2025-05-14T20:36:27-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2023-07-01 942762269 CATHOLIC CHARITIES OF SANTA CLARA COUNTY CATH 4084680100 2625 ZANKER ROAD SAN JOSE CA 951342107 JENNY HO CFO 4084680100 2025-05-14 1 1 SHELBY NETZ CPA P01405265 4147775500 2025-04-16 2023 2025-03-06 01:10:19Z GREGORY KEPFERLE 2625 ZANKER ROAD SAN JOSE CA 951342107 57288603 0 X WWW.CATHOLICCHARITIESSCC.ORG X 1981 CA SEE SCHEDULE O. 20 20 713 1662 0 0 53271379 52664985 2252784 2648738 426420 868075 227507 146715 56178090 56328513 12617749 12074350 0 0 33183851 37584272 0 0 2346463 7682867 7026216 53484467 56684838 2693623 -356325 43427697 44110018 7213940 6699417 36213757 37410601 X CATHOLIC CHARITIES OF SANTA CLARA COUNTY SERVES AND ADVOCATES FOR FAMILIES AND INDIVIDUALS IN NEED, ESPECIALLY THOSE LIVING IN POVERTY. ROOTED IN GOSPEL VALUES, WE WORK TO CREATE A MORE JUST AND COMPASSIONATE COMMUNITY IN WHICH PEOPLE OF ALL CULTURES AND BELIEFS CAN PARTICIPATE AND PROSPER. 0 0 16621932 1342153 17887744 CHILDREN, YOUTH AND FAMILY DEVELOPMENT:THE CHILDREN, YOUTH AND FAMILY DEVELOPMENT SERVES ALL AGES THROUGH A COMMUNITY-BASED APPROACH TO EMPOWER PARTICIPANTS TO IMPROVE THEIR EDUCATION, HEALTH AND FAMILY RELATIONSHIPS TO STRENGTHEN THEIR RESILIENCY AND PREVENT POVERTY. SEE SCHEDULE O FOR DETAIL ON SPECIFIC PROGRAMS. 16257415 8807647 6551125 COMMUNITY ADVOCACY AND FAMILY SUPPORT:THIS PROGRAM INCLUDES OLDER ADULT SERVICES; EMERGENCY PROGRAMS AND HOUSING SERVICES; CATHEDRAL SOCIAL MINISTRIES; ADVOCACY AND COMMUNITY ENGAGEMENT; AND YOUTH EMPOWERED FOR SUCCESS. SEE SCHEDULE O FOR DETAIL ON SPECIFIC PROGRAMS. 5616036 1509460 6222702 REFUGEE FOSTER CARE:REFUGEE FOSTER CARE RESETTLES UNACCOMPANIED REFUGEE MINORS WITH PLACEMENTS WITH HOST FOSTER FAMILIES IN SANTA CLARA COUNTY AND EIGHT OTHER COUNTIES IN THE BAY AREA. THE PROGRAM TRAINS AND SUPPORTS PERSONS WHO WANT TO BECOME FOSTER PARENTS. THE PROGRAM ALSO COVERED AFGHAN REFUGEE SUPPORT AND PLACEMENT. 5042645 387702 5940021 ECONOMIC DEVELOPMENT SERVICES ENABLES PARTICIPANTS TO MOVE OUT OF POVERTY AND TOWARD SELF-RELIANCE. PROGRAMS UNDER THE ECONOMIC DEVELOPMENT SERVICES UMBRELLA INCLUDE:EMPLOYMENT NETWORK - PROVIDES COMPREHENSIVE JOB READINESS, PRE-EMPLOYMENT, JOB PLACEMENT, JOB RETENTION, AND JOB UPGRADE SERVICES TO PEOPLE WITH MENTAL ILLNESS AND THOSE FORMERLY INCARCERATED THROUGH FOCUS FOR WORK AND RIGHT DIRECTIONS PROGRAMS AND HELPS ANY UNEMPLOYED PERSON FIND WORK THROUGH PATHFINDER.FOCUS FOR WORK - PROVIDES INDIVIDUAL AND GROUP EMPLOYMENT PREPARATION SERVICES, JOB DEVELOPMENT SERVICES, AND POST-EMPLOYMENT SUPPORT FOR ADULTS DIAGNOSED WITH MENTAL ILLNESS.RIGHT DIRECTIONS - PROVIDES INDIVIDUAL AND GROUP EMPLOYMENT PREPARATION SERVICES, JOB DEVELOPMENT SERVICES, AND POST-EMPLOYMENT SUPPORT FOR ADULTS RE-ENTERING FROM JAIL OR PRISON.INDIVIDUAL PLACEMENT & SUPPORT SERVICES - PROVIDES FULL SCOPE EMPLOYMENT SERVICES FOR INDIVIDUALS WITH A MENTAL HEALTH DIAGNOSIS AND DESIRE TO WORK.FEE FOR SERVICE - PROVIDES EMPLOYMENT SERVICES FOR ADULTS REFERRED BY THE DEPARTMENT OF REHABILITATION.JOBTREK - PROVIDES SERVICES FOR INDIVIDUALS REFERRED BY THE PROBATION DEPARTMENT OF SANTA CLARA COUNTY AND NEEDING ASSISTANCE TO ACCESS EMPLOYMENT OPPORTUNITIES.PATHFINDER EMPLOYMENT - A NEW PROGRAM ADDED DURING THE YEAR ENDED JUNE 30, 2022, PROVIDES INDIVIDUAL AND GROUP EMPLOYMENT PREPARATION SERVICES, JOB DEVELOPMENT SERVICES, AND POST- EMPLOYMENT SUPPORT FOR ANY JOB SEEKER.FAMILY ASSET DEVELOPMENT, A NEW PROGRAM ADDED DURING THE YEAR ENDED JUNE 30, 2023, PROVIDES FAMILIES WITH ASSISTANCE IN ENROLLING FOR PUBLIC BENEFITS INCLUDING SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP), FORMERLY KNOWN AS THE FOOD STAMPS PROGRAM; MEDI-CAL, WHICH PAYS FOR A VARIETY OF MEDICAL SERVICES FOR CHILDREN AND ADULTS WITH LIMITED INCOME AND RESOURCES; AND CALIFORNIA WORK OPPORTUNITY AND RESPONSIBILITY TO KIDS (CALWORKS), A PUBLIC ASSISTANCE PROGRAM THAT PROVIDES CASH AID AND SERVICES TO ELIGIBLE LOW-INCOME FAMILIES THAT HAVE A CHILD(REN) IN THE HOME. ADDITIONALLY, ELIGIBLE FAMILIES CAN RECEIVE HELP FILING TAXES THROUGH TAX EZ TO RECEIVE EARNED INCOME TAX CREDITS AND/OR CHILD TAX CREDITS.FINANCIAL EDUCATION SERVICES ENABLES CLIENTS TO ACQUIRE BASIC FINANCIAL LITERACY AND MOVE TOWARD ESTABLISHING ECONOMIC STABILITY THROUGH EFFECTIVE MONEY MANAGEMENT AND BUDGETING. IT INCLUDES FREE FINANCIAL EDUCATION PROGRAMS FOR LOW-INCOME INDIVIDUALS AND FAMILIES.IMMIGRATION LEGAL SERVICES ARE FULLY ACCREDITED BY THE FEDERAL BOARD OF IMMIGRATION APPEALS TO PROVIDE PROFESSIONAL LEGAL CONSULTATIONS AND A FULL RANGE OF IMMIGRATION LEGAL SERVICES FOR LOW-INCOME PEOPLE THROUGHOUT SANTA CLARA COUNTY. SERVICES INCLUDE FAMILY VISAS, FIANC/E-VISA, ADJUSTMENT OF STATUS, EMPLOYMENT AUTHORIZATION, RE-ENTRY PERMIT AND ADVANCE PAROLE, POLITICAL ASYLUM, SPECIAL IMMIGRANT JUVENILE, RELIGIOUS VISA, FAMILY UNITY, TEMPORARY PROTECTED STATUS (TPS), VIOLENCE AGAINST WOMEN'S ACT (VAWA), NICARAGUAN ADJUSTMENT AND CENTRAL AMERICAN RELIEF ACT (NACARA), INADMISSIBILITY WAIVERS, REMOVAL DEFENSE, REPRESENTATION, FREEDOM OF INFORMATION ACT REQUESTS, CITIZENSHIP INFORMATION AND APPLICATIONS, PHOTOS AND FINGERPRINTING, DACA SERVICES AND EDUCATION, AND LEGAL SERVICES TO UNACCOMPANIED IMMIGRANT CHILDREN. SOUTH COUNTY CITIZENSHIP SERVICES OFFERS CITIZENSHIP SERVICES IN GILROY, MORGAN HILL, AND SAN MARTIN, CALIFORNIA. CITIZENSHIP SERVICES INCLUDE APPLICATION ASSISTANCE, INTERVIEW PREPARATION, LEGAL ASSISTANCE OR REFERRAL TO LEGAL ASSISTANCE. FREE SOUTH COUNTY CITIZENSHIP DAYS ARE HELD TWICE A YEAR. 3687746 20450 4455788 BEHAVIORAL HEALTH SERVICES:WORKING TO IMPROVE THE WELLBEING OF OUR PARTICIPANTS THROUGH MENTAL HEALTH AND CASE MANAGEMENT SERVICES, PROGRAMS UNDER THE BEHAVIORAL HEALTH SERVICES (BHS) UMBRELLA INCLUDE:CALWORKS HEALTH ALLIANCE - IS A MULTICULTURAL OUTPATIENT MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAM FOR CALWORKS PARTICIPANTS THAT HELPS IMPROVE PERSONAL AND FAMILY ISSUES THAT MAY KEEP THEM FROM FINDING ECONOMIC AND EMOTIONAL SELF-SUFFICIENCY.FAMILY AND CHILDREN'S SERVICES OFFERS OUTPATIENT SERVICES FOR CHILDREN WHO ARE SERIOUSLY AND EMOTIONALLY DISTURBED AND THEIR FAMILIES. SERVICES INCLUDE PSYCHIATRIC EVALUATIONS, MEDICAL MONITORING, THERAPY, PREVENTION AND EARLY INTERVENTION, CASE MANAGEMENT AND FAMILY SUPPORT, INCLUDING SUPERVISED AND HOME VISITS. PROGRAMS INCLUDE: CHILDREN'S COUNSELING; PREVENTION AND EARLY INTERVENTION; AND BABY STEPS.OLDER ADULT SERVICES: OLDER ADULT OUTPATIENT PROGRAM PROVIDES CASE MANAGEMENT AND MENTAL HEALTH SERVICES, INCLUDING MEDICATION SUPPORT, TO OLDER ADULTS WHO ARE EXPERIENCING CHRONIC EMOTIONAL PROBLEMS. OLDER ADULT OUTPATIENT PROGRAM ALSO DEVELOPS SUPPORT GROUPS AND EDUCATES FAMILY MEMBERS AND COMMUNITY SERVICE PROVIDERS ABOUT HELPING OLDER ADULTS WITH MENTAL HEALTH CONDITIONS.TRANSITIONING OFF AND PREVENTING PLACEMENT (TOPP) PROVIDES MENTAL HEALTH SERVICES TO YOUTH AGES 5 TO 18 IN SANTA CLARA COUNTY. CLIENTS CANNOT HAVE MEDI-CAL AND MUST EITHER BE UNINSURED OR HAVE PRIVATE INSURANCE THAT DOES NOT MEET THEIR NEEDS.RISE - PROBATION - GANG REDUCTION INTERVENTION PROGRAM AND SUPPORT ENHANCEMENT SERVICES PROVIDES MENTAL HEALTH AND CASE MANAGEMENT SUPPORT FOR YOUTH ON PROBATION.SUPPORTIVE HOUSING SERVICES AT CHARITIES HOUSING DEVELOPMENT CORPORATION (CHDC) PROVIDES SERVICE COORDINATION, AND REFERRALS FOR RESIDENTS OF CHDC UNITS. 1544291 6938 1753209 FOOTSTEPS: PATHS TO SELF-SUFFICIENCYTHIS PLACE-BASED AND FAMILY-CENTERED COMMUNITY CHANGE MODEL, WHICH IS PART OF THE AGENCY'S STRATEGIC VISION, ASSISTS ENTIRE FAMILIES ON THEIR JOURNEYS TO ECONOMIC MOBILITY AND SELF-SUFFICIENCY. FAMILY MEMBERS RANGING IN AGE FROM NEWBORN TO GRANDPARENTS ARE PAIRED WITH GUIDES TO HELP THEM BETTER ACCESS MULTIPLE SERVICES BASED ON THEIR MULTIPLE AND INDIVIDUAL NEEDS. THE GOAL IS BREAKING THE CYCLE OF POVERTY THROUGH TRAUMA-INFORMED CARE, SERVICE GUIDES, WRAP-AROUND SERVICES, A SEAMLESS WELCOME, AND COMMUNITY ENGAGEMENT. "FOOTSTEPS" IS EVIDENCE-BASED TO DISRUPT POVERTY IN SPECIFIC NEIGHBORHOODS. IN ADDITION TO THE INCREASE IN BRAIDED SERVICES FOR FAMILIES, THIS STRATEGIC INITIATIVE IS SUPPORTED BY A RESPONSIVE INFRASTRUCTURE TO UPGRADE OPERATIONS INCLUDING THE AGENCY'S DATA, TECHNOLOGY AND SYSTEMS; AS WELL AS BECOMING A "WORLD-CLASS LEARNING ORGANIZATION; AND ENSURING NEW AND ADDITIONAL FUNDING.INSPIRED BY THE ENTREPRENEURIAL SPIRIT OF SILICON VALLEY, THE ORGANIZATION IS REIMAGINING SOCIAL JUSTICE AND SOCIAL SERVICE PROGRAMS. THE GOAL IS TO TRANSFORM THE WAYS IN WHICH WE, AS A COMMUNITY, ADDRESS NOT JUST THE SYMPTOMS OF POVERTYFOOD INSECURITY, HOMELESSNESS, LACK OF ACCESS TO EDUCATION AND HEALTH CARE, AND ECONOMIC INSECURITYBUT ALSO THE COMPLEX, INTERTWINED CAUSES THAT THREATEN THE HEALTH AND STABILITY OF OUR NEIGHBORHOODS. IN DOING SO, THE ORGANIZATION WILL REVOLUTIONIZE CARE FOR THE POOR AND THOSE IN NEED BY PROVIDING MORE ACCESSIBLE AND SUSTAINABLE PATHS TO LIVES OF DIGNITY AND SELF-SUFFICIENCY. 10274682 415090 12149018 48770065 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 114 0 1 713 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 20 20 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X JENNY HO 4083255110 2625 ZANKER ROAD SAN JOSE CA 95134 PAUL SANCHIRICO PRESIDENT 10.00 X X 0 0 0 JAMES OTIENO VICE PRESIDENT 10.00 X X 0 0 0 LISA KLOPPENBERG SECRETARY 3.00 X X 0 0 0 BISHOP OSCAR CANTU CHAIRMAN 3.00 X X 0 0 0 BILL EVANS BOARD MEMBER 2.00 X 0 0 0 BILL ROTH BOARD MEMBER 2.00 X 0 0 0 DCN ERIC BOARD MEMBER 2.00 X 0 0 0 FR ANDRES LIGOT BOARD MEMBER 2.00 X 0 0 0 HYOUNG CHON BOARD MEMBER 2.00 X 0 0 0 JIM KOCH BOARD MEMBER 2.00 X 0 0 0 JOHN OOSTERHOUSE BOARD MEMBER 2.00 X 0 0 0 JUDITH SANCHEZ MD BOARD MEMBER 2.00 X 0 0 0 LAURA GARCIA BOARD MEMBER 2.00 X 0 0 0 MICHELLE VONDERHAAR BOARD MEMBER 2.00 X 0 0 0 PATRICK WAITE BOARD MEMBER 2.00 X 0 0 0 PAUL BAKER BOARD MEMBER 2.00 X 0 0 0 RICH RAMKO BOARD MEMBER 2.00 X 0 0 0 RON GONZALES BOARD MEMBER 2.00 X 0 0 0 SUSAN BISHOP BOARD MEMBER 2.00 X 0 0 0 WENDY BRENNAN BOARD MEMBER 2.00 X 0 0 0 GREGORY KEPFERLE CHIEF EXECUTIVE OFFICER 40.00 X 308002 0 51561 LISA CHRISTIAN WEIDANZ CHIEF PROGRAMS & STRATEGY 40.00 X 245921 0 32523 JENNY HO CHIEF FINANCIAL OFFICER 40.00 X 245420 0 31912 SUSAN TAYLOR CHIEF DEVELOPMENT OFFICER 40.00 X 246697 0 49717 JOAN CECILIA A DOHINA CHIEF HR OFFICER 40.00 X 199402 0 24069 KAVITA VORA CONTROLLER 40.00 X 160930 0 35279 EILA LATIF DIVISION DIRECTOR 40.00 X 160704 0 32745 CECILIA BYNUM SENIOR DIRECTOR OF PLANNED GIVING & CORP RELATIONS 40.00 X 162898 0 9585 MUNISHA VOHRA MANAGING DIR OF CLIN SVCS 40.00 X 163836 0 19817 JAMES B SHOVEN DIRECTOR OF MAJOR GIFTS 40.00 X 152067 0 35964 2045877 0 323172 36 0 1 0 SWENSON DEVELOPMENT & CONSTRUCTION 715 N FIRST STREET 27 SAN JOSE CA 95112 CLEANING SERVICES 348752 IDEOORG 350 FLORIDA STREET SAN FRANCISCO CA 95410 GLOBAL DESIGN AND INNOVATION CONSULTANCY 285000 ST ANDREW'S RESIDENTIAL PROGRAMS FOR YO 811 SHERMAN OAKS DR SAN JOSE CA 95128 TRANSITIONAL HOUSING FOR REFUGEE KIDS 267448 MOONCHEF LLC 945 SACRAMENTO ST SAN FRANCISCO CA 94108 CATERING SERVICES 242313 CT COACHWORKS LLC 9700 INDIANA AVE RIVERSIDE CA 92503 CUSTOM VAN DESIGN FOR MEDICAL MOBILE UNI 235535 14 4388 145657 35213226 17301714 9964419 52664985 PROGRAM SERVICE FEES 900099 2648738 2648738 2648738 868307 868307 92552 0 92552 92552 92552 889905 890137 -232 -232 -232 72175 145657 69953 2222 2222 MISCELLANEOUS INCOME 900099 51941 51941 51941 56328513 2648738 0 1014790 530797 530797 11543553 11543553 1449661 1246708 144967 57986 29128962 24549519 3097927 1481516 983526 845832 98353 39341 3476296 2847035 421540 207721 2545827 2179955 245992 119880 112250 4895 107355 180150 7856 172294 26730 26730 1553347 1169931 334968 48448 140930 19096 13238 108596 2544401 2229314 212857 102230 93027 80003 9303 3721 471643 322884 133679 15080 295335 275351 15930 4054 113141 81263 26000 5878 439226 343767 84664 10795 545752 435930 92717 17105 MISCELLANEOUS EXPENSES 277934 9896 255863 12175 SUBSCRIPTIONS AND PUBLI 127818 21926 72093 33799 PRINTING AND ARTWORK 104532 24554 1840 78138 56684838 48770065 5568310 2346463 14751465 13198054 202619 145623 8745290 9726247 476489 716103 15534265 12437420 3284501 3096845 65711 71110 15702172 16946833 199450 209203 43427697 44110018 6588342 5961048 611916 723833 13682 14536 7213940 6699417 X 14618434 16795237 21595323 20615364 36213757 37410601 43427697 44110018 -356325 1553169 0 X X 0 1 X 1 1 1 X 33317793 49530773 52130240 53271379 52664985 240915170 33317793 49530773 52130240 53271379 52664985 240915170 240915170 427655 328029 405165 547450 960859 2669158 230049 360315 146785 133703 51941 922793 244507121 0.98530 0.98640 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 230,049. 2020 AMOUNT: $ 360,315. 2021 AMOUNT: $ 146,785. 2022 AMOUNT: $ 133,703. 2023 AMOUNT: $ 51,941. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11935725 13252 1435148 456505 12927620 11191525 13988 1198084 467872 11935725 13049006 23795 -1576520 304756 11191525 10900498 15193 2789005 655690 13049006 10705785 15115 552924 373326 10900498 0.00000 1.00000 0.00000 1 0 1153757 1153757 7700110 7042442 657668 2837721 2449094 388627 1458361 1307030 151331 2384316 1638854 745462 3096845 CBIS CUIT BALANCED FUND 3217497 F CBIS CUIT BALANCED FUND 4296967 F CATHOLIC COMMUNITY FOUNDATION 9432369 F 16946833 ANNUITY AND LIFE INCOME OBLIGATIONS 14536 14536 X 57854952 1553169 1553169 56301783 26730 26730 56328513 56658108 0 56658108 26730 26730 56684838 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND BY THE CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE ORGANIZATION HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE ORGANIZATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY, AND HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. BOCCE TOURNAMENT 90342 73413 16929 578 15037 748 656 GOLF TOURNAMENT 88091 54821 33270 18330 14959 1 39399 17423 21976 17232 2413 217832 145657 72175 578 15037 36310 18028 69953 2222 1 DIOCESE OF SAN JOSE THE CHANCERY 1150 NORTH FIRST STREET STE 100 SAN JOSE CA 95112 942734503 501(C)(3) 126985 0 GENERAL SUPPORT SANTA CLARA UNIVERSITY 500 EL CAMINO REAL SANTA CLARA CA 95053 941156617 501(C)(3) 47448 0 GENERAL SUPPORT ASIAN LAW ALLIANCE 991 WEST HEDDING STREET STE 202 SAN JOSE CA 95126 942439581 501(C)(3) 47448 0 GENERAL SUPPORT SERVICES IMMIGRANT RIGHTS AND EDUCATION NETWORK 1425 KOLL CIRCLE STE 108 SAN JOSE CA 95112 770487468 501(C)(3) 47448 0 GENERAL SUPPORT STEP FORWARD FOUNDATION PO BOX 123 MORGAN HILL CA 95038 208172439 501(C)(3) 47448 0 GENERAL SUPPORT COMMUNITY LEGAL SERVICES IN EAST PALO ALTO 1861 BAY ROAD EAST PALO ALTO CA 94303 223866910 501(C)(3) 47448 0 GENERAL SUPPORT INTERNATIONAL RESCUE COMMITTEE 440 GRAND AVENUE 500 OAKLAND CA 94610 135660870 501(C)(3) 47448 0 GENERAL SUPPORT CENTER FOR EMPLOYMENT TRAINING 701 VINE STREET STE 115 SAN JOSE CA 95110 941658311 501(C)(3) 47448 0 GENERAL SUPPORT PANGEA LEGAL SERVICES 391 SUTTER STREET SAN FRANCISCO CA 94108 364748424 501(C)(3) 47448 0 GENERAL SUPPORT LAW FOUNDATION SILICON VALLEY 4 NORTH SECOND STREET SUITE 1300 SAN JOSE CA 95113 521014754 501(C)(3) 16728 0 GENERAL SUPPORT OUR LADY OF REFUGE CHURCH 5195 STEARNS ST LONG BEACH CA 90815 953653101 501(C)(3) 7500 0 GENERAL SUPPORT 11 0 FINANCIAL ASSISTANCE 752 736644 OTHER GENERAL ASSISTANCE 7236 177256 RENTAL ASSISTANCE 236 763728 FOOD ASSISTANCE 212 9865924 SEE PART IV EMERGENCY FOOD DISTRIBUTION - PROVIDES GROCERY BOXES WEEKLY BOTH THROUGH HOME DELIVERIES AND PARISH DRIVE THROUGH AND WALK-IN SITES. PART I, LINE 2: THE ORGANIZATION UTILIZES CASE MANAGERS TO MONITOR THE ASSISTANCE PROVIDED TO INDIVIDUALS AND TO ENSURE THAT THE RESOURCES PROVIDED APPROPRIATELY ADDRESS THE NEEDS OF THE INDIVIDUALS. SCHEDULE I, PART III: VALUATION IS PROVIDED TO THE ORGANIZATION BY THE DONOR AND IS BASED ON THE FEDERAL ESTABLISHED RATES PROVIDED BY SECOND HARVEST, AND APPROXIMATES THE VALUE THAT THE ORGANIZATION WOULD PAY FOR SIMILAR PRODUCTS ON THE MARKET. X X X 0 0 0 0 0 0 0 0 0 GREGORY KEPFERLE CHIEF EXECUTIVE OFFICER 301144 0 0 0 6858 0 29674 0 21887 0 359563 0 0 0 SUSAN TAYLOR CHIEF DEVELOPMENT OFFICER 239949 0 0 0 6748 0 24020 0 25697 0 296414 0 0 0 LISA CHRISTIAN WEIDANZ CHIEF PROGRAMS & STRATEGY 242486 0 0 0 3435 0 20222 0 12301 0 278444 0 0 0 JENNY HO CHIEF FINANCIAL OFFICER 244212 0 0 0 1208 0 12547 0 19365 0 277332 0 0 0 JOAN CECILIA A DOHINA CHIEF HR OFFICER 198771 0 0 0 631 0 19686 0 4383 0 223471 0 0 0 KAVITA VORA CONTROLLER 160444 0 0 0 486 0 16821 0 18458 0 196209 0 0 0 EILA LATIF DIVISION DIRECTOR 158715 0 0 0 1989 0 15542 0 17203 0 193449 0 0 0 JAMES B SHOVEN DIRECTOR OF MAJOR GIFTS 151785 0 0 0 282 0 15144 0 20820 0 188031 0 0 0 MUNISHA VOHRA MANAGING DIR OF CLIN SVCS 161678 0 0 0 2158 0 8228 0 11589 0 183653 0 0 0 CECILIA BYNUM SENIOR DIRECTOR OF PLANNED GIVING & CORP RELATIONS 162130 0 0 0 768 0 4587 0 4998 0 172483 0 0 0 X 21 45864 AUCTION PRICE X 226 52632 MARKET PRICE X 6085905 9865923 ESTIMATED SELLING PRICE 0 0 1 1 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS MADE. FORM 990, SCHEDULE M, LINE 32B: VEHICLE DONATION PROGRAM - DONOR DONATES VEHICLE TO AGENCY. THE ADMINISTRATIVE ASSISTANT WITHIN THE DIVISION WORKS WITH DONOR TO PROVIDE PINK SLIP, MILEAGE, CONDITION OF VEHICLE AND TRANSFER OF TITLE TO AGENCY. THE AGENCY THEN WORKS WITH A TOWING COMPANY TO PICK UP THE VEHICLE ONCE TITLE IS TRANSFERRED AND THE VEHICLE IS AUCTIONED OR SOLD AS SCRAP. ONCE THIS IS DONE FUNDS ASSOCIATED WITH THE SALE ARE GIVEN TO CATHOLIC CHARITIES. AT THAT POINT THE ASSISTANT WILL GIVE THE DONOR A LETTER THAT REPRESENTS THE FAIR MARKET VALUE OF THE DONATED VEHICLE. FORM 990, PART I, LINE 1 CATHOLIC CHARITIES OF SANTA CLARA COUNTY SERVES AND ADVOCATES FOR FAMILIES AND INDIVIDUALS IN NEED, ESPECIALLY THOSE LIVING IN POVERTY. ROOTED IN GOSPEL VALUES, THE ORGANIZATION WORKS TO CREATE A MORE JUST AND COMPASSIONATE COMMUNITY IN WHICH PEOPLE OF ALL CULTURES AND BELIEFS CAN PARTICIPATE AND PROSPER. OUR GOAL IS SYSTEMIC, LASTING CHANGE THAT ENABLES DISADVANTAGED FAMILIES TO LIFT THEMSELVES OUT OF POVERTY BY TACKLING ROOT CAUSES OF ECONOMIC INEQUALITY IN SILICON VALLEY. AND BY SUPPORTING FAMILIES, NOT ONLY ARE WE LIVING UP TO OUR MOTTO OF "CHANGING LIVES FOR GOOD," BUT ALSO WE ARE FULFILLING OUR COMMITMENT TO A MORE JUST AND COMPASSIONATE COMMUNITY. WE IMAGINE A VALLEY WHERE: -EVERY CHILD HAS THE OPPORTUNITY TO LEARN FROM CRADLE TO CAREER AND LIVES IN A NEIGHBORHOOD FREE FROM FEAR. -FAMILIES CAN AFFORD TO LIVE IN SAFE AND DECENT HOUSING AND EAT NUTRITIOUS FOOD. -ENTERPRISING WORKERS CAN EARN ENOUGH TO MAKE ENDS MEET AND SAVE FOR THE FUTURE. -IMMIGRANTS AND REFUGEES ARE WELCOMED. -THOSE WHO ARE IMPRISONED, PHYSICALLY AND MENTALLY ILL, ELDERLY AND VULNERABLE CAN FIND HEALING AND HOPE. CATHOLIC CHARITIES 'CHANGES LIVES FOR GOOD' BY ALLEVIATING, PREVENTING AND REDUCING POVERTY. WE EMPLOY HOLISTIC AND TARGETED STRATEGIES THAT DISRUPT POVERTY, PROMOTE GREATER EQUITY AND INCLUSION, SUPPORT WELLNESS AND LEAD TO GREATER ECONOMIC MOBILITY FOR ALL RESIDENTS OF SANTA CLARA COUNTY. WE REACH MORE THAN 80,000 PEOPLE A YEAR INCLUDING CHILDREN, YOUTH, ADULTS, SENIORS, FAMILIES LIVING IN POVERTY, REFUGEES AND IMMIGRANTS, PEOPLE WITH DISABILITIES, THOSE ENGAGED WITH THE LEGAL SYSTEM, AND OTHER VULNERABLE POPULATIONS. A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION INCORPORATED IN 1981, CATHOLIC CHARITIES' PRIMARY SOURCES OF REVENUE AND SUPPORT ARE FROM CONTRIBUTIONS, GOVERNMENT CONTRACTS AND GRANTS, PROGRAM SERVICE FEES, AND IN-KIND CONTRIBUTIONS. DURING THE YEAR ENDED JUNE 30, 2022, THE ORGANIZATION LAUNCHED "FOOTSTEPS: PATHWAYS TO SELF-SUFFICIENCY," A STRATEGIC INITIATIVE INFORMED BY OUR LONG HISTORY OF SUPPORTING OUR NEIGHBORS IN NEED AND DISRUPTING INTER-GENERATIONAL POVERTY. SPECIFICALLY, THIS INITIATIVE IS FAMILY-CENTERED, NEIGHBORHOOD-BASED, AND AIMS TO TRANSFORM ENTIRE COMMUNITIES THROUGH A "ONE FAMILY AT A TIME" APPROACH. MULTIPLE SERVICES ADDRESS FAMILIES' MULTIPLE NEEDS WITH A COMPASSIONATE AND HEALING APPROACH TO FAMILY MEMBERS' PAST TRAUMAS THAT CONTRIBUTE TO THEIR CURRENT CIRCUMSTANCES. COMMUNITY ENGAGEMENT OPPORTUNITIES ENCOURAGE FAMILY MEMBERS TO BE ACTIVE ADVOCATES OF THE ISSUES THAT IMPACT THEIR OWN FAMILIES AND THEIR NEIGHBORHOODS. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: SPECIFIC PROGRAMS UNDER CHILDREN, YOUTH AND FAMILY DEVELOPMENT INCLUDE: CORAL (COMMUNITIES ORGANIZING RESOURCES TO ADVANCE LEARNING) IS AN AFTER-SCHOOL ENHANCED LEARNING PROGRAM AT OVER TWENTY SAN JOSE PUBLIC SCHOOLS. CORAL FOCUSES ON IMPROVING STUDENT ACHIEVEMENT THROUGH BALANCED LITERACY AND ENRICHMENT ACTIVITIES, INCLUDING STEAM. FAMILY RESOURCE CENTERS (FRC) THE ORGANIZATION OPERATES ELEVEN FRCS FOR THE FIRST 5 SANTA CLARA COUNTY TO SUPPORT FAMILIES AND THE HEALTHY DEVELOPMENT OF THEIR CHILDREN AGES 0-5 YEARS. THE PROGRAM INCLUDES PARENTING WORKSHOPS PLUS COMMUNITY ENGAGEMENT AND EDUCATION ACTIVITIES, E.G., NEW BEGINNINGS, PARENT CAFE, PARENT CHILD PLUS, FAMILIES FRIENDS NEIGHBORS (FFN), PARENT CHILD PLUS FFN, AND DIGITAL LITERACY. THE FRANKLIN-MCKINLEY CHILDREN'S INITIATIVE IS A PLACE-BASED ANTI-POVERTY STRATEGY FOCUSED ON HELPING EVERY CHILD IN THE SANTEE AND SEVEN TREES NEIGHBORHOODS SUCCEED FROM CRADLE TO CAREER THROUGH CREATING STRONG AND SAFE NEIGHBORHOODS, STRENGTHENING EDUCATIONAL OPPORTUNITIES, AND STRENGTHENING FAMILIES AND ECONOMIC DEVELOPMENT THROUGH A COMMUNITY-BASED COALITION. KINSHIP RESOURCE CENTER PROVIDES COMPREHENSIVE SERVICES AND SUPPORT TO GRANDPARENTS AND OTHER RELATIVES WHO ARE RAISING THE FAMILY'S CHILDREN. SERVICES INCLUDE CASE MANAGEMENT, HEALTH ASSESSMENTS, SUPPORT GROUPS, RESPITE CARE, RECREATION, INFORMATION AND REFERRAL, EDUCATION SEMINARS AND ASSISTANCE WITH LEGAL GUARDIANSHIP PACKETS, AS WELL AS AN INDEPENDENT LIVING PROGRAM FOR YOUTH MOVING OUT OF KINSHIP CARE. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: SPECIFIC PROGRAMS UNDER COMMUNITY ADVOCACY AND FAMILY SUPPORT INCLUDE: OLDER ADULT SERVICES ASSISTS SENIORS TO MAINTAIN HEALTH AND WELLNESS THROUGH MULTIPLE PROGRAMS. LONG-TERM CARE OMBUDSMAN PROGRAM - ADVOCATES FOR FRAIL, CHRONICALLY ILL RESIDENTS IN ALL NURSING HOMES AND RESIDENTIAL CARE/ASSISTED LIVING FACILITIES IN SANTA CLARA COUNTY. THIS PROGRAM RESPONDS TO, INVESTIGATES, AND SEEKS FAIR RESOLUTION OF COMPLAINTS, INCLUDING ALLEGATIONS OF ELDER ABUSE AND VIOLATIONS OF RESIDENTS' RIGHTS SENIOR NUTRITION PROGRAM - OFFERS SOCIALIZATION AND HOT NUTRITIOUS MEALS FOR SENIORS (AGE 60 AND OVER) FIVE DAYS A WEEK AT CATHOLIC CHARITIES EASTSIDE NEIGHBORHOOD CENTER AND JOHN XXIII MULTI-SERVICE CENTER IN SAN JOSE. PROGRAMS SHIFTED TO GRAB AND GO MEALS IN MARCH 2020 DUE TO PANDEMIC RESTRICTIONS. SENIOR PROGRAMS AT NEIGHBORHOOD CENTERS - OFFER EDUCATIONAL CLASSES, RECREATION AND WELLNESS ACTIVITIES FOR OLDER ADULTS IN A CULTURALLY RESPONSIVE ENVIRONMENT. SERVICES INCLUDE ENGLISH AS A SECOND LANGUAGE CLASSES, CITIZENSHIP INFORMATION AND REFERRAL, HEALTH SCREENING AND MONITORING, WELLNESS EDUCATION, COMPUTER TRAINING, DAILY NOON MEALS, WEEKLY GROCERY BAGS, EXERCISES SUCH AS TAI CHI, DANCES, HEALTH EDUCATION, AND CULTURAL CELEBRATIONS AT JOHN XXIII AND EASTSIDE NEIGHBORHOOD CENTER. EMERGENCY PROGRAMS AND HOUSING SERVICES SUPPORTS FAMILIES AND INDIVIDUALS WITH CRITICAL NEEDS. EMERGENCY FOOD DISTRIBUTION PROVIDES GROCERY BOXES WEEKLY BOTH THROUGH HOME DELIVERIES AND PARISH DRIVE THROUGH AND WALK-IN SITES. HOUSING SERVICES PROVIDES EMERGENCY RENTAL ASSISTANCE AND ENROLLMENT ASSISTANCE TO PREVENT EVICTIONS AND PREVENT HOMELESSNESS. SINCE THE ONSET OF THE PANDEMIC, THE PROGRAM HAS BEEN PROVIDING RENTAL ASSISTANCE AND ENROLLMENT ASSISTANCE TO FAMILIES AFFECTED BY THE PANDEMIC AND ECONOMIC CRISIS. DISASTER RECOVERY SERVICES SERVES PEOPLE OF ALL AGES AND BACKGROUNDS THROUGH A CLIENT-CENTRIC APPROACH DURING EMERGENCIES, INCLUDING BOTH NATURAL AND MANMADE DISASTERS, AS WELL AS VULNERABLE COMMUNITIES IMPACTED BY THE HOUSING CRISIS IN SANTA CLARA COUNTY. THE PROGRAM ASSISTS DISASTER SURVIVORS WITH EMERGENCY AND TRANSITIONAL HOUSING ASSISTANCE, FINANCIAL ASSISTANCE, AND ASSISTANCE WITH TRANSPORTATION AND CASE MANAGEMENT SERVICES TO RESTORE THEM TO SELF-SUFFICIENCY. SINCE MARCH 2020 AND THE ONSET OF THE PANDEMIC, THE PROGRAM HAS ASSISTED WITH SIGNIFICANTLY EXPANDING FOOD DISTRIBUTION TO FAMILIES AFFECTED BY THE PANDEMIC AND ECONOMIC CRISIS. CATHEDRAL SOCIAL MINISTRIES SUPPORTS FAMILIES AND INDIVIDUALS IMPACTED BY INCARCERATION AND THOSE WHO ARE UNHOUSED. THE WINDOW SERVES MORE THAN 1,800 UNHOUSED INDIVIDUALS WITH MAIL, SANDWICHES, REFERRAL AND SERVICE NAVIGATION TO SHELTER, EMPLOYMENT, SOCIAL SECURITY, SHOWER VANS, AND PRIMARY HEALTH CARE. CATHOLIC CHARITIES JOHN XXIII GARDNER HEALTHCARE CLINIC - OFFERS SERVICES INCLUDING PRIMARY HEALTH CARE, SUBSTANCE ABUSE, AND PHARMACY ASSISTANCE TO THE HOMELESS, THE IMMIGRANT, MIGRANT WORKERS, AND UNINSURED FAMILIES AND INDIVIDUALS. BRIDGES OF HOPE IS A POST-RELEASE SERVICE THROUGH A FAITH-BASED COLLABORATIVE THAT ASSISTS THOSE FROM INCARCERATION WITH RE-INTEGRATING INTO SOCIETY WITH JOBS, HOUSING, AND A FAITH COMMUNITY WHILE IN TRANSITION AND REBUILDING THEIR LIVES. INMATE SUPPORTIVE SERVICES (ISS) - AT THE COUNTY'S TWO ADULT CORRECTIONAL FACILITIES RESPONDS TO INMATE REQUESTS FOR BOOKS, EYEGLASSES, NOTARY SERVICES, PROBATION-REQUIRED LEGAL DOCUMENTS, REQUESTS FOR FAMILY CONTACTS, FAMILY REQUESTS FOR INFORMATION OR ITEMS FOR THE INMATES, INFORMATION FROM COMMUNITY/OTHER LEGAL SERVICES AND RESOURCE INFORMATION. ADVOCACY AND COMMUNITY ENGAGEMENT COORDINATES THE ORGANIZATION'S PARTNERSHIPS WITH PARISHES, VOLUNTEER SERVICES, SUPPORT FOR ADULTS WITH DISABILITIES, AND ADVOCACY EFFORTS. PARISH ENGAGEMENT - CONVENES AND TRAINS PARISH LEADERS AND PEER VOLUNTEERS, KNOWN AS "PROMOTORAS", TO STRENGTHEN THE NETWORK OF PARISH-BASED SERVICES WITH THE ORGANIZATION'S RESOURCES AND OTHER PARISHES IN ORDER TO ALLEVIATE, PREVENT, AND REDUCE POVERTY. PARISH ENGAGEMENT SEEKS TO SERVE THE RESIDENTS OF 95122 THROUGH ACCOMPANIMENT SERVICES WHERE VOLUNTEERS SPEND 4 HOURS OF THEIR MONTH WITH RESIDENTS WHO ARE IN NEED OF SERVICE NAVIGATION AND A LOVING COMMITTED PRESENCE IN THEIR LIVES. THROUGH A MUTUALLY TRANSFORMATIVE EXPERIENCE, VOLUNTEERS AND CLIENTS WORK TOGETHER TO OVERCOME BARRIERS TO POVERTY - TOGETHER. SINCE THE PANDEMIC, THE PROGRAM HAS EXPANDED TO MULTIPLE PARISHES. HANDICAPABLES PROVIDES PEER SUPPORT, SPIRITUALITY AND ENRICHMENT FOR ADULT DISABLED INDIVIDUALS. VOLUNTEER SERVICES RECRUITS, ONBOARDS AND CONNECTS VOLUNTEERS WITH THE ORGANIZATION'S MULTIPLE VOLUNTEER OPPORTUNITIES. INDIVIDUALS, MANY OF WHOM REPRESENT LOCAL PARISHES AS WELL AS SILICON VALLEY CORPORATIONS, ASSIST US WITH BOTH LONG-TERM AND SHORT-TERM VOLUNTEER COMMITMENTS EVERY YEAR. THEY CONTRIBUTE MORE THAN 11,000 VOLUNTEER HOURS IN TOTAL. CONNECTING THOSE WE SERVE WITH THE LARGER COMMUNITY IS ESSENTIAL TO OUR WORK AND OUR MISSION - AND VOLUNTEERS HELP US TO ACCOMPLISH THIS GOAL. OUTREACH AND COMMUNITY ORGANIZING - PROMOTES PRIMARY PREVENTION THROUGH COMMUNITY ENGAGEMENT ROOTED IN PROMOTORAS (LEADERSHIP DEVELOPMENT AND COMMUNITY-LED WORK) USING THE CONGRESO DEL PUEBLO MODEL. YOUTH EMPOWERED FOR SUCCESS PROVIDES SERVICES TO STRENGTHEN THE RESILIENCE OF YOUTH AND YOUNG ADULTS THROUGH DIFFICULT LIFE CIRCUMSTANCES. PROGRAMS PRIMARILY INCLUDE BEST, THE WASHINGTON UNITED YOUTH CENTER AND SPARTAN-KEYES. BUILDING EVERYONE'S STRENGTHS TOGETHER (BEST) - PROVIDES GANG PREVENTION AND INTERVENTION SERVICES TO AT-RISK YOUTH. THIS PROGRAM WORKS WITH COMMUNITY PARTNERS TO CONDUCT ONGOING PREVENTION/INTERVENTION AND TRUANCY OUTREACH TO IDENTIFY YOUTH WHO EXHIBIT HIGH-RISK BEHAVIORS INCLUDING GANG INVOLVEMENT, CONFLICT/VIOLENCE, SCHOOL ABSENCE AND DROP OUT, SUBSTANCE ABUSE, AND OTHER NEGATIVE BEHAVIORS. WASHINGTON UNITED YOUTH CENTER (WUYC) AND SPARTAN-KEYES YOUTH CENTER - OFFER STRUCTURED AFTER SCHOOL PROGRAMMING AND A CARING ENVIRONMENT TO YOUTH AND THEIR FAMILIES THROUGH RECREATION, GROUP EDUCATIONAL ACTIVITIES AND CULTURAL ENRICHMENT PROGRAMS. ALSO AVAILABLE ARE INFORMATION AND REFERRAL SERVICES FOR FAMILIES IN CRISIS AND LIVING IN POVERTY. ON-SITE SERVICES WERE SUSPENDED IN MARCH 2020 DUE TO THE PANDEMIC. FORM 990, PART VI, SECTION A, LINE 7A THE BISHOP HAS THE POWER TO APPOINT THE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS REVIEWED IN DETAIL BY THE CFO. AFTER ALL QUESTIONS HAVE BEEN RESOLVED, THE CFO PRESENTS THE DRAFT ALONG WITH THE AUDITOR TO THE CEO AND AUDIT COMMITTEE FOR REVIEW, COMMENT, AND FINAL APPROVAL. ONCE ALL OF THE AUDIT COMMITTEE'S QUESTIONS HAVE BEEN RESOLVED, THE REVISED FORM IS PRESENTED TO THE FULL BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY IN JUNE, EACH BOARD MEMBER IS REQUIRED TO COMPLETE A QUESTIONNAIRE AND RETURN IT TO THE BOARD SECRETARY. THE SECRETARY REVIEWS THE FORMS TO VERIFY THAT ALL MEMBERS HAVE COMPLETED AND SIGNED THE FORM. ANY ISSUES NOTED ARE DISCUSSED WITH THE FULL BOARD AND THE APPROPRIATE RESOLUTION DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 15 CEO AND CFO - THE EXECUTIVE BOARD COMMITTEE UTILIZES A VARIETY OF RESOURCES IN DETERMINING THE APPROPRIATE COMPENSATION FOR OFFICERS AND TOP MANAGEMENT, INCLUDING SALARY SURVEYS AND FORMS 990 FROM SIMILAR SIZED AND GEOGRAPHICALLY LOCATED AGENCIES. THE COMMITTEE ALSO CONSIDERS THE INDIVIDUAL'S SPECIFIC SKILLS AND THE NATURE OF THE INDIVIDUAL'S RESPONSIBILITIES. COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE, FOR KEY EMPLOYEES - THE COMPENSATION COMMITTEE UTILIZES THE SAME PROCESSES AS THE OFFICERS AND TOP MANAGEMENT. COMPENSATION IS APPROVED BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC ON THEIR WEBSITE AND UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. CHARITIES HOUSING (UNDER SAME GROUP EXEMPTION) 1400 PARKMOOR AVE SAN JOSE CA 95126 770359848 LOW INCOME HOUSING CA 501(C)(3) LINE 7 N/A 0 DIOCESE OF SAN JOSE 1150 N FIRST ST SAN JOSE CA 95112 942734503 CHURCH CA 501(C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0