2026-05-13T13:34:28-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2024-07-01 942762269 CATHOLIC CHARITIES OF SANTA CLARA COUNTY CATH 4084680100 2625 ZANKER ROAD 201 SAN JOSE CA 951342107 JENNY HO CFO 4084680100 2026-05-06 1 1 SHELBY NETZ P01405265 4147775500 2026-05-06 2024 2025-03-06 01:10:19Z X DON TAYLOR 2625 ZANKER ROAD 201 SAN JOSE CA 951342107 53958986 0 0928 X WWW.CATHOLICCHARITIESSCC.ORG X 1981 CA SEE SCHEDULE O. 24 24 719 2455 0 0 52664985 48029591 2648738 2846192 868075 1119335 146715 404898 56328513 52400016 12074350 6793128 0 0 37584272 38256787 0 0 2609761 7026216 8036841 56684838 53086756 -356325 -686740 44110018 45857893 6699417 7711224 37410601 38146669 X CATHOLIC CHARITIES OF SANTA CLARA COUNTY SERVES AND ADVOCATES FOR FAMILIES AND INDIVIDUALS IN NEED, ESPECIALLY THOSE LIVING IN POVERTY. ROOTED IN GOSPEL VALUES, WE WORK TO CREATE A MORE JUST AND COMPASSIONATE COMMUNITY IN WHICH PEOPLE OF ALL CULTURES AND BELIEFS CAN PARTICIPATE AND PROSPER. 0 0 16622764 1123498 18602847 CHILDREN, YOUTH AND FAMILY DEVELOPMENT:THE CHILDREN, YOUTH AND FAMILY DEVELOPMENT SERVES ALL AGES THROUGH A COMMUNITY-BASED APPROACH TO EMPOWER PARTICIPANTS TO IMPROVE THEIR EDUCATION, HEALTH AND FAMILY RELATIONSHIPS TO STRENGTHEN THEIR RESILIENCY AND PREVENT POVERTY. SEE SCHEDULE O FOR DETAIL ON SPECIFIC PROGRAMS. 11768923 3810600 6796193 COMMUNITY ADVOCACY AND FAMILY SUPPORT:THIS PROGRAM INCLUDES OLDER ADULT SERVICES; EMERGENCY PROGRAMS AND HOUSING SERVICES; CATHEDRAL SOCIAL MINISTRIES; ADVOCACY AND COMMUNITY ENGAGEMENT; AND YOUTH EMPOWERED FOR SUCCESS. SEE SCHEDULE O FOR DETAIL ON SPECIFIC PROGRAMS. 5829629 1434697 6454267 REFUGEE FOSTER CARE:PROVIDES SUPPORT AND PLACEMENT FOR UNACCOMPANIED REFUGEE MINORS WITH HOST FOSTER FAMILIES IN SANTA CLARA COUNTY AND EIGHT OTHER COUNTIES IN THE BAY AREA. THE PROGRAM TRAINS AND SUPPORTS PERSONS WHO WANT TO BECOME FOSTER PARENTS. THE PROGRAM ALSO COVERED AFGHAN REFUGEE SUPPORT AND PLACEMENT. 4866764 415063 4978496 ECONOMIC DEVELOPMENT SERVICES:ENABLES PARTICIPANTS TO MOVE OUT OF POVERTY AND TOWARD SELF-RELIANCE. PROGRAMS UNDER THE ECONOMIC DEVELOPMENT SERVICES UMBRELLA INCLUDE:EMPLOYMENT NETWORK - PROVIDES COMPREHENSIVE JOB READINESS, PRE-EMPLOYMENT, JOB PLACEMENT, JOB RETENTION, AND JOB UPGRADE SERVICES TO PEOPLE WITH MENTAL ILLNESS AND THOSE FORMERLY INCARCERATED THROUGH FOCUS FOR WORK AND RIGHT DIRECTIONS PROGRAMS AND HELPS ANY UNEMPLOYED PERSON FIND WORK THROUGH PATHFINDER. - FOCUS FOR WORK - PROVIDES INDIVIDUAL AND GROUP EMPLOYMENT PREPARATION SERVICES, JOB DEVELOPMENT SERVICES, AND POST-EMPLOYMENT SUPPORT FOR ADULTS DIAGNOSED WITH MENTAL ILLNESS. - RIGHT DIRECTIONS - PROVIDES INDIVIDUAL AND GROUP EMPLOYMENT PREPARATION SERVICES, JOB DEVELOPMENT SERVICES, AND POST-EMPLOYMENT SUPPORT FOR ADULTS RE-ENTERING FROM JAIL OR PRISON. - INDIVIDUAL PLACEMENT & SUPPORT SERVICES - PROVIDES FULL SCOPE EMPLOYMENT SERVICES FOR INDIVIDUALS WITH A MENTAL HEALTH DIAGNOSIS AND DESIRE TO WORK. - FEE FOR SERVICE - PROVIDES EMPLOYMENT SERVICES FOR ADULTS REFERRED BY THE DEPARTMENT OF REHABILITATION. - JOBTREK - PROVIDES SERVICES FOR INDIVIDUALS REFERRED BY THE PROBATION DEPARTMENT OF SANTA CLARA COUNTY AND NEEDING ASSISTANCE TO ACCESS EMPLOYMENT OPPORTUNITIES. - PATHFINDER EMPLOYMENT - PROVIDES INDIVIDUAL AND GROUP EMPLOYMENT PREPARATION SERVICES, JOB DEVELOPMENT SERVICES, AND POST-EMPLOYMENT SUPPORT FOR ANY JOB SEEKER.FAMILY ASSET DEVELOPMENT - A NEW PROGRAM ADDED DURING THE YEAR ENDED JUNE 30, 2023 PROVIDES FAMILIES WITH ASSISTANCE IN ENROLLING FOR PUBLIC BENEFITS INCLUDING SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP), FORMERLY KNOWN AS THE FOOD STAMPS PROGRAM; MEDI-CAL, WHICH PAYS FOR A VARIETY OF MEDICAL SERVICES FOR CHILDREN AND ADULTS WITH LIMITED INCOME AND RESOURCES; AND CALIFORNIA WORK OPPORTUNITY AND RESPONSIBILITY TO KIDS (CALWORKS), A PUBLIC ASSISTANCE PROGRAM THAT PROVIDES CASH AID AND SERVICES TO ELIGIBLE LOW-INCOME FAMILIES THAT HAVE A CHILD(REN) IN THE HOME. ADDITIONALLY, ELIGIBLE FAMILIES CAN RECEIVE HELP FILING TAXES THROUGH TAX EZ TO RECEIVE EARNED INCOME TAX CREDITS AND/OR CHILD TAX CREDITS.FINANCIAL EDUCATION SERVICES - ENABLES CLIENTS TO ACQUIRE BASIC FINANCIAL LITERACY AND MOVE TOWARD ESTABLISHING ECONOMIC STABILITY THROUGH EFFECTIVE MONEY MANAGEMENT AND BUDGETING. IT INCLUDES FREE FINANCIAL EDUCATION PROGRAMS FOR LOW-INCOME INDIVIDUALS AND FAMILIES.IMMIGRATION LEGAL SERVICES - ARE FULLY ACCREDITED BY THE FEDERAL BOARD OF IMMIGRATION APPEALS TO PROVIDE PROFESSIONAL LEGAL CONSULTATIONS AND A FULL RANGE OF IMMIGRATION LEGAL SERVICES FOR LOW-INCOME PEOPLE THROUGHOUT SANTA CLARA COUNTY. SERVICES INCLUDE FAMILY VISAS, FIANC/E-VISA, ADJUSTMENT OF STATUS, EMPLOYMENT AUTHORIZATION, RE-ENTRY PERMIT AND ADVANCE PAROLE, POLITICAL ASYLUM, SPECIAL IMMIGRANT JUVENILE, RELIGIOUS VISA, FAMILY UNITY, TEMPORARY PROTECTED STATUS (TPS), VIOLENCE AGAINST WOMEN'S ACT (VAWA), NICARAGUAN ADJUSTMENT AND CENTRAL AMERICAN RELIEF ACT (NACARA), INADMISSIBILITY WAIVERS, REMOVAL DEFENSE, REPRESENTATION, FREEDOM OF INFORMATION ACT REQUESTS, CITIZENSHIP INFORMATION AND APPLICATIONS, PHOTOS AND FINGERPRINTING, DACA SERVICES AND EDUCATION, AND LEGAL SERVICES TO UNACCOMPANIED IMMIGRANT CHILDREN.SOUTH COUNTY CITIZENSHIP SERVICES - OFFERS CITIZENSHIP SERVICES IN GILROY, MORGAN HILL, AND SAN MARTIN, CALIFORNIA. CITIZENSHIP SERVICES INCLUDE APPLICATION ASSISTANCE, INTERVIEW PREPARATION, LEGAL ASSISTANCE OR REFERRAL TO LEGAL ASSISTANCE. FREE SOUTH COUNTY CITIZENSHIP DAYS ARE HELD TWICE A YEAR. 3747300 8270 4405018 BEHAVIORAL HEALTH SERVICES:WORKING TO IMPROVE THE WELLBEING OF OUR PARTICIPANTS THROUGH MENTAL HEALTH AND CASE MANAGEMENT SERVICES, PROGRAMS UNDER THE BEHAVIORAL HEALTH SERVICES (BHS) UMBRELLA INCLUDE: - FAMILY AND CHILDREN'S SERVICES - OFFERS OUTPATIENT SERVICES FOR CHILDREN WHO ARE SERIOUSLY AND EMOTIONALLY DISTURBED AND THEIR FAMILIES. SERVICES INCLUDE PSYCHIATRIC EVALUATIONS, MEDICAL MONITORING, THERAPY, PREVENTION AND EARLY INTERVENTION, CASE MANAGEMENT AND FAMILY SUPPORT, INCLUDING SUPERVISED AND HOME VISITS. PROGRAMS INCLUDE: CHILDREN'S COUNSELING; PREVENTION AND EARLY INTERVENTION; AND BABY STEPS. - OLDER ADULT SERVICES: OLDER ADULT OUTPATIENT PROGRAM - PROVIDES CASE MANAGEMENT AND MENTAL HEALTH SERVICES, INCLUDING MEDICATION SUPPORT, TO OLDER ADULTS WHO ARE EXPERIENCING CHRONIC EMOTIONAL PROBLEMS. OLDER ADULT OUTPATIENT PROGRAM ALSO DEVELOPS SUPPORT GROUPS AND EDUCATES FAMILY MEMBERS AND COMMUNITY SERVICE PROVIDERS ABOUT HELPING OLDER ADULTS WITH MENTAL HEALTH CONDITIONS. - TRANSITIONING OFF AND PREVENTING PLACEMENT (TOPP) - PROVIDES MENTAL HEALTH SERVICES TO YOUTH AGES 5 TO 18 IN SANTA CLARA COUNTY. CLIENTS CANNOT HAVE MEDI-CAL AND MUST EITHER BE UNINSURED OR HAVE PRIVATE INSURANCE THAT DOES NOT MEET THEIR NEEDS. - CALAIM - COMMUNITY HEALTH WORKERS PROVIDE OUTREACH AND COMMUNITY SUPPORT.SUPPORTIVE HOUSING SERVICES AT CHARITIES HOUSING DEVELOPMENT CORPORATION (CHDC) - PROVIDES SERVICE COORDINATION AND REFERRALS FOR RESIDENTS OF CHDC UNITS. 1663245 1000 1518765 FOOTSTEPS: PATHS TO SELF-SUFFICIENCY:THIS PLACE-BASED AND FAMILY-CENTERED COMMUNITY CHANGE MODEL, WHICH IS PART OF THE AGENCY'S STRATEGIC VISION, ASSISTS ENTIRE FAMILIES ON THEIR JOURNEYS TO ECONOMIC MOBILITY AND SELF-SUFFICIENCY. FAMILY MEMBERS RANGING IN AGE FROM NEWBORN TO GRANDPARENTS ARE PAIRED WITH GUIDES TO HELP THEM BETTER ACCESS MULTIPLE SERVICES BASED ON THEIR MULTIPLE AND INDIVIDUAL NEEDS. THE GOAL IS BREAKING THE CYCLE OF POVERTY THROUGH TRAUMA-INFORMED CARE, SERVICE GUIDES, WRAP-AROUND SERVICES, A SEAMLESS WELCOME, AND COMMUNITY ENGAGEMENT. "FOOTSTEPS" IS EVIDENCE-INFORMED TO DISRUPT POVERTY IN SPECIFIC NEIGHBORHOODS. IN ADDITION TO THE INCREASE IN BRAIDED SERVICES FOR FAMILIES, THIS STRATEGIC INITIATIVE IS SUPPORTED BY A RESPONSIVE INFRASTRUCTURE TO UPGRADE OPERATIONS INCLUDING THE AGENCY'S DATA, TECHNOLOGY AND SYSTEMS; AS WELL AS BECOMING A "WORLD-CLASS LEARNING ORGANIZATION; AND ENSURING NEW AND ADDITIONAL FUNDING.INSPIRED BY THE ENTREPRENEURIAL SPIRIT OF SILICON VALLEY, THE ORGANIZATION IS REIMAGINING SOCIAL JUSTICE AND SOCIAL SERVICE PROGRAMS. THE GOAL IS TO TRANSFORM THE WAYS IN WHICH WE, AS A COMMUNITY, ADDRESS NOT JUST THE SYMPTOMS OF POVERTYFOOD INSECURITY, HOMELESSNESS, LACK OF ACCESS TO EDUCATION AND HEALTH CARE, AND ECONOMIC INSECURITYBUT ALSO THE COMPLEX, INTERTWINED CAUSES THAT THREATEN THE HEALTH AND STABILITY OF OUR NEIGHBORHOODS. IN DOING SO, THE ORGANIZATION WILL REVOLUTIONIZE CARE FOR THE POOR AND THOSE IN NEED BY PROVIDING MORE ACCESSIBLE AND SUSTAINABLE PATHS TO LIVES OF DIGNITY AND SELF-SUFFICIENCY. 10277309 424333 10902279 44498625 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 36 0 1 719 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 24 24 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X JENNY HO 4083255110 2625 ZANKER ROAD SAN JOSE CA 95134 LISA CHRISTIAN WEIDANZ CHIEF PROGRAM & STRATEGY OFFICER 40.00 0.00 X 356713 0 24666 GREGORY KEPFERLE CHIEF EXECUTIVE OFFICER (OUTGOING) 40.00 1.00 X 321001 0 37978 SUSAN TAYLOR CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 257000 0 36260 JENNY HO CHIEF FINANCIAL OFFICER 40.00 0.00 X 253836 0 28207 JOAN CECILLA A DOHINA CHIEF HUMAN RESOURCE OFFICER 40.00 0.00 X 213563 0 13739 EILA LATIF DIVISION DIRECTOR 40.00 0.00 X 157574 0 54315 KAVITA VORA CONTROLLER 40.00 0.00 X 162000 0 32606 JAMES B SHOVEN DIRECTOR OF MAJOR GIFTS 40.00 0.00 X 159497 0 30931 MUNISHA VOHRA MANAGING DIR OF CLINIC SVCS 40.00 0.00 X 171239 0 18903 CECILIA BYNUM SENIOR DIRECTOR OF PLANNED GIVING & CORP RELATIONS 40.00 0.00 X 171666 0 6547 DON TAYLOR CHIEF EXECUTIVE OFFICER (INCOMING) 40.00 1.00 X 15208 0 0 PAUL SANCHIRICO PRESIDENT 10.00 0.00 X X 0 0 0 JAMES OTIENO VICE PRESIDENT 10.00 0.00 X X 0 0 0 LISA KLOPPENBERG SECRETARY 3.00 0.00 X X 0 0 0 BISHOP OSCAR CANTU CHAIRMAN 3.00 1.00 X X 0 0 0 BARBARA GOMEZ-ARUINAGA DIRECTOR 2.00 0.00 X 0 0 0 BILL EVANS DIRECTOR 2.00 0.00 X 0 0 0 BILL ROTH DIRECTOR 2.00 0.00 X 0 0 0 FR ANDRES LIGOT DIRECTOR 2.00 1.00 X 0 0 0 HYOUNG CHON DIRECTOR 2.00 1.00 X 0 0 0 JOHN OOSTERHOUSE DIRECTOR 2.00 0.00 X 0 0 0 JUDITH SANCHEZ MD DIRECTOR 2.00 0.00 X 0 0 0 LAURA GARCIA DIRECTOR 2.00 0.00 X 0 0 0 LIZ MIRELES DIRECTOR 2.00 0.00 X 0 0 0 MICHELLE VONDERHAAR DIRECTOR 2.00 0.00 X 0 0 0 WENDY BRENNAN DIRECTOR 2.00 0.00 X 0 0 0 PATRICK WAITE DIRECTOR 2.00 0.00 X 0 0 0 PAUL BAKER DIRECTOR 2.00 0.00 X 0 0 0 RICH RAMKO DIRECTOR 2.00 0.00 X 0 0 0 RON GONZALES DIRECTOR 2.00 0.00 X 0 0 0 ROSIO GONZALEZ DIRECTOR 2.00 1.00 X 0 0 0 YEN HOANG DO DIRECTOR 2.00 0.00 X 0 0 0 SUSAN BISHOP DIRECTOR 2.00 0.00 X 0 0 0 VINCENT SUNZERI DIRECTOR 2.00 0.00 X 0 0 0 DEACON ERIC SIMONTIS DIRECTOR 2.00 1.00 X 0 0 0 2239297 0 284152 53 0 1 0 SWENSON DEVELOPMENT & CONSTRUCTION 715 N FIRST ST SAN JOSE CA 95112 CLEANING SERVICES 352306 MOONCHEF LLC 945 SACRAMENTO ST SAN FRANCISCO CA 94108 CATERING SERVICES 287473 ST ANDREW'S RESIDENTIAL PROGRAMS FOR YO 811 SHERMAN OAKS DR SAN JOSE CA 95128 TRANSITIONAL HOUSING FOR REFUGEE KIDS 275754 CT COACHWORKS LLC 9700 INDIANA AVE RIVERSIDE CA 92503 CUSTOM VAN DESIGN FOR MEDICAL MOBILE UNI 235535 AIR MECHANIX 427 PERRYMONT AVE SAN JOSE CA 95125 FACILITIES REPAIRS AND MAINTENANCE 173110 11 167990 33240131 14621470 4961301 48029591 PROGRAM SERVICE FEES 624100 2846192 2846192 2846192 872852 872852 341217 0 341217 341217 341217 1490070 250000 1493587 0 -3517 250000 246483 246483 66075 167990 65383 692 692 MISCELLANEOUS INCOME 900099 62989 62989 62989 52400016 2846192 0 1524233 585401 585401 6207727 6207727 1546617 1283692 170128 92797 29375652 24566931 3282865 1525856 1109224 885177 151399 72648 3488323 2967756 291247 229320 2736971 2366402 232456 138113 206151 206151 109939 109939 29062 29062 1735857 1259842 362144 113871 149264 4606 12486 132172 2768607 2375910 363166 29531 584173 436422 128286 19465 270705 256484 11178 3043 153050 116242 34193 2615 462335 292779 157650 11906 737414 608149 106930 22335 MISCELLANEOUS EXPENSES 529669 197554 259962 72153 PRINTING AND ARTWORK 154476 57082 88 97306 SUBSCRIPTIONS 146139 30469 69040 46630 53086756 44498625 5978370 2609761 13198054 13345879 145623 1130326 9726247 9374458 716103 339042 16908802 12845205 3096845 4063597 71110 75540 16946833 17309632 209203 219419 44110018 45857893 5961048 6171015 723833 1524663 14536 15546 6699417 7711224 X 16795237 17605178 20615364 20541491 37410601 38146669 44110018 45857893 -686740 1422808 0 X X 0 1 X 1 1 1 X 49530774 52130240 53271379 52664985 48029591 255626969 49530774 52130240 53271379 52664985 48029591 255626969 255626969 328029 405165 547450 960859 1214069 3455572 49313 3946 222 692 54173 376500 146922 133703 51941 62989 772055 259908769 12014830 0.98350 0.98530 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 376,500. 2021 AMOUNT: $ 146,922. 2022 AMOUNT: $ 133,703. 2023 AMOUNT: $ 51,941. 2024 AMOUNT: $ 62,989. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12927620 31755 1233788 390091 13803072 11935725 13252 1435148 456505 12927620 11191525 13988 1198084 467872 11935725 13049006 23795 -1576520 304756 11191525 10900498 15193 2789005 655690 13049006 0.00000 1.00000 0.00000 1 0 1153757 1153757 7976360 7217671 758689 2837721 2551209 286512 1874884 1322814 552070 3066080 1753511 1312569 4063597 CBIS CUIT BALANCED FUND 3158270 F CBIS CUIT BALANCED FUND 3716067 F CATHOLIC COMMUNITY FOUNDATION 10435295 F 17309632 ANNUITY AND LIFE INCOME OBLIGATIONS 15546 15546 X 53793762 1422808 1422808 52370954 29062 29062 52400016 53057694 0 53057694 29062 29062 53086756 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS CONSIST OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND BY THE CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE ORGANIZATION HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE ORGANIZATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY, AND HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. GOLF TOURNAMENT 110011 81048 28963 21432 2016 4517 BOCCE TOURNAMENT 85536 69375 16161 626 14531 816 1104 1 38518 17567 20951 7700 11746 895 234065 167990 66075 626 43663 13762 816 6516 65383 692 1 DIOCESE OF SAN JOSE THE CHANCERY 11450 NORTH FIRST STREET STE 100 SAN JOSE CA 95112 942734503 501(C)(3) 128787 0 PROGRAM SUPPORT PANGEA LEGAL SERVICES 391 SUTTER STREET SAN FRANCISCO CA 94108 364748424 501(C)(3) 51567 0 PROGRAM SUPPORT CENTER FOR EMPLOYMENT TRAINING 701 VINE STREET STE 115 SAN JOSE CA 95110 941658311 501(C)(3) 51567 0 PROGRAM SUPPORT INTERNATIONAL RESCUE COMMITTEE 440 GRAND AVENUE 500 OAKLAND CA 94610 135660870 501(C)(3) 51567 0 PROGRAM SUPPORT COMMUNITY LEGAL SERVICES IN EAST PALO ALTO 1861 BAY ROAD EAST PALO ALTO CA 94303 223866910 501(C)(3) 51567 0 PROGRAM SUPPORT STEP FORWARD FOUNDATION PO BOX 123 MORGAN HILL CA 95038 208172439 501(C)(3) 51567 0 PROGRAM SUPPORT SERVICES IMMIGRANT RIGHTS AND EDUCATION NETWORK 1425 KOLL CIRCLE STE 108 SAN JOSE CA 95112 770487468 501(C)(3) 51567 0 PROGRAM SUPPORT ASIAN LAW ALLIANCE 991 WEST HEDDING STREET STE 202 SAN JOSE CA 95126 942439581 501(C)(3) 51567 0 PROGRAM SUPPORT SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 941156617 501(C)(3) 51567 0 PROGRAM SUPPORT LAW FOUNDATION SILICON VALLEY 4 NORTH SECOND STREET SUITE 1300 SAN JOSE CA 95113 521014754 501(C)(3) 12852 0 PROGRAM SUPPORT OUR LADY OF REFUGE CHURCH 5195 STEARNS ST LONG BEACH CA 90815 953653101 501(C)(3) 7500 0 GENERAL SUPPORT 11 0 FINANCIAL ASSISTANCE 1987 739143 OTHER GENERAL ASSISTANCE 921 228433 RENTAL ASSISTANCE 204 631484 FOOD ASSISTANCE 19228 4608667 SEE PART IV EMERGENCY FOOD DISTRIBUTION - PROVIDES GROCERY BOXES WEEKLY BOTH THROUGH HOME DELIVERIES AND PARISH DRIVE THROUGH AND WALK-IN SITES. PART I, LINE 2: 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 INDIVIDUALS. FOOD ASSISTANCE - VALUATION IS PROVIDED TO THE ORGANIZATION BY THE DONOR AND IS BASED ON THE FEDERAL ESTABLISHED RATES PROVIDED BY SECOND HARVEST, AND APPROXIMATES THE VALUE THAT THE ORGANIZATION WOULD PAY FOR SIMILAR PRODUCTS ON THE MARKET. SCHEDULE I, PART III: VALUATION IS PROVIDED TO THE ORGANIZATION BY THE DONOR AND IS BASED ON THE FEDERAL ESTABLISHED RATES PROVIDED BY SECOND HARVEST, AND APPROXIMATES THE VALUE THAT THE ORGANIZATION WOULD PAY FOR SIMILAR PRODUCTS ON THE MARKET. X X X 1 0 0 0 0 0 0 0 0 LISA CHRISTIAN WEIDANZ CHIEF PROGRAM & STRATEGY OFFICER 260499 0 0 0 96214 0 13477 0 11189 0 381379 0 0 0 GREGORY KEPFERLE CHIEF EXECUTIVE OFFICER (OUTGOING) 314429 0 0 0 6572 0 16103 0 21875 0 358979 0 0 0 SUSAN TAYLOR CHIEF DEVELOPMENT OFFICER 250428 0 0 0 6572 0 12995 0 23265 0 293260 0 0 0 JENNY HO CHIEF FINANCIAL OFFICER 252646 0 0 0 1190 0 9552 0 18655 0 282043 0 0 0 JOAN CECILLA A DOHINA CHIEF HUMAN RESOURCE OFFICER 212895 0 0 0 668 0 10830 0 2909 0 227302 0 0 0 EILA LATIF DIVISION DIRECTOR 152241 0 3250 0 2083 0 30682 0 23633 0 211889 0 0 0 KAVITA VORA CONTROLLER 158042 0 3439 0 519 0 8645 0 23961 0 194606 0 0 0 JAMES B SHOVEN DIRECTOR OF MAJOR GIFTS 155997 0 3216 0 284 0 8247 0 22684 0 190428 0 0 0 MUNISHA VOHRA MANAGING DIR OF CLINIC SVCS 165751 0 3322 0 2166 0 6309 0 12594 0 190142 0 0 0 CECILIA BYNUM SENIOR DIRECTOR OF PLANNED GIVING & CORP RELATIONS 170895 0 0 0 771 0 4801 0 1746 0 178213 0 0 0 PART I, LINE 4A LISA CHRISTIAN WEIDANZ RECEIVED A SEVERANCE PAYMENT OF $90,236. X 39 67383 AUCTION PRICED X 18 285251 MARKET PRICE X 2756316 4608667 ESTIMATED SELLING PRICE 0 0 1 1 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE. FORM 990, SCHEDULE M, LINE 32B: VEHICLE DONATION PROGRAM - DONOR DONATES VEHICLE TO AGENCY. THE ADMINISTRATIVE ASSISTANT WITHIN THE DIVISION WORKS WITH DONOR TO PROVIDE PINK SLIP, MILEAGE, CONDITION OF VEHICLE AND TRANSFER OF TITLE TO AGENCY. THE AGENCY THEN WORKS WITH A TOWING COMPANY TO PICK UP THE VEHICLE ONCE TITLE IS TRANSFERRED AND THE VEHICLE IS AUCTIONED OR SOLD AS SCRAP. ONCE THIS IS DONE FUNDS ASSOCIATED WITH THE SALE ARE GIVEN TO CATHOLIC CHARITIES. AT THAT POINT THE ASSISTANT WILL GIVE THE DONOR A LETTER THAT REPRESENTS THE FAIR MARKET VALUE OF THE DONATED VEHICLE. FORM 990, PART I, LINE 1 CATHOLIC CHARITIES OF SANTA CLARA COUNTY (CATHOLIC CHARITIES OR, THE ORGANIZATION), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, SERVES AND ADVOCATES FOR FAMILIES AND INDIVIDUALS IN NEED, ESPECIALLY THOSE LIVING IN POVERTY. ROOTED IN GOSPEL VALUES, THE ORGANIZATION WORKS TO CREATE A MORE JUST AND COMPASSIONATE COMMUNITY IN WHICH PEOPLE OF ALL CULTURES AND BELIEFS CAN PARTICIPATE AND PROSPER. OUR GOAL IS SYSTEMIC, LASTING CHANGE THAT ENABLES DISADVANTAGED FAMILIES TO LIFT THEMSELVES OUT OF POVERTY BY TACKLING ROOT CAUSES OF ECONOMIC INEQUALITY IN SILICON VALLEY. AND BY SUPPORTING FAMILIES, NOT ONLY ARE WE LIVING UP TO OUR MOTTO OF "CHANGING LIVES FOR GOOD," BUT ALSO WE ARE FULFILLING OUR COMMITMENT TO A MORE JUST AND COMPASSIONATE COMMUNITY. WE IMAGINE A VALLEY WHERE: - EVERY CHILD HAS THE OPPORTUNITY TO LEARN FROM CRADLE TO GRANDPARENT AND LIVES IN A NEIGHBORHOOD FREE FROM FEAR. - FAMILIES CAN AFFORD TO LIVE IN SAFE AND DECENT HOUSING AND EAT NUTRITIOUS FOOD. - ENTERPRISING WORKERS CAN EARN ENOUGH TO MAKE ENDS MEET AND SAVE FOR THE FUTURE. - IMMIGRANTS AND REFUGEES ARE WELCOMED. - THOSE WHO ARE IMPRISONED, PHYSICALLY AND MENTALLY ILL, ELDERLY AND VULNERABLE CAN FIND HEALING AND HOPE. CATHOLIC CHARITIES 'CHANGES LIVES FOR GOOD' BY ALLEVIATING, PREVENTING AND REDUCING POVERTY. WE EMPLOY HOLISTIC AND TARGETED STRATEGIES THAT DISRUPT POVERTY, PROMOTE GREATER EQUITY AND INCLUSION, SUPPORT WELLNESS AND LEAD TO GREATER ECONOMIC MOBILITY FOR ALL RESIDENTS OF SANTA CLARA COUNTY. WE REACH MORE THAN 108,000 PEOPLE A YEAR INCLUDING CHILDREN, YOUTH, ADULTS, SENIORS, FAMILIES LIVING IN POVERTY, REFUGEES AND IMMIGRANTS, PEOPLE WITH DISABILITIES, THOSE ENGAGED WITH THE LEGAL SYSTEM, AND OTHER VULNERABLE POPULATIONS. A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION INCORPORATED IN 1981, CATHOLIC CHARITIES' PRIMARY SOURCES OF REVENUE AND SUPPORT ARE FROM CONTRIBUTIONS, GOVERNMENT CONTRACTS AND GRANTS, PROGRAM SERVICE FEES, AND IN-KIND CONTRIBUTIONS. DURING THE YEAR ENDED JUNE 30, 2022, THE ORGANIZATION LAUNCHED "FOOTSTEPS: PATHWAYS TO SELF-SUFFICIENCY," A STRATEGIC INITIATIVE INFORMED BY OUR LONG HISTORY OF SUPPORTING OUR NEIGHBORS IN NEED AND DISRUPTING INTER-GENERATIONAL POVERTY. SPECIFICALLY, THIS INITIATIVE IS FAMILY-CENTERED, NEIGHBORHOOD-BASED, AND AIMS TO TRANSFORM ENTIRE COMMUNITIES THROUGH A "ONE FAMILY AT A TIME" APPROACH. MULTIPLE SERVICES ADDRESS FAMILIES' MULTIPLE NEEDS WITH A COMPASSIONATE AND HEALING APPROACH TO FAMILY MEMBERS' PAST TRAUMAS THAT CONTRIBUTE TO THEIR CURRENT CIRCUMSTANCES. COMMUNITY ENGAGEMENT OPPORTUNITIES ENCOURAGE FAMILY MEMBERS TO BE ACTIVE ADVOCATES OF THE ISSUES THAT IMPACT THEIR OWN FAMILIES AND THEIR NEIGHBORHOODS. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: SPECIFIC PROGRAMS UNDER CHILDREN, YOUTH AND FAMILY DEVELOPMENT INCLUDE: CORAL (COMMUNITIES ORGANIZING RESOURCES TO ADVANCE LEARNING) - IS AN AFTER-SCHOOL ENHANCED LEARNING PROGRAM AT OVER TWENTY SAN JOSE PUBLIC ELEMENTARY AND MIDDLE SCHOOLS IN THE FRANKLIN-MCKINLEY AND SAN JOSE UNIFIED SCHOOL DISTRICTS. CORAL FOCUSES ON IMPROVING STUDENT ACHIEVEMENT THROUGH BALANCED LITERACY AND ENRICHMENT ACTIVITIES, INCLUDING STEAM. FAMILY RESOURCE CENTERS (FRCS) - CATHOLIC CHARITIES OPERATES SIX FRCS FOR FIRST 5 SANTA CLARA COUNTY TO SUPPORT FAMILIES AND THE HEALTHY DEVELOPMENT OF THEIR CHILDREN AGES 0-5 YEARS. THE PROGRAM INCLUDES PARENTING WORKSHOPS PLUS COMMUNITY ENGAGEMENT AND EDUCATION ACTIVITIES, E.G., NEW BEGINNINGS, PARENT CAFE, PARENT CHILD PLUS, FAMILIES FRIENDS NEIGHBORS (FFN), PARENT CHILD PLUS FFN, AND DIGITAL LITERACY. THE FRANKLIN-MCKINLEY CHILDREN'S INITIATIVE - IS A PLACE-BASED ANTI-POVERTY STRATEGY FOCUSED ON HELPING EVERY CHILD IN THE SANTEE AND SEVEN TREES NEIGHBORHOODS SUCCEED FROM CRADLE TO CAREER THROUGH CREATING STRONG AND SAFE NEIGHBORHOODS, STRENGTHENING EDUCATIONAL OPPORTUNITIES, AND STRENGTHENING FAMILIES AND ECONOMIC DEVELOPMENT THROUGH A COMMUNITY-BASED COALITION. KINSHIP RESOURCE CENTER - PROVIDES COMPREHENSIVE SERVICES AND SUPPORT TO GRANDPARENTS AND OTHER RELATIVES WHO ARE RAISING THE FAMILY'S CHILDREN. SERVICES INCLUDE CASE MANAGEMENT, HEALTH ASSESSMENTS, SUPPORT GROUPS, RESPITE CARE, RECREATION, INFORMATION AND REFERRAL, EDUCATION SEMINARS AND ASSISTANCE WITH LEGAL GUARDIANSHIP PACKETS, AS WELL AS AN INDEPENDENT LIVING PROGRAM FOR YOUTH MOVING OUT OF KINSHIP CARE. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: SPECIFIC PROGRAMS UNDER COMMUNITY ADVOCACY AND FAMILY SUPPORT INCLUDE: OLDER ADULT SERVICES - ASSISTS SENIORS TO MAINTAIN HEALTH AND WELLNESS THROUGH MULTIPLE PROGRAMS. - 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 OF 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 CATHOLIC CHARITIES EASTSIDE NEIGHBORHOOD CENTER AND JOHN XXIII MULTI-SERVICE CENTER IN SAN JOSE. PROGRAMS SHIFTED TO GRAB AND GO MEALS IN MARCH 2020 DUE TO PANDEMIC RESTRICTIONS. - SENIOR PROGRAMS AT NEIGHBORHOOD CENTERS - OFFER 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, DAILY NOON MEALS, WEEKLY GROCERY BAGS, EXERCISES SUCH AS TAI CHI, DANCES, HEALTH EDUCATION, AND CULTURAL CELEBRATIONS AT JOHN XXIII AND EASTSIDE NEIGHBORHOOD CENTER. EMERGENCY PROGRAMS AND HOUSING SERVICES - SUPPORTS FAMILIES AND INDIVIDUALS WITH CRITICAL NEEDS. - EMERGENCY FOOD DISTRIBUTION - PROVIDES GROCERY BOXES WEEKLY BOTH THROUGH HOME DELIVERIES AND PARISH DRIVE-THROUGH AND WALK-IN SITES. - DISASTER RECOVERY SERVICES - SERVES PEOPLE OF ALL AGES AND BACKGROUNDS THROUGH A CLIENT CENTRIC APPROACH DURING EMERGENCIES, INCLUDING BOTH NATURAL AND MANMADE DISASTERS, AS WELL AS VULNERABLE COMMUNITIES IMPACTED BY THE HOUSING CRISIS IN SANTA CLARA COUNTY. THE PROGRAM ASSISTS DISASTER SURVIVORS WITH EMERGENCY AND TRANSITIONAL HOUSING ASSISTANCE, FINANCIAL ASSISTANCE, ASSISTANCE WITH TRANSPORTATION AND CASE MANAGEMENT SERVICES TO RESTORE THEM TO SELF-SUFFICIENCY. SINCE MARCH 2020 AND THE ONSET OF THE PANDEMIC, THE PROGRAM HAS ASSISTED WITH SIGNIFICANTLY EXPANDED FOOD DISTRIBUTION TO FAMILIES AFFECTED BY THE PANDEMIC AND ECONOMIC CRISIS. CATHEDRAL SOCIAL MINISTRIES - SUPPORTS FAMILIES AND INDIVIDUALS IMPACTED BY INCARCERATION AND THOSE WHO ARE UNHOUSED. - THE WINDOW - SERVES MORE THAN 1,800 UNHOUSED INDIVIDUALS WITH MAIL, SANDWICHES, REFERRAL AND SERVICE NAVIGATION TO SHELTER, EMPLOYMENT, SOCIAL SECURITY, SHOWER VANS AND PRIMARY HEALTH CARE. - CATHOLIC CHARITIES JOHN XXIII GARDNER HEALTHCARE CLINIC - OFFERS SERVICES INCLUDING PRIMARY HEALTH CARE, SUBSTANCE ABUSE, AND PHARMACY ASSISTANCE TO THE HOMELESS, THE IMMIGRANT, MIGRANT WORKERS, AND UNINSURED FAMILIES AND INDIVIDUALS. - BRIDGES OF HOPE - IS A POST-RELEASE SERVICE THROUGH A FAITH-BASED COLLABORATIVE THAT ASSISTS THOSE RELEASED FROM INCARCERATION WITH RE-INTEGRATING INTO SOCIETY WITH JOBS, HOUSING, AND A FAITH COMMUNITY WHILE IN TRANSITION AND REBUILDING THEIR LIVES. - INMATE SUPPORTIVE SERVICES (ISS) - AT THE COUNTY'S TWO ADULT CORRECTIONAL FACILITIES RESPONDS TO INMATE REQUESTS FOR BOOKS, EYEGLASSES, NOTARY SERVICES, PROBATION-REQUIRED LEGAL DOCUMENTS, REQUESTS FOR FAMILY CONTACTS, FAMILY REQUESTS FOR INFORMATION OR ITEMS FOR THE INMATES, INFORMATION FROM COMMUNITY/OTHER LEGAL SERVICES AND RESOURCE INFORMATION. ADVOCACY AND COMMUNITY ENGAGEMENT - COORDINATES THE ORGANIZATION'S PARTNERSHIPS WITH PARISHES, VOLUNTEER SERVICES, SUPPORT FOR ADULTS WITH DISABILITIES, AND ADVOCACY EFFORTS. - PARISH ENGAGEMENT - CONVENES AND TRAINS PARISH LEADERS AND PEER VOLUNTEERS, KNOWN AS "PROMOTORAS", TO STRENGTHEN THE NETWORK OF PARISH-BASED SERVICES WITH THE ORGANIZATION'S RESOURCES AND OTHER PARISHES IN ORDER TO ALLEVIATE, PREVENT, AND REDUCE POVERTY. PARISH ENGAGEMENT SEEKS TO SERVE THE RESIDENTS OF 95122 THROUGH ACCOMPANIMENT SERVICES WHERE VOLUNTEERS SPEND FOUR HOURS OF THEIR MONTH WITH RESIDENTS WHO ARE IN NEED OF SERVICE NAVIGATION AND A LOVING COMMITTED PRESENCE IN THEIR LIVES. THROUGH A MUTUALLY TRANSFORMATIVE EXPERIENCE, VOLUNTEERS AND CLIENTS WORK TOGETHER TO OVERCOME BARRIERS TO POVERTY - TOGETHER. SINCE THE PANDEMIC, THE PROGRAM HAS EXPANDED TO MULTIPLE PARISHES. - HANDICAPABLES - PROVIDES PEER SUPPORT, SPIRITUALITY AND ENRICHMENT FOR ADULT DISABLED INDIVIDUALS. - VOLUNTEER SERVICES - RECRUITS, ONBOARDS AND CONNECTS VOLUNTEERS WITH THE ORGANIZATION'S MULTIPLE VOLUNTEER OPPORTUNITIES. INDIVIDUALS, MANY OF WHOM REPRESENT LOCAL PARISHES AS WELL AS SILICON VALLEY CORPORATIONS, ASSIST US WITH BOTH LONG-TERM AND SHORT-TERM VOLUNTEER COMMITMENTS EVERY YEAR. THEY CONTRIBUTE MORE THAN 11,000 VOLUNTEER HOURS IN TOTAL. CONNECTING THOSE WE SERVE WITH THE LARGER COMMUNITY IS ESSENTIAL TO OUR WORK AND OUR MISSION - AND VOLUNTEERS HELP US TO ACCOMPLISH THIS GOAL. - OUTREACH AND COMMUNITY ORGANIZING - PROMOTES PRIMARY PREVENTION THROUGH COMMUNITY ENGAGEMENT ROOTED IN PROMOTORAS (LEADERSHIP DEVELOPMENT AND COMMUNITY-LED WORK) USING THE CONGRESO DEL PUEBLO MODEL. YOUTH EMPOWERED FOR SUCCESS - PROVIDES SERVICES TO STRENGTHEN THE RESILIENCE OF YOUTH AND YOUNG ADULTS THROUGH DIFFICULT LIFE CIRCUMSTANCES. PROGRAMS PRIMARILY INCLUDE BEST, THE WASHINGTON UNITED YOUTH CENTER AND SPARTAN-KEYES. - BUILDING EVERYONE'S STRENGTHS TOGETHER (BEST) - PROVIDES GANG PREVENTION AND INTERVENTION SERVICES TO AT-RISK YOUTH. THIS PROGRAM WORKS WITH COMMUNITY PARTNERS TO CONDUCT ONGOING PREVENTION/INTERVENTION AND TRUANCY OUTREACH TO IDENTIFY YOUTH WHO EXHIBIT HIGH-RISK BEHAVIORS INCLUDING GANG INVOLVEMENT, CONFLICT/VIOLENCE, SCHOOL ABSENCE AND DROP OUT, SUBSTANCE ABUSE AND OTHER NEGATIVE BEHAVIORS. - WASHINGTON UNITED YOUTH CENTER (WUYC) - OFFER STRUCTURED AFTER SCHOOL PROGRAMMING AND A CARING ENVIRONMENT TO YOUTH AND THEIR FAMILIES THROUGH RECREATION, GROUP EDUCATIONAL ACTIVITIES AND CULTURAL ENRICHMENT PROGRAMS. ALSO AVAILABLE ARE INFORMATION AND REFERRAL SERVICES FOR FAMILIES IN CRISIS AND LIVING IN POVERTY. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRMAN, THE PRESIDENT, THE VICE PRESIDENT, THE SECRETARY, THE CHIEF EXECUTIVE OFFICER, AND THE CHAIRS OF THE STANDING BOARD COMMITTEES. THE EXECUTIVE COMMITTEE MEETS AT THE CALL OF EITHER THE CHAIRMAN, THE PRESIDENT, OR THE CHIEF EXECUTIVE OFFICER. THE EXECUTIVE COMMITTEE MAY EXERCISE AND PERFORM ANY OF THE DUTIES OF THE BOARD OF DIRECTORS WHEN AUTHORIZED BY THE BOARD. THE EXECUTIVE COMMITTEE RECRUITS AND RECOMMENDS THE CHIEF EXECUTIVE OFFICER TO THE BISHOP OF SAN JOSE FOR APPOINTMENT. THE EXECUTIVE COMMITTEE ALSO DIRECTLY OVERSEES THE EVALUATION AND COMPENSATION OF THE CEO. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD AT ITS NEXT REGULAR MEETING. THE BOARD MAY WITHDRAW OR LIMIT THE POWERS OF THE EXECUTIVE COMMITTEE AT ANY TIME. FORM 990, PART VI, SECTION A, LINE 7A THE BISHOP HAS THE POWER TO APPOINT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED IN DETAIL BY THE CFO. AFTER ALL QUESTIONS HAVE BEEN RESOLVED, THE CFO PRESENTS THE DRAFT ALONG WITH THE AUDITOR TO THE CEO AND AUDIT COMMITTEE FOR REVIEW, COMMENT, AND FINAL APPROVAL. ONCE ALL OF THE AUDIT 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 THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY FOR EMPLOYEES, OFFICERS, AND AGENTS INVOLVED IN DECISION MAKING. INDIVIDUALS MUST DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS BEFORE ENTERING INTO TRANSACTIONS AND PROMPTLY IF NEW CONFLICTS ARISE. MANAGEMENT REVIEWS DISCLOSURES TO DETERMINE WHETHER A CONFLICT EXISTS. IF A CONFLICT IS IDENTIFIED, THE INDIVIDUAL MAY NOT PARTICIPATE IN RELATED DECISIONS, DISCUSSIONS, OR ADMINISTRATION. THE POLICY ALSO PROHIBITS INDIVIDUALS FROM BENEFITING FROM FEDERALLY FUNDED ACTIVITIES WHERE CONFLICTS EXIST AND APPLIES TO CERTAIN INTERESTS DURING AND, WHEN REQUIRED, AFTER THEIR TENURE. FORM 990, PART VI, SECTION B, LINE 15 CEO AND 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 INDIVIDUAL'S SPECIFIC SKILLS AND THE NATURE OF THE INDIVIDUAL'S RESPONSIBILITIES. COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE. FOR KEY EMPLOYEES - THE COMPENSATION COMMITTEE UTILIZES THE SAME PROCESSES AS THE OFFICERS AND TOP MANAGEMENT. COMPENSATION IS APPROVED BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC ON THEIR WEBSITE AND UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. CHARITIES HOUSING DEVELOPMENT CORPORATION 1400 PARKMOOR AVE SAN JOSE CA 95126 770359848 LOW INCOME HOUSING CA 501(C)(3) LINE 7 N/A 0 DIOCESE OF SAN JOSE 1150 N FIRST ST SAN JOSE CA 95112 942734503 CHURCH CA 501(C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0