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HomeMy WebLinkAboutCOM 0667.026 1998-2000litratitt Stephen K. Yamashtro Mayor DEPARTMENT OF FINANCE 25 Aupuni Street. Room 119 • Hilo, Hawaii 96720 -4252 (808) 961 -8234 • Fax (8081 961-8248 HAWAII COUNTY NONPROFIT GRANTS (FY 2000 -01) HUMAN SERVICES NONPROFIT GRANTS REVIEW COMMITTEE (HSNPGRC) FISCAL YEAR ENDING:June 30, 2001 DATE OF APPLICATION: 1/28/00 GRANT APPLICATION FOR: CARE -A -VAN: Office for Social Ministry (Program Title) Legal Name ofOrgantzation: The Roman Catholic Church in HAwaii Mailing Address: 140 -B Holomua Street, Hilo, Hawaii 96720 Facility/Site Address: Same as aove and St. Michaels Church in Kailua -Kona Director /Site Manager: Carol Ignacio /Emma Ferriera Phone: (808) 935 -3050 Organization President: The Reverend Francis Di Lorenzo phone: (808) 935 -3050 Contact Person (Grant Writer) Catherine Hawkins Phone: (808) 935 -3050 Amount of request for County funds: Total annual budget of organization: County of jathaii $ 35,000 $ 1,374,206 Has the applicant applied for any other funds from the County of Hawaii this fiscal year? V Yes Source /Department: Community Development Block Grant Program for new vehicles. Briefly, define the program for which funding is being requested: 1 itI u staitrlA ic9 g/hioxaoy4 -0x75 1110 okf,7,o 2(o(la9s- 2noo), • .rnot-Cia-- . S pr te File No. A DM Harry A Takahashi Do—.L9— S. K Schutte Dryoty O No Agency /Program(s): ) 3 Social Services 05 Youth Programs 0 Elderly Programs Check Category (ies) 0 Culture and Arts 0 Education CS Other 667 Dab Comm. No. v� Ref. To. f(SE.bC, Ref. Date FEB 2 3 2000 The Care -A -Van Program is an outeach program for the unsheltered homeless. The end goal of the program is to identity people who are homeless, provide them with the help they need to get off the streets, into treatment facilities, access mental health or health services and ultimately place people into housing and off the streets. Care -A -VAn is the only outrach to the homeless on the island and has been in operation for 10 years. uver /,uuu homeless people have been served since the program's inception. • • 0,t OUALIFYING STANDARDS FOR APPLICANTS An applicant must meet all of the following standards: 0 Be chartered otothenvise authorized to do business in the State for charitable purposes and exempted from the Federal income tax by the Internal revenue Service. Have a governing board whose members serve without compensation and have no conflict of interest between their rezular occupations and the services provided. V Have bylaws or policies which describe the manner in which business is conducted, including management, audit, fiscal policies and procedures. policies on nepotism. and policies on management of potential conflict of interest. 0 Have at least one year's experience with the service or activity for which the appropriation is sought or can othenvise demonstrate to the satisfaction of the County sufficient expertise to successfully carry out the service or activity. 0 Be licensed and accredited in accordance with applicable requirements of Federal, State and County laws. II. GRANT CONDITIONS The applicant agrees to comply with the following terms & conditions prior to receiving a grant award. Comply with applicable Federal and State laws prohibiting discrimination against any person on the basis of race, color, national origin, religion, creed, sex. age, or handicap. B. Agree not to use any public funds for purposes of entertainment or perquisites. C. Comply with such other requirements as the Director of Finance may prescribe to ensure adherence by the nonprofit organization with Federal, State, and County laws, and established standards for fiscal and program management. D. Allow the Director of Finance, the committees of the council and their staffs, and the Legislative Auditor access to records, reports, files, and other related documents in order that the program, management, and fiscal practices of the nonprofit organization may be monitored and evaluated to assure the proper and effective expenditure of public funds. III. RECORDS AND REPORTS ' The applicant shall follow generally accepted accounting procedures and practices and shall maintain books, records, documents, and other evidence, which sufficiently and properly account for the expenditure of County funds. The books, records and documents shall be subject at all reasonable times to inspection, reviews, or audits by the County expending agency, the Director of Finance, and the Legislative Auditor, or by their representatives. B. The County expending agency, Director of Finance, or County Council may request periodic written reports on the use of County funds. C. The nonprofit organization shall submit a final written report to the Legislative Auditor within sixty (60) days after June 30 of the fiscal year. The report shall include an explanation of the public benefits derived from the awarding of the grant and a listing of other funding sources and amounts obtained during the award period. 2 t *MA 0 [V. OUARTERLY ALLOCATION • . • Under no circumstances shall grant funds be disbursed in a lump sum payment. Grant funds will be disbursed to Grantees only through a quarterly allocation process. The disbursement of grant funds can be formulated on an equal quarterly apportionment basis. V. GRIEVANCE PROCEDURE The applicant will adopt and maintain a grievance procedure to assure proper accounting for any concerns and complaints about its programs or services that may arise from its members. employees. clients or from other members of the public. VI. DISCLOSURE OF INFORMATION All information, data, or any other material provided to the County by virtue of this application shall be subject to the Uniform Information Practices Act (UIPA), ch. 92F, Hawaii Revised Statutes. All such material is deemed government record and shall be open to the public and may be provided to other public and/or private funding sources, VII. CONTINUED ELIGIBILITY Any applicant or recipient who withholds or omits any material facts or deliberately misrepresents such facts to the County of Hawaii shall: I) Immediately be disqualified from consideration for Nonprofit Grant funding; OR 2) be in violation of the terms of the Grant Agreement of County funds in which case a grant agreement can be terminated by the County and the recipient or provider may be liable to reimburse all or a portion of any funds received therein. VIII. ACKNOWLEDGMENT The Roman Catholic Church in Hawaii (Legal Name of Organization) hereby agrees to administer the Care — A — Van Outreach Program for the homeless. IX. AMENDMENTS TO THE APPLICATION/EVALUATION 3 (Program Title) in accordance with the regulations, policies and procedures prescribed by the Hawaii County Finance Department. Distribution of grant funds is limited to grantees, which are in compliance with County regulations, policies and procedures. The County reserves the right to withhold grant distributions at any time the grantee is not in compliance. It is the policy of the County of Hawaii and for those who do business with the County to provide equal employment opportunities to all persons regardless of race, physical disabilities, color, religion, sex, age, or national origin as mandated by the Federal Civil Rights Acts, as amended, and any other federal or state laws relating to equal employment opportunities. The applicant assures that it will submit to the HSNPGRC for prior review and approval, a written request and justification for any changes, additions, or deletions to any portion(s) of the grant application or a duly executed Grant Agreement of County Funds. The applicant will cooperate and assist in any effort undertaken by the HSNPGRC to evaluate, inspect or otherwise monitor the effectiveness, feasibility, and/or cost efficiency of any and all practices, policies and procedures or activities pursuant to this application or any grant designation or allocation received as a result of this application. X. AUTHORITY AND CAPACITY OF APPLICANT The applicant certifies that it has the authority and capacity to develop and submit this application, and to fully administer the program(s) pursuant to this application. UNSIGNED PROPOSALS WILL NOT BE ACCEPTED! II I .d "LIS gnature of Preside t/Cha�rperson Signature of Executive Director/Manager Date 4 -as -c a Date / • Program /Service Description 2.) Unique services to be provided. Unique services provided by the Care-A -Van are outlined below: County of Hawaii Non Profit Apptica 2000- 2001 Care -A -Van Outreach Program A. Overview 1.) Describe the program for which funding is being requested. The Care-A -Van Program for the Homeless is a project of the Office for Social Ministry. Funds are being requested for the on -going support of the Care -A -Van Program Outreach Program. The Care-A -Van program is an outreach program that provides health and social services the homeless people on the island of Hawaii. It was established by Office for Social Ministry in March of 1991. Each year our staff serve approximately 600 new homeless clients and over 400 on -going clients. The outreach program focuses on finding and building rapport with the unsheltered people, linldng them to the shelter systems, placing people directly into stable housing as appropriate, assisting people into substance abuse treatment and services, case management to maintain housing, employment counseling and assistance, and life skills counseling. OUTREACH services: Care-A -Van staff has the ability to travel to where the homeless people are and provide services to them Our staff conduct outreach services using four -wheel drive vehicles that can access hard -to -reach areas and remote beaches if necessary. Mobile services are flexible and can respond to emergency situations if needed. Outreach is the initial and most critical step in connecting, or reconnecting a homeless individual to needed health, mental health, recovery programs, social welfare, and housing services. Engagement is the crucial part of successful outreach. It is described as the process by which a trusting relationship between worker and client is established. This trusting relationship provides the context for assessing needs, defining services goals and agreeing on a plan for delivering these services. Values and Principles of the CAV outreach program. • Outreach workers posses a philosophy that aims to restore the dignity of the homeless person, dealing with clients as people. • Outreach workers recognize clients strengths, uniqueness and survival skills. • Workers facilitate empowerment and self - determination by presenting options and potential consequences, rather than solutions and by listening to the homeless person rather than "doing" for them. • Outreach workers have respect for the recovery process and know that behavior change is on a continuum. Small successes are recognized • Services and strategies are tailored to meet the individuals' unique needs and characteristics. That is, workers start from clients perceived needs and go from there. • Workers have respecA for people, their territory and their culture. Outreach workers view themselves as a guest and make sure they are invited, welcome or at least tolerated. Clients are viewed as the "experts" to their life on the streets and workers view themselves as the role of consultants into that lifestyle. • Workers have a sense of HOPE for their clients and instill this into the homeless person — especially as the homeless person is usually without hope at all. • Outreach workers express KINDNESS to the homeless person and always treat them with warmth, empathy, and positive regard, regardless of the person's behavior or presentation. • Outreach Workers are ADVOCATES for the homeless person on many levels. Care-A -Van is also unique in that it is the only program on the island of Hawaii that has services are specifically for the unsheltered homeless. As the Care-A -Van program is known as the homeless provider, our program receives referrals from DHS, the Hospitals, the Community Mental Health Centers and Community Health Centers. Care -A -Van staff have worked with most of the homeless people on this island due to referrals and their outreach efforts. Needs of the homeless population have been identified over the last few years and our Care-A -Van services are developed to address those needs directly. For instance, all of our Care-A -Van outreach workers are pursuing their substance abuse certification, as the issue of substance abuse is prevalent among the homeless population. A few years ago, our program developed an intensive case management program directed at getting people into housing and keeping them there through follow -up and supportive services after they were placed into housing. Services beyond outreach that are provided by the Care- A-Van staff include: 1 Outreach Services: FY 1999 -2000 FY 2000 -2001 1. Number of client intake and assessments and continuing clients 1000 1000 2. Number of client provided referrals and follow -up (non- medical). 1,000 1,100 3. Number of clients provided medical cam or referred and linked to appropriate care. 900 900 4. Number of clients provided food supplies through CAV, or meal programs 1,000 1,000 5. Number of clients provided supplies (clothing and blankds). 500 500 6. Number of clients provided family counseling. 900 900 7. Number of offthe sheds and placed into stable housing 300 300 8 Number of clients participating in case managanem services. 200 200 9. Number of clients receiving substance abuse counseling and/or as mental health services. 100 100 ounty of Hawaii Non Profit Application 2000- 2001 Care -A -Van Outreach Program • Case Management Program: Clients identified by outreach workers as ready to move from homelessness to housing enter a case management program that addresses the complex needs of each individual such as employment, job training, health issues, budget training, housing issues, follow -up, etc. Case Management services are intensive during the first three months. After the individual has stabilized, the case managers follow up with each client for up to 6 months. Medical and Health Service Delivery: Care-A -Van nurses provide medical and health care case management services to the homeless population at no cost. This differs from the services provided at the MobilevCare Health Project, which are clinic services. Considering there is only one publicly subsidized health clinic on the East side of the island and none on the West side, coupled with the fact that homeless people are often denied services at many places, this service is of great value to our clients. Health education is a very strong focus of the outreach nurses. Care-A -Van nurses transport homeless clients to the Mobile, Care Health Project for dental and medical clinic services that are essential to coordinated, comprehensive health care for our clients. The Care -A -Van nurse continues to follow -up with the clients after care has been provided. Housing: The Care-A -Van staff are an essential link to the two existing shelters on the island. People are located by the Care-A -Van staff on the beaches, in parks or through walk -ins to our office. Our staff are able to make referrals to the two shelters. Often we transport the person to the shelter and follow -up with them if they are placed at the shelter. Our staff are also skilled in advocating with private landlords and placing people directly into permanent housing. Our staff work closely with the client and the private landlord to assist the homeless person is able to stabilize and maintain housing. Through the State Homeless Emergency Grant Program and other financial assistance programs, our staff can often place people into housing and provide follow -up case management services that assist them in staying in housing. This connection creates a continuum of care that is solid between outreach services, and housing services. Outreach to the Mentally Dl Homeless: In 1997, we began to provide outreach services specifically for the mentally ill homeless person. The purpose of this outreach is to hook the mentally ill person to our existing mental health services at the community mental health centers for needed counseling, case management and psychiatric services. Our agency also provides payee services for the mentally ill person who is unable to manage their monthly income without assistance. Supportive Services: In 1998, the Care-A -Van program started a sheltered workshop for homeless women who are trying to stay clean and sober and get their lives back together. There is a structured sewing activity that produces a product in which the women participate in marketing and the activities of a small business. The workshop teaches life skills, employment skills, budgeting skills and other skills. It offers women who are trying to stay clean and sober and get their lives back together a chance to do so. The workshop is currently being re- organized in cooperation with other agencies such as Care-A -Van, the Community Mental Health Center, Helping Hands Hawaii and Mental Help Hawaii to strengthen the concept and to solicit more consumer involvement in planning and implementation. 3.) What are the specific outcomes to be achieved? The Care-A -Van pro gram has specific outcomes established annual! 2 State -wide 9.6% Hawaii County 15% Oahu 8.9% Kauai 8.8% Maui 8.6% • a 13. Problem/Need County of Hawaii Non Profit Applicati l 2000- 2001 Care -A -Van Outreach Program Our outcome objectives are met and exceeded every year. Outcome objectives assist us in program evaluation and in determining if our project is continuing to make a difference in helping people to change their lives. 4.) How will the proposed program empower participants to become self - sufficient and facilitate positive social change? Participants are empowered and become self - sufficient through intense case management services, follow -up, building upon their strengths and continual contact with our program staff. Change is slow for some people and comes more quickly for others, but constant contact with the outreach workers and encouragement and support are the factors that make the difference in the life of a homeless person and their struggle to break the cycle of poverty and become more self - sufficient. All services offered by the program staff are focused on the assets of the client, building upon what is good in their life and helping them to see the positive forces they have to build upon to climb out of homelessness and poverty. Our staff work to re -build people who have been broken down. The variety of services offered and the time allowed to spend with clients, facilitates positive outcomes and change in the people we work with. Intensive case management services for people help them to maintain housing once they are no longer homeless, thus becoming a more stable member of our community. During 1999, we can document at least 20 very chronic and hard-core homeless individuals who are now off the streets. This is in addition to the many families with children who have been helped off the streets this year. We are talking about the people that our community complains about, the people that police arrest and re- arrest, people that are visible in our community. All of these people are not only off the streets, but most are working some program, either drug and alcohol treatment, residential treatment, mental health treatment or back to family on the mainland. These changes happened because our outreach workers never gave up hope for these people even in their deepest despair. These clients felt this hope and they found it in themselves to finally make changes. Although homelessness is very complex and there are many homeless people still out on the streets, the fact that we have seen many of our hard core people fmd a way off the street though a program such as Care -A -Van means that there is a solution to homelessness - through innovative and flexible program services. 1.) What is the problem/need the proposed program is designed to meet? The causes of homelessness are diverse and complex as well as the appropriate responses. Homelessness is the END RESULT of other complex issues occurring with people in our communities such as chronic poverty, substance abuse, unemployment, isolation, mental illness, etc. Substance abuse and the lack of needed services are major problems in Hawaii County. The lack of employment opportunities, public transportation services, affordable housing, as well as the complex problems of domestic violence, hunger, low - income households, mental illness and the current cuts in public assistance are major problems that lead to homelessness. The Mental Health Association in Hawaii County conducts an annual study on the social indicators of the Big Island. February 1999 was the sixth such survey conducted and distributed to the community and for the sixth year in a row, Hawaii County stands out with disproportionately high incidence of social ills than any other county. Persons living below federal poverty level MHA in Hawaii County, February 1999. Hawaii County has almost two times the number of people living below the federal poverty level as other counties. Hawaii County had 14% of all SSI disability recipients in the state. Disability recipients receive $418 a month or $5,016 a year in financial income and approximately $198 in food stamp assistance. 3 Comparison of Homeless Population in the State of Hawaii vs. Hawaii County Population Group State of Hawaii Island of Hawaii Oahu 5.9% Kauai Homeless 3171 659* Hidden Homeless 76,635 10,019 At -Risk 206,924 24,333 Total persons 1,193,001 143,135 State -wide 6.6% Maui 5 7% Oahu 5.9% Kauai 6.6% Hawaii County 11.5% Maui 13.1% Oahu 13.9% • Kauai 18.6% Hawaii County 28.4% (up from 25.2% in 1996) Household receivine financial aid MHA in Hawaii County, February 1999. Households receivin¢ food stamps MHA in Hawaii County, February 1999. � ounty of Hawaii Non Profit Application • 2000- 2001 Care -A -Van Outreach Program Over the last 9 years, resources for homeless people have not increased significantly, despite the need, despite the efforts of many and despite our pleas to funders. There are still very few services for the homeless on the island of Hawaii. Care-A -Van is the only program besides the two shelters that focus on the homeless. There is one emergency shelter in Hilo, and one transitional shelter in Kawaihae on the west side of the island. Other than that, there are no agencies that address the needs of the homeless. Some agencies such as the Salvation Army, Hilo Hospital, Kona Hospital, etc. will have clients who are homeless and usually will refer them to the Care -A -Van program. Not only are there no services specifically for the homeless, except the Care-A -Van program, there are insufficient services to refer homeless people who are in need of help. Substance abuse treatment programs, (when changes came happened in managed care have closed all residential treatment services on this island,) emergency shelter for singles and more families, medical care, feeding programs, etc. are inadequate on the island. Kona is still without a shelter and many people continue to live openly on the streets because of this. Island of Hawaii Composition of Homeless Source: Market Trends Research 1999 * It is important to note that thi number came from a point m time count conducted on one day and that than is a cordidence level that states the upper limit of this count could be 733. CAV outreach staff worked with 883 unduplicated homeless clients in the FY 1998 -1999. Specific Needs of the Homeless Population Served by Care -A -Van The needs of the homeless population on the island of Hawaii are varied and complex. It is not possible for one agency to meet all the needs of a homeless family or individual in changing their situation of homelessness. Care-A -Van was initially developed as a first response to homelessness but quickly developed into much more than that when the lack of resources for our homeless population became evident. Over the years, Care -A -Van has developed new and innovative approaches to working with the target population. As the 1992 SMS study pointed out very well years ago " just providing shelter to homeless people is not the most effective wav of dealing with the problem of housing, and giving people food is not the most effective way to end hunger." Care -A -Van has developed a model of assessing the homeless population and identifying those that want to move from homelessness to housing and those not ready for help is essential to actually addressing the problem. Although the Care -A -Van will always 4 Service Type Need Rating Now Using Unmet Need Medical Care 92% 69% 23% Food 88% 80% 8% Money 87% 59% 28% (3)Dental Care 85% 43% 42% Mailing Address 85% 71% 14% (6)Shelter 77% 41% 36% (2)Transportation 76% 28% 48% (1)Housing Placement (permanent housing) 73% 13% 60% Clothing 70% 42% 28% (4)Help getting a job 54% 13% 41% (5)Job Training 46% 9% 37% Mental Health Services 39% 29% 10% Medications — Mental Health 37% 27% l0% Life Skills 36% 17% 19% Substance Abuse Treatment 30% 13% 17% Domestic Violence 19% 7% 12% • • County of Hawaii Non Profit Applicatidl 2000- 2001 Care -A -Van Outreach Program provide emergency services such as food, clothing, tents, etc the program moved away from only providing these services and assuming the tasks of intensive case management and individualized services to actually move people from homeless situations to housed and help them stay there. This is the only way to really have the desired outcomes of eliminating homelessness. Needs of the Homeless as reported by the Homeless in Hawaii County Asking the people who need services exactly what they need most is the most effective needs assessment study that can be performed Market Trends conducted a needs assessment in 1999 on the Big Island for the Homeless Study that was being conducted and the trends are interesting. Care -A -Van staff have also identified needs of the homeless population based on their work. The specific Care -A -Van services that address these identified needs are bolded at the end of each "need" Living situations of the homeless: Most of the homeless people on the island of Hawaii are not able to get to many of the services they need to access. They might live on the beaches, have no transportation. or live out in the rural subdivisions and be very isolated from the town or city centers where services are normally provided. Mobile Outreach Services Need for screening and assessment services: When people become homeless it is often difficult for them to see what it is they need how they got into the cycle of homelessness, and what steps to take to change their situation. The homeless person may be overwhelmed with trying to survive on the streets. Detailed screening and assessment services help organize information to view the entire picture of the client. identify and prioritize achievable and workable goals to change their situation. Care-A -Van staff use an assets -based model to assess our clients, pulling from them the capacity they have rather than the limitations. Intake and Assessments. Basic Health Care: Lack of access to health care is a major problem among the homeless and on the Island of Hawaii. Many homeless and at -risk of being homeless people are not able to access appropriate and timely health care due to economic constraints, educational knowledge about timely health care, geographic barriers, and/or transportation barriers. Homeless people often do not have "a voice" for themselves and when turned away for care or unable to articulate what type of care they need are not able to. Homeless people who do not access timely health care often let minor health problems turn into major emergencies. On the island of Hawaii, homeless people have difficulty accessing care. The east side of the island has one federally subsidized health center and the west side has none. The Mobile , Care Health Project has helped in the issue of access to care, however, for the homeless, it is often critical that they have the link such as that provided by the Care-A -Van team to get to the clinic sites: 'Outreach medical and health services and clinic services and Mobile • Care Health Project 5 I l l ounty of Hawaii Non Profit Application 2000- 2001 Care-A -Van Outreach Program • • Emergency supplies such as food, clothing, and shelter supplies: Many homeless people lack the basic survival items such as shelter, food, clothing. Provision of emergency supplies. Transportation Services: There are no transportation services available to homeless people who need to go to medical/dental/ counseling/job interview appointments, for immediate care or to long term follow -up services. Transportation services. Referrals and Follow -ups: Many homeless and at risk of becoming homeless persons lack information and knowledge about health and social services and need assistance in referral and follow -up in accessing services. Many homeless and at risk of becoming homeless persons need information about services for the homeless on the island and where to go for help for many different situations. Referral and Follow - up services. Counseling Services: Many homeless and at risk of being homeless individuals need counseling, on many different topics. Many need professional counseling, as well as basic life skills counseling such as budgeting, cooking, child -care, mental health counseling, drug counseling, etc. Counseling services and referral to counseling services. Prevention Services: Many at -risk people need services to help prevent them from becoming homeless. Prevention services can be provided through emergency housing assistance, housing subsidies, supportive services to those at risk, landlord tenant mediation, housing counseling and housing search assistance. 1'.evention is the most cost effective step for housing people, and in most cases actually prevents homelessness and the cycle that ensues after one becomes homeless. State Homeless Emergency Grant Program, Case Management Program. Coordinated services: Homeless people have generally had many doors shut in their faces, Rather than expecting them to repeatedly seek out assistance in what can become a humiliating and fruitless search an interdisciplinary approach has the most opportunity for success. Advocacy and continuous involvement with the person is very important. Care-A -Van staff work closely with the clients to make sure they are stabilized in their situations through the case management program. Working closely with other agencies is extremely important for coordination of care. Client - centered case management services. Long term goal setting and client centered case management: Many homeless and at -risk homeless persons have a variety of problems needing planning, goal setting, help with acquiring benefits, encouragement, monitoring, assistance, and help with moving from step one to step two. Specific case management plans and follow -up with clients is the most important aspect of success with the homeless people. Client centered case management Accurate Data and reporting on the homeless in Hawaii: Although data collection has become more accurate regarding the homeless in Hawaii over the last 4 years, it is very important to continue to collect accurate data on the population, documenting trends and needs and identifying areas where programs can be developed to accommodate the real needs of the population. In 1999, the Care -A -Van staff assisted Market Trends, Inc. with the new need assessment and data collection on the homeless for the State and County. Data collection by Care - A - Van staff, Assistance to others collecting data on the population. Identification of causes of homelessness and work to alleviate the cycle of homelessness at a policy level: Really tackling the problem and issue of homelessness requires active work at the policy level. Identifying the causes of and measures to alleviate the cycle of homeless can only be done by those working with the homeless. These concerns can be brought to the public and policy makers. Participation in policymaking and continued identification of problem of homelessness, annual continuum of care planning process Housing: The Care-A -Van staff are an essential link to the two existing shelters on the island. People are located by the Care -A -Van staff on the beaches, in parks or through walk -ins to our office. Our staff are able to make referrals to the two shelters. Often we transport the person to the shelter and follow -up with them if they are placed at the shelter. Our staff are skilled in advocating with existing landlords and getting them into permanent housing directly. Through the State Homeless Emergency Grant Program and other financial assistance programs, our staff can often place people into housing and provide follow -up rase management services that assist them in staying in housing. This connection creates a continuum of care that is solid between outreach services, and housing • services. Outreach, transportation services, client advocacy and client education services. 6 • • County of Hawaii Non Profit Applicatio 2001 Care -A -Van Outreach Program Culturally sensitive interventions: The Care-A -Van staff is a multi - disciplinary team of people. Our staff are from various backgrounds and are representative of the various cultures residing in Hawaii. Care -A -Van staff commrt to and design approaches and interventions that are culturally appropriate. This strengthens our innovative service delivery to the homeless in Hawaii County. Planning of culturally sensitive interventions of the Care -A-Van staff. Substance Abuse Services and services for the mentally ill person: Many of the homeless clients have substance abuse and mental health issues that need an innovative approach. Outreach is a proven model of effective intervention for the substance abuser and the mentally ill person. Outreach Services, transportation, substance abuse counseling, mental health counseling services. 2.) Who are the target population and what are the specific needs? The Care-A -Van program targets the unsheltered homeless person. After an unsheltered person has been placed in housing however, the Care-A -Van staff will provide follow up services to the shelters and to those people placed directly into permanent housing. The Care -A -Van staff work closely with the shelter staff to coordinate services to the client and to prevent duplication of any service. The Care -A -Van staff serve the at -risk of becoming homeless population through the State Homeless Emergency Grant Program. 3.) What is the geographical area to be served, facility and hours of operation? The Care -A -Van Program serves the entire island of Hawaii. There are two outreach teams. One team is based in Hilo and covers the east side of the island and the other team is based in Kona and covers the West side of the island. All Care-A -Van outreach services have the goal of reaching the most remote areas where homeless people are living. Many of the homeless on this island live on remote beaches, or are hidden in lava-covered areas living in tents and tarps. For the most part, outside of the city areas, the homeless are found in very remote and rural settings. The Fast Hawaii Outreach Team is based at 140 -B Holomua Street in downtown Hilo and is responsible for providing outreach health and social services to the following communities (see attached map.): Hilo proper, Hilo beaches, Pahoa, Mt. View, Volcano, Keaau, Papaikou, Honomu, Laupahoehoe The West Hawaii Outreach Team is based at St. Michael's parish center in Kona. The team is responsible for networking with the Mobile Care Health Project when it is located in the areas of Naalehu, Kailua-Kona. and Waimea. Outreach services are provided by the West Hawaii team to the following areas: Kona proper, Kona beaches, Paauilo, Honoka'a, Kohala, Kawaihae, Kamuela, Waikoloa, Kalaoa, Keauhou, Kealakekua, Honanunau, Pahala, Naalehu Hours of Program Operation: All Care -A -Van offices are open Monday - Friday between 7 a m - 590 p.m. Outreach staff are flexible, however, and will often work evenings and other times that are more appropriate for our target populations if necessary. C. Collaboration /Coordination 1.) What specific measures will be taken to collaborate/coordinate with other community resources to achieve maximum program efficiency and cost effectiveness? The Care-A -Van staff work closely with many agencies in their respective communities. As an agency that understands how complex the issue of homelessness is, we have developed many linkages with the other agencies in our communities. We network regularly with both of the shelters on the Big Island, East Hawaii Coalition for the Homeless and Kawaihae Shelter. Our staff work closely with the case mangers of the shelters to assist with identifying people on the beaches that are appropriate for shelters and help them to get to the shelter by providing transportation. We often will follow -up with clients that are placed at the shelter to assist in the case management of the client. Our staff have developed strong networks with the following agencies: hospitals, especially the psychiatric units of the hospitals, community health centers, private mental health providers many private physicians and dentists, substance abuse agencies such as Bridge House and BISAC, local food pantries, Department of Hunan Services Adult Mental Health Division, Department of Health, Social Security Office, The Courts QUEST office, East Hawaii Coalition for the Homeless, Kawaihae Transitional Housing Project, Private landlords and rental agencies, Housing and Community Development Corporation of Hawaii, County Housing, Catholic Charities, Catholic Immigration Center. 7 ANNUAL Benchmarks for Care -A -Van Program FY 2000 - 2001 FY 2001 -2002 L Clients who will be placed in emergency shelter/housing 100 100 2. Clients placed into pennant housing/retained housing 100 100 3. Clients who will learn budget management skills /education 250 250 4. Clients who will retain housing and be prevented from becoming homeless. 100 100 5. Clients placed in drug/alcobol treatment as a direct resuh of Care -A -Van intervention. 30 30 6. Care -A -Van clients who will attend housing education classes. 200 200 7. Clients who will successf gly access specific medical attention/health care from the appropriate source. 900 900 8. Clients who will successfully as mental health counseling 50 50 10. Clients who will participate in long-term case management and life - skills case management through the Care -A -Van Program. 200 200 D. Goals and Objectives: E. Service Delivery a unty of Hawaii Non Profit Application • 2000- 2001 Care-A -Van Outreach Program marks of the proposed program? 2.) What specific objectives/actions steps are planned for each goal? Action steps to reach these goals are tailored for each individual client and are based on a case management model of social work. 3.) What is the timeline for each action step? Timelines are also tailored for each individual client and are based on a case management model of social work. Program timelines for goals and objectives are representative of annual projections. t e Collaboration and coordination is the key to Care -A -Van' s ability to deliver services effectively. It takes the efforts of many different entities to assist one homeless person or family. 1.) What methodology will be used in the proposed program's delivery of services? Care -A -Van operates two offices on the island of Hawaii. There is an East Hawaii Team and a West Hawaii Team. To best describe our current staffing pattern, descriptions have been broken down to each office. The Program Coordinator travels between offices and is at each site at least twice a week. The Program Coordinator is supervised by the Executive Director of Office for Social Ministry. All Care -A -Van staff are directly supervised by the Program Coordinator. 8 Outreach Worker /Case Manager — Ty Tamasaka Mental Health Outreach Worker /Case Manager — Jerome Jantos Outreach Nurses - Lea Kanakaole, Vicky Jacobs Representative Payee for the Seriously Mentally Ill - Carol Weiser West Hawaii Team Office - St Michael's Church Kailua -Kona Hawaii Outreach Nurse — Stacy Kracher Mental Health Outreach Worker /Case Manager - Peggy Ruelke Volunteer Office Worker — Joyce Moore F. Evaluation G. Program Fees County of Hawaii Non Profit Applicatio 2001 Care -A -Van Outreach Program Both East and West Side: Program Coordinator: Emma Ferreirra State Homeless Emergency Grant Program: Cathie Hawkins and Emma Ferreirra East Hawaii Team Office: 140 -B Holomua Street Hilo, Hawaii 96720 Outreach teams have outreach areas they travel to on a daily basis to outlying areas where pockets of homeless people are located on beaches, in parks, etc. The Care -A -Van program undergoes yearly audits by the State of Hawaii. Regular monitoring activities such as site visits, file and financial checks are also part of our monitoring system by the State of Hawaii. A yearly financial and program audit is also conducted by Earnst and Young, an independent auditor through Housing and Community Development Corporation of Hawaii. The Diocese of Honolulu also undergoes a yearly financial audit by Choo, Osada and Lee, CPA's, which includes the programs of OSM. Our Care -A -Van advisory boards, made up of community members and agencies, play an important role in program evaluation. Internally, quality assurance monitoring activities are conducted every quarter to ensure that goals and objectives of the programs are being met and that the program is in compliance with state rules and regulations regarding client files, documentation, etc. The Program Coordinator conducts these quality assurance activities. The Program Coordinator conducts quality assurance activities such as file monitoring, monitoring of case management records to ensure program compliance and progress in meeting established goals and objectives. Clients also evaluate our services and give input on improving services. This has been one of our most important evaluation tools. We conduct our client evaluations annually. Project management and supervision a. Weekly meetings with program coordinator and executive director: communication and problem solving. (administrative) b. Weekly meetings with line staff and regular volunteer staff : project management issues d. Quarterly all staff meetings: conununication, problem solving and feedback session. e. Annual all -staff formative evaluation/planning meeting: review results of focus groups, surveys and outcome data. Program planning. f. Annual client evaluation/planning meeting: focus groups, surveys and outcome data. Program planning. 1.) Does your organization charge a membership fee for service participation? There are no fees for our program participation. 9 a unty of Hawaii Non Profit Application 2000- 2001 Care-A -Van Outreach Program ORGANIZATION /AGENCY INFORMATION • H. Viability 1.) What is your justification or rationale for the expenditure of public funds for the proposed program? Homeless people exist in our county. We have limited resources for the homeless in Hawaii County and the two shelters are usually full. Outreach programs are essential to locating and assisting people into shelters or into housing directly and then providing the necessary follow -up to keep them in housing. Without the Care-A Van program many homeless people would not get to the shelters or find other housing, would not get into substance abuse programs, would be discharged from the hospital directly to the streets or would not have access to emergency food or counseling, could not access medical care or mental health care, and would basically be left without any assistance whatsoever. It is essential when working with homeless people in Hawaii County to provide outreach services. The two shelters are providing services to approximately 10% of the homeless population in Hawaii County. 90% of the homeless are unsheltered. 2.) What are your financial and programmatic plans to sustain the proposed program beyond the upcoming fiscal year? The Care -A -Van program has rather stable funding commitments with the State of Hawaii Housing and Community Development Corporation of Hawaii (HCDCH) and the State of Hawaii Department of Health. We have contracts with the Department of Health through fiscal year 2000 and the HCDCH has informed us that the continuation of contracts for the Care-A -Van programs is most likely for the second half of the biennium. Our Care-A -Van program has been in existence since 1991 and is very credible in the community. The Office of Social Ministry has implemented a development program for the agency this year. The overall goal of the development program will be to broaden the base of community support for our programs and strengthen our financial base for the entire agency, reducing the amount of overall government funding within the next five years. A. Board of Directors 1.) Has the organization's Board of Directors received formal training within the past (two) years? All Office for Social Ministry programs have a Community Board of Advisors that are committed to the project for which they serve. All board members receive a board orientation and training for the programs for which they serve. Care-A -Van is currently being reorganized so that the Homeless Continuum of Care Planning Group is the Care-A -Van advisory board to reduce duplicative meetings and planning processes. 2.) What are the primary roles and responsibilities of your organization's Executive Director? Please see the attached job description for detailed description of the Executive Director's roles and responsibilities. The Executive Director's primary roles and responsibilities include: Development, execution, administration and fiscal oversight of the Office for Social Ministry's programs and contracts on the island of Hawaii, Maui and Oahu. 3.) What are the primary roles and responsibilities of your organization's Board of Directors? The roles and responsibilities of the Diocese of Honolulu Board of Directors entails governing the, Diocese of Honolulu and the programs of the Roman Catholic Church in the State of Hawaii. This includes policy setting and fiscal oversight of all the Diocese of Honolulu. The roles and responsibilities of the Community Board of Advisors for the programs is the local oversight of each program. The Boards are fund- misers, development officers, and ears and eyes of the community. The role of the community board of advisors in this capacity is of great importance to all our programs as they provide guidance and expertise to the project as well as valuable feedback from the community to our programs. The joining of the CAV advisory boards and the Homeless Continuum of Care Planning Group will allow for comprehensive planning services along the continuum of care for the homeless population in our county. 10 r B. Past Performance • County of Hawaii Non Profit Applica 2000- 2001 Care -A -Van Outreach Program 1.) How effective has your organization/ agency been in achieving program goals in the past two (2) fiscal years. Include the following information. The Care-A -Van program has always met and exceeded the program goals and objectives for the past 9 years. We establish program objectives annually and have found that there are always many more people served than, expected for the year. a) Quantitative data on numbers served. Attached. b) Qualitative data showing number and % of participants achieving measurable outcomes. Attached. C. Financial 1.) Have your organization's current program operations remained the same as last year? What major program or financial changes will be incurred neat year? There have been no major changes over the last year. There will be no major changes projected for the next year. 2.) What is the status of all our organizations major contracts or agreements for the coming fiscal year? (Employment agreements, office leases, primary grant revenue/supplier, etc. ?) We have stable contracts, agreements and leases. Although we realize that nothing is guaranteed, we have been given positive feedback that our programs will continue due to our success rate in working with the homeless population and the state and county's satisfaction of our programs. 3.) How does the proposed program fit into your organization's long range fmancial plan? The Office for Social Ministry is committed to programs that work to alleviate homeless and hunger in our County. These programs are integral parts of the work mandated by the Catholic Church and our mission in Hawaii County. This year 2000, we are beginning a development program that encompasses all our programs and will include a comprehensive fundraising and awareness program. This will broaden the base of community support. D. Monitoring 1.) During the past two years, what financial and or administrative monitoring has your organization received from any and all funding sources? The Care -A -Van program undergoes yearly audits by the State of Hawaii. Regular monitoring activities such as site visits, file and financial checks are also part of our monitoring system by the State of Hawaii. Eamst and Young, CPA's also conduct a yearly financial audit for HCDCH. The Diocese of Honolulu also undergoes a yearly audit, which includes an audit of all Care -A -Van funds. This audit is performed by Choo, Osada and Lee, CPA's, Inc. CPA's. The 1998 audit is attached. We are awaiting the final 1999 audit and will forward that to the County when we receive it. Our Care-A -Van advisory boards, made up of community members and agencies, play an important role in program evaluation. Internally, quality assurance monitoring activities are conducted every quarter to ensure that goals and objectives of the programs are being met and that the program is in compliance with state rules and regulations regarding client files, documentation, etc. The Program Coordinator conducts these quality assurance activities. A few years we also implemented a client evaluation piece to our program. Clients are asked to evaluate our services and give input on improving services if needed. This has been one of our most important evaluation pieces. We conduct our client evaluations annually. E. Alcohol, Tobacco and Drug -Free Workplace Policies and Information: 1.) How does your organization address alcohol, tobacco, and other drug prevention information dissemination as part of your workplace and or program environment? All programs of the Office for Social Ministry operate under policies and guidelines for alcohol, tobacco and other drug prevention information dissemination. Posters and information is posted in all offices on a regular basis. The policy relating to this issue is attached. 11 Care -A -Van Annual, Statistics July 1998 -July 1999 Gender Male Female Age Breakdown Less than one 11 One to five 59 Six to Twelve 83 Thirteen to Eighteen 46 Nineteen to Forty -fot 292 Forty five to Sixty 90 Sixty + 9 Unknown 0 Ethnicity Black 7 Caucasian 229 Chinese 5 Hwn /Pt Hwn 205 Mixed Race (local fn 64 Native American 6 Filipino 32 Other 30 • • These are CARE -A -VAN program Statistics for FY 1998 -1999 for New Clients only. That is we also see That is, we also have continuing clients each year (approximately 400), but we do not keep this demographic information on the continuing clients. 307 286 Unknown / Sixty+ Age Breakdown Less than one Forty five to Sixty One 9 2 0 t f rve 15% Nineteen to Forty- four 49% In 06 - Six to Twelve ,^ 14% Thirteen to Eighteen 8% Ethnicity Native American 196 Mixed Race (local from Hawaii) 11% Other s% 5% Black 4 1% Filipino Hwn/Pt Hwn 35% Caucasian 40% Chinese 1% OUTCOME OBJECTIVE (a) FY '99 Proposed (b) FY '99 Actual (c) Vanance % 1. Number of persons placed in emergency or transitional housing. 30 125 56% 2. Number of persons placed to permanent housing. 30 151 39% 3. Clients placed in drug/alcohol treatment 40 20 50% 4. Clients who will successfully access specific mental health care treatment treatment services. 23 142 400% 5. Clients who will successfully access appropriate medical or dental care. 1000 1074 7.4% 6 Clients who will pamcipate in long -term case management and life -skills case management through the Care-A -Van program. 100 210 110% OUTCOME OBJECTIVES ACHIEVED Complete the following table by inserting the outcome objectives defined in your agency's Application Form and inserting the approenate proposed and actual figures for the fiscal year. Notes: (a) Proposed level of outcome objective for the fiscal year 1999. July 1. 1998 to June 30. 1999. (b) Acme' numbs of persons adnevmg the outcome objective for the fiscal year July 1. 1998 to hme 30. 1999. (c) E..wiam any vanances greater than ( + / -) 15% between proposed outcome objectives and the aural outcome objectives achieved during fiscal year 1999 ( July I. 1998 to June 30. 1999). b. Explain any variances greater than (4/ -) 15% between proposed outcome objectives and the actual outcome objectives achieved daring fiscal year 1999 (July I. 1998 to June 30. 1999). All of the above outcome objectives exceeded the proposed amounts except for item (3). The primary reason for this low number is the extremely limited resources available for structured drug and alcohol treatment on the Big Island Our staff have found accessing Big Island Substance Abuse Council (BISAC) can be a very timely process and many clients aren't able to access the treatment ihrmg their small period of willingness for treatment. Another factor that affected this number was the May closing of the only other structured treatment program on the Big Island. Po'iolam. The closing of this program limited access to treatment for our clients. A tlurd factor affecting this number was our method of reporting placement into alternative "treatment" options. In the past. placement into a sober living environment and placement Into psychotherapy for drug and alcohol treatment were not included into the count for placement into treatment. In July, Care-A -Van held an in- service to clanfy this matter and all staff were instructed to include these other placements in the overall drug/alcohol treatment category. We believe this in- service will help to capture all placements for drug and alcohol treatment in the future. (Rev. 7/98 FNLRPT99 OUT) pg 3 Notes: (a) (b) (c) LEVELS OF SERVICES PROVIDED Complete the following table by insenmg the proposed levels of services to be provided as identified in your agency's Applicauon Form and the actual levels of services provided in the fiscal year being reported. Number proposed to be served fertile fiscal year 1999. July 1, 1998 to lime 30. 1999. Aral number of persons saved for the fiscal year July 1. 199S to June 30. 1999 Variance between proposed levels of service ana the actual levels of service provided ustngthe formula: Ib W az a) b. Explain any variances greater than ( + / -) 15% between proposed levels of service and the actual levels of service provided. All outcomes and goals exceed the proposed levels of service provided due to the tremendous need for these type of services for the homeless on the Big Island. Care -A -Van is finding that we are providing more intense services for the more chrome populations so our levels and quality of services are beyond the proposed. We also identified more than the proposed amount of new clients and are providing more intense services for these individuals in an attempt to arrest the cycle of homelessness for these uidividnaIs, (Rev. 7/98 FNLRPT99 OUT) pg 2 (a) FY'99 Proposed (b) FY'99 kctttal (c) Variance 10 1. Number of new client intakes/assessments 400 593 483'0 2. Number of clients provided case management 100 =10 100% 800 1563 95% 3 Number of referrals and follow -up (non - medical) 4. Number of clients provided medical care or referred 1000 1074 7.1% 5. Number of clients provided food supplies or referred 1000 1392 39% 6. Number of clients provided supplies (clothmg/blankets) 400 2416 504% 7. Number of family counseling encounters 1000 2483 150% 8. Number of lifestyle counseling encounters 300 1331 1 340% i Notes: (a) (b) (c) LEVELS OF SERVICES PROVIDED Complete the following table by insenmg the proposed levels of services to be provided as identified in your agency's Applicauon Form and the actual levels of services provided in the fiscal year being reported. Number proposed to be served fertile fiscal year 1999. July 1, 1998 to lime 30. 1999. Aral number of persons saved for the fiscal year July 1. 199S to June 30. 1999 Variance between proposed levels of service ana the actual levels of service provided ustngthe formula: Ib W az a) b. Explain any variances greater than ( + / -) 15% between proposed levels of service and the actual levels of service provided. All outcomes and goals exceed the proposed levels of service provided due to the tremendous need for these type of services for the homeless on the Big Island. Care -A -Van is finding that we are providing more intense services for the more chrome populations so our levels and quality of services are beyond the proposed. We also identified more than the proposed amount of new clients and are providing more intense services for these individuals in an attempt to arrest the cycle of homelessness for these uidividnaIs, (Rev. 7/98 FNLRPT99 OUT) pg 2 Residency in Hawaii Traveler or Transient 24 Less than 3 months, 64 3 months to 2 years 57 Long Time Resident 448 Family Status Single Adult Alone 242 Single Parent 61 Couple, no children 17 Families with childrei 72 Child under 19 alone 3 Adults over 19 397 Children in Families 196 Residency in Hawaiai Traveler or Transient 4% Long Time Resident 75% Less than 3 months, but plans to stay 11% 3 months to 2 years 10% Family Status Couple, no / \\ children 1 � �- ' � 4% Single Parent 15% Child under 19 alone 196 096 Single Adult Alone 6296 OFFICE SOCIAL MINISTR• of the Diocese of Honolulu 140 B. Holomua Street - Hilo, Hawaii 96720 • (808) 935 -3050 • Fax: (808) 935 -3794 RULES OF CONDUCT Hawaii Island Catholic Social Minisay 1 Hawaii Island Food Hank Cart -A -Van- Rules of Conduct defines the conduct which Office for Social Ministry expects its volunteers to observe and maintain. These rules are designed to protect you, to provide for your safety, and too de you in your relations with the Office for Social Ministry, your fellow workers, and our clients, potential clients, and the public. All volunteers are expected to conduct themselves accordingly. Volunteer misconduct of the type and variety described below is prohibited. Volunteers engaging in such misconduct are subject to disciplinary action, including suspension and /or termination We kindly ask that throughout the course of volunteer work time that the following rules be followed: 1. Complete task as assigned. If you are unsure of how a task is to be completed, please ask immediate supervisor. 2. Refrain from the use of profane, abusive, disrespectful language or gestures directed to a supervisor, employee, client and / or general public 3. Refrain from fighting, attempting bodily injury, attempting to provoke a fight by words or actions, physical aggression against another volunteer, employee, supervisor, clients and /or general public while at work or where such action is related to work. — 4, Refrain from causing loss, damage or destruction of the Office for Social Ministry property or property of fell volunteers, employees, clients andf or general public. 5. Stealing, pilferage, or unauthonzed custody, possession, or use of Office for Social Ministry property or property of fellow volunteers, employees, clients and /or general public are prohibited. 6. Refrain from being discourteous and disrespectful to fellow volunteers, employees, clients, potential clients and/ or general public. 1 11 • • 7. Possession, use, purchase, manufacture, sale or distribution of illegal drugs or misuse of prescription drugs dunng work time, meal breaks, or while on premises, or reporting for work under the influence of said drugs; Consumption of alcoholic beverages during working time, meal breaks, while on premises or in agency (OSM) vehicles; and possession drug paraphernalia is prohibited. Drug prescribed by your physician which may in any way adversely affect your performance must be reported to your supervisor. 8. Refrain from engaging in harassment (including sexual, racial, or religious harassment) against any fellow volunteer, employee, client and /or general public 9. Please report all accidents, breakage, or damage to equipment (which occurs when assigned to drive or use such equipment). 10. Please report to work well groomed, properly dressed and a maintained personal appearance. 11. Dishonesty in any form, including but not limited to any falsification of any reports of records such as employment application documentation, personnel, absence, sickness, payroll, time records, record keeping, client files, etc is prohibited. 12. Volunteers are asked not to distribute literature of any kind or solicit other volunteers, employees, and /or general public for cause, during the working time of any persons involved. 13. Please be alert on the job at all times. 14. Please call in arty pre -known absence to volunteering. 15. Please obey any updated policy, rule, and/or procedure than may be posted. 16. Refrain from gambling on Office for Social iiirustry premises. 17. Please smoke in designated areas. Smoking rs prohibited in Office . for Social Ministry building. 13. Eating and/ or drinking is prohibited in the Hawaii Island Food Bank warehouse. Please use the conference room or the Lunch room. 19. Please respect confidential information. Dissemination of confidential information is prohibited. i n Dated: 1/20/97 • • 20. Refrain from removing any notices, or other materials on or from the bulletin boards that is posted around the office and warehouse. Please get authorization from supervisor before doing so. 21. Please do not interfere with fellow volunteer or employees performance of their jobs. 77 Possession, use, or transportation of firearms, weapons, or any dangerous instrumentality by any volunteer or employee while on duty, or on Office for Social Ministry property, or in company vehicles is prohibited. We kindly ask that all Volunteers follow these said rules, if there is any question, concerns and /or comments please bring it up to your immediate supervisor. Distribution: Each Volunteer 21 I3awaiI Is iaaci Social Ministry ADMIMSIRATIVE.DIRECTIVE #4 SU$JECT: Smoking DANE. ADOPTED= January 9,1992 INIPJ FMENTATION DATE_ Tanuary 9, 1992 - SMOKE -FREE WORKPLACE To maintain healthy and pleasant working conditions, smoking will not be permitted in common areas of any of the: work places, including company vehicles_ Smoking is permitted only outside ,.- _or.-in_areas_ specifically designated for smoking.. "No Smoking" signs should be visible in all common areas. , - - P.0_ Hoc L373 HoroIcaa„ Eawaif 967227 (808) 775 -958L 22 Name Degree and Field of Study Adnun Staff Staff of Grant Program Other Staff Full time Part Thne Position Title Carol Ignacio Social Work; Weinburg Fellow X 20% for this project Executive Director Cathie Hawkins MSCP, CSAC(Certifi ed Substance Abuse Counselor) - X 50% Grants and Contract Manager/Develop ment Director fl t_ Ermna Ferreirra BS in Chemistry X Program Coordinator Carol Weiser BS in Psychology X X Representative Payee for the Mentally Ill Lea Kanakaole RN X X Outreach Nurse/Case Manager Vicky Jacobs RN X X Outreach Nurse/Case Manager Stacy Kracher RN X X Outreach Nurse/Case Manager Ty Tamasaka BS in Psychology X X Outreach Worker /Case Manager/ Jerome Jantos High School Graduate with 10 years experience in Mental Health Programs X X Mental Health Outreach Worker /Case Manager Margaret Ruelke RN X X Mental Health Outreach Worker /Case Manager • County of Hawaii Non Profit Appiicatio 2000 -2001 Care -A -Van Outreach Program COUNTY OF HAWAH HUMAN SERVICES NONPROFIT GRANTS (FY 2000 -2001) 12 ' t • 1 .POSITION;TITLE ' it ' ,..r. :•:. 1 : • •PRECEEDING FISCA1., •t ' 'it ''t-tt --. : •!! • FISCAL -YEAR 2000-01 • • • •;:. ITEM # . . -.. e i tl ir- -.7 3 3 Status T Total Agency : T TotalfOgram -- -Litilaidi__ _. _ _ci:-...t.;tadget . P Projectedi _ 1. ' T Title: Executive-Directora,tf. F FT - - - i'iei;,;' - - - ' - - - - -4 .1ith - ,. EC. - - - -: - - - - 0 i: - - - . . . 7 . 4 — 7 - ::,:.::, Name: Carol Ignacio - rhi. , ,-,0 int :91i - - Title: Admin Assistant?Ussrs F FT , , ;------ --- t" - --- i ii g ,7 7 ,7. - -- -; - -- -- - - -- - -4- - - --- -4---- 5 5:r-i! P- ... _ Name: Andrea Mattos $, 26,000 - - - -- --I- - - ---26,780 ___.' . _ ______.: dilvre;tte: .ralti I , T Title: Program Assistantems_ - - PT - • • • ii,[5.!...4. --, - - oid "-- _ _• - . - - - ! 4,- - - i . ...1 (-. • N Name: Waylen Leopoldino - - -$ --- 2 22,922 - : - -- - - --- - ,- - - - 23,609.- - _ _ _ -- _ _ . ! Title: Development 1t E 3! F Fr 1 1 :ii i f figirets _ _ .. __ ___ . .. E , i v.,..:1: . ..,17: ^.1,-;•.1 :Pi: C • N Name: Catherine Hawkins $ $ 4 45,000 ' 2 22,500 i 4 46,350 1 a a '= 22,500 b bit,-..:iiii0 ::„.sht : . - i.. T Title:. Program' . F Fy - - L -,-.... ! - ! • Lki,, f : .Name: Emma Ferriera $ $ , 29 29,000 . 2 29,870 : s s it 29,870#.1e. s. , , Erin :tali] ■ — ._ .. - --i -;•.+-.*' / / b, :--/ AGENCYLORGANIZATION:.„. Office for Social Ministry-Big Island 1 r' H-OtIT:i ThiMGETTABLE fii‘:;3 - - Details Services - • ■ 4 . ... ( 4771. I (ti) Salaries -- - - - Project Name:CARE-A-VAN ;',10ta :10 CY:4 . ; INSTRUCTIONS .__ _ . ___ Alladministrat ve and wee 2. - 41) P=Indicate f whether employee is • F/T= full Time (30 - 40 hours per week) _ _ _ P/T = Part-Time Employed (20 hours °Hess) Is PI :;;:ti ' -1.4ty,:t.., ...ml; a t 1 i I i i-"vtiit:tifi Thr12i I q noi: ...r.nu:;;..... ririiii •t:•:.)•//:/n: •„...11:ami ?9: armo•ir,-1. ttnii) :MS S thin uill. :11-: .1 (4 ts:3 nnmi ;4- -CO -;:; V 1i,;•1 ;int -- ai ):- 1...fli::11 a 11 tia-.6i.“11-- , it.• 12r.:3110 TriiiIii 0%) ;1 xr,rn: -Pi;la-r 6 • ....irir,tg?'", 161 1 ". ", ..:.:.. POSITION.TITLE :: .' "' PRECEEDINGFLSCAI:'YEARr: � FISCAL,YEAR 2000-2001 - ::; `' "i "' - ':,`P`` :r , ITEM # 1 -- Employee •_ r (Last, Name, First),7 ;•. : .. - ..F. r :. ' - • r.,in. - Status,„. , 'Salary „Total Agency . - : A, FY 99=00 Total Program _ Budget -, -; ," FY 99-00' ..Total Agency ' ' :- Budget'_ _ - ;`:- FY 4041 Total Program . - Budget • °;- FY 00 -01 - Grant Request - 'Only Projected - ;.Expenditures , 1. Title:: MH Outreach .fl Worker /Case Manager : FT �, -- - - — _ Name: Jerome Jantos $ 23,000 , 23,000 23,690 1 23 , 690!., :: ^. • �' ; .- . Title. ME Outreach Worker /Case Manager 1,z. :.:. .. _ Name: Margaret Ruelke $ 25,000 25,000 25,750 1 - - . 25,750. • • ' - 1. n: z :, .:., _Title: Outreach' Nurse/Case Manager FT ; "" 1 . i 1 ( - . . Name: Stacy Bracher $ 30,000 f 30,000 30,900 30,900 - : . , - , .. Title: Outreach, Nurse/Case Manager - PT - - - +-- - — - - -a- - - - - -` , „ Name: Vicky Jacobs $ 17,798 17,798 18,331 18,331 F.: : •' i .. o ck r -+-+ :•.,,_, i ; ti. i Title: Outreach u ' ..: Nurse/Case Manager ° ' I . Name: Lea Kanakaole $ : - - 18,240 - - 18,240 - - - 30,720 — - 30,720-. _ - 30,720 Title: Rep Payee/MH rn • FT , : — ' Name: Carol Weiser $ 11,520 - 11,520- - 11,865 ;.. - - .11,865 _ Title: Food Bank ,,:: t_ Administrator' FT h- - . • - ' •. - Name: Heather-Brien.' . q , . ; S. .. i ,38,000 -, .. . f 91. - 68 4t �: - ' ' .. ., .. - - 39,140.;_ ". f �- ._ _ ' 7 i i Title: Driver/Warehouse „ : FT „ c ,, , ;• a < ,. F, c .. Name: Clarence Kekaula $ 18,574 19,131 - - - AGENCY ORGANIZATION: INSTRUCTIONS: Office for Social Ministry -Big Island BUDGET TABLE 1 Details of Personnel Services • Project Name:CARE -A -VAN: 1. All administrative and direct Program salaries must be included (Please exclude non program positions) 3. (a) P Indicate if whether employee is — F/T= Full Time (30 - 40 hours per week) P/T = Part-Time Employed (20 hours or less) (b) Salaries 2 POSITION TITLE PltECEEDING FISCAL YEAR : . FISCAL YEAR 2000-2001' ITEM # ; 1..sitc.,;,EmPl0Yee ci -,05.(Last Name, First) Status ' And ' - Salary" Total Agency Budget --- ...c.FY;99-00 - . Total Prograin ' P. , Budget :FY 99 -r . •". Total Agiiiet ' Budget — -FY 00,01 --; - 'Tot' al Program Budget ----FY 00-01 . Grant Request! • Only Projected _Expenditures _ 1. ' Title: '.., Driver(Warehouse 1 I , : -,• ; 1 I Name: Roberta Kyle i i V•IS,. M . s , k • “..-t.'..r. i • ' 1 f.,C 1 1 3 i.-- - TitleinVirelioixseWorker/Stocker- - FT - -- - i -- - i — - -. r — ---, - - - ----- 3--- - -- ,.„...: ,.-; i i l ,,, .....4 1 a - - - f 4.4 " I Lynn DeGuzman :::0 .::i8 1 18,0011 ; ..",:r. : i -- : :,...c.;18,540 ; - -- — • i I Name: Title: Receptionist , FT . , I : , • - , . _ ... . ____ __ ' 'Name: Christine Dial ti, - G, tit 69 i 1Wr18;000; ; if. 18,540c ; _. i ____ ___ ... _ .. --- _ _ 1 ::i'r '. f , ,1 ii;.-. : rce.. ). i i a --e Title:: Program Coordinator , IC 38,0001 39,140 !, i :- -- Name Kaye Lundburg_ _ ., .. 1 , . Title: Driver/Maintenance/Intake 24,000 24,720 1 - - Name: Vacant : . _ _'. _ _ V! R ,' + r. .9 y f , — X 0,-. ) ' 1 ;....s c: `,. , , Title Driier/Mainteriancentake 24 000 i ; 24,720 I .. _ . _ .7 7 _ . • ' Name: Lloyd Mills -_ . _ _ _ 4 _ -Title:, Dental Assistant_ _. _ _ : - . , : FT _ _. i ...f. t. 20,600 ir . Naine: Vacant ! -'" , - ..... _ _ -_ _ .... lii%, .R.7:. _ .__ . i *24.eii /Liu 1;s: -ttr:::,: ;na e-Tr 'Vie fi ;“-irs riia: l's.1,i A - Title: Dental Assistant - - -I-- - _.;<. in. o......... - ..• Name: Sophia Hashimoto $ 20,000 20,600 . . .. .__. ,______ .....1.-:.........,ho included (Pieskse exclude non program positions) a7.47 1 7:/r. AGENCY ORGANIZATION: Office for Social Ministry-Big bland (2-I11\17 jBiTDGET TA 1 4 -Details of Personnel Services- , _ INSTRUCTIONS: _ tt;; - ;LA 4 . _ 1. Alt admrnstratIV 4. (a) P if whether employee is - FIT= Full Time (30 - 40 hours per week) FIT = Part-Time Employed (20 hours or less) (b) Salaries m-'t • - -r-o?' - Projeci - NaliteiCARE=A-YAN =- 3 DESCRIPTION : - PRECEEDING FISCAL YEAR" 1 - ' I' ' ' 'I's' ' , FISCAL YEAR '2000 , 2001 i I Employee Beiefits/Pityroli T axes „. ,..- , ... --, .,. .. 'Total Agency - • - ' ; Budget-FY 99-00 -. 3 4 , f • Total Program - i „ Budget FY 99-00' - Z i ■ ' . TotalAgency_Budget - FY 00-01= -,-; ..-:.- - : - Total Program Budget _ Fy oo-o1 __. _ ]•-:. - i .-.- _-_, ‘ Grant Request _ ..ciinly's1 _ . _ Projected Expenditures 2. Employeellenefits - - - (Total) - - - - - ;' 148,512 -:: i - :47,132 , ' - 448,512 - -I - ' - 2 , -- - - -- _ - - 47,132 . f: / _ . ._ : : ;....\ , Health Insurance 1 109,789 34,649 109,789 - - r . " i '34,649 r L ... "Rt.:F.;:i • Dental Insurance Included in Health Insur. _ ., _ __ . ..- :...: ,, ! * Other Benefits - - --- .. (Retirement) _ 38,723 . _ _ F.: (":- _ 12,483_ .., 38,723 1 'Jr,' - : 12,483 1:_::: ': . 1:: 1 -, , • T r. .... -in' .' ' ; ( , ., • ! 3. Payroll Taxes (Total) 72,952. 26,302 :I , (.. . ; 75,890 ; ,,.. , - . - 28 ; 033 ...:.; :A.:: (7, .. -,44 RCA - ..., _ _ _ _ _55,027:,_ _20,000 __ _ , _ 57,965 _ ; r21,731 i..,;: -, 7;,-2,”()<: - :;.."...:. SW (Unemployment Ins) _ _ included in FICA ' „_ . _ i 1 , , •; Li. . - _ , . . _ . _._ Worker's Comp t. __ _ 1 ' . .. - 0.f.T: :, _ 6,302 , 17,925 — 6,302,.:.. 1,3807 T;, 7 - TDI (Disability) __ __ _ included in WC above •_ _ _ . _ _ _ ___ _. _. _ ._ ...- t : . , . . . _ _ . •_ _ 7 . TOTAL _ , - . _ (to be reflected in Table 4) _ _ ; i 221,464 _ ; _ . 73,434 _ i _ 224,402 -, : • , ::-...- , 75,165 - - .7. _ , 4.■ Agency: Office for Social Ministry-Big Island Table 2 EMPLOYEE BENEFITS/PAYROLL TAXES Project Name: Care-A-Van • = Must itimize as attachment(s)._ Applicable only to the "Grant Request Only Projected Expenditures" cohimn. ' • , , : .•: rc . ,, , t a .!:.!,:"., '''..z ' ---- L, '..,', ...rn:I: .-"' r; f...-Cti ", I It. ' ''' I T■ 'e.r: 4 DESCRIPTION PRECEEDING FISCAL YEAR - :, :, FISCALYEAR 2000 -2001 Ite in # : • Expenses :•, .t...- 1 ! ;, ,,., . - -- :Total Agency' Budget FY 99-00 • "" Total Program Budget FY 99-00 -- -- - -- - - Total Agency Budget FY 00 -01 - - -- _ Total Program Budget :.FY 00-01 :.Grant Request Only Projected , Expenditures 1. PROFESSIONAL - FEES - (TOTAL) - -- -- -- - --' q '- - _ 102,219 - . - - - ; 34,530 . ' : . , - 96,219._. - :." : 34,530 - . :r. Legaf Accounting/Bookkeeping - - •:: i - Audit Fees' t - - •;. - 6,000-- - - ;-- - - - - '- - - - - 6,000. ' - . r . : , . • . - '� r * -- Administrative Fees - 96,219 - - - - - .34',530 - I. -- -- - - . ' 90,219' _ ' -: 34,530 _ * Other u, 2. SUPPLIES (TOTAL) ; : - -- 75,418 - -- - - - -- - 12,781 _. _ - _ . -_. ' _ 75,418 ' ; 12,781 Office - - 13,811 "2 ;781 - ' `13,811:. - r'. 2,781 Program 58,979 10,000 38,979 10,000.. T. . Consumable - 2,628 _2,628: ; 3. TELEPHONE 22,610 , - 8,928 - - - 222,610 8,928 4. POSTAGE AND - -- FREIGHT -- • 6,329 : _ - - 555 - ` . " '- 6,329 , - -. '. I - 6,329 '• - .. ' _; , 555 5. OCCUPANCY (TOTAL): - - - -- 88,154 - - - - - 22,246. ;. _ -- 88,095 c� a: I ' 22,246•° Rent - 55,291- - - 21,278 - - - - - `:` 55,291 - -.. 21,278 Utilities 25,659 - -- - - 25,600 " Janitorial ; * Repairs and Maintenance - 7,204 -968 - - - - _ _ . 7,204 '968 6. EQUIPMENT (TOTAL) - 35,355 - -- 6,716 . -- __.. . 14,251 0: '' ' 1,000 .' * Purchase `" T -- . - , , - - 23,104 :6;716 - - - - - _ _ 2,000' - _ - ; •. 1,000 * Rental i * Repairs and Maintenance ' - 12,251 - - - - - -- ' • ' 12;251. _ 4..:c '�� .a -, •.: .. ..- . . Agency: Office for Social Ministry= Big TABLE 3 DETAILS OF -OTHER CURRENT EXPENSES Project: Care -A -Van *= MUST itemize as attachment(s). Applicable only to the Grant Request Only Projected Expenditure' icolumn. 5 DESCRIPTION PRECEEDING FISCAL YEAR FISCALYEAR 20004001 Item #; - 'En Expenses -- . - : �' j - _ : - - . _.. .:.:Total Agency '; '•' 'Budget F Y 99-00 :Total Program Budget; aFY 99-00 -, - Total Agency Budget : FY 00-01 , :. - . ! - Total Program Budget :`` ; :' = FY 00-01 L Y Grant Request '. Only Projected Expenditures -- I , 7. ; INSURANCE (Total) ' " -' `. 9,391 - - 3,200 :,. -- ' : ;. - - 9,391-, -,.. - - - - -- . 3,200 _- . - - - General Liability ; _ -- --- Fire -' _ - Auto;- --- ; - 9,391 3,200! -- 9;391 ', - -3400 -. - �a NDOA (Board Insurance - - PRINTING _ -. - . ' 6,057 _ ; 1,861 - -4;057 : - 1,861 PUBLICATIONS AND _ SUBSCRIPTIONS _ 1,851 is - 45 1 - ' 1,851 - ; 10. ' _TRAVEL (TOTAL) 21,364 - - ;'0,611 - - ` - • - ;21464- • - -! ; 1,611 n. • i ' Air Fare .. 13,401, 1,2417 ' %. r -T - - 13,401 : - '.. - 1,241 - - Per Diem _ 862 _ - 862 Auto Rental . 1 '' "',: ; 7,101 ; ' ;'s 370i ,- ' c7;101 -- -- ; -370- =' -' =- : - --- 11. 1 AUTO MILEAGE 16,367 :•-� _ tt. 5;111 "- -- -- 16,367 - _ - , - - -- : 5,111- 12. • -AUTO GASOLINE 16,179 4,215 ' 16,179 ' 4,215 -,' 13. ■ MEMBERSHIP DUES ._` . 2,377 -.. a:',: ----7- ; . -- 2,377: - . :: ' "14.' STAFF TRAINING_ _ . _ -'�' =.. - 5,564 r 1„555 _- - - ;- 5;564' - = ;- c -= - 1;555' • _ `; � •15.' OTHER_ _ 16. 'r" -Auto Repair and: _ _ __ - Maintenance- _ : >)° 10,136 i - 4,900 - 10,136 • - - ; 4900 -- , 17. L Vehicle Depreciation '•. ,, t 4,218 4 - : - .: - - 4,218 _ . - 18. Meetings/Workshops 6 72 , 3 .6,723 - = = - - • 19. Hospitality 4,334 1;606 ' 4 334 }- 1 - ,606 -- _ - _ ._ 20. L_ Contract Services ___ 55,956 _. 723,877: - -- -- - -- 32,079 -- - - - I - -- r ' :,u 21. FEMA .1 , 35,782. :. ,. ; „ : R ; _._ _; :. - 35,782 ' .f. ' _ TOTAL NEXT PAGE Agency: Office for Social Ministry -Big Islands- TABLE. &. _ DETAILS'OF'OTHER CURRENT•EXPENSES;, -- Project: - .Care -A =Van 6 DESCRIPTION AL Y PREC magi c:> : 'A ::: >.a FISCALYEAR2000- 2001;:',,, :;• :, f.. ,, Item # Expenses" "" Total ,- Budget FY 99-00 - ,Total Program Budget FY 99-00 Total Agency Budget, } FY 00 -01 ' `-" ::'.g' 0, - -t _ Total Program Budget _ FY 00 -01 _ _Grant Request _ ' - °' 2 '" 'Only Projected Expenditures 22. OSM Charity ;, „- _` _ '' .:.:. ,7,044; = -7,044 -. 23. Persons With Disabilities,' - - - l ,, 52a r .1 ::,.,.` 52 ' 24. Rice Bowl -- - >:':966• _ it :7:1z fl , 966 7—th •x '- - 25. Care -A -Van Program Exp 362 362 26. Special Events -- - .. _ ._ -- 22,724 i _ 22,724 %l °: f". -% ., -.: a t . ,.. - ,. t. 27. Capital Improvement 55,060 55,060 - _ _ — 28. Miscellaneous 't O i « • 2,965 ''2f i _t . h ; 2,965 - .. , . • r'...,. - . . ' - .; .. < r c . :...r •_ . ., >,; ..i+ zit_ -. y,C R rrra: , ,,-'fa :',',r.... , TOTAL (to be reflected in Table 5) 615,577 133,737 -• 475,403 , i 104,144 _ :: 0„ ., , Agency: Office for Social Ministry —Big Island' 'OF'OTHER'CURRENT'EXPENSES sc- •= MUST itemize as attachment(s). Applicable only to the Grant Request Only Projected Expenditure" column. it rt TABLE 3 r sza Project: Care -A -Van it! '1.3 . :)r 7 ;POSITIONS ..; : 1 iri ---: -.-- . . , ... 1 , -PRECEDING FISCAL YEAR .2 1999 -17' '''' -- -,--:-.,` -TISCAL YEAR2000-2001 ' ' "' - s -' - Total - Agency ;;.- _.- Budget .1_ _ _ _ _ FY 99-00 e:i ' Total Program - Budget FY I t 1 1 1 - Total-Agency-- --- - Budget _I_ _ .__ FY 2000-01 -Total PrOgram - -- Budget , :- Grant Reliiieit,i-! • o n ,E,L,,,:f?.:: :sit -I (Table 4) TOTAL PERSONNEL SERVICES -. __ _ _ ki — , 1)-Total Position Count.(P) _____. _ ,;_„ 35,000 -, , cl. : 7 I 26 -, c : 75 Ay , ____ 18.5 inf. , or able i (Table 1) Total Salaries ($) ___ ._._.,_ j (C0 it7 1 . 200,058 i _ _ -. ,_ _ i _, __ 585,851 tiii!..??' i ti .„ __ ... _ 3uf/4Y.v.ttn.y ___ 537,185 : - -?;:e217,316 — I -• - -- — ------ -- - - -1----- ---L- (Table,2).Employee Benifits/Payroll Taxes; 73,434 , 224,402 75,165 ------- - ----- -- 4280 -- --- — .„, 221,464 1 ,' E L TOTA PERSONNEL COSTS _. .. 758,849 ----- - 35,000 ---- -- 273,492 J TOTAL NUMBER-OF i'OSTIONS ::± . -q 7_ .._ _,.. ___..A1J;i61,__ , ._ 7.c. — _ c 75) — - - - -18.5.-- --- fl - *EV: __ Expenses - , . . ' • _ _ . PRECEDING FISCAL YEAR FISCAL YEAR 2000-2001 - Total Agency Budget FY 99-00 Total Program Budget FY 99-00 Total Agency Budget FY 00-01 Total Program Budget FY 00-01 .'9. .,. fleque - O tiy (Table 4) TOTAL PERSONNEL SERVICES 758,849 273,492 810,253 292,481 35,000 (Table 3) TOTAL OF OTHER CURRENT EXPENSES 615,557 133,737 564,517 104,144 0 1,374,206 407,229 1374,770 393,625 35,000 TABLE s. SUMMARY OF-PERSONNEL.REQUMEMENTS Personnel Requirements: Salary (8) and Number of Positions (P) TABLE 5 SUMMARY OF EXPENSES 7 9.,g0trel"! • _ . TA --kt , . I Jr ' 10 'JP; •i• "'to ,i1IS fig 8 Revenue Sources Preceding Fiscal. Year 1999 -2000 Fiscal Year 2000-2001 Total Agency Amount Total Program Amount Amount Requested Amount Projected County of Hawaii 81,175 33,425 35,000 35,000 State of Hawaii 379,375 371,575 356,425 356,425 Federal Campaign Donations 12,891 Private Foundations * 148,550 United Way Funds 20,000 - Admissions Donations 53,526 2,000 2,000 2,000 Fundraising/Special Events 128,710 Pay Phone Vending Machines Service/Program Fees Third Party Reimbursements Tuition Other - Interest Income 877 Diocese Support 144,448 Management Fees 80,080 FEMA 31,225 RICE BOWL 8,000 Other Revenue 94,939 Program Service Fees 142,160 St. Francis Healthcare System 48,250 TOTAL REVENUES:. 1,374,206 407,229 393,625 393,625 Agency: Office for Social Ministry * Please list funding source on a separate sheet and indicate the amount requested. - Must correspond with Table 5 Trusts and Foundations Atherton Family Foundation Mazon: A Jewish Response to Hunger Hawaii Medical Services Association W.K. Kellogg Foundation Hawaii Hotel Industry Volunteers in Health AIM for Excellence: Weinberg Fellows Grant West Hawaii Fund N.E.W. Grants Program TABLE 6 Summary of Income Program: Care -A -Van Program 9 Stephen K 'iamash,ro t1ayOr • County at Ti9ainaii DEPARTMENT OF FINANCE L Auoum Street Room 119 • Hilo Hamm, %77.0.1252 ib03• 9h1 1/41224 • Fax 13091 951 -5243 FINANCIAL QUESTIONNAIRE • HAWAII COUNTY NONPROFIT GRANTS (FY 2000 -01) Please include as an attachment an explanation for all "NO" answers to questions 41 dual II 'oelow• Harry :'A ia'kanashl S K jcnutre Depute Yes No iE25X I. Has the agency operated continuously for the past three (3) years? ©X (3 3 Has the agency operated with a positive cash flow for the past (3) years? kix 0 3. Does your Board of Directors approve a detailed cash flow budget before the beginning of each fiscal year? OX 0 4. Do your Board meeting minutes show that quarterly financial statements are approved? th 0 5. [s your equity balance at least 20% of your Total Liability balance? Ci (3 6. [s your Total Current Asset balance larger than your Total Current Liability baiance? kix 7 Are bank reconciliations and accounting performed by someone other than the check signatory ?? O'' 0 8. Are you fully insured for the agency's vehicle(s) and building(s)? t3 9 is your Workers' Compensation at least 2% of payroll? Sax 0 10. Are you current (not delinquent) on all payroll and payroll tax payments? 0 11 Is the agency tree of any pending litigation, liens or Judgments? C5 , Y,C 12. Within the past 12 months, has the agency applied for vendor or bank credit and was denied credit? If yes, please explain. As the grant applicant, I cernfv that the agency has satisfactorily responded to each of the above questions and exoiatned as needed l hereby certify that this information is true and correct ro the best of my knowledge. Office for Social Ministry Phone:., (808) 935 -3050 Agency: Preparedbv' Catherine Hawkins Development Director Print NamciTitle Certified by Carol R. Ignacio, Executive Director Print Name of Executive Director Signore Signature Date Date l -a.S -GO 1 )- --0 - q tl • OSM, Care -A -Viii Program • 01/14/00 Profit and Loss July 1998 through Attie 1999 Total Income Expense 40100 Salary Income 21300 Grant Revenue (Def. Rev.) County 35,000.00 HHA 193,474.00 HIUW 3,666.63 MH 72,988.44 Waikiki Health Center 116,746.57 Weinberg 10,000.00 21300 Grant Revenue (Def. Rev.) -... 12,159.05 Total 21300 Grant Revenue (Def. Re... 444,034.69 30800 Care a Van Donations Sweet Bread Sale 335.00 30800 Care a Van Donations - Oth... 285.00 Total 30800 Care a Van Donations Total 40100 Salary 40200 P -R Taxes Total 40200 P -R Taxes 40300 - Health Total 40300 - Health 41100 - Retire Total 41100 - Retire 42000 -Phone Mobile Page 1 Jul '98 - Jun '99 6,327.12 620.00 444,654.69 5,654.50 53,673.92 69,241.51 61,184.78 189,754.71 400.00 5,481.45 8,014.79 3,063.58 16,959.82 4,802.97 12,189.11 9,982.14 7,674,81 34,649.03 257.26 5,536.64 3,450.34 3,239.00 12,483.24 • OSM, Care -A -Van Program • 01/14/00 Profit and Loss July 1998 through June 1999 Total Mobile Office Total Office 42000-Phone - Other Total 42000 -Phone 42500 - Postage 42500 - Postage - Other Total 42500 - Postage 42701- Office S Total 42702 - Off E &F 42703 - Copying Total 42703 - Copying 42704 - Printin Total 42704 - Printin 43001- Mileage Total 43001- Mileage 43002 - Parking Total 43002 - Parking 43003 - Gas Total 43003 - Gas 43005 - Rental Page 2 Jul '98 - Jun '99 6,327.12 2.601.76 2,601.76 205.75 506.02 49.25 99.95 2 ,681.25 192.70 788.47 576.33 5,15900 131.60 965.15 765.54 4,736.01 275.19 100.00 172.60 197.63 9.134.63 555.27 Total 42701- Office S 2,781.20 42702 - Off E &F 6,716.50 1,096.75 765.54 5,011.20 100.00 4,215.43 4,215 43 • OSM, Care -A -Van Program • 01/14/00 Profit and Loss July 1998 through June 1999 Total 43005 - Rental 370.23 43006- Car R &M Total 43006- Car R &M 4,955.85 43500- WC Insur Total 43500- WC Insur 6,302.00 44000 - O -R &M Total 44000 - O -R &M 44202 -Dues Total 44202 -Dues 47502 - Inter I Total 47502 - Inter I 49002- Hospital Total 49002- Hospital 49003 -Prof Dev 49003 -Prof Dev - Other Total 49003-Prof Dev 49004- Cont Ser Total 49004- Cont Ser 49005- Rent Page 3 Jul '98 - Jun '99 607.03 110.00 4.238.32 3.000.00 3,302.00 60.00 595.83 312.52 45.00 270.00 566.00 405.00 316.85 879.42 85.46 324 29 524.00 731.69 300.00 11,384 94 25,684.62 12,221.16 294.44 2,316.64 968.35 45.00 1,241.00 1,606.02 1,555.69 49,290.72 01/14 /00 49005- Rent - Other Totai 49005- Rent 49007- Prog Sup Total 49025- Med Sup 49030 -Admin 49030 - Admin - Other Total 49030 -Admin 49099 Miscellaneous Total Expense OSM, Care -A -Van Program • Profit and Loss July 1998 through June 1999 49007- Prog Sup - Other Total 49007- Prog Sup 49010- Program Cost CRFund 49025- Med Sup Page 4 Jul '98 - Jun '99 17,267.55 14100.00 21,2 78.63 613.68 741,67 -65.00 32.78 8,817.01 3,513.73 54.95 5,000.04 29,505.00 25.50 13,708.82 2,296.10 34.67 154.27 188.94 34,530.54 - 1,477.10 421,084.11 Net Income 23,570.58 CARE A VAN Profit and Loss July 1997 through June 1998 • • Income 21300 Grant Revenue (Def. Rev.) County 35,000.08 DOH 102,736.48 Hale Kokua 7,521.00 HHA 188,832.00 l3 UW 3,400.00 7,200.00 Total 21300 Grant Revenue (Def. Rev.) 344,689.56 30800 Care a Van Donations 32505 Care Donations Total Income Expense 40100 Salary Total 40100 Salary 40200 P -R Taxes Total 40200 P -R Taxes 40300 - Health 41100 - Retire Total 41100 - Retire 42000 -Phone Mobile 45 Jul '9T Jun '98 285.96 3,145.14 408.29 23,I88.16 61,538.77 69,340.66 5,407.50 16,948.59 2,543.65 5,812.79 6,738.80 534.03 1,044.50 4.986.28 10.238.04 10.219.23 1,662.18 3,304.06 1,990.57 3,936.06 8,644 46 829.15 0.00 0.00 344,689.56 176,423.68 . 16.673.77 Total 40300 - Health 30,459.79 15,400.24 01/15/99 CARE A VAN Profit and Loss July 1997 through June 1998 Total Mobile 3,839.39 Office Total Office 3.912.05 Total 42000-Phone 7,751.44 42500 - Postage 611.73 42500 - Postage -Other 101.33 Total 42500 - Postage 42701- Office S _ 2,076.03 3,916.24 0.00 Total 42701- Office S 42702 - Off E&F Total 42702 -- Off E &F 42703 - Copying Total 42703 - Copying 42704 - Printin Total 43001- Mileage 43002 - Parking Total 43002 - Parking 43003 - Gas • • 46 Jul '97 -Jun '98 145.52 3,766.53 77416 138.65 1.426.20 31310 167.77 _9.00 1.526.:0 = . = - 9.2= 0.00 :1.00 _700 -.70 974.57 1 .iO3.91 0.00 713.11 5,992.27 774.26 1,564.35 Total 42704 - Printin 435.37 43001- Mileage 7,041 -'4 30.00 01/15/99 CARE A VAN Profit and Loss July 1997 through June 1998 Total 43003 - Gas 43004 -Car Insur • Total 43004 -Car Insur 43005 - Rental Total 43005 - Rental 43006- Car R&M Total 43006- Car R &M 43500-WC Insur Total 43500- WC Insur 44000 -O -R&M Total 44000 - 0-R&M 44202 -Dues 44202-Dues - Other Total 44202 -Dues 47501- Trav O-S Total 47501- Trav O-S 47502 - Inter I 47 Jul '97 - Jun '98 _.935.00 126.39 331.11 294.15 0.00 110.00 2962.86 1,738.00 1,788.00 750.00 - 1,100.93 1,006.76 0.00 -9.00 -9 00 0.00 95.00 689.59 0.00 Total 47502 - Inter I 784 59 49002- Hospital 302.59 88.44 178.90 295.61 0.00 5,073.48 3,935.00 751.65 3,072.86 3,576.00 2.357.69 -18.00 0.00 01/15/99 CARE A VAN Profit and Loss July 1997 through June 1998 49006- HK rent 49007 -Prog Sup Total 49030 -Admtn Total Expense Net Income • • Total 49002- Hospital 49001-Prof Dev Total 49003-Prof Dev 49004- Cont Ser Total 49004 -Cont Ser 49005- Rent 49008 MC Prog. Exp. 49010- Program Cost CRFund 49025- Med Sup Total t9025- bleu Sup 49030- HK Admen 49030 -Admin 48 Jul '97 -Jun '98 600.00 ' _037.79 13.369.90 5,15 7.01 2 `0.00 17.300.00 Total 49005- Rent 17,550.00 2,594.67 30.34 278.71 10,264.18 0.00 Total 49007 - Prog Sup 13,168 -73.93 =.24.57 0.00 5.905. - 3 23.599 27 365.=4 5.184 64 19,026.91 3.200.10 0.00 552.00 _`.170.6? 3.00 35.505.00 383.623.22 - 38.938.66 01/15/99 • • DIOCESAN ADMINISTRATIVE OFFICES OF 1 H ROMAN CATHOLIC CHURCH IN THE STATE OF HAWAII FINANCIAL STATEMENTS AND ADDITIONAL INFORMATION YEARS ENDED JUNE 30, 1998 and 1997 (With Independent Auditors' Report Thereon) TABLE OF CONTENTS Independent Auditors' Report Financial Statements Statements of Financial Position Statements of Activity Statements of Cash Flows Notes to Financial Statements • • Pave 1 2 -3 4 5 -13 Additional Information Schedule 1 - Statements of Financial Position for Hawaii Island Food Bank 14 Schedule 2 - Statements of Activity for Hawaii Island Food Bank 15 Schedule 3 - Statements of Functional Expenses for Hawaii Island Food Bank 16 3536 HANDING AVENUE SUITE 605 HONOLULU. HAWAII 96616 INDEPENDENT AUDITORS' REPORT • • To the Most Reverend Francis X. DiL.orenzo Bishop of the Roman Catholic Diocese of Honolulu Honolulu, Hawaii CHOO. OSADA & LEE. CPAs. INC. CERTIFIED PUBLIC ACCOUNTANTS TELEPHONE IeORI 734. 921 We have audited the accompanying statements of financial position of the Diocesan Administrative Offices of the Roman Catholic Church in the State of Hawaii (a nonprofit corporation) as of June 30, 1998 and 1997, and the related statements of activity and cash flows for the years then ended. These. financial statements are the responsibility of the Organizanon's management. Our responsibility is to express an opmion on these financial statements based on our audits. We conducted our audits in accordance with generally accepted auditing standards Those. standards require that we plan and perform the audit to obtam reasonable assuranc about whether the financial statements are free of rnatenal misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluaring the overall fmanciai statement presentation. We believe that our audits provide a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material aspects, the- financial position of the Diocesan Administrative Offices of the Roman Catholic Church in the- State of Hawaii as of June 30, 1998 and 1997, and the changes in its net assets and its cash flows for the years then ended in conformity with generally accepted accounting principles. As discuCCed in Note 1 to the financial statements, during the year ended June 30. 1997 the Organization changed its method of accounting for its interests in charitable trusts. Our audits were conducted for the purpose of forming an opinion on the basic financial statements of the Diocesan Administrative Offices of the Roman Catholic Church in the State of Hawaii taken as a whole. The additional information in Schedules 1 to 3 is presented for purposes of additional analysis and is not a required part of the basic financial statements. Such information has been subjected CO the auditing procedures applied in the audits of the basic financial statements and. in our opinion, is fairly stated in all material respects in relation to the basic financial statements taken as a whole. Honolulu, Hawaii December 5, 1998 �u.�, QirlaAz. -c c c9 ca Luc. DIOCESAN ADMINI TIVE OFFICES OF THE ROMAN CATHOLIC CHURCH IN THE STATE OF HAWAII STATEMENTS OF FINANCIAL POSITION JUNE 30, 1998 AND 1997 ASSETS 1998 199 Cash, including cash held for others of 5402.197 in 1998 and 5422,832 in 1997 5 3.876.818 2,415,674 Investments 22,444,518 18.590,050 Receivables, less allowance for doubtful accounts of 5225.000 in 1998 and 5202,861 in 1997 Note 59.612 84,41 Loans to parishes 5,19997 5,601,263 Due from affiliates 1,321,580 1,213,551 Interests in charitable trusts 5,850.000 6,000,000 Other 153.475 25,944 Inventory 54,618 93,971 Prepaid expenses and other assets 344365 269,907 Land, buildings and equipment, net of accumulated depreciation 105.229.868 102.786.038 LIABIL'fITES Notes payable 5 2,333,905 2,510,722 Accounts payable and accrued liabilities 875,601 630,626 Payable to affiliates 41. 164,411 Parish deposits 11,560,184 9,343,146 Assets held for others 1,178,197 1,198.832 Deferred revenue - 8,737 Accrued postretirement benefit obligation 1,985 737 1,843 , 635 NET ASSETS Total assets Total liabilities 17 974,909 15.700.109 Unrestricted Designated forpriests' retirement 2,169,662 1,661,960 Designated for investment 22 ,479,417 17,244.019 Investment in land, building and equipment 104,453.868 102,010.038 Undesignated (accumulated deficit) ( 2,863,413) 129 630 126.239,534 121,045,647 Temporarily restricted 319,708 335.056 Total net assets 126,559.242 121.380.703 Total liabilities and net assets 5 144 534 151 137,080, 812 The accompanying notes are an integral parr of these financial statements. - 1 - $ 1C 137.080.812 DIOCESAN ADTIVE OFFICES OF THE ROMAN CATHOLIC CHURCH IN THE STATE OF HAWAII STATEMENTS OF ACTIVITY YEARS ENDED JUNE 30, 1998 AND 1997 Cumulative effect on prior year of changes in method of accounting for interests in charitable trusts Increase in unrestricted net assets -1- 19 1997 Unrestricted net assets Support and revenue Parish assessments S 2.200,044 2,499,996 Donations and bequests. including donations of food items of 52,235,563 in 1998 and 51.937,121 in 1997 2.543.749 2,225,94 Interest on Parish loans 434.633 346,315 Investment income 655.813 642,332 Rental income 769,027 775,706 Program service fees and other 1,585,270 1,787,578 Gain on sale of equipment 75.932 123,472 Gain on sale of density rights 2.206.142 - Change in vaiue of intertzu in charitable trusts 274.819 1,135,552 Realized and unrealized appreciation on investments, net of management fees of 5146.690 -in 1998 and 5125,183 in 1997 3.813.980 2,685.571 14.559,409 12,222,4.66 Net assets released from restrictions 276.011 164.310 14.835. 12.386.776 Expenses Program services Pastoral 949.669 850,910 Education 363,913 415.317 Communications 275376 272;427 Reiigious personnel development 702.186 516,105 Social services 4,143,485 3,866 Auxiliary activities 1,325,156 1,316,811 Support services General administration 1,850395 1,950.623 Fundraising 30.954 54.388 9.641.534- 9.242.859 Increase in unrestricted net asses before cumulative effect of change in.accounting principles 5,193.886 3,143,917 The accompanying notes are an integral part of these financial statements. 5.300,000 S 5 193 886 8.443.917 DIOCESAN ADMINIS.VE OFFICES OF THE ROMAN CATHOLIC CHURCH IN THE STATE OF HAWAII STATEMENTS OF ACTIVITY - continued YEARS ENDED JUNE 30, 1998 AND 1997 1 1997 Temporarily restricted net assets Donauons $ 260,664 114,170 Net assets released from restrictions Restrictions satisfied by payments 276,011 164,310 Decrease in temporarily restricted net assets Increase in net assets Net assets At beginning of year At end of year The accompanying notes are an integral part of these financial statements. -3- 15,3 ( 50 14-0) 5.178,539 8.393,777 121,380,703 112.986 926 $126,559.242 121,380,703 • DIOCESAN ADIVE OFFICES OF THE ROMAN CATHOLIC CFIURCH IN THE STATE OF HAWAII STATEMENTS OF CASH FLOWS YEARS ENDED JUNE 30, 1998 AND 1997 1998 1997 Cash flows from operating activities Increase in net assets S 5,178.539 8,393,777 Adjustments to reconcile change in net assets to net cash used by operating activities Depreciation 2 20.396 223,069 Gain on sale of equipment ( 75.932) ( 123,472) Gain on sale of density rights ( 2.206.142) - Realized and unrealized appreciation on investments ( 3,960.942) ( 2,810,754) Increase in receivables ( 63.421) ( 6,983,982) Decrease (increase) in prepaid expenses and other asses ( 74,458) 85,842 Decrease in inventory 39.353 22,823 Increase in accounts payable and accrued liabilities 255.214 234,999 Decrease in assets held for others ( 20 635) ( 9.282) Net cash used by operating activities ( 708.028) ( 966.980) Cash flows from investing activities Purchases of investments ( 10,549,638) (12,575,283) Proceeds from sale of investments 10.656.112 10,988,255 Purchases of property and equipment ( 2,792,697) ( 164,357) Proceeds from sale of property and equipment 2.410,5 291.929 Net cash used by investing activities ( 275.678) ( 1, Cash flows from financing activities Repayments on note receivable 24.802 260,120 Repayments on notes payable ( 176,817) ( 173,620) Net increase in parish deposits 2,217.038 365,733 Net decrease in loans to parishes 379.827 790.894. Net cash provided by financing activities 2.444.850 1.243.I27 Net increase (decrease) in cash 1,461.144 ( 1,183,309) Cash at beginning of year 2.415.674 3. 598.983 Cash at end of year S 3.876.818 2 415 674 Supplemental disclosure of cash flow information Cash paid during the year for interest The accompanying notes are an integral part of these financial statements. -4- S 578.789 553 980 DIOCESAN ADNUNISOI VE OFFICES OF THE ROMAN CATHOLIC CHURCH IN THE STATE OFHAWAII NOTES TO FINANCIAL STATEMENTS JUNE 30, 1998 AND 1997 NOTE 1 - ORGANIZATION, SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES AND USE OF ESTIMATES Organization The Diocesan Administrative Offices of the Roman Catholic Church in the State of Hawaii (Diocesan Adminisrative Offices) conduct programs which include ministering the faith. care and training of priests, religious education, public information, social services and a cooperative investment and lending program for the benefit of the parishes of the Roman Catholic Diocese of Honolulu (Diocese). The accompanying financial statements include the assets, Liabilities, net assets and financial activity under the direct control of the Diocesan Administrative Offices; those of the individual parishes, schools, and other organintions which are not fiscally responsible to the Diocesan Administrative Offices have been excluded. Cash and cash equivalent For the purposes of the statements of cash flows, the Organization considers all highly liquid debt securities purchased with a maturity of three months or Is to be cash equivalents. Investments Investments in marketable securities are stated at fair value. Ira= in charitable trusts For the year ended June 30, 1997, the Organization adopted the provisions of the American Institute of Certified Public Accountants Audit and Accounting Guide "Not- For -Profit Organizations" (Guide). In accordance with the provisions of the Guide, the Organization has recorded an asset and a corresponding donation for the present value of estimated benefits to be received in the future under the terms of certain irrevocable trusts. The effect of the Guide on the Organization's change in net assets for the year ended June 30, 1997 was an increase of $6,000,000. Inventory Inventory cohsists of donated food items. Donations of inventory are recorded at estimated fair value at time of donation. Land, building and equipment Land, building and equipment are stated at cost or fair market value at date of donation where such information is available. Acquisitions prior to June 30, 1991 for which such historical information is not available are stated at recent appraisals or property tax valuations as of June 30, 1991. Buildings and equipment are depreciated under the straight -line basis over the estimated useful lives of the assets. Sunport and revenue Contributions received are recorded as unrestricted, temporarily restricted, or permanently restricted support depending on the existence and/or name of any donor restrictions. Donor restricted contributions are required to be reported as temporarily restricted support and are then reclassified to unrestricted net assets upon fulfillment of the donor restriction. DIOCESAN AD MINATIVE OFFICES OF THE ROMAN CATHOLIC CHURCH IN THE STATE OF HAWAII NOTES TO FINANCIAL STATEMENTS - continued JUNE 30, 1998 AND 1997 NOTE 5 - INTERESTS IN CHARITABLE TRUSTS Certain donors have established irrevocable trusts which give the Diocese interest in the trust assets at specified dates after the death of the trusts' income beneficiaries. The terms of certain of the trusts also specify the Diocese as an income beneficiary. The account "Interests in charitable trusts" in the accompanying statements of financial position represents the present value of the estimated future cash receipts and asset distributions to be received by the Diocesan Administrative Offices, assuming a discount rate of 7.5%. NOTE 6 -LAND, BUILDING AND EQUIPMENT At June 30 1998 and 1997, land, building and equipment consisted of the following: 1998 Land 5 99,169 _295 99,293,493 Building 8,399,669 5,634,822 Equipment 609.946 622 702 108.178,910 105,551,017 Less accumulated depreciation 2. 949.042 2.764.979 Included in the above is the following property leased (as lessor) under operating leases and other rental agr Land Depreciation expense for years ended June 30, 1998 and 1997 consisted of the following: Depreciation on buildings and equipment stated at historical cost -7- $ 105.229.868 102.786.038 1998 1997 $ 7.625.000 7.168.000 1998 s 25,363 1997 1997 25,363 Depreciation on buildings stated at other than historical cost 195.033 197 706 .5 2 20.396 223,069 DIOCESAN ADMINAIVE OFFICES OF THE ROMAN CATHOLIC CHURCH IN THE STATE OF HAWAII NOTES TO FINANCIAL STATEMENTS - continued JUNE 30, 1998 AND 1997 NOTE 7- NOTES PAYABLE At June 30, 1998 and 1997, notes payable consisted of the following: 7.5% notes payable to a nust; secured by real property; require quarterly interest payments and aggregate annual principal payments of $103,846 to July 31, 2000 7.5% notes payable to a trust; secured by real property; require aggregate quarterly payments of $33.094 including interest to July 31, 2000 Year ending June 30, 1999 $ 182,000 2000 1,733.000 2001 17,000 2002 I7,000 2003 17,000 - 8 - J998 1997 $ 122 1,325,925 969.542 1,025.683 Non- interest bearing note payable to a U.S. government agency; secured by real property; requires semi - annual payments of $16,830 to June 30, 2007 142.284 159.114- $ 2 .333.905 2 The non - interest bearing note payable is stated at the gross amount of payments to be made over the life of the note; the difference between this amount and the obligation balance discounted for imputed interest is not significant. Aggregate maturities of notes payable for each of the rive years succeeding June 30, 1998 are as follows: Interest expense on notes payable for the years ended June 30 1998 and 1997 were approximately $172,000 and 2183.000, respectively. The Dioc Administrative Offices have lines of credit with banks which provide for borrowings of up to $1,000,000 at the bank base rate. There were no outstanding borrowings under those lines at June 30, 1998 and 1997. Under the terms of a line of credit agreement the Diocesan Administrative Offices are required to maintain working capital of not Tess than $5,000,000 and a net worth of not less than $10,000,000. DIOCESAN ADMINIS IVE OFFICES OF THE ROMAN CATHOLIC CHURCH IN THE STATE OF HAWAII NOTES TO FINANCIAL. STATEMENTS - continued JUNE 30. 1998 AND 1997 NOTE 8 - ASSETS HELD FOR OTHERS NOTE 10- RETIREMENT PLANS Present value of accumulated plan benefits Plan assets available for benefits -9- At June 30, 1998 and 1997, asses held for others by the Organization as truster and fiscal agent consisted of the following: 19 1997 Cash $ 40_.2.197 422,832 Land 776 000 776.000 S 1 178 197 1.198.832 NOTE 9 - NET ASSETS Temporarily restricted net assets consist primarily of amounts available for the following purposes: 1998 1997 Religious personnel development $ 112.605 205.551 Social services 121.073 46,804 Pastoral services 76.369 72,003 Communications 9.661 10,698 S 319.708 335. 056 The Diocesan Administrative Offices provide retirement benefits covering suba.ruually all lay employees under a defined benefit pension plan administered by the Roman Catholic Church in the State of Hawaii. The benefits are based on each employee's years of credited service, and the average of the highest 60 consecutive months of the final 10 years. An employee becomes fully vested upon completion of 5 years of qualifying service. Contributions to the plan by the Diocesan Administrative Offices for the years ended June30, 1998 and 1997 were approximately 5183.000 and 5165,000, resp Data concerning the actuarial present value of plan benefits and assets available for benefits related to the Diocesan Administrative Offices is not available since such determinations are made on a plan-wide basis and. not for individual participating departments. Information relating to the Roman Catholic Church in the State of Hawaii pension plan as a whole at June 30, 1998 and 1997, is as follows: 1998 1997 Vested 5 1,321,638 1,118,716 Nonvested 526.880 488.337 $ 1,848.18 1 5 1.395.385 1.153. DIOCESAN ADMINISLITIVE OFFICES OF THE ROMAN CATHOLIC CHURCH IN THE STATE OF HAWAII NOTES TO FINANCIAL STATEMENTS - continued JUNE 30, 1998 AND 1997 NOTE 10 - RETIREMENT PLANS - continued Plan assets Accumulated postretirement benefit obligation in excess of plan assets Unrecognized net gain Accrued postretirement benefit obligation - 1 - The Diocesan Administrative Offices provide retirement benefits for priests under a defined benefit retirement plan administered by the Roman Catholic Church in the State of Hawaii. The plan provides for a fixed benefit amount ($1,275 per month as of June 30, 1998) at age 70. Retirement benefit payments by the Diocesan Administrative Offices, net of contributions received from other departments, amounted to approximately 5127,000 and S107,000 for the years ended June 30, 1998 and 1997, respectively. Data concerning the actuarial present value of plan benefits and assets available related to the Diocesan Administrative Offices is not available since such determinations are made on a plan-wide basis and not for individual participating deparmtents. Information relating to the priests' retirement plan of the Roman Catholic Church in the State of Hawaii as a whole at June 30. 1998 and 1997 is as follows: 1998 1997 Present value of accumulated plan benefits Vested $ 2,502,387 2 299,525 Nonvested 90.199 83.510 S 2,592,586 2.383,035 Plan assets available for benefits $ 2.248.917 1.894.422 NOTE 11 - POSTRETIREMENT BENEFITS OTHER THAN PENSIONS The Diocesan Administrative Offices provide certain health care and insurance benefits for retired lay employees and for retired Diocesan priests. The following sets forth the plan's funded status reconciled to the amount shown in the statements of financial position at June 30, 1998 and 1997: 1998 1997 Accumulated postretirement benefit obligation Retirees $ 756,672 856,241 Fully eligible active plan participants 856,532 845,463 Other active plan participants 35.784 54.674 1,648,988 1,756,378 1,648,988 1,756,378 336.749 87.257 5 1 85737 1,112135 DIOCESAN ADMINZVE OFFICES OF THE ROMAN CATHOLIC CHURCH IN THE STATE OF HAWAII NOTES TO FINANCIAL STATEMENTS - continued JUNE 30, 1998 AND 1997 NOTE 12 - LEASES NOTE 11 - POSTRETIItEMENT BENEFITS 01 HER THAN PENSIONS - continued Net periodic postretirement cost for the years ended June 30. 1998 and 1997 included the following components: Service cost - benefits attributed to service during the period S 51,109 48,499 Interest cost on accumulated postretirement benefit obligation 115,046 130,102 Net amortization and deferral (24.053) ( 6.233) Net periodic postretirement benefit cost S 142.102 172 368 For measurement purposes, a 5% annual increase in the cost of covered benefits was assumed. The cost trend rate assumption has a significant effect on the amounts reported. To illustrate, increasing the assumed cost trend rate by 1% each year would increase the accumulated postretirement benefit obligation as of June 30, 1998 by S256.971, and the aggregate of the service and interest cost components of net periodic postretirement cost for the year then ended by 531,134. The weighted - average discount rates used in determining the accumulated postretirement benefit obligation at June 30, 1998 and 1997 were 7.5% and 8%, respectively. The Diocesan Administrative Offices lease (as lessor) certain real properties under noncancellable operating leases that expire at various dates to 2044. The terms of certain of the leases include provisions for contingent rentals based on a percentage of sales or revenue. The following is a schedule of minimum future rentals due under these leases: Year endinv June 30 1999 $ 386,000 2000 317,000 2001 319,000 2002 335,000 2003 334,000 Thereafter 12.000.000 5 13. 1098 1 Rental income for the years ended June 30, 1998 and 1997, included contingent rental of approximately 521,000 and 532,000, respectively. 1 DIOCESAN ADMINIS ' VE OFFICES OF THE ROMAN CATHOLIC CHURCH IN THE STATE OF HAWAII NOTES TO FINANCIAL STATEMENTS - continued JUNE 30, 1998 AND 1997 NOTE 13 - RELATED PARTY TRANSACTIONS An assessment is collected from the parishes of the Diocese to provide support for the operating costs of the Diocesan Administrative Offices. The deposit and loan fund receives deposits from parishes of the Diocese which are made available for loans to parishes. For the years ended June 30, 1998 and 1997, the interest rate on loans was 7%. Loans receivable are due in various monthly installments, and mature at various dates. For the years ended June 30, 1998 and 1997, the interest rate on parish deposits was 4%. Interest expense on parish deposits for the years ended June 30, 1998 and 1997 was approximately S404,000 and S365,000, respectively. At June 30, 1998 and 1997, payable to affiliates included S -0- and S155.000, respectively, due to an affiliated nonprofit corporation, which accrues interest at the rate earned by certain of that corporation's investments (4% at June 30, 1998 and 1997). Interest expense on the amount due to affiliate for the years ended June 30, 1998 and 1997, were approximately S3,000 and S6.000, respectively. The Diocesan Administrative Offices have made certain real properties available for the use of an affiliated nonprofit corporation without charge. The fair value of the use of these properties, estimated at S239,000 for the years ended June 30, 1998 and 1997, have been reflected in the financial statements as rental income and program services expense. During the years ended June 30, 1998 and 1997, the Diocesan Administrative Offices waived interest due an loans to certain parishes of approximately S221,000 and S182,000, respectiveiy, this amount has been reflected in the financial statements as interest income and program services expense. The Diocesan Administrative Offices are the guarantor of a S600,000 line of credit extended by a bank to an affiliated school of the Diocese. Othertransactions with affiliates for the years ended June 30, 1998 and 1997 were as follows: Financial assistance to parishes, schools and other affiliates Service fee revenue from affiliates NOTE 14 —FAIR VALUE OF FINANCIAL INSTRUMENTS The Diocesan Administrative Offices have a number of financial instruments, none of which are held for trading purposes. Management estimates that the fair value of all financial instruments at June 30, 1998 and 1997 did not differ materially from their aggregate carrying values in the accompanying statements of financial position. The estimated fair value amounts have been determined by using available market information and appropriate valuation methodologies. - 12 - 1998 1997 S 704.000 564.000 S 173.000 176.000 • DIOCFSAN AD OFFICES OF THE ROMAN CATHOLIC CH IN THE STATE OF HAWAII NOTES TO FINANCIAL STATEMENTS - continued JUNE 30, 1998 AND 1997 NOTE 15 - CONTINGENCIES A claim was made against a parish of the Diocese alleging wrongful termination of an employee. No suit has been filed, and the matter has been tendered to an insurance company for coverage. However, the ultimate outcome of this claim is unknown at the present time. Accordingly, no provision for any liability to the Diocesan Administrative Offices that might result has been made in the accompanying financial statements. NOTE 16 - YEAR 2000 ISSUE Like other organisations and individuals around the world, the Diocesan Administrative Offices could be adversely affected if the computer systems it uses and those used by significant third parties do not properly process and calculate date - related information and data. This is commonly known as the "Year 2000 (Y2K) issue." Management is assessing its computer systems and business processes and intends to initiate actions to address the Y2K needs identified. Management is also assessing the actions being taken by significant third parties that interface with the Diocesan Administrative Offices; such as, financial institutions and brokerage firms. The failure of a timeiy completion of all necessary procedures could have a material adverse effect on the Diocesan Administrative Offices' operations. - 13 - r DIOCESAN ADMIIVISVE OFFICES OF THE ROMAN CATHOLIC CH IN THE STATE OF HAWAII SCHEDULE 1 - STATEMENTS OF FINANCIAL POSITION FOR HAWAII ISLAND FOOD BANK JUNE 30, 1998 AND 1997 ASSETS Cash 5 81,499 9,774 Due from affiliates 21,053 31.053 Program services fees receivable 15,731 17,685 Inventory of donated food items 54.618 93,971 Fixed assets, net of accumulated depreciation I3 =5 9.241 Total assets LIABILITIES Due to affiliates 5 4 7 815 Total Iiabilities 4 7/ 7.815 NET ASSETS Unrestricted 181904 153 909 Total liabilities and net assets 5 186.126 161.724 - 14 - 1998 1997 5 186.126 161.724 a DIOCFSAN AD OFFICES OF THE ROMAN CATHOLIC CH IN THE STATE OF HAWAII SCHEDULE 2 - STATEMENTS OF ACTIVITY FOR HAWAHISLAND FOOD BANK YEARS ENDED JUNE 30, 1998 AND 1997 Support and revemre Grant from governmem agencies S- 38,498 38,077 Grants from foundations and trusts 51.549 50.254 Other cash donations 13.340 8,451 Noncash donations Donated food 2.235.563 1,937.121 Equipment use 2_3.000 Program service fees 131,276 98,536 Special events 104,045 55,258 Interest 219 2 .214 Other 19.852 26.462 2 .594.342 2 239.373 Expenses Program services 2,522.119 2,223,389 Supporting services Management and general 28.661 27,145 Fundraising 15.567 2 1.323 2.566.347 2,271.857 Increase (decrease) in nerassers 27.995 ( 32.484) Net assets At beginning of year 153.909 186,393 At end of year S 181 904 153 909 - 15 - 1998 1997 s DIOCESAN ADMINISAIVE OFFICES OF ' E ROMAN CATHOLIC CH IN THE STATE OF HAWAII SCHEDULE 3 - STATEMENTS OF FUNCTIONAL EXPENSES FOR HAWAII ISLAND FOOD BANK YEAR ENDED JUNE 30, 1998 (With Comparative Totals for the year ended June 30, 1997) Payroll and related expenses Food Facilities Depreciation Vehicles and equipment Administranve and office Special events Other Supporting Services Program Management Services and General Fundraising $ 133,177 16,000 2 ,275,149 66,657 1,880 1,074 11,264 - 25,118 11,587 1,131 7.743 $ 2,5 Management expense as a percentage of total expenses Fundraising expense as a percentage of total expenses Supporting services expense as percentage of total expenses - 16 - 15.567 28.661 15.567 1998 149,177 2,275,149 66,657 2 ,954 11,264 36,705 16,698 7.743 1.12% 0.60% 1.72% Totals 1997 142,385 1.968,869 57,502 14,717 32,653 27,091 22.071 6.569 2.566.347 2271 857 1.19% 0.94% 2.13% ROMAN CATHOLIC CHURCH IN THE STATE OF HAWAII Business Office of the Roman Catholic Diocese of Honolulu 1184 Bishop St.. Honolulu. Hawaii 96813 -2858 • Phone: (808) 533 -1791 / Fax. (808) 521 -8428 November 24, 1999 • • To Whom It May Concern: Office for Social Ministry operates as a department of the Roman Catholic Church in the State of Hawaii and qualifies as a tax exempt public charity. The Roman Catholic Church in the State of Hawaii is tax exempt under code section 501(c)(3) and qualifies as public charity under code section 501(a)(1). Churches which are formed and operated under these code sections are not required to prepare and file form 990 with the Internal Revenue Service unless they have unrelated business income. Please call me at (808) 533 -1791 should any questions arise with respect to the above. Sincerely, Roman Catholic Church in the State of Hawaii Brian S. Ajifu, Accounting Manager • • = STATES Office of the General Counsel co \FERE \CE 3211 4th Street N.E. Washington. DC 20017 -1194 (2021541 -3300 FAX (2021541 -3337 TELEX 7400424 IMPORTANT GROUP Rill ING INFORMATION FOR THE INFORMATION OF: Most Reverend Archbishops and Bishops, Diocesan Attomeys and Fiscal Managers, and State Conference Directors SUBJECT: 1999 Group Ruling FROM: Mark E. Chopko, General Counsel `` (Staff: Deirdre Dessingue Halloran( Associate General Counsel) (1 June 25, 1999 Enclosed is a copy of the Group Ruling issued on June 3, 1999 by the Internal Revenue Service ( "IRS "), with respect to the federal tax status of Catholic organizations listed in the 1999 edition of the Official Catholic Directory ( "OCD"?. As explained in greater detail below, this ruling is important for establishing: the exemption of such organizations from: (a) federal income tax; (b) federal unemployment tax (but see ¶5 of "Explanation" below); and (2) the deductibility, for federal income, gift and estate tax purposes, of contributions to such organizations. The 1999 Group Ruling is the latest in a series that began with the original determination of March 25, 1946. In the 1946 document, the Treasury Department affirmed the exemption from federal income tax of all Catholic institutions listed in the OCD for that year. Each year since 1946, in a separate letter, the 1946 ruling has been extended to cover the institutions listed in the current OCD. The language of these rulings has remained relatively unchanged, except to reflect intervening modifications in the Internal Revenue Code ( "Code "). The 1999 Group Ruling is consistent with the 1998 ruling. The 1999 OCD reflects certain changes that have been made in USCC's administration of the group exemption. Catholic organizations with independent IRS exemption determination letters are listed in the 1999 OCD with an asterisk ( *), which is explained at page A -13 and indicates that such organizations are DQI covered by the Group Ruling. Annual group rulings clarify important tax consequences for Catholic institutions listed in the OCD, and should be retained for ready reference. Rulings from earlier years are important to establish the tax consequences of transactions that occurred during those years. A copy of the Group Ruling may also be found on the USCG website of www.nccbuscc.org /ogc. EXPLANATION • • Responsibilities under Group Ruling. Diocesan officials who compile OCD information for transmittal to the OCD publisher are responsible for the accuracy of such information. This means that they must ensure that only qualified organizations are listed, that organizations that cease to qualify are deleted promptly, and that qualified, newly- created organizations are listed as soon as possible. The current legal and procedural requirements for inclusion in the Group Ruling and OCD, as well as the application form, are contained in the OGC Memo dated January 13, 1995. If you need a copy of this document, please contact OGC. 1. . - ,• • .. • „ - • - . . • . - The latest ruling reaffirms the exemption from federal income tax under section 501(c)(3) of the Code of "the agencies and instrumentalities and educational, charitable, and religious institutions operated, supervised or controlled by or in connection with the Roman Catholic Church in the United States, its territories or possessions appearing in the Official Catholic Directory for 1999" (with the exception of organizations noted with an asterisk and foreign organizations). 2. Federal Ex is Tax s. Inclusion in the Group Ruling has no effect on an organization's liability for federal excise taxes. Exemption from these taxes is very limited. Please refer to your attorney any questions you may have about excise taxes. 3. State /1 Kcal Taxes Inclusion in the Group Ruling does not automatically establish an organization's exemption from state or local income, sales or property taxes. Typically, separate exemptions must be obtained from the appropriate state or local tax authorities in order to qualify for any applicable exemptions. Please refer to your attorney any questions you may have about state or local tax exemptions. 4. Deductibility of Contributions. The Group Ruling assures donors that contributions to the institutions listed in the 1999 OCD and covered by the Group Ruling are deductible for federal income, gift, and estate tax purposes (See OGC Memo dated December 21, 1993 conceming substantiation and disclosure requirements applicable to contributions over $250 and quid pro quo contributions over $75 respectively.) 5. Unempl yment Tax The Group Ruling establishes exemption from federal unemployment tax only. Individual states may impose unemployment tax on organizations included in the Group Ruling, even though they are exempt from the federal tax. Please refer to your attorney any questions you may have about state unemployment tax. 6. Social Security Tax. All section 501(c)(3) organizations, including churches, are required to pay taxes under the Federal Insurance Contributions Act (FICA) for each employee who is paid 5100 or more in a calendar year v Services performed by diocesan priests in the Section 3121(w) of the Code permits certain church - related organizations to make an irrevocable election to avoid payment of FICA taxes, but only if such organizations are npnnserf for religious reasons to payment of social security taxes. -2- • exercise of their ministry are not considered "employment" for FICA (Social Security) purposes," and FiCA should not be withheld from their salaries. For Social Security purposes, diocesan priests are subject to self - employment tax ( "SECA ") on their salaries as well as on the value of meals and housing or housing allowances provided to them! Neither FICA nor income tax withholding is required on compensation paid to members of religious institutes who are subject to vows of poverty and obedience and are employed by organizations included in the Official Catholic Directory? 7. Form 990 All organizations included in the CCD must file Form 990, Retum of Organization Exempt from Income Tax, unless they are eligible for a mandatory or discretionary exception. There is no automatic exemption from the Form 990 filing requirement simply because an organization is listed in the OCD. Organizations required to file Form 990 must do so by the 15th day of the fifth month after the close of their fiscal year? Among the organizations nat required to file Form 990 under section 6033 of the Code are: churches; integrated auxiliaries of churches the exclusively religious activities of religious orders; schools below college level affiliated with a church or operated by a religious order; organizations with gross receipts normally not in excess of $25,000; and certain church - affiliated organizations that finance, fund or manage church assets, or maintain church retirement insurance programs, and organizations controlled by religious orders that finance, fund or manage assets used for a 3 s 6 • • I.R.C. § 3121(b)(8)(A). I.R.C. § 1402(a)(8). Rev. Rut 77 -290, 1977-2 C.B. 26. The penalty for failure to file the Form 990 is S20 for each day the failure continues, up to a maximum of 310,000 or 5 percent of the organization's gross receipts, whichever is less. However, organizations with annual gross receipts in excess of 51 million are subject to penalties of 5100 per day, up to a maximum of 550,000. I.R.C. § 6652(c)(1)(A). LR. § 6033(a)(2)(A)(i); Treas. Reg. § 1.6033 -2(h). Effective December 20, 1995, the internal support test formerly contained in Rev. Proc. 86-23, 1986 -1 C.B. 564, is the sole test for determining whether an organization qualifies as an integrated auxiliary of a church. To qualify, an organization must be described in section 501(c)(3), quality as other than a private foundation, be affiliated with a church, and qualify as intemally supported. An organization will be considered internally supported unless it both: (1) Offers admissions, goods, services, or facilities for sale, other than on an incidental basis, to the general public (except goods, services, or facilities sold at a nominal charge or substantially below cost) and (2) normally receives more than 50 percent of its support from a combination of govemmental sources; public solicitation of contributions (such as through a community fund drive); and receipts from the sale of admissions, goods, performance of services, or fumishing of facilities in activities that are not unrelated trades or businesses. Announcement 82 -88, 1982 -251. R.B. 23. -3- exclusively religious activities.e Organizations that are required to file Form 990 must upon request make a copy of the form and its schedules and attachments (other than contributor lists) available for public inspection during regular business hours at the organization's principal office and at any regional or district offices having three or more employees. Form 990 for a particular year must be made available for a three year period beginning with the due date of the retum' In addition, effective June 8, 1999, organizations that file Form 990 must comply with written or in- person requests for copies of the Form 990. The organization may impose no charge other than a reasonable fee to cover copying and mailing costs. If requested, copies of the Form 990 for the past three years must be provided. In- person requests must be satisfied on the same day. Written requests must be satisfied within 30 days." 8. Rfvemtf Prnceriure 75 -50. Rev. Proc. 75 -50 sets forth notice, publication, and recordkeeping requirements' regarding racially nondiscriminatory policies that must be complied with by private schools, including church - related schools, as a condition of establishing and maintaining exempt status under section 501(c)(3) of the Code. Under Rev. Proc. 75 -50 private schools are required to file an annual certification of racial nondiscrimination with the IRS. For private schools not required to file Form 990, the annual certification must be filed on Form 5578, Annual Certification of Racial Nondiscrimination for a Private School Exempt from Federal Income Tax. This form may be obtained from your local IRS office. Form 5578 must be filed by the 15th day of the fifth month following the dose of the fiscal year. Form 5578 may be filed individually or by the diocese on behalf of all its diocesan schools. The requirements of Rev. Proc. 75 -50 remain in effect and must be complied with by all schools listed in the OCD. Diocesan or school officials should insure that the requirements of Rev. Proc. 75 -50 are met since failure to do so could jeopardize the exempt status of the school and, in the case of a school operated by a church, the exempt status of the church itself. 9 10 Rev. Proc. 96-10, 1996 -1 C.B. 577. The penalty for failure to permit public inspection of the Form 990 is $20 for each day during which such failure continues, up to a maximum of S10,000. i.R.C. § 6652(c)(1)(C). I.R.C. § 6104(d). Generally, a copy of an organization's exemption application and supporting documents must also be provided on the same basis. However, since Catholic organizations covered under the Group Ruling did not tile exemption applications with iRS, nor did USCG, organizations covered under the Group Ruling should respond to requests for public inspection and wntten or in- person requests for copies by providing a copy of the page of the current OCD on which they are listed. If a covered organization does not have a copy of the current OCD, it has two weeks within which to make it available for inspection and to comply with in- person requests for copies. Written requests must be satisfied within the general time limits. For more information on the section 6104(d) requirements, see OGC Memo dated May 18, 1999. 1975 -2 C.B. 587. -4- • r 4 $ • • 9. 1 nhhvirta Activities. Organizations included in the OCD may lobby for changes in the law, provided such lobbying is not more than an insubstantial part of their total activities. Attempts to influence legislation both directly and through grassroots lobbying are subject to this restriction. The term "lobbying" includes activities in support of or in opposition to referenda, constitutional amendments, and similar ballot initiatives. There is no distinction between lobbying activity that is related to an organization's exempt purposes and lobbying that is not. There is no fixed percentage that constitutes a safe harbor for "insubstantial" lobbying. Please refer to your attorney any questions you may have about permissible lobbying activities. 10. Political Activities Organizations included in the Group Ruling may not participate or intervene in any political campaign on behalf of or in opposition to any candidate for public office. Violation of the prohibition against political activity can jeopardize the organization's tax- exempt status. In addition to revoking exempt status, IRS may also impose excise taxes on an exempt organization and its managers on account of political expenditures. Where there has been a flagrant violation, IRS has authority to seek an injunction against the exempt organization and immediate assessment of taxes due. If you have any questions in this regard, please refer them to your attorney. (Sae OGC Memo dated February 14, 1996). 11. Private Frnmdatinn_Statits The latest Group Ruling affirms that organizations included in the OCD are nrt private foundations under section 509(a) of the Code. However, the Group Ruling does not identify the subsection of section 509(a) under which a particular organization is covered. Organizations must determine for themselves whether they qualify for such status under the provisions of section 509(a)(1), (2)(2) or (a)(3). Newly- created or newly - affiliated organizations must establish that they are uQ.t private foundations as a condition of inclusion in the Group Ruling and OCD. 12. Group Fxemption Number The group exemption number assigned to USCC is 928 or 0928. This number must be included on each Form 990, Form 990 -T, and Form 5578 required to be filed by any organization exempt under the Group Ruling.'" We recommend against using the group exemption number on Form SS-4, Request for Employer Identification Number, because in the past this has resulted in IRS including USCG as part of the organization's name when it enters the organization in its database. If you have questions conceming the Group Ruling or this memorandum, please contact Deirdre Dessingue Halloran at 202- 541 -3300 or by e-mail at dhalloran @nccbuscc.org. Enclosure =' IRS has expressed concern about organizations covered under the Group Ruling that fail to include the group exemption number, 0928, on their Form 990 filings, particularly the initial filing. -5- GEORGIA- DELAWARE•ILLINOIS•KANSAS;NORTII CAROLINA- OREGON;NEBRASl 4TUCKY O 1 s 0 4HAWAII- WASHINGTON •VIRGINIA - VERMONT WYOMING•OH i' x A I SVSNVI3RIV4UNV1A21VW•VIO)IVQ VUVAIN (o -ALABAMA-COLORADO-ARIZONA-MAINE NEW HAMPSHIRE•NEWJERSEY•NEW MEXICO-CONNECTICUT-FLORIDA- MASS ACHUSETTS INDIANA• OKLAHOMA- RHODE ISLAND - MONTANA' cr.i I Q Q UISIANA-WISCONSIN • TENNESSEE -IDAHO rn rn o i fl +41111:11 rill „HIM t rn s 1 �r 0 4..4 cce ,,,..=b-- , g E i > 7/6111 IN- a: .,•= 0 P4 C: H1.HOS•VNl1OMYD HIHOS- VINVAlASNNJd- VIONIA H121ON NIIOA A13N•VINID}IIA 1. SEM- I2 1HOSSIW• IddISSISSIW- VlOSJNNIW- NV9lIfIW•VIN11OHIlYJ • Date: June 3, 1999 Dear Ms Halloran: Internal Revenue Service District Director Ms. Deirdre Halloran Associate General Counsel United States Catholic Conference 321 4 Street, N.E. Washington, D.C. 20018 -1194 Department of the Treasury P. 0. Box 2508 Cincinnati, off 45201 Person to Contact: Myrna Huber #31 -01141 Telephone Number: 877- 829 -5500 FAX Number: 513 -684 -5937 ECEEVED JUN -s es� JUN - 9 1999 In a ruling dated March 25, 1946, we held that the agencies and instrumentalities and all educational, charitable and religious insti tutions operated, supervised, or controlled by or in connection with the Roman Catholic Church in the United States, its territories or possessions appearing in The Official Cath011c- Dirorrorp 1946, are entitled to exemption from federal income tax under the Provisions of section 101(6) of the Internal Revenue Code of 1939, which corresponds to section 501(c)(3) of the 1986 Code. This ruling has been updated annually to cover the activities added to or deleted from the Directory. The Official Catholic Directory for 1999 shows the names and addresses of all agencies and instrumentalities and all educational, charitable, anc religious institutions operated by the Roman Catholic Church in the United States, its territories and possessions in existence at the time the Directory was published. It is understood that each of these is a non- profit organization, that no part of the net earnings thereof inures to the benefit of any individual, that no substantial part of their acti vities is for promotion of legislation, and that none are private foundations under section 509(a) of the Code. Based on all information submitted, we conclude that the agencies and instrumentalities and educational, charitable, and religious institutions operated, supervised, or controlled by or in connection with the Roman Catholic Church in the United States, its territories or possessions appearing in The Official Catholic Directory for 1999 are exempt from federal income tax under section 501(c) (3) of the Code. Donors may deduct contributions to the agencies, instrumentalities and institutions referred to above, as provided by section 170 of the Code. Bequests, legacies, devises, transfers or gifts to them or for their use are deductible for federal estate and gift tax purposes under sections 1055, 2106, and 2522 of the Code. Ms. Deirdre Halloran • -2- Beginning January 1, 1984, unless specifically excepted, you and your subordinates must pay tax under the Federal Insurance Contributions Act (Social Security taxes) for each employee who is pay $100 or more in a calendar year. You and your subordinates are not liable for the tax under the Federal Unemployment Tax Act (FUTA). By May 31, 2000, please send three copies of The Official Catholic Di- ectory for 2000 to the IRS EPO /E0 Division in Cincinnati, one copy to the IRS EP/E0 Divisions in Baltimore, Brooklyn, Dallas, and Los Angeles, and three copies to the IRS National Headquarters. The conditions concerning the retention of your group exemption as set forth in our previous determination letter of August 17, 1983, remain in full force and effect. Sincerely, art- r . 1. s q .1 � i ! 4S d." 4 •L -, ti .y t / a :. . :�:.r R .. • • :o Lt's -k. e C. Ashley Bu± and District Director • Most Reverend JOSEPH A. FERRARIO, D.D. Personnel Bishop Retired Bishops Pnns: Diocesan Active in Diocese . Pnesu: Active Outside Diocese ?nests: Retired- Sick or Absent Number of Diocesan Pnesu ... ... Religious Priests in Diocese Exten Pnesu to Diocese .... . Oninattons: Diocesan Pness Transitional Deacons .... . ... Permanent Deacons in Diocese Tool Brothers Total Sisters ?anthem Pankow With Resident Pastor. Resident Diocesan Pnesu Resident Religious Pnests Without Resident Pastor Admaucered by Pnesu . Administered by Deacons Missions ... .... Professional Ministry Personnel. Brothers ... .......... ... Sisters Lay Ministers Retired Bishop of Honolulu: ordained May 19, 1951; appointed Titular Bebop of Ouse and Auxiliary Novem- ber 8. 1977; ordained Bishop January 13. 1978; succeeded us See June 25, 1982; retired Octooer 12. 1993. Mailing Adbtss. Catholic Chancery Office. 1184 Bishop Sc, Honolulu, HI, 96813.2858. 26 48 180 40 26 Former Prtlasn --Very Rev. A1LVS BACHEtoT. SS.CC., Pref. Apoat. died Dec 5, 1837. -Very Rev Low MAIGRED, SS.CC.. Pref. AposL till 1844. -Rt Rev. VINcnc Fzxiu t DU9a!r , SS.CC., resigned before be was consecrated.-Rt. Rev. Louis MAIGner, SS.CC., Titular Bishop of Anthu; cons. at San - uago. Oct. 31, 1847; dud June 11. 1882.-Rt. R.v, HEIWA. KoECImIAnn, SS.CC., Titular Bishop of Olba. cons. at San Francisco Aug. 21. 1881; did Feb. 18, 1892. -Rt. R.V. Gutsy ae Rarer, SS.CC., Titular Bishop c(Panopolis; cons. at San Francisco, Sept 25. 1892; dud Jan. 3, 1903. -Rt Rev. LIBERT H. Bornie a SS CC , Titular Bishop of Zeugma; cons. at San Franaaco, July 25,1903; did May 13. 1926. - Moat Rev. STEPHEN P. AIENCASTRE. SS.CC., Titular Bishop ofAnbuaus; cons. at Las Angeles. Aug. 24, 1924; did Nov 9, 1940. - Most Rev. JAMES 507 Diocese of Honolulu (Dioecesis Horofuluensu) Moat Reverend FRANCIS B. DD.ORFNZO, D.D., S.T.D. Bishop of Honolulu: ordained May 18, 1968, appointed Titular Bishop of Tips and Auxiliary Bishop of Scran- ton January 26, 1988; consecrated Maras 8. 1988; appointed Apostolic Administrator October 12. 1993; succeeded to See November 29. 1994. Mailing Address: Chancery Office, 1184 Bishop St., Honolulu. HL 96813. Fax 808537.1860. Chancery Office: 1184 Bishop St_ Honolulu, HI, 96813. TeL 808. 5334791; Far 808 - 521-8428. Web sin address: www.pono.net E -mail address: bishop@pono.nct STATISTICAL OVERVIEW Welfare 1 Catholic Hospitals 1 Total Assisted 38 Health Care Centers 12 Tool Assisted 19 Homes for the Aged 69 Total Assisted 78 Day Care and Extended Day Care 1 Centers Total Assisted 1 Speaalired Homes 1 Total Assisted Speaal Centers for Social Services ... Tbtal Assisted Rostdenual Can of Duaaled ... . Total Assisted 66 Other lnsutuuons Total Assisted Educational Diocesan Students in Other Semmanes Total Semiaanans 1 Colleges and Universities . . 34 Total Students ... High Schools, Diocesan and Pansh ... . 2 Taal Students . 14 High Schools. Pnvate .. . . 39 Total Students Elementary Schools. Diocesan and 2 Parish 23 361.523 Total Students 6.613 5 Elementary Schools. Pnvate 3 38.856 Total Students 1,390 2 CateebesodRLltgiuus Educauon: 31.814 High School Students 2,052 Elementary Students 7576 Total Students Under Catholic lnstro:non 23.150 Teachers in the Diocese: Brothers 12 Sisters 80 Lay Teachers 603 Vital Statistics Receptions mto the Church; Infant Baptism Tbtals 3.^,98 Adult Baptism Tbtals 356 Received into Full Communion 401 First Communions 2.508 1 Confirmations 1.360 1 Mamages: 1 Catholic 566 2.114 Interfssth 307 3 Totd Marriages 873 1.169 Deaths 1,637 5 Total Catholic Population 236688 2,775 Total Population 1,186.602 3 195 1 204 2 31.814 1 717 82 5= J. SwErom D.D.. ord. June 20,1925; apps May 20, 1941; cons. at San Francisco, July 25. 1941; died June 19. 1968. -Most Rev. JOHN J. ScwuN. D.D., Reared Bishop of Honolulu; old June 22. 1930; succeeded to see March 6. 1968; retired June 30, 1981; did Jan. 31. 1997 -Mast Rev. Jesuit A. Fffitaaalo. D.D.. Bound Bishop of Honolulu; oM. May 19, 1951; succeeded to sae June 25, 1982; round Oet. 12, 1993. Vicar Genenul _.Very Rev. John F. BOON, S.M, V.G. Moderator of the Cuno -Very Rev Jona F. Baum, S.M. Chancery Offce -1184 Bishop St., Honolulu. 96813- 2858. 711: 808-333 -1791; Fax 808521 -8428. Office Hours: 8-4 Mon.-Fn. Chancellor -Rev. Msgr. RAYMOND NISHIGAYA. J.C.L Corporate Title: The Roman Catholic Church In The State OfHawau. Compnses all of the Hawaiian Islands. The Hawaiian Islands were annexed as a 'Rmtory of the United States in 1898. Hawaii became the SOth State of the Union on August 21, 1959. Square Miles 6.435. In 1826. s Prefecture- Apostolic was erected for the Hawaiian Wands, then called Sandwich Islands, and entrusted to the Fathers of the Sacred Hearts o(Jesus and Mary (Picpusl. The Very Rev AL CS BACHao 'r. SS.CC., was the first Prefect - Apostolic. He arrived with his companions at Honolulu on the 7th ofJuly, 1827 In 1844. the islands were erected a Vicenata. Diocese erected Sept 10, 1941. For legal atlas of parishes and diocesan inmmfuuons, consult the Chancery Office. Thbuna/ -1184 Bishop St., Honolulu, 96813 -2858 Tel: 808 - 533.1791; Fax: 808-521-8428. Office Hours: Mon.-Fn 84. Judicial Vicar -Very Rev. JOSEPH A- GRMALDI, J.C.L Promoter of Justice -Rev. Magr. RAYMOND NISHIaAYA. J.C.L Defender of the Band - Rev. Msgr. RAYMOND NtSHt- GAYA. J.C.L Defender of the Bond Ad Hot Caw= Doeotwy WM. M.M.. J C.L Judges -iW. JOSEPH Buuosln, 111. SS.CC.. J.C1_- Very Rev. JOSEPH GitaudnI. J.C.L. Rave. ROBERT PannS, 0.F.MCap.. J.D.; Rohm RABUSA. S.T.B.: Mariana Loon, SS.CC.. S.T.L; Sr. GRACE Dolt- wrier Lat. M.M., J.C.L Notaries and Seeman., to the Thbuna/ -KATHY Sterna; CATHERINE WONO. HONOLULU CHON) 508 THOLIC CHURCH TN THE U.S. lirar for Clergy -Rev. Msgr. ALAN NAGA. Dsoceaan Theologian -Rev. Mac AIZUNDER S.T.D Adm:ntstranve Council -Most Rev, FRANCIS X DILORENxO, D.D.. S.T.D.; Rev. Magr. ALAN NAGAI: Rev, Joau F. BoL.IN. S.M., V.G. Bishop's Adentnuaanue Advisory Council -Rev. JOHN F. BOLIN. S.M. V.G.: Rev. Msgr. Taller= WA- TANABE; WILLIAM BURTON; PATRICIA 3 TbssEY. College of Consultors - Revs JAMES BERRY. JOHN F. BOLIN, S.M.. V.G.: GORDIAN CAE/Al THOMAS GROSS. RAYMOND MALLEY.. S.M.. MICHAEL- DA'h0N, O.F.M.C•p.: HALBERT WEIDNER. C,D., Rev MS TtERENCE WATANABE. Finance Commuter -Most Rev. FRANCS X. DLLoRExZO, D.D.: Rev. Magr. TERRENCE WATANABE Rev, JOHN F BOLIN. S.N., V.G.; ALFRED FERNANDES, REGINALD MALDONADO, LETITIA QUERY: ROBERT BRUCE GRA- HAM: ROBERT HASTINGS; JAMS SEVERSON; PHTLLS SHEA: EUGENE TfWANAJ, JOHN Thum. JR; LENORA WE: N DB W aA Mawr: VENTuaA Jrte= W'AT t. Dea- con, RONALD CHoo. Auditor. Planning and Building Commission -Rev. JOHN F Bo- tiN, S.M., V.G., Cnm.; Rev. Msgr. TERRENCE WA. TANABE: GARY BATCH2LER; WILLIAM BURTON; Rev GARY COLTON: MICHAEL DART„ Sr MART LANCE. SJLF.: Luc YAMAHA. MARK LIVELY; WATER YOSHIM. SsU. Ms PAT SCLLtvAN Te icar for Ethnic Ministnes --3r GRACE DOROTHY LIM. 11.11.. J C Chinese Mimsrn - Rev. ALOYSICS Lot', M.A, Coord. Jaaamc•Mtnutr. -Rev, FRANEU NAi:AGAwA Coord. Fhrno Minutr_v - Sr GRACE DOROTHY LIM, KM. D:r H :nano Mmutr_y -Rev JAMES MCFADDEN. Cooed Korean. Ministry JOHN KANG, Coard Samoan Mtnisir_. -Sr. SExousaniA K_rc. S.S1S.M.. Coors. Tonga.: Mimsrr.. -Rev MAR1s1 PALEP.C. SS.CC„ Coor'. Vietnamese Ministry -Rev: VINCENT KM': NGUYEN. COMM. Business Office-1184 Bishop St., Honcitdu, 96813. 2358. 1b1: 806 - 533 -1791. Fax: 808-521-8428. Office Hours: Mon -Fn. 8 Business Manager - WILLIAM L. BURTON. JILL Diocesan OClces and Directors A._hit'ut - Rev. Msgr, RAYMOND NISHICAYA. J.C.L Censor Likorvm -Rev, MARL R. ALEXANDER S.T.D. Chars Forane -Rev HALBERT WEIDNER C.O., East Honolulu: Rev. Msg;. TERRENL WATANABE. West Honolulu. Rev MICF= DALTON, 0.F.SLCao.. Lee- ward: Rev. 'Noma GRoss. Windward: Rev. JAMES BERRY% Hawaii Lsiand. Rev. GORDIAN CARVALNO, Kauai: Rev. RAYMOND \CALL= 3 \1 Maui Presoyueral Council - Revs. MARC AI• ANGER S.T.D.. JAMES BERRY. ANTHONY BOLGER. JOHN R BOLIN, 3. ML. V.G.; KoNELIO Foram : GORDIAN CARVALHo. ErJA= ETUALE: TNOMA.S GROSS: MICHAEL HILL. 0.F.1 .. DENNIS KOSHKO. RAYMOND M.ALLEY S,M.. MICPtt DALTON, 0S.M.Ca:., ROBERT PHELPS, 0.F.M.Cae.. GARY SECOR, Rev. 1Lsgr TZRRENCE LVA- TANABE. Revs. HALBERT WEIDNER C.O,; RANDALLL Rocn£ S.J. Panmd Council- CATHERINE WONG. Contact. Tel' 608- 533.1791, Delegate of the Bishop for Religous BEATRICE TOM. OS.F. .4ssoetau Delegate of the Bishop for Rei:gious -Br: THOMAS SPRING, 5.11 Priest Retirement Board -Rev. JOHN F. BOLIN. S.M., V,C., Corr..: Revs. DANIEL DEVER. CLARENCE FISHER. Rev Msr, ALAN NAGAI. Rev. ROMEO RABUSA: Rev. Magi TERRENCE WATANABE, Revs JOSEPH GRIM - NBI. J.C.L. JAMES BERRY Hawaii Catholic Herald -1184 Bishop SL Honolulu. 96813. Tel: 808523 -1791, Fax: 808-521-8428. Most Rev, FRANCS X. DILoRENZO, Publisher. PATRICE DOWNts. Editor. Saint Stephen Diocesan Center -6301 Pali Hwy.. Ko- neohe, 9667445298. 741: 808.263 -8844: Fax: 808.261- 70 Office Hours: Mon.-Fn., 6-4 (HST); GENE PO11DOt Admin. Religious Education- Ext. 341 Sr. KATHLLN MARIE Santos, CSJ„ Dir Servant Leadership Education Program -Sr. KATH- LEEN MARIE SHLELDS, C.SJ.. Dir. Hawaii Catholic Conference- Ext. 342. Most Rev, FRANCS X DILoRn'Zo; ERROL J CHRISTIAN, Program Dir., PATRICK DowNES, JEROME E. RAUEK- HoRST, ANA ROBAL. Sr. BEATRICE 7DM, O.S.F.. Dr. Sur WEBstu. RAPER Hawaii CotholicSchoois -- Ext. 364. CARMEN Harts. Supt., /QUIRE WONG. Assoc. Supt. Oahu Spool Muustn- Ex: 334. LEFSAMMA PALA- sorro, Dir. Office of Clergy Ex:. 330. Rev, Msgr. ALAN NAGAI. Vicar for Clergy; Rev. GARY SECO& AasL Ar. for Clergy & Vocations Dir.; WALTER H. Yo5HISC75C. Episcopal Liaison to Deacon Community Clergy Personnel Board -Rev. Msgr. ALAN NAGAI. Lam. Members: Very Rev. JOHN F. BOLIN, 5 N., VG., Revs. GARY SECOR; Rorer O FALETO:, CLARENCE FISHER, ROUND PACUDAN. Very Rev JOSEPH GRIMALDI. J.C.L.: Rev. Msgr. RAYMOND NISHIGAYA: Deaeon LAUREN WONG Comminee for Senior Priests-Very Rev. JOSEPH A. GRIMALDI. Cam. Members Rev Msgr. DANIEL DENVER, Rev. Msgr BERNARD EIICMEIER. Revs. JAMES BERRY. ANTHONY BOLGER, JOSEPH CAF - ROLL; CLARENCE FISHER: DENNIS KoSNKO. ROMEO RABL'SA, TERRENCE WATANABE. Ex Officio: Rev. Msgr. ALAN NAGAI; Very Rev JOHN BOuN Pnesdv Life and Ministry - Rev, HALBERT WEIDNER C.O.. Cn::. Memoen: Revs. MARC ALEXANDER S.T,D, GORDIAN CARVALHO, Rev, Msgr. BERNARD EIEMEIER. Revs CLMENCE FISHER, HERMAN Goo, 35.20., JovEN JUNIO. 11.5., ANDREW MANETIA O.F.M.Cap.: Rollo RABCSA, ROBERT Permanent Deacon Deacon Formation- Coordtnatars Dea- con WILLIAM MCPEEx: FLORENCE MCPEEK. Ex: 229. Members: Sr. DAVILYN AHCHICx, 0.5.F.; Deacon ERNES, CARLBOM: DONNA CARLBOM, Deacon PATRICK CONSTANTINO, CORA CONSTAN- TINO: VIVIAN DECAIRES, Rev CLAR£NCE FISHER, MARY HUGHES, Deacons GEORGE KAGEMIRO, SIDNEYTow/ISLET, WALTER YOsrn?.crsu: Fait= YOSH Deacon Council -Deacon LAUREN WONG. Pres Office of Development -Mr. ROBERT J. SIILnat.:.. Ed.D.. Ext. 323 Dioceser. Development Commtuee -JoAV BioxsoN. CHARLES HOCKEN, JOHN BROGAN, Cbm. ROBERT BRUCE GRAHAM: STANLEY HONG, JON THD.MrS HUNTER; Mr. DAVID HOULE: Mrs. LARRY JOHNSON Office of the Diocesan T eoloman -Ext, 342. Rev MARC R. ALEIANDER S.T.D. Commission Mean. hers: Rev, ROMEO RABUs& PE.L., M.S,E.V1. DAVr Cm_MAN, MA.: Revs. JosEPH GRIMALDI. M.A. J.C.L., HALE= WEIDNER- C.O.. 11_ .. D.Pbl. Er GRETCHEN GILROY. 0.5.F., Ms CELESTE O'BRiza. M.A. Rel. Ed„ M.A. Ed. Adman. Office for the Welcoming Pansh -Ex :. 333. SHARON CHIARUCC.. Coord Office of Worship-. Ext. 325. Sr, MARY LANCE, S.H F.. Dir Diocesan Liturgical Commission -Revs. ROMEO RABL'SA, JOHN BERGER. ROSE BEITO, BARBARA IsoDA. Sr MARY LANCE. S.3. F., Sr. JERO.Ac PENS. 0.5.8.. ROBERT MONDOY. MITU PAPA - YOANOU: 115. CORA RAWUNS, Ms. LINDA MACNC, 51 HELENE WOOD, 35.0C. Respect Life Office -Ex:. 322- Deacon GEORGE TttoR=. Dc. Natural Family Planning -TED BORN: HOLLY Bon Hosmta1 Mtnistr -Rev. PALE Siena. Din, 1717 Ala Wax Blvd #1806 Honolulu, 96815. Other Diocesan Offiers- Aposdeship of the Sea -379.D Keolu Dr, Kailua, 96734. Tel: 608 - 262 -54r- Rev. JOHN G. Nrwros, Port Cbap Campaign for Human Development -3300 Ala Lou: - an: S:., Honolulu, 96818. Tel 808- 839 -1876. Rev Msgr. TERRENCE WATANABE. Mgr. Members: ROB- ERT ACRES: 5n RosrrA ARANITA. C.SJ., Deacon, RICHARD PORT: SHARON CHIARUCCI: ANNE CHIF- CHASE. JUNE HA.SHIMOTO; ROBIN LEONG; KAREN TAGUCHI. Catholic Chanties -250 .5. Vineyard St., Honolulu. 96813.2495. Tel 808.537.6321; Fax: 808522- 8773. JEROME E RAL'CKHORT, Din, Ex:. 301. Board of Trustees -Most Rev. FRANCIS X. DIIoRENTC D.D.. Pres.; Very Rev. JOHN F. BOLIN. S.M., VG.. Wt 4.zAut BURTON: ROSE DOMONDON. GINO GA/3R10. WILLIAM PowEt.. Board of Drreetors - Most Rev FRANCIS X DILoRrnxo, D.D.. Pres., WILLIAM PowELi_ 'hens CLIFF CSCO, Cam.: SANDRA OHLARA. Chm. ELK:, CATHY SannucHI, lice Cbm., SHARON WEINER. Sec; Very Rev. JOHN F. BOLIN. S.11., V.G.: DAVID BnLO, MARY Lou BROGAN; WILLIAat BURTON, BRANDT FARMS; GINO L GABRIO. Rev. CLARENCE L FISHER: WLLLLA.M GILARDY; Rev. CLYDE GUER- REIRO. 55.0C.: MAruAtenA LOPE^: Rev. RAYMOND MALLEY, S.M.; Lu hARAFC : MICHAEL TI1LVIS, ROBERT Tbnc, MICHAEL PEUUNG. ALEX SAN- TIAGO. Rev. Magr. TERRENCE WATANABE. Sr. ALICIA DAMIEN LAu; KENT KEITH; Mai 1A- GAOAY: PAULINE VENTURA JIM WALSH. Catholic Chances Community Services -Moms 1ASUDA, Exec. Dm, Ext. 317. Catholic Chanties Elderly Services -2745 Pali Hwy.. Honolulu. 96817. Tel: 808- 595.0077; Fax: 808-595.0811. STELLA WONG. Exec. Dir, Catholic Chanties Family Services -200 N. Yne• yard Blvd. Ste. 200. Honolulu, 96817 Tel 808-536-1794. Fax: 808599 -6761. ANA RosAL, Exec. Dir. Catholic Chanties Immigration Services -712 N, School St.. Honolulu, 96817. Tel: 808. 531.5233, Fax: 808-231 -1970. Sr. EARNEST CHUNG. M.M., Exec. Dir.. Ext. 308. Atna Xupao '0 Mails -Most Rev FR,v:c,s X LORLVO D,D,. Pns Hospital D : ALm 1]I ]Alo . Wm Blvd. 11806, Bono- lulu. 96815. Tel: 808. 941 -4979. Rev. PAUL SMITH, Dir Leadership Association of Religious Congregations.- 2324 Omdo Lr.., Honolulu, 96819. 5r. H,':ARIA DAWAL, S.H.F., Coor'. Office for Social Ministry -140 B Holomua SL, Hilo, 96720. Tel. 806-921.-3050, Fax. 808. 93543794 CAROL IGNACIO. Diocesan Dir Hoc Aims 0 Makono -.84 -766 Lohatno St.. Wo. lane, 96792 Tel. 808 - 695.9730, 0,01 COCgUIO. 1167. Worse n's Prison Mmurn- Vaesn :, B Oenu Branch -6301 Pali Hwy., Kaneohe, 96744- 5298. LEEUMMA PALAZOTTO. Mau: County Branch -95 Maholan: St., W'aauku, 96793 Tel: 608-244 -8106. Fax. 805- 244.8106 5r. ROSELANl ENOMOTO, C.S.L, Dir, Hawaii Island Branch -CAROL IGNACID, Dir Carea•Van- CATHIE HAWKINS. Dir. Catholic Relief Seruices -CAROL IGNACID. Di: Hawaii Island Food Bank -CAROL IGNACIO, Dir. Mobile Health Care Van -CAROL IGNACIO. Dir. Bunop's Advisory Board for Persons with Disabdines - IWIE TAMASHIRO, D,r. Boards and Commissions-- Bishop's Advisory Board fa-Person-swan Disabutiey- Memoers: Rev. 1IARC P- LaANDER STD.: LAN/EP CORPLZ- AY.'DAN: SHARON CHIARUCC. Sr. ROBELAN; ENOMOTO, CS.J.. JUDY CABMTING. Sr. MART LANCE, S.H.R. Sr. KATHLEEN Maix SHIELDS. C.SJ.: JOHN MAKER; LINDA DEVERA; CARMEN HIMENES, Deacon JOHN SCHUSTER. VALERIE YOSHIKAWA. CAROL IGNACIO. Staff Rep., PATRICIA TO_EY, Biseop's Rep Diocesan Board of Conciliation GRACE DOROTHY LIM, M.N.. Dir.: Rev. Msgr. DAME: DEv EP. Ex Officio. Members' L' PABCEDE. Dr. PHI. BOHNERT, ROBERT GILKEY. RONALD I.ELI. Rev ROBERT Px_ =s, O,:.M.Cap., ROBERT BRUCE GRAHAM Counsel. Diocesan Board of Education-Most Rev. FRAhas .l DtLORENZO, D.D., Pres.: Sr. JOHN Jost°x GaL :- GAN, C.S.J., Cam.; Dr. LESLIE CORREA, EC-D. Members: Sr. DAVILYN AHCHICR. 0.5.F.. Dr. Riau - s' NE AL'; Rev. JOHN F BOLIN, S.N.. V.G., JOSEPH CARDo7A: MARLENE DECOSTA. Ms. ROENA AL£e. ALDER. JEAN FLYNN, VICKI GAYNOR: Revs. CLYDE GLT_RREIRO, 53.20.: THOMAS GROSS: CLARENCE GUERREIRO: Sr. JOAN OF ARC SOLTA, Deacon JOSEPH BORGES. D:. EDWARD KLEIN; CAROL SOUZA: Dr. MARIANNE Au: MICHAEL WEA IR, CAROL W=. Dr.5TEPHEN W00 Mfaui iconate School Board--Bro. JAMi DODS. 5.111, Pres. ns. Members: JOSEPH AJ4DREWS, Dr ALFRED ARENSDORF; Deacon JOSEPH N , Jr. SEPA CARDOZA Rev. GARY COLTON, J .vICE lcx DAATS, ELL. GIAMOYRIS; KATHERINE HL'SI.A, Rev, RAY. MONO M.ALLEY, 3-M.: JOSEPH RICHARD; DEBBIE WRIGHT, Associate Members: ISSAC B.VICANTA: Sr. MATTHEW BRAZIL, D,P., WINONA MARTINET Ecumenical Commission - Rev, Msgr. DANIEL DEVEtt. Rev CLARENCE FISHER. Mrs. MITSU PAPAYOANOC. Svnod 2000 - Rev. ROMEO RABUSA; 5r. HELENE WOOD, SS.CC., Deacon WALLACE MSC:, Mrs GwEN. DOLYN Mitsui, Women's Concenu Committee- Co- Cbatrs: EVE'YN CHAR. CATHY AOOR Lay Associations - Aposdesmp of Prayer -91 -1298 Renton P4.. Ewa. 96706. TM: 808 - 661-2701. Fax; 606 - 681 -5192. Rev ELI CARTER Dir. Beginning Expemmce•Hawaii -Rev, Spiritual Dir. Catholic Committee on Scouting - 130 Onua Ave., Honolulu, 96815. MI. 808- 923 -7024: Fax. 608 -92- 4086. Rev, THOMAS CHOO, 35.00. Catholic Daughters of America -2124 Pauoa Rd., Honolulu, 96813. Tel: 80B- 531 -6960. Rev. Max CONSALVI. 53.00.. Cbap Catholic Women's Guild-1511 Nuuanu Ave, Prance Tower 30, Honolulu, 96817.3758. Tel' 806524. 4385. Rev. FRANCS PETERSON, Cbap. Chinese Catholic Club-4470 Alnkoo SL. Honolulu, 96821. T41. 806.734 -0396. Rev. ALOYSIUI Lac. Spintual Dir Confraternity of Our Lady of Mt. Carmel -P0 Box 219. Nana. 96813. Tel. 808-248-3030. Rev. PAUL ZsGERs, 35.00. Confraternity of the Alma Holy Rosary -1524 Welkin St., Honolulu. 96822. Tel. 808 -548 -4613. Deacon ANDREW GERAKAS, Pns. f 4 HONOLULU (HON) Ewa Beach. Our Lady of Perpetual Help (1969). Rev Robert Phelps, O.F.M.Cep. In cis.. Revs Andrew Mantua. O.F.M.Cap.; Erwin M. DelaCrux. M.S. Res., 91.1004 North Rd.. 96706.2796. Tel: 808.689. 8681; Fax: 808-689-4829. School-91 -1010 North Rd.. 96706. Tel: 808-689. 0474: Fax: 808489.4847. Mr. Dennis Sasaki, Pnn Lay Teachers 9; Students 174. Catechesiss /Religious Programs -Tel: 808489. 8563. Jansse Akins. D.R.E. Students 265. Kanuku. 5t. Roth (1928) (Filipino- Hawaiian), Rev Sydney Fernandes. Res., P.O. Box 295, 96731. Tel: 808.2935026, Fax 806.293 -1737. ICEM) Gauchesu /Religious Programs - Students 102. Mssnon- Punaluu, St Joachim, (1917) P.O. Box 295, 96731. Tel: 808. 293.8590. Kailua. 5t. Anthony (1923), Rev. Dennis Koshko; Mrs Maxine Pollock, Pastoral Assoc.; Deacon Clarence DeCaires. In res., Rev. Msgr Marvin 5armanc Res.. 114 Makawao 5.., 96734. Tel: 808.266, Fax- 808 - 266.2=9 School -148 Makawao St., 96734. TeL 808.261. 3331; Fax: 806 - 2633516. Mr. Gary Mari, Pnn Sisten 1, Lay Teachers 22, Students 334. CatechesisI&hgious Programs -Tel. 808.266. _21. D.R.E.. Mrs. Kansas Alin; Mn. Pam Anui. Students 250. St Jonn Vianney (1962), Rev Thomas L Gross; Deacons Lauren S.F Wong Walter H. Yoshsmiuu. In res.. Rev. Msgr. Aran Naga:. Res.. 920 Keolu Dr., 96734. Tel: 808.262 -8317, Far 808- 262 -8317. Schoo1-940 Keolu Dr.. 96734 TER' 808. 2614651; Far 808 - 263.0505. Mr. Michael Chu. Pnn. Lay Teachere 20; Staff 9: Students 279. Caseciusu /Religious Pngnms -Manes Brasher, D.R.E. Students 166. Kaneohe. SL Ann (1841), Revs. Clarence L Guerret t, 55.03.: Bertram Lock. SS.CC Res., 46-129 Haiku Rd., 96744. ThI' 808 - 247 -3092 Fax: 80 8=5 -0717. lCE347 School and Eariv Learning Center - 46-125 Haiku Rd.. 96744. Tel: 808. 247 -3492 (School): 247.3324 (Eariv Learning Center). Sr. Anne Clare DeCosta. 55.03.. Zhr. Educ.,'Ibh 808- 225 -5682. Mn. L Dann ^.e Kauhane. Pna. (Scnool); Mrs. Frances Vasquez, Pnn. (Early Leaning Center) Sisters 1. Lay Teachers 31; Students 436 Cazechesis /Religious Programs -Tel. 806 -235- 5682 Students 231. M1a.takiie. St. Jude (1963). Rev. Roland Pacudan. Res.. 92 -104 Leneapa Way, Ewa Beach. 96707. Tel: 606- 6724669; Fax: 806 - 6723779. Catechesis /Religious Programs- -Cann Arlenna, D.R.E. Students 296. Mililani Town. 5t. John Apostle and 'Evangelist (1969). Rev Nathan Memo, S.T.L.: Karen L Lee. Pastoral Assoc; Deacon Wally Mitsui. In res., Rev. Thomas B Killacaey. MM Res.. 95370 Kuahelant Ave., 96789. TeL 808423- 2332; Fax: 806423-.1286 Ss John Catlin/so Preschool - Cannella Prose. Pnn.. TEL 808423 - 7231. Catechests/Religsous Programs -Tel: 608 -6.^3- 3661. Sandra Beltran. D.R.E. Students 482 Nanakuli, St Rita (1963) (Hawaiian), Res Alapar Kin. C.S.P. Res., 89-318 Farnngton Hwy., 96792 Tei: 806.668- 7833; Fax: 806 - 666 -7716. Cauchesis /Religious Programs -Tel: 808-632. 5259 Cathy Agor. D.R.Z. Students 75. Pear: City, Our Lady of Good Counsel (1956), Revs. Daniel J. McNichol, Roberto Barron, Deacon Tho- mas Miyashiro. Res., /525 W aimeno Home Rd., 96782. TEL 808455- 3012: Fax: 806456-9443. (CEM) School -1530 Hoolana 5t., 96762. TEL 808455- 4523: Fax: 806 - 4555587. Mrs. Cindy Olaso, Pnn. Lay Teachers 16, Students 303. Catechess /Religious Programs -Ms. leilans Asun- cspn. D.R.E. Students 345. Rectory- 1530 02 Hoolana St, 96782 Tel: 808455- 9039 Wahiawa, Our Lady of Sorrows (1929), Ray. Clarence L Funer, Deacons Ben)amm A Awana: George Kaye- hire. Rea.. 1403 -A California Ave.. 96786 -2595. 'T61: 808 - 6215109, Fax: 808422-5073. Schoo1-16.1: 808-621 -8951: Fax: 808. 6214951. Mra Deborah Bea, Pnn. Lay Teachers 11; Students 173. Casechema /Religious Programs-Mrs. Janice Van. name, D.R.E. Students 162. - 510 CATHOLIC CHURCH IN THE U,S, Wasaltu, St. Michael (1853), Revs. Albert Garcia, SS.CC.. Amens Deaner.. 55.33. Res.. 67-390 Goodale Ave., 96791. Tel: 808837- 4040; Fax: 808-637-4287. School- -67.340 Haona St., 96791. Tel' 806 -637. 7772: Fax: 808- 637 -7722 Sr. William Mane Elemkt, 0.5.F.. Pnn. & D.R.E. Sisten 3. Lay Teachers 18; Students 243. Catechems /Religious Programs - Students 198 Convent -T41: 802-637.7772; Fax: 806 - 637.77 22_ Sisten 3. Musson - Waimea Bay, S5. Peter and Paul. 67 -390 Goodale. 96791. Waienee, Sacred Hear, (1838). Revs. Ralph Chnst-san, MM.; Elias .L Tederous. M.M. Res., 85-786 Old Government Rd., 96792 Tel: 808 - 696. 3773. Far 808 - 696-2242 ICEM) Parssh Outreach-MI: 808-6964746. Cottonton /Religious Programs -Tel. 808 -696- 2242. Students 156. Waikane, Our Lady of Mt. Cannel (1850) (Filipino), Rev. Romeo Rabusa, Admin. Res.. 4642^ Kamehareha Hwy.. Kaneohe, 96744. Tel. 806 - 239 -9269; Far 808 - 2394610. Cauehesu /Re-4sour Pngnms -D.R.L Betty Kam Celeste O'Bnen. Students 47. Waunanalo. 5t. George (1960). Rev. William Macumore. Admin.: Deacon Ernest Carlbom. Ras., 41 -1323 Kalanienaole Hwy., 96795. 1bL' 80E- 259-7188, Far 808 -259 -0169, Gauche= 'Religious Programs-Students 117. Wmnahu. St. Joseph (1940), Revs. Alphonse Larocnelie. MS.: Rene Buaillon, Antonio Qulano, M.S. In res., Rat. Erwin Deia Cruz, MS Ras.. 94.675 Farrington Hwy„ 96797. Tel: 808477- 4276; Fax: 508- 6713215. ICEM) Schoel -Tel: 808 - 6774475; Fax: 808-677-6937. Mus Beverly Sandooal, Pnn. Sisters 2 Lay Teachers 19; Students 384. Gauche= 'Religious Programs -AI & Geralcme Simoanon. D.P. Students 350. Convent -91407 Poowai PL, Ewe Beach. 96706 Tel: 806 - 6814610. Sisters of'S :. Joseph of Carende- let 'Flamm, Resurrection of the Lord (1986). Rev, Ronald J Burke. Mailing Address: 94.1260 Lumikula St.. Wawanu. 96797. Tel: 808- 6764700; Fax: 808-676.4534. Cement= /Religious Aogroms- Felicia K Roo- ton. D.R.E. Students 168. ISLAND OF HAWAII County of Hawaii Hilo. St. Joseph (1919), Revs. Scott Bush: Jahn Berger. Deacons LeRoy Andrews; Harvey Llawaihae, Don. Amer.. Ras., 43 Kapiolani 5t., 96720. TbL 808-935.1465. Far 808 - 969-1665. (337.121 Schoa -1000 Utulani St. 96720. Tbl: 808.925 4935; Fax: 808 -969 -9019 Sr. Grace Michael Souza. O.S.F., Prat (Elementary); Deacon Leroy Andrews, Pnn. (Junior-Senior High School) Franciscan Sisters of Third Order 6, Lay Teachers 35. Students 378. Catechesis/Religious Programs -Tel 808.935. 1202 Barbara Austen, D.RE. Students 203. Convent -440 Kapsolani St., 96720 Teh 808 -925. 1388 Hawi. Sacred Hear. (1926), Rev. Thomas Donnelly, Res.. P.O. Box 220, 96719. Tel: 8088894436, Far 806-8895698 ICEM1 Catechesis/Religious Programs-Tel: 806-889- 5353. Sr. Helen Jathas. D.R.E. Students 170. Messson Haleula. Our Lady of Grace. Honaunau, St Benedict (1899), Rev, Robert Donnelly, M.M. Ras., Box 209, 96726. Tel' 808328-222". Fat 808-3284482. ICEM 51IJC 51 Gauche= / &Agtous Pngnms .-Mar7one Fu)imoto, D.RE Students 67. Mucons- Kaalakakua. P.O. Box 209, 96726. Tel. 808-3234711: Milalii, P.O. Box 209, 96726, Honokaa. Our Lady of Lourdes (1870), Rev. Anastano Poatnno. Mailing Address: P.O. Box 129, 96727. Rea., 455028 Plumena St, 96727. 7bL 808.775- 9591, Fax: 808 - 775 -0591. ICEM 61 Cauehests /Reltgsous Programs- Studenes 172 Mission -Pseudo. 5t. Joseph. Kailue -Kona, St. Michael The Archangel (1840), Rev Jamas A Berry; Jack Ryan.: Deacon John K Shuster. In res., Rev. John B. Stawasz. Ras., 75 5769 Alit Dr.. 96740. MI: 8084267771, Fax: 808 - 326 -7096 ICE M1 4 Catechest /Reitgtous Programs -Rev. Jack Ryan, D.R.E. Students 185 Mssnons- Kalaoa. Holy Rosary, Holualoa, lmmecu. late Concepcion, Kawanut, 5: Paul. Kaoaluu, 5t. Peter. Kamuela, Church of the Annunciation (1965), Rev Racer, F. Wynne. KM.; Deacon William M :Peek. Res.. P.O. Box 301, 96743. 76.): 808. 885 -4196, Fax 808- 8854196 ICEM11 Coucnesis /Religious Programs-TM. 806 -88 :. 1203. Students 103. Mission - Punka, Churh of the Ascension, Pt aka, 96743. Keeukaha, Hilo, Malta Puke'O Kaleni (Mary Gate of Heaven) (1929) (Hawaiian), Rev. George De Costa Res., 226 Desha Ave., 96720. Tel. 806- 935.9338: Far 806.935-3865 Monosson Preschool- Coordinators: Mane Rob- erts, Pnn. & D.RE.; Joseph Camacbo Gauche= /Religious Programs- Students 60. Mountain View, St Theresa (1930). Revs. Edgayo C Bongnanoy, Admm.. Edgar Serrano, (Filipino Mr Res., P.O Box 37, 96771. Tel: 808466.6223, Fax: 806- 968 -6273. ICEM) 31 Cottonton IReligious Programs- Students 144. Murton- Keaau. Holy Ronan'. Naalehu, Sacred Heart (1846), Rev. Sterner. A Macedc 05ce: P.O Box 760. Paoala. 96777. Tel. 808.929 - 474; Fax: 806. 929 -7474. (CDM Catechesis /Religious Programs -lilt 808 -929. 7686. Margone Pedra, D.R.E. Students 40. Pahala. Holy Rosary (1885). Rev. Stepher. A Slacedc Res., P.O. Box 760, 96777. Tel: 806.929 -7474, Far 808- 929. 7 .474. (333,11 Catechsms /Religious Programs -Tel: 806.926. 9054. Mary lbarra, D.R.E. Students 74. Pahoa. Sacred Hear- (1882), Rev. E :vale Ewalt Pastoral Assocs.: Sr. Rosita A-anra, C.S.I.; Sr. Eva Joseph Mesine C 5.3 Rea, P.O. Box 17, 96778. Tel: 808 - 9654202: Fax: 806- 965 -8202. ICEM 21 Catechesis /Religious Programs -Tel. 808.965- 7866. Sr. Eve Josept Mesina. D.R r. Students 137. Papaaloe. 5t Anthony (1926), Deacon Lawrence J. Ignacio. Pastoral Admin. Rea., P.O Box 339, Laupaboehoe, 96813. Tel:' 805962 -6538. ICEM 21 Carechesu /Religious Pogroms -Fax. 808.962. 6538. D.R.E.: Kay Lundberg; Carol Mendes. Students 48. Mtssson -Cokaln. 5t. James. Paoaikou, Immaculate Hear, of Mary (1950), Rev. Robert Senwar-.naupc. Church -P.O. Box 79. 96781. Tel: 808 - 964.1240, 963 -3434, Far 80 2.964-1240 Catechesis /Reltg:ous Programs--Cheryl Gdonc, Students 119. Mission- Honomu, Good Shepherd. ISLAND OF KAUAI County of Kauai Kaiaheo. Holy Cross (1909), Rev. Gordian .1 Cervalho, Jr.; Deacon Dwight Lartomb. Res., 22370 Kaumualii Hwy„ 96741. TEL 808 -232 8011; Fax: 808332 -7749. ICE)f1 • Cauchcros /ReLgsaus Programs-Students 150. Mission- Eleele. Sacred Heart, P.O. Box 487, 96741. Kapea, 5t. Cathenne (1887), Revs. Bruce Lary. 5.M; Dand D, Musso, S.M.; Deacon Donald Waldemar. Res.. 5021 -A Kawaihau Rd., 96746. Tel: 806422. 4804, 882.7900 (Office), Fax: 8064223014. ICEM 21 School-Tel: 8088224212; Fax: 808422.0991. Carol West, Pnn. Susan 4; Lay Tbachen 3; Students 130. HONOLULU Q3ON) 512 THOLIC CHURCH IN THE U.B. INSTITUTIONS LOCATED IN THE DIOCESE [Al COLLEGES AND UNIVERSITIES •HONOIALV. Chamtnade Unmrrnty of Honolulu, 3)40 Wuaae Ave„ 96816. Tel: 805 735 Far. 808- 735-7748. E -mail: cubedmalava,net Web site: www.chammede.edv For a complete listing, refer to the Colleges and Untaenitses section 1B) HIGH SCHOOLS, DIOCESAN AND PAROCHIAL Houothrt.Maryitnali Schools, 1701 Wilder Ave.. 96822. Tel 806. 973 -1770. E -rani!: bakeranths.pvt.kl2h:.us Michael E Baker. Pres., Kathleen W Sbuna- bukuro. Contact Person. Sisters 2: Lay Teachers 102:Stuaents 1.265 R_'LO. 5;. Joseph Junior - Sensor High School. 1000 Ulu - lar.: S:.. 96720, Far 808. 969 -9019. E - tau slnamtn@rnteraac.ne: Deacon LeRoy M Andrews, Prin. Sisters 2. Dea- cons :, Lay Teachers 27, Stuaer:s 211 WAILU6.. S:. Anthony Junior -Senor Htge School, 1618 Lower Main 5 :.. 96793. E -mil: sas@ccmaus.com Wes sae: hoc /twww.aasmaut.orz Bre James Dods, 5.M.. Pnn Brothers 1: Sisters 2: Lay Teachers 28. Stuoents 363 IC) HIGH SCHOOLS. PRIVATE HONOLULU. Dann en Meman& High School. 1401 Hough stung SL, 96817. Tel: 806 -841 -0195 odonneli@damlen.edu Weo sue: www.damteh.edu Con.- eganor. of Chnsuar. B. :hers Legal T7 :le. Congregation of Chnstian Bro:nen ofHawai:, Inc. Bros. Gregory O'Donnell. C.P.C. Pn.. F. Louis Frick. C.F.C.. Community Leaven Brothers 8, Sis- ters 1: Lay Teachers 22. Boys .34. Sacred Hears Academy (Grades PreK /2). 3253 We. talae Ave. 96616 Tel: 605- 7345058. Web site: www.seered.pvt.k12.us Mrs. Berry W ,te. Pnr.. Sisters 5, Lay Teachers 70, Gins :.052: Support Sao, Counselors. Acmimstra- tors 20 S: ror_s School. (Grades 6 -12:. 2707 Pamoa 968= Tel: 806 - 986 -4111. Fax: 508-986-5497. Wet sate: httpJrwww.s:franc:s@s :franca- aahu.org 5r. Joan of Ant Souza, 0.5.F.. Pnn.; Louise Gene:. Contact Person. Sisters 10, Lay Teacners 38, Girls 453. 5:. Francis School. (Grades 9 -11:. (Kauai Campus) 3343 Kanaaolu SL, Lhue, 96768 7e1: 808 -246- 380 Far 806245x680. E - mail: stfraeaiona.net Eawao Shang, Pnn Lay Teachers 6: Students 40. S:. Louts School, 3142 Watalae Ave.. 96816 -1578. Tel. 806729 - 7777: Fax: 808.739 - 1852 E MMJPanante@aal.com Rev Mono J. Panante, 5.M., Pres_ Cha:lams: Revs Jcnr Bolin. S.M.. William O'Connell. 5.51. ?nests 2, Brothers 6. Sisters 1. Lay Teachers 60. Boys 860 MI PRESCHOOL CENTERS HoNoL___. St. Phtlomena Early Learning Center, 3300 Ala Lauren: SL 96818. Tel. 806523 -6080: Fax: 806 - 834 -6868: 808 - 634-3438. Angle .4 Thomas. Pnn. Lay Teachers 20, Students 152. H1o. Hole O iiamal; Montessori Preschool, 226 Desha Ave., 96 6720. Tel: 808-935.9338 Co- Directors: Mane Ropers, Joe Camacho. S:uaents 10. l2ULANI Tows, SL John Catholic Preschool 95-270 Kuanelanl Ave., 96789 Tel: 806-623-7331. Car. tuella Prose. Dir. Total Sat 10. 5:uaen 60. 1E1 GENERAL HOSPITALS HD.NOL•U U. S. Francis Healthcare System of Hawaii. P.G. Bax 30100, 96820 Tel: 808547 -6413 Web site. ww.sfhs.btorg For a complete luting, refer to the Hospitals seeuon 181 SPECIAL ROSPITAL5 AND SANATORIA FOR INVALIDS KA:.ACPAPA, MOLOKAI. Kalaucapa Settlement. 96742 For a complete 4snng, refer to the Special Care Facilities secuon. IC) MONASTERIES AND RESIDENCES OF PRIESTS AND BROTHERS HosoLta1. Congregation of Christian Brothers, 1401 Hougataiong St.. 95817.111: 808 - 835 -2330. Bro. F. Louis Fnck, C.F.C., Supr. Brothers 12 Jesrnt Fathers House, 2727 Pamoa Rd.. 96822 -1838. hi 808- 988.3464. Revs, Randall H. Roche, SJ.. Reg. Sups.. Bernard F. Cassidy. 5.J.: Daniel .1. Sulirvan. 5J.. Joseph E. Specht. 5J. Mananut Communities. Center Mananut Community. 3140 Wasalae Ave.. 96816. Tel: 808 - 765 -2711 Rev. John Bohn, S.M., Dir. Pmts 1; Brothers 9; Total to Residence 10. Mananut Hall Community, 3140 Wesalee Ave.. 96816. 741: 808 - 739-8300; Fax: 806 - 739.8320. Rev Wllham O'Conell, S.ML, Din. Pnesu 2. Brothers 10. Chominade Pohaku Manama Community, 3140 Watalee Ave.. 96816. Tel. 808. 735.4857. Rev. Marto Panante. 5.M., Dir. Pnesu 1: Brothers 3. Waduku Mananut Community. 1627 B Still S:. Wailuku. 96793. Tel' 808-244-4148. Revs. Raymond E. Malley. 5.M., Charles Oyabu, S.51.; Bit. James A Dods. S.M. W'aiehu Mananut Community, 828 Anaho 5.. Walluku. 96793. Tel 808 - 242.6674 Rev. Thomas W Hogan. S.M., Supr.; Bros Raymond L. Dottier. S.ML: Charles J Ehrenfeld, S.M. Maryknoll Fathers House (MM.). Honolulu Society House. 1721 Dole 5:, 96822 Tel 808 - 949.7737 Revs. Charles W. Scnmid:. M.M.; Joseph Machos. M.K. Bre Venard F. Ruane, M.M., Dir.. Annuncia- tion Chur -D, P.O. Bax 301. Kamuela. 96742. Rev. Rover- F Wynne. 51 Sacred Bean Church, 1701 Wilder Ave., 96822. Sacred Hear- Church, 85 -786 Old Government Rd.. Walanee. 96792 Revs Ralph Chnstman, M.M., Elias .1 Tederous. M.M., Sacred Heart Church, P.0 Box 220, Han 96719 Rev. Thomas Donnelly. A1.M., 5t Benedict's Churn. Box 209, 96726. Rev. Robert W. Donnelly. MLML, 5:. John Apostle and Evangelist, 95-370 Kuabelanl Ave., Mihiani. 96789 Rey Thomas B. Kiliacaey, MM.. 5:. John the Baptist. 2224 Omiio Ln., 96819 Rev. James J. McFadden, 2.1.,11. ?nests 2. Brothers 1. Total sn Residence 3, Total Stag 1. KANEOHE. Congregation of the Sacred Hearts of Jesus and Mary (Hawaii Province SS. CC.), P.O. Box 797, 96744. 741. 808 - 2475025 Very Rev Clyde Goer retro, SS.CC.. Prov, Pnesu 35, Brothers 7. Sacred Hearts Center. P.O. Box 787. 96744. 'AI 808- 247:,647 Revs Clyde Guerreiro, SS.CC., Prot: Sark Consa)vt. SS.CC.: Noharno Fernandez, SS.CC.: Heenan Games. 55.03., Edward Popish. SS.CC.. Bros. Charles Kaahanut. 55.30., &chard Kum. 55.CC. S :. Patnck's Monastery. 1124 -A Seventh Ave., Hono- lum, 96816. Tel: 808- 722 -0281. Revs. Gaston Dleu, SS.CC.. Gerard latch:. SS.CC.. Clement Geyser. 55.CC.: Tlmotnv James. SS.CC.. Lawrence Mam- pees, 55 CC.,.AIDer. MBechtelse n. SS CC.. Anthony O'Brien, 55.33.. Raphael Smulders. SS.CC.: Can- nel Vanden Brouae, 55,CC., Alfred Vann. SS.CC.. Stephen Van den Eynde. SS.CC.. Chnstopoer Keahs. SS.CC.. Supr.: lldephanse Kuntz, 55.33.; Bros. James Dunn. 55.CC.. Leo Vendtola, SS.CC.: Patnck Hughes. 55.30. Dominic Stone, 55.00.. George Apo, 55.03 Total m Residence 18, Total Staff 6. Wankon., DAHL•. Benedic8ne Monastery of Hawaii. 67- 290 Farington Hwy., P.O Box 490, 96791. Tel' 808-637-7887. Fax. 808- 637 -8601. Email 'benedicths@sol.eom Benedictine Congregation of Our Lady of Mounts Oliveto. 0.5.3. Revs. Michael Sawyer. OS.8.: limo- thy Orman, 0.5.B.. David Barfknech:. 0S.B.. Supn; Sr. Mary Jo McEnany, 0.5.B.; Bro. Gregory Fort:, 0.S.B. IH) CONVENTS AND RESIDENCES FOR SISTERS HONOLULU. Congregation of the Sacred Hearts and of Perpetual Adoration, 1120 Fifth Ave., 96816 Tel. 806-737-5822: Far 8084360878 Sisters of the Congregauon of the Sacred Hearts of Jesus and Man' of Perpetual Adoration SS.CC Sr. Regan Man' Jenkins, Pres & Prov Supr.. Sr Kathenne Francis Miller. 55.00., Vice Pres.; Sr. Rose Katb- leen Lencnanko, Sec., Sr Anne Clare DeCosta, Auditor. Sr. Mary Josephine Ara)u. Teas.. Sr Re- gina 51. Jenkins, Contact Person, Sisters 9 The following are listings of residences and the number of =ten residing at each Paewalam Community, 45.901A Weilele Rd.. 96744. Tel: 808-247 -3688 Sr. Anne Clare DeCosa, SS.CC.. Contact Person. Slaters 3. Malta o ko Maio Community, 1117 Fourth Ave., 96816. Tel 808-7342046. Sr. Helene Woods.55.00.. Contact Person. Sisters 10 Na Leo Ho'onani Community. 2151 Kauhana SL, 96816. Tel: 808-739- 5566.5r. Irene Barbosa, 85.00.. Contact Person, Sisters 4. Marvknoll Steen of St. Dominic ALAI 125 Amoni SL. Kazin, 967342138 Tel 806 - 261 -0267: Fax: 806 -261 -1262. Sr. Dolores Rosso, KIM., Contact Person The following are listings of residencsa and the number of residing at each: Maryknoll Sisters 2880 Oahu Ave., 96822.1726. Tel: 808.9866540. Sisters 6. Maryknoll Sisters, 125 Amami St. Kailue, 96734- 2138. Tel: 808- 261 -6356 Sisters 2. Maryknoll Staten, 1570 Mokulua Dr.. Kailua, 96734- 2254. 'Pal: 806. 261.1614. Staters 5. Marvknol! Staten, 87.204 Rolomaha PI„ Nenakub, 967923706. 731: 808. 668.1603. 5i8ers 3. Maryknoll Steers. St. Anthony Convent, T02 Nu- hale Rd.. 96819. Tel: 808 - 8415652. Maryknoll Sisters, P.O. Box 996, Pepeekeo, 96763 7e1: 808- 964x032 Sistars 2. S1 Anthony Retreat Center, 2251 Kaltbt 5t. 96819 7e1: 808 - 845-0065. 5:. Francis Convent. 2715 Pamoa Rd.. 968= -1885 Tel: 808 - 988-4432: Fax: 808 - 988.1486. Franciscan Sisters of Syracuse (0.5.F.). Sisters 20. Tae following are listings of residences and the number of sisters residing at each: Mananne Cope Convent, 2102 Liliha S:., 96817. 1642 Tel: 8085361526. Sisters 7 Sacred Hearts Convent. 239 Dickenso,r, St. Laraine. 96761 -1204. 111: 808 - 661 -0163. Sisters 3 Kihei Franciscan, 15 Kulanihaaoi Si_ 10 - C, 1Ghes, 96753 - 8128 Tel: 808.874 - 1029. Sisters 2. 5 :. Elisabeth Convent, Bishop Home and Hospital, Kalaupapa. 96742 -0129. 74L 808 - 567 -6079 Sisters 5:. Joseph Convent, 440 Kaplolani St. Halo, 96720. 3937. Tel: 808- 935 -1388. Sr. Grace Mhcbael Sousa, 0.5.F. Sisters 5 5: Francis Medical Center - Wes:, 5 :. Clare Con. vent. 91 -1048 A'awa Dr.. Ewa Beach, 96706 -3900. 7e1. 808 - 6874420 Sisters 5. 5:. Michael Convent, 67x40 Haona 5:.. Watalua, 96791. 73!: 8085275606: 627 - 7772 Sisters of SL Joseph of Carondeiet CS✓. Hawaii Lice.Prhuenee, 5311 Apo Dr.. 96821 -1829. Tel 806 3 73 -2096, Fax 808x735341 E - mail paienavy@lum.mm Sr. Brenda Lau. C.5J., 'Vice Prot. -The following are lisungs of reeaences and the number of sisters residing at each Carontaiet Commumty, 5311 Apo Dr.. 96821-1829 7e1: 808-373x850. Sisters 2 P'vfe Medaille Community, 2220 E Kaimwa Way x19. 96819 -2711. 74i. 808-847-7807. Sisters 3 Hoomaluh,a Community. 1625 Alaneo 5t., 96317- 2915. Sisters 2. Manablarso Community, 1046 6:h Ave.. 96816.1644. 7e1: 808- 737 -2130. Sisters 3. SL Theresa Communit y, 712 N. School S:., 96817- 3098. 7e1: 80P 521 -3101. Sisters 12. Chns: the King Community, 211 5 Kaulawantne 5t., 96722 -2200. 111: 808 - 877 -0790. Sisters 7 Hale lokepo Community. 54 Kuheeus S•., Waite e, 95793 -9216. Thl: 808-244-8123. Sisters 4 Lolalaha Community. 21 Craigside PI., 468, 96817- 1759, 731: 808.527.92 2 KANEOHE. Cannel of the Holy Trinity (Carmelite Mon - asury), 6301 Pall Hwy:, 967445224. 741: 808 -261- 6542 Order of Discalced Carmelite Nuns of Our Lady of Mount Carmel fO.CD.). Sr. Mary Agnes Tse. O.C.D., Pnoress. Sisters 8. MOUNTAIN VIEW. Sours of the Holy Family, P.O. Box 15. 96771. 741: 808. 968 -6426. WAIPAHU. Dominican Center Hawaii, 94 -1249 Lu- mikuia 5t., 96797. 731: 808 - 676.1452: 845 -2623 E.:wl: rpsadmtn@damsen.edu Sr. 51. Aureisa Sanchez, O.P., Reg Suer Please refer to the following Dansh convents for additional residences' 5:. E!szaoeth. Ales. SL John. Honolulu, 5:. Catherine, Kapaa: 5t. Joseph. Masawao. Sisters 8. Sisters of Chanty of the Blessed Virgin ,Man, 94 -1031 Kaubaht Pl.. Ap:. 07. 96797. 741: 808 - 676.4432. Sr. Joan Madden, Contact Person. 111 MISCELLANEOUS HONOLULU. •Mananist Center of Hawaii, 3140 Wataiee Ave.. 96516. Tel: 806739.4738. Thal Staff 2 Our Lady of the Mystical Bon Chapel. (Oratory) Mananut Center of Hawaii, 3140 Wataiae Ave., . 96616, Far 808-7375518. KANEOHE. Augustine Educational Foundation, 5t. Stephen Diocesan Center, 6301 Pali Hwy., 96744. 741. 806.263-8844. Ext. 336: Far 806 - 261 -7022 Mast Revs. Franca X DiLmenzo, Pres.: Joseph A. Ferran :. D.D., Clam.; Rev Msgr. Daniel J. Dever. See;Anna Ordenstam. Second Vice Pros_ Lawrence S.L. Ching. Tress.; Wendell E Pang, Asst. Teas.: Tbnva Story, Assoc. Admin. Society of Sant Vincent dePoul Social Services Haua- ing Corp.. P.O. Box 5454, 96744. Harold W West - pbalen. Pro. Real Property Personal Property Deductible Additional Protected Person(s) COMMENTS: Form Number A80220 • COUNTY OF HAWAII 25 AUPUNI ST HILO, HI 96720 Dated at OMAHA, NEBRASKA AD THE CATHOLIC MUTUAL RELIEF- SOCIETY 4223 CENTER ST,.OMAHA, NE 68105 CERTIFICATE' OF COVERAGE r r7 \ J V " THE ROMAN CATHOLIC CHURCH IN THE STATE OF HAWAII CHANCERY OFFICE 1184 BISHOP STREET HONOLULU, HI 96313 -2358 Covered Premises: Location /Property OFFICE FOR SOCIAL MINISTRY 140 9 HOLOMUA STREET, HILO, HI 96821 This is to certify that the following coverage is in force issued in the name of: Certificate Number: 3546 Term: 7 /01/99 - 7/01/00 Coinsurance Liability 1,000,000 PER OCCURRENCE Medical Payments Limits (Each person - excluding school students) COVERAGE ONLY EXTENDS TO OFFICE OF SOCIAL MINISTRY PROGRAMS: CARE -A -VAN, MOBILE CARE, AND HAWAII ISLAND FOOD BANK PROJECTS. COVERAGE INCLUDES COUNSELING ERRORS AND OMISSIONS LIABILITY FOR THE MOBILE HEALTH CARE UNIT, BUT DOES NOT EXTEND ANY COVERAGES TO HEALTH CARE (INCLUDING DENTAL) PROFESSIONALS. In the event of cancellation of this coverage the Society will mail notice :hereof to: CHANCERY OFFICE HONOLULU, HI Should any of the above described coverages be cancelled before the expiration mates thereof, the carrier will endeavor to mail 30 days written notice to the certificate holder, but failure to mail such notice will impose no obligation nor liability upon the Society. Unless so designated, this certificate of coverage does not amend, extend, or alter the coverage evidenced by this certificate of coverage and has been issued as a matter of information only. This 1ST Day of DECEMBER 1999 BY I; •• Authorized Representative Remarks PKS- 122(1 -99) • Effective Date of Endorsement Cancellation Date of Endorsement Certificate Holder Location Certificate No 8546 Diocese of Honolulu Honolulu HI County of Hawaii 25 Aupuni St Hilo, HI 96720 ENDORSEMEI i T0 BE ATTACHED TO CERTIFICATE) July 1, 1999 Charge July 1, 2000 of The Catholic Mutual Relief Society Is amencea as follows. SECTION If - ADDITIONAL PROTECTED PERSON(S) It is understooe and agreed that Section 11 - Liability (only with respect to Coverage D - General Liability, Coverage F - Medical Payments to Others and Coverage H - Counseling Errors ana Cmissionsi is amended to m ciude as an Additional Protected Person's) members of the organizations snown in the schedule, but only with respect to their liability for the Protected Person(s) activities or activities they perform on behalf of the Protected Percents) It Is further understood and agreed that coverage extended under this endorsement is limited to ana applies only with respect to liability assumed by contract or agreement; and this extension of coverage shall not enlarge the scope of coverage provided under this certificate or increase the limit of liability thereunder. Unless otherwise agreed by contract or agreement. coverage extended under Mis endorsement to the Additional Protected Person(s) will not precede the effective bate of this certificate of coverage endorsement or extend beyond the cancellation date. Schedule - ADDITIONAL. PROTECTED PERSON(S) Coverage only extends to Office of Social Ministry Programs' Care -A -Van, Mobile Care, and Hawaii Island Food Sank Protects Coverage includes Counseling Errors & Omissions Liability for the Mobile Health Care Unit, but does not extend any coverage to Health Care (including Dental) Professionals L i Credit Aihhonzeg Representative C_ Lk • • 1 0 all tha ;o nre::Cntz .._LT _ Cone,, ., Dear. _e2;S2rer o;. the Terri tors of MZ••rcii,. cczdL Gre Gt'_..'�' the : 14; r :iorarend Lihert. )iibcrt 3ozjn.^aazc, i:;;1O of .C:1,rc, 'rich apostolic. of t:`. ac= CzhoLlc' C____ th iF. t::., territory of 2 T.�{ , rather: Z. ,Llan.t n _...lie 1:::tphca _;_cIlc .strc,. i:.thcr --•. flub:. cri ... *l2 F- V' an'i JO b.`I E. Q atI c:. ..ono._2.c..,. City axd .^_oant;-" of .. -._..— lL'Lit., Tcl:rit::rf oC I., hare f_Le3. i2r the o__.__.. o; _h/_ ro_ u :e•. tte T -i_?t to-7 c .' Tt_ Wit' t.: pc. `_ :cer this Ch_rtor c i..y.e - p rct1on- for th c'._CtLTes ezd their. u:. a.:occaaorc, c.11 eccical.ztic.1. be cer tC :t1te end Inch petition, is ±21 fora t:a i:rec_rtbc•:.. by I. ».. 7 );0.l,. = :. 7_�c; c t`. =�s' c:Ira_.: t:tc the tenor c= pc`ition c:_ . 07 t._C pot7er va:tod. in ce br TC-i and zfith. tha cent of the- COM :7cr of She ` ?crr.itCry coratituto ur_d arpoi.t the raid. :21,3ht Eererc:ld_ Lioort :2,2bart 3be;^t cta, Bichop of 'Long:., Vicar Ape :natio: o'` t' a = ^- at 0 'Jr olic Church in the Territory of li__,i rather it- t'a1cn=i_ _ °atr'rr Stephen'. i.lenczlat_z,- :.thee JZ.- T:. ^c.cbo, Father Itotoititiz. C12a0uEn end .:ahn O''C'or. c4',. c their' aoacclatios' eari. enccccaora to be deter: inc& ca rc7 be pr.o•r_ ;./. • in, the _r..ara::r21' ti.°.e: to- ti cae., a: rori :• tui.L' ..1- o-_: 'eor__cr -tc.; uncle: the m::o. o_' the nc_tsfl Ce.thotic CLsrch', ::r.: the: Terri:or:L` o'' ?a.r .fi,.:anc'_. with all .of' the ridh.ta,. prt.viJeaeer r:d r at" su' and. Sr_r•_ai.tier riilch' not arc- cr brreac'tor rt ;, be. scoured by Ls:r o_ 3_rrc de. her 1 1 to incorpc-ated. ecclesiastical bo:iec and e;:t^c'_s111 pc,zcr .to hc,c s::cccscion in its c __ co_po r_t n..__ and to _„c area, be s_:c i, plead en:: be i pira_ed .SI an ec_rts of the Tort ritcri of ?� -�i1, huci . jrasiadictlo-:; to hcic pn.chzc, convey,. IcaS@, IIarso e.nd otherwise acc and aisr'cca- of real_ rind personal property not exseedin i_. 7.11.le the s::._ of i.Threc :111 i cn at. any o^^_ t'.r.e,• to atuoint stch of:iCer3 as the c.erpcnition or its business fro= the to tine reillir^ to II_ 3,? Laaa nct lnccn_ietent c any for the r_c _c,c Went of its property, el ectic-_ arc. of ter. of c_r^_',. recllations of its a`_f4 lr^. an � - arzfer of its ;rc crt. .. ;here shall EI._,u be a Board of DS@ctcrc of. not loin th =a flirt (5) t_'c_:'arII,, the n - zthcr to _= d:tcrr.i.ci by ths; =J - " L7: d t C. i 1� - rt " e f c - •: 74-- � ant h o o -`�._ , o ic , „_�. a : __sides Secretary 1reeenre and a'11ton, an,) rash eft_Caru.. -a !:'" ee p rorided by the 3y_L.:n£,- prsvad.c`.,- h :tevor, t`—t Catholic 3i.:hap in the rarritcry oi: °_a-G1i sha -. ai;:_ys be President of said corporation., the otr -_ of" ^ rc nat:od - to be ,. chosen. or elected fry time to time- as- provicd by the ,a_L_:rs.- land that for the parp w e of the incorporation rnt to serve at directors and officers thereof until. others __ t d='- elected' or appointed parsae.nt. to the B Las',, the inccrr.or- ators: shall be the Directors and the• fbiiortng r=ed. per con s eha1Z be the officers:. Fresident. Libert Eabort: Boe,;.::ens„ Bishop of PS'e.r :apostolic. at the zones Catholic' Ch'zr.ch- Lt :he T.'erritc_,, of c'sxsli; , . acerpresident„ Ctephon Bleu :aStre;. Secretory, II. Ycicntia Franc'.:.;. Treasurer,. &Lc:alien :rust Ccr.p3ny', Ltnitcd; and. iuditor,. 2atrie_ °t.. Lcduer. There 23:._11 airt_,'s be a. Ccer etary and Treasurer of s-_id corporation on oithcr of whom Cr.rvico of 1:Gal procc: r shall .be deemed to be leGcl aorvico upon the uorporstion.. Tint said, ofiicors shall be rocidcnts o the (-t y of Honolulu,. Territory of a utiii. snd that the Treasurer of the Territory of shall at. all tizoa bo iatt natifi ^_3 of, their names. ani residences. And proviLied further tint no p=ar is granted by th tee arecents' for the said corporation to ii_ve o_ i oar. s %^_r_s o^- c stook. 1.1t T have hcn:3ntu act CI. o Iic,iat sc_1 this /_ (lay of 6i Charter.. 1 hereby consent to the granti3. of' :ho _°ora_,oing j r o r r . su ci - .7 n 7 1 - 11:r= ;22 77: SD :=YZEZ • ;: ittZtL 2 - z - 77..72Z ; n. 2: .7177:727;2, c:2577 r772 . 72; 2; :77 77S n2 71 -2 :T: .;;ljo :; Z2r.T2 77. 2 :7 ; •77B::ar ;0 1 7:77 22; 7149; T777 2: :=7; =cc; 7=7: . 7.TT: T.;:c r7wr 7 1 7 - 2:: 7 V57 T;-S. ;.2 =q; 7 7-....:rq2 7.T ;0 TT, 1:1=t4.7t3 rt.:Cr:7-2'72 7s=?: .77VE :c; =2:12; S3 .10 1- 72 2=s7 7.t.0 277 cTs to Lzo;Tzie qcrago orTc7;..:2 7 o7; ;2 277 zaT7L . 70 is:7L:=Ls-oc 1 vc7T-.7 nn7 12 77.:. ton ri7 7T3 ;o n"C;;Z:G: 47; 7772. r7 ;0 S4a cr.. ;0 7 :722,2;7 7n 77;p ;7R-7 ;0 27.;7124: 27; 7 7 - 4a=7.p v37: -rsz 27; ;2 T7n0 n.27 "peru. z0utto: 3 4 tT 7-775,22:S "4-%. 77: ;7, .:7 Tr.?. flT2 "n7rit:cr, ;2 2;7:43:7,21. ;2:3 . 2n 47i2 .1:71 zo=u0 st 72,2: r:23 7s& "as7F: 7412 . .7;72 - 2ty U7Cd;;_.: 7: 4- 7777a..21 - 7 .17 z7, 477.3:Ast: eq; z :7-E0D,s05.7 ;o i37sTz 7:7E1: :SC= .70 sz" •c_:-..-.-;::::: = 2 ( 1 ( ..t .., : .- Z.0 Can -: 7E: 2"..) :77.:7 cezete:'_ es ELi o :t €T __ CCCrt; by 1E.:, 7.. -72.1.C22 l!7.2 of the. _e_. itor; of Za;;aLi, N::i ch. '_E 11. CU_ ^ti ^. _. ..OL 5f._1 1 ..C_.___1 .: _... '.'_::L _....._.. fi UC ; co_ _a._ C_ pc__.___ __ cC_ L'E _.._. &t aez.._iL- 0_, tot' aald cr I __; be entitl c.. or that iz hereafter be a.1gz___ i by sai3 fcr the LIZ ai:i terse °it c_ _aid. Cc.rc.. accordi__r to the true. inter- est er.d 3ezL t c: c_r._1r_ C_:_. _ c -e a . Abe zeal at rer_c__1 t.' ;arty is held. a_C_. _..zEi __. _ a£ i.=:_ o.3Ei.. for :::e Cat: o__•z CLt:_..h v. tha - tory e° Za :.aii by t'Le __. _ rc:1 _:ben 1_Qcr: accjrL c:a, Bi _cp Zez__a, 7icc_ .LCS_z___ c°_ the. _.____ ::t _:._ i_ the. :c_rii..^.^ cf __•..E_` - c- - cf - r__..e _r _ ^c - l . „Ali': L . _ a - __ - • 1C1. CLa:___ or - 'a_.._.. _c ;he:: bi the as_.._ __Casc_re of .._e _____ tc_y cf ,. °�.. with of ;C:'__ -.J. C_ ..1e _cri to_: r 2__- ._C.°___ a___ ...'___ .,_..COia &s c1Cca. rcr? l:3 E: i Ei S Ca1 co__ 7s:a c_- `_hs __ _s of the CEO. -_ C'.^_ r ii t:_= - °'"mot z :,— c_ Zs ::aii. all the. LC..:_ , lieges cri i :ci3e_tal to _ rctiQzis: az To'C :'iacu • r.ar_arer.ant c° the r: 1 ec:a e etl crc4 „ C., ,e Car.r:h or r-o - r. •q. Fe r- __. CI _� _ _ r::rgc�e __ :.a -_ p=er -c dc r_ e.._ _ - _o__ an_ at:si'_:oa_ i:c1.d t1 c ` :te =c:: ; -_ hc' scccersicz b its _ancr_`c .- -_, to .sua -__. be sae , tc • bC. al1. __s. _.) • ._[:. ' i tor:, `'f : :C �i• .._.. t C. i', e:70.1rG <..d. diztozs Jr. r_ =1 ii:u. personal ;rcpc_ . :: :.Q. n k1 o n It [r C1 {.1 r 1 0 l— 40 4.-1 ;A rl 1A n 1h 1)' h' I 11 it 1 t1 n P 1 0 '1 (.. 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II )i 1, r.l I r) 1.) 1'; (] 1 1, t 1/1 L I •.1 ! ` tj I l' 1 al 'J 0 - .11 I .... •.... 1 0 1 I -1 111 J` el l 11: 11 1 1 111 0 rr Ti nl I I t] i 1 r. D 1- 1 ! 1 tJ CI `I :1 C•; • ' 0 i` 0 0 b ;i al W 1 III 0 a w 1 W 11 `S 1-I 11 ' ui 1 — ui t 1.1 ' I 1 -I 10, C' 111 11 to • •d C I n1 - - • .. 1 j .W u Ill 1 Y to is a 1.1 0 14 101 1 I I I 01 U • ! 1 Ili i In j h '1 y I' 1 ! P1 1 i 1 61 • -.I ' to 1 I rd 1 03 M •'1 (p1 I` tl 1.) U .0 II ., t4 1� 1 ' a I1 b 1` %I u 0 I• "' I ...1 ' •rl W It R u a :.-4 . ` 1 It �1 2 11 to ]I i - i 1 ` t) 4 I I �•4 CJ 1.1 II, E1 1 1.1 0) b 41 1 -1 al . u 11 I ' 131 . CI `1 1.• .1 - p1 A; I• 4.4 H 0 1.i 11 1,1 C1 1 O VI aY la U t! 14 1' ti I 0 t , • TO the =onorable Henry C. Ertai, Treasurer,. Territory of Ha :7z2 Honolulu, T.. H. Sir: -1 ' - • L she Letter of the A___.,._ent ) ) of the Charter of Incer- crctica ) of the 2 c' =7i Catholic Church in ) ) the ;err_ :ory cf Hawaii- ) • ) ) P e t i t_ o n_ The undersigned, respectively ',ice- .rani:.ant and' ;d' officer the meeting herein referred- to, and tho ores_ .a o__lcer et � �,.,.i_, � the 2 el rc ;L the 't Secretary o ... o�c:l Catholic Ci:'a_ �.__ _erri e tcr,- of. <.. recto :tfully :..c;- as follows: 1' . Chet at a meeting c_ said co duly con- vened- and held at the office of Catholic __ssior,_ 3ere- tania Street, City and Cctmty of Honolulu, Territory afore- said, j '... hi:b n o._ o= the 3rd. day of ece� ^��, '_'S25', at t: a c ucn the nezberthip was present, the follo'.:_a-. resolution was unani- mously "PISCZl TI1i: "7E2n1 by =embers of the RC= 0;. iCLIC °'=Cc in the Territory of ?E -s_1, a corporation duly cr=ated and existing under the laws. of the Territory of Hawaii, at a special :.seti:r of said cor_oration.duly called. and con - vened at ^ Honolulu, Territory aforesaid, this 3rd d ^_:r of December:, 1923, for t,tis p:rtose, that it. is advisable to amend,. and they do hereby aptro:•e of emend =am c'_, the charter of saic ttrporatica as felloysr "Str1 ;:e. out from the second.p_rs'3repr.of: said et. :rter the: ac ::tende rending ' told, Cu t.S.'.: e' CGIc": :,. lea - ...C_, C:.__.':1 S_ _:nmi:o _:d'. d'_ _ :cte- of r._l _... gersoael icc ^cr:, L.ot 0::ceciinc in value the sc-. 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I - , t: 0 rl 'rl I• m •r, r -1 II 1.11xr11 !' J t1 a 1 V 0 al 31 S : II m Ii 1 I > f. 1 N 0 " ,0 0 0 0) r1 3-4 0 its •I 1: •0 .rl ; 1 I, iu N ,0 4 . 0 0 0 61 a) 13 1> U al 4' c! 7- al 33 1' m no 3 N 4 :] ha in its said venerate n_:,_ and :c sac. a..,, bc_ a.cd,. plead alto be izpleaded. i:: C17 0.01=ts of t_-_. tor; of :nail, havin& jurisdiction; anC, sai' cor- poration s'a11 have power to receive G==ts de::_- tic= and en2ct- :;its; to tcchase, 1e-on ^d other - , ,wise ac _ _re and held real _^d perso=1 pray, _ , , for the use and benefit o: t ?a =on C °b'a'lk Church; to sell, convey, dispose of, cart=, =__e, pled`e, 1 = -- z or rent an of said tree-arty, an: to exchange; any c_. the sa =e for other troperty, provided that it shall Lot hold st any one ti=e procorty e:cecii:: an a = to value of tan r dollars (:o,eoo to bor— row =c::e., issue e-_tences cr.—indebtedness and security for the _a—tent thereof, ix = trther_._.:a. cf its purposes, al::: to invest its funds upon. C.Grt_<:_e pled_=_ or other security,; ani to use its :i_cocc._cr church, re_i'_ous and ch_rit2ble purposes;. and Said corporation shall also hose cower to aC.., as. trustee; end to est= ..225: and =sin:2 schools, Pones, rc _-. talc a ce.ta er'ss, d' to . l_ ., a - end r _ °- , ticns canoe :minx their ooera...ica ;, to aid end ass all and every variety of eleezos ;°r;,, tar'k in coanec- tion with the relizious work of the.3or^^ Ca,.col :d Church, and to that end nay advance and loan" moneys. to e:y hospital, educationnl or other eleenosp ary institution connected direct_= cr. indirectly, . said Church, _.:d -_ - °sn _._ , .__rt cy _ tee: the pa_ and interest, of eny boded indebtedness or other indebtedness of any such hOSCitEI,. edutetic : :cl.cr: c:.___ e1comos :r; - _._`it..tic_ , and, i caked upon, L:7:r_ good C;_J atch guaranty; e.. . ::7 70: such o :ce .. _. tha aornoratLc. it s' b'_„ -uos: may -rcr ..._ to .ire rec i c and to ma-Lc BV i . a nct in:o_:de - tent with any e::1at -_ lad: =c= : c1 i t property, election. and _°_:d:7?• of its officers, re ai_ticn_ of its a__c__s and trots of its pro_ arty,..° "R: - 3nn t rt the =rooident and. Secre- tary be and are hereby authorized end- requested. to ____ a: lice:i o.: as rect.irod by law for the aze__d- t e.. J c_ the charter c= this cortcreticr as P. crsizaac e set forth. Z. �?nt ou sua__t to the authorization contained ._ LL? said - escluzic2, they :cs_rectrully request that the _resent Charter or said corporation be emended in acco_rdaa e:: with taa ter._s of said -.esclation, and that en Li Charter be r:._.tec to said corporation a_- ee:bly to such terms and i1 conformity with the provisions of the statute rel eti_ r to cor_lc::t'_cns. 5.. That a cony of the proposed y_ei:ded Charter .._. �, as t same :as' authorized to be amended at said _eet__ and which is hereby recuested to be granted, is submitted herewith.. 7:2Z2Y0R.r- the - and crsi_.cd. pray what. such. proposed A__.:ded Charter be granted and confi_^._ed n ac_clalu, ^_.u., December 1925.. vide E'resioeLt ..::d. rres-dl.•: at. said. meeting.. ' -4— r ceci:etcrl, / c y niiczIC 'uECE IN :.1:•. n-=_2 r:hay: C= 1 /7 Territory of Hawaii : SS. City and County of = cnc1ulu ) S=__`_...i 4y =.G y__J and H. AZ =:=1: ?p ;.:.:.=c 'bei _ f duly s-:crn depose and s_„ that they are respe_ti the Vice- treside_t and Pr -s:.: -3 Cf_ficerand the Secretary o= fro td Catholic Church in the 'territory e_ Hawaii; that they ..we reed the foregcins netiticn, know the contents thereof, and that the. safe are true.. SU�3C3I= An S:072:1 _ 3 y0 z L 'this day of 3ece::ber — 19:,3. `rotary ?u,to, „si_ cu_,., ^-erri t0 1 Ai wail. ztt L`.-.. . A:. _ fry -< 7 ,/1 f'^ - .._� • • Ada re' ' %3 /2 .' 7? •. g n - Ltr Of the L R =C= ; _T Prr-Ct :a Of lce The principal office of the Ror.._. Cathnlic Church in the Territory of .,......c =_ shall be is Zonolulu rice cf the =isaop or Ecnc:.___. 1 ses a-d O'Liects AIC ICLL Ttc purpoccz and cb _ct_ for t'ric`k f!_z cor_ rsc_c_ ;ins :atone Incorporated Er5 to Obt:l all of t2: powers, tern - !its en_ pri7 sec.,.ed b? lar to incorporated boGies in order that it may bolt property and Co and perforn sue_- acts and things as nay be necessary Or CO.^•7e bent in carrying out its various objects. The . objects wTznz - _2LCt the corporation it -tends to direct its efforts arc in general: A21 and e7cry variety or eie_ncs; ary rorc connected cirectiy cr indirectly 'its: t :e religious ror of the Rcc._n Catholic Ch::_c._ is the Territory of yarcii, t.`.e pre3er7at_ :n of it; property and prc;er Ols nursenenn of its intone fur c nr :.. ant reL_oious purposes. ..umbers of the cor _z_ic_. arc thc wt.; are ....._::'' in tne Charter en _ccorport:ors and their :uccer.^•Or3 ant 4 • thereof, e: cep t tie:: ::ay be a i•. cc .._ 4 ce, • d C b.._ t - .. _... C r said _ . ..� ^. s ±nc_ cased a " ^.. Ile`.: .7.0 gibers ay? o1 :tz by the pr nt at e-ny time and any demberz -ey be re=vved by the 1r sided ar tine in cull and sole .: mss:: e:Sor . as ct: associates bersa: ter Uj pot .t'd. :bey must be residents or }, ' _.i r ant 4 r _. ...e ;ricst' - t .8 ier_ ....i� O r .. . � _ and r _ o C tae ^C ^ =��. Catholic Church ._. :ood st:...._ -1z with Ecclesiastical Authorities ies sh L1 direct. .:e caIlbars _;; of t_3 disc__tio- of the trosort on_ is - - - be .... - _ �.. -.... ... � .. � - - 853 ?l._lCLL 1 ;.eeti7 s The __r5' annual =eating SAa1'_ be held at 5:: C -. ?resiccnt sball direct during t: _ __r.t : of July, 192 add thereafter the z _ _ seed „ e_cs- year a.= all other _eetizes shall take place at such dates as tresident 0^" ,- nd :irects s .. p.., c•cers of ,..._ co: ?craticn shall be a pr___ ,,.._, rice-president, secret ^,r treasurer and audit... set-c- to auu to. d =l, '' -'-: er, a:.n 1' ae:tic ..,,,, be �auber3 or c_- _-_„rs of tae corporation. 1:.__.. shat be a .oard of ''- ___tors airays consist inc or all tile neuherc e: - ,.o- -. '.e carper�...' ArTICLE II until the first annual zeetir_ or Lai_ they arc :shaven by t '-e trociaeht. The of !'ice_ s S: be trae arec i_ 'to C ::rte^ 1.- vci^t1^mt of Officers The officers except the rresidcz.. s °_ • ?-c di.' :: by t _s...eat azc' .._al- scr'+e at the pleasure of the ;resident, an= =a'} be reno: ec 'ay hi= at any t — _ ~mss -. =LI sole discretion. .l' r c . e t__1_ be ---le_ by he presides. - ti cf D {rectors "7 7tmuch 6s tile = eaters of the corporation are all t^- sa=e i.e-eons a<_ the directors the =oeti.yc_ of the _.c_— hers shall be considered to be zectir.ss of tt2 directors also Ana there shall be no other rent.--s of the directors. 1 majority oS the directors shall for.- a ot.:zr. :. A TICLZ VIII The E card cf Di' ^ The Board of Directors shall act iii en o _viscry capacity to the president she= colic? t.po_ Icy rah. Board of Di rectors shall hnc such pe' ers as the rr- idnn. Lz his sole discretion =a9 del -Este to It art sha'__ perform ouch duties as the president Way fro= ti -e to ti:_e pre-= cr -` -t• - Vv1 the mr ao4dey.t The preoi:cn: s:' Lt 'cites Cs 7 rt7 _ St 'L7 etc C.hz_ or be .._.i: :::. of ::G-.^. nl 2nd. _Le rrcoicc =t, or i= his aisozoe ^r Z:CCti_g tome vice-ores ic"t, chzil preside over u._ neeti -,^t. .zna g€.'ne u C.. ur.0 '.-r41.s t the co r onto.• ~ aCL_ O on behalf of .... L . Cu • . u u r ., ,c11 :Acts O ..:C 1 .. .r er.0 1.0 coasr'_cred is fuiLy GJ :. ur.izeC actz c_ r :C cC .r. atierr• / r- nu su. Cs -- s'4 4 —'reuu ^rs rhenonrr to wV zostf dee= it r- ecesonr1. 51.x. Ea snail sicn sic am.. L r:' g C .7 a ^ec ; real estate. Ct:. -" sCzil all C.rw to for -r y -tewn. upon treasL.er cr. his c._ iati_ti: £'•:: all doc_z.__ _ec u`r- e. to be < iut tf-e ccrp ratio "ro_aac t ._ nay r -^ t r •r deieEtto , ..or to oizr. rvel. d._ __fts or irr . :lents to a.- other char urc:, tosses of, receive, .rid and aC n.istdr for tom° uLa ar ..-8 l.s u."+ Cn r . tic tom lure of tar7ali, a. prop- erty, and ^.;._ -s x!:__ : 2 said flct.• t Catholic C.:..r_h in the Territory of -r=-- :ow ow ..r herea_ t.._ , acs Y_ e. He a_°.:1 ._- e enter upon, tace possession cf, receive, ._ ^ and . for the Log Cr u:CS Cr r.-:i-.nes, 1L' ssic._... a.d co : cz ,. of soi.1 c!sor c . c__. . L:L, . _ .. to the r__ Lzi ng_et -ons of said ci.urL1:, ufl ; c;'er , gr" te= or 1_ trtsted to t: e corporation for t:.c use of sue::' 4 _ - 1 ° _ , r 7hether :ouch trc2crty, =coy or ' `3r . d s purposes; be acquired t7 het_ fcr the c:e er cL_- r. ^.cs, _ :C: - a;,es, ::x- ...._s, .csJ_s, cc_'_ -s, orpn.... moyihnh, _ccaf cezotcrtcs c= oC- zr a ._i.. ;.tcuc, c...__vc_cr t or educational ^'� all_ C :Llrftiss ie1C' �_ t: said -- _ ii t: e .� ..1. r ' __i. r_ -,,n *torero � .^. C... J.._c__:... _,_J__ ter. e::r _ 7 j ..a � !c_ r a__ ._''� <ru) _cr of t w r n .•1. L.� . .r C. the r_ : itcr; of acccra-C to the ru cs a.'_ r_ ___tic-.<, thorecf; LL : r• e rpor_t_..- `.:_re tic sole rir`'t to dlsroce of thz `_- cone anh: et: :cr p` torticc bc1 .Ci ^a„ to F;_!d C:r ratirz. : e prez de. ^.L _ - - e .`-Z.. cuht0c;y of the corporate set' and eSrL the 7L..:° to corporttc dac nehtz executed bi ARTICLE .� r rye : : ^4. vi - "resiC Zt shall .r__.,... such duties c.S -".ay be ..rr_ ^. c!.' to by to ^ prasident. In rase disa:G_ity or Rbseace fro= t c _territory of T of the orpe''•flt: :_ s. perr.:r= and be veste= a_t:: a_ of the duties and pc-Erc of the president. A_ trrC E TS It snail be tae duty cf the •ec rthrl : 1St. To slay:. as:: ScrTc or c_.L" =e to b: 5er -.•d, notices of LSea h provide:: for in t!.e I ! , • U�J T rre s 6. t'e p^ eident, personally or. by =a or 1' st one day be- fore the t ze of t is =eating. 'nd To ' -rep n_ antes of t ne meetings and a r ^-v of all � to accounts and proceedings thereof. • Jrd. To ar tx and attach the corporate seal to all doc;iments . - _uired to have t : C.._ y .._ a to seal al fi..oc by a secrctar 4th. To discharge a_- other duties pertaining to y'. s cffSce and suet as n .y be pro- t' ne to O, me p_ __cri bed by Y e president. cz„ of tP_ absence of the secret : or :±: i:. ? i f ty to p c i not T- i• t: c n o Eu - -,.� � o act, the �,. 5_C i.-cV Ep'1.0 �. -.. O =- t.._ else to act as tenpert ; secretary. A; .rn Tr ...: The treasurer =ay be a person or COi y v. _ -iC._. He s.` . receive rid weep all sct1_tr_1, funds and e _ of the corpora. -on delivered to-tea^ by Cr ".S' -'cr the dir _f of the o side : and stall -ay met =nays cant only on p, t, s_--- r dr -• f f the side.._ r rPS , or t`e cor at. of C j.. °__- c..... O^ cf su_C 1 CthE^ C.__ _ .. -- peration as the - resident =zy fro- ti__ to t___ de:i& ato. En_ a:'11 di- c`z_gs ouch other , s _y be fro= time to tine prescribed by t±e tres_dent. he zb be -aid for is services pursuant to rceacnt with the pr - -=ht. 1.71 _ 1 1.•.;J t The t..:at.a may be a person cr a cc- rat'_cn. :e shall verify the assets cf tha c_ ^porhzic_ - 2he.. _egtestcd by the president. He snail cause the books aa= accounts of 1 ' ol_l:es Lnd agents chars-el m the ecc':: cr dis- bursement of _fey to be cr-hind fro: . to b tberi r_C L`aStCC by .==- 2 L .. .._ ... :P. : i'_�.L CQr a � s � . ...'.G z:_C. or not e cash a =t _ t E `' 11.. :: vOUC' Cave ^ r::. °. �u� .�.� ..o fiCt .. on hand. Be sh':?d _ _der zuo_. azai :t.ace a_d acL:ice as the p_ 'si •'fi des fr. ia to tin_ =tar.: ; the books, accouiats and _...._._ of fi^`_ncia= tr._..Latt -z-o or 7..:E cor;cratSCn < td f';. _-.°. to t e . - >ai:Cnt sucl. std to tent ctncer^ina tar some as may be red. Z_ c:.Ce of a do- fault coning to his ktctiedge at any tine he eb- at a_.cc notify the pr_s_lent. He zhL be eLid for . =s zcry ce9 oursur.-.- tJ at- uct:eat with the presic e._.. n ^Tr? n Et:ni:.es :fanzoar The treasurer ray be designated by t::e preys -_..t as tbs general bta_•:ess n` =ger of the cur: oratic- a :.c if so des,g2ated s12 t act as its genorn- business L'j_Lt in ca ry- 1c out the orders of the president cf the dor ration. Zuch general business Llxiager shall be pail fur hL: services purstat:t to agreoi oiit tiit'i t }.a }president. lie shall make a rcl:•ort to tte president a :.u.::1, • 1 11 11 11 i1 I (.1 01 1 -1 n1 1 m .1 1 (1 S t ,rl .0 .1: I. 0 111 a) 1 IlI 1 n 11 01 11 11 11 01 1-1 If 11 ., I O .t 1 '.., (1 1 I + 1+ 11 0 r :l 'J a) 1' 1 1 17 a1 , - 1n .1 { n I), 11 C4 al . 111 .( -4 1 0. (1 .11 0 11 1.� C ) n 4) , -1 1+ 1 01 0 ti 1 •(1 hp {1 I 1 0 1 0 11 n1 f' 1 111 Al o 0 O, (1 .11 0 a` 1. 0 I , 0) 11 31) 01 0) O 0 1, f - 0) tl 0 h 1 u I, :) w II -, 1 01 ) -7 n f7 ,t' al .' 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