Form990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 07-01-2012 , 2012, and ending 06-30-2013
BCheck if applicable:
CName of organization
CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
315 E Washington Blvd
 
Room/suite
City or town, state or country, and ZIP + 4
Fort Wayne, IN46802
D Employer identification number

35-1038653
E Telephone number

G Gross receipts $ 4,452,394
F Name and address of principal officer:
LISA M YOUNG
315 E WASHINGTON BLVD
Fort Wayne,IN46802
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CCFWSB.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet0928
K Form of organization:
 
L Year of formation: 1922
M State of legal domicile: IN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND, INC. SERVES THOSE IN NEED AS CHRIST WOULD HAVE US DO.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 15
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 8
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 279
6 Total number of volunteers (estimate if necessary) ............. 6 1,020
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 4,103,880 4,109,880
9 Program service revenue (Part VIII, line 2g) ......... 300,846 310,363
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 31,565 21,435
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 8,006 10,716
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 4,444,297 4,452,394
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 442,146 495,168
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 2,943,810 2,961,064
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet127,798    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,015,761 972,262
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 4,401,717 4,428,494
19 Revenue less expenses. Subtract line 18 from line 12....... 42,580 23,900
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 3,722,300 3,769,749
21 Total liabilities (Part X, line 26)............. 242,936 231,768
22 Net assets or fund balances. Subtract line 21 from line 20..... 3,479,364 3,537,981
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND, INC. (CATHOLIC CHARITIES) SERVES THOSE IN NEED AS CHRIST WOULD HAVE US DO. (CONTINUED IN SCHEDULE O)
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,963,594 including grants of $ 1,573 ) (Revenue $ 135,445 )
OLDER ADULT SERVICES: THE SENIOR AIDES PROGRAM PROVIDES WORKPLACE TRAINING AND EXPERIENCE TO LOW-INCOME SENIOR CITIZENS AGED 55 AND OLDER IN 14 COUNTIES. FUNDED BY THE US DEPARTMENT OF LABOR AND SPONSORED WITH SENIOR SERVICE AMERICA, THE GOAL OF THE SENIOR AIDES PROGRAM IS FOR THE ENROLLEES TO OBTAIN UNSUBSIDIZED, GAINFUL EMPLOYMENT TO MAINTAIN THEIR INDEPENDENCE. THE PROGRAM ASSISTED 192 PARTICIPANTS FOR THE YEAR ENDED JUNE 30, 2013. ALSO DURING 2013, THE ORGANIZATION CONTINUED JOB CLUBS IN ST. JOSEPH AND ELKHART COUNTIES. (CONTINUED IN SCHEDULE O)
4b (Code:   ) (Expenses $ 967,786 including grants of $ 259,037 ) (Revenue $ 81,427 )
REFUGEE RESETTLEMENT AND IMMIGRATION SERVICES: THESE PROGRAMS PROVIDE ASSISTANCE TO INDIVIDUALS COMING TO THE UNITED STATES UNDER REFUGEE STATUS AS GRANTED BY THE US DEPARTMENT OF STATE, AS WELL AS ASSISTANCE TO INDIVIDUALS WHO SEEK ASYLUM ONCE THEY ARE ALREADY IN THIS COUNTRY. CATHOLIC CHARITIES WORKS IN COOPERATION WITH THE US CONFERENCE OF CATHOLIC BISHOPS TO PROVIDE THESE SERVICES, WHICH HELP NEW RESIDENTS ADJUST TO LIFE IN THE COMMUNITY. SERVICES INCLUDE PRE-ARRIVAL PROCESSING, ARRIVAL SERVICES, ASSISTANCE WITH HOUSING, REFERRALS FOR MEDICAL CARE, ACCULTURATION, REFERRALS FOR ESL (ENGLISH-AS-A-SECOND-LANGUAGE) CLASSES, SCHOOL ENROLLMENT FOR THE CHILDREN, AND OTHER EDUCATION SERVICES AS NEEDED. DURING THE YEAR ENDED JUNE 30, 2012, CATHOLIC CHARITIES RESETTLED 85 REFUGEES AND ASSISTED IMMIGRANTS WITH 270 CONSULTATIONS. IN ADDITION, 385 IMMIGRATION APPLICATIONS WERE FILED TO THE UNITED STATES CITIZENSHIP AND IMMIGRATION SERVICES (USCIS), OF WHICH 299 WERE APPROVED. THE ORGANIZATION ALSO ASSISTED 52 STUDENTS WITH REGISTERING FOR CITIZENSHIP CLASSES, OF WHICH 35 SUCCESSFULLY COMPLETED AND GRADUATED THE COURSE.
4c (Code:   ) (Expenses $ 529,810 including grants of $ 217,543 ) (Revenue $ 0 )
CASE MANAGEMENT BRIEF SERVICES INCLUDE THE RESOURCE AND REFERRAL PROGRAM, WHICH ASSISTS FAMILIES WITH THE BASIC NEEDS SUCH AS HOUSING, UTILITIES, FOOD, CLOTHING, HYGIENE/PAPER PRODUCTS, AND BUS PASSES. DURING FISCAL YEAR 2013, 245 FAMILIES WERE SERVED. CATHOLIC CHARITIES OFFICIALLY BECAME A PART OF THE CASE COORDINATION SYSTEM IN ALLEN COUNTY TO COLLABORATE WITH OTHER SOCIAL AGENCIES IN SHARING RESOURCES TO BETTER ASSIST FAMILIES. THE AGENCY ALSO RECEIVED FUNDS THOUGH THE EMERGENCY FOOD AND SHELTER PROGRAM AND WAS ABLE TO PROVIDE ASSISTANCE TO 37 HOUSEHOLDS. CATHOLIC CHARITIES' CHRISTMAS PROGRAM SPONSORS LOW INCOME FAMILIES TO PROVIDE THEM WITH WINTER CLOTHING, GIFTS, CHRISTMAS TREES, AND HOLIDAY FOOD BASKETS. THIS YEAR THE PROGRAM SERVED 30 FAMILIES IN FORT WAYNE AND 53 FAMILIES IN SOUTH BEND. (CONTINUED IN SCHEDULE O)
(Code:   ) (Expenses $ 327,043 including grants of $ 17,015 ) (Revenue $ 93,491 )
THE ORGANIZATION'S OTHER PROGRAM SERVICES DURING THE YEAR ENDED JUNE 30, 2013, INCLUDE: PREGNANCY AND ADOPTION SERVICES, WHICH PROVIDE FREE BIRTH OPTIONS FOR PERSONS WITH UNPLANNED PREGNANCIES, AS WELL AS FINANCIAL AND OTHER ASSISTANCE FOR OTHER PREGNANCY RELATED NEEDS. THE PROGRAM CONTINUES TO NETWORK WITH VARIOUS COMMUNITY AGENCIES THROUGHOUT THE YEAR. CATHOLIC CHARITIES BUILDS RELATIONSHIPS WITH PREGNANCY CLINICS, HOSPITALS, CHURCHES, AND LAWYERS HELPING TO PROVIDE INFORMATION ABOUT ADOPTION. THE FORT WAYNE EDUCATION CREATES HOPE AND OPPORTUNITY (ECHO) PROGRAM IS A SCHOOL AND HOME-BASED PROGRAM THAT PROVIDES GUIDANCE AND RESOURCES TO PREGNANT AND PARENTING TEENS, ENABLING THEM TO COMPLETE THEIR HIGH SCHOOL EDUCATION AND SUCCESSFULLY PARENT THEIR CHILDREN. AS OF JUNE 30, 2013, 52 CLIENTS WERE SERVED. DURING THE YEAR, 7 OF 7 CLIENTS RECEIVED THEIR HIGH SCHOOL DIPLOMAS; 4 OF THE 5 GRADUATING CLIENTS ENROLLED TO ATTEND A COLLEGE OR UNIVERSITY FOR FALL 2013, THE 5TH STUDENT PLANS TO ENROLL THE FOLLOWING SCHOOL YEAR DUE TO THE TIMING OF HER PREGNANCY. IN ADDITION, THIS PROGRAM HAS BEEN EXTENDED TO STUDENTS AGES 18-24 WHO ARE ENROLLED IN AN EDUCATIONAL OR JOB TRAINING PROGRAM. SOUTH BEND EDUCATION CREATES HOPE AND OPPORTUNITY (ECHO) PROGRAM: IN IT'S FIRST YEAR OF SERVICE, THE ECHO PROGRAM IN SOUTH BEND HAD A TOTAL OF 55 CLIENTS WHO REQUESTED ASSISTANCE IN COMPLETING THEIR HIGH SCHOOL EDUCATION. THE ONE FULL-TIME CASE MANAGER PROVIDED INFORMATION ON SATS/ACTS TESTS, COLLEGE ADMISSION, AND JOB APPLICATIONS AS WELL AS ASSISTANCE WITH ALL THE VARIOUS FORMS; OFTEN TRANSPORTATION AND REGULAR HOME VISITS. 9 OF 9 CLIENTS GRADUATED SUCCESSFULLY ALL THE REMAINING CLIENTS INDICATED A DESIRE TO MEET WITH THEIR CASE MANAGER THROUGHOUT THE SUMMER. 2 OF 9GRADUATING STUDENTS HAVE COLLEGE PLANS; 1 HAS BEEN ACCEPTED AT IVY TECH AND 1 HAS BEEN ACCED TO INDIANA UNIVERSITY SOUTH BEND. AT TIMES THIS PROGRAM HAS HAD A WAITING LIST AS KNOWLEDGE OF ITS SERVICES BECOMES KNOWN IN THE COMMUNITY. ECHO PROGRAM IN SOUTH BEND HAS ESTABLISHED WORKING RELATIONSHIPS TO SHARE INFORMATION AND FOR MUTUAL REFERRALS WITH WOEN'S CARE CENTER, PRE-NATAL CARE COORDINATION OF ST. JOSEPH MEDICAL CENTER, HEALTHY FAMILIES, FAMILY AND CHILDREN'S CENTER, HANNAH'S HOUSE, YOUTH SERVICES BUREAU, AND WIC.
4d Other program services (Describe in Schedule O.)
(Expenses $ 327,043 including grants of $ 17,015 ) (Revenue $ 93,491 )
4e Total program service expensesMediumBullet3,788,233
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part III............................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I...................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II..........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
24
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
279
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
15
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
8
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IN
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletLISA M YOUNG315 E WASHINGTON BLVDFort WayneIN46802 (260) 422-5625
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) MOST REV KEVIN C RHOADES........................................................................
CHAIRMAN OF THE BOARD
 1.00
.......................40.00 		X   X       0 22,001 0
(2) PATRICK HOULIHAN........................................................................
PRESIDENT & TREASURER
 1.00
.......................   		X   X       0 0 0
(3) REV GLENN KOHRMAN........................................................................
SECRETARY
 1.00
.......................40.00 		X   X       0 21,926 0
(4) SUZIE LIGHT........................................................................
VICE-PRESIDENT
 1.00
.......................   		X   X       0 0 0
(5) AMPY BLAINE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(6) JACCI KAUFMAN........................................................................
DIRECTOR
 1.00
.......................15.00 		X           0 13,274 0
(7) JEFF FEATHERGILL........................................................................
DIRECTOR (PARTIAL YEAR)
 1.00
.......................   		X           0 0 0
(8) JOSEPH RYAN........................................................................
MEMBER/EX-OFFICIO DIRECTOR
 1.00
.......................40.00 		X           0 88,702 0
(9) KATHLEEN SEIDL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(10) LEONARD SANCHEZ........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(11) MARYANN HYDER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(12) MAUREEN MCALEAVEY........................................................................
DIRECTOR
 1.00
.......................40.00 		X           0 38,624 0
(13) MICHAEL HANDLIN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(14) MSGR ROBERT C SCHULTE........................................................................
MEMBER/EX-OFFICIO DIRECTOR
 1.00
.......................40.00 		X           0 22,001 0
(15) PATRICIA FOX........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(16) REV ANDREW NAZARETH........................................................................
DIRECTOR (PARTIAL YEAR)
 1.00
.......................   		X           0 0 0
(17) REV PETER DEE DE........................................................................
DIRECTOR
 1.00
.......................40.00 		X           0 2,352 0
Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) DEBRA J SCHMIDT........................................................................
EXECUTIVE DIRECTOR
 40.00
.......................0.00 		    X       79,273 0 19,402
























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 79,273 208,880 19,402
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 259,006
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 457,000
e Government grants (contributions)1e 985,974
f All other contributions, gifts, grants, and
similar amounts not included above1f 		2,407,900
g Noncash contributions included in lines
1a-1f:$ 		225,093
h Total. Add lines 1a-1f.......MediumBullet 4,109,880
Program Service Revenue Business Code
2a OLDER ADULT SERVICES 624100 135,446 135,446    
b IMMIGRATION & REFUGEE RESETTLEMENT SERVICES 624100 81,427 81,427    
c PREGNANCY, ADOPTION & FAMILY SERVICES 624100 75,420 75,420    
d PROGRAM REIMBURSEMENTS 900099 18,070 18,070    
e     0      
f All other program service revenue . 0 0 0 0
g Total. Add lines 2a–2f........MediumBullet 310,363
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 6,674     6,674
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 14,761  
b Less: cost or other basis and sales expenses 0  
c Gain or (loss) 14,761 0
d Net gain or (loss)..........MediumBullet 14,761     14,761
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 10,716
b Less: direct expenses ...b 0
c Net income or (loss) from gaming activities...MediumBullet 10,716     10,716
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a     0      
b     0      
c     0      
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 4,452,394 310,363 0 32,151
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 495,168 495,168
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 102,303 3,069 99,234  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 2,304,936 2,086,661 184,267 34,008
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 70,021 61,608 6,034 2,379
9 Other employee benefits ....... 307,875 266,893 30,681 10,301
10 Payroll taxes ........... 175,929 154,321 18,932 2,676
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 5,047 2,394 1,318 1,335
c Accounting ........... 35,875 17,017 9,369 9,489
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 127,679 60,562 33,346 33,771
12 Advertising and promotion .... 29,725 14,391 966 14,368
13 Office expenses ....... 235,535 192,889 28,859 13,787
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 275,712 239,473 32,199 4,040
17 Travel ............ 37,427 34,725 2,508 194
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 9,220 5,590 3,021 609
20 Interest ........... 20   20  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 150,074 104,380 45,694  
23 Insurance .............. 11,519 11,181 311 27
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a VEHICLE EXPENSE 27,652 18,444 9,208  
b RECOGNITION 14,581 11,517 2,814 250
c MEMBERSHIP DUES 8,603 7,482 864 257
d SUBSCRIPTIONS & PUBLICATIONS 3,591 465 2,816 310
e All other expenses 2 3 2 -3
25 Total functional expenses. Add lines 1 through 24e 4,428,494 3,788,233 512,463 127,798
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720). 0      
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 178,151 1 46,541
2 Savings and temporary cash investments ......... 597,246 2 763,373
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 290,620 4 294,739
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6 0
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 5,537 8 5,087
9 Prepaid expenses and deferred charges .......... 24,327 9 16,007
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,983,337
b Less: accumulated depreciation ..... 10b 1,993,679 2,011,568 10c 1,989,658
11 Investments—publicly traded securities .......... 11,763 11 17,526
12 Investments—other securities. See Part IV, line 11 ..... 528,643 12 578,196
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 74,445 15 58,622
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 3,722,300 16 3,769,749
Liabilities 17 Accounts payable and accrued expenses ......... 242,936 17 231,768
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 0 25 0
26 Total liabilities. Add lines 17 through 25......... 242,936 26 231,768
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 3,467,283 27 3,490,522
28 Temporarily restricted net assets ........... 12,081 28 47,459
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 3,479,364 33 3,537,981
34 Total liabilities and net assets/fund balances ........ 3,722,300 34 3,769,749
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
4,452,394
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
4,428,494
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
23,900
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
3,479,364
5
Net unrealized gains (losses) on investments ...............
5
37,680
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-2,963
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
3,537,981
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
Yes
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID: 12000266
Software Version: v2012.1.0
SCHEDULE A
(Form 990 or 990EZ)

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.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND INC
 
Employer identification number

35-1038653
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
f
g
(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 supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
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 monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).            
12
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........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
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 ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 5,941,049 5,537,748 5,087,127 4,103,880 4,109,880 24,779,684
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...... 514,013 413,969 349,799 300,846 310,363 1,888,990
3 Gross receipts from activities that are not an unrelated trade or business under section 513.. 0 792 10,281 8,056 10,716 29,845
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...           0
5 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
6 Total. Add lines 1 through 5. 6,455,062 5,952,509 5,447,207 4,412,782 4,430,959 26,698,519
7a Amounts included on lines 1, 2, and 3 received from disqualified persons... 0 0 0 0 0 0
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. 0 0 0 0 0 0
c Add lines 7a and 7b.. 0 0 0 0 0 0
8 Public support (Subtract line 7c from line 6.)           26,698,519
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
9 Amounts from line 6... 6,455,062 5,952,509 5,447,207 4,412,782 4,430,959 26,698,519
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 9,314 13,307 10,173 31,565 6,674 71,033
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.           0
c Add lines 10a and 10b. 9,314 13,307 10,173 31,565 6,674 71,033
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.           0
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) .. 25,940 22,866 0 0 0 48,806
13 Total support. (Add lines 9, 10c, 11, and 12.).. 6,490,316 5,988,682 5,457,380 4,444,347 4,437,633 26,818,358
14
Section C. Computation of Public Support Percentage
15
15
99.550 %
16
16
99.430 %
Section D. Computation of Investment Income Percentage
17
17
0.260 %
18
18
0.380 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
OTHER INCOME, SCHEDULE A, PART III, LINE 12, DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 25940, COLUMN B - 22866, COLUMN C - 0, COLUMN D - 0, COLUMN E - 0, COLUMN F - 48806;,
 
 
 
Schedule A (Form 990 or 990-EZ) 2012

Additional Data


Software ID: 12000266
Software Version: v2012.1.0
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2012
Name of the organization
CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND INC
 
Employer identification number

35-1038653
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




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 boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND INC
  		Employer identification number

35-1038653
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND INC
  		Employer identification number

35-1038653
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND INC
  		Employer identification number

35-1038653
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data


Software ID: 12000266
Software Version: v2012.1.0
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND INC
 
Employer identification number

35-1038653
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 1,889,984 2,007,628 1,857,519 1,642,644 1,893,049
b Contributions ........       51,800 48,000
c Net investment earnings, gains, and losses -9,889 -9,134 239,015 163,075 -298,405
d Grants or scholarships .....       0 0
e Other expenditures for facilities
and programs ........ 		  100,000 81,500 0 0
f Administrative expenses .... 368 8,510 7,406 0 0
g End of year balance ...... 1,879,727 1,889,984 2,007,628 1,857,519 1,642,644
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet0 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................     0
b Buildings ................   3,392,256 1,582,035 1,810,221
c Leasehold improvements ............   165,152 43,726 121,426
d Equipment ................   425,929 367,918 58,011
e Other .................       0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 1,989,658
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives 0  
(2)Closely-held equity interests 0  
(3)Other
(A) FUNDS INVESTED IN DIOCESE POOL OF SECURITIES 		578,196 F








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 578,196
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 0
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Intended uses of endowment funds Schedule D, Part V, Line 4 THE CATHOLIC COMMUNITY FOUNDATION OF NORTHEAST INDIANA HOLDS AN ENDOWMENT FUND FROM THE LEGACY OF FAITH CAMPAIGN FOR THE BENEFIT OF THE ORGANIZATION. WHEN DISTRIBUTED, THE ORGANIZATION'S ENDOWMENT FUNDS WILL BE USED TO SUPPLEMENT THE ORGANIZATION'S OPERATING ACTIVITIES.
FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 THE ORGANIZATION HAS ADOPTED ACCOUNTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES THE ORGANIZATION TO RECOGNIZE A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT IS RECORDED. THE ORGANIZATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES OR QUESTIONABLE TAX POSITIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR YEARS BEFORE 2009. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2013 OR 2012 .
Schedule D (Form 990) 2012

Additional Data


Software ID: 12000266
Software Version: v2012.1.0




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND INC
 
Employer identification number
35-1038653
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance






















2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2012

Schedule I (Form 990) 2012
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) FINANCIAL ASSISTANCE 123 79,117      
(2) MEDICAL ASSISTANCE 12 690      
(3) HOUSING ASSISTANCE 205 93,484      
(4) UTILITY ASSISTANCE 236 31,248      
(5) TRANSPORTATION ASSISTANCE 326 8,322      
(6) OTHER FINANCIAL/NEEDS ASSISTANCE 31773 81,311 132,658 COST  
(7) IN-KIND DIRECT ASSISTANCE 119   68,338 INDEPENDENT SECTOR & SALVATION ARMY PRICE LIST FOOD, CLOTHING, HOUSEHOLD GOODS, ETC.
Part IV
Supplemental Information.
Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Identifier Return Reference Explanation
Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 EACH PROGRAM HAS GUIDELINES REGARDING FINANCIAL AND OTHER ASSISTANCE. ASSISTANCE FOR REFUGEES IS GOVERNED BY THE U.S. DEPARTMENT OF STATE AND U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES REGULATIONS. ASSISTANCE PROVIDED IS MONITORED WITHIN THE CLIENT'S FILE, AND DOCUMENTATION IS MAINTAINED WITHIN THE FILE AND/OR WITH CHECKS DISBURSED.
Schedule I (Form 990) 2012


Additional Data


Software ID: 12000266
Software Version: v2012.1.0


SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND INC
 
Employer identification number

35-1038653
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		X 98,227 COST
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ... X 276 122,486 COST
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( CEMETERY PLOTS ) X 1 4,380 COST
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2012)
Schedule M (Form 990) (2012)
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Identifier Return Reference Explanation
EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS SCHEDULE M, PART I CLOTHING AND HOUSEHOLD GOODS: N/A FOOD INVENTORY: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS
Number of contributions or items contributed. Schedule M, part I, column (b), Line 5  
Number of contributions or items contributed. Schedule M, part I, column (b), Line 19  
Number of contributions or items contributed. Schedule M, part I, column (b), Line other=CEMETERY PLOTS  
Schedule M (Form 990) (2012)
Additional Data


Software ID: 12000266
Software Version: v2012.1.0
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.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND INC
 
Employer identification number

35-1038653
Identifier Return Reference Explanation
ORGANIZATION'S MISSION (CONTINUED FROM PART III) FORM 990, PART III, LINE 1 CATHOLIC CHARITIES PROVIDES AN ARRAY OF SERVICES THAT CREATE AND BUILD FAMILIES; HELP PEOPLE COPE WITH DIFFICULT CIRCUMSTANCES, ECONOMIC HARDSHIP, AND RELATIONSHIP ISSUES; PROVIDE A FRESH START FOR HARDWORKING PEOPLE; AND ENSURE THAT CHILDREN AND SENIORS IN PARTICULAR HAVE ACCESS TO SERVICES TO PROMOTE THEIR PHYSICAL AND EMOTIONAL WELL-BEING. CATHOLIC CHARITIES SERVES THOSE IN NEED WITH SPECIAL EMPHASIS ON THE MOST VULNERABLE POPULATIONS: THE POOR, DISABLED, IMMIGRANTS, ELDERLY, AND CHILDREN. CATHOLIC CHARITIES IS COMMITTED TO IMPROVING THE QUALITY OF LIFE FOR THE INDIVIDUAL, THE FAMILY, AND THE COMMUNITY. OUR VALUES: WE BELIEVE THAT A CHILD SHOULD GROW UP IN A LOVING AND NURTURING ENVIRONMENT. WE BELIEVE THAT FAMILIES ARE THE CORNERSTONES OF OUR SOCIETY AND THEY NEED HELP TO FULFILL THEIR RESPONSIBILITY TO PROVIDE CARE AND INSTILL VALUES. WE BELIEVE IN HELP AND COMPASSION FOR THE POOR AND IMPOVERISHED. WE BELIEVE THAT THE ELDERLY SHOULD BE ABLE TO LIVE WITH DIGNITY. WE BELIEVE IN THE STRUGGLE TO BRING ABOUT CHANGE IN THE SYSTEMS THAT CAUSE HUMAN SUFFERING. WE BELIEVE THAT TO SERVE OTHERS IS TO SERVE CHRIST.
OLDER ADULT SERVICES (CONTINUED FROM PART III) FORM 990, PART III, LINE 4A VILLA OF THE WOODS IS A STATE-LICENSED RESIDENTIAL FACILITY FOR OLDER ADULTS. ALL ROOMS ARE PRIVATE WITH PERSONAL BATH AND INDIVIDUALLY CONTROLLED HEAT AND AIR CONDITIONING. ALL ROOMS ARE EQUIPPED WITH CABLE TV SERVICE. THIS RETIREMENT COMMUNITY PROVIDES INDEPENDENCE, YET IS STAFFED AROUND THE CLOCK SO RESIDENTS CAN RECEIVE ASSISTANCE WHENEVER IT IS NEEDED. HOUSEKEEPING, LINEN SERVICE, MEALS, AND SOCIAL ACTIVITIES ARE PROVIDED. THE FACILITY IS CONVENIENTLY LOCATED IN A WOODED RESIDENTIAL AREA CLOSE TO THE BUS LINE, A PUBLIC LIBRARY BRANCH, AND A SHOPPING CENTER. FOR THE YEAR ENDED JUNE 30, 2013 VILLA OF THE WOODS HOUSED 16 INDIVIDUALS AND PROVIDED OVER 5,079 DAYS OF CARE. CATHOLIC CHARITIES SPONSORS RSVP (RETIRED SENIOR VOLUNTEER PROGRAM), A PROJECT OF THE ORGANIZATION FOR NATIONAL AND COMMUNITY SERVICE. RSVP MOBILIZES PEOPLE AGES 55 AND OLDER TO HELP MEET A WIDE VARIETY OF COMMUNITY NEEDS. VOLUNTEERS ARE PLACED BASED ON THEIR TALENTS, INTERESTS, AND SCHEDULES, WITH LOCAL SOCIAL SERVICE AGENCIES, SCHOOLS, LIBRARIES, HOSPITALS, PARKS, AND OTHER NONPROFIT ENTITIES. THE RSVP PROGRAM HAS ASSISTED OVER 990 VOLUNTEERS AT 121 DIFFERENT SITES. THE RSVP PROGRAM HAS ALSO PROVIDED OVER 138,352HOURS OF VOLUNTEER SERVICES IN DEKALB, LAGRANGE, NOBLE, ST. JOSEPH, ELKHART, AND STEUBEN COUNTIES, THE VALUE OF WHICH IS OVER $2,801,628.
REFUGEE RESETTLEMENT AND IMMIGRATION SERVICES (CONTINUED FROM PART III) FORM 990, PART III, LINE 4B CATHOLIC CHARITIES' HISPANIC HEALTH ADVOCATE PROGRAM IS DESIGNED TO ASSIST THE SPANISH-SPEAKING POPULATION WHO SPEAK LITTLE TO NO ENGLISH WITH THEIR MEDICAL APPOINTMENTS. THE GOAL OF THIS PROGRAM IS TO REDUCE THE LANGUAGE BARRIERS IN ORDER TO PROMOTE PREVENTATIVE HEALTH PRACTICES FOR THE SPANISH SPEAKING COMMUNITY. THE CASE MANAGERS ACCOMPANY CLIENTS TO OB-GYN, WELL BABY CHECK-UPS, UROLOGY, ONCOLOGY, DENTISTRY, CARDIOLOGY, EAR, NOSE, AND THROAT, COUNSELING, AND ANY OTHER MEDICAL RELATED APPOINTMENTS. MANY OF THE APPOINTMENTS ARE PRIMARILY FOR WOMEN AND CHILDREN. THE PROGRAM CONTINUES TO BE OFFERED AS A FREE SERVICE. THERE ARE OTHER BUSINESSES THAT OFFER INTERPRETATION AND TRANSLATION SERVICES IN DIFFERENT LANGUAGES; HOWEVER THIS WILL COST CLIENTS APPROXIMATELY $50 AN HOUR, AND MOST OF THE CLIENTS WHO UTILIZE OUR SERVICES HAVE BEEN FAMILIES WITH LIMITED OR NO INCOME. THE PROGRAM HAS ASSISTED OVER 267 FAMILIES WITH 671 APPOINTMENTS THIS FISCAL YEAR IN THE FORT WAYNE AREA. IN ADDITION, CATHOLIC CHARITIES HAS RECEIVED A GRANT FROM THE STATE OF INDIANA TO PROVIDE EMPLOYMENT SERVICES FOR REFUGEES WHO RESIDE IN THE UNITED STATES. SERVICES CAN BE PROVIDED TO REFUGEES UP TO FIVE YEARS AFTER THEY HAVE BEEN RESETTLED. CATHOLIC CHARITIES ACCOMPLISHED 257 JOB PLACEMENTS DURING THE FISCAL YEAR ENDED JUNE 30, 2013.
CASE MANAGEMENT BRIEF SERVICES (CONTINUED FROM PART III) FORM 990, PART III, LINE 4C IN APRIL 2011, CATHOLIC CHARITIES WAS AWARDED TWO GRANTS THROUGH THE OFFICE OF FAITH-BASED AND COMMUNITY INITIATIVES FOR ADMINISTERING THE HARDEST HIT FUND VOLUNTEER SERVICE PROGRAM. THE PROGRAM IS PART OF THE BUILDING THE BRIDGE TO RECOVERY PROGRAM, WHOSE FOCUS IS ASSISTING QUALIFIED UNEMPLOYMENMT RECIPIENTS IN AVOIDING FORECLOSURE ON THEIR HOME MORTGAGE IN EXCHANGE FOR THEIR PARTICIPATON IN JOB TRAINING, EDUCATION, OR VOLUNTEER SERVICE. PRE-QUALIFIED CLIENTS WHO CHOOSE VOLUNTEER SERVICE AS THEIR FOCUS AREA ARE REFERRED TO CATHOLIC CHARITIES, WHO WILL THEN PROVIDE THEIR SCREENING, ORIENTATION, PLACEMENT, AND SUPERVISION. IN FISCAL YEAR 2013, THE SOUTH BEND FOOD PANTRY SERVED 11,943 INDIVIDUALS AND THE AUBURN FOOD PANTRY SERVED 19,072 INDIVIDUALS IN NEED OF FOOD ASSISTANCE. ABOUT 10 PERCENT OF THESE HOUSEHOLDS WERE NEW TO THE FOOD PANTRY. EACH FAMILY WHO VISITS THE PANTRY RECEIVES ENOUGH FOOD TO PREPARE FOUR MEALS; WHEN AVAILABLE, CLIENTS ALSO RECEIVE PERSONAL CARE ITEMS SUCH AS SHAMPOO, TOILET PAPER, AND DIAPERS. THE PANTRY ALSO PROVIDES CLIENTS WITH RECIPES, COMMUNITY REFERRALS, NUTRITION INFORMATION, AND SAFE FOOD HANDLING INFORMATION. THE RSVP SEWERS AND YARN CRAFTERS PROVIDED HATS, SCARVES, AND MITTENS FOR FOOD PANTRY CLIENTS, AND A NUMBER OF PEOPLE AND ORGANIZATIONS IN THE COMMUNITY HAVE MADE INDIVIDUAL GIFTS OF GOODS AND MATERIALS FOR THE FOOD PANTRY.
Classes of members or stockholders Form 990, Part VI, Section A, Line 6 THE ORGANIZATION HAS THREE MEMBERS: THE DIOCESAN BISHOP OF THE DIOCESE OF FORT WAYNE-SOUTH BEND (DIOCESE) AND TWO OTHER PERSONS DESIGNATED BY THE DIOCESAN BISHOP.
Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a THE ORGANIZATION'S DIRECTORS ARE ELECTED BY MAJORITY VOTE OF THE MEMBERS AND SERVE AT THE SOLE DISCRETION OF THE MEMBERS. ANY DIRECTOR MAY BE REMOVED, WITH OR WITHOUT CAUSE OR NOTICE, BY A MAJORITY VOTE OF THE MEMBERS AT ANY TIME.
Decisions requiring approval by members or stockholders Form 990, Part VI, Section A, Line 7b THE MEMBERS' RESERVED POWERS INCLUDE: A) THE ESTABLISHMENT OF AND ADHERENCE TO THE PHILOSOPHY ACCORDING TO WHICH THE ORGANIZATION OPERATES; B) ANY AMENDMENT OF THE ARTICLES OF INCORPORATION OR ANY AMENDMENT OR REPEAL OF THE BYLAWS; C) THE APPOINTMENT OF REMOVAL OF ANY INDIVIDUAL TO THE BOARD OF DIRECTORS; D) THE PURCHASE, LEASE, SALE, TRANSFER, EXCHANGE, OR ENCUMBRANCE OR REAL ESTATE FOR OR ON BEHALF OF THE ORGANIZATION; E) THE SALE, LEASE, EXCHANGE, OR ANY FORM OF DISPOSAL OF ANY CORPORATE ASSETS OTHER THAN REAL ESTATE, IN OTHER THAN THE USUAL AND REGULAR COURSE OF THE ORGANIZATION'S ACTIVITIES, EXCEPT AS SPECIFICALLY PROVIDED IN THE ORGANZIATION'S BYLAWS; F) THE PLEDGE, DEDICATION TO REPAYMENT OF INDEBTEDNESS, OR ANY OTHER FORM OF ENCUMBRANCE OF THE ORGANIZATION'S ASSETS, OTHER THAN REAL ESTATE, WHETHER OR NOT IN THE USUAL AND REGULAR COURSE OF THE ORGANIZATION'S ACTIVITIES; AND G) THE MERGER OR DISSOLUTION OF THE ORGANIZATION. ANY ACTIONS TAKEN BY THE BOARD OF DIRECTORS RELATED TO THE ABOVE DESCRIBED RESERVED POWERS OF THE MEMBERS REQUIRE WRITTEN APPROVAL OF THE MEMBERS.
Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b THE ORGANIZATION'S MANAGEMENT PERSONNEL AND BOARD OF DIRECTORS REVIEW A FINAL DRAFT OF THE FULL FORM 990, INCLUDING ALL APPLICABLE SCHEDULES, BEFORE IT IS FILED WITH THE IRS.
Conflict of interest policy Form 990, Part VI, Section B, Line 12c EACH YEAR, EVERY BOARD MEMBER AND EMPLOYEE IS REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE. THE ORGANIZATION'S EXECUTIVE DIRECTOR AND ASSISTANT DIRECTOR REVIEW THE DISCLOSURES FOR ANY POTENTIAL CONFLICTS OF INTEREST. IF AN ACTUAL CONFLICT IS DETERMINED TO EXIST, THE ORGANIZATION'S ATTORNEY ALSO REVIEWS THE DISCLOSURE. WHERE AN EMPLOYEE HAS A CONFLICT, THAT EMPLOYEE IS NOT ALLOWED TO APPROVE ANY RELATED EXPENDITURES. IF APPLICABLE, WORK MUST BE INSPECTED BY ANOTHER EMPLOYEE OF EQUAL OR GREATER RANK IN THE ORGANIZATION. IF A BOARD MEMBER HAS A CONFLICT, THE MEMBER IS REQUIRED NOT TO VOTE OR HAVE ANY INPUT ON ANYTHING RELATED TO THE STATED CONFLICT.
Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a THE ORGANIZATION TAKES PART IN THE SALARY SURVEY OF CATHOLIC CHARITIES AGENCIES. THE SURVEY COMPARES THE COMPENSATION OF ALL MANAGEMENT EMPLOYEES TO SALARIES OF SIMILARLY-SITUATED EMPLOYEES IN THE MIDWEST. THE ORGANIZATION'S BOARD OF DIRECTORS USES THE SALARY SURVEY OF CATHOLIC CHARITIES AGENCIES (2012 EDITION) TO REVIEW AND APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION. THE EXECUTIVE DIRECTOR'S COMPENSATION WAS LAST REVIEWED IN MARCH 2013 AND WAS DOCUMENTED IN THE BOARD MEETING MINUTES.
PROCESS USED TO ESTABLISH COMPENSATION OF OTHER OFFICERS FORM 990, PART VI, LINE 15B THERE ARE NO OTHER COMPENSATED OFFICERS OF THE ORGANIZATION. AS SUCH, THIS QUESTION HAS BEEN ANSWERED "NO."
Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 THE ORGANIZATION'S ANNUAL REPORT IS PUBLISHED IN THE ORGANIZATION'S NEWSLETTER. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME.
Other changes in net assets or fund balances Form 990 , Part XI, Line 9 WRITE OFF OF UNCOLLECTIBLE PLEDGE - -2963;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID: 12000266
Software Version: v2012.1.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
CATHOLIC CHARITIES OF THE DIOCESE OF FORT WAYNE - SOUTH BEND INC
 
Employer identification number

35-1038653
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) DIOCESE OF FORT WAYNE-SOUTH BEND

PO BOX 390

FORT WAYNE,IN46801
 RELIGIOUS IN 501(C)(3) 1 NA
 
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation

Additional Data


Software ID: 12000266
Software Version: v2012.1.0