2026-02-19T11:23:32-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH ST SUITE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 942479393 CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA CATH 7075288712 987 AIRWAY COURT SANTA ROSA CA 95403 SHAUNA REED CFO 7075288712 2026-02-18 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-02-18 2024 2025-03-06 01:10:19Z X CATHOLIC CHARITIES OF NORTHWEST CALIFORNIA JENNIELYNN HOLMES 987 AIRWAY COURT SANTA ROSA CA 95403 22972628 0 X WWW.CCNWC.ORG X 1979 CA CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA DBA CATHOLIC CHARITIES OF NORTHWEST CALIFORNIA (CATHOLIC CHARITIES) IS ENGAGED IN CHARITABLE ACTIVITIES IN THE ROMAN CATHOLIC DIOCESE OF SANTA ROSA (THE DIOCESE). THE DIOCESE ENCOMPASSES SONOMA, LAKE, MENDOCINO, NAPA, DEL NORTE, AND HUMBOLDT COUNTIES IN NORTHWEST CALIFORNIA. CATHOLIC CHARITIES SERVES OVER 20,000 CHILDREN AND ADULTS ANNUALLY THROUGH SERVICES ACROSS ITS SIX-COUNTY SERVICE AREA, PROVIDING HOUSING AND HOMELESS SERVICES, HEALTH AND FINANCIAL WELLNESS PROGRAMS, SENIOR SERVICES, IMMIGRATION COUNSELING, AND LONG-TERM DISASTER RECOVERY ASSISTANCE. 13 13 257 275 0 0 21452852 18814733 389886 2665643 952416 1156895 831001 289292 23626155 22926563 1374628 1558844 0 0 14371705 15055224 0 0 1513583 10505376 8467753 26251709 25081821 -2625554 -2155258 108390744 61170529 46955709 7270864 61435035 53899665 X CATHOLIC CHARITIES CREATES ACCESS TO OPPORTUNITIES FOR SELF-SUFFICIENCY BY PROVIDING INNOVATIVE AND COMPASSIONATE SERVICES TO PEOPLE OF ALL BACKGROUNDS, BELIEFS, AND CULTURES. 0 0 12296780 177839 2132508 HOMELESSNESS SOLUTIONS PROGRAMS:NIGHTINGALE - NIGHTINGALE PROVIDES RESPITE SHELTER BEDS FOR THOSE WHO ARE EXPERIENCING HOMELESSNESS AND ARE DISCHARGED FROM HOSPITALIZATION. NIGHTINGALE PROGRAMS ARE LOCATED IN SONOMA AND NAPA COUNTIES. THIS PROGRAM IS SUPPORTED BY LOCAL HOSPITALS.FAMILY CENTER - WITH 192 BEDS, THIS SANTA ROSA SHELTER HELPS FAMILIES MOVE FROM HOMELESSNESS TO STABLE HOUSING AS SAFELY AND RAPIDLY AS POSSIBLE. SERVICES INCLUDE HOUSING-FOCUSED CASE MANAGEMENT, SOBRIETY SUPPORT GROUPS, PARENTING SKILLS SUPPORT, MEALS AND CHILDREN'S SERVICES INCLUDING SCHOOL COORDINATION AND CHILDCARE REFERRALS. THE ORGANIZATION HAS A COMMUNITY PARTNERSHIP WITH HEAD START THROUGH SONOMACAN WHO OPERATES AN EARLY EDUCATION PROGRAM FOR CHILDREN AGES 0-5 YEARS.SAMUEL L JONES HALL - THIS PROGRAM IN SANTA ROSA PROVIDES 213 BEDS OF YEAR-ROUND EMERGENCY SHELTER FOR SINGLE ADULTS EXPERIENCING HOMELESSNESS IN A FACILITY OWNED BY THE CITY OF SANTA ROSA. IN ADDITION TO PROVIDING SHELTER, CATHOLIC CHARITIES WORKS CLOSELY WITH COMMUNITY PARTNERS, SO RESIDENTS HAVE ACCESS TO HEALTHCARE, SOBRIETY SUPPORT GROUPS, COUNSELING, AND HOUSING-FOCUSED CASE MANAGEMENT.RAINBOW HOUSE FAMILY SHELTER - LOCATED IN NAPA, RAINBOW HOUSE SERVES FAMILIES EXPERIENCING HOMELESSNESS WITH AT LEAST ONE CHILD UNDER 18, AS WELL AS MOMS IN THEIR THIRD TRIMESTER OF PREGNANCY. CLIENTS ARE REFERRED FROM NAPA COUNTY COORDINATED ENTRY.HOMELESS 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.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. CARITAS HOMES 1 (PHASE ONE) WAS FUNDED, BUILT, AND MANAGED BY THE ORGANIZATION'S NONPROFIT AFFORDABLE HOUSING DEVELOPMENT PARTNER, BURBANK HOUSING DEVELOPMENT CORPORATION. CONSTRUCTION OF CARITAS HOMES 1 (64 UNITS) BEGAN IN FISCAL YEAR 2023 AND OPENED 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.SANTA ROSA COMMUNITY HEALTH (SRCH) - THE ORGANIZATION HAS A COMMUNITY PARTNERSHIP WITH SRCH TO HANDLE THE PRIMARY HEALTH CLINIC AT CARITAS CENTER WHICH OFFERS SERVICES FOR PRIMARY AND PEDIATRIC CARE, WOMEN'S HEALTH SERVICES, AND MORE. 3358688 824537 533135 HOUSING SERVICES: HOUSING COUNSELING - CATHOLIC CHARITIES IS ONE OF ONLY TWO U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD)-CERTIFIED HOUSING COUNSELING AGENCIES IN SONOMA COUNTY THAT PROVIDES COUNSELING ON RENTAL ISSUES, OCCUPANCY PROBLEMS, AND ASSISTANCE WITH SECTION 8 HOUSING.PALMS INN PERMANENT SUPPORTIVE HOUSING - PREVIOUSLY A 104-UNIT MOTEL, THE PALMS INN WAS CONVERTED INTO PERMANENT SUPPORTIVE HOUSING FOR VETERANS AND FOR CHRONICALLY HOMELESS INDIVIDUALS. CATHOLIC CHARITIES PROVIDES SOCIAL SERVICES FOR 44 OF THE UNITS FOR INDIVIDUALS WHO WERE CHRONICALLY HOMELESS AND PROVIDES 24/7 SITE SUPPORT. CATHOLIC CHARITIES LEASES THE PROPERTY.NAPA PERMANENT SUPPORTIVE HOUSING - CATHOLIC CHARITIES PROVIDES ADDITIONAL PERMANENT SUPPORTIVE HOUSING UNITS IN NAPA, CALIFORNIA INCLUDING JEFFERSON PERMANENT SUPPORTIVE HOUSING AND IMOLA HOUSE. 2207026 555038 0 COMMUNITY CONNECTIONS: FINANCIAL STABILITY AND CRISIS RESPONSE (FSCR) - FSCR PROVIDES HEALTH EDUCATION AND ENROLLMENT ASSISTANCE FOR PUBLIC NUTRITION AND MEDICAL BENEFITS IN SONOMA, LAKE, NAPA AND MENDOCINO COUNTIES. SUPPORTING SERVICES INCLUDE FINANCIAL EDUCATION AND COACHING AND COMMUNITY RESOURCE REFERRALS.COMMUNITY FOOD PROGRAM - THE COMMUNITY FOOD PROGRAM DISTRIBUTES FREE FOOD TO LOW-INCOME MEMBERS OF THE COMMUNITY AT SITES THROUGHOUT SONOMA AND LAKE COUNTIES. THE PROGRAM DISTRIBUTES OVER 300,000 MEALS ANNUALLY.WILDFIRE RECOVERY DISASTER CASE MANAGEMENT (DCM) - FOCUSED ON LONG TERM RECOVERY FOR THOSE AFFECTED BY WILDFIRES IN SONOMA, LAKE, MENDOCINO AND NAPA COUNTIES. THE AGENCY BEGAN PROVIDING THESE SERVICES AFTER DEVASTATING FIRES IN LAKE COUNTY IN 2015 AND EXPANDED THE PROGRAM SIGNIFICANTLY AFTER THE 2018 FIRESTORMS IN NAPA AND SONOMA COUNTIES. DCM ASSISTS INDIVIDUAL COMMUNITY MEMBERS MAKE A FULL RECOVERY BY PROVIDING SERVICES WITH PARTNERING AGENCIES. DCM PROVIDES CASE MANAGEMENT SERVICES FOR LOCATING PERMANENT HOUSING AND RETURNING TO THE PRE-DISASTER HOUSING STATUS.SENIOR SERVICES - THE CARING RIDES PROGRAM PROVIDES FREE TRANSPORTATION FOR SENIORS NO LONGER ABLE TO DRIVE SO THEY CAN ACCESS MEDICAL APPOINTMENTS, ATTEND TO GROCERY SHOPPING, AND OTHER ERRANDS. CARING VOICES VOLUNTEERS MAKE DAILY TELEPHONE CALLS TO SENIORS AND OTHER HOMEBOUND ADULTS TO ENSURE CLIENTS ARE WELL. 1190530 1430 0 IMMIGRATION:IMMIGRATION LEGAL SERVICES - THE FEDERAL DEPARTMENT OF JUSTICE ACCREDITS THE CATHOLIC CHARITIES' IMMIGRATION OFFICE AND STAFF WHO PROVIDE FREE OR LOW-COST IMMIGRATION LEGAL CONSULTATIONS AND EDUCATION ON IMMIGRATION BENEFITS AND NEW FEDERAL LAWS, REUNITE FAMILIES, HELP INDIVIDUALS BECOME U.S. CITIZENS, ASSIST IMMIGRANT VICTIMS OF DOMESTIC VIOLENCE AND HUMAN TRAFFICKING, AND EMPOWER IMMIGRANTS TO BECOME MORE FULLY INVOLVED IN CIVIC LIFE. ONE OF THE LARGEST PROVIDERS OF IMMIGRATION SERVICES IN CALIFORNIA, CATHOLIC CHARITIES MAINTAINS A STAFF THAT INCLUDES 10 OR MORE ACCREDITED AGENTS, AND PROVIDES 3,000 SERVICES ANNUALLY. 1190530 1430 0 19053024 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 127 0 1 257 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SHAUNA REED 7075288712 987 AIRWAY COURT SANTA ROSA CA 95403 THE MOST REV ROBERT F VASA CHAIRMAN 2.00 40.00 X X 0 0 0 TONY HILDESHEIM PRESIDENT 2.00 0.00 X X 0 0 0 JAMES NANTELL VICE PRESIDENT (THROUGH 2/2025) 2.00 0.00 X X 0 0 0 PENNY CLEARY VICE PRESIDENT (START 2/2025) 2.00 0.00 X X 0 0 0 DENNIS HARTER TREASURER 2.00 0.00 X X 0 0 0 CATHERINE TRIONE SECRETARY (THROUGH 2/2025) 2.00 0.00 X X 0 0 0 SANTIAGO RAMIREZ SECETARY (START 2/2025) 2.00 0.00 X X 0 0 0 DALE FLOWERS TRUSTEE 2.00 0.00 X 0 0 0 SUE GALLAGHER TRUSTEE 2.00 0.00 X 0 0 0 LEN MARABELLA TRUSTEE 2.00 2.00 X 0 0 0 JOAN MAXWELL TRUSTEE 2.00 2.00 X 0 0 0 ELIZABETH PERALTA TRUSTEE 2.00 0.00 X 0 0 0 BETH RYAN TRUSTEE 2.00 0.00 X 0 0 0 MIKE SULLIVAN TRUSTEE 2.00 0.00 X 0 0 0 DAVE WEBER TRUSTEE 2.00 0.00 X 0 0 0 JENNIELYNN HOLMES CHIEF EXECUTIVE OFFICER 40.00 0.00 X 181229 0 9965 SHAUNA REED CHIEF FINANCIAL OFFICER 40.00 0.00 X 171938 0 1575 CAREY DOUGHERTY CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 143136 0 18179 MATT VERSCHEURE CHIEF PROGRAM OFFICER 40.00 0.00 X 150597 0 8353 ALAN FINNIE CHIEF ADMINISTRATIVE OFFICER 40.00 0.00 X 69153 0 0 SERENE COOPER DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 119278 0 18457 DANIEL CROWELL CONTROLLER 40.00 0.00 X 130382 0 5376 MARGARET PETTIBONE MAJOR GIFTS OFFICER 40.00 0.00 X 123372 0 19434 LASETTE WELLEN DIRECTOR, FUNDING PARTNERSHIPS 40.00 0.00 X 114005 0 18385 DINA LOPEZ DIRECTOR OF IMMIGRATION 40.00 0.00 X 121416 0 20008 1324506 0 119732 10 0 1 0 0 207796 13226420 5380517 278256 18814733 PROGRAM SERVICE FEES 541900 2132508 2132508 PROGRAM RENTAL INCOME 624200 533135 533135 2665643 1156895 1156895 39330 207796 46065 -6735 -6735 MISCELLANEOUS REVENUE 900099 296027 296027 296027 22926563 2665643 0 1446187 1558844 1558844 873908 160955 537246 175707 10852976 8218362 1814025 820589 427736 315310 86986 25440 1895121 1637792 141131 116198 1005483 660753 266050 78680 183752 5278 178402 72 224964 224964 866517 580980 254466 31071 60175 13443 3053 43679 1122130 1023639 45961 52530 304692 191956 96336 16400 3492373 3318329 141801 32243 65818 45392 11895 8531 76752 30917 36600 9235 212030 212030 338465 222623 115842 232517 109799 115503 7215 EQUIPMENT RENT & MAINT. 394115 387292 4453 2370 DUES AND SUBSCRIPTIONS 331462 48415 206450 76597 DONATED SUPPLIES & FOOD 118403 117588 0 815 TAXES & LICENSES 47093 42198 4730 165 396495 363159 17290 16046 25081821 19053024 4515214 1513583 9547238 1217074 2059605 5664903 4139565 4037893 465815 40583 28774900 28774900 45669 8146 13158733 4512459 51467169 8646274 11312169 12277261 578614 503495 108390744 61170529 3462530 3117577 2127754 1145733 40906739 2587104 458686 420450 46955709 7270864 X 57894007 51580665 3541028 2319000 61435035 53899665 108390744 61170529 -2155258 56969 -5437081 0 X 0 1 X 1 1 1 X 35792137 37274423 34443485 21452852 18814733 147777630 35792137 37274423 34443485 21452852 18814733 147777630 5091211 142686419 115756 318721 395591 940536 1156895 2927499 98439 9078 196350 296027 599894 151305023 8730923 0.94300 0.94780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 438886 292079 73963 804928 452162 66957 80233 438886 404100 48062 452162 460392 -56292 404100 362620 97772 460392 0.00000 0.72174 0.27826 1 0 2785061 2785061 9115823 4121320 4994503 479352 386204 93148 778497 4935 773562 8646274 OPERATING LEASE OBLIGATIONS 285786 FINANCE LEASE OBLIGATIONS 123176 SECURITY DEPOSITS 11488 420450 X PART V, LINE 4: ENDOWMENT EARNINGS ARE USED TO SUSTAIN THE ORGANIZATION'S CORE PROGRAMS, INCLUDING SERVICES FOR INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS, AFFORDABLE AND SUPPORTIVE HOUSING PROGRAMS, SENIOR SERVICES, IMMIGRATION LEGAL SERVICES, FINANCIAL STABILITY AND CRISIS RESPONSE, COMMUNITY FOOD DISTRIBUTION, AND OTHER ASSISTANCE FOR VULNERABLE COMMUNITY MEMBERS. PART X, LINE 2: CATHOLIC CHARITIES AND CARITAS ARE QUALIFIED ORGANIZATIONS EXEMPT FROM FEDERAL INCOME TAXES AND STATE FRANCHISE TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND SECTION 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, 2025, 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 CONSOLIDATED FINANCIAL STATEMENTS. CATHOLIC CHARITIES AND CARITAS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. BELONGING 247126 207796 39330 4530 1704 27780 7020 5031 247126 207796 39330 4530 1704 27780 7020 5031 46065 -6735 1 RENTAL ASSISTANCE 1023 1175615 FINANCIAL ASSISTANCE 629 382209 BASIC NEEDS ASSISTANCE 15 1020 PART I, LINE 2: CATHOLIC CHARITIES OF NORTHWEST CALIFORNIA OFFERS VARIOUS INDIVIDUAL GRANTS AS A PART OF ITS PROGRAMMATIC WORK. FOR RENTAL AND UTILITIES ASSISTANCE, COPIES OF RENTAL AND UTILITY BILLS ARE REQUESTED, AND GRANTEES MUST PRESENT A FORM OF ID WHICH IS USED AS VERIFICATION AND INCLUDED WITH THEIR APPLICATION. APPLICATIONS ARE REVIEWED BY A COMMITTEE OF AT LEAST 3 STAFF MEMBERS, AND MUST BE APPROVED BY AT LEAST 2 STAFF MEMBERS TO BE SUBMITTED WITH A CHECK REQUEST; RECORDS ARE KEPT FOR 10 YEARS. CATHOLIC CHARITIES OF NORTHWEST CALIFORNIA'S JUBILEE CENTER ALSO PROVIDES VARIOUS GIFT CARDS TO QUALIFIED INDIVIDUALS; A MONTHLY LOG IS MAINTAINED THAT INCLUDES THE CLIENT'S NAME, AND THE REASON THE GIFT CARD WAS OBTAINED. FOR DISTRIBUTION OF BASIC NEEDS (I.E. FOOD), THE ORGANIZATION MAINTAINS A CALFRESH SIGN-IN SHEET, CALFRESH APPLICATIONS, AND REGISTRATION SHEETS AT FOOD DISTRIBUTION SITES. X X 0 0 0 0 0 0 0 0 0 JENNIELYNN HOLMES CHIEF EXECUTIVE OFFICER 181229 0 0 0 0 0 9965 0 0 0 191194 0 0 0 SHAUNA REED CHIEF FINANCIAL OFFICER 171938 0 0 0 0 0 1575 0 0 0 173513 0 0 0 CAREY DOUGHERTY CHIEF DEVELOPMENT OFFICER 143136 0 0 0 0 0 5603 0 12576 0 161315 0 0 0 MATT VERSCHEURE CHIEF PROGRAM OFFICER 150597 0 0 0 0 0 8353 0 0 0 158950 0 0 0 X 8 159853 FAIR MARKET VALUE X SUPPLIES & EQUIPMENT 90 118403 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) ON SCHEDULE M, PART I, COLUMN (B). PART I, LINE 32B: THE ORGANIZATION ACCEPTS VEHICLE DONATIONS THROUGH CHARITABLE ADULT RIDES & SERVICES (CARS) LOCATED AT 4669 MURPHY CANYON ROAD, SAN DIEGO, CA 92123. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE SOLE MEMBER: THE INCUMBENT ROMAN CATHOLIC BISHOP OF THE DIOCESE OF SANTA ROSA. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ELECT INDIVIDUAL DIRECTORS FOR ALL EXPIRED TERMS AND VACANCIES; HOWEVER, ALL PERSONS NOMINATED AS DIRECTORS ARE APPROVED BY THE BISHOP OF THE DIOCESE SANTA ROSA. FORM 990, PART VI, SECTION A, LINE 7B THE APPROVAL OF THE INCUMBENT ROMAN CATHOLIC BISHOP OF THE DIOCESE OF SANTA ROSA (THE ORGANIZATION'S SOLE MEMBER) IS REQUIRED TO DISSOLVE THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT AND REVIEWED BY MANAGEMENT; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, MEMBERS OF THE BOARD OF DIRECTORS AND EMPLOYEES SUBMIT TO THE ADMINISTRATIVE SERVICES MANAGER A DISCLOSURE FORM IDENTIFYING ANY CIRCUMSTANCES WHICH COULD CONTRIBUTE TO A CONFLICT OF INTEREST. THE ADMINISTRATION SERVICES MANAGER REVIEWS THE DISCLOSURE AND MAKES IT KNOWN TO THE CHIEF EXECUTIVE OFFICER WITH A RECOMMENDATION FOR APPROPRIATE ACTION. THE CHIEF EXECUTIVE OFFICER SUBMITS ANNUALLY TO THE BOARD OF DIRECTORS A REPORT ON CONFLICT OF INTEREST EPISODES. PRIOR TO ANY ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A BOARD MEMBER OR EMPLOYEE HAVING A CONFLICT OF INTEREST SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CONFLICTED INDIVIDUAL DOES NOT PARTICIPATE IN OR HEAR THE BOARD OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE THE MATERIAL FACTS AND TO RESPOND TO QUESTIONS, AND IS NOT PERMITTED TO VOTE ON THE CONTRACT OR TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO AND CFO ARE DETERMINED BY THE BOARD OF DIRECTORS, WHO UTILIZE PUBLICLY AVAILABLE THIRD-PARTY MARKET RATE DATA (OBTAINED EVERY THREE YEARS) AS WELL AS PERFORMANCE TO DETERMINATE APPROPRIATE AND REASONABLE COMPENSATION. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY INDEPENDENT EXECUTIVE TEAM MEMBERS WHO OBTAIN THIRD-PARTY MARKET RATE DATA (OBTAINED EVERY THREE YEARS) AS WELL AS PERFORMANCE TO DETERMINE APPROPRIATE AND REASONABLE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. CARITAS HOMES ONE LLC 987 AIRWAY COURT SANTA ROSA CA 95403 931387583 HOLD LOW-INCOME HOUSING PARTNERSHIP INTEREST CA 0 0 CATHOLIC CHARITIES OF NORTHWEST CALIFORNIA THE ROMAN CATHOLIC BISHOP OF SANTA ROSA 985 AIRWAY COURT SANTA ROSA CA 95403 941530038 RELIGIOUS CA 501(C)(3) LINE 1 N/A 0 DIOCESE OF SANTA ROSA PO BOX 1297 SANTA ROSA CA 95402 942509590 RELIGIOUS CA 501(C)(3) LINE 1 N/A 0 CARITAS CENTER QALICB 987 AIRWAY COURT SANTA ROSA CA 95403 854085935 MAINTAIN AND OPERATE PROPERTY ON BEHALF OF CCNWC CA 501(C)(3) LINE 12C, III-FI N/A 0 CARITAS HOMES PHASE I LP 1425 CORPORATE CENTER PKWY SANTA ROSA CA 95407 844694743 LOW-INCOME HOUSING CA CARITAS HOMES ONE LLC RELATED -129 8385089 0 1 0.00010 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 0