2024-06-27T15:56:32-05:00 2023-08-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2022-09-01 461341563 CATHOLIC CHARITIES COMMUNITY SERVICES OF DUTCHESS INC CATH 2123711000 218 CHURCH STREET POUGHKEEPSIE NY 12601 JULIE WEST EXECUTIVE DIRECTOR 2123711000 2024-06-27 1 JULIE WEST 999009999 1 EVA MRUK P00543254 9143818900 2024-06-21 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JULIE WEST 218 CHURCH STREET POUGHKEEPSIE NY 12601 1177524 0 0928 X WWW.CATHOLICCHARITIES-DUTCHESSCOUNTY.ORG X 2012 NY TO PROVIDE EXTENSIVE HUMAN SERVICES FOR FAMILIES AND INDIVIDUALS, REGARDLESS OF RELIGION, RACE, ETHNICITY, OR GENDER, THROUGHOUT ALL DUTCHESS COUNTY. CCCSDC PROVIDES HELP FOR DUTCHESS COUNTY FAMILIES AND INDIVIDUALS THROUGH THE HOTLINE, AT THE MAIN OFFICE IN POUGHKEEPSIE, AT SATELLITE LOCATIONS THROUGHOUT THE COUNTY AND VIA CLIENT HOME VISITS.SERVICES INCLUDE A BI-LINGUAL HOTLINE, CASE MANAGEMENT / CRISIS INTERVENTION, GROUPS HELD IN SPANISH FOR IMMIGRANT WOMEN, DEAF MINISTRY, CATHOLIC YOUTH ORGANIZATION PROGRAMS, SPECIAL DIET AND REGULAR DIET FOOD PANTRIES AND AN ARRAY OF RESOURCES FOR SENIORS. 14 14 6 33 0 0 1100535 1066837 80983 92165 0 0 0 -1378 1181518 1157624 192192 151762 0 0 438160 457078 0 0 24364 476017 512695 1106369 1121535 75149 36089 910493 1374927 433161 861506 477332 513421 X TO BUILD A MORE JUST AND CARING DUTCHESS COUNTY BY PROVIDING COMPREHENSIVE HIGH QUALITY HUMAN SERVICES TO OUR NEIGHBORS OF ALL RELIGIONS, PARTICULARLY THE POOR AND VULNERABLE. 0 0 766889 151762 0 CASE MANAGEMENT AND FRIENDS OF SENIORS:CASE MANAGEMENT PROVIDES A BROAD ARRAY OF SERVICES DESIGNED TO ADDRESS CRISES SUCH AS EVICTION, UTILITY SHUTOFF, AND FOOD INSECURITY. FINANCIAL RELIEF MAY BE RENTAL ASSISTANCE, UTILITY ASSISTANCE, MEDICATION / VISION ASSISTANCE, VISA/CASH DEBIT CARDS, STORE CARDS, GAS CARDS, CLOTHING, PERSONAL CARE ITEMS, HOUSEHOLD GOODS, FURNITURE, TRANSPORTATION ASSISTANCE.COUNSELLING, WOMEN'S GROUPS, BUDGETING GUIDANCE AND BENEFIT ASSISTANCE ARE PROVIDED.- 2,808 CALLS WERE ANSWERED BY THE BILINGUAL HOTLINE COORDINATOR.- 1,394 SENIORS WERE SERVED. - 107 WOMEN PARTICIPATED IN KINSHIP GROUPS.- 737 REFERRALS TO PARTNER AGENCIES (FOR LEGAL SERVICES, MENTAL HEALTH SERVICES ETC.) WERE COMPLETED. - 832 LIMITED INTERVENTIONS (GOODS AND SERVICES) WERE COMPLETED.- "ADOPT A FAMILY 2022" PROVIDED CHRISTMAS GIFTS FOR 250 HOUSEHOLDS COMPRISED OF 497 INDIVIDUALS. FRIENDS OF SENIORS (ESTABLISHED IN AUGUST 2023) PARTNERS WITH DEDICATED VOLUNTEERS, PROVIDES THE FOLLOWING SERVICES FOR SENIORS AGED 60 YEARS AND OVER:- TRANSPORTATION TO NON-EMERGENCY MEDICAL APPOINTMENTS, LABS, PHYSICAL THERAPY, DENTISTS, AND SAME DAY SURGICAL PROCEDURE.- ASSISTANCE GROCERY SHOPPING, EITHER FOR OR WITH SENIORS.-VISITING AND KEEPING COMPANY WITH ISOLATED, LONELY SENIORS.- TELEPHONE REASSURANCE.- RESPITE FOR PRIMARY CARE GIVERS. 108880 0 0 THE DEAF CENTER:THE DEAF CENTER PROVIDES EDUCATION AND REHABILITATION PROGRAM SERVICES TO HEARING-IMPAIRED INDIVIDUALS. SERVICES ARE OFFERED IN AMERICAN SIGN LANGUAGE, ENGLISH, AND SPANISH. CASE MANAGEMENT, IMMIGRATION SERVICES, AND FINANCIAL ASSISTANCE ARE ALSO AVAILABLE. - 380 SUPPORT ACTIVITIES AND OPPORTUNITIES WERE PROVIDED FOR THE DEAF AND HARD-OF-HEARING. - 93 INDIVIDUALS RECEIVED DEAF CENTER SERVICES. 58751 0 10165 CYO PARISH BASED YOUTH PROGRAMS:DUTCHESS COUNTY CYO BASKETBALL HAS BEEN ON PAUSE FOR ALMOST 2 SEASONS DUE TO THE COVID-19 PANDEMIC. EFFECTIVE 2022 SPRING TRACK AND FIELD RESUMED. DUTCHESS COUNTY CYO, ITS PARISH COORDINATORS, THE CYO DIVISION, AND IN CONSULTATION WITH THE EDUCATION DEPARTMENT OF THE ARCHDIOCESE, HAVE BEEN COMMUNICATING ABOUT THIS UPCOMING CYO BASKETBALL SEASON AND THE SAFETY OF ALL INVOLVED. 2294 0 82000 SUBLEASE RENTAL INCOME RECEIVED FROM AN AFFILIATED EXEMPT ORGANIZATION, CATHOLIC CHARITIES COMMUNITY SERVICES, ARCHDIOCESE OF NY. 2294 0 82000 936814 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 6 0 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X JOHN SPERANZA 2123711000 1011 FIRST AVENUE NEW YORK NY 10022 GEORGE METZ CHAIR 1.00 X X 0 0 0 MARY WESTERMANN VICE CHAIR 1.00 X X 0 0 0 ROBERT RANIERI JR SECRETARY 1.00 X X 0 0 0 JEANINE AGNOLET-RADO DIRECTOR 1.00 X 0 0 0 BISHOP GERARDO COLACICCO DIRECTOR 1.00 X 0 0 0 REV MICHAEL MCLOUGHLIN DIRECTOR 1.00 X 0 0 0 JUDY MARCUS DIRECTOR 1.00 X 0 0 0 MATTHEW MAYE DIRECTOR 1.00 X 0 0 0 RICHARD PETERSON DIRECTOR 1.00 X 0 0 0 MARY SONTHEIMER DIRECTOR (LEFT IN FY23) 1.00 X 0 0 0 BRIAN GIORGIS DIRECTOR 1.00 X 0 0 0 MSGR KEVIN SULLIVAN DIRECTOR 1.00 X 0 0 0 KATHERINE WEIR DIRECTOR 1.00 X 0 0 0 REV KENT WILSON DIRECTOR 1.00 X 0 0 0 ELIZABETH WOLF ESQ DIRECTOR 1.00 X 0 0 0 JULIE WEST EXECUTIVE DIRECTOR 35.00 X 95479 0 22371 95479 0 22371 0 0 0 0 CATHOLIC CHARITIES COMMUNITY SERVICES A 1011 FIRST AVENUE NEW YORK NY 10022 BUSINESS SERVICES 159724 1 15000 28589 107420 915828 51753 1066837 FACILITY RENTAL INCOME 624200 82000 82000 YOUTH FEES 900099 10165 10165 92165 18250 28589 19900 -1650 -1650 MISCELLANEOUS 900099 272 272 272 1157624 92165 0 -1378 151762 151762 117037 103131 13906 248126 230394 7149 10583 56995 52259 1625 3111 9399 8109 412 878 25521 22504 1850 1167 157000 96398 54950 5652 17276 17276 80433 44038 36395 40567 27779 12046 742 11753 11753 163404 153387 10017 1383 947 411 25 33757 31093 2664 PROGRAM SUPP. /MATERIAL 4916 3260 1656 APPEALS 2206 2206 1121535 936814 160357 24364 369792 111217 43263 52526 2329 0 30591 30591 0 0 495109 1211184 910493 1374927 21109 30262 93997 75488 318055 755756 433161 861506 X 203550 390614 273782 122807 477332 513421 910493 1374927 36089 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30591 30591 0 0 DUE FROM OTHER ENTITIES 1211184 1211184 DUE TO OTHER ENTITIES 755756 755756 X 1179446 21822 21822 1157624 0 1157624 1143357 21822 21822 1121535 0 1121535 PART X, LINE 2: CCCSDC BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2023 AND 2022 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. AWARDS DINNER 46839 28589 18250 2121 9404 8375 46839 28589 18250 2121 9404 8375 19900 -1650 1 EMERGENCY AND DIRECT CLIENT ASSISTANCE 402 100009 ASSISTANCE TO INDIGENT PERSONS 689 51753 ESTIMATED FAIR MARKET VALUE BASIC NECESSITIES FOR NEEDY FAMILIES PART I, LINE 2: RECIPIENTS OF DIRECT FINANCIAL AND NONCASH ASSISTANCE MUST MEET PROGRAM ELIGIBILITY REQUIREMENTS, AND ARE DETERMINED BASED ON INITIAL SCREENING AND SUPERVISORY APPROVALS. X 34947 SELLING PRICE X 6218 10881 AVG WHLS PRICE / LB X TOYS 2438 5925 SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED IN PART I, COLUMN (B). ON LINE 19, THE NUMBER OF ITEMS CONTRIBUTED IS MEASURED IN POUNDS. FORM 990, PART III, LINE 1 MISSION STATEMENT - CATHOLIC CHARITIES COMMUNITY SERVICES OF DUTCHESS COUNTY STRIVES TO BUILD A MORE JUST AND CARING DUTCHESS COUNTY BY PROVIDING COMPREHENSIVE HIGH QUALITY HUMAN SERVICES TO OUR NEIGHBORS OF ALL RELIGIONS, PARTICULARLY THE POOR AND VULNERABLE. VISION STATEMENT - CATHOLIC CHARITIES COMMUNITY SERVICES COLLABORATES WITH GENEROUS VOLUNTEERS, PARISHES AND BOTH CATHOLIC AND NON-CATHOLIC PARTNERS, TO SERVE STRUGGLING FAMILIES, THE HUNGRY, THOSE IN DANGER OF LOSING THEIR HOMES, IMMIGRANTS, YOUTH, THOSE WITH DISABILITIES AND OTHERS IN NEED. VALUES STATEMENT - CATHOLIC CHARITIES COMMUNITY SERVICES OF DUTCHESS COUNTY SERVES THOSE IN NEED WITH BOTH COMPASSION AND DIGNITY AS MADE IN THE IMAGE AND LIKENESS OF GOD. FORM 990, PART I, LINE 5 AND PART V, LINE 2A: EXPLANATION FOR NUMBER OF EMPLOYEES: THE FILING ORGANIZATION'S EMPLOYEES ARE PAID BY CATHOLIC CHARITIES COMMUNITY SERVICES, ARCHDIOCESE OF NEW YORK, WHICH SERVES AS COMMON PAYMASTER. THE ORGANIZATION REIMBURSES CCCS FOR PAYROLL AND RELATED EXPENSES. FORM 990, PART VI, SECTION A, LINE 3 CCCSDC HAS ENTERED INTO A BUSINESS SERVICES AGREEMENT WITH CCCS UNDER WHICH CCCS PROVIDES CERTAIN SERVICES (ASSISTANCE IN DELIVERY OF REGIONAL PROGRAMS AND SERVICES, STRATEGIC PLANNING, QUALITY ASSURANCE, DEVELOPMENT AND FUNDRAISING, FISCAL OPERATIONS, LEGAL AND ADMINISTRATIVE SUPPORT) FOR WHICH IT CHARGED CCCSDC $157,000 FOR THE YEAR ENDED AUGUST 31, 2023. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A SOLE MEMBERSHIP CORPORATION. THE SOLE MEMBER IS CATHOLIC CHARITIES ALLIANCE, ACTING THROUGH ITS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER HAS THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING GOVERNANCE DECISIONS & ACTIONS ARE RESERVED TO THE MEMBER: ACTIONS REQUIRING MAJORITY VOTE - TAKING INTO CONSIDERATION THE RECOMMENDATIONS OF THE BOARD OF THE CORPORATION, AND IN ACCORDANCE WITH THE PROVISIONS OF THE NEW YORK NOT-FOR-PROFIT CORPORATION LAW, THE VOTE OF A MAJORITY OF THE DIRECTORS OF THE MEMBER THEN IN OFFICE AT ITS ANNUAL, REGULAR OR SPECIAL MEETING HELD UPON NOTICE OF THE PROPOSED ACTION SHALL BE REQUIRED FOR THE FOLLOWING ACTIONS: 1) ELECTION OF DIRECTORS OF THE CORPORATION; 2) ELECTION OF THE CHAIR OF THE BOARD OF THE CORPORATION; 3) ANY AMENDMENT TO THE CERTIFICATE OF INCORPORATION, BY-LAWS OR MISSION STATEMENT OF THE CORPORATION; 4) APPROVAL OF ANY MAJOR CAPITAL PROJECT INVOLVING THE SALE, ASSIGNMENT, LEASE, PLEDGE, TRANSFER OR OTHER ENCUMBRANCE OF SUBSTANTIAL FIXED ASSETS OF THE CORPORATION; 5) APPROVAL OF ANY DEBT INCURRENCE SECURED BY THE PROPERTY, REVENUES, OR OTHER ASSETS OF THE CORPORATION; 6) APPROVAL OF ANY UNSECURED DEBT INCURRENCE IN AN AMOUNT GREATER THAN THREE MILLION DOLLARS ($3,000,000); 7) APPROVAL OF ANY UNSECURED DEBT INCURRENCE IN AN AMOUNT GREATER THAN 5% OF THE CORPORATION'S OPERATING BUDGET; 8) APPROVAL OF ANY TRANSACTION THAT REQUIRES APPROVAL IN ACCORDANCE WITH THE MEMBER'S BY-LAWS; AND 9) APPROVAL OF THE ESTABLISHMENT OF A NEW RELATED ENTITY OF THE CORPORATION. ACTIONS REQUIRING SUPERMAJORITY VOTE - TAKING INTO CONSIDERATION THE RECOMMENDATIONS OF THE BOARD OF THE CORPORATION, AND IN ACCORDANCE WITH THE PROVISIONS OF THE NEW YORK NOT-FOR-PROFIT CORPORATION LAW, THE VOTE OF TWO-THIRDS (2/3) OF THE DIRECTORS OF THE MEMBER THEN IN OFFICE AT ITS ANNUAL, REGULAR OR SPECIAL MEETING HELD UPON NOTICE OF THE PROPOSED ACTION SHALL BE REQUIRED FOR THE FOLLOWING ACTIONS: 1) APPROVAL OF THE PURCHASE, SALE, DISPOSITION, ASSIGNMENT, MORTGAGE OR LEASE OF REAL PROPERTY GREATER THAN THREE MILLION DOLLARS ($3,000,000). 2) APPROVAL OF THE PURCHASE, SALE, ASSIGNMENT, DISPOSITION, MORTGAGE OR LEASE OF REAL PROPERTY GREATER THAN 10% OF THE CORPORATION'S OPERATING BUDGET. 3) APPROVAL OF ANY MERGER, CONSOLIDATION, PURCHASE OR JOINT OPERATING AGREEMENT INVOLVING THE CORPORATION; 4) APPROVAL OF ANY PLAN OF DISSOLUTION OR LIQUIDATION OF THE CORPORATION; 5) REMOVAL WITH OR WITHOUT CAUSE OF ANY OR ALL OF THE DIRECTORS; AND 6) REMOVAL WITH OR WITHOUT CAUSE OF ANY OR ALL OF THE OFFICERS ELECTED BY THE MEMBER, OR ELECTED BY THE BOARD WITH THE APPROVAL OF THE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM AND IS PROVIDED TO MANAGEMENT AND THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL PRIOR TO FILING. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING THE FORM 990 WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY APPLICABLE TO ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES. ALL APPLICABLE INDIVIDUALS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST AGREEMENT ANNUALLY, DISCLOSING ANY POSSIBLE CONFLICT OF INTEREST. THE SIGNED DISCLOSURE STATEMENTS ARE PROVIDED TO THE CORPORATE SECRETARY FOR REVIEW. ANY POTENTIAL CONFLICTS ARE REVIEWED WITH LEGAL STAFF. AFTER DISCLOSURE OF ALL MATERIAL FACTS, AND AFTER ANY DISCUSSIONS WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. DELIBERATION AND DECISIONS ARE RECORDED IN THE MINUTES OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR, JULIE WEST, WAS COMPENSATED FOR HER SERVICES TO THE ORGANIZATION BY CATHOLIC CHARITIES COMMUNITY SERVICES. THE EXECUTIVE DIRECTOR COMPENSATION WAS APPROVED BY THE BOARD OF CATHOLIC CHARITIES COMMUNITY SERVICES OF DUTCHESS, INC. (CCCSD) IN CONJUCTION WITH THE ANNUAL EVALUATION. THE ORGANIZATION, CCCSD, REVIEWED COMPARABILITY DATA AND INDUSTRY SURVEYS TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE PROCESS WAS LAST CONDUCTED IN FY2023 AND WAS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990, GOVERNMENT DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CATHOLIC CHARITIES ALLIANCE 1011 FIRST AVENUE NEW YORK NY 10022 510429933 CORPORATE MEMBER OF CATHOLIC CHARITIES OF NY SPONSORED ORGANIZATIONS NY 501(C)(3) LINE 1 N/A 0 ASTOR SERVICES FOR CHILDREN & FAMILIES 8339 MILL STREET PO BOX 5005 RHINEBECK NY 12572 141397918 SOCIAL AND HUMAN SERVICES NY 501(C)(3) LINE 10 CATHOLIC CHARITIES ALLIANCE 0 CATHOLIC GUARDIAN SERVICES 1011 FIRST AVENUE 10TH FL NEW YORK NY 10022 135562186 SOCIAL AND HUMAN SERVICES NY 501(C)(3) LINE 7 CATHOLIC CHARITIES ALLIANCE 0 CARDINAL MCCLOSKEY SCHOOL AND HOME FOR CHILDREN 115 EAST STEVENS AVE NO LL5 VALHALLA NY 10595 131740443 SOCIAL AND HUMAN SERVICES NY 501(C)(3) LINE 10 CATHOLIC CHARITIES ALLIANCE 0 KENNEDY CHILDREN'S CENTER 2212 THIRD AVENUE NEW YORK NY 10035 135671639 SOCIAL AND HUMAN SERVICES NY 501(C)(3) LINE 1 CATHOLIC CHARITIES ALLIANCE 0 CATHOLIC CHARITIES OF STATEN ISLAND MOUNT LORETTO - 6581 HYLAN BOULEVAR STATEN ISLAND NY 103093830 135562286 SOCIAL AND HUMAN SERVICES NY 501(C)(3) LINE 10 CATHOLIC CHARITIES ALLIANCE 0 CATHOLIC CHARITIES OF ORANGE SULLIVAN & ULSTER 27 MATTHEWS STREET GOSHEN NY 10924 320151827 SOCIAL AND HUMAN SERVICES NY 501(C)(3) LINE 1 CATHOLIC CHARITIES ALLIANCE 0 CATHOLIC CHARITIES COMMUNITY SERVICES OF ROCKLAND INC 78 HUDSON AVENUE HAVERSTRAW NY 10927 133919111 SOCIAL AND HUMAN SERVICES NY 501(C)(3) LINE 7 CATHOLIC CHARITIES ALLIANCE 0 LADIES OF CHARITY 331 MAIN STREET BINGHAMPTON NY 13905 364665690 SOCIAL AND HUMAN SERVICES NY 501(C)(3) LINE 10 CATHOLIC CHARITIES ALLIANCE 0 INCARNATION CHILDREN'S CENTER 205 LEXINGTON AVENUE 2ND FLOOR NEW YORK NY 10016 134071063 SOCIAL AND HUMAN SERVICES NY 501(C)(3) LINE 10 CATHOLIC CHARITIES ALLIANCE 0 ABRAHAM HOUSE 342 WILLIS AVENUE BRONX NY 10454 133721924 SOCIAL AND HUMAN SERVICES NY 501(C)(3) LINE 7 CATHOLIC CHARITIES ALLIANCE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0