Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
CATHOLIC CHARITIES SERVICES CORPORATION
Employer identification number
34-1318541
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
No
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
No
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
(1)
CATHOLIC CHARITIES HEALTH & HUMAN SERVICES
341908590
7
Yes
0
Total
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
CATHOLIC CHARITIES SERVICES CORPORATION
Employer identification number
34-1318541
Identifier
Return Reference
Explanation
ORGANIZATION MISSION STATEMENT
FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION CONT:
OTHER PROGRAMS INCLUDE FOSTER CARE, ADOPTION, PRE-EMPLOYMENT SCREENING SERVICES AND TAPESTRY SYSTEM OF CARE WRAPAROUND CARE COORDINATION. SERVICES ARE PROVIDED ACCORDING TO THE CATHOLIC CHARITIES SERVICES MISSION: CATHOLIC CHARITIES SERVICES CONTINUES THE MISSION OF JESUS BY RESPONDING TO THOSE IN NEED THROUGH AN INTEGRATED SYSTEM OF QUALITY SERVICES DESIGNED TO ENHANCE THE DIGNITY OF EVERY PERSON AND BUILD A JUST AND COMPASSIONATE SOCIETY. CCS IS AN EQUAL OPPORTUNITY EMPLOYER AND HAS AS A TOP PRIORITY TO PROVIDE SERVICES IN A CULTURALLY COMPETENT MANNER ACCORDING ITS CLIENT/CONSUMER CIVIL RIGHTS POLICY AND ITS CLIENT/CONSUMER RIGHTS AND GRIEVANCE POLICY AND PROCEDURES.
PROGRAM SERVICE STATEMENT
FORM 990, PART III, LINE 4B, ADDITIONAL PROGRAM SERVICE ACCOMPLISHMENTS:
- PRE-EMPLOYMENT SCREENING PROGRAM: PROVIDES A BRIEF ASSESSMENT FOR EVERY ADULT APPLYING FOR PUBLIC ASSISTANCE IN CUYAHOGA COUNTY TO DETERMINE BARRIERS TO EMPLOYMENT REQUIRING REFERRAL AND INTERVENTION. THESE COULD INCLUDE MENTAL HEALTH, SUBSTANCE ABUSE OR DEPENDENCE, DOMESTIC VIOLENCE, CARING FOR DISABLED FAMILY MEMBER, PHYSICAL HEALTH CHALLENGES, POOR WORK HISTORY, INCOMPLETE GRADE SCHOOL OR HIGH SCHOOL EDUCATION, HOMELESSNESS, AMONG OTHERS. SERVICES INCLUDE IDENTIFYING BARRIERS, MAKING REFERRALS, SCHEDULING FOR FULL ALCOHOL/DRUG AND MENTAL HEALTH ASSESSMENTS, DEVELOPING RECOMMENDATIONS FOR BECOMING JOB READY. SERVES APPROXIMATELY 6,000 APPLICANTS FOR PUBLIC ASSISTANCE PER YEAR. - WELFARE TO WORK INTENSIVE CASE MANAGEMENT PROGRAM: PROVIDES SPECIAL CARE COORDINATION AND ASSISTANCE TO INDIVIDUALS WHO ARE RECIPIENTS OF PUBLIC ASSISTANCE CASH BENEFITS, AND WHO ARE NOT ABLE TO FULFIL THEIR 30 HOURS/WEEK WORK REQUIREMENTS DUE TO MAJOR BARRIERS TO EMPLOYMENT. PARTICIPANTS ARE CONSIDERED FOR THEIR ELIGIBILITY TO APPLY FOR SOCIAL SECURITY DISABILITY AND ASSISTED WITH THAT APPLICATION PROCESS, WHILE RECEIVING SUPPORTIVE SERVICES WHICH INCLUDE ACCESS TO PSYCHIATRY, MENTAL HEALTH AND SUBSTANCE ABUSE TREATMENT, VOCATIONAL REHABILITATION, MEDICAL CARE, ETC. TO OVERCOME BARRIERS TO EMPLOYMENT AND SELF SUFFICIENCY. ALL ARE PARENTS OF MINOR CHILDREN AND REQUIRE A PLAN FOR SUBSISTENCE FOR THE FAMILY. SERVES 300 ADULTS/FAMILIES PER YEAR. - HISPANIC ALCOHOL AND DRUG TREATMENT FOR ADULT MEN AND WOMEN: PROVIDES ASSESSMENT, CASE MANAGEMENT, INDIVIDUAL AND GROUP COUNSELING, URINALYSIS AND WRAPAROUND SUPPORTIVE SERVICES BY BILINGUAL STAFF IN A BICULTURAL SETTING FOR ADULTS WHO ARE HISPANIC. ALSO SERVES NON-HISPANIC ADULTS FROM THE COMMUNITY. SPECIALIZED GROUP SERVICES ARE PROVIDED TO COURT-REFERRED PERPETRATORS OF DOMESTIC VIOLENCE, AND PERSONS IN NEED OF ANGER MANAGEMENT CLASSES. RECEIVES REFERRALS FROM ADULT PROBATION, MUNICIPAL COURTS, COMMUNITY PROVIDERS, CHILD WELFARE, ACCESS TO RECOVERY AND VOCATIONAL REHABILITATION PROGRAM. SERVES 180 ADULTS PER YEAR. - CLEVELAND CARES: PROVIDES COMPREHENSIVE ALCOHOL AND OTHER DRUG ASSESSMENTS FOR ADULTS WHO ARE REFERRED BY THE CHILD WELFARE SYSTEM AND OTHER COMMUNITY PROVIDERS FOR CONSIDERATION FOR TREATMENT. DETERMINES DIAGNOSIS, APPROPRIATE LEVEL OF CARE FOR TREATMENT INTERVENTION, SOURCE OF FINANCIAL SUPPORTS FOR TREATMENT FOR WHICH THEY MAY BE ELIGIBLE, AND REFERRAL. SERVES 120 ADULTS PER YEAR WHO ARE PARENTS OF MINOR CHILDREN. - DEAF ADDICTION RECOVERY PROGRAM (DARP): PROVIDES NON-INTENSIVE OUTPATIENT INDIVIDUAL AND SOMETIMES GROUP COUNSELING TO THE DEAF AND HARD OF HEARING WHO HAVE A DIAGNOSIS OF ABUSE OR DEPENDENCE ON ALCOHOL AND OTHER DRUGS. ADULT CLIENTS ARE REFERRED BY THE ADULT CRIMINAL JUSTICE OR CHILD WELFARE SYSTEMS. A COMPREHENSIVE ASSESSMENT IS PROVIDED AT ADMISSION. URINE TESTING IS ALSO AVAILABLE. TWELVE (12) ADULTS PER YEAR OF THIS SPECIAL POPULATION ARE ASSISTED WITH WORKING A RECOVERY PROGRAM BY A STAFF PERSON WHO IS INDEPENDENTLY LICENSED AS A CHEMICAL DEPENDENCY COUNSELOR, AND WHO COMMUNICATES THROUGH AMERICAN SIGN LANGUAGE AND ASSISTIVE COMMUNICATION DEVICES. - VOCATIONAL REHABILITATION PROGRAM 3: SPECIAL INITIATIVE FUNDING ASSISTS INDIVIDUALS WHO ARE MEDICALLY INDIGENT AND WHO MEET THE CRITERIA FOR HAVING A DISABILITY, AND WHO HAVE A NEED FOR MENTAL HEALTH SERVICES, ALCOHOL AND OTHER DRUG TREATMENT SERVICES, AND EMPLOYMENT SERVICES. CCS CARE COORDINATION STAFF THROUGH THE EMPLOYMENT AND TRAINING PROGRAM WORK WITH CCS BEHAVIORAL HEALTH TREATMENT SERVICES TO INSURE THAT WORK BARRIERS ARE REDUCED OR ELIMINATED TO ACHIEVE EMPLOYMENT SUCCESS. JOB READINESS AND JOB PLACEMENT SERVICES ARE PROVIDED BY EMPLOYMENT AND TRAINING PROGRAM. SERVES 120 ADULTS PER YEAR. - OUTPATIENT MENTAL HEALTH SERVICES (OPMH): MENTAL HEALTH ASSESSMENT AND OUTPATIENT COUNSELING IS PROVIDED TO ADULT MALE OR FEMALE INDIVIDUALS, COUPLES AND FAMILIES WHO NEED A MENTAL HEALTH ASSESSMENT AND WHO HAVE A DIAGNOSIS OF A MENTAL HEALTH DISORDER APPROPRIATE FOR OUTPATIENT COUNSELING. SOME CLIENTS ARE STEPPING DOWN FROM MORE RESTRICTIVE SETTINGS, SUCH AS THE STATE PSYCHIATRIC HOSPITAL. OTHERS ARE REFERRED BY COMMUNITY AGENCIES, PUBLIC SYSTEMS, OR SELF REFERRALS. AN ONSITE PSYCHIATRIST PROVIDES PSYCHIATRIC EVALUATIONS AND MEDICATION MONITORING FOR PERSONS ENROLLED IN THE OPMH PROGRAM AND REFERRED BY THEIR ASSIGNED COUNSELOR. ALL STAFF ARE STATE LICENSED SOCIAL WORKERS OR COUNSELORS WHO PROVIDE BILLABLE MENTAL HEALTH SERVICES, IN COMPLIANCE WITH STATE STANDARDS, MEDICAID AND MEDICARE. MOST CLIENTS ARE IN RECEIPT OF MENTAL HEALTH ASSESSMENTS AND INDIVIDUAL COUNSELING IN AN OFFICE-BASED SETTING. SOME HOME BASED CARE IS AVAILABLE FOR SENIOR ADULTS. A CO-LOCATED SERVICE AT AN AREA FEDERALLY QUALIFIED HEALTH CENTER IS A SPECIAL INITIATIVE THROUGH THIS PROGRAM ONE DAY PER WEEK. A COLLABORATION WITH CATHOLIC CHARITIES MIGRATION AND REFUGEE SERVICES EMBRACES REFERRALS OF REFUGEES IN NEED OF MENTAL HEALTH SERVICES IN COORDINATION WITH TRANSLATION AND INTERPRETATION SERVICES PROVIDED THROUGH CATHOLIC CHARITIES. THE OPMH PROGRAM SERVES 120 ADULTS PER YEAR. - OUTPATIENT MENTAL HEALTH FOR OLDER ADULTS: OLDER ADULTS RECEIVE SERVICES PROVIDED THROUGH CATHOLIC CHARITIES SERVICES THROUGH OUTPATIENT MENTAL HEALTH SERVICES, WHICH INCLUDE MENTAL HEALTH ASSESSMENT, COMMUNITY BASED PSYCHIATRIC SUPPORTIVE SERVICES, AND INDIVIDUAL OR COUPLES COUNSELING. THESE MAY BE MEDICARE REIMBURSED AND MAY BE OFFERED IN THE HOME OR COMMUNITY, AS WELL AS AT THE OFFICES OF THE PROGRAM. PSYCHIATRIC SERVICES ARE ALSO AVAILABLE. THE PROGRAM SERVES 50 OLDER ADULTS PER YEAR IN NEED OF OUTPATIENT MENTAL HEALTH COUNSELING.
FORM 990, PART VI, SECTION A, LINE 6
THE ORGANIZATION HAS FOUR MEMBERS DESIGNATED AS THE ROMAN CATHOLIC BISHOP OF THE DIOCESE OF CLEVELAND, THE SECRETARY OF CCHHS, THE CHAIR OF THE BOARD AND AN AUXILIARY BISHOP.
FORM 990, PART VI, SECTION A, LINE 7A
ALL MEMBERS OF THE GOVERNING BODY MUST BE APPROVED BY THE MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7B
CERTAIN DECISIONS OF THE ORGANIZATION'S BOARD ARE SUBJECT TO APPROVAL BY THE ORGANIZATION'S MEMBERS, SUCH AS THE TRANSFER OF REAL PROPERTY, APPOINTMENT OF BOARD MEMBERS, ENCUMBRANCE OF DEBT AND THE AMENDMENT OF ORGANIZATIONAL DOCUMENTS.
FORM 990, PART VI, SECTION B, LINE 11
THE CHIEF FINANCIAL OFFICER OF CCHHS REVIEWS THE INFORMATION. IT IS THEN PROVIDED TO THE BOARD'S FINANCE COMMITTEE FOR REVIEW AND THEN TO THE EXECUTIVE DIRECTOR FOR REVIEW AND SIGNATURE.
FORM 990, PART VI, SECTION B, LINE 12C
ALL EMPLOYEES, INCLUDING OFFICERS, ARE REQUIRED TO DISCLOSE SITUATIONS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. THIS IS A REQUIRED PART OF THE ANNUAL EMPLOYEE EVALUATION PROCESS.
FORM 990, PART VI, SECTION B, LINE 15
THE EXECUTIVE DIRECTOR'S SALARY IS DETERMINED WITHIN PRESCRIBED GUIDELINES, AS FOLLOWS. ALL POSITIONS WITHIN THE ORGANIZATION ARE SCALED BASED UPON DUTIES AND RESPONSIBILITIES. THOSE SCALES ARE RATED AND EVALUATED BASED UPON COMPARATIVE SALARY STUDIES PROVIDED TO THE HUMAN RESOURCES DEPARTMENT BY EXTERNAL SOURCES. INDIVIDUAL SALARIES ARE DETERMINED WITHIN THE ESTABLISHED PAY RANGE FOR EACH PERSON.
FORM 990, PART VI, SECTION C, LINE 19
THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XI, LINE 5:
EFFECT OF ADOPTION OF FASB 158 -78,350. TRANSFER OF NET ASSETS FROM CATHOLIC CHARITIES HEALTH & HUMAN SERVICES 1,115,000. TOTAL TO FORM 990, PART XI, LINE 5: 1,036,650.
AUDIT OVERSIGHT
FORM 990, PART XII, LINE2C
THE ORGANIZATION HAS NOT CHANGED ITS AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.