2024-10-04T10:56:16-05:00 2023-12-31 340677006 MALONEY NOVOTNY LLC 4774 MUNSON STREET NW SUITE 402 CANTON OH 447183634 990 2023-01-01 340714639 CATHOLIC CHARITIES OF ASHTABULA COUNTY CATH 4409922121 4200 PARK AVENUE 3RD FLOOR ASHTABULA OH 44004 JILL VALENTIC EXECUTIVE DIRECTOR 4409922121 2024-10-01 1 0 MATTHEW J BANJO P01260593 3309669400 2023 2024-10-15 13:58:12Z JILL VALENTIC 4200 PARK AVENUE 3RD FLOOR ASHTABULA OH 44004 1594705 0 0928 X WWW.DOYCCAC.ORG X 1962 OH TO REDUCE POVERTY, STRENGTHEN FAMILIES, PROCLAIM LIFE AND BUILD ASHTABULA COMMUNITY. 12 10 26 79 0 0 1318834 1201001 338151 275504 2840 7524 120115 81637 1779940 1565666 616686 447515 0 0 909524 945344 0 0 16507 266133 289485 1792343 1682344 -12403 -116678 1687100 1344928 869926 630738 817174 714190 X A MULTI-SERVICE AGENCY SERVING ASHTABULA COUNTY, DEVOTED TO HELPING MEET BASIC HUMAN NEEDS. ITS CONCENTRATION IS ON POVERTY REDUCTION, STRENGTHENING FAMILIES, PROCLAIMING LIFE AND BUILDING COMMUNITY. MOST OF THOSE SERVED WERE AT OR BELOW THE POVERTY LEVEL. 0 0 821032 443635 113504 THE BASIC NEEDS/HOUSING PROGRAM ASSISTS THOSE WHO ARE EXPERIENCING A HOUSEHOLD FINANCIAL CRISIS AND DO NOT HAVE THE MEANS THROUGH OTHER FINANCIAL SUPPORTS AND/OR ALTERNATIVE RESOURCES TO RESOLVE THEIR IMMEDIATE NEED. ASSISTANCE MAY BE PROVIDED TO HELP WITH EVICTION, HOMELESSNESS AND/OR HOMELESSNESS PREVENTION, UTILITY DISCONNECTION, SECURITY DEPOSIT, FOOD, HYGIENE PRODUCTS, DIAPERS, FORMULA AND MEDICATION. ADDITIONALLY, AS A HUD CERTIFIED COMPREHENSIVE HOUSING COUNSELING AGENCY, THIS PROGRAM ASSISTS ALL WHO MAY HAVE A HOUSING ISSUE, ASSISTING WITH PRE AND POST PURCHASE COUNSELING, FORECLOSURE COUNSELING, DOWN PAYMENT ASSISTANCE, MORTGAGE ASSISTANCE, PREDATORY LENDING EDUCATION, BUDGETING AND FINANCIAL LITERACY EDUCATION AND ADVOCACY FOR ANY HOUSING CONCERN. THE FIRST STEP PROGRAM PROVIDES CASE MANAGEMENT, EMERGENCY ASSISTANCE AND OTHER SERVICES FOR WOMEN FACING UNPLANNED PREGNANCIES AS WELL AS FAMILIES DEALING WITH THE CHALLENGES OF RAISING HEALTHY FAMILIES IN THE ASHTABULA COUNTY AREA. THIS PROGRAM SUPPORTS THE PRO-LIFE, PRO-FAMILY POSITION OF THE CHURCH THROUGH SERVICE AND ADVOCACY ON BEHALF OF WOMEN AND FAMILIES FACING DIFFICULT LIFE SITUATIONS. 448033 3880 127512 PROTECTIVE SERVICES CONSISTS OF THE REPRESENTATIVE PAYEESHIP PROGRAM AND GUARDIANSHIP. THE REPRESENTATIVE PAYEESHIP PROGRAM IS A STABILIZATION PROGRAM THAT MANAGES BENEFITS FOR INDIVIDUALS WHO ARE INCAPABLE OF MANAGING THEIR OWN FINANCES. TYPICALLY, THESE INDIVIDUALS RECEIVE SUPPLEMENTAL SECURITY INCOME (A FEDERAL INCOME SUPPLEMENT PROGRAM TO ASSIST AGED, BLIND, AND DISABLED PEOPLE WHO HAVE LITTLE OR NO INCOME). THE FIRST CHOICE FOR A PAYEE WOULD BE A FAMILY MEMBER OR TRUSTED FRIEND, BUT FOR SOME INDIVIDUALS, NO APPROPRIATE PERSON IS AVAILABLE. REPRESENTATIVE PAYEESHIP IS A LESS RESTRICTIVE PROTECTIVE SERVICE THAN GUARDIANSHIP, AND THE COURTS ARE NOT INVOLVED. HOWEVER, THE BENEFICIARY IS RESTRICTED FROM HAVING CONTROL OF HIS OR HER MONTHLY BENEFIT AMOUNT. CCAC ACTUALLY RECEIVES THE BENEFICIARY'S MONTHLY CHECK AND DISTRIBUTES IT. THE CASEWORKER ENSURES THAT BASIC SHELTER, FOOD, AND CLOTHING NEEDS ARE MET, AND THAT APPROPRIATE BENEFITS ARE ACCESSED; THUS, PROVIDING STABILITY TO THOSE WHO ARE VULNERABLE TO EXPLOITATION. CLIENTS OF THE REPRESENTATIVE PAYEESHIP PROGRAM ARE TYPICALLY DIAGNOSED WITH MENTAL ILLNESS, ALCOHOL, AND DRUG ADDICTION AND/OR PHYSICAL AND MENTAL DISABILITIES. MANY CLIENTS HAVE BEEN A VICTIM OF EXPLOITATION AND ABUSE AND MAY HAVE BEEN EASILY TAKEN ADVANTAGE OF FINANCIALLY. GIVEN THESE FACTORS, FUNDS ARE OFTEN MISUSED AND NEEDS SUCH AS SHELTER AND FOOD GO UNMET, LEADING TO HOMELESSNESS, POOR HEALTH, LOWER FUNCTIONING, AND HOSPITALIZATION. GUARDIANSHIP IS A LEGAL RELATIONSHIP ESTABLISHED BY THE PROBATE COURT BETWEEN TWO PARTIES: ONE BEING THE GUARDIAN AND THE OTHER BEING THE WARD. IF, AFTER A THOROUGH INVESTIGATION AND HEARING, THE COURT FINDS THE PERSON INCAPABLE OF MANAGING HIS OR HER OWN PERSON, IT WILL APPOINT A LEGAL GUARDIAN. THE GUARDIAN PROTECTS AND OVERSEES THE WARD'S DAY-TO-DAY MAINTENANCE, WHICH INCLUDES FOOD, SHELTER, CLOTHING, HEALTHCARE AND OTHER NECESSITIES. THE GUARDIAN IS THE VOICE AND DECISION-MAKER FOR THE WARD. THE PRESENCE OF A GUARDIAN INCREASES ACCOUNTABILITY FROM CARE STAFF AND MEDICAL PROFESSIONALS AND PROVIDES PROTECTION FROM EXPLOITATIVE INDIVIDUALS OR FAMILY IN THE WARD'S LIFE. GUARDIANS MONITOR THEIR WARD'S MENTAL, PHYSICAL, EMOTIONAL, MATERIAL, AND ENVIRONMENTAL WELL-BEING. THIS PROGRAM HAS TRADITIONALLY SERVED FRAIL, INDIGENT INDIVIDUALS OVER THE AGE OF 60, WHO ARE DEEMED INCOMPETENT. ADDITIONALLY, THE PROGRAM SERVES AS GUARDIANS TO INDIVIDUALS WITH A SEVERE AND PERSISTENT MENTAL ILLNESS, AND UNDER THE AGE OF 60. 112918 34488 THE EDUCATION PROGRAM CONSISTS OF OUR OPENING DOORS PROGRAM, WHICH IS AN EVIDENCE-BASED, COMPREHENSIVE 1-SESSION INTERACTIVE PARENT LEADERSHIP AND ADVOCACY-TRAINING PROGRAM DEVELOPED FOR LOW-INCOME PARENTS WITH CHILDREN AGES 0-5. THE PROGRAM IS BASED ON THE PREMISE THAT ENHANCING PARENTING SKILLS EARLY IN A CHILD'S LIFE LEADS TO ECONOMIC AND SOCIETAL BENEFITS. THE GOAL OF THE OPENING DOORS PROGRAM IS TO HELP PARENTS LEARN: HOW TO HELP THEIR CHILDREN DEVELOP HEALTHY HABITS; HOW TO PREPARE THEM TO BE SUCCESSFUL IN SCHOOL; WHAT RESOURCES AND SERVICES ARE AVAILABLE TO SUPPORT THEIR FAMILY; HOW TO INTERACT WITH OTHER PARENTS IN THE COMMUNITY; HOW TO BE YOUR CHILD'S/CHILDREN'S FIRST LEADER IN EDUCATION. A CERTIFICATE AWARDED UPON COMPLETION OF THE CLASS. 1381983 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 26 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JILL VALENTIC 4409922121 4200 PARK AVENUE 3RD FLOOR ASHTABULA OH 44004 JOHN ROSKOVICS PRESIDENT 1.50 X X 0 0 0 NICHOLAS PERKOSKI 1ST VICE PRESIDENT 1.00 X X 0 0 0 MICHAEL GEARY TREASURER 1.00 X X 0 0 0 RENEE INCORVATI SECRETARY 1.00 X X 0 0 0 DONNA LEESON DIRECTOR 1.00 X 0 0 0 LAURIE SCHULZE 2ND VICE PRESIDENT 1.00 X X 0 0 0 CECILIA COOPER DIRECTOR 1.00 X 0 0 0 NANCI AUSTIN DIRECTOR 1.00 X 0 0 0 TRACI WARREN DIRECTOR 1.00 X 0 0 0 MA LUISA AGUINAGA GARCIA DIRECTOR 1.00 X 0 0 0 EDWARD SOMPPI DIRECTOR 1.00 X 0 0 0 JOYANNA SHARKEY DIRECTOR 1.00 X 0 0 0 JILL VALENTIC EXECUTIVE DIRECTOR 40.00 X 71776 0 20640 71776 0 20640 0 0 0 0 0 43920 12950 510301 531369 102461 1201001 PROTECTIVE SERVICES 624100 127512 127512 FAMILY SERVICES 624100 113504 113504 EDUC&OTHER SERVICES 624100 34488 34488 275504 7524 7524 33162 12950 29039 4123 4123 REIMBURSABLE INCOME 900099 77514 77514 77514 1565666 275504 0 89161 447515 447515 92416 68584 22377 1455 659872 490892 158886 10094 25289 18610 6242 437 99779 73425 24628 1726 67988 50694 16265 1029 12410 11355 1055 63412 56352 7060 3210 1585 1625 42627 32747 9438 442 40309 39326 983 63339 55534 6481 1324 10197 6967 3230 9334 9334 PROGRAM SUPPORT 19932 19932 STAFF DEVELOPMENT 13347 4153 9194 DUES & SUBSCRIPTIONS 1840 1325 515 SERVICE FEES 20 20 9508 2967 6541 1682344 1381983 283854 16507 217987 203417 905454 732862 28264 21229 278416 175427 201670 90208 115686 111462 63593 81492 77700 19039 1687100 1344928 66708 67364 8241 3408 721117 545207 73860 14759 869926 630738 X 728894 629785 88280 84405 817174 714190 1687100 1344928 -116678 13694 0 X 0 1 X 1 0 X 1085217 1503666 1471715 1318834 1201001 6580433 1085217 1503666 1471715 1318834 1201001 6580433 1278067 5302366 3485 2386 5792 2840 7524 22027 73354 45420 75238 136287 123626 453925 7056385 1632777 0.75140 0.78860 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REIMBURSABLE INCOME - 2019 AMOUNT: $ 56,041. 2020 AMOUNT: $ 45,420. 2021 AMOUNT: $ 57,399. 2022 AMOUNT: $ 110,025. 2023 AMOUNT: $ 77,514. FUNDRAISING EVENTS GROSS REVENUE - 2019 AMOUNT: $ 17,313. 2021 AMOUNT: $ 17,839. 2022 AMOUNT: $ 26,262. 2023 AMOUNT: $ 46,112. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 142881 40132 102749 9470 9470 0 49319 40606 8713 111462 LEASE LIABILITIES 14759 14759 X 1579360 13694 13694 1565666 0 1565666 1682344 0 1682344 0 1682344 PART IV, LINE 2B: CUSTODIAL LIABILITY - GUARDIANSHIP AND PAYEESHIP - THE AGENCY HOLDS FUNDS FOR INDIVIDUALS UNDER THE GUARDIANSHIP AND PAYEESHIP PROGRAMS. THESE FUNDS ARE MANAGED BY THE AGENCY FOR THE BENEFIT OF THE INDIVIDUALS SO THAT THEIR BASIC SHELTER, FOOD AND CLOTHING NEEDS ARE MET THUS PROVIDING STABILITY TO THESE INDIVIDUALS WHO ARE UNABLE TO MANAGE THESE FUNDS OR ARE VULNERABLE TO EXPLOITATION. THE AGENCY INCLUDES THE FUNDS ON ITS BALANCE SHEET AS AN ASSET (SAVINGS AND TEMPORARY CASH INVESTMENTS) AND AS A LIABILITY SINCE THE FUNDS DO NOT BELONG TO THE AGENCY. PART X, LINE 2: THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH GAAP REQUIRES THE AGENCY TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE AGENCY. THE AGENCY HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE AGENCY'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE AGENCY HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. ANY INTEREST OR PENALTIES ASSESSED TO THE AGENCY WOULD BE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. HALO DINNER DANCE 46112 12950 33162 8700 15289 650 4400 46112 12950 33162 8700 15289 650 4400 29039 4123 1 ASSISTANCE TO LOW INCOME HOUSEHOLDS, INCLUDING INDIRECT CASH PAYMENTS FOR FOOD, MEDICAL, SHELTER AND UTILITY ASSISTANCE TO THE NEEDY 2680 447515 PART I, LINE 2: CONTRACTS ARE MONITORED THROUGH THE AGENCY'S ACCOUNTING SOFTWARE. EXPENDITURES THAT PERTAIN TO A SPECIFIC GRANT ARE ASSIGNED A PROJECT AND ENTERED INTO THE ACCOUNTING SOFTWARE. EACH EMPLOYEE KEEPS TRACK OF HIS/HER TIME WORKED ON EACH GRANT THROUGH THE TIMESHEET PROCESS. AN EMPLOYEE'S TIME AND BENEFITS PERTAINING TO A SPECIFIC GRANT ARE ENTERED INTO THE ACCOUNTING SOFTWARE THROUGH THE TIMESHEET ENTRY PROCESS. MONTHLY REPORTS ARE RUN FOR EACH GRANT TO EVALUATE PROGRESS TOWARD FULFILLING THE TERMS OF THE CONTRACT. FORM 990, PART VI, SECTION A, LINE 6 THE DIOCESE OF YOUNGSTOWN CATHOLIC CHARITIES CORPORATION IS THE SOLE CORPORATE MEMBER OF THE AGENCY. FORM 990, PART VI, SECTION A, LINE 7A THE APPOINTMENT AND REMOVAL OF A MEMBER OF THE BOARD OF DIRECTORS ARE PREROGATIVES RESERVED FOR THE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER HAS THE RIGHT TO APPROVE THE MISSION STATEMENT, AMEND THE ARTICLES OF INCORPORATION, AMEND OR REPEAL THE CODE OF REGULATIONS, APPROVE ANY MERGER OR JOINT VENTURE, APPROVE THE APPOINTMENT OF THE EXECUTIVE DIRECTOR, DETERMINE THE DISTRIBUTION OF ASSETS UPON DISSOLUTION, AUTHORIZE EXPENDITURES IN EXCESS OF $250,000 AND REVIEW THE BUDGET AND LONG-RANGE PLANS. FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIPT FROM THE PREPARER, EACH BOARD MEMBER RECEIVES A DRAFT OF THE 990 FOR REVIEW AND COMMENT. QUESTIONS AND RECOMMENDED CHANGES ARE DIRECTED TO THE EXECUTIVE DIRECTOR WHO DISCUSSES THEM WITH THE FINANCE DIRECTOR AND PREPARER. FORM 990, PART VI, SECTION B, LINE 12C DURING THE FIRST QUARTER OF EACH YEAR, THE CONFLICT OF INTEREST POLICY IS REVIEWED. AT THAT TIME, EACH BOARD MEMBER IS REQUIRED TO COMPLETE AND SIGN A DISCLOSURE FORM INDICATING ANY ACTUAL OR POTENTIAL CONFLICT. CONFLICTS ARE REPORTED TO THE EXECUTIVE COMMITTEE AND THE DIOCESE OF YOUNGSTOWN. IN THE EVENT A CONFLICT IS DISCLOSED, THAT BOARD MEMBER WOULD BE PROHIBITED FROM DELIBERATING OR VOTING ON ANY GOVERNING BODY DECISION INVOLVING THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE AGENCY UTILIZES SALARY STUDIES AND SALARY DATA FROM OTHER AGENCIES WITHIN THE DIOCESE OF YOUNGSTOWN AND CATHOLIC CHARITIES USA. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE 990 IS AVAILABLE ON THE AGENCY'S WEBSITE. CATHOLIC CHARITIES DIOCESE OF YOUNGSTOWN 144 W WOOD STREET YOUNGSTOWN OH 445031030 340714328 HEALTH AND WELFARE SERVICES OH 501(C)(3) LINE 7 N/A 0 DIOCESE OF YOUNGSTOWN CATHOLIC CHARITIES CORPORATION 144 W WOOD STREET YOUNGSTOWN OH 445031030 341896981 GOVERNANCE OF CATHOLIC CHARITIES OH 501(C)(3) LINE 1 N/A 0 CATHOLIC CHARITIES SERVING PORTAGE AND STARK COUNTIES 206 W MAIN STREET RAVENNA OH 44266 341903646 HEALTH AND WELFARE SERVICES OH 501(C)(3) LINE 7 DOYCCC 0 CATHOLIC CHARITIES REGIONAL AGENCY 319 WEST RAYEN AVENUE YOUNGSTOWN OH 44502 340714330 HEALTH AND WELFARE SERVICES OH 501(C)(3) LINE 7 DOYCCC 0 DIOCESE OF YOUNGSTOWN 144 W WOOD STREET YOUNGSTOWN OH 445031030 340714655 CHURCH OH 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0