2025-02-06T14:20:26-06:00 2024-06-30 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2023-07-01 202901940 CATHOLIC CHARITIES HOUSING SARASOTA INC CATH 9414885581 1000 PINEBROOK ROAD VENICE FL 342856426 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 342856426 210961 0 X WWW.CATHOLICCHARITIESDOV.ORG X 2005 FL CATHOLIC CHARITIES HOUSING SARASOTA, INC. WAS FORMED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA IN DECEMBER 2004, FOR THE PURPOSES OF PROVIDING WORKFORCE HOUSING CONTAINING 12 RENTAL UNITS LOCATED IN SARASOTA, FLORIDA KNOWN AS ST. DOMINIC MANOR AND 14 RENTAL UNITS LOCATED IN SARASOTA, FLORIDA KNOWN AS ST. MONICA RESIDENCE. ST. DOMINIC MANOR AND ST. MONICA RESIDENCE PROVIDE AFFORDABLE HOUSING TO LOW INCOME INDIVIDUALS AND FAMILIES AND ARE BOTH OPERATED IN ACCORDANCE WITH THE NONPROFIT DEVELOPER AGREEMENT COMMUNITY DEVELOPMENT BLOCK GRANT. 6 6 0 3 0 0 36523 27968 153649 176559 1911 3374 5061 3060 197144 210961 0 0 0 0 37590 23369 0 0 0 245619 293522 283209 316891 -86065 -105930 2611000 2508558 3280819 3284307 -669819 -775749 X CATHOLIC CHARITIES HOUSING SARASOTA, INC. WAS FORMED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA IN DECEMBER 2004, FOR THE PURPOSES OF PROVIDING WORKFORCE HOUSING CONTAINING 12 RENTAL UNITS LOCATED IN SARASOTA, FLORIDA KNOWN AS ST. DOMINIC MANOR AND 14 RENTAL UNITS LOCATED IN SARASOTA, FLORIDA KNOWN AS ST. MONICA RESIDENCE. ST. DOMINIC MANOR AND ST. MONICA RESIDENCE PROVIDE AFFORDABLE HOUSING TO LOW INCOME INDIVIDUALS AND FAMILIES AND ARE BOTH OPERATED IN ACCORDANCE WITH THE NONPROFIT DEVELOPER AGREEMENT COMMUNITY DEVELOPMENT BLOCK GRANT. 0 0 266580 176559 CATHOLIC CHARITIES HOUSING SARASOTA, INC. WAS FORMED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA IN DECEMBER 2004, FOR THE PURPOSES OF PROVIDING WORKFORCE HOUSING CONTAINING 12 RENTAL UNITS LOCATED IN SARASOTA, FLORIDA KNOWN AS ST. DOMINIC MANOR AND 14 RENTAL UNITS LOCATED IN SARASOTA, FLORIDA KNOWN AS ST. MONICA RESIDENCE. ST. DOMINIC MANOR AND ST. MONICA RESIDENCE PROVIDE AFFORDABLE HOUSING TO LOW INCOME INDIVIDUALS AND FAMILIES AND ARE BOTH OPERATED IN ACCORDANCE WITH THE NONPROFIT DEVELOPER AGREEMENT COMMUNITY DEVELOPMENT BLOCK GRANT. 266580 1 1 0 0 0 0 0 0 0 0 1 0 1 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 0 0 0 0 0 0 0 0 0 0 0 X 6 6 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 EDUARDO GLORIA FORMER PRESIDENT 1.00 39.00 X 0 156197 21537 CLINT BRANAM FORMER SECRETARY 1.00 39.00 X 0 168573 19774 0 549209 74489 0 1 1 0 0 27968 27968 RENTAL INCOME 531110 176559 176559 176559 3374 3374 TENANT CHARGES 531110 3060 3060 3060 210961 176559 0 6434 18887 2815 16072 3091 3091 1391 1391 14040 14040 165 165 9190 9190 10746 10746 151506 151506 98 98 101323 101323 BAD DEBTS 6454 6454 316891 266580 50311 0 103573 72973 15122 25739 12815 15831 3350821 1107121 2345024 2243700 116005 131640 18461 18675 2611000 2508558 20706 22273 1125 2832 3242977 3242977 16011 16225 3280819 3284307 X -669819 -775749 -669819 -775749 2611000 2508558 -105930 0 X X 0 1 X 1 0 X 77156 39449 39205 36523 27968 220301 141355 141912 156394 153649 176559 769869 218511 181361 195599 190172 204527 990170 0 0 0 990170 252 21 30 1911 3374 5588 252 21 30 1911 3374 5588 9836 1655 4200 5061 3060 23812 228599 183037 199829 197144 210961 1019570 0.97120 0.97250 0.00550 0.00220 X SCHEDULE A, PART III, LINE 12: MISCELLANEOUS INCOME CONSISTS OF TENANT CHARGES AND OTHER RENTAL INCOME ITEMS FOR SERVICES PROVIDED FOR THE CONVENIENCE OF THE TENANTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 413122 413122 2880696 1058482 1822214 57003 48639 8364 2243700 RESERVE REPLACEMENT FUND 131640 C 131640 SECURITY DEPOSITS 16225 16225 X 210961 0 210961 0 210961 316891 0 316891 0 316891 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. 1 0 0 0 0 0 0 0 0 EDUARDO GLORIA FORMER PRESIDENT 0 136017 0 20000 0 180 0 0 0 21537 0 177734 0 0 CLINT BRANAM FORMER SECRETARY 0 100893 0 0 0 67680 0 0 0 19774 0 188347 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 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 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 INC 1000 PINEBROOK ROAD VENICE FL 34285 200487215 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