2013-01-31T10:23:03-06:00 2012-06-30 060903326 WHITTLESEY & HADLEY PC 147 CHARTER OAK AVE HARTFORD CT 061065100 990 2011-07-01 060667607 CATHOLIC CHARITIES INC ARCHDIOCESE OF HARTFORD CATH 8604931841 839-841 ASYLUM AVENUE HARTFORD CT 06105 EDGAR BERNIER 8607252567 2013-01-31 1 EDWARD G SULLIVAN P00579546 8605223111 2011 2016-02-25 16:41:14Z EDGAR BERNIER 839-841 ASYLUM AVENUE HARTFORD CT 06105 27928751 0 X WWW.CCAOH.ORG X 1923 CT TO PROVIDE PROFESSIONAL GUIDANCE AND COUNSELING FOR INDIVIDUALS, FAMILIES AND THEIR CHILDREN. 23 23 551 325 0 0 21210365 20413588 5926659 6589886 254764 175044 97990 151990 27489778 27330508 1069495 829823 0 0 18054104 19152199 0 0 437417 6905236 6922075 26028835 26904097 1460943 426411 22546183 22393358 8299556 9192183 14246627 13201175 X MOTIVATED BY CHRIST'S SOCIAL TEACHINGS AND RESPECT FOR THE RICHNESS OF DIVERSITY, CATHOLIC CHARITIES EXISTS TO PROMOTE THE DIGNITY, SELF SUFFICIENCY AND HUMAN POTENTIAL OF THOSE IN NEED. 0 0 7407237 3618771 MENTAL HEALTH PROGRAMS - MENTAL HEALTH SERVICES WERE PROVIDED TO OVER THREE THOUSAND CLIENTS LAST YEAR. THIS PROGRAM MET OVER 86% OF THE GOALS FOR CLIENTS INCLUDING INCREASING THEIR OVERALL FUNCTIONING IN THE COMMUNITY. SERVICES INCLUDE GENERAL MENTAL HEALTH, PARENTING EDUCATION, SUBSTANCE ABUSE AND CASE MANAGEMENT SERVICES. 8269399 2825643 THE CORRECTIONS, RESIDENTIAL AND SCHOOL READINESS/DAY CARE PROGRAMS SERVED MORE THAN 8,300 CLIENTS LAST YEAR. THE CORRECTIONS PROGRAMS MET 80% OF THEIR CLIENT BASED GOALS INCLUDING INCREASED FUNCTIONING IN THE COMMUNITY, IMPROVED FAMILY RELATIONSHIPS AND EMPLOYMENT SKILLS. RESIDENTIAL PROGRAMS PROVIDED SAFE, NURTURING HOMES FOR THIRTY-THREE DEVELOPMENTALLY DISABLED ADULTS IN TEN INDIVIDUAL HOMES AND RESIDENCES. SCHOOL READINESS AND DAY CARE PROGRAMS MET OVER NINETY PERCENT OF THEIR CLIENT BASED GOALS INCLUDING INCREASING SCHOOL READINESS SKILLS, PHYSICAL AND EMOTIONAL DEVELOPMENT AND COGNITIVE SKILLS NEEDED FOR KINDERGARTEN AND FUTURE SCHOOL SUCCESS. 6607694 0 COMPREHENSIVE YOUTH AND EMPLOYMENT SERVICES WERE PROVIDED TO MORE THAN 5,000 CLIENTS LAST YEAR. THE PROGRAMS MET MORE THAN 75% OF THEIR GOALS FOR CLIENTS LAST YEAR BY ASSISTING CLIENTS TO OBTAIN EMPLOYMENT FOR ADULTS AS WELL AS INCREASING THE EDUCATIONAL LEVELS AND SOCIAL/EMOTIONAL FUNCTIONING OF YOUTH IN SCHOOL AND THE COMMUNITY. 178955 145472 OTHER PROGRAM SERVICES-ADOPTION 178955 145472 22463285 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 1 94 0 1 551 1 0 0 0 0 0 1 1 0 0 0 0 1 0 X 23 23 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 CT X X EDGAR BERNIER 8607282567 839-841 ASYLUM AVENUE HARTFORD CT 06115 ARCHBISHOP HENRY MANSELL 1.00 X X 0 0 0 JOHN R FLORES 1.00 X X 0 0 0 MARIBETH STEWART 1.00 X X 0 0 0 THOMAS SATALINO 1.00 X X 0 0 0 MARIE HOPKINS 1.00 X X 0 0 0 ROSE ALMA SENATORE 1.00 X X 0 0 0 ANNE M DANAHER 1.00 X 0 0 0 BILL JORDAN 1.00 X 0 0 0 CHERYL BARNARD 1.00 X 0 0 0 CONRAD THAMM 1.00 X 0 0 0 DEACON DENNIS FERGUSON 1.00 X 0 0 0 DEACON ROBERT PALLOTTI 1.00 X 0 0 0 DENISE COLEY 1.00 X 0 0 0 MATT HAMLETT 1.00 X 0 0 0 JOSE ORTIZ 1.00 X 0 0 0 MARY FLYNN 1.00 X 0 0 0 FATHER PHIL SHARKEY 1.00 X 0 0 0 PATRICIA REYNOLDS 1.00 X 0 0 0 ROSE STAMILIO 1.00 X 0 0 0 SUE GUEBLE 1.00 X 0 0 0 TANYA CLARK ROBINSON 1.00 X 0 0 0 MONSIGNOR JOHN MCCARTHY 1.00 X 0 0 0 BISHOP CHRISTIE MACALUSO 1.00 X 0 0 0 LOIS NESCI 40.00 X 141686 0 30986 EDGAR BERNIER 40.00 X 123658 0 30734 CYNTHIA MCKENNA 40.00 X 101626 0 33058 MARK WILES 40.00 X 100713 0 28069 467683 0 122847 4 0 1 0 SAINT FRANCIS BEHAVIORAL HEALTH GROUP 675 TOWER AVE HARTFORD CT 06112 PSYCHIATRY, BEHAVIORAL HEALTH 230555 LUIS A AVALOS MD PO BOX 277 WINDHAM CT 06280 PSYCHIATRY, BEHAVIORAL HEALTH 152471 DELTA-T GROUP HARTFORD INC PO BOX 884 BRYN MAWR PA 09010 SUBSTITUTE STAFFING GROUP HOMES & CORREC 151888 DDN CONSULTING SERVICES LLC 2464 WHITNEY AVE HAMDEN CT 06518 NURSING SERVICES 107362 OFFICE TEAM 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 SUBSTITUTE CLERICAL STAFF 106937 6 1053419 2222777 15788939 1348453 20413588 PROGRAM SERVICE REVENU 624100 6589886 6589886 6589886 103876 103876 626887 555719 71168 71168 71168 194514 42524 151990 151990 27330508 6589886 0 327034 829823 829823 469710 392255 69723 7732 14696619 12442223 2007717 246679 2855032 2345996 450424 58612 1130838 959781 152167 18890 3600 2843 726 31 33329 26325 6725 279 119125 94091 24038 996 1638407 1294102 330606 13699 52573 42306 7317 2950 1114570 1023918 79482 11170 176161 139803 33803 2555 1581700 1245700 319179 16821 400638 362361 37515 762 157953 124699 29213 4041 176111 173473 2638 514025 397120 109505 7400 EQUIPMENT RENTAL AND MA 624459 439689 176154 8616 PROGRAM ACTIVITIES & PA 101254 101254 MEMBERSHIP DUES AND SUB 76915 5302 71369 244 PRINTING AND PUBLICATIO 67894 19363 12591 35940 83361 858 82503 26904097 22463285 4003395 437417 6176541 6200911 679552 679758 1982543 1981259 673138 362294 155277 302517 13630965 4568940 9327557 9062025 3550752 3654119 823 150475 22546183 22393358 1722678 1449184 340605 320409 426422 314430 3236292 3156503 2573559 3951657 8299556 9192183 X 12297933 11593044 1686013 1345450 262681 262681 14246627 13201175 22546183 22393358 X 426411 -1471863 X X 0 1 1 X 1 1 X 27540753 24221884 20465498 21210365 20354017 113792517 27540753 24221884 20465498 21210365 20354017 113792517 113792517 84084 347785 160705 102064 175044 869682 35168 52640 32496 211561 331865 114994064 29046566 0.98960 0.99090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 21000 21000 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: REPRESENTATION ON MATTERS OF INTEREST TO THE AGENCY WITH VARIOUS STATE LEGISLATIVE COMMITTEES AND DEPARTMENTS. 3550752 220278 39399 141957 14353 3654119 2995343 51450 620817 102375 14483 3550752 2519913 300051 318119 131380 11360 2995343 2758399 260817 -359719 129408 10176 2519913 0.86690 0.07190 0.06120 0 1 1 938211 938211 10955682 3943656 7012026 1677918 603991 1073927 59154 21293 37861 9062025 SELF FUNDED UNEMPLOYMENT INSURANCE 331389 ACCRUED PENSION LIABILITY 3620268 3951657 27330508 26904097 426411 -1471863 -1471863 -1045452 27243064 -129968 42524 -87444 27330508 0 27330508 26946621 42524 42524 26904097 0 26904097 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: FIVE PERCENT OF PREVIOUS TWENTY FOUR QUARTER AVERAGE VALUE DISTRIBUTED ANNUALLY IN SUPPORT OF PROGRAMS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: CATHOLIC CHARITIES CONTINUALLY EVALUATES EXPIRING STATUES OF LIMITATIONS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS TO DETERMINE IF CATHOLIC CHARITIES HAS ANY UNCERTAIN TAX POSITIONS. AS OF JUNE 30, 2012, CATHOLIC CHARITIES DOES NOT BELIEVE IT IS EXPOSED TO ANY UNCERTAIN TAX POSITIONS. CURRENTLY, CATHOLIC CHARITIES' FEDERAL INFORMATION RETURNS FOR TAX YEARS 2008-2010 REMAIN OPEN TO INSPECTION BY THE IRS. CATHOLIC CHARITIES' 2011 FEDERAL INFORMATION RETURN IS TO BE FILED IN 2012. PART XI, LINE 8 - OTHER ADJUSTMENTS: PENSION CHANGES OTHER THAN NET PERIODIC PENSION COST -1,341,895. UNREALIZED LOSS -129,968. TOTAL TO SCHEDULE D, PART XI, LINE 8: -1,471,863. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE IN FORM 990 PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUE IN FORM 990 GOLF TOURNAMENT 64823 64823 16869 6956 BREAKFAST EVENT 111995 111995 9639 4234 1 17696 17696 4826 194514 194514 26508 11190 4826 42524 151990 1 SCHOLARSHIP 8 34577 TRANSPORTATION 228 22854 HEALTH 281 7040 FOOD 873 47107 FMV FOOD CLOTHING 943 19160 FMV CLOTHING HOUSEHOLD & FURNITURE 530 62805 62805 FMV HOUSEHOLD FURNITURE UTILITIES 388 33057 RENT & DEPOSITS 493 355673 REFUGEE RESETTLEMENT 267 100348 DIAPERS 595 7735 FMV DIAPERS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: CATHOLIC CHARITIES GIVES ASSISTANCE TO INDIVIDUALS THROUGH THREE PROGRAMS. FOR REFUGEE RESETTLEMENT; STAFF FOLLOWS THE CASE MANAGEMENT PROTOCOL AND FOLLOW UP WITH REFUGEE REPORTING. FOR PARISH REFERRALS; BASIC HUMAN NEEDS CLIENTS ARE REFERRED THROUGH VARIOUS PARISHES WHOSE NEEDS WERE DETERMINED BY THE LOCAL RECTOR. FOR WALK-IN CLIENTS; THESE INDIVIDUALS ARE HANDLED BY CATHOLIC CHARITIES BASIC HUMAN NEEDS/CASE MANAGEMENT STAFF. THESE CASES ARE GENERALLY FOR FOOD OR ONE TIME UTILITY ASSISTANCE. THE STAFF WILL FOLLOW UP WITH THE CLIENTS IF THEY APPEAR TO NEED TO MAKE AN APPLICATION FOR CONTINUING ASSISTANCE THROUGH THE STATE OR ASSISTANCE WITH HOUSING. X X 0 0 0 0 0 0 0 0 0 LOIS NESCI 141686 0 0 0 0 0 11288 0 19698 0 172672 0 0 0 EDGAR BERNIER 123658 0 0 0 0 0 12111 0 18623 0 154392 0 0 0 STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY 060806186 20774UM77 2008-10-23 16549404 TO CONSTRUCT AND EQUIP A CHILD CARE FACILITY 0 0 1 75000 2545000 4520 169348 2380172 2008 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 ARCHDIOCESE OF HARTFORD AFFILIATE 2222777 OPERATIONAL SUPPORT AND CAPITAL IMPROVEMENT FUNDING 0 FRANCIS XAVIER PLAZA INC AFFILIATE 150475 CONSTRUCTION FINANCING 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS SHALL CONSIST OF THE PERSONS NAMED IN THE CERTIFICATE OF INCORPORATION, NAMELY THE ARCHBISHOP OF THE ARCHDIOCESE OF HARTFORD, OR IN THE CASE OF THE DEATH OR OTHER DISABILITY OF THE ARCHBISHOP, THE ADMINISTRATOR OF THE ARCHDIOCESE FOR THE TIME BEING; A VICAR-GENERAL APPOINTED BY THE ARCHBISHOP; THE CHANCELLOR OF THE ARCHDIOCESE OF HARTFORD; AND THE ARCHDIOCESAN DIRECTOR OF CHARITIES, ALL OF WHOM SHALL BE MEMBERS OF THIS CORPORATION BY VIRTUE OF THEIR OFFICES WITHIN THE ARCHDIOCESE OF HARTFORD, BUT UPON CEASING TO HOLD SUCH OFFICE, THE MEMBERSHIP OF EACH SHALL TERMINATE AND THE SUCCESSOR TO SUCH OFFICE SHALL SUCCEED SUCH PERSON AS A MEMBER OF THIS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS, IN CONJUNCTION WITH THE WRITTEN APPROVAL OF THE ARCHBISHOP OF HARTFORD ARE EMPOWERED TO APPOINT A TOTAL OF FIFTY PERCENT OF THE NON-MEMBER TRUSTEES SERVING ON THE BOARD OF TRUSTEES (EXCLUDING EX-OFFICIO TRUSTEES), AND TO REMOVE, WITH OR WITHOUT CAUSE, THOSE TRUSTEES WHOSE APPOINTMENT THEY HAVE MADE. INCLUDED WITHIN THE FIFTY PERCENT OF TRUSTEES TO BE APPOINTED BY THE MEMBERS SHALL BE ANY TRUSTEE CANDIDATE WHO IS EMPLOYED BY THE HARTFORD ROMAN CATHOLIC DIOCESAN CORPORATION OR ANY TRUSTEE CANDIDATE EMPLOYED BY OR SERVING AS A MEMBER, TRUSTEE, DIRECTOR, OR OFFICER OF ANY CORPORATION AFFILIATED THEREWITH (EXCEPT THE EX-OFFICIO TRUSTEES). FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS, IN CONJUNCTION WITH THE WRITTEN APPROVAL OF THE ARCHBISHOP OF HARTFORD ARE EMPOWERED TO APPROVE THE MISSION OR PURPOSE AND THE PHILOSOPHY OF THE CORPORATION AND OF ANY SUBSIDIARY OF THE CORPORATION; TO APPROVE THE CERTIFICATE OF INCORPORATION AND THE BY-LAWS AND ANY AND ALL AMENDMENTS THERETO; TO APPROVE THE SALE, TRANSFER, MORTGAGE, PLEDGE OR OTHER ALIENATION OR ACQUISITION OF PERSONAL PROPERTY OF THE CORPORATION IN EXCESS OF $250,000 PER TRANSACTION; TO APPROVE THE SALE, TRANSFER, MORTGAGE, PLEDGE, OR OTHER ALIENATION OR ACQUISITION OF THE REAL PROPERTY OF THE CORPORATION; TO APPROVE THE LEASE OF ANY REAL PROPERTY WHERE RENTAL PAYMENTS WOULD BE IN EXCESS OF $250,000 IN ANY ONE FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO OTHER COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 FORM IS REVIEWED BY THE FINANCE COMMITTEE PRIOR TO THE TRUSTEE MEETING. ALL TRUSTEES RECEIVE A COPY. THE FINANCE CHAIRMAN REPORTS ON THE FILING AND RECOMMENDS ACCEPTANCE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS ,DIRECTORS AND TRUSTEES COMPLETE AN ANNUAL DISCLOSURE REPORT. ANY REAL OR POTENTIAL CONFLICTS ARE IDENTIFIED. THE CHIEF EXECUTIVE OFFICER (OR DESIGNEE) AND CHIEF FINANCIAL OFFICER INDEPENDENTLY REVIEW ALL CONTRACTS, PERSONAL SERVICES AGREEMENTS AND LEASES IN WHICH CONFLICT OF INTEREST IS A PART OF THE REVIEW. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER'S SALARY IS DETERMINED BY THE BOARD OF TRUSTEES THROUGH IT'S ANNUAL PERFORMANCE APPRAISAL WHICH INCLUDES COMPARABILITY DATA PROVIDED BY HUMAN RESOURCES. THE CHIEF EXECUTIVE OFFICER MAKES SALARY RECOMMENDATIONS FOR OTHER KEY EMPLOYEES TO THE BOARD OF TRUSTEES, WITH COMPARABILITY DATA PROVIDED BY HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONS GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON REQUEST IN WORD/ADOBE/PRINTED FORMAT. FINANCIAL STATEMENTS ARE POSTED ON CATHOLIC CHARITIES' WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: PENSION CHANGES OTHER THAN NET PERIODIC PENSION COST -1,341,895. UNREALIZED LOSS -129,968. TOTAL TO FORM 990, PART XI, LINE 5: -1,471,863. THE ORGANIZATION'S FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. CATHOLIC CHARITIES INSTITUTE FOR THE HISPANIC FAMILY ASSOCIATION INC 270215435 CONDOMINIUM ASSOCIATION CT 1077185 5604437 CATHOLIC CHARITIES-ARCHDIOCESE OF HARTFORD ARCHDIOCESE OF HARTFORD 134 FARMINGTON AVENUE HARTFORD CT 06105 060646669 RELIGIOUS ORGRANIZATION CT 501(C)(3) 170(B)(1)(A)(VI) 0 CATHEDRAL GREEN INC 809 ASYLUM AVENUE HARTFORD CT 06105 270144655 CHARITABLE ORGANIZATION CT 501(C)(3) 170(B)(1)(A)(VI) 0 FRANCIS XAVIER PLAZA INC 605 BALDWIN STREET WATERBURY CT 06706 453563217 FINANCIAL/HOLDING ORGANIZATION CT 501(C)(3) 170(B)(1)(A)(VI) 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 ARCHDIOCESE OF HARTFORD C 2222777 FAIR VALUE ARCHDIOCESE OF HARTFORD J 352214 FAIR VALUE CATHEDRAL GREEN L 145740 FAIR VALUE XAVIER PLAZA D 150475 FAIR VALUE