2024-05-14T08:56:54-05:00 2023-06-30 111986323 MARCUM LLP 1 MONTGOMERY STREET SUITE 1700 SAN FRANCISCO CA 94104 990 2022-07-01 854085935 CARITAS CENTER QALICB CARI 7075288712 987 AIRWAY COURT SANTA ROSA CA 95402 SHAUNA REED CFO 7075288712 2024-05-13 1 SHAUNA REED 999009999 1 ROGER BULOSAN P00221282 4154326200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHAUNA REED 987 AIRWAY COURT SANTA ROSA CA 95402 389570 0 X WWW.SRCHARITIES.ORG X 2020 CA CARITAS CENTER QALICB WAS ESTABLISHED IN 2020 AND CONTINUES TO SUPPORT CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA IN REACHING OUT TO ALL PEOPLE IN NEED, OFFERING HOPE THROUGH SERVICE, AND BUILDING BETTER COMMUNITIES. 5 5 0 10 0 0 0 0 0 0 0 10403 0 379167 0 389570 0 0 0 0 0 0 0 0 0 0 1403899 0 1403899 0 -1014329 51752457 45318677 43755693 38336242 7996764 6982435 X CARITAS CENTER QALICB WAS ESTABLISHED IN 2020 AND CONTINUES TO SUPPORT CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA IN REACHING OUT TO ALL PEOPLE IN NEED, OFFERING HOPE THROUGH SEVICE, AND BUILDING BETTER COMMUNITIES. 0 0 1403899 HOMELESS SERVICES PROGRAM - 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, BUT NOT LIMITED TO, WATERWAYS, TRAILS, AND ENCAMPMENTS. SERVICES OFFERED BY HOST FACILITATE ENTRY INTO HOUSING AND IMPROVE THE HEALTH AND WELLBEING OF INDIVIDUALS EXPERIENCING HOMELESSNESS.COORDINATED ENTRY - CATHOLIC CHARITIES IS THE COORDINATED ENTRY PROGRAM OPERATOR FOR THE COUNTY OF SONOMA, PROVIDING STREAMLINED COUNTYWIDE ACCESS TO HOUSING, SHELTER, AND SERVICES FOR PEOPLE EXPERIENCING OR AT IMMINENT RISK OF HOMELESSNESS. COORDINATED ENTRY PRIORITIZES INDIVIDUALS AND FAMILIES FOR PERMANENT HOUSING OR TEMPORARY SHELTER BASED ON ASSESSMENT OF VULNERABILITY AND NEEDS USING A STANDARDIZED, NATIONALLY RECOGNIZED ASSESSMENT TOOL TO ENSURE THOSE EXPERIENCING HOMELESSNESS HAVE EQUAL ACCESS TO HOUSING AND RESOURCES. COORDINATED ENTRY REDUCES THE LENGTH OF TIME PEOPLE EXPERIENCE HOMELESSNESS AND PROMOTES INDIVIDUAL CHOICE OF SERVICES AND HOUSING.HOMELESSNESS DIVERSION - THE DIVERSION PROGRAM WORKS WITH PERSONS IN SONOMA COUNTY PRESENTING FOR COORDINATED ENTRY SERVICES TO IDENTIFY SOLUTIONS OTHER THAN ENTERING HOMELESS SERVICES. IT ALSO PROVIDES SUPPORTIVE SERVICES FOR PERSONS AT RISK OF HOMELESSNESS WHO SEEK ASSISTANCE, BUT ARE INELIGIBLE FOR, THE COORDINATED ENTRY PROJECT. DIVERSION SERVICES MAY INCLUDE RENT OR UTILITY ASSISTANCE AND TAILORED SUPPORT SERVICES TO STABILIZE LOW-INCOME FAMILIES OR INDIVIDUALS AT IMMINENT RISK OF HOMELESSNESS.HOMELESS SERVICE CENTER (HSC) - THE HSC, LOCATED IN SANTA ROSA AND 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 HSC SERVES BETWEEN 1,800 AND 2,000 PEOPLE ANNUALLY. 1403899 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X SHAUNA REED 7075288712 987 AIRWAY COURT SANTA ROSA CA 95402 X RICK ABBOTT PRESIDENT 4.00 2.00 X X 0 0 0 FRANK CONNELLY VICE PRESIDENT 2.00 2.00 X X 0 0 0 JOAN MAXWELL TREASURER 2.00 2.00 X X 0 0 0 ELLIOT LEVIN SECRETARY 2.00 2.00 X X 0 0 0 BERT BANGSBERG DIRECTOR 2.00 2.00 X 0 0 0 0 0 0 0 0 0 0 0 10403 10403 379167 0 379167 379167 379167 389570 379167 0 10403 54384 54384 396934 396934 952182 952182 BANK FEE AND DATA PROCE 399 399 1403899 1403899 0 0 13078439 1296945 104140 44869774 952182 38674018 43917592 51752457 45318677 5495344 46250 38260349 38289992 43755693 38336242 X 7996764 6982435 7996764 6982435 51752457 45318677 -1014329 0 X 0 1 X 1 0 X X 1 CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA 942479393 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 SECTION E TYPE III QUESTION 2A THE ORGANIZATION IS BUILDING LOW INCOME HOUSING FOR THE COMMUNITY OF SANTA ROSA, CALIFORNIA. ONE OF THE CRITICAL PROGRAMS FOR CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA, THE SUPPORTED ORGNIZATION, IS TO PROVIDE HOUSING AND END HOMELESSNESS. SECTION E TYPE III QUESTION 2B THE ORGANIZATION IS BUILDING LOW INCOME HOUSING FOR THE COMMUNITY OF SANTA ROSA, CALIFORNIA. ONE OF THE CRITICAL PROGRAMS FOR CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA, THE SUPPORTED ORGNIZATION, IS TO PROVIDE HOUSING AND END HOMELESSNESS. CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA HAS EXISTING LOW INCOME HOUSING. 1799204 1799204 43070570 952182 42118388 43917592 X PART X, LINE 2: THE ORGANIZATION IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES AND STATE FRANCHISE TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND 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, 2023, 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 FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY MANAGEMENT AND SHARED WITH THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C CARITAS CENTER QALICB IS COMMITTED TO PREVENTING THE ENRICHMENT OF INSIDERS THROUGH THE ADOPTION AND ENFORCEMENT OF A CONFLICT OF INTEREST POLICY CONSISTENT WITH STATE LAWS AND REGULATIONS. ADHERING TO A WELL-DEFINED CONFLICT OF INTEREST POLICY WILL HELP THE ORGANIZATION PREEMPT EVEN THE PERCEPTION THAT RESOURCES ARE BEING USED FOR PERSONAL GAIN BY BOARD MEMBERS, STAFF MEMBERS, AND VOLUNTEERS OF CARITAS CENTER QALICB. THIS OVERSIGHT WILL PROVIDE ORGANIZATIONAL PROCEDURES WITH STRATEGIES THAT WILL HELP AVOID THE APPEARANCE OR ACTUALITY OF PRIVATE BENEFIT TO INDIVIDUALS WHO ARE IN A POSITION OF SUBSTANTIAL AUTHORITY AND WILL ENSURE THAT CONTACT AND BUSINESS ARRANGEMENTS SERVE THE ORGANIZATION'S AND SERVICE RECIPIENT'S BEST INTRESTS, NOT PRIVATE INTEREST. A PERSONAL OR FINANCIAL INTEREST OR INVOLVEMENT BY A BOARD MEMBER, STAFF MEMBER, OR VOLUNTEER IN ANY CUSTOMER, CLIENT, COMPETITOR, OR SUPPLIER OF CARITAS CENTER QALICB, INCLUDING OUTSIDE EMPLOYMENT OR CONSULTING, IS CONSIDERED A POTENTIAL CONFLICT OF INTEREST. IF A BOARD MEMBER, STAFF MEMBER, VOLUNTEER, OR CONTRACTOR OR ANY OF HIS OR HER CLOSE RELATIVES (SPOUSE, DOMESTIC PARTNER, CHILD, SISTER, BROTHER, PARENT, GRANDPARENT, SPOUSE OF A CHILD, IN-LAWS, OR SPOUSE OF A BROTHER OR SISTER) HAS, OR IS CONSIDERING HAVING, A PERSONAL OR FINANCIAL INTEREST IN A CUSTOMER, CLIENT, COMPETITOR, OR SUPPLIER OF THE ORGANIZATION, OR REAL ESETATE ADJACENT TO A CARITAS CENTER QALICB LOCATION, THE BOARD MEMBER, EMPLOYEE, STAFF MEMBER, OR CONTRACTOR MUST DISCLOSE THE INTEREST OR RELATIONSHIP TO THE BOARD PRESIDENT OR CHAIR OF THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR, OR IMMEDIATE SUPERVISOR OF CARITAS CENTER QALICB. FURTHERMORE, BOARD MEMBERS, EMPLOYEES, VOLUNTEERS, OR CONTRACTORS MAY NOT GIVE OR ACCEPT GIFTS, LOANS, OR FAVORS FROM PERSONS HAVING BUSINESS RELATIONSHIPS WITH CARITAS CENTER QALICB. THE RECEIPT OR GIVING OF SMALL GIFTS OR CASUAL ENTERTAINING FOR BUSINESS PURPOSES, HOWEVER, IS NOT PROHIBITED. FAILURE TO PROMPTLY DISCLOSE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO THE BOARD PRESIDENT OR CHAIR OF THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR, OR IMMEDIATE SUPERVISOR OF CARITAS CENTER QALICB MAY RESULT IN DISCIPLINE, UP TO AND INCLUDING DISMISSAL. WHENEVER THESE ISSUES ARISE, THE BOARD PRESIDENT OR CHAIR OF THE BOARD OF DIRECTORS, EXECUTIVE DIRECTOR, OR IMMEDIATE SUPERVISOR OF CARITAS CENTER QALICB MUST BE CONTACTED TO REVIEW THE ISSUE. CARITAS CENTER QALICB RESERVES THE RIGHT TO DETERMINE WHETHER ANY RELATIONSHIP REPRESENTS AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST IN VIOLATION OF THIS POLICY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA 987 AIRWAY COURT SANTA ROSA CA 95402 942479393 SERVES THE LOW-INCOME AND UNSHELTERED CA 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 1 0 CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA J 379167 FAIR VALUE OF RENT CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA R 1465404 REIMBURSEMNET OF ACTUAL EXPENSES