2024-05-01T11:38:54-07:00 2023-06-30 873231666 PKF O'Connor Davies Advisory LLC 500 Mamaroneck Avenue Suite 301 Harrison NY 10528 990 2022-07-01 135562186 CATHOLIC GUARDIAN SERVICES CATH 2123711000 1011 First Avenue 10th Floor New York NY 10022 Donald Brosen Chief Financial and Admin Officer 2123711000 2024-04-30 1 Donald Brosen 999009999 1 Eva Mruk P00543254 9143417042 2024-04-30 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z Craig Longley 1011 First Avenue 10th Floor New York NY 10022 84557287 0 0928 X www.catholicguardian.org X 1913 NY Catholic Guardian Services (the "Agency"), a not-for-profit membership Corporation, offers a variety of services, including, but not limited to, foster care, unaccompanied children program, people with developmental disabilities(PW/DD) services, group homes and maternity services to families and children in the New York metropolitan area. The Rosalie Hall Maternity Services program helps meet the needs of pregnant women and parenting teens by providing assistance to access pre-natal and post-natal health care, planning and support services, offering parenting and counseling services and giving adoption counseling for women who believe they are not in a position to raise a child themselves. 32 32 872 40 0 0 61480501 62770901 25218638 21264153 80505 293333 88727 -22704 86868371 84305683 10572244 15676596 0 0 44175293 50300556 0 0 547274 20160934 18257279 74908471 84234431 11959900 71252 37509798 43811704 12704441 18106606 24805357 25705098 Catholic Guardian Services (the "Agency"), a not-for-profit membership Corporation, seeks to affirm the dignity of each person it serves and to carry a message of hope to vulnerable persons of all ages, regardless of race, color, creed or ethnic origin. Its goal is to protect and nurture disadvantaged children and individuals with disabilities, to increase their prospects for self-sufficiency, to strengthen the family structures integral to their support, and to continually adapt its responses to their ever-changing needs. Specifically, it collaborates with others in the public and voluntary sectors to offer professional and compassionate care to needy individuals and groups through a broad array of community-based programs. 0 0 25516387 12800409 0 Foster Care Programs: Foster Care Programs - NYC 24 Hour Child Care: Foster Boarding Homes Days Care (168,617) The program provides 24 hour a day safety and care through foster parents for previously abused and neglected children through 280 foster boarding homes in Manhattan and the Bronx. Children in this program receive Medicaid coverage, social services planning and permanency. The foster boarding home program also offers special services to meet special needs such as children living with HIV/Aids and other serious medical problems. The Therapeutic Foster Boarding Homes and Teen Units provide specialized clinical services that have been successful in allowing teenagers and other youngsters with severe emotional and behavioral challenges to live in family foster care rather than institutional settings. 18779583 1682301 0 Unaccompanied Children (31,438 days care) - This program provides temporary community residential and family home services to unaccompanied minors who are apprehended in the U.S. by Homeland Security agents. 14145484 610551 15399909 Human Services Programs: PWDD-NYS OPWDD 24 Hour Care for People with Developmental Disabilities (11 Residences) (24,847 Days Care) The program serves individuals with intellectual and developmental disabilities by providing care and shelter and helping them fulfill their goals by carefully balancing supports and independence. This is accomplished through participation in day programs where people in the program learn new life skills by shopping, helping with household chores, playing sports, attending concerts, visiting museums and taking vacations. The participants in the program are part of the community around them holding jobs, doing volunteer work and having friends and knowing their neighbors. 4675667 97862 0 Human Services Programs, General/Other: Prevention (265 families) The Family Connections, Functional Family Therapy-Child Welfare, and Child Success Preventive programs provide support and stability to families in crisis with the goal of preventing placement of children in out-of-home care. 4948803 327566 0 Foster Care Programs: HTP Group Homes (3) (8,424 days care) The program provides 24 hour a day supervision, food, clothing, education, medical care and an intensive support system to older youth with severe emotional and behavioral challenges. The group homes are specially designed, clinically-based treatment programs targeting the needs of this population to adolescents. Types of group homes include Rapid Assessment Centers providing evaluations and safety assessments to determine whether youth can be discharged from foster care, Assertive Community Treatment Homes serving the mentally ill population as an alternative to psychiatric hospitalization and a Non-Secure Detention Program which motivates youth in the juvenile justice system to reconsider their values and personal goals while in a safe and secure environment. 5128314 35256 5864244 Health Care Programs, General/Other: Medicaid (485 children) Medicaid is available to children in foster boarding homes and group homes to help provide for medical and health needs. It provides services to assist anyone in this population in need of medical assistance including those with various illnesses and disabilities. The program gives an option for those in need of medical services and treatment of any medical or health related issues. 1055844 47516 0 Adoption Programs: Maternity Services is a privately funded initiative that affirms the sanctity and dignity of life by helping pregnant women and their unborn children in need through counseling, community referrals, parenting classes and adoption education. Adoption Services brings children and families together through adoptions and placements of children in adoptive homes. 512672 31614 0 Human Services Programs, General/Other: Healthy Families (86 families). The program is community- based which ensures the healthy development of children before birth to three years of age using the Healthy Families America model to provide families with parenting education in the comfort and security of their own homes. 338495 43521 0 Foster Care Programs: Preparing Youth for Adulthood. The program provides teenagers with the educational, vocational and life skills they need to thrive as independent adults after leaving foster care. 16659795 583335 5864244 75101249 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 117 0 872 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 32 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Anthony Breidenbach Catholic Guardian Services 2123711000 1011 First Avenue 10th Floor New York NY 10022 Mr Craig Longley Chief Executive Officer 50 X 398358 0 53587 Mr Anthony Breidenbach Chief Accounting Officer 42 X 248656 0 61520 Ms Caryn J Ashare Chief Program Officer 42 X 241724 0 25255 Mr Gary Carter Chief Performance Officer 42 X 207133 0 48347 Mr Juan I Jimenez Assistant Executive Director for Finance 35 X 185507 0 36239 Ms Sharon R Torres Chief Human Resources Officer 42 X 186408 0 19653 Ms Valerie Longwood Chief Development Officer 35 X 189777 0 15655 Ms Catherine Jean Painter Director of Medical & Mental Services 35 X 169803 0 11883 Mr Donald Brosen Chief Financial and Administrative Officer 42 X 51923 0 587 Mr Sean Britain Chair 3.00 X X 0 0 0 Mr Stephen J Hannan Vice Chair 3.00 X X 0 0 0 Mr Daniel N Chen Treasurer 3 X X 0 0 0 Mrs Anne M Falvey Board Secretary 3 X X 0 0 0 Mr John Fouhey Assistant Secretary 3 X X 0 0 0 Mrs Mary R Ambrecht Board Member 3 X 0 0 0 Ms Myrna A Barakat Board Member 3 X 0 0 0 Mr Kenneth J Burford Board Member 3 X 0 0 0 Mr Louis J Cappelli Board Member 3 X 0 0 0 Mr Hugh L Carey II Board Member 3 X 0 0 0 Mr Daniel Decelles Board Member 3 X 0 0 0 Mr Frank Fehrenbach Jr Board Member 3 X 0 0 0 Mr Mark A Flannery Board Member 3 X 0 0 0 Mr Juan Antonio Guzman Board Member 3 X 0 0 0 Mr Nikil Kannan Board Member 3 X 0 0 0 Mrs Ania Krasniewska Shahidi Board Member 3 X 0 0 0 Ms Catherine Nelson Board Member 3 X 0 0 0 Mr Patrick J O Sullivan Jr Board Member 3 X 0 0 0 Mr Frank Pacheco Board Member 3 X 0 0 0 Mrs Betsy Pearce Board Member 3 X 0 0 0 Mrs Anabelle Perez Gray Board Member 3 X 0 0 0 Mr Kevin O Keeffe Board Member 3 X 0 0 0 Mr Sal Piscopo Board Member 3 X 0 0 0 Mrs Kim Roy Tofalli Board Member 3 X 0 0 0 Mr Luciano Severo Rodembusch Board Member 3 X 0 0 0 Mrs Augusta M Sanfilippo Board Member 3 X 0 0 0 Mrs Jodi Sarsfield Board Member 3 X 0 0 0 Mr David Schwed Board Member 3 X 0 0 0 Mr John W Tietjen Board Member 3 X 0 0 0 Msgr Kevin Sullivan Board Member 3 X 0 0 0 Dr Amanda M Wilson Board Member 3 X 0 0 0 Mr Victor D Ziminsky III Board Member 3 X 0 0 0 Mrs Kym Arnone Board Member 3 X 0 0 0 Ms Ellie Johnson Board Member 3 X 0 0 0 Mr Patrick J Lewis Board Member 3 X 0 0 0 Chansi Powell Esq Board Member 3 X 0 0 0 1879289 0 272726 40 0 1 0 HORIZON STAFFING SOLUTIONS 20 Jerusalem Avenue 3rd Floor Hicksville NY 11801 Temporary Staffing 1114892 PROFICIENT CONSTRUCTION INC 2206 Holland Avenue Suite 2H Bronx NY 10467 Construction and Remodeling 869653 GEM TECHNOLOGIES INC 112 West 34th Street New York NY 10120 IT Consulting 802049 CSA INC PO Box 789 Port Washington NY 11050 Cleaning 693201 DELTA-T GROUP NORTH JERSEY INC PO Box 884 Bryn Mawr PA 19010 Temporary Staffing 571822 16 0 0 746894 265000 60686420 1072587 12921 62770901 Medicaid 900099 20040794 20040794 0 0 Social Security 623990 979692 979692 0 0 Supp. Nutrition Assistance Program 623990 243667 243667 0 0 0 0 0 0 21264153 293333 0 0 293333 0 0 0 0 0 0 0 0 0 0 0 0 228900 523594 251604 -22704 0 -22704 0 84305683 21264153 0 270629 0 0 15676596 15676596 0 0 0 0 1151136 0 1151136 0 0 0 0 0 39447229 35341417 3760541 345271 946199 817315 120354 8530 5625674 4859390 715569 50715 3130318 2703931 398167 28220 0 0 0 0 645632 425095 220537 0 145050 0 145050 0 0 0 0 0 0 0 2801107 2673298 86717 41092 219010 186683 0 32327 834585 690026 140676 3883 1956474 581837 1346966 27671 3633532 3522503 110927 102 1099040 1093800 5240 591631 589896 1735 2282431 2282431 Repairs and Maintenance Equipment 2751153 2751005 0 148 Administrative Expense 781884 392616 389268 Staff Development 279031 277958 0 1073 Dues Licenses Permits 92372 92204 0 168 144347 143248 0 1099 84234431 75101249 8585908 547274 3426956 2807769 9246252 4622681 16080099 17383071 1514555 2041938 9811799 6828983 3131238 2982816 3844080 9490907 4230652 266618 251870 37509798 43811704 5652954 5668433 266618 251870 1727464 1552407 5057405 10633896 12704441 18106606 X 23241420 23839390 1563937 1865708 24805357 25705098 37509798 43811704 71252 828489 0 0 0 0 X 0 1 X 1 1 1 X 46588861 47512186 47065200 61480501 62770901 265417649 0 0 0 0 46588861 47512186 47065200 61480501 62770901 265417649 265417649 191728 164343 85883 80505 293333 815792 0 0 0 0 0 0 266233441 125062010 0.99694 0.99714 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 0 0 0 0 Schedule C, Part II-B, Line 1 For Lines 1b and 1g, The CEO, Craig Longley, informed the Commissioner of the NYS Office of Children & Family Services (OCFS) that Catholic Guardian's Healthy Families contract had received only one 1% COLA since the original contract was entered into 12 years ago. The CEO asked if this could be remedied. 0 1 X 1363937 30000 152476 0 61515 0 1484898 1694877 50340 -218538 0 162742 0 1363937 1214607 160000 436012 0 115742 0 1694877 1291920 0 96452 0 173765 0 1214607 1247391 0 106057 0 61528 0 1291920 0 0.28 0.72 0 0 0 0 0 0 6655924 4366454 2289470 0 1642077 1392572 249505 0 1513798 1069957 443841 0 0 0 0 2982816 Contribution payable to Mutual of America 75013 Refundable advances 6265414 Lease Liabilities - Operating Leases 4008799 Lease Liabilities - Finance Leases 284670 10633896 X 85134172 828489 0 0 0 828489 84305683 0 0 0 84305683 84234431 0 0 0 0 0 84234431 0 0 0 84234431 Schedule D, Part IV, Line 2b The Agency holds cash in custodial accounts for consumers in its OPWDD programs and recognizes a liability to those consumers for the same amount. Schedule D, Part V, Line 4 The Agency's endowment funds are used to provide long term support for it's charitable programs. Schedule D, Part X, Line 2 The Agency recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. Management has determined that the Agency had no uncertain tax positions that would require financial statement recognition or disclosure. The Agency is no longer subject to examinations by the applicable taxing jurisdictions for tax periods prior to 2020. Child of Peace 752494 523594 228900 0 0 22451 85150 0 144003 0 0 752494 523594 228900 0 0 22451 85150 0 144003 251604 -22704 1 Food 786 759642 Book Food given to recipients. Board/Clothing/Special Pymts 718 12851900 Book Supplies and Equipment 786 636063 Book Supplies and equipment given to recipients. Allowances 553 175166 Book Clothing 786 190514 Book Clothing given to recipients. Childrens' Activities 553 421570 Book Children's activities expenses paid on behalf of recipients. Purchase of Health Services 786 30763 Book Purchase of health services for recipients. Medical Supplies 786 33246 Book Medical supplies for recipients. School Expense 553 415304 Book School related expenses paid on behalf of recipients. Allowance to Parents 718 137203 Book Housing Subsidy 485 25225 Book Housing subsidy paid on behalf of recipients. Schedule I, Part I, Line 2 Each expense is approved by both a Department representative and a Fiscal person. Monthly financial statements including a balance sheet and income statement are prepared by the Fiscal Department. They are distributed to the Board Finance Committee each month and the Board Finance Committee meets four times a year to review them. An annual budget is prepared and approved by the Board. A budget variance report is reviewed monthly. The use of grant funds is monitored by the internal audit inspections throughout the year as well as annual independent audits. Any deviations as to the intended use of these grant funds are addressed and resolved when they occur. X X X X X 0 0 0 0 0 0 0 1 0 Mr Craig Longley Chief Executive Officer 397171 0 17000 0 1188 0 41507 0 12080 0 468946 0 0 Mr Anthony Breidenbach Chief Accounting Officer 247468 0 10000 0 1188 0 30754 0 30765 0 320175 0 0 0 Ms Caryn J Ashare Chief Program Officer 240950 0 10000 0 774 0 11719 0 13536 0 276979 0 0 0 Mr Gary Carter Chief Performance Officer 206359 0 3000 0 774 0 7747 0 40600 0 258480 0 0 0 Ms Sharon R Torres Chief Human Resources Officer 186056 0 7000 0 352 0 7181 0 12472 0 213061 0 0 0 Mr Juan I Jimenez Assistant Executive Director for Finance 185349 0 6000 0 158 0 7255 0 28983 0 227745 0 0 0 Ms Catherine Jean Painter Director of Medical & Mental Services 158487 0 0 0 11316 0 0 0 11883 0 181686 0 0 0 Mr Donald Brosen Chief Financial and Administrative Officer 51923 0 0 0 0 0 0 0 587 0 52510 0 0 0 Ms Valerie Longwood Chief Development Officer 189075 0 0 0 702 0 5929 0 9727 0 205433 0 0 0 Schedule J, Part I, Line 7 As shown on schedule J, part II, these individuals received a bonus/incentive based on performance. Form 990, Part VI, Section A, Line 2 There is a business relationship between two of our board members, Mr. Daniel Decelles and Ms. Kym Arnone. Form 990, Part VI, Section A, Line 6 Catholic Charities Alliance is the sole member of Catholic Guardian Services. Form 990, Part VI, Section A, Line 7a The vote of a majority of the Directors of Catholic Charities Alliance is required for the election and removal of Board Chair and members of Catholic Guardian Services Board of Directors. Form 990, Part VI, Section A, Line 7b The vote of a majority of the Directors of Catholic Charities Alliance is required for various actions including: any amendments to the governing documents, any major debt or capital projects and a plan of dissolution and distribution of assets of Catholic Guardian Services. Form 990, Part VI, Section B, Line 11b Form 990 is prepared by the Fiscal Department and then reviewed by the CFO, Executive Director and independent auditors. It is then e-mailed to the Board Audit Committee for a detailed review and acceptance. After this review is complete, it is e-mailed to the other members of the Board of Directors for questions and comments. Once accepted, it is filed electronically, unless required otherwise with the IRS. Form 990, Part VI, Section B, Line 12c The Assistant Executive Director for Human Resources monitors compliance with the conflict of interest policy. All employees receive a copy of the conflict of interest policy at the start of their relationship with the Agency and are covered by the policy. Employees at the Director level and above, members, committee members member of the Board of Directors and key staff must also complete an annual disclosure form and update the forms as necessary during the year. The Assistant Executive Director for Human Resources is responsible for making sure that all individuals to whom this conflict of interest policy applies receive a copy and sign the disclosure annually. In addition, this individual provides an annual written confirmation to the Executive Director noting that all appropriate persons have received a copy and signed the Disclosure. Any individual who feels that he or she may be aware of an actual or potential undisclosed conflict of interest should report all pertinent details in a memorandum to the Chair of the Board of Directors. Upon disclosure, the Board of Directors or relevant committee, in consultation with counsel if necessary, will evaluate all potential conflicts to determine if a conflict of interest exists. If it is determined that a conflict exists or that there is an appearance of a conflict, the transaction in question may be approved only upon a vote of a majority of the disinterested directors or a majority of the disinterested committee members. In presenting any recommendation to the full Board with respect to a transaction in which a committee member has an interest, the committee chair will disclose the particular member's interest to the full Board. Under no circumstances may a transaction be approved, which would violate the terms of any existing government contracts for funding of the Agency's programs. Form 990, Part VI, Section B, Line 15 The Board of Directors Executive Committee has an annual meeting to discuss the salary of the Chief Executive Officer, Chief Financial and Administrative Officer, Chief Accounting Officer, Chief Program Officer, Chief Performance Officer, Chief Development Officer, Chief Human Resources Officer, and Support and Services positions. The persons serving in those positions are not allowed to be present at the meeting or involved in the process in any way. A schedule is prepared comparing similar positions from similar sized non-for-profit agencies using Guidestar and making phone calls. This process is undertaken annually and was last completed in May 2023. Form 990, Part VI, Section C, Line 19 The Agency's audited financial statements, conflict of interest policy and governing documents are made available to the public via mail upon request. Catholic Charities Alliance 1011 First Avenue New York NY 10022 510429933 Church NY 501(c)(3) 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0