SISTERS OF ST JOSEPH HEALTHCARE FOUNDATION: Form 990, tax year 2015
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- Organization
- SISTERS OF ST JOSEPH HEALTHCARE FOUNDATION (EIN 33-0532423)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-01-23
- IRS object ID
- 201720239349300132
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-23T11:02:59-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330155525 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBLA CERTIFIED PUBLIC ACCOUNTANTS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19600 FAIRCHILD STE 320 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330532423 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF ST JOSEPH OF ORANGE | BusinessNameLine1Txt |
| Business Name Line2 | HEALTHCARE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIST | BusinessNameControlTxt |
| Phone | 7146338121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 S BATAVIA | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92868 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SISTER MARY ROGERS CSJ | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 7146338121 | PhoneNum |
| Signature | 2017-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD E BENOE CPA | PreparerPersonNm |
| PTIN | P00032866 | PTIN |
| Phone | 9498332815 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SISTER MARY ROGERS CSJ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 S BATAVIA | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92868 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,093,979 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | ADDRESS THE NEEDS OF THE WORKING AND INDIGENT POOR IN SOUTHERN CALIFORNIA, THE SAN FRANCISCO BAY AREA, AND HUMBOLDT COUNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,083,312 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,088,632 | CYInvestmentIncomeAmt |
| PY Other Revenue | $292 | PYOtherRevenueAmt |
| CY Other Revenue | $792 | CYOtherRevenueAmt |
| PY Total Revenue | $2,083,604 | PYTotalRevenueAmt |
| CY Total Revenue | $1,089,424 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,635,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,780,925 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $131,204 | PYOtherExpensesAmt |
| CY Other Expenses | $130,004 | CYOtherExpensesAmt |
| PY Total Expenses | $1,766,704 | PYTotalExpensesAmt |
| CY Total Expenses | $1,910,929 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $316,900 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$821,505 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,947,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,580,707 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,340 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,368 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,945,470 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $38,568,339 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ADMINISTER FUNDS TO ORGANIZATIONS WHICH ADDRESS THE NEEDS OF THE WORKING AND INDIGENT POOR IN SOUTHERN CALIFORNIA, THE SAN FRANCISCO BAY AREA, AND HUMBOLDT COUNTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,780,925 | ExpenseAmt |
| Grant | $1,780,925 | GrantAmt |
| Desc | THE FOUNDATION AWARDED 81 GRANTS. THE GRANTS PROVIDE FUNDING TO ORGANIZATIONS WHICH ADDRESS THE NEEDS OF THE WORKING AND INDIGENT POOR IN SOUTHERN CALIFORNIA, THE SAN FRANCISCO BAY AREA, AND HUMBOLDT COUNTY. | Desc |
| Total Program Service Expenses | $1,780,925 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDY SIONGCO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7146338121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 S BATAVIA | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92868 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| SISTER PATRICIA MCGOWAN SSS | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER THERESA LAMETTEREY CSJ | |||||||
| EXECUTIVE DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | 36.00 | Yes (X) |
| MICHELLE MYLES CHAMBERS | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY DIXON | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SIDNEY KIRKUP | |||||||
| BOARD SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOSEPH M LUMARDA | |||||||
| TRUSTEE/FINANCE COMMITTEE | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SISTER CECILIA MAGLADRY CSJ | |||||||
| BOARD VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KATHY SHANAHAN HAYES | |||||||
| BOARD CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SISTER THUY TRAN CSJ | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SISTER MARY ROGERS CSJ | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $458,434 | TotalRevenueColumnAmt |
| Exclusion | $458,434 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,634,753 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,004,555 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $630,198 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $630,198 | TotalRevenueColumnAmt |
| Exclusion | $630,198 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $792 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $792 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $792 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,089,424 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $792 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,088,632 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,780,925 | TotalAmt |
| Program Services | $1,780,925 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,495 | TotalAmt |
| Management And General | $37,495 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201 | TotalAmt |
| Management And General | $201 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,442 | TotalAmt |
| Management And General | $3,442 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| CONSULTANTS | $61,024 | $61,024 |
| PROFESSIONAL MEMBERSHIP | $15,000 | $15,000 |
| PURCHASED SERVICES | $11,868 | $11,868 |
| OTHER EXPENSES | $974 | $974 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,910,929 | TotalAmt |
| Program Services | $1,780,925 | ProgramServicesAmt |
| Management And General | $130,004 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,608 | BOYAmt |
| EOY | $317,930 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,319 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,319 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,554,230 | BOYAmt |
| EOY | $38,259,030 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,972 | BOYAmt |
| EOY | $3,747 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,947,810 | BOYAmt |
| EOY | $38,580,707 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,340 | BOYAmt |
| EOY | $7,368 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,340 | BOYAmt |
| EOY | $12,368 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,945,470 | BOYAmt |
| EOY | $38,568,339 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,945,470 | BOYAmt |
| EOY | $38,568,339 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,947,810 | BOYAmt |
| EOY | $38,580,707 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$821,505 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,555,626 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF ST JOSEPH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643383 | EIN |
| Organization Type | 1 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,319 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,319 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUND | $159,655 | F |
| FIXED INCOME | $15,634,632 | F |
| EQUITIES | $22,445,568 | F |
| MONEY MARKET FUND | $19,175 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $38,259,030 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| Amt | $7,368 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,368 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,051,929 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,051,929 | RevenueSubtotalAmt |
| Other Revenues Not Included | $37,495 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $37,495 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,089,424 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,873,434 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,873,434 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $37,495 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $37,495 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,910,929 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEE EXPENSE NETTED WITH INVESTMENT INCOME ON FINANCIALS 37,495. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEE EXPENSE NETTED WITH INVESTMENT INCOME ON FINANCIALS 37,495. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENT IN A FOREIGN CORPORATION | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $159,655 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $159,655 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $159,655 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE F, PART IV, QUESTION 3 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S FORM 5471 FILING REQUIREMENT WITH RESPECT TO ITS OWNERSHIP IN SRI OVERSEAS PARTNERS, L.P., A FOREIGN CORPORATION, HAS BEEN MET BY BBT CAPITAL MANAGEMENT, LLC, 201 MAIN STREET, SUITE 3200, FORT WORTH, TEXAS 76102. THE EIN OF BBT CAPITAL MANAGEMENT, LLC IS 41-2028120 AND IT FILES ITS TAX RETURN IN OGDEN, UT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (84 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| SENIORSERV | ||||||
| 1200 NORTH KNOLLWOOD CIRCLE | ANAHEIM | CA | 92801 | 952771715 | $35,000 | SENIOR NUTRITION PROGRAM |
| 211 ORANGE COUNTY | ||||||
| 1505 EAST 17TH SUITE 108 | SANTA ANA | CA | 92705 | 330063532 | $14,250 | SOLVING CHRONIC HOMELESS IN OC |
| ACCESS CALIFORNIA SERVICES | ||||||
| 631 S BROOKHURST ST 107 | ANAHEIM | CA | 92804 | 330826205 | $50,000 | MENTAL HEALTH |
| ACCESS OC | ||||||
| 1505 EAST 17TH ST SUITE 209 | SANTA ANA | CA | 92705 | 952021700 | $30,000 | OUTPATIENT SURGERY |
| AIDS SERVICES FOUNDATION | ||||||
| 17982 SKY PARK CIRCLE J | IRVINE | CA | 926146408 | 330126481 | $15,000 | LATINO MENTAL |
| ALLIANCE FOR HOUSING AND HEALING | ||||||
| 825 COLORADO BLVD 100 | LOS ANGELES | CA | 900411700 | 954147364 | $12,500 | TRANSITIONAL HOUSING PROGRAM |
| AMERICAN RED CROSS | ||||||
| 601 NORTH GOLDEN CIRCLE DR | SANTA ANA | CA | 92705 | 530196605 | $20,000 | GENERAL GRANT AWARD |
| ARCATA HOUSE INC | ||||||
| 1005 11TH STREET | ARCATA | CA | 95521 | 943163269 | $35,000 | EMERGENCY SHELTER |
| BERKELEY FOOD AND HOUSING PROJECT | ||||||
| 1901 FAIRVIEW STREET | BERKELEY | CA | 94703 | 942979073 | $10,000 | NORTH COUNTY |
| BIG BROTHERS BIG SISTERS OF ORANGE COUNTY | ||||||
| 1801 EAST EDINGER AVE 101 | SANTA ANA | CA | 92705 | 951992702 | $10,000 | BBBSOC GRIP |
| BRAIN INJURY NETWORK OF THE BAY AREA | ||||||
| 1132 MAGNOLIA AVE | LARKSPUR | CA | 94941 | 680105213 | $10,000 | GENERAL OPERATING |
| CASA CORNELIA LAW CENTER | ||||||
| 2760 FIFTH AVENUE 200 | SAN DIEGO | CA | 921036325 | 330719221 | $35,000 | CHILDREN'S PROGRAMS |
| CASA TERESA | ||||||
| PO BOX 429 | ORANGE | CA | 92856 | 953251986 | $15,000 | EMERGENCY |
| CATHOLIC CHARITIES DIOCESE OF SANTA ROSA | ||||||
| PO BOX 4900 | SANTA ROSA | CA | 95402 | 942479393 | $30,000 | RAINBOW HOUSE |
| CATHOLIC CHARITIES OF THE EAST BAY | ||||||
| 433 JEFFERSON STREET | OAKLAND | CA | 94607 | 942677202 | $33,725 | CRISIS RESPONSE |
| CATHOLIC CHARITIES OF SAN BERNARDINO RIVERSIDE COUNTIES | ||||||
| 1450 NORTH D STREET | RIVERSIDE | CA | 92505 | 953516461 | $50,000 | COMMUNITY COUNSELING PROGRAM |
| CHARITABLE VENTURES OF ORANGE COUNTY | ||||||
| 1505 EAST 17TH STREET 101 | SANTA ANA | CA | 92705 | 208756660 | $20,650 | PROJECT KINSHIP-COMM BASED SERVICES |
| COALITION OF OC COMMUNITY CLINICS | ||||||
| 17701 COWAN STREET 220 | IRVINE | CA | 926146057 | 952900725 | $15,000 | HEALTH SCHOLARS PROGRAM |
| COLETTE'S CHILDREN'S HOME | ||||||
| 7372 PRINCE DRIVE 106 | HUNTINGTON BEACH | CA | 92647 | 911939140 | $15,000 | TRANSITIONAL HOUSING PROGRAM |
| COMMUNITY SERVICE PROGRAMS INC | ||||||
| 1221 E DYER ROAD 120 | SANTA ANA | CA | 92705 | 953167866 | $15,000 | CSP HUNTINGTON BEACH YOUTH SHELTER |
| COPE FAMILY CENTER | ||||||
| 707 RANDOLPH STREET | NAPA | CA | 94559 | 942322399 | $24,000 | FAMILY RESOURCE CENTER |
| COUNCIL ON AGING-ORANCE COUNTY | ||||||
| 1971 E FOURTH ST SUITE 200 | SANTA ANA | CA | 92705 | 952874089 | $12,500 | FRIENDLY VISITOR PROGRAM |
| EPISCOPAL COMMUNITY SERVICES OF SAN FRANCISCO | ||||||
| 165 8TH STREET | SAN FRANCISCO | CA | 941032726 | 943096716 | $15,000 | HEALTHY MEALS FOR HOMELESS ADULTS |
| FAMILY ASSESSMENT COUNSELING & EDUCATION SERVICES | ||||||
| 1015 EAST CHAPMAN AVENUE A | FULLERTON | CA | 92831 | 330560054 | $12,500 | HEALTH INSURANCE BILLING PROJECT |
| FAMILY ASSISTANCE MINISTRIES | ||||||
| 1030 CALLE NEGOCIO | SAN CLEMENTE | CA | 92673 | 330864870 | $12,500 | GILCHRIST HOUSE |
| FLORENCE SYLVESTER MEMORIAL SENIOR CENTER | ||||||
| 23721 MOULTON PARKWAY | LAGUNA HILLS | CA | 92653 | 931163563 | $15,000 | ELDERLY NUTRITION |
| FOOD FOR PEOPLE INC | ||||||
| 307 WEST 14TH STREET | EUREKA | CA | 95501 | 942772549 | $14,000 | FOOD SECURITY |
| FRESNO ECONOMIC OPPORTUNITIES COMMISION | ||||||
| 1920 MARIPOSA MALL SUITE 300 | FRESNO | CA | 93721 | 941606519 | $50,000 | SANCTUARY YOUTH |
| FRESNO ECONOMIC OPPORTUNITIES COMMISION | ||||||
| 1920 MARIPOSA MALL SUITE 300 | FRESNO | CA | 93721 | 941606519 | $50,000 | JUNE 6 2016 DROUGHT RELIEF |
| THE FRIENDLY CENTER INC | ||||||
| PO BOX 706 | ORANGE | CA | 92856 | 952479833 | $35,000 | COMPREHENSIVE FAMILY SERVICES |
| THE GARY CENTER | ||||||
| 341 HILLCREST STREET | LA HABRA | CA | 90631 | 952752846 | $20,000 | YOUTH COUNSELING SERVICES |
| THE GOOD SHEPHERD GRACENTER | ||||||
| 1310 BACON STREET | SAN FRANCISCO | CA | 94134 | 941156670 | $10,000 | GOOD SHEPHERD GRACENTER |
| GRANDMA'S HOUSE OF HOPE | ||||||
| 1505 EAST CIVIC CENTER DRIVE | SANTA ANA | CA | 92705 | 260391438 | $48,000 | WOMEN'S HOUSING |
| HELPING HAND WORLDWIDE | ||||||
| 31121 HOLLY DRIVE | LAGUNA BEACH | CA | 92651 | 753164621 | $10,000 | MOBILE FOOD PANTRY |
| HELPING OTHERS PREPARE FOR ETERNITY | ||||||
| 11022 ACACIA PKWY C | GARDEN GROVE | CA | 92840 | 330784384 | $10,000 | HELPING WOMEN SUCCEED |
| HOMELESS CHILDREN'S NETWORK | ||||||
| 3450 3RD STREET UNIT 1C | SAN FRANCISCO | CA | 94124 | 943266686 | $17,000 | MENTAL HEALTH SERVICES |
| HUMAN OPTIONS INC | ||||||
| PO BOX 53745 | IRVINE | CA | 92619 | 953667817 | $12,000 | DOMESTIC VIOLENCE |
| HURTT FAMILY HEALTH CLINIC | ||||||
| ONE HOPE DRIVE | TUSTIN | CA | 92782 | 330906866 | $7,000 | PRESCRIPTION ASSISTANCE PROGRAM |
| ILLUMINATION FOUNDATION | ||||||
| 2691 RICHTER AVENUE 107 | IRVINE | CA | 92606 | 711047686 | $18,000 | HOUSING SERVICES |
| INTERVAL HOUSE CRISIS SHELTERS | ||||||
| PO BOX 3356 | SEAL BEACH | CA | 90740 | 953389113 | $35,000 | DOMESTIC VIOLENCE |
| ST JOHN'S WELL CHILD AND FAMILY CENTER | ||||||
| 808 WEST 85TH STREET | LOS ANGELES | CA | 90037 | 954067758 | $25,000 | HOMELESS SERVICES |
| JUSTICE AND DIVERSITY CENTER OF THE BAR ASSOC OF SAN FRANCISCO | ||||||
| 301 BATTERY STREET 3RD FLOOR | SAN FRANCISCO | CA | 94111 | 942931349 | $40,000 | HOMELESS SERVICES |
| THE KENNEDY COMMISSION | ||||||
| 17701 COWAN AVENUE 200 | IRVINE | CA | 92614 | 330959380 | $15,000 | INCREASING AFFORDABLE HOME OPPORTUNITIES FOR LOW INCOME FAMILIES IN SANTA ANA |
| KIDS KONNECTED | ||||||
| 26071 MERIT CIRCLE 103 | LAGUNA HILLS | CA | 92653 | 330754654 | $10,000 | SUPPORT GROUPS FOR CHILDREN AND TEENS:OC |
| L'ARCHE WAVECREST | ||||||
| PO BOX 4789 | ORANGE | CA | 928634789 | 330819668 | $12,500 | INFUSING THE COMMUNITY WITH L'ARCHE SPIRITUALITY |
| LAGUNA BEACH COMMUNITY CLINIC | ||||||
| 362 THIRD STREET | LAGUNA BEACH | CA | 92651 | 952637633 | $35,000 | DIABETES PROGRAM FOR DISADVANTAGED INDIVIDUALS |
| LAUREL HOUSE | ||||||
| 1 HOPE DRIVE | TUSTIN | CA | 92782 | 330098433 | $6,000 | HOME FOR RUNAWAY |
| LEGAL AID OF SONOMA COUNTY | ||||||
| 144 SOUTH E STREET 100 | SANTA ROSA | CA | 95404 | 680008581 | $11,000 | SAFE DOMESTIC VIOLENCE LEGAL SERVICES |
| LIFEWORKS OF SONOMA COUNTY | ||||||
| 1200 COLLEGE AVENUE | SANTA ROSA | CA | 95404 | 680275462 | $10,000 | EL PUENTE (THE BRIDGE) |
| LOS ANGELES HOUSE OF RUTH | ||||||
| PO BOX 33288 | LOS ANGELES | CA | 90033 | 953411454 | $50,000 | TRANSITIONAL HOUSING PROGRAM |
| LOVE COMMUNITY OUTREACH | ||||||
| 1920 WEST CHESTNUT AVENUE | SANTA ANA | CA | 92703 | 954575842 | $15,000 | FOOD BANK |
| LUTHERAN SOCIAL SERVICES OF SOUTHERN CA | ||||||
| PO BOX 1927 | BIG BEAR LAKE | CA | 92315 | 952225798 | $15,000 | OUR CHILDREN PROJECT |
| MARY'S SHELTER | ||||||
| PO BOX 10433 | SANTA ANA | CA | 927110433 | 330203768 | $20,000 | EARLY CHILDHOOD HEALTH INTERVENTION |
| MERCY HOUSE LIVING CENTERS | ||||||
| PO BOX 1905 | SANTA ANA | CA | 92702 | 330315864 | $40,000 | FAMILY REDIRECTION PRGRM (ARMORIES) |
| MERCY HOUSE LIVING CENTERS | ||||||
| PO BOX 1905 | SANTA ANA | CA | 92702 | 330315864 | $10,000 | BETHANY HOUSE AND REGINA HOUSE |
| NATIONAL EQUAL JUSTICE ASSOCIATION | ||||||
| 123 WEBSTER STREET | SAN FRANCISCO | CA | 94117 | 953609662 | $12,500 | DOWNTOWN & EAST OAKLAND HEALTH |
| ORANGE COUNTY COMMUNITY FOUNDATION | ||||||
| 4041 MACARTHUR BLVD 510 | NEWPORT BEACH | CA | 92660 | 330378778 | $25,000 | OC OPPORTUNITY FUND |
| ONE OC | ||||||
| 1901 EAST FOURTH STREET 100 | SANTA ANA | CA | 92705 | 952021700 | $5,000 | INTEGRATED HEALTH INITIATIVE |
| OPEN DOOR CENTER FOR INTEGRATED HEALING | ||||||
| 540 NO GOLDEN CIRCLE DR 312 | SANTA ANA | CA | 92706 | 474177256 | $17,900 | MENTAL HEALTH COUNSELING OPERATIONS |
| ORANGE COUNTY COMMUNITY FOUNDATION | ||||||
| 4041 MACARTHUR BLVD 510 | NEWPORT BEACH | CA | 92660 | 330378778 | $20,000 | EVALUATION OF THE OC OPPORTUNITY FUND PROCESS |
| ORANGE COUNTY HUMAN RELATIONS COMMISSION | ||||||
| 1300 S GRAND AVE BLDG B | SANTA ANA | CA | 92705 | 330438086 | $12,000 | BRIDGES SAFE & RESPECTFUL SCHOOLS |
| PETALUMA PEOPLE SERVICES CENTER | ||||||
| 1500 PETALUMA BLVD SOUTH SUITE A | PETALUMA | CA | 94952 | 942271299 | $40,000 | SYSTEM OF SENIOR CARE SERVICES |
| PREVENCION Y RESCATE | ||||||
| PO BOX 470623 | LOS ANGELES | CA | 90044 | 753012721 | $20,000 | SPANISH BASED ALCOHOL & DRUG PRGM |
| PROJECT AVARY | ||||||
| PO BOX 150088 | SAN RAFAEL | CA | 94915 | 680433289 | $12,500 | IMPROVING THE LIVES OF CHILDREN |
| PUBLIC LAW CENTER | ||||||
| 601 CIVIC CENTER DRIVE WEST | SANTA ANA | CA | 92701 | 953709253 | $25,000 | OC NATURALIZATION INITIATIVE |
| REDWOOD EMPIRE FOOD BANK | ||||||
| 3990 BRICKWAY BLVD | SANTA ROSA | CA | 95403 | 680121855 | $25,000 | MEGAN FURTH HARVEST PANTRY |
| RESTORATIVE RESOURCES | ||||||
| 2934 MCBRIDE LANE | SANTA ROSA | CA | 95403 | 953389695 | $15,000 | RESTORATIVE JUSTICE FOR JUVENILE OFFENDERS |
| SENECA ORANGE COUNTY | ||||||
| 18302 IRVINE BLVD 300 | TUSTIN | CA | 92780 | 942971761 | $15,000 | ADOPTION SERVICES |
| SHANTI ORANGE COUNTY | ||||||
| 23461 SOUTH POINTE DR 100 | LAGUNA HILLS | CA | 92653 | 330236592 | $13,000 | AGING WITH GRACE:MENTAL HEALTH SERVICES FOR OLDER ADULTS |
| SOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL REDWOOD REGION | ||||||
| PO BOX 1386 | EUREKA | CA | 95502 | 953033494 | $40,000 | SAINT VINCENT DE PAUL FREE DINING |
| SONOMA COUNTY TASK FORCE FOR THE HOMELESS | ||||||
| 3315 AIRWAY DRIVE | SANTA ROSA | CA | 95403 | 680197522 | $9,900 | COLLABORATIVE HOMELESS ASSISTANCE |
| STARFISH STORIES | ||||||
| PO BOX 7190 | LOS ANGELES | CA | 90007 | 262856754 | $25,000 | THE FRANCISCO HOMES CASE MGMT |
| ST ANTHONY FOUNDATION | ||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | 941513140 | $40,000 | PEDIATRIC CARE PROGRAM |
| ST MARY'S CENTER | ||||||
| 925 BROCKHURST STREET | OAKLAND | CA | 94608 | 680172229 | $50,000 | SENIOR HOMELESS SERVICES |
| STRENGTH IN SUPPORT | ||||||
| 23461 SOUTH POINTE DRIVE 310 | LAGUNA HILLS | CA | 92653 | 461899650 | $16,000 | THREE PILLARS OF SUPPORT |
| TRINITY CENTER WALNUT CREEK | ||||||
| 1924 TRINITY AVENUE | WALNUT CREEK | CA | 94596 | 371706813 | $10,000 | TRINITY CENTER WALNUT CREEK |
| UNITED CEREBRAL PALSY OF ORANGE COUNTY | ||||||
| 980 ROOSEVELT 100 | IRVINE | CA | 92620 | 951856340 | $10,000 | PEDIATRIC THERAPY FOR CHILDREN |
| VALLEY FAMILY CENTER | ||||||
| 302 SOUTH BRAND BLVD | SAN FERNANDO | CA | 91340 | 954105054 | $35,000 | VICTIMS OF DOMESTIC VIOLENCE PRGM |
| VERITY | ||||||
| 835 PINER ROAD SUITE D | SANTA ROSA | CA | 95403 | 942437947 | $10,000 | RECLAIMING OURSELVES |
| THE VILLA CENTER INC | ||||||
| 910 NORTH FRENCH STREET | SANTA ANA | CA | 92701 | 952312323 | $12,500 | RESIDENTIAL RECOVERY PROGRAM |
| WEST DISTRICT OF THE UNITED METHODIST CHURCH | ||||||
| 311 E HARWOOD PLACE | SANTA ANA | CA | 92701 | 953310804 | $14,000 | STRENGTH FOR THE JOURNEY |
| WHITTIER AREA FIRST DAY COALITION | ||||||
| PO BOX 5498 | WHITTIER | CA | 90607 | 931141844 | $15,000 | HOUSING CENTER |
| WISEPLACE | ||||||
| 1411 NORTH BROADWAY | SANTA ANA | CA | 92706 | 951684796 | $12,500 | STEPS TO INDEPENDENCE |
| WOMEN'S TRANSITIONAL LIVING CENTER | ||||||
| PO BOS 916 | FULLERTON | CA | 92832 | 510201813 | $10,000 | STEP TWO TRANSITIONAL LIVING CENTER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 81 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | A GRANT AGREEMENT IS SIGNED BY THE GRANTEE THAT INCLUDES THE CONDITIONS UNDER WHICH THE GRANT HAS BEEN APPROVED. FINAL REPORTS EXPLAINING, AMONG OTHER THINGS, HOW THE CONDITIONS ARE BEING MET, A BRIEF FINANCIAL STATEMENT OF HOW THE FUNDS WERE USED, THE PROGRESS AND ANTICIPATED OUTCOME OF THE PROJECT FUNDED ARE REQUIRED TO BE SUBMITTED BY THE GRANTEE. |
| SCHEDULE I, PART I, LINE 2 | THE FOUNDATION'S BOARD PROVIDES INFORMATION TO THOSE WHO INQUIRE WITH A CONCEPT PAPER THAT DESCRIBES GUIDELINES AND FUNDING CRITERIA TOGETHER WITH AN ANNUAL TIMELINE OF IMPORTANT DATES FOR THE PROCESS. APPLICATIONS ARE READ AND RATED BY BOARD MEMBERS WHO DELIBERATE AND DISCUSS AND COLLECTIVELY DETERMINE GRANT AWARDS. AWARDEES SIGN A GRANT AGREEMENT BEFORE AWARDS ARE DISTRIBUTED, AGREEING TO PROVIDE REPORTS AT THE END OF THE FUNDING CYCLE. THE FOUNDATION USES MICROEDGE GIFTS AS ITS DATABASE TO MAINTAIN ALL RECORDS IN EACH FUNDING CYCLE. HARD COPIES OF APPLICATIONS, FORMS, AND REPORTS RECEIVED FROM GRANTEES ARE MAINTAINED FOR 7 YEARS. GUIDELINES AND ELIGIBILITY FUNDING CRITERIA ARE OUTLINED IN A GRANT APPLICATION. AGENCY IS REQUIRED TO SUBMIT FINAL REPORTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE CORPORATE MEMBER OF THE ORGANIZATION IS THE SISTERS OF ST. JOSEPH OF ORANGE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE CORPORATE MEMBER MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE CORPORATE MEMBER CONTROLS THE ORGANIZATION AND THEREFORE DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S EXECUTIVE DIRECTOR, WHO IS A MEMBER OF THE BOARD, AND ALL BOARD MEMBERS RECEIVE AND REVIEW THE FORM 990 PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ORGANIZATION MAINTAINS ITS CONFLICT OF INTEREST POLICY WITH ANNUAL DISCLOSURE QUESTIONNAIRES. EACH BOARD MEMBER IS REQUIRED TO SIGN THE POLICY DURING ITS FALL MEETING. THE ORGANIZATION MAINTAINS SIGNED FORMS FOR FUTURE REFERENCE. |
| FORM 990, PART VI, SECTION B, LINE 15 | PART VI, SECTION B. POLICIES, QUESTIONS 15A AND 15B: THE ORGANIZATION DOES NOT COMPENSATE ANY EMPLOYEES AND THERFORE DOES NOT MAINTAIN ANY COMPENSATION POLICIES. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORM 990, ORGANIZATIONAL DOCUMENTS, AND FORM 1023 ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICIES, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | FINANCE COMITTEE - THE BOARD OF TRUSTEES HAS CONSTITUTED A FINANCE COMMITTEE. IN PRIOR YEARS THE RELATED ORGANIZATION ENGAGES INDEPENDENT AUDITORS TO AUDIT THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND THE RELATED ORGANIZATION. THE RELATED ORGANIZATION MONITORS THE AUDIT PROCESS. THE ORGANIZATION REVIEWS THE RESULTS OF THE AUDIT. DURING THE YEAR ENDED JUNE 30, 2014, THE RELATED ORGANIZATION IMPLEMENTED A NEW POLICY WHERE THEY WILL ENGAGE INDEPENDENT AUDITORS EVERY 2 YEARS. AN AUDIT WAS PERFORMED FOR THE YEAR ENDED JUNE 30, 2016. DURING THE YEAR ENDED JUNE 30, 2015, THE FILING ORGANIZATION HAD GROSS RECEIPTS OVER $2,000,000 AND AN AUDIT WAS REQUIRED UNDER THE CALIFORNIA NONPROFIT INTEGRITY ACT. THEREFORE AN AUDIT WAS PERFORMED FOR THE YEAR ENDED JUNE 30, 2015 ON THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND THE RELATED ORGANIZATION. |
| 990 PART VI, SECTION B POLICIES, QUESTION 13 | WHISTLEBLOWER POLICY - THE ORGANIZATION DOESN'T MAINTAIN A WHISTLEBLOWER POLICY AS THE ORGANIZATION HAS NO EMPLOYEES. |
| FORM 990, SCHEDULE O | FORM 5471 FILING REQUIREMENT - THE ORGANIZATION'S FORM 5471 FILING REQUIREMENT WITH RESPECT TO ITS OWNERSHIP IN SRI OVERSEAS PARTNERS, L.P. HAS BEEN MET BY BBT CAPITAL MANAGEMENT, L.L.C., 201 MAIN STREET, SUITE 2300, FORT WORTH, TEXAS 76102. THE EIN OF BBT CAPITAL MANAGEMENT, L.L.C. IS 41-2028120 AND IT FILES ITS TAX RETURN IN OGDEN, UT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERS OF ST JOSEPH OF ORANGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 480 S BATAVIA | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92668 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643383 | EIN |
| Primary Activities | CARRY OUT RELIGIOUS MINISTRIES OF THE CONGREGATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501 (C) (3) | ExemptCodeSectionTxt |
| Public Charity Status | 1 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |