2024-05-15T10:36:20-05:00 2023-06-30 454084437 WARREN AVERETT LLC 2500 ACTON ROAD BIRMINGHAM AL 35243 990 2022-07-01 593201112 CATHOLIC CHARITIES HOUSING INC CATH 7278931314 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 JAMES WAYNE TREASURER 7278931314 2024-05-14 1 JAMES WAYNE 999009999 1 MEGAN RANDOLPH P00989558 2059794100 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JAMES WAYNE 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 4709802 0 0928 X WWW.CCDOSP.ORG X 1993 FL HOUSING FOR THE GEOGRAPHIC AREAS SERVED BY THE ROMAN CATHOLIC DIOCESE OF ST PETERBURG 3 1 0 1 0 0 449507 2198981 2157999 2236763 -278392 -92607 135019 270783 2464133 4613920 713716 8563 0 0 607382 650127 0 0 0 2333877 2753271 3654975 3411961 -1190842 1201959 23633931 24188187 11101180 10546576 12532751 13641611 X TO PROVIDE HOUSING FOR GEOGRAPHIC AREAS SERVED BY THE ROMAN CATHOLIC DIOCESE OF ST PETERSBURG, INCLUDING, BUT NOT LIMITED TO, THE ABILITY TO CONSTRUCT, REHABILITATE OR OTHERWISE DEVELOP HOUSING AND/OR OFFICE FACILITIES. THIS SHALL INCLUDE, BUT NOT BE LIMITED TO ,ALL FORMS OF FACILITIES FOR CHILDREN, ADULTS,FAMILIES, ELDERLY AND HANDICAPPED PERSONS. 0 0 2043890 600 1592281 THE ORGANIZATION DEVELOPS, MANAGES AND MAINTAINS PROPERTIES THAT HOUSE THE SOCIAL MINISTRIES OF CATHOLIC CHARITIES, DIOCESE OF ST PETERSBURG, INC. THESE MINISTRIES INCLUDE HOUSING AND SUPPORTIVE SERVICES FOR THE POOR, PEOPLE WITH AIDS, THE ELDERLY, LOW-INCOME PERSONS, NEW ENTRANTS TO OUR COUNTRY, PREGNANT WOMEN, VICTIMS OF NATURAL DISASTERS AND OTHER PERSONS IN NEED. THE ORGANIZATION ALSO PROVIDES HOMEOWNERSHIP ASSISTANCE TO QUALIFIED HOME BUYERS. MONIES GIFTED ARE WIRED DIRECTLY TO THE CLOSING AGENT IN THE BUYER'S NAME WHEN THE PROGRAM REQUIREMENTS HAVE BEEN MET. THERE ARE NO INCOME LIMITS, GEOGRAPHIC RESTRICTIONS OR ASSET RESTRICTIONS. DOWN PAYMENT ASSISTANCE IS PROVIDED NATIONWIDE. PINELLAS HOPE WAS ESTABLISHED IN PARTNERSHIP WITH THE INTERFAITH COMMUNITY, LOCAL GOVERNMENT, BUSINESS AND OTHER NON-PROFITS TO ASSIST THE HOMELESS WITH 250 UNITS OF EMERGENCY SHELTER. CLIENTS ARE ASSISTED WITH FOOD, TRANSPORTATION, EMPLOYMENT AND BENEFITS, ASSISTANCE AND CASE MANAGEMENT SERVICES. PINELLAS HOPE II CONSISTS OF 80 EFFICIENCY UNITS. THIS PROJECT TARGETS THE SPECIAL NEED FOR HOMELESS, AND 30% OF THE UNITS ARE DEDICATED TO THOSE BELOW 33% AREA MEDIAN INCOME FOR PINELLAS COUNTY. THE DEVELOPMENT INCLUDES A COMMUNITY BUILDING, WHICH INCORPORATES OFFICES FOR SERVICE DELIVERY BY THE AGENCIES SERVICING THE TENANTS. IT ALSO PROVIDES AN EMPLOYMENT READINESS PROGRAM AND FINANCIAL MANAGEMENT CLASSES. ADJACENT TO THE BUILDING OPENING TO THE OUTSIDE IS A ROOFED OPEN-AIR PAVILLION TO ACCOMMODATE 350 SIT DOWN DOWN STYLE MEETINGS AND PROVIDES SPACE FOR THE RESIDENTS TO EAT THEIR DAILY MEALS. THIS FACILITY ALSO PROVIDES INDOOR SHOWERS, RESTROOMS, A COMPUTER ROOM, LIBRARY AND PREP KITCHEN. DURING THE FISCAL YEAR, 1500 CLIENTS WERE SERVED. 1242491 7963 915265 THE SAN JOSE MISSION IS A PLANNED RESIDENTIAL COMMUNITY AND EDUCATION/SOCIAL SERVICES CAMPUS FOR LOW-INCOME AGRICULTURAL WORKER FAMILIES. THE SITE OFFERS A RESIDENTIAL COMMUNITY COMPOSED OF 122 LOW-INCOME FAMILY RENTAL UNITS. THE MISSION ALSO CURRENTLY HOSTS A COMMUNITY PARTNERSHIP OF HEALTH, EDUCATION, AND SOCIAL SERVICES AGENCIES THAT PROVIDE A DAY CARE CENTER FOR 90 CHILDREN (OPERATED BY REDLANDS CHRISTIAN MIGRANT ASSOCIATION), AN ADULT EDUCATION AND LITERACY PROGRAM (PROVIDED BY HILLSBOROUIGH COUNTY SCHOOLS), A PARISH NURSE (PROVIDED BY ST JOSEPH'S BAPTIST HOSPITAL). CATHOLIC CHARITIES PROVIDES COUNSELING, HOUSING COUNSELING, IMMIGRATION SERVICES, LIFE SKILLS EDUCATION AND CASE MANAGEMENT FOR CHILDREN, FAMILIES, AND INDIVIDUALS. DURING THE FISCAL YEAR, 195 CLIENTS WERE SERVED. 3286381 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JAMES WAYNE 7278931314 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 MAGGIE ROGERS SECRETARY 1.00 40.00 X X 0 110986 25968 JAMES WAYNE CFO/TREASURER 1.00 40.00 X X 0 80767 22313 REV MSGR ROBERT MORRIS VG PRESIDENT 1.00 20.00 X X 0 0 0 0 191753 48281 0 0 0 0 0 2069535 114949 14497 7963 2198981 RENTAL INCOME 531110 2236763 2236763 2236763 3275 3275 95882 -95882 -95882 -95882 OTHER REVENUE 531110 138283 138283 DEBT FORGIVENESS 531110 132500 132500 270783 4613920 2507546 0 -92607 8563 8563 490168 490168 28646 28646 92899 92899 38414 38414 125580 125580 2897 2897 43181 43181 61340 61340 108 108 118746 118746 23147 23147 541789 541789 6589 6589 360 360 87744 87744 1517270 1517270 215798 215798 OTHER EXPENSE 8722 8722 3411961 3286381 125580 0 337597 53197 1017520 1103951 86312 70773 4405 6265 37187295 15822907 19499675 21364388 18478 18478 2669944 1571135 23633931 24188187 500794 200337 30096 33754 9949245 9838481 621045 474004 11101180 10546576 X 2840597 2457269 9692154 11184342 12532751 13641611 23633931 24188187 1201959 -93099 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1782871 1782871 31721858 15149441 16572417 3155079 173120 2981959 527487 500346 27141 21364388 UTILITY DEPOSITS 16073 DUE FROM AFFILIATES 1555062 1571135 TENANT SECURITY DEPOSITS 51719 ABANDONED PROPERTY 954 OTHER LIABILITIES 3066 PAYABLE TO DIOCESE 418265 474004 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CHAPTER 220.13 OF THE FLORIDA STATUTES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. MANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE ORGANIZATION'S TAX EXEMPT STATUS OR OF ANY TAX POSITIONS THE ORGANIZATION HAS TAKEN THAT ARE SUBJECT TO A SIGNIFICANT DEGREE OF UNCERTAINTY. 1 SAN JOSE MISSION FOOD PANTRY 327 0 7963 FMV FOOD PART I, LINE 2: MONTHLY BILLINGS ARE COMPLETED BY THE STAFF ACCOUNTANT AND REVIEWED BY THE PROGRAM MANAGER RESPONSIBLE FOR THE GRANT. ONCE THE PROGRAM MANAGER APPROVES THE MONTHLY BILLING, THE STAFF ACCOUNTANT GIVES THE BILLING WITH THE SUPPORTING DOCUMENTATION TO THE CHIEF FINANCIAL OFFICER OR DESIGNEE TO REVIEW AND APPROVE. ONCE APPROVED, THE BILLING IS SENT TO THE FUNDER. THE ORGANIZATION'S FINANCIAL STATEMENTS BY PROGRAM ARE REVIEWED ON A MONTHLY BASIS BY THE CHIEF FINANCIAL OFFICER. THE FINANCE/EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE ORGANIZATION'S FINANCIAL STATEMENTS ON A QUARTERLY BASIS AND REPORTS ON THE FINANCIAL STATEMENTS TO THE FULL BOARD OF TRUSTEES. FORM 990, PART I, LINE 5 AND FORM 990, PART V, LINE 2A THE PAYROLL RETURNS FOR THIS ORGANIZATION ARE FILED BY CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG, INC. (59-0875805). THE AMOUNTS ALLOCATED TO EACH OF THE RELATED ENTITIES ARE REPORTED ON THEIR FORM 990. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND TREASURER OF THE BOARD CONDUCT THE INITIAL REVIEW OF FORM 990. THE FORM IS THEN MADE AVAILABLE TO THE FULL BOARRD AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ADHERES TO HIGH STANDARDS OF ETHICAL CONDUCT IN GOVERNANCE AND OPERATIONS. GOVERNING BOARD MEMBERS, ADVISORY GROUP MEMBERS AND PERSONNEL MAY NOT ENGAGE IN ANY ACTIVITY, PRACTICE OR ACT WHICH CONFLICTS WITH THE INTEREST OF THE AGENCY. PERSONNEL MUST NEVER HAVE, NOR GIVE, THE APPEARANCE OF A CONFLICT OF INTEREST, OR USE THEIR RELATIONSHIP WITH THE AGENCY FOR PERSONAL GAIN. PERSONNEL ARE PROHIBITED FROM HAVING A DIRECT OR INDIRECT FINANCIAL INTEREST IN THE ORGANIZATION'S ASSETS, LEASES, AND IN ANY BUSINESS TRANSACTIONS INCLUDING PROFESSIONAL SERVICES. SENIOR TEAM PERSONNEL MUST COMPLETE AN ANNUAL CONFLICT OF INTEREST INFORMATION SURVEY TO FACILITATE DISCLOSURE OF INFORMATION, TO PREVENT AND MANAGE POTENTIAL AND APPARENT CONFLICTS. THE CONFLICT OF INTEREST ACKNOWLEDGEMENT FORM IS COMPLETED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE SHARED WITH CATHOLIC CHARITIES, DIOCESE OF ST PETERBURG, INC. THE BOARD OF TRUSTEES DETERMINES THE TERMS OF EMPLOYMENT, COMPENSATION AND BENEFITS OF THE EXECUTIVE DIRECTOR. THE BOARD PRESIDENT MONITORS AND EVALUATES THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR IS COMPENSATED AT THE MARKET RATE FOR THAT POSITION. THE POSITION IS SUBJECT TO ANNUAL COST OF LIVING ADJUSTMENT INCREASES AFTER THE FISCAL YEAR OPERATING PLAN IS APPROVED BY THE BOARD OF TRUSTEES. COMPENSATION OF THE ORGANIZATION'S KEY EMPLOYEES IS GUIDED BY THE POLICIES AND PROCEDURES FOR ANNUAL EVALUATIONS. INCREASES IN COMPENSATION ARE GIVEN BASED ON THE MARKET RATE FOR EACH POSITION. FORM 990, PART VI, SECTION C, LINE 19 CATHOLIC CHARITIES HOUSING, INC. WILL HAVE AVAILABLE ON THE SAME DAY IF REQUESTED IN PERSON, OR WITHIN 30 DAYS IF REQUESTED VIA MAIL, E-MAIL, FACSIMILE OR PRIVATE DELIVERY, ITS FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A FINANCE COMMITTEE AND AN AUDIT SUB-COMMITTEE THAT PROVIDES OVERSIGHT OF THE ORGANIZATION'S FINANCIAL STATEMENTS. THE AUDIT SUB-COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT, REVIEW OF THE FINANCIAL STATEMENTS, AND SELECTION OF THE INDEPENDENT ACCOUNTING FIRM. FORM 990, ITEM H GROUP EXEMPTION NUMBER AND CENTRAL / SUBORDINATE ORGANIZATION DISCLOSURES. THE ORGANIZATION FILING THIS INDIVIDUAL FORM 990 IS A SUBORDINATE ENTITY OF THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS LOCATED AT 3211 4TH ST. NE., WASHINGTON, DC 20017-1194. THE CENTRAL ORGANIZATION HAS BEEN EXEMPT FROM FEDERAL INCOME TAX AS A RELIGIOUS INSTITUTION DESCRIBED IN SEC. 501(C)(3) OF THE INTERNAL REVENUE CODE SINCE MARCH 1946. THE SUBORDINATE ORGANIZATION IS FILING THIS RETURN UNDER GROUP EXEMPTION NUMBER 0928 LAST UPDATED IN AUGUST 2022. CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 590875805 AFFORDABLE HOUSING AND COMMUNITY SUPPORT FL 501(C)(3) N/A 0 CATHOLIC CHARITIES HOUSING - RIVIERA MANOR INC 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 273395014 AFFORDABLE HOUSING FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 CATHOLIC CHARITIES HOUSING - ARBOR VILLAS INC 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 274287768 AFFORDABLE HOUSING FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 CATHOLIC CHARITIES - THE PALMS AT UNIVERSITY INC 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 273070662 AFFORDABLE HOUSING FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 CATHOLIC CHARITIES COMMUNITY DEVELOPMENT CORPORATION 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 592999635 AFFORDABLE ELDERLY HOUSING FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 CATHOLIC CHARITIES FOUNDATION OF TAMPA BAY INC 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 593405746 SUPPORT OF AFFILIATE FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 CATHOLIC CHARITIES HOUSING - PALM ISLAND INC 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 454855182 AFFORDABLE HOUSING FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 CATHOLIC CHARITIES HOUSING - PINELLAS VILLAGE INC 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 454775619 AFFORDABLE HOUSING AND COMMUNITY SUPPORT FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 CATHOLIC CHARITIES HOUSING - FOUNTAIN VIEW INC 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 371620362 AFFORDABLE HOUSING FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 CATHOLIC CHARITIES HOUSING - VINCENT OAKS INC 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 861227516 AFFORDABLE HOUSING FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 CATHOLIC CHARITIES - LAS VILLAS INC 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 854357966 AFFORDABLE HOUSING FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 CATHOLIC CHARITIES HOUSING - LA TIERRA VERDE INC 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 861547578 AFFORDABLE HOUSING FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG DEVELOPER INC 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 874065517 AFFORDABLE HOUSING FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 ST FRANCIS OF ASSISSI HOUSING INC 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 874066199 AFFORDABLE HOUSING FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 CATHOLIC CHARITIES HOUSING - MERCY OAKS INC 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 874514818 AFFORDABLE HOUSING FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 CATHOLIC CHARITIES TAMPA HOPE INC 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 874275301 AFFORDABLE HOUSING FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 CATHOLIC CHARITIES HOUSING INC - LAS VILLAS II 6247 SEMINOLE BLVD 400 SEMINOLE FL 33772 991603561 AFFORDABLE HOUSING FL 501(C)(3) CATHOLIC CHARITIES DIOCESE OF ST PETERSBURG INC 0 0 0 0 1 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0