2020-08-11T10:51:44-05:00 2019-09-30 560574444 CHERRY BEKAERT LLP 221 W 6TH STREET STE 1900 AUSTIN TX 78701 990 2018-10-01 741909670 CARITAS OF AUSTIN CARI 5124794610 PO BOX 1947 AUSTIN TX 78767 JO KATHRYN QUINN PRESIDENT & CEO 5124794610 2020-08-11 1 NORMAN TRUBEE P00962119 5124796000 2020-08-11 68.142.180.174 2020-08-11 10:20:10 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 512EFF3C004F079ADE07E33F395B94F2C4E61882 2018 2020-09-22 18:59:49Z JO KATHRYN QUINN PO BOX 1947 AUSTIN TX 78767 11232412 0 X WWW.CARITASOFAUSTIN.ORG X 1977 TX TO PREVENT AND END HOMELESSNESS IN GREATER AUSTIN. 16 16 97 2100 0 0 10398473 10741721 198880 172290 2090 5432 62546 68067 10661989 10987510 5742135 5539534 0 0 3839237 3430193 266679 207188 794095 1385853 1379250 11233904 10556165 -571915 431345 3521016 3933737 735085 715523 2785931 3218214 X CARITAS OF AUSTIN'S MISSION IS TO PREVENT AND END HOMELESSNESS IN GREATER AUSTIN. 0 0 3784963 2964609 THE BEST SINGLE SOURCE PLUS COLLABORATIVE (BBS+), CONSISTING OF 12 AGENCIES, PROVIDES INDIVIDUALS/FAMILIES IN AUSTIN/TRAVIS COUNTY WITH COMPREHENSIVE HOUSING STABILITY RESOURCES (CASE MANAGEMENT AND BASIC NEEDS SERVICES). BSS+ ENSURES THAT CLIENTS HAVE ACCESS TO BASIC NECESSITIES - STARTING WITH HOUSING - AND EXTENDING TO FOOD, CLOTHING, PHYSICAL/MENTAL HEALTH CARE, AND OTHER SUPPORTIVE SERVICES. THE PROGRAM PROVIDES COMPREHENSIVE CASE MANAGEMENT AND BASIC NEEDS SERVICES (RENT, MORTGAGE, UTILITY ASSISTANCE AND HOUSING SUPPORTS) FOR HOUSEHOLDS EXPERIENCING HOMELESSNESS (RAPID REHOUSING) AND HOUSED CLIENTS WHO ARE EXPERIENCING A HOUSING CRISIS (HOMELESSNESS PREVENTION). PARTICIPATING AGENCIES INCLUDE: AIDS SERVICES OF AUSTIN, ANY BABY CAN, CARITAS OF AUSTIN, CATHOLIC CHARITIES OF CENTRAL TEXAS, FAMILY ELDERCARE, FOUNDATION FOR THE HOMELESS, FRONT STEPS, GOODWILL INDUSTRIES OF CENTRAL TEXAS, LIFEWORKS, MEALS ON WHEELS, SAFE PLACE, AND SALVATION ARMY. 3127284 1810710 172290 THE SUPPORTIVE HOUSING PROGRAM IS AN EVIDENCE-BASED, PROVEN SOLUTION TO ENDING HOMELESSNESS FOR THOSE WHO HAVE EXPERIENCED CHRONIC HOMELESSNESS. THIS INTERVENTION COMBINES AFFORDABLE HOUSING ASSISTANCE WITH INTENSIVE CASE MANAGEMENT AND IS DESIGNED TO BUILD INDEPENDENT LIVING AND PROMOTE GENERAL WELL-BEING. THE PROGRAM PROVIDES 133 UNITS OF HOUSING TO INDIVIDUALS, MANY OF WHOM HAVE NOT HAD A PLACE TO CALL HOME FOR MANY YEARS. THE POPULATION SERVED ARE THOSE WHO ARE CONSIDERED TO HAVE THE HIGHEST VULNERABILITY IN THE COMMUNITY- AS PER A COMMUNITY-WIDE, STANDARDIZED INITIAL COORDINATED ASSESSMENT- AND WHO OFTEN HAVE CO-OCCURRING PHYSICAL AND MENTAL HEALTH DISORDERS. 685698 303605 THE SUPPORTIVE SERVICES FOR VETERAN FAMILIES PROGRAM WORKS TO RAPIDLY REHOUSE VETERAN HOUSEHOLDS EXPERIENCING LITERAL HOMELESSNESS AND STABILIZE VETERAN HOUSEHOLDS THAT ARE AT IMMINENT RISK OF HOMELESSNESS IN THE GREATER AUSTIN AREA. CARITAS SSVF PROVIDES CRITICAL TIME INTERVENTION CASE MANAGEMENT WITH AN EMPHASIS ON TRAUMA INFORMED CARE. CLIENTS BEGIN CASE MANAGEMENT IMMEDIATELY UNDER A HOUSING FIRST (HF), RAPID REHOUSING (RRH) MODEL. VETERAN SPECIALISTS CREATE INDIVIDUALIZED PLANS FOR EACH HOUSEHOLD THAT PRESCRIBE THE FOLLOWING SERVICES, AFTER INITIAL ASSESSMENT: LANDLORD ENGAGEMENT AND NEGOTIATION, HOUSING LOCATION, EMPLOYMENT AND VOCATIONAL SUPPORT, FINANCIAL ASSISTANCE AND PLANNING, ACCESS TO HEALTH AND MENTAL HEALTH SERVICES, AND REFERRAL FOR LEGAL ASSISTANCE. 1605998 460609 FOOD SERVICESCARITAS OF AUSTIN'S FOOD SERVICES PROGRAM OPERATES TWO FOOD PANTRIES AND A COMMUNITY KITCHEN. THE PANTRIES PROVIDE GROCERIES TO CLIENTS IN ALL OF OUR PROGRAMS. THE COMMUNITY KITCHEN SERVES LUNCH ON WEEKDAYS AND IS OPEN TO ANYONE NEEDING A MEAL. REFUGEE RESETTLEMENT, EMPLOYMENT SERVICES, & EDUCATION CARITAS OF AUSTIN HELPS OUR REFUGEE CLIENTS IN THE AUSTIN AREA FIND JOBS AT NO COST TO EMPLOYERS. CARITAS STAFF SPECIALIZES IN JOB DEVELOPMENT, EMPLOYER CONTACTS, JOB READINESS CLASSES, AND MATCHING THE INDIVIDUAL CLIENT TO AN EMPLOYER. ADDITIONALLY, WE HAVE CREATED INTERNAL TRAINING PROGRAMS THAT INCREASE THE REFUGEES' JOB READINESS AND MARKETABILITY. 1605998 460609 9203943 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 522 0 1 97 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ELIZABETH PERCH CFO 5124794610 PO BOX 1947 AUSTIN TX 78767 TROY WEST BOARD CHAIR 1.00 X X 0 0 0 JOHN LAVORATO IMMEDIATE PAST BOARD CHAIR 1.00 X X 0 0 0 JOHN BRINDLEY SECRETARY 1.00 X X 0 0 0 LARRY GRAHAM CHAIR, BOARD GOVERNANCE COMMITTEE 1.00 X 0 0 0 ERIK DITHMER CHAIR, FINANCE & MONITORING COMMITTEE 1.00 X 0 0 0 LORI FREEDMAN CHAIR, RESOURCE COMMITTEE 1.00 X 0 0 0 MONICA CROWLEY VICE CHAIR, BOARD GOVERNANCE 1.00 X 0 0 0 TRACY SNODGRASS VICE CHAIR, FINANCE & MONITORING 1.00 X 0 0 0 ANSELMO UNITE BOARD MEMEBER 1.00 X 0 0 0 MELISSA AYALA BOARD MEMEBER 1.00 X 0 0 0 FELICIA MASON-EDWARDS BOARD MEMEBER 1.00 X 0 0 0 EMILY BLAIR BOARD MEMEBER 1.00 X 0 0 0 MONICA GUZMAN BOARD MEMEBER 1.00 X 0 0 0 RAMESH SWAMINATHAN BOARD MEMEBER 1.00 X 0 0 0 RAQUEL VALDEZ SANCHEZ BOARD MEMEBER 1.00 X 0 0 0 MIKE HAGGERTY BOARD MEMBER EMERITUS 1.00 X 0 0 0 JO KATHRYN QUINN PRESIDENT & CEO 40.00 X 127467 0 4600 ELIZABETH PERCH CFO 40.00 X 0 0 0 CHARLES RAINEY CFO UNTIL 04/02/19 40.00 X 25583 0 0 DAN SANNES CFO UNTIL 8/26/19 40.00 X 0 0 0 153050 0 4600 1 0 0 0 MISSION ADVANCEMENT PROFESSIONALS 7850 COLLIN MCKINNEY PKWY STE 120 MCKINNEY TX 75070 STRATEGIC PLANNING OF CAPITAL CAMPAIGN 165000 1 337235 7154981 3249505 250559 10741721 HUD PUBLIC HOUSING PROGRAM 900099 172290 172290 172290 5509 5509 26390 0 26390 26390 26390 77 -77 -77 -77 255657 337235 244825 10832 10832 MISCELLANEOUS 900099 30845 30845 30845 10987510 203135 0 42654 900250 900250 4639284 4639284 127467 97510 13307 16650 2729408 2087950 284945 356513 573318 458823 49107 65388 207188 207188 509782 395487 114295 335342 297254 11417 26671 87928 71422 6975 9531 134787 109638 8484 16665 27365 22259 1722 3384 PRINTING, POSTAGE AND S 118111 58288 11227 48596 MISCELLANEOUS 93284 9929 49461 33894 COMMUNICATION 67802 55590 4455 7757 FUNDRAISING EXPENSES 4849 259 2732 1858 10556165 9203943 558127 794095 1296878 1359354 817684 1341766 121955 71286 2506835 1371581 1259360 1135254 25139 26077 3521016 3933737 735085 565523 0 150000 735085 715523 X 2536489 2622830 62048 508780 187394 86604 2785931 3218214 3521016 3933737 431345 938 0 X 0 1 X 1 1 1 X 11569464 12413319 12685492 10398473 10741721 57808469 11569464 12413319 12685492 10398473 10741721 57808469 57808469 16950 13270 546 21034 31899 83699 4076 2585 82598 59888 30845 179992 58072160 1540792 0.99550 0.99550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 220800 220800 2050671 1185802 864869 235364 185779 49585 1135254 LINE OF CREDIT 150000 150000 X 11330368 938 97095 244825 342858 10987510 0 10987510 10898085 97095 244825 341920 10556165 0 10556165 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME, OF WHICH THE ORGANIZATION HAD NO SIGNIFICANT AMOUNTS FOR THE YEARS ENDED SEPTEMBER 30, 2019 AND 2018, IS SUBJECT TO FEDERAL INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION OR LIABILITY FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION REGULARLY ASSESSES UNCERTAIN TAX POSITIONS IN EACH OF THE TAX JURISDICTIONS IN WHICH IT HAS OPERATIONS AND ACCOUNTS FOR THE RELATED CONSOLIDATED FINANCIAL STATEMENT IMPLICATIONS. UNRECOGNIZED TAX BENEFITS ARE REPORTED USING THE TWO-STEP APPROACH UNDER WHICH TAX EFFECTS OF A POSITION ARE RECOGNIZED ONLY IF IT IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED AND THE AMOUNT OF THE TAX BENEFIT RECOGNIZED IS EQUAL TO THE LARGEST TAX BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT OF THE TAX POSITION. DETERMINING THE APPROPRIATE LEVEL OF UNRECOGNIZED TAX BENEFITS REQUIRES THE ORGANIZATION TO EXERCISE JUDGMENT REGARDING THE UNCERTAIN APPLICATION OF TAX LAW. THE AMOUNT OF UNRECOGNIZED TAX BENEFITS IS ADJUSTED WHEN INFORMATION BECOMES AVAILABLE OR WHEN AN EVENT OCCURS INDICATING A CHANGE IS APPROPRIATE. FUTURE CHANGES IN UNRECOGNIZED TAX BENEFITS REQUIREMENTS COULD HAVE A MATERIAL IMPACT ON THE RESULTS OF OPERATIONS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2019 AND 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO TAX EXAMINATIONS RELATING TO US FEDERAL TAX RETURNS FOR THE PRIOR THREE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSED FUNDRAISING EXPENSES 244,825. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSED FUNDRAISING EXPENSES 244,825. X X X X X X 1 MISSION ADVANCEMENT PROFESSIONALS 2497 S CONGRESS AVE STE E208 AUSTIN TX 78704 CAMPAIGN CONSULTING 0 658421 100900 557521 DANILLER AND COMPANY 3724 JEFFERSON STREET STE 302 AUSTIN TX 78731 DIRECT MAIL 0 338228 93788 244440 HH AUCTIONEERS LLC 106 CONFIDENCE COVE LAKEWAY TX 78734 LIVE AUCTIONEER FOR WORDS OF HOPE GALA 0 264025 12500 251525 1260674 207188 1053486 WORDS OF HOPE DINNER 592892 337235 255657 49061 50074 145690 592892 337235 255657 49061 50074 145690 244825 10832 1 AIDS SERVICES OF AUSTIN PO BOX 4874 AUSTIN TX 78765 742440845 501 (C)(3) 141041 TO PROVIDE DIRECT CARE SERVICES TO INDIVIDUALS WITH HIV ANY BABY CAN 6027 SHERIDAN AVE AUSTIN TX 78723 742684335 501 (C)(3) 102225 TO PROVIDE EDUCATION AND SUPPORT SERVICES TO NEEDY CHILDREN OF CENTRAL TEXAS CATHOLIC CHARITIES OF CENTRAL TEXAS 1625 RUTHERFORD LN AUSTIN TX 78754 741542827 501 (C)(3) 123803 TO PROVIDE HOUSING STABILITY CASE MANAGEMENT FAMILY ELDERCARE 1700 RUTHERFORD LN AUSTIN TX 78754 742286387 501 (C)(3) 80017 TO PROVIDE HOUSING STABILITY CASE MANAGEMENT FOR THE ELDERLY FOUNDATION FOR THE HOMELESS 5202 BALCONES DR AUSTIN TX 78731 742525249 501 (C)(3) 65214 TO PROVIDE RESOURCES TO HOMELESS FAMILIES WITH CHILDREN FRONT STEPS INC 500 E 7TH ST AUSTIN TX 78701 742824054 501 (C)(3) 58123 TO PROVIDE SHELTER, EDUCATION, AND AFFORDABLE HOUSING TO THE HOMELESS GOODWILL CENTEX 1015 NORWOOD PARK BLVD AUSTIN TX 78753 741322808 501 (C)(3) 99826 TO PROVIDE RESOURCES TO HELP INDIVIDUALS WITH BARRIERS TO EMPLOYMENT STABLIZE IN PERMANENT HOUSING MEALS ON WHEELS AND MORE 3227 E 5TH ST AUSTIN TX 78702 237202594 501 (C)(3) 48616 TO PROVIDE HOUSING STABILITY CASE MANAGEMENT SAFE PLACE 1515 GROVE BLVD AUSTIN TX 78741 741977853 501 (C)(3) 80371 TO PROVIDE SHELTER AND PROTECTION FOR INDIVIDUALS AFFECTED BY SEXUAL AND DOMESTIC VIOLENCE SALVATION ARMY 501 EAST 8TH ST AUSTIN TX 78701 750800678 501 (C)(3) 50356 TO PROVIDE HOUSING STABILITY CASE MANAGEMENT LIFEWORKS 3700 SOUTH FIRST STREET AUSTIN TX 78704 742137489 501 (C)(3) 50658 FULL CONTINUUM HOUSING SERVICES, SPECIFICALLY SERVING YOUTH AND YOUNG ADULTS AT RISK OF OR CURRENTLY EXPERIENCING HOMELESSNESS. 11 RENT AND UTILITY ASSISTANCE 565 3726701 7187 FMV RENT AND UTILITIES PAID ON BEHALF OF INDIVIDUALS EMPLOYMENT ASSITANCE 294 66153 2027 FMV WORK CLOTHES, SHOES, EMPLOYMENT TRAINING PERSONAL CARE ASSISTANCE 334 543273 73595 FMV HOUSEHOLD FURNISHINGS, PERSONAL ITEMS, MEDICAL , CHILDCARE FOOD ASSISTANCE 98440 52598 167750 FMV MEALS AND OTHER FOOD PART I, LINE 2: RECIPIENTS ARE REQUIRED TO SUBMIT AN INITIAL BUDGET, THEN MONTHLY REIMBURSEMENT REQUESTS ARE REQUIRED. MONTHLY REQUESTS ARE REVIEWED FOR REASONABLENESS BASED ON THE INITIAL BUDGET. PROGRAM MANAGERS AND DIRECTORS MONITOR THE USE OF GRANT FUNDS TO ENSURE THAT CONTRACT GUIDELINES ARE FOLLOWED. ADDITIONALLY, EACH GOVERNMENT AGENCY PERFORMS AN AUDIT OR REVIEW OF THE CONTRACTS PERIODICALLY. X 6110 FMV X 189 167750 FMV X TRANSPORTATION E.G. BICYCLES, BUS PASSES 12 69351 FMV X MISCELLANEOUS 2 7348 0 0 1 PART I, LINE 32B: THIRD PARTIES ARE USED TO SELL SECURITIES RECEIVED AS NONCASH CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION CHANGED IT'S MISSION STATEMENT AND VISION TO WHAT IS SHOWN ON THIS 990. THEY ALSO UPDATED THEIR SPECIAL MEETINGS DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CFO AND PRESIDENT & CEO, THEN PRESENTED TO THE FINANCE AND MONITORING COMMITTEE OF THE BOARD OF DIRECTORS. ONCE APPROVED BY THE COMMITTEE, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY. KEY EMPLOYEES ARE REQUIRED TO INFORM A SUPERVISOR OF ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO'S SALARY IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BASED ON PERFORMANCE AND COMPARABLE SALARIES. OTHER OFFICERS AND KEY EMPLOYEES' SALARIES ARE DETERMINED BY THE EXECUTIVE DIRECTOR BASED ON PERFORMANCE REVIEWS AND COMPARABLE SALARIES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CARITAS OF AUSTIN PARTNERSHIP HOUSING LLC 611 NECHES STREET AUSTIN TX 78701 208157261 HOUSING TX CARITAS OF AUSTIN C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0