2024-05-09T17:42:24-05:00 2023-06-30 952302617 SINGERLEWAK LLP 2010 MAIN ST STE 300 IRVINE CA 92614 990 2022-07-01 953031389 CATHOLIC CHARITIES OF ORANGE COUNTY INC CATH 7143479602 12141 S LEWIS STREET 11TH FLOOR GARDEN GROVE CA 92840 ELLEN ROY EXECUTIVE DIRECTOR EXECUTIVE DIRECTOR 7143479602 2024-05-06 1 ELLEN ROY EXECUTIVE DIRECT 999009999 0 JACKIE FOUNTAIN CPA P01253879 9496230540 2024-04-29 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ELLEN ROY 12141 S LEWIS STREET 11TH FLOOR GARDEN GROVE CA 92840 7613172 0 X WWW.CCOC.ORG X 1976 CA THE MISSION OF CATHOLIC CHARITIES OF ORANGE COUNTY IS TO PROVIDE SERVICE TO PEOPLE IN NEED, PROMOTE THEIR VOICE IN SOCIETY, AND TO CALL THE CHURCH AND ALL PEOPLE TO DO THE SAME. X 20 20 73 900 0 0 4533146 5162400 105433 82655 20323 1196439 230211 178476 4889113 6619970 16442 567409 0 0 2359193 2798018 0 0 81910 1387320 2317919 3762955 5683346 1126158 936624 6254355 8224633 1212389 1975298 5041966 6249335 X THE MISSION OF CATHOLIC CHARITIES OF ORANGE COUNTY IS TO PROVIDE SERVICE TO PEOPLE IN NEED, PROMOTE THEIR VOICE IN SOCIETY, AND TO CALL THE CHURCH AND ALL PEOPLE TO DO THE SAME." 0 0 3642869 567409 3605 "COMMUNITY OUTREACH - SERVED A TOTAL OF 736,059 PEOPLE IN THE FOLLOWING PROGRAMS: THE CANTLAY FOOD DISTRIBUTION CENTER PROVIDES FOOD AND OTHER NECESSITIES, INCLUDING DIAPERS FOR CHILDREN AGES 0-5, TO DISADVANTAGED INDIVIDUALS AND FAMILIES THREE DAYS A WEEK. THE GARDEN OF HOPE ASPIRES TO EDUCATE THE COMMUNITY ON THE VALUE OF NUTRITION, HOW TO GROW ORGANIC VEGETABLES & HERBS, AND HOW TO COOK HEALTHY MEALS USING GARDEN INGREDIENTS. HEALTH & WELLNESS SERVICES (CALFRESH FOOD, MEDI-CAL, & CALFRESH HEALTHY LIVING) PROVIDES ASSISTANCE WITH CALFRESH FOOD BENEFITS AND MEDI-CAL ENROLLMENT FOR LOW-INCOME FAMILIES & INDIVIDUALS. THEIR CALFRESH HEALTHY LIVING TEAM IMPROVES THE NUTRITIONAL HEALTH OF LOW-INCOME CALIFORNIANS THROUGH NUTRITION & PHYSICAL ACTIVITY EDUCATION, AND LEADERSHIP TOWARD HEALTHY COMMUNITY INITIATIVES." 1155047 67670 CITIZENSHIP & IMMIGRATION SERVICES SERVED 15,663 CLIENTS PROVIDING ACCREDITED LEGAL ASSISTANCE IN DOCUMENT PREPARATION FOR INDIVIDUALS AND FAMILIES SEEKING REUNIFICATION, LEGALIZATION AND ADJUSTMENT OF STATUS ALSO PROVIDES SOUTHERN CALIFORNIA LEGAL PERMANENT RESIDENTS WHO ARE ELIGIBLE FOR NATURALIZATION WITH INFORMATION, EDUCATION AND N-400 APPLICATION ASSISTANCE THROUGH INDIVIDUALIZED CASE MANAGEMENT. THESE SERVICES ARE SUPPORTED BY PROGRAM SERVICE FEES THAT ARE CHARGED TO CLIENTS BASED ON AFFORDABLE RATES. 470853 11380 NEW HOPE COUNSELING SERVICES SERVED A TOTAL OF 1,033 CLIENTS WITH 4,103 COUNSELING SESSIONS/INQUIRY CALLS MENTAL HEALTH OF STUDENTS IN OUR CATHOLIC SCHOOLS WE PROVIDE LOW-COST THERAPY FOR CHALLENGES SUCH AS ANXIETY, DEPRESSION, MOOD DISORDERS, TRAUMA, RELATIONSHIP CHALLENGES, GRIEF & LOSS, PROBLEMS AT WORK, PARENTING CHALLENGES, DIVORCE, AND LIFE TRANSITIONS AND THE NEW HOPE PEER-TO-PEER SUPPORT LINE PROVIDES A FREE OF CHARGE TELEPHONE SUPPORT LINE THAT OFFERS NONJUDGMENTAL PEER LISTENING AND GODLY LOVE TO ANYONE SEEKING HELP DURING ITS OPERATING HOURS. THESE SERVICES ARE SUPPORTED BY PROGRAM SERVICE FEES THAT ARE CHARGED TO CLIENTS BASED ON AFFORDABLE RATES. ADDITIONALLY, A BEQUEST WAS RECEIVED BY THE ORGANIZATION TO SUPPORT THIS PROGRAM. 5268769 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 1 22 0 1 73 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X JULIANA C SILVA 7143479628 12141 S LEWIS STREET 11TH FLOOR GARDEN GROVE CA 92840 ELLEN ROY EXECUTIVE DIRECTOR 40.00 X 156577 0 0 JULIANA C SILVA VASCONCELOS DIRECTOR OF FINANCE 40.00 X 94974 0 0 MOST REV KEVIN VANN PRESIDENT 1.00 X X 0 0 0 ED BENOE TRUSTEE 1.00 X 0 0 0 MARY BRUNSON TRUSTEE 1.00 X 0 0 0 CRISTINA GIANNANTONIO TRUSTEE 1.00 X 0 0 0 CHRISTOPHER GONZALES TRUSTEE 1.00 X 0 0 0 PATRICK IMBURGIA TRUSTEE 1.00 X 0 0 0 MARK JABLONSKI TRUSTEE 1.00 X 0 0 0 SUZANNE LAND TRUSTEE 1.00 X 0 0 0 KATE MACGREGOR TRUSTEE 1.00 X 0 0 0 MOST REV THAI NGUYEN TRUSTEE 1.00 X 0 0 0 STEVE PELLIGINI TRUSTEE 1.00 X 0 0 0 DEACON TAO PHAN TRUSTEE 1.00 X 0 0 0 FR MICHAEL RIZZO TRUSTEE 1.00 X 0 0 0 DEACON THOMAS SAENZ TRUSTEE 1.00 X 0 0 0 MARTHA SCHNEIDERS TRUSTEE 1.00 X 0 0 0 BART SHIVELY TRUSTEE 1.00 X 0 0 0 ROSE STOCK TRUSTEE 1.00 X 0 0 0 SR THUY TRAN TRUSTEE 1.00 X 0 0 0 FRANK URY TRUSTEE 1.00 X 0 0 0 DARNELL WYRICK TRUSTEE 1.00 X 0 0 0 251551 0 0 1 0 1 0 0 499740 4662660 1632523 5162400 COUNSELING & IMMIGRATI 812900 82655 82655 82655 124229 124229 2000000 927790 1072210 1072210 1072210 243888 65412 178476 178476 6619970 82655 0 1374915 567409 567409 150462 15046 120370 15046 2110788 1784915 189146 136727 339730 279358 48469 11903 197038 145895 32254 18889 198103 194712 1230 2161 25539 25101 159 279 51507 13756 604 37147 411015 401243 8013 1759 254098 205195 28757 20146 125480 113155 10976 1349 FOOD 727061 726934 0 127 OTHER EXPENSES 272150 87221 177358 7571 UTILITIES 92491 83069 6771 2651 COMPUTER AND SOFTWARE 81194 60383 10610 10201 79281 565377 -302050 -184046 5683346 5268769 332667 81910 1544017 1153018 448972 516414 1131913 603892 22533 0 22362 142582 2139539 811503 2091987 1328036 992571 3677078 0 803613 6254355 8224633 861486 813666 12700 100600 338203 196139 0 864893 1212389 1975298 X 3442867 5360192 1599099 889143 5041966 6249335 6254355 8224633 936624 270745 0 X X 0 1 X 1 1 1 X 3006572 3589350 6627754 4533146 5162400 22919222 3006572 3589350 6627754 4533146 5162400 22919222 3612393 19306829 7148 4746 3090 18990 124229 158203 331709 349925 163229 204777 178476 1228116 24305541 0.79430 0.82640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X FUTURE FUNDRAISING EVENT 15000 15000 15000 15000 15000 15000 490518 490518 909482 449688 459794 417686 132344 285342 41062 41062 0 280791 188409 92382 1328036 INVESTMENTS - AXOS WEALTH TEAMS ALLIANCE 3677078 C 3677078 OPERATING LEASE RIGHT-OF-USE ASSETS 803613 803613 OPERATING LEASE LIABILITIES 864893 864893 6890715 270745 270745 6619970 0 6619970 5683346 0 5683346 0 5683346 PART X, LINE 2: THE ORGANIZATION IS RECOGNIZED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND THE CORRESPONDING STATE CODE AS A CHARITABLE ORGANIZATION WHEREBY ONLY UNRELATED BUSINESS INCOME IS SUBJECT TO INCOME TAX. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME DURING THE YEARS ENDED JUNE 30, 2023 AND 2022. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ACCORDANCE WITH FASB ASC 740-10-25, "INCOME TAXES", AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE LIKELY THAN NOT THE POSITION WILL BE SUSTAINED. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS, AND ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR POSITIONS, AND ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR 2023 AND 2022. THE ORGANIZATION'S 2019 TO 2023 TAX YEARS ARE OPEN TO REVIEW FOR FEDERAL TAX PURPOSES AND 2018 TO 2023 TAX YEARS ARE OPEN TO REVIEW FOR STATE INCOME TAX PURPOSES. X X X X X X X 0 CA GOLF TOURNAMENT FY 22 81057 81057 33903 WOMAN'S AUXILARY 162831 162831 31509 243888 243888 65412 65412 178476 1 COMMUNITY OUTREACH - DIRECT FINANCIAL ASSISTANCE 736059 567408 716943 FMV DIRECT FINANCIAL ASSISTANCE; FOOD PART III - ADDITIONAL SUPPLEMENTAL INFORMATION GRANT FUNDS ARE MONITORED BY THE PROGRAM DIRECTORS, DIRECTOR OF FINANCE AND THE EXECUTIVE DIRECTOR. THEY REVIEW INVOICES AND ENSURE COSTS ARE ALLOWABLE. 0 0 0 0 0 0 0 0 0 ELLEN ROY EXECUTIVE DIRECTOR 156577 0 0 0 0 0 0 0 0 0 156577 0 0 0 X 12 716943 FAIR MARKET VALUE X FACE MASKS 2 290760 FAIR MARKET VALUE X GIFT CARDS 2821 282593 FAIR MARKET VALUE X TOYS 4928 271075 FAIR MARKET VALUE X DIAPERS 4 66304 FAIR MARKET VALUE X BABY CLOTHES 1 4848 FAIR MARKET VALUE 0 0 0 OFFICE BUILDING - 1820 & 1824 E. 16TH ST., SUITE E1 & E2, SANTA ANA, CA 2022-09-14 2000000 SALE PRICE 953426900 THE SHEEPFOLD PO BOX 4487 ORANGE CA 92863 501(C)(3) 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND A SPECIFIC PERIOD OF TIME IS GIVEN TO REVIEW AND COMMENT IF NECESSARY. ALL MEMBERS ARE REQUIRED TO REPLY THAT HE OR SHE HAS REVIEWED THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, AT THE BEGINNING OF THE FY, NORMALLY IN SEPTEMBER, ALL MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST POLICY STATEMENT. SIGNED COPIES ARE KEPT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES UNDER THE AUTHORITY OF THE CCOC BY-LAWS FIXES THE COMPENSATION PHILOSOPHY FOR CCOC'S EMPLOYEES AND ITS EXECUTIVE DIRECTOR. THE TOP EXECUTIVE EMPLOYEE COMPENSATION IS SET BY THE PRESIDENT OF CCOC (BISHOP OF ORANGE) AS PART OF THE HIRING PROCESS. THE EXECUTIVE COMPENSATION PACKAGE IS IDENTICAL TO THAT OF OTHER EMPLOYEES' BENEFITS EXCEPT FOR THE SALARIES ARE NORMALLY BASED ON PAST EXPERIENCE AND THE LOCAL MARKET. THE BOARD OF TRUSTEES COMPLETES AN ANNUAL PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR, RECOMMEND COMPENSATION CHANGES AND ACTIONS PERTAINING TO RETENTION OR TERMINATION OF THE EXECUTIVE DIRECTOR TO THE BISHOP OF ORANGE. FORM 990, PART VI, SECTION C, LINE 18 CCOC FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION DURING REGULAR OFFICE HOURS. FORM 990, PART VI, SECTION C, LINE 19 CCOC'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM PRIOR YEAR ROMAN CATHOLIC DIOCESE OF ORANGE 13280 CHAPMAN AVE GARDEN GROVE CA 92848 GOSPEL CALL, FAITH AND SERVICE TO OTHERS CA 501(C)(3) BISHOP OF ORANGE 0 ORANGE CATHOLIC FOUNDATION 13280 CHAPMAN AVE GARDEN GROVE CA 92848 SUPPORT RELIGIOUS PURPOSES AND PROGRAMS CA 501(C)(3) BISHOP OF ORANGE 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROMAN CATHOLIC BISHOP OF ORANGE C 750000 FMV - CASH CONTRIBUTION