2016-11-14T10:49:57-06:00 2015-12-31 481028532 CHV ACCOUNTING & CONSULTING SERVICESINC 1251 NW BRIARCLIFF PKWY SUITE 125 KANSAS CITY MO 64116 990 2015-01-01 440545442 OZANAM OZAN 8165083600 421 EAST 137TH STREET KANSAS CITY MO 64145 ROB WHITTEN PRESIDENT/CEO 8165083600 2016-11-11 true DAVID L COCHRAN P00633062 8164537014 2016-11-14 2015 2017-02-10 21:41:12Z ROB WHITTEN 421 EAST 137TH STREET KANSAS CITY MO 64145 13673524 false X WWW.OZANAM.ORG X 1948 MO OZANAM PROVIDES SAFE AND NURTURING ENVIRONMENTS SO AT-RISK YOUTH AND YOUNG ADULTS CAN BE SUCCESSFUL. 37 37 285 771 0 1693438 1723241 10070220 10396561 141516 47593 -3748 -24268 11901426 12143127 80065 601657 0 8319800 8778515 0 443517 3137105 2811766 11536970 12191938 364456 -48811 7491681 7290353 1449004 1331755 6042677 5958598 X OZANAM PROVIDES SAFE AND NURTURING ENVIRONMENTS SO AT-RISK YOUTH AND YOUNG ADULTS CAN BE SUCCESSFUL. false false 5365297 28556 5161329 RESIDENTIAL PROGRAM - IN 2015, THE RESIDENTIAL TREATMENT PROGRAM PROVIDED 27,525 TREATMENT DAYS FOR 161 CHILDREN. THE DAY TREATMENT PROGRAM SERVED 78 CHILDREN AND THE FAMILY FOCUS AFTERCARE PROGRAM SERVED 44 CHILDREN. 2663766 570776 2923926 PATHWAYS PROGRAM - IN 2015, THE INDEPENDENT LIVING FACILITIES FOR THE PATHWAYS PROGRAM SERVED 241 CHILDREN IN A VARIETY OF TRANSITIONAL LIVING FACILITIES IN THE KANSAS CITY AND WICHITA, KANSAS AREAS. ALSO IN 2015, THE PROFESSIONAL MENTORING PROGRAM SERVED 71 CHILDREN IN FOSTER CARE. 1301094 1150795 BEHAVIOR INTERVENTION SUPPORT TEAM (BIST) - IN 2015, THE BEHAVIOR INTERVENTION SUPPORT TEAM (BIST) SERVED 57 SCHOOL DISTRICTS AND 338 SCHOOLS, INCLUDING CHARTER SCHOOLS AND PAROCHIAL SCHOOLS IN THE KANSAS CITY, LINCOLN AND OMAHA, NEBRASKA AREAS AND THE PEORIA, ILLINOIS AREA. 1211830 2325 1174717 THESE PROGRAM EXPENSES ARE ATTRIBUTABLE TO NON DIRECT PROGRAM EXPENDITURES FOR THE MAJOR PROGRAMS LISTED ON PART III, LINE 4(A) TO 4(C). IN ADDITION, OZANAM OPERATES A THERAPEUTIC DAY SCHOOL FOR CHILDREN WITH SPECIAL EDUCATIONAL NEEDS. 1211830 2325 1174717 10541987 true true false false false false false false false true true false false false true false false true false false false false false false true false false false true false false false false false false false false false false false false false false true true true false false true 12 0 true 285 true false false false false false true true false false false false X 37 37 false false false false true true true true true false false true true true true true true true false false X X MICHAEL F KERR CPA 8165081718 300 E 36TH STREET KANSAS CITY MO 64111 ERIC COLLINS PAST CHAIR 2.00 X 0 0 0 PATRICK GAHAGAN DIRECTOR 2.00 X 0 0 0 LANA MAUDLIN DIRECTOR 2.00 X 0 0 0 TOM ROSS CHAIR 2.00 X X 0 0 0 RACHEL SPEAR DIRECTOR 2.00 X 0 0 0 BRADY WOMBOLT DIRECTOR 2.00 X 0 0 0 DAN CASHEN DIRECTOR 2.00 X 0 0 0 MELISSA DAILEY DIRECTOR 2.00 X 0 0 0 WILLIAM F KOENIGSDORF DIRECTOR 2.00 1.00 X 0 0 0 DAVID LEAVITT 1ST VICE CHA 2.00 X X 0 0 0 HOLLY PEREZ DIRECTOR 2.00 X 0 0 0 JILL ROBERTS DIRECTOR 2.00 X 0 0 0 JULIE BARNETT DIRECTOR 2.00 X 0 0 0 CODY BEZANSON TREASURER 2.00 X X 0 0 0 PETER CLUNE DIRECTOR 2.00 X 0 0 0 FANON CROSS DIRECTOR 2.00 X 0 0 0 LISA DUNBAR DIRECTOR 2.00 X 0 0 0 LAMONT EANES DIRECTOR 2.00 X 0 0 0 WILLIAM EASLEY DIRECTOR 2.00 X 0 0 0 MALLIKA EDWARDS DIRECTOR 2.00 X 0 0 0 RALPH GAITLEY DIRECTOR 2.00 X 0 0 0 JOHN KMETZ DIRECTOR 2.00 X 0 0 0 JOHN MCANULTY DIRECTOR 2.00 X 0 0 0 CAROL SHERMAN DIRECTOR 2.00 X 0 0 0 MARK VAN BLARICUM 2ND VICE CHA 2.00 X X 0 0 0 LAURA WHEATON-WERLE DIRECTOR 2.00 X 0 0 0 KENT WITTROCK DIRECTOR 2.00 X 0 0 0 JEB GRAHAM DIRECTOR 2.00 X 0 0 0 MATT MAYER DIRECTOR 2.00 X 0 0 0 TIAUNA OUSLEY DIRECTOR 2.00 X 0 0 0 TERRY PUTNEY DIRECTOR 2.00 X 0 0 0 JODY VANARSDALE SECRETARY 2.00 X X 0 0 0 BETH LARSON GUILD MEMBER 2.00 X X 0 0 0 KELSEY COOPER GUILD MEMBER 2.00 X X 0 0 0 SHERYL WHITE DIRECTOR 2.00 X 0 0 0 MATTHEW NORDHUS DIRECTOR 2.00 X 0 0 0 JOHN RABROKER DIRECTOR 2.00 X 0 0 0 ERIC GIOVANNI CHIEF BUSINE 2.00 48.00 X 0 104062 22868 ROB WHITTEN PRESIDENT/CE 43.00 3.00 X 103461 0 17441 DOUG ZIMMERMAN PRIOR PRESID 43.00 3.00 X 864 0 0 104325 104062 40309 1 false false false SYSCO 1915 KANSAS CITY ROAD OLATHE KS 66061 FOOD SERVICES 193154 1 174932 576027 351934 102778 517570 12580 1723241 GOVERMENT REVENUES 624100 7980711 7980711 FEES FOR SERVICE 624100 2415850 2415850 10396561 32881 32881 1441115 1423381 3022 17734 -3022 14712 14712 65520 576027 103994 -38474 -38474 OTHER INCOME 624100 14206 14206 14206 12143127 10410767 9119 601657 601657 112748 112748 7145702 6791230 103858 250614 65615 58899 5209 1507 928365 871324 24124 32917 526085 491595 15714 18776 114526 114526 16361 16361 17957 317 16140 1500 1061796 363799 658926 39071 46199 3383 4818 37998 231580 208018 11969 11593 261067 243350 10727 6990 168753 158296 9133 1324 55237 52729 1994 514 164761 101237 45694 17830 89397 83072 3358 2967 FOOD SERVICE 384681 384658 13 10 EQUIPMENT RENTAL & MAINT 118735 109467 3819 5449 MISCELLANEOUS 41388 6944 32697 1747 DUES & SUBSCRIPTIONS 16614 1878 14606 130 22714 10134 12580 12191938 10541987 1206434 443517 1016850 626121 285895 26011 20875 1126046 1170659 106541 80489 7801780 4168863 3642724 3632917 1127386 1466394 160228 292898 7491681 7290353 836170 773865 284385 307033 328449 250857 1449004 1331755 X 5021537 4988360 1021140 970238 6042677 5958598 7491681 7290353 X -48811 -35234 -34 X false true X true true true X 1533034 1946207 1951972 1693438 1723241 8847892 9476147 9287815 9596460 10079435 10410767 48850624 76700 76350 52324 75105 65520 345999 11085881 11310372 11600756 11847978 12199528 58044515 58044515 31451 21984 22791 34145 32881 143252 31451 21984 22791 34145 32881 143252 12732 12732 11130064 11332356 11623547 11882123 12232409 58200499 0.99730 0.99720 0.00000 0.00000 X PART III, LINE 12 RENTAL INCOME 12,732 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6901228 144140 -35431 337737 7295 6664905 6477998 404694 319818 292831 8451 6901228 5647752 393433 716271 242447 37011 6477998 5271228 163852 475677 254697 8308 5647752 1435773 4291162 -288247 161033 6427 5271228 0.64610 0.33210 0.02180 false true true 1492192 1492192 5266703 3307501 1959202 56373 28140 28233 831147 710889 120258 155365 122333 33032 3632917 DUE TO RELATED AGENCY 204887 ANNUITY AGREEMENT 45970 250857 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE RESTRICTED FOR VARIOUS PURPOSES INCLUDING A WORK PROGRAM, CREATIVE ARTS, SPIRITUAL LIFE, SCHOLARSHIPS, HORTICULTURE AND RECREATION. SCHEDULE D, PAGE 4, PART XIII OZANAM HAS ADOPTED THE PROVISIONS OF ASC 740-10 "ACCOUNTING FOR UNCERTAIN TAX POSITION". OZANAM HAS EVALUATED ITS TAX POSITION AND DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS TAKEN BY THE ORGANIZATION. OZANAM'S FORMS 990 FOR THE TAX YEARS 2013 THROUGH 2015 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THE RETURNS ARE FILED. HOLLYWOOD HOLID 562163 508163 54000 6459 15698 55557 727 7750 GOLF CLASSIC 60196 48676 11520 2245 6716 5198 909 1 19188 19188 2735 641547 576027 65520 8704 22414 60755 727 11394 103994 -38474 true CLOTHING 123 10462 COST CLOTHING ALLOWANCES 159 18826 CLIENT ACTIVITIES/RECREAT 211 18123 COST ACTIVITIES PERSONAL & HYGIENE SUPPLI 44 5961 COST SUPPLIES UNREIMBURSED MEDICAL SUPP 56 3140 COST SUPPLIES BIRTHDAYS AND GIFTS 54 2109 COST GIFTS FAMILY ASSISTANCE SUPPLIE 8 579 COST SUPPLIES APARTMENT START UP 6 436 COST ASSISTANCE FOOD ASSISTANCE 13 2780 COST ASSISTANCE RENT ASSISTNACE 1023 405438 COST ASSISTANCE TRANSPORTATION ASSISTANCE 43 17807 COST TRANSPORTATION UTILITY ASSISTANCE 1432 107684 COST ASSISTANCE ALL OTHER ASSISTANCE 41 8312 COST ASSISTANCE SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZAITON KEEPS RECORDS OF THE GRANT RECIPIENT'S ELIGIBILITY AND USE OF GRANT FUNDS THROUGH ITS ACCOUNTING PROCESS. FORM 990, PAGE 2, PART III, LINE 4D THESE PROGRAM EXPENSES ARE ATTRIBUTABLE TO NON DIRECT PROGRAM EXPENDITURES FOR THE MAJOR PROGRAMS LISTED ON PART III, LINE 4(A) TO 4(C). IN ADDITION, OZANAM OPERATES A THERAPEUTIC DAY SCHOOL FOR CHILDREN WITH SPECIAL EDUCATIONAL NEEDS. FORM 990, PAGE 6, PART VI, LINE 6 CORNERSTONES OF CARE IS THE SOLE MEMBER OF OZANAM. THE BOARD OF DIRECTORS IS APPOINTED BY CORNERSTONES OF CARE WHICH ALSO PROVIDES MANAGEMENT OVERSIGHT. FORM 990, PAGE 6, PART VI, LINE 7A CORNERSTONES OF CARE MUST APPROVE THE SELECTION OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 7B THE ACTIONS OF THE BOARD OF DIRECTORS ARE SUBJECT TO APPROVAL BY CORNERSTONES OF CARE. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD OF DIRECTORS OF THE AGENCY RETAINS FINAL RESPONSIBILITY FOR THE PREPARATION AND REVIEW OF THE AGENCIES ANNUAL INFORMATION RETURN (FORM 990) FILED WITH THE INTERNAL REVENUE SERVICE. THE BOARD DELEGATES THE RESPONSIBILITY FOR THE PREPARATION OF THE FORM TO ITS ACCOUNTING FIRM AND THE BOARD AND ALONG WITH APPROPRIATE FINANCIAL MANAGEMENT REVIEW THE DRAFT OF THE FORM 990 PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C AT THE TIME OF HIRE, THE CEO OR HIS/HER DESIGNEE SHALL PROVIDE TO EMPLOYEES A COPY OF THE CONFLICT OF INTEREST POLICY. IN ADDITION, ON AN ANNUAL RECURRING BASIS, THE CEO OR HIS/HER DESIGNEE SHALL PROVIDE TO THE CORPORATE DIRECTORS AND ALL KEY EMPLOYEES (AS IDENTIFIED ON THE IRS FORM 990) APPLICABLE CONFLICT OF INTEREST DISCLOSURE FORMS AND QUESTIONNAIRES AND RELATED POLICY ACKNOWLEDGEMENTS, WHICH SHALL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES RELATED TO ANY POTENTIAL CONFLICTS OF INTEREST . THE CEO WILL COLLECT THE COMPLETED FORMS AND REVIEW WITH THE BOARD CHAIR, CHIEF BUSINESS OFFICER AND DIRECTOR OF FINANCE & ACCOUNTING ANY RELATED PARTY TRANSACTIONS THAT WERE DISCLOSED, TO ASSESS FOR PRESENCE OF CONFLICT OF INTEREST AND, IF SO, APPROPRIATE STEPS TO MITIGATE. DURING THE COURSE OF BUSINESS, EACH MEMBER OF THE BOARD AND EACH KEY EMPLOYEE SHALL DISCLOSE FULLY AND FRANKLY ANY AND ALL ACTUAL OR POTENTIAL CONFLICTS OR DUALITY OF INTERESTS OF RESPONSIBILITY, WHETHER PERSONAL, INDIVIDUAL, OR BUSINESS, WHICH MAY EXIST OR APPEAR TO EXIST. A DUALITY OF INTEREST BECOMES A CONFLICT OF INTEREST ONLY IF THE CHAIRPERSON OF THE BOARD DECIDES THAT A CONFLICT OF INTEREST EXISTS, BECAUSE THE DUALITY OF INTEREST IS SO SUBSTANTIAL THAT IT COULD COMPROMISE OBJECTIVE DECISION- MAKING OR COULD OTHERWISE BE DETRIMENTAL TO THE ORGANIZATION. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, 1) THE INDIVIDUAL POSSESSING THE CONFLICT OF INTEREST, MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND VOTE ON, THE TRANSACTION OR ARRANGEMENT RESULTING IN THE CONFLICT OF INTEREST, 2) THE CHAIRPERSON OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, 3) AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, 4) IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE ORGANIZATION. ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT SHALL BE IN CONFORMITY WITH SUCH DETERMINATION. NONDISCLOSURE OF INFORMATION SHALL BE STRICTLY ENFORCED, AND RECORDS OF PROCEEDINGS SHALL BE ENTERED INTO THE MINUTES OF THE BOARD AND ALL COMMITTEES. FORM 990, PAGE 6, PART VI, LINE 15A OUR OVERALL EXECUTIVE COMPENSATION STRATEGY IS TO ATTRACT, RETAIN AND MOTIVATE HIGHLY QUALIFIED EXECUTIVES. THE KEY EXECUTIVES FOR 2015 WERE COMPRISED OF THE PRESIDENT AND CEO, THE CHIEF OPERATING OFFICER, THE CHIEF BUSINESS OFFICER AND THE AGENCY PRESIDENTS. THE PRINCIPAL OBJECTIVES OF OUR EXECUTIVE COMPENSATION ARE (1) ATTRACT AND RETAIN HIGHLY-QUALIFIED AND TALENTED INDIVIDUALS AND (2) MOTIVATE THESE INDIVIDUALS TO ACHIEVE OUR SHORT-TERM AND LONG-TERM BUSINESS OBJECTIVES IN ALIGNMENT WITH OUR STRATEGIC PLAN. CORNERSTONES OF CARE'S BOARD OF DIRECTORS OVERSEE THE COMPENSATION OF THE PRESIDENT AND CEO. IN ADDITION, THE BOARD OF DIRECTORS CONSULTS WITH THE PRESIDENT AND CEO ON THE COMPENSATION FOR THE OTHER ABOVE NAMED KEY EXECUTIVES. IN 2014, THE CORNERSTONES OF CARE BOARD OF DIRECTORS REVIEWED COMPETITIVE COMPENSATION DATA AND APPROVED THE BASE SALARY AND SALARY ADJUSTMENT FOR THE PRESIDENT AND CEO. AFTER CONSULTATION WITH THE BOARD OF DIRECTORS, THE PRESIDENT AND CEO DETERMINE APPROPRIATE COMPENSATION AND SALARY INCREASES FOR THE OTHER KEY EXECUTIVES. IN MAY, 2014, THE BOARD OF DIRECTORS CONSIDERED THE COMPETITIVENESS OF SALARIES PAID TO OUR EXECUTIVES BY REVIEWING COMPARATIVE SURVEY DATA OBTAINED FROM THE COMPENSATION CONSULTANT, LOCKTON. LOCKTON PRESENTED THEIR FINDINGS TO THE BOARD OF DIRECTORS ALONG WITH RECOMMENDATIONS FOR INCREASES TO KEY EXECUTIVES' SALARIES TO MOVE TOWARD MORE COMPETITIVE BASE PAY. AFTER REVIEW AND DISCUSSION OF THIS DATA, SALARY ADJUSTMENTS WERE DETERMINED FOR KEY EXECUTIVES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 EQUALIZATION TRANSFER -34 TOTAL -34 CORNERSTONES OF CARE (COC) 300 E 36TH STREET KANSAS CITY MO 64111 431689138 SOCIAL SER MO 501C3 9 N/A false OZANAM FOUNDATION 421 E 137TH STREET KANSAS CITY MO 64145 431623792 SUPPORT MO 501C3 11A OZANAM true SPOFFORD 9700 GRANDVIEW ROAD KANSAS CITY MO 64137 440546277 TREATMENT MO 501C3 9 COC false MARILLAC 8000 E 127TH STREET OVERLAND PARK KS 66213 431147836 TREATMENT KS 501C3 9 COC false GILLIS CENTER 8150 WORNALL ROAD KANSAS CITY MO 64114 431765826 TREATMENT MO 501C3 9 COC false OZANAM THRIFTMART 421 E 137TH ST KANSAS CITY MO 64145 431689299 SUPPORT MO 501C3 11A OZANAM true SPOFFORD FOUNDATION 9700 GRANDVIEW ROAD KANSAS CITY MO 64137 431789721 SUPPORT MO 501C3 11A SPOFFORD false MARILLAC FOUNDATION 8000 W 127TH STREET OVERLAND PARK KS 66213 412255451 SUPPORT KS 501C3 11A MARILLAC false false false true false false false false false false false false true false false false true false false true OZANAM FOUNDATION C 328934 OZANAM THRIFTMART C 23000