2025-02-06T14:19:41-06:00 2024-06-30 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2023-07-01 813860984 NEW PARADIGM OF CATHOLIC CHARITIES INC NEWP 9414885581 1000 PINEBROOK ROAD VENICE FL 342856429 CHRISTOPHER ROOT CEO 9414885581 2025-02-04 1 1 JONATHAN B SCOTT P00291986 3178485700 2023 2025-03-06 01:10:19Z CHRISTOPHER ROOT 1000 PINEBROOK ROAD VENICE FL 342856429 270798 0 X WWW.CATHOLICCHARITIESDOV.ORG X 2016 FL TO PROVIDE TRANSITIONAL HOUSING TO AREA FAMILIES THAT ARE AT RISK OF BECOMING HOMELESS AND TO HELP FAMILIES DEVELOP SKILLS NECESSARY TO LIVE AN INDEPENDENT LIFE THROUGH FINANCIAL TRAINING, CREDIT REPAIR SERVICES, COUNSELING, AND PARENTING CLASSES. 5 5 0 3 0 0 0 210623 75824 59209 26793 -78100 2701 966 105318 192698 0 0 0 0 16430 5557 0 0 0 125988 155626 142418 161183 -37100 31515 419980 453904 18252 20661 401728 433243 TO PROVIDE TRANSITIONAL HOUSING TO AREA FAMILIES THAT ARE AT RISK OF BECOMING HOMELESS AND TO HELP FAMILIES DEVELOP SKILLS NECESSARY TO LIVE AN INDEPENDENT LIFE THROUGH FINANCIAL TRAINING, CREDIT REPAIR SERVICES, COUNSELING, AND PARENTING CLASSES. 0 0 142952 59209 AFFORDABLE TRANSITIONAL HOUSING CONTAINING 15 UNITS. TO PROVIDE TRANSITIONAL HOUSING TO AREA FAMILIES THAT ARE AT RISK OF BECOMING HOMELESS AND TO HELP FAMILIES DEVELOP SKILLS NECESSARY TO LIVE AN INDEPENDENT LIFE THROUGH FINANCIAL TRAINING, CREDIT REPAIR SERVICES, COUNSELING, AND PARENTING CLASSES. 142952 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 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 1 0 1 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 X CHRISTOPHER ROOT 9414885581 1000 PINEBROOK ROAD VENICE FL 342856426 CHRISTOPHER ROOT PRESIDENT 1.00 39.00 X X 0 0 0 DR VOLODYMYR SMERYK VICE-PRESIDENT 1.00 9.00 X X 0 0 0 JOE REGO SECRETARY 1.00 39.00 X X 0 0 0 ROBERT WILDERMUTH TREASURER 1.00 39.00 X X 0 111266 18630 CRISTY KING REGIONAL MANAGER 1.00 39.00 X 0 113173 14548 CLINT BRANAM FORMER SECRETARY 1.00 39.00 X 0 168573 19774 EDUARDO GLORIA FORMER PRESIDENT 1.00 39.00 X 0 156197 21537 0 549209 74489 0 1 1 0 0 184150 26473 210623 RENTAL INCOME 531110 59209 59209 59209 78100 -78100 -78100 -78100 TENANT CHARGES 531110 966 966 966 192698 -18891 0 966 4979 256 4723 213 213 365 365 2900 2900 570 570 6315 6315 716 716 3007 3007 119458 119458 14245 14245 BAD DEBTS 8415 8415 161183 142952 18231 0 21932 2210 9068 12893 492119 61785 383475 430334 5505 8467 419980 453904 8047 7945 799 1383 9406 11333 18252 20661 X 0 0 0 0 401728 433243 401728 433243 419980 453904 31515 0 X X 0 1 X 1 0 X 210623 210623 111882 109715 128885 75824 59209 485515 111882 109715 128885 75824 269832 696138 0 0 0 696138 3576 2790 5659 2702 966 15693 115458 112505 134544 78526 270798 711831 0.97800 0.91830 0.00000 X SCHEDULE A, PART III, LINE 12: MISCELLANEOUS INCOME CONSISTS OF TENANT CHARGES, LAUNDRY AND VENDING CHARGES, AND OTHER RENTAL INCOME ITEMS FOR SERVICES PROVIDED FOR THE CONVENIENCE OF THE TENANTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53410 53410 438709 61785 376924 430334 SECURITY DEPOSITS 8467 ACCRUED PROPERTY TAXES 2866 11333 X 270798 0 270798 -78100 -78100 192698 239283 78100 78100 161183 0 161183 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL -78,100. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL 78,100. 1 0 0 0 0 0 0 0 0 CLINT BRANAM FORMER SECRETARY 0 100893 0 0 0 67680 0 0 0 19774 0 188347 0 0 EDUARDO GLORIA FORMER PRESIDENT 0 136017 0 20000 0 180 0 0 0 21537 0 177734 0 0 PART I, LINE 4A CATHOLIC CHARITIES, DIOCESE OF VENICE, INC PAID CLINT BRANAM A SEVERANCE OF $67,600. FORM 990, PART VI, SECTION A, LINE 3 CATHOLIC CHARITIES HOUSING SARASOTA 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 CIOCESE 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 MERGED 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 THE 990 IS REVIEWED BY THE ENTIRE BOARD WHO THEN APPROVES IT FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SENDS OUT BOARD QUESTIONAIRES 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 ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST, AND ITS FINANCIAL STATEMENTS AVAILABLE ON THE WEBSITE OF CATHOLIC CHARITIES DIOCESE OF VENICE AND BY REQUEST. FORM 990, PART XII, 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 CATHOLIC SHARITIES HOUSING INC 1000 PINEBROOK ROAD VENICE FL 34285 200487215 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