2024-05-07T14:20:05-05:00 2023-06-30 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2022-07-01 200487215 CATHOLIC CHARITIES HOUSING DIOCESE OF VENICE INC CATH 9414885581 1000 PINEBROOK ROAD VENICE FL 34285 CHRISTOPHER ROOT CEO 9414885581 2024-05-01 1 CHRISTOPHER ROOT 000000000 1 JONATHAN B SCOTT P00291986 3178485700 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTOPHER ROOT 1000 PINEBROOK ROAD VENICE FL 34285 25250 0 X WWW.CATHOLICCHARITIESDOV.ORG X 2003 FL CATHOLIC CHARITIES HOUSING, DIOCESE OF VENICE, INC. WAS FORMED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA IN AUGUST 2003, FOR THE PURPOSES OF PROVIDING A RESIDENTIAL PROGRAM FOR MEN LIVING WITH HIV AND WHO ARE AT RISK OF BECOMING HOMELESS CONTAINING 8 RENTAL UNITS KNOWN AS CASA SAN JOSE LOCATED IN SARASOTA, FLORIDA. 5 5 0 5 0 0 5 16 17162 25234 0 0 0 0 17167 25250 0 0 0 0 0 0 0 0 0 66149 68609 66149 68609 -48982 -43359 385938 351136 250000 258557 135938 92579 X CATHOLIC CHARITIES HOUSING, DIOCESE OF VENICE, INC. WAS FORMED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA IN AUGUST 2003, FOR THE PURPOSES OF PROVIDING A RESIDENTIAL PROGRAM FOR MEN LIVING WITH HIV AND WHO ARE AT RISK OF BECOMING HOMELESS CONTAINING 8 RENTAL UNITS KNOWN AS CASA SAN JOSE LOCATED IN SARASOTA, FLORIDA. 0 0 57974 25234 CATHOLIC CHARITIES HOUSING, DIOCESE OF VENICE, INC. WAS FORMED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA IN AUGUST 2003, FOR THE PURPOSES OF PROVIDING A RESIDENTIAL PROGRAM FOR MEN LIVING WITH HIV AND WHO ARE AT RISK OF BECOMING HOMELESS CONTAINING 8 RENTAL UNITS KNOWN AS CASA SAN JOSE LOCATED IN SARASOTA, FLORIDA. 57974 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 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 0 0 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 FL 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 16 16 RENTAL INCOME 531110 25234 25234 25234 25250 25234 0 0 10635 10635 23247 23247 34727 34727 68609 57974 10635 0 164844 164769 773180 586813 221094 186367 385938 351136 0 8557 250000 250000 250000 258557 X 135938 92579 135938 92579 385938 351136 -43359 0 X X 0 1 X 1 0 X 30467 16 11 5 16 30515 16292 51355 15098 17162 25234 125141 46759 51371 15109 17167 25250 155656 0 0 0 155656 46759 51371 15109 17167 25250 155656 1.00000 1.00000 0.00000 X 80500 80500 691223 585356 105867 1457 1457 0 186367 X 25250 0 25250 0 25250 68609 0 68609 0 68609 PART X, LINE 2: THE HOUSING ENTITIES ARE 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 COMBINED 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 WITH 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 20162 0 0 0 169091 0 0 FORM 990, PART VI, SECTION A, LINE 3 CATHOLIC CHARITIES HOUSING, 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 MERGERED 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. DIOCESE OF VENICE IN FLORIDA 1000 PINEBROOK ROAD VENICE FL 34285 592434603 CATHOLIC CHURCH OF VENICE FL 501(C)(3) LINE 1 0 CATHOLIC CHARITIES FOUNDATION OF THE DIOCESE OF VENICE 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 SARASOTA INC 1000 PINEBROOK ROAD VENICE FL 34285 202901940 TO PROVIDE AFFORDABLE HOUSING FOR THOSE IN NEED FL 501(C)(3) LINE 10 0 CASA SAN JUAN BOSCO 1000 PINEBROOK ROAD VENICE FL 34285 202901560 TO PROVIDE WORKFORCE HOUSING FOR FARM WORKERS FL 501(C)(3) LINE 10 0 MARIAN 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 DIOCESE OF VENICE 1000 PINEBROOK ROAD VENICE FL 34285 592473176 SOCIAL SERVICES FL 501(C)(3) LINE 7 0 CASA SAN JUAN BOSCO II INC 1000 PINEBROOK ROAD VENICE FL 34285 463631888 SOCIAL SERVICES 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