Civic Intelligence

Catholic Charities Housing Diocese of Venice Inc

990 • Fiscal year 2018 • EIN 20-0487215

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 11, 2019

1000 Pinebrook RoadVenice, FL 34285

(941) 484-9543

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

83rd percentile

0.43x

Higher debt load relative to assets than 83% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

97th percentile

5.78x

Higher debt load relative to revenue than 97% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

1st percentile

-328%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

95th percentile

$162,913

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 375.1% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

9th percentile

-21%

Faster asset growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-86%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$578,139

Down $149,714 (-21%) from 2017

Net Assets

Down

$327,198

Down $142,546 (-30%) from 2017

Liabilities

Down

$250,941

Down $7,168 (-2.8%) from 2017

Revenue

Down

$43,432

Down $274,098 (-86%) from 2017

Expenses

Up

$185,978

Up $94,740 (+104%) from 2017

Net Income

Down

-$142,546

Down $368,838 (-163%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0-$200KAssets 2010: $779,754Liabilities 2010: $528,090Net Assets 2010: $251,6642010Assets 2011: $611,912Liabilities 2011: $258,965Net Assets 2011: $352,9472011Assets 2012: $568,672Liabilities 2012: $258,960Net Assets 2012: $309,7122012Assets 2013: $535,378Liabilities 2013: $260,427Net Assets 2013: $274,9512013Assets 2014: $515,933Liabilities 2014: $259,823Net Assets 2014: $256,1102014Assets 2015: $490,440Liabilities 2015: $263,833Net Assets 2015: $226,6072015Assets 2016: $493,452Liabilities 2016: $250,000Net Assets 2016: $243,4522016Assets 2017: $727,853Liabilities 2017: $258,109Net Assets 2017: $469,7442017Assets 2018: $578,139Liabilities 2018: $250,941Net Assets 2018: $327,1982018Assets 2019: $525,693Liabilities 2019: $250,559Net Assets 2019: $275,1342019Assets 2020: $499,138Liabilities 2020: $255,793Net Assets 2020: $243,3452020Assets 2021: $435,582Liabilities 2021: $250,662Net Assets 2021: $184,9202021Assets 2022: $385,938Liabilities 2022: $250,000Net Assets 2022: $135,9382022Assets 2023: $351,136Liabilities 2023: $258,557Net Assets 2023: $92,5792023Assets 2024: $297,085Liabilities 2024: $250,175Net Assets 2024: $46,9102024Assets 2025: $248,651Liabilities 2025: $250,000Net Assets 2025: -$1,3492025

Highlighted filing

2018

Assets$578,139
Liabilities$250,941
Net Assets$327,198

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2010: $27,436Expenses 2010: $127,148Net Income 2010: -$99,7122010Expenses 2011: $83,8592011Expenses 2012: $68,1572012Revenue 2013: $27,102Expenses 2013: $61,862Net Income 2013: -$34,7602013Revenue 2014: $43,932Expenses 2014: $62,773Net Income 2014: -$18,8412014Revenue 2015: $45,511Expenses 2015: $75,014Net Income 2015: -$29,5032015Revenue 2016: $84,452Expenses 2016: $67,607Net Income 2016: $16,8452016Revenue 2017: $317,530Expenses 2017: $91,238Net Income 2017: $226,2922017Revenue 2018: $43,432Expenses 2018: $185,978Net Income 2018: -$142,5462018Revenue 2019: $46,759Expenses 2019: $98,823Net Income 2019: -$52,0642019Revenue 2020: $51,371Expenses 2020: $83,160Net Income 2020: -$31,7892020Revenue 2021: $15,109Expenses 2021: $73,534Net Income 2021: -$58,4252021Revenue 2022: $17,167Expenses 2022: $66,149Net Income 2022: -$48,9822022Revenue 2023: $25,250Expenses 2023: $68,609Net Income 2023: -$43,3592023Revenue 2024: $18,277Expenses 2024: $63,946Net Income 2024: -$45,6692024Revenue 2025: $16,364Expenses 2025: $64,623Net Income 2025: -$48,2592025

Highlighted filing

2018

Revenue$43,432
Expenses$185,978
Net Income-$142,546
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 11, 2019
Return Version
2017v2.3
Gross Receipts
$43,432
Mission and Program Overview

Mission

Catholic charities housing, diocese of venice, inc. Was formed as a not-for-profit corporation under the laws of the state of florida in august 2003, for the purposes of providing a residential program for men living with hiv and who are at risk of becoming homeless containing 8 rental units known as casa san jose located in sarasota, florida.

To provide affordable housing for those in need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$395,602$360,583▼ $35,019
Cash and Non-Interest-Bearing Accounts$329,541$217,556▼ $111,985
Prepaid Expenses and Deferred Charges$2,710$0▼ $2,710
Total Assets$727,853$578,139▼ $149,714
Liabilities
Mortgage Notes Payable Secured by Investment Property$250,000$250,000→ $0
Accounts Payable and Accrued Expenses$8,109$941▼ $7,168
Total Liabilities$258,109$250,941▼ $7,168
Net Assets / Fund Balance
Unrestricted Net Assets$469,744$327,198▼ $142,546
Total Net Assets Fund Balance$469,744$327,198▼ $142,546
Total Liabilities and Net Assets / Fund Balance$727,853$578,139▼ $149,714

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$279,500$411,723$691,223
Land$80,500-$80,500
Equipment$583$874$1,457
Compensation and Service Providers

Employees

NameTitleOtherTotal
Mrs Sharon AragonaPresident$140,653$140,653

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$26,723
Program Service Revenue
$16,709
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-142,546

Audited Revenue Reconciliation

Revenue per Audited Statements
$43,432
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$43,432
Total Revenue per Form 990
$43,432
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$115,928
Other Expenses$70,050
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$115,928--$115,928
Depreciation Depletion$35,018--$35,018
Occupancy$23,262--$23,262
Office Expenses-$11,770-$11,770
Total Functional Expenses$174,208$11,770$0$185,978

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$185,978
Total Expenses per Audited Statements$185,978
Total Expenses per Form 990$185,978
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Casa San Juan Bosco IncVenice, FL-Casa San Juan Bosco Inc Loan Payment and Grant$115,928
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Catholic charities housing, inc. Is managed by ndc asset management, llc, a professional property management company. Ndc asset management, llc, has a management agreement with the property which was approved by the board of directors. The management contract encompasses the day to day operations of the project including, but not limited to, collection of rents, maintenance of facilities, supervision of staff, and ongoing support for both the owners and tenants as needed in order to establish a safe, sanitary and affordable environment.

Form 990, Part VI, Section A, Line 6

The permanent members of the corporation shall include, ex officio, the bishop of the diocese of venice, the vicar general of the diocese of venice and the chancellor of the diocese of venice. Whenever there is a vacancy in the office of the bishop, the administrator of the diocese of venice shall succeed to all rights and responsibilities of the member. The term of membership in the corporation shall be co-terminous with the term of office as bishop, vicar general, chancellor or administrator.

Form 990, Part VI, Section A, Line 7A

The members have the power to appoint the founding directors of this corporation.

Form 990, Part VI, Section A, Line 7B

Certain powers have been specifically reserved to the members: - the operating philosophy of the corporation shall be approved by the members - the corporation may not be mergered or dissolved of the assets distributed upon dissolution without the express written approval of the members - the articles and by-laws of the corporation may not be amended or altered without the approval of the members

Form 990, Part VI, Section B, Line 11B

A draft of the return is given to the board of directors to review and approve it prior to filing.

Form 990, Part VI, Section B, Line 12C

The organization sends out board questionnaires annually.

Form 990, Part VI, Section B, Line 15

Form 990, part vi, line 15a - compensation process for top official the ceo's compensation is reviewed by the executive committee of the board each year. Form 990, part vi, line 15b - compensation process for officers compensation for key employees of the organization are reviewed by the ceo, coo, and cfo each year.

Form 990, Part VI, Section C, Line 19

The governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Catholic Charities Housing Inc
EIN
20-0487215
Phone
9414849543
Address
1000 PINEBROOK ROAD, VENICE, FL 34285

Signing Officer

Name
Sharon Aragona
Title
President
Phone
9414849543
Signed
2019-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sharon Aragona
Formed
2003
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
DAUBY O'CONNOR & ZALESKI LLC
Address
501 CONGRESSIONAL BLVD 300, CARMEL, IN 46032
Preparer
Jonathan B Scott
Phone
3178485700
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

Oversight of auditing function: the management company receives a copy of the audit. Prior to the finalization of the audit, a copy of the audit is given to all of the board members for their comments. When the audit is up for bid, the board discusses the relationship with the current auditors and makes a determination as to whether to maintain this relationship or change to a new auditing firm.

Financial Statement Notes

PART X, LINE 2:

The housing entities are exempt from federal income tax under section 501(c)(3) of the internal revenue code and state income tax and has been classified as an other than private foundation. Accordingly, no provision for federal and state taxes on revenue and income has been recognized in the accompanying combined financial statements. Generally, the federal and state tax returns were subject to examinations from the three years after the later of the original or extended due date or the date filed with the applicable tax authority.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/RevenueAmt016709
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME CONSISTS OF TENANT CHARGES, LAUNDRY AND VENDING CHARGES AND OTHER RENTAL INCOME FOR SERVICES PROVIDED FOR THE CONVENIENCE OF THE TENANTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt026722
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0302874
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt067908
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030345
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029558
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0457407
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt016709
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014642
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt016544
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt015052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt014374
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt077321
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0114
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0128
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal509Amt0534728
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt043431
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0317516
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt084452
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045397
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt043932
IRS990ScheduleA/Total509Grp/TotalAmt0534728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt043431
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0317530
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt084452
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt045511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt043932
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0534856
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0279500
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0411723
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0691223
IRS990ScheduleD/EquipmentGrp/BookValueAmt0583
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0874
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01457
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0185978
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt080500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt080500
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt043432
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE HOUSING ENTITIES ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX AND HAS BEEN CLASSIFIED AS AN OTHER THAN PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE TAXES ON REVENUE AND INCOME HAS BEEN RECOGNIZED IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. GENERALLY, THE FEDERAL AND STATE TAX RETURNS WERE SUBJECT TO EXAMINATIONS FROM THE THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE OR THE DATE FILED WITH THE APPLICABLE TAX AUTHORITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0360583
IRS990ScheduleD/TotalExpensesPerForm990Amt0185978
IRS990ScheduleD/TotalRevenuePerForm990Amt043432
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt043432
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0185978
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0115928
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CASA SAN JUAN BOSCO INC LOAN PAYMENT AND GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CASA SAN JUAN BOSCO INC
IRS990ScheduleI/RecipientTable/RecipientEIN0202901560
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01000 PINEBROOK ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0VENICE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd034285
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0157915
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt04998
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MR PETER ROUTSIS-ARROYO LCSW
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0162913
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CATHOLIC CHARITIES HOUSING, INC. IS MANAGED BY NDC ASSET MANAGEMENT, LLC, A PROFESSIONAL PROPERTY MANAGEMENT COMPANY. NDC ASSET MANAGEMENT, LLC, HAS A MANAGEMENT AGREEMENT WITH THE PROPERTY WHICH WAS APPROVED BY THE BOARD OF DIRECTORS. THE MANAGEMENT CONTRACT ENCOMPASSES THE DAY TO DAY OPERATIONS OF THE PROJECT INCLUDING, BUT NOT LIMITED TO, COLLECTION OF RENTS, MAINTENANCE OF FACILITIES, SUPERVISION OF STAFF, AND ONGOING SUPPORT FOR BOTH THE OWNERS AND TENANTS AS NEEDED IN ORDER TO ESTABLISH A SAFE, SANITARY AND AFFORDABLE ENVIRONMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PERMANENT MEMBERS OF THE CORPORATION SHALL INCLUDE, EX OFFICIO, THE BISHOP OF THE DIOCESE OF VENICE, THE VICAR GENERAL OF THE DIOCESE OF VENICE AND THE CHANCELLOR OF THE DIOCESE OF VENICE. WHENEVER THERE IS A VACANCY IN THE OFFICE OF THE BISHOP, THE ADMINISTRATOR OF THE DIOCESE OF VENICE SHALL SUCCEED TO ALL RIGHTS AND RESPONSIBILITIES OF THE MEMBER. THE TERM OF MEMBERSHIP IN THE CORPORATION SHALL BE CO-TERMINOUS WITH THE TERM OF OFFICE AS BISHOP, VICAR GENERAL, CHANCELLOR OR ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS HAVE THE POWER TO APPOINT THE FOUNDING DIRECTORS OF THIS CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CERTAIN POWERS HAVE BEEN SPECIFICALLY RESERVED TO THE MEMBERS: - THE OPERATING PHILOSOPHY OF THE CORPORATION SHALL BE APPROVED BY THE MEMBERS - THE CORPORATION MAY NOT BE MERGERED OR DISSOLVED OF THE ASSETS DISTRIBUTED UPON DISSOLUTION WITHOUT THE EXPRESS WRITTEN APPROVAL OF THE MEMBERS - THE ARTICLES AND BY-LAWS OF THE CORPORATION MAY NOT BE AMENDED OR ALTERED WITHOUT THE APPROVAL OF THE MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A DRAFT OF THE RETURN IS GIVEN TO THE BOARD OF DIRECTORS TO REVIEW AND APPROVE IT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION SENDS OUT BOARD QUESTIONNAIRES ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL THE CEO'S COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD EACH YEAR. FORM 990, PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS COMPENSATION FOR KEY EMPLOYEES OF THE ORGANIZATION ARE REVIEWED BY THE CEO, COO, AND CFO EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OVERSIGHT OF AUDITING FUNCTION: THE MANAGEMENT COMPANY RECEIVES A COPY OF THE AUDIT. PRIOR TO THE FINALIZATION OF THE AUDIT, A COPY OF THE AUDIT IS GIVEN TO ALL OF THE BOARD MEMBERS FOR THEIR COMMENTS. WHEN THE AUDIT IS UP FOR BID, THE BOARD DISCUSSES THE RELATIONSHIP WITH THE CURRENT AUDITORS AND MAKES A DETERMINATION AS TO WHETHER TO MAINTAIN THIS RELATIONSHIP OR CHANGE TO A NEW AUDITING FIRM.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DIOCESE OF VENICE IN FLORIDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CATHOLIC CHARITIES FOUNDATION OF THE DIOCESE OF VENICE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CATHOLIC CHARITIES HOUSING SARASOTA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3CASA SAN JUAN BOSCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4MARIAN MANOR INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5CATHOLIC CHARITIES DIOCESE OF VENICE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6CASA SAN JUAN BOSCO II INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7NEW PARADIGM OF CATHOLIC CHARITIES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8ST JOHN PAUL II HOUSING INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt9ST JOHN PAUL II HOUSING II INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0592434603
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1650889322
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2202901940
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3202901560
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4202902023
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5592473176
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6463631888
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN7813860984
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN8811336534
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN9824477693
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt6501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt7501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt8501(C)(3)

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.49$2.50$0.01$0.16$0.65$0.48
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$2.50$0.47$0.18$0.64$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$2.59$0.93$0.25$0.69$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.86$2.50$1.36$0.17$0.66$0.49
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.36$2.51$1.85$0.15$0.74$0.58
2020Summary only. Only limited summary data is available for this year.$4.99$2.56$2.43$0.51$0.83$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.26$2.51$2.75$0.47$0.99$0.52
2018Detailed filing. Detailed filing data is available for this year.$5.78$2.51$3.27$0.43$1.86$1.43
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.28$2.58$4.70$3.18$0.91$2.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$2.50$2.43$0.84$0.68$0.17
2015Detailed filing. Detailed filing data is available for this year.$4.90$2.64$2.27$0.46$0.75$0.30
2014Detailed filing. Detailed filing data is available for this year.$5.16$2.60$2.56$0.44$0.63$0.19
2013Summary only. Only limited summary data is available for this year.$5.35$2.60$2.75$0.27$0.62$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.69$2.59$3.10$0.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.12$2.59$3.53$0.84
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.80$5.28$2.52$0.27$1.27$1.00