2024-08-08T16:10:17-05:00 2022-04-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2021-05-01 942677202 CATHOLIC CHARITIES OF THE DIOCESE OF OAKLAND CATH 5107683100 433 JEFFERSON STREET OAKLAND CA 94607 JAMES FIEDLER BOARD CHAIR, INTERIM CEO 5107683100 2024-08-08 1 KATY BROWN P00650274 9257902600 2024-08-08 2021 2024-08-08 14:25:15Z X CATHOLIC CHARITIES OF THE EAST BAY JAMES FIEDLER 433 JEFFERSON STREET OAKLAND CA 94607 14756637 0 0928 X WWW.CCEB.ORG X 1979 CA CATHOLIC CHARITIES OF THE EAST BAY WORKS WITH YOUTH, CHILDREN, AND FAMILIES TO (CONT. ON SCH. O) PROMOTE SELF-SUFFICIENCY, STRENGTHEN FAMILIES, AND PURSUE JUSTICE. 15 14 112 105 24761 35638 12176662 13869277 479455 409303 674128 256442 47201 5812 13377446 14540834 3609509 5530586 0 0 5988872 6658712 0 0 567544 2867117 2892927 12465498 15082225 911948 -541391 39560106 36606998 6998409 6623180 32561697 29983818 X CATHOLIC CHARITIES OF THE EAST BAY WORKS WITH YOUTH, CHILDREN, AND FAMILIES TO PROMOTE SELF-SUFFICIENCY, STRENGTHEN FAMILIES, AND PURSUE SAFETY AND JUSTICE. 0 0 3745200 5530586 409303 MENTAL HEALTH AND VIOLENCE PREVENTION (MHVP)MHVP PROVIDES THE NECESSARY HELP TO HEAL FAMILIES THROUGH CLINICAL AND RESTORATIVE PRACTICES. WE WORK WITH INDIVIDUALS, FAMILIES, AND HAVE ESTABLISHED PARTNERSHIPS WITH COMMUNITY SCHOOLS TO ADDRESS THE TRAUMA AND COMMUNITY VIOLENCE THAT MANY FACE AND CONTINUE TO FACE DUE TO SYSTEMIC RACISM. HOLISTICALLY, WE HELP TO STRENGTHEN FAMILIES THROUGH OUR STRONG COMMUNITY PARTNERSHIPS, INTERPERSONAL AND STRUCTURAL METHODS, AND WITH OUR PUBLIC HEALTH MODEL APPROACH. IN SCHOOLS AND WITH YOUTH: - WE WORK WITH STUDENTS AND COMMUNITY GROUPS SERVING YOUNG PEOPLE THROUGH CULTURALLY RESPONSIVE APPROACHES (CONT. ON SCH O) TO OVERCOME THE CHALLENGES PRESENTED AT SCHOOLS IN OAKLAND UNIFIED AND WEST CONTRA COSTA UNIFIED SCHOOL DISTRICTS.- WE PROVIDE EDUCATION AND AWARENESS TO PREVENT TRAFFICKING AND EXPLOITATION OF YOUNG PEOPLE.- WE HELP YOUNG PEOPLE (AGES 14 TO 18) CURRENTLY ON PROBATION OR AT RISK OF VIOLENCE LEARN STRATEGIES TO SAFELY RESPOND IN SITUATIONS OF STRESS, FEAR, AND CONFLICT.IN THE AFTERMATH OF HOMICIDE:- WE PROVIDE GRIEF COUNSELING AND FAMILY SUPPORT SERVICES TO SURVIVING FAMILY/FRIENDS WHO LOST LOVED ONES TO HOMICIDE IN OAKLAND.WITH FAMILIES:- WE WORK WITH PARENTS AND CHILDREN IN CONTRA COSTA COUNTY TO STRENGTHEN FAMILIES, IMPROVE CHILD WELL-BEING, AND HELP FAMILIES STAY SAFELY TOGETHER IN THEIR HOMES. IN 2021, THE MENTAL HEALTH DEPARTMENT PROVIDED CASE MANAGEMENT SERVICES TO OVER 1500 CLIENTS. 4537166 IMMIGRATION LEGAL SERVICESCATHOLIC CHARITIES' IMMIGRATION LEGAL SERVICES PROGRAM PROVIDES IMMIGRATION CONSULTATIONS AND FULL-SCOPE LEGAL REPRESENTATION, COMMUNITY OUTREACH AND EDUCATION, AND CAPACITY BUILDING FOR SCHOOL DISTRICTS AND COMMUNITY ORGANIZATIONS SERVING VULNERABLE IMMIGRANT POPULATIONS. WE HELP CLIENTS EARN LAWFUL WORKING STATUS AND FOLLOW A PATH TO CITIZENSHIP THROUGH LEGAL CONSULTATIONS, FAMILY-BASED VISAS, DEFERRED ACTION FOR CHILDHOOD ARRIVALS (DACA) APPLICATIONS, AND CITIZENSHIP APPLICATIONS. WE ALSO OFFER LEGAL REPRESENTATION FOR UNACCOMPANIED AND UNDOCUMENTED MINORS, AND DETAINED AND NON-DETAINED INDIVIDUALS ALREADY IN THE IMMIGRATION COURT SYSTEM WHO ARE FACING DEPORTATION.OUR IMMIGRATION LEGAL SERVICES PROVIDE CLIENTS WITH AN ESSENTIAL TOOL IN THE FIGHT FOR EQUITY: LEGAL STATUS AND THE RIGHT TO WORK. WITHOUT WORK PERMITS AND LEGAL STATUS, IT IS EXTREMELY DIFFICULT FOR IMMIGRANT FAMILIES TO BUILD POWER AND ACHIEVE FINANCIAL STABILITY. THROUGH CATHOLIC CHARITIES' IMMIGRATION LEGAL SERVICES PROGRAM, FAMILIES ARE ABLE TO OBTAIN THE STATUS THEY NEED TO EQUITABLY PARTICIPATE IN CIVIC LIFE WITHIN THE COMMUNITY. WE ALSO COORDINATE WITH OTHER IMMIGRATION SERVICE PROVIDERS AND CHURCHES, SCHOOLS, AND CLINICS TO PROVIDE COMMUNITY EDUCATION AND OUTREACH IN ALAMEDA AND CONTRA COSTA COUNTIES. OUR KNOW YOUR RIGHTS PRESENTATIONS PREPARE IMMIGRANT FAMILIES FOR POTENTIAL THREATS OF DETENTION AND/OR DEPORTATION, AND PROVIDE INFORMATION TO COMBAT FEAR-BASED INFORMATION CIRCULATING OUR COMMUNITIES. ADDITIONALLY, WE TRAIN SERVICE PROVIDERS ON MEETING COMMUNITY NEEDS, PARTICULARLY FOR UNACCOMPANIED AND UNDOCUMENTED MINORS. IN 2021, OUR IMMIGRATION LEGAL SERVICES PROGRAM PROVIDED NEARLY 2,100 CONSULTATIONS, AND FILED OVER 700 CASES, INCLUDING 164 NATURALIZATION (N-400) APPLICATIONS, 465 DACA APPLICATIONS, 107 REMOVAL DEFENSE CASES, AND 16 ASYLEE ADJUSTMENTS. CATHOLIC CHARITIES' OUTREACH EFFORTS REACHED NEARLY 3,000 PEOPLE THROUGH OUR IN-PERSON AND ONLINE EVENTS. COMPLETE YEAR-END DATA FOR 2022 IS FORTHCOMING, AND WILL BE SIMILAR IN REACH. IN 2023, WE EXPECT THE DEMAND FOR SERVICES TO CONTINUE TO GROW, ESPECIALLY WITH THE NEW IMMIGRATION COURT SET TO OPEN IN CONCORD NEAR OUR OFFICE SPACE IN THE MONUMENT CORRIDOR. 2488238 HOMELESSNESS PREVENTIONCATHOLIC CHARITIES' HOMELESSNESS PREVENTION PROGRAM WORKS TO PREVENT HOMELESSNESS, ADVOCATES FOR AND ADDRESSES EMERGENCY HOUSING NEEDS, AND FINDS DIFFERENT AVENUES TO MEET THE NEEDS OF THE MOST VULNERABLE WITH CROSS-FUNCTIONAL ACTIVITIES. USING THE COMMUNITY PARTNERSHIPS WE HAVE, OUR STRENGTH IS UNDERSTANDING THE BARRIERS THAT COME WITH THE NEED TO FIND SHELTER, FOOD, CLOTHES, JOBS, AND ULTIMATELY, STABILITY. WE EDUCATE THOSE WHO ARE ON THE BRINK OF HOMELESSNESS AND THOSE WHO ARE CURRENTLY UNHOUSED WITH WHAT THEIR LEGAL RIGHTS ARE, HOW TO RETAIN RENTAL OR DEPOSIT ASSISTANCE, AND HOW TO KEEP THEIR UTILITIES ON AND PREVENT INTERRUPTION. IN 2021, IN BOTH CONTRA COSTA AND ALAMEDA COUNTIES, OUR HOUSING TEAM CONDUCTED 2,490 INTAKES AND HELPED 890 FAMILIES WITH DIRECT FINANCIAL ASSISTANCE. WE DISTRIBUTED $3.9M IN HOUSING ASSISTANCE, AND ACROSS ALL PROGRAMS, HELPED 22,756 INDIVIDUALS WITH ESSENTIAL SERVICES, AND DISTRIBUTED MORE THAN 113,000 POUNDS OF FOOD. 10770604 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 776 0 1 112 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 15 14 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X JULIA TAYLOR 5107683100 433 JEFFERSON STREET OAKLAND CA 94607 MARGARET PETERSON CEO & SECRETARY 35.00 X X 171764 0 18299 BISHOP MICHAEL C BARBER SJ PRESIDENT 2.00 X X 0 0 0 JAMES B JONES BOARD CHAIR 2.00 X X 0 0 0 JAMES FIEDLER BOARD VICE CHAIR 2.00 X X 0 0 0 WENDY LEVICH ASSISTANT TREASURER 0.50 X X 0 0 0 DR MARY OLOWIN MD BOARD MEMBER 0.50 X 0 0 0 MARIANELA CARTER DDS BOARD MEMBER 0.50 X 0 0 0 NANCY CECCONI BOARD MEMBER 0.50 X 0 0 0 PAMELA FERGUSON BOARD MEMBER 0.50 X 0 0 0 DAVID KATREEB BOARD MEMBER 0.50 X 0 0 0 MATTHEW KEMNER BOARD MEMBER 0.50 X 0 0 0 KEVIN PETERS BOARD MEMBER 0.50 X 0 0 0 REV GEORGE E SCHULTZE SJ BOARD MEMBER 0.50 X 0 0 0 STEVE WILCOX BOARD MEMBER 0.50 X 0 0 0 MARLENE MATSUOKA BOARD MEMBER 0.50 X 0 0 0 RONG Z CLARK CFO (THRU 03/22) 35.00 X 150723 0 10390 CHRISTOPHER MARTINEZ CHIEF PROGRAM OFFICER 35.00 X 130084 0 12412 MARY KUHN CHIEF OF COMMUNICATION 35.00 X 102679 0 13784 555250 0 54885 9 0 1 0 SYNC-RESULTS 2215 ARBOR CHASE CIRCLE ARLINGTON TX 76011 CONSULTING 130264 1 152977 10020442 3695858 13869277 PROGRAM SERVICE FEES 900099 294053 294053 SCHOOL SERVICE CONTRAC 900099 115250 115250 409303 385814 385814 79632 4200 66126 4522 13506 -322 13184 24761 -11577 129372 -129372 -129372 -129372 0 152977 15783 -15783 -15783 MISCELLANEOUS REVENUE 900099 8411 8411 8411 14540834 409303 24761 237493 209557 209557 5321029 5321029 364525 139316 134078 91131 5179138 3638288 1317318 223532 93623 73002 20032 589 455492 344276 101797 9419 565934 402894 135439 27601 76231 76231 47000 47000 50224 50224 1114399 186306 832467 95626 154241 46056 90173 18012 402804 120275 235490 47039 522675 150492 362200 9983 8413 6150 2154 109 15182 11349 3601 232 76473 53094 23379 177976 177976 BAD DEBT EXPENSE 153001 50251 68657 34093 EQUIPMENT LEASES 48629 3266 45363 BOARD EXPENSES 30782 10110 13813 6859 PROGRAM RELATED 10812 3551 4852 2409 4085 1342 1833 910 15082225 10770604 3744077 567544 7433849 5172373 942184 628600 806295 2788539 40509 26561 4935994 2802739 2306754 2133255 27852459 25666037 178056 191633 39560106 36606998 1097638 1480516 172678 0 2750455 3501487 1135933 1088247 1841705 552930 6998409 6623180 X 14547509 13333467 18014188 16650351 32561697 29983818 39560106 36606998 -541391 -2036488 0 X X 0 1 X 1 1 1 X 8801033 14860472 23288028 12176662 13869277 72995472 8801033 14860472 23288028 12176662 13869277 72995472 17007813 55987659 201498 302749 403598 408598 465446 1781889 128471 85999 645 16214 8411 239740 75017101 2304023 0.74630 0.71440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 2750455 751032 3501487 1 X 13371840 1457681 -836019 1036379 38713 12918410 10825434 2732871 138305 13420000 11992972 -673436 -251234 162944 79924 10825434 6537665 4618778 965723 64966 64228 11992972 5636956 444157 590599 86578 47469 6537665 1.00000 0 0 374224 374224 1699402 679406 1019996 2245711 1673165 572546 239859 238124 1735 376798 212044 164754 2133255 LINE OF CREDIT 437711 PPP LOAN 115219 552930 X 12540553 -2036488 -2036488 14577041 50224 -86431 -36207 14540834 15118432 86431 86431 15032001 50224 50224 15082225 PART IV, LINE 2B: CATHOLIC CHARITIES COLLECTS MONEY FROM CATHOLIC PARISHES TO BENEFIT OTHER CATHOLIC CHARITABLE ORGANIZATIONS. CATHOLIC CHARITIES ALSO ACTS AS A FISCAL AGENT FOR DISBURSING THE SAN FRANCISCO CHRONICLE'S SEASON OF SHARING FUND IN ALAMEDA AND CONTRA COSTA COUNTIES AND ALAMEDA COUNTY'S HOMELESS & EMERGENCY LODGING PROGRAM (HELP). THE SEASON OF SHARING AND HELP FUNDS ARE USED PRIMARILY FOR HOUSING ASSISTANCE TO INDIVIDUALS. ALAMEDA COUNTY DEPARTMENT OF SOCIAL SERVICES AND CONTRA COSTA COUNTY ADMINISTER THE SEASON OF SHARING PROGRAM, WHICH INVOLVES COUNTY SOCIAL SERVICES AGENCIES AND OTHER COMMUNITY ORGANIZATIONS IT DESIGNATES TO SCREEN AND DIRECT DISBURSEMENTS TO ELIGIBLE INDIVIDUALS. CATHOLIC CHARITIES IS ONE OF THE DESIGNATED ORGANIZATIONS. THE HELP PROGRAM IS ADMINISTERED BY THE ALAMEDA COUNTY DEPARTMENT OF SOCIAL SERVICES AND MODELED OFF OF THE SEASON OF SHARING PROGRAM, BUT IS RESTRICTED TO ALAMEDA COUNTY RESIDENTS. PART X, LINE 2: CATHOLIC CHARITIES IS EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER PROVISIONSOF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 27301D OF THE CALIFORNIA REVENUE AND TAXATION CODE. AS SUCH, THERE IS NO PROVISION FOR INCOME TAXES. CATHOLIC CHARITIES HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF APRIL 30, 2022 CATHOLIC CHARITIES DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -70,648. SPECIAL EVENT EXPENSES -15,783. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 70,648. SPECIAL EVENT EXPENSES 15,783. 2021 GOLF EVENT 122251 122251 15783 TRANSFORMING LIVES 30726 30726 152977 152977 15783 15783 -15783 1 YOUTH ALIVE 3300 ELM STREET OAKLAND CA 94609 943143254 501(C)(3) 209557 0 PROGRAM PARTNER - CRISIS RESPONSE 1 0 RENT AND UTILITY ASSISTANCE 945 5004600 FINANCIAL ASSISTANCE 333 316429 PART I, LINE 2: ALL GRANTS ARE PROVIDED ON A REIMBURSEMENT BASIS. GRANTEES PROVIDE MONTHLY INVOICES FOR EXPENSES INCURRED, AND THESE INVOICES ARE REVIEWED BY THE PROGRAM AND FINANCE TEAMS BEFORE PAYMENT. GRANTEES, AS PROGRAM PARTNERS, WORK DIRECTLY WITH CATHOLIC CHARITIES EMPLOYEES WHEN PROVIDING SERVICES, SO PROGRAM OUTCOMES ARE REGULARLY REVIEWED. APPLICANTS ARE SCREENED FOR ELIGIBLITY AGAINST PRE-DETERMINED CRITERIA. ASSISTANCE TO INDIVIDUALS OR FAMILIES ARE PROVIDED ONLY AFTER A CASE WORKER HAS OBTAINED INDEPENDENT VERIFICATION OF THE INFORMATION ON THE APPLICATION SUBMITTED. MOST CLIENTS ARE REFERRED BY A GOVERNMENT AGENCY THAT HAS ALREADY SCREENED FOR AND DOCUMENTED ELIGIBLITY. ASSISTANCE IS PROVIDED BY DISBURSING FUNDS DIRECTLY TO CLIENT FOR FOOD, HEALTH, CLOTHING, TRANSPORTATION, AND FOR OTHER BASIC NEEDS OR TO THE CLIENT'S LANDLORD OR APPROPRIATE UTILITY FOR RENT OR UTILITIES AS APPROPRIATE. HOLIDAY ASSISTANCE ARE DISTRIBUTED BY CASE MANAGERS AND VOLUNTEERS. HOLIDAY AND GROCERY GIFT CARDS ARE DISTRIBUTED BY CASE MANAGERS. X X 0 0 0 0 0 0 0 0 0 MARGARET PETERSON CEO & SECRETARY 171764 0 0 0 0 0 5012 0 13287 0 190063 0 0 0 RONG Z CLARK CFO (THRU 03/22) 150723 0 0 0 0 0 4417 0 5973 0 161113 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 STEVE WILCOX IS THE CHANCELLOR OF THE DIOCESE OF OAKLAND AND REPORTS TO BISHOP BARBER. FORM 990, PART VI, SECTION A, LINE 7A THE BISHOP OF THE DIOCESE OF OAKLAND SERVES AS PRESIDENT OF THE BOARD BUT FUNCTIONS IN AN EX-OFFICIO CAPACITY AND HAS DELEGATED THE GOVERNANCE OVERSIGHT RESPONSIBILITIES TO THE CHAIRMAN OF THE BOARD. THE BISHOP HAS VETO RIGHTS IN TERMS OF THE APPROVING OF NEW MEMBERS ON THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS RECEIVE A COPY OF THE FORM 990 AND IT IS DISCUSSED AT A BOARD MEETING AT THE TIME THAT THE ANNUAL AUDIT REPORT IS REVIEWED. AFTER REVIEW, THE RETURNS ARE FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C NEW BOARD MEMBERS ARE ORIENTED WHEN THEY ASSUME THE RESPONSIBILITIES OF BOARD MEMBERSHIP. AS PART OF THE ORIENTATION, THEY REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN OFF ACKNOWLEDGING THEIR FULL UNDERSTANDING OF THE POLICY. COMPLIANCE IS MONITORED ANNUALLY; DURING THE OFFICER INSTALLATION EACH FISCAL YEAR, DIRECTORS ARE ASKED TO EVALUATE WHETHER THEY HAVE ANY CONFLICTS OF INTEREST AND DISCLOSE ANY IDENTIFIED TO THE BOARD CHAIR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR CONDUCTING A THOROUGH PERFORMANCE EVALUATION OF THE CHIEF EXECUTIVE OFFICER. THE CEO IN TURN CONDUCTS A PERFORMANCE EVALUATION OF THE KEY EXECUTIVE LEVEL POSITIONS IN PROGRAM, DEVELOPMENT, HUMAN RESOURCES, FINANCE, AND INFORMATION TECHNOLOGY/FACILITIES. COMPENSATION DATA FROM SIMILAR SIZED BAY AREA NON-PROFITS IS USED TO GAUGE THE REASONABLENESS OF OFFICER COMPENSATION AS WELL. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS OF THE ORGANIZATION, INCLUDING GOVERNANCE AND CONFLICT OF INTEREST STATEMENTS, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, AMENDED RETURN EXPLANATION THIS RETURN IS AMENDED TO UPDATE ALL FINANCIAL INFORMATION TO TIE TO AUDITED FINANCIAL STATEMENTS ISSUED AFTER THE ORIGINAL RETURN WAS FILED. ADJUSTMENTS WERE MADE TO FORM 990 PART I, III, VIII, IX, X, XI, SCHEDULE A, B, D AND I.