFFED AROUND THE CLOCK SO RESIDENTS CAN RECEIVE ASSISTANCE WHENEVER IT IS NEEDED. HOUSEKEEPING, LINEN SERVICE, MEALS, AND SOCIAL ACTIVITIES ARE PROVIDED. THE FACILITY IS CONVENIENTLY LOCATED IN A WOODED RESIDENTIAL AREA CLOSE TO THE BUS LINE, A PUBLIC LIBRARY BRANCH, AND A SHOPPING CENTER. FOR THE YEAR ENDED JUNE 30, 2011, VILLA OF THE WOODS HOUSED 15 INDIVIDUALS AND PROVIDED OVER 5,056 DAYS OF CARE. CATHOLIC CHARITIES SPONSORS RSVP (RETIRED SENIOR VOLUNTEER PROGRAM), A PROJECT OF THE ORGANIZATION FOR NATIONAL AND COMMUNITY SERVICE. RSVP MOBILIZES PEOPLE AGES 55 AND OLDER TO HELP MEET A WIDE VARIETY OF COMMUNITY NEEDS. VOLUNTEERS ARE PLACED BASED ON THEIR TALENTS, INTERESTS, AND SCHEDULES, WITH LOCAL SOCIAL SERVICE AGENCIES, SCHOOLS, LIBRARIES, HOSPITALS, PARKS, AND OTHER NONPROFIT ENTITIES. THE RSVP PROGRAM HAS ASSISTED OVER 987 VOLUNTEERS AT 121 DIFFERENT SITES. THE RSVP PROGRAM HAS ALSO PROVIDED OVER 124,420 HOURS OF VOLUNTEER SERVICES IN DEKALB, LAGRANGE, NOBLE, ST. JOSEPH, ELKHART, AND STEUBEN COUNTIES, THE VALUE OF WHICH IS OVER $2,517,500. REFUGEE RESETTLEMENT AND IMMIGRATION SERVICES (CONTINUED) FORM 990, PART III, LINE 4B (CONTINUED FROM PART III) CATHOLIC CHARITIES' HISPANIC HEALTH ADVOCATE PROGRAM IS DESIGNED TO ASSIST THE SPANISH-SPEAKING POPULATION WHO SPEAK LITTLE TO NO ENGLISH WITH THEIR MEDICAL APPOINTMENTS. THE GOAL OF THIS PROGRAM IS TO REDUCE THE LANGUAGE BARRIERS IN ORDER TO PROMOTE PREVENTATIVE HEALTH PRACTICES FOR THE SPANISH SPEAKING COMMUNITY. THE CASE MANAGERS ACCOMPANY CLIENTS TO OB-GYN, WELL BABY CHECK-UPS, UROLOGY, ONCOLOGY, DENTISTRY, CARDIOLOGY, EAR, NOSE, AND THROAT, COUNSELING, AND ANY OTHER MEDICAL RELATED APPOINTMENTS. MANY OF THE APPOINTMENTS ARE PRIMARILY FOR WOMEN AND CHILDREN. THE PROGRAM CONTINUES TO BE OFFERED AS A FREE SERVICE. THERE ARE OTHER BUSINESSES THAT OFFER INTERPRETATION AND TRANSLATION SERVICES IN DIFFERENT LANGUAGES; HOWEVER THIS WILL COST CLIENTS APPROXIMATELY $50 AN HOUR, AND MOST OF THE CLIENTS WHO UTILIZE OUR SERVICES HAVE BEEN FAMILIES WITH LIMITED OR NO INCOME. THE PROGRAM HAS ASSISTED OVER 150 FAMILIES WITH 292 APPOINTMENTS THIS FISCAL YEAR IN THE FORT WAYNE AREA. IN ADDITION, CATHOLIC CHARITIES HAS RECEIVED A GRANT FROM THE STATE OF INDIANA TO PROVIDE EMPLOYMENT SERVICES FOR REFUGEES WHO RESIDE IN THE UNITED STATES. SERVICES CAN BE PROVIDED TO REFUGEES UP TO FIVE YEARS AFTER THEY HAVE BEEN RESETTLED. CATHOLIC CHARITIES ACCOMPLISHED 156 JOB PLACEMENTS DURING THE FISCAL YEAR ENDED JUNE 30, 2011. CASE MANAGEMENT BRIEF SERVICES (CONTINUED) FORM 990, PART III, LINE 4C (CONTINUED FROM PART III) IN APRIL 2011, CATHOLIC CHARITIES WAS AWARDED TWO GRANTS THROUGH THE OFFICE OF FAITH-BASED AND COMMUNITY INITIATIVES FOR ADMINISTERING THE HARDEST HIT FUND VOLUNTEER SERVICE PROGRAM. THE PROGRAM IS PART OF THE BUILDING THE BRIDGE TO RECOVERY PROGRAM, WHOSE FOCUS IS ASSISTING QUALIFIED UNEMPLOYMENMT RECIPIENTS IN AVOIDING FORECLOSURE ON THEIR HOME MORTGAGE IN EXCHANGE FOR THEIR PARTICIPATON IN JOB TRAINING, EDUCATION, OR VOLUNTEER SERVICE. PRE-QUALIFIED CLIENTS WHO CHOOSE VOLUNTEER SERVICE AS THEIR FOCUS AREA ARE REFERRED TO CATHOLIC CHARITIES, WHO WILL THEN PROVIDE THEIR SCREENING, ORIENTATION, PLACEMENT, AND SUPERVISION. IN FISCAL YEAR 2011, THE SOUTH BEND FOOD PANTRY SERVED 10,253 INDIVIDUALS AND THE AUBURN FOOD PANTRY SERVED 10,492 INDIVIDUALS IN NEED OF FOOD ASSISTANCE. ONE THIRD OF THESE HOUSEHOLDS WERE NEW TO THE FOOD PANTRY. EACH FAMILY WHO VISITS THE PANTRY RECEIVES ENOUGH FOOD TO PREPARE FOUR MEALS; WHEN AVAILABLE, CLIENTS ALSO RECEIVE PERSONAL CARE ITEMS SUCH AS SHAMPOO, TOILET PAPER, AND DIAPERS. THE PANTRY ALSO PROVIDES CLIENTS WITH RECIPES, COMMUNITY REFERRALS, NUTRITION INFORMATION, AND SAFE FOOD HANDLING INFORMATION. THE RSVP SEWERS AND YARN CRAFTERS PROVIDED HATS, SCARVES, AND MITTENS FOR FOOD PANTRY CLIENTS, AND A NUMBER OF PEOPLE AND ORGANIZATIONS IN THE COMMUNITY HAVE MADE INDIVIDUAL GIFTS OF GOODS AND MATERIALS FOR THE FOOD PANTRY. Classes of members or stockholders Form 990, Part VI, Section A, Line 6 THE ORGANIZATION HAS THREE MEMBERS: THE DIOCESAN BISHOP OF THE DIOCESE OF FORT WAYNE-SOUTH BEND (DIOCESE) AND TWO OTHER PERSONS DESIGNATED BY THE DIOCESAN BISHOP. Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a THE ORGANIZATION'S DIRECTORS ARE ELECTED BY MAJORITY VOTE OF THE MEMBERS AND SERVE AT THE SOLE DISCRETION OF THE MEMBERS. ANY DIRECTOR MAY BE REMOVED, WITH OR WITHOUT CAUSE OR NOTICE, BY A MAJORITY VOTE OF THE MEMBERS AT ANY TIME. Decisions requiring approval by members or stockholders Form 990, Part VI, Section A, Line 7b THE MEMBERS' RESERVED POWERS INCLUDE: A) THE ESTABLISHMENT OF AND ADHERENCE TO THE PHILOSOPHY ACCORDING TO WHICH THE ORGANIZATION OPERATES; B) ANY AMENDMENT OF THE ARTICLES OF INCORPORATION OR ANY AMENDMENT OR REPEAL OF THE BYLAWS; C) THE APPOINTMENT OF REMOVAL OF ANY INDIVIDUAL TO THE BOARD OF DIRECTORS; D) THE PURCHASE, LEASE, SALE, TRANSFER, EXCHANGE, OR ENCUMBRANCE OR REAL ESTATE FOR OR ON BEHALF OF THE ORGANIZATION; E) THE SALE, LEASE, EXCHANGE, OR ANY FORM OF DISPOSAL OF ANY CORPORATE ASSETS OTHER THAN REAL ESTATE, IN OTHER THAN THE USUAL AND REGULAR COURSE OF THE ORGANIZATION'S ACTIVITIES, EXCEPT AS SPECIFICALLY PROVIDED IN THE ORGANZIATION'S BYLAWS; F) THE PLEDGE, DEDICATION TO REPAYMENT OF INDEBTEDNESS, OR ANY OTHER FORM OF ENCUMBRANCE OF THE ORGANIZATION'S ASSETS, OTHER THAN REAL ESTATE, WHETHER OR NOT IN THE USUAL AND REGULAR COURSE OF THE ORGANIZATION'S ACTIVITIES; AND G) THE MERGER OR DISSOLUTION OF THE ORGANIZATION. ANY ACTIONS TAKEN BY THE BOARD OF DIRECTORS RELATED TO THE ABOVE DESCRIBED RESERVED POWERS OF THE MEMBERS REQUIRE WRITTEN APPROVAL OF THE MEMBERS. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b THE ORGANIZATION'S MANAGEMENT PERSONNEL AND BOARD OF DIRECTORS REVIEW A FINAL DRAFT OF THE FULL FORM 990, INCLUDING ALL APPLICABLE SCHEDULES, BEFORE IT IS FILED WITH THE IRS. Conflict of interest policy Form 990, Part VI, Section B, Line 12c EACH YEAR, EVERY BOARD MEMBER AND EMPLOYEE IS REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE. THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ASSISTANT DIRECTOR REVIEW THE DISCLOSURES FOR ANY POTENTIAL CONFLICTS OF INTEREST. IF AN ACTUAL CONFLICT IS DETERMINED TO EXIST, THE ORGANIZATION'S ATTORNEY ALSO REVIEWS THE DISCLOSURE. WHERE AN EMPLOYEE HAS A CONFLICT, THAT EMPLOYEE IS NOT ALLOWED TO APPROVE ANY RELATED EXPENDITURES. IF APPLICABLE, WORK MUST BE INSPECTED BY ANOTHER EMPLOYEE OF EQUAL OR GREATER RANK IN THE ORGANIZATION. IF A BOARD MEMBER HAS A CONFLICT, THE MEMBER IS REQUIRED NOT TO VOTE OR HAVE ANY INPUT ON ANYTHING RELATED TO THE STATED CONFLICT. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a THE ORGANIZATION TAKES PART IN THE SALARY SURVEY OF CATHOLIC CHARITIES AGENCIES. THE SURVEY COMPARES THE COMPENSATION OF ALL MANAGEMENT EMPLOYEES TO SALARIES OF SIMILARLY-SITUATED EMPLOYEES IN THE MIDWEST. THE ORGANIZATION'S BOARD OF DIRECTORS USES THE SALARY SURVEY OF CATHOLIC CHARITIES AGENCIES (2010 EDITION) TO REVIEW AND APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION. THE REVIEW PROCESS FOR THE EXECUTIVE DIRECTOR WAS LAST DONE IN 2010 AND WAS DOCUMENTED IN THE BOARD MEETING MINUTES. ALL SALARIES HAVE BEEN FROZEN SINCE SEPTEMBER 2008. Public Disclosure Form 990, Part VI, Section C, Line 19 THE ORGANIZATION'S ANNUAL REPORT IS PUBLISHED IN THE ORGANIZATION'S NEWSLETTER. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. PROCESS USED TO ESTABLISH COMPENSATION OF OTHER OFFICERS FORM 990, PART VI, SECTION B, LINE 15B THE ORGANIZATION TAKES PART IN THE SALARY SURVEY OF CATHOLIC CHARITIES AGENCIES. THE SURVEY COMPARES THE COMPENSATION OF ALL MANAGEMENT EMPLOYEES TO SALARIES OF SIMILARLY-SITUATED EMPLOYEES IN THE MIDWEST. THE ORGANIZATION'S EXECUTIVE DIRECTOR USES THE SALARY SURVEY OF CATHOLIC CHARITIES AGENCIES (2010 EDITION) TO DETERMINE THE COMPENSATION FOR ALL OTHER EMPLOYEES. THIS REVIEW PROCESS WAS LAST COMPLETED IN MAY 2010. ALL SALARIES HAVE BEEN FROZEN SINCE SEPTEMBER 2008. Average hours worked per week for related organization Form 990, Part VII, Section A, Column B REV. CHRISTOPHER COX - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. REV. ANDREW NAZARETH - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. JAMES KITCHENS - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. KATHY DENICE - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. JOSEPH RYAN - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. REV GLENN KOHRMAN - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. MSGR ROBERT C. SCHULTE - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. MOST REV. KEVIN C RHOADES - DEVOTES APPROXIMATELY 40 HOURS PER WEEK TO THE DIOCESE OF FORT WAYNE-SOUTH BEND, A RELATED TAX-EXEMPT ORGANIZATION. Other changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 55157; DIOCESE OF FORT WAYNE-SOUTH BEND PO BOX 390 FORT WAYNE IN 46801 350876373 RELIGIOUS IN 501(C)(3) 1 NA false true true false false false false false false true false false false false true false false false