2025-12-19T12:15:18-06:00 2025-06-30 273337428 Smith Marion & Co 1940 Orange Tree Lane Suite 100 Redlands CA 92374 990 2024-07-01 953516461 Catholic Charities San Bernardino & Riverside Counties CATH 9093881239 1450 North D Street San Bernardino CA 92405 Tim Ney CEO 9093881245 2025-12-19 1 1 Carlos Carazo P02046597 9093072323 2025-12-19 2024 2025-03-06 01:10:19Z Tim Ney 1450 North D Street San Bernardino CA 92405 6028458 0 X www.ccsbriv.org X 1980 CA The mission of Catholic Charities is to achieve lasting stability and well-being by creating opportunities that promote healthy and fulfilling lives. Our vision is to empower individuals and families to live a healthy life by providing opportunities that lead to stability. 17 16 72 165 0 0 6235323 5634142 35993 29865 257471 359865 0 4586 6528787 6028458 3581354 2634608 0 0 2251741 2429882 0 0 239399 851371 980552 6684466 6045042 -155679 -16584 11444537 11725969 703643 630125 10740894 11095844 X The mission of Catholic Charities is to achieve lasting stability and well-being by creating opportunities that promote healthy and fulfilling lives. Our vision is to empower individuals and families to live a healthy life by providing opportunities that lead to stability. 0 0 3708708 2634608 FAMILY & COMMUNITY SERVICES:Program: Housing Assistance Stat Report Source: Workbook: 990 FCS In-Office Service Slip CountTab: Cumulative Services ProvidedTotal: Total Service Activities - HousingGoal: To prevent eviction, foreclosure, and homelessness.Description: Payments to landlords, mortgage companies, motels, otherNumber Served: 199 households (746 individuals benefited)Program: Utility Assistance Stat Report Source: Workbook: 990 FCS In-Office Service Slip CountTab: Cumulative Services ProvidedTotal: Total Service Activities - UtilityGoal: To prevent interruption of utility services and assist clients in obtaining necessary utility services.Description: Payments/vouchers to utility companies (gas, electricity and water)Number Served: 1,124 households (4,215 individuals benefited)Program: In-Office Food AssistanceStat Report Source: Workbook: 990 FCS In-Office Service Slip CountTab: Cumulative Services ProvidedTotal: Total Service Activities - In-Office FoodGoal: To provide nutritional, supplemental food to families.Description: Food vouchers, gift cards, food pantries, and Cal-Fresh applications Number Served: 2,775 households (10,406 individuals benefited)Program: Food Distribution Programs Stat Report Source: Workbook: Food Distribution ProgramsTab: Food Distribution ReportTotal: Row 25 "Unique Households & Unique Individuals" totalsRow 26 "Grand total Meals"Goal: To provide regularly scheduled, large distributions of groceries providing multiple healthy meals per family at five (5) locations throughout the region. Description: Boxes and bags of nutritional foods that most often include fruits, vegetables, dairy products, meats, eggs, bread, and various non-perishable items. Number Served: 5,762 unique households (14,416 unique individuals benefited) Estimated: 521,854 total mealsProgram: Other Crisis Intervention ServicesStat Report Source: Workbook: 990 FCS In-Office Service Slip Count Tab: Cumulative Services ProvidedTotal: Total Service Activities - Other Crisis InterventionGoal: To provide necessary social services for low-income families to increase safety, stability, and health. Description: Family assessment of strengths and needs, linkages to appropriate community services, case management, advocacy, document replacement, transportation, clothing, household and personal hygiene items, prescriptions, burial assistance, employment assistance, and other unique assistance as needed.Number Served: 1,018 households (3,818 individuals benefited)Program: Family Strengthening ActivitiesStat Report Source: Workbook: 990 FCS In-Office Service Slip CountTab: Cumulative Services ProvidedTotal: Total Service Activities Family StrengtheningGoal: To provide various opportunities to further increase the wellbeing of low-income families.Description: VITA tax preparation services, holiday food, gifts & toys, Heathy Eating & Living Activities, and other strengthening servicesNumber Served: 1,365 households (5,119 individuals benefited) Program: Career Advisory ServicesGoal: The goal of Career Advisory Services is to prepare individuals for stable employment, improve financial literacy, and support long term independence. Description: The program offers job readiness training, resume and interview support, and financial literacy classes. It also provides help with applications, documents, and transportation to connect clients with meaningful work. Program began February 2025.Number Served: 236 Households (885 individuals benefited)Program: Hunger ReliefGoal: The goal of the Hunger Relief program is to reduce food insecurity by providing families with access to nutritious meals and resources that promote long term food stability. Description: The program distributes culturally appropriate food through parish pantries and Matthew's Harvest meal boxes, while also offering CalFresh enrollment support and nutrition education. By combining immediate food assistance with education and resources, the program helps families meet their daily needs and build healthier futures. Program began February 2025.Number Served: 4,233 Households (15,874 individuals benefited)Program: Healthcare Access Goal: The goal of the Healthcare Access program is to ensure that individuals and families can obtain quality healthcare coverage and services that improve overall well-being. Description: The program assists clients with Medi Cal enrollment and renewals, guides them in finding healthcare providers, and supports them in accessing needed medical care. By simplifying the process, it ensures that more people receive consistent and reliable healthcare. Program began February 2025.Number Served: 792 Households (2,970 individuals benefited) 393750 29865 COUNSELING SERVICESProgram: In-Office Counseling Services (Telehealth)Stat Report Source: Workbook: Counseling Year-End ReportTab: Numbers ServedTotal: Total of "Ind./Family Clinical Counseling services"Goal: To increase the psychosocial functioning of individuals and families with emotional/behavioral problems or family dysfunction.Description: Individual, couple, youth, and family counseling services provided by supervised, master's degree level staffNumber Served: 126 households (181 individuals benefited) 979 clinical hours of serviceProgram: School Counseling Services Stat Report Source: Workbook: Counseling Year-End ReportTab: Numbers ServedTotal: Total of "School Counseling services, Set for School, and Head Start totalsGoal: To increase the academic and behavioral performance of pre-school through eighth grade students on-site in numerous public & private school settings.Description: Therapeutic interventions, consultations, information, and support to referred or voluntary students, parents, and teachers on campusNumber Served: 1,891 children/youth/adults benefited 2,207 hours of service 533668 Program: Immigration & Citizenship ServicesStat Report Source: Workbook: 990 IMM UOS ReportTab: UOS Report Transposed & TotaledTotal: Total of "Unique IMM Households and "Unique Individuals"Goal: To provide eligibility screening information and submit acceptable documents required by the USCIS, so eligible applicants may obtain legal adjustments in their immigrant status.Description: Individual consultations and assistance for eligible immigrants by DOJ certified staff with a range of applications and required documents required by the USCISNumber Served: 1,357 Households (2,850 individuals benefited) 282323 Program: Neighborhood Outreach ActivitiesStat Report Source: Workbook: Neighborhood Outreach ActivitiesTab: Purpose (First Tab)Total: Total of "Neighborhood Outreach # of Attendees" Minus Mecca/Northshore Foodservice New ClientsGoal: To provide "light touch" outreach services for the general community that simply requires participation no enrollment for services.Description: Catholic Charities sponsored outreach activities such various services for the homeless that include mobile showers (COVID hiatus), "Neighbor2Neighbor" weekend hospitality services in two (2) locations, COVID-19 Outreach Activities including Public Health Awareness and Access to Treatment, PPE, other surplus distributions for the neighborhood, distributing COVID Flyers during vaccine information engagements, and special outreach events at various locations throughout the year.Number Contacts: 18,981 Individuals Benefitted 282323 4918449 1 1 0 0 0 0 0 0 0 1 1 1 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 1 0 0 0 0 0 0 0 0 1 13 0 72 1 0 0 0 0 0 0 0 0 0 0 X 17 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Jesse R Gonzalez COO 9093881245 1450 N D Street San Bernardino CA 92405 John Kosta Chairman 2.00 X X 0 0 0 Dr Donald Averill EdD Vice Chairman 3.00 X X 0 0 0 Jorge Montenegro Treasurer 2.00 X X 0 0 0 Candace Heaton Secretary 2.00 X X 0 0 0 Manny Cardoza Director 1.00 X 0 0 0 Minerva Clayton Director 1.00 X 0 0 0 Dr Timothy Jenkins MD Director 1.00 X 0 0 0 Gerardo J Lopez Director 1.00 X 0 0 0 Javier H Lopez Director 1.00 X 0 0 0 Maria Macabales Director 1.00 X 0 0 0 Sergio Nunez Director 1.00 X 0 0 0 Cynthia Ronquillo-Francisco Director 1.00 X 0 0 0 Sister Leticia Salazar Director 2.00 X X 0 0 0 Kelly Schlegel Director 1.00 X 0 0 0 William Schlegel Director 1.00 X 0 0 0 Teresa Seipel Director 1.00 X 0 0 0 The Most Rev Bishop Alberto Rojas President 1.00 X 0 0 0 Tim Ney CEO 40.00 X 64584 0 0 Jesse R Gonzalez COO 40.00 X 123531 0 0 188115 0 0 1 0 0 0 0 6372 52518 2095654 3479598 2011284 5634142 Program fees 900099 29865 29865 29865 359865 359865 0 52518 0 0 Gain on disposal 900099 4586 4586 4586 6028458 34451 0 359865 2634608 2634608 188115 120134 59624 8357 1809759 1155747 573614 80398 203533 125140 68800 9593 228475 143906 75291 9278 56353 46353 10000 95702 43391 52311 146245 106486 16896 22863 197239 163430 33216 593 34807 27251 7556 59254 28978 22679 7597 85207 61461 23746 39206 32288 6918 Agency dues 77503 15885 47550 14068 Subcontractors 52884 52884 Equipment purchases 42479 25015 14147 3317 Program Materials 34012 32447 1565 59661 149398 -110761 21024 6045042 4918449 887194 239399 4381179 442065 474222 4376426 586226 621411 7938 6817 8133 22173 2250938 817747 1495334 1433191 4441599 4788488 49906 35398 11444537 11725969 255241 300235 72684 189 375718 329701 703643 630125 X 8283334 8638284 2457560 2457560 10740894 11095844 11444537 11725969 X -16584 339529 32005 X X 0 1 X 1 1 1 X 6305491 6001880 7509299 6235323 5551356 31603349 6305491 6001880 7509299 6235323 5551356 31603349 31603349 203133 41829 298784 257471 359865 1161082 208514 208514 4273 4273 32977218 286289 0.95830 0.96450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5257560 75000 110320 75000 5367880 5109383 203000 148177 203000 5257560 5270845 120538 282000 5109383 5716699 311137 -129075 627916 5270845 4677208 1144612 246111 351232 5716699 0.52162 0.47838 0 0 66207 66207 1597455 345532 1251923 587276 472215 115061 1433191 Catholic Foundation 3265608 F Catholic Foundation - Pietri 1522880 F 4788488 Pension liability 295503 Lease Liability 34198 329701 X 6562969 339529 194982 534511 6028458 0 6028458 6240024 194982 194982 6045042 0 6045042 Part V, Line 4: The Organization has set funds aside for the following programs: -New & expanding programs -Investment in Higher Education programs -Family & Community Services San Bernardino County -Family & Community Services Riverside County -Building repairs/renovations -Social Enterprise -Immigration & Naturalization Services -Counseling services -Disaster Relief & Recovery fund -HDS, Inc. Part X, Line 2: In accordance with accounting standards, which provide accounting and disclosure guidance about uncertain tax positions taken by an Organization, Management believes that all of the positions taken by the Organization in its federal and state income tax returns are more likely than not to be sustained upon examination. The Organization files returns in the U.S. Federal jurisdiction and the State of California. The Organizations federal income tax returns for the prior three tax years remain subject to examination by the Internal Revenue Service. The Organizations California income tax returns for the prior four tax years remain subject to examination by the Franchise Tax Board. X X X X X Various events 52518 52518 52518 52518 Schedule G, Part I, Line 2b, Column (v) Payments are made to those that assisted in the fundraising events during the year 1 Providing Housing Assistance, Utility Assistance, and In-Office Food Assistance 3711 641681 Cost Food Distribution 14415 1992927 FMV Large distributions of groceries providing multiple healthy meals per family. Boxes and bags of nutritional foods that most often include fruits, vegetables, dairy products, meats, eggs, bread, and various non-perishable items. Part I, Line 2: Grants are internally monitored on a monthly basis by the Organization. The Organization will also complete a single audit annually which is performed by an outside independent accounting firm. Form 990, Schedule I, page 2, part III The total amount of recipients are those that did not receive duplicate services from the organization during the year. X 18355 FMV X 1000000 1992929 FMV 0 0 0 Form 990, Part VI, Section A, line 2 (1) Set of husbands/wives Form 990, Part VI, Section B, line 11b Form 990 is provided to each member of the Board Fiscal Committee who review and seek clarification as needed. The Board Fiscal Committee accepts the final draft of the return. The Form 990 is made available to all members of the Board of Directors following submission to the Internal Revenue Service. Form 990, Part VI, Section B, line 12c Annually the board of directors signs a statement indicating there are no conflict of interests. Form 990, Part VI, Section B, line 15 The Agency gathers statistical data from a variety of websites to determine the average compensation for the specific job requirements within the surrounding area. Form 990, Part VI, Section C, line 18 Upon written request, the Agency will provide copies of governing documents, policies and/or financial statements. Form 990, Part VI, Section C, line 19 Upon written request, the Agency will provide copies of governing documents, policies and/or financial statements. Form 990, Part XI, line 9: Unfunded pension liability -actuarial adjustment 32,005. Form 990; Part XII; Line 2c There have been no changes in the oversight of the audit or the selection of the independent accountant from prior years.