The URL can be used to link to this page

Home My WebLink About2003-253A 01 � J Indian River County Grant Contract This Grant Contract ("Contract") entered into effective this 1st day of October 2003 by and between Indian River County, a political subdivision of the State of Florida , 1840 25th Street, Vero Beach FL , 32960 ("County" ) and Catholic Charities (" Recipient") ; of: (Address ) Catholic Charities P . O . Box 109650 Palm Beach Gardens , Florida 33410 Samaritan Center Background Recitals A . The County has determined that it is in the public interest to promote healthy children in a healthy community. B . The County adopted Ordinance 99- 1 on January 19 , 1999 ("Ordinance") and established the Children 's Services Advisory Committee to promote healthy children in a healthy community and to provide a unified system of planning and delivery within which children 's needs can be identified , targeted , evaluated and addressed . C . The Children 's Services Advisory Committee has issued a request for proposals from individuals and entities that will assist the Children 's Services Advisory Committee in fulfilling its purpose . D . The proposals submitted to the Children 's Services Advisory Committee and the recommendation of the Children 's Services Advisory Committee have been reviewed by the County. E . The Recipient, by submitting a proposal to the Children 's Services Advisory Committee , has applied for a grant of money ("Grant" ) for the Grant Period (as such term is hereinafter defined ) on the terms and conditions set forth herein . F . The County has agreed to provide such Grant funds to the Recipient for the Grant Period (as such term is hereinafter defined ) on the terms and conditions set forth herein . NOW THEREFORE , in consideration of the mutual covenants and promises herein contained , and other good and valuable consideration , the receipt and adequacy of which are hereby acknowledged , the parties agree as follows : 1 . Background Recitals The background recitals are true and correct and form a material part of this Contract. 2 . Purpose of Grant The Grant shall be used only for the purposes set forth in the complete proposal submitted by the Recipient attached hereto as Exhibit "A" and incorporated herein by this reference (such purposes hereinafter referenced as "Grant Purposes") . 3 . Term The Recipient acknowledges and agrees that the Grant is limited to the fiscal year 2003/2004 ("Grant Period") . The Grant Period commences on October 1 , 2003 and ends on September 30 , 2004 . - 1 - 4 . Grant Funds and Payment The approved Grant for the Grant Period is Fifty Thousand Dollars ($50 , 000 ) . The County agrees to reimburse the Recipient from such Grant funds for actual documented costs incurred for Grant Purposes provided in accordance with this Contract . Reimbursement requests may be made no more frequently than monthly. Each reimbursement request shall contain the information , at a minimum , that is set forth in Exhibit "B" attached hereto and incorporated herein by this reference . All reimbursement requests are subject to audit by the County. In addition , the County may require additional documentation of expenditures , as it deems appropriate . 5 . Additional Obligations of Recipient . 5 . 1 Records , The Recipient shall maintain adequate internal controls in order to safeguard the Grant . In addition , the Recipient shall maintain adequate records fully to document the use of the Grant funds for at least three (3 ) years after the expiration of the Grant Period . The County shall have access to all books , records , and documents as required in this Section for the purpose of inspection or audit during normal business hours at the County' s expense , upon five (5 ) days prior written notice . 5 . 2 Compliance with Laws . The Recipient shall comply at all times with all applicable federal , state , and local laws , rules , and regulations . 5 . 3 Quarterly Performance Reports . The Recipient shall submit Quarterly Performance Reports to the Human Services Department of the County within fifteen ( 15 ) business days following : December 31 , March 31 , June 30 , and September 30 . 5 .4 Audit Requirements . If Recipient receives $25 , 000 or more in the aggregate from all Indian River County government funding sources , the Recipient is required to have an audit completed by an independent certified public accountant at the end of the Recipient's fiscal year. Within 120 days of the end of the Recipient's fiscal year, the Recipient shall submit the audit to the Indian River County Office of Management and Budget . The fiscal year will be as reported on the application for funding , and the Recipient agrees to notify the County prior to any change in the fiscal period of Recipient . The Recipient acknowledges that the County may deny funding to any Recipient if an audit required by this Contract for a prior fiscal year is past due and has not been submitted by May 1 . 5 .4 . 1 The Recipient further acknowledges that , promptly upon receipt of a qualified opinion from its independent auditor, such qualified opinion shall immediately be provided to the Indian River County Office of Management and Budget. The qualified opinion shall thereupon be reported to the Board of Commissioners and funding under this Contract will cease immediately. The foregoing termination right is in addition to any other right of the County to terminate this Contract. 5 .4 . 2 The Indian River County Office of Management and Budget reserves the right at any time to send a letter to the Recipient requesting clarification if there are any questions regarding a part of the financial statements , audit comments , or notes . 5 . 5 _Insurance Requirements . Recipient shall , no later than September 23 , 2003 , provide to the Indian River County Risk Management Division a certificate or certificates issued by an insurer or insurers authorized to conduct business in Florida - 2 - that is rated not less than category A- : VII by A. M . Best , subject to approval by Indian River County's risk manager, of the following types and amounts of insurance : ( i ) Commercial General Liability Insurance in an amount not less than $ 1 , 000 , 000 combined single limit for bodily injury and property damage , including coverage for premises/operations , products/completed operations , contractual liability, and independent contractors ; (ii ) Business Auto Liability Insurance in an amount not less than $ 1 , 000 , 000 per occurrence combined single limit for bodily injury and property damage , including coverage for owned autos and other vehicles , hired autos and other vehicles , non -owned autos and other vehicles ; and (iii ) Workers ' Compensation and Employer's Liability (current Florida statutory limit) 5 . 6 Insurance Administration . The insurance certificates , evidencing all required insurance coverages shall be fully acceptable to County in both form and content , and shall provide and specify that the related insurance coverage shall not be cancelled without at least thirty (30 ) calendar days prior written notice having been given to the County. In addition , the County may request such other proofs and assurances as it may reasonably require that the insurance is and at all times remains in full force and effect. Recipient agrees that it is the Recipient's sole responsibility to coordinate activities among itself, the County, and the Recipient's insurer(s ) so that the insurance certificates are acceptable to and accepted by County within the time limits set forth in this Contract . The County shall be listed as an additional insured on all insurance coverage required by this Contract, except Workers ' Compensation insurance . The Recipient shall , upon ten ( 10 ) days' prior written request from the County, deliver copies to the County, or make copies available for the County's inspection at Recipient's place of business , of any and all insurance policies that are required in this Contract. If the Recipient fails to deliver or make copies of the policies available to the County; fails to obtain replacement insurance or have previous insurance policies reinstated or renewed upon termination or cancellation of existing required coverages ; or fails in any other regard to obtain coverages sufficient to meet the terms and conditions of this Contract, then the County may, at its sole option , terminate this Contract . 5 . 7 Indemnification . The Recipient shall indemnify and save harmless the County, its agents , officials , and employees from and against any and all claims , liabilities , losses , damage , or causes of action which may arise from any misconduct, negligent act , or omissions of the Recipient, its agents , officers , or employees in connection with the performance of this Contract . 5 . 8 Public Records . The Recipient agrees to comply with the provisions of Chapter 119 , Florida Statutes ( Public Records Law) in connection with this Contract . 6 . Termination . This Contract may be terminated by either party, without cause , upon thirty (30 ) days prior written notice to the other party. In addition , the County may terminate this Contract for convenience upon ten ( 10 ) days prior written notice to the Recipient if the County determines that such termination is in the public interest . 7 . Availability of Funds . The obligations of the County under this Contract are subject to the availability of funds lawfully appropriated for its purpose by the Board of County Commissioners of Indian River County. - 3 - 8 . Standard Terms , This Contract is subject to the standard terms attached hereto as Exhibit C and incorporated herein in its entirety by this reference . IN WITNESS WHEREOF , County and Recipient have entered into this Contract on the date first above written . INDIAN RIVER COUNTY BOARD OF COUNTY COMMISS19NERS By: enneth R . Ma ht, Chairman BCC Approved : September 23 , 2003 Attest : J . K . Barton , Clerk By: 3iLv�a Deputy Clerk Approved : /as es Chandler, C unty Administrator ve form and legal sufficienc Assistant County Attorney RECIPIENT : Catholic Charities P . O . Box 109650 Palm Beach Gardens , FL 33410 t By: i--U� %� Name b Title 4 - CHILDREN'S SERVICES ADVISORY COMMITTEE C/O Human Services 184025 1h Street Vero Beach , Florida 32960-3394 Phone : 561 -567-8000 (Ext. 467 or 524) Fax: 978-1798 E-Mail: Jcarlson(cDbcc. co . indian-river.fl . us Mmastersonabcc. co. indian-river. fl . us To : Beth Jordan From : Joyce Johnston- Carlson Date : October 9 , 2003 Re : Grant Contracts 2003 -04 The attached is a Children ' s Service Advisory Committee Grant Contract for : Catholic Charities Please review the insurance certificate and verify that it is adequate by signing on the line below. Contact me if you have any questions . Thank you . Gki- Beth Jordan Date e ° c EXHIBIT A [Copy of complete proposal/application] - 1 - EXHIBIT B [From policy adopted by Indian River County Board Of County Commissioners on February 19 , 2002] " D . Nonprofit Agency Responsibilities After Award of Funding Indian River County provides funding to all nonprofit agencies on a reimbursement basis only. All reimbursable expenses must be documented by an invoice and/or a copy of the canceled check . Any expense not documented properly to the satisfaction of the Office of Management & Budget and/or the County Administrator may not be reimbursed . If an agency repeatedly fails to provide adequate documentation , this may be reported to the Board of Commissioners . In the event an agency provides inadequate documentation on a consistent basis , funding may be discontinued immediately. Additionally, this may adversely affect future funding requests . Expenditures may only be reimbursed from the fiscal year for which funding was awarded . For example , no expenditures prior to October 1St may be reimbursed with funds from the following year . Additionally, if any funds are unexpended at the end of a fiscal year, these funds are not carried over to the next year unless expressly authorized by the Board of Commissioners . All requests for reimbursement at fiscal year end (September 30th) must be submitted on a timely basis . Each year, the Office of Management & Budget will send a letter to all nonprofit agencies advising of the deadline for reimbursement requests for the fiscal year. This deadline is typically early to mid October, since the Finance Department does not process checks for the prior fiscal year beyond that point . Each reimbursement request must include a summary of expenses by type . These summaries should be broken down into salaries , benefits , supplies , contractual services , etc . If Indian River County is reimbursing an agency for only a portion of an expense (e . g . salary of an employee) , then the method for this portion should be disclosed on the summary. The Office of Management & Budget has summary forms available . Indian River County will not reimburse certain types of expenditures . These expenditure types are listed below. a . Travel expenses for travel outside the County including but not limited to ; mileage reimbursement, hotel rooms , meals , meal allowances , per Diem , and tolls . Mileage reimbursement for local travel (within Indian River County) is allowable . b . Sick or Vacation payments for employees . Since agencies may have various sick and vacation pay policies , these must be provided from other sources . c. Any expenses not associated with the provision of the program for which the County has awarded funding . d . Any expense not outlined in the agency's funding application . The County reserves the right to decline reimbursement for any expense as deemed necessary. " - 1 - EXHIBIT C STANDARD TERMS FOR GRANT CONTRACT 1 . Notices : Any notice , request, demand , consent , approval or other communication required or permitted by this Contract shall be given or made in writing , by any of the following methods : facsimile transmission ; hand delivery to the other party ; delivery by commercial overnight courier service ; or mailed by registered or certified mail ( postage prepaid ) , return receipt requested at the addresses of the parties shown below: County : Joyce Johnston-Carlson , Director Indian River County Human Services 184025 1h Street Vero Beach , Florida 32960-3365 Recipient : Father Irvine Nugent , Diocesan Director Catholic Charities P . O . Box 109650 Palm Beach Gardens , FL 33410 Joyce Wilde , Director Samaritan Center 3650 41 st Street Vero Beach , Florida 32960 2 . Venue ; Choice of Law: The validity , interpretation , construction , and effect of this Contract shall be in accordance with and governed by the laws of the State of Florida , only. The location for settlement of any and all claims , controversies , or disputes , arising out of or relating to any part of this Contract , or any breach hereof, as well as any litigation between the parties , shall be Indian River County, Florida for claims brought in state court , and the Southern District of Florida for those claims justifiable in federal court. 3 . Entirety of Agreement : This Contract incorporates and includes all prior and contemporaneous negotiations , correspondence , conversations , agreements , and understandings applicable to the matters contained herein and the parties agree that there are no commitments , agreements , or understandings concerning the subject matter of this Contract that are not contained herein . Accordingly, it is agreed that no deviation from the terms hereof shall be predicated upon any prior representations or agreements , whether oral or written . It is further agreed that no modification , amendment or alteration in the terms and conditions contained herein shall be effective unless contained in a written document signed by both parties . 4 . Severability: In the event any provision of this Contract is determined to be unenforceable or invalid , such unenforceability or invalidity shall not affect the remaining provisions of this Contract , and every other term and provision of this Contract shall be deemed valid and enforceable to the extent permitted by law. To that extent, this Contract is deemed severable . - 1 - 5 . Captions and Interpretations : Captions in this Contract are included for convenience only and are not to be considered in any construction or interpretation of this Contract or any of its provisions . Unless the context indicates otherwise , words importing the singular number include the plural number, and vice versa . Words of any gender include the correlative words of the other genders , unless the sense indicates otherwise . 6 . Independent Contractor. The Recipient is and shall be an independent contractor for all purposes under this Contract . The Recipient is not an agent or employee of the County , and any and all persons engaged in any of the services or activities funded in whole or in part performed pursuant to this Contract shall at all times and in all places be subject to the Recipient's sole direction , supervision , and control . 7 . Assignment. This Contract may not be assigned by the Recipient without the prior written consent of the County . 2 - IMPORTANT If the certificate holder is an ADDITIONAL INSURED , the policy( ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement ( s) . If SUBROGATION IS WAIVED , subject to the terms and conditions of the policy, certain policies may require an endorsement . A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement (s ) . DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing insurer(s) , authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend , extend or alter the coverage afforded by the policies listed thereon . ACORD25-S (7/97) 2 of 2 ## S48474 / M47843 Client#: 85 UIUNAL ACORDTM CERTIFICATE . OF LIABILITY INSURANCE DATE (MWDD/YY) 04/14/2003 PRODUCER THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ARTHUR J GALLAGHER & CO ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE 8200 NW 41st Street, Ste, 200 HOLDER, THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. Miami , FL 33166 305 592 -6080 INSURERS AFFORDING COVERAGE INSURED CATHOLIC CHARITIES/SAMARITAN CENTER INSURER A: UNITED NATIONAL INSURANCE COMPANY INSURER B: TNCRRG 10 P . O . BOX 109650 DIOCESE PALM BEACH INSURER C: SAFETY NATIONAL INSURANCE COMPANY PALM BEACH GARDENS , FLORIDA 33410 -9650 INSURER 0:INSURER E: COVERAGES THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN , THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS , EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR POLICY EFFECTIVE POLICY EXPIRATION LTR TYPE OF INSURANCE i POLICY NUMBER DATE MM/DD/YY DATE MM/DD/YY LIMITS A i GENERAL LIABILITY ICP65197 =04 04/01 /03 104/01 /04 EACH OCCURRENCE $ 1 000 000 & ' X 1COMMERCIAL GENERAL LIABILITY 1050 -04 04/01 /03 04/01 /04 FIRE DAMAGE (Anyone fire) $INCLUDED B — CLAIMS MADE X I OCCUR i MED EXP (Any one person) $NIL i PERSONAL & ADV INJURY $ 120001000 GENERAL AGGREGATE $ (\f/A GEN'L AGGREGATE LIM IT APPLIES PER : PRODUCTS - COMP/OP AGG $ 1 000 , 000 POLICY ! JECT i LOC I A AUTOMOBILE LIABILITY i CP65197 -04 04/01 /03 04/01 /04 COMBINED SINGLE LIMIT & X : ANY AUTO 1050 -0404/01 /03 04/01 /04 (Ea accident) $ 1 , 000 , 000 -- B ! X_ ! ALL OWNED AUTOS ! I BODILY INJURY X SCHEDULED AUTOS (Per person) $ i X HIRED AUTOS BODILY INJURY X NON-OWNED AUTOS $ (Per accident) PROPERTY DAMAGE $ (Per accident) GARAGE LIABILITY I AUTO ONLY . EA ACCIDENT $ ANY AUTO i EA ACC $I OTHER THAN AUTO ONLY: qGG $ EXCESS LIABILITY EACH OCCURRENCE $ OCCUR CLAIMS MADE AGGREGATE $ $ DEDUCTIBLE $ RETENTION $ I $ A WORKERS COMPENSATION AND CP65197 -04 04/01 /03 04/01 /04 X WC STATU- OTH- EMPLOYERS' LIABILITY Y IMI & ISP4329 -FL-04 04/01 /03 04/01 /04 E.L. EACH ACCIDENT $ 1 , 000 , 000 C E. L. DISEASE - EA EMPLOYEE $ 1 , 000 , 000 E.L. DISEASE - POLICY LIMIT $ 1 , 000 , 000 OTHER i DESCRIPTION OF OPERATIONS/LOCATIONSNEHICLES/EXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS RE : COUNTY FUNDING FOR THE SAMARITAN CENTER, 3650 41 ST, VERO BEACH , FL. INDIAN RIVER COUNTY IS NAMED AS ADDITIONAL INSURED AS AGREED , CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH , INC. P . O . BOX 109650 , PALM BEACH GARDENS , FL 33410 CERTIFICATE HOLDER ADD MONAL INSURED ; INSURER LETTER: CANCELLATION SHOULD ANYOFTHE ABOVE DESCRIBED POLICIESSE CANCELLED BEFORE THE EXPIRATION INDIAN RIVER COUNTY, FLORIDA DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 10 1840 25TH STREET NOTICE TOTHE CERTIFICATE HOLDER NAMED TOTHE LEFT, BUT FAILURE TO DOSOSHALL VERO BEACH , FL 32960 - 3365 IM POSE NO OB LIGATION OR LIABILITY OF ANY KIN DUPON THEINSURE R, ITSAGENTS OR REPRESENTATIVES. AUTHORI EDR RES TATIVE t� ACORD 25-S (7/97) 1 of 2 #S48474/M47843 BRR 0 ACORD CORPORATION 1988 Internal Ream e Service Department of the 1 0t�tsur < District Director: P. 0 . Box. 2508 clncirmati , 0H 45201 bate June 't .t?, ? 1 # Person to Contact. Myrna f"lUber #31 - Telephone 3 <Telephone Number. . FAX, Number Too CS;shr3r;s E' )-o—a Nis- Des s{ ng fie. : Ir? :c? raa! J: u3ti < `. : . 3 7 ^ , c 3 ; 1 , ' '3v' . tl':3;t tl?+ 3C: � . G3+ '1 W"a i:i'! °,t3 �f . 3 "s 1 #ct ;{`; E::. r and :? � Ae : o w flov,o So to In � ii � .. . :{ .,`' 7 ♦ i:t, .: . 3L:: E'C<.13-' :, r , ;. `r:.'i 'a t + : { ! (l -> + C� T . ,a 17 rr >�n; ... ✓ L - 1 fMC r;rS 3 � . ,- %. (,I2Y. .vi .,�� i'` Jl.i .2 tto'. ji . f ^�i' n. : i � < ... - t ca • + r . -. r. �+ . . /C� oo, iaS:-. . .: : .✓1... + <.. ! o [< . ; �+ E, v' : � ' >rf �3 ... . t-..3 cC �x . . lE <J . 4. OM ie<.te_ ra : mcome tette { 37 li" r, r. ' ?I see n ^ i r.f der ttriw fsi'o.� ..,{ .,r'{ :, _ .. <,, ,,t3i�31 lul .fv., of the li`ti:�rna ? Revenue r. r + • 000P. of :�Ia^n � >< ni h cdrrtespnrids to s*dt:on 501 (c'' 31 61F the "1 Z� O C,odx . Thi% . ri ti3 2g has been toIpiated amn tal>y tea cove=r he activities added #i ordeleted : from the Dir cmr, r?j= .fL�s3` �.f fiC>3'1�. t`�3fc3Cf�ry` txt ,�i? 13 sh0`avK the nam faS c3tld ia^tC1iEEs �rsee ssc of all and ir€ wtt ri ii"ftalftts?c and: IMI educ avional , charitable , and religious rnsfitutlons operated. hay the Ror:taii Csatholic churdi in the United sta#es ; its tertoftories : arO Possessions in wxiST:er re at thaw titr`,s?: the 0krec#s:t }� s underutood. : Via: C'Da s f t' tt? i>r is 3' on#wop x) hl: organization , that no pail of the net ewonintgs . thereohnure s io i;7a benefi't of x :ty individuaik, 1l'3at no ofth ?ir activit.iwS isfor pr-ornotion of I gislation and zha# r?ear?>? yrs >i�ate fui. :rda?: < r : i r�nrr sectio�3 i�t3ia r £ he mode . B'as don al: inforrxutio€4 submitted, 'v e.. t Cn lude that tl?i"', agencies mmol inzil l31?iem—al{! i t$ aid tducc ticma : , charitable and re i^ •�tJ -q. €€ ittltution + t f r C �l3,�rtric s n ^ { .� S . Ct sr <3t'` "f twd < ? tr ,l. d by o i3ol c6 nne ct:ior'i-with the Roman ?✓ a.il iolEo' f;htlrrrE in-the i;ln{` C# : ate ; i .C, t:., { { is€ or3es or possesrions a!<','pparing in 7`4b6 0fi.6;>hw' f aff'ahic D14ov0000tom for 202`.�e�id `+ : E i�� 'i11:5i: 1r om federal into ;`{x. ia ;c under Donors msy Oed cf:. contributions 0 ahe age i4ies , instru.m nta. ifies arid ;gnsfitu- tion referred to above; as provid.e.d by .section 170 of the Code . Beaqu r>sts . legacies . devises : transfers orgifts to ihcrn or tor .# heir use afe deductible for federat estate and gift tax purposes under sections 1055 , 2106, and 2522 of he Code : - .w k4s . Gain:lre llass nary rl ^i :> Ja ^ u ry _ , 4 .;. Unless ap; r;ificliy e rg fit t , You and yfl � r s[� #?t�;ciiriai ,� must p;,y % a itAind' r the r- Adf-5v ral lrisi i'arir e Con 'tibu ;iors .Act ; ��7C chi Se br tiaX'f' `ii for (:. aih e T; ployvP� who is: paid $ 100or mo .re €r. a caien ar year , You . Manu your uho .ruinatti a :ra not liable; for the.. tax under tti i wderG i ��3rr >~rritri3� .- # T u>i �`�. By P1ri.ay 31 . It i}�4' p <h.:ase send thirteen 1 : S .�. n, of 17,he - " . for 41004 to IRS' F CEO' F. in Ci : ! Cinnati ; Qrle copy tr the Pr'ocessing . Carnpus i . Ogdento two copies each to the EO . Arfa Managers iri Newark . Brooklyn , Chicago , St . Paul , A"Jar a : Los Ange !es. the URS National Headquarters and thee Director, EC, Examinations .. Da , loas . t' he ondrt.ian;; e�%Or) cenlir3tg' tnc relention of your group . r.xerr?ption yrs set forill in ou prpevio4as determination letter of August ? , I9F,I , raIllain in full force and affect . `in "P. rebvr r , 4tV it ft " `� John 42'. Ricketts : Director, `T'EIG . ce €� the Gen€. r€.�I Counsel r. r . E^+ t? '1 k 'i: li?;i'7'fd 1 'R1:.2 'f' Nf: • iY'.t<. FIT K 1A? 37 .. i. 194. . ? � :�i4t .'r �k: F:kx %? CP 541 , {'S 21 7 1 IMPORTANT GROUP RULING INFORMATION June 20 , 2003 FOR THE INFORMATION OF : Most Reverend Archbishops and Bishops , Diocesan Attorneys and State Conference Directors SUBJECT: 2003 Group Ruling FROM : Mark E . Chopko , General Counsel ( Staff. Deirdre Dessingue , Associate General Counsel ) Enclosed is a copy of the Group Ruling issued to the United States Conference of Catholic Bishops on June 10 , 2003 by the Internal Revenue Service ( " IRS " ) , with respect to the federal tax status of Catholic organizations listed in the 2003 edition of the Official Catholic Directory ("OCD " ) '--1. As explained in greater detail below, this ruling is important for establishing : ( 1 ) the exemption of such organizations from : ( a ) federal income tax ; ( b ) federal unemployment tax (but see 115 of " Explanation " below) ; and (2 ) the deductibility, for federal income , gift and estate tax purposes , of contributions to such organizations . The 2003 Group Ruling is the latest in a series that began with the original determination of March 25 , 1946 . In the 1946 document, the Treasury Department affirmed the exemption from federal income tax of all Catholic institutions listed in the OCD for that year. Each year since 1946 , in a separate letter, the 1946 ruling has been extended to cover the institutions listed in the current OCD '-/. The language of these rulings has remained relatively unchanged , except to reflect intervening modifications in the Internal Revenue Code (" Code " ) . The 2003 Group Ruling is consistent with the 2002 ruling . Annual group rulings clarify important tax consequences for Catholic institutions listed in the OCD , and should be retained for ready reference . Rulings from earlier years are important to establish the tax consequences of transactions that occurred during those years . Responsibilities under Group Ruling . Diocesan officials who compile OCD information 1 A copy of the Group Ruling may also be found on the USCCB website at www. usccb. org/ogc. 2 Catholic organizations with independent IRS exemption determination letters are listed in the 2003 OCD with an asterisk (*), which is explained at page A-6 and indicates that such organizations are not covered by the Group Ruling. for transmittal to the OCD publisher are responsible for the accuracy of such information. This means that they must ensure that only qualified organizations are listed , that organizations that cease to qualify are deleted promptly, and that qualified , newly-created organizations are listed as soon as possible . The current legal and procedural requirements for inclusion in the Group Ruling and OCD , as well as the application form , are contained in the OGC Memo dated December 31 , 1999 , which is available at http ://www . usccb . org/bishops/dfi /exemptionruling . htm . EXPLANATION 1 . Exemption from Federal Income Tax . The latest ruling reaffirms the exemption from federal income tax under section 501 (c) (3 ) of the Code of "the agencies and instrumentalities and educational , charitable , and religious institutions operated , supervised or controlled by or in connection with the Roman Catholic Church in the United States , its territories or possessions appearing in the Official Catholic Directory for 2003 " ( with the exception of organizations designated in the OCD with an asterisk and foreign organizations) . 2 . Federal Excise Taxes . Inclusion in the Group Ruling has no effect on an organization 's liability for federal excise taxes . Exemption from these taxes is very limited . Please refer to your attorney any questions you may have about excise taxes . 3 . State/Local Taxes . Inclusion in the Group Ruling does not automatically establish an organization 's exemption from state or local income , sales or property taxes . Typically, separate exemptions must be obtained from the appropriate state or local tax authorities in order to qualify for any applicable exemptions . Please refer to your attorney any questions you may have about state or local tax exemptions . z 4 . Deductibility of Contributions . The Group Ruling assures donors that contributions to the institutions listed in the 2003 OCD and covered by the Group Ruling are deductible forfederal income , gift, and estate tax purposes . (See OGC Memo dated December 21 , 1993 concerning substantiation and disclosure requirements applicable to contributions over $250 and quid pro quo contributions over $ 75 . ) 5 . Unemployment Tax . The Group Ruling establishes exemption from federal unemployment tax only. Individual states may impose unemployment tax on organizations included in the Group Ruling , even though they are exempt from the federal tax . Please refer to your attorney any questions you may have about state unemployment tax . 6 . Social Security Tax . All section 501 (c) (3 ) organizations , including churches , are required to pay taxes under the Federal Insurance Contributions Act ( FICA) for each employee who is paid $ 100 or more in a calendar year. !' Services performed by diocesan priests in the exercise of their ministry are not considered "employment" for FICA (Social Security) purposes , !' 3 Section 3121 (w) of the Code permits certain church-related organizations to make an irrevocable election to avoid payment of FICA taxes, but only if such organizations are opposed for religious reasons to payment of social security taxes. I. R. C. § 3121 (b) (8) (A). and FICA should not be withheld from their salaries . For Social Security purposes, diocesan priests are subject to self-employment tax ("SECA" ) on their salaries as well as on the value of meals and housing or housing allowances provided to them . '- Neither FICA nor income tax withholding is required on remuneration paid to religious institutes for members who are subject to vows of poverty and obedience and are employed by organizations included in the Official Catholic Directory. '- 7 . Form 990 . All organizations included in the OCD must file Form 990 , Return of Organization Exempt from Income Tax, unless they are eligible for a mandatory or discretionary exception . There is no automatic exemption from the Form 990 filing requirement simply because an organization is listed in the OCD. Organizations required to file Form 990 - m6st do so by the 15th day of the fifth month after the close of their fiscal year. '- Among the organizations not required to file Form 990 under section 6033 of the Code are : churches ; integrated auxiliaries of churches ''-/; the exclusively religious activities of religious orders ; schools below college level affiliated with a church or operated by a religious order; organizations with gross receipts normally not in excess of $ 25 , 000 ;1/ and certain church-affiliated organizations that finance , fund or manage church assets , or maintain church retirement insurance programs , and organizations controlled b , religious orders that finance , fund or manage assets used for exclusively religious activities Organizations that are required to file Form 990 must upon request make a copy of the form and its schedules and attachments (other than contributor lists ) available for public 5 I. R. C. § 1402(a) (8) . See also, Compensation of Priests, at h ttp :Ilwww. usccb. org/bishops/dfi/dualtax.h tm . 6 Rev. Rul. 77-290, 1977-2 C. B. 26. See also, Compensation of Religious at http ://www. usccb. org/bishops/db/religiouscomp.htm. The penalty for failure to rile the Form 990 is $20 for each day the failure continues, up to a maximum of $ 10, 000 or 5 percent of the organization 's gross receipts, whichever is less. However, organizations with annual gross receipts in excess of $ 1 million are subject to penalties of $ 100 per day, up to a maximum of $50, 000. I. R. C. § 6652(c) (1) (A) . e I. R. C. § 6033(a) (2) (A)(i); Treas. Reg. § 1 . 6033-2(h). To qualify as an integrated auxiliary of a church, an organization must be described in section 501 (c) (3), qualify as other than a private foundation, be affiliated with a church, and qualify as internally supported. An organization will be considered internally supported unless it both: (1) Offers admissions, goods, services, or facilities for sale, other than on an incidental basis, to the general public (except goods, services, or facilities sold at a nominal charge or substantially below cost), and (2) normally receives more than 50 percent of its support from a combination of governmental sources, public solicitation of contributions (such as through a community fund drive); and receipts from the sale of admissions, goods, performance of services, or furnishing of facilities in activities that are not unrelated trades or businesses. ' Rev. Proc. 83-23, 1983- 1 C. B. 687. io Rev. Proc. 96- 10, 1996- 1 C. B. 577. 03 • - inspection during regular business hours at the organization 's principal office and at any regional or district offices having three or more employees . Form 990 for a particular year must be made available for a three year period beginning with the due date of the return . '-/ In addition , organizations that file Form 990 must comply with written or in-person requests for copies of the Form 990 . The organization may impose no charge other than a reasonable fee to cover copying and mailing costs . If requested , copies of the Form 990 for the past three years must be provided . In-person requests must be satisfied on the same day. Written requests must be satisfied within 30 days .-/ 8 . Revenue Procedure 75-50 . Rev. Proc . 75-501/ sets forth notice , publication , and recordkeeping requirements regarding racially nondiscriminatory policies that must be complied with by private schools , including church-related schools , as a condition of establishing and maintaining exempt status under section 501 (c) (3 ) of the Code . Under Rev . Proc . 75-50 private schools are required to file an annual certification of racial nondiscrimination with the IRS . For private schools not required to file Form 990 , the annual certification must be filed on Form 5578 , Annual Certification of Racial Nondiscrimination for a Private School Exempt from Federal Income Tax . This form maybe obtained from your local IRS office . Form 5578 must be filed by the 15th day of the fifth month following the close of the fiscal year. Form 5578 may be filed individually or by the diocese on behalf of all schools operated under diocesan auspices . 11 The penalty for failure to permit public inspection of the Form 990 is $20 for each day during which such failure continues, up to a maximum of $ 10, 000. I. R. C. § 6652(c) ( 1) (C). 12 1. R. C. § 6104(d). Generally, a copy of an organization 's exemption application and supporting documents must also be provided on the same basis. However, since Catholic organizations covered under the Group Ruling did not rile exemption applications with IRS, nor did USCC, organizations covered under the Group Ruling should respond to requests for? ublic inspection and written or in-person requests for copies by providing a copy of the page of the current OCD on which they are listed. If a covered organization does not have a copy of the current OCD, it has two weeks within which to make it available for inspection and to comply with in- person requests for copies. Written requests must be satisfied within the general time limits. For more information on the section 6104(d) requirements, see OGC Memo dated May 18, 1999. 13 1975-2 C. B. 587. 0400 The requirements of Rev. Proc: 75-50 remain in effect and must be complied with by all schools listed in the OCD . Diocesan or school officials should insure that the requirements of Rev. Proc. 75-50 are met since failure to do so could jeopardize the exempt status of the school and, in the case of a school operated by a church, the exempt status of the church itself. 9 . Lobbying Activities . Organizations included in the OCD may lobby for changes in the law, provided such lobbying is not more than an insubstantial part of their total activities . Attempts to influence legislation both directly and through grassroots lobbying are subject to this restriction . The term " lobbying " includes activities in support of or in opposition to referenda , constitutional amendments , and similar ballot initiatives . There is no distinction between lobbying activity that is related to an organization 's exempt purposes and lobbying that is not . There is no fixed percentage that constitutes a safe harbor for " insubstantial " lobbying . Please refer to your attorney any questions you may have about permissible lobbying activities . 10 . Political Activities . Organizations included in the Group Ruling may not participate or intervene in any political campaign on behalf of or in opposition to any candidate for public office. Violation of the prohibition against political activity can jeopardize the organization 's tax-exempt status. In addition to revoking exempt status , IRS may also impose excise taxes on an exempt organization and its managers on account of political expenditures . Where there has been a flagrant violation , IRS has authority to seek an injunction against the exempt organization and immediate assessment of taxes due . If you have any questions in this regard , please refer them to your attorney. ( See OGC Memo dated February 29 , 2000 , which is available at www. usccb . org/ogc . ) 11 . _Public Charity Status . The latest Group Ruling affirms that organizations included in the OCD are not private foundations under section 509 (a ) of the Code . However, the Group Ruling does not identify the subsection of section 509 (a ) under which a particular organization is classified as a public charity. Organizations must determine for themselves whether they qualify for such status under the provisions of section 509 (a ) ( 1 ) , (a ) (2 ) or (a ) ( 3 ) . Newly-created or newly-affiliated organizations must establish that they are not private foundations as a condition of inclusion in the Group Ruling and OCD . 12 . _Group Exemption Number. The group exemption number assigned to USCC is 928 or 0928 . This number must be included on each Form 990, Form 990- T, and Form 5578 required to be filed by any organization exempt under the Group Ruling. !' We recommend against using the group exemption number on Form SS-4 , Request for Employer Identification Number, because in the past this has resulted in IRS including USCCB as part of the organization 's name when it enters the organization in its database . 14 IRS has expressed concem about organizations covered under the Group Ruling that fail to include the group exemption number, 0928, on their Form 990 flings, particularly the initial filing. If you have questions concerning the Group Ruling or this memorandum , please contact Deirdre Dessingue at ddessingue(a) usccb .org . GEORGIA{ DELAWARE *4ILLINOISAKANSAS4NORTH CAROLINA- OREGONANEBRASKA ; KENTUCKY NEW HAMPSHIRE ; NEWARSEYANEW MEXICO &4CONNECTICUToL FLORIDA M Y Q � ASSACHUSETTS O 41 � � ZO ft Imw WNW wmi A zz C3 Q Q a O Q Q SVSNV)ImvYQNV RUVWd1O)IdQ H1nO3yVNIIO'dVD H1nosvvlNVAIA3NN3dvvloNvQ HI)ION WIVAIN •�IHOA AONrIWr VINIDNIA 1SIM -endnOSSlddISSISSIW *d10S3 NN 2iON = N W NVDIHDIWvVIN210ZI lain bD Mt - � Vii■. - -- - 938 Diocese of Palm Beach (Diocesis Littoria Patmensis) Most Reverend ESTABLISHED OCTOBER 24, 1984 . SEAN P. O'MALLEX O.FIV CAP., PH.D. Square Miles 5,115. Bishop of Palm Beach; ordained August 29, 1970;�. appointed Coadjutor May Comprises the Counties of Palm Beach, Martin, Indian St. Thomas, Virgin Islands;s; ordained appointed Bishop 4; RvonavMOUEW RIT rscrrE River, Okeechobee and St. Lucie in the Stale of Florida.ned August 2, 1984; installed October 16, 1985 ; appointed Bishop of Fall Legal Corporate Title: The Diocese of Palm Beach. River June 16, 1992; installed August 11, 1992; appointed Bishop of Palm Beach September 3, 2002; For legal titles of parishes and diocesan institutions, installed October 19, 2002. consult the Chancery. The Pastoral Center: Office, 9995 N. Military 7F., Palm Beach Gardens, FL, 33410. 761. : 561 - 775.9500; Fax: 561- 775-9556. Mailing Address: P. O. Box 109650, Palm Beach Gardens, FL, 33410-9650. Web site address: diocesepb.org E-mail address: info@diocesepb.org Personnel STATISTICAL OVERVIEW Bishop . . . . . . . . . . . . . . . . . . . . . . . . . 1 Lay Ministers . . . . . . . . . . . . . . . . 85 Total Students . . . . . . . . . . . . . . . . 635 Retired Bishops . . . . . . . . . . . . . . . . . . 2 Welfare Catechesis/Religious Education: • Priests : Diocesan Active in Diocese . . . . 71 Homes for the Aged . . . . . . . . . . . . . . . . I High School Students . . . . . . . . . . . . . . 19896 Priests: Active Outside Diocese . . . . . . . 3 'Iota! Assisted . . . . . . . . . . . . . . . . 235Elementary Students . . . . . 6 . 4 4 . 4 . . . 15,920 Priests : Retired, Sick or Absent 6666 . . . 31 Special Centers for Social Services . . . . 27 metal Students Under Catholic Instruction 26 ,248 Number of Diocesan Priests . . . . . . . . . 105 Teachers in the Diocese: Religious Priests in Diocese . . . . . . . . . 33 Total Assisted . . . . . . . . . . . . . . . . 139231 Priests . . . . . . . . . . . . . . . . . . . . . . 18 Extern Priests in Diocese . . . . 6666 . . , 15 Residential Care of Disabled . . . . . . . . . 3 Sisters . . . . . . . . . . . . . . . . . . . . . . 13 Ordinations: Total Assisted . . . . . . . . . . . . . . . . 16 Lay Teachers . . . : . . . . . . . . . . . . . 600 Diocesan Priests . . . . . . . . . . . . . . 1 Educational Vital Statistics Transitional Deacons . . . . . . . . . . . 4 Seminaries, Diocesan . . . . . . . . . . . . . . 11 Receptions into the Church: Permanent Deacons in Diocese . . . . . . . 40 Students from This Diocese . . . . . . Infant Baptism Totals . . . . . . . . . . 4, 507 Total Brothers . . . . . . . . . . . . . . . . . . . 3 5 Adult Baptism Totals . . . . . . . . . . . 284 Total Sisters . . . . . . . . . . 6 . . . . . . . . . . 154 Students from Other Diocese . . . . . 82 Received into Full Communion . . . . 427 Parishes Diocesan Students in Other Seminaries 16 First Communions . . . . . . . . . 6666 . . . . . 41266 Parishes . . . . . . . . . 7btalSeminarians . . . 6 . . . . . . . . 6 . . . . 6 . 21 Confirmations . . . . . . . . . . . . 6666 . . . . . . 2,327 With Resident Pastor: 49 High Schools, Diocesan and Parish . . . . 3 Marriages: Resident Diocesan Priests . . . . . . . 42 Total Students . . . . . . . . . . . . . . . . 21287 Catholic . . 6666 . . . . . . . . . . . . . . . 705 Resident Religious Priests . . . . . . . 7 Elementary Schools, Diocesan and Interfaith . . . . . . . . . . . . . . . . . . . . 250 Missions . . . . . . . . . . . . . . . . . . . . . . . . 4 Parish . . . . . . . . . . 4 . . . . . . . . . . . . . 14 Total Marriages . . . . . . . . . . . . . . . . . . . . 955 Professional Ministry Personnel : Deaths . . . . . . . . . . . . . . . . . . . . . . . . . . . 2,624 Total Students . . . . . . . . . . . . . . . . 5,489 Tbtal Catholic Population . . . . . . . . . . . . . 268,350 Sisters . . . . . . . . . . . . . . . . . . . . . . 20 Elementary Schools, Private . . . . . . . . . 2 Total Population . . . . . . . . . . . . . . . . . . . . 1,648,253 Former Bishop—Most Rev. THOMAS V. DAILY, D.D., ord. Office of `The Florida Catholic=Mrs. IRENE HEY Edi- BERNARD CONKI, B.M.M. , J.D.; Mrs. KATHLEEN Jan. 10, 1952; appt. Titular Bishop of Bladia and tor. Auxiliary Bishop of Boston, Dec. 31, 1974 ; cons. CONTE; Ms. SYLVIA RAFrERY. Feb. 11, 1975 ; appt. first Bishop of Palm Beach, Office of Human Resources—Mrs. Liz DOUGfiERTY Dir. July 17, 1984; installed Oct. 24, 1984; transferred Serving Children Office—Ms. DIANE CARTIEK Coord. Vicariate for Christ's Faithful to Bishop of Brooklyn, Feb. 201199O.—Most Rev. J. Office of Stewardship—Mr. EDWARD LAUGHLIN, Dir. Episcopal Vicar—Rev. ARTHUR J. VENEZIA. KEITH SYMONS, D.D., ord. May 18, 1958; appt. Office of locations—Rev. IRVINE NUGENT, Dir.; Sr. HELEN Vicar for Permanent Deacons—Deacon JACK PIERCE. Auxiliary Bishop of St. Petersbury, Jan. 16, 1981; KILIJANSKI, Assoc. Dir. Office for Permanent Diaconate Formation—Deacon cons. March 19, 1981; appt. second Bishop of Missionary Cooperative Plan—Rev. JOHNA. BARROW. DENNIS DEMES, Dir. Pensacola-Tallahassee, Sept. 29, 1983; installed Nov. ProVicar for Religious-Rev. MARK A. 57eWYi, O.F.M.Conv.; 8, 1983; appt. second Bishop of Palm Beach, June Matrimonial 7) the Faith—Rev. JOHN A. BARROW. Sc MAFIA Cs. ILIA MANTEILO, A.S.C.J., Assoc. Vicar _ 2, 1990; installed July 31, 1990; resigned June 2, Matrimonial TFibunal— for Religious. ' gn Judicial Vicar—Rev. Msgr. THOMAS J. KLINZING, Dir. for Religious Vocations—Sr. MARIA CONSILIA 1998.—Most Rev. ANTHONY J. O'CONNELL, D.D., J.C.L. ord. March 30, 1963 ; appt. Bishop of Knoxville, MANTEL L0, A.S.C.J., Assoc. Vicar. May 27, 1988; ord. and installed Sept. 8, 1988; Adjutant Judicial vicar—Rev. GLEN J. POTHIER J.C.L. Diocesan Commission of Religious—Rev. JAMES MCK- appt. Bishop of Palm Beach Nov. 6, 1998; resignedJu ENNA, S.D.B., Chm. March 8, 2002. Judges—Rev. Msgr. RAYMOND Bt AIR S.T.L., J.C.D:; Laity— Rev. Msgr. THOMAS J. KLINZING, J.C.L. ; Revs. Office for Black Catholic Minist The Pastoral Center—Mailing Address: EO. Box 109650, GLEN J. POTHIER, J.C.L.; DAMIAN T OWEY C .P., ry—Mrs. LORRAINE Palm Beach Gardens, 33410-9650. Tel: 561-775- J.C.D. LYLES. Dir. 9500; Fax: 561-775-9556. 9995 N. Military 71•ail, Defenders of the Bond—Rev. Msgr. RONALD BESHARA, Office for Haitian Ministry—Rev. ARTHUR Vertezu, Palm Beach Gardens, 33410. S.T.L., J.C.L.; Rev. DAMIAN TOwEY C.P., J.C.D. Dir. I rear General—Rev. JAMES MURTAGH, V.G. Assessors—Rev. Msgr. JAMES BURKE, S.T.L. ; Rev. Office for Hispanic Ministry—Sr. VIVIAN GONZALEZ, MICHAEL W. EDWARDS; Mrs. LORRAINE SABATELLA, R.M.I. Episcopal Years—Rev. Msgr. JOHN R. M EZIA. ; Revs. Rural Life Migrant Ministry—P. O. Box 1203, Stuart, FRANCIS J. LECHIARA; ARTHUR J. VENEZIA. 34995. Mrs. MARIA CHRISTINA MARQUEZ, Coord. Moderator of Curia—Rev. JAMES MURTAGH, VG. Promoter of Justice-Rev. DAMIAN ThWEY C.P., J.C.D. Holy Childhood Association—Rev. JOHN A. BARROW, Episcopal Secretary—Rev. MAR10 CASTANEDA. Notaries—Rev. JAMES MURTAGH, V.G., S .TP. D. ; Mrs. Dir. , O. Box 109650, Palm Beach Gardens, LORRAINE SABATELLA, B.A. 3347fMar Mary—Rev. Executive Secretary to Bishop—Mrs. ANNETTE RUSSELL. Director of the 7) —Mr. SANDI MARTINEZ, M .A. Legion of M —Rev. KEVIN MACGABHANN, Spiritual I Chancellor—Mrs. LORRAINE SABATELLA. Case Directors & Secretaries—Mrs. HELEN COUGHTER, Moderator. Assistant Archivist—Mrs. MERKE BARONI . B .A.; Mrs. DEBORAH DUxBURy, B .A.; Ms. ALICE Holy Cross School and Service Center-930 Southern RIVE . Blvd. ,Office of Communications—Deacon SAM BARBARO, Dir. Ad ocates—Rev. Msgr. JAMES BURKE, S.T. L. ; Mr. 4245 . Sr. MAUREEN MINIHANe , C.S.C. , Dir. 61 -308- CATHOLIC CHURCH IN THE U.S. 939 (PMB) PALMBEACH Vicariate for Catholic Charities Palm Beach Gardens, 33410. Tel: 561-775-9579; Office of Youth Ministry and Young Adult Ministry- Catholic C ibe Offices, 9995N. Mili- Fax: 561-626-5906., Mailing Address: P. O. Box Sr. . JUDE RUGGERI; A.S.C.J•, Dir.; Mn KEVIN tary 7iail, Palm Beach Gardens, 33410.9650. Tel: 109650, Palm Beach Gardens, 33410. DRISCOLL, Asaoc, Dir: 561-775-9567; Fax: 561-625-5906., Mailing Ad- Pahokee Pals Out of School Program-1200 E. Main Cursillo Movement-Vacant. dress: P.O. Bac 109650, Palm Beach Gardens, 33410- St., Pahokeg 33476 Tei: 561-924-5677; Fax: 561- CursilloMovement for Hispanics-Ommo FERNAN- 9650. Rev. Msgr. JOHN R. MCMAHON, Vicar; 924-3595. KAREN ROMANI. DEZ, Coord. Tel: 561-684-4152. MADELEINE SCHUTz, Exec. Dir. Refugee :and Immigration Services-900 54th St., Charismatic Movement for Hispanics-Rev. MARIO Aim for the . Best-900 54th St., West Palm Beach, West Palm Beach, 33407. Tel: 561-863-9227; Fax: CAs['ANEDA, Dir. Tel: 561-776-9500. 33407. Tel: 561-842-2406; Fax: 561-863-5379., 661-863-1680., Mailing Address: P. O. Box 8246, Office of Ministry with People with Disabilities-Sr. Mailing Address: P.O. Box 8246, West Palm West Palm Beach, 33407, ANNE MARIEALEXANDRE. RITA BAUM, S.S.J., Dir. Beach, 33407: ELENA Mr GARCIA. Immigration Legal Services-900 54th St.; West Palm Office of Substance Abuse Ministry-Mr. ERIK A. Elder Affairs-900 54th St., West Palm Beach, 33407. Beach, 33407 '7bl: 561494-0928. MARISOL ZEQUE- VAGENIUs, Dir. , & Coord. Tel: 561-775-95274 Tel: 561-842-2406; Fax: 661-863-5379., Mailing RIA BuRKE, Attorney. Office of Prison Ministry-Sr. BET'T'Y FRASCINO, O:S.F., Address: P.O. Box 8246, West Palm Beach, 33407. Residences for Seniors- Dir. Tel: 561-775-9500. Sr. .MARYROSE CROWLEY, S.S.N.D. Villa Franciscan-2101 Avenue F, Riviera ,Beach, Office of Ecumenical and Inter-Faith Activities-Rev. Counseling, Adoption Services and Foster Care-900 33404. Tel: 561-840-0444; Fax: 561-840-9444. BRIAN FLANAGAN, Dir. 54th St., West Palm Beach, 33407. Tel: 561-842- BILL KERR Office for Liturgy-Rev. MICHAEL DRISCOLL, O.Carm., 2406; Fax: 561-863-5979., Mailing Address: EO. Villa Madonna-4809 Lake Worth Rd., Lake Worth, Dir. Box 8246, West Palm Beach, 33407. DIANN JASIN- 33463. Tel: 561-963- 1900; Fax: 561-963-1476. Office for Campus Ministry-Sr. NANCY STRILLACCI, SKI. ROSEMARY MCMAHON. A.S.C.J. Tel: 561-775-9500. Lifeline-900 54th St., West Palm Beach, 33407. Tel: Pella Assumpta-2539 N.E. Mission Dr., 9-8, Jensen Chaplain for Catholic Scouting-Deacon ROBERT 561-842=5301 . ARLENE CONKLIN. Beach, 34957. Tel: 772-334-0009; Fax: 772-334- JAMES DANIELS . Family Therapy-900 54th St., West Palm Beach, 2168. LINDA MATZ. Liaison to Charismatic Movement-Rev. RICHARD 33408. Tel: 561-842-2406. Counseling, Adoption and Foster Care-1111 S.E. GEORGE. Residences for Adults ,. with Developmental Federal Hwy., Ste. 119, Stuart, 34995. Tel: 772-283- Marriage Encounter - South -Central Florida-Rev. Challenges- 0541; Fax: 772-220-9894., Mailing Address: PO. SEAMUS MURTAGH, Spiritual Moderator. Exec. Alhambra House-399 N.E. 25th Terr., Boca Raton, Box 2687, Stuart, 33995. HELEN KELLY. Couple: TERRY CARROLL; CHRISTA CARROLL. 33431. Tel: 661-392-9474; Fax: 561-392-9475. Indiantown Outreach Center-15305 S. W. Adams Office for Respect Life-Mr. DONALD KAzrmuR Dir. Sr. RITA BAUM, S.S.J. I I Ave., Indiantown, 34956. TSI: 772-597-2812., Mail- Bethlehem House-2280 N.E. 5th Ave., Boca Raton, ing Address: P. O. Box 67, Indiantown, 34956. Vicariate for Pastoral Services 33431. Tel: 561-368-1570. Sr. RITA BAUM; S.S.J. MARIA CRISTINA MARQUEZ. Diocesan Financial Administrator-Mr. BASIL ZALOOM. Columbia House-424 N.E. 8th St., Boca Raton, St. Lucie County Outreach Office-217 N. U.S. Hwy. Financial Council-Mr. JOSEPH MEDEiROS, Chm. 33431. Tel: 561-417-2681. Sr. RITA BAUM, S .S .J. #1, Fort Pierce, 34948. Tel: 772-460- 1419; Fax: property and Liability Committee-Rev. RICHARD MuR- Counseling Services-1040 S. Federal Hwy., Ste: 101, 772-460-9664., Mailing Address: P. O. Box 3936, PHY Delray Beach, 33483. Tel: 561-274-0801; Fax: Fort Pierce, 34948. CARMEN SIBRUN. 561-274-7056. DIANN JASINSKI. Counseling Office-2900 S. W. Prima Wsta Blvd., Port Parish Formation-Rev. RICHARD MURPHY. Birthline-1040 S. Federal Hwy., Ste: 101, Delray St. Lucie, 34983. 'lel: 772-340-0106; 0105. MARIA Office for Building and Renovations-Mr. PATRICK MO- Beach, 33483. Tel: 561-278-0894; Fax: 561.274- DuBoY . LAMPHY, Dir. 7056. ARLENE CONKLIN. Okeechobee County Youth Outreach-575 S: W. 28th Commission for Building-Rev. RICHARD MURPHY, Chm. Belle Glade Office-425 S. W. 4th St., Belle Glade, St., Okeechobee, 34974. Tel: 772-979-0857; Fax: Office of Cemeteries-Rev. THOMAS.VENGAYIL, . Dir. 33430. Tel: 561-996-0485 ; Fax: 561-996=0483. 772-336-4827 . MAGALI ARMAND. Office of Data Processing-Mr. BASIL ZALOOM. EuRANDA CLARKE. Samaritan Center-3650 41st St., Vero Beach, 32960. Legal Affairs-Mr. J. PATRICK FITZGERALD, ESQ., 110 GladesKids Out of School Program-1102 N. W. Av- Tel: 772-770-3039; Fax: 772-567-0812. JOYCE WILD. Merrick Way, Ste. 3-B, Coral Gables, 33134. 1b1: enue A, Belle Glade, 33430. Tel: 561-993-0066; Indian River Counseling Office-Vero Beach, 32961. 561-659-6438; Fax: 305-443-6613 . Fax: 561-993-0061., Mailing Address: 900 S. W. Tel: 772-562-2209; Fax: 772-562-2209. MARY Avenue J, Belle Glade, 33430. Sr. LAURA CA- LAMARR Consultative Bodies , VANAUGH, S.B.S. College of Consultors-Rev: Msgr. JAMES: BuRKE; Rev. Family Empowerment--425 S. W 4th St., Belle Glade, Vicariate for Education - Msgr. THOMAS J. KLINZING, J.C.L.; Rev. Msgr. JOHN 33430. Tel: 561-996-4402; Fax: 561-996-4467.1 Vicar-Rev. FRANCIS J. LECHIARA. MCMAHON; Very Rev. JAMES MbRTAGH, V.G.; Revs. Mailing Address: P. O. Box 1000, Belle Glade, Office of Catholic Schools-Sr. JOAN DAwsoN, O .S.F., CHRISTOPHER ALLEN; MICHAEL W. EDWARDS; GER- 33430. JANNIE. SUTHERLAND. - Supt.; Mrs. PATRICIA CANTIML - Asst. Supt.; Mrs. ALD GRACE; FRANCIS LECHIARA; RICHARD MURPHY; Maurawood Community Outreach-900 . 54th St., MARIE PRIVUZNAK, Asst. Supt. CHARLES NOTABARTOLO; ARTHUR VENEZIA. West Palm Beach, 33407. Tel: 661-842-2406; Fax: Presb teral Council-Rev. Ma JAMES BURKE; Rev. 561-863-5379., Mailing Address: P. O. Box 8246, Office of Special Education - C. O.ME.-Mrs : PATRICIA iVls TxoMAS J. KI IxzING� Rev. Ms Joxx R. CANTIEkI, Dir. g'• g'• West Palm Beach,Development t & M JAB men MCMAHON; Very Rev. JAMES MURTAGH, VG.; , Revs. N.Office of Hooding Development e Management-9995 Office of QaAMES C and Leadership Development- ARTHUR VENEZIA; FRANCIS LECHTARA; RICHARD MUR- Te Military Tail, Palm Beach Gardens, 33410. Deacon JAMES CAMPBELL, Dir. PRY; WILLIAM O'SHEA; BRIAN -FLANAGAN; MICHAEL Tel: 561-776-9571; Fax: 561-625-5906:, Mailing EDWARDS; IRVINE NUGENT; RONALD SCHULZ; TIMO- Address: P. O. Box 109650, Palm Beach Gardens, Vicariate for Marriage ;and the Family THY JOHNSON; NESTOR RODRIGUEZ; RAYMOND Hu- 33410. ROBIN LUNN. Family Life BERT; VICTOR ULTO; CHARLES NOTABARTOLO; JOHN Office of Social Concerns-9995 N. Military 7)•ail, Engaged Encounter-Ms. JANICE PETERSEN, Coord. KASPAREK. CLERGY, PARISHES, MISSIONS AND PAROCHIAL SCHOOLS CITY OF PALM BEACH GARDENS 3-ST. JOAN OF ARC, (1956), Rev. Msgr. John McMahon; School-Sisters of Charity of St. Elizabeth, 734 (Palm Beach County) Revs. Roger McDonough (BGP); Giuseppe Savaia N.E . 6th Ave. , 33435. Tel: 561-732-9934; Fax: 1-CATHEDRAL of ST. IGNATIUS LOYOLA ( 1984), Revs. (Italy). . 561-732-0501. Mrs. Marcia Seamans, Prin. John A. Kasparek, Pastor & Rector; John Gal- Res., 370 S.W. 3rd St., 33432. Tel: 561-392-0007; Lay Teachers 22; Students 315. lagher. Fax: 561-392-0074. St. Thomas More ( 1972), Rev. Julian P. Harris. In Res., 9999 N. Military Tr., Palm Beach Gardens, School--Sisters of Mercy, Skibbereen, Tel: 561-392- res., Revs. Richard Schaefer; Peter Troug. 33410. Tel: 561-622-2565; Fax: 561-624-9489, 7974. Sr. Ellen Murphy R.S.M., Prin. Rea., 10935 S . Military Tr. , 33436; Tel: 561.737- School-All Saints Interperochial School. ' For a Sisters 3; Lay .Teachers 28; Students 689. 3095; Fax: 561-737-8697. complete listing, please see Interparochial Schools CatechesislReligious Programs-Tel: 561-391- CatechesislReligious Programs-Tel: 561-737- in the Institution section. 4345; Fax: 561-368-0671. 3521; Fax: 561-737-3596. CatechesislReligious Programs-Students 478. Students 781. Delray Beach, Palm Beach Co., OUTSIDE THE CITY OF 4 ST. JOHN THE EVANGELIST, (1992), Rev. Michael 1-EMMANUEL, ( 1983), Revs. James Fiore; Raymond PALM BEACH GARDENS O'Flaherty. I Hubert, Pastor Emeritus. Belle Glade, Palm Beach Co., St. Philip Benizi ( 1961), Res., 10300 Yamato Rd., 33498. Tel: 561-488-1373; Res., 15700 S. Military Tr., 33484. Tel: 561-496- Revs. Luis Aineto, S.D.B.; James McKenna, S.D.B.; Fax: 561-488-5562. 2480; Fax: 561 -496-5755. JeremiahRein CatechesislReligious Programs-Students 490. CatechesislReligious Programs-Students 103. Rea., 710 S. Main St., SSt., 3343011202. TeL• 661-996- 3'n' Maher,5- ST. JUDE,. ( 1979), Rev. Raymond O.Carm. , 2-OUR LADY OF PERPETUAL HELP MISSION (1987), Rev. 3870. Admin.; Very Rev. Michael Driscoll, O.Carm., Pas- Roland Desormeaux, C.S. CatechesislReligious Programs-Tel: 561-996- for & Carmelite Prov; Revs. Timothy Johnson, Residence and Church-610 S.W. Eighth Ave., 5928; Fax: 561-996-1281. O.Carm.; Aqdinas Stack, O.Carm. 33444 . Tel: 561-2764880; Fax: '561-276-7036. Students 533. Res., 2235 S.W. 16th PI., 33486-8566. CatechesislReligious Programs-Students 160. Boca Raton, Palm Beach Co., Church-21689 Toledo Rd., 33433. Tel: 561-392- 3-OUR LADY QUEEN OF PEACE, ( 1963), Rev. Matthew 8172; Fax: 561-362-2184. Didone,-0.S., Admin. 1-ASCENSION, (1968), Revs. Zbigniew A. Rudnicki, Preschool-Tel: 561-392-9579; Fax: 561-362-0845. Res., 9600 W. Atlantic Ave., 33446. Tel: 561-499- M.I.C.; Charles Hawkins. In res.; Rev. Joseph R. Ms. Ruth A. Doran, Dir. 6234; Fax: 561-499-5513. Lang, M.M. Staff 18; Students 84. CatechesislReligious Programs-Students 148. Res., 7250 N. Federal Hwy., 33487. 'lel: 561-997- School-Tel: 561-392-9160; Fax: 561392-5815. Miss 4-ST. VINCENT FEARER, (1941), Revs. John A. Skehan; 5486; Fax: 661-9975862. Debbie Armstrong, Prin. . D. Brian Horgan; Timothy Sockol. CatechesislReligious Programs-Students 223: Lay Teachers 34; Students 470. Res., 840 George Bush Blvd., 33483. Tel: 561-276- 2-OuR LADY OF LOURDES, ( 1977), Rev. Francis Rear- CatechesislReligious Programs-Tel: 561-362- 6892; Fax: 561-276-8068. don; Rev. Msgr. Joseph h H. O'Shea, Pastor Emeri- 8597; Fax: 561-362-0845. School-715 N.E. 8th Ave., 33483: Tel: 561-276- tus; Revs. Yves Geffrard; Michael O'Connor. Students 615. 3882; Fax: 561-279-9505 . Res., 22094 Lyons Rd., 33428. Tel: 561-483-2440; Boynton Beach, Palm Beach Co., St. Mark (1952), Rev. Sisters of Mercy (Kinsale, Ireland) 3 ; Lay Teachers Fax: 561-482-0626. Mark Szanyi, O.EM.Conv. In res. , Revs. Ignatius 20; Students 332 . CatechesislReligious Programs-Tel: 561 -483 - Piatek, O.F.M.Conv; Samuel Zebron, O.F.M.Conv. CatechesislReligious Programs-Students 402. 2440, Ext. 1429; Fax: 561-558- 1434. Res., 643 N.E. 4th Ave., 33435. Tel: 561 -734-9330; Fellsmere, Indian River Co. , Our Lady of Guadalupe Students 870. Fax: 561-735-3463. Mission ( 1991), Rev. Noel McGrath (Ireland). PAIM :BEACH (PMB) 940 CATHOZ,IC 'CIiLTKCH:IN'THE USS: is k CatechesisJRel40as: Progn ms=Students 225. Revs. William D. ,O'Shea; .John-J. Pasquinh Fax: 972-388>0084i - ; . F Mission-FellsweterIndian , River Co., Rte. 512, Res.; 821 Prosperity-Farms-Rd., 33408. Ibl: 561-622- CatechesislReligious , Programs:Telr.. , i772-589- PO. Box 9, 32948. Tel: 772-571-9875; Fax: 772-571- 7477; Fax: 561-624-,0022.: 4147., . 8321. School'=Tel: 561-622=7171; Fax: 561-6274426. Mr. Students 364, Fort -PiendilSt. Lucie Co.; Notre Dame Mission (1995), . Andrew J. Houvduras, Prin. Stuart, Martin Andre Co., St. , (1999), Rev, John A. Rev. Danis Ridore. Lay Teachers 25; Students 629. Barrow. Res., 217 N. U.S. Hwy. q1, 34950. Tel: 561-466- Catechesis /Religions Programs-Students 178. Church & Mailing AddreI SX. Cove Rd., 9617; Fax 661-466.4076. St. Paul of the Cross ( 1970), Revs Arthur -Venezia; 34997.: Te1: 772-781-441,5; Fax: 772781-29Q6; Catechesis /Religions Programs=Tel: ' 772-335- Thomas Otto Catechesis /Relsgiois Programs--Students' 53. 9540. Res., 10970 .State Rd. AIA, 33408. Te1: :.561-626- St Joseph (1916), Revs . •A- Christopher Allen; 'Kevin dd Students 32. 11873; Fax: .561-622-7307. Nelson Benedict 'Ndeyekryo Moshe, A:L:C P (Af- St. Anastasia (1911); Revs. Timothy O"Tbole; Mark School-All Saints Interparochisl :School: For a rica) Christopher, Pastor Emeritus; Danis Ridore. complete listing, please see Interparochial Schools Res., 1200. E. 10th St., 34996: TO: 772-287-2727; Res., 407 S. 33rd St., P.O. Box 430, 34954-0430. Tel: in the Institution section. Fax: 772-2784998: 772-461-2233; Fax: 772-461-2242. Catechesis /Religious: Programs-Students 244. School-Tel: 772-287-6975; Fax: 772-287-4733. M 444 rs. School-Tel: 772-461-2232; Fax: 772-488-2037. Mrs. Okeechobee, Okeechobee Co:; Sacred Heart (1964), Rev. Judy -Edelman; 'Prin. Vickie Guettler, Prin. Hugh Duffy. Lay Teachers 30 Students 499. Sisters 1; Lay leachers 38; Students 684. Mailing Address: P.O. Box 716, 34978 . Tequesta, Palm Beach Co., St. ' Jude ( 1962),, Revs . Catechesis /Religious Programs-Students 95 . Res., 901 S.W. 6th St., 34974. Tel: 863-763-3727; Thomas Vengayil, JOlih`J. McAtavey, Pastor Emeri- St. Mark ( 1972), Revs. Thomas E. Barrett; Sean de Fax: 863-763-9334 . tus; Joseph Papes. Leis, C;S .Sp. '. 1Catechesis /Religious Programs-Tel: 863-763- MailingAddress: 'P.O. Box 3726, 33469. ' Res., 1924 Zephyr Ave., 34982. lel: 772-461-8150; 2745. Res., 204 U.S. 'Hwy. 1 , .3'3460. Tel: 561-746-7974; Fax: 772=464-2367. Students 613. Fax: 561'-743.6127. Catechesis /Religious Programs-Tel: 772-464- Pahokee, Palm Beach Co. , St. Mary ( 1932), Rev:John J. School-All Saints Inter;Wbchial School.' For a 8955x'' " ' Mericantante. complete listing, please see Interparochial Schools Students 140. ` -- Res. , 1200 E- Main St:, 33476. 'Tel: 561-9244305; in the Institution section. Highland Beach, Palm Beach Co., St. Lucy (1968), Fax: 561-924-9394. CatechesislReligious ' Programs Tel: 561=746- Revs. - Gerald Grace; Anthony J. Chepanis, Pastor Catechesis /Religious Programa-Teh ' 561-924- 1890. Emeritus. . 5888. Students 439. Res., `3510 `S: Ocean ` $1vd., 33487. Tel: 561-278- Students 60. Ver6;:Beach, Indian River Co,,- St. Helen (1915), Rev. 1280;;Fax: 661-278-$509. Palm Beach, Palm Beach Co., St. Edward (1926), Rev. Michael W. Edwards; , Rev. Msgr. Irvine Nugent, Hobe Sound, Martin Co., St. Christopher (1960), Rev. Francis .J. Lechiara. Pastor Emeritus, Revs._ AdnTorres orres (Colombia); Aidan Hynes Res ., 144 N County Rd.; 33480. Tel; 661-832-0400; Brian Lehnert, Res., 12001 S.E. Federal Hwy. , 77233455 . Tel: Fax: 661-833-3359, Re;", 2085 .Tallahassee Ave., P.O. Box 2921, ! 772-546-5150; Fax: 772-546-8820. CatechesislReligious Programs-Students 85. Tel: 772-567-5129; Pax: 772-8674661 School-Ali Saints Interparochial School. For a Palm City, Martin Co., Holy Redeemer (1983);, Revs. School-2050 Vero Beach Ave.,,32960 . Tel: 772-567- complete listing, please see Interparochial Schools Martin B . Mulqueen; Bernard F. Powell. 5457 ; Fax: 772-567-4823. in the Institution section. Mailing Address: RO . Box 916, 34991 . Lay Teachers 14 ; Students 296. Catechesis /Religious Programs-Students 284. ' Res:, 1964 Capri St.; 34990. Tel: 561-286 4590; Fax: Catechesis /Religious Pr6grams-2025 20th Ave. , Indiantown, Martin Co., Holy Cross ( 1960); Revs. 561-286-8792. 32960 . -Tel: 772 562-5954, Fax: 772 562- 2209 . Nestor Rodriguez; Juan de Is Calle, Pastor Emeri- CatechesislReligious Programs-Tel; 772-463- Students 330. 1579. Holy Cross ( 1981), Revs. Rachard .Murph ; Michael tux. . . ; :. , - y Mailing Address: P.O.-Box 999, 34956. Students 550> Massarox.S:C ; John B O'Hare,. Pastor Emeritus . Res., 15927 S.W. 150 St., 34956. Tel: 772-597-2798; Palm Springs, Palm Beach Co. , St. Luke ( 1961 ), Revs. Res., 4- Iris Ln., 32964 . Tel: 77,2-231 -0611; Fax: Fax: 772-597.2741 :: David W. Carr; Daniel V. Cronin; Larkin Connolly, Catec esisl - Catechesis /Religious Programs-Students 73 . Pastor Emeritus; Juan Raul Cardenas; Claude Catechesis/ Religious ' Programs-Tel : 772- 234- 1102. Jensen Beach, Martin Co., St. Martin de Porres ( 1973), D'Souza (AVC). r f Res., 2892 S. Congress Ave., 33461. Tel: 561-965- Students 200. Revs . 'Robert ' L. Magee; Thomas J. Rynne, Pastor St, John of the Cross„(1989), Rev. John A. Crowley. ) Emeritus. 8980; Fax: 561 965- 1384. , School-Tel 561-965-8190; Fax: 561-965-2404. Sr. Res., 950 82nd Ave., 32966 Tel: 772-563-0057 Fax: Mailing Address: P.O. Box 1087, 34958. - E Res., 2555 N.E. Savanna Rd , 34958. Tel: 772-334- Janet Finley; O.S .F.; Prin. 772-563-9176. -4214; Fax: 772=3ions Programs-Tel: 772-334- g P Students 46 :. 34-8627. Lay Teachers 11; Students 274, Catechesis /Rehgeous „Programs Tel: 772 563- CatechesislReli Catechesis /Religious Programs- Tel: ` 561-969- 6457 e 0 4492. 1242. Students 476r Students '467. Wellington, Palm . Beach . Co., St. Rita ( 1980), Revs. Juno. Beach, Palm Beach Co., St. -Patrick (1987 Rev. Port St. Lucie, St. Lucie Co., Donald Munro; Alex J. Vargas. Frank Guman. 1-ST. BERNADETTE (2001), Rev. Victor Ulto,. Res., 13645 Paddock Dr., 33414. . Tel: 561-793-8544; -4082. Res:; 2549 Hope Ln- W., Palm .Beach Gardens, Church-P.O. Box 881114, 34988-1114. Tel: 661-336- Fax: 561-793eligio 33410. Tel: `561-626-8626; Fax: 561-622-6471. 9956; Fax: 561-336-5266. Catechesis /Religious Programs-Students 3 096. School-All Saints Interparochial School. Fora Catechesis /Religious Programs=Students 65. West Palm Beach, Palin BeachCo:, ' complete listing, please see Interparochial Schools 2-ST: ELIzABETH ANN SETON; ( 1993),. Rev. Edmund L.. 1 11 1-HoLx NAME . of JEsus, (1954), Revs. Aidan Lacy; in the Institution section Szpieg. Gavm Badway; Marco Tulio DeLeon. ! Cateche1 .sis /Religious Programs--Students 235 . Church-930 .S.W. Tunis Ave., 34963.. Tel: 772-336- Res., 345 $, Military Tr., 33415. Tel: 561-683-3555; Jupiter; Palm Beach Co., St. Peter ( 1987), Revs. 0282; Fax: 772-336.1494. Fax 561-68 --1051 Charles Notabartolo; Emilio Rosolen. Catechesis lReligious Programs Tel: 561-336- School Teli 561-683-2990; Fax: 561. 683-0803. Sr. Res., 1701 Indian Creek Pkwy, 33458. Tell 561-576- 0363. Kathleen Cumms, R;S.H M., Prin. 0837; .Fax: 561-575-6784: Students 405. Sisters 2; Lay Teachers 14; Students 313 . School-All . Saints Interparochial : School. For a 3-HOLY FAMILY; •(1987), Revs. Thomas R Cauley; CatechesislReligious Programs-Tel ; 561-683- complete listing, please see Interparochial Schools Rodney Q. Titus. 4603 „ in the Institution section. . Mailing Address: 2330 Mariposa Ave., 34952:. Tel: Students 210.1 1 Catechesis /Religious Programs-Students 505. 1 . 772-335-2385; Fax: 772-335-2517. 2-MARY IMMACULATE, ( 1974), Revs, Tomasz . Ma- Lake Worth Palm Beach Co., Sacred Heart ( 1917), Catechesis Programs-Tel : 561-337- kowski; Glen Pothier;. Jimmy Hababag " (Philip- Revs. Peter Van Nguyen; Francis K Fenech, Pastor 4313. Pines). Emeritus; Ducasse Francois, I.V. Dei. (Haiti); Edgar Students 305. : . Res., 390 Sequoia Dr., 33409. Tel: 561-686-8128; i Mazariegos. 4�T. LUCIE, (1961), Rev. Msgr. James M. Burke; Revs. Fax: 561=686-8406. .Res., 425 N. M St., 33460. Tel: 561-582-4736; Fax: Peter C: Dolan, Pastor Emeritus; Donald T. Finney, CateehesislReligious Programs Students 105. 561-588-5238. M.I.C.; Paul Chung Nguyen. . - 3--ST. ANN, (1895), Very Rev. James Murtagh; Rev. School--410 N. . M St., 33460. Tel: 661-582-2242; Res., 425 S.W. Irving St., 3496x.' Tel: 772-878-1215; Brian Flanagan, Admin' , Rev. Msgr Yves LaPierre; Fax; 561-547-9699. Stephen Smith, Prin. Fax: 772-878-1299. Rev. Dumarsais Pierre-Louis: Sisters 1; Lay Teachers 22; Students 215. Catechesis/Religious Programs�tudents 550. <Resi, 310 N. Olive A4e., 33401. Tel 561-832-3757; Catechesis /Religious Programs-Students 311. Riviera Beach, Palm Beach Co., St. Francis . of Assisi Fax: 561-659-1465. St. Matthew (1992), Rev. Clemens Hamerschmitt. ( 1948), Revs. Arthur Obin, O.M:I.; , Martin McMa- School-Tel : 561-832=3676; Karen ' DeMar P mrm. Rea. _. Mailing Address: 6090 Hypoluxo Rd., hon, OM1 "In res ., Revs. Rolland Bennett, O.M.I.; Sisters 1; Lay Teachers 30; Students 320. 33463-7312. Tel: 561-966-8878; Fax: 561-968-1238. Robert COlfer,. O.M.I. CatechesislRelwwus Programs-Students120. CatechesislReligious Programs-Tel: 561-966- Res., 200 W. 20th St., 33404, Tel: 561-842-2482; 4-ST. JOHN FISHER, ( 1963), Refs. "lerence J., Figel 1538. Fax: 661-863-2985 . 1 I ., O.M.I., Pastor; John Vereb; Pastor: Emeritus; Harold Students 446. School-Tel: 561-844-5971; Fax: 561-844-5784. Mrs. Fisher, O-M.I. St.Therese de Lisieux (2000), Rev. Louis Guerin. Marcia Marian, Prin. Res., 4001 North Shore Dr., 33407: :Tel: 5614842- Res., 9124 Winding Woods Dr., 33467 . Tel: 561-649- Lay Teachers. 15 ; Students 145. 1224; Fax: 561-842-8750. 6768; Fax: 661-649-6764. Royal Palm Beach, Palm Beach Co., Our Lady Queen of Catechesis /Religious Programs- Students 50. Catechesis /Religious Programs-Students 259. the Apostles ( 1988), Revs. Thomas J. Skindeleski; 5-ST: JULIANA, ( 1949), Revs. Alfredo Hernandez; Brian Lantana, Palm Beach Co., Holy Spirit ( 1964), Revs. Mark Mlay, A.L.C.P. (Tanzania); Deacon James King; Alexander Dario Agudelo. Kevin MacGabhann; Ronald Schulz. Campbell. Res:, 4500 S: Dixie Hwy., 33405. Tel: 561-833-9746; Res. and Mailing-1000 Lantana Rd., P.O. _ Box Res., 100 Crestwood Blvd. S.; 33431. Fax: 661-833-4992. i , 3978, 33465. Tel: .661-585-5970; Fax: 661-575- 482. CatechesislReligious Programs--Students 573. School=Tel: 661-655-1922; Fax: 561-655-8552.-Mrs. Catechesis /Religious Programs-Tel : 561 -585- Sebastian, Indian River Co. , St. Sebastian ( 1981), Revs. Mary Schmitz, Prin. 3930. John Morrissey; Noel McGrath.. Sisters of St. Joseph 1; Lay Teachers 38; Students Students 112. Mailing Address: P.O. Box 78-1212, 32978-1212. 506. ' North Palm Beach, Palm Beach Co., St. Clare ( 1960), Res ., 13075 U.S- Hwy. 1 , 32958. Tel: 772-589-5790; Catechesis /Religious Programs-Students 637. CATHOLIC pCHU110111N THE U.S. 941 (PMB) PALM BEACH Do�kerill, Walter Special Assignment: Dolan, Peter C. DiMauro, Joseph Reverend Fathers= Fenech, Francis X Dingee, Richard Armbrust; .Leo : F., 11380 Prosperity Farms Rd., Fitzgerald, Matthew Fathauer; Ronald I Palm Beach Gardens, FL 33410 Flynn Francis Gallagher, Daniel (NY) O'Loughlin, Frank Hubert, Raymond P. Garamella, Robert Redden, Don, Hispanic Ministry, '2410 Florida.Ave. , Maloney, Francis E. Gardyna, Henry Fort Prerce;. FL 34950 Malvey, James Gluhosky Frank (HRT) McAtavey, John J: Hamilton, Jack (WDC) On Duty Outside .the DioceseMorgan, Matthew Hayes, Stephen (RVC) Reverend Father's_ Murphy, Richard Kucera, John Euteneuer, Tlioinas J.,` Human Life InternationalO Hare, John B. one Le ; Charles (MIA) 4 Familq Life, Frd'W11oy ,al, VA 22630 Powell, Bernard Lopez, Jesus McNally, Michael J. , * St. Charles Borromeo Semi- Profeta, Salvatore ' Lucente; Salvatore (PH) nary - Overbrook, 100 E. Wynnewood Rd., Wyn- Rynne, Thomas J. Mancuso, Terry (PEO) newood, PA 19096 Stack, Christopher McMahon, Stephen O'Flanagan, Thomas Vereb, John Melendez, Carlos Ryan, Patrick . Mostler, John (RVC) Permanent Deacons: Murray, Paul Retired: Ambroise, Emile Ortiz, Jose Reverend Monsignors- Barbaro, Sam Pagliara, Daniel Nugent, Irvine Battison,;,Donald (HRT) Perez, Wilfredo O'Shea, Joseph A Beres, Ronald Pierce, Jack Reverend Fathers- Blake, Richard Raisch, Jack Aymanamkuzhq, Jacob' Brennan, William (RVC) Ramos, Mariano B1.11g,J an de Brooks, James Santana, Richard (NY) Calle, Juan nt o Campbell, 'James Sawney, Ira (Grenada) Chepanih Anthony J. Collins, George (NY) Seppanen, Henry (CAM) Christopher, Mark Connolly, Crary, Lawrence Larkin Toussaint, Hank Croijin, Daniel V. Daniels, Robert Wesley, Albert (FTW) ' Devereaux, Martin C. Decker, Myles Whalen, Charles (ALB) Demes, Dennis Zatarga, Michael "- INSTITUTIONS LOCATED IN THE DIOCESE [A] :SEMINARIES, RELIGIOUS. OR `Rosarian Academy. (Grades PreK-8), 807' N. Flagler Center, 1300 U.S. Hwy. No 1 •33408 Tel: 561-626- nary, Dr., 33401 Tel: 561-832-5131; Fax: 561=820-8750: 1300; Fax: 561=627-3956. BOYNTON BEACH. St. Vincent de Paul Regional Semi- E-mail: info@rosarian.org E-mail: rsullivan@cpprovorg nary, : 10701 1 Military Tr, 33436. Tel: 561-732- Web site: www.rosarian.org Web site: wwivourladyoffiorida. - 4424; Fax: ¢61-737.2205. Sisters of St. Dominic (Adrian, MI)- , Mrs. Mary Revs. Francis Finnigan, C.P. ; Dir Retreats; Damian rg Wali site svdp.edu DeVault, Prin. Sisters 6; Lay Teachers 41; Students Towey, C.P. ; Emmanuel Gardon; C.E;.Raphael Am - Pres.; Stephen C. Bosso, S .S.L. (PT), Rector & 519. Pres.; Steven Olds, S.T.D. (ORL), _.Dean, Pastoral rhein, C.P.; Bro. Matthew Krawchyk. Priests 4. Formation, GiWlerinoArias $ J , M;Ed., Dean, Spin- [EI GENERAL HOSPITALS TEQUESTA. ELM.E. Missionaries, 3550 Beach Rd., 33469. tual Formation; Sr. Janet Sullivan, O.S.F., Continu- I s P Tel: 561-746-7767; Fax: 561-747-9549 : : ing 'Educatton .-'Dir., Sr. Maureen Grady C.S. C ., WEST PALM BEACH. $tr Ma Hos ital, Inc., 901 45th E-mail: nichom@aol.com - D.Min. , Dean of Pastoral 'Formation; Dr. Sixto Gar- StMary's Ancill y Servitedces, Support Organizations : Web site : «ww.pime.org St. Mary's Ancillary Services, Inc . Revs. Nicholas Maestrini RLM.E., Rector, Pas- cia, Ph.D.; Dr. Antonio Lopez, Ph.D. ; Mr. Art Quin St Ma L.S., Librarian; Most Rev: Raymond Lessard, J.C.L.; Mary's Care Services, Inc. quale Persico, P.I .M.E. Revs: Felipe Estevez,.STD (MIA), Dean of Spiritual Wo�en� $ealth Servies, 'Inc6 y VERo BEACH. Paulist. Fathers Residence, 1225 :20th p Alle an Franciscan Foundation, Palm Beach Count , Ave., 32960. Tel: 772-562=0500; Fax: 772-794-9810. Formation; Piotr Paciorek, STD (Poland); . Robert Inc. Bauer, SDB, SSL; Michael Muhr, M.Div., SP; Steven Revs. Thomas J. Marley, C S.P.; William Ji Cantwell, ' O'Hala, STD. " (MIA), tVice Rector; Jose Juan C.S.P.; George F. Helmich C.S.P.; Thomas J. Con, Quijano, S T L. (MIA), ,Juan Carlos Rios, S T.L.; [F] HOMES FOR AGED nellan, C.S.P:: Mark Heuberger, M A (VEN), Treasurer, Sr Mar- WEST PALM BEACH:1Voreen McKeen Residence for Geri- garita Gomez, R.M.I, S.T.L.; Dr. Emilio Chavez, atric Care, 315 Flagler Dr. S., 33401.. Ibl. :561 -655- [K] CONVENTS AND RESIDENCES FOR Ph.D.; Dr. Miguel H. Diaz, Ph.D. , Academic Dean. 8544; Fax: 561-650-8952 SISTERS For a complete listing, refer to the Special Care DELRAY BEACH. Christ the King Monastery of St. Clare. ' [BI HIGH SCHOOLS, DIOCESAN AND Facilities section. (Solemn Vows, Papal Enclosure), 3900 Sherwood PAROCHIAL Blvd., 33445-5699. Tel: 561-498-3294; Fax: 561-498- BOCA RATON. Pope John Paul II High School, 4001 N. [G] NAZARETH HOMES 2281. Military Tr., 33431. Tel: 561-314-2100; Fax: 561-989- BOCA RATON. Alhambra House 399 NE 25th Ter. 33431. E-mail: ctkm.deh•ay@juno.com 8582. Tel: 661-392-9474; Fax: 561-392-9475. Sr. Mary Veronica Butler, O.S.C., Abbess. Clois- E-mail: piphs@pjpii.org E-mail: nazhomes@aol.com tered Sisters 9; Extern Sisters 2. ' Web site: www.pjpii.org Sr. Rita Baum, S.S.J., Contact, LAKE CHARLES SHORES. Claretian Missionary, Sisters of Revs. Guy Piano, 0. Carm., Pres.; Thomas Zalewski, Bethlehem House, 2280 N.E. 5th Ave., 33431. Tel: Florida, Inc., 7700 Westlake Dr., 33406. Tel: 561- O.Carm., 'Dean of Students; James Hess, O.Carm.; 561-392-9474; Fax: 561-392-9475. 433-4731; Fax: 561-963-0789. Bro. Robert Chiulli, O.Carm.; Dr. Jerrold Robinson, E-mail: nazhomes@aol.com E-mail: clamtian.sr.delray@worldnet.att.net Prin.; Mrs. Susan Hanley, Asst. Prin. Priests 3; Sr. Rita Baum, S.S.J., Contact. Web site: www.claretiansisters.org Brothers 1; Lay Teachers 63; Students 902. Columbia House, 424 N.E. 8th St., 33432. Tel: 561- WEST PALM BEACH. Adrian Dominican Sisters, Florida ' FORT PIERCE. John Carroll High School, 3402 Delaware 417-2681; Fax: 561 -392-9475 . Mission Chapter, 810 N. Olive Ave., 33401-3710. Ave., 34947-6116. Tel: 772464-5200; Fax: 772464- E-mail: nazhomes@aol.com Tel: 561-832-6521; Fax: 561-832-0365. 6233. E-mail: flmich@aol.com E-mail: jchs@johncatrolhigh.com [H] SOCIETY OF ST. VINCENT DE PAUL Web site: www.adziansisters.org Web site: www.johnearrollhigh.com WEST PALM BEACH. Palm Beach District Council, 4863 Rev. Thomas E. Barrett, Pres.; Mr. Clyde L. Rus- Elmhurst Rd., 33417. Tel: 561-683-6570. Mr. La- Sr. Mary Ann Caulfield, O.P., Chapter Prioress. ' sell, Prin. Priests 1; Lay Teachers 31; Students 520. Verne A. Schenk, Pres. & Trustee; Rev. Clemens WEST PALM BEACH. Cardinal Newman High SchoolTREAT HOUSES , Hammersehmitt, Spiritual Advisor. [LLANTANA. The C]) RETREAT Spiritual Life Center, 1400 S. 512 Spencer Dr., 33409. Tel: 561-683-6266; Fax: Feehan District Council, 5480 85th St., Vero Beach, 561-683-7307. 32967. Tel: 561-589-3338. Mr. Paul R. Wolff, Pres. Dune Hwy., 33462-5492. Tel: 561-582-2534; Fax: E-mail: cnhs@cardinalnewman.com Martin County District Council, 5300 Burning Tree 561-582-8070. I Web site: www.cardinalnewman .com Cir., Stuart, 34997. Tel: 561-286-2216. Mr. Paul E-mail: cenaclefl@aol.com Rev. David W. Carr, Pres.; F.John Clarke, Prin.; Brabenec, Pres. Web site: www.cenaclesisters.org 7Y James E. Carver, Asst. Prin.; Rev. Richard George, easure Coast District Council, 1063 S.W. McCoy Spiritual Life Center for laity and religious. Sisters Chap. Lay Teachers 66; Students 876. Ave., Port St. Lucie, 34953 . Tel: 561-336-9054. Mrs. 4' Frances Askland, Pres. NORTH PALM BEACH. Our Lady of Florida Spiritual [ C] INTERPAROCHIAL SCHOOLS Center, 1300 U.S. Hwy. No. 1, 33408. Tel: 561-626- 1 JuPITER. All Saints School, 1759 Indian Creek Pkwy, [I] PERSONAL PRELATURES 1300; Fax: 561-627-3956. 33456. Tel: 561-748-8994. Mrs. Mary Beth Quik, DELRAY BEACH. Preiature of the Holy Cross and Opus E-mail: rsullivan@cpprov.org Prin. Dei, 4409 Frances Dr., 33445. Tel: 561-498-1249; Web site: www.ourladyoffiorida.org Quick Fax: 661-498-0054. Legal Title: The Work of God, [D] SCHOOLS, PRIVATE Inc. Rev. Christopher Schmitt. [M] MISCELLANEOUS LISTINGS INDIANTOWN. Hope Rural School. (Grades K-6), 15929 PALM BEACH GARDENS. Catholic Charities of the Diocese S.W. 150th St., 34956. Tel: 772-597-2203; Fax: 772- [J] MONASTERIES AND RESIDENCES OF of Palm Beach, Inc. Mailing Address: P.O. Box 597-2259. PRIESTS AND BROTHERS 109650, 34410-9650. 9995 N. Military Tr., 34410. E-mail: hopesch@gate.net BOCA RATON. St. Elias Priory-Order of Carmelites, NY, BeniziGladesK,11 Out of School Program, St. Philip Web site: www.gate.net/-hopesch 4944 Rabbit Hollow, 33487. Tel: 561 -995-6762; Fax: 561 -99 -397 N.W. Ave. A, Belle Glade, ailing Tel: Sr. Marie Celeste Gatti, O.P. , Dir.; Sr. Marion Hang- 561-995-0769. Revs. Thomas Zalewski, O.Carm.; dress : 900 S.W.Fax: 561-993-0061 ., BelleGla Mailing A r. sterfer, O .P., Prin. Sisters 2; Lay Teachers 11 ; Stu- Guy Piano, O.Carm., Prior; James Hess, O.Carm. ; dress : 900 SAve. J, Belle Glade, 33430. Sr. dents 192. Bro. Robert Chiulli, O. Carm. Laura Cavanaugh, S.B.S. WEST PALM BEACH. NORTH PALM BEACH . Our Lady of Florida Spiritual Diocesan Council of Catholic Women • Rev. Clemens PALM<BEACH (PMB) 942E CATHOLIC CHURCH IN THE U.S. Hammerschmitt, 'Diocesan Moderator; Mrs. Diane 33404. Tel: 661-840-0444; Fax: 561-840-9444. 5 Bifano, Pres. Tel: 561-487-6956. E-mail: vfan@bellsouth.net [1070-03J—Dominican Sisters. (Sinsinawa, WI).—O.P. Diocese of Palm Beach, Inc., P.O. Box 109650, 33410- Web site: villafranciacan.cathalicweb.com [1070-13]—Dominican Sisters. (Adrian, MI).—O.P. f 9660. Mr. William Kerr, Mgr 11070-161—Dominican Slaters of hope.—O.P. Diocese of Palm Beach Burse Fund Trust. STUART. Christ Child Society of Stuart, 6189 Baltusroi [1070-171—Dominican Sisters ofSt. Catherine de Ricci.— Diocese of Palm Beach Endowment Must, Ter., 34997. Tel: 772-220-9943. Gloria McGuirk, T. Gueriinn,, Chm. O.P. Beach Health Plan 7Yuat. Rev. Louis Pres. [ 1140]—Eucharistic Missionaries of St. Dominic.—O.P. Diocesan Pension Plan Trust. Rev. Charles E. RELIGIOUS INSTITUTES OF MEN [1180]Franciscan Sisters of Allegany, NK—O.S.F. Notabartolo, Chm. REPRESENTED. IN THE DIOCESE [18 MG.Spadalupana Missionaries of the Holy Spirit.— Diocesan Property & Liability Insurance Committee. For further details refer to the corresponding bracketed M.G.Sp.S. Rev. Richard Murphy, Chin. number in the Religious Institutes of Men or Women Hermitage of the Diocese of Palm Beach. The Florida Catholic of Palm Beach, Inc. Mailing section. [2470]Maryknoll Sisters of St. Dominic.—M.M. Address: P.O. Box 109650, 33410-9650. Mrs. Irene []—Apostolic Life Community of Priests in the Opus 12490]Medical Mission Sisters.—M.M.S. Hey, Editor. Spiritus Sancti. (Tanzania).—A.L.C.P. [37601—Order of St. Clare.—O.S.C. Helping Hands Scholarship Fund, Diocese o Palm - f [0200]Benedictine Monks.—O.S.B . [3110)Religious of Our Lady of the Cenacle.—R.C. Beach. Tel: 561-77b-9547. Mailing Address : P.O . [0740]--Congregation of Marians of the Immaculate Box 109650, 33410-9650. [3465]Religious of the Sacred Heart of Mary .— Conception .—M.I.C. R.S.H.M. BOLA RATGN. Christ Child Society of Boca Raton, P.O. [00301---Congregation of St. Paul.—C.S .P. 129701—School Sisters of Notre Dame .—S.S.N.D. Box 811025, 33481-1025. Tel: 561-368-3932; Fax: 561-368-2318. [0610]—Congregation of llie Holy Cross.—CSC. U—Sisters for Christian Community.—S.FC.C. E-mail: a es a [05901—Sisters o gn gr g@aol.com [0650]—Congregation of the Holy Ghost.—C.S.Sp. f Charity of Sl. Elizabeth. (Convent r Cross International Catholic Outreach, Inc. , 370 W. 110001— -- Congregation of the Passion .—C.P. Station, NJ).—SC. is Camino Gardens Blvd., 33432. Tel: 561-392-9212, [0520]—Franciscan Friars. (Holy Name Prov).—O.F.M. [21101—Sisters of Humility of Mary.—H.M. 'e Ext. 408; Fax: 561-367-0564. [0520]—Franciscan Friars. (Immaculate Conception [25601--Sisters of Mary Reparatrix.--S.M.R. E-mail: info@crossinternational.org Prov.).—O.F.M. ion of Mercy. (Dublin, Ireland).—R.S.M. ; Web site: www.crosscatholic.org n—Franciscan Friars Minor o Puglia. (Ital [25751—Sisters of Mercy of the Americas.—R.S.M. Mr. James J. Cavnar, Pres. f g y)•-O .F.M. BOYNTON BEACH. St. Vincent de Paul Regional Semi- [0470]—Franciscan Friars, Capucin—O.FM.Cap. [30001—Sisters of Notre Dame de Namur.--S.N.D.deN. E�'s [0480]—Franciscans Friars, Conuentual.—O.FM.Conv. [16301—Sisters of St. Francis of Penance and Christian nary Endowment Dust, 10701 S. Military Tr., 33436. e Charity.—O.S.F. CORAL SPRINGS. South Florida Lay Cistercians, Inc. , 0 IIsi Hospitaller Brothers of St. John of God.—O.H. 6311 N.W. 47th Ct., 33067. Tel: 954-340-5705; Fax: Institute lroluntas Dei. (Canada - Province of Haiti).— [15301---Sisters of St. Francis of the Congregation of "- 954-344-9231 . I.V.Dei. Our Lady of Lourdes. (Sylvania, OH).—O.S.F. E-mail: deserttraveler@aoi.com [0800]—Maryknoll Missionary Fathers.—M.M. [38401—,Sisters of St. Joseph of Carondelet .—C.S.J. Natalie Smith, Pres. [12101—Missionaries of St. Charles Borromeo .—C S. [3900]— Sisters of St. Joseph of St. Augustine .—S.S .J. Vocations Placement Service, Inc., 6311 N.W. 47th Ct., 109101—Oblates of Mary Immaculate.—O.M.I. [0260]—Sisters of the Blessed Sacrament.-S.B.S . ' 33067. Tel: 954-340-6705; Fax: 954-344-9231. [0270]— Order. of Carmelites.—O. Carm. [18301—Sisters of the Good Shepherd.—R.G.S. E-mail: deserttraveler@aol.com [1990]—Sisters o ' Web site: vocationsplaeementarg [10501—Pontifical Institute for Foreign Missions.— f the Holy Names of Jesus and Mary.— RIME. S.N.J.M. GREENACRES. Vila Madonna, 4809 Lake Worth Rd. , [ 11901—Salesians of Don Bosco .—S.D.B. [1—Sisters of the Most Holy Soul of Jesus .—S.S.C.H. 41- 33463-3.455. Tel: 561-963-1900; Fax: 561-963- 1476. [06901—Society of Jesus.—S.J. [2150)—Sisters, Servants of the Immaculate Heart of R . E-mail: thirdvilla@aol.com Rosemary McMahon, Res. Mgr. [0420]—Society of the Divine Word.—S .V.D. Mary—I.H.M. r[^ JENSEN BEACH. VillaAssumpta, Inc., 2539 N.E. Mission [1060]—Society of the Precious Blood.—C.PP.S. 6 ' ' Dr., 9-8, 34957. Tel: 561-334-0009; Fax: 561-334- RELIGIOUS INSTITUTES OF WOMEN DIOCESAN CEMETERIES 2168. REPRESENTED IN THE DIOCESE WEST PALM BEACH. Our Lady Queen of Peace Catholic [0130] Apostles of the E-mail: villaa@gate.net Cemetery, Inc., 10941 Southern Blvd. , 33406. Tel: F Sacred Heart of Jesus .— 561 -793-0711; Fax: 561-793-0182. Ms. Linda Matz, Res . Mgr. A.S.C.J. NORTH: PALM BEACH. Christ Child . Society of Palin [0330)—Carmelite Siders E-mail: email@ourqueen.org i Beach, P.O. Box 14441, 33408. Tel: 561-795-0134; O.Carm. for the Aged and Infirm .— Web site: www.ourqueen.org Fax: 561-793-6505. Rev. Thomas Vengayil, Dir.; Charles Freebold, Ad- gfg . E-mail: mbishop110@aol.com [0685]--Claretian Missionary Sisters—R.M.I. min. Y 119301C. --Congregation of the Sisters of the Holy Cross .— PALM CITY. St. Raphael Family Life Center, 9440 S.W. 48th Ave., 34991. Tel: 561-781-0350. NECROLOGY ; RIVIERA BEACH. Vi11a Franciscan, Inc., 2101 Avenue F, [1710]—Congregation. of the Third Order of St. Francis t Tschudi, Michael G., Hobe Sound, FL St. Christopher. . Of Mary Immaculate.—O.S.F. —Died Oct. 21, 2002 . r�. 4; r i e T° L Catholic Charities of Diocese of Palm Bead Inc., Samaritan Center, Children's Services Advisory Committee Grant PROGRAM COVER PAGE Organization Name: Catholic Charities of Diocese of Palm Beach, Inc. Executive Director: Madeline Schutz Email : cc pbglhotmail . com Address : P . O . Box 109650 Telephone : (561)775-9560 Palm Beach Gardens, Florida 33410-9650 Fax: (561 )625-5906 Program Director: Joyce A. Wild Email :samaritancenterl@3Lahoo.com Address : 3650 41s' Street Telephone : (772)770-3039 Vero Beach, FL 32967 Fax : (772)567-0812 Program Title: Samaritan Center. Priority Need Area Addressed: Mental Wellness Issues and Parental Support and Education Brief Description of the Program : Homeless Shelter- BH- 180 . 850- Program that provides a tempoM place to stay for people who have no permanent housing. Child Abuse Prevention- FN- 150 . 190 . 15 — Programs, often offered in the schools or in other community settings, which attempt to protect children from physical, sexual and/or emotional abuse or exploitation through a variety of educational interventions which may focus on children of various agges, parents, people who work with children and/or parents regarding ways of avoiding or handling an abusive situation and/or information about the indicators and incidence of abuse requirements for reporting abuse and community resources that are available to children who have been abused and to their families. Amount Requested from Funder for 2003 /04 : $ 522500 - Total Proposed Program Budget for 2003 / 04 : $ 8069288 - Percent of Total Program Budget : 8 . 66 Current Funding (2002 /03 ) : $ 509000 - Dollar increase/( decrease ) in request : $ 29500 - Percent-increase /(decrease ) in request : 05 Unduplizuted Number of Children to be served Individually : 37 Unduplicated Number of Adults to be served Individually : 23 Unduplicated Number to be served via Group settings : . 0 Total Program Cost per Client : 109104 Will these funds be used to match another source ? NO If yes , name the source : Amount: $ - The Organization 's Board of Directors has approved this application on (dat . 20 A4- William Muir.. Name of President/Chair of the Board Signature , Madeleine Schutz ! Name of Executive Director/CEO Stgnat6re 3 Catholic Charities of Diocese of Palm Beach Inc., Samaritan Center, Children's Services Advisory Committee Grant PROPOSAL NARRATIVE Please respond to each question in the allotted space for each section. In responding to each section of the proposal narrative, please retain the section-label and/or question you are addressing. Type using 12 pt. Font on 8 %i X 11 paper and number each page. These directions and the graphic boxes may be deleted if space is needed. A. ORGANIZATION CAPABILITY (Entire Section .4 not to exceed one page) 1 . Provide the mission statement and vision of your organization. Mission Statement: Catholic Charities of the Diocese of Palm Beach, inspired by God ' s love for all, serves people of all faiths in need, advocates for justice in social structures, and collaborates with others to build just, compassionate communities. Vision : Catholic Charities provides high quality social services to the most vulnerable in our society, delivered in a spirit of faith, that makes a difference in their lives. 2. Provide a brief summary of your organization including areas of expertise, accomplishments and population served. Catholic Charities is a multi-service agency serving the total community. We provide Adoption/foster care. Pregnancy services. Abstinence Education. Counseling. Outreach to newcomers to our Country, Out-of-school programs, Empowerment Program, Services to Elders including case-management and guardianship, Refugee Resettlement, Legal Immigration Services. 3 Group homes for adults who are developmentally challenges, 3 HUD 202 Senior Facilities with two more approved, and a transitional residence for homeless families . In each service area, we have staff who are qualified to perform their jobs, we provide in-service training and encourage and support continuing education for staff. Catholic Charities provides social services without discrimination. Catholic Charities is accredited by the Council of Accreditation for Families and Children. This means that we meet the highest standards of practice and management. 4 Catholic Charities of Diocese of Palm Beach Inc., Samaritan Center, Children's Services Advisory Committee Grant Be PROGRAM NEED STATEMENT (Entire Section B not to exceed one page) 1 . a) What is the unacceptable condition requiring change? b) Who has the need ? c) Where do they live? d) Provide local, state or national trend data, with reference source, that corroborates that this is an area of need. a) The unacceptable condition requiring change is that of homelessness, a lack of higher education, vocational skills training and parenting skills. In addition, there are typically problems of substance abuse, physical and emotional abuse, financial problems, legal issues, transportation difficulties, mental health issues, and a general lack of adaptive life problem solving skills. b) The need is realized by families that are homeless or living in unacceptable living conditions . Families must consist of at least one adult age 18+ with at least one child age 0- 17 or a pregnant female 18 years or older. c) They must be residents of Indian River County. Most are in the process of being evicted. Some have already been evicted and are living in cars, tents or on someone ' s porch for a limited time . In some cases the court mandates that a parent come into our program in order to be reunified with their child/children. d) Data : A recent article provided by the Florida Coalition for the Homeless titled "Why do Floridians Become (and remain) Homeless?" Stated that in 2000, more than 67,000 men, women and children were homeless in Florida' s streets and shelters on any given night. 3 to 4 times as many Floridians were homeless at some point during the course of that year. This does not include hundreds of thousands of others living on the brink of homelessness. Many Floridians are homeless because they cannot afford housing . . . * A worker in Florida needs to earn a wage of $ 13 . 35 per hour in 2001 to afford rent on a 2 bedroom apartment . . . * For every 100 extremely low-income renters in Florida, there are only 64 units of housing that are affordable to them, the 5th most sever shortage in the Nation. . . *A comprehensive nationwide survey of homeless persons found the most frequently reported reason for their homelessness was the inability to pay rent. Many Floridians are homeless because incomes are insufficient to meet basic needs . . . More than 1 million ( 16 . 3 %) of Florida' s 6 . 3 million households enumerated in the 2000 Census had incomes of less than $ 15 ,000 per year . . . * 176,000 Florida workers earned an hourly wage of $ 5 . 15 per hour or less in 2000 . Of Florida' s 3 . 8 million hourly wage workers, 28% of them earned less than $ 7. 15 per hour . . . * One in five Florida children live in poverty, and 30% of children live in families where no parent has full-time, year round employment. 2. a) Identify similar programs that are currently serving the needs of your targeted population; b) Explain how these existing programs are under-serving the targeted population of your program. The program closest to ours is the "Homeless Assistance Center". They have only been serving homeless families on an emergency basis but have recently added a new transitional wing for families . They plan to begin serving families in this new wing within the next few weeks. During the last CSAC fiscal year, our program had requests for residency from 175 families consisting of 216 adults, 311 children and 16 pregnancies . For the first 7 months of this CSAC fiscal year we have had requests from 96 families consisting of 114 adults, 152 children and 12 pregnancies . Even when the Homeless Assistance Center opens their new wing, the two facilities will still not be able to house every family that needs and requests housing assistance through our program. 5 Catholic Charities of Diocese of Palm Beach Inc., Samaritan Center, Children's Services Advisory Committee Grant C. PROGRAM DESCRIPTION (Entire Section C, I — 6, not to exceed two pages) 1 . List Priority Needs area addressed. "Mental Wellness Issues" and "Parental Support and Education. " 2. Briefly describe program activities including location of services. The program activities and services are provided through a Four Tiered Level Program that has been designed to assist residents in moving progressively forward in their life skills development. Very specific objective skills criteria are associated with each level . The goal is for the resident to complete each level before moving to the next. Adequate completion of all four levels maximizes the chances for successful independent community living after leaving the program . Included in each training level are such skill areas as : responsible parenting, conflict resolution, money management, organizational training, domestic skills, role modeling, short and long goal planning. These services are provided on-site at Samaritan Center. Aftercare services are provided to families who have left the program. These services are provided by phone, in-home visits and visits to the Samaritan Center. These contacts allow us to work with the families in various ways that include but are not limited to : encouragement, guidance with personal and financial issues, parenting issues, employment and education. We are able to keep abreast of their progress, setbacks, achievements, employment and overall stability. 3. Briefly describe how your program intends to address the stated need/problem. Include reference to any studies or evidence that indicate proposed strategies are effective with target population. Those families that come into our program and actively participate in our four-tiered level system do reduce the barriers that were described under program need. Although many families are ready to leave the program while in Level 3 and are able to maintain independence, the families that remain in the program and graduate after completing Level 4 are the most successful when they resume independent living in the Community. Level I is the period of adjustment requiring completion of admission packet/assignments, the completion of a short-term case plan with objectives, a family history, and medical information and completion of physicals and T. B . Tests . These requirements are usually completed within the first 30 days . Level II requirements are regular attendance at weekly parenting classes, regular attendance at weekly counseling sessions, attendance at weekly resident meetings that include conflict resolution, attendance at special educational opportunities, both in house and in community. In addition, they must be actively performing P . I.P. hours (Personal Inventory Program), developing and progressing with long-term plans and objectives, complete a Domestic violence evaluation, open a savings account if receiving income & engaged in employment or enrolled in an educational program. Level III is the Developmental Level with the purpose of implementation of what has been taught in Level II. The requirements include the continuation of attendance at parenting classes, the weekly counseling sessions, resident meetings and attendance at special educational opportunities like the weekly anger management sessions that we have recently added as a mandatory educational opportunity . In addition, there are increased P . I .P. responsibilities and 6 Catholic Charities of Diocese of Palm Beach Inc., Samaritan Center, Children 's Services Advisory Committee Grant privileges . The Self-Esteem Evaluation and Stress Management Evaluation are completed. Level IV is the Maintenance Level that prepares resident families towards graduation from the Center. While in this level, they are given the opportunity to maintain their own financial record keeping and banking. They have increased leadership responsibilities, positive role modeling among peers, and special project assistance to staff. They develop with the guidance of the case manager a plan with goals and objectives for living outside of the Center. In addition, they continue to attend all of the weekly classes, counseling, and educational opportunities as mandated by the Center. In addition, 24/7 staff provides direct parenting assistance, supervision and intervention. Children participate in weekly programs covering "Health and Safety", "Self-Esteem", and "Character Values". We have expanded our educational video library for toddlers through high school children covering additional topics. We also locate tutors for those children in our program that are encountering academic struggles. This has proved to make a significant impact on grades and on the child ' s self-esteem. 4. List staffing needed for your program, including required experience and estimated hours per week in program for each staff member and/or volunteers (This section should conform with the information in the Position Listing on the Budget Narrative Worksheet). Samaritan Center Maintains a 24 hour. 7 days per week staffing pattern. While it is desired that all staff have residential experience, this is not always possible. All staff receive a comprehensive formal training at the site level and at the Diocesan level and receive ongoing staff development opportunities . Senior support staff provide 5 shifts of training to all new support employees before they begin working solo. Professional Positions Support Positions One p/t Division Director 4 .5 hr/wk One f/t Adm. Asst./Vol. Coord. 40 hr/wk One f/t Administrator 37. 5 hr/wk One Ft Clerical Asst. 37. 5 hr/wk One f/t Case Manager 37 .5 hr/wk One ph Children Coord. 30 hr/wk One f/t Resident Manager 37. 5 hr/wk One p/t Kitchen Coord. (cook) 23 hr/wk One p/t MHC 12 hr/wk Support Positions Support Positions One p/t Support 16 hr/wk Four f/t Support Staff 40 hr/wk One ph Support 4 hr/wk One p/t Support Staff 34 hr/wk 5. How will the target population be made aware of the program? The target group is made aware of the program through a wide variety of opportunities as follows : • Presentations to community civic and church groups • Participation/networking with other social service organizations • Presentations and bulletin announcements to Churches • Law enforcement agencies • Current and former residents word of mouth 7 Catholic Charities of Diocese of Palm Beach Inc., Samaritan Center, Children 's Services Advisory Committee Grant • Annual mailings to Churches and service providers regarding services provided • Media opportunities including newspaper articles, quarterly Samaritan Center Newsletter, distribution of brochures, fundraising activities, radio & TV talk shows. 6. How will the program be accessible to target population (i.e. location, transportation, hours of operation)? Samaritan Center holds an orientation/screening for those families seeking shelter. This must be completed prior to a family moving into the facility. These families are usually able to transport themselves or secure transportation through a family member, friend etc . On the rare occasion that they are unable to reach us on their own, we will provide transportation via the Center Van. Once a family has moved into the Center, if they do not have their own vehicle, we encourage them to be resourceful in attempts to find transportation through the community bus, or family/friends . If they are unsuccessful, we do provide transportation to their case related appointments (ex . Medical, employment, school, court, off premises educational workshops and Samaritan Center planned Social Activities) . We do not provide transport for personal outings. We are very fortunate to periodically have vehicles donated to our program. We in turn, donate the vehicle to a resident that is without transportation. This is an assurance that when they graduate from our program they will continue to have transportation to their employment, necessary appointments, groceries, etc . 8 Catholic Charities of Diocese of Palm Beach Inc., Samaritan Center, Children 's Services Advisory Committee Grant D. MEASURABLE OUTCOMES (Description of Intent) Use the Measurable Outcomes orm. This descr ' tion gggge does not need to be included in the gMLosal. In order to show the impact your program is having on the target population and the community, the funders are requiring measurable outcomes. Please review the examples and summaries below to insure your understanding of what is expected. OUTCOMES : Describes what you want to achieve with the target population. Indicates the results of the services you provide, not the services you provide. Outcomes utilize action words such as maintain, increase, decrease, reduce, improve, raise and lower. ACTIVITIES : Describes the tasks that will be accomplished in the program to achieve the results stated in the outcomes . Activities utilize action words such as complete, establish, create, provide, operate, and develop. The activities should reflect the services described in the PROGRAM DESCRIPTION (C2) . Use the following elements to develop your outcomes. All elements must be included: • Direction of change • Timeframe • Area of change • As measured by • Target population • Baseline: The number you will be • Degree of chane measuring against Example 1 (Outcome) : To decrease (direction of change) number of unexcused absences (area of change) of enrolled boys and girls (target population) by 75 % (degree of change) in one year (time frame) as reported by the 2002 School Board attendance records (as measured by). Baseline : 2002 School Board attendance records for enrolled boys and girls. Example 1 (Activity) : To provide anger management classes to enrolled boys & girls two times a week for 12 weeks . Example 2 (Outcome) , 75% (degree of change) of youth (target population) who have participated in the academic enrichment activities (as measured by) for 6 months or more (timeframe) will improve (direction of change) their scores in one or more subject area (area of change) . 25 % of participants in academic enrichment activities will maintain the initial level of performance assessed at entry. Baseline : Pre test scores from the academic enrichment test. Example 2 (Activity) : 1 ) Provide pre and post test exercises on the Advanced Learning System software 2) Participants will go through the one lesson per week and be graded for 10 weeks. IMPORTANT NOTE : Keep in mind when developing your PROGRAM OUTCOMES , that if funded, this will be what you are held accountable to accomplish. Also, the PROGRAM OUTCOMES should reflect the information described in the PROGRAM NEED STATEMENT (B 1 ). All Program Need Statements should flow from the Mission & Vision. Measurable Outcomes should be based on and measure program needs. Activities are the tasks you do that are going to influence the outcome and impact the unacceptable condition in your program need statement. 9 Catholic Charities of Diocese of Palm Beach Inc., Samaritan Center, Children 's Services Advisory Committee Grant D4 . FY0344 MEASURABLE OUTCOMES (Entire Section D not to exceed two pages) FY03-04 OUTCOMES ACTIVITIES Add all the elements or the Measurable Outcomes Add the tasks to accomplish the Outcome(s) 1 ) Resident children who are age 4 and over Age appropriate children will participate in the will increase their self-esteem by showing an weekly self-esteem module. In addition, 24 average of 5 - 10% increase on the self-esteem hour guidance and encouragement is provided pre/post tests that are given at the end of each 8 to parents to utilize the skills that they are week session. As measured by total number of taught in the weekly parenting classes. By age related children entering the program constant reinforcement of "positive parenting", during the 2003 -2004 fiscal year. Baseline : the children exhibit increased self-esteem and 2003 -2004 resident children who are 4 years improved behaviors . old through 17 years. 2) Adult residents will increase their All adult residents are required to actively knowledge and skills in parenting by a participate in weekly parenting classes, anger minimum of 5 to 10% as evidenced through a management classes and counseling sessions. 8 parenting pre & post test given at the weeks of Pre and Post tests are administered beginning and end of the 8 week parenting before and after parenting class. classes. As measured by total number of parents entering the program during the 2003 - 2004 fiscal year. Baseline : Test results on total number of parents entering the program during the 2003/2004 fiscal year. 3 ) Resident children who are age 4 and over Children will participate in 8 weekly classes of will demonstrate a 5 to 10% improvement in Character Values . Behaviors will be observed behavior learned through the 8 week Character and charted by staff. Values Program. Behaviors are charted each session indicating progression. As measured by total number of age related children entering the program during the 2003 /2004 fiscal year. Baseline : Behavioral chart results for total number of age related children entering the program during the 2003 /2004 fiscal year. 4) 75 % of families who have completed the Former residents participate in aftercare program by achieving the minimum of Level services that include home visits, visits at the III will remain in stable housing 12 months Center, telephone contacts, invitations to after discharge date as measured by total special events or activities. These services are number of families achieving Level III or more provided through the Case Management staff a while in the Center and having moved out minimum of 2 times per month for at least 12 during fiscal year 2002-2003 . Baseline : Total months after moving out. number of families who achieved Level III or higher and moved out of the Center during the 2002-2003 fiscal year. 10 Catholic Charities of Diocese of Palm Beach Inc., Samaritan Center, Children's Services Advisory Committee Grant E. COLLABORATION (Entire Section E not to exceed one page) 1 . List your program ' s collaborative partners and the resources they are providing to the program beyond referrals and support. [NOTE : Collaborative agreement letters are not required by United Way of Indian River County.] Collaborative Agency Resources provided to the program Indian River County Health Dept. IRCHD provides T.B . skin testing and readings for new staff and residents . This service is provided at S .C . The Mental Health Association and The child Witness program, a 12 week session held at Exchange Club of I . R. C . S .C . & conducted by a M .H.A. Counselor, is designed for children having witnessed domestic violence. I .R. C . Human Services They provide temporary housing up to 3 nights at the Citrus Motel upon referral from S .C . This process is used mostly when a family is "out on the street" and being accepted into S .C . contingent on results of a background screening. Indian River Thrift Store They accept donations of furniture, household items, clothing & miscellaneous items in the name of S .C . When items are sold, a credit is placed on our account to be used by our program/clients as needed for reasons such as clothing for employment or employment search; furniture & household items when moving into their own housing* Indian River Health Dept. Hold meetings/workshops at S .C . as our census changes on the topics of "Pregnancy Prevention", "AIDS Prevention" and general information about the prevention and treatment of sexually transmitted diseases. Homeless Assistance Center H.A. C . has developed a Vocational Program that provides job seeking skills training, job development assistance, job retention support and basic computer training. Through a HUD grant, a MIS system called "Service Point" has recently begun to network with agencies participating in the Homeless Continuum of Care. H .A. C . & S . C . are two of the priority programs . The focus of MIS covers I&R, service coordination, case planning & assessment data. The two agencies also work closely sharing donated items such as clothing and food. American Red Cross When S . C . has at least 5 employees that need to be certified CPR or First Aid the A.R. C . provides an instructor who comes to S . C . to conduct the class. Habitat for Humanity A representative from Habitat comes to S . C . to present the requirements for acquiring a Habitat Home. They also work with interested families on financial guidance. 11 Catholic Charities of Diocese of Palm Beach Inc., Samaritan Center, Children's Services Advisory Committee Grant F. PROGRAM EVALUATION (Entire Section F not to exceed two pages) 1 . DEMOGRAPHICS : What information (data elements) will you need to collect in order to accurately describe your target population including demographics (age, gender and ethnic background) required by the funder in Section H? What are the pieces of information that qualify them for your target population? How do you document their need for services or their "unacceptable condition requiring change" from Section B19 The data elements collected for our target population are on our "Program Beneficiary Statistic form. The information collected is 1 ) Unduplicated count of program beneficiaries ; 2) Age group ; 3 ) Sex ; 4) Ethnic background; 5 ) Program beneficiary characteristics (ex. Single parent w/o GED or diploma, Veteran, Victim of rape/incest/domestic violence; physically disabled) 6) Income level ; 7) Geographic residence in IRC ; 8) Unit of service including census days, special programs, transportation, legal & miscellaneous; 9) Religion. In addition, a monthly census form is kept by day on families that are in residence. This information is carried over to the above form at the end of each month. This information is collected and entered into the data form once they enter the program. The pieces of information that qualify them for our target population and their need is documented before entering the program . A telephone intake is the first step in assessing their need. If it appears that they qualify for our program, an appointment is scheduled to fully explain the program to them and to have them complete the following forms : 1 ) Samaritan Center Personal Inventory that is designed to obtain information about a wide range of possible problem areas ; 2) Subjective questionnaire (personal information including behaviors, mental health issues, drug/alcohol issues, etc.) 3 ) A Statement regarding reason(s) for homelessness; 4) Written assignment (why they think they are a good candidate for this program; goals that they would like to accomplish and personal description of self. Once this information has been completed, a determination can be made if this family fits into our target population, and depth of their need. 2. MEASURES: What data elements will you need to collect to show that you have achieved (or made progress toward) your Measurable Outcomes in Section D? What tools or items are you using as measures (grades, survey scores, attendance, absences, skill levels) for your program? Are you getting baseline information from a source on your Collaboration List in Section E? Are there results from your Activities in Section D that need to be documented ? How often do you need to collect or follow-up on this data ? The data elements needed to collect to show achievements/progress toward Measurable Outcomes are located in our "Master Stats" which include : the information in above form in addition to dates each family achieved a new Level, Level at time of exit, discharge information, forwarding address, phone and contact, 6 month contact information, 12 months contact information, rent/own home and whether employed . . . 12 Catholic Charities of Diocese of Palm Beach Inc., Samaritan Center, Children 's Services Advisory Committee Grant The tools/items used are pre-post tests, school grades, school attendance, counseling & parenting class attendance and the Level system. We are not currently getting baseline information from any source on our collaborative list but will begin requesting test scores and other pertinent information from the Mental Health Association for the Child Witness Program. All activities are documented. Information is turned into our Resident Manager who inputs the statistical information. This information is kept current and entered as clients enter a new Level and as test results are completed. 3. REPORTING : What will you do with this information to show that change has occurred? How will you use or present these results to the consumer, the funder, the program, and the community? How will you use this information to improve your program? The data is collected as described in the above sections . The information becomes a permanent part of our records and is shared with those funding sources that seek that information. The "Program Beneficiary Statistical" form is the standard form that is required by Catholic Charities. This report is sent to them on a monthly basis . The outcomes are sent to Catholic Charities for review and to evaluate how our program is doing. Some of the outcomes are shared in the community when making presentations and occasionally have been used in our newsletter that is mailed to approximately 4500 area residents and businesses . We always strive to improve our program and the outcomes are used when our treatment team meets for regular evaluation of clients and the program as a whole . 13 Catholic Charities of Diocese of Palm Beach Inc. , Samaritan Center, Children's Services Advisory Committee Grant G. TIMETABLE (Section G not to exceed one page) 1 . List the major action steps, activities or cycles of events that will occur within the program year. New programs should include any start-up planning that may occur outside the funding year. In completing the timetable, review information detailed in prior sections. Month/Period Activities Ongoing The Treatment Team consisting of Counselor, Administrator, Resident Manager, Case Manager & Children' s Coordinator meet on a weekly basis to evaluate the progress of each family. Additional focus has been placed on deadlines for achievements such as employment, educational goals, opening savings accounts, paying off old debt, etc . In addition, this team holds quarterly reviews of case files and forms to determine if improvements are needed. Findings are addressed and implemented with follow-up to determine usefulness of change . By 9/ 15/03 While we have expanded our educational video library for the Samaritan Center Children, we would like to continue expanding by increasing topics and opportunities. Ongoing Aftercare activities are vital to the continued independence and success of our former families. Regular contacts can eliminate a family sliding backwards once they have left our program. A minimum of two contacts per month will be offered to all families leaving the Center. Monthly Guest speakers from the community will be invited to speak to our residents regarding topics that will benefit them with their day to day living. These are professionals from the community who will be invited to come to the Center. This will be in addition to the mandatory weekly counseling, parenting and community meetings . 14 Catholic Charities of Diocese of Palm Beach Inc., Samaritan Center, Children 's Services Advisory Committee Grant H. PROJECTIONS FOR UNDUPLICATED CLIENTS Number of Unduplicated Clients by Location Current Fiscal Year Location Budget 2002/03 Unduplicated Clients Unduplicated ClientsPM6 N . Indian River County 7 13 S . Indian River County 55 33 54 Indian River Co. Total -62 46 60 Greater Stuart Hobe Sound Indiantown Jensen Beach Palm City Martin County Total Fort Pierce _ Port Saint Lucie St. Lucie Co. Total Okeechobee County Palm Beach County TOTAL SERVED 621 46 60 Number of Undu licated Clients by Age Current Fiscal Year Location Budget 2002/03 Individual Group 0 to 4 - (Pre-school) 22 - 22 - _ 4 20 - 5 to 10 - (Elementary) 10 - 2 - 11 to 14 - (Middle) 4 - 3 - 5 - 15 to 18 - (High School) 1 19 to 59 - (Adults) 25 - 18 - 23 - 60 + (Seniors) TOTAL SERVED 62 - 46 - 60 - 15 Catholic Charities of the Diocese of Palm Beach, Inc. / Samaritan Center Children Services Advisory Committee UNIFORM GRANT APPLICATION BUDGET NARRATIVE WORKSHEET IMPORTANT: The Budget Narrative should provide details to justify the amount requested in each line item of the budget for your program. From this worksheet, your figures will be linked to the Total Agency Budget, Total Program Budget and Funder Specific Budget Forms. AGENCY/PROGRAM NAME : Catholic Charities of DOPB , Inc. / Samaritan Center FUNDER : CHILDREN SERVICES ADVISORY COMMITTEE 1 CAUTION : Do not enter any figures where a cell is colored in dark blue - Formulas and/or links are in place. Gray areas should be 1 used for calculations and to write information only. �. TotaiAgenCy REVENt1ES ueeoetxlia Wised 7`orall>1logram >�udget Ftrnd�rSpaclfrc Budget s� Budget 1 Children's Services Council-St. Lucie 100,000 2 Children's Services Council-Martin 3 Children's Services Council-Okeechobee 22,680 4 Advisor Committee-Indian River 52,500 52,500 529500 5 United Wa St. Lucie County = 't` r : 20,000 6 United Wa -Martin county 12,000 7 United Way-Okeechobee County 8 United Way-Indian River County � , 63,000 639000 63,00 9 Department of Children & Families 10 County Funds ;11�1.� x1� i►w.,: 11 Contributions-Cash 3tsr, 21906 219,856 385,868 12 Program Fees 1 ,000 11000 4919256 1 All. e .oWem�le,ii 13 Fund Raising Events-Net S46Ao0 90,000 90,000 267,500 � v 14 Sales to Public - Net ;JiO+ 750 750 20,000 15 Membership Dues at nre. �i 16 Investment Income ai000 ` "� 15,000 15s000 150,00 r r; 17 Miscellaneous - Contrib Facilitiesq +► #+ ? 45, 182 45918 242,044 18 Legacies & Bequests 125,000 19 Funds from Other Sources - Grants $4000 84,000 849000 390881629 iteserve FAWft 4f 20a Reserve Funds Used for Operating i> 35,000 35,000 607,300 20b Other- Donations (Not in Total) 47,5161 47,516 0 21 TOTAL REVENUES (doesn'li include line 20b)l $606,288 $606,28 $5,647,777 EWEND"R tat , ► Talai" grram #3t� iidrpeClfrc Badger ra B dger►cy 22 Salaries - (must complete chart on next page) 289,340 289,340 31006,916 23 FICA - Total salaries x 0.0765 l: 22, 135 22, 135 221 , 573 Retirement - Annual pension for qua I e 24 staff 20,254 20,254 202,747 Life/Health - Medical/Dental/Short-term 25 Disab. 4554 9 " 60, 128 60, 128 4091496 Workers Compensation - # employees x 26 rate 1l0 , 2,6041 2960 23,936 Florida Unemployment - # projected 27 employees x $7 ,000 x UCT-6 rate o 5282003 15 Catholic Charities of the Diocese of Palm Beach, Inc. / Samaritan Center Children Services Advisory Committee SALARIES A . A POSIT/OIV L�ST/NG (A Ailp Annt l" l'ar an C Filader GMWAnnui ic�'�ala�Vsrve> tPltrn , Spee/tPc it/e►dgelt Sammy Poswon rtaet Tout H1~ 'Reques fjGAJ E"n1pre: Cir► ectar•rclllra - 70,R(lDAO . - ., s Ntg0 0li S,9UD06 74 1401s Pro ram Administrator, 37.5 hrs/wk 43,937 430937 43,93 100.00°/ Residential Manager, 37.5 hrs/wk 26,203 26,203 26,203 100.00°i Division Director 12% - 4.5 hrs/wk 45,000 5,400 5140 12. 00°/ Counselor MSW Therapist, 12 hrs/Sam 319056 10,342 10, 342 33. 30°/' Case Manager, 37.5 hrs a wk 28,986 28,986 28,986 100. 00°/' Administrative Assistant, 40 hrs/wk 23,046 23,046 23,046 100.00°/ Chidren's Coordinator, 30 hrs a wk 15,541 151541 159541 100.00°!0 Clerical Assistant, 37.5 hrs/wk 179619 17,619 17,61 100. 00°i Support Staff, 40 hrs/wk 18,337 18,337 18,337 100"00°/' Su port Staff, 40 hrs/wk 19 ,332 19,332 19,33 100.00% Support Staff, 40 hrs/wk 189324 18,324 18,324 100. 00% Support Staff, 40 hrs/wk 19,309 19,309 19r309 100. 00°/' Support Staff, 34 hrs/wk 15,028 15,028 159028 100. 00°/' Support Staff, 16 hrs/wk 71072 71072 7tO72 100.00°/ Support Staff, 4 hrs/wk 29021 21021 2021, 100 . 00% Support Staff, substitutes 81840 8,840 8*8401 100. 000i Cook, 23 hrs/wk 109003 10,003 10,0031 100.00% aXDN/0! #DIV/0! All Other Positions in the Agency 216571263 0.000/ Total Salades $39006,916 $289,340 $289,34 $ FRINGE BENEFi#`M DETAIL, (Funder SpeCffic Budlg►et OhNnotoYbOt rng Funder Column C only. born ting >to Z7'� pe�►lc'isudget , T.85Y z posit/cn7fttie u/"fli iwlc fit COMPeM Spedllc l ge Gllm// Yaw.wya� �7f/ iV1NW " iW I " "" ffV LW.W 1'IiJV Program Administrator, 37.5 hrs/wk 43393 3,361 31076 51250 3951 12,08 Residential Manager, 37. 5 hrs/wk 26,203 21005 11834 5,250 236 9, 32 Division Director 12% - 4.5 hrs/wk 5,400 413 378 630 49 1 ,47 Counselor MSW Therapist, 12 hrs/Sam 10,342 791 724 1 ,748 93 3.35 Case Manager, 37.5 hrs a wk 28,966 2,217 2,029 5,250 261 9,75 Administrative Assistant, 40 hrs/wk 23,046 10763 19613 51250 20 8.8 Chidren's Coordinator, 30 hrs a wk 15,541 1 , 189 1 ,088 5,250 140 7.66 Clerical Assistant, 37. 5 hrs/wk 17,61 1 ,348 11233 5,250 15 7,99 Support Staff, 40 hrs/wk 18933 1 ,403 1 ,284 5,250 165 8. 101 Support Staff, 40 hrs/wk 19,33 1 ,479 11353 5,250 174 8,25 Support Staff, 40 hrs/wk 18,324 1 ,402 19283 5,250 165 8,09 Support Staff, 40 hrs/wk 19 ,309 11477 11352 5,250 174 8325 Support Staff, 34 hrs/wk 15,028 1 , 150 1 ,052 5,250 135 7.58 Support Staff, 16 hrs/wk 7,07 541 495 1 , 10 Support Staff. 4 hrs/wk 2,021 155 141 18 31 Support Staff, substitutes 81840 676 619 80 1 ,37 Cook, 23 hrs/wk 10,003 765 700 9 1 . 55 0 0 0 0 0 0 0. 00 0.00 0.0 0.0 0.00 Tota/ Funder Request FdngeBenefits $289,34 $22 . 135 $20,254 5601128 $2 ,6041 $ $105, 12 5a8a003 16 Catholic Charities of the Diocese of Palm Beach, Inc. / Samaritan Center Children Services Advisory Committee I 11ell 1 IVARfty �. : 1 axs � ' a.xg �� e ae _ z 1.�, ' `"a � :f le ,�� ?' d ��rI'll zI'll �initiedr p c �tv flet.i1.ol, 1. gency r, a3 Y . yf ,, , , "'t" % :�` 5' . . , ""a�3r - . °1t , . ., .. ._,.,a- ". p 8 28 Travel-Daily i 3,0 3,00 78,075 # of Staff x average # of miles/wk x 50 wks x � x �� ' `;" 4 , ` Ili " $ = Estimated Daily Travel/Mileage Reimb. x Axa t� , e O; .�% x �` ° %1 �, � ° s it 1. I ; _ . �. _ . I , 29 Travel/CorNerenceslTraining q ._ - ; �� , " : 1 ,20 1 ,200 38,275 National Conference (cost per staff) ` ; r t F' Training/Seminar cost per staff) � ' " � ' ��s ( P "/ RXd[ lAdf 4E � . n a , r� a �'"* r Other Trainings (cost of travel, lodging , a ¢ z s registration , food) ; ° , r 30 Office Supplies 4950 4150 62,550 • Office supplies (monthly average x 12 , months = estimated cost of office supplies � * based on present history. r ., . .r :.nr ., r, ..,F r r x .. . 31 Telephone r r 7 5 7,500 116,450 A x • # Phone lines x average cost per month x awrrr, 12 months = local hone cost " * " . � x v �v { et'3 P �!r 9I rk, I -rtaxeir Average long distance calls x 12 months = �`�'"`"'�*� " 11 E, I I� t a+nnf i t Estimated cost of long distance ++� , " 32 Postage/Shipping 4,00 42000 20,410 S f i.Y'4 y X y (ry • Quarterly Mailing of Newsletter �"' ` til °M Special events, etC. Il � ` ' % ' Bulk mailings - appeals W 33 Utilities s - 17950 17,500 71 ,550 • Electricity ($ x 12 months) if r IMKy+6'ItVa' x` "�" z z 1. `e ' x c • Water/Sewer ($ x 12 months) +�1 � � a �" $ z " o ,. k. SN' �ee Garbage ($ x 12 months) ar+ha r q r r 34 Occupancy (Building & Grounds) ', 58,68 58968 411 ,389 gra a kra-c a °` > n . .�llr y a. `` k, , y ' Tt1r� Y 6 ,5r4, b \ .1i:iYrlb'R i- Y�t - l TS �A ' • Mortgage/Rent ($ x 12 months) .iI % • Janitorial ($ x 12 months) i `S ` k w , y Grounds Maint. ($ x 12 months) + t>I6.9 1 ' f`' r Real Estate Taxes '::, 9— r, , , ft I�`r",%9.9 , it-, " `1111111 r F _ . �_._r .,r ._. 35 Printing & Publications1 . , " p z ,= 3975 39750 21 ,850 • Quarterly Newsletter ($ x 4) 4 ' ` k Ys • Letterheads , Envelopes , etc. v fs • Fundraising materials , s ss y 11 66 �` ' Other . ; ? s , , tiM _ IeI 36 Subscription/Dues/Membershtps �r9„" ' , , ., 10 100 15, 100 Dues "* • Subscriptions to Newspapers/magazines II ti e > bi0J11rr -f - , + etc. 6,>t r n - F ` .. z Z _ y , r . t d ., .." .. S .,. .. . . 4 n ". . " o . r - < 37 Insurance 3,700 3,70 24,255 Directors/Officers Liab . xs • Commercial/General Insurance k Y '59ie� �, l Bond Ins. ir�wakwr�Meaaelaaa d Auto Insurance . 38 Equipment:Rental 8 Maintenance 4,500 4,50 22,750 • Copier lease ($ x 12 months) %% , ,., a ? e • Meter lease ($ x 12 months) t • Copier Maintenance ($ x 12 months) , , • Computer Maintenance ( $ x 12 months) + z • Other lis ..�e:wt.�e« r ;i I It „' 39 Advertising leer- , r � M , .P% 115 1 ,50 19,040 Newspaper adsF , € Fundraising ads/promotions Other (vacancies) roxrrIt �.a , _ 40 Equipment Purchases:Capital ExpenseI-Ij 12,000 12,00 15soo 528/2003 17 Catholic Charities of the Diocese of Palm Beach, Inc. / Samaritan Center Children Services Advisory Committee i • Computer/monitor (# x • Laser Printer } ( 9 9) 800 80 61 ,400 41 Professional Fees Legal, Consulting) • Legal advice ( estimated #hrs x $) u , NNr Y • Consultant fees iilr� "+ «� gl. ti } li , • Other ewxo E 42 Books/Educational Materials 41500 49500 74,450 2 MY 9 - ak IAZ • Books/videos +y ++* ►* a 3 • Materials ($ x staff) r 43 Food & Nutrition 181000 18,000 75,950 Ij • Meals # meals x clients x 5da x 50 v*s) ( Ys Snacks 44 Administrative Costs 579095 57,095 485,71 Admin. Cost (% of total budget) ,, 45 Audit Expense 1 ,500 1 ,500 42,000 Independent Audit ReviewziAj 46 Specific Assistance to Individuals 7 5p " 71500 118,750 E E • Medical assistance R • Meals/Food � c..w.dy �.an • Rent Assistance ++ ^ E r • Other 47 Other/Miscellaneous 500 500 77250 • Background check/drug test 99 • Other x . 48 Other/Contract 1 9 1 9o 0 n Sub-contract for program services 49 TOTAL EXPENSES $606,288 $606,288 $5,647,77 5282003 18 COhdC Chwffim of IM Dbm of Pdm SeW , Inc. / SmneMn CmAe CNMn somm MNmy Cww1d" UNIFORM GRANT APPLICATION TOTAL AGENCY BUDGET AGENCY/PROGRAM NAME: Catholic Charities of the DOPB, Inc/Samaritan Center FY 01102 FY 02!03 FY 03104 % INCREASE FYE 6102 FYE 6/03 FYE 6104 CURRENT VS. NEXT FY BUDGET A B C D ACTUAL TOTAL PROPOSED leo!. C-eol. Bpcof. e REVENUES BUDGETED BUDGETED 1 Children's Services Council-St Lucie 41 121 .00 100 000.00 100 000.00 0.00% 2 Children's Services Council-Martin 0.00 #DIV/01 3 Children's Services Council-Okeechobee 20 055.00 21600.00 22t680.00 5.00% 4 Advisory Committee-Indian River 45185.00 5000000 52 500.00 5.00% 6 United Way-St Lucie County 79500,00 81000,00 20 000.00 150.00% 6 United Way-Martin County 26 000.00 10 000.00 12 000.00 20.00% 7 United Way-Okeechobee County 0.00 #DIV/0! 6 United Way-Indian River County 62 000.00 60 000.00 63 000.00 5.00% 9 Department of Children & Families 0.00 #DIV/O! 10 County Funds 0.00 #DIV/0! 11 Contributions-Cash 445 745.00 587 456.00 385v868.49 -34.32% 12 Program Fees 495t552.00 486 865.00 491 256.00 0.90% 13 Fund Raising Events-Net 240 660.00 264 000.00 267 500.00 1 .33% 14 Sales to Public-Net & Rent 5 835.00 1740000 2000000 14.94% 1s Membership Dues 0.00 #DIVIO! 16 Investment Income 193o287,00 150 000.00 150 000.00 0.00% 17 Miscellaneous/Contributed Facilities 227 469.00 215 000.00 242,044.00 12.58% 18 Legacies & Bequests/Restricted Funds 192l331 .00 150 000.00 125 000.00 -16.67% 19 Funds from Other Sources 2 281 998.00 21539,167,00 3,088,629.00 21.64% 20a Reserve Funds Used for Operating 204 455.00 319 300.00 607 300.00 90.20% lob In-Kind Donations (NM mewaed N eon0 0.00 #DIV/0! 21 TOTAL 4 489193.00 4 978 788.00 5s6479777.49 13.44% EXPENDITURES 22 Salaries 2196 009.00 216032316.00 3 006 916.49 15.50% 23 FICA 154887.00 190170.00 221 t573.00 16.51 % 24 Retirement 140 299.00 174 007.00 202J47.00 16.52% 25 Life/Health 239 649.00 353 399.00 409 496.00 15.87% 26 Workers Compensation 18 802.00 22 581 .00 23 936.00 6.00% 27 Florida Unemployment 89478,00 7,956.00 0.00 -100.00% 28 Travel-Daily 82 526.00 72o995.00 78 075.00 6.96% 29 Travel/Conferences/Training 24 980.00 41050.00 38t275.00 -6.76% 30 Office Supplies 72 864.00 61325.00 62 550.00 2.00% 31 Telephone 106 389.0098 060.00 116 450.00 18.73% 32 Postane/Shipping 17 010.00 19 037.00 20 410.00 7.21 % 33 Utilities 74 414.00 60 808.00 71 550.00 17.67% 34 Occupancy (Building & Grounds 323 077.00 298j863,00 411 389.00 37.65% 35 Printing & Publications 26 761 .00 25 950.00 21 850.00 -15.80% 36 Subscription/Dues/Memberships 12 970.00 1303000 15100.00M-2,88% 37 Insurance 23 235.00 24,975, 24 255.0036 E ui ment:Rental & Maintenance 91 415.00 20660.00 22750.0039 Advertisin 11 564.00 18 975.00 19 040.0040 E ui ment Purchases:Ca ital Ex nse 33 965.00 1590000 41 Professional Fees (Legal, Consulting) 99y412.00 63100.00 61400.00 -2.69% 42 Books/Educational Materials/PSuppi 63 410.00 74 875.00 74 450.00 -0.57% 43 Food & Nutrition 74 388.00 66 700.0075 950.00 13.87% 44 Administrative Costs 460 012.00 485 715.00 5.59% 45 Audit Expense 47 200.00 40 000.00 4200000 5.00% 46 Specific Assistance to Individuals 124t878.00 126 525.00 118 750.00 -6. 15% 47 Other/Misc/Transfer of Holy Cross Restr Fnds 49 015.00 69434,00 7%250.00 12.68% 48 Other/Contract/Depreciation 105178.00 0.00 #DIV/01 49 TOTAL 4188 810.00 499789788.00 5647 777.49 13."O/o 50 REVENUES OVER/ UNDER EXPENDITURES 300 383 001 0.001 0.001 #DIV101 srmnoa3 79 Ce&iM c ChWRM of OW Dioaaee of PNM BeeN, Lc, ISOM&IM Cella 00*d SeM0.ea A&e yCw nftee UNIFORM GRANT APPLICATION TOTAL PROGRAM BUDGET AGENCYIPROGRAM NAME: Catholic Charities of the DOPB, Inc/Samaritan Center FY 01102 FY 02103 FY 03104 % INCREASE FYE 6102 FYE 6103 FYE 9104 CURRENT VS. NEXT FY BUDGET A B C D ACTUAL TOTAL PROPOSED Icol. Ctol. Byeol. B REVENUES BUDGETED BUDGETED 1 Children's Services Council-St Lucie 0.00 #DIV/01 2 Children's Services Council-Martin g52j500.010 0 #DIV/01 3 Children's Services Council-Okeechobee 0 #DIV/01 4 AdvisoryCommittee-Indian River 45185.45E501d000.00 5.00% 5 United Wa St Lucie Coun 0 #DIV/0! 6 United Wa -Martin Coun 0 #DIV10! 7 United Wa -Okeechobee Coun . 0 #DIV/01 8 United Way-Indian River County 62 000.04 60 000.00 63 000.00 5.00% 9 Department of Children & Families 0.00 #DIV10! 10 County Funds 0.00 #DIV/01 11 Contributions-Cash 142117.00 223189.00 219,856.00 -1 .49% 12 Program Fees 1 151 .00 19000.00 1 g000.00 0.00% 13 Fund Raising Events-Net 81 928.0082 000.00 90 000.00 9.76% 1 Sales to Public-Net 661 .00 w 17500.00 750.00 -50.00% 15 Membership Dues 0.00 0.00 #DIV10! 16 Investment Income 27v851 .78 15 000.00 E__ 154000.00 0.00% 17 Miscellaneous/Contributed Facilities 45182.00 45182.00 45182.00 0.00% 18 Legacies & Beg/Restricted Funds 84 800.00 0.00 #DIV10! 19 Funds from Other Sources 87120.00 84 000.00 84 000.00 0.00% 20a Reserve Funds Used for Operating 20 000.00 35p000.00 75.00% 20b In-Kind Donations (Not lndudedIntonq 4751600 #DIV101 21 TOTAL 577g996.27 581 871 .00 606 288.00 4.20% EXPENDITURES 22 Salaries 245 057.47 256 355.00 289 340.00 12.87% 23 FICA 18 448.06 19 611 .00 22135.00 12.87% 24 Retirement 17188.69 17v945,00 20r254.00 12.87% 25 Lffe/Health 32 401 .65 47 666.00 60128.00 26.14% 26 Workers Compensation 2j209.10 21307.00 2,604.00 12.87°/6 27 Florida Unemployment 11461 .60 19031 .00 0.00 -100.000/0 26 TraveWaily 29624.03 32000,00 32000.00 0.00% 29 Travel/Conferences/Training 19599.14 19500,00 1 ,200.00 -20.00% 3o Office Supplies 52050.18 49600,00 41500.00 0.00% M Telephone 6 853.41 89000,00 7,500.00 -6.25% 32 PostagefShipping 39468.84 4,500.00 45000.00 -11 .11 % 33 Utilities 17g409.73 17 500.00 17 500.00 0.00% 34 Occupancy (Building & Grounds 61 014.80 58182.00 58 682.00 0.86% 35 Printina & Publications 9124.14 3600,00 3750.00 4.17% 36 Subscription/Dues/Memberships 47.50 100.00 100.00 0.000/0 37 Insurance 41298.51 39700.00 31700.00 0.00% 38 E ui ment:Rental & Maintenance 5 376.524 250.00 41500.00 5.88% 39 Advertising 938.30 1 ,200.00 19600.00 25.00% 40 Equipment Purchases:Ca itai Expense 15 979.00 16115.00 12 000.00 -25.54% 41 Professional Fees (Legal, Consulting) 987.00 11525.00 800.00 -47.540/6 42 Books/Educational Materials/Prog Suppi 72753.76 39000.00 41500.00 50.00% 43 Food & Nutrition 17 754.00 12 000.00 18 000.00 50.00% 44 Administrative Costs 61414.00 56 284.00 57 095.00 -2.04% 45 Audit Expense 12800.00 11500,001 1500.001 0.00% 46 Specific Assistance to Individuals 5t799,66 20 000.00 71500.00 -62.500/6 47 Other/Miscellaneous/Special Event Exp 1992.64 19500,00 500.00 -66.67% 48 Other/Contract/Depreciation 14 409.00 13l000.00 0.00 -100.00% 49 TOTAL 562 460.73 581 871 .00 606t288.00 4.20% 5o REVENUES OVER/ UNDER EXPENDITURES 15 535.54 0.00 0.00 #DIV10! War= 20 Catholic Charities of the Diocese of Palm Beach, Inc. / Samaritan Center Children Services Advisory Committee UNIFORM GRANT APPLICATION FUNDER SPECIFIC BUDGET PROGRAM EXPENSES AGENCY/PROGRAM NAME : Catholic Charities of DOPB, Inc./Samaritan Center FUNDER: Children Sery Adv Committee A B c FY 03/04 FY 03/04 % INCREASE TOTAL FUNDER TOTAL VS. PROGRAM SPECIFIC FUNDER REQUEST BUDGET BUDGET col. B/col. A EXPENDITURES 22 Salaries 289 , 340 .00 289,340 .00 0 .00% 23 FICA 22 , 135.00 22135 .00 0 .00% 24 Retirement 20 , 254. 00 20 , 253 .80 -0 . 10% 25 Life/Health 60 , 128 .00 60, 128 .00 0.00% 26 Workers Compensation 29604.00 2 ,604.06 0 .23% 27 Florida Unemployment 0 .00 0.00 #DIV/01 28 TravelmDaily 39000 .00 3,000 .00 0 .00% 29 Travel/Conferences/Training 19200 .00 11200 .00 0 .00% 30 Office Supplies 4, 500 .00 49500 .00 0.00% 31 Telephone 79500.00 71500 .00 0 .00% 32 Postage/Shipping 41000 .00 4,000 .00 0 .00% 33 Utilities 17,500 .00 17,500.00 0 .00% 34 Occupancy (Building 8r. Grounds 58 ,682.00 589682.00 0.00% 35 Printing & Publications 31750 .00 3 ,750 .00 0.00% 36 Subscription/Dues/Memberships 100 .00 100.00 0.00% 37 Insurance 3y700 ,001 31700 .00 0 .00% 36 Equipment: Rental & Maintenance 49500w00 49500 .00 0 .00% 39 Advertising 1 ,500 .00 11500.00 0.00% 4o Equipment Purchases : Ca ital Expense 122000 .00 129000 .00 0 .00% 41 Professional Fees (Legal , Consulting) 800 .00 800 .00 0 .00% 42 Books/Educational Materials 41500.001 N 4 500 .00 0 .00% 43 Food & Nutrition 189000 .00 18 ,000 .00 0 .00% 44 Administrative Costs 571095.00 57,095 .00 0 .00% 45 Audit Expense 11500.00 11500 .00 0.00% 46 Specific Assistance to Individuals 71500 .00 79500 .00 0 .00% 47 Other/Miscellaneous 500 .00 500.00 0 .00% 48 Other/Contract 0 .00 0.00 #DIV/01 #DIV/01 49 TOTAL E $606 , 288.00 $606,287.86 0 .00% 5/28/2003 21 QWI MINI aro. In, of PMn9.A. CNII sS A*AwyCv � UNIFORM GRANT APPLICATION EXPLANATION FOR VARIANCES OF 1b% OR MORE TOTAL PROGRAM BUDGET AGENCYIPROGRAM NAME: Catholic Charities of the Diocese of Palm Beach, IncJSamaritan Center FUNDER: Children Services Advisory Committee 11115111,11111! 11 IIIIIIIIII'll') 11 ICI 111411101 111111�k . /DNl01 soivrol •DNroI #DNrol #W101 #W101 /MID! tM101 IDIV/01 rlrnvrol Reserve Funds Used for operating The program budget has increased and there is a need to use more program reserves to pay all thea ses. #DI I LifeMearyh The Health Benefits have increased by 15% and the number of employees at ible for health benefits has gone up. The budget for advertising has increased $300. More money is need ed to advertise for job positrons and advertising to promote the Advertisina program. This years budget was not large enough and it was increased $1 ,500 for the next budget year. This is to cover cleaning supplies and program supplies for the children and adults at the Center. . This covers educational materials and program supplies and supplies Bool alEducational Materials/Pincreased for the children program that expanded after school. The food budget for 6ro2 was $17,754 and this years budget of $12,000 is not enough. The program used to get donations, but this Food 8 Nutrition has not been the case lately. The budget for next year is $160000. sse mm 22 NOT FOR PROFIT AGENCY CERTIFICATION The County of Indian River requires, as a matter of policy, that any Consultant or firm receiving a contract or award resulting from the Request for Qualifications issued by the County of Indian River, Florida , shall make certification as below. Receipt of such certification , under oath , shall be a prerequisite to the award of contract and payment thereof. I (we) hereby certify that if the contract is awarded to me, our firm , partnership , or corporation , that no members of the elected governing body of Indian River County, nor any professional management, administrative official or employee of the County, nor members of his or her immediate family, including spouse , parents, or children , nor any person representing or purporting to represent any member or members of the elected governing body or other official , has solicited , has received or has been promised , directly or indirectly, any financial benefit, including but not limited to a fee, commission , finder's fee, political contribution , goods or services in return for favorable review of any Proposal submitted in response to the Request for Qualifications or in return for execution of a contract for performance or provision of services for which Proposals are herein sought. The undersigned certifies that he/she is a principal or officer of the firm applying for consideration and is authorized to make the above acknowledgments and certifications for and on behalf of the applicant. The undersigned certifies that the Applicant has not been convicted of a public entity crime within the past 36 months, as set forth in Section 287 . 133 , Florida Statutes. Failure to sign this fon» will result /n disaualfcation. Handwritten Signature of Authorized Principal(s) : DATE: 5 - 20 -03 NAME : William Muir TITLE: President , Board of Directors NAME OF FIRM/PARTNERSHIP/CORPORATION : Catholic Charities of the Diocese of Palm Beach , Inc . FOR AND ON BEHALF OF THE APTl\Sworn to and subscribed to r me, a Notary Public, thi 3 tLday of AU aU 2003 . BY : William Muir , President , Board of Directors (SEAL) (TYPE NAME & TITLE) u� 11CIAL NOTARY. SEAL O3Y g" p.&O HERMINIA C GARCtA j4 rG "M15SK)N NUMBER A� DD123265 My �JMMISSION EXPIRES FDF FVc JUNE 23,2006 X Indian River Board of County Commissioners 1840 25" Street Vero Beach , FL 32960 AUTHORIZATION FOR RELEASE OF INFORMATION Indian River County and Catholic Charities of the DOPB , (Agency/Individual are in the process of negotiation of a contract for Services provided by Samaritan Center Indian River County is authorized to make an investigation of the Agency/individual regarding its experience and qualifications . The Agency/Individual authorized the release of all relevant information concerning prior services furnished , contracts and background information of the Agency/Individual . The Agency/Individual authorizes any individual or organization that is in possession of relevant factual contract and background information , to release such data to Indian River County in response of the County' s request. When an individual employee of the Agency signs Authorization for Release of Information , such individual authorizes the County to obtain relevant background information concerning such employee's criminal record , if any , and such other information that may be relevant to employee's good character and work experience . Authorization is given here by the Agency/Individual and such employees who execute this authorization with the understanding and limitation that Indian River County will utilize the information obtained for the purposes set forth herein and that such information shall not be disclosed to third parties except as provided by law . Catholic Charities of the Diocese of Palm Beach , Inc . Name Agency/Individual Print name Name Employee Providing authorization Madeleine Schutz , Executive Director Print ,narr�� Signature ( in blue ink) ) '2 ��-- x..c..% ��,��// Date XI SWORN STATEMENT UNDER SECTION 105.08 , INDIAN RIVER COUNTY CODE, ON DISCLOSURE OF RELATIONSHIPS THIS FORM MUST BE SIGNED IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICER AUTHORIZED TO ADMINISTER OATHS , 1 . This sworn statement is submitted with RFP No . 4046 for Services for children at Samaritan Center located in Indian River County 2 . This sworn statement is submitted by: William Muir Catholic Charities of the Diocese of Palm Beach , Inc . ( Samaritan Center ) (Name of entity submitting Statement) whose business address is : 9995 N Military Trail ( PO Box 109650 ) Palm Beach Gardens , and (if applicable) FL 33410 its Federal Employer Identification Number ( FEIN ) is 59 - 2470479 ( if the entity has no FEIN , include the Social Security Number of the individual signing this sworn statement 3 . My name is William Muir ( Please print name of individual signing) and my relationship to the entity named above is President , Board of Directors 4 . 1 understand that an "affiliate" as defined in Section 105 . 08 , Indian River County Code , means : The term "affiliate" includes those officers , directors , executives , partners , shareholders , employees , members , and agents who are active in the management of the entity . XII 5 . 1 understand that the relationship with a County Commissioner or County employee that must be disclosed as follows : Father, mother, son , daughter, brother, sister, uncle , aunt, first cousin , nephew, niece , husband , wife , father-in-law, mother-in-law, daughter- in-law, son-in-law, brother-in-law, sister-in-law, stepfather, stepmother, stepson , stepdaughter, stepbrother, stepsister, half brother, half sister, grandparent, or grandchild . 6 . Based on information and belief, the statement which 1 have marked below is true in relation to the entity submitting this sworn statement. [Please indicate which statement applies . ] _ x Neither the entity submitting this sworn statement, nor any officers , directors , executives , partners , shareholders , employees , members , or agents who are active in management of the entity, have any relationships as defined in section 105 . 08 , Indian River County Code , with any County Commissioner or County employee . The entity submitting this sworn statement , or one or more of the officers , directors , executives , partners , shareholders , employees , members , or agents , who are active in management of the entity have the following relationships with a County Commissioner or County employee : Name of Affiliate Name of County Commissioner Relationship or ent' or employee XIII c (signature) May 20 , 2003 (date) STATE OF Florida COUNTY OF Palm Beach The foregoing instrument was acknowledged before me this 20th day of May , 20 n, by William P . Muir , who is ersonallyJ riiown ome&r who has produced as identification . NOTARY PUBLIC SIGN : PRINT: Herminia C . Garcia State of Florida at Large My Commission Expires : OSPRY P�,Ol' c NIoCT�� COMMISSION NWSM �• ° 00123265 (Seal) r� �� MY COMMISSION EXPIRES FOF FVP JUNE 23,2006 XV Catholic Charities of Diocese of Palm Beach Inc., Samaritan Center, Children's Services Advisory Committee Grant I. BUDGET FORMS X 1 . Budget Narrative Worksheet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1548 X 2 . Total Agency Budget . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 X 3 . Total Program Budget. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 X 4 . Funder Specific Budget. 21 X 5 . Explanation for Variances — Total Program Budget . . , . . . . . . 22 X 6 . Explanation for Variances — Funder Specific Budget , 22 X J. FUNDER SPECIFIC/ADDITIONAL SHEETS K. APPENDIX 2 Catholic Charities of Diocese of Palm Beach Inc. , Samaritan Center, Children's Services Advisory Committee Grant ORGANIZATION : Catholic Charities of Diocese of Palm Beach PROGRAM : Samaritan Center TABLE OF CONTENTS Please 'X" the parts of the grant application to indicate they are included. Also, please put the page number where the information can be located. X Section of the Proposal Page # X TABLE OF CONTENTS (Check list) 1 -2 X COVER PAGE (with signatures), 3 A. ORGANIZATION CAPABILITY (one page maximum) X 1 . Mission and Vision of organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 X 2 . Summary of expertise, accomplishments, and population served . 4 B. PROGRAM NEED STATEMENT (one page maximum) X 1 . Program Need Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 5 X 2 . Programs that address need and gaps in service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 C. PROGRAM DESCRIPTION (two pages maximum) X1 . Funding priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 X 2 . Description of program activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 X 3 . Evidence that program strategy will work . . 0 go a * * * * , , 0 4 0 6 X4 . Staffing . . . . . . 0 06 * 00 01 * 400010 * 040 go 1000 90 1 * * 00 * losses 7 X 5 . Awareness of program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 X 6 . Accessibility of program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 D. MEASURABLE OUTCOMES X D4 . FY03-04 Outcomes (two pages maximum) . . . . , . 10 X E. COLLABORATION (one page maximum) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 F. PROGRAM EVALUATION (two pages maximum) X 1 . Demographics , goo of 111004 * 00 . . . 0 0 1 4 0 0 1 0 1 1 0 0 0 0 1 a a 4 0 0 0 0 0 0 0 0 * 0 0 1 a 0 a 12 X2 . Measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 X 3 . Reporting . . . 13 X G. TIMETABLE (one page maximum) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 H. UNDUPLICATED CLIENT COUNT X 1 . Projections by Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 X 2 . Projections by Age Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 SUPPORTING DOCUMENTS CHECKLIST RFP 5054 Cover Page ✓ Application ✓ List of current officers and directors "/ Latest Financial Audit Report & Management Letter that conforms with the AICPA Audit Guide Most recent IRS Form 990, including all schedules J Most recent Internal Financial Statement (i .e. : Balance Sheet and Operating Budget ✓ Staff Organizational Chart , 10k C, Most Recent Annual Report (if available) ,r 501 (C)(3 ) IRS Exemption Letter Articles of Incorporation `'Agency' s Bylaws V Agency' s written policy regarding Affirmative Action Proof of Goals and Outcomes Workshop Attendance XV BOARD OF DIRECTORS Catholic Charities ADMINISTRATIVE OFFICE DIOCESE OF PALM BEACH PASTORAL CENTER 9995 N. MILITARY TRAIL R O. BOX 109650 PALM BEACH GARDENS, FL 33410-9650 (561 ) 775-9560 FAX (561 ) 625=5906 CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. BOARD OF DIRECTORS 2002-2004 Mr. William Muir Mr. Dominick Pastore President Vice-President 1800 So . Ocean Blvd., Unit 5D 892 S . W. Wasena Avenue Boca Raton, FL 33432 Sebastian, FL 32958 Phone: Residence: 561 -338-6468 Phone: Residence: 772-388- 1468 Business: 5614354958 Business: 772-589-5790 Fax: 561435-0020 Fax: 772-589-2416 Mrs. Diane Simowitz Mr. Carl Rivasi Secretary Treasurer 750 Ocean Royale Way # 605 7389 Reserve Creek Drive Juno Beach, FL 33408 Port St. Lucie, FL 34986 Phone: Residence: 561 -630-5673 Phone: Residence : 772465-7116 Fax: 561 -630-3125 Mr. Brian M. O 'Connell Secretary-Treasurer 515 N. Flagler Drive, 18'd' Floor West Palm Beach, FL 33401 Phone: Residence: 5614334281 Business : 561432-5900. Fax: 5614334209 Mrs. Marie (Chickie) Anderson Mrs, Mary Cleary Ierardi Past President 293 Barcelona Road 2080 — 55* Avenue West Palm Beach, FL 33401 Vero Beach, FL 32966 Phone: Residence: 5614334093 Phone : Residence: 772-794-2907 Fax 561 -833 -7481 Fax: 772494-3301 Email: mclearyrn@aolcom Page 25 AA "" �°'"� Annual Bishop 's Appeal Ice COl e` Diocese of palm Beach United Way Mr. Robert A. Cline, Jr. Mrs. Alyce Ford 2818 S . E. Dune Drive # 2404 908 Prosperity Farms Road Stuart, FL 34996 North Palm Beach, FL 33408 Phone: Residence: 772-225-0240 Phone: Residence: 561 -626-0722 Fax: 772-225-2348 Mr. Rome Hartman Mrs. Patricia Hellawell 2405 South Flagler Drive 10276 Shireoaks Lane West Palm Beach, FL 33401 Boca Raton, FL 33498 _ Phone : Residence : 561 -655-4050 Phone: Residence: 561487-0935 Fax: 561 -852-2025 Mr. John D. Herrick Mrs. Helen Lewis 529 So . Flagler . Drive 2H 114 Russlyn Drive West Palm Beach, FL 33401 West Palm Beach, FL 33405 Phone : Residence: 561432-8842 Phone: Residence: 561 -832-7772 Fax: 561-832-5264 Fax: 561 -832-5264 Mr. Dan Pye Mrs. Maria Rosario 315 Southlake Drive 1 C 2258 Master Avenue Palm Beach, FL 33480 Port St. Lucie; FL 34952 Phone : Residence: 561 -691 -5132 Phone: Residence: 772-398-8295 Business: 1 -800-231 -2510 Fax: 954356-0299 Mrs. Karen Tringali Mr. Jaime Zapata 6 Osprey Court 4415 Holly Drive Ocean. Ridge, FL 33435 Palm Beach Gardens, FL 33410 Phone: Residence : 561 -752-0014 Phone: Residence: 561 -6274845 Fax: 561 -752-0016 Business: 561434-8303 Fax: 561 -357-7683 Ez Officio Members Msgr. John R. McMahon, Vicar We J. Patrick Fitzgerald/Mr. Roberto Diaz St. Joan of Arc Church 110 Merrick Way, Suite 3 -B 370 S . W. 3'd Street Coral Gables, FL 33134 Boca Raton, FL 33432 Phone: Business: 561 -659-6438 Phone: Rectory: 561 -392-0007 Fax: 305443 -6613 Fax: 561 -392-0074 Page 26 AUDIT AND MANAGEMENT LETTER CALER, DONTEN, LEVINE , DRUKER, PORTER & VEIL, P. A. CERTIFIED PUBLIC ACCOUNTANTS WHIIAM K. CALER. JR., CPA 505 SOUTH FLAGLER DRIVE, SUITE 900 MEMBERS LOUIS M. COHEN, CPA WEST PALM BEACH, FL 33401 -5948 AMERICAN INSTITUTE OF DAVID S. DONTEN, CPA CERTIFIED PUBLIC ACCOUNTANTS SCOTT D. DRUKER, CPA, JD TELEPHONE (561 ) 832-9292 JAMES B. HUTCHISON, CPA FAX (561) 832-9455 FLORIDA INSTITUTE OF JOEL H. LEVINE, CPA CERTIFIED PUBLIC ACCOUNTANTS JAMES F. MULLEN, IV, CPA info@cdlcpa.com THOMAS A. PENCE, JR., CPA SCOTT L. PORTER, CPA MARK D. VEIL, CPA Management Letter To the Managers and the Audit Committee of the Board of Directors of Catholic Charities of the Diocese of Palm Beach, Inc . Under U. S . generally accepted auditing standards, auditors are encouraged to report various matters concerning internal control noted during an audit, and are required to report certain of those matters . Matters that are required to be reported are "significant deficiencies in the design or operation of internal control, which could adversely affect the organization' s ability to record, process, summarize, and report financial data consistent with the assertions of management in the financial statements . " As part of our audit of the financial statements of Catholic Charities of the Diocese of Palm Beach, Inc . , (the "Organization") for the year ended June 30, 2002, we considered the Organization' s internal control in determining the scope of our audit procedures for the purpose of rendering an opinion on the financial statements . While our purpose was not to provide assurances on internal control, certain matters came to our attention that we want to report to you. The following comments summarize our suggestions regarding those matters . CURRENT YEAR COMMENTS Physical Inventory of Tangible Personal Property The Organization does not perform a periodic physical inventory of tangible personal property. All such property should be tagged and inventoried at least annually to enhance controls and identify items that should be adjusted on the books of the Organization or possibly file insurance claims for replacement. Management 's Response: There are lists for each fund and location for the equipment that has been purchased and the Accounting Department calculates the yearly depreciation on the fixed assets. The agency has done annual inventory reports for Federal Grants. The equipment lists have been periodically updated, but there is not a yearly physical inventory taken. The Program Administrators have been keeping the Accounting Department informed of any equipment that is no longer in use. The Accounting Department will conduct yearly physical inventory of equipment. Control Over Checks Received In the Vero Beach Office of the Samaritan Center when checks are received the program administrator copies the checks and forwards the originals to the bookkeeper for endorsement and preparation of the deposit slip . The bookkeeper should not have access to checks received unless they have been endorsed for deposit only in the name of the organization. Accordingly, we recommend that when the checks are received that they be promptly endorsed for deposit only by someone not having any record keeping function. Management 's Response: The administrative assistant at the Samaritan Center will endorse the checks for deposit only before the checks are turned over to the bookkeeper. She is not involved in the deposit or record keeping duties. Authorized Signatures The Organization requires one authorized signature for all checks written. The Organization should consider adding a second signature on expenditures over a certain amount. Management 's Response: The Finance Committee has been reviewing the authorized signature procedures, and will have a revised policy, including second signatures, based on dollar amounts by 12/31/2002. Disaster Recovery The Organization has contingency plans for alternative processing in the event of loss or interruption of the information technology function. However, the Organization should test these plans periodically. Management 's Response: Management has in place a backup system. To further strengthen this policy, management will arrange for safer storage, out of the building if necessary. Also, locate, offsite, a place to test run the backup information on a regular basis. These systems are to be in place by 12/31/02. They will be reviewed to see if any further plans need to be made. The Organization can review the testing procedures to see if they are adequate. PRIOR YEAR COMMENTS Accounting System Constraints The accounting system is not capable of generating the reports needed to produce financial statements . The system is not able to produce combining statements of activities or a statement of functional expenses . The current method of manually entering the account balances into an offline spreadsheet to produce the statement numbers can cause errors in balances and inconsistent classification of the accounts within the statement captions . The Organization manually tracks its accounts payable and accounts receivable and enters the transactions on a periodic basis, as the modules within the current system do not allow for an easy, efficient way of tracking these numbers . This can cause inaccurate account balances due to human error and causes duplication of work. When assets are purchased during the year, an expense account is debited for analytical purposes to show that money was spent for the fixed assets . The Company tracks its fixed assets and depreciation activity in a Lotus spreadsheet. Several times a year this spreadsheet is updated for additional assets and depreciation. Only at year-end is the general ledger updated to reverse the posted expenditures to fixed assets and to record depreciation. These procedures can lead to incorrect interim financial reporting and the tracking of the fixed assets off line in Lotus can lead to inaccurate numbers due to inaccurate formulas and/or manual inputting of the information. The tracking of the fixed assets in Lotus can pose access control issues that could lead to misappropriation of assets and/or decreased integrity of the financial information. We recommend that the Company consider evaluating alternative accounting systems that will include the necessary modules (e.g. receivables, payables, fixed assets and financial statement report writers) to perform the functions needed to streamline the accounting function, and properly account for and report on accounting information. Management 's Response: The Board has approved purchase of new software system capable of correcting the difficulties cited. The goal is to have it up and running by 12/31/2002. This report is intended solely for information and the use of management and the audit committee of the board of directors and are not intended to be and should not be used by anyone else. September 13 , 2002 t fr t F f. Audited Financial Statements and Supplementary Information Catholic Charities of the Diocese of Palm Beach, Inc. June 30, 2002 and 2001 CALER , DONTEN , LEVINE , DRUKER , PORTER & VEIL , P. A . CERTIFIED PUBLIC ACCOUNTANTS Il� f CALER, DONTEN, LEVINE , - ` DRUKER , PORTER & VEIL , P. A. CERTIFIED PUBLIC ACCOUNTANTS WILLIAM K. CALEB, JR., CPA 505 SOUTH FLAGLER DRIVE, SUITE 900 MEMBERS LOUIS M. COHEN, CPA WEST PALM BEACH, FL 33401 -5948 AMERICAN INSTITUTE OF DAVID S. DONTEN, CPA CERTIFIED PUBLIC ACCOUNTANTS SCOTT D. DRUKER, CPA, JD TELEPHONE (561) 832-9292 JAMES B. HUTCHISON, CPA FAX (561) 832-9455 FLORIDA INSTITUTE OF JOEL H. LEVINE, CPA CERTIFIED PUBLIC ACCOUNTANT'S JAMES F. MULLEN, W. CPA infb@cdlcpa.com i THOMAS A. PENCE, X. CPA. SCOTT L. PORTER, CPA MARK D. VEIL, CPA Independent Auditor's Report r- I i- To the Board of Directors Catholic Charities of the Diocese of Palm Beach, Inc. Palm Beach Gardens, Florida We have audited the accompanying statement of financial position of Catholic Charities of the Diocese of ! Palm Beach, Inc. (the "Organization') as of June 30, 2002 and the related statement of activities, functional expenses and cash flows for the year then ended. These financial statements are the responsibility of the _ . Organizations management. Our responsibility is to express an opinion on these financial statements based on our audit. The June 30, 2001 financial statements were audited by other auditors whose report dated September 5, 2001, was unqualified. We conducted our audit in accordance with U.S. generally accepted auditing standards and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States . Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in : all material respects, the financial position of the Organization as of June 30, 2002 and the changes in its net assets and its cash flows for the year then ended in conformity with U.S . generally accepted accounting principles In accordance with Government Auditing Standards, we have also issued our report dated September 13, 2002 on our consideration of the Organization's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts and grants. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be read in conjunction with this report in considering the results of our audit. Our audit was performed for the purpose of forming an opinion on the basic financial statements of the Organization taken as a whole. The accompanying combining statement of activities is presented for purposes of additional analysis and is not a required part of the basic financial statements. The accompanying schedule of expenditures of federal awards is presented for purposes of additional analysis as required by U.S. Office . of Management and Budget Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations, and is not a required part of the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements taken as a whole. September 13, 2002 q, i 1 z s CATHOLIC CHARITIES OF TFIE DIOCESE OF PALM BEACEL INC. STATEMENTS OF FINANCIAL POSITION June 30, 2002 and 2001 i 2002 Temporarily r Unrestricted Restricted Total ASSETS CURRENT ASSETS Cash and cash equivalents $ 55,358 $ $ 55,358 Investments 931,357 2,231,598 3,162,955 Accounts receivable Operating fees 18,925 18,925 f Grants and contracts 201,914 201,914 i Other 46,785 46,785 TOTAL ACCOUNTS RECEIVABLE 267,624 0 267,624 TOTAL CURRENT ASSETS 1,254,339 2,231,598 31485,937 NON-CURRENT ASSETS Property and equipment i Furniture and equipment 435,825 435,825 Vehicles 170,048 170,048 Building improvements 567,185 567,185 1,1731058 0 1,173,058 Less accumulated depreciation and amortization (6021173) (602,173) Property and equipment, net 570,885 0 57005 i Other Assets f 19,574 19,574 TOTAL NON-CURRENT ASSETS 590,459 0 590,459 TOTAL ASSETS $ 1,844,798 $ 2,231598 $ 4,076,396 LIABILITIES AND NET ASSETS f CURRENT LIABILITIES . Accounts payable $ 48,931 $ $ 48;931 Accrued expenses 77,428 , 77,428 } Deferred revenue , 73,371 73,371 _ TOTAL CURRENT LIABILITIES 1991730 0 199,730 NET ASSETS i I Expended for property and equipment, net 570,885 570,885 Board designated 1,074,183 1,074,183 Temporarily restricted 2,231,598 21231,598 f TOTAL NET ASSETS 1,6451068 2,2311598 3,876,666 TOTAL LIABILITIES AND NET ASSETS $ L844,798 $ 2,231,598 $ 0761396 2 i i r- r 2001 r Temporarily 1 Unrestricted Restricted Total [ $ 153,737 $ $ 153,737 1,014,896 1,83012 2,849,708 r- 21,948 21,948 - 90,137 90,137 38,750 38,750 150,835 0 150,835 1,319468 1,834,812 3,154,280 406,034 406,034 142,042 142,042 559,337 559,337 1,107,413 0 1,107,413 . (496,995) (496,995) _610,418 0 610,418 24,647 24,647 635,065 0 635,065 $ 1,954,533 $ 1,834,812 $ 3,789,345 $ 81,604 $ $ 81,604 59,727 59,727 71,731 71,731 213,062 0 213,062 610,418 610,418 11131,053 11131,053 1,834,812 1183012 1,741,471 1183012 31576,283 $ 1,954,533 $ 1;83412 $ 3789,345 See notes to financial statements. 3 CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. STATEMENTS OF ACTIVITIES June 30, 2002 and 2001 2002 Temporarily r Unrestricted Restricted Total PUBLIC SUPPORT AND REVENUE PUBLIC SUPPORT Cash contributions $ 445,745 $ 601,241 $ 11046,986 Community Chest allocations 81,300 81,300 United Way allocations 308,390 308,390 Contributed facilities 227,469 227,469 Grant and contracts: Federal government 449,377 449,377 Medicare 99,973 99,973 Local government 432,759 432,759 f Allocation from the Diocese: I Annual Bishop's Appeal 793,560 7931560 Fundraising events 356,519 356,519 TOTAL PUBLIC SUPPORT 3,1951092 601,241 3,796,333 REVENUE Program service fees 495,552 495,552 Management service fees 114,045 114,045 Other 199,122 1991122 TOTAL REVENUE 808,719 0 808,719 Net assets released from restrictions 204,455 (204,455) 0 TOTAL PUBLIC SUPPORT AND REVENUE 41208,266 396,786 4,605,052 EXPENSES Program services ' Counseling $ 590572 $ $ 5901572 Maurawood Community Outreach 131,324 131,324 j Crisis Pregnancy Centers 161,681 161,681 {� Shelters and Residences 813,048 813,048 Outreach 11495,469 11495,469 Elder Affairs 369,477 369,477 Housing Office 119,991 119,991 E TOTAL PROGRAM SERVICES 31681,562 0 3,681,562 Supporting services Central office 507,248 507,248 Fundraising 115,859 115,859 TOTAL SUPPORTING SERVICES 623,107 0 623,107 TOTAL EXPENSES 41304,669 0 4,304,669 INCREASE (DECREASE) IN NET ASSETS (96,403) 396,786 300,383 NET ASSETS, at beginning of year 1,741,471 1,834,812 3,576,283 t NET ASSETS, at end of year $ 1,645,068 $ . 2,231,598 $ 3,876,666 4 S quaura;>? S I>UULlg o; sa4ou aag £8Z'9LS'£ $ ZIS'i�£8 i $ ILfi'ItL'I $ T0£'OOZ'Z 09Z'L9E 6L6'SLE1 ZSS'L9vl (EL91I6) 899'ES9'E 0 8S9'£S9'E MIS S 0 n0'8LS Z06'90I Z06'90I ZSI'ILt ZSI'TLT� TrLS'SLO'£ 0 5iSL'16 S9L'I6 Z8506SE Z89169E M'SLL M'SLL Z£0IM I ZEO'LIO'I ILi�'LLI lzvLLI ZSV611 ZSZ16II 86YK.9 86TH NS LE916Z019 ZSS'L9f'I 9801Z9S'£ 0 £SvISI EST'ISI SZI'o9 0 SZI109 9LVEfi ZLZ'ZII ZLZ'ZLI LLE'£6£ LLE1£6E ZIS10wf 90016191 LOS'I9L'Z 6ZL'ZL$ 6ZL'ZLE 09S'Bipz I09S'pL SOZ'LI£ 00019 SOZ'ZI£ ' 0 8LI'6I£ ZOS'9I 9L9ZOE OEO'V9I 0£0'I9I SZ£'60£ 9ZE160£ I9£198 ISE198 KI't90'Z " $ EOS'L691I $ IE9199fr $ MOLL PaPLWau Papu4samll t A uszoduras — TAOZ t i f i i CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. STATEMENTS OF FUNCTIONAL EXPENSES Year Ended June 30, 2002 Program Services Maurawood Crisis Shelters Community Pregnancy and Elder Counseling Outreach Centers Residences Outreach Affairs EXPENSES Personnel expenses Salaries $ 320,427 $ 74,389 $ 75,073 $ 375,983 $ 764,279 $ 234,174 > ?ension and health insurance benefits 58,595 14,966 71170 78,656 125,620 44,479 r :?ayroll taxes and other 28,350 6,567 6,849 31,445 60,745 17,808 TOTAL PERSONNEL EXPENSES 407,372 95,922 89,092 486,084 950,644 296,461 Specific assistance i- ood and clothing 21093 22 713 45,621 25,560 379 i Medical and dental 510 128 Emergency financial assistance 11,273 1,688 71454 5,850 89,499 81090 Professional fees 24,077 31261 81344 8,896 44,616 61215 Data processing Insurance 2,334 488 300 10,043 9,487 583 Other 826 23 171 1,827 55,385 688 Program promotion and public information 31013 342 21476 11,688 9,591 395 { Rent 47,351 21000 20,863 99,677 89,986 9,200 Repairs and maintenance 10,748 71526 2,235 29,703 24,446 81489 Supplies 17,507 3,014 81735 24,140 65,618 8,250 Telephone 22,251 3,078 14,721 11,716 33,412 11,618 Travel 8,814 41144 3,899 61827 22,711 10,214 ' lines 7,353 51205 2,448 31,515 20,550 7,343 ', 1 .hide 646 4,106 22,705 7 L4preciation and amortization 24,914 41611 230 34,845 31,131 1,545 Allocated fund-raising r TOTAL EXPENSES $ 590,572 $ 131 ,324 $ 161,681 $ 813,048 $ 11495469 $ 369,477 t f t i i 6 Supporting Services rHousing Central Fund- Office Total Office .Raising Total Total 1 $ 73,292 $ 11917,617 $ 278,392 $ $ 278,392 $ 2,1961009 91574 339,060 40,888 40,888 379,948 6,106 157,870 24,297 24,297 182,167 88,972 2414,547 343,577 0 343,577 2,758,124 74,388 0 74,388 638 0 638 123,854 386 386 124,240 C 6,117 101,526 31,418 31,418 132,944 0 71188 7,188 71188 23,235 0 23,235 488 59,408 9;057 9,057 68,465 613 28,118 10,206 10,206 38,324 12,000 281,077 42,000 42,000 323,077 322 83,469 71946 7,946 91,415 4,152 131,416 211869 21,869 153,285 11047 97,843 8546 8,546 106,389 5,671 62,280 14,895 14,895 77,175 74,414 0 74,414 _ . 27,464 21867 21867 30,331 609 97,885 71293 71293 105,178 0 115,859 115,859 115,859 $ 119,991 $ 31681562 $ 507,248 $ 115,859 $ 623,107 $ 4,304,669 See notes to financial statements 7 CATHOLIC CRARIT]ES OF THE DIOCESE OF PALM BEACH, INC. STATEMENTS OF FUNCTIONAL EXPENSES Year Ended June 30, 2001 Program Services Maurawood Crisis Shelters F Community Pregnancy and Elder j Counseling Outreach Centers Residences Outreach Affairs f EXPENSES Personnel expenses lI Salaries $ 285,184 $ 69,882 $ 82,235 $ 473,713 $ 412,819 $ 207,939 Pension and health insurance benefits 47,785 14,240 7,239 84,367 64,566 40,434 Payroll taxes 25,378 61242 71195 40,217 29,182 15,799 TOTAL PERSONNEL EXPENSES 358,347 90,364 96,669 598,297 506,567 264,172 f Specific assistance Food and clothing 969 63 507 53,213 10,008 Medical and dental 2,774 205 Emergency financial assistance 12,345 120 41765 31471 22,578 31683 Professional fees 20,804 2,909 18,850 19,709 44353 46498 Data processing ` Insurance 834 260 42 91708 61444 261 Other 652 23 331 2,051 21669 2,655 Program promotion and public information 31269 879 5,493 28,355 41876 2,902 Rent 49,589 51400 11,092 117,500 42,305 91675 Repairs and maintenance 10,408 2,958 2,064 36,993 15,330 3,264 Supplies 16,810 1,913 13,812 31,335 40,723 7,398 Telephone 22,394 41263 13,346 16,997 15,122 71889 Travel 71229 2,641 71407 7,838 23,397 6,529 Utilities 41946 21405 2,629 44,521 9,152 31261 i`=hicle 1,223 464 71409 81431 87 L'aprec:iation and amortization 24,679 51054 35,682 23,824 1,308 Loss of disposal of assets 1,179 Allocated fund-raising TOTAL EXPENSES $ 534,498 $ 119,252 $ 177,471 $ 1,017,032 $ 775,984 $ 359582 [ 1 . tT. f 8 f i i r- - I I l r Supporting Services Housing Central Fund- Office Total Office Raising Total Total $ 65,274 $ 11597,046 $ 283,424 $ $ 283,424 $ 11880,470 81378 267,009 40,049 40,049 307,058 5,543 129556 24,327 24,327 ' 153;883 79,195 11993,611 347,800 0 347,800 21341,411 i, 64,760 0 64,760 2,979 0 2,979 46,962 2,018 2,018 48,980 1570 154,693 20,774 20,774 175,467 51710 5,710 51710 17,549 0 17,549 245 87626 81507 81507 17,133 827 46,601 14,012 14,012 60,613 2,400 237,961 19,300 19,300 257,261 71,017 3,203 3,203 74,220 2,247 114,238 20,673 20,673 134,911 643 80,654 5,138 51138 85,792 _ 4,091 59,132 14,025 14,025 _ 73,157 66,914 0 66,914 _ 17,614 11613 11613 19,227 537 91,084 81409 81409 99,493 1,179 0 1,179 106,902 106,902 106,902 $ 91255 $ 3,075,574 $ 471,182 $ 106,902 $ 578,084 $ 3,653,658 See notes to financial statements 9 CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. r STATEMENTS OF CASH FLOWS Years ended June 30, 2002 and 2001 I 2002 2001 OPERATING ACTIVITIES Increase in net assets $ 300,383 $ 1,375;979 Adjustments to reconcile increase in net assets to net cash provided by operating activities Depreciation and amortization 105,178 99,493 Loss on disposal of assets 1,179 Unrealized (gain) loss on investments (14,776) 15,060 Changes in operating assets and liabilities (Increase) decrease in �^ Accounts receivable (116,789) 91668 Other assets 51073 (13,479) Increase (decrease) in r Accounts payable (32,673) 43,114 Accrued expenses 17,701 1,460 Deferred revenue 1,640 71,731 NET CASH PROVIDED BY OPERATING AC'ITVITIES 265,737 1,604,205 r INVESTING ACTIVITIES Purchases of property and equipment (65,645) (114,509) E Purchases of investments = net (298,471 ) (1,4331768) NET CASH USED IN INVESTING ACTIVTIIFS ' (364;116) (1,5481277) INCREASE (DECREASE) IN CASH II� AND CASH EQUIVALENTS (98,379) 55,928 I CASH AND CASH EQUIVALENTS, at beginning of year 153,737 97,809 CASH AND CASH EQUIVALENTS, at end of year $ 55,358 $ 153,737 + t l r See notes to financial statements . 10 CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. NOTES TO FINANCIAL, STATEMENTS June 30, 2002 and 2001 i NOTE A - SIGNIFICANT ACCOUNTING POLICIES Organization: The accompanying financial statements include the combined activities of the Central Office and the programs administered by Catholic Charities of the Diocese of Palm Beach, Inc. ("the i Organization") . The Organization provides services through its network of programs (the "Programs"), which include the following: Program Description of Services 1 E Counseling Provides individual, marital, and group counseling as well as adoption services and foster care. Maurawood Community Outreach Provides home-based services to pregnant women. Crisis Pregnancy Centers Provides services through crisis pregnancy intervention, abstinence education and parenting classes . Shelters and Residences Provides a homeless shelter for families in Vero Beach. Provides three homes for developmentally delayed adults . Provides the Emmanus Residence for persons with AIDS (closed May 31, 2001) . Outreach Provides services through the following programs: ` • Offices of Social Concerns _ • Belle GIade home visits • Glade Kids, an after school program • Pahokee Pals, an after school program • Okeechobee after school program • Indiantown outreach program • Immigration and refugee resettlement • Summer program for underprivileged children • Emergency material assistance . - • Parenting education and minority outreach. Elder Affairs Provides services through elder case management services and guardianship. Housing Office Develops and manages housing programs. Basis of Accounting: The accounting policies and reporting practices of the Organization conform to U.S. generally accepted accounting principles. These financial statements are prepared on the accrual basis of accounting. Net Assets: Unrestricted net assets are presently available for use by the Organization at the discretion of the Board of Directors. If the Board specifies a purpose where none has been stated by the original donor, such funds are classified as Board-designated unrestricted net assets . Temporarily restricted net assets 11 CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. 1 NOTES TO FINANCIAL STATEMENTS June 30, 2002 and 2001 I I NOTE A - SIGNIFICANT ACCOUNTING POLICIES (Continued) f are expendable only for the operating purposes specified by the donor. There are no permanently restricted assets. Under certain federal grant awards, the Organization may have to return the equipment purchased with such awards to the federal government should the Organization terminate the program. Accounting Estimates : The preparation of financial statements in conformity with U.S. generally accepted accounting principles requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of public support and revenue and expenses during t the reporting period. Actual results could differ from those estimates. r Cash and Cash Equivalents: The Organization considers all highly liquid investments purchased with a maturity of three months or less to be cash equivalents. The Organization maintains its cash in bank deposit accounts, which at times may exceed federally insured limits. The Organization has not experienced any losses in such accounts, and it is management's belief that the Organization is not exposed to any significant credit risk on its cash and cash equivalents due to the high credit standing of the financial institutions where the Organization's funds are deposited. The amount of cash and cash equivalents that was in excess of federally insured limits was $60,800 and $103,900 at June 30, 2002 and 2001, respectively. t Property and Equipment: Property and equipment is stated at cost (donated property or equipment is recorded at its estimate fair value) and is depreciated and amortized using the straight-line method over the following estimated useful lives: Years l .. Furniture and equipment 5 Vehicles 5 Building improvements 15 Maintenance and repairs that are not expected to extend the life of an asset beyond its normal useful life y are expensed as incurred. Property costing greater than $500 as generally capitalized. Certain assets have been acquired under government contracts . At the end of the contract, these assets are available for return to the government funding sources. 1 i Investments: The Organization records its investments in equity securities with readily determinable fair values and all investments in debt securities at fair value with realized and unrealized gains and Iosses included in the statement of activities. ( . Revenue Recognition: The Organization receives various grants from federal, local, and private agencies i for program and supporting service expenses. These grants are generally on a cost reimbursement basis, including recoverable overhead. Revenues from grants are deemed earned and recognized in the statements of activities when expenditures are made for the purpose specified. Funds that have been t received but have not yet been expended for the purpose specified are reported as temporarily restricted revenue or deferred revenue as applicable. 12 r I I ` CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. ! NOTES TO FINANCIAL STATEMENTS June 30, 2002 and 2001 NOTE A - SIGNIFICANT ACCOUNTING POLICIES (Continued) Contributions and Bequests: All contributions are considered to be available for unrestricted use unless specifically restricted by the donor. Amounts received that are designated for future periods or restricted by the donor for specific purposes are reported as temporarily restricted or permanently restricted support that increases those net asset classes . When a donor restriction expires, that is, when a stipulated time restriction ends or purpose restriction is accomplished, temporarily restricted net assets are reclassified to unrestricted net assets and reported in the statement of activities as net assets released from C restrictions. However, if a restriction is fulfilled in the same time period in which the contribution is received, the support is reported as unrestricted. During the June 30, 2001 year, the Organization received an unusually large temporarily restricted = contribution of $1,362,776 from the will of an Organization supporter for the Elder Affairs program. Donated Services: The Organization relies on volunteers who donate significant time in the advancement of its goals. In accordance with U.S. generally accepted accounting principles, the time of non-specialized volunteers is not recorded as in-kind contributions. However, time of those volunteers who contribute -- specialized services is recorded at fair value. There were no specialized services donated during fiscal years 2002 or 2001 . Federal Income Tax Status : The Organization is exempt from federal income taxes under Section 501 (c)(3) of the Internal Revenue Code. Contributed Facilities: Facilities . furnished to the Programs are recorded as contributed facilities in the accompanying statements of activities based on the amounts estimated by the Organization for rent that would be incurred for similar facilities in an arms length lease transaction. NOTE B - INVESTMENTS The following summarizes the fair value of investments by type as of June 30, 2002 and 2001 . 2002 2001 Short term investments $ 593,047 $ 248,879 Common stocks 247,447 265,196 Preferred securities 249,480 147,000 Corporate bonds 1,477,986 11321,139 U.S. government and agency bonds 50,778 105,908 U.S. government asset backed securities 251,428 761,586 Mortgage backed securities 292,789 0 $ 1162.955 $ 2.849.708 13 CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. NOTES TO FINANCIAL STATEMENTS June 30, 2002 and 2001 i NOTE B - INVESTMENTS (Continued) Investment income for the years ended June 30, 2002 and 2001 is included in other revenue in the accompanying statements of activities and is comprised of the following. 2002 .2001 Interest $ 129,401 $ 53,556 Dividends 12,860 49,548 Realized gains 49,736 91043 t Unrealized gains (loss) 14,776 (15,060) Total Investment Income $ 206 .773 $ 97,087 NOTE C - UNRESTRICTED NET ASSETS r The Board has designated the unrestricted net assets for the exclusive use by the following programs as of June 30, 2002 and 2001: 2002 2001 Unrestricted net assets designated for Maurawood Community Outreach $ 17,492 $ 12,317 Crisis Pregnancy Centers 5,008 12,886 Shelters and -Residences 365,010 443,687 Outreach 24,501 - Elder Affairs 261,380 231,170 Housing Office and Central Office 971 ,677 1,041 ,411 Total board designated net assets $ 1 .645 .068 $ 1 ,741 .471 IF NOTE D - TEMPORARILY RESTRICTED NET ASSETS Unexpended temporarily restricted net assets are restricted for the following programs as of June 30, 2002 and 2001: - 2002 2001 Counseling $ 81,479 $ 45,605 f Maurawood Community Outreach 91,591 111,420 Crisis Pregnancy Centers 42,534 35,019 Shelters and Residences 229,997 156,507 {" Outreach 394,409 109,915 ,1 Elder Affairs 1,387,776 1,3621776 Housing Office and Central Office 3,812 13,570 Total unexpended temporarily restricted net assets $ 2,231 ,598 $ 1 ,834,812 14 CATHOLIC CHARITIES OF THE , DIOCESE OF PALM BEACH, INC. E NOTES TO FINANCIAL STATEMENTS June 30, 2002 and 2001 i r NOTE E - NET ASSETS RELEASED FROM RESTRICTIONS iNet assets were released from donor restrictions by incurring expenses or purchasing assets satisfying the restricted. purposes . Satisfaction of program restrictions for the years ended June 30, 2002 and 2001 were as follows : 2002 2001 Counseling $ 10,543 $ 71999 Maurawood Community Outreach 16,293 3,463 Crisis Pregnancy Centers 2,285 18,661 Shelters and Residences 17,096 59,624 I Outreach 138,978 . 51,446 Central Office 19,260 10,260 F Total board designated net assets $ 204.455 $ 151 .453 NOTE F - PENSION PLAN The Organization is a participant in the Diocese of Palm Beach Defined-Benefit Pension Plan (the "flan"). The Plan is a noncontributory benefit plan, which covers eligible employees of the Organization. Due to the nature of the Plan, it is not practicable to determine the extent to which the assets of the plan cover the actuarially computed value of vested benefits for the Organization alone. The Organization recognized as net pension cost the required contribution for the period. In addition, because it is considered a multi- employer plan; it is not subject to the reporting requirements of Statement of Financial Accounting Standard ("SFAS") No. 87, Employers' Accounting for Pensions, as amended by SFAS No. 132, Employers' Disclosures about : Pensions and. Other . Postretirement Benefits. The total contributions to the Plan were $140,299 and $121,372 in 2002 and 2001, respectively. NOTE G - SUPPORT FROM OUTSIDE ORGANIZATIONS The Organization receives a substantial . amount of its support from the United Way and government grants and contracts. Combined, these contributions totaled 28 % and 19 % of the Organization's public support and revenues in fiscal years 2002 and 2001, respectively. A significant reduction in the level of support from these organizations, if it were to occur, may have a material effect on the Organization's programs and activities. NOTE H - COMi\RTMENTS AND CONTINGENCIES Leases: The Organization leases office space and equipment under various operating leases. Future Minimum payments under non-cancelable operating leases with initial or remaining terms of one year or more are as follows : 15 CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. NOTES TO FINANCIAL STATEMENTS , June 30, 2002 and 2001 r NOTE H - COMMITMENTS AND CONTINGENCIES (Continued) Year Ending l Tune 30, Amount 2003 $ 35,591 I 2004 4556 $ 40 .147 {{ Litigation, Claims and Assessments : The Organization may become party to various legal proceedings which may arise in the ordinary course of business. While results of such matters cannot be predicted with certainty, the Organization believes that losses, if any, resulting from the ultimate resolution of such matters will not have a material adverse effect on the Organization's financial position, changes in net assets or cash flows . i._ NOTE I - RELATED PARTY TRANSACTIONS r 6 During fiscal years 2002 and 2001, the Organization incurred certain charges from the Diocese of Palm Beach totaling $126,014 and $72,741, respectively. These charges consisted of various administration charges as well as the reimbursement of insurance payments. Effective July 29, 1994, Villa Assumpta, Inc., Villa Maddona, Inc., and Villa Franciscan, Inc., (collectively the "HUD Projects") entered into a management agreement with the Organization where the Organization provides management services to the HUD Projects. During each of fiscal years 2002 and 2001, the Organization loaned $6,100 and $6,606, respectively to Villa Fransiscan and Villa Assumpta, two of the Housing and Urban Development projects managed by the Organization. These amounts are _ included in accounts receivable - other in the accompanying statement of financial position as of June 30, 2002 and 2001 . The loans are non-interest bearing and are repayable in the next fiscal year. The management fee received from the HUD Projects was $114,045 and $112,272 for the years ending June 30, 2002 and 2001, respectively. �._ I During the year ended June 30, 2001, program brochures for the Organization were donated by one of its board members. The estimated cost of this contribution has been determined by .the board member to be f $8,349. This amount is included public support and revenue - fundraising events and fundraising f expenses in the accompanying statement of activities and statement of functional expenses, respectively. During fiscal year 2001, fees totaling $39,639 were paid to a .law firm in which a board member is a partner. These fees were charged based on standard hourly rates. i , i 4 16 i i i. CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. I NOTES TO FINANCIAL STATEMENTS June 30, 2002 and 2001 NOTE J - FUNDING FROM CHILDREN SERVICE COUNCILS OF ST. LUCIE COUNTY AND OKEECHOBEE COUNTY During fiscal years 2002 and 2001, the Organization received funding from the Children's Services r Council of St Lucie County and Okeechobee County. The amounts received through the grants along with private contributions and related program expenses are recorded as contributions revenue and functional expenses in the accompanying statements of activities and are summarized as follows : St Lucie County Okeechobee County 2002 2001 2002 2001 Grants received for: Children's Coalition Program $ 41,121 $ 47,661 $ $ !. Youth Outreach 20,055 23,452 $ 41,121 $ 47,661 $ 20,055 $ 23,452 Private contributions received for: r Children's Coalition Program $ 34,223 $ 36,250 $ $ Youth Outreach 104,434 82,648 �- $ 34,223 $ 36,250 $ 104,434 $ 82,648 i Program expense for: Children's Coalition Program $ 76,778 $ 85,367 $ $ Youth Outreach 142,961 108,886 $ 76,778 $ 85,367 $ 142,961 $ 108,886 NOTE K - SCHEDULE OF LOCAL GOVERNMENT GRANTS During fiscal years 2002 and 2001, the Organization received funding from local government agencies. - The amounts received through these agencies are summarized below: 2002 2001 Children's Services Council-Palm Beach County: Glades Kids Out of School $ 161,890 $ 157,652 Families First 28,305 Pahokee Pals 159,633 321,523 185,957 Children's Services Council-St Lucie County: Children's Coalition Program 41,121 47,661 Children's Services Council-Okeechobee County: Youth Outreach Program 20,055 23,452 Children's Services Advisory Committee of Indian River County: Samaritan Center Grant 45,185 57,163 Others 4,875 21972 $ 432.759 $ 3174205 17 0 H i H W W a CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. COMBINING STATEN= OF ACTIVITIES Year Ended June 30, 2002 Maurawood Crisis Shelters Community Pregnancy and Elder Counseling Outreach Center Residences Outreach Affairs f UNMESTRICTED CURRENT ASSETS Public Support and Revenue C Public support Cash contributions $ 80,606 $ 61720 $ 36,025 $ 148,174 $ 127,937 $ 34,143 Community Chest allocations 20,015 11,687 49,598 United Way allocations 100,458 19,603 15,391 73,327 44,841 54,770 i Contributed facilities 14,600 2,000 81000 99,654 35,335 8,000 ' Grants and contracts: Federal government 70,000 71120 372,257 Medicare 99,973 [ Local government 49,197 383,562 Allocations from the Diocese: r Annual Bishop's Appeal 306,100 61,000 26,505 80,000 319,955 Fund-Raising events 101,193 20,326 13,517 98,926 99,409 18,225 TOTAL PUBLIC SUPPORT 602,957 129,664 1691438 656,371 1,394,983 164,736 _ Revenue Program service fees . 49,160 196,454 85,820 164,118 Management service fees 1 Other 2,468 61722 11351 29,483 33,856 124,978 TOTAL REVENUE 51,628 6,722 11351 225,937 119,676 289,096 ` Net assets released from restrictions 10,543 16,293 2,285 17,096 138,978 TOTAL PUBLIC SUPPORT AND REVENUE 665,128 152,679 173,074 899,404 11653,637 453,832 Expenses Program services 590,572 131,324 16101 813,048 11495,469 369,477 Supporting services 109,015 19,976 19,270 127,099 208,235 54,144 TOTAL EXPENSES 699,587 151,300 180,951 940147 1,703,704 423,621 i INCREASE (DECREASE) IN 1 UNRESTRICTED NET ASSETS (34,459) 1,379 (71877) (40,743) (50,067) 30,211 TEMPORARILY RESTRICTED I ,iblic support gash contributions 46,417 9,800 84,800 425,724 25,000 TOTAL PUBLIC SUPPORT 46,417 0 91800 84,800 425,724 25,000 i Net assets released from restrictions Satisfaction of program restrictions (10,543) (16,293) (2,285) (17,096) (138,978) INCREASE (DECREASE) IN i TEMPORARILY RESTRICTED ASSETS 35,874 (16,293) 7,515 67,704 286,746 25,000 INCREASE (DECREASE) IN NET ASSETS $ 11415 $ (14,914) $ (362) $ 26,961 $ 236,679 $ 55,211 1R Housing Central Fund- Office . Office Raising Eliminations Total $ 12,000 $ 140 $ $ $ 445,745 81,300 308,390 12,000 47,880 227,469 449,377 99,973 432,759 j 793,560 41923 356,519 356,519 356,519 24,000 52,943 356,519 (356,519) 3,1951092 495,552 104,866 449,680 (440,501) 114,045 264 199,122 104,866 449,944 0 (4401501) 808,719 ! 19,260 204,455 i 128,866 522,147 356,519 (797,020) 4,2081266 I 119,991 3,681,562 13,785 512,084 356,519 (797,020) 623,107 133,776 512,084 356,519 (797,020) 4,304,669 (4,910) 10,063 (96,`03) r 9,500 601241 (� 0 9,500 0 0 601,241 t _ . (19,260) (2041455) +- 0 (91760) 0 0 396,786 $ (4,910) $ 303 $ 0 $ 0 $ 300,383 19 r-' i i t f i (- - REPORTS ON FEDERAL AWARDS PROGRAMS L MilliCALER, DONTEN, LEVINE ) DRUKER , PORTER & VEIL, P.A. CFUUMD PUBLIC ACCOUNTANTS WILLIAM K CALER, JR,, CPA 505 SOUTH FLAOLER DRIVE, SUITE 900 MEMBERS LOUIS M. COIiFN, CPA WEST PALM BEACH, FL 33401-5948 AMERICAN INSTITUTE OF J DAVID S. DONTEN, CPA CERTIFIED PUBLIC ACCOUNTANTS i SCOTT D. DRUKER, CPA, JD TELEPHONE (561) 832-9292 JAMES B. HUT'CFIISON, CPA FAX (561) 832-9455 FLORIDA INSTITUTE OF JOEL H. LEVINE. CPA CERTIFIED PUBLIC ACCOUNTANTS JAMES A MULLEN, IV, CPA info@cdlcpa.com ! THOMAS A. PENCE, JR., CPA . SCOTT L. PORTER, CPA [ MARK D. VEn., CPA Independent Auditor's Report on Compliance and on Internal Control Over Financial Reporting Based on an Audit of Financial Statements Performed in Accordance With Governmental Auditing Standards �^ To The Board of Directors Catholic Charities of the Diocese of Palm Beach, Inc. Palm Beach Gardens, Florida We have audited the financial statements of Catholic Charities of the Diocese of Palm Beach, Inc. (the "Organization") as of and for the years ended June 30, 2002 and have issued our report thereon dated September 13, 2002 . We conducted our audit in accordance with U. S. generally accepted auditing standards and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States . Compliance L As part of obtaining reasonable assurance about whether the Organizations financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, [ regulations, contracts, and grants, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with (� those provisions was not an objective of our audit, and accordingly; we do not express such an opinion. The results of our tests disclosed no instances of noncompliance that are required to be reported under L Government Auditing Standards. iInternal Control Over Financial Reporting In planning and performing our audit, we considered the Organizations internal control over financial reporting in order to determine our auditing procedures for the purpose of expressing our opinion on the financial statements and not to provide assurance on the internal control over financial reporting. Our consideration of the internal control over financial reporting would not necessarily disclose all matters in the internal control over financial reporting that might be material weaknesses. A material weakness is a condition in which the design or operation of one or more of the internal control components does not reduce to a relatively low level the risk that misstatements in amounts that would be material in relation to the financial statements being audited may occur and not be detected within a timely period by ( employees in the normal course of performing their assigned functions . We noted no matters involving L . the internal control over financial reporting and its operation that we consider to be material weaknesses. However, we noted other matters involving the internal control over financial reporting, which we have reported to management of the Organization in a separate letter dated September 13, 2002. I This report is intended for the information and use of the audit committee, management, the Auditor General of the State of Florida, and federal awarding agencies and pass-through entities and is not intended to be and should not be used by anyone other than these specified parties _ t September 13 , 2002 20 =J CALER, DONTEN, LEVINE , DRUKER, PORTER & VEIL, P.A. CERTIFIED PUBLIC ACCOUNTANTS WILLIAM K. CALER, JR., CPA 505 SOUTH FLAGLER DRIVE, SUITE 900 MEMBERS LOUIS M, COHFN, CPA WEST PALM BEACH, FL 33401-5948 AMERICAN INSTITUTE OF DAVID S. DONTEN, CPA CERTIFIED PUBLIC ACCOUNTANTS SCOTT D. DRUKER, CPA, JD TELEPHONE (561) 832-9292 JAMES B. HUTCHISON, CPA FAX (561) 832-9455 FLORIDA INSTITUTE OF JOEL H. LEVINE, CPA CERTIFIED PUBLIC ACCOUNTANTS JAMES F. MULLEN, W. CPA info@cdlcpa.com THOMAS A. PENCE, JR., CPA . SCOTT L. PORTER, CPA MARK D. VEIL, CPA Independent Auditor's Report on Compliance with Requirements Applicable to Each Major Federal Program and on Internal Control Over Compliance in Accordance with OMB Circular 133 f ' To The Board of Directors Catholic Charities of the Diocese of Palm Beach, Inc. Palm Beach Gardens, Florida Compliance We have audited the compliance of Catholic Charities of the Diocese of Palm Beach, Inc. (the " Organization") with the types of compliance requirements described in the U. S. Office of Management and Budget ("OMB ") Circular A-133 Compliance Supplement that are applicable to its major Federal program for the year ended June 30, 2002. The major Federal program of the Organization is identified in the summary of auditor's results section of the accompanying schedule of findings and questioned costs . { Compliance with the requirements of laws, regulations, contracts and grants applicable to its major l Federal program is the responsibility of the Organization's management Our responsibility is to express an opinion on the Organization's compliance based on our audit We conducted our audit of compliance in accordance with U.S. generally accepted auditing standards, the standards; applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and OMB Circular A-133, Audits of States, Local Governments, [ and Non-Profit Organizations. Those standards and OMI 3 Circular A-133 require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance with the types of compliance requirements referred to above that could have a direct and material effect on a major Federal program occurred. An audit includes examining on a test basis, evidence about the Organizations compliance with those requirements and performing such other procedures as we considered necessary in the circumstances. We believe that our audit provides a reasonable basis for our opinion. Our audit does not provide a legal determination of the Organizations compliance with those requirements . f In our opinion, Catholic Charities of the Diocese of Palm Beach, Inc. complied, in all material respects, with the requirements referred to above that are applicable to its major federal program for the year ended June 30, 2002. c _ Internal Control Over Compliance The management of the Organization is responsible for establishing and maintaining effective internal control over compliance with the requirements of laws, regulations, contracts and grants applicable to federal programs. In planning and performing our audit, we considered the Organization's internal control over compliance with requirements that could have a direct and material effect on a major federal program in order to determine our auditing procedures for the purpose of expressing our opinion on compliance and to test and report on the internal control over compliance in accordance with OMB Circular A-133 . Our consideration of the internal control over compliance would not necessarily disclose all matters in the internal control that might be material weaknesses . A material weakness is condition in which the design or operation of one or more of the internal control components does not reduce to a relatively low level the risk that noncompliance with . applicable requirements of laws, regulations, contracts and grants 21 that would be material in relation to a major federal program being audited may occur and not be detected within a timely period by employees in the normal course of performing their assigned functions . We noted no matters involving the internal control over compliance and its operation that we consider to be material weaknesses . This report is intended for the information and use of the audit committee, management, the Auditor General of the State of Florida, and Federal awarding agencies and pass-through entities and is not intended to be and should not be used by anyone other than these specified parties. September 13, 2002 I c r (r t i i ' • f 1� f z t 3 CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS Year Ended June 30, 2002 i Pass-through Federal Federal Entiity Expenditures/ Federal Grantor/Pass-Through Grantor/ CFDA Identifying Revenues Program Title Number Number . Recognized U.S. Department of Justice Passed through the United States Catholic Conference �- Cuban/Haitian Resettlement Program 16 .XXX N/A $ 55,045 i _ .:.S. Department of Health and Human Services: Florida Department of Children and Families Passed through the Catholic Legal Immigration Network Citizenship 93 .566 N/ A 163,740 Passed through the United States Catholic Conference Match Grant Program 93.567 N/A 112,314 U.S. Department of State Passed through the United States Catholic Conference r Reception and Placement 19.XXX N/A 20,490 Federal Emergency Management Agency Emergency Food and Shelter National Board Program 83 .523 N/A 27,788 LU . S. Department of Health and Human Services, kealth, Resources and Services Administration, and Maternal Child Health Bureau: Passed through the State of Florida Abstinence Grant 93.994B COHB9 70,000 L . . Total Expenditures of Federal Awards $ 449,377 I 23 3 - CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS June 30, 2002 i NOTE A -SIGNIFICANT ACCOUNTING POLICIES r The accompanying Schedule of Expenditures of Federal Awards includes all federal direct and pass- through grants to the Organization that had activity during the fiscal year ended June 30, 2002. This schedule has been prepared on the accrual basis of accounting. The information in this schedule is presented in accordance with the requirements of OMB Circular A-133 Audits of States Local Governments f and non-profit Organizations. ' r NOTE B - SCOPE OF AUDIT PURSUANT TO OMB CIRCULAR A-133 All federal grant operations of Catholic Charities of the Diocese of Palm Beach, Inc. (the "Organization") are included in the scope of the Office of Management and Budget ("OMB") Circular A-133 audit (the 1 Single Audit) . The Single Audit was performed in accordance with the provisions of the OMB Circular A-133 Compliance Supplement (revised April 1999, the "Compliance Supplement") . Compliance testing of all requirements, as described in the Compliance Supplement, was performed for the grant program noted below. There were no federal award programs and other grants with fiscal 2002 cash and noncash expenditures in excess of the greater of $300,000 or 3 % of total federal expenditures . We therefore selected a type B program comprising at least 50 percent of federally granted funds . Fiscal 2002 Federal CFDA ; - Expenditures Number Florida Department of Children and Families passed-through the Catholic Legal Immigration Network Citizenship $ 163 .740 93.566 t The Program was considered a low-risk Type B program for the 2002 audit. NOTE C - FINDINGS OF NONCOMPLIANCE There were no findings and questioned costs in the fiscal year ended June 30, 2002. t NOTE D - AUDITS PERFORMED BY OTHER ORGANIZATIONS 1 There were no audits performed by federal grantor agencies or by subgrantor organizations of the f Organizations administration of federal awards programs in 2002. - r 24 i CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. r - SCHEDULE OF FINDINGS AND QUESTIONED COSTS FEDERAL AWARD PROGRAMS j Year Ended June 30, 2002 iA. SUMMARY OF AUDITOR'S RESULTS 1 . The Auditor's report expresses an unqualified opinion on the financial statements of Catholic Charities of the Diocese of Palm Beach, Inc. (the "Organization') . 2. There were no reportable conditions disclosed during the audit of the financial statements. 3. No instances of noncompliance material to the financial statements of the Organization were disclosed during the audit, which would be required to be reported in accordance with Government Auditing Standards, 4. There were no reportable conditions relating to the audit of the major federal award program. 5. The auditor's report on compliance for the major federal award program for the Organization r . expresses an unqualified opinion on the major federal program. r 6. There are no audit findings relative to the federal award programs for the Organization that are Lrequired to be reported. r-- 7. The program tested as a major program was as follows: LZ Federal f_ CFDA No. L Florida Department Children and Families- Passed through the Catholic Legal Immigration Network Citizenship 93.566 8. The threshold for distinguishing Type A and B programs was $300,000. 9. The Organization was determined to be a low-risk auditee. Be FINDINGS -FINANICAL STATEMENT AUDIT None C. FINDINGS AND QUESTIONED COST - MAJOR FEDERAL AWARD PROGRAMS AUDIT None 25 CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. SCHEDULE OF FINDINGS AND QUESTIONED COSTS FEDERAL AWARD PROGRAMS Year Ended June 30, 2002 D. OTHER MATTERS i 1 . A Summary Schedule of Prior Audit findings is not required because there were no prior 1 audit findings related to Federal award programs . j 2. A Corrective Action Plan is not required because there were no findings required to be reported for Federal award programs . a r i f- { , _ t r i F I r 26 IRS 990 FORM OOOZ010L31 ( 1006 066 W1Odvsr •suogont;sut a;esedas ay; Gas aa!;oN ;OV uol;anpab �sonnsaded snd OZ PUB '6L '8L sauy eggwo°) jea ;o pue is saoueleq pun; jo s;esse ION L Z Z 911 TATI OZ 6 1.L7.� S " ' (uogeueldXa yoege) saaueleq pun; jo s;asse ;au uI sa6ue140 gay;p OZ 61 . . . . ��V) I £L I 4) 1 D E 8 Z 9 L S E ' ' uwn oD ' aw wa read o 6wuulEaq le seoueleq pun; �o s;asse ION 61 a L 09 S8Z 81 . . . . . . . . . . . . . (ZL awl wou L1. aull ;oejlgns) lead ay; lo; (;logep) lo .ssaox3 8 L w T V E T9 6 £ L L - y uwnloo ytr pus 9 L saull PPe sasua xe Ig°1 L 1 g L . . . . . . . . . . . . . . . . . . . (alnpeyos 4oe4e) sa;ell33e o;- s;uawAed 9 L x 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . ((0) uwnpo 'try Guy wol;) 6ulsle.)pun.1 S 1 Z9 8 J 9 05 ti 1 ' ' ' ' " ' ' ' ' ' ' ' ' " ' " ' ((0) ulunloo 'try aug waa;) lWauea pue ;uawa6eUMw m ((g) uwnloo 'try Guy WaW sa°uuas wej6ad S 1 8 $ 6 9TiZ P L } PUB 630L 061P9 . L 09 19 _ tr £ &Z PL said! Ppe) anuanas igol. Z1 00 88 6Tt L L . . . . . . . . . . . _ . . . . . . . . (Mlo Guy 'llA IJed woo) anuanal ja430 L 1 (e01 Gull wol; qOL guy joe4qns) (alnpayos yPelle) tiO4UGAu! ;o sales woa; (ssol) uo }t,;oid sso10 qo . . . . . . . . . . . . . . . . . . plos spoo6 ;o Poo :sse-1 q saauerAoge pue swrpal ssai 'dJa;UGAUI ;o sales ssos0 e01 • 099 ZZT 06 • . (e6 Gull woo 46 awl ;oe ;gns) s;uana le!oods wou (ssol) jo awooul ION a * 6S8 STT ' ' ' ' ' ' ' ' sasuadxa 6ulsleipun; ueyl lay;o sasuadza ;pajlp asap q 6TS 8 £ Z [016L x= $ " ' ' g ' =S' ' ' ' ' (e1 guy uo papodal suol;nqu;poo do 0000 , 81T $ 6wpnpu! ;ou) anuanaJ ssoJE) e = (alnpa4os 40242) sal;!A! oe pue swamlepadS 6 9W 6Vp8 . . • . . . . . . . . . . . . ((8) PUe (V) suwnloo 'og awl aulgwoo) (ssol) so u1e6N p 0 8 ' 9 E L 6Ti . . . . • (alnpaWs y°el;e) (ssol) Jo u!eE) a 49 ' LTi 8 06v sasuadxa sales pue s!seq JOL40 .10 ;s= :ssa-i q e8 ' E89 OTiS ' ' ' ' ' ' do;UOAUl UBLO ia4lp sallunoag (y)' ]ig4;o s4asse10 sales UJ04 ;Urlowe ssae) e 8 n L .4 eglyasap) awoou! ;uaw;seAul Jalpp L _ • 09 . . . . . . . . . . . . . . . . . . . . . (e9 Guy wain q9 awl las4gns) (ssol) jo awoaul le;uas ION 0 q9 . . . ' . . . . . . . . ' . . . . . . . . sesuedxa le;uw :ssa� q 89 ' T9Z ZT/ T .gz. . . . . . . . . . . . . . . . . . . . . . . . . sagun03s wa; ;saJa;ul pue spuapinlQ g b . . . . . . . . . . . . . . . . . . s;uaU4saAUI 4se0 daelodwa; pue s6wees uo ;salalul 1> . £ . . . . . . . . . . . . . . . . . . . . s;uawssesse pue sanp dl4sjGgwar4 £ I99 LLi+ t Z ' ' ' ' ' ' ' ' (£6 Gull '11A ped w0.4) sPe4uoD pue saa; ;uawwaao6 6wpnioul anuanas aalA�as we�6a�d Z OSL i► EE Z PL ( S4SWaou 0SL TIES Z S !1520) (446na43e1saugPPP) PncL p 0 L • ' ' ' " ' ' ' (s;uej6) suognqu;uoo ;uawusano0 0 OSZ EST t q1 . . . . . . . . . . . . . . . . . . }loddns 0lignd ;oa;!pul q > ': • 009 TSI T e l . . . . . . . . . . . . poddns a!Ignd 3?GsIQ e I Sd^ZZS :PeA!aoaj slunowe jelnu!s pue 's;uej6 's4po ' suo!;ngljluo0 L 09L a6ed up suopn.4sul pyloa S aaS sa0uelea puna so s;assy ;aN ul Satiueqo pus sesua xa 'anuaea21 :Gd-066 JO 73-066 '066 Iwo 8 -LIDS 4onF o; 01P59 ES8 v , ZL aug of qOL PUe 'g6 `q9 'q9 saw pP1l s4d!a6Gj ssa� ' •1 pannbaJ ;ou si uo pouefuo ay; 3! -4 8 Z6 0 N3D ;l6iPt lalua i wrgai a;aldwoo a ai!nbai saags awoS 'elep lepueug inoypM wnr e a IB pino4s ;! llew ay; ut ONLi saA ][ ugru na a paianw uopezlu o a6e>ped 066 uLoj a paNaaal u0!=.ue6Jo a4l 1! ;nq 'Sa ayl 4llm wn;ai a @IB lou paeu uopeaue6�o ue dq w10 wnLai 'a3Ptedu a s!y1 sl (P)H s;dlaoej ssw6 s uo WILL 'D00 'SZS ue4l avow you Nieuuou we l3ezlue6io a43 3! .4 anti -MDaL suogorulscn aaS 7s!I a 402332 „'oN.. ;l) saA X LPapnpul salelglye Ile aiV (o)H LZ 5 Jo ( 0 (e)Ltr6I7 ('ou yasul) ► �ezlue6a0 t'uo �qa 4 ) sa;!gw /o jagwnu jalua ,'sG.l . A WH qaM =J saA LsapAM jo; wn� °N X dna8 a s143 sl (e)H ❑ ❑ '(Z3-06610 066 uuod) y alnpa4og pa;aldwoo a 43BUe ;snw s;snq &suo1jeZ4ue8ro LZ5 uogws o; a/geDrydde lou we I pue H a1ge;Ve4D ;dwaxauou ( 1)(e)146q pue suol wz!ue6jo (£)(0) L05 uo!;Dag • j?Wo lent»tl X 4�J s 0996 — OTTEE I3 sraROYME sung Qgpued T04NW � ngi=ollddr �.r tr + dlZ PUe 14unoo to a;els 'umo; to Allo -oru;sul vow W j 0956 — SLL T99 '11VIM a2Ifai� 17114 RMUOR 9666 *m wv.• 1=W.a -ad/4 u n M I=!JWI jagwnu auo4dalrol a allns/wooN (ssalppe Paas o; pauaAliap ;ou s, l!ew ;l xoq •O•d Jo) ;Galls pue jegwnN Jo 3w+d .6==y. ,W=N 6L60Li+ Z- 6S JO I'�I Olzl my S ra 30 sal asn i6°=v' lagwnu uolpolMuep! ladoldw3 Q UWPPV asmoia QHS 30 s3ISIUVED oIr OEZVD uoi;ezlue6so ;o GweN O aseald ggeddd=p )patp 8 ZOOZ OE 90 ulpua pue LOOZ TO LO buluulbaq NeA xe; so sea 12pU9180 1002 04; sod V • - • -guawallnbal bul;lodal a;els d;sges o; wr4al sal; jo Ado° a asn o; aAe4 dew uol;EmuE6lo ay j .4aowaS .anuwea d lewalul • ' ' . 90 dulseall a4l ;o luaujyeda(3 (uogepuno; a;enlsd so ;sns; ;gauaq t009 6unl Naelq ;daoxa) apoQ anuanaH lewa;ul a4; ;o ( 1)(e)LV6VJO '1.Z9 `(0) 109 uol;Gas sapun LD00-525i 'oN BWO XP1 awoOul W01:1 jdwex3 u011eziue6ap jo wn;eN 0 6 6 u '°� Form 990 (2001) 59 -2470479 Page 2 Statement of All organizations must complete column (A). Columns (B), (C), and (D) are required for section 501 (c)(3) and (4) organizations Functional Expenses and section 4947(a)(1 ) nonexempt charitable trusts but optional for others. (See Specific Instructions on page 21 .) Do not include amounts reported on line ;�;,,,ts (B) Program (C) Management (A) Total services and general (D) Fundraising 6b, 8b, 9b, 10b, or 16 of Part 1. - MR r:.�: Vii' >l �w a :� ? "3zv x: :NwA;'• ::N�w _n{iv cc 22 Grants and allocations attach schedule ; yrs :• : =" 2::�:., ? ( ) : w..x:k. :.. 2 2 v4:• .uv v .v4 :`'w. wf •xv'v^ vt w n ::: /cash S noncash S ^%«.'ww•/.�: �^c•�:N.'��; •:r�;,�.y. _v..yl f��`zw�.•. x:,,"c u'v°2: hw• 322:wv tie:�:u$ii::}f3 ni`•i:.}'is£ •yi iY� +�.k•. NMI n' .: . vn:v �vuiv�: .23 Specific assistance to individuals (attach schedule) 23 199 266 . 199 266 , � w . ^ *K 1:. xwww ; •.' r %„:z;v~�;..:.Y .24 Benefits paid to or for members (attach schedule) 24 . ...M �x ��:> : <x: .r�� :zv % :••:"w'�s>.:. :-..:.. ' zz•:`::,` • 25 Compensation of officers, directors, etc. 25 196r574 , 89F083 , 107 , 491s 26 Other salaries and wages , , 26 1 999 435 . 1182815341 170 901 . 27 Pension plan contributions , , , 27 28 Other employee benefits 28 379 948 . 339r0601 40 BBB -. 29 Payroll taxes ; , 29 182r167 , 157 870 . 24 297 . 30 Professional fundraising fees , , , , 30 31 Accounting fees , , , , , , , , , 31 32 Legal fees , , , , , , 32 33 Supplies 33 153 , 285 * 131 f 416 . 21r869 * 34 Telephone , , 34 100 509 . 91r963 , 8r546 * 35 Postage and shipping , , , , , , , , , 35 36 Occupancy 36 101 488 . 59 , 488 , 42 000 . 37 Equipment rental and maintenance , , 37 38 Printing and publications 39 Travel39 77 , 175 , 62 280 . 14 895 . 40 Conferences, conventions, and meetings 40 41 Interest , , , , , , , , , , , , , , , 41 eprecla Ion, ebon, a .-(aattac�schedule� 2 —l-05 178 - --- - -97-j88-5—e - _ 7F293 ; - 43 293 :43 Otherevenses not covered above (Itemtzd): STMT 1043a 466 316 , 397 , 634 68 682 . b 43b C 43c d 43d e 43e 44 • Total functional expenses (add lines 22 through 43} Organfradons caunphdV colrartrrs (B)-(D), carry elesetotaistofines l3-ts . . . 44 3 961 341 . 3 454 479 . 506 862 . Joint Costs. Check ► if you are following SOP 98-2. Are any joint costs from a combined educational campaign and fundraising solicitation reported in (8) Prograrn services? . , , ► ❑ Yes 0 No if "Yes," enter (7 the aggregate amount of these joint costs $ ; C7 the amount allocated to Program services $ ; nl the amount allocated to Management and oeneral • and Iv the amount allocated to Fundraising Statement of Pro ram Service Accomplishments See Specific Instructions on page 24. What is the organization's primary exempt purpose? ► STMT 11m service Expenses All organizations must describe their exempt purpose achievements in a clear and concise manner: State the number (Required for 501 (c)(3) and of clients served, publications issued, etc. Discuss achievements that are not measurable. (Section 501 (c)(3) and (4) (4truosts; but optionalaand f(r ) organizations and 4947(a)(1 ) nonexempt charitable trusts must also enter the amount of grants and allocations to others.) others.) a COUNSELING — _PROVIDES VARIOUS SOCIAL SERVICES _INCLUDING __ __ ____ __ _ _ _ __ __ _ - - - - - - - - - - - - - - - - -- - - - - -- - - - - - - - - - EDUCATIONAL COUNSELING . - - -- - - - - - - - - - - ---- - --- - - - - -- - - - - - - -- - --- - - -- -- - --- - -- -- - - - - -- -- - - Grants and allocations $ 561 081 . b OUTREACH _= _PROVIDES VARIOUS_ OUTREACH SERVICES TO THE _ _ _ _ _ _ __ ___ _ _ _ _ IId«DIATE AREA - - - - - - - - - - -- -= - - - - -- - - - - --- - - -- - - - - - - - - - - - - - --- - --- - - Grants and allocations $ ) 1 435 895 . c ELDER AFFAIRS _see _PROVIDES SERVICES TO THE ELDERLY _ IN TfiE_ ___ _ _ __ _ _ _ ___ _ __ _ _ IIdvMD MATE AREA . (Grants and allocations $ ) 360 282 . d SHELTERS .AND _RESIDENCES _see _ PROVIDES VARIOUS SERVICES TO THE IPdAEDLATE AREA_ Grants and allocations $ 712 681 . e Other program services attach schedule STMT 12 Grants and allocations $ 384 . 540 . f Total of Program Service Expenses (should equal line 44 column -(B) Program services) ► 3 , 454 , 479 . SSA Form 990 (2001 ) 1 El 020 2 .000 - Form 990 (2001 ) 59 -2470479 Page 3 • . Balance Sheets (See Specific Instructions on page 24. ) Note: Where required, attached schedules and amounts within the description (A) (B) column should be for end-of-year amounts only. - Beginning of year End of year 45 Cash - non-interest-bearing 0000 . . . . . . . . . . . . . . . . . . . . . . . 153F7374 45 55j358 . 46 Savings and temporary cash investments , . . 0000 . . . 248 879 . 46 593 047 . 47a Accounts receivable47a 65 710 0000 . . . 0000 . . . b Less : allowance for doubtful accounts , , 47b 60 698 . 47c 65r710 , 0000 {hf�i?!j i 48a Pledges receivable , , , , , , , , , , , , , , , 48a ibrr b Less : allowance for doubtful accounts , , , , , , 48b 1 4 8 c 49 Grants receivable , , , , , , , , , , , , a 90 137 . 49 201 914 . 50 Receivables from officers, directors, trustees, and key employees ( attach schedule) , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 50 51a Other notes and loans receivable (attach �'O I schedule) . 51a '•.' '' d b Less : allowance for doubtful accounts , , , 51 b 51C a 52 Inventories for sale or use , , , , , , . . . . 52 53 Prepaid expenses and deferred charges 0000 : . . . . : . . . . 53 54 Investments - securities (attach schedule) S = .1;3 ► El Cost •® FMV 2 . 600 829 . 54 2 , 569 , 908 , 55a Investments - land, buildings, and n equipment: basis , , , , , , , , , , , , , , , 5 5 a b Less: accumulated depreciation (attach x :. schedule) a we • . sc -- . . , 55b 55c 56 Investments - other (attach a .ul-j - 57a Land , buildings, and equipment basis , , , , , , 57a 1 173 058 ",-`'""' : ' b Less: accumulated depreciation (attach schedule)_ , , , , , , , , „ , , , , . . , . , , . . 57bj= 602r1734610 418 . 57c 570 885 . 58 Other assets (describe Joe 14 ) 24 647 . 58 19r574 , sense 59 Total assets add lines 45 through 58 must equal line 74 • • • • = • 3 789 345 . 59 4 076 396 . 60 Accounts payable and accrued expenses , , , , , , , , . . . 141 331 . 60 126 359 . 61 Grants payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 62 Deferred revenue . . . . . . . . . . . . . . . . . . . . . . 0 . . . 0 . 0 . 0 71 731 , 62 73 3.71 . d 63 Loans from officers, directors; trustees, and key employees (attach schedule) 0000 . 0000 . . . . . . . . . . . 63New µ m 64a Tax-exempt bond liabilities (attach schedule) . . . . . . . . . . . . . . . 64a J b Mortgages and other notes payable (attach schedule) , , , , , , , , , , , 64b 65 Other liabilities (describe ► ) 65 66 Total, Ila biRies add lines 60 through 65 . . . . 0 0 0 0 . . : 0 0 0 0 . . . 213 062 : 66 199 , 730 , Organizations that follow SFAS 117, check here ► X and complete lines :s?fir 67 through 69 and lines 73 and 74 . a 61 Unrestricted . . . . . 1 , 741 , 471 67 10645t .068 , 68 Temporarily restricted , , , , , , , , , , , , , . . , . . . 1 , 834 , 8124 68 2F2311598 ' 69 Permanently restricted . . . . . . . . . . . . . . . . . 69 o Organizations that do not follow SFAS 117, check here ► ❑ and complete lines 70 through 74. c70 Capital stock, trust principal, or current funds 70 1 71 Paid-in or capital surplus, or land, building , and equipment fund , , , 71 72 Retained earnings , endowment, accumulated income , or other funds , 72 a 73 Total net assets or fund balances (add lines 67 through 69 OR lines ^> ' tit•;::::::; 70 through 72; Z column (A) must equal line 19 ; and column (B) must equal line 21 ) _ 3F576r28311 73 3 876 666 : . 74 Total liabilities and net assets / fund balances add lines 66 and 73 31789r345 , 1 74 1 4 076 396 . Form 990 is available for public inspection , and, for some people, serves as the primary or sole source of information about a particular organization. . How the public perceives an organization in such cases may be . determined by the information presented on its return. Therefore , please make sure the return is complete and accurate and fully describes, in Part III , the organization's programs and accomplishments. JSA 1El030 2.000 : 1.:: .: . . . . . v Olr is <i? i' ii: :i 'itiii' r :; ?::.::: .:::.;:•:>;::«:::::::'Si:`:iii 'ii5i CD r1 ': iicii?:iii:#i >'i? :::4 . . •:; . . d . r•1 tD z w O M 0 0 L g z _ :' sN •::;<j;y � �:i''iit% S�i':iiii•`::r3:': <!: ii'' i ? '.;:. . . . . 2 N M 25 �ii::;ii:%: :4:•4hhh;•>:::•».. r•) `% ;ii : :! %:i: :i?iii::> 2: :ii :i : � ; 'Q d . .:r:: •:: :. . • . . �. . . . : rJ. . tp :.:h}:::::.,.:. c Mi 4:.•6:': 1p W M viii ? :::t',•'•:'• %?::.::::•:::<•>::•::•:•:,>•::::,•.: 01 �. a ' N 7 N Mi CL ltl ' c M 0 L lL a a� a r a a u � v A � to at n O � C n Ti M c CD LLIamE ° r t M O E N N r ca . fes" V um U On +P a y m N ri o . . - C o 'o E co G E d o a� y , . c : VOINEDc A C u1 o tgggg, or c yC oui y N N N 4*1 0 1 � pC 0 Ch E y a rn "ain 0 dJm ' c • y w El OW. p, . aC pj admg� 00 o °€� eyUggg °� F ahcIL A C u o r °E No !9 E r gaga'n'gag. oQ0c c v ° ° .sI-- N _ 0 d) c n$ n v N . W � v .� C v e0 .G v � 9f � Lq � y . y V v Q _ 7 C d ° > • :• I- E ! iii::'i #:•::::::.:•;:.: . . . . . . . . . . . :•. •. L N O 00 go 0 N ;:;:;�::i:::;:is+i:;;i::iii: is�iS::Y:}:::i :i ::::�ri<;:,:!>iif:�55iii �ii<:: •:::,.: .;•:.:::•:: (O O < O sp V� W dg N O a� L m d N rn gigat w' ^ r� W ::::.: ..^^ . . . . . •. ; . . . . . .•� . .; . . . . •:::4 :':::`::ilii:::::•':::::::f,'::::U::'iS:t::::i:;:•L:•:: rl i:Ci;;::i:'v: F..: d N is4:•'}:.;::ii; is:;;:':. :::';: :''•::i: :iS::;{':,$$iii:?;:iii dl fA J:ti i ,,^^ L W .A u 1� YI . . . . . . .... Y C w, , ^ :�f 4:yh ih�::':':•:•::�G:•:•:�•:�:'::•:•:':'.`�iti•k r;i�:!hi::•;>:::;f:C<v:..:.•:4:'r� <•:vi: W „ \V N N .7 � f0 ai N t •,:; : « C F'r ii . i:b4O) � N a � �, VJ F w L C iiii'iiiRi ii ;; • .O � o d U E c XX d CL � o t R d U V ' •LI N C d! O 0 CoN 2 > 3 � a o to �♦ ♦ CL o 2 y C to amaloo�r rm m s I ^ � G o U Ln i+ d E ON 'fl GCN N Yon N a C nm O vagg O N N p N NLLa N . N lA vall saw cu familb SEEMED r � .445111 Cc � U! C v O C E U 'Q p y N N N N C y N N C C N E Ogoggs agaga Gl C d c °€> %gp� •� •'ey� c• •�o+ n c c z o o Z5 mN 'U '� ' p 00 y•N •C N O O In j C 0 NNtlE o ° cpj afE -tgga ai ai E o ;�. tcl to cc 3 tv t u O •Fa �.. N «. C c ° U M d �Cj .O y O y ll, L y rn H nQ c z c 0 c m t ) v c E o > v a� t� 6 € - N C a. 0 N Q .j Q LL 5 c i°n 0 Q H- aggggc N �_ . 1m 49 ti gala Form 990 2001 59 -2470479 Pa e : MMM Other Information See Specific Instructions on page 27) IYesl No 76 Did the organization engage in any activity not previously reported to the IRS? If "Yes," attach a detailed description of each activity , 76 X 77 Were any changes made in the organizing or governing documents but not reported to the IRS? 77 X If "Yes," attach a conformed copy of the changes. 78a Did the organization have unrelated business gross income of $ 1 ,000 or more during the year covered by this return? , , , , , , 78a X b If "Yes," has it filed a tax return on Form 9904 for this year? _ 78b N 79 Was there a liquidation, dissolution, termination, or substantial contraction during the year? If "Yes," attach a statement , 79 X 80a Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization? , , , $ TMO 2 Q 80a X b If "Yes, " enter the name of the organization ► and check whether It is LX.J exempt OR Lj nonexempt. 81a Enter direct or indirect political expenditure. See line 81 instructions 81a N :. . b Did the organization file Form 1120 -POL for this year? , 81b N 82 a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than fair rental value? . , , , as so , , , , , , , , , as , , , , , , , , , , , , , , 82a X b If "Yes," you may indicate the value of these items here. Do not include this amount as revenue in Part 1 or as an expense in Part 11. (See instructions in Part III.) , , , , , , 82b 227 469 . ::'5 == 83 a Did the organization comply with the public inspection requirements for returns and exemption applications? , , , 83a . X b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? , 83b N 84 a Did-the organization solicit any contributions or gifts that were not tax deductible? , 84a X b If "Yes," did the organization Include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . , , , , , , a 8 a e 0 a . _ : , - , 84bN:: 85 501(c)(4), (5), or (6) organizations a Were substantially all dues nondeductible by members? 85a N b Did the organization make only in-house lobbying expenditures of $2,000 or less? , 85b N If "Yes" was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a waiver for proxylikowed-�rtfie p`noryeah c Dues, assessments, and similar amounts from members 85c N A d Section 162(e) lobbying and political expenditures 85d . N/A e Aggregate nondeductible amount of section 6033(e)(1 )(A) dues notices . . . . . . . . 85e NjrA f Taxable amount of lobbying and political expenditures line 85d less 85e 85f g Does the organization elect to pay the section 6033(e) tax on the amount in 85f? , , , , , , 85 N h If section 6033(e) ( 1 )(A) dues notices were sent, does the organization agree to add the amount in 85f to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year'? , , 85h NIL 86 501(c) (7) orgs. Enter. a Initiation fees and capital contributions included on line 12 86a . N/A b Gross receipts, included on line 12, forb N/A ublic use of club facilities 86 - P 87 501(c)(12) orgy. Enter. a Gross income from members or shareholders 87a N A b Gross income from other sources. (Do not net amounts due orPa id to other sources against amounts due or received from them.) 876 . . . . . . . . . . . . . . . . . . . . . . . . N A . . . . . . . . . . . . . 88 At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 301 . 7701 -2 and 301 .7701 -37 If "Yes," complete Part IX 89a 501(c)(3) organizations. Enter. Amount of tax imposed on the organization during the year under. section 4911 ► NONE ; section 4912 No. NONE ; section 4955 ► O b 501(c)(3) and 501(c)(4) orgs Did the organization engage In any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year? If "Yes," attach a statement explaining each transaction , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , _ . . _ . . . 89b X c Enter. Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912 , 4955, and 4958 . . . . . . . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . . ► NONE d Enter. Amount of tax on line 89c, above, reimbursed by the organization , , , ► NONE 90 a List the states with which a copy of this return is fled ► NONE b Number of employees employed in the pay period that includes March 12, 2001 (See instructions) , , _ 190b i . 91 - The books are in care of ► MARGO EVANS Telephone no. ► 561 -775 - 9560 Located at ► 9. 995 N MILITARY TRL PALM BCH GARDENS FL ZIP + 4 ► 33410 - 9650 92 Section 4947(a) (1) nonexempt charitable trusts fling Form 990 in lieu of Form 1041 - Check here * . . , , , , , , , , ► and enter the amount of tax-exempt interest received or accrued duringthe tax year ► � 92 � N/A Form 990 (2001 ) JSA 1E1041 2:000 Form 990 (2001 ) 59 -2470479 Pace I Analysis of lncome-Producin Activities See Specific Instructions on page 32 . Note: Entargross amounts unless otherwise Unrelated business income Excluded by section 512 513 or 514 (E) indicated. (A) (g) (0) ( ) Related or Business Exc usion D exempt function 93 Prograrri service revenue code Amount code Amount income - a COUNSELING 4913- 60 b SHELTERS fRE.SIDENCE 196 , 454 c OUTREACH es 820 d ELDER AFFAIRS 164 , 118 e f Medicare/Medicaid payments 99f973 g Fees and contracts from government agencies 862 , 136 94 Membership dues and assessments . . 95 Interest on savings and temporary cash mvestrnerft 96 Dividends and interest from securities . , 14 1 142w261 , 1 � . . . Net rental income or (loss) from -real estate W. a debt-financed property . . . . . . . b not debt-financed property . . . . . 98 Net rental income or (toss) from personal property , 99 Other investment income , 100 Gain or (loss) from sales of assets other than inventory I 18 I 49r736 , 1 101 Net income or (loss) from special events , 1 1 122 , 660 . 1 . 102 Gross profit or (loss) 'from sales of inventory 103 Other revenue: a b THRIFT SALES 5 1 r 935 . . C RENT 16 . 3r900 .1 d MGT SERVICE FEES 114 . 045 . . e 104 Subtotal (add columns (B), (D), and (l)) . . 320 492 . 1 591 706 . 105 .Tota1 (add line 104, columns (B), (D), and (E)) . . . . . . . . . . . . . . . . . . . . . . . I r 912 r 198 , Note: Line 105 plus line Id. Part 1, should equal the amount on line 12, Part 1. Relationship of Activities to the Accomplishment of Exempt Purposes See S ecific Instructions on a e 32 . Line No. Explain how each activity for which .income is reported in column (E) of Part VII contributed importantly to the accomplishment T of the o anization's exempt purposes other than by providingfunds for such purposes). t7MT 21 Information Reciarding Taxable Subsidiaries and Disregarded Entities ee Specific Instructions on page 33 . (A) (s) . (R) (o) Name address, and EIN of c�poration, Peice )oe of Nature of activities Total income wear rtnershi or disregarded entfly ownership interest asseTs OW % off, Information Regarding Transfers Associated with Personal Benefit Contracts See Specific Instructions on page 33 . (a) Did the organization , during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Yes XNo (b) Did the organisation, during the year, pay premiums, directly r. indiret :t(y, on a personal benefit contract? Yes g No Note: if "Yes" to file Form 8870 an Form 4720 see intro on . Under penalf of perjury, I e I that I have examined is ret in$i . ing accom crying schedules and statements, and to th hest of in knowledge and belief, rue, eprrect a co plate. Declaration of ep r (other officer its bas mon all information of which prepare has any kn edge. Please SignL Signature of officer r Date Here Els � lk t , : � . ' Type or print name and title. Preparer's Date Check if preparers SSN or PTIN (See Gen. Instself- M Paidsignat 're , `) * em loved ► 265 - 72 - 8052 PreparerrS Firm's name �pryo rs CALER DONTEN LEVINE ET AL P . A . EIN ► 59 —..2831281 Use Only itself employe ` 505 .SOUTH FLAGLER DRIVE. SUITE 900 Phone address, and P' + 4 WEST PALM BEXCHF FL 33401 no. low 561 - 832 - 9292 Form 990 (2001) Jsok i >=rosin 7 rho MOWN Foran 8868 Application for Extension of Time To File an (December 2000) Exempt Organization Return OMB No, 1545-1709 Department of the Treasury Internal Revenue Service ► File a separate application for each return. • if you are filing for an Automatic 3-Month Extension, complete only Part 1 and check this box e If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part 11 ( on page 2 of this form). Note: Do not complete Part l unless you have already been granted an automatic 3-month extension on a previously filed Form 8868. Automatic 3-Month Extension of Time - Only submit original (no copies needed) Note: Fonn 990•Tcorporadons requesting an automatic 6-month extension - check this box and complete Part / only , , , , , , , ► ❑ All other corporations (including Foran 990-C filers) must use Foran 7004 to request an extension of time to file income tax returns. Partnerships, REM/Cs and trusts must use Form 8736 to request an extension of time to file Form 1065, 1066, or 1041. Type or Name of Exempt Organization CATHOLIC CHARITIES OF THE DIOCESE Employer identification number print OF PALM BEACH INC . 59 -2470479 . Fite by the due Number, street, and room or suite no. If a P.O. box, see instructions, date for filing 9995 NORTH MILITARY TRAIL your return. see instructions. City, town or post office, state, and ZIP code. For a foreign address, see instructions. PALM BEACH GARDENS FL 33410 Check type of return to be filed (file a se arate application for each return): x Form 990 Form 990-T (corporation) Form 4720 Form 990-BL Form 990-T(sec. 401 (a) or 408(a) trust) Form 5227 Form 990-EZ Foran 990-T (trust other than above) Form 6069 Form 990-PF Form 1041 -A Form 8870 • . - If the organization does not have an, office or place of business in the United States, check this box ,- _; _ CEj • If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) _ . If this is for the whole group , check this box lop, ❑ if it is for part of the group , check this box ► and attach a list with the names and EINs of all members the extension will cover. 1 I request an automatic 3-month (6-month, for 990-T corporation) extension of time until 02 /17 2003 to file tate exempt organization return for the organization named above. The extension is for the organization's return for. ► caiendar year or 000e tax year beginning 07 / 01 2001 , and ending 06 /30 2002 2 If this tax year is for less than 12 months, check reason: ❑ Initial return ❑ Final return ❑ Change in accounting period 3a If this application is for Form 990-BL, 990-PF, 990-T, 4720 , or 6069 , enter the tentative tax, less any nonrefundable credits. See instructions , , , , , , , . , , , , , , , , , , , , , ; , , $ b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit , , , , , , , , , , , , , , , , , , , , , , , , , , $ c Balance Due. Subtract line 3b from line 3a. Include your payment with this form, or, if required, deposit with FTD coupon or, if required, by ' using EFTPS (Electronic Federal Tax Payment System). See instructions $ ifi Signature and Vercation . Under penaltiesf perjury, 1 declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and belief it is true, correct, d complete, and that I am authorized repare this form. , 1 Signature ► Title ► CPA Date ► I L W! 0 For Paperw k eduction Act Notice, see Instruction Foran 8868 (12-2000) SSA 1FS054 1.000 - v►Ul O ^ N I I I I to I 0 5� I I I I p�j l • 3 3 o O n En m � i i j ro I d i i ro I z s ' m x 1 I I I I ^ I I 1 I I FOS I a ' 'o" C R. o t I I 1 1 m t! o t I I I �] 1 3 ^ t7 O m �" O I I I 1 1 a (D O 0 1 I 1 I I a N O m f �I m a o I I I I 1 a m 3 I I I I Iy a fD3 = 3. c D o m I 1c =r 1 I ip 1 °06 m C p (�D N 3 I i I i w i 3 a cc 3 1 1 1 1 w I N O O I I I I F-' I w O �. O iEP o I I i i i o O O O c r, N I :: tth 1 I I I I m 1 s o I I I 'il I 1 I I I w '7n p N O < n 3 'O M = p I 1 I t 1 fD I h' 1 I I I 3 '0 m k r..■ I t . 1 t I v► _ I i I I I I 0 c=n fD tp o o N c o I I I I I o . '_ I I I 1 1 = H m •�• v iv n •. 1 I I t � I 1 �(Q H c ♦ I I I I I aS ♦ I I I I I I ' h7 v (Dv UCL —■ (� to o a a � a ? v ° � m I i i fax r0a o ; C cxD a I I I I I ^ y o rv � c e n V m i i i i i g �• �" 3 CL ty w � o m M d I I I 1 I N 'O Fe o w of N m H C ... .r. rt •fl I I 1 I 1 fD m � -� 0 fO� ,2.:.>:::• a . m -. � . 22:5:: ,}'t222222'•v: N 7 A a 2'<2;2t2;<2: 0 � 5C) 622 's.'S2 >: ; 5 M� 'o N >}}:2;,'•:22; i _ S ^ C7 7' n 42i$: 5?G: O W rt '' }}:• O .''•`v. , .. . . .• toto p>t 0 w c i#;<.;{•'•::`�:; .moi til a5'.�. .� ID �• H N 0 0 O . .,,22•:22: >: m 3 S ma to N <•;:. ::;:•: �h u22a,ii<2• I . W m � o 414'.44' % S Tfa3 ''f3 ''• ty N ''•<.�i'•S'r:� it� ? � � � 0 p COL 2}: OD 0 Er 0 _ L 4•. . 245 }4%ry �,I .i}3F•''♦•:v.`2.; (p � 22 rhh.;2; /�/O� (71 7 •::: '2':::•42;•!• r� /A N '.}.}2:'24:!':•{:; �. : . } },;•; 24<;2;:>25,.. � fD ::;;;?<222p+:•:: 01 N O '•:5�'}:•'\y: 3. 1 �. .;24?::5442: 1 d O ^ 40 ;k}., . I Cto yv CD 2z 's 22 OIL :%%2::,; •;,a,;: OD ` :«•: : :: 01 ; .; 2.;2:. ►�; to a jtr w is x•':52:::: h'' }.yy�� • •• •lh2Lti .::•• � Y i Q Schedule A Forrn 990 or 990- 2001 59 - 2470479 Pwe2 Statements About Activities (See page 2 of the instructions . ) Yes No 1 During the year, has the organization attempted to influence national, state, or local legislation, including any attempt to influence public opinion on legislative matter or referendum? If "Yes," enter the total expenses paid or incurred in connection with the lobbying activities ► $ (Must equal amount on line 38, Part VI A, or line 1 or Part VI-B.) 1 _ X Organizations that made an election under section 501 (h) by filing Form 5768 must complete Part VI-A. Other organizations checking "Yes," must complete Part NA-B AND attach a statement giving a detailed description of the lobbying activities. 2 During the year, has the organization, either directly or indirectly, engaged In any of the following acts with any - substantial contributorstrustees directors officers creators k employees, , key or members of their famlies, or with any taxable organization with which any such person Is affiliated as an officer, director, trustee, majority owner, or principal beneficiary? Of the answer to any question is "Yes, " attach a detailed statement explaining the transactions.) a Sale, exchange, or leasing of propel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 a : X b Lending of money or other extension of credit? , „ , 2b X c Furnishing of goods, services, or facili ies? , ow , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 2 c X STMT 22 d Payment of compensation (or payment or reimbursement of expenses if more than $1 ,000)? , 2 d X e Transfer of any part of its income or assets? , , , , , , , , , , , , , , , , , , , , , , , , , , , a 0 2 e X - - -_ — 3 Does the organization make grants for scholarships, fellowships, student loans, etc.? (See Note below.) , 3 X 4 Do you have a section 403(b) annuity plan for your employees? . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 : X Note: Attach a statement to explain how the organization determines that individuals or organizations receiving grants or loans from it In furtherance of its charitable programs 0quafiV to receive pavments. - Reason for Non-Private Foundation Status (See pages 3 through 6 of the instructions.) The or anlzation is not a private foundation because it is: (Please check only ONE applicable box.) 5 X A church, convention of churches, or association of churches. Section 170(b)(1 )(A)O. 6 A school. Section 170(b)(1)(A)@ . (Also complete Part V.) 7 A hospital or a cooperative hospital service organization. Section 170(b)(1 )(A)(ii). B . A Federal, state, or local government or governmental unit. Section 170(b)(1 )(A)(v). 9 L..J A medical research organization operated in conjunction with a hospital. Section 170(b)(1)(A)(i). Enter the hospWs name, city, and state ► . . . . . . . .. . .. ... ---- - - 1 o F"I An organiiation operated for the benefit of a college or university owned or operated by a governmental unit. Section 170(b)(1 )(A)('iv). (Also complete the Support Schedule In Part IV-A.) 11 . F-1 An organization that normally receives a substantial part of its support from a governmental unit or from the general public. Section 170(b)(1 )(A)(vl). (Also complete the Support Schedule in Part IV-A.) 11 b 8 A community trust. Section 170(b)(1 ) (A)(wl). (Also complete the Support Schedule in Part IV-A.) 12 An organization that normally receives: (1 ) more than 33 113% of its support from contributions, membership fees, and gross receipts from activities related to its charitable, etc. , functions - subject to certain exceptions, and (2) no more than 33 1 /3% of its support from gross investment income and unrelated business taxable income gess section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Also complete the Support Schedule in Part IV-A.) 13 Q An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in: (1 ) fines 5 through 12 above; or (2) section 501 (c)(4), (5) , or (6), If they meet the test of section 509(a)(2). (See section 509(a)(3).) Provide the following information about the supported organizations. See pacle 5 of the instructions. (b) Line number (a) Name(s) of supported organization(s) from above - 14 An organization organized and operated to test for public safety. Section 509(a)(4) . (See page 6 of the instructions.) Schedule A (Form 990 or 9904E4 2001 Schedule A Form 990 or990-EZ 2001 59 -2470479 as Page 3 Support Schedule (Complete only if you checked a box on line 10, 11 , or 12.) Use cash method ofaccourrtfng NOT APPLICABLE Note: You may use the worksheet in the instructions for comertfn from the accrual to the cash method of accountin . Calendar year or fiscal year beginning in (a) 2000 b 1999 c 1998 d 1997 a Total 15 Gifts, grants, and contributions received. (Do not include unusual grants. See fine 28.) - 16 Membership fees received • • 17 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable etc. , pu ose . 18 Gross Income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable Income (less section 511 taxes) from businesses acquired by the organization after June 30 1975 19 Net income from unrelated business activities not included in fine 18 20 Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf 21 The value of services or facilities furnished to the organization by a governmental unit without charge. Do not Include the value of services or facilities generally furnished to the public without charge 22 Other income. Attach a schedule. Do' not Include gain or (loss) from sale of capital assets 23 Total of lines 15 through 22 see sees as 0 a 24 Line 23 minus line 17 . a 0 0000 . . . . . 00 . . . . . . . . . . . . . . .. . . . .. . .. ... . . . . . . . . 25 Enter 1 % of line 23 26 Organizations described on lines 10 or 11 : a Enter 2% of amount in column (e), line 24 VQT, AV3?4TC LP;4i 26a b Prepare list for your records to show the name of and amount contributed by each person (other than s governmental unitor publicly supported organization)on) whose total gifts for 1997 through rou9 h 2 000 exceeded the - 0000 .. . . . . .. . . . . ... . .. .. . . . . . . . . amount shown in line 26a. Do not file this list with your retum. Enter the total of all these excess amounts , , ► 26b c Total support for section 509(a)(1 ) test: Enter line 24, column (e) 110 26c . . . . . . . . . . . . . • . . . . . 0 . . 00 . 0 . . . d Add: Amounts from column a for fines: 18 19 ( ) 00,0 0 ..0000 . . . . . . . . . . .. ... . .. .. . .. .. . . 22 26b , ► 26d e Public support (line 26c minus line 26d total) , , , , , , , , ; ► 26e f Public support percentage (line 26e numerator divided by line 26c denominator . ► 26f % 27 Organizations described on line 12 : a For amounts included in lines 15, 16, and 17 that were received from a "disqualified person," prepare a list for your records to show the name of, and total amounts received in each year from, each "disqualified person." Do not file this list with your return, Enter the sum of such amounts for each year. (2000) - - - - - - - - - - - - - - - - ( 1999) _ _ _ — _ — _ - - _ - - - _ - - - - _ ( 1998) _ _ — NOT APPLICABLE . ( 1997) - - - _ - - - - _ _ _ _ - - b For any amount included in line 17 that was received from each person (other than "disqualified persons"), prepare a list for your records to show the name of, and amount received for each year, that was mon: than the larger of (1 ) the amount on line 25 for the year or (2) $5 ,000. (Include in the list organizations described in lines 5 through 11 , as well -as. individuals.) Do not file this list with your return. After computing the difference between the amount received and the larger amount described in (1 ) or (2), enter the sum of these differences (the excess amounts) for each year (2000) - - - - - - - = - - - - - - - - ( 1999) - - - - - - - - - - - - - - - - - - _ ( 1698) - - - - - - - - - - - - - - - - - - - (1997) - - - - - - - - - c Add: Amounts from column (e) for lines: 15 16 17 20 21 • . . • . . • ► 2 7 c d Add: Line 27a total and line 27b total , . . . . . . ► . 27d e Public support (line 27c total minus line 27d total) - - - - - ► 27e f .Total support for section 509(a) (2) test: Enter amount on line 23, column (e) . . . . . ► 27f g Public support percentage (line 27e (numerator) divided by line 27f (denominator)) c . . . • • . . . . . ► 1 27 1 % h Investment income percentage line 18 column a numerator divided by line 27f denominator 27h . % 28 Unusual Grants: For an organization described in line 101 11 , or 12 that received any unusual grants during 1997 through 2000, prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant. Do not file this list with your return. Do not include these grants in line 15. Schedule A (Form 990 or 990-FS) 2001 .MA m 0 pl -sL r r • O Iv!'{ O N N dd OI N :•aid ii . •::l.i�i �r: filer. W �Q •Q ✓ $ W ulM M M M %+ 4� O N M WN m M •tL M M M M M M : M 0 p� X XM M � Ol • � 1 I 1 1 rn . I I I C I I 1 o v L m i i i i • E . � E i i ; ; ; E U C y N E v 7iJ I 1 I I I o m I I I I C 0 .0 1 I I c rn w ' v o ; � i i i i • � • a i i ; ; ? i i i c m a +� D • o p i i i i 'm d a o fi ; ° 1 I 1 1 '� i i N i i i U) m o I I I 1 p , O a E 0 ' w I I I I . � ro I 1 m I I I o m N n U ` ._ I I 1 I d m 1 1 ; t I I 1 �• c ro m • d m I I 1 I o o 1 I U I I I C cd , C0 4) ;L m ,'� � m mtz o ro • o iu . co ' cS i i i i 3 E ; o n a ' °E' Ez to C 'D ' a v ' t s �' • I I I 1 ro N E N I 1 N 1 1 I m O ; o = aNi I I I 1 • a o i i E OT3 �.., — O ti 1 1 1 I �p m U O 0 I 1 1 +N' 3 • c` a ni i i i ; Cc°' m` «o ai . v; : o i i ; U C 13T E Om � U N d I 1 I I U a% N a� v•py1.. =Vvvl0!l °Oc`-aE',. �E cc tON ;;• c•Q>�` "` ai 1iI iIiI Ii1I IIiiI ?� vC ' ; � Lo ; 0 .=y0.. 1II111 1II1(I t-3�� ; ; N "ys jIiIi i1ii IijIiI cc. n0mc` ••yNorom _rat3m�m •aU`(`CCm 00a a mN I 1 1" I o0.>c o m Qoroo tmm �' U co ?:% o> v o o c o w c c0 ! o Vm o 1 I 1 m • c M cL. i i i iN c • >o. = N 0 U 'c OO o4) O U pN c m 1 I m C UwO N U(n N O O C O ►+C O 4. 7 N U I I a) E NI I> [ o po o o C - Up C y E ma R o Ci U L. . ' � n 4Co .A m % o om n um aC CL ui p - a 0) w0E0 Z E 4) to O oo O p 1 CA*' Z 'NU .c ro om U 07 ' I I .mo o m N °0 ;F3 cj c _d > y U C m _o`d� vac ON +arl CyU II1Ii1 II111iI I1IIIIi 1IIII1i NN Am 2O C •UV d3 U•ONo . �.V0 ' N) ; cZUcy f "Otcm ntN O E U L CCN O ; N O pUOO •p N 7C 1 SE C •= rn - o ov a m ` o o oA N O Z cvc E 4) m ° mtn QYo`i mem o m � i v o 0 0o a m m roy 1 i I tm _ m t N 1 1 Irnm o o ) a 0 (a 0) ,� aom yo G C aI . NC)IL E m o :s M o> O iM a co ro 4) CL E 0 " m NaN ` N a 1 1 1 f3 ' O 4O O O p N m U Gl Ew � � I I I 1 o N m pp a N w o 1 O U O N I 1 I O o` - fA W U _ I �N ) to N M M Co M M dto Schedule A Form 990 or 990- 2001 59 -2.470479 Page 5 Lobbying Expenditures by Electing Public Charities (See page 9 of the instructions.) (To be completed ONLY by an eligible organization that filed Form 5768) NOT APPLICABLE Check ► a if the organization belongs to an affiliated group . Check ► b if you checked "a" and "limited control" provisions apply. a Limits on Lobbying Expenditures Affiliated group To be completed totals for ALL electing (The term "expenditures" means amounts paid or incurred.) organizations 36 Total lobbying expenditures to influence public opinion (grassroots lobbying) , , 36 37 Total lobbying expenditures to influence a legislative body (direct lobbying) 37 38 Total lobbying expenditures (add lines 36 and 37) , , , , , , , , , , , , , , 38 39 - Other exempt purpose expenditures , • , , , , , , , , , , , • , , • , 39 40 Total exempt purpose expenditures ( add lines 38 and 39) 40 41 Lobbying nontaxable amountEnter the amount from the oIlowin table _ If the amount on line Is The lobbying 9 nontaxabletoxabl amountunt is - o N t o er $ 000 50D 0 2 % of thea amount unt on line 40 Over 0 0 e — - r 5 0 00 b o over$ but not 00 0 0 0 $1 D DO 10 00 plus$ 15 /o of the excess over 5 0 000 - xc o 0 P , Over $1 , 000,000 but not over $1 , 500,000 , , $175, 000 plus 10 % of the excess over $1 ,000,000 41 0 Over $1 , 500,000 - - Ov b o ov ut n t over 5 0 0 $22 0 5 h of e s the excess over 1 500 000 $ ve $ 17, 000 , 000 _ O r 000 1 000 - 42 Grassroots nontaxable amount (enter 25% of line 41 ) , , , , • • 42: 43 Subtract line 42 from line 36. Enter -0- if line 42 is more than line 36 _ 43 44 Subtract line 41 from line 38 . Enter -0- if line 41 is more than line 38 44 Caution: 's there I f r f an amount o m of n >'e ' theri e 43 0 I n r line 44 0 us e o u must file F rm 472 0. 4-Year Averaging Period Under Section 501 (h) (Some organizations that made asection 5011ity electroorj tlo not- have to complete all-ofthe five columns- below, - See the instructions for lines 45 through 50 on page 11 of the instructions. Lobbying Expenditures During 4-Year Averaging Period Calendar year (or fiscal (a) (b) (c) (d) (e) year beginning in ► 2001 2000 1999 1998 Total Lobbying nontaxable 45 amount Lobbyingceiling amount - - - 46 150 ,G of line 45(e)) - 47 Total lobbying ndiitures Grassroots nontaxable 48 amount Grassroots ceiling amount 49 (150% of line 48(e)) Grassroots lobbying 50 a enditures . . Lobbying Activity by Nonelecting Public Charities For reporting only by organizations that did not complete Part VIA See page 12 of the instructions . During the year, did the organization attempt to influence national, state or local legislation, including any Yes No Amount attempt to influence public opinion on a legislative matter or referendum, through the use of. a Volunteers _ X r • • • • • X b Paid staff or management ( Include compensation In expenses reported on lines cthrou through . . . . . . . .. . . . c Media advertisements . d Mailings to members, legislators, or the public , , , , , , • , : . , , , , , , , , , , , , X e Publications, or published or broadcast statements • , • , , , , ; , , , , X f Grants to other organizations for lobbying purposes g Direct contact with legislators , their staffs, government officials, or a legislative body • , X h Rallies, demonstrations , seminars, conventions, speeches, lectures, or any other means X I Total lobbying expenditures (add lines c through h .) , , , , , , , , , If "Yes" to any of the above , also attach a statement giving a detailed description of the lobbying activities. Schedule A (Form 990 or 990-EZ) 2001 JSA t E 1240 2. 000 Schedule A Form 990 or 990-EZ) 2001 59 -247.0479 Pae 6 Information Regarding Transfers To and Transactions and Relationships With Nonchari able Exempt Organizations (See page 12 of the instructions.) 51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501 (c) of the Code (other than section 501 (c)(3) organizations) or in section 527 , relating to political organizations? a Transfers from the reporting organization to a noncharitable exempt organization of Yes No (() Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . 51a1 X (11) Other assets . . . . . . . . . . . . . . . . . . . . . . . . . . aril) x b Other transactions: (l) Sales or exchanges of assets with a noncharitable exempt organization , , , , , , , , , , , , , , b X (ii) Purchases of assets from a noncharitable exempt organization , , , , , , , , , , , , , , , , , , , , , , , , b I X (Iif) - Rental of facilities, equipment, or other assets , , , , , , , , , , , , X (iv) Reimbursement arrangements , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , Rbv X (v) Loans orloanguarantees . , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , X (vQ Performance of services or membership or fundraising solicitations , , , , , , , , , , , , , , , , , , , , , X c Sharing of facilities, equipment, mailing lists, other assets, or paid employees , , , , , , , , , , , , , , , , , , , X d If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting organization. If the organization received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received: (a) (b) (c) (d) Line no. Amount involved Name of noncharitable exempt organization Description of transfers, transactions, and sharing arrangements N/A 52A Is the organization directly or indirectly affiliated with, or related to , one or more tax-exempt organizations described in section 501 (c) of the Code (other than section 501 (c) ( 3) ) or in section 527? , , , , , , , , ► ❑ Yes ❑X No b If "Yes," complete the following schedule: (a) (b) M Name of organization Type of organization Description of relationship N/A jsn Schedule A (Form 990 or 990 -EZ) 2001 I E1250 2.000 Schedule B Schedule of Contributors OMB No. , sas-ooa7 (Form 990, 990-EZ9 or 990-12F) Supplementary Information for � 00 1 Department of the Treasury line 1 of Form 990 , 990-EZ and 990 -PF (see instructions) Internal Revenue Service Name of organization Employer identification number CATHOLIC CHARITIES OF THE DIOCESE 59 -2470479 Organization type (check one): Filers of: Section: Form 990 or 990-EZ ® 501 (c)(3 ) (enter number) organization ❑ 4947(a)( 1 ) nonexempt charitable trust not treated as a private foundation ❑ 527 political organization Form 990-PF ❑ 501 (c)(3) exempt private foundation ❑ 4947(a) ( 1 ) nonexempt charitable trust treated as a private foundation ❑ 501 (c)(3) taxable private foundation � . - - -- -- ------ ---- ---- Check if your organization is covered by the General rule or a Special rule. (Note: Only a section 501 (c)(7), (8), or (10) organization can check box(es) for both the General role and a Special rule - see instructions.) General Rule - ❑. For organizations filing Form 990 , 990-EZ, or 990-PF that received , during the year, $ 5, 000 or more (in money or property) from any one contributor. (Complete Parts I and II.) Special Rules - 0 For a section 501 (c)(3 ) organization filing Form 990 , or Form 990-EZ, that met the 33 1 /3 % support test of the regulations under sections 509( a)( 1 )/170(b )( 1 ) (A) (vi) and received from any one contributor, during the year, a contribution of the greater of $5 , 000 or 2% of the amount on line . l of these forms. (Complete Parts i and II .) ❑ For a section 501 (c)(7) , (8) , or (10) organization filing Form 990 , or Form 990-EZ, that received from any one contributor, during the year, aggregate contributions or bequests of more than $ 1 , 000 for use exclusivelyfor religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. (Complete Parts I, 11, and III .) ❑ For a section 501 (c)(7) ; (8) , or ( 10) organization filing Form 990, or Form 990-EZ, that received from anyone contributor, during the year, some contributions for use exclusively for religious, charitable ; etc. , purposes , but these contributions did not aggregate to more than $ 1 , 000 . (If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable , etc. , purpose . Do not complete any of the Parts unless the General rule applies to this organization because it received nonexclusively religious, charitable , etc. , contributions of $5, 000 or more during the year.) . . . . . . . . . . . . . . . . : . . . . . . . . . . . . . . . . . . . . . . ► $ Caution: Organizations that are not covered by the General rule and/or the Special rules do not file Schedule B (Form 990, 990-EZ, or 990-PF) but they must check the box in the heading of their Form 990, Form 990-EZ, or on line 1 of their Form 990-PF, to certify that they do not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). Schedule B (Form 990, 990-EZ, or 99"F) (2001) JSA Schedule B (Form 990 or 990-EZ)(2001 ) Page 2 If a section 501 (c) (7), ( 8) , or (10) organization Part II. In column (a), show the number that received contributions or bequests for use exclusively corresponds to the contributor's number in Part I. for religious, charitable, etc., purposes (sections Describe the noncash contribution fully. Report on 170(c)(4) , 2055(a) (3 ) , or 2522(a)(3)) - property with readily determinable market value (i. e. , List in Part I each contributor whose contributions market quotations for securities) by listing its fair total more than $ 1 , 000 during the year that were for a market value (FMV). For marketable securities religious, charitable , etc. , purpose. To determine the registered and fisted on a recognized securities $ 1 , 000 , aggregate all of a contributor's gifts for the exchange , measure market value by the average of the -- year-(regardless of amount). For a noncash highest and lowest quoted selling prices (or the contribution, complete Part II. average between the bona fide bid and asked prices) on the contribution date . See Regulations section All section 501 (c)(7) , (8), or ( 10) organizations that 20 .2031 -2 to determine the value of contributed stocks received any charitable contributions and listed any and bonds. When market value cannot be readily charitable contributors on Part 1 must also complete determined , use an appraised or estimated value. To Part III. determine the amount of a noncash contribution that is If a section 501 (c)(7), (8) , or ( 10) organization subject to an outstanding debt, subtract the debt from received charitable gifts, but is not required to list any the property's fair market value. charitable contributors on Part I , check the box on line Part A Section 501 (c)(7) , (8) , or ( 10) organizations that A at the top of Schedule B (Form 990 or 990-EZ) and received contributions or bequests for use exclusively enter the amount of charitable contributions received in for religious, charitable , etc. , purposes must complete the space provided. The organization need not Parts I through Ill for those persons whose gifts totaled complete and attach Part III, more than $ 1 , 000 during the year. Show also , in the heading of Part III , total gifts that were $ 1 , 000 or less Specific Instructions and were for a religious, charitable, etc. , purpose. Note: You may duplicate Parts 1, 11, and 111 if more Complete this information only on the first Part Ill copies are needed. Number each page of each Part, page, a n column (a7�ldefitif`yAM— fis t contributor listed -� If na -amount is set-aside for a religious, charRable; as no. 1 and the second contributor as no. 2, etc, etc. , purpose , show in column (d) how the amount is Number consecutively. Show the contributor's name, held (e .g. , whether it is mingled with amounts held for address, aggregate contributions for the year, and the other purposes) . If the organization transferred the gift type of contribution ( e . g . , whether an individual, to another organization , show the name and address payroll, or noncash contribution) . Report payroll of the transferee organization in column (e) and explain contributions by listing the employer's name, address, the relationship between the two organizations. and total amount given (unless an employee gave enough to be listed individually). Schedule B (Form 990 or 990-EZ) (2001 ) JSA asr (LOOZ) (=Id-O6Sjo "3-066 lose wio3) S aInPa4oS ( •uogngl.}uoo yseouou a 9Z6EE Za JR0vaq xpmuoS S1 0Jay441 II Ped a;aldwoC)) 4sMuoN ZSO 961 (AMI xnxmm 009Z IIOJABd % uosaad E,Z moo Hovas 71' va ao xvA QmI11II ve uopngl�;uoo jo adAl suol;ngiuuoo a;e6a� 66y b + d1Z PUB ssaJPPe 'auaeN 'oN (P) {a) (q) (e) ( -uoign gl4uoa yseouou a 08VES Z3 HD*d'as 7rI*dd . sl ajat4J' II ;Jed a;aldwoo) 4seauoN • 00E T8 MoH maK0000 31s IlojAed uosJad sssHo IZlrrDMOD Hous MEW EZ . uopnglguoa jo ads jL suol3ngI4uoa apbsjl56d V + dIZ PUB ssaJPPe 'aweN 'oN . (P) (a) (q) (e) (-uognqu;uoo yseouou a OTpEE 'Ia JsNaauvv Hzrwaia 7�Mcl sl aJay; A 11 Ved a;aldwoo) 4seauoN ' SS6 Z6E 099601 XOE Od IlOJAed x uosJad Hous PTWCI ao sssoola uopnglj4uog jo ads jL suol;ngj uoo 84e68i66y V + d1Z PUB ssaJPPe 'aweN *ON (P) (a) (q) (e) ( •uognqu;uoo yseouou a E96ZE Z3 JEDYMM oua& S! aJay; ;l II fed a;aldwoo) 4seauoN ' OOS EL WWI s I a 009 IlOJAed uosJad How= OI'Ioamvz S .Sbuo a'IOH LT uopngluuoo jo ad¢l suopngµluoo a;e6ai66y ti + dIZ PUB ssaJPPe 'aweN *ON (P) (a) (q) (e) ( -uol;ngluuoo yseouou a 61VES MEH:)Vza ItmaTAIZi SI aJaLa )I !I 31ed a;aldwao) 4seauoN • 000 OS 9ZL6 XOIE ' Old Il0JAed uosJad :)xl molivamma STM r xtxvuj L uognglr;uoa jo adAl suol;ngpuoo a;eft MV b + dIZ PUB ssaJPPe 'aweN 'ON (P) (a) (q) (E) ( -uol quIN;uoo 4seouou a EVOOT I )M0a NSH<+i sl 8JGL4A p IJed a;aldwoo) 4seauoN ' 388 TS Zi o a craEZ I+mums (HES SSVX EST Ilou(ed g uosJad ITdDmx H'IsvmiuvHo HOSKOHIS H13sKZI'I3 9 uogngp;uoo jo ads jL suopngl.4uoo a;e6au66y b + dIZ PUB ssaaIPPe 'aweN 'ON (P) (a) (q) (e) ('suogpn su( 0(,)I,Oadg aag) sjoVnqu4uo0 6LVOL6Z- 69 aszoOI( sZ ao sHISIu'HO OIZOHIVO jagwnu uopeogpuap( M&Idura uopeAURWO 10 aweN I Ped to o3 a6ed (Loot) (dd-ow jo lZ3-o6S lose uuo=[) 9 aloPa4oS Schedule B (Form 990, 9g0-EZ, or gg0-pF) (2007) Page _ to _ df part I Name of organization Employer identification number CATHOLIC CHARITIES OF THE DIOCESE 59 -2470479 i . Contributors (See Specific Instrucfions) (a) (b) (c) (d) No. Name, address and ZIP + 4 Aggregate contributions Type of contribution 28 UNITED WAY OF INDIAN RIVER COUNTY Person X Payroll PO SOX 1960 62r000 * Noncash (Complete Part 11 if there is VERO BEACH FL 32961 a noncash contribution.) (a) (b) (c) (d) No. Name, address and ZIP + 4 Aggregate contributions Type of contribution 31 DIOCESE OF PALM BEACH Person X Payroll PO BOX 109650 793 , 560 . Noncash ( Complete Part II if there is PALM BEACH GARDENS , FL 33410 a noncash contribution. ) (a) (b) (c) . (d) No. Name, address and 710 + 4 Aggregate contributions Type of contribution Person — — - Payroll Noncash (Complete Part Il if there is a noncash contribution.) (a) (b) (c) (d) No. Name, address and ZIP + 4 Aggregate contributions Type of contribution Person Payroll Noncash (Complete Part II ifthere is a noncash contribution.) (a) (b) (c) (d) No. Name, address and ZIP + 4 . Aggregate contributions Type of contribution Person Payroll Noncash (Complete Part li if there is a noncash contribution.) (a) (b) (Cl (d) No. Name, address and ZIP + 4 Aggregate contributions Type of contribution Person Payroll Noncash (Complete Part II if there is a noncash contribution .) Schedule B (Form 9900 990-E7, or 990-PF) (2001) JSA SCHEDULE D Capital Gains and Losses OMB No. 1545-0092 ( Form 1041 ) Department of the Treasury ► Attach to Form 1041 (or Form 5227). See the separate instructions for 2@0 1 Internal Revenue Service Form 1041 or Form 5227 . LLSS Name of estate or trust Employer identification number CATHOLIC CHARITIES OF THE DIOCESE 59 - 2470479 Note * Form 5227 filers need to complete only Parts I and Il. Short-Term Capital Gains and Losses we Assets Held One Year or Less (a) Description of property (b) Date e Cost or other basis Gain or - o c Date sold ( ) (��) • - (Example,- 100 shares 7 .S at (d) Sales price : :>:; :<:»>::>:s>:::::: >:;::;<•-::<::> '<:::>: referred of r Co. mo_ da (mo: , day, yr.) (see page 29) col. less col. e 1 - 40 000 . 41 081 . — 1 081 . '? - SEE STATEMENT 1 - zShort-term capital gain or (loss) from Forms 4684 , 6252 , P781 , and 8824 . . . . . . . 2 3 Net short-term- gain (loss) from partnerships,P s� Scor corporations,s, and •othe r _ estates or trusts . . . . . . . . . . . . . 3 a snort-term capital loss carryover. Ent er the amount d an from line 9 of th - - - - 2000 Capital Loss CaRYover orksh eet . . . . . . . . . . . . . . . . . . - _ 5 Net short-term gain or noss . Combine lineses 1throu9n 4 in column (f) ,. Enter here and on line 14 below 1 081 . - . . Long—Term—Capital—Gains and Losses - Assets_ Held_. More _Than_One- Year _—. . w (a) Description of property (b) Date (9) 28% Rate Gain (Example, 100 shares 7% acquired (c) Date sold d Sales price (e) Cost or other basis (f) Gain or (Loss) or (Loss) referred of 2 Co. mo. da (mo., day, yj ( ) P� (see page 29) col. less cote . • see instr. below 6 SEE STATEMENT 2 500 583 . 449 766 . 50 817 . NONE 7 Long-term capital gain or (loss) from Forms 2439 , 4684 , 6252 , 6781 , and 8824 , , , 7 8 Net long-term gain or (loss) from partnerships, S corporations, and other estates or trusts 8 9 Capital gain distributions , , , , , , , , , , , , , , , , . . . . . . . . . 9 10 Gain from Form 4797, Part f • , . . . , . , . . . . . . . . . . 10 11 Long-term capital loss carryover. Enter in bath columns (f) and (g) the amount, if any, from line 14 , of the 2000 Capital Loss Carryover Worksheet 12 Combine lines 6 through 11 in column (g), , , , , , , , 9 2 Enter ' column Ent ' s 6 through 11 In s Combine lines thr - os m nor I 3 et long-term gain 9 (fl • - 1 N 1 9 g (loss). e here and on fine 15 below . , ► ri, 3 5 0 17 . = *28% rate gain or loss includes all "collectibles gains and losses" ( as defined on page 30 of the instructions) and up to 50% of the eligible gain on qualified small business stock (see page 28 of the instructions). Summa of . Parts I and 11 (1 ) Beneficiaries' (2) Estate's (3) Total Summary (see page 30) or trusts 14 Net short-term gain or (loss) (from line 5 above) , , , , , 14 —1 081 . 15 Net long -term .gain or (loss): a 28 % rate gain or (loss) (from line_ 12 above) , , , , , , , , , , , , , , 15a b Unrecaptured section 1250 gain (see line 17 of the worksheet on page 31 ) . . . . . . . . . . . . . : . . . . . . . . . . . . . . 15b c Total for year (from line 13 above) , 156 50 817 . 16 Total net gain or (loss). Combine lines 14 and 15c ► 16 49r736 * Note: if line 16, column (3), is a net gain, enter the gain on Form 1041, line 4_ if lines 15c and 16, column (2), are net gains, go to Part V, and do . not complete Part IV. If line 16 column (3) is a net loss complete Part IV and the Capital Loss Carryover Worksheet as necessary. For Paperwork Reduction Act Notice, see the Instructions for Form 1041 , Schedule D (Form 1041 ) 2001 JSA N 1Qyn eL° V Id p c LO V C 0 0 w = Sul m a, O a 4C ad n 0 M �?i<� � � �i�i�3iri � '� % ';'• tit : ;:::i::'•:::::•+.::; t$;.•;:: �:r;:r:��:C%';;:2•: v . M . :.: • •:: •::::::::::. ;�::.tai F::;:•;•>•e: . M . . . . . . . . . . . . . . . . ::.. . . •::.: ::::. :::::. . :. . . . . . . . . . . C h tQ C ai •s: ! "'' ' • C w . N Ic y N aI • C a o ; rn ; c ;;:> ma a CL N C # `• i i;i I 10 p i,i r N N O M O Q) h •; S':.'::;>o-rS; :,:',::; N • N 7 N N N i;i •::,..,.,; ;, . . N M N a) CO C4 cq ::: ;:; ::.; . ... N .0 t0 O O d ° _ m N cx y a' n 0 `w U C N N Y c M ; [r . in Ns o e) .E I— Nas : � c • 9 � 0`03 : LLJ N 4� O E •O .-. N N r H �N., • • t0 • • 0 10 r•" C �' O o C C NN C C N C v- N N Dl V N CZ h ELL ; W N ►- !' a) N Q al a) O a) t O w •x C O N C 7 N Ihll yy N • a0 G ; N C ; ♦+ , a0 Q. U = N r M O O o 0 lQ O O _ O d N N N G o U a0. • a - : V e- `O ` O N N .q" N '.. U to a) C oZ -z ,C C O C d. N N E t a C _ h O o o c : c ° C N so N c O M •� a) .0 N N .- t0 N o 0 ° O N N C •O N C • - � w = LL N o" o v- G C N •N UO C C C ' � ; V O t� O E ' . ` N eco ° ` LL a 0 C6 o ; 0 M � � �► o � .. `o E � � E V E "' O N ` O E •- c ° a1 N N f0 •= d C ' N N >. (O o^ N N ao O M O M ° O! ++ C N •� N E m J W • ' y wr CIAC N ° O E= N C C a1 m C = G N . f0 N C v a) ..S 'D lb E 7 a7 C E O a) _ N t y+ ,N O E ' = :t M •C _ � C C C _ OR m a) O 41 'A ;; 0 O, n. E a "' "- + p EE E +• ' + - '" o E L C M o E O - E D V._ L , C t O J N C : A ? .��. 0 La C .F• •i o L OU' ! +w. ' •°k N •w o, V �. ,� >, o ° +r M L'• . (� . C o V V O C p 0 N N x O C O N '� N a aD co o ,� d M O) O ff C ( C W N ° `� m a) +49 R Ol 10 I +O a) C b N M c b O M �P N x K 0 000 = y � 0 ° H C c c 0 N y � ; >. 0 E a� c 0 o E E {1L (o a) Co C a W C C O N /0 N p V .00. N O O ~ �' yam.. f0 Ul O j J +' ° N N .0 N V N N N _ .� _ E N N 46 C Ul 0 l0 C z M h 3 °' E m m 0 'C or m � a� . . >. co >. ro a :: :: 0 co 2 c b Y a s 0 ►. n _ d o 0 0 0 d c c c 0 > > rn a E _ �- c c m `o "c > > + x .o 0 W A a O W W `�- . (n co U. C W w W (q W rr I W .� co 3: LL LL w Q 4L Iro L w Z w N � ' a0 Q! O r N M +t} N to h a0 0/ p LL e� N M s1• Yf 10 t� ao co � ' T- N N N N N N N N N N M t'M C7 M M M M M 0 E CATHOLIC CHARIT. IES , OF THE DIOCESE 59 - 2470479 chedule D Detail of Short-term Capital Gains and Losses Date Date Gross Sales Cost orOther Short-term Description. Acquired Sold Price Basis Gain/Loss i ;APITAL GAINS LOSSES FROM SECURITIES FEDERAL NATIONAL. MTG ASSOC - 40 000 03 13 2001 02 / 11 /2002 40 000 . 41 , 0810 - 1 081 . DOTAL CAPITAL GAINS LOSSES FROM SECURITIES I 40 , 0000 41 081 . - 1 , 081 . I I • I I I j j L I j ' 1. I I i r I Totals 40100001 41 081 . - 1 oel . JSA I% 1 FO971 1 .000 .TCinr unr7P 11 / 1 / 9nna 1 ,4 * l n - n9 vni - s rA25o 43 STATEMENT 1 CATHOLIC CHARITIES OF THE DIOCESE 59 - 2470479 Schedule D. Detail of Long-term Capital Gains and Losses Date d, ate Gross Sales Cost or, Other Long-term Description Ac uired Sold Price Basis Gain/Loss ;APITAL GAINS LOSSES FROM SECURITIES AT & T WIRELESS SERVICES INC - FRACTIONS 02 / 20 / 1998 07112 / 2001 12 . 21 . FINANCING CORPORATION CPN FICO. STRIPS 56 . 000I 09 18 1998 08 / 0j / 2001 56 , 0000 49 . 393 . 6 607 . FEDERAL HOME LOAN. BANK STRIP - 20 r 000 08 /25 / 1999 11 / 0 2001 18 . 330 . 15 , 243 . 3 087 . FEDERAL HOME LOAN BANK STRIP - 42 , 000 08 / 25 / 1999 11 / 08 / 2001 38 , 4940 32 011 . 6 483 . GOVT SECURITIES TRUST J 1 - 20r000 08 / 2001 11 / 0t 2001 18 670 . 15 , 636a 30034o GOVT TRUST CERTIFICATES - 14 000 08 / 25 / 1999 11 / 0t / 2 .001 13 , 0690 10 , 945a 2 r 124 . GOVT TRUST CERTIFICATES - 12r000 08 / 25 / 1999 11 / W2001 2001 11 578 . 10 016 . 1 562 . GOVT TRUST CERTIFICATES - ' 9 000. 08 / 25 / 1999 11 / 0t / 2001 8 , 401 * 7r036 . 1 365 , CERTIFICATES ACCRUAL TREASURY SER A - 54 000 08 / 25 / 1999 11 / 08 / 2001 54 000 . 48 110 . 5 890 . FEDERAL HOME LOAN MORTGAGE CORP - 02 28 1998 03 / 2-6 / 20 -0 .2 50 000 . 52 000 . - 21000 * CERTIFICATES ACCRUAL TREASURY SER H - 30 00.0 I 08 / 25 / 1999 05 15 2002 30 0.00 , 25 811 . 4 189 . GOVT BACKED TRUST - 27 000 08 / 25 / 1999 05 / 15 / 2002 27 00. 0 . 23 215 . 3 785 . GOVT TRUST CERTIFICATES - 1F000 08 / 25 / 1999 05 / 15 / 2002 1 IF 000 . 860 . 140 . GOVT TRUST CERTIFICATES - 50 , 000 08 25 1999 05 / 18 / 2002 . 49 , 278o 41 r 733 . 7r5456 AT & T CORP - 50 02 / 20 / 1998 05 / 11 / 2002 633 . 1v6450 - 1 , 012 . AT & T CORP - 150 06 / 25 / 1998 05 / 111 / 2002 1 899 : 4 612 . - 2 713 . AT & T CORP - 200 06 / 20 / 2000 05 1 '7 2002 2 533 . 5 379 . - 2 . 846 . FINANCING: CORPORATION CPN FICO STRIPS 65 000 08 / 25 / 1999 05 / 1 2002 57 811 . 471557 * 10 254 . LUCENT TECHNOLOGIES INC . - 2.00 06 / 25 / 1998 05 / 11 / 2002 923 . 7 679 . - 6 , 756 * GOVT TRUST CERTIFICATES - 63 , 000 08 25 1999 . 06 / 01 / 2002 60 952 . 50 864 . 10 088 . TOTAL CAPITAL GAINS LOSSES FROM SECURITIES . 500 583 . 449 766 . 50 817 . Totals f 500 583 . 449 766 . 50 817 . JSA ` f 1F09701 .000 1JS3DF H073 11 / 16 / 2002 13 : 10 : 09 V01 - 6 CA250 44 STATEMENT 9 EN CATHOLIC CHARITIES OF THE D OCESE 2001 Description of Property 59 -2470479 GENERAL DEPRECIATION DEPRECIATION Date ftmUnadjusted 179 ex . I Ending placed in Cost Bus, reduction Reduction Baslsfor Accumulated Accumulated Me- MA' Current-year Asset description service or basis % in basis in basis depreciation de reci'ation de reclation Conv. Life c ass class ext 79 C depreciation FURNITURE 6 EQUIP 435 825 . 100 . 000 435 825 . 302 62 . 342 239 . SL 5 . 000 VEHICLES AR 170 048 . . 100 . 000 39 477 . 17'0 048 . 78 8I_ 94 . 107 273 , SL 5 . 000 28 379 . ft BUILDING IMPROVE AR 567 185 . 100 . 000 567 185 . 115 339 . 152661a SL 5 . 000 37 322 . I f I. i f I , Less: Retired Assets ' . . . 0 a 0 S ub tot a Is . 1 173 058 . ';:•;:?•>:•::;;:•:::: :. ?.;•. . .: :. . .:::::..•.: . . . . .:::.:::.,:::;>:?.:<:.; :•»>;:.:;�:•:::•:: . . . . . . . . . . . . . . . . . . . . .�:.�. :::.�.�.,:...:?•;.:<•::�•::�:.:?.::::. . . . . ;:..; :::::::..:::.: 1 173 OSB . 49 . r:>::F:,F.:::.>::;:::.:::.;:.::;.:::::::.:::?::::.;�:.,•:::?.; ::.::;:».: . . . Listed Property6 495 . 602 173 . ::::::1:::;:# :: EE2i t% ::: <: > :i`> E<: : 3>> ;<: i > : : : •. '' ! I l05 17e . i Less: f Retired Assets 0 a 0 9 a ::: ::'s : ::>«:>: : Subtotals to to Is TOTALS , ? < I. 058i173 AMORTIZATION 1 173b5 i 6 02 1 73 . <z <' 105 178 . Date Cost placed ed In or � Ending d in 9Asset description service basis AccumulatedAccumulated C urre nt- ear Yamortinamortamortization Code amortization xv ( lf✓:: 1 :.i..i •:F:: :•:i i I ;:'<}�.,. 5i'+;is e:::'.i$:•:.:::: : :• ::F•.:::•:•:iii::::??%:: r0.•. TOTALS AL3 `•: •,•:•> ¢E%�<. ` »: �:�: :� i# � ##::>i< :Ei #::`:E:#t :; » 3#pE%si:i# : *Assets Ii is Retired d JSA IX9 1X9024 6.000 " 1JS3DF H073 11 /16 /2002 13 : 10 : 09 v01 -6 CA250 47 CATHOLIC CHARITIES OF ' THE DIOCESE 59 - 2470479 FORM 990 ,. PART I - LIST - OF CONTRIBUTORS ( NOT OPEN TO PUBLIC INSPECTION ) DIRECT INDIRECT NAME AND ADDRESS PUBLIC PUBLIC - - - - DATE SUPPORT SUPPORT . JAMES P KINTZ VAR 269 GLENEAGELS DRIVE 51269 . ATLANTIS , FL 33462 LAWRENCE A SANDERS FOUNDATION INC VAR 1900 NW CORPORAtE BLVD SUITE 201 - E 15 , 000 . BOCA RATON , FL 33431 LEO AND ANNE ALBERT. VAR I° 425 WORTH AVENUE 5 , 000 . # 5D i PALM BEACH , FL 33480 JOHN . ' S ISLAND COMMUNITY SERVICE . LEAGUE VAR " P . O , BOX 8133 17 , 500 . VERO BEACH , FL 32963 FAIGAN ENTERPRISES VAR P . O . BOX 983 15 , 000 . PALM BEACH , FL 33407 ELIZABETH SIMONSON CHARITABLE REMAINDER VAR 153 EAST 53RD STREET , 23RD FLOOR i 51 , 8840 NEW YORK , NY 10043 FRANK , J LEWIS FOUNDATION . INC VAR f P . O . BOX 9726 1 . 50 , 000 . RIVIERA BEACH , FL 33419 j DAVID R & MARGARET C CLARE FOUNDATION VAR . 410 GEORGE STREET 5 , 000 . NEW BRUNSWICK , NJ 08901 • f 1JS3DF H073 11 / 16 / 2002 13 : 10 : 09 V01 - 6 p50 f 19 STATEMENT 1 CATHOLIC „ CHARITIES OF THE DIOCESE - 59 - 2470479 FORM-. 990 , _ PART _ I -==14IST_OF_CONTRIBUTORS ( NOT OPEN TO . PUBLIC INSPECTION ) DIRECT INDIRECT , NAME AND ADDRESS I d PUBLIC DATE PUBLIC T - - - - - - - - - - _ — TE SUPPORT SUPPORT ! I; THE FORTIN FOUNDATION OF FLORIDA INC VAR 125 WORTH AVENUE , SUITE 318 5 , 000 . PALM BEACH , FL 33480 ESTATE OF FRANCIS X JUROVCIK 721 .US' HIGHWAY # ' 1 , . SUITE 116 VAR 45 , 100 . NORTH ' PALM BEACH , FL 33408 ESTATE OF JOHN L MEAGHER 515 N FLAGLER DRIVE , ' SUITE . 1900 VAR i 38 , 601 . WEST PALM BEACH , . . FL 33401 - 4343 QUANTUM — FOUNDATION . INC VAR 505 S FLAGLER DRIVE , SUITE 220 1.010000 WEST PALM BEACH , FL 33401 THE NEW YORK COMMUNITY TRUST VAR 330 MADISON AVENUE 10 , 000 . NEW YORK , NY 7, 0017 RON L AND LOUANN YATES . VAR 250 COCONUT . PALM ROAD ' 11. 30 , 300a VERO BEACH , FL 32963 . FRANCES M CATARCIO 4672 FINCHWOOD LANE , # A VAR . 10 , 000 , BOYNTON BEACH , FL 33436 - 4.314 WILLIAM T AND MARIE J HENDERSON VAR P . O . BOX 152 - 0 05 , 000 , NEW VERNON , NJ 07960 1JS3DF H073 11 / 16 / 2002 13 • _ f . . 10 : . 09 VO1 6 CA250 20 STATE' ME' NT CATHOLIC CHARITIES OF THE DIOCESE 59 - 2470479 FORM 990 , PART I — _ LIST OF CONTRIBUTORS (NOT OPEN TO PUBLIC INSPECTION ) DIRECT INDIRECT NAME AND ADDRESS DATE P�7BLIC PUBLIC PPORTF S - - - - - - - - - - - - - - - - I SUPPORT HOLY CROSS — . CATHOLIC CHURCH VAR 500 IRIS LANE d 73 , 500 . VERO BEACH , FL 32963 IBM 1701 NORTH STREET VAR 6 , 667 . ENDICOTT , NY 13760 MERRILL LYNCH TRUST I. 300 DAVIDSON AVENUE , ' 2 WEST VAR 11 , 000 . SOMERSET , NJ 08873 �. ST JOAN OF ARC CHURCH 370 SW 3RD STREET VAR . i, 10 , 000 . BOCA RATON , FL 33432 I CATHERINE SUMMERS ( CHARITABLE GIFT FD ) . VAR 82 DEVONSHIRE STREET ! 7 , 300 . BOSTON , MA 02109 . DIOCESE OF PALM. BEACH PO BOX 109650 V` X392 , 955 . . PALM BEACH GARDENS , FL 33410 PALM BEACH COMMUNITY CHEST VAR. 44 COCONUT ROW 81 , 300 .. PALM , BEACH , FL 33480 UNITED WAY OF: PALM BEACH COUNTY 2600 QUANTUMBLVD ' V`a'R 196 , 052a BOYNTON BEACH, FL. 33426 1JS3DF H073 11 / 16 / 2002 13 : 10 : 09 V01 - 6 CA250 2. 1 STATEMENT 3 CATHOLIC CHARITIES OF . THE DIOCESE 59 - 2470479 FORM 990 , PART . I - LIST OF CONTRIBUTORS ( NOT OPEN TO PUBLIC INSPECTION ) . DIRECT INDIRECT NAME AND ADDRESS PUBLIC PUBLIC DATE SUPPORT - = - - - - - - - - - - - - - - SUPPORTj UNITED WAY ST LUCIE COUNTY VAR 4800 SOUTH US # 1 7 , 765 . FT PIERCE , FL 34 . 982 UNITED WAY OF MARTIN COUNTY VAR PO BOX 362 33 , 723 , STUART , FL 33495 UNITED WAY OF ' BERGEN COUNTY VAR 690 KINDERKAMACK ROAD, 1 , 007 . ORADELL , NJ 07649 UNITED WAY OF INDIAN RIVER COUNTY VAR PO BOX 1960- 62 , 000 . VERO BEACH , FL 32961 , UNITED WAY OF ', DELAWARE ' VAR . i 625 N ORANGE : STREET !. 31315 . WILMINGTON , DE 19801 UNITED WAY OF TRI STATE VAR 4 , 528 . DIOCESE OF PALM BEACH VAR PO BOX 109650 7931560 . PALM BEACH GARDENS , FL . 3341 .0 I I: UNDER- $ 5 , 000 CONTRIBUTORS VAR 13311424 . L 1JS3DF H073 11 / 16 / 2002 13 : 10009 V01 - 6 CA250 22 STATEMENT 4 CATHOLIC CHARITIES OF THE DIOCESE 59 - 2470479 FORM. 990 , PART I - LIST OF CONTRIBUTORS ( NOT OPEN TO PUBLIC INSPECTION ) DIRECT INDIRECT PUBLIC PUBLIC NAME AND ADDRESS . DATE - - - - SUPPORT SUPPORT ; TOTAL, CONTRIBUTION AMOUNTS 11511500 . 1 , 18312t 1 0 l I . f 1JS3DF H073 11 / 16 / 2002 13 : 10 : 09 VO1 - 6 CA250 �' 23 STATEMENT 5 CATHOLIC CHARITIES OF THE DIOCESE 59 -2470479 FORM 990 , PART I - EXCLUDED CONTRIBUTIONS DESCRIPTION AMOUNT ANNUAL RECEPTION ANNUAL , 000 . GOLF .TOURNAMENT 60 60 , 000 , SAMARITAN CENTER DINNER 10 , 000 . ALL OTHER EVENTS 30 , 000 . TOTAL - - - - 118 , 000 STATEMENT 6 CATHOLIC CHARITIES . OF THE DIOCESE 59 - 2470479 FORM— 990 , -PART I SPECIAL FUNDRAISING EVENTS AND ACTIVITIES DESCRIPTIONGRIOSSDIRECT NET RE �E EXPENSES INCOME ANNUAL RECEPTION `. 81 , 685 . 48 , 376 . 3313090 ANNUAL GOLF TOURNAMENT 1 40 633 . ' SAMARITAN CENTER DINNER ' ' 22 , 476 • ; 18 , 157 . . ALL OTHER EVENTS 4 . 33 , 9276 19 , 910 . 14 , 017 . 82 , 274 . 25rO97al57 177 . TOTALS � - - - - - - - r - - - - 238 , 519 . 115 , 859 . '; 122 , 660 . I i r . I ` f, I. i i C i • l 1JS3DF H073 11 / 16 / 2002. 13. : 10 : 09 VO1 - 6 CA250 '' 25 � STATEMENT 7 CATHOLIC CHARITIES OF- THE DIOCESE 59 -2470479 FORM 990 , PART I - OTHER INCREASES IN FUND BALANCES DESCRIPTION AMOUNT UNREALIZED GAIN ON INVESTMENTS 14 , 776 TOTAL 14 , 776 . STATEMENT 8 1 Tf1 ^]TT TTA ^7 ^) 11 f7 4C , � nn • / 7 p . I n . no [ Tn1 _ dz CATHOLIC CHARITIES OF THE DIOCESE 59 -2470479 FORM 990 , PART II - SPECIFIC ASSISTANCE TO INDIVIDUALS PROGRAM DESCRIPTION SERVICES FOOD AND CLOTHING 74 , 388 . MEDICAL AND DENTAL 638 . EMERGENCY FINANCIAL ASSISTANCE 124 , 240 . TOTALS - - - - - - - - - - - - - - - - - - - - 199 , 266 : STATEMENT 9 .. �.� .. .. .. � -rte � i- nnn � • _ n _ i'� n t�r1 � /_' � wncn 7 "7 CATHOLIC CHARITIES OF THE DIOCESE I 59 - 2470479 i FORM 990 , PART II — OTHER EXPENSES DESCRIPTION PROGRAM MANAGEMENT TOTAL SERVICES AND GENERAL PROFESSIONAL . FEES . 132f944 * DATA PROCESSING101 , 526 . 311 , 418 . INSURANCE71188 . . NONE ! 7 , 18.8 . OTHER. ' 23 , 235 . 23 , 235 . NONE PROGRAM PROMOTION . — PUBLIC INF 68 , 465 , 59 , 408 . 9 , 057 . REPAIRS AND MAINTENANCE 38 , 324 . 28 , 118 . 19 , 206o UTILITIES 91 , 4.15 : 83 , 469 . 7 , 946o- VEHICLE 946 :VEHICLE 74 , 414 . 74 , 414 , NONE 304r331 . 27 , 464 . 4 2 , 867 . TOTALS - - - - - - - - T 397 . - - - � - -- - - 466 , 316 — — - - - - - - i . 634 68 , 682 . I k r 1JS3DF H073 1. 1 / 16 / 2002. 13, 010609 V01 - 6 CA250 28 STATEMENT 10 CATHOLIC CHARITIES OF THE DIOCESE 59 - 2470479 FORM 990 , PART III - ORGANIZATION ' S PRIMARY EXEMPT PURPOSE THE ORGANIZATION ' S PRIMARY EXEMPT PURPOSE IS TO PROVIDE VARIOUS SOCIAL SERVICES , INCLUDING FAMILY SERVICES , ADOPTION EDUCATIONAL COUNSELING _ _ _AND __- SERVICESTO _ THE AGING . STATEMENT 11 r^ al _ c /'+ A7Gn 7Q - CATHOLIC CHARITIES OF THE DIOCESE 59 - 2470479 FORM . 990 , PART III - OTHER; PROGRAM SERVICES DESCRIPTION - , EXPENSES OUTREACH , CRISIS CENTERS , AND HOUSING - PROVIDES VARIOUS; - ,S.ERVICES TO THEIMMEDIATEAREA , 384 , 5400. TOTALS 384 , 540 . 1JS3DF H073 . 11 / 18 / 2002 150039053 V01 - 6 CA250 30 . STATEMENT 12 CATHOLIC CHARITIES OF THE DIOCESE 59 - 2470479 FORM 990 , PART IV - INVESTMENTS - SECURITIES ENDING DESCRIPTION BOOK VALUE US AND STATE GOVERNMENT 302 , 206 . CORPORATE STOCK 496 , 927 . -CORPORATE-- BONDS_. _ _-- _ - -- _ --_ - _ 1 , 477 , 986 . MORTGAGE BACKED SECURITIES 292 ,789 . TOTALS 2 , 569 , 908 . STATEMENT 13 CATHOLIC CHARITIES OF THE DIOCESE 59 -2470479 FORM 990 , PART IV - OTHER ASSETS ENDING DESCRIPTION BOOK VALUE DEPOSITS 8 , 557 . PREPAID EXPENSES 11 , 017 . TOTALS _ 19 , 5740 STATEMENT 14 - - - - -� + •+ + . � + r Innn .v .. �. _ n _ nn trn9 L tn7T '05 n ^j7 CATHOLIC CHARITIES OF THE DIOCESE 59 - 2470479 FORM 990 , PART IV-A - OTHER REVENUE ON BOOKS BUT NOT ON RETURN DESCRIPTION AMOUNT - - - - - - - - - - - - - - - - - FUNDRAISING EXPENSES 1151859 - --- - -- -- - — - -- - - — _TOTAL 115 , 85 9 _ STATEMENT 15 Tn05r% T T, n mP) , ; i , c i � nnop) ., dtZ . of nano zrnl — 9 rA250 33 CATHOLIC CHARITIES OF THE DIOCESE 59 -2470479 FORM 990 , PART IV-B - OTHER EXPENSES ON BOOKS BUT NOT ON RETURN DESCRIPTION " . AMT FUNDRAISING EXPENSES 115 , 859 . TOTAL 115 859 . - -- .. STATEMENT 16 m, r% .MIA CATHOLIC CHARITIES OF THE DIOCESE 59 - 2470479 FORM 990 , PART V ' - LIST OF OFFICERS , DIRECTORS , . AND TRUSTEES CONTRIBUTIONS EXPENSE ACCT NAME AND ADDRESS TITLE AND TIME TO EMPLOYEE AND OTHER - - - DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES - - - - - - - - - - - - - - - - - - - - - - - - - - - 1 - - - - - - - - - - - - - - - - - MR JOHN D HERRICK DIRECTOR NONE NONE 529 SOUTH FLAGLER DRIVE ,. 2H PARTNONE - TIME WEST PALM BEACH , FL 33401 MRS MARIE ( CHICKIE. ) - ANDERSON PAST PRESIDENT 2080 55TH AVE PART - TIME r, NONE NONE NONE VERO , BEACH. , FL 32966 . MRS HELEN LEWIS DIRECTOR . NONE 114 RUSSLYN ' DRIVE PART - TIME NONE NONE WEST PALM BEACH , FL 33405 MR BRIAN M O ' CONNELL . SEC / TREAS NONE 515 . NORTH FLAGER . DRIVE , . 18TH FLOOR PART- TIME NONE NONE WEST PALM BEACH , FL 33401 MR BILL CRAMISIE DIRECTOR NONE 2780 TIMBERCREEK CIR PART - TIME NONE NONE BOCA RATON ; FL 33431 MRS MARY CLEARY - IERARDI DIRECTOR NONE 293 BARCELONA ROAD PART - TIME NONE NONE WEST PALM BEACH , FL 33401 MRS ALYCE FORD DIRECTOR NONE 908 PROSPERITY FARMS. ROAD. NONE NONE . NORTH PALM BEACH , FL 33408 PART - TIME MR ROME HARTMAN DIRECTORf NONE 2405 SOUTH FLAGI,ER DRIVE PART - TLME NONE ' " NONE WEST PALM BEACH ,.-FL- 33401 1JS3DF H073 11 / 16 / 2002 . 13. : 10 : 09 V01 = 6 CA250 E 35 STATEMENT 17 CATHOLIC CHARITIES. OF THE DIOCESE 59 - 2470479 FORM 990 _ PART. V LIST. OF OFFICERS , DIRECTORS , AND TRUSTEES CONTRIBUTIONS EXPENSE ACCT NAME AND ADDRESS TITLE AND TIME f TO EMPLOYEE AND OTHER DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES MRS PATRICIA HELLAWELL DIRECTOR NONE 10276 SHIREOAKS LANE PART - TIME NONE NONE BOCA , RATON , FL 33498 MR DAN PYE DIRECTOR NONE 315 SOUTHLAKE DR 1C NONE NONE PALM BEACH , FL 33480 PART - TIME MRS KAREN' TRINGALI DIRECTOR NONE 6 OSPREY CT . NONE NONE PART - TIME. OCEAN RIDGE • , FL 33435 MR DOMINICK PASTORE VICE PRESIDENT NONE 892 SW WASENA AVE NONE NONE . PART - TIME SEBASTIAN , FL 32958 : MRS DIANE SIMOWITZ SECRETARY NONE 750 OCEAN ROYALE WAY , #' 605 PART - TIME NONE NONE JUNO BEACH , , FL 33408 MR ROBERT A CLINE , . JR DIRECTOR NONE 2 .818 SE DUNE . DR #' 24 .04 PART - TIME NONE NONE . STUART , FL 34996 MR WILLIAM MUIR_ PRESIDENT NONE 1800 S OCEAN BLVD , UNIT 5 D PART-. TIME NONE ' • NONE BOCA RATON , . FL 33432-- MR 3432.MR JAIME ZAPATA DIRECTOR NONE 4415 HOLLY ' DRIVE PART - TIME NONE NONE PALM BEACH • GARDENS , FL 33410 i lJS3DF H073 11 / 16 / 2002 13 : 10 : .09 VO1 - 6 . CA2.50 �` 36 CATHOLIC CHARITIES OF THE DIOCESE 59 -2470479 FORM 990 , PART V - LIST OF OFFICERS DIRE CTORS , AND TRUSTEES i j CONTRIBUTIONS EXPENSE ACCT NAME AND ADDRESS TITLE AND TIME. TO EMPLOYEE AND OTHER _ - _ - - - - - - DEVOTED TO POSITION FOMPENSATION BENEFIT PLANS - - - - - - - ALLOWANCES MR CARL A RIVASITREASURER . 7389 RESERVE CREEK DR NONE NONE NONE PORT ST LUCIE ; ' FL 3498. 6 PART - TIME MRS MARIA ROSARIO DIRECTOR 2258 MASTER AVE ` p NONE NONE NONE PORT. STo LUCIE , FL 34952 PART — TIME MRS MADELINE . SCHUTZ EXECUTIVE DIRECTOR791770 . 5 584 , 301 CHURCHILL ROAD FULL TIME NONE WEST PALM BEACH , FL 33405 ' MRS ROBIN LUNN: 23 ' THURSTON DR HSG DIRECTOR . 62 , 210 . 4 , 355 . NONE PALM BEACH GARDENS , . FL 33418 FULL TIME MRS NANCY MONICAT.TI ASSOC DIRECTOR. 1300 SOUTH A1A , # 223 54 , 594 . 3 , 822 . NONE JUPITER , FL 33477 FULL TIME . GRAND TOTALS ( 196 , 574 . - - - 13 , 761 , - - - - - -NONE . 1JS3DF H073 11 / 16 / 2002. 13 : 10 : 09 V01 - 6 CA250 ': 37 STATEMENT 19 CATHOLIC CHARITIES OF THE DIOCESE 59 -2470479 FORM 990 , PART VI - NAMES OF RELATED ORGANIZATIONS DIOCESE OF PALM BEACH , ROMAN CATHOLIC CHURCH STATEMENT 20 1JS3DF H073 11 / 16 /2002 13 : 10 : 09 vol - 6 CA250 38 CATHOLIC CHARITIES OF THE DIOCESE 59 -2470479 FORM 990 , PART VIII - ACCOMPLISHMENT OF EXEMPT PURPOSES EXPLANATION OF HOA EACH ACTIVITY FOR WHICH INCOME LINE IS REPORTED IN COLUMN (E ) OF PART VII CONTRIBUTED NO . IMPORTANTLY TO THE ACCOMPLISHMENT OF EXEMPT PURPOSES - - - - - - - - - - - - - - - - - - - - 93A COUNSELING , SHELTERS &. RESIDENCES , OUTREACH , ELDER AFFAIRS ARE THE PRIMARY PROGRAM SERVICES PROVIDED BY THE ORGANIZATION . AND CONTRIBUTE IMPORTANTLY TO - THE ACCOMPLISHMENT OF THE EXEMPT PURPOSE _ 103 ADMINISTRATIVE RECOVERY TO REIMBURSE COST OF ADMINISTRATING PROGRAMS FOR AFFILIATED NOT -FOR- PROFIT ORGANIZATIONS CONTRIBUTES IMPORTANTLY TO THE ACCOMPLISHMENT OF THE EXEMPT PURPOSE . STATEMENT 21 1JS3DF H073 11 / 16 /2002 13 : 10 : 09 V01 - 6 CA250 39 CATHOLIC CHARITIES OF THE DIOCESE 59 - 2470479 SCHEDULE A , PART III — EXPLANATION FOR LINE 2D SEE PART V . FORM 990 STATEMENT 22 l .-rcoQr, m un `704 1 A . l n - nca muni _ g An INTERNAL FINANCIAL STATEMENTS CATHOLIC CHARITIES FINANCIAL INFORMATIONAL - 7/2002 THROUGH W2003 DECEMBER 2002 FINANCIAL REPORT PREV YEAR CURRENT )IFFERENCE PREV YEAR EXPENSES CASH )IFFERENCE REVENUES TOTAL ACTUAL CASH TOTAL BUDGET ACTUAL 1CTUAL TOTAL INCLUDING EXPENSES BUDGET ACTUAL LESS EXPENSES :ASH REVENUES REVENUES GRANT REVENUES REVENUES tEVENUE VS EXPENSES ACCT/PAY SET UP PAID EXPENSES EXPENSE VS GAIN OR (LOSS) PROGRAMS FOR 6 NO FOR 6 MO RECEIVABLES FOR 6 MO FOR 6 NO BUDGET FOR 6 MO FOR 6 MO ACCOUNTS FOR 6 MO FOR 6 NO BUDGET FOR 6 NO THRU 12101 THRU 12/02 THRU 12102 THRU 12/02 REVENUE THRU 12107 THRU 12102 PAYABLE THRU 12/02 THRU 12/02 EXPENSE THRU 72/02 ADMINISTRATION CENTRAL OFFICE $204,306 6248,907 $248,901 =246,561 $2,340 =201 ,273 $262,600 $1 ,660 $251 ,050 SOCIAL CONCERNS PROGRAM 35,830 56,807 55,607 64,789 816 $246,661 64,489 (62,749) 47,714 60,460 960 601090 64,789 (41699) 69617 COUNSELING PROGRAMS COUNSELING - WEST PLM BCH 673629 66,792 65,792 76,312 (10,620) 739630 80,178 1,026 79,163 76,312 2,841 COUNSELING - DELRAY BEACH 41 ,319 479610 47,610 51,381 (3,770) 63,779 $8,975 260 681716 61,381 7,354 (13,360) FT PIERCE-HAITIAN CENTER 20,916 25,768 25,758 33,243 (7,486) 28,661 34,396 468 33,938 3S,2µ 695 ( (81104) COUNSELING - MARTIN COUNTY 51 ,626 62,927 62,927 86,038 (23,111) 66,646 $3,669 760 82,919 $6,038 ( g,180) COUNSELING - FT PIERCE 14,697 21,388 ( ) 20,547 36,017 30 35,987 37,780 (3,119) (19,992 ADOPTIONS 27,388 37,780 16,392 (1 ,793) ( (61409) 8,446 7,078 7,078 99412 (4,954) 8,676 72,677 100 12,187 9,412 3,076 COUNSELING - VERO BEACH 15,720 76,983 75,963 26,937 (91964) 209444 20,966 100 40,866 269997 (6,409) TREASURE COAST KIDS 6,828 2,500 81328 $,738 (410) 0 8,404 110 $1294 8,738 (5(4µj (<1ggµ) FAMILY COUNSELING - PBC/CSC 34,000 18,793 9,253 28,046 21 ,677 6,429 49,477 33,661 135 33,426 21,617 119809 MAURAWOOD COMM. OUTREACH 67,417 23,616 23,616 41,249 (17,633) 71 ,$05 44,326 11060 µ,2B5 47 ,249 29016 16,379) LIFELINE 17,830 14,264 14,254 77,314 (3,060) 7g,µ0 16,807 860 16,947 17,314 118,649) BIRTHLINE 36,490 28,190 28,190 38,736 (7,366) (1 ,693) ABSTINENCE PROGRAM 42,500 12,500 19,167 31 ,667 38,841 1 (7tI74) 42,667 39,647 660 39,087 38,736 362 (10,897) (7,174) 44,406 33,071 160 32,911 384841 (6,929) (tr244) OUTREACH 8 CHILDREN PROGRAMS CAMP 2,160 100 100 1,321 (1 ,221 ) 76896 BELLE GLADE 31,271 µ,d03 46,403 43,886 2,678 2,704 1,321 783 (2,094) GLADES KIDS 23,168 69,260 460 68,800 µ,8b6 74,916 (12,$98) 714,387 111 ,168 73,776 126,246 137,481 (12,235) 129,467 746,630 736 145,795 137,487 8,$14 FT PIERCE CSC GRANT 17,636 19,314 3,852 23,166 47,966 (24,800) 29,636 37,411 500 36,911 47 9B6 (20,649) OKEECHOBEE CSC GRANT 41 ,556 41 ,815 21124 43,939 68,784 (11,056) (1y,7µ) PAHOKEE PALS 91,829 76,139 107,968 129,274 (14,866) 38,997 62,196 666 61,637 68,794 2,797 (17,682) SO EMPOWERMENT 16,463 11,806 27,369 17 (21,306) 722,617 1,340 129277 129,274 9,9971 (13,309) EMERGENCY ASSISTANCE ,687 8,784 0 27,472 130 277,342 17,687 99766 97 18,376 18,376 34,429 (18,063) 0 26,274 700 26,174 34,429 (99455) (6,788) SHELTERS AND RESIDENCES SAMARITAN CENTER 187,891 222,369 51434 227,803 287,$45 (60,041 ) 231,261 294,638 2,840 291 ,698 287,646 3,8 59 BETHLEHEM HOUSE 33,806 41 ,649 41 ,649 52,836 (83,886) AL.HAMBRA HOUSE 64,083 68,907 (11,187) 49,936 53A69 1 ,755 61,714 62,836 (7,721) (10,066) NAZARETH HOMES 33 68,907 74,086 (68178) 61,106 92,822 2,100 90,822 74,086 18,737 0 p 421 0 0 (21 ,815) COLUMBIA HOUSE 37,421 96,626 96,626 82,768 13,868 49,662 102,262 11870 100,382 82768 17,614 0 HOUSING OFFICE 57,266 58,669 583669 63,008 (4,339) 51,434 68,909 395 68,514 63,008 5,506 (3:756) CUB/HAIT RESETTLEMENT PROG 42,334 15,933 10,975 26,908 42,220 (151312) 65,296 39,701 355 39,346 42,220 I294µ) INDUWTOWN OUTREACH PROGRAI 17tµ6 26,498 26,498 52,690 (26,192) 79,206 49,694 380 49,214 62,690 (2,874) (t2,µ6) MATCH GRANT 99,322 20,500 1199822 706,416 14,406 18,476) (22,716) CLINIC CITIZENSHIP GRANT 1$4,678 430 1J4,2µ 105,416 28,832 26,492 61 ,680 77,172 120,907 (14,426) IMMIGRATION 4d,µ8 44,458 60,676 (49,736) 713,678 600 113sI7S 1209907 (7,729) (36,006) (76,177) 678167 600 66,651 601676 6,077 (22,183) ELDER AFFAIRS ELDER AFFAIRS - WEST PALM BCH 184,293 364,448 3649448 202,651 1571798 767,203 2O1 ,µ9 2,046 199,404 202,661 ELDER AFF/TRAINING EDUCATION 41015 2,201 21201 6,488 (3,287) 3,446 3,967 (3,246) 165,044 ELDER AFFAIRS-STUART 12,850 9,967 B,µ8 (1,627) (7 ,766) 26,889 0 OTHER PROG-ENDED LAST YEAR 164,986 206,777 AGENCY EXCESS/(DEFICIT _ 0 FOR SIX MONTHS $1 ,649,940 $2,055,562 $167,308 $2,222,870 $2,409,166 (6186,286) $7,093,414 $208,807 $24,708 $2,486,203 62,409,166 swxcwxasxo cxxmwsssx: zssxxsezexsa, e--aaxw____. seaaoswm9 vszwmw, szsvccrosm $779037 ($2631333) -- -'--" awsvvawv cevmwvs, zamwmassv vvwsvaemw9 mmsww9 mmavwsvvm Catholic Charities of The Diocese of Palm Beach , Inc . BALANCE SHEET BALANCE BALANCE AS OF 12/31 /02 AS OF 06/30/02 Assets Bank Accounts $64, 771 $55 , 358 Investment Accounts 2, 936 , 785 3, 162 , 955 Account Receivables 167 , 308 267 , 624 Fixed Assets 11173, 057 1 , 173, 058 Less Depreciation (602 , 173) 570, 884 (602 , 173) 570, 885 Deposits/Prepaid Expenses 119j575 19, 575 Total Assets $3, 759, 322 $4, 076, 397 Liabilities Accounts Payable 59, 201 48, 931 Accrued Expense 54, 004 77 , 428 Deferred Support 32 , 784 73, 371 Total of Liabilities $ 145, 989 $ 199, 730 Agency Net Assets Expended for Prop/Equipm 570, 885 5709885 Board Designaated 1 , 074, 183 773, 800 Temporarily Restricted 21231 , 598 2 ,231 , 598 Current Profit ( Loss) (263, 333) 300 , 383 Total Net Assets $3, 6139333 $3, 876, 666 Total Liabilities And Net Assets $31759, 322 $4, 076 , 396 STAFF ORGANIZATIONAL CHART ,P Catholic Charities of the Diocese of Palm Beach. Inc. Most Reverend Sean P. O 'Malley, OFMCap Bishop of Palm Beach Corporate Member Msgr. John R. McMahon Vicar for Catholic Charities Board of Directors Human Resources Madeleine Schutz, LCSW Finance Divtston Stephen J. Cutler Executive Director Margo Evans -Bookkeepers ?administrative Assistant Nancy Monicatti, ACSW -CPA r Minnie Garcia Associate Director -Personnel Coordinator Division of Children & Families Division of Elder Affairs Division of Residential Programs Division of Counseling Social Concerns Programs Diane Murphy, MSW Sr. Maryrose Crowley Judy Thompson, LCSW Diann Jasinski, LCSW Al Minutoli, MSW, CSW -Outreach Indiantown -Elder Affairs WPB -Samaritan Center -FCS WPB & Delray -Parish Social Ministry -Outreach Fort Pierce -Elder Affairs Stuart -Bethlehem House -FCS Stuart -Catholic Campaign for -Outreach Belle Glade -Guardianship Training -Alhambra House -Treasure Coast Kids Human Development Okeechobee After School Prog. -Columbia House -Counseling Vero Beach . -Catholic Relief Services -GladesKids Out of School Prog. -Housing 202 -Counseling Port St. L:ucie -Diversity & Recovery from -Pahokee Pals After School Prog. -Refugee and Immigration Srvs. Adoption/Foster Care Racisms -Family Empowerment -Maurawood Community Outreach - Camp Kateri Birthline & Lifeline AIM for the Best -Family Therapy 1 /2003 501 ( C ) 3 IRS Exemption Letter Internal Revenue Service Department of the Treasury District Director P. O . Box 2508 Cincinnati, OH 45201 Date: June 4 , 2002 Person to Contact: Myrna Huber #31 -07276 Telephone Number. 877-829-5500 FAX Number: Ms . Deirdre Dessingue 513-263-3756 Associate General Counsel United States Conference of Catholic Bishops 32114 1h Street, N . E. Washington, D. C. 20017- 1194 Dear Ms . Dessingue : In a ruling dated March 25 , 1946 , we held that the agencies and instrumentalities and all educational , charitable and religious institutions operated , supervised , or controlled by or in connection with the Roman Catholic Church in the United States , its territories or possessions appearing in The Official Catholic Directory 1946 , are entitled to exemption from federal income tax under the provisions of section 101 (6) of the Internal Revenue Code of 1939 , which corresponds to section 501 (c)(3) of the 1986 Code. This ruling has been updated annually to cover the activities added to or deleted from the Directory' . The Oficial Catholic Directory for 2002 shows the names and addresses of all agencies and instrumentalities and all educational, charitable, and religious institutions operated by the Roman Catholic Church in the United States , its territories and possessions in existence at the time the Directory was published . It is understood that each of these is a non-profitiprganization , that no part of the net earnings thereof inures to the benefit of any individual , that no substantial part of their activities is for promotion of legislation , and that none are private foundations under section 509(a ) of the Code. Based on all information submitted , we conclude that the agencies and instrumentalities and educational , charitable, and religious institutions operated , supervised , or controlled by or in connection with the Roman Catholic Church in the United States, its territories or possessions appearing in The Oficial Catholic Directory for 2002 are exempt from federal income tax under section 501 (c)(3) of the Code . Donors may deduct contributions to the agencies , instrumentalities and institutions referred to above , as provided by section 170 of the Code . Bequests , legacies , devises , transfers or gifts to them or for their use are deductible for federal estate and gift tax purposes under sections 1055 , 2106 , and 2522 of the Code. -2- Ms . Deirdre Dessingue Beginning January 1 , 1984 , unless specifically excepted , you and your subordinates must pay tax under the Federal Insurance Contributions Act (Social Security taxes ) for each employee who is paid $ 100 or more in a calendar year. You and your subordinates are not liable for the tax under the Federal Unemployment Tax Act (FUTA) . By May 31 , 2003 , please send thirteen ( 13) copies of The Oficial Catholic Directory for 2003 to IRS TE/GE in Cincinnati; one copy to the Processing Campus in Ogden; twenty- two (22) copies to the Director, EO Examinations , Dallas; two copies each to the EO Area Managers in Newark , Brooklyn , Chicago , St, Paul , Atlanta , and Los Angeles ; and four copies to the IRS National Headquarters . The conditions concerning the retention of your group exemption as set forth in our previous determination letter of August 17, 1983, remain in full force and effect. Sincerely, . ' Joh t . Ricketts, Director, TE/GE Customer Account Services �V coN� r, o C lice o the General Counsel �, f �71 �� 3211 FOURTH STREET NE • WASHINGTON DC 20017- 1194 • 202-54 00 • FAX X3337_ _ IMPORTANT GROUP RULING INFORMATION 4 '� JUN 2 7 200P June 19, 2002 FOR THE INFORMATION OF: Most Reverend Archbishops an is ops , Diocesan Attorneys and Fiscal Managers , and State Conference Directors SUBJECT: 2002 Group Ruling FROM : Mark E . Chopko , General Counsel /A (Staff: Deirdre Dessingue , Associate General Counsel) Enclosed is a copy of the Group Ruling issued to the United States Conference of Catholic Bishops'-` on June 4, 2002 by the Internal Revenue Service ("IRS % with respect to the federal tax status of Catholic organizations listed in the 2002 edition of the Official Catholic Directory ("OCD")2 . As explained in greater detail below, this ruling is important for establishing : ( 1 ) the exemption of such organizations from : (a) federal income tax; (b) federal unemployment tax (but see ¶5 of "Explanation " below); and (2) the deductibility, for federal income , gift and estate tax purposes , of contributions to such organizations . The 2002 Group Ruling is the latest in a series that began with the original determination of March 25 , 1946 . In the 1946 document, the Treasury Department affirmed the exemption from federal income tax of all Catholic institutions listed in the OCD for that year. Each year since 1946 , in a separate letter, the 1946 ruling has been extended to cover the institutions listed in the current OCD-3'. The language of these rulings has remained relatively unchanged , except to reflect intervening modifications in the Internal Revenue Code ("Code"). The 2002 Group Ruling is consistent with the 2001 ruling . The name of the United States Catholic Conference was changed to the United States Conference of Catholic Bishops, effective July 1, 2001, 2 A copy of the Group Ruling may also be found on the USCC website at www. usccb. org/ogc. 3 Catholic organizations with independent IRS exemption determination letters are listed in the 2002 OCD with an asterisk (*), which is explained at page A- 11 and indicates that such organizations are not covered by the Group Ruling. Annual group rulings clarify important tax consequences for Catholic institutions listed in the OCD , and should ' be retained for ready reference . Rulings from earlier years are important to establish the tax consequences of transactions that occurred during those years . � 4 t Responsibilities under Group Ruling Diocesan officials who compile OCD information for transmittal to the OCD publisher are responsible for the accuracy of such information. This means that they must ensure that only qualified organizations are listed , that organizations that cease to qualify are deleted promptly, and that qualified , newly-created organizations are listed as soon as possible . The current legal and procedural requirements for inclusion in the Group Ruling and OCD, as well as the application form , are contained in the OGC Memo dated December 31 , 1999 . If you need a copy of this document, please contact OGC . EXPLANATION 1 . _Exemption from .Federal Income Tax . The latest ruling reaffirms :the exemption from federal income tax under section 501 (c)(3) of the Code of "the agencies and instrumentalities and educational , charitable, and religious institutions operated., supervised or controlled by or in connection with the Roman Catholic Church in the United States, its .territories or possessions appearing in the Official Catholic Directory for 2002" (with the exception of organizations designated in the OCD with an asterisk and foreign organizations). 2 . Federal Excise Taxes. Inclusion in the Group Ruling has no effect on an organization 's liability for federal excise taxes. Exemption from these taxes is very limited . Please refer to your attorney any questions you may have about excise taxes. 3. State/Local Taxes . Inclusion in the Group Ruling does not automatically establish an organization 's exemption from state or local income, sales or property taxes . Typically, s eparate a xemptions m ust b e o btained f rom t he a ppropriate s tate o r I ocal t ax authorities in order to qualify for any applicable . exemptions. Please refer to your attorney any questions you may have about state or local tax exemptions . 4. Deductibility of Contributions . The Group Ruling assures donors that contributions to the institutions listed in the 2002 OCD and covered by the Group Ruling are deductible for federal income, gift, and estate tax purposes . (See OGC Memo dated December 21 , 1993 concerning substantiation and disclosure requirements applicable to contributions over $250 and quid pro quo contributions over $75 . ) 5 . UnemploymentTax. The Group Ruling establishes exemption from federal unemployment tax only. Individual states may impose unemployment tax on organizations included in the Group Ruling , even though they are exempt from the federal tax. Please refer to your attorney any questions you may have about state unemployment tax. 6. Social Security Tax. All section 501 (c)(3) organizations , including churches , are required to pay taxes under the Federal Insurance Contributions Act (FICA) for each -2- employee who is paid $ 100 or more in a calendar year.!' Services performed by diocesan priests in the exercise of their ministry are not considered "employment" for FICA (Social Security) purposes ,§' and FICA should not be withheld from their salaries . For Social Security purposes, diocesan priests are subject to self-employment tax ("SECA") on their salaries as well as on the value of meals and housing or housing allowances provided to themA' Neither FICA nor income tax withholding is required on remuneration paid to religious institutes for members who are subject to vows of poverty and obedience and are employed by organizations included in the Official Catholic Directory. ''-' 7. Form 990 . All organizations included in the OCD must file Form 990 , Return of Organization Exempt from Income Tax, unless they are eligible for a mandatory or discretionary exception . There is no automatic exemption from the Form 990 filing requirement simplybecause an organization is listed in the OCD. Organizations required to file Form 990 must do so by the 15th day of the fifth month after the close of their fiscal year.8' Among the organizations not required to file Form 990 under section 6033 of the Code are : churches , integrated auxiliaries of churches9'; the exclusively religious activities of religious orders; schools below college level affiliated with a church or operated by a religious Section 3121 (w) of the Code permits certain church-related organizations to make an irrevocable a lection to a void p ayment of FICA taxes, b ut o my if s uch o rganizations a re opposed for relisrious masons to payment of social security taxes. 5 LR. C. § 3121(b)(8)(A). 6 LR. C. § 1402(a)(8). Rev. Rul. 77-290, 1977"2 C. B. 26. 8 The penalty for failure to rile the Form 990 is $20 for each day the failure continues, up to a maximum of $10, 000 or 5 percent of the organization 's gross receipts, whichever is less. However, organizations with annual gross receipts in excess of $1 million are subject to penalties of $100 per day, up to a maximum of $50, 000. I. R. C. § 6652(c)(1)(A). 9 1, R* C. § 6033(6)(2)(A)(i); Treas. Reg. § 1. 6033-2(h). Effective December20, 1995, the internal support test formerly contained in Rev. Proc, 86-23, 1986- 1 C.B. 564, is the sole test for determining whether an organization quaffies as an integrated auxiliary of a church. To qualify, an organization must be described in section 501 (c)(3), qualify as otherthan a private foundation, be affiliated with a church, and qualify as internally supported. An organization W11 be considered internally supported unless it both: (1) Offers admissions, goods, services, or facilities for sale, other than on an incidental basis, to the general public (except goods, services, or facilities sold at a nominal charge or substantially below cost), and (2) normally receives more than 50 percent of its support from a combination of governmental sources; public solicitation of contributions (such as through a community fund drive); and receipts from the sale of admissions, goods, performance of services, or furnishing of facilities in activities that are not unrelated trades or businesses. -3- order; organizations with gross receipts normally not in excess of $25 , 000 *10-1 and certain church-affiliated organizations that finance , fund or manage church assets, ormaintain church retirement insurance programs , and organizations controlled by religious orders that finance , fund or manage assets used for exclusively religious activities , 11/ Organizations that are required to file Form 990 must upon request make a copy of the form and its schedules and attachments (other than contributor lists) available for public inspection during regular business hours at the organization 's principal office and at any regional or district offices having three or more employees . Form 990 for a particular year must be made available for a three year period beginning with the due date of the retum . 'y In addition , organizations that file Form 990 must comply with written or in-person requests for copies ,of the Form 990 . The organization may impose no charge other than a reasonable fee to cover copying and mailing costs . If requested , copies of the Form 990 for the past three years must be provided . In-person requests must be satisfied on the same day. Written requests must be satisfied within 30 days ." 6 8 . Revenue Procedure 75-50. Rev. Proc. 7&501Y sets forth notice, publication , and recordkeeping requirements regarding racially nondiscriminatory policies that must be complied with by private schools , including church-related schools , as a condition of establishing and maintaining exempt status under section 501 (c)(3) of the Code . Under Rev, Proc. 75-50 private schools are required to file an annual certification of racial nondiscrimination with the iRS . For private schools not required to file Form 990, the annual certification must be filed on Form 5578 , Annual Certification of Racial Nondiscrimination for a Private School Exempt from Federal Income Tax. This form may be obtained-from your local IRS office. Form 5578 must be filed by the 15th day of the fifth month following the close of the fiscal year. Form 5578 may be filed individually or by the diocese on behalf of all schools operated under diocesan auspices . The requirements of Rev. Proc. 75-50 remain in effect and must be complied with by to Rev. Proc, 83-23, 19834 C.B. 687. 11 Rev, Proc. 96-10, 1996- 1 C.B. 577. lz The penalty for failure to permit public inspection of the Form 990 is $20 for each day during which such failure continues, up to a maximum of $10, 000. LR. C. § 6652(c)(1)(C). 13 LR. C. § 6104(d). Generally, a copy of an organization 's exemption application and supporting documents must alsb be provided on the same basis. However, since Catholic organizations covered under the Group Ruling did not file exemption applications with IRS, nor did USCG, organizations covered underthe Group Rulingshould respond to requests forpublicinspection and written or in person requests for copies by providing a copy of the page of the current OCD on which they are listed. If a covered organization does not have a copy of the current OCD, it has two weeks within which to make it available for inspection and to comply with in- person requests for copies. Written requests must be satisfied within the general time limits. For more information on the section 6104(d) requirements, see OGC Memo dated May 18, 1999, 14 1975-2 C. B. 587. = 4- 3` all schools listed in the OCD . Diocesan or school officials should insure that the requirements of Rev. Proc. 75-50 are met since failure to do so could jeopardize the exempt status of the school and, in the case of a school operated by a church, the exempt status of the church itself. 9 . Lobbying Activities . Organizations included in the OCD may lobby for changes in the law, provided such lobbying is not more than an insubstantial part of their total activities . Attempts to influence legislation both directly and through grassroots lobbying are subject to this restriction . The term "lobbying" includes activities in support of or in opposition to referenda , constitutional amendments , and similar ballot initiatives : There is no distinction between lobbying activity that is related to an organization's exempt purposes and lobbying that isnot. There is no fixed percentage that constitutes a safe harbor for "insubstantial " lobbying . Please refer to your attorney any questions you may have about permissible lobbying activities . 1p . Political Activities . Organizat'ons included in the Group Ruling may not participate or intervene in any political campaign on behalf of or in opposition to any candidate for public office. Violation of the prohibition against political activity can jeopardize the organization 's tax-exemptstatus. In addition to revoking exempt status , IRS may also impose excise taxes on an exempt organization and its managers on account of Political expenditures. Where there has been a flagrant violation , IRS has authority to seek an injunction against the exempt organization and immediate assessment of taxes due. If you have any questions in this regard , please refer them to your attorney. (See OGC Memo dated February 29 , 2000 , which is available at www. usccb. org/ogc . ) 11 . Public Charity Status . The latest Group Ruling affirms that organizations included in the OCD are not private foundations under section 509(a) of the Code. However, the Group Ruling does not identify the subsection of section 509(a) under which a particular organization is classified as a public charity. Organizations must determine for themselves whether they qualify for such status under the provisions of section 509(a)( 1 ), (a)(2) or (a)(3). Newly-created or newly-affiliated organizations must establish that they are not private foundations as a condition of inclusion in the Group Ruling and OCD. 12 . Group Exemption Number. The group exemption number assigned to USCC is 928 or 0928 . This number must be included on each Form 990, Form 990-T, and Form 5578 required to be riled by any organization exempt under the Group Ruling,151 We recommend against using the group exemption number on Form SS4, Request for Employer Identification Number, because in the past this has resulted in IRS including USCCB as part of the organization's name when it enters the organization in its database. If you have questions concerning the Group Ruling or this memorandum , please contact Deirdre Dessingue at 202-541 -3300 or by e-mail at ddessingue@usccb. org. 15 IRS has expressed concern about organizations covered under the Group Ruling that fail to include the group exemption number, 0928, on their Form 990 filings, particularly the initial riling. -5- CALIFORNIA- MICHIGAWMINN ESOTA,& MISSISSIPPI + MISSOURi =WEST VIRGtN1A � NEW YORK^ NE AD a NORTH DAKOTA- PEN NSYLVANIA• SOUTH CAROUNA •SOUTN DAKOTA• y A -- MARYLAND ARKANSAoII Ss � v Ov > sa r > Do Z C) n O CO � O Z � a �., a xccsa . . . .. . . . . . .d o . . . . . to O^+ Z rn O -=4a49 ztv rm ION)p o a Mtn Z zz nacon d � za � a 4 S113SI1HDYSSdW r da I O HOi3 111311D3NNODr0D1X3W M3N-ABM ]f AUN r9MlHSdWVH M3N a IA)ionIN3 )IPV)ISVM93NvNOD3UOvVNllOUV3 H1MON * SVSNV)I * SIONllllv3bdMdl3alpvlD I030 931 Diocese of Palm Beach (Diocesis Littoris Palmensis) ESTABLISHED OCTOBER 24, 1984. Square Miles 5,115. Comprises the Counties of Palm Beach, Martin, Indian River, Okeechobee and St. Lucie in the State of Florida. Legal Corporate Title: The Diocese of Palm Beach. (Vacant See) For legal titles of parishes and diocesan institutions, consult the Chancery. The Pastoral Center:. Mailing Address: P.O. Box 109650, Palm Beach Gardens, FL, 33410-9650. Loca- tion: 9995 N. Military 7k, Palm Beach Gardens, FL, 33410, 7e1. : 561-775-9500; Fax. 561-775-9556. Web site address: diocese.maco.net E-mail address: diocese@maco.net STATISTICAL OVERVIEW Personnel Sisters . I . . . . . . . . . . . . . . . . . . . . 21 Total Students 1 1 1 1 . . . . . . . . . . . . 660 Bishop . . . . . . . . . . . . . . . . . . . . . . . . . 1 Lay Ministers . . . 1 1 1 1 . , 1 1 1 1 . . . 79 CatechesistReligious Education: Retired Bishops 111 . 1 . . . . . . . 1 Welfare High School Students . . 1111 . . . . . . . . 3,768 Priests: Diocesan Active in Diocese . . , . 71 Homes for the Aged . . . . . . . . . . . . . . . . 1 Elementary Students I . . . . . . . . . . . . I 141504 Priests: Active Outside Diocese . . . . . . . 7 Total Assisted . . . . I . . . I . . . . . . . 252 Total Students Under Catholic Instruction 26 782 Priests: Retired, Sick or Absent . . . . . . . 24 Specialized Homes . 111 . . . . . . . . . . 1 . 1 Teachers in the Diocese: Number of Diocesan Priests . . . . . . . . . 102 Total Assisted . . . . . . . . . . . . . . . . 16 Priests . . . . . . . . . . . . . . . . . . . . . . 5 Religious Priests in Diocese 111 . . . . 1 . 49 Special Centers for Social Services 1111 23 Sisters . . . . . . . . . . . . . . . . . . . . . . 15 Extern Priests in Diocese . . . . . . 1 1 1 1 . 19 Total Assisted . . . I . . . . . . . . . . . . 11,276 Lay Teachers . . . . . . . . . . . . . . . . . 491 Ordinations: Residential Care of Disabled . . I . . . . . . 3 Vital Statistics Diocesan Priests . 5 Total Assisted . 6 � Transitional Deacons . . . . . . . . . -. . 1 - ' ' 1 ' ' Receptions into the Church: Permanent Deacons in Diocese 1 . . . 111 46 Educational Infant Baptism Totals . . . . . . . . . . 4,656 Total Brothers . . . . . . . . . . . . . . . . . . . . 4 Seminaries, Diocesan . . . . . . . . . . . . . . 1 Adult Baptism Tbtals . . . . . . . . . . . 357 rw, Total Sisters . . : . . . . . : . . . . . . . . . . . . 147 Students from This Diocese 1111 . . 5 Received into Full Communion 1111 424 Students from Other Diocese . . . . . 85 First Communions . 1111 . . . . . . . . . . . . . 49015 Parishes Diocesan Students in Other Seminaries 24 Confirmations . . . . . . . . . . . . . . . . . . . . . . 2,310 Parishes . . . , , , , 49 Total Seminarians . . . . . . I . , . . . . . . . . . . 29 Marriages: With Resident Pastor: High Schools, Diocesan and Parish . . . . 3 Catholic . . . . . . . . . . . . . . . . . . . . . 739 Resident Diocesan Priests . . . . . . . 44 Total Students . . . . I . . . . I . . . . . . 2,267 Interfaith . . . . . . . . . . . . . . . . . . . . 270 Resident Religious Priests . . I . . . . 5 Elementary Schools, Diocesan and Total Marriages . . . . . . . . . . . . . . . . . . . . 10009 Missions . , , . , , . 1 . . . . . . . . . . . . . . . . 4 Parish . . . . . . . . . . . . . . . . . . . . . . . . 14 Deaths . I . . . . . I . . , . . . I . . . . . . . . . I . . 2,635 Professional Ministry Personnel: Total Students . . . . 1 . 1 , . . 1 1 . . . : 5,554 Total Catholic Population . . . . . . . . . I . . . 246 040 Brothers . . . . . . . . . . . . . . . . . . . . 4 Elementary Schools, Private . . . . . . . . 2 Total Population . . . . . . . . . . . . . . . . . . . . 1 ,599,467 Former Bishop—Moat Rev. THOMAS V. DAILY, D.D., ord. Judicial Vicar ltev. Msgr. THOMAS J. KWNZING, Diocesan Commission ofReligious—Sr. ROSEMARY Caow- } Jan. 10, 1952; appt. Titular Bishop of Bladia and J.C.L. LEY, 3.S N.D., Chin. ? Auxiliary Bishop of Boston, Dec. 31, 1974; cons. Judges—Rev. Msgr. RAYMOND BLAu% J.C.D.; Rev. Laity— Feb. 11, 1975; appt. first Bishop of Palm Beach, Msgr. THOMAS KLINZING, J.C.I..; Revs. GLEN J. Offrce for Black Catholic Ministry—Mrs. LORRAINE July 17, 1984; installed Oct. 24, 1984; transferred PonnER, J.C.L.; DAMIAN TowEY, C.P., J.C.D. LYLES. Dir. to Bishop of Brooklyn, Feb. 20, 1990.—Most Rev. J. Defenders of the Bond—Revs. TlMarin J. LYNOtI, O/frce for Haitian Ministry—Rev. ARTHUR VENEZIA, KEITH SYMONS, D.D., ord. May 18, 1958; appt. J.C.L.; WILLIAM MARTIN, O.M.I., J.U.D.; CAESAR Dir. Auxiliary Bishop of St. Petersbury, Jan. 16, 1981; Russo, J.C.D. Office for Hispanic Ministry—Sr. REGINA TuTZo, cons. March 19, 1981 ; appt. second Bishop of Assessors—Rev. Msgr. JAMES BURKE; Rev. MICHAEL R.M.I. Pensacola-Tallahassee, Sept. 29, 1983; installed Nov. W. EDWARDS; Mrs. LORRAINE SABATELI. A. Rural Life Migrant Ministry—P.O. Box 1203 Stuart 8, 1983; t second Bishop of Palm Beach, June ins 2, 1990; installed July 31, 1990; resigned June 2, Promoter of Justice—Rev. DAMIAN TbWEY C.P., J.C.D. 34995. Mrs. MARIA CHRISTINA MARQUEZ, Coord. 1998.—Most Rev. ANTHONY J. O'CONNEL4 D.D., Notaries—Rev. JAMES MURTAGH, V.G.; Mrs. LoRRmmE Holy Childhood Association—Rev. JOHN A. BARROW, SABATELLA. Dir,, P0. Box 109660, Palm Beach Gardens, ord. March 30, 1963; appt. Bishop of Knoxville, 33410-9650. May 27, 1988; ord. and Installed Sept. 8, 1988; Secretaries—Mrs. DEBORAH DuxsuRY; Mrs. HELEN Legion of Mary—Rev KEVIN MACGABHANN, Spiritual appt. Bishop of Palm Beach Nov. 6, 1998; resigned COUGHTER; Ms. ALICE RIVERA. P ual March 8, 2002, Advocates—Rev. Msgr. JAMES BURKE; Mc BERNARD Moderator. The Pastoral Center—Mailing Address: P.O. Box 109660, CoNKo; Mrs. KATHLEEN CONTE; Ms. SYLVIA RAI - Vicariate for Catholic Charities Palm Beach Gardena, 33410-9660. Tel: 561.775- TERM 9500; Fax: 561-776-9556. 9995 N. Military Tail, Catholic Charities—Administrative O/fm, 9995 N. Mili. Palm Beach Gardens, 33410. Vicariate for Christ's Faithful tay fid. Palm Beach Gardens, 33410.9650 Tel: Vicar General—Rev, JAMES MuRTAGH, V.G. 561-775-9567. Rev. Msgr. JOHN R. MCMAHoN, Vicar, Episcopal Vicars—Rev. Msgr. JOHN R. McMAHoN; Revs. Episcopal Vwar—Rev. ARTHUR J. VENEZIA. MADELEINE SCHUTZ, Exec. Dir. FRANCIS J. LECHIARA; TntoTHY J. LYNeH; ARTHUR J. Vicar for Permanent Deacons—Deacon JACK PIERCE, Aim for the Best-900 54th St., West Palm Beach, VENEZIA. Vicar. 33407. 'lel: 561-842-2406. ELENA M. GARCIA. Moderator of Curia—Rev. JAMES MURTAGH, V.G. Office for Permanent Deaconate Formation—Rev. RONALD L'lderAJfairs-900 64th St., West Palm Beach, 33407. Executive Secretary to Bishop—Mrs. ANNETTE RUSSELL. SCHULZ, Dir. Tel: 561-842-2406. Sr. MARYROSE CROW LEY, Chancellor—Mrs. LORRAINE SABATELLA. S.S•N.D. Vicar for Religious—Rev. MARK A. SZANYI, O.F.M.Conv.; Counseling and Adoption Services-900 54th St., Assistant Archiuist—Mrs. MERKE BARoNI. Sr. MARIA CONSIUA MANTELI.O, AS.C.J., Assoc. Vicar West Palm Beach, 33407 Tel: 661-842-2406. GLO- O/fice of Vocations—Rev. IRVINE NUGENT, Deputy Dir. for Religious. RIA STEVENSON. Offree of Stewardship—Me EDWARD LAuGHuN, Dir. Dir. for Religious Vocations—Sr. MARIA CoNsjuA Lifeline-900 54th St., West Palm Beach, 33407. Ul: Matrimonial Tribunal— MANTELw, A.S.C.J., Assoc. Vicar. 561-842-5301 , ARLENE CONKLIN. I PALM BEACH (PMB) 932 CATHOLIC CHURCH IN THE U.S. Residences for Adults with Developmental St. Lucie County Outreach Office-217 N. U.S. Hwy. Office of Prison Ministry-Sr. Bum FRtsciNo, O.S.F., Challenges- 91, Fort Pierce, 34948. Tel: 661 -460-1419. CARMEN Dir. Alhambra House--399 N.E. 25th nrn, Boca Raton, SIBRUN. Office of Evangelization-Rev. JOHN PALI. ARD, Dir. 33431. Tel: 561-392-9474. Sr. RITA BAUM, S.S.J. Counseling Office-425 S. W. Irving St., Port St. Office of Ecumenical and Inter-Faith Activities. Bethlehem House-2280 N.E. 5th Ave., Boca Raton, Lucie, 34983. Revs. BRIAN FLANAGAN, Dir. MICHAEL TSCHUDI, 33431. Tel: 661-368-1670. Sr. RITA BAUM, S.S.J. Okeechobee County Youth Outreach-575 S. W. 28th Assoc. Dir. Columbia House--424 N.E. 8th St., Boca Raton, St., Okeechobee, 34974. Tel: 561-979.0857. MAGALi Office for Liturgy-Rev. MICHAEL DRISCOLL, O.Carm. , 33431. Tel: 561-417-2681 . Sr. RITA BAUM, S.S.J. ARMAND. Dir. Counseling Services-1040 S. Federal Hwy., Ste. 101, Samaritan Center--3660 41st St., Vero Beach, 32960. Office for Campus Ministry- ' Delray Beach, 33483. Tel: 561-274-0801 . DIANN Tel: 561-770-3039. JOYCE WILD. Florida Atlantic University-Rev. SEAN POLAND. I JASINSKI. Indian River Counseling Office-Vero Beach, 32961. Chaplain for Catholic Scouting-Deacon ROBERT Birthline-1040 S. Federal Hwy., Ste. 101, Delray Tel: 561-562-2209. EuzABErrH MAXWELL. JAMES DANIELS. Beach, 33483. Tel: 661-278-0894. ARLENE CON- Liaison to Charismatic Movement-Rev. WALTER MIN. Vicariate for Education DOCKERILL. ' Belle Glade Office-426 S. W. 4th St., Belle Glade, Vicar--Rev. FRANCIS J. LECHIARA. World Wide Marriage Encounter-Rev. FRANK B. 33430. Tel: 561-996-0486. EURANDA CLARKE. GUINAN, Spiritual Moderator. Exec. Couple: LARRY GladeeKids Out of School Program-710 S. Main St., Office of Catholic Schools-Sr. JOAN DAWSON O.S.F., BALIK; HERMIE BAWK, 220 Colony Way W. Jupiter, Belle Glade, 33430. TO: 561-993-0066. Sr. LAURA Supt.; Mrs. PATRICIA CANTIERI, Asst. Supt. 33458. CAVANAUGH. Office of Special Education - C.O.M.E.-Mrs. PATRICIA Office for Respect Life-Mr. DONALD Kamm Dir. Holy Cross School and Service Center-930 Southern CANTimu, Dir. Blvd., West Palm Beach, 33405. Tel : 561-308- Office of Catechesis and Leadership Development- Vicariate for Pastoral Services ' 4246. Sr. MAUREEN MINIHANE, C.S.C. Deacon JAMES CAMPBELL, Dir. Diocesan Financial Administrator-Mr. BASIL `/.&LOOM . Maurawood Community Outreach-900 54th St., Office of Communications-Deacon SAM BARBARO, Dir. Financial Council-Mt JOSEPH MEDEIROS, Chm. West Palm Beach, 33407. Tel: 561-842-2406. PEGGY Office of "The Florida Catholic"-Mrs. IRENE HEY Edi. Property and Liability Committee-Rev. RICHARD MUR- OWEILL tor. PHY. Office of Housing Development & Management-9995 Missionary Cooperative Plan-Rev. JOHN A. BARROW, Parish Formation-Rev. RICHARD MURPHY N. Military 7)ail, Palm Beach Gardens, 33410. Ra Box 109650, Palm Beach Gardens, 33410- Office for Building and Renovations-Mr. PATRICK MO. Tel: 561-775-9571. ROBIN LUNN. 9650. LAMPHY, Dir. Office of Social Concerns-9995 N Military 7iail, Propagation of the Faith-Rev. JOHN A. BARROW, P.O. Commission for Building-Rev. RICHARD MURPHY, Chm. Palm Beach Gardens, 33410. Tel: 561-775-9579. Box 109650, Palm Beach Gardens, 33410.9650. Office of Cemeteries-Rev. THOMAS VENGAYIL, Dir. Sr. CAROL STOVALL. S.S.J. Office of Data Processing�Mt. BASIL ZALOOM. Pahokee Pals Out of School Program-1200 E. Main Vicariate for Marriage and the Family Legal Affairs-Mr. J. PATRICK FITZGERALD. ESQ., 110 St., Pahokee, 33476. Tel: 661-601-491-49 04. KATHY GLENN. Vicar-Rev. TIMOTItY J. LYNCH. Merrick Way, Ste. 3-B, Coral Gables, 33134. Tel:Refugee and immigration Services-900 both St., Family Life- 561-659-6438; Fax: 305-443-6613. West Palm Beach, 33407. Tel: 561-863-9227. ANNE Engaged Encounter-Ms. JANICE PETERSEN, Coord. Consultative Bodies MARIE ALEXANDRE. Office of Youth Ministry and Young Adult Ministry- College of Consultors-Rev. Msgr. THOMAS J. KLINZING, Residences for Seniors- Rev. DONALD T. FINNEY, Spiritual Moderator; Sr. J.C.L.; Rev. Msgr. JOHN R. MCMAHoN; Revs. JAMES Villa Franciscan 2101 Avenue F, Riviera Beach, JUDE RUGGERI, A.S.C.J., Dir.; Mr. KEVIN DRISCOLL, MURTAGH, V.G.; CHRISTOPHER ALLEN; MICHAEL W. 33404. Tel: 561-840-0444, BILL KERR. Assoc. Dir. EDWARDS; GERALD GRACE; FRANCIS LECHIARA; TIMO. Villa Madonna-4809 Lake Worth Rd., Lake Worth, Cursillo Movement-12001 S.E. Federal Hwy., Hobe THY LYNCH; RICHARD MURPHY; CHARLES NOTABAR- 33463. Tel: 661-963-1900. ROSEMARY MCMAHON. Sound, 33455. Rev. MICHAEL TSCHUDI, Spiritual TOLD; ARTHUR VENEZIA. Villa Assumpta-2639 N.E. Mission Dr., 9-8, Jensen Dir. Presbyteral Council-Rev. Msgr. THOMAS J. KLINZING, I Beach, 34957. Tel: 561-334-0009. LINDA MATz. Cursillo Movement for Hispanim-Rev. MATTHEW J.C.L.; Rev. Msgr. JOHN R. MCMAHON; Revs. JAMES Counseling, Adoption and Elder Affairs-1111 S.E. DIDoNE, C.S., Spiritual Dir., 9600 W. Atlantic MURTAGH, V.G.; ARTHUR VENEZIA; FRANCIS LECHI- Federal Hwy., Ste. 119, Stuart, 34995. Tel: 561-283- Ave., Delray Beach, 33446. ARA; TIMOTHY LYNCH; RICHARD MURPHY; WILLIAM 0541 , HELEN KELLY Office of Ministry with People with Disabilities-Sr. O'Siiek BRIAN FLANAGAN; MICHAEL EDWARDS; IRV- Indiantown Outreach Center-15305 S. W. Adams RITA BAUM, S.S.J., Dir. INE NUGENT: RONALD SCHULZ, TIMOTHY JOHNSON; Aue., Indiantown, 34956. 7b1: 661-597-2812. MARIA Office of Substance Abuse Ministry-Mr. ERIK A. RAYMOND HUBEirr, VICTOR ULTO; CHARLES NoTAItAR- I CRISTINA MARQUEZ. VAGENIU9, DIT. & Coord. Tel: 561-775-9527. TOLD; JOHN KASPAREK. CLERGY, PARISHES, MISSIONS AND PAROCHIAL SCHOOLS CITY OF PALM BEACH GARDENS Res., 10300 Yamato Rd., 33498. Tel: 561-488-1373; Res., 840 George Bush Blvd., 33483. Tel: 561-276- (Palm Beach County) Fax: 661-488-5562. 6892; Fax: 561-276-8068, I 1-CATHEDRAL OF ST. IGNATIUS LOYOLA (1964), Revs. CatechesislReligious Programs-Students 513. School-715 N.E. 8th Ave., 33483. Tel: '561-276- John A. Kasparek, S.C.J., Pastor & Rector; Timo- 5-ST. JUDE, (1979), Revs. Raymond Maher, O.Carm., 3882; Fax: 561-279-9505. thy O'lbole; John Pallard. Admin.; Michael Driscoll, O.Carm., Pastor & Car- Sisters of Mercy (Kinsale, Ireland) 3; Lay Teachers Res., 9999 N. Military Tr., Palm Beach Gardens, melite Prov; Timothy Johnson, O.Carm.; Aquinas 20; Students 332. 33410. Tel: 561-622-2665; Fax: 561 -624-9489. Stack, O.Carm. CatechesislReligious Programs-Students 330. CatechesislReligious Programs-Students 626. Res., 2235 S.W. 16th PI., 33486-8560, Fellsmere, Indian River Co., Our Lady of Guadalupe f Church-21689 Toledo Rd., 33433. Tel: 661-392- Mission (1991), Rev. Noel McGrath (Ireland ). 1 OUTSIDE THE CITY OF PALM BEACH GAR- 8172; Fax: 561-362-2184. CatechesislReligious Programa-Students 225. DENS School Tel: 561-392-9160; Fax: 561-392.5815. Miss Mission-Fellsmere, Indian River Co., Rte. 512, Belle Glade, Palm Beach Co., St. Philip Benizi (1961), Debbie Armstrong, Prin. P.O. Box 9, 32948. Tel: 661.571-9875; Fax: 661-571- Revs. Luis Aineto, S.D.B.; James McKenna, S.D.B.; Lay leachers 16; Students 470. 8321 . I Jeremiah Reen, S.D.B.; Joseph Berruete, S.D.B; CatechesislReligious Programs-Tel : 561 -362- Fort Pierce, St. Lucie Co., Notre Dame Mission (1995), Bro. Lino Seneci, S.D.B. 8597; Fax: 561-362-0846. Rev. Danis Ridore. Res., 710 S. Main St., 33430. Tel: 561-996-3870; Students 615. Res., 217 N. U.S. Hwy. Ml, 34950. Tel: 561-466- Fax: 561-996-3899. Boynton Beach, Palm Beach Co. , St. Mark (1952), Rev. 9617; Fax: 561-466.4076. CatechesislReligious Programs-Tel : 661 -996- Mark Szanyi, O.F.M.Conv. In res., Revs. Glen CatechesislReligious Programs-Students 20. 5928; Fax: 661-996-1281 . Pothier; Ignatius Piatek, O.F.M.Conv. St. Anastasia (1911), Revs. Michael Woodcock; Mark I Students 610. Res., 643 N.E. 4th Ave., 33435. Tel: 661-734-9330; Christopher, Pastor Emeritus; John Gallagher (Ire- Boca Raton, Palm Beach Co., Fax: 561-735-3463. land). I-ASCENSION, (1968), Revs. Matthew A. Morgan; School--Sisters of Charity of St. Elizabeth, 734 Res., 407 S. 33rd St., P.O. Box 430, 34954-0430. Tel: I Charles Hawkins. N.E. 6th Ave., 33436. Tel: 561-732-9934; Fax: 561-461-2233; Fax: 661-461-2242. Res., 7250 N. Federal Hwy., 33487. Tel: 561-997- 561-732-0501. Mrs. Marcia Seamans; Prin. School-151: 561461-2232; Fax: 561.468-2037. Mrs. 6486; Fax 561-997.5862. Lay Teachers 22; Students 315. Vickie Guettler, Prin. CatechesislReligious Progrome�tudents 166. St. Thomas More (1972), Rev. Msgr. Thomas Klinz- Sisters 1; Lay Teachers 43; Students 683. ing, Admin. In res., Rev. Ronald Schulz, CatechesislReligious Programs-Students 93. 2--OUR LADY OF LOURDES, (1977), Revs. Francis Rear- Res., 10936 S. Military Tr., 33436. Tel: 661-737- St. Mark (1972), Revs. Richard Murphy; Sean de don; Brian M. Flanagan; Rev. Magr. Joseph H. 3095; Fax: 661-737-8697. Leis, .C.S.Sp. O'Shea, Pastor Emeritus; Rev. Yves Gelrrard. Delray Beach, Palm Beach Co. Res., 1924 Zephyr Ave., 34982. Tel: 561-461-8150; I Ree. , 22094 Lyons Rd., 33428. 151: 561-483-2440; Fax: 561-464-2367. Fax: 661-482-0626. 1-EMMANUEL, (1983), Revs. James Fiore; Raymond eland Beach, Palm Beach Co., St. Lucy (1968), Catechesis /Religious Programa-Tel : 661-483- Hubert, Pastor Emeritus. Revs. Gerald Grace; Anthony J. Cliepanie, Pastor 2440, Ext. 1429; Fax: 561-558-1434, Res., 16700 S. Military Tr., 33484. Tel: 561.496- Emeritus. Students 1,000. 2480; Fax: 561-496-5755. Res., 3510 S. Ocean Blvd., 33487. 1e1: 561-278- CatechesislReligious Programs-Students 145. 3--ST. JOAN OF ARC, (1956), Rev. Msgr. John McMahon; 1280; Fax: 561-278-8509. rI Revs. Roger McDonough (BGP); Giuseppe Savaia 2-OUR LADY OF PERPETUAL HELP MISSION, ( 1987), Rev. Hobe Sound, Martin Co., St. Christopher (1960), Revs. (Italy). Roland Desormeaux, C.S. Aidan Hynes; Richard Vilie (MIA). In res., Rev. Rea., 370 S.W. 3rd St., 33432. Tel: 561-392-0007; Residence and Church-510 S.W. Eighth Ave., Michael G. Tachudi. Fax: 561-392-0074. 33444. Tel: 561-276-4880; Fax: 561-276-7036. Res., 0001 S.E. Federal Hwy., 33465. Tel; 561-546- School-Sisters of Mercy, Skibbereen. Sr. Ellen CatechesislReligious Programs-Students 219. 5150; Fax: 661-546-8820. Murphy R.S.M., Prin. 3-OUR LADY QUEEN OF PEACE, (1970), Revs. Matthew CatechesislReligious Programs-Students 269. I Sisters 3; Lay Teachers 31; Students 685. Didone, C.S., Admin.; Elias Guimaraes, S.S.P. Indiantown, Martin Co., Holy Cross (1960), Revs. CatechesislReligious Programs Tei: 561-391 - Res., 9600 W. Atlantic Ave., 33446., Tel: 561-499- Nestor Rodriguez; Juan de Is Calle, Pastor Emeri- 4346; Fax: 561-368-6671. 6234; Fax: 561-499-5513. tus Students 1,040, Claretian Missionaries 4. Mailing Address: P.O. Box 999, 34956. 4-ST, JOHN THE EVANGELIST, (1992), Rev. Michael 4--ST. VINCENT FERRER, (1941). Revs. John A. Skehan; Res., 15927 S.W. 150 St., 34966. Tel: 561-597-2798; O'F►aherty. Donald R. Munro; D. Brian Horgan. Fax: 561-597-2741 . CATHOLIC CHURCH IN THE U.S. 933 (PMB) PALM BEACH Catechesis /Religious Programs--Students 139. 2-ST, EuzABETH ANN SEWN, (1993), Rev. Edmund L. Res., 390 Sequoia Dr., 33409. Tel: 561-686-8128; Jensen Beach, Martin Co., St. Martin de Porres (1973), Szpieg. Fax: 561-686.8406. Revs. Robert L. Magee; Thomas J. RynnePastor Church-930 S.W. Tunis Ave., 34953. Tel: 561-336- Catechesis/Religious Programs-Students 206. , Emeritus. 0282; Fax: 561-336-1494. 1 3-ST, ANN, (1895), Rev. Msgr. Yves LaPierre; Revs Mailing Address: P.O. Box 1087, 34958. Catechesis /Religious Programs-Tel: 561 -336. Res., 2565 N.E. Savanna Rd., 34958. Tel: 561-334- 0363. James Murtagh; Dumarsais Pierre-Louis. 4214; Fax: 561-334-8627. Students 405. Res., 310 N. Olive Ave., 33401 . Tel: 561-832-3757; Catechesis /Religious Programs-Tel: 561-334- 3-HOLY FAMILY, (1987), Revs. Thomas F. Cauley; Fax' 561-659-1465. 4492. Rodney School T61: 561-832-3676. Students 467. y Q' Titus. Sisters 1; Lay Teachers 30; Students 320. Mailing Address: 2330 Mariposa Ave., 34952. Tel: Catechesis /Religious Programs-Students 120. `l Juno Beach, Palm Beach Co., St. Patrick (1987), Rev. 561-335-2385; Fax: 561-335-2517. -337• 4--ST. JOHN FISHER, (1963), Revs. William Martin, Frank Guinan. Catechesis /Religioua Programs-Tel: 561 Res., 2549 Hope Ln., W. Palm Beach Gardens, 4313. O.M.I., Pastor; John Vereb, Pastor Emeritus; Harold 33410. Tel: 561 -626-8626; Fax: 561-622-6471 . Students 370. Fisher, O.M.I. Catechesis /Religious Programs-Students 235. 4-ST, LvCIE, (1961), Rev. Msgr. James M. Burke; Revs. Res'' '�1 North Shore Dr., 33407. 161: 561 -842- Jupiter, Palm Beach Co., St. Peter ( 1987), Revs. Peter C. Dolan, Pastor Emeritus; Donald T. Finney, Stec1224p, Fax: Religi 2-8750. Charles Notabartolo; Emilio Rosolen. M.I.C.; Paul Chung Nguyen. Catechesis /Religioua Programa-Students b0. Res., 1701 Indian Creek Pkwy., 33458. 761: 561-575- Res., 425 S.W. Irving St., 34983. Tel: 661-878-1216• "TJULIANA, (1949), Revs. Alfredo Hernandez; Brian 0837; Fax: 561-575-6784. Fax: 661-878=1299. King; Alexander Dario Agudelo, Catechesis /Religious Programa-Students 560. Caeechesis/Religious Programa-Students 660. Res., 4500 S. Dixie Hwy., 33405. Tel: 561-833-9746. Lake Worth, Palm Beach Co., Riviera Beach, Palm Beach Co., St. Francis of Assisi School-Tel: 661-666-1922; Fax 561-655-8552. Mrs. 1-SACRED HEART, ( 1917), Revs. Peter Van Nguyen; (1948), Revs. William P. McSweeney, O.M.I.• Rolland Mary Beth Quick, Prin. Francis X. Fenech, Pastor Emeritus; Ducasse Fran- Bennett, O.M.I. In res., Rev. RobeCollor, O.M.I. Sisters of St Joseph 4; Lay leachers 27; Students 610 cois, I.V. Dei. (Haiti); Edgar Mazariegos. Res., 200 W. 20th St., 33404. 761: 661-842.2482; Ce Res., 425 N. M St., 33460. 161: 661-582-4736; Fax: Fax: 561-863-2985. Cateeheaia/Religioua Programa-Students SOb. 561-588-5238, School-Mrs. Marcia Mariani, Prin. Lay Teachers School-410 N. M St., 33460. Tel: 561-582-2242; 10; Students 167. St: Special Assignment; FaxF. 561.647-9699. Sr.3rMarilyn Reeves, SC.C., Royal Palm BeachPalm Beach Cour LdQArmbrust, Leo E. 11380 Prosperity Farms Rd., Prin. , Co.,. Lady of Reverend the Apostles (1988), Revs. Thomas J. Skindeleski; Palm Beach Gardens, FL 33410 Sisters 3; Lay Teachers 14; Students 245. Andrew Rudnicki, M.I.C.; Temasz Makowski. O'Loughlin, Frank Catechesis/Religious Pragrams-Students 247. Res., 172 Kings Way, 33411 . Tel: 561-798-5661; 2- 9T. LUKE, (1961), Revs. David W. 'Carr; Daniel V. Fax: 561-798-5663. Poland, Sean, Campus Ministry Cronin; Larkin Connolly, Pastor Emeritus; Robert Mailing Address: 100 Crestwood Blvd. S., 33411 . Redden, Don , Hispanic Ministry, 2410 Florida Ave., Becerra (NEW); Juan Raul Cardenas. Catechesis/Religious Programa--Students 631. Ft.Pierce, FL 34950 Res. 2892 S. Congress Ave. Palm Springs, 33461 . r Schaefer, Richard, St. Mary's Medical Center Sebastian, Indian River Co., St. Sebastian (1981 ) Revs. Schulz Ronald Permanent Deacon Formation Prog. 161: 661-965-8980; Fax: 561-965-1384. John Morrissey; Noel McGrath, Tschudi, Michael, Dir. of Cursillo School-161: 661-965-8190; Fax: 561-965-2404. Sr. Mailing Address: P.O. Box 78-1212, 32978-1212. Janet Finley, O.S.F., Prin. Res., 13076 U.S. Hwy. 1; 32958. Tel: 661-589-5790; On Duty Outside the Diocese: Lay Teachers 11; Students 291 , Fax: 561-388.0084. Reverend Fathers- Cateeheais/Religious Progrnms-Students 538. CatechesislReligious Programa-Students 332. Barrett, Thomas "T. MATTHEW, (1992), Rev. Clemens Hammer- Stuart, Martin Co., St. Andrew (1999), Rev. John A. Euteneuer, Thomas J. Human Life International, Schmitt. Brow. 4 Family Life, Front Royal, VA 22630 Res. & Mailing Address: 6090 Hypoluzo Rd., Church & Mailing Address: 6540 S.E. Federal McNally, Michael J., St. Charles Borromeo Semi- 33463-7312.Tel: 561-966-8878; Fax: 561-968-1238. Hwy., 34997. 761: 561-781-4415; Fax' 561-781-2906. nary • Overbrook, 100 E. . Wynnewood Rd., Wyn- Cateehesis /Religious Programa-Tel : 661-966- St. Joseph (1916), Revs. A. Christopher Allen; Kevin newood, PA 19096 1638' Nelson; Benedict Mosha, A.L.C.P. OTlanagan, Thomas Students 481. Res„ 1200 E. 10th St., 34996. Tel: 561-287-2727; Ryan, Patrick "T.THERESE DC Lisism, (2000), Rev Louis Guerin. Fax: 561-278-4998. Sockol, Timothy, Angelicum (Rome) Res., 9124 Winding Woods Dr., 33467. Tel: 661-649- School T61: 561-287-6976; Fax: 561-287-4733. Mrs. 6768; Fax: 561-649-6764, Judy Edelman, Prin. Retired: Catechesis/Religious Programs-Students 390, Lay Teachers 30; Students 480. Reverend Monsignors- Lantana, Palm Beach Co., Holy Spirit (1964), Revs. 7equesta, Palm Beach Co., St. Jude (1962), Revs. Nugent, Irvine Kevin MaeGabhann; Duken Augustin. In res., Rev. Thomas Vengayil; John J. McAtavey, Pastor Emeri- O'Shea, Joseph H. A Albert McMahon, O.F.M. tus; Julian P. Harris; Joseph Popes. Reverend Fathers- Res. and Mailing-1000 Lantana Rd., P.O. Box Mailing Address: P.O. Box 3726, 33469. Aymanamkuzhy, Jacob 3978, 33465. 761: 561-585-6970; Fax: 561-675-8482. Res., 204 U.S. Hwy. 1, 33469. Tel: 561-746.7974; Block, John G. Catechesis/Religious Programs-Students 124. Fax: 561-743-6127. Calle, Juan de la North Palm Beach, Palm Beach Co., St. Clare (1960), Catechesis/Religioua Programs-Students 433. Chepanis, Anthony J. Revs. William D. O'Shea; John J. Pasquini. Vero Beach, Indian River Co., St. Helen (1919), Rev. Christopher, Mark Roe., 821 Prosperity Farms Rd., 33408. Tel: 561-622- Michael W. Edwards; Rev. Msgr. Irvine Nugent, Connolly, Larkin t. 7477; Fax: 561-624-0022. Pastor Emeritus; Revs. Adrian Terres (Colombia7, Cronin, Daniel V. School Tel: 561-622-7171; Fax: 561-627-4426. Mr. Brian Lehnert. Devereaux, Martin C. Andrew J. Houvouras, Prin. Res., 2085 Tallahassee Ave., P.O. Box 2927, 32961. Dolan, Peter C. Lay Teachers 25; Students 529. Tel: 661-567-5129; Fax: 561-567-1061. Fenech, Francis X. Catechesis/Religious Programs-Students 178. School-2050 Vero Beach Ave. 32960. Tel: 561-567• Fitzgerald, Matthew St. Paul of the Cross (1970), Revs. Arthur Venezia; 5457; Fax: 661-567-4823. Flynn, Francis Peter Thoung; Thomas Otto. Lay Teachers 14; Students 299. Hubert, Raymond P. Res., 10970 State Rd. AIA, 33408. Tel: 561-626- Catechesis /Religious Progrums-2026 20th Ave., Maloney, Francis E. 1873; Fax: 661-622-7307, 32960. 161: 561-562-5954; Fax: 661-562-2209. Malvey, James Catechesis/Religioua Programs-Students 240. Students 770. McAtavey, John J. Okeechobee, Okeechobee Co., Sacred Heart (1964), Rev. Holy Cross (1981), Revs. Richard Murphy; John O'Hare, John B. Hugh Duffy. Massaro, C.S.C.• John B. O'Hare, Pastor Emeritus. Powell, Bernard Mailing Address: P.O. Box 716, 34973. Res., 500 Iris Lu., 32964. Tel: 561-231-0671• Fax: Profeta, Salvatore Res., 901 S.W. 6th St., 34974. 7e1: 863-763-3727; 561-234-5653. Rynne, Thomas J. Fax: 863-763.9304. Catechesis /Religious Programs-Tel: 561-234- Stack, Christopher Catechesis /Religious Programa Tel : 863-763- 1102. Vereb, John 2745. Students 277. Students 528. St. John of the Cross (1989), Rev. John A. Crowley. Permanent Deacons: Pahokee, Palm Beach Co., St. Mary (1932), Rev. John J. Res., 950 82nd Ave., 32966, Tel: 661.563-0667; Fax: Allgaieg John Mericantants. 661-563-9176. Ambroise, Emile Res., 1200 E. Main St., 33476. 761: 561-924-7305; CatechesislReligious Programa--Students 46. Battison, Donald (HRT) Fax: 561-924-9394. Wellington, Palm Beach Co., St. Rita (1980), Revs. Beres, Ronald Catechesis /Religious Programs-Tel : 561-924- Walter J. Dockerill; Luiz Bastos (ORL); George L. Blake, Richard 5888. Batista (NEW). Brennan, William (RVC) Students 60. Res., 13645 Paddock Dr., 33414. Tel: 561-793-8544; Brooks, James Palm Beach, Palm Beach Co., St. Edward (1926), Rev. Fax: 661-793-4082. Campbell, James Francis J. Lechiara. Catechesis/Religioue Programs-Students 3,096. Collins, George (NY) Res., 144 N. County Rd., 33480. Tel: 561-832-0400; West Palm Beach, Palm Beach Co., Crary, Lawrence Fax: hesisl3.3369. 1-HOLY NAME OF JESUS, (1954), Revs. Aidan Lacy; Daniels, Robert Calecheais/Religioua Programa-Students 80. Gavin Bedway; Marco 11u1io DeLeon. Decker, Myles Palm City, Martin Co., Holy Redeemer (1983), Revs. Res. 34,5 S. Military Demes, Dennie Martin B. Mulqueen; Bernard F. Powell. S . 33415. 761: 661-683-3666; Dingee Joseph Mailing Address: P.O. Box 916, 34991 . Fax: 661-683-1061 . Dingae, Richard Ree., 1964 Capri St., 34990. Tbl: 661-286-4590; Fax: School-Tel: 561-683-2990; Fax: 561-683-0803. Sc Gallagher, Ronald 661-286-8792. Kathleen Cumine, R.S.H.M., Prin. Gallagher, Daniel (NY) Sisters 2; Lay Teachers 13; Students 315. Garamella, Robert Port St. Lupe, St. Lucie Co., Catechesis/Religious Programs-Students 262. Gardyna, Henry 1-ST. BERNADETTE, (2001), Rev. Victor Ulto. 2-MARY IMMAOULATE, ( 1974), Revs. Timothy J. Lynch; Gluhosky, Frank (HRT) Church-P.O. Box 881114, 34988- 1114. Tel: 661-336• Joseph Kuczborski, Admin.; Jimmy Hababag (Phil- Hamilton, Jack (WDC) 9966; Fax: 561-336-6266. ippines). Hayes, Stephen (RVC) PALM BEACH (PMB) 934 CATHOLIC CHURCH IN THE U.S. i Jackson, Frank Mostler, John (RVC) Ramos, Mariano Kucera, John Murray, Paul Santana, Richard (NY) Leone, Charles (MIA) Ortiz, Jose Sawney, Ira (Grenada) Lopez, Jesus Pagliara, Daniel Seppanen, Henry (CAM) Lucente, Salvatore ( PH) Perez, Wilfredo Toussaint, Hank 1 Mancuso, Terry (PEO) Pierce, Jack Wesley, Albert (FTW) McMahon, Stephen Raisch, Jack Whalen, Charles (ALB) Melendez, Carlos Ramos, Geraldo (BGP) Zatarga, Michael INSTITUTIONS LOCATED IN THE DIOCESE (A) SEMINARIES, RELIGIOUS OR Cit, Stuart, 34997. Tel: 561-286-2216. Mr. Paul Diocese of Palm Beach, Inc., P.O. Box 109650, 33410- SCHOLASTICATES Brabenec, Pres. 9650. BOYNTON BEACH. St. Vincent de Paul Regional Semi- 71•easure Coast District Council, 1063 S.W. McCoy Diocese of Palm Beach Burse Fund Trust. nary, 10701 S. Military Tr. , 33436. Tel: 561-732- Ave., Port St. Lucie, 34963. Tel: 661-336-9054. Mrs. Diocese of Palm Beach Endowment Dust . 4424; Fax: 561-737-2205. Frances Askland, Pres. Diocese of Palm Beach Health Plan T)•ust. Rev. Louis E-mail: sudp.edu T. Guerin, Chm. Revs. Stephen C. Basso, S.S.L. (PT), Rector & [G] PERSONAL PRELATURES Diocesan Pension Plan 7)•ust. Rev. Charles E. Pres.; Steven Olds (ORL), Dean, Pastoral Forma- DELRAY BEACH. Prelature of the Holy Cross and Opus Notabartolo, Chm. tion; Guillermo Arias, S.J. , M.Ed., Dean, Spiritual Dei, 4409 Frances Dr., 33445. Tel: 561-498-1249; Diocesan Property & Liability Insurance Committee. Formation; Sr. Janet Sullivan , O.S.F., Continuing Fax: 561.498.0054. Legal Title: The Work of God, Rev. Richard Murphy, Chm. Education Dir.; Dr. Zoila Diaz, D.Min., Dean of Inc. Rev Christopher Schmitt. The Florida Catholic of Palm Beach, Inc. Mailing Pastoral Formation; Dr. Sixto Garcia, Ph.D.; Dr. Address: P.O. Box 109650, 33410-9660. Mrs. Irene i Antonio Lopez, Ph.D. ; Mr. Art Quinn, L.S., Librar- [H] MONASTERIES AND RESIDENCES OF Hey, Editor. ian; Rev. Msgr. William White, M.A. (NY); Most PRIESTS AND BROTHERS Helping Hands Scholarship Fund, Diocese of Palm Rev. Raymond Lessard, J.C.L.; Revs. Felipe Es- BOCA RATON. St. Elias Priory-Order of Carmelites, Ny, Beach. Tel: 561-775-9547. Mailing Address: P.O. I tevez, STD (MIA), Dean of Spiritual Formation Box 109660 33410-9650. Piotr Paciorek, STD (Poland); Robert Bauer, SDB, 4944 Rabbit Hollow, 3Tho Tel: 56 waki,6762; Fax: BOCA RATON. Christ Child Society of Boca Raton, P.O. SSL; Michael Muhr, M.Div., SP; Steven O'Hala, Guy F5-0769. Rema. Thomas Zes Hess, O.Carm. Box 811025, 33481.1025. Tel: 561-368-3932; Fax: j S.T.D. (MIA), Vice Rector & Treas.; Jose Juan Guy Fiano, E CH. O Prior; James Hese, Opiritu 561-368-2318. NORTH PALM BEACH. Our Lady of Florida Spiritual I Quijano, S.T.L (MIA); Juan Carlos Rios, S.T.L.; E-mail: cchildboca@aol.cem Center 1300 U.S. Hwy. No. 1 , 33408. Tel: 661-626 Mark Hauberger, M.A. (VEN), Treasurer; Sr. Mar- 1300; Fax: 661-627-3956. Cross International Catholic Outreach, Lw., 370 W. garita Gomez, R. M . 1, S.T.L. ; Dr. Emilio Chavez, Camino Gardena Blvd. , 33432. Tel: 561-392-9212, E-mail: : www.ouriadyofflorida.org Ph.D.; Dr. Miguel 11. Diaz, Ph.D. Web site: www.ourledyofllorida.org Ext. 408; Fax: 561.367-0564. Mr. James J. Cavnar, Revs. Francis Finnigan C.P. Dir. Retreats; Damian Pres. [B] HIGH SCHOOLS, DIOCESAN AND Towey, C.P.; Emmanuel Gardon, C.P.; Raphael Am- BOYNTON BEACH. St. Vneent de Paul Regional Semi- PAROCHIAL nary Endowment rust, 10701 S. Military Mr., 33436. rhein, C.P.; Bro. Matthew Krawchyk. Priests 4. BOCA RATON. Pope John Paul 11 High School, 4001 N. TsquEsm. PI.M.E. Missionaries, Beach Rd., 33469. CORAL SeRiNas. South Florida Lay Cistercians, Inc., Military Tt, 33431 . Tel: 561-994-8998• Fax: 661-989- Tel: 561-746-7767 Fax: 561-747-9549. 6311 N.W. 47th Ct., 33067. Tel: 954-340-5705; Fax: 8582. Revs. Guy Piano, O.Carm., Pres.; Thomas Email: nichom@aol.com 964-344-9231. Natalie Smith, Pres. Zalewski, O.Carm., Dean of Students; James Hess, Web site: httpJ/www.pime.org Vocations Placement Service, Inc., 6311 N.W. 47th Ct., O.Carm.; Dr. Jerrold Robinson, Prin; Mrs. Susan Revs. Nicholas Maestrini P.I.M.E., Rector; Pas- 33067. Tel: 954.340-5705; Fax: 954-344-9231. Hanley, Asst. Prin. Lay Teachers 57; Students 820. quale Persica P.I'.M.E. DELRAY BEACH. Mary's Room International, Inc., 840 FORT PIERCE. John Carroll High School, 3402 Delaware VERO BEACH. Paulist Fathers Residence1225 20th George Bush Blvd., 33483. Ave., 34947-6116. Tel: 561-464-5200; Fax: 561-464- Ave., 32960. Tel: 561-562-0500; Fax: 661- 7949810. GREENAcEss. Willa Madonna, 4809 Lake Worth Rd., 5233. Revs. Thomas J. Marley, CS.P.; William J. Cantwell, 33463-3455. Tel: 661-963.1900, Fax: 561-963-1476. E-mail: jchs%ohncarrolhigh.com C.S.P.; George F. Helmich, C.S.P.; Thomas J. Con- E-mail: thirdvillo@aol.com Web site: wwwjohncarrolihigh.com nellan, C.S.P. JENSEN BEACH. Villa Assumpta, Inc., 2539 N.E. Mission Rev. Michael Woodcock, Pres.; Mr. Clyde L. Russell, Dr., 9-8, 34957. Tel: 561-334-0009; Fax: 561-334- Prin. Lay Teachers 31 ; Students 517. [Il CONVENTS AND RESIDENCES FOR 2168• WEST PALM BEACH. Cardinal Newman High School, SISTERS E-mail: villaa@gate.net 512 Spencer Dr., 33409. Tel: 561-683-6266; Fax: Ms. Linda Matz, Res. Mgr. 561-683-7307. DELRAY BEACH. Christ the King Monastery 0f Clare, NORTH PALM BEACH. Christ Child Societ E-mail:- : enhsCcardinalnewman.com (Solemn Vows, Papal Enclosure), 3900 Sherwood Y o f Palm 8. Web site: www.cardinalnewman.com Blvd., 33445-5699. Tel: 561-498-3294; Fax: 561-498- Beach, P.O. Box Raphael Fa ily Li Rev. David W. Carr, Pres.; John F. Clarke, Prin.; 2281' PALM Corr. St. Raphael Family 1-0 Censer, 9440 S.W. James E. Carver, Asst. Prin.; Rev. Richard George, E-mail: y Vero i ay@juno.cem 48th Ave., . Wila Tel: 661-781-0350. Chap. Ley Teachers 66; Students 879. Sr. Mary Veronica Butler, O.S.C., Abbess. Clois- RIVIERA BEACH. Villa Franciscan, Inc., 2101 Avenue F, tered Sisters 9; Extern Sisters 3. 33404. Tel: 561-840-0444; Fax: 561-840-9444. [ C] SCHOOLS, PRIVATE Claretian Missionary, Sisters of Florida, Inc., 9600 W. E-mail: vfan@bellsouth.net Atlantic Ave., 33446, Tel: 561-498-9239; Fax: 561- Web site: villafranciseen.catholicweb.cem 1NDIANTOWN. Oratory. Hope Rural School. (Grades K-6), 637-5712. Mr. William Kerr, Mgr. 15929 S.W. 150th St., 34956. Tel: 561-597-2203; E-mail: claretian.sr.delray@worldnet.att.net STUART. Christ Child Society of Stuart, 5401 Merton Fax: 661-697-2259. Web site: www.claretiansisters.org Way, 34997. Tel: 561-287-0868. Pat Hammel, Pres. E-mail: hopesch@gate.net WEST PALM BEACH. Adrian Dominican Sisters, Florida Web site: www.gate.net/-hopesch Mission Chapter, 810 N. Olive Ave., 33401-3710. RELIGIOUS INSTITUTES OF MEN Sr. Marie Celeste Gatti, O.P., Dir.; Sr. Marion Hang- Tel: 561-832-0521; Fax: 561-832-0365. REPRESENTED IN THE DIOCESE sterferdents 190 O.R. Prin. Sisters 3; Lay Teachers 9; Stu- E-mail: flmich@aol.com For further details refer to the corresponding bracketed Web site: www.admc-op.org number in the Religious Institutes of Men or Women WEST PALM BEACH. Sr. Mary Ann Caulfield, O.P., Chapter Prioress. section. *Rosarian Academy. (Grades PreK-8), 807 N. Flagler Dr., 33401. Tel: 561 -832-5131 ; Fax: 561-820.8750. [J] RETREAT HOUSES [02001-Benedictine Monks.-O.S.B. 107 ongregation of Marians of the Immaculate E-mail: infe@rusarian.org LANTANA. The Cenacle Spiritual Life Center, 1400 S. anC C Web site: www.rosarian.org Dixie Hwy., 33462-5492. Tel: 561-582-2534• Fax: Conception.-M.I.C. Sisters of St. Dominic (Adrian, Ml). Rev. William 561-682-8070. 100301-Congregation of St. Paul.-C.S.P. Martin, O.M.I., Chap.; Mrs. Mary DeVault, Prin. E-mail: cenacletl@aol.com [06101-Congregation of the Holy Cross.-CSC. Sisters 6; Lay Teachers 41; Students 470. Web site: www.cenaciesisters.org 106501--Congregation of the Holy Ghost.--C.S.Sp. Spiritual Life Center for laity and religious. Sisters [0330]-Congregation of the Mission.-C.M. [Dl HOMES FOR AGED b. 110001-Congregation of the Passion.-C.P. WEST PALM BEACH. Noreen McKeen Residence for Geri- NORTIt PALM BEACH. Our Lady of Florida Spiritual [05201-Franciscan Friars. (Holy Name Prov.).-O.F.M. atric Care, 315 Flagler Dr. S., 33401 . Tel: 561-656- Center, 1300 U.S. Hwy. No. 1, 33408. Tel: 661-626- (0520]Franciscan Friars. (Immaculate Conception 8544• Fax: 561-650.8952 1300' Fax: 561-627-3956. Prov.).-O.F.Mp . For a complete listing, refer to the Special Care E-mail: rsullivan@cpprov.org p Franciscan Friars Minor of Puglia. (Italy).-O.F.M. Facilities section. Web site: Www.ourladyofllorida.org 104701-Franciscan Friars, Capucin.-O.F.M.Cap. [E] NAZARETH HOMES (K1 CATHOLIC CHARITIES 104801Franciscans Friars, Conuentual.-O.P.M.Conv. BOCA RATON. Alhambra House, 399 NE 25th Ter., 33431 . WEST PALM BEACH. Holy Cross School and Service 106701-Hospitaller Brothers of St. John of God.-O.H. Tel: 661-392-9497. Sr. Rita Baum, S.S.J., Contact. Center, 930 Southern Blvd., 33405. Tel: 661-308- D Institute Voluntas Dei. (Canada - Province of Haiti).- Bethlehem House, 2.280 NE 6th Ave., 33431. Tel: 4245. Sr. Maureen Minihane, C.S.C., Dir. I.V.Dei. ' 661-392-9474. Sr. Rita Baum, S.S.J., Contact. [08001-Maryknoll Missionary Fathers.-M.M. Columbia House, 424 N.E. 8th 3t., 33432. Tel: 561- [L] MISCELLANEOUS LISTINGS (12101-Missionaries of St. Charles Borromeo.-C.S. 417-2681; Fax: 661-392-9476. PALM BEACH GARDENS. Catholic Charities of the Diocese 109101-Oblates of Mary Immaculate.-O.M.I. (F] SOCIETY OF ST, VINCENT DE PAULof Palm Beach, Inc. Mailing Address: P.O. Box (02701-Order of Carmelites.-O.Carm. 1096501 34410-9650. 9995 N. Military Tn, 34410. [10501-Pontifical Institute for Foreign Missions.- WEST PALM BEACH. Palm Beach District Council, 4863 GladesKids Out of School Program, St. Philip P.I.M.E. Elmhurst Rd., 33417. Tel: 561-683-6670. Mr. La- Benizi, 710 S. Main St., Belle Glade, 33430. Tel: [11901-Salesians of Don Bosco.-S.D.B. Verne A. Schenk, Pres. & Trustee; Rev. Clemens 561-996-3970. Sr. Laura Cavanaugh, S.B.S. i Hammerschmitt, Spiritual Advisor. Con El, Inc., P.O. Box 1096509 33410-9650. 106901--Society of Jesus.-S.J. Feehan District Council, 6480 86th St., Vero Beach, Diocesan Council of Catholic Women. Rev. Clemens (1020]-Society of St. Paul.-S.S.P. 32967. Tel: 561-589.3338. Mr. Paul R. Wolff, Pres. Hammerachmitt, Diocesan Moderator; Mrs. Diane 104201-society of the Divine Word.-S.V.D. Martin County District Council, 5300 Burning Tree Bifano, Pres. Tel: 561-487-6956. 110601•-Society of the Precious Blood.--C .PP.S. CATHOLIC CHURCH IN THE U.S. 935 (PMB) PALM BEACH RELIGIOUS INSTITUTES OF WOMEN 11—Hermitage of the Diocese of Palm Beach. 119901—Sisters of the Holy Names of Jesus and Ma REPRESENTED IN THE DIOCESE 124701 Maryknoll Sisters of St. Dominic.—M.M. S.N.J.M. ry 10130)—Apostles of the Sacred Heart of Jesus. (24901—Medica! Mission Sisters.—M.M.S. U—Sisters of the Most Holy Soul of Jesus.—S.S.C.H. (03301—Carmelite Sisters or the (37601—Order of St. Clare.—O.S.C. 121601—Sisters, Servants of the Immaculate Heart of f Aged and In rm .- Mary.—I.H.M. O.Carm. 131101—Religious of Our Lady of the Cenacle.—R.C. 106851—Claretian Missionary Sisters.—R.M.I. 134651—Religious of the Sacred Heart of Mary.- 119301--Congregation ojthe Sisters of the Holy Cross.— R.S.H.M. DIOCESAN CEMETERIES C.S.C. 129701--School Sisters of Notre Dame.--S.S.N.D. t .-. . 117101—Congregation of the Third Order of St. Francis 105901—Sisters o Chari o St. Elizabeth. (Convent We mete PALjw BEACH. Our Lady Queen l Peace Catholic o Ma Immaculate.—O.S.F. j f Cemetery, Inc., 10941 Southern Blvd. , 33406. Tel: j �' Station, NJ).—S.C. 561-793-0711 ; Fax: 561-793-0182. 11070-031—Dominican Sisters. (Sinsinawa, WI).—O.P. (21101—Sisters of Humility of Mary.—H.M. E-mail: email@ourqueen.org 11070-131—Dominican Sisters. (Adrian, MI.—O.R (25601—Sisters of Mary Repanatrix.—S.M.R. Web site: www.ourqueen.org 11070.161—Dominican Sisters of Hope.—O.P. 125201—Sisters of Mercy. (Dublin, Ireland).—R.S.M. Rev. Thomas Vengayil, Dir.; Charles Freehold, Ad- 11070-171—Dominican Sisters of St. Catherine de Ricci.— 125761—Sisters of Mercy of the Americas.—R.S.M. min. O.P. (11401—Eucharistic Missionaries of St. Dominic.-0.P. (30001—Sisters of Notre Dame de Namur.—S.N.D.deN. 111801—Franciscan Sisters of Allegany, NY.—O.S.F. 138401—Sisters of St. Joseph of Caroadelet.--C.S.J. NECROLOGY 1184 G dalupana Missionaries of the Holy Spirit.— 139001—Sisters of St. Joseph of St. Augustine.—SS.J. t O Dea, William Lawrence, Lantana, FL Holy Spirit. (02601—Sisters of the Blessed Sacrament.—S.B.S. —Died Aug. 24, 2001 . `yF rr d 1 • ii S Z n h ;i NOIIVHOd[HODNI JO S :IlallHV I PATRICK FITZGERALD , P . A . ATTORNEYS AT LAW 110 MERRICK WAY, SUITE 3-B CORAL GABLES, FLORIDA 33134 J. PATRICK FITZGERALD TELEPHONE (305) 443-9162 PALM BEACH OFFICE TELEFAX (305) 443-6613 ROBERTO J . DIAZ 120 BUTLER STREET THOMAS H. COURTNEY WEST PALM BEACH, FLORIDA 33407 MICHELLE S. GARCIA-RIVERA (561 ) 659-6438 OF COUNSEL: SUZANNE A. DOCKERTY Reply To : March 21 , 2003 Coral Gables Madeleine Schutz, LCSW Executive Director Catholic Charities of the Diocese of Palm Beach P . O . Box 109650 Palm Beach Gardens, FL 33410- 9650 RE : Our Client No . : 12- 1 Catholic Charities of the Diocese of Palm Beach, Inc . Dear Madeleine : We have enclosed a copy of the Amended and Restated Articles of Incorporation that were filed with the Secretary of State this week. As you know, the articles were amended to meet a funding requirement for one of the housing projects . We took the opportunity to amend and restate the articles since that had not been done in almost twenty years . The Amended and Restated Articles should be distributed to board members along with the amended and restated bylaws that we prepared earlier this year. Please contact me if you have any questions . Since 1 yours , r Ro o J. Di Enclosure cc : Robin Lunn (w/enclosure) RJD/bt- 12- 1 -Amended&Restated a.vlS(�T1SVl-5�1 . 1✓�ivl-Lvl-SVft-SivT-slvL-tiViGA:vl-tiVLYVl-S � IGS • Lal � ,�11 • ZS • /GV • !GY • iby L1Y finU�?n»�no�o�o�o�o�o�onOnonononononoI totofv �OCte 0 . 0 ta af SOC s 4C � :. y F L SOC � ' 4D 'mac ofS s / o 1 7 1 ' .'1 : J � rOa Olearm �f 01.0 Jc t % C ro r % s e tis ; y s� 0C DIOCESE- • - • • • • ti OFPALM BEACH, • tis 1 ��C is • • • • • - • • SOC all C ao t1 1! tate of Florida, filed on November 20 , 1984 0 all 00 o * ' - N06262 , s rn, - o • - • o • • • �. � % � C `U` 0 - ft I aa further certify that said office through % . • - • - % ti�1annureport/uniform • • • • - • • 11 • ��: , I further certify that • Corporation has not - • Articles of • • j 1 , 0- c �• � roti S 1 s / � • C 4 all �;ox ! C �O, Given� C • - .• • % sr y�< Great - . of - of • • . y a* �sf at Tallahassee, the this the rZ � • xth day of January, 2002 '(0 >�f �O� - � . s. • s2: EC . . S A ymllsi % am ef ':h-: ::idle ��r'S�• • � ��1 � C SCR2EO22 ( 1 -99) OC d + ., >Qs � C �/=� LGviG4lviWIf ,Wvyw(Cyl � I/Lyi ,• i(�yt . 1/�yt . ILy, . 'yyt • 'Ly • %I • ^ • !t-d • /Gal {W /Gal /Gal IW • (tal ltA1 • La1 • !W • Y-al 1-�l 1�l �1 M1 / . I•Ann � n�?nVafr;U \•lh��UnUh?�U��U �� l�C��o�iononoroc»o�o�o�o�o�o�0000 ��%/' �b o FLORIDA DEPARTMENT OF STATE Katherine Harris Secretary of State January 26, 2002 CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH , INC. P.O. BOX 109650 PALM BEACH GARDEN, FL 33410 US SUBJECT : CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC . DOCUMENT NUMBER: N06262 In compliance with the request on your 2002 Annual Report/Uniform Business Report, the certificate of status for the subject corporation is enclosed . Should you have any questions regarding this matter, please telephone (850) 488 - 9000 . Division of Corporations Division of Corporations - P . O . BOX 6327 - Tallahassee, Florida 32314 AMENDED AND RESTATED ARTICLES OF INCORPORATION OF CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC. (A Florida Not For Profit Corporation) CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC . , a Florida not- for-profit corporation, having its principal office at 9995 North Military Trail , Palm Beach Gardens , FL 33410- 9650 , and originally incorporated under the name of Catholic Social Services of the Diocese of Palm Beach, Inc . , on November 20 , 1984 , hereby certifies to the Department of State that : FIRST : The following Amended and Restated Articles of Incorporation were duly adopted by the Members at a meeting duly called on February 18 , 2003 , at which a majority were present and unanimously adopted these Amended and Restated Articles of Incorporation and unanimously approved ; which is the only requirement to amend and restate these Articles of Incorporation, pursuant to the authority and provisions of the Florida Statutes and existing Articles of Incorporation and Bylaws of Catholic Charities of the Diocese of Palm Beach, Inc . , further, these Amended and Restated Articles of Incorporation shall be effective as of the date of adoption. BE IT RESOLVED that the Articles of Incorporation are hereby amended and restated by striking in their entirety Articles One through Fifteen, inclusive and by substituting the following in lieu thereof. ARTICLE I - NAME The name of the Corporation shall be CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC . ARTICLE II - PURPOSE (a) The specific and primary purposes for which this corporation is formed are to operate for the advancement of charitable welfare and social work within the Diocese of Palm Beach; to organize and govern branches or affiliated agencies or institutions of charity of this corporation through the Diocese of Palm Beach; to engage in family and child welfare services throughout the Diocese of Palm Beach; to collect and publish information concerning welfare and social work; and to foster low income housing in the Diocese of Palm Beach. (b) This corporation is being formed as part of the social ministry of the Catholic Church and therefore will operate under the supervision and direction of the Bishop of the Diocese of Palm Beach. (c) The general purposes for which this corporation is formed are to operate exclusively for such charitable purposes as will qualify it as an exempt organization under Section 501 (c) (3 ) of the Internal Revenue Code of 1986 , as amended, or corresponding provisions of any subsequent Federal tax laws , including, for such purposes, the making of distributions to organizations qualifying as tax-exempt organizations under that Code . (d) This Corporation shall not, as a substantial part of its activities, carry out propaganda or otherwise attempt to influence legislation; it shall not participate or intervene (by publication or distribution of any statement or otherwise) in any political campaign on behalf of any candidate for public office . (e) Except as limited by these Articles of Incorporation or its Bylaws , the Corporation shall have and exercise all rights and powers in furtherance of its purposes as are now or may hereafter be conferred on not-for-profit corporations under the laws of the State of Florida. ARTICLE III - QUALIFICATIONS FOR MEMBERS AND THE MANNER OF THEIR ADMISSIONS The initial member shall be the Most Reverend Sean P . O ' Malley, O .F . M. , CAP , as Bishop of the Diocese of Palm Beach, his successors in office . Additional Members may be appointed by the Bishop of the Diocese of Palm Beach in his sole discretion. Any additional Member(s) may be removed by th Bishop of the Diocese of Palm Beach in his sole discretion. ARTICLE IV - RESERVATION OF POWERS TO MEMBERS The Corporation is an apostolate of the Roman Catholic Church and as such the Canon law requires that certain powers be reserved to the Bishop of the Diocese . Therefore, the following powers are specifically reserved to the Members : (a) The operating philosophy of the Corporation shall be approved by the Members ; (b) The Corporation property may not be leased, sold or encumbered without the express written approval of the Members ; and (c) The corporation may not be merged or dissolved without the express written approval of the Members . ARTICLE V - ADDRESS OF REGISTERED OFFICE NAME OF REGISTERED AGENT The street address of the registered office of the corporation is 9995 North Military Trail , Palm Beach Gardens, Florida 33410 . 2 The registered agent of the corporation is J . Patrick Fitzgerald, Esquire . ARTICLE VI - BOARD OF DIRECTORS The business of the corporation shall be managed by a Board of Directors consisting of not fewer than three (3 ) persons and not more than forty (40) persons, the exact number to be determined from time to time in accordance with the Bylaws . The Directors shall be elected by the Members . The Members may remove any or all of the Directors from the Board, with or without cause and at such time as they may determine , in their sole discretion. ARTICLE VII -TERM OF EXISTENCE This corporation shall have perpetual existence . ARTICLE VIII - BYLAWS The Members shall adopt Bylaws for the corporation . The Bylaws may be amended, altered, modified or revoked by the Members in any manner permitted by the Bylaws . ARTICLE IX - OFFICERS The Corporation shall have a President, a Secretary and a Treasurer and may have additional and assistant officers including, without limitation thereto , one or more Vice Presidents , Assistant Secretaries , and Assistant Treasurers . A person may hold more than one office at one time . Such officers shall be elected by the Members . The Members may remove any or all of the Officers, with or without cause, and at such time as the Members may determine . ARTICLE X - POWERS Except as limited by these Articles of Incorporation or its Bylaws, the Corporation shall have and exercise all rights and powers in furtherance of its purposes as are now or may hereafter be conferred on not-for-profit corporations under the laws fo the State of Florida. Without limiting the generality of the powers specified above, the specific powers of the Corporation shall be : (a) To acquire, by purchase, lease or otherwise, and hold title to such real property, including improvements thereon, and any personal property as may be beneficial to the fulfillment of the charitable, scientific, religious and educational purposes of CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH, INC . and other affiliated organizations ; (b) To lease all or a portion of such real and personal property; 3 (c) To borrow funds in order to expand, enhance, support or maintain the activities of the corporation or any of its affiliated organizations ; (d) To make charitable contributions to any affiliated organizations ; (e) To manage and operate any of its assets in recognition and attainment of the foregoing objectives ; and (f) To utilize its income in furtherance of the foregoing objectives . ARTICLE XI - LIMITATIONS ON ACTIVITIES No part of the net earnings of the corporation shall inure to the benefit of or be distributable to , any Member, Director of Officer of the corporation or any other private individual (except that reasonable compensation may be paid for services rendered to or for the corporation affecting one or more of its purposes), and no Member, Director or Officer of the corporation, or any other private individual, shall be entitled to share in the distribution of any of the corporate assets on dissolution of the corporation, provided, however, the corporation may confer benefits in the form of contributions in dissolution or otherwise, upon a not-for-profit corporation described in Section 501 (c) (3 ) of the Code . No substantial part of the activities of the corporation shall be the carrying on of propaganda or otherwise attempting to influence legislation, and the corporation shall not participate in or intervene in any political campaign (including the publication or distribution of statements) on behalf of any candidate for public office . Notwithstanding any other provisions of these Articles of Incorporation, the corporation shall not conduct or carry on any activities not permitted to be conducted or carried on by any organization exempt form taxation under Section 501 (c) (3 )of the Code, or by an organization contributions to which are deductible under section 170 (c) (2) of the Code . ARTICLE XII - CONDUCT OF AFFAIRS The business and affairs of the Corporation shall be conducted in a manner consistent with the Code of Canon Law, all applicable directives and teachings of the Roman Catholic Church, and the provisions of these Articles of Incorporation and the Bylaws of this Corporation . ARTICLE XIII- AMENDMENT OF THE ARTICLES OF INCORPORATION These Articles may be amended, altered, modified or revoked only upon the vote of a majority of the Members . 4 CERTIFICATION I, the undersigned President of Catholic Charities of the Diocese of Palm Beach, a Florida not for profit corporation, do hereby certify that the following is a true and correct copy of a Resolution unanimously adopted at a special meeting of the Board of Directors of Catholic Charities of the Diocese of Palm Beach Inc . , duly called for and held on A(J" ( � , 2003 , at which majority of Directors were present : BE IT RESOLVED that the Articles of Incorporation be and are hereby amended to read as per Exhibit "A" attached hereto and made a part hereof. I FURTHER CERTIFY that there have been no changes, alterations, or amendments and that therefore, said RESOLUTION is still in full force and effect and that it is no conflict with any of the provisions of the Charter or Bylaws governing the Corporation. WITNESS my hand and &al at Palm Beach Gardens this %7� , day of 94tr A , 2003 . William Muir President STATE OF FLORIDA ) ) SS COUNTY OF PALM BEACH ) The foregoing instrument was acknowledge before me this .1day of 2003 , by William Muir as President of Catholic Charities of the Diocese of Palm Beach, Inc . , a Florida not for profit , on behalf of the corporation. He is personally known to me or has produced as identification. J NOT LI PUBSTATE O LORIDA 4 /f My Commission Expires : ,.,• ROBERTO J. DlAZ --`� OO . ;. MY COMMISSION # DD 088442 .� EXPIRES: ,Ianmy 31 , 2006 �^ . gMW 1bm Na" Pubk etwtltKs Pfa� 5 ACCEPTANCE OF REGISTERED AGENT I the undersigned hereby accept to act in the capacity of Registered Agent of Catholic Charities of the Diocese of Palm Beach, Inc. , a Florida not for profit corporation. J k Fitgerald 12- 1%aab\THCkA MM-TO-AOI-3-13-03 6 EXHIBIT "A" The following articles are being amended from the existing Articles of Incorporation : Existing Articles Amended and Restated Articles One Restated Two Amended Three Amended Four Restated Five Amended Six Amended Seven Amended Eight Amended Nine Amended Ten Amended Eleven Amended Twelve Amended Thirteen Amended Fourteen Amended Fifteen Amended 7 . . ..........7, BY LAWS J . PATRICK FITZGERALD , P . A , ATTORNEYS AT LAW 110 MERRICK WAY SURE 3-B CORAL GABLES, FLORIDA 33134 TELEPHONE (305) 443-9162 PALM BEACH OFFICE J . PATRICK FITZGERALD TELEFAX (305) 443-6613 120 BUTLER STREET ROBERTO J . DIAZ WEST PALM BEACH , FLORIDA 33407 THOMAS H. COURTNEY (561 ) 659-6438 MICHELLE S. GARCIA-RIVERA OF COUNSEL: Reply To : SUZANNE A. DOCKERTY Coral Gables Madeleine Schutz, LCSW Executive Director Catholic Charities of the Diocese of Palm Beach P . O . Box 109650 Palm Beach Gardens, FL 33410- 9650 Re : Our Client No . : 12 - 1 Catholic Charities of the Diocese of Palm Beach Dear Madeleine : Enclosed please find the First Amendment to the Amended and Restated Bylaws for your review. If acceptable, please arrange to have the Amendment executed by the Bishop and the Secretary of the corporation. We kindly request that you forward a copy of the executed Amendment for our records . As always, if you have any questions or concerns , please do not hesitate to contact me . Respect ly, ZZj Thomas . Courtney Enclosure THC/bt-12- 1 - 1 stAmend&RestatedBylaws AMENDED AND RESTATED BYLAWS OF CATHOLIC CHARITIES OF THE DIOCESE OF PALM BEACH INC. A FLORIDA NOT-FOR-PROFIT CORPORATION ARTICLE 1 GENERAL The provisions of this document constitute the Amended and Restated Bylaws of Catholic Chanties of the Diocese of Palm Beach, Inc . , a Florida not-for-profit corporation, hereinafter referred to as the "Corporation", which Bylaws , until changed by an amendment hereto , shall be utilized to govern the management and operation of the Corporation for all purposes from and after �'z S r a 52003 . ARTICLE 2 CORPORATION PURPOSE A . The specific and primary purposes for which this Corporation is formed are to operate for the advancement of charitable welfare and social work within the Diocese of Palm Beach; to organize and govern branches or affiliated agencies or institutions of charity of this corporation throughout the Diocese of Palm Beach; to engage in family and child welfare service throughout the Diocese of Palm Beach, to collect and publish information concerning charitable welfare and social work; and to foster low income housing in the Diocese of Palm Beach. B . This Corporation is to operate exclusively for such charitable purposes as will qualify it as an exempt organization under Section 501 (c) (3 ) of the Internal Revenue Code of 1954 or corresponding provisions of any subsequent Federal tax laws, including, for such purposes, the making of distributions to organizations qualifying as tax -exempt organizations under that Code . C . This Corporation is being formed as part of the social ministry of the Catholic Church and therefore will operate under the supervision and direction of the Bishop of the Diocese of Palm Beach . D . The Bishop of the Diocese of Palm Beach is responsible for approving the policies , procedures and the programs that the corporation shall operate . The Vicar of Social Services will represent the Bishop of the Diocese of Palm Beach by informing the directors and officers of the Corporation of the Bishop ' s policies , procedures and programs that the Corporation should pursue . E . This Corporation shall not, as a substantial part of its activities, carry out propaganda or sponsor legislation; nor shall it participate or intervene (by publication or distribution of any statement or otherwise) in any political campaign on behalf of any candidate for public office . - 1 - F. Except as limited by the Articles of Incorporation or these Bylaws , the Corporation shall have and exercise all rights and powers in furtherance of its purposes as are now or may hereafter by conferred on not-for-profit Corporations under the laws of the State of Florida. ARTICLE 3 OFFICES AND AGENCY Section 1 . Reizistered office and Registered Agent The Registered Office of the Corporation shall be located in the State of Florida, and the Registered Agent shall have a business office identical with such Registered Office, which Office and Agent may be changed from time to time by the Member(s) of the Corporation, upon filing of such notices as may be required by law. Section 2 . Principal Office . The Principal Office and place of business of Catholic Charities of the Diocese of Palm Beach, Inc . shall be located at 9995 North Military Trail , Palm Beach Gardens , Florida 33410 . Section3 Other Offices . The Corporation may have other offices within or without the State of Florida that the Member(s) may determine and as the affairs of the Corporation may require from time to time . ARTICLE 4 CORPORATE POWERS Section 1 . In General . Except as limited by its Articles of Incorporation, the Code of Canon Law of the Roman Catholic Church or these Bylaws, the Corporation shall have and exercise all rights and powers in furtherance of its purposes as are now or may hereafter be conferred on not- for-profit corporations under the laws of the State of Florida. Section 2 . Specific Powers . Without limiting the generality of the powers specified in Section above, the specific powers of the Corporation shall be : A. To acquire, by purchase, lease or otherwise, and hold title to such real property, including improvements thereon, and any personal property as may be beneficial to the operations of the Corporation or any of its affiliated organizations ; B . To lease all or a portion of such real and personal property of the Corporation to any other entity engaged in activities beneficial to the operations of the Corporation or any of its affiliated organizations ; C . To borrow funds in order to expand, enhance support or maintain the activities of the Corporation or any of its affiliated organizations ; D . To make charitable contributions to any affiliated or auxiliary organizations ; -2 - E . To manage and operate any of its assets in recognition and attainment of the foregoing objectives ; and F. To utilize its income in furtherance of the foregoing objectives . ARTICLE 5 MEMBERSHIP Section 1 . Membership of the Corporation The Member of the Corporation is the Bishop of the Diocese of Palm Beach and his successors in office . Additional Member(s) may be appointed by the Bishop of the Diocese of Palm Beach in his sole discretion . Any additional Members(s) may be removed by the Bishop of the Diocese of Palm Beach in his sole discretion. Section 2 . Voting fights . Each Member shall have and be entitled to one ( 1 ) vote, in person, for the election of the Directors at the annual meeting, or for the determination of any matter which may be properly brought before the membership for action . Section 3 . Resignation of Members ) Except for the Bishop of the Diocese of Palm Beach, any Member may resign by providing written notice of his resignation to the Bishop of the Diocese of Palm Beach. Any such resignation shall become effective immediately upon receipt of said written notice of at such later date as may be specified in the note . Section 4 . Transfer of Member(s ) Membership in this Corporation shall not be transferrable or assignable . Section 5 . Officers of the Membership In the event the Bishop of the Diocese of Palm Beach appoints additional Member(s) to the Corporation, then the Bishop of the Diocese of Palm Beach shall be the Chairman of the Member(s) at all meetings of the member(s) and for any purpose or matter brought before the membership . The Bishop of the Diocese of Palm Beach may appoint any other member of the Corporation to a position of officer of the Membership . The officers of the Membership may include a President, Secretary, Treasurer and such additional officers or assistant officers as the Bishop of the Diocese of Palm Beach may elect. Section 6 . Annual Meeting An annual meeting of the Member(s) shall be held at a date and time designated by the Bishop of the Diocese of Palm Beach every year for the purpose of the election of new members/officers to the Board of Directors , reviewing the annual report prepared by the Directors, and conducting any other matters which may be properly brought before the membership for action. Section 7. Special Meetings Special meetings of the Member(s) may be called by the Bishop of the Diocese of Palm Beach for any reason, including the election of new Directors during the fiscal year. - 3 - Section 8 . Place of Meetin c Meetings of the Member(s) shall be held at the principal place of business of the Corporation or at such other place as the Bishop of the Diocese of Palm Beach may designate . Section 9 . Notice of Meetings Written, printed or oral notice stating the place, day and hour of any regular and special meeting of the Member(s) , must be given to each Member no less than five (5), nor more than thirty (3 0) days before the meeting, by or at the direction of the Bishop of the Diocese of Palm Beach . Notice must be given either personally or by telephone, telegram, cablegram or first-class mail ; and if mailed, the notice shall be deemed to be given when deposited in the United States mail addressed to the Member at his address, as it appears in the records of the Corporation, with postage thereon prepaid . Except as otherwise specified in these Bylaws , the notice need not specify the business to be transacted at, nor the purpose for, any meeting . Section 10 . Waiver of Notice . A waiver of notice signed by any Member, whether before or after any meeting, shall be equivalent to the giving of timely notice of said Member. Attendance of a Member at a meeting of the Members(s) shall constitute a waiver of notice of such meeting, and waiver of any and all objections to the place of the meeting, time of the meeting, or the manner in which it has been called or conveyed, except when a Member attends a meeting for the expressed purpose, as stated at the beginning of the meeting, of objecting to the transaction of business because the meeting is not lawfully called or convened . Neither the business to be transacted at, nor the purpose of, any meeting of the Member(s) need be specified in any written waiver of notice. Section 11 . Quorum. A majority of the Member(s) qualified to cast a vote at any meeting shall constitute a quorum at said meeting . If a quorum is not present at any meeting of the Member(s), a majority of the Member(s) present may adjourn the meeting from time to time without further notice . The act of a majority of the Member(s) present at a meeting at which a quorum is present shall be binding upon the membership . ARTICLE 6 BOARD OF DIRECTORS Section 1 . Membership of the Board of Directors The affairs of the Corporation shall be managed and directed by a Board of Directors consisting of not less than three (3 ) nor more than forty (40) persons, the exact number to be determined from time to time by the Member(s) in accordance with these Bylaws . The Board of Directors shall nominate prospective Directors to be elected by the Member(s) . The Bishop of the Diocese of Palm Beach may appoint Directors , whether or not nominated by the Board, and may remove any or all of the Directors from the Board , with or without cause at any such time as he may determine , in his sole discretion . Section 2 . Consulting Directors The Member(s) may appoint Consulting Directors to the Board. Consulting Directors shall act in an advisory capacity only and may not vote on any -4- matter that comes before the Board of Directors . The Bishop of the Diocese of Palm Beach may remove any or all Consulting Director(s) from the Board , with or without cause and at any such time as he may determine, in his sole discretion . Section 3 . Qualification of Directors Directors may include clerical , religious , or lay persons within the geographic boundaries of the Diocese of Palm Beach . In electing Directors, consideration shall be given to a candidate ' s : A. Appreciation and support of the Corporation ' s mission in the community; B . Willingness to accept the duties and responsibilities of a Director; C . Experience and knowledge in the social service field ; D . Experience in organizational community activities ; E . Areas of interest and expertise ; F. Geographic representation; G. Satisfaction of any and all legal requirements ; and H. Representation from client constituencies . Section 4 . Tenure of Directors Each director shall take and hold office for unlimited terms of three (3 ) years until his/her successor shall have been appointed, or until their earlier resignation, removal from office or death. Upon adoption of these bylaws , the existing Directors and the current new Directors ' terms shall be staggered for one ( 1 ) , two (2 ) and three (3 ) year terms as determined by the Nominating Committee . Section 5 . Opening(s ) on the Board of Directors Any opening(s) occurring in the membership of the Board of Directors , including any openings(s) created by reason of an increase in the number of Directors , may be filled by the Member(s) or nominated by the Board, subject to ratification and election by the Member(s) . Section 6. Resignation of Directors . Any Director may resign by providing written notice of such resignation to the President of the Corporation or the Bishop of the Diocese of Palm Beach. Any such resignation shall become effective immediately upon receipt of said written notice or at such later date as may be specified in the notice . Section 7. Removal of Directors The Member(s) may remove any Director(s) from the Board of Directors , with or without cause and at such time as they may determine, in their sole discretion. A majority of the Board of Directors may vote to recommend that a Director be removed - 5 - or shifted to Consulting Director if such Director has three (3 ) consecutive unexcused absences from any meetings of the Board of Directors or misses fifty (50) percent of meetings regardless of whether the meetings are regular, special or annual . Section 8 . Report of the Directors When requested by the Member(s) of Corporation, the Directors shall prepare a report for the Member(s) of the Corporation regarding the activities of the Corporation in a form designated by the Member(s) . ARTICLE 7 DIRECTORS ' MEETINGS Section 1 . Reeular Meetings There shall be at least eight ( 8 ) regular meetings of the Board of Directors each year, which shall be held on such dates as may be designated either by the Board or the Bishop of the Diocese of Palm Beach. Scheduled meetings of the Board of Directors may be cancelled or rescheduled by the Board or the Bishop of the Diocese of Palm Beach . Section 2 . Annual Meetinia . The Annual Meeting of the Board of Directors shall be held prior to the end of the fiscal year. Section 3 . Special Meetings Special Meetings of the Board may be called at any time by either the President of the Corporation, the Bishop, or by written request signed by a majority of the Directors . Section 4 . Place of Meetings Meetings of the Directors shall be held at the principal place of business of the Corporation or at such other place, either within or without the State of Florida, as the Directors may from time to time designate . Section 5 . Notice of Meetinas Written, printed or oral notice stating the place, day and hour of any regular and special meeting of the Directors , must be given to each Director not less than two (2) nor more than thirty (30) days before the meeting, by or at the direction of the person or persons calling the meeting . Notice must be given either personally or by telephone, facsimile, telegram, cablegram or first-class mail ; and if mailed, the notice shall be deemed to be given when deposited in the United States mail addressed to the Director at his address, as it appears in the records of the Corporation, with postage thereon prepaid . Except as otherwise specified in these Bylaws, the notice need not specify the business to be transacted at, nor the purpose of, any meeting . Section 6 . Waiver ofNotice . A written waiver ofnotice signed by any Director, whether before or after any meeting, shall be equivalent to the giving of timely notice to said Director. Attendance of a Director at a meeting of the Directors shall constitute a waiver of notice of such meeting, the waiver of any and all objections to the place of the meeting, time of the meeting, or the manner in which it has been called or convened , except when a Director attends a meeting for the expressed purpose, as stated at the beginning of the meeting, of objecting to the transaction of business because the meeting is not lawfully called or convened . Neither the business to be - 6- transacted at, nor the purpose of, any meeting of the Directors need be specified in any written waiver of notice . Section 7 . Adjourned Meeting. A majority of the Directors present, whether or not a quorum exists, may adjourn any meeting of the Directors to another time and place . Notice of any such adjourned meeting shall be given to all Directors , whether or not present at the time of adjournment. Such notice must comply with the notice provisions of Subsection 5 of this Article . Section 8 . Ouorum . One-third of the number of Directors entitled to vote, as fixed by these Bylaws, shall constitute a quorum for the transaction of business at any meeting of the Directors . Attendance shall be either in person or by telephonic, radio or similar communication whereby the distant Director and those Directors present in person all hear and may speak to and be heard on the matters raised therein. Section 9 . Voting . Each Director who is entitled to vote and who is present at any meeting of the Directors, whether in person or by telephonic , radio or similar communication whereby the distant Director and those Directors present in person all hear and may speak to and be heard on the matters raised therein . Section 10 . Proxies Prohibited. A Director may not vote by proxy. Section 11 . Action of Directors . Any action required or which may be taken by the Directors pursuant hereto shall be taken and considered by act of the Directors only if one ( 1 ) of the following applies : A. Formal Action . The action is taken at a meeting of the Directors at which a quorum is present, whether in person, by telephonic, radio or similar communications, and is taken pursuant to vote of the majority of the Directors so present, or B . Informal Action. The action is taken without a meeting if a consent in writing, setting forth the action so to be taken, shall be signed by all of the Directors . Such consent shall have the same effect as a unanimous vote . Section 12 . Recordation of Actions All actions of the Directors shall be recorded in Minutes, if taken during a meeting, or in an action by written consent, if taken without a meeting, and such minutes or consents shall be available to any Director of the Corporation. Section 13 . Procedure . The Directors may adopt their own rules of procedure which shall not be inconsistent with the Code of Canon Law of the Roman Catholic Church, the Articles of Incorporation, these Bylaws or applicable law. Section 14 . Conflict of Interest. A Director shall not vote for or authorize or solicit directly or indirectly any action to be taken directly or indirectly by the Corporation having to do - 7- with any person, firm or corporation in which a Director is the person, or in which a Director owns or controls an interest in the amount of ten ( 10%) percent or more, directly or indirectly of the firm or corporation. Any Director who has an interest with any person, firm or corporation in which the Director is the person, or in which the Director owns or controls an interest in the amount of ten ( 10%) percent or more , directly or indirectly of the firm corporation, shall disclose such an interest, in writing, to the Board of Directors . ARTICLE 8 COMMITTEES Section 1 . Standing Committees . The Board of Directors shall establish the following Standing Committees : A . An Executive Committee ; B . A Personnel Committee ; and C . A Finance Committee . Section 2 . Other Committees . The Board of Directors may establish such other committees as the Board deems in the best interest of the Corporation, and assign to those committees such duties , responsibilities and powers as the Directors deem appropriate for the proper performance of the committees ' functions . Section 3 . Membership . Except as otherwise provided in these Bylaws, the President and the Executive Director of the Corporation, and the Vicar of Social Services , shall be ex officio nonvoting Member(s) of all Standing Committees, and each Standing Committee shall include at least three (3 ) additional Directors . Except where otherwise provided in this Article, additional Member(s) , including persons who are not on the Board of Directors , may be appointed. The Chairman of each Standing Committee and a majority of its Member(s) shall be Directors . Section 4 . Term of Office . All committee members who are also Directors or Officers of the Corporation serve at the pleasure of the Member(s) of the - Corporation and may be replaced or removed at any time, with or without cause . Any member of a committee who is also a Director or Officer of the Corporation may resign therefrom at any time by giving written notice of his resignation as provided in Article 6, Section 6 , of these Bylaws . All committee Member(s) who are not Directors or Officers of the Corporation serve at the pleasure of the Board of Directors and may be replaced or removed at any time, with or without cause . Any committee member who is not a Director or Officer of the Corporation may resign at any time by giving written notice to the Chairman or the Secretary of the Committee , and, unless specified herein, the acceptance of such resignation shall not be necessary to be effective . A majority of the Directors may vote to remove a Director or Officer from a Committee, if such Director or Officer has three or more unexcused absences from any Committee meeting or if such Director of Officer otherwise fails to carry out - 8 - his/her responsibilities as a member of the Committee . Section 5 . Discontinuances of Committees . The Board of Directors may, at any time , discontinue any of its Standing Committees for such time as may be determined, and the duties of any such committee so discontinued shall be performed during such discontinuance by the Executive Committee, or by such other committee as so designated by the Board of Directors . Section 6 . Minutes and Reports . All committees shall keep a record of their activities and shall make such written reports to the Board of Directors as may be required or requested from time to time by the Board of Directors . Section 7 . Powers . A committee shall have and may exercise all the authority granted to it by the authority establishing said committee including the power to elect its own chairperson, except that no committee shall have the authority to : A. Approve any actions or proposals required by law or the Articles of Incorporation to be approved by the Board of Directors ; B . Fill vacancies in the membership of the Directors or any committee ; C . Adopt, amend or repeal these Bylaws ; D . Amend or repeal any resolution of the Directors : E . Act on matters committed by these Bylaws or Resolution of the Directors to said Directors or to another committee ; F . Adopt a plan of merger or a plan of consolidation with another corporation; G. Authorize the sale, lease , exchange or mortgage of all or substantially all of the property and assets of the Corporation; H . Authorize the voluntary dissolution of the Corporation or revoke proceedings therefore ; and I . Adopt a plan for the distribution of the assets of the Corporation. Section 8 . Duties of Committees . The duties of each committee shall be as specified by the authority establishing said committee ; provided, however, the duties ofthe following committees shall be as follows : A. Executive Committee . When the Directors are not in session and prudent management requires prompt action, the Executive Committee shall have and exercise all of the -9- authority of the Directors in the management of the Corporation except as such authority is limited by resolution of the Directors, and any such action shall be submitted to the Directors at their next meeting for their review. ( 1 ) The Executive Committee shall have a minimum of three (3 ) members all of whom shall be Directors . The officers, the immediate past president and chairpersons of all the other standing committees shall also be members of the Executive Committee , and the Bishop of the Diocese of Palm Beach or his designee shall be non-voting members of the Executive Committee ; (2) The Executive Committee shall meet at any time when the Directors are not in session and when prudent management requires prompt action. Special meetings shall be called by the Secretary on the written request of the Chairman or by at least three (3 ) of the members . (3 ) A majority of the members of the Executive Committee shall constitute a quorum for the transaction of business ; and (4) The minutes of the meetings of the Executive Committee shall be taken and shall be distributed promptly to the Board following each Executive Committee meeting . B . Personnel Committee . The Personnel Committee shall have a minimum of three (3 ) members . This committee, in cooperation with the Executive Director, shall be responsible for the development of policies and procedures for all employees of the Corporation . C . Finance Committee . The Finance Committee shall have a minimum of three (3 ) members . It shall review annual operating and capital budgets prepared and presented under the direction of the Executive Director and make recommendations with respect thereto . The Finance Committee shall also act as a liaison between the Bishop of the Diocese of Palm Beach and the auditors who will perform the annual audit of the Corporation. It shall review all major financial transactions (as defined by the Executive Committee) not provided for in the budget and shall submit proposed variances with recommendations to the Board of Directors . ARTICLE 9 COMMITTEE MEETINGS Section 1 . Meetings . Except as other wise provided in these Bylaws, all standing committees shall meet as least two (2) times annually. Meetings of standing or other committees may be called at any time by: A . The Bishop of the Diocese of Palm Beach ; B . The President of the Corporation ; C . The Executive Director of the Corporation; - 10 - D . The Chairman of the Committee ; or E . Any three (3 ) committee members . Section 2 . Governance of Committee Meetings . All Committee Meetings shall be governed by the same rules of procedure that govern Directors Meetings and that are outlined in Article 7, Sections four (4) through thirteen ( 13 ) of these Bylaws . ARTICLE 10 OFFICERS Section 1 . Categories and Identification A. Officers of the Corporation The officers of the Corporation shall include a President, a Vice President, a Secretary and a Treasurer. The Corporation may have additional officers , assistant officers and agents, including without limitation one ( 1 ) or more senior, assistant or other vice presidents, secretaries and treasurers . Section 2 . Chain of Authority. When the incumbent of an office is unable to perform the duties thereof or when there is no incumbent of an office as a result of death, resignation, removal, disqualification, or otherwise, (both such situations referred to hereafter as the "absence" of the officer) , the duties of the office shall , unless otherwise provided for by the Member(s), be performed by the next officer set forth in the following sequences : The chain of authority shall be the President, the Vice President, Secretary and Treasurer. Member(s) may authorize the delegation by any Officer of any such Officer ' s powers and duties to any agent or employee of the Corporation, subject to the general supervision of such Officer. Section 3 . Officers of the Corporation A. General Duties of the Officers The business of the Corporation, as managed and authorized by the Board of Directors and the Member(s) , shall be carried out and conducted by the Officers of the Corporation and all Officers shall perform such duties as are usually prescribed for the Officers held by them, and such duties as may be from time to time prescribed by the Board of Directors an the Member(s) . B . Specified Duties of the Officers The officers of the Corporation shall have the following specific duties : ( 1 ) President. The President shall preside at all meetings of the Board, perform the duties associated with the general and active management of the affairs of the Board of Directors , and perform any other duties assigned by the Directors or the Member(s) ; (2) Vice President. The Vice President shall perform such duties as may be assigned - 11 - by the Board of Directors ; shall : (3 ) Secretary. Subject to the direction of the Board, the Secretary of the Corporation (i) Maintain a record of the meetings of the Directors and all committees in one or more books provided for that purposes ; (ii) Assure that all notices are given in accordance with the provisions of these Bylaws and as required by law; (iii) Be custodian of the corporate records and the seal of the Corporation; (iv) Assure that the seal of the Corporation is affixed to all documents the execution of which on behalf of the Corporation under its seal is authorized in accordance with the provisions of these Bylaws ; and (v) Perform other duties incident to the Office of Secretary which may be more particularly prescribed in these Bylaws or assigned by the President. (4) Treasurer. The Treasurer shall be the Chief Financial Officer of the Corporation, and subject to the direction of the Corporation, the Treasurer shall : (i) Have charge and custody of and be responsible for all funds and securities of the Corporation; (ii) Receive and give receipt for monies due and payable to the Corporation from any source whatsoever, (iii) Deposit all monies in the name of the Corporation in such banks, trust companies or other depositories as shall be selected by the Executive Director; and (iv) Perform other duties incident to the office of Treasurer as may be more particularly prescribed in these Bylaws or assigned by the President. (5 ) Assistant Secretaries and Assistant Treasures If appointed, any Assistant Secretary or Assistant Treasurer shall perform such duties as shall be assigned to them by the Board . Section 4 . Election and Appointment of Officers Officers of the Corporation The officers of the Corporation shall be elected as follows : ( 1 ) The President, Vice President, Secretary and Treasurer shall be elected by the - 12- Member(s) , and (2) All other officers of the Corporation shall be elected by the Member(s) . Any two or more offices may be held by the same person, except the offices of President and Secretary of the Corporation. Section 5 . Tenure of Officers . The terms for officers will be two years . Each Officer shall take and hold office from the date of the officer ' s election and shall hold office for no more than two consecutive two-year terms until his successor has been duly elected and qualified, or until his earlier resignation, removal from office or death. Section 6 . Resignation of Officers Any officer may resign at any time by providing written notice of such resignation to the President and Secretary of the Corporation, and such resignation shall become effective immediately upon receipt of said notice or at such later date as may be specified in the notice . Section 7 . Removal of Officers , Any officer may be removed, with or without cause, by the Bishop of the Diocese of Palm Beach. Section 8 . Compensation. With the exception of the Executive Director, Officers and Committee members shall not receive any stated salaries for their services , but a reasonable amount may be allowed for reimbursement of expenses incurred in attending to their authorized duties including, but not limited to , their attendance at meetings and seminars ; provided, however, except as may be limited by Article 13 below, nothing herein contained shall be construed to preclude any committee member from serving the Corporation in any other capacity and receiving compensation therefor. Section 9 . Bonds of Officers of the Corporation The Directors may secure the fidelity of any or all of the officers of the Corporation by bond or otherwise, in such terms and with surety or sureties , conditions , penalties or securities as shall be required by the Directors . ARTICLE 11 EXECUTIVE DIRECTOR The Executive Director shall be the Chief Executive Officer of the Corporation and shall be responsible for performing the duties associated with the general and active management of the affairs of the Corporation, and exercising such additional powers as may be assigned by the Board of Directors , or by the Member(s), including the duty to assist the Secretary and the Treasurer with their functions . The Bishop of the Diocese of Palm Beach shall appoint the Executive Director of the Corporation and the Executive Director of the Corporation shall serve at the will of the Bishop of the Diocese of Palm Beach . The Executive Director will report both to the Board of Directors and the Member(s) , as they shall each determine . - 13 - ARTICLE 12 CONTRACTS All contracts or other documents authorized by the Directors and in accordance with the approved policies and progress of the Corporation to be executed in the name and on behalf of the Corporation shall be signed by such officer or officers , agent or agents of the Corporation as the Directors may from time to time designate, and in such manner as may be prescribed by the Directors . All instruments to be executed in the name and on behalf of the Corporation may be signed by the President or Vice President, and, if required by law, attested by the Secretary or Assistant Secretaries , if any of the Corporation. ARTICLE 13 FINANCIAL TRANSACTIONS Section 1 . Deposits . All funds of the Corporation shall be promptly deposited to the credit of the Corporation in one or more such banks, trust companies or other depositories as the Executive Director may from time to time designate , and upon such terms and conditions as my be prescribed the Directors . The Directors may from time to time authorize the opening and keeping, with any such depository as the Executive Director may designate, general and special bank accounts and may make such special rules and regulations with respect thereto , not inconsistent with the provisions of these Bylaws , as it may deem necessary . Section 2 . Withdrawals . All checks, drafts , or other orders for the payment of money, and all notes or other evidences of such indebtedness issued in the name of the Corporation shall be signed by such officer or officers, agent or agents of the Corporation as the Directors may from time to time designate, and in such manner as may be prescribed by the Directors, In the absence of specific signatories being designated by the Directors , all such instruments shall be signed by the Treasurer and be countersigned by the Executive Director of the Corporation. Section 3 . Gifts . The Directors may accept on behalf of the Corporation any contribution, gifs , bequest or devise for and consistent with the general purposes , or for and consistent with any specific purpose of the Corporation . Section 4 . Loans to Directors and Officers Prohibited No loans shall be made by the Corporation to Directors or Officers . Section 5 . Records . The Corporation shall keep correct and complete records of all of its financial transactions , which records shall be open for inspection at any reasonable time by any Officer or Director. Section 6 . Budget. The annual budget is subject to the approval of the Member(s) . All - 14 - budget changes require the approval of the Member(s) . ARTICLE 14 INDEMNIFICATION The Corporation shall indemnify any Director or Officer or former Director of Officer for expenses and costs (including attorneys ' fees) actually and necessarily incurred thereby in connection with any claim asserted against that person, by action or otherwise, by reason of such person being or having been such Director or Officer, except in relation to matters to which such person shall have been guilty of gross negligence or willful malice with respect to the manner in which indemnity if sought. By order of the Directors, the Corporation may, under comparable terms and limitations , indemnify employees and agents of the Corporation with respect to activities in the scope of their services performed of the Corporation . A . Defense of Claims . As a condition of a Director ' s or Officer ' s right to be indemnified hereunder, such Director of Officer shall grant the Corporation the right to assume and control the defense or settlement of any claim made or threatened against such Director or Officer upon Corporation ' s written undertaking to hold such Director or Officer harmless from all costs and liabilities of such claims and the defense or settlement thereof, including any costs of final judgment. If the Corporation does not so elect to assume the defense or settlement of any claim, it is nevertheless a condition of a Director' s or Officer ' s right to claim the benefits of this indemnity that any counsel retained by such Director or Officer, in connection with the defense or settlement of such claim (other than a claim by or in the right of Corporation) , be counsel mutually agreeable to the Director or Officer and the Corporation . The Corporation shall give a Director or Officer written notice of any election under this section within a reasonable period after the Corporation' s receipt of written notice of a claim against such Director or Officer. B . Limitation of Indemnity. Notwithstanding anything in this indemnity to the contrary, no Director or Officer shall be entitled to any indemnification pursuant hereto to the extent that (a) such Director or Officer is entitled to indemnity or payment under any policy or policies of insurance, or (b) any action by the Corporation in its right to procure a j udgment in its favor, whether civil or criminal , is brought to impose a liability or penalty on any Officer or Director for an act alleged to have been committed by such Officer or Director in his official capacity or in such official capacity in any other corporation in which he served at the request of the Corporation. C . Notice and Corporation. As a condition of any Director ' s or Officer ' s right to be indemnified herein, such Director or Officer shall give the Corporation written notice as soon as practicable of any claims made or threatened against such Director or Officer in his capacity as a Director and/or Officer and such Director and/or Officer shall give the Corporation such information and cooperation as the Corporation may reasonably require . - 15 - D . Subro ation. The Corporation shall be subrogated to the extent of any payments made herein to all of the indemnified Director ' s or Officer' s rights of recovery and the Director or Officer shall execute all papers required and do everything that may be necessary to secure such rights for Corporation. E. Termination Rights . This indemnity may be terminated by the Corporation by giving not less than sixty (60) days prior written notice of termination to all directors and officers, but any such termination shall not affect any person ' s right to indemnification in respect to any acts or omissions of such person occurring prior to such termination. ARTICLE 15 DUALITY OF INTEREST Except for contract and transactions between the Corporation and the Bishop of the Diocese of Palm Beach or his designees , any contract or other transaction between the Corporation and any Director or Officer, or between the Corporation and any other corporation, firm association or other entity in which any Director or Officer is a director, trustee , partner or officer or has a significant financial or influential interest, may be declared void or voidable by the Directors unless all of the following conditions are met : A. The relevant and material facts as to such Directors ' or Officers ' interest or such contract or transaction and as to any common directorship , trusteeship, partnership, officership, or financial or influential interest were disclosed in good faith in advance by such Director or Officer to the Directors and such facts are reflected in the minutes of the meeting of the Directors; B . The relevant and material facts , if any, known to such interested Director or Officer with respect to such contract or the Corporation ' s interests were disclosed in good faith in advance by such Director or Officer to the Directors and such facts are reflected in the minutes of the meeting of the Directors ; C . Such interest Director or Officer has , as determined by the judgment of the Directors and as reflected in the minutes of the Directors ' Meetings : ( 1 ) Made the disclosures and fully responded to questions concerning the matters referred to in Subsections A and B above ; (2) Fully met the burden of proof that the contract or transaction is fair and reasonable to the Corporation at the time of such contract or transaction was authorized ; and (3 ) Did not otherwise significantly influence the action of the Directors with respect to the contract or transaction . D . The Directors authorized such contract or transaction by a vote of at least two. A6 . thirds (2/3 ) of the Directors entitled to vote at a meeting at which a quorum was present, and such interested Director or Officer was not counted in determining the presence of a quorum or determining a two -thirds (2/3 ) vote ; and E . Such interested Director or Officer was not present at the time the vote was taken. The Board may adopt duality of interest policies for the Corporation including, without limitation, requirements and procedures with respect to : 1 . Regular annual statements and periodic supplements thereto by Directors, Officers, professional advisors, key employees , and other officials of the Corporation . 2 . Limitations on permitted external positions and interest. 3 . Corrective action with respect to transgressions of such policies . ARTICLE 16 DISCRIMINATION PROHIBITED In administering its affairs, the Corporation shall not discriminate against any person on the basis of race, color, national or ethnic origin, sex, age, handicap or marital status . ARTICLE 17 CONDUCT OF AFFAIRS A. The business and affairs of the Corporation shall be conducted in a manner consistent with the Code of Canon Law and all applicable directives and teachings of the Roman Catholic Church, the Mission Statement of Catholic Charities, Policies of the Diocese of Palm Beach, the Articles of Incorporation and these Bylaws . B . The Member(s) reserves the following rights : ( 1 ) The right to appoint the Executive Director; (2) The right to appoint legal counsel ; (3 ) The right to appoint the outside auditor, (4) The right to approve the capital and operating budget; (5) The right of prior approval of the operating philosophy of the Corporation and any proposed changes thereto ; - 17- (6) The right to require prior express written approval of any lease , sale or encumbrance of corporate property; and (7) The right to require prior express written approval of any proposed merger or dissolution of the Corporation. ARTICLE 18 AUXILIARY AND ASSOCIATED ORGANIZATIONS The Member(s) may authorize the formation of auxiliary and associated organizations to assist in the fulfillment of the purposes of the corporation . Each organization shall establish its constitution and bylaws , and make amendments thereto , which shall be subjected to the approval of the Board of Directors, which shall not be inconsistent with these Bylaws or the Articles of Incorporation of the Corporation, or any resolutions adopted by the Board of the Corporation. ARTICLE 19 REGIONAL ADVISORY BOARDS The Board of Directors may authorize the formation of advisory regional boards to assist in the fulfillment of the purposes of the Corporation. Regional Boards shall be governed by the Articles and the Bylaws of this Corporation . The Directors may, at any time , discontinue any of its advisory regional boards for such time as the Directors shall determine . ARTICLE 20 MISCELLANEOUS Sectionl . Fiscal Year. The fiscal year of the Corporation shall be the fiscal year as may be designated from time to time by the Directors . Section 2 . Seal . The Corporation shall adopt a seal capable of making a circular impression on bond paper, which impression shall contain within the circle the name of the Corporation and the year of its establishment. Section 3 . Vote by Presiding Officer. The person acting as presiding officer at a meeting held pursuant to these Bylaws shall , if a voting member thereof, be entitled to vote on the same basis as if not acting as a presiding officer. Section 4 . Articles and Other Headines The articles and other headings contained in these Bylaws are for reference purposes only and shall not affect the meaning and interpretation of these Bylaws . Section 5 , Audit. There shall be an audit conducted annually by a certified public accountant. - 18 . Section 6 . Rules of Order. The rules contained in Robert ' s Rules of Order, Revised, shall govern all meetings of the Board and all standing committees, where they are not inconsistent with the Articles of Incorporation or these Bylaws . ARTICLE 21 AMENDMENTS TO BYLAWS These Bylaws may be changed, amended, rescinded or annulled in whole or in part, and new bylaws may be adopted by the Member(s) at any regular or special meeting of the Member(s) called for such purposes , provided, that the Member(s) receive at least thirty (30) days written notice of the meeting called for such purpose . ARTICLE 22 EFFECTIVE DATE These Bylaws shall be effective and shall replace all prior Bylaws of the Corporation upon adoption thereof by the Member(s) . APPROVED : _/ /03 AA The l 4ost Rev. Sean P. O 'Malley .F.M. Cap. Bishop of the Diocese of Palm Beach ADOPTED : _/ /03 EFFECTIVE : 2 / f /03 SECRETARY' S CERTIFICATE THIS IS TO CERTIFY that I am Secretary of Catholic Charities of the Diocese of Palm Beach, Inc . , and the foregoing Bylaws of Catholic Charities of the Diocese of Palm Beach, Inc . were duly adopted by the Member of said orporation on 2003 to be effective for all purposes from and after e6 (SCE r ' 52003 , DATED : 1/03 SIGNED . Diane Simowitz Catholic Charities of the Diocese of Palm Beach, Inc . RJD/bVRJD 143-B yLawsCCDPB 49- FIRST AMENDMENT To the Amended and Restated Bylaws of Catholic Charities of the Diocese of Palm Beach, Inc. , dated February 1 , 2003 , The Member, acting pursuant to Article 21 of the Bylaws , hereby adopts the following amendments to the Bylaws ; 1 . Effective February 18 , 2003 , Article 8 , COMMITTEES , Section 1 , shall be amended to read as follows : Section 1 . Standing Committees . The Board of Directors shall establish the following Standing Committees . A . An Executive Committee ; B . A Personnel Committee , C . A Finance Committee ; and D . A Nominating Committee, 2 . Effective February 18 , 2003 , Article 8 , COMMITTEES , Section 8 , shall be amended by adding the following paragraph to the end thereof: D . Nominating Committe . The Nominating Committee shall have a minimum of three (3 ) members . The duty of this committee is to present a recommended slate of officers to the Board of Directors as well as directorial candidates to the Member(s) for consideration . Such candidates shall be representative of the community in accordance with the requirements/qualifications set forth in Article 6 , Section 3 above . The Nominating Committee will also make recommendations to the Member(s) as to the renewal of terms for the members of the Board of Directors . The Member(s) is not bound to any candidate list submitted by the Nominating Committee and may depart from it as the Member(s) sees fit. All vacancies in either Officer or Director positions shall be reviewed by the Nominating Committee . Date : B 77 Y � The Most Rev. Sean P . O ' Mal , O .F .M. Cap . Bishop of the Diocese of Palm Beach SECRETARY' S CERTIFICATE THIS IS TO CERTIFY that I am Secretary of Catholic Charities of the Diocese of Palm Beach, Inc . , and the foregoing Amendment to the Bylaws of Catholic Charities of the Diocese of Palm Beach, Inc . , were adopted by the Member of said Corporation on 2003 to be effective for all purposes from and after February 18 , 2003 . Date : By : Diane Simowitz Catholic Charities of the Diocese of Palm Beach, Inc . THC/bt- 12-1 -Amendment AFFIRMATIVE ACTION POLICIES (PRESENT ONES AND PLAN TO UPDATE THESE POLICIES) 1 1 AFFIRMATIVE ACTION POLICY STATEMENT CATHOLIC SOCIAL SERVICES , INC . I . POLICY DIOCESE OF PALM BEACH It is the policy of the Catholic equal employmentSocial Services toprovide to all pcnle without regard to race , color , age , national origin , or Physical handica s . r sex , of persons served . on the basis of race , color , creed , sex , age , P Thee is no segregation national origin , or physical 11andicaps . There is no diScri g ' on the basis of race color , creed sett aQe national o,-m� nation Physical handicaps .with regard to zdvertisina C, i . , or testing , training assignment , recruiting , hirinry salaries , job tr nsfer , aaVe Practice ,Yloyee benefits , promotion , 03 Catholic Social Services reserves thei4ay off or te _ , ; ratio except religious beliefs in the case of emnlo ,lnat to . efuse hirirj based on Professionals . Through imple;mentation.} of�thisfpolicy , , iJe will ccnt _rn and para. to aggressively seek personnel for all job levels w ; f� `1e orgarii zatien by upgrading . hin our po ading present personnel and recruetment _From minorityarou S r b p and women . here is also no discriminat ` the basis of race , color , sex age , Lon on handicap ; for membershi r,n g national origin , or physical P o� the Agency ' s governing board . A statement of policy ��i11 be r Florida Service , Equal Employment Oppor Lnity CornrsState Emplo},a,erit all employees , present and futu _ e . Eve _ , ion , and a cOP to rear the policy as a r _ NY given to P Y part of his orientation o-�im�loyee is required in every office . and a copy is on file It is not the intent of this policy to place persons i With Catholic Social ServicesPto gain token compliance with this n pos _ tions Policy . Such action would be unfair to the individuals involved and disruptive of the organization . II . IhPLEIY.NTATION An Affirmative Action Committee s1--kill be formed composed of five , Catholic Social Services employees , as caeil as the Director The five employees shall be a Programs of Catholic- Social Services, by the of the serve as the Affirmative Action Officer for Catholic Social e Lives Three of these staff members will be a Personnel shall two will be a ppointed for two years and in the ProgramPointed for one year in order to proved for continuity This Committee shall meet quarterly or more frequently it the f - it necessary . The Committee will meet to : y eel 19 Examine the effectiveness of the program . 2 • Keep abreast of any new policies or guidelines effecting the AffiYmative Action Program . ? • Review action plans . . 4 • Review problem areas and ass * developing t programs in goals and timetables , Reporting directly to the Diocesan Director , the Affirm�3tive Committee shall have the authority to insure proper implementation Action of the Agency ' s Equal Opportunites Polices and handle complaints and investigations of alleged discrimination . shall be g v P All boards ndstaff igen a special orientation session relative to this rory for the purpose of advising supervisory e responsibilitram ies regarding Affirmative ctionrsonnel of and or their c advisniesoand staff of their rights . the Periodically , the Affirmative Action OF to update previous information - ficer shall conduct meetings developments concerning the o oad discuss new ideas and /or Progress ess o� t1 program . A poster shall be posted in all offices and centers supported by Catholic Social Services , Inc . III . GOALS Each year specific goals will be established for t based upon an analysis conducted b the Ahe he came year v irmative Action gOffinr • The long range goal of Catholic Social Services will be to have percentage of minorities in all job c�. the the Catholic Social Services emploN7rentea pr es and departments within percentage of minorities in the labor pp . °mately equal to the f ti means that Catholic Social Services w,illr e Obts e athe edDtoexamine it , workfor This of ethnic minorities ndtwomencassa 2' steps to increase the utilization of the workforce where deficiencies areokne vetoastn all segments Programs that must submit a to meet requirementsgoals statement specific to their rob The plan tthe Affirmative Aof a atzonsoorr*�netWilldo ,so a F P C? iter submitting . the Committee . and awing i � a row PP ed by Target date--on going Responsibility—A{fzrmative Action Officer/Cottee IV . TRAItiING AND LT-U'ARD MOBILITY A • In regard to advancement and on the job training , our Aben shall be as stated in the Personnel policies . Io Employees � i notified of all o en o cY Policy first considerate n infill ng vacancies which Y ' ha � 1 be ns in the Agency and be given opportunity for promotion . 5,,` '. : ch represent the shall be based on the follow; Promotions and transfer following criteria in the order na^:ed . 1 • Capacity and qua 2 • Seniority " fication for the new position . Mere shall be no discrimi q ` ion on the basis of race , color , sex age , national origin , or physical handicap . , -2- Staff members raised from a lower to a higher classification should receive the minirmm salary of the new classification ( or one increment above present salary , whichever is greater ) when the new classification is assumed with the necessary approval . Target date--on going Responsibility--Director of Personnel Any employee with advancement potential , by needing further education or training will be encourages to take advantage of education or technical courses available . Employees shall also be made aware of and encouraged to take ad- vantage of the various workshops and institutes that are available in their areas of interest . 14henever there is a fee charged , the Agency will make every attempt to pay it depending on the availability of funds in the program ' s budget . Target date—on going Responsibility—Supervisory Personnel and Director of Personnel B . Each program will keep an Affirmative Action file on all applicants who have applied for a position with that program . Those applicants who were not selected will also be maintained in this file . As new positions or vacancies occur , the Administrative Director and Director of Personnel will consult this file to determine if qualified applicants are available from minority group applications on hand , when analysis reflects the need to hire from these respective pools . Target date--on going Responsibility--Administrative Directors C . Each program will maintain a complete record of recruitment and selection . activities , listing all applicants , with selection or re- jection decision in each case and reasons for rejection to insure that there is no discrimination because of race , color , age , set , national origin , or physical handicap , in the employment decision . D . Evaluation of Employees is covered in the personnel policies . The frequency of evaluation is also governed by the personnel rx, lcles . Evaluation consists of an evaluation conference for all personnel idth their respective supervisor , followed up by a forma �% ritten evaluation . Both the employee and the sunren- risor share in this process and both sign. a final evaluation. report . Target date—on going Responsibility--Respective Supervisor RECRUIT�T Ai\YJ SRi.,ECTIOi�' A . The Agency ' s plan for Opportunity for all Positive action to achieve persons in the fill : equal e�'ployment includes elements such as contacts t:' ' the co, of its staff positiors rFnunit i ith various Agency ' s y including minority orga-�izati o �s y P ymen � P or?aniza .. in groups sem 10 needs , recrui �1,ent adver tions regarding P nes media tisment i the to fill in addition to advertisir.o n m'`n°r= t}' jobs ; identifying the qo in the general media employer in recruitment advee Agency as an , ferral purposes of or.1 tisements equal Opportunity discriminate on the basis of racelo y'ent `a a the use for job rc - tional ori . color , � encies t �hicn do not Origin °r Physical handicaps creed , age , sex , na- 4 L i 'a B . Job Description : All t P ' in mcpki ng referrals . and will call for minimum standards will be perfor , the "'� educa . on and /or � ob related lob successfully . Ali e-`�Perience needed to viewed as needed by the Board r job descr - lpt .43 twill be re, are current and accuratelyPe � sonnel Co.TTImittee to assure the reflect T� jor job functions . y Co Interviews : Darin applicant ' s abilitg the interview only questions relati brief written record perform a specific j no to the the reasons will be kept on or000 w; rob will be asked . A sons for hiring or not hirin4 `h the r documentation will be esume statin; reporting maintained for a particular applicant . This b , and for revieT., b one year for monitoring VI . GRIEVL\,CE, PROCEDURE y the Board ofo' Directors when requested . Any employee who feels that because of race he or she has been d ; handicaps should �olor , creed , age , sex - scriminatedo ' Se the follocwin a sL , national ori �n oao n g appeals procedure , O1 physical 1 • Discussion of the p c�ri th in an informal problem ` he immediate manner. . If the tom°1ainnot resolved the complainant may choose to assistance of the Affi informallyesolvec3 rmati �. e Action Officer 0 the 2 • Discussion of the problem 1, i; „ and/or such a strative Director With immediate sup after such a reest ithin fire workingervisor The Affirmative Action in t,�ri ting by the lda}• s meeting also . titer will be present atthise 3 . The Affirmative Action a written report � • 1On Officer collects re Administrative with the Diocesan D levant data , files nistrative Personnel and pr p erectors is held with A47 foo . oCoTr, Directors .copy to Liirmative Action. « r A hearinv Ccm► ^i � '- ce ;within five days . 4 . Written request to Ad 'S' General Board w OC Appeals C0 ,1ttee of the Within five days . -4- 1 S • if complaint is still not resolved , the complainant has 180 ca s to file a charge with the Equal E'^p10 „ ent cr "� . Y after . the alledged discriminate �p" ` ` unity Commission discriminatory act takes place . VII . STAME�w OF MO NIT EJ i It is recognized that these goals cannot be met without full commitment of personnel and resources . Local , state and feceral laws and regulations implementing national equal opportLm ty objectives shall be fully empio;� ,crit complied with , Staff members held accountable for performance relations , or a , inistratP formance . in service , cost , accountable for effective. Affirmtive Actaon perll be horaa �ce . Gs VIII . CLARIFICATIO\T Finally , it is understood that it is not unlawful for Catiol , c Social Serrices , Inc . to hire or appoint any professional , para- professional or Board Member in any program en the basis or his or her religion .