2025-05-13T15:23:44-05:00 2024-06-30 881478669 CBIZ ADVISORS LLC 1 MONTGOMERY STREET SUITE 1700 SAN FRANCISCO CA 94104 990 2023-07-01 854085935 CARITAS CENTER QALICB CARI 7075288712 987 AIRWAY COURT SANTA ROSA CA 95402 SHAUNA REED CFO 7075288712 2025-05-12 1 1 ROGER BULOSAN P00221282 4154326200 2023 2025-03-06 01:10:19Z SHAUNA REED 987 AIRWAY COURT SANTA ROSA CA 95402 361089 0 X WWW.SRCHARITIES.ORG X 2020 CA CARITAS CENTER QALICB WAS ESTABLISHED IN 2020 AND CONTINUES TO SUPPORT CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA IN REACHING OUT TO ALL PEOPLE IN NEED, OFFERING HOPE THROUGH SERVICE, AND BUILDING BETTER COMMUNITIES. 6 6 0 10 0 0 0 0 0 0 10403 11089 379167 350000 389570 361089 0 0 0 0 0 0 0 0 0 1403899 1906443 1403899 1906443 -1014329 -1545354 45318677 43902914 38336242 38465833 6982435 5437081 X CARITAS CENTER QALICB WAS ESTABLISHED IN 2020 AND CONTINUES TO SUPPORT CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA IN REACHING OUT TO ALL PEOPLE IN NEED, OFFERING HOPE THROUGH SEVICE, AND BUILDING BETTER COMMUNITIES. 0 0 1906443 CARITAS VILLAGECARITAS VILLAGE - CARITAS VILLAGE IS THE ORGANIZATION'S AFFORDABLE HOUSING AND SERVICES DEVELOPMENT PROJECT LOCATED IN DOWNTOWN SANTA ROSA, CALIFORNIA ON LAND PURCHASED BY CATHOLIC CHARITIES IN 2015. INTENDED TO REPLACE FACILITIES AND ENHANCE SERVICES THAT THE ORGANIZATION HAS PROVIDED ONSITE FOR OVER 30 YEARS, CARITAS VILLAGE WILL ALSO INCLUDE OVER 128 UNITS OF PERMANENT AFFORDABLE HOUSING TO BE FUNDED, BUILT, AND MANAGED IN PARTNERSHIP WITH BURBANK HOUSING DEVELOPMENT CORPORATION, A LOCAL AFFORDABLE HOUSING DEVELOPER.CARITAS CENTER - CARITAS CENTER'S 48,000 SQUARE FEET, 3-STORY BUILDING, INCLUDES A FAMILY SHELTER, HEAD START SCHOOL, HOUSING CASE MANAGEMENT, A DROP-IN DIGNITY CENTER, AND A RECUPERATION SHELTER, AS WELL AS A NEW HEALTH CLINIC PARTNERSHIP WITH SANTA ROSA COMMUNITY HEALTH. THE PRIMARY OBJECTIVE OF CARITAS CENTER IS TO PROVIDE A BRIDGE FROM HOMELESSNESS TO HOUSING THROUGH FULLY INTEGRATED SERVICE.CARITAS HOMES - CARITAS HOMES WILL CONSIST OF 128 PERMANENT, AFFORDABLE HOUSING APARTMENTS THAT WILL BE FUNDED, BUILT, AND MANAGED BY THE ORGANIZATION'S NONPROFIT AFFORDABLE HOUSING DEVELOPMENT PARTNER, BURBANK HOUSING DEVELOPMENT CORPORATION. CONSTRUCTION OF THE FIRST PHASE OF CARITAS HOMES (64 UNITS) BEGAN IN FISCAL YEAR 2023 ANDOPENED IN JULY 2024. A PORTION OF THE APARTMENTS ARE SET ASIDE FOR FORMERLY HOMELESS SENIORS, VETERANS, AND OTHER VULNERABLE INDIVIDUALS, WITH THE REMAINING UNITS DESIGNATED FOR LOW-INCOME FAMILIES AND SINGLES WHO WORK BUT ARE UNABLE TO AFFORD MARKET RENTS.HOMELESS SERVICES PROGRAMSHOMELESS OUTREACH SERVICES TEAM ("HOST") HOST PROVIDES OUTREACH TO PEOPLE LIVING IN UNSHELTERED LOCATIONS THROUGHOUT SONOMA COUNTY, LINKING THEM TO PHYSICAL HEALTH, MENTAL HEALTH, AND ECONOMIC ASSISTANCE SERVICES AS WELL AS TO COORDINATED ENTRY. PROJECT AREAS ARE DEFINED AS ANYWHERE UNSHELTERED HOMELESS PERSONS ARE FOUND, INCLUDING WATERWAYS, TRAILS, AND ENCAMPMENTS. SERVICES OFFERED BY HOST FACILITATE ENTRY INTO HOUSING AND IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS EXPERIENCING HOMELESSNESS. HOST WORKS IN COLLABORATION WITH LOCAL GOVERNMENT SERVICES.DROP-IN CENTER - THE DROP-IN CENTER, LOCATED IN THE CARITAS CENTER IN SANTA ROSA, OFFERS A DROP-IN DAY PROGRAM FOR ADULT MEN AND WOMEN EXPERIENCING HOMELESSNESS. DIGNITY SERVICES PROVIDED ON SITE INCLUDE FREE LOCKERS, SHOWERS, LAUNDRY, TELEPHONE, MAIL SERVICE, AND PROGRAM REFERRALS. THE HOMELESS SERVICES CENTER SERVES UPWARDS OF 2,000 PEOPLE ANNUALLY. 1906443 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X SHAUNA REED 7075288712 987 AIRWAY COURT SANTA ROSA CA 95402 X RICK ABBOTT PRESIDENT 4.00 2.00 X X 0 0 0 FRANK CONNELLY VICE PRESIDENT 2.00 2.00 X X 0 0 0 JOAN MAXWELL TREASURER 2.00 2.00 X X 0 0 0 ELLIOT LEVIN SECRETARY 2.00 2.00 X X 0 0 0 BERT BANGSBERG DIRECTOR 2.00 2.00 X 0 0 0 LEN MARBELLA DIRECTOR 2.00 2.00 X 0 0 0 0 0 0 0 0 0 0 0 11089 11089 350000 0 350000 350000 350000 361089 350000 0 11089 37350 37350 521747 521747 1269576 1269576 REIMBURSED EXPENSES 77448 77448 BANK FEE & DATA PROCESS 322 322 1906443 1906443 0 0 1296945 1150761 104140 104137 44869774 2221758 43917592 42648016 45318677 43902914 46250 146198 38289992 38319635 38336242 38465833 X 6982435 5437081 6982435 5437081 45318677 43902914 -1545354 0 X X 0 1 X 1 0 X X 1 CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA 942479393 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 SECTION E TYPE III QUESTION 2A THE ORGANIZATION IS BUILDING AND OPERATING LOW INCOME HOUSING FOR THE COMMUNITY OF SANTA ROSA, CALIFORNIA. ONE OF THE CRITICAL PROGRAMS FOR CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA, THE SUPPORTED ORGNIZATION, IS TO PROVIDE HOUSING AND END HOMELESSNESS. SECTION E TYPE III QUESTION 2B THE ORGANIZATION IS BUILDING AND OPERATING LOW INCOME HOUSING FOR THE COMMUNITY OF SANTA ROSA, CALIFORNIA. ONE OF THE CRITICAL PROGRAMS FOR CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA, THE SUPPORTED ORGNIZATION, IS TO PROVIDE HOUSING AND END HOMELESSNESS. CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA HAS EXISTING LOW INCOME HOUSING. 1799204 1799204 43070570 2221758 40848812 42648016 X PART X, LINE 2: THE ORGANIZATION IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES AND STATE FRANCHISE TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A TAX LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY MANAGEMENT AND SHARED WITH THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C CARITAS CENTER QALICB IS COMMITTED TO PREVENTING THE ENRICHMENT OF INSIDERS THROUGH THE ADOPTION AND ENFORCEMENT OF A CONFLICT OF INTEREST POLICY CONSISTENT WITH STATE LAWS AND REGULATIONS. ADHERING TO A WELL-DEFINED CONFLICT OF INTEREST POLICY WILL HELP THE ORGANIZATION PREEMPT EVEN THE PERCEPTION THAT RESOURCES ARE BEING USED FOR PERSONAL GAIN BY BOARD MEMBERS, STAFF MEMBERS, AND VOLUNTEERS OF CARITAS CENTER QALICB. THIS OVERSIGHT WILL PROVIDE ORGANIZATIONAL PROCEDURES WITH STRATEGIES THAT WILL HELP AVOID THE APPEARANCE OR ACTUALITY OF PRIVATE BENEFIT TO INDIVIDUALS WHO ARE IN A POSITION OF SUBSTANTIAL AUTHORITY AND WILL ENSURE THAT CONTACT AND BUSINESS ARRANGEMENTS SERVE THE ORGANIZATION'S AND SERVICE RECIPIENT'S BEST INTRESTS, NOT PRIVATE INTEREST. A PERSONAL OR FINANCIAL INTEREST OR INVOLVEMENT BY A BOARD MEMBER, STAFF MEMBER, OR VOLUNTEER IN ANY CUSTOMER, CLIENT, COMPETITOR, OR SUPPLIER OF CARITAS CENTER QALICB, INCLUDING OUTSIDE EMPLOYMENT OR CONSULTING, IS CONSIDERED A POTENTIAL CONFLICT OF INTEREST. IF A BOARD MEMBER, STAFF MEMBER, VOLUNTEER, OR CONTRACTOR OR ANY OF HIS OR HER CLOSE RELATIVES (SPOUSE, DOMESTIC PARTNER, CHILD, SISTER, BROTHER, PARENT, GRANDPARENT, SPOUSE OF A CHILD, IN-LAWS, OR SPOUSE OF A BROTHER OR SISTER) HAS, OR IS CONSIDERING HAVING, A PERSONAL OR FINANCIAL INTEREST IN A CUSTOMER, CLIENT, COMPETITOR, OR SUPPLIER OF THE ORGANIZATION, OR REAL ESETATE ADJACENT TO A CARITAS CENTER QALICB LOCATION, THE BOARD MEMBER, EMPLOYEE, STAFF MEMBER, OR CONTRACTOR MUST DISCLOSE THE INTEREST OR RELATIONSHIP TO THE BOARD PRESIDENT OR CHAIR OF THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR, OR IMMEDIATE SUPERVISOR OF CARITAS CENTER QALICB. FURTHERMORE, BOARD MEMBERS, EMPLOYEES, VOLUNTEERS, OR CONTRACTORS MAY NOT GIVE OR ACCEPT GIFTS, LOANS, OR FAVORS FROM PERSONS HAVING BUSINESS RELATIONSHIPS WITH CARITAS CENTER QALICB. THE RECEIPT OR GIVING OF SMALL GIFTS OR CASUAL ENTERTAINING FOR BUSINESS PURPOSES, HOWEVER, IS NOT PROHIBITED. FAILURE TO PROMPTLY DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO THE BOARD PRESIDENT OR CHAIR OF THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR, OR IMMEDIATE SUPERVISOR OF CARITAS CENTER QALICB MAY RESULT IN DISCIPLINE, UP TO AND INCLUDING DISMISSAL. WHENEVER THESE ISSUES ARISE, THE BOARD PRESIDENT OR CHAIR OF THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR, OR IMMEDIATE SUPERVISOR OF CARITAS CENTER QALICB MUST BE CONTACTED TO REVIEW THE ISSUE. CARITAS CENTER QALICB RESERVES THE RIGHT TO DETERMINE WHETHER ANY RELATIONSHIP REPRESENTS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST IN VIOLATION OF THIS POLICY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XII, LINE 2C: THERE IS NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA 987 AIRWAY COURT SANTA ROSA CA 95402 942479393 SERVES THE LOW-INCOME AND UNSHELTERED CA 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA J 350000 FAIR VALUE OF RENT CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA P 77448 REIMBURSEMENT OF ACTUAL EXPENSES