2026-02-27T10:16:43-06:00 2025-06-30 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2024-07-01 592473176 CATHOLIC CHARITIES DIOCESE OF VENICE INC CATH 9414849543 1000 PINEBROOK RD VENICE FL 342842116 CHRISTOPHER M ROOT CEO 9414849543 2026-02-19 1 1 BRIAN SIMMONS P00360690 9413654617 2024 2025-03-06 01:10:19Z CHRISTOPHER M ROOT 1000 PINEBROOK RD VENICE FL 342842116 15985726 0 X WWW.CATHOLICCHARITIESDOV.ORG X 1984 FL IN DEVOTION AND ADHERENCE TO THE TEACHINGS OF JESUS CHRIST AND THE CATHOLIC CHURCH, WE SEEK TO SERVE AND EMPOWER ALL IN NEED REGARDLESS OF RACE, NATIONALITY OR CREED. 11 11 137 274 0 0 12218216 12899783 581375 413051 145611 283800 1163336 1620379 14108538 15217013 4174549 3652943 0 0 7692922 7651866 0 0 365117 4491847 4175841 16359318 15480650 -2250780 -263637 16426276 17326857 601678 1755524 15824598 15571333 IN DEVOTION AND ADHERENCE TO THE TEACHINGS OF JESUS CHRIST AND THE CATHOLIC CHURCH, WE SEEK TO SERVE AND EMPOWER ALL IN NEED REGARDLESS OF RACE, NATIONALITY OR CREED. 0 0 8530290 2950934 196032 DIRECT ASSISTANCE & SOCIAL SERVICES: CATHOLIC CHARITIES DIOCESE OF VENICE, INC. STRIVES TO HELP STRUGGLING INDIVIDUALS AND FAMILIES FIND STABILITY THROUGH A VARIETY OF DIRECT ASSISTANCE AND SOCIAL SERVICE PROGRAMS. THEY INCLUDE HURRICANE DISASTER RELIEF EFFORTS, AFFORDABLE HOUSING, CASEWORK SERVICES/NEEDS ASSESSMENT, CLOTHING BANK, DISASTER PREPAREDNESS AND RESPONSE, DISTRIBUTION OF FEMA FUNDS, ELDERLY SERVICES, FARM WORKER HOUSING, FINANCIAL ASSISTANCE, FOOD ASSISTANCE, FOOD PANTRY, FOOD STAMPS/MEDICAID APPLICATIONS, HIV/AIDS SUPPORT SERVICES, HIV/AIDS HOUSING, ANTI-HUMAN TRAFFICKING PROGRAM, INFANT/TODDLER SUPPLIES, RESIDENTIAL PROGRAM FOR MOTHERS AND CHILDREN, SOUP KITCHEN, AND VETERANS HOUSING. CATHOLIC CHARITIES ASSISTS CLIENTS TO ACHIEVE ECONOMIC INDEPENDENCE AND SELF-SUFFICIENCY. 2665453 634818 102355 RAPID RE-HOUSING AND FAMILY HOUSING ASSISTANCE: CATHOLIC CHARITIES DIOCESE OF VENICE, INC. HOUSING PROGRAMS, INCLUDING RAPID RE-HOUSING AND FAMILY HAVEN, HELPS PREVENT HOMELESSNESS FOR INDIVIDUALS AND FAMILIES BY PROVIDING TEMPORARY TO LONG TERM HOUSING ASSISTANCE TO HELP TRANSITION OUR CLIENTS TO MORE STABLE LIVING ARRANGEMENTS AND AVOID HOMELESSNESS. CATHOLIC CHARITIES PROVIDES CLIENTS THE OPPORTUNITY TO ACHIEVE THEIR FULL POTENTIAL AND CLAIM THEIR OWN PERSONAL SENSE OF PRIDE AND DIGNITY. 2592571 67191 114664 COUNSELING & EDUCATION SERVICES: CATHOLIC CHARITIES DIOCESE OF VENICE, INC. OPERATES COUNSELING AND EDUCATION PROGRAMS AND SERVICES THAT PROVIDE FAMILIES AND INDIVIDUALS WITH THE SUPPORT NECESSARY FOR GOOD HEALTH AND ACADEMIC ACHIEVEMENT. THEY INCLUDE AFTER-SCHOOL PROGRAM, AFTER-SCHOOL READING PROGRAM, AFTER-SCHOOL TUTORING PROGRAM, COUNSELING SERVICES, DAY CARE CENTER, EARLY LEARNING CENTER, ENGLISH CLASSES, SCHOOL ON WHEELS PROGRAM, SUMMER YOUTH PROGRAM, TUTORING, AND YOUTH MENTORING PROGRAMS. CATHOLIC CHARITIES HELPS OUR CLIENTS LIVE RICHER LIVES. 13788314 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 278 0 1 137 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X ROBERT WILDERMUTH 9414849543 1000 PINEBROOK ROAD VENICE FL 34285 ROBERT WILDERMUTH CFO 38.00 X 115359 0 22073 JOE MALLOUF DIRECTOR 1.00 X 0 0 0 CHISTOPHER ROOT CEO 38.00 X 100144 0 15930 EDUARDO GLORIA CEO THRU JAN 2024 38.00 X 16270 0 2002 DOMENICO CRICCHIO DIRECTOR 1.00 X 0 0 0 DR VOLODYMYR SMERYK MA JCD JD CHANCELLOR 1.00 X 0 0 0 PAUL GULBRANDSEN DIRECTOR 1.00 X 0 0 0 REV FRANK J DEWANE BISHOP BISHOP 1.00 X 0 0 0 REV MONSIGNOR STEPHEN MCNAMARA VG VICAR GENERAL 1.00 X 0 0 0 SARAH LANDMAN DIRECTOR 1.00 X 0 0 0 MICHELE TROMBLE DIRECTOR 1.00 X 0 0 0 HEATHER GROENING DIRECTOR 1.00 X 0 0 0 BRENDA DOLAN TREASURER 2.00 X X 0 0 0 RITA CAVUOTO CHAIR 2.00 X X 0 0 0 ROBERT FARNHAM VICE CHAIR 2.00 X X 0 0 0 CASSANDRA CUNNINGHAM COO AS OF FEB 2025 38.00 X 0 0 0 231773 0 40005 2 0 0 0 INSPIRITUS INC 731 PEACHTREE STR NE STE B ATLANTA GA 30308 HURRICANE SURVIVOR ASSISTANCE 193027 CASILLAS CONSTRUCTION SERVICES CORP 44 ESTATE DRIVE NORTH PORT FL 33917 CONSTRUCTION, REMODELING & REPAIRS 183167 JAKHI ROBERTMOONTREE LLC 4905 34TH STREET SOUTH ST PETERSBURG FL 33711 PROPERTY MANAGEMENT 140837 PERFORMANCE OFFICE SUPPLIES & EQUIPMENT 8010 25TH COURT EAST SUITE 105 SARASOTA FL 34243 PRINTING, COPYING AND DESIGN SERVICES 135306 REVIVE YOUR COMPUTER LLC PO BOX 570250 MIAMI FL 33257 IT SERVICES AND EQUIPMENT 127502 9 X 151953 1902400 4528221 6317209 12899783 DIRECT ASSISTANCE & SOCIAL SERVIC 624100 196032 196032 BEHAVIORAL HEALTH/EDUCATION 624100 114664 114664 FAMILY REUNIFICATION 624100 102355 102355 413051 281819 281819 49000 47019 1981 1981 1981 1897401 721694 1175707 1175707 EMPLOYEE RETENTION CREDIT PROCEED 624100 444672 444672 444672 15217013 413051 0 1904179 1013900 1013900 2639043 2639043 346797 305181 31212 10404 5165873 4721515 337378 106980 478522 426421 40252 11849 1257704 1121134 105600 30970 402970 366078 33782 3110 45200 38286 4595 2319 90870 15559 75311 391765 298297 85151 8317 597131 485355 109548 2228 154415 109279 43892 1244 205352 93923 99090 12339 17405 17405 547266 530848 16418 180361 175197 1097 4067 OUTSIDE SERVICES 1471422 1009304 366951 95167 MAINTENANCE AND EQUIPME 387294 351138 35891 265 FIELD TRIPS 52920 42509 10107 304 AD VALOREM TAX 24896 19998 4755 143 9544 7944 1500 100 15480650 13788314 1327219 365117 49004 25709 6167714 6101055 28324 41700 279502 329104 15259397 5734936 8369180 9524461 1532552 1304828 16426276 17326857 399317 651093 1017467 80000 122361 86964 601678 1755524 X 10901998 10946517 4922600 4624816 15824598 15571333 16426276 17326857 X -263637 10372 X X 0 1 X 1 1 1 X 11459322 9564082 12942478 12218216 12899783 59083881 11459322 9564082 12942478 12218216 12899783 59083881 1259246 57824635 159090 84898 104310 145611 281819 775728 56398 33177 444672 534247 60393856 11230068 0.95750 0.95990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4762879 4762879 8776175 4996924 3779251 902022 209515 692507 777251 528497 248754 41070 41070 9524461 CONTRACTS RECEIVABLE 1110112 BENEFICIAL INTEREST IN GIFT ANNUITIES 111352 RIGHT-OF-USE ASSET 83364 1304828 REFUNDABLE ADVANCES 3600 LEASE LIABILITY 83364 86964 X 15352544 125159 10372 135531 15217013 0 15217013 15605809 125159 125159 15480650 0 15480650 PART X, LINE 2: UNDER THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, CATHOLIC CHARITIES HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS OF CATHOLIC CHARITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF GIFT ANNUITIES 10,372. SARASOTA BALL 507059 507059 44470 132020 801 11850 66846 EMERALD BALL 433173 433173 30435 132441 12500 6500 21717 5 957169 957169 23190 58238 53676 31640 95370 1897401 1897401 98095 322699 66977 49990 183933 721694 1175707 1 SAMARITAN HEALTH AND WELLNESS CENTER INC 643 CAPE CORAL PARKWAY E SUITE B CAPE CORAL FL 33904 460922358 100000 0 MENTAL HEALTH COUNSELING FOR HURRICANE IAN SURVIVORS I WILL MENTORSHIP FOUNDATION 3903 MARTIN LUTHER KING BLVD SUITE 2 FORT MYERS FL 33916 473781435 100000 0 FOOD HUB FOR HURRICANE IAN SURVIVORS FAMILY INITIATIVE INC 730 SW 4TH STREET SUITE 6 CAPE CORAL FL 33991 461528487 100000 0 AUTISM SUPPORT SERVICES FOR HURRICANE IAN SURVIVORS FISH OF SANIBEL CAPTIVA INC 2430 PERIWINKLE WAY SANIBEL FL 33957 208892375 100000 0 FOOD HUB FOR HURRICANE IAN SURVIVORS CORPORATION TO DEVELOP COMMUNITIES OF TAMPA INC 1907 EAST HILLSBOROUGH AVE STE100 TAMPA FL 33610 593150608 100000 0 FT MYERS LONG TERM RECOVERY CENTER FOR HURRICANE IAN SURVIVORS HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES INC 12751 NEW BRITTANY BLVD SUITE 100 FORT MYERS FL 33907 592236174 98300 0 COMPREHENSIVE HOUSING COUNSELING SERVICES FOR HURRICANE IAN SURVIVORS MIDWEST FOOD BANK NFP 2031 WAREHOUSE ROAD NORMAL IL 61761 412120170 90000 0 FOOD HUB FOR HURRICANE IAN SURVIVORS AFFORDABLE HOMEOWNERSHIP FOUNDATION INC 5264 CLAYTON CT SUITE 1 FORT MYERS FL 33907 651046928 90000 0 HOUSING COUNSELING FOR HURRICANE IAN SURVIVORS LEE COUNTY HOUSING DEVELOPMENT CORP 3677 CENTRAL AVE SUITE F FORT MYERS FL 33901 650295038 84000 0 RECOVER & RENEW HOUSING SERVICES FOR HURRICANE IAN SURVIVORS CHRYSALLIS WELLNESS CENTER 11932 FAIRWAY LAKES DR FORT MYERS FL 33913 845111847 64000 0 MENTAL HEALTH COUNSELING FOR HURRICANE IAN SURVIVORS PROVIDENCE FAMILY LIFE CENTER 3049 CLEVELAND AVE SUITE 277 FORT MYERS FL 33901 800933776 62600 0 MENTAL HEALTH COUNSELING FOR HURRICANE IAN SURVIVORS AREA AGENCY ON AGING FOR SOUTHWEST FLORIDA INC 2830 WINKLER AVE SUITE 112 FORT MYERS FL 33916 591854441 25000 0 PART-TIME DISASTER CASE COORDINATOR FOR HURRICANE IAN SURVIVORS 12 0 FAMILY REUNIFICATION 26909 634818 PREVENTION & SOCIAL SERVICES 111668 1937034 COUNSELING & EDUCATION 16483 67191 PART I, LINE 2: EACH PROGRAM IS ASSIGNED A SPECIFIC 5 DIGIT PROGRAM NUMBER AND NOW IN ADDITION, A SPECIFIC 3 DIGIT GRANT CODE. GRANT REVENUE IS CATEGORIZED BY TYPE OF GRANT PROGRAM AND GRANT CODE. CATHOLIC CHARITIES HOUSING, INC. (CCHOUSING) OWNS THE CASA SAN JOSE APARTMENT BUILDING WHICH IT CONTRACTS WITH CATHOLIC CHARITIES, DIOCESE OF VENICE, INC. (CCDOV) TO OPERATE. HUD HAS A GRANT WITH CCDOV WHICH PAYS A PERCENTAGE OF UTILITIES, MAINTENANCE AND INSURANCE WHICH ARE PAID BY CCHOUSING. CCDOV SUB GRANTS TO CCHOUSING THE AMOUNT PAID BY HUD FOR THESE EXPENSES. X 0 0 0 0 0 0 0 0 0 DIOCESE OF VENICE IN FLORIDA RELATED ORGANIZATION PROPERTY ACQUISITION X 1000000 1017467 0 1 1 1017467 FORM 990, PART I, LINE 6 VOLUNTEERS ASSISTING EMPLOYEES, TUTORING, BABYSITTING, PROVIDING MANPOWER AND ASSISTANCE AT FOOD PANTRY DISTRIBUTION CENTERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY KERKERING BARBERIO & CO., CPA'S AND REVIEWED BY THE ORGANIZATION'S CEO AND COO BEFORE FINAL APPROVAL. THE BOARD RECEIVES A FINAL COPY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CATHOLIC CHARITIES DIOCESE OF VENICE, INC. SENDS OUT CONFLICT OF INTEREST QUESTIONNAIRES TO THE BOARD ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 CEO AND COO COMPENSATION ARE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD. COMPENSATION FOR OTHER KEY EMPLOYEES IS REVIEWED BY THE CEO, COO, AND DIRECTOR OF FINANCE EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 CATHOLIC CHARITIES DIOCESE OF VENICE, INC. MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST, AND ITS FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE ON ITS WEBSITE AND BY REQUEST. FORM 990, PART VIII, LINE 11 MISCELLANEOUS REVENUE UNDER THE PROVISIONS OF THE EXTENSION OF THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (THE CARES ACT) PASSED BY THE UNITED STATES CONGRESS AND SIGNED BY THE PRESIDENT, CATHOLIC CHARITIES IS ELIGIBLE FOR A REFUNDABLE EMPLOYEE RETENTION CREDIT (ERC) SUBJECT TO CERTAIN CRITERIA. THE AMERICAN RESCUE PLAN ACT OF 2021 EXTENDED THE STATUTE OF LIMITATIONS FOR THE IRS TO AUDIT ERC CLAIMS TO FIVE YEARS. THE NORMAL PERIOD IS THREE YEARS, AND THIS EXTENSION MAY INDICATE THAT THE IRS INTENDS TO PURSUE A MORE RIGOROUS ENFORCEMENT APPROACH REGARDING THE ERC PROGRAM. MANAGEMENT ELECTED TO TREAT THE ERC AS A GAIN CONTINGENCY AND NOT RECORD IT UNTIL PAYMENTS WERE CERTAIN. CATHOLIC CHARITIES FILED FOR REFUNDS OF THE EMPLOYEE RETENTION CREDIT AND, RECEIVED THE REFUND TOTALING $444,672 WHICH WAS RECORDED IN OTHER INCOME ON THE CONSOLIDATED STATEMENT OF ACTIVITIES FOR THE YEAR ENDED JUNE 30, 2025. CATHOLIC CHARITIES ALSO RECEIVED THE RELATED ACCRUED INTEREST EARNED ON THE PROCEEDS, WHICH TOTALED $152,093 FOR THE YEAR ENDED JUNE 30, 2025, WHICH WAS RECORDED IN INTEREST INCOME ON THE CONSOLIDATED STATEMENT OF ACTIVITIES. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF GIFT ANNUITIES 10,372. FORM 990, PART XII, LINE 2C AUDIT REVIEW PROCESS THE ANNUAL AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE ANNUAL AUDIT PROCESS WAS INCLUSIVE OF THE FEDERAL SINGLE AUDIT FOR FEDERAL PROGRAM SUPPORT IN EXCESS OF $750,000. 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 VENICEINC 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 7 0 CASA SAN JUAN BOSCO 1000 PINEBROOK ROAD VENICE FL 34285 202901560 TO PROVIDE WORKFORCE HOUSING FOR FARM WORKERS FL 501(C)(3) LINE 7 0 MARIAN MANOR INC 1000 PINEBROOK ROAD VENICE FL 34285 202902023 TO PROVIDE WORKFORCE HOUSING FL 501(C)(3) LINE 7 0 CATHOLIC CHARITIES HOUSING SARASOTA 1000 PINEBROOK ROAD VENICE FL 34285 202901940 TO PROVIDE AFFORDABLE HOUSING FOR THOSE IN NEED FL 501(C)(3) LINE 7 0 CASA SAN JUAN BOSCO II 1000 PINEBROOK ROAD VENICE FL 34285 463631888 TO PROVIDE WORKFORCE HOUSING FL 501(C)(3) LINE 7 0 ST JOHN PAUL II HOUSING INC 1000 PINEBROOK ROAD VENICE FL 34285 811336534 TO PROVIDE RURAL AFFORDABLE SENIOR HOUSING FL 501(C)(3) LINE 7 0 CCDOV HOLDINGS INC 1000 PINEBROOK ROAD VENICE FL 34285 872562827 REAL ASSET HOLDING ENTITY FL 501(C)(3) LINE 7 0 NEW PARADIGM INC 1000 PINEBROOK ROAD VENICE FL 34285 813860984 TO PROVIDE WORKFORCE HOUSING FL 501(C)(3) LINE 7 0 0 0 1 1 1 0 0 1 0 0 1 0 1 1 1 1 1 1 1