2024-05-15T08:55:19-05:00 2023-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2022-07-01 042534041 CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC CATH 6174648500 275 WEST BROADWAY SOUTH BOSTON MA 02127 KELLEY TUTHILL PRESIDENT AND CEO 6174825440 2024-05-07 1 KELLEY TUTHILL XXX-XX-XXXX 1 KATIE BELANGER CPA P01585213 5083669100 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CATHOLIC CHARITIES KELLEY TUTHILL 275 WEST BROADWAY SOUTH BOSTON MA 02127 46597403 0 1 0928 X WWW.CCAB.ORG X 1945 MA CATHOLIC CHARITIES' MISSION IS TO WELCOME AND SERVE, WITH COMPASSION AND RESPECT, ALL THOSE IN NEED BY PROVIDING LIFE'S NECESSITIES, EDUCATION, AND ADVOCACY TO MOVE FAMILIES TOWARD SELF SUFFICIENCY. OUR VISION IS TO CREATE A JUST, EQUITABLE, AND COMPASSIONATE SOCIETY ROOTED IN THE DIGNITY OF ALL PEOPLE. 17 16 581 3000 10943 9068 38566375 40305512 4073619 4416052 552209 468623 -37203 -100982 43155000 45089205 1991961 1750535 0 0 22550328 25469037 0 0 1556286 15668539 18052532 40210828 45272104 2944172 -182899 52578991 57086160 8708326 12292884 43870665 44793276 X CATHOLIC CHARITIES' MISSION IS TO WELCOME AND SERVE, WITH COMPASSION AND RESPECT, ALL THOSE IN NEED BY PROVIDING LIFE'S NECESSITIES, EDUCATION, AND ADVOCACY TO MOVE FAMILIES TOWARD SELF SUFFICIENCY. CATHOLIC CHARITIES BOSTON IS ONE OF THE LARGEST SOCIAL SERVICE NON-PROFIT ORGANIZATIONS IN MASSACHUSETTS WITH OVER 70 PROGRAMS THAT HELP US SERVE OUR NEIGHBORS, REGARDLESS OF RELIGION, RACE, GENDER, AGE, DISABILITY, OR ETHNICITY. OUR VISION IS TO CREATE A JUST, EQUITABLE, AND COMPASSIONATE SOCIETY ROOTED IN THE DIGNITY OF ALL PEOPLE. 0 0 20396772 1625667 CATHOLIC CHARITIES' FAMILY AND YOUTH SERVICES INTEGRATED SYSTEM OF PROGRAMS HELPS PARENTS AND GRANDPARENTS MEET THE CHALLENGES OF AN EVOLVING WORLD, AND YOUNG ADULTS AND CHILDREN TO THRIVE. PROGRAMS INCLUDE AFFORDABE CHILDCARE SERVICES, (BOTH CENTER-BASED AND IN FAMILY CHILDCARE HOME SETTINGS), AFTER-SCHOOL AND SUMMER PROGRAMS, HEALTHY FAMILIES, PARENT AND ELDER PROGRAMS, AND POST ADOPTION SEARCH SERVICES. THE ORGANIZATION SERVED 4,375 CHILDREN, YOUTH, ELDERS, AND FAMILIES THROUGHOUT THE GREATER BOSTON AREA IN 2023. ALL CHILDCARE PROGRAMS ARE LICENSED BY THE MASSACHUSETTS OFFICE OF EARLY EDUCATION AND CARE AND ARE NAEYC ACCREDITED WITH OVER 90% OF CHILDREN ENROLLED AT CATHOLIC CHARITIES QUALIFYING AS INCOME ELIGIBLE AS DEFINED BY THE COMMONWEALTH OF MASSACHUSETTS. OUR TEEN CENTER, (LOCATED AT ST. PETER'S PARISH IN DORCHESTER), PROVIDES SAFE, NO-COST, AFTER-SCHOOL CARE FOR OVER 200 MIDDLE SCHOOL AND HIGH SCHOOL STUDENTS IN DORCHESTER'S BOWDOIN-GENEVA NEIGHBORHOOD. THE PROGRAM AND ACTIVITIES AIM TO INCREASE TEENS' SELF-ESTEEM WHILE PROVIDING THE TOOLS NEEDED FOR ACADEMIC AND PERSONAL SUCCESS. SUNSET POINT CAMP IN HULL OFFERS OVER-NIGHT CAMP EACH SUMMER FOR OVER 300 CHILDREN AGES 6-14 FROM GREATER BOSTON AND THE SOUTH SHORE. CATHOLIC CHARITIES' SPECIALIZED PARENT AND FAMILY PROGRAMS ARE DESIGNED TO HELP NEW AND FIRST-TIME PARENTS BUILD PARENTING SKILLS IN A SAFE, SUPPORTIVE ENVIRONMENT AND OUR ELDER OUTREACH PROGRAMS HELP TO EASE ISOLATION AND OFFER VISITATION, COMPANIONSHIP AND SUPPORT. 7875265 1750535 707585 BASIC NEEDS SERVICES INCLUDE FOOD PANTRY, SHELTERS, LIVING ASSISTANCE AND COUNSELING SERVICES. EACH YEAR WE HELP COMMUNITY MEMBERS ACCESS THE RESOURCES THEY NEED TO MOVE FROM CRISIS TO STABILITY TO SELF-SUFFICIENCY. FOOD PANTRIES ARE LOCATED IN DORCHESTER AT OUR YAWKEY CENTER, AND IN LYNN, BROCKTON, AND LOWELL. OUR BASIC NEEDS ASSISTANCE ALSO INCLUDES EMERGENCY RENT AND UTILITY ASSISTANCE, AND WE HAVE TEMPORARY AND LONG TERM SUPPORTIVE RESIDENTIAL CARE FOR FAMILIES AND INDIVIDUALS WORKING TO GET PERMANENT HOUSING. RESIDENCES ARE STAFFED 24/7 AND CARE INCLUDES CASE MANAGEMENT, STABILIZATION, REFERRAL SERVICES, OR SPECIALTY CARE FOR FAMILIES AND CHILDREN. COUNSELING HELP IS ALSO AVAILABLE WITH TREATMENT PROVIDED THROUGH OUR SOUTH BOSTON AND SALEM OFFICES, VIA TELE-HEALTH, AS WELL AS SCHOOL-BASED VISITS. SERVICES INCLUDE MENTAL HEALTH AND SUBSTANCE ABUSE COUNSELING, CHILD AND ADOLESCENT COUNSELING, PSYCHIATRY, AND BEHAVIORAL HEALTH SERVICES FOR PATIENTS OF ALL AGES AND BACKGROUNDS. 5052634 36862 ADULT EDUCATION AND WORKFORCE DEVELOPMENT PROGRAMS INCLUDE: ENGLISH FOR SPEAKERS OF OTHER LANGUAGES (ESOL), HIGH SCHOOL EQUIVALENCY (HI-SET) PREPARATION, COMPUTER LITERACY AND JOB READINESS TRAINING, CERTIFIED NURSE ASSISTANT/HOME HEALTH AIDE TRAINING, AND IT CERTIFICATION AND TRAINING. CATHOLIC CHARITIES PARTNERS WITH THE MASSACHUSETTS DEPARTMENT OF ELEMENTARY AND SECONDARY EDUCATION TO PROVIDE ESOL AND ADULT BASIC EDUCATION SERVICES WITH LEVELS RANGING FROM BEGINNING ENGLISH TO COLLEGE READINESS. ESOL CLASSES ARE PROVIDED IN SOUTH BOSTON, DORCHESTER, JAMAICA PLAIN, BROCKTON, AND LYNN. CERTIFIED NURSE ASSISTANT AND HOME HEALTH AIDE TRAINING IS PROVIDED IN SOUTH BOSTON AND BROCKTON LOCATIONS. EDUCATION PROGRAMS ARE ALSO OFFERED IN LYNN AND SALEM AND INCLUDE ESOL, GED (HI-SET), COMPUTER AND JOB READINESS TRAINING. IT TRAINING AND WORKFORCE DEVELOPMENT PROGRAMS, FOCUSED ON CYBER SECURITY AND IT CERTIFICATIONS, ARE OFFERED IN JAMAICA PLAIN FOR STUDENTS TO BEGIN IT CAREERS WITH INTERNSHIPS OR APPRENTICESHIP PLACEMENTS. ALL CLASSES ARE AT NO CHARGE TO STUDENTS AND INCLUDE TRAINING MATERIALS AND CERTIFICATION EXAMS. IN FY 2023, OUR ADULT EDUCATION AND WORKFORCE DEVELOPMENT PROGRAMS SERVED 1,654 STUDENTS. 4690709 2045938 CATHOLIC CHARITIES' REFUGEE AND IMMIGRANT SERVICES PROGRAMS INCLUDE REFUGEE RESETTLEMENT SERVICES, INTERPRETER SERVICES, AND IMMIGRANT LEGAL SERVICES TO REFUGEES AND IMMIGRANTS FROM ALL CORNERS OF THE WORLD. IN 2023, 1,081 REFUGEES RECEIVED SPECIALIZED CASE MANAGEMENT, HOUSING AND BASIC NECESSITIES TO HELP THEM ACCLIMATE TO THEIR NEW LIVES IN THE US. THE INTERPRETER SERVICES PROGRAM PROVIDES TRANSLATION SERVICES TO ASSIST PEOPLE WITH LIMITED ENGLISH LANGUAGE SKILLS ACCESS LEGAL, HEALTH, AND EDUCATIONAL SERVICES. LEGAL SERVICES INCLUDE CONSULTATION, REFERRAL, AND REPRESENTATION TO HELP NEWCOMERS NAVIGATE COMPLEX ISSUES INCLUDING POLITICAL ASYLUM, NATURALIZATION, AND FAMILY REUNIFICATION. REFUGEE ARRIVALS ARE MANAGED THROUGH THE US CONFERENCE OF CATHOLIC BISHOPS AND US DEPARTMENT OF STATE. 4690709 2045938 38015380 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 263 0 1 581 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 17 16 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X X LEAH SULLIVAN 6174648500 275 WEST BROADWAY SOUTH BOSTON MA 02127 KEVIN M MACKENZIE PRESIDENT & CEO 40.00 X X 249295 0 14706 KELLEY TUTHILL COO 40.00 X 202822 0 6219 JENNIFER MENDELSOHN CFO & ASST. CLERK 40.00 X 160276 0 20111 J LARRY MAYES SR. VP OF GOVERNMENT RELATIONS 40.00 X 164389 0 11595 DAVID WHALEN SR. VP OF ADVANCEMENT 40.00 X 142890 0 5853 JANET MACDOUGALL VP OF FAMILY AND YOUTH SERVICES 40.00 X 128004 0 18467 BARRY VERONESI CONTROLLER 40.00 X 120441 0 23446 MARIANNA GERASKINA DIRECTOR OF EDUCATION 40.00 X 115271 0 17866 MARK D KERWIN TRUSTEE, CHAIR OF THE BOARD 0.50 X X 0 0 0 WALTER OSTERMAN TRUSTEE, VICE CHAIR OF THE BOARD 0.50 X X 0 0 0 MICHAEL R BROWN TRUSTEE, CLERK 0.50 X X 0 0 0 LISA ALBERGHINI TRUSTEE 0.50 X 0 0 0 JOHN BARROS TRUSTEE 0.50 X 0 0 0 BRIAN CARROLL TRUSTEE 0.50 X 0 0 0 REVEREND JOHN CURRY TRUSTEE 0.50 X 0 0 0 FERNANDO DANGOND TRUSTEE 0.50 X 0 0 0 GONZAGUE DE MONTRICHARD TRUSTEE 0.50 X 0 0 0 PAUL HANLEY TRUSTEE 0.50 X 0 0 0 REVEREND J BRYAN HEHIR TRUSTEE 0.50 X 0 0 0 RICHARD C LORD TRUSTEE 0.50 X 0 0 0 EILEEN MCANNENY TRUSTEE 0.50 X 0 0 0 MAURA MURPHY TRUSTEE 0.50 X 0 0 0 BISHOP MARK O'CONNELL TRUSTEE 0.50 X 0 0 0 MATTHEW WELLS TRUSTEE 0.50 X 0 0 0 JAMES P MCDONOUGH TRUSTEE (UNTIL 11/2022) 0.50 X 0 0 0 BISHOP PETER UGLIETTO TRUSTEE (UNTIL 12/2022) 0.50 X 0 0 0 1283388 0 118263 12 0 1 0 FOUZIA SAFWANE 12 WAVERLY STREET EVERETT MA 02149 FAMILY CHILDCARE PROVIDER 144829 ELDA CRUZ 225 HIGHLAND AVE MALDEN MA 02148 FAMILY CHILDCARE PROVIDER 121097 KERLINE BOURDEAU 374 LYNN STREET MALDEN MA 02148 FAMILY CHILDCARE PROVIDER 119517 CLAUDETTE JULES 108 PORTER STREET MALDEN MA 02148 FAMILY CHILDCARE PROVIDER 119402 ROSA MARIA GUZMAN 137 FERRY STREET EVERETT MA 02149 FAMILY CHILDCARE PROVIDER 118175 14 716648 1132844 481746 30774395 7199879 18220 40305512 COMMERCIAL AND PRIVATE FEES 624100 3886406 3886406 MEDICARE AND MEDICAID 624100 529646 529646 4416052 548928 548928 44582 0 44582 44582 44582 1220811 1301116 -80305 -80305 -80305 50575 1132844 207082 -156507 -156507 PARKING RENT REVENUE 323100 10943 10943 10943 45089205 4416052 10943 356698 X 1750535 1750535 678800 678800 20413853 17083669 2529969 800215 500496 418217 77035 5244 2321580 1921643 354822 45115 1554308 1274201 219020 61087 77657 2149 75508 164750 164750 25057 25057 6899503 6899503 203901 151643 34996 17262 1810668 1448864 317567 44237 854180 571536 214882 67762 3364320 2981987 343160 39173 991307 983815 6832 660 140190 111572 15402 13216 35686 23024 12662 908623 804508 70442 33673 271158 229404 32823 8931 CONSULTING AND TEMPORAR 1042395 618097 347761 76537 FOOD SUPPLIES 491171 490701 470 OTHER MISC 433938 247038 178480 8420 FUNDRAISING EVENTS 338028 3274 334754 45272104 38015380 5700438 1556286 6214718 7142582 2769065 1543878 4189134 5581927 196279 534378 24698470 14969279 8173378 9729191 12920735 13072084 3518246 3929097 14597436 15553023 52578991 57086160 5231367 6575673 581750 565037 2895209 5152174 8708326 12292884 X 25677144 27408089 18193521 17385187 43870665 44793276 52578991 57086160 X -182899 883433 222077 X X 0 1 X 1 1 1 X 30614511 34394701 35673715 36883553 40305512 177871992 30614511 34394701 35673715 36883553 40305512 177871992 177871992 808307 681566 808048 602879 593510 3494310 26102 26425 26980 19584 10943 110034 181476336 24379135 0.98010 0.97850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7803400 111182 659723 159132 8415173 8809101 500000 -1362082 143619 7803400 7328187 1616022 135108 8809101 7039269 317044 89066 117192 7328187 4709191 2244375 217223 131520 7039269 0.83250 0.16750 0 1 1 206887 206887 13109937 6550311 6559626 2667227 1722438 944789 8615706 6696530 1919176 98713 98713 9729191 UNIT HOLDINGS IN THE COMMON INVESTMENT FUND 3929097 F 3929097 OTHER ASSETS 225352 AMOUNTS DUE FROM TAX EXEMPT 501(C)2 AFFILIATES 5638186 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 5107290 OTHER ASSETS - ERTC 1682822 RIGHT-OF-USE ASSETS - OPERATING 2899373 15553023 PENSION BENEFITS LIABILITY 1840000 SPLIT INTEREST AGREEMENT LIABILITY 73234 OPERATING LEASE OBLIGATIONS 2979900 FINANCE LEASE OBLIGATION 259040 5152174 X 49564767 883433 3162970 222077 4268480 45296287 -207082 -207082 45089205 48642156 3162970 207082 3370052 45272104 0 45272104 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE COMBINED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS AT JUNE 30, 2023 AND 2022. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -30,073. CHANGE IN CARRYING VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 252,150. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE -207,082. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 207,082. SPRING GALA 859121 821146 37975 12000 45342 130200 LABOURE SPRING 324298 311698 12600 425 19115 1183419 1132844 50575 12000 45342 425 149315 207082 -156507 1 BASIC NEEDS ASSISTANCE 82067 1750535 PART I, LINE 2 GRANT FUNDS ARE MONITORED IN ACCORDANCE WITH RESTRICTIONS ESTABLISHED BY THE GRANTOR OR DONOR, SEPARATE ACCOUNTS ARE SET UP IF NECESSARY, AND CLIENT ASSISTANCE IS TRACKED IN A DATABASE DESIGNED SPECIFICALLY FOR THAT PURPOSE. REPORTING TO GRANTORS AND DONORS ALSO REQUIRES TRACKING OF FUNDS AND ACCOUNTS ARE SEGREGATED WITHIN THE ACCOUNTING INFORMATION SYSTEM TO FACILITATE THIS REPORTING. PART III, LINE 1 BASIC NEEDS ASSISTANCE INCLUDES: FOOD, UTILITY AND RENTAL ASSISTANCE, REFERRAL AND CONSULTING SERVICES PROVIDED THROUGH FOOD PANTRIES AND COMMUNITY CENTER LOCATIONS THROUGHOUT THE GREATER BOSTON AREA. CATHOLIC CHARITIES OPERATES AND STAFFS FOOD PANTRIES AND DISTRIBUTES CLIENT ASSISTANCE IN SEVEN LOCATIONS INCLUDING: DORCHESTER, BROCKTON, LYNN, SALEM, SOMERVILLE, LOWELL, AND BOSTON. CLIENT ASSISTANCE IS ALSO PROVIDED THROUGH THE REFUGEE AND IMMIGRANT PROGRAM WITH REFUGEE ARRIVALS COORDINATED BY THE US CONFERENCE OF CATHOLIC BISHOPS THROUGH THE US DEPARTMENT OF STATE. X 0 0 0 0 0 0 0 0 0 KEVIN M MACKENZIE PRESIDENT & CEO 249295 0 0 0 0 0 7500 0 7206 0 264001 0 0 0 KELLEY TUTHILL COO 202822 0 0 0 0 0 6219 0 0 0 209041 0 0 0 JENNIFER MENDELSOHN CFO & ASST. CLERK 160276 0 0 0 0 0 5112 0 14999 0 180387 0 0 0 J LARRY MAYES SR. VP OF GOVERNMENT RELATIONS 164389 0 0 0 0 0 5006 0 6589 0 175984 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE JANUARY 1, 2023, CCAB UPDATED ITS BY-LAWS. THE FOLLOWING SUMMARIZES CHANGES TO THE BY-LAWS. 1. THE NUMBER OF TERMS A TRUSTEE MAY SERVE HAS BEEN UPDATED TO REFLECT THAT INDIVIDUALS MAY BE ELECTED AS TRUSTEES FOR ANY NUMBER OF TERMS, SUCCESSIVE OR OTHERWISE PROVIDED, HOWEVER, THAT NO INDIVIDUAL OTHER THAN THE CEO/PRESIDENT, THE SECRETARY, THE SECRETARY OF SOCIAL SERVICES AND HEALTH CARE OF THE ARCHDIOCESE OF BOSTON (EX OFFICIO) AND THE IMMEDIATE PAST CHAIR OF THE BOARD OF TRUSTEES, WHO MAY SERVE ONE ADDITIONAL TERM, MAY SERVE AS TRUSTEE FOR MORE THAN THREE (3) CONSECUTIVE TERMS UNLESS ELECTED AS CHAIR OF THE BOARD OF TRUSTEES AT THE END OF THEIR THIRD TERM, IN WHICH CASE THE ELECTED TRUSTEE MAY SERVE ONE ADDITIONAL TERM. UPON EXPIRATION OF A TRUSTEE'S FINAL TERM, A TRUSTEE MAY SERVE FOR ONE ADDITIONAL YEAR WITH THE APPROVAL OF THE EXECUTIVE COMMITTEE AND THE MEMBER OF THE CORPORATION, CATHOLIC SOCIAL SERVICES, INC (THE MEMBER). THE CHAIR AND VICE CHAIR OF THE BOARD OF TRUSTEES TERMS SHALL BE CONSISTENT WITH THOSE DESCRIBED PREVIOUSLY. THE CHAIR AND VICE CHAIR OF THE BOARD SHALL BE APPROVED BY THE MEMBER, AFTER CONSULTATION WITH THE BOARD OF TRUSTEES AND CEO OF THE AGENCY. SHOULD A VACANCY OF CHAIR OR VICE CHAIR OCCUR, THE MEMBER SHALL APPROVE A REPLACEMENT IN CONSULTATION WITH THE BOARD OF TRUSTEES AND CEO OF THE AGENCY. 2. THE CHAIR OF THE BOARD OF THE TRUSTEES, IN ADDITION TO THE PRESIDENT OF CCAB, SECRETARY OF THE BOARD OR THREE OR MORE TRUSTEES, MAY CALL REGULAR AND SPECIAL BOARD MEETINGS. THE CHAIR OF THE BOARD OF TRUSTEES SHALL PRESIDE OVER MEETINGS AND IN HIS OR HER ABSENCE, THE VICE CHAIR SHALL PRESIDE OVER MEETINGS. SHOULD THE CHAIR AND VICE CHAIR BE ABSENT FROM A MEETING, THE CEO SHALL PRESIDE OVER MEETINGS. 3. THE COMPOSITION OF THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS COMPRISED OF THREE TRUSTEES AND UPDATED TO SPECIFY THAT THE CHAIR OF THE BOARD OF TRUSTEES IS A MEMBER OF THE EXECUTIVE COMMITTEE, AS HAS BEEN PAST PRACTICE. 4. THE DESCRIPTION OF NON-VOTING TRUSTEES WAS UPDATED TO INCLUDE PROVISIONS THAT THE TRUSTEES MAY CREATE CLASSES OF NON-VOTING TRUSTEES AND MEMBERS SUCH AS HONORARY TRUSTEES, TRUSTEES EMERITI, HONORARY MEMBERS, ASSOCIATE TRUSTEES, REGIONAL TRUSTEES, FRIENDS, ALUMNI AND THE LIKE, AND MAY ELECT OR APPOINT PERSONS TO THOSE CLASSES FOR SUCH TERMS AND ON SUCH CONDITIONS AS THE BOARD OF TRUSTEES DETERMINE AND MAY ASSIGN TO SUCH PERSONS SUCH RESPONSIBILITIES, DUTIES AND PRIVILEGES AS THE BOARD OF TRUSTEES DETERMINE. PERSONS ELECTED TO SUCH CLASSES OF TRUSTEES AND MEMBERS SHALL NOT BE DIRECTORS OR TRUSTEES OR MEMBERS OF THE CORPORATION FOR THE PURPOSES OF MASSACHUSETTS LAW, THE ARTICLES OF ORGANIZATION OR THESE BYLAWS AND SHALL HAVE NO ENTITLEMENT TO VOTE AT ANY MEETINGS OF THE TRUSTEES OR MEMBERS OR TO BE COUNTED FOR PURPOSES OF DETERMINING A QUORUM FOR ANY SUCH MEETING. FORM 990, PART VI, SECTION A, LINE 7A CATHOLIC SOCIAL SERVICES, INC. IS THE CORPORATE MEMBER FOR CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON, INC. OFFICERS OF THE CORPORATE MEMBER MUST APPROVE APPOINTMENT OF BOARD OF TRUSTEE MEMBERS AND CORPORATE OFFICERS, BORROWINGS OVER SPECIFIED LIMITS, SALE OF REAL ESTATE, MERGERS OR AQUISITIONS, AND ANY CHANGES TO GOVERNING DOCUMENTS. BOARD OF TRUSTEE MEMBERS VOTE TO APPROVE THE ANNUAL BUDGET, ADOPT NEW POLICIES, APPOINT BOARD COMMITTEE MEMBERS; NEW MEMBERS OF THE BOARD, BANK BORROWINGS, AND SALE OF REAL ESTATE. FORM 990, PART VI, SECTION A, LINE 7B SEE EXPLANATION FOR PART VI, SECTION A, LINE 7A FORM 990, PART VI, SECTION B, LINE 11B PROCESS FOR REVIEW OF THE FORM 990 BY THE BOARD OF TRUSTEES: THE FORM 990 AND ASSOCIATED SCHEDULES IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES AND MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING THE FORM WITH THE IRS. THE FORM 990 IS PREPARED BY MANAGEMENT AND REVIEWED BY THE ORGANIZATION'S INDEPENDENT AUDITORS. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE ORGANIZATION THAT EACH YEAR ALL OFFICERS, DIRECTORS, KEY EMPLOYEES, AND TRUSTEES DISCLOSE ANY CONFLICT OF INTEREST OR RELATED PARTY TRANSACTIONS IN WRITING. THIS INFORMATION IS COLLECTED AND MAINTAINED IN A CENTRAL LOCATION, REVIEWED BY SENIOR MANAGEMENT, AND PROVIDED TO THE AUDITORS FOR PROPER DISCLOSURE AND COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A REASONABLE COMPENSATION-IT IS THE POLICY OF THE ORGANIZATION TO PAY NO MORE THAN REASONABLE COMPENSATION FOR PERSONNEL SERVICES RENDERED TO THE ORGANIZATION BY OFFICERS AND EMPLOYEES. THE BOARD OF TRUSTEES MUST APPROVE IN ADVANCE THE COMPENSATION OF THE CEO OF THE ORGANIZATION. BEFORE APPROVING COMPENSATION, THE BOARD DETERMINES THAT THE COMPENSATION IS REASONABLE IN LIGHT OF THE POSITION, RESPONSIBILITY AND QUALIFICATION OF THE OFFICER FOR THE POSITION HELD, INCLUDING THE RESULT OF AN EVALUATION OF THE OFFICER'S PRIOR PERFORMANCE FOR THE ORGANIZATION, IF APPLICABLE. IN MAKING THE DETERMINATION, THE BOARD SHALL CONSIDER TOTAL COMPENSATION TO INCLUDE THE SALARY AND THE VALUE OF ALL BENEFITS PROVIDED. AT THE TIME OF THE DISCUSSION AND DECISION CONCERNING AN OFFICER'S COMPENSATION, THE OFFICER SHALL NOT BE PRESENT AT THE MEETING. THE BOARD SHALL OBTAIN AND CONSIDER APPROPRIATE DATA CONCERNING COMPARABLE COMPENSATION PAID TO SIMILAR OFFICERS IN LIKE CIRCUMSTANCES. THE BOARD SHALL SET FORTH THE BASIS FOR DETERMING THAT THE INDIVIDUAL'S COMPENSATION WAS REASONABLE IN LIGHT OF THE EVALUATION AND COMPARABLE DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND FORM 990 AVAILABLE ON ITS WEBSITE, WWW.CCAB.ORG. THE CONFLICT OF INTEREST POLICY AND GOVERNANCE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. THE FORM 990 IS AVAILABLE ON CERTAIN THIRD PARTY WEBSITES. FORM 990, PART IX, LINE 11G FAMILY CHILDCARE PROVIDERS AND INTERPRETER FEES: PROGRAM SERVICE EXPENSES 6,899,503. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,899,503. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COSTS -30,073. CHANGE IN FAIR VALUE OF BENEFICIAL INTERESTS IN TRUSTS 252,150. FORM 990, PART X, LINE 2C: THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. WEST BROADWAY COMMUNITY DEVELOPMENT CORPORATION 275 WEST BROADWAY S BOSTON MA 02127 043558695 HOLDING REAL ESTATE MA 501(C)(2) N/A CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC 0 COLUMBIA ROAD COMMUNITY DEVELOPMENT CORPORATION 275 WEST BROADWAY S BOSTON MA 02127 201534274 HOLDING REAL ESTATE MA 501(C)(2) N/A CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON INC 0 ST ANNES HOME INC 100A HAVERHILL STREET METHUEN MA 01844 042104866 SPECIAL EDUCATION MA 501(C)(3) LINE 7 0 CATHOLIC SOCIAL SERVICES INC 275 WEST BROADWAY S BOSTON MA 02127 043276325 CORPORATE MEMBER MA 501(C)(3) LINE 7 0 THE CATHOLIC COMMUNITY FUND OF THE ARCHDIOCESE OF BOSTON INC 66 BROOKS DRIVE BRAINTREE MA 02184 043071454 FOUNDATION MA 501(C)(3) LINE 1 0 ROMAN CATHOLIC ARCHDIOCESE OF BOSTON CORPORATION SOLE 66 BROOKS DRIVE BRAINTREE MA 02184 042106175 CHURCH MA 501(C)(3) LINE 1 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 1 ROMAN CATHOLIC ARCHDIOCESE OF BOSTON CORPORATION SOLE A 399669 FMV ROMAN CATHOLIC ARCHDIOCESE OF BOSTON CORPORATION SOLE C 335722 FMV ROMAN CATHOLIC ARCHDIOCESE OF BOSTON CORPORATION SOLE K 1 FMV ROMAN CATHOLIC ARCHDIOCESE OF BOSTON CORPORATION SOLE P 514656 FMV WEST BROADWAY COMMUNITY DEVELOPMENT CORP K 209844 FMV COLUMBIA ROAD COMMUNITY DEVELOPMENT CORP K 221604 FMV