2023-09-27T11:45:59-05:00 2022-12-31 741130599 PATTILLO BROWN & HILL LLP P O BOX 20725 WACO TX 767020725 990 2022-01-01 741711575 CARITAS OF WACO CARI 2547534593 300 SOUTH 15TH STREET WACO TX 76701 ANN OWEN EXECUTIVE DIRECTOR 2547534593 2023-08-29 1 ANN OWEN 999009999 0 SHARON M HERWALD CPA P00079864 2547724901 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANN OWEN 300 SOUTH 15TH STREET WACO TX 76701 17715061 0 X WWW.CARITAS-WACO.ORG X 1967 TX TO PROVIDE URGENT SUPPORT TO PEOPLE IN NEED IN OUR COMMUNITY. 14 14 67 2406 0 0 15457571 17020991 601318 537509 147306 63013 84675 80376 16290870 17701889 13688780 16159327 0 0 1011918 902201 0 0 41333 762687 746769 15463385 17808297 827485 -106408 6458652 5975298 38418 36409 6420234 5938889 X TO PROVIDE URGENT SUPPORT TO PEOPLE IN NEED IN OUR COMMUNITY. 0 0 15831047 15606899 168548 HOUSEHOLD PRODUCTS DISTRIBUTION:CARITAS HAS AN ESTABLISHED PARTNERSHIP WITH THE WAL-MART RETURN CENTER IN WACO. THROUGH THIS ARRANGEMENT, CARITAS RECEIVES ITEMS RETURNED TO WAL-MART (ITEMS WHICH SUPPLIERS DID NOT WISH TO RECEIVE BACK) AND DISTRIBUTES THEM TO OTHER CHARITIES AND NON-PROFIT SOCIAL SERVICE ORGANIZATIONS. SUCH ITEMS CONSIST MOSTLY OF PAPER PRODUCTS SUCH AS TOILET PAPER, PAPER TOWELS, AND DIAPERS, AND OTHER HOUSEHOLD PRODUCTS. CARITAS CURRENTLY DISTRIBUTES THESE PRODUCTS TO OVER 200 CHARITABLE ORGANIZATIONS. HUNDREDS OF THOUSANDS OF PEOPLE IN NEED HAVE BENEFITED FROM THIS PROGRAM. 540840 415665 EMERGENCY ASSISTANCE:CARITAS PROVIDES ASSISTANCE WITH FOOD, CLOTHING AND HOUSEHOLD ITEMS, PRESCRIPTION MEDICATIONS, UTILITIES, RENT AND MORTGAGE ASSISTANCE, TRANSPORTATION, AND LODGING ON AN EMERGENCY BASIS TO PEOPLE IN NEED. THE LARGEST AMOUNT OF SUCH ASSISTANCE IS FOR FOOD WITH CARITAS AIDING AN AVERAGE OF 2500 FAMILIES A MONTH WITH THIS SERVICE. 358828 368961 THRIFT STORES:CARITAS OPERATES TWO RESALE STORES IN THE WACO AREA. THESE STORES PROVIDE CLOTHING AND OTHER ITEMS FREE OF CHARGE UPON REFERRAL FROM CARITAS INTERVIEWERS AND VERY REASONABLY PRICED, QUALITY CLOTHING AND OTHER HOUSEHOLD ITEMS TO PERSONS WHO OTHERWISE WOULD NOT HAVE ACCESS TO THESE ARTICLES BECAUSE OF THEIR ECONOMIC STATUS. THE STORES ALSO OFFER EMPLOYMENT FOR INDIVIDUALS DESIROUS OF WORKING IN A SERVICE ORIENTED, NON-PROFIT SETTING. THE STORES SELL DONATED MERCHANDISE ONLY. 371385 136763 SNAP OUTREACH AND CASE MANAGEMENT PROGRAMS 371385 136763 17102100 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 67 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X X ANN OWEN 2547534593 300 SOUTH 15TH STREET WACO TX 76701 ANGELA RAGAN PRESIDENT 1.00 X X 0 0 0 MARK FIRMIN VICE PRESIDENT 1.00 X X 0 0 0 GLORIA DANCER SECRETARY 1.00 X X 0 0 0 RENE CLAY TREASURER 1.00 X X 0 0 0 CINDY WOOD IMMED. PAST PRESIDENT 1.00 X 0 0 0 BENJAMIN GOMEZ DIRECTOR 1.00 X 0 0 0 LUIS GUEVARA DIRECTOR 1.00 X 0 0 0 CHARLIE HAYS DIRECTOR 1.00 X 0 0 0 JUDGE RYAN LUNA DIRECTOR 1.00 X 0 0 0 SHYNEKA MONTGOMERY DIRECTOR 1.00 X 0 0 0 NICOLE REYNOLDS DIRECTOR 1.00 X 0 0 0 JOVASTER WITCHER DIRECTOR 1.00 X 0 0 0 HECTOR SABIDO DIRECTOR 1.00 X 0 0 0 TRE BALDWIN DIRECTOR 1.00 X 0 0 0 ANN OWEN CO-EXECUTIVE DIRECTOR 40.00 X 72825 0 40 ALICIA JALLAH CO-EXECUTIVE DIRECTOR 40.00 X 17278 0 7 90103 0 47 0 0 0 0 0 200407 16820584 15660671 17020991 SALES OF DONATED ITEMS 459510 368961 368961 SHARED MAINTENANCE FEES 459510 168548 168548 537509 61334 61334 1679 0 1679 1679 1679 81022 13172 67850 67850 INSURANCE PROCEEDS 900099 12526 12526 12526 17701889 537509 0 143389 15588216 15588216 571111 571111 90103 90103 742522 611715 100410 30397 69576 53122 14088 2366 28502 28502 19143 10638 8505 1173 1173 76068 27932 48136 11130 11130 199145 126235 72910 38402 38402 388 23 300 65 128687 73570 55117 72934 72934 TRANSFERS TO OTHER FOOD 160985 160985 MISCELLANEOUS 10212 1136 9076 17808297 17102100 664864 41333 1346318 315847 169829 1182146 19210 24759 2478 552918 606690 3470637 1800685 1798639 1669952 653503 605306 1915757 1570598 6458652 5975298 11300 11409 27118 25000 38418 36409 X 6218221 5764744 202013 174145 6420234 5938889 6458652 5975298 -106408 -359414 -15523 0 X X 1 X 1 X 1 0 X 14660379 14267641 14393594 15457571 17020991 75800176 14660379 14267641 14393594 15457571 17020991 75800176 75800176 31081 30215 36926 45718 61334 205274 76005450 3076108 0.99730 0.99760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1915757 -252753 79550 12856 1570598 1761365 252112 87451 10269 1915757 1665793 171189 64267 11350 1761365 1485350 265187 73086 11658 1665793 1660068 -93212 70159 11347 1485350 1.00000 1 0 20000 20000 2433015 943287 1489728 849088 699497 149591 168534 157901 10633 1669952 BENEFICIAL INTEREST - FUNDS HELD BY WACO FOUNDATION 1570598 1570598 X 17326952 -359414 -359414 17686366 15523 15523 17701889 17808297 0 17808297 0 17808297 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUND IS TO PROVIDE A REVENUE STREAM FROM EARNINGS OF THE FUND FOR THE GENERAL OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. FASB GUIDANCE REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY TO NOT BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR THE LAST THREE YEARS ARE SUBJECT TO EXAMINATION BY REGULATORY AUTHORITIES. FEAST OF CARING 63639 63639 3612 3712 GOLF TOURNAMENT 17383 17383 2050 2958 840 81022 81022 2050 6570 840 3712 13172 67850 1 200-300 DIFFERENT ORGANIZATIONS RECEIVE ASSISTANCE MONTHLY FROM CARITAS 300 S 15TH STREET WACO TX 76701 741711575 501(C)(3) 0 15588216 APPROXIMATE AVG VALUE PER POUND OF .14 DISTRIBUTION OF NON-FOOD PRODUCTS FOR ORGANIZATIONS TO DISTRIBUTE TO MEET COMMUNITY NEEDS EMERGENCY ASSISTANCE/OUTREACH ASSISTANCE 45539 482719 69709 FMV CLOTHING; CASH ASSISTANCE: UTILITY, RENTAL, MORTGAGE, FOOD, PRESCRIPTION, FUEL & TRANSPORTATION HOUSEHOLD PRODUCTS/THRIFT STORE DISTRIBUTION 654 18683 FMV HOUSEHOLD PRODUCTS DISTRIBUTED LOCALLY TO THOSE IN NEED PART I, LINE 2: THE ORGANIZATIONS RECEIVING ASSISTANCE FROM CARITAS ARE REQUIRED TO SHOW PROOF OF 501(C)(3) STATUS AND ARE SUBJECT TO UNANNOUNCED AUDITS BY CARITAS STAFF. THE RECEIVING ORGANIZATIONS MAY DISTRIBUTE GOODS AS THEY SEE FIT TO MEET THE NEEDS OF THEIR COMMUNITIES. X 7011951 $3.89/LB-FOOD STUDY X 6626885 11199435 $1.69 /LB-FOOD STUDY 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B RECORDED MINUTES OF COMMITTEE MEETINGS ARE NOT MAINTAINED. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THEN THE FULL-BOARD REVIEWS AND APPROVES THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY AND DISCLOSURES ARE REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 ALL SALARY ADJUSTMENTS ARE REVIEWED AND APPROVED BY THE CARITAS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.