Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (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 listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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 VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 3,909,956 | 3,336,619 | 2,658,678 | 2,947,704 | 3,380,371 | 16,233,328 |
| 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...... | 7,993,566 | 7,335,931 | 6,219,981 | 5,220,100 | 5,223,130 | 31,992,708 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | 0 | |||||
| 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. | 11,903,522 | 10,672,550 | 8,878,659 | 8,167,804 | 8,603,501 | 48,226,036 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | 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. | 5,828,962 | 5,402,873 | 4,634,976 | 3,842,292 | 3,520,144 | 23,229,247 |
| c | Add lines 7a and 7b.. | 5,828,962 | 5,402,873 | 4,634,976 | 3,842,292 | 3,520,144 | 23,229,247 |
| 8 | Public support (Subtract line 7c from line 6.) | 24,996,789 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 11,903,522 | 10,672,550 | 8,878,659 | 8,167,804 | 8,603,501 | 48,226,036 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 20,702 | 14,241 | 11,038 | 9,662 | 6,053 | 61,696 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | 0 | |||||
| c | Add lines 10a and 10b. | 20,702 | 14,241 | 11,038 | 9,662 | 6,053 | 61,696 |
| 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 VI.) .. | 16,801 | 13,798 | 5,609 | 5,091 | 15,950 | 57,249 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 11,941,025 | 10,700,589 | 8,895,306 | 8,182,557 | 8,625,504 | 48,344,981 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINES 4A-4D | LINE 4A ------- HEALTH SERVICES: CATHOLIC CHARITIES OFFERS IN-HOME SERVICES, SENIOR CONGREGATE AND IN-HOME MEALS, AND SENIOR TRANSPORTATION THROUGH SENIOR CARE SERVICES. CATHOLIC CHARITIES PROGRAM SERVICES ENABLED 800 SENIORS TO RECEIVE HEALTH SERVICES, NUTRITION, HOMEMAKING, PERSONAL CARE AND FREE/REDUCED-RATE TRANSPORTATION TO ENABLE THEM TO MAINTAIN INDEPENDENCE. LINE 4B ------- WORKFORCE DEVELOPMENT: WORKFORCE PROGRAMS PROVIDED EMPLOYMENT TRAINING SERVICES TO ASSIST WITH JOB EMPLOYMENT SEARCHES AND JOB PLACEMENTS THROUGH THE TURNAROUND (PRISONER RE-ENTRY), SENIOR SERVICE EMPLOYMENT & GENERAL EMERGENCY ASSISTANCE PROGRAMS. SEVERAL SERVICE AREAS USED, INCLUDED EMPLOYMENT PREP SERVICES, JOB SEEKING SUPPORT, EDUCATION SERVICES, EMPLOYER OUTREACH SERVICES, FINANCIAL LITERACY EDUCATION & CASE MANAGEMENT SERVICES. APPROXIMATELY 682 PARTICIPANTS RECEIVED EMPLOYMENT PREPARATION RESOURCES & TRAINING AND 134 RECEIVED EMPLOYMENT PLACEMENT. LINE 4C ------- COMMUNITY HOUSING: HOUSING STABILITY IS THE OBJECTIVE OF THE SUPPORTIVE HOUSING PROGRAMS. THIS IS ACHIEVED THROUGH ONGOING CASE MANAGEMENT THAT INCLUDES HOUSING ADVOCACY, SEARCH, AND PLACEMENT; ASSISTING PARTICIPANTS WITH ESTABLISHMENT OF SELF-DIRECTED GOALS, BUDGETING, SERVICE COORDINATION, JOB SEARCH, AND LEASE SUBSIDIES AS WELL AS ACCESS TO MEDICAL AND MENTAL HEALTH TREATMENT SERVICES IN THE COMMUNITY. MOST GEOGRAPHIC LOCATIONS EXPERIENCE GREATER THAN 80% OF PARTICIPANTS REMAINING IN THEIR LIVING UNITS FOR MORE THAN ONE YEAR AND MAINTAINING OR INCREASING THEIR INCOME FROM ALL SOURCES. IN THE LARGER LOCATIONS, MORE THAN 30% HAVE SOME FORM OF EMPLOYMENT. IN 2014-2015, COMMUNITY HOUSING SERVED 348 INDIVIDUALS IN 215 HOUSEHOLDS IN SUPPORTIVE HOUSING PROGRAMS AND INCLUDE TRANSITIONAL AND PERMANENT HOUSING FOR INDIVIDUALS AND/OR FAMILIES EXPERIENCING HOMELESSNESS AND WHO ALSO HAVE DEPENDENT CHILDREN OR A DISABLING CONDITION. LINE 4D ------- SUPPORT & EDUCATION; WELCOME CENTER; OTHER MISCELLANEOUS PROGRAM SERVICES |
| FORM 990, PART VI, SECTION A, LINE 6 | THE BISHOP OF THE DIOCESE OF KANSAS CITY - ST. JOSEPH IS THE SOLE MEMBER OF CATHOLIC CHARITIES OF KANSAS CITY - ST. JOSEPH, INC. THE BISHOP IS DESIGNATED AS THE SOLE MEMBER SO LONG AS THE DIOCESE OF KANSAS CITY- ST. JOSEPH SHALL CONTINUE TO QUALIFY AS A TAX EXEMPT, NON-PROFIT ENTITY RECOGNIZED UNDER SECTION 501(C)(3) OF THE IRC. THE BISHOP HAS THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY, HAS THE RESERVED POWER TO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY AND IS NOT ENTITLED TO RECEIVE A SHARE OF CATHOLIC CHARITIES PROFITS, EXCESS DUES OR A SHARE OF NET ASSETS UPON DISSOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BISHOP OF THE DIOCESE OF KANSAS CITY - ST. JOSEPH, BEING THE SOLE MEMBER OF CATHOLIC CHARITIES OF KANSAS CITY - ST. JOSEPH, INC., HAS THE RIGHT TO ELECT ALL OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BISHOP OF THE DIOCESE OF KANSAS CITY - ST. JOSEPH SHALL BE ENTITLED TO BE THE SOLE VOTE ON ALL MATTERS REQUIRING A VOTE OF THE MEMBERS AS SPECIFIED BY LAW AND THE CORPORATE BYLAWS OF CATHOLIC CHARITIES OF KANSAS CITY-ST. JOSEPH, INC., INCLUDING WITHOUT LIMITATION, THE POWER TO CHANGE THE NUMBER OF DIRECTORS, TO ELECT THE BOARD OF DIRECTORS, TO REMOVE DIRECTORS AND AMEND THE CORPORATE BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM. THE FORM 990 IS REVIEWED BY SENIOR MANAGEMENT AND THEN PRESENTED TO THE BOARD OF DIRECTORS' AUDIT SUBCOMMITTEE FOR REVIEW AND APPROVAL. THE AUDIT SUBCOMMITTEE PRESENTS THE FORM 990 WITH ALL REQUIRED SCHEDULES TO THE BOARD OF DIRECTORS FOR FINAL REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE TIME OF HIRE (OR ELECTION IN THE CASE OF CORPORATE DIRECTORS AND TRUSTEE) AND ANNUALLY THEREAFTER THE CEO AND HIS/HER DESIGNEE SHALL PROVIDE TO THE BOARD AND TO ALL EXECUTIVE OFFICERS, ADMINISTRATIVE STAFF, ASSOCIATES AND VOLUNTEERS A COPY OF THE CONFLICT OF INTEREST POLICY AND THE APPLICABLE CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE, WHICH SHALL BE COMPLETED TO IDENTIFY ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES WITH RESPECT TO WHICH IT IS BELIEVED A CONFLICT MAY ARISE. SUCH ANNUAL MONITORING AND REVIEW PROCEDURES SHALL BE A PART OF THE CORPORATE COMPLIANCE PLAN. AN APPROPRIATE REPORT SHALL BE SUBMITTED TO THE AUDIT COMMITTEE CONCERNING ANY INTEREST SO DISCLOSED. EACH MEMBER OF THE BOARD OF DIRECTORS AND ALL MANAGEMENT ASSOCIATES SHALL DISCLOSE FULLY AND FRANKLY ANY AND ALL ACTUAL OR POTENTIAL CONFLICTS OR DUALITY OF INTEREST OR RESPONSIBILITY, WHETHER INDIVIDUAL, PERSONAL OR BUSINESS WHICH MAY EXIST OR APPEAR AS TO EXIST TO CATHOLIC CHARITIES OR ANY SYSTEM ENTITY OR ANY MATTER OR BUSINESS WHICH MAY COME BEFORE THE BOARD (INCLUDING ITS COMMITTEES). IF A DIRECTOR, STAFF MEMBER, ASSOCIATE OR VOLUNTEER HAS A PERSONAL OR FINANCIAL INTEREST IN A PARTICULAR CONTRACT OR TRANSACTION RELATED TO CATHOLIC CHARITIES, THE INDIVIDUAL MUST DISCLOSE ALL MATERIAL FACTS TO THE AUDIT COMMITTEE AND, AS APPLICABLE, TO THE BOARD OF DIRECTORS FOR REVIEW, CONSIDERATION AND APPROVAL OR AUTHORIZATION. IF A DIRECTOR IS CONSIDERED TO HAVE A CONFLICT OF INTEREST, THE DIRECTOR SHALL NOT BE ALLOWED TO PARTICIPATE IN THE DISCUSSION REGARDING SUCH AUTHORIZATION OR APPROVAL AND IS NOT ALLOWED TO VOTE ON THE MATTER. THE MATTER IS DISCUSSED AND A VOTE, IF ANY, SHALL BE RECORDED IN THE MINUTES OF THE BOARD OR ITS COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15A | CEO COMPENSATION IS DETERMINED BY A PROCESS USING LOCAL INDEPENDENT NON-PROFIT SALARY SURVEYS, PERFORMANCE EVALUATIONS AND BOARD DELIBERATION AND APPROVAL, AS APPLICABLE. SUCH DELIBERATIONS ARE RECORDED IN THE BOARD OF DIRECTORS MINUTES AND/OR EMPLOYEE PERSONNEL FILES. THE BOARD CONDUCTS THE CEO COMPENSATION REVIEW ANNUALLY IN AUGUST. |
| FORM 990, PART VI, SECTION B, LINE 15B | THE OFFICERS' COMPENSATION IS DETERMINED THROUGH CATHOLIC CHARITIES' PERFORMANCE REVIEW PROCESS BY THE CEO. THE SALARY RANGE IS DETERMINED USING OTHER NON-PROFIT SALARY COMPARISONS. THIS PROCESS IS DONE ANNUALLY IN JUNE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE RETAINED IN PUBLIC COMMUNICATION MANUALS, UPDATED ANNUALLY AND MADE AVAILABLE FOR PUBLIC VIEWING UPON REQUEST AT EACH ADMINISTRATIVE OFFICE LOCATION. |
| FORM 990, PART XI, LINE 9 | CHANGE IN DEFINED BENEFIT PENSION LIABILITY (182,807) |
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| Software Version: |