Totals
- Total revenue
- $190,766
- Total expenses
- $195,960
- Contributions and grants received
- $190,766
- Grants paid
- $190,264
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $5,179
- Total liabilities, end of year
- $1,603
- Net assets or fund balances, end of year
- $3,576
- Program services expenses (Part IX)
- $190,264
- Management and general expenses
- $5,696
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $190,264
Program services were 97.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$190,000
-
1f · All other contributions, gifts and grants
$766
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $148,477 · program services $148,477
-
2 · Grants to domestic individuals
total $41,787 · program services $41,787
-
9 · Other employee benefits
total $1,864 · management and general $1,864
-
11c · Fees: accounting
total $592 · management and general $592
-
14 · Information technology
total $2,318 · management and general $2,318
-
24a · Other expenses: AUTO
total $354 · management and general $354
-
24b · Other expenses: MEALS
total $189 · management and general $189
-
24c · Other expenses: TELEPHONE
total $160 · management and general $160
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $149 · management and general $149
-
24e · All other expenses
total $70 · management and general $70
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $9,019 · end of year $3,886
-
9 · Prepaid expenses and deferred charges
end of year $1,293
-
17 · Accounts payable and accrued expenses
beginning of year $249 · end of year $1,603
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $8,770 · end of year $3,576
Mission and programs · 2023
Mission
THE CARITAS FOUNDATION IS A 501(C)(3) NON-PROFIT ORGANIZATION CREATED TO BRING VITAL SERVICES AND PROGRAMS TO THE UNDERSERVED MEMBERS OF OUR GLOBAL COMMUNITIES THROUGH EDUCATION, ACHIEVEMENT, EMPOWERMENT, AND INVOLVEMENT.
Activities or mission (Part I)
THE CARITAS FOUNDATION WILL PROVIDE PROGRAMS AND SERVICES TO THE AFFORDABLE HOUSING COMMUNITIES OF THE CARITAS CORPORATION AND ITS AFFILIATES. THE CARITAS CORPORATION AND ITS AFFILIATES ARE NONPROFIT ENTITIES ORGANIZED AS 501(C)(3) ORGANIZATIONS UNDER THE INTERNAL REVENUE CODE.
-
THE RENTAL ASSISTANCE PROGRAM PROVIDES TEMPORARY FINANCIAL AID TO HELP FAMILIES THROUGH A ROUGH TIME. DURING 2023, 29 FAMILIES WERE PROVIDED SUPPORT.
Expenses $50,088 · Grants $50,088
-
PROMOTION AND SUPPORT OF COMMUNITY BUILDING ACTIVITIES TO CONTRIBUTE TO AN ENHANCED QUALITY OF LIFE FOR LOW INCOME FAMILIES IN THE CARITAS CORPORATION COMMUNITIES. THE CARITAS COMMUNITIES HOUSE APPROXIMATELY 15,800 INDIVIDUALS WHO BENEFIT FROM THESE ACTIVITIES.
Expenses $98,389 · Grants $98,389
-
SCHOLARSHIPS TO 21 RESIDENTS OF THE CARITAS COMMUNITIES DURING 2023.
Expenses $25,200 · Grants $25,200
-
THE ORGANIZATION PROVIDES EDUCATIONAL TOOLS, INCLUDING BOOKS THAT HAVE BEEN PROVIDED TO THE CHILDREN IN THE COMMUNITIES AND A SUMMER READING PROGRAM. THE SUMMER READING PROGRAM PROVIDED BOOKS FOR 139 CHILDREN.
Expenses $16,587 · Grants $16,587
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Robert ThiergartnerROBERT THIERGARTNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Tom RedwitzTOM REDWITZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Carol McDermottCAROL MCDERMOTT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Christine DunfeyCHRISTINE DUNFEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Tim CannonTIM CANNON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Robert R RedwitzROBERT R REDWITZ
CEO & CHAIRMAN OF THE BOAR
- Total calculated
- $0
- Hours/week
- 0 + 8 related
-
John MarkelJOHN MARKEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0
-
Therese BejotteTHERESE BEJOTTE
CHIEF OPERATING OFFICER
- Total calculated
- $254,074
- From this org
- $0
- From related orgs
- $250,770
- Other
- $3,304
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $250,770 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $3,304 related
- Filer's total
- $0 + $254,074 related
-
Samantha McCullaghSAMANTHA MCCULLAGH
CHIEF MISSION OFFICER
- Total calculated
- $85,331
- From this org
- $0
- From related orgs
- $85,331
- Other
- $0
- Hours/week
- 1 + 40 related
-
John WoolleyJOHN WOOLLEY
CHIEF INVESTING OFFICER
- Total calculated
- $193,017
- From this org
- $0
- From related orgs
- $193,017
- Other
- $0
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $193,017 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $193,017 related
-
Penny SernaPENNY SERNA
CHIEF FINANCIAL OFFICER
- Total calculated
- $173,782
- From this org
- $0
- From related orgs
- $171,445
- Other
- $2,337
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $171,445 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $2,337 related
- Filer's total
- $0 + $173,782 related
-
Jennifer E RivaJENNIFER E RIVA
VP OF FINANCE
- Total calculated
- $0
- Hours/week
- 0 + 2 related
-
Gabe ChavezGABE CHAVEZ
VP OF DEVELOPMENT
- Total calculated
- $153,296
- From this org
- $0
- From related orgs
- $151,168
- Other
- $2,128
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $150,828 related
- Bonus
- $0
- Other
- $0 + $340 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $2,128 related
- Filer's total
- $0 + $153,296 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$67,040
PROVIDE RENTAL ASSISTANCE FOR PARK RESIDENTS
-
$28,348
PROVIDE ASSISTANCE FOR PARK MAINTENANCE EXPENSES.
-
$21,134
PROVIDE RECREATIONAL ACTIVITIES FOR RESIDENTS OF PARKS.
-
CARITAS AFFORDABLE HOUSING INC
$19,653
PROVIDE RENTAL ASSISTANCE FOR PARK RESIDENTS
-
CARITAS AFFORDABLE HOUSING INC
$12,302
PROVIDE ASSISTANCE FOR PARK MAINTENANCE EXPENSES AND RECREATIONAL ACTIVITIES FOR RESIDENTS.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · SUPPORT ORG & PROVIDE AFFORDABLE HOUSING · CA
-
CARITAS AFFORDABLE HOUSING INC
501(C)(3) · PROVIDE AFFORDABLE HOUSING · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433209349320503
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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