2026-03-23T11:37:35-05:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 3001 SUMMER STREET 5TH FLOOR EAST STAMFORD CT 06905 990 2024-07-01 472207552 ST CATHERINE CENTER FOR SPECIAL NEEDS INC STCA 2035405381 760 TAHMORE DRIVE FAIRFIELD CT 06825 LAURA GROZIER EXECUTIVE DIRECTOR 2035405381 2026-03-23 1 1 GARRETT M HIGGINS P00543209 2033232400 2026-03-23 2024 2025-03-06 01:10:19Z LAURA GROZIER 760 TAHMORE DRIVE FAIRFIELD CT 06825 4112349 0 0928 X WWW.STCATHERINECENTER.ORG X 2014 CT TO FOSTER THE EDUCATIONAL, SPIRITUAL & SOCIAL WELL BEING OF INDIVIDUALS WITH DISABILITIES. 17 17 45 40 0 0 3431149 3055587 428443 370845 152660 268852 -12712 19220 3999540 3714504 220700 220768 0 0 2091342 2141114 0 0 70131 843098 986000 3155140 3347882 844400 366622 14349270 14868234 1346876 1387228 13002394 13481006 X THE MISSION OF THE CENTER IS AS FOLLOWS:(A) TO OPERATE, OVERSEE, ADMINISTER, MANAGE AND SUPERVISE THE ASSETS AND ACTIVITIES OF SAINT CATHERINE CENTER FOR SPECIAL NEEDS, INC. AND, INCLUDING BUT NOT LIMITED TO, THE ASSETS AND ACTIVITIES OF SAINT CATHERINE ACADEMY IN FAIRFIELD CONNECTICUT;(B) TO ENSURE A MULTI-DISCIPLINARY, STRUCTURED, RELATIONSHIP-BASED AND INDIVIDUALIZED PROGRAMS FOR INDIVIDUALS WITH DISABILITIES;(C) TO MANAGE AND OVERSEE THE UNIFIED PASTORAL, SPIRITUAL AND EDUCATIONAL SUPPORT FOR INDIVIDUALS WITH DISABILITIES LOCATED WITHIN THE DIOCESE;(D) TO SUPPORT THE RELIGIOUS, CHARITABLE, EDUCATIONAL, APOSTOLIC ACTIVITIES, MINISTRIES AND CATHOLIC MISSION OF THE DIOCESE AS IT RELATES TO PEOPLE WITH DISABILITIES. 0 0 2944596 220768 370845 THE CENTER PROVIDES PROGRAMS AND RESOURCES TO SUPPORT THE EDUCATIONAL, SPIRITUAL AND SOCIAL WELL-BEING OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. SAINT CATHERINE ACADEMY, ONE OF THE PROGRAMS WITHIN THE CENTER'S STRUCTURE, IS A STATE APPROVED, SPECIAL EDUCATION SCHOOL WITH AN ENROLLMENT OF 14 STUDENTS WHO HAVE A VARIETY OF DISABILITIES. THE CENTER ALSO RUNS AN ADULT DAY PROGRAM FOR THE CT DEPARTMENT OF DEVELOPMENTAL DISABILITIES WITH AN ENROLLMENT OF 24 ADULTS. 2944596 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 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 0 1 0 0 0 1 15 0 45 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 X X LAURA GROZIER 2035405381 760 TAHMORE DRIVE FAIRFIELD CT 06825 MICHAEL LABELLA CHAIR 2.50 X X 0 0 0 DIANE AURAY VICE CHAIR 2.50 X X 0 0 0 MICHELLE RIVELLI SECRETARY 2.00 X X 0 0 0 KATHY OLSEN TREASURER 2.50 X X 0 0 0 CHARLES F CHIUSANO DIRECTOR 2.00 X 0 0 0 STEVW DONAHUE DIRECTOR 2.00 X 0 0 0 JERRY HEMENWAY DIRECTOR 2.00 X 0 0 0 EDWARD LENARD DIRECTOR 2.00 X 0 0 0 KELLEEN LUFF WELDON DIRECTOR 2.00 X 0 0 0 ANTHONY MINOPOLI DIRECTOR 2.50 X 0 0 0 JOSEPH SINDELAR DIRECTOR 2.50 X 0 0 0 DANIEL SMITH DIRECTOR 2.50 X 0 0 0 DAVID STOWE DIRECTOR 2.50 X 0 0 0 STACIE STUEBER DIRECTOR 2.00 X 0 0 0 THOMAS VITA DIRECTOR 2.00 X 0 0 0 MONSIGNOR ROBERT WEISS DIRECTOR 2.00 X 0 0 0 SARA ZAGRODZKY DIRECTOR 2.00 X 0 0 0 LAURA GROZIER EXECUTIVE DIRECTOR 50.00 X 128549 0 36658 128549 0 36658 1 0 1 0 TOMLINSON HAWLEY PATTERSON 2225 RESERVOIR AVENUE TRUMBULL CT 06611 CONSTRUCTION SERVICES 728331 REHABILITATION ASSOCIATES OF CONNECTICUT 1931 BLACK ROCK TNPKE FAIRFIELD CT 06825 THERAPY SERVICES 167336 2 201260 222608 2309010 322709 3055587 TUITION AND FEES 611110 370845 370845 370845 176136 176136 409550 21506 295563 42777 113987 -21271 92716 92716 78150 201260 59505 18645 18645 MISC. INCOME 900099 575 575 575 3714504 370845 0 288072 220768 220768 175705 87853 65011 22841 1474647 1350729 100520 23398 57641 54083 1911 1647 324157 291780 29811 2566 108964 94315 12159 2490 46175 46175 172776 163735 8517 524 2485 1324 1094 67 47747 25415 10603 11729 42028 40938 1027 63 100677 98085 2592 41380 41380 308746 294544 14202 32718 32071 647 REPAIRS AND MAINTENANCE 81018 74040 4450 2528 BAD DEBT EXPENSE 40572 9572 31000 PROGRAM ACTIVITIES 31742 31742 TEXTBOOKS & SUPPLIES 29304 26099 927 2278 8632 6123 2509 3347882 2944596 333155 70131 374972 314505 2340485 1010145 527014 162434 124805 182758 887 3000 8222498 1603426 6750652 6619072 2834477 4836273 192768 539544 1203210 1200503 14349270 14868234 118161 119164 4890 45345 1223825 1222719 1346876 1387228 X 12027653 12617448 974741 863558 13002394 13481006 14349270 14868234 366622 111990 0 X X 0 1 X 1 0 X 6848132 4243760 3330225 3431149 3055587 20908853 6848132 4243760 3330225 3431149 3055587 20908853 569966 20338887 56868 51980 93196 135374 176136 513554 221 18645 18866 264 58276 878 413 575 60406 21501679 1390060 0.94590 0.93650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2021 AMOUNT: $ 58,031. MISC INCOME - 2020 AMOUNT: $ 264. 2021 AMOUNT: $ 245. 2022 AMOUNT: $ 878. 2023 AMOUNT: $ 413. 2024 AMOUNT: $ 575. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 585875 60880 646755 525704 60171 585875 493880 31824 525704 554734 -60854 493880 53849 500000 885 554734 0.00000 1.00000 0.00000 0 0 7100460 1063116 6037344 707752 287056 420696 414286 253254 161032 6619072 OPERATING LEASE RIGHT-OF-USE ASSET 1200503 1200503 OPERATING LEASE LIABILITY 1222719 1222719 X 3665231 111990 59505 171495 3493736 220768 220768 3714504 3186619 59505 59505 3127114 220768 220768 3347882 PART V, LINE 4: THE CENTER'S ENDOWMENT CONSISTS OF A DONOR-RESTRICTED AND BOARD-DESIGNATED ENDOWMENT FUND FOR SCHOLARSHIPS. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS HELD THAT RELIGIOUS INSTITUTIONS OPERATED, SUPERVISED OR CONTROLLED BY THE ROMAN CATHOLIC CHURCH IN THE UNITED STATES APPEARING IN "THE OFFICIAL CATHOLIC DIRECTORY" ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3). THE CENTER IS LISTED IN THE OFFICIAL CATHOLIC DIRECTORY AND THEREFORE IS EXEMPT FROM INCOME TAX. THE CENTER HAS ELECTED TO FILE INTERNAL REVENUE SERVICE FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. THE CENTER RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED AND, ACCORDINGLY, BELIEVES THAT INCOME TAX POSITIONS ARE CONSISTENT WITH ITS EXEMPTION. THE CENTER IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS SPECIAL EVENTS EXPENSES TO PART VIII, LINE 8B 59,505. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID SHOWN NET OF REVENUE ON FINANCIAL STATEMENTS 220,768. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS SPECIAL EVENTS EXPENSES TO PART VIII, LINE 8B 59,505. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID SHOWN NET OF REVENUE ON FINANCIAL STATEMENTS 220,768. BENEFIT GALA 279410 201260 78150 1895 38790 18820 279410 201260 78150 1895 38790 18820 59505 18645 1 NEED-BASED FINANCIAL AID 4 220768 PART I, LINE 2: THE CENTER GRANTS FINANCIAL AID AWARDS TO STUDENTS WHO DEMONSTRATE FINANCIAL NEED. STUDENTS SEEKING AID ARE REQUIRED TO COMPLETE THE FINANCIAL AID FORM. THE CENTER USES THIS FORM IN DETERMINING THE AMOUNT OF EACH STUDENT'S FINANCIAL AID AWARD. THE STUDENT'S TUITION BILL IS REDUCED BY THE AMOUNT OF THE FINANCIAL AID AWARD. NO AMOUNTS ARE PAID OUT TO THE INDIVIDUALS DIRECTLY. 0 0 0 0 0 0 0 1 0 LAURA GROZIER EXECUTIVE DIRECTOR 123449 0 5100 0 0 0 3740 0 32918 0 165207 0 0 0 PART I, LINE 7 THE ORGANIZATION AWARDED DISCRETIONARY BONUS TO EXECUTIVE DIRECTOR BASED ON THE PERFORMANCE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A SINGLE CLASS OF MEMBERS. THE MEMBERS CONSIST OF: 1) THE PERSON HOLDING THE OFFICE OF BISHOP OF THE ROMAN CATHOLIC DIOCESE OF BRIDGEPORT, CONNECTICUT; 2) THE VICAR GENERAL OF THE DIOCESE; 3) THE SECRETARY FOR CATHOLIC EDUCATION AND FAITH FORMATIONS OF THE DIOCESE; AND 4) OTHER SUCH PERSONS AS APPOINTED BY THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS ARE ELECTED BY THE MEMBERS OF THE ORGANIZATION AT THE ANNUAL MEETING OF THE MEMBERS. DIRECTORS ARE ELECTED BY A PLURALITY OF THE VOTES CAST BY THE MEMBERS ENTITLED TO VOTE AT THE ANNUAL MEETING. DIRECTORS MAY BE REMOVED FROM OFFICE AT ANY TIME WITH OR WITHOUT CAUSE BY A MAJORITY VOTE OF THE MEMBERS, AND WITH THE CONSENT OF THE BISHOP, AT A MEETING OF THE MEMBERS CALLED FOR THAT PURPOSE. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE ORGANIZATION HAVE THE AUTHORITY OVER THE FOLLOWING ACTIONS AND, WITH RESPECT TO SUCH ACTIONS, DO NOT DELEGATE ANY DECISION MAKING AUTHORITY TO THE BOARD OF DIRECTORS: (A) THE ALTERATION, MODIFICATION, DEVIATION OR ADJUSTMENT OF THE PURPOSE AND MISSION OF THE ORGANIZATION. (B) THE APPROVAL OF THE DIRECTORS OF THE ORGANIZATION AND THE REMOVAL OF DIRECTORS AT ANY TIME WITH OR WITHOUT CAUSE. (C) THE MERGER OR CONSOLIDATION OF THE ORGANIZATION WITH ANY OTHER NONSTOCK CORPORATION, RELIGIOUS CORPORATION OR OTHER ENTITY. (D) THE APPROVAL OF THE APPOINTMENT AND REMOVAL OF THE OFFICERS OF THE ORGANIZATION. (E) THE APPROVAL OF ANY VOLUNTARY FILING OR CONSENT TO ANY INVOLUNTARY FILING AGAINST THE ORGANIZATION UNDER ANY BANKRUPTCY OR INSOLVENCY LAW, OR A GENERAL ASSIGNMENT FOR THE BENEFIT OF CREDITORS, OR THE ADMISSION THAT THE ORGANIZATION CANNOT PAY ITS DEBTS AS THEY BECOME DUE. (F) THE DETERMINATION WHETHER ANY PROPOSAL OR ACTION OF THE BOARD OF DIRECTORS IS IN CONFORMITY WITH CATHOLIC DOCTRINE, THE LAWS, REGULATIONS AND TEACHINGS OF THE ROMAN CATHOLIC CHURCH AND THE DIOCESE, INCLUDING WITHOUT LIMITATION THE PROVISIONS OF THE CODE OF CANON LAW, ALL AS INTERPRETED AND DECIDED BY THE BISHOP OF THE DIOCESE. THE BYLAWS MAY BE ALTERED, AMENDED, ADDED TO, OR REPEALED BY THE AFFIRMATIVE VOTE OF A TWO-THIRDS VOTE OF THE DIRECTORS ENTITLED TO VOTE, WITH THE CONSENT OF A MAJORITY OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER, AND SENT TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO ANNUALLY DISLCOSE POTENTIAL CONFLICTS OF INTERESTS. BOARD MEMBERS AND OFFICERS REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN CONFLICT OF INTEREST DISCLOSURE STATEMENTS AS ACCEPTANCE OF THE POLICY. RECUSALS FROM VOTES AS A RESULT OF A PERCEIVED CONFLICT ARE DOCUMENTED IN THE BOARD MINUTES. THE CONFLICT OF INTEREST POLICY IS DISCUSSED AT OPENING MEETINGS. THE BOARD SELF MONITORS FOR CONFLICTS OF INTEREST. HOWEVER, IF NECESSARY, THE CHAIRMAN OF THE BOARD AND THE EXECUTIVE DIRECTOR MEET WITH THE BOARD MEMBER INVOLVED IN A PERCEIVED CONFLICT AND ISSUE A RULING ON WHETHER OR NOT A CONFLICT OF INTEREST IS PRESENT. FOR EMPLOYEES AND STAFF, IF A PERCEIVED CONFLICT ARISES THE EXECUTIVE DIRECTOR MEETS WITH THE STAFF PERSON INVOLVED IN THE PERCEIVED CONFLICT AND WILL ISSUE A RULING ON WHETHER OR NOT A CONFLICT OF INTEREST IS PRESENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR BASED ON COMPARABLE POSITIONS IN THE REGION. A REVIEW OF COMPENSATION OCCURS FIRST BY THE FINANCE COMMITTEE OF THE BOARD WHO LATER PRESENT THEIR RECOMMENDATIONS TO THE FULL BOARD FOR DISCUSSION AND APPROVAL. THIS IS DOCUMENTED IN THE BOARD MINUTES. A REVIEW LAST OCCURRED IN SEPTEMBER 2024. FORM 990, PART VI, SECTION C, LINE 19 THE CENTER MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FURTHERMORE, THE FORM 990 AND FINANCIAL STATEMENTS ARE POSTED ON THE CENTER'S WEBSITE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A FINANCE COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION 238 JEWETT AVENUE BRIDGEPORT CT 06606 060737923 RELIGIOUS CT 501(C)(3) LINE 1 N/A 0 HOLY CROSS CHURCH 750 TAHMORE DRIVE FAIRFIELD CT 06825 060653057 RELIGIOUS CT 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0 GRANT C 222608 ACTUAL FORM 990, SCHEDULE R, PART II: THE ORGANIZATION IS A SUBORDINATE ORGANIZATION UNDER THE GROUP EXEMPTION FOR THE UNITED STATES COUNCIL OF CATHOLIC BISHOPS (GEN #0928) AND IDENTIFICATION OF OTHER SUBORDINATE ORGANIZATIONS IS NOT REQUIRED. HOWEVER, AS A MATTER OF GENERAL DISCLOSURE, THE ORGANIZATION IS RELATED TO THE BRIDGEPORT ROMAN CATHOLIC DIOCESAN CORPORATION AND HOLY CROSS CHURCH.