2020-04-07T18:15:30-05:00 2019-06-30 770051130 Abbott Stringham & Lynch 1530 Meridian Ave 2nd Flr San Jose CA 95125 990 2018-07-01 942762269 Catholic Charities of Santa Clara County CATH 4084680100 2625 Zanker Road San Jose CA 951342107 Louise Aryapour CFO/CAO 4084680100 2020-03-31 1 Sheba B Dalaney P00351252 4083778700 2020-03-31 12.217.167.71 2020-03-31 16:19:39 PD P 3D5DA163242231EA4F454A0E565EB3DD183A47A8 B918F1C00FFED2661C5A43BEF2252A4B9D042A70 2018 2020-09-23 17:36:50Z Gregory Kepferle 2625 Zanker Road San Jose CA 951342107 36117819 0 0928 X www.catholiccharitiesscc.org X 1981 CA Social Services providing a number of services such as: Mental Health for Adult, Youth and Older Adults, In-home Care Services, Refugee Program, Refugee Foster Care, Immigration Legal Services, Inmate Services, CORAL After School Programs, Youth Center, Senior Nutrition Program, and Disaster Relief recovery from flood damage and Shared Housing. 16 15 569 766 0 0 32022863 33126838 2243711 2416771 227453 255352 200031 184483 34694058 35983444 4914565 2976552 0 0 24189014 25039653 0 0 1671013 8564992 8501926 37668571 36518131 -2974513 -534687 26943615 26796312 5531988 5282575 21411627 21513737 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. 0 0 6439323 439240 7390621 Behavioral Health Services Behavioral Health Services works to improve the wellbeing of our participants through mental health, primary care and case management services.Adult Mental Health - Full Service Partnership-Criminal Justice and integration of mentally ill parolee's services - combines outpatient mental health, case management, medication support, crisis intervention and recovery from both mental and chemical dependency disorders for individuals and for other persons on probation or parole, who have been ordered by the court for treatment.CalWORKs Health Alliance is a multicultural outpatient mental health and substance abuse program for CalWORKs participants that helps improve personal and family issues that may keep them from finding economic and emotional self-sufficiency.Children and Family Services offers outpatient services for children who are seriously emotionally disturbed and their families. Services include psychiatric evaluations, medical monitoring, therapy, and case management and family support, including supervised and home visits. Children ages 0-5 (First 5) are included in these services.Older Adult Services - a Full Service Partnership-Older Adults and comprehensive mental health services for older adults. Golden Gateway provides case management and mental health services, including medication support, to older adults who are experiencing chronic emotional problems. Golden Gateway also develops support groups and educates family members and community service providers about helping older adults with mental health conditions.Inmate and Re-entry Supportive Services - Inmate Supportive Services (ISS) at the county's two adult correctional facilities respond to inmate requests for books, eye glasses, 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. Post-release services through a faith-based collaborative, Bridges of Hope is a faith-based collaborative that assists ex-offenders with re-integrating into society with jobs, housing, and counseling. Postal Service, a safe place where the homeless and those released from incarceration receive mail while in transition and rebuilding their lives.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. 11265950 11802713 Children, Youth and Family Development ServicesThe Children, Youth and Family Development Division serves all ages through a community based approach.Children, Youth and FamilyServices under this segment empowers participants to improve their education, health, and family relationships to strengthen their resiliency and prevent poverty.CORAL (Communities Organizing Resources to Advance Learning) is an after-school program at over twenty San Jose public schools. CORAL focuses on improving student achievement through balanced literacy and enrichment activities, including STEM.Family Resource Centers (FRC) - The Organization runs several 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.Intervention Services provides gang 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.New Beginnings provides opportunities for parents of children ages 0-3 to enjoy interactive early learning activities with their newborns/infants.Probation Support Services provides intensive case management to youth on probation to prevent re-engagement with the criminal justice system.Washington United Youth Center (WUYC) and Spartan-Keyes Youth Center 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.The Franklin-McKinley Children's Initiative is a place-based anti-poverty strategy focused on helping every child in the Santee neighborhood succeed from cradle to career through creating a strong and safe neighborhood, strengthening educational opportunities, and strengthening families through a community-based coalition.Older Adult Services Older Adult Services assists seniors to maintain health and wellness through multiple programs.Day Break Respite and Caregiver Support Services Program serves caregivers and their dependent elders. Services include a licensed adult day support program (recreation, health promotion and social activities), in-home respite care, caregiver support groups, caregiver education and escorted transportation.Day Break Home Care is a social enterprise that trains and hires former clients as trusted caregivers to care for homebound elders and people with disabilities. 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.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, daily noon meals, weekly grocery bags, exercises such as tai chi, dances, health education, and cultural celebrations at John XXIII and Eastside Neighborhood Center. 5288954 2019866 5909952 Unaccompanied Refugee Minors (URM)Program The Unaccompanied Refugee Minors (URM) program provides culturally and linguistically appropriate child welfare, foster care, and independent living services to youth who do not have parents in the United States, or who enter the U.S. unaccompanied by a parent, an immediate adult relative, or an adult having documentable legal evidence of custody of the minor. Refugee children who enter the U.S. with family, but later experience a family breakdown may be eligible to the URM program. 6399670 517446 Economic Development ServicesEconomic Development Services enables participants to move out of poverty and toward self-reliance.Employment Services provides comprehensive pre-employment (including English as a second language, computer classes and retail vocational training); employment, job retention, and job upgrade services to immigrants, refugees, and low income individuals. 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.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.Responsible Landlord Engagement Initiative (RLEI) improves blighted neighborhoods by engaging landlords, tenants and neighbors in mediation and advocacy to improve properties and address issues of blight and neglect.Supportive Housing Services at Charities Housing Development Corporation (CHDC) provides service coordination, supportive services and referrals for residents of CHDC units. 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 sliding scale 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.Refugee Resettlement offers sponsorship from refugee camps worldwide, family reunification, case management, cultural orientation, employment preparation, job placement, English as a Second Language (ESL), and computer training.Refugee Foster Care Refugee Foster Care trains and supports persons who want to become foster parents. The program matches unaccompanied refugee minors from overseas with foster families in Santa Clara County and the East Bay.Advocacy and Community EngagementAdvocacy and Community Engagement coordinates the Organization's partnerships with parishes, volunteer services, support for adults with disabilities, and advocacy efforts. Parish Partnerships convenes and trains parish leaders and volunteers to strengthen the network of parish-based services with the Organization's resources and other parishes in order to alleviate, prevent, and reduce poverty. Handicapables provides peer support, spirituality and enrichment for adult disabled individuals.Volunteer Services recruits, on boards and connects volunteers with the Organization's multiple volunteer opportunities.Step Up Silicon Valley seek to transform community awareness and generate the political will to create systems change that enables individuals and families to step up out of poverty in Santa Clara County. The Community Action Poverty Simulation (CAPS) is a unique tool that Step Up Silicon Valley uses to educate everyone, from policy makers to local community leaders, about the day-to-day realities of those living in poverty in Santa Clara County.Disaster Recovery Services Disaster Recovery Services assists flood survivors displaced by the Coyote Creek Flood with emergency and transitional housing assistance, financial assistance, assistance with transportation and case management services to restore them to self-sufficiency. 6399670 517446 29393897 1 0 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 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 140 0 1 569 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 16 15 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Louise Aryapour 4083255110 2625 Zanker Road San Jose CA 95134 Brian Baer Secretary 3.00 X X 0 0 0 Minda Cutcher Board Member 3.00 X 0 0 0 Veronica Duluk President 3.00 X X 0 0 0 Fran Harvey Board Member 3.00 X 0 0 0 James Lyons Board Member 3.00 X 0 0 0 Judy Marcus Board Member 3.00 X 0 0 0 Mark Mikl Board Member 3.00 X 0 0 0 Michael Pope Board Member 3.00 X 0 0 0 Sandra Sepulveda-Bromley Board Member 3.00 X 0 0 0 Michael Van Every Board Member 3.00 X 0 0 0 Agnieszka Winkler Vice President 3.00 X X 0 0 0 Rev Brendan McGuire Board Member 3.00 X 0 0 0 Bishop Patrick McGrath Chairman 3.00 X X 0 0 0 Brian Mooney Board Member 3.00 X 0 0 0 Gregory Kepferle Board Member and CEO 40.00 X X 248244 0 21004 Kathleen Muller Board Member 3.00 X 0 0 0 Margaret Williams CAO and CFO (Termed June 2019) 40.00 X 192662 0 15444 Louise Aryapour CAO and CFO (as of June 2019) 40.00 X 0 0 0 Susan Taylor Chief Development Officer 40.00 X 198605 0 20861 Linda Velasquez Chief HR Officer 40.00 X 167398 0 10353 Anna Tran Nurse Practitioner (Termed March 2019) 40.00 X 176528 0 10039 David Russo Sr. Director of Planned Gi 40.00 X 154196 0 8939 Machelle Locsin Sr. Director of Major Gifts (Termed Feb. 2019) 40.00 X 145415 0 17566 Eula R Martin Controller (Termed Aug. 2018) 40.00 X 151011 0 5152 Sara Reyes Sr. Director Children, Youth & Family Development 40.00 X 133270 0 38101 1567329 0 147459 9 0 1 0 Swenson Development & Construction 715 N First Street 27 San Jose CA 95112 Cleaning services 321108 St Andrew's Residential Programs for Yo 811 Sherman Oaks Dr San Jose CA 95128 Transitional housing for refugee kids 212371 Abbott Stringham & Lynch 1530 Meridian Avenue 2nd Floor San Jose CA 95125 Auditors 175380 Environmental Systems Inc 3353 De La Cruz Blvd Santa Clara CA 95054 HVAC equipment and maintenance 171055 The Ultimate Software Group Inc PO Box 930953 Atlanta GA 311930953 Payroll and HR system 162471 5 22572 333909 25918200 6852157 1628996 33126838 Program Service Fees 900099 2397489 2397489 Membership Dues 900099 19282 19282 2416771 256023 256023 171228 0 171228 171228 171228 75252 75923 -671 -671 -671 33624 333909 58452 -24828 -24828 Other Income 900099 38083 38083 38083 35983444 2626082 0 230524 2976552 2976552 1031366 842363 135278 53725 18653961 15235540 2446720 971701 794164 668069 86235 39860 2751964 2315015 298823 138126 1808198 1500016 221340 86842 80808 44932 31154 4722 182164 101290 70229 10645 2349742 1306545 905882 137315 87703 72899 639 14165 1449862 1162657 166941 120264 583651 477991 84263 21397 365398 354975 7694 2729 215280 142921 64062 8297 154863 154863 766995 258711 494451 13833 314123 236634 64733 12756 Distributed items 1355796 1353664 185 1947 Equipment 325744 236149 78670 10925 Miscellaneous 167141 81101 72958 13082 Subscriptions 102656 25873 68101 8682 36518131 29393897 5453221 1671013 X 2939620 2042933 450961 409292 4333359 5223030 69634 89684 14206854 10036892 4616785 4169962 68320 68020 14310089 14629980 154847 163411 26943615 26796312 3201453 3200329 108359 262219 2200000 1800000 22176 20027 5531988 5282575 X 6980852 7207570 14430775 14306167 21411627 21513737 26943615 26796312 -534687 636797 0 X X 0 1 X 1 1 1 X 31165937 27767298 33910996 32022863 33126838 157993932 31165937 27767298 33910996 32022863 33126838 157993932 157993932 377852 359939 344281 388681 427251 1898004 15014 12079 13505 33358 38083 112039 160003975 0.98740 0.98740 X 10429452 27343 610720 361730 10705785 10001496 33205 812975 418224 10429452 9197554 88068 1044405 328531 10001496 9474680 28041 6127 311294 9197554 9265418 191831 311372 293941 9474680 0.34000 0.66000 1 0 1153757 1153757 7430636 6229620 1201016 2837721 1846756 990965 1105621 1048866 56755 1679119 911650 767469 4169962 CBIS CUIT Balanced Fund 2508152 F CBIS CUIT Balanced Fund 4147205 F Catholic Community Foundation 7962375 F Merrill Lynch EMA 12248 F 14629980 Annuity/Life Ins Obligations 20027 20027 X 36620241 636797 636797 35983444 0 35983444 36518131 0 36518131 0 36518131 Part X, Line 2: The Organization has been granted tax-exempt status by the Internal Revenue Service (Section 501(c)(3)) and the California Franchise Tax Board (Section 23701d). The Organization is registered with the Registry of Charitable Trusts of the Office of the Attorney General of the State of California. The Organization qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization other than a private foundation under Section 509(a)(2). The Organization is subject to a tax on income earned from any unrelated business activity. The Organization does not believe it has any unrelated business taxable income that should have been reported for tax purposes. The Organization has adopted the accounting standard related to uncertainties in income taxes. The Organization evaluates uncertain tax positions through its review of the source of revenue to identify unrelated business income and certain other matters, including those which may affect its tax exempt status. Management believes their estimates related to income tax uncertainties are appropriate based on the current facts and circumstances. The Organization's federal Return of Organization Exempt from Income Tax (Form 990) for years ended June 30, 2016 and after are subject to examination by the IRS, generally for three years after they are filed. The Organization's state returns (Form 199) for the years ended June 30, 2015 and after could be subject to examination by state taxing authorities, generally for four years after they are filed. Golf Tournament 227206 193582 33624 7950 13760 4177 17757 Bocce Tournament 140327 140327 12808 2000 367533 333909 33624 7950 13760 16985 19757 58452 -24828 1 Financial Assistance 352 984600 Other General Assistance 326 159823 Rental Assistance 162 1832129 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. X X X 0 0 0 0 0 0 0 0 0 Gregory Kepferle Board Member and CEO 244680 0 0 0 3564 0 12630 0 8374 0 269248 0 0 0 Margaret Williams CAO and CFO (Termed June 2019) 190895 0 0 0 1767 0 9804 0 5640 0 208106 0 0 0 Susan Taylor Chief Development Officer 195738 0 0 0 2867 0 10293 0 10568 0 219466 0 0 0 Linda Velasquez Chief HR Officer 163131 0 0 0 4267 0 8240 0 2113 0 177751 0 0 0 Anna Tran Nurse Practitioner (Termed March 201 175719 0 0 0 809 0 8824 0 1215 0 186567 0 0 0 David Russo Sr. Director of Planned Gi 153730 0 0 0 466 0 7725 0 1214 0 163135 0 0 0 Machelle Locsin Sr. Director of Major Gifts (Termed 145104 0 0 0 311 0 7725 0 9841 0 162981 0 0 0 Eula R Martin Controller (Termed Aug. 2018) 150626 0 0 0 385 0 4506 0 646 0 156163 0 0 0 Sara Reyes Sr. Director Children, Youth & Famil 132996 0 0 0 274 0 14881 0 23220 0 171371 0 0 0 X 79 85731 Auction Price X 10 85719 Market Price X 1072342 1351917 Estimated Value X Firewalls 1 101750 Estimated Value X Vendor discounts 2 3354 Value per Vendor X Food/Catering for Event 1 525 Estimated Value 0 1 1 Part I, Column (b): Number of contributions for "Food inventory" is the number of pounds received. For all other line items, the nmber of contributions used is the actual number of contributions. Part I, 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 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 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 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 similiar 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 X, Line 27-29 During the year ended June 30, 2018, the Organization adopted FASB Accounting Standards Update (ASU) No. 2016-14, Not-for-Profit Entities (Topic 958): Presentation of Financial Statements for Not-for-Profit Entities. This guidance is intended to improve the net asset classification requirements and the information presented in the financial statements and footnotes about a not-for-profit entity's liquidity, financial performance, and cash flows. Main provisions of this guidance include: presentation of two classes of net assets versus the previously required three; recognition of capital gifts for construction of a net asset without donor restrictions when the associated long-lived asset is placed in service; and recognition of underwater endowment funds as a reduction of net assets with donor restrictions. The guidance also enhances disclosures for Board designated amounts, composition of net assets without donor restrictions, liquidity, and expenses by both their natural and functional classification. As a result of this adoption, the Organization has reported all net assets without donor restrictions on Line 27 (unrestricted net assets) and all net assets with donor restrictions on Line 29 (permanently restricted net assets). Form 990, Part XII, Line 2c: The process has not changed from prior year. Charities Housing (under same group exemption) 1400 Parkmoor Ave San Jose CA 95126 770359848 Low Income Housing CA 501(c)(3) 7 0 Diocese of San Jose 1150 N First St San Jose CA 95112 942734503 Church CA 501(c)(3) 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 Diocese of San Jose P 113100 Cost Charities Housing (under same group exemption) Q 451854 Cost Diocese of San Jose P 300280 Cost Diocese of San Jose N 98931 Cost