2024-05-07T14:20:51-05:00 2023-06-30 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2022-07-01 202901560 CASA SAN JUAN BOSCO INC CASA 9414885581 1000 PINEBROOK ROAD VENICE FL 34285 CHRISTOPHER ROOT CEO 9414885581 2024-05-01 1 CHRISTOPHER ROOT 999009999 1 JONATHAN B SCOTT P00291986 3178485700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTOPHER ROOT 1000 PINEBROOK ROAD VENICE FL 34285 423162 0 X N/A X 2004 FL CASA SAN JUAN BOSCO, INC. WAS FORMED AS A NOT-FOR-PROFIT CORPORATION IN DECEMBER 2004 UNDER THE LAWS OF THE STATE OF FLORIDA, FOR THE PURPOSE OF PROVIDING WORKFORCE, AFFORDABLE HOUSING FOR FARM WORKERS. CASA SAN JUAN BOSCO SITS ON 29 ACRES IN DESOTO COUNTY AND INCLUDES A COMMUNITY CENTER AND 53 ONE-STORY SINGLE FAMILY HOMES LOCATED IN ARCADIA, FLORIDA. 5 5 0 5 0 0 220698 206841 191058 202497 118 6074 911 7750 412785 423162 0 0 0 0 85175 93235 0 0 0 575125 597436 660300 690671 -247515 -267509 8458228 8446359 6955177 7210817 1503051 1235542 TO PROVIDE WORKFORCE HOUSING IN ARCADIA, FLORIDA. 0 0 593286 202497 CASA SAN JUAN BOSCO, INC. WAS FORMED AS A NOT-FOR-PROFIT CORPORATION IN DECEMBER 2004 UNDER THE LAWS OF THE STATE OF FLORIDA, FOR THE PURPOSE OF PROVIDING WORKFORCE, AFFORDABLE HOUSING FOR FARM WORKERS. CASA SAN JUAN BOSCO SITS ON 29 ACRES IN DESOTO COUNTY AND INCLUDES A COMMUNITY CENTER AND 53 ONE-STORY SINGLE FAMILY HOMES LOCATED IN ARCADIA, FLORIDA. 593286 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X CHRISTOPHER ROOT 9414885581 1000 PINEBROOK ROAD VENICE FL 342856426 EDUARDO GLORIA PRESIDENT 1.00 39.00 X X 0 148929 20162 DR VOLODYMYR SMERYK VICE PRESIDENT 1.00 9.00 X X 0 0 0 CLINT BRANAM SECRETARY 1.00 39.00 X X 0 0 0 MOST REV FRANK J DEWANE BOARD MEMBER 1.00 9.00 X 0 0 0 JOE REGO BOARD MEMBER 1.00 9.00 X 0 0 0 ROBERT WILDERMUTH CFO 1.00 39.00 X 0 100460 20507 CRISTY KING REGIONAL MANAGER 1.00 39.00 X 0 104964 13856 JOE MCNAIR PROGRAM MANAGER 1.00 39.00 X 0 104716 18310 PHILOMENA PEREIRA FORMER CEO 1.00 19.00 X 0 29768 7093 0 488837 79928 0 1 1 0 0 206841 206841 RENTAL INCOME 531110 202497 202497 202497 6074 6074 OTHER REVENUE-MISC. 531110 7750 7750 7750 423162 202497 0 13824 80638 48619 32019 6356 6356 6241 6241 30051 30051 10751 10751 8485 8485 191676 191676 1041 1041 308252 308252 LOSS ON DISPOSAL 32142 32142 ADMINISTRATIVE 13173 13173 STAFF TRAINING 1265 1265 MANAGEMENT CONSULTANTS 600 600 690671 593286 97385 0 23390 455880 5914 8412 53839 57803 10629493 3137658 7988276 7491835 386809 432429 8458228 8446359 26749 313584 6901255 6874047 27173 23186 6955177 7210817 X 1496601 1229092 6450 6450 1503051 1235542 8458228 8446359 -267509 0 X X 0 1 X 1 1 1 X 234881 257222 235028 220698 206841 1154670 166405 162290 176622 190319 201529 897165 401286 419512 411650 411017 408370 2051835 0 0 0 2051835 373 892 89 118 6074 7546 373 892 89 118 6074 7546 1064 2214 1650 8718 13646 401659 421468 413953 412785 423162 2073027 0.98980 0.99680 0.00360 0.00080 X SCHEDULE A, PART III, LINE 12: MISCELLANEOUS INCOME CONSISTS OF LAUNDRY AND VENDING CHARGES AND OTHER INCOME ITEMS FOR SERVICES PROVIDED FOR THE CONVENIENCE OF THE TENANTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1307394 1307394 9274891 3106186 6168705 47208 31472 15736 7491835 RESERVE REPLACEMENT FUND 360142 OTHER RESERVES 16852 TENANT/MEMBER DEPOSITS HELD IN TRUS 23186 MISC OTHER ASSETS 32249 432429 TENANT/MEMBER DEPOSITS HELD IN TRUS 23186 23186 X 423162 0 423162 0 423162 690671 0 690671 0 690671 PART X, LINE 2: THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX AND HAS BEEN CLASSIFIED AS AN OTHER THAN PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE TAXES ON REVENUE AND INCOME HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. GENERALLY, THE FEDERAL AND STATE TAX RETURNS WERE SUBJECT TO EXAMINATIONS FROM THE THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE OR THE DATE FILED BY THE APPLICABLE TAX AUTHORITY 0 0 0 0 0 0 0 0 0 PHILOMENA PEREIRA FORMER CEO 0 29537 0 0 0 231 0 0 0 7093 0 36861 0 0 EDUARDO GLORIA PRESIDENT 0 133749 0 15000 0 180 0 0 0 20162 0 169091 0 5 FORM 990, PART VI, SECTION A, LINE 3 CASA SAN JUAN BOSCO, INC., IS MANAGED BY NDC ASSET MANAGEMENT LLC, A PROFESSIONAL PROPERTY MANAGEMENT COMPANY. NDC ASSET MANAGEMENT LLC, HAS A MANAGEMENT AGREEMENT WITH THE PROPERTY WHICH WAS APPROVED BY THE BOARD OF DIRECTORS. THE MANAGEMENT CONTRACT ENCOMPASSES THE DAY TO DAY OPERATIONS OF THE PROJECT INCLUDING, BUT NOT LIMITED TO, COLLECTION OF RENTS, MAINTENANCE OF FACILITIES, SUPERVISION OF STAFF, AND ONGOING SUPPORT FOR BOTH THE OWNERS AND TENANTS AS NEEDED IN ORDER TO ESTABLISH A SAFE, SANITARY AND AFFORDABLE ENVIRONMENT. FORM 990, PART VI, SECTION A, LINE 6 THE PERMANENT MEMBERS OF THE CORPORATION SHALL INCLUDE, EX OFFICIO, THE BISHOP OF THE DIOCESE OF VENICE, THE VICAR GENERAL OF THE DIOCESE OF VENICE AND THE CHANCELLOR OF THE DIOCESE OF VENICE. WHENEVER THERE IS A VACANCY IN THE OFFICE OF THE BISHOP, THE ADMINISTRATOR OF THE DIOCESE OF VENICE SHALL SUCCEED TO ALL RIGHTS AND RESPONSIBILITIES OF THE MEMBER. THE TERM OF MEMBERSHIP IN THE CORPORATION SHALL BE CO-TERMINOUS WITH THE TERM OF OFFICE AS BISHOP, VICAR GENERAL, CHANCELLOR OR ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE THE POWER TO APPOINT THE FOUNDING DIRECTORS OF THIS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN POWERS HAVE BEEN SPECIFICALLY RESERVED TO THE MEMBERS: - THE OPERATING PHILOSOPHY OF THE CORPORATION SHALL BE APPROVED BY THE MEMBERS. - THE CORPORATION MAY NOT BE MERGED OR DISSOLVED OF THE ASSETS DISTRIBUTED UPON DISSOLUTION WITHOUT THE EXPRESS WRITTEN APPROVAL OF THE MEMBERS. - THE ARTICLES AND BY-LAWS OF THE CORPORATION MAY NOT BE AMENDED OR ALTERED WITHOUT THE APPROVAL OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE RETURN IS GIVEN TO THE BOARD OF DIRECTORS TO REVIEW AND APPROVE IT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SENDS OUT BOARD QUESTIONNAIRES ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL THE CEO'S COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD EACH YEAR. FORM 990, PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS COMPENSATION FOR KEY EMPLOYEES OF THE ORGANIZATION ARE REVIEWED BY THE CEO, COO, AND CFO EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C OVERSIGHT OF AUDITING FUNCTION: THE MANAGEMENT COMPANY RECEIVES A COPY OF THE AUDIT. PRIOR TO THE FINALIZATION OF THE AUDIT, A COPY OF THE AUDIT IS GIVEN TO ALL OF THE BOARD MEMBERS FOR THEIR COMMENTS. WHEN THE AUDIT IS UP FOR BID, THE BOARD DISCUSSES THE RELATIONSHIP WITH THE CURRENT AUDITORS AND MAKES A DETERMINATION AS TO WHETHER TO MAINTAIN THIS RELATIONSHIP OR CHANGE TO A NEW AUDITING FIRM. MARION MANOR INC 1000 PINEBROOK ROAD VENICE FL 34285 202902023 TO PROVIDE WORKFORCE HOUSING FOR FARM WORKERS FL 501(C)(3) LINE 10 0 CATHOLIC CHARITIES OF THE DIOCESE OF VENICE INC 1000 PINEBROOK ROAD VENICE FL 34285 592473176 SOCIAL SERVICES FL 501(C)(3) LINE 7 0 CATHOLIC CHARITIES FOUNDATION INC 1000 PINEBROOK ROAD VENICE FL 34285 650889322 TO SOLICIT, MAINTAIN, AND DEVELOP FUNDS TO BE USED FOR THE MISSION OF CATHOL FL 501(C)(3) LINE 12C, III-FI 0 CATHOLIC CHARITIES HOUSING INC 1000 PINEBROOK ROAD VENICE FL 34285 200487215 TO PROVIDE AFFORDABLE HOUSING FOR THOSE IN NEED FL 501(C)(3) LINE 7 0 CATHOLIC CHARITIES HOUSING SARASOTA INC 1000 PINEBROOK ROAD VENICE FL 34285 202901940 TO PROVIDE AFFORDABLE HOUSING FOR THOSE IN NEED FL 501(C)(3) LINE 7 0 DIOCESE OF VENICE IN FLORIDA 1000 PINEBROOK ROAD VENICE FL 34285 592434603 CATHOLIC CHURCH OF VENICE FL 501(C)(3) LINE 1 0 CASA SAN JUAN BOSCO II 1000 PINEBROOK ROAD VENICE FL 34285 463631888 TO PROVIDE WORKFORCE HOUSING FOR FARM WORKERS FL 501(C)(3) LINE 10 0 NEW PARADIGM OF CATHOLIC CHARITIES INC 1000 PINEBROOK ROAD VENICE FL 34285 813860984 TO PROVIDE AFFORDABLE HOUSING FOR THOSE IN NEED FL 501(C)(3) LINE 10 0 ST JOHN PAUL II HOUSING INC 1000 PINEBROOK ROAD VENICE FL 34285 811336534 TO PROVIDE AFFORDABLE HOUSING FOR THOSE IN NEED FL 501(C)(3) LINE 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0