HomeMy WebLinkAboutContract 42701CITY SECRETARY
CONTRACT NO. d
AGREEMENT FOR COMMUNITY BASED PROGRAM
In consideration of the mutual covenants, promises and agreements contained herein,
THIS AGREEMENT ( "Agreement ") is made and entered into between CITY OF
FORT WORTH, a home rule municipal corporation of the State of Texas, ( "City ")
acting by and through Charles W. Daniels, its duly authorized Assistant City Manager,
and CASSATA HIGH SCHOOL, a Texas non - profit corporation ( "Contractor ") acting
by and through Susan Flood, Executive Director, its duly authorized representative.
RECITALS
WHEREAS, City has determined that Community Based Programs are necessary
to support crime prevention in City during FY 2012 to meet one or more of the Crime
Control and Prevention District ( "CCPD ") goals, which are (1) to support efforts to
reduce violent crime and gang- related activities through enhanced enforcement activities
and crime prevention programs, (2) to support efforts to increase the safety of residents
and to decrease crime throughout Fort Worth neighborhoods and (3) to support efforts to
increase the safety of youth and reduce juvenile crime through crime prevention and
intervention programs; and
WHEREAS, Contractor has agreed to operate a Community Based Program
called "Remedial Literacy and Math" which will support the adoption of a prevention
focus by the police department and the community; and
WHEREAS, City desires to contract with Contractor to operate the Remedial
Literacy and Math Program; and
WHEREAS, City, as consideration for the performance of Contractor, has
appropriated monies in the CCPD Budget as reimbursed by the CCPD in the amount of
$20,000.00 ( "Program Funds ") to provide to the Contractor for the operation of the
Remedial Literacy and Math Program;
NOW, THEREFORE, in consideration of the mutual covenants herein
expressed, the parties agree as follows:
AGREEMENT
1. Responsibilities of Contractor
Contractor covenants and agrees to fully perform, or cause to be performed, with
good faith and due diligence, all work and services described in Exhibit "A" — Program
Proposal, attached, and incorporated herein for all purposes incident to this Agreement.
Contractor shall be responsible for day -to -day administration of the Remedial Literacy
and Math Program. Contractor agrees to expend the Program Funds in accordance with
its Remedial Literacy and Math Program budget, described in Exhibit "B ", attached.
Program activities shall be reported in accordance with Exhibit "D attached and
eflecliveR s _ l be reported in accordance vKith I'Ahibit,17. attached.
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2. Program Funds
2.1 In no event shall the total distribution of Program Funds from City made to the
Contractor during the term of this Agreement exceed the total sum of $20,000.00.
Contractor shall keep all Program Funds in a specific account designated only for the
Program Funds, and shall not commingle the Program Funds with any other monies. In
the event this Agreement is terminated, for any reason at any time, Contractor shall return
to City any unused portion of Program Funds distributed hereunder.
2.2 Payment of the Program Funds from City to Contractor shall be made on a cost -
reimbursement basis following receipt by City from Contractor of a signed Request for
Reimbursement (RFR) and copies of all receipts. Contractor shall deliver to City a
written detailed Program Activities Report and Program Effectiveness Measures Report
as described in Section 4.2 below with each RFR to support expenditure of Program
Funds. Such reports shall be signed by the Contractor or duly authorized officer of the
Contractor. The RFR, as described in Exhibit "C ", attached, and monthly Program
Activities Report shall be submitted to City no later than the 15th day following the end of
the month. Submittal of a monthly RFR and Program Activities Report is required even
if services are not provided.
Submit the monthly RFR with an original signature by an authorized representative to the
Grants and Contracts Management Section of the Fort Worth Police Department.
ATTENTION: SASHA KANE, 350 W. Belknap, Fort Worth, Texas, 76102.
Reimbursements will not be made until after receipt of an acceptable and approved RFR
and a monthly Program Activities Report from the Contractor. Reimbursements shall be
made within 30 days receipt of said documents.
2.3 Contractor is authorized to adjust any categories in the budget in an amount not to
exceed 5% of those particular categories without prior approval of City, as long as the
total sum does not exceed the amount of the Program Funds; however, Contractor must
notify City in writing of any such adjustments. Any adjustment of more than 5% of each
category must have written permission from City prior to any budget adjustment being
made. Any program income earned directly as a result of the Remedial Literacy and Math
Program must be reported monthly and may be expended on the Remedial Literacy and
Math Program with written permission from the Contract Administrator (see paragraph
13.3). Budget adjustments shall be submitted to the Grants and Contracts Management
Section of the Fort Worth Police Department, ATTENTION: SASHA KANE, 350 W.
Belknap, Fort Worth, Texas, 76102.
3. Term
The term of this Agreement is for a period beginning on December 7, 2011, and
ending on September 30, 2012. All of Contractor's expenditures under this Agreement
must be completed prior to September 30, 2012.
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4. Program Performance
4.1 Contractor agrees to maintain full documentation supporting the performance of
the work and fulfillment of the objectives set forth in Exhibit "A ".
4.2 Contractor agrees to provide a monthly Program Activities and Effectiveness
Measures Report to document the performance of the work described in Exhibit "D" and
Exhibit "E ". The Program Activities and Effectiveness Measures shall document the
program activity names, numbers of participants attending, details of the activities, and a
description of the goals achieved in support of the CCPD goals. Program Effectiveness
Measures shall be reported on a quarterly basis and included in the January, April, July
and October RFR and Program Activities Report submittals. Additionally, the Project
Effectiveness Measurement Report must include any successes realized in descriptive
detail. The monthly Program Activities and quarterly Program Effectiveness
Measurement Reports shall be submitted to City no later than the 15`h day after the end of
each month.
5. Default and Termination
5.1 This Agreement is wholly conditioned upon the actual receipt by City of Program
Funds from the CCPD. All monies distributed to Contractor hereunder shall be
exclusively from monies received from the CCPD, and not from any other monies of
City. In the event that funds from the CCPD are not timely received, in whole or in part,
City may, at its sole discretion, terminate this Agreement and City shall not be liable for
payment for any work or services performed by Contractor under or in connection with
this Agreement.
5.2 If for any reason at any time during any term of this Agreement, City Council of
City fails to appropriate funds sufficient for City to fulfill its obligations under this
Agreement, City may terminate this Agreement to be effective on the later of (i) thirty (30)
days following delivery by City to Contractor of written notice of City's intention to
terminate or (ii) the last date for which funding has been appropriated by City Council for
the purposes set forth in this Agreement.
5.3 This Agreement may be terminated by City, in whole or in part, whenever such
termination is determined by City to be in the best interest of City; in event of Contractor
default, inability to perform or to comply with the terms herein; or for other good cause.
5.4 Termination will be effected by delivering to Contractor a notice of termination,
specifying the portion of the Agreement affected and the effective date of termination.
Upon Contractor's receipt of notice of termination, Contractor shall:
(a) Stop work under the Agreement on the date and to the extent specified in
the notice of termination;
(b) Place no further order or subcontracts, except as may be necessary for
completion of the work not terminated;
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(c) Terminate all orders and contracts to the extent that they relate to the
performance of the work terminated by the notice of termination; and
(d) Cease expenditures of Program Funds, except as may be necessary for
completion of the work not terminated.
5.5 In the event City suspends or terminates this Agreement for cause, and the cause
for such suspension or termination is determined to be invalid, the Contractor's sole
remedy shall be reinstatement of this Agreement. Contractor expressly waives any and
all rights to monetary damages, including but not limited to actual, consequential, and
punitive damages, court costs and attorney's fees.
5.6 Within thirty (30) days following the date of termination of this Agreement,
Contractor shall return to City any property provided hereunder or as so directed by the
Contract Administrator (see paragraph 13.3). City will have no responsibility or liability
for Contractor's expenditures or actions occurring after the effective date of termination
of the Agreement.
6. Equipment and Maintenance
All equipment purchased with Program Funds must meet all eligibility
requirements of City. Contractor shall maintain all equipment used in the administration
and execution of the Remedial Literacy and Math Program. Contractor shall maintain,
replace or repair any item of equipment used in support of the Remedial Literacy and
Math Program and /or for use under the terms of this Agreement that no longer functions
or is lost or stolen. The cost for maintenance, replacement or repair of any equipment
used in support of the Remedial Literacy and Math Program and /or for use under the
terms of this Agreement is the sole responsibility of Contractor. Contractor shall not use
Program Funds or City funds to repair or replace said equipment. Contractor shall use
any and all equipment purchased with Program Funds exclusively in support of the
Remedial Literacy and Math Program. Within 10 days following the purchase of
equipment, Contractor shall submit to City a detailed inventory of all equipment
purchased with Program Funds to the Grants and Contracts Management Section at the
address set forth in paragraph 2.3 above. The equipment inventory shall include an
itemized description of each piece of equipment, the date each piece of equipment was
purchased, the cost of purchase for each piece of equipment, and the location of each
piece of equipment.
7. Administrative Requirements
7.1 Contractor agrees to keep sufficient records to document its adherence to
applicable local, state and federal regulations, along with documentation and records of
all receipts and expenditures of Program Funds. All records shall be retained for three (3)
years following the termination or completion of this Agreement. City or its
representatives shall have the right to investigate, examine and audit at any time any and
all such records relating to operations of Contractor under this Agreement. Contractor, its
officers, members, agents, employees, and subcontractors, upon demand by City, shall
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make such records readily available for investigation, examination, and audit. In the
event of such audit by City, a single audit of all Contractors' operations will be
undertaken and may be conducted either by City or an independent auditor of City's
choice. Contractor shall submit a copy of any audit performed by their independent
auditor within 30 days of receipt of the final audit report.
7.2 If any audit reveals a questioned practice or expenditure, such questions must be
resolved within fifteen (15) days after notice to Contractor by City. If questions are not
resolved within this period, City reserves the right to withhold further funding under this
and /or future contract(s) with Contractor.
7.3 If, as a result of any audit, it is determined that Contractor misused, misapplied or
misappropriated all or any part of the Program Funds, Contractor agrees to reimburse
City the amount of such monies so misused, misapplied or misappropriated, plus the
amount of any sanction, penalty or other charge levied against City because of such
misuse, misapplication or misappropriation.
7.4 Contractor's obligation to City shall not end until all closeout requirements are
completed. Activities during this closeout period shall include, but are not limited to:
providing final Program Activities Report and Program Effectiveness Measurement
Reports, making final payments, disposing of Remedial Literacy and Math Program
assets as appropriate and as directed by City's Contract Administrator (see paragraph
13.3.).
7.5 Contractor covenants and agrees to fully cooperate with City in monitoring the
effectiveness of the services and work to be performed by Contractor under this
Agreement, and City shall have access at all reasonable hours to offices and records of
the Contractor, its officers, members, agents, employees, and subcontractors for the
purpose of such monitoring.
8. Independent Contractor
8.1 Contractor shall operate hereunder as an independent contractor and not as an
officer, agent, or servant or employee of City. Contractor shall have exclusive control of,
and the exclusive right to control, the details of the work and services performed
hereunder, and all persons performing same, and shall be solely responsible for the acts
and omissions of its officers, members, agents, servants, employees, subcontractors,
program participants, licensees or invitees. The doctrine of respondeat superior shall not
apply as between City and Contractor, its officers, members, agents, servants, employees,
subcontractors, program participants, licensees or invitees, and nothing herein shall be
construed as creating a partnership or joint enterprise between City and Contractor. It is
expressly understood and agreed that no officer, member, agent, employee,
subcontractor, licensee or invitee of the Contractor, nor any program participant
hereunder is in the paid service of City and that City does not have the legal right to
control the details of the tasks performed hereunder by Contractor, its officers, members,
agents, employees, subcontractors, program participants, licensees or invitees.
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8.2 City shall in no way nor under any circumstances be responsible for any property
belonging to Contractor, its officers, members, agents, employees, subcontractors,
program participants, licensees or invitees, which may be lost, stolen, destroyed or in any
way damaged.
9. Indemnification
9.1 Contractor covenants and agrees to indemnify, hold harmless and defend, at its
own expense, City and its officers, agents, servants and employees from and against any
and all claims or suits for property loss or damage and /or personal injury, including death,
to any and all persons, of whatsoever kind or character, whether real or asserted, arising
out of or in connection with the execution, performance, attempted performance or
nonperformance of this agreement and /or the operations, activities and services of the
program described herein, WHETHER OR NOT CAUSED, IN WHOLE OR IN PART,
BY ALLEGED NEGLIGENCE OF OFFICERS, AGENTS, SERVANTS, EMPLOYEES,
CONTRACTORS OR SUBCONTRACTORS OF CITY, and Contractor hereby assumes
all liability and responsibility of City and its officers, agents, servants, and employees for
any and all claims or suits for property loss or damage and /or personal injury, including
death, to any and all persons, of whatsoever kinds or character, whether real or asserted,
arising out of or in connection with the execution, performance, attempted performance
or non - performance of this contract and agreement and /or the operations, activities and
services of the programs described herein, WHETHER OR NOT CAUSED IN WHOLE
OR IN PART, BY ALLEGED NEGLIGENCE OF OFFICERS, AGENTS, SERVANTS,
EMPLOYEES, CONTRACTORS OR SUBCONTRACTORS OF CITY. Contractor
likewise covenants and agrees to and does hereby indemnify and hold harmless City from
and against any and all injury, damage or destruction of property of City, arising out of or
in connection with all acts or omissions of Contractor, its officers, members, agents,
employees, subcontractors, invitees, licensees, or program participants, WHETHER OR
NOT CAUSED, IN WHOLE OR IN PART, BY ALLEGED NEGLIGENCE OF
OFFICERS, AGENTS, SERVANTS, EMPLOYEES, CONTRACTORS OR
SUBCONTRACTORS OF CITY,
9.2 Contractor agrees to and shall release City, its agents, employees, officers and
legal representatives from all liability for injury, death, damage or loss to persons or
property sustained in connection with or incidental to performance under this agreement,
even if the injury, death, damage or loss is caused by City's sole or concurrent
negligence.
9.3 Contractor shall require all of its subcontractors to include in their subcontracts a
release and indemnity in favor of City in substantially the same form as set forth in
Paragraphs 9.1 and 9.2 above.
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10. Non - Assignment
No assignment or delegation of duties under this Agreement by Contractor shall be
effective without City's prior written approval.
11. Prohibition Against Interest
11.1 No member, officer or employee of City, or its designees or agents; no member of
the governing body of the locality in which the Remedial Literacy and Math Program is
situated; and no other public official of such locality or localities who exercises any
functions or responsibilities with respect to the Remedial Literacy and Math Program
during his tenure or for one year thereafter, shall have any interest, direct or indirect, in
any contract or subcontract, or the proceeds thereof, for work to be performed hereunder.
Contractor shall incorporate, or cause to be incorporated, like language prohibiting such
interest, in all contracts and subcontracts hereunder.
11.2 No officer, employee, member or program participant of Contractor shall have a
financial interest, direct or indirect, in this Agreement or the monies transferred
hereunder, or be financially interested, directly or indirectly, in the sale to Contractor of
any land, materials, supplies, or services purchased with any funds transferred hereunder,
except on behalf of Contractor, as an officer, employee, member or program participant.
Any willful violation of this paragraph with the knowledge, expressed or implied, of
Contractor or its subcontractors, shall render this Agreement voidable by City of Fort
Worth.
12. Nondiscrimination
12.1 In accordance with the federal, state and local laws and ordinances, Contractor
covenants that neither it nor any of its officers, members, agents, employees, program
participants, or subcontractors, while engaged in performing this Agreement shall in
connection with the employment, advancement, or discharge of employees, in connection
with the terms, conditions or privileges of their employment, discriminate against persons
because of their age, except on the basis of a bona fide occupational qualification,
retirement plan, statutory requirement, or statutory or ordinance exception.
12.2 Contractor will not unlawfully discriminate against any person or persons because
of age, race, color, religion, sex, disability, national origin, or sexual orientation, nor will
Contractor permit its officers, members, agents, employees, subcontractors or program
participants to engage in such discrimination.
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13. Compliance
13.1 Contractor, its officers, members, agents, employees, program participants, and
subcontractors, shall abide by and comply with all laws, federal, state and local, including
all ordinances, rules and regulations of City. If City calls to the attention of Contractor
any such violation on the part of Contractor or any of its officers, members, agents,
employees, subcontractors or program participants, then Contractor shall immediately
desist from and correct such violation.
13.2 Contractor shall utilize Program Funds strictly for those purposes and goals
intended under the terms and conditions of this Agreement. If City calls the attention of
Contractor to any such violations on the part of Contractor or any of its officers,
members, agents, employees, program participants or subcontractors, then Contractor
shall immediately desist from and correct such violation.
13.3 City designates Sasha Kane, Senior Contract Compliance Specialist, 817 -392-
4243, to act as Contract Administrator and delegates to this individual authority for
Agreement administration, compliance, and monitoring.
14. Waiver of Immunity
If Contractor is a charitable or nonprofit organization and has or claims an immunity or
exemption (statutory or otherwise) from and against liability for damages or injury,
including death, to persons or property; Contractor hereby expressly waives its rights to
plead defensively such immunity or exemption as against City. This section shall not be
construed to affect a governmental entity's immunities under constitutional, statutory or
common law.
15. Insurance Requirement
15.1 Contractor shall procure and shall maintain during the term of this Agreement the
following insurance coverage:
a. Commercial General Liability (CGL): $1,000,000 per occurrence,
with a $2,000,000.00 annual aggregate limit, in a form that is acceptable to
the City's Risk Manager.
b. Non - Profit Organization Liability or Directors & Officers Liability:
$1,000,000 per occurrence, with a $1,000,000 annual aggregate limit, in a
form that is acceptable to the City's Risk Manager.
C. Automobile Liability: $1,000,000 each accident on a combined
single limit basis OR split limits are acceptable if limits are at least
$250,0000 Bodily Injury per person, $500,000 Bodily Injury per accident
and $100,000 Property Damage.
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15.2 Contractor's insurer(s) must be authorized to do business in the State of Texas for
the lines of insurance coverage provided and be currently rated in terms of financial
strength and solvency to the satisfaction of the City's Risk Manager.
15.3 Each insurance policy required herein shall be endorsed with a waiver of
subrogation in favor of the City. Each insurance policy required by this Agreement,
except for policies of worker's compensation or accident/medical insurance shall list the
City as an additional insured. City shall have the right to revise insurance coverage
requirements under this Agreement.
15.4 Contractor further agrees that it shall comply with the Worker's Compensation
Act of Texas and shall provide sufficient compensation insurance to protect Contractor
and City from and against any and all Worker's Compensation claims arising from the
work and services provided under this Agreement.
16. Miscellaneous Provisions
16.1 The provisions of this Agreement are severable, and, if for any reason a clause,
sentence, paragraph or other part of this Agreement shall be determined to be invalid by a
court or Federal or state agency, board or commission having jurisdiction over the subject
matter thereof, such invalidity shall not affect other provisions which can be given effect
without the invalid provision.
16.2 City's failure to insist upon the performance of any term or provision of' this
Agreement or to exercise any right herein conferred shall not be construed as a waiver or
relinquishment to any extent of City's right to assert or rely upon any such term or right
on any future occasion.
16.3 Should any action, whether real or asserted, at law or in equity, arise out of the
execution, performance, attempted performance or non - performance of this Agreement,
venue for said action shall lie in Tarrant County, Texas.
16.4 Contractor represents that it possesses the legal authority, pursuant to any proper,
appropriate and official motion, resolution or action passed or taken, to enter into this
Agreement and to perform the responsibilities herein required.
16.5 This written instrument and the exhibits attached hereto, which are incorporated
by reference and made a part of this Agreement for all purposes, constitute the entire
agreement between the parties concerning the work and services to be performed
hereunder, and any prior or contemporaneous, oral or written agreement which purports
to vary from the terms hereof shall be void. Any amendments to the terms of this
Agreement must be in writing and must be signed by authorized representatives of each
party.
16.6 All notices required or permitted by this Agreement must be in writing and are
deemed delivered on the earlier of the date actually received or the third day following
(1) deposit in a United States Postal Service post office or receptacle; (ii) with proper
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postage (certified mail, return receipt requested); and (iii) addressed to the other party at
the address as follows or at such other address as the receiving party designates by proper
notice to the sending party.
CITY: Charles W. Daniels, Assistant City Manager
City Manager's Office
City of Fort Worth
1000 Throckmorton Street
Fort Worth, TX 76102
Copies To: Sasha Kane, Contract Administrator
Fort Worth Police Department
350 W. Belknap Street
Fort Worth, TX 76102
Charlene Sanders, Assistant City Attorney
Law Department
1000 Throckmorton Street
Fort Worth, TX 76102
2. CONTRACTOR: Susan Flood, Executive Director
CASSATA HIGH SCHOOL
1400 Hemphill Street
Fort Worth, TX 76104
16.7 None of the performance rendered under this Agreement shall involve, and no
portion of the Program Funds received hereunder shall be used, directly or indirectly, for
the construction, operations, maintenance or administration of any sectarian or religious
facility or activity, nor shall said performance rendered or funds received be utilized so as
to benefit, directly or indirectly, any such sectarian or religious facility or activity.
16.8 Contractor certifies that it has obtained a 501 (c) (3) Certificate from the Internal
Revenue Service. Contractor shall notify City in writing of any changes to its 501 (c) (3)
tax - exempt status during the term of this Agreement.
16.9 Captions and headings used in this Agreement are for reference purposes only and
shall not be deemed a part of this Agreement.
16.10 The provisions and conditions of this Agreement are solely for the benefit of City
and Contractor and are not intended to create any rights, contractual or otherwise, to any
other person or entity.
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IN WITNESS WHEREOF, the parties hereto have executed this agreement in
multiples in Fort Worth, Tarrant County, Texas, to be effective December7, 2011.
CITY OF FORT WORTH
�Charles W. Daniels
Assistant City Manager
APPROVED AS TO FORM AND
LEGALITY:
Charlene Sanders
Assistant City Attorney
M &C
ST:
.,/ �{iYl �_ F
CASSATA HIGH SCHOOL, a Texas
Non -Profit Corporation
Dater— Z —
Susan Flood
Director
Cf
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OFFICIAL RECORD
CITY SECRETARY
FT. il1ICRT H, TX 'i
Exhibit A
FY2012 CRIME CONTROL AND PREVENTION DISTRICT
PROPOSAL COVER SHEET
AGENCY: Cassata High School
DIRECTOR: Susan Flood
PHONE NUMBER: 817- 926 -1745
PHYSICAL ADDRESS: 1400 Hemphill Street, Fort Worth, TX 76104
CONTACT PERSON: Heather Parker
PHONE NUMBER: 817- 926 -1745
EMAIL ADDRESS: hparker @cassatahs.org
FAX NUMBER: 817 - 926 -3132
PROGRAM TITLE: Remedial Literacy and Math Program
CCPD FUNDS REQUESTED: $20,000
AGENCY STATUS:
X Private Nonprofit
❑ Public Nonprofit
Mark the goal(s) that your project addresses.
❑ Support efforts to reduce violent crime and gang - related activities through enhanced
enforcement activities and crime prevention programs
❑ Support efforts to increase the safety of residents and to decrease crime throughout Fort
Worth neighborhoods; and
X Support efforts to increase the safety of youth and reduce juvenile crime through crime
prevention and intervention programs.
Additionally, does program address the priority consideration listed below.
X Project is a prevention or intervention program for youth and /or family violence.
CERTIFICATION:
I certify that the information contained in this proposal fairly represents the above -named
agency's operating plans and budget for the proposed program. I acknowledge that I have read
and understand the requirements and provisions of the Request For Proposal and that the
above -named agency will comply with all applicable rules and regulations relating to the
procurement process. I certify that I am authorized to sign this proposal and to enter into and
execute a contract with the City of Fort Worth to provide the services authorized.
TYPED NAME: Susan Flood
TITLE: President
SIGNATURE: __� r" DATE:
PROGRAM ABSTRACT
Provide a short description of your program to be funded. Please summarize the
problem and what your program will do the address it. (Roughly 2 paragraphs in
length)
Cassata seeks CCPD funding to support its remedial literacy and remedial math
programs.
All students who test below a 9th grade level in reading or math at enrollment are automatically enrolled in the
appropriate remedial program.
Cassata's remedial literacy and math programs are a last chance for many students to master skills they
should have learned in elementary or middle school. By providing the building blocks of learning in reading
and math, Cassata is able to deter students from dropping out. Students who drop out of school are eight
times more likely to end up in the juvenile justice system or prison. Thus, the adolescent literacy and math
programs help eliminate one of the major factors which leads to youth violence and delinquency.
PROPOSAL NARRATIVE
Provide a 4 -5 page description of your program to be funded. In this narrative, please
respond to each of the following questions:
1) Describe in detail the problem that your program addresses.
ABOUT CASSATA HIGH SCHOOL
Cassata High School is a private, nonprofit outreach school that is committed to providing young people with
another chance at success. Cassata's mission has been the same since its inception in 1975: To provide an
effective, quality education that enables students of all backgrounds to raise their educational level and
complete their secondary education.
Many of Cassata's students face significant barriers to obtaining an education —for the 2009/10 school year,
34% of graduates were the first in their family to earn a high school diploma; 30% of students are teen
parents; and several are over the age of 21. Furthermore, most of our students have had difficulty with
traditional education and many are not currently attending school when they arrive at Cassata.
PROGRAM NEED
Cassata's adolescent literacy and remedial math programs provide instruction for some of the schools most
struggling students. All students who test below a 9`h grade level in reading or math at enrollment are
automatically enrolled in the appropriate remedial program.
Difficulty with reading and math is among the top reasons why youth drop out of school. In fact, 8.7 million
students in fourth through twelfth grade struggle with reading, writing and math. Challenges with learning are
among the main reasons why students have failed at previous schools and become disenchanted with
education. In fact, for many students learning difficulties in reading and math play a prominent role in their
decision to drop out of school.'
Cassata's remedial literacy and math programs are a last chance for many students to master skills they
should have learned in elementary or middle school. The programs use a unique educational approach that
incorporates self - paced, individualized, one -on -one instruction to help students gain a deeper understanding
of the basic skills needed to master all academic subjects. Only when a student tests at a 9m grade level in
reading and math are they permitted to start earning credits in other high school courses.
By providing the building blocks of learning in reading and math, Cassata is able to re- invigorate the spirit of
many students and deter them from becoming another dropout. Students who drop out of school are eight
times more likely to end up in the juvenile justice system or prison.2 Thus, the adolescent literacy and math
programs helps eliminate one of the major factors which leads to youth violence and delinquency.
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2) Describe what your program does to 1) support efforts to reduce violent crime and gang -
related activities through enhanced enforcement activities and crime prevention programs, 2)
support efforts to increase the safety of residents and to decrease crime throughout Fort Worth
neighborhoods; and 3) support efforts to increase the safety of youth and reduce juvenile
crime through crime prevention and intervention programs.
Cassata's adolescent literacy and math programs are an intervention program aimed at providing struggling
youth with the tools and confidence to engage in school and earn their diploma.
Research demonstrates that students with poor academic skills are more likely to be delinquent and
subsequently involved in the juvenile justice system. Students who are significantly behind grade level in math
and reading are 3.1 times more likely to join a gang. In fact, 35 percent of low- achieving students exhibited
delinquent behavior, as compared to less than 20 percent of students who are considered high - academic
performers.
Cassata students are tested using the Test of Adult Basic Education (TABE) at enrollment. Any student who
tests below a 9th grade level in reading or math is automatically enrolled in the appropriate remedial program.
Unfortunately, many of Cassata's students test at a 5th grade level or below at entrance, and have not
mastered elementary or middle school skills. These students have been allowed to prIress in other schools
after years of cleverly disguising their problems. At Cassata, until a student tests at a 9 grade level, they are
not allowed to take high school level language or math courses. This is to ensure that students are gaining
full comprehension, confidence and mastery of academic skills before advancing to more complex material.
Students in the remedial program receive one -on -one, individualized instruction in a small class setting (no
greater than a 12:1 student/teacher ratio). Studies indicate that this type of learning model is the most
effective with at -risk students. Specifically, research has validated the use of individualized one -on -one,
direct instructional strategies for struggling youth.° '
In addition to the unique classroom approach, students in the remedial programs are linked with other
educational enrichment opportunities. For example, remedial reading students who are currently on probation
meet with Cassata's assistant principal regularly for academic check -up's. Furthermore, many remedial
program students participate in Cassata's mentoring program which links them one -on -one with a community
mentor. All African American males in the program participate in a group mentoring program with the 100
Black Men of Greater DFW.
Mentoring and educational enrichment options are an important extra offering. Many studies suggest that
students who do not feel attached to their school are twice as likely to join gangs. Therefore, positive social
and emotional conditions are a necessary addition to the quality of learning.
Cassata has a demonstrated legacy of success at transforming the lives of youth who are struggling
academically.
The following data reflects outcomes for these remedial program graduates:
• 39% of May 2010 /December 2010 graduates participated in one or both of the remedial programs at
the beginning of their Cassata experience.
• Average Math Grade Level at Entry: 7th grade, 6th month
• Average Math Grade Level at Exit: 11th grade, 6th month
• Average Reading Grade Level at Entry: 7th grade, 4th month
• Average Reading Grade Level at Exit: 11 th grade, 7th month
• The average student took 16 months to advance 4 grade levels in reading and math.
3) Does your program address the CCPD priority /special emphasis of the prevention or
intervention of youth violence and /or family violence? Describe how your program
addresses this priority?
Cassata addresses the CCPD priority of prevention /intervention of youth violence by lowering risk factors for
crime which consequently lowers risk factors for family and youth violence and gang activity.
Cassata's adolescent literacy and math programs greatly reduce the chance of a youth dropping out of school
and engaging in delinquency and crime. By lowering risk factors for youth violence and gang activity, Cassata
meets the program emphasis for prevention /intervention programs.
4) How will you measure the effectiveness of the program? Please describe evaluation tools
and the method of data collection that you will use. You must include specific
performance measures on the Activities and Outcomes Summary.
Cassata uses the TABE test (Test for Adult Basic Education) to measure skills and aptitudes in reading,
math and language skills. These tests provide teachers and staff with a thorough and accurate skills
measurement for each student, and allows for the individual customization of studies. All students
required to take entrance and exit TABE tests. are
5) area will th see
ervegram benefit? How many people? What age group? What geographic
Cassata High School welcomes students of all religious faiths, ethnicities and cultures. Cassata does not
offer a religious curriculum, but rather works to instill strong values, such as respectfulness, self- confidence,
Positive communication skills and maturity. We consider diversity one of our greatest assets, and a
compelling interest in education.
Cassata accepts students as young as 14, but does not have an upper age limit. Many of our students are
non - traditional students who enter school after dropping out. The average student is between ages 16 -20.
During the 2009/10 school year, Cassata served students from 84 previous schools across 51 zip codes in
Tarrant County.
# of Students served through remedial Literacy Program in 2009/10: 84 (31 % of student body)
# Students served through remedial math program in 2009/10: 101 (37% of study body)
% of students on juvenile probation attending Cassata who enrolled in either remedial math or literacy
program: 47%
6) What makes this program unique from any other crime prevention programs in Fort
Worth?
Cassata High School is not an alternative school. The students of Cassata demonstrate a zeal to learn an
earnest objective to achieve. Many students in the remedial programs have become frustrated after years of
failing in their former schools. Some of these students have attempted to succeed in traditional environments
but have been disappointed because they were lacking in basic skills necessary for high school work.
Cassata is a small school with small class sizes. Teachers in the remedial programs know their students by
name and work with them one -on -one to identify their specific difficulties in reading and math. Unfortunately,
most other educational programs do not offer this type of learning model.
In addition to academics, Cassata offers enrichment opportunities to its most struggling students. Students in
the remedial program who are also on probation receive extra counseling sessions with the assistant to the
principal; all students have the option to sign up for the Cassata Connections mentoring program; and any
African American males who are enrolled in remedial math or literacy participate in mentoring with the 100
Black Men of Greater DFW group.
Thus, Cassata offers both a unique learning model and a series of enrichment opportunities that no other
crime intervention program locally can offer.
7) Is the program already in operation? If so, how long have you operated the program?
What resources are currently used to operate the program? Why are CCPD funds
necessary at this time?
Cassatas' remedial programs have been instituted since the school first opened in 1975. The adolescent
literacy remedial program is taught by a teacher with 13 years of experience working with Cassata's at -risk
youth. The remedial math teacher worked in the public school sector for many years before retiring and
starting her second career at Cassata. Both teachers have decades of teaching and at -risk youth experience.
This program is generally supported by foundations, corporation, government contracts and individual
support. However, one of Cassata's major government contracts with Workforce Solutions (WIA) is
undergoing state budget cuts that will impact Cassata's contract, and projections suggest that WIA will not
be able to provide the same level of funds for youth educational providers, including Cassata.
Funding from CCPD will provide some relief for this expected cut in funding so that Cassata can continue
6
providing its remedial reading and math programs.
8) Is this a new program? If so, what other funds have you applied for? Also, please
describe the sequence of steps needed to implement your project and the timeframe in
which this will occur.
N/A
9) Briefly describe the specific expenditures planned for CCPD funding. You MUST fully
complete attached budget forms.
Funds from CCPD will be used to support operating costs for the Adolescent Literacy program and Remedial
math programs. See attached budget forms.
10) If funds are awarded, will this program continue beyond the CCPD funding period?
Please explain your plan to sustain this program.
Cassata has operated as a financially conservative, non - profit school that has been successful in obtaining
necessary funds for operation from many sources of income since 1975. Cassata receives funding from
foundations, businesses, individuals, government grants, tuition, and fundraising activities. Cassata will continue
to solicit support from long time donors and community supporters during and after the term of this grant.
References
1 National Institute for Literacy. What Content Area Teachers Should Know About Adolescent Literacy. 2007.
2 Adams -Wade, Norma. "Keeping Kids Off The Path To Prison." Dallas Morning News 06 February 2008:3B
3,4 O'Cummings, Mindee, Sarah Baradack, and Simon Gonsoulin. The Importance of Literacy and Math Skills for Youth Involved in the
Juvenile Justice System. National Evaluation and Technical Assistance Center.
7
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LEVERAGE OF FUNDS
Please identify other sources of funding that have been secured for the proposed project. Please indicate
the source of funding, dollar amount of each source, and describe in detail how these funds support the
project.
Source 1: Tarrant County Juvenile Services and Tarrant County Workforce Development
Board Government Grants- $271,725
Source 2: Contributions and Donations: $402,255
Source 3: Tuition and Registration: $191,160
Source 4: Special Events: $54,676
Source 5:
* All sources of funding go toward Cassata's operating budget. The adolescent literacy and remedial
math programs are funded out of operating. Thus, only a portion of each funding source is allocated
toward the remedial programs.
H
BUDGET SUMMARY
Amount
pan laef— l
A. Personnel
$1375234
B. Fringe Benefits
$6,247.66
C. Travel
D. Equipment
E. Supplies
F. Contracts /Consultants
G. Other
TOTAL
$20,000
BUDGET DETAIL
A. Personnel
Name Position Rate of Pay x # of Hours
Mary Ann Haefling Literacy Teacher $39,788.00 /annually
Mary Harkins Remedial Math Teacher $33,130.00
TOTAL Personnel
B. Fringe Benefits
Name Position Description of Benefits
Mary Ann Haefling Literacy Teacher FICA/Medicare,
Workers comp.,
Retirement, health insurance,
LT /ST Disability
$17,093.11 /annually
Cost
$7,504.02
(18.86% of salary)
$6,248.32
(18.86% of salary)
$13,752.34
Cost
$3,223.76
(18.86% of benefits)
Mary Harkins Remedial Math FICA/Medicare $3,023.90
Teacher Workers comp. (18.86% of benefits)
Retirement, health insurance,
LT /ST Disability
$16,033.40 /annually
5
IV I AL rringe uenetits $6,247.66
c:. i ravei
Purpose of Travel Location
TOTAL Travel
u. tquipment
Item Cost per Item
Item
Quantity
Cost
Cost
TOTAL Equipment $
E. Supplies
Item Cost per Item
TOTAL Supplies
F. Contracts /Consultants
Description of the Service
i
TOTAL Contracts /Consultants
G. Other Costs
Quantity
12
Cost
A
Cost
Item cost per Item Quantity Cost
TOTAL Other Costs
BUDGET NARRATIVE
Please attach a detailed budget narrative that explains the need for all proposed expenditures by individual item.
The budget narrative should clearly explain how funds will be used and why expenditures are necessary for
successful implementation of your program. Please explain how costs are calculated.
A. Personnel
CCPD funds will be used to fund 18.86% of salary for the two teachers in the remedial
literacy and math programs.
B. Fringe
CCPD funds will be used to fund 18.86% of benefits for the two teachers in the remedial
literacy and math programs.
C. Travel
D. Equipment
E. Supplies
F. Contracts /Consultants
G. Other
13
TERMS AND CONDITIONS PAGE
LICENSING
List all licenses required to carry out the project and indicate whether the license has been
approved or is pending. For example, the project may require a childcare license, health
certificate for food preparation, chauffeurs license for transportation services, etc. Licensed
childcare center applicants must attach a copy of current license. Attachments should be labeled
Licensing. If not applicable, please include statement to that effect
INSURANCE REQIUREMENTS
The program shall agree to provide and maintain during the program period of performance the
following insurance coverage. A statement of concurrence with this requirement must be
submitted with your proposal.
Commercial General Liability (CGL)
Limit $1,000,000 per occurrence
$2,000,000 aggregate
City of Fort Worth named as Additional Insured
Non - Profit Organization Liability
May be called Directors & Officers Liability
Limit $1,000,000 per claim and aggregate
NOTE: This policy protects not only the directors & officers, but committee members,
volunteers, and the organization itself for claims that do not involve bodily injury or property
damage (these are covered under the CGL policy)
COSTINCURRED
All costs directly or indirectly related to preparation of a response to the RFP or any oral
presentation required to supplement and /or clarify the RFP which may be required by the City
shall be the sole responsibility of and shall be borne by Vendor(s).
BACKGROUND SCREENING FOR PERSONS WORKING WITH CHILDREN
Applicants are required to conduct background screening for any volunteer or employee who
will be working with children under the proposed program. Automatic disqualification of a
potential worker or volunteer is appropriate when screening indicates that the individual, as an
adult, perpetrated any crime involving a child and /or a dependent adult, regardless of how long
ago the incident occurred, and /or any violent crime within the past 10 years. Applicants will be
responsible for conducting background screening and for maintaining appropriate records,
which will be subject to review by the Police Department.
ACTIVITIES AND OUTCOMES
The CCPD Board retains the right to require additional activity, outcome, and /or programmatic
reporting to ensure a program's performance can be adequately evaluated. The CCPD Board
and /or scoring committee may request modifications or additions to the outcome measures as
a condition of award.
14
BOARD INFORMATION
1. Is your organization registered as a non - profit? If yes, please attach documentation of
non - profit status.
Yes.
2. How many board members does your organization have?
19
3. How often does your board meet?
Monthly— except July and December.
4. Who recruits board members?
Current board members, President, Principal and Development Director.
5. What portion of the board is elected annually?
Members shall serve two -year terms, beginning on July 1 following their election. One -
half of the board shall be elected each year. For board members elected to even -
numbered places, their elections shall take place in even - numbered years. For board
members elected to odd - numbered places, their elections shall take place in odd -
numbered years.
6. How long is a board term? How many consecutive terms may be served?
Board members shall serve up to three two -year terms for a maximum of six years of board
service. An exception to board term limits may be permitted subject to approval by a
majority vote of the board.
7. Please list the names and occupations of your board officers.
See attached.
8. Please attach a copy of your board by -laws.
See attached.
9. If any member of the board is related to another board member or an employee of the
non - profit corporation, please explain the relationship. N/A
15
PROPOSAL EVALUATION PROCEDURE
Proposals deemed to be complete will be scored based on four categories. These include the
proposal narrative section, activities and outcomes,
the of the budget, and the ability of the program to meet one of the aidentifed CCPD goals. teness
Programs addressing the proposal's priority of prevention or intervention of youth and /or famil
violence will receive additional points in scoring. If a proposal is being considered for y
selection, the bidder may be asked to make a formal presentation to the sel
Below is the breakdown of how applications will be awarded points. ection committee.
i arget population identified.
Problem statement included and well - written.
Proposal's explanation of effectiveness /evaluation tools, and data collection methods.
Program's uniqueness in Fort Worth (doesn't duplicate services already provided by other
Proposal's explanation of sustainability beyond CCPD fundinn
Outcomes and activities are directly related to CCPD goal(s).
Outcomes and activities are reasonable to achieve the goals
Addresses now the applicant plans to measure activities.
In
Certificate of Cover,
CertUtcate Holder
Most Reverend Joseph P Delaney, D.D., Bishop of the
Roman Catholic Diocese of Fort Worth and His Successors
in Office, Catholic Center
800 West Loop, 820 South
Fort Worth, TX 76108
Covered Location
Cassata Learning Center
1400 Hemphill
Fort Worth, TX 76104
Coverages
Date: 6/17/20- 10
This Certiftcate is issued as a matter of in only and
confers no rights upon the holder of this form dO Only certiftcate
does not amend, extend or alter the coverage afforded below.
Company Affording Coverage
THE CATHOLIC MUTUAL RELIEF
SOCIETY OF AMERICA
10843 OLD MILL RD
OMAHA, NE 68154
This is to certify that the Coverages
indicated, notwith:tandin saw listed below have been ironed to the certiftcate holder named above for the certiftcate
g Y regnlrin, the term or condition of any contract or other document with respect to which this
certificate may be Issued or may Pertain, the coverage afforded described herein V subject condition: of such coverage. Lbntta shown to ail
may have been reduced by paid claims. the terms, exclusions and
Type of Coverage
Certiflcate Number Coverage Effective Coverage Expiration
Property
Date Date Unfits
Real do Personal Properly
General Liabtiity
General Aggregate
�✓ Occurrence
39000,000
Products-Comp/op Agg
Claims Made
8587 7/1/2010 Penoui elk Adv Injury
7/1/2011
Each Occurrence 500,000
Fire Damage (Any one fire)
Excess Liability
Med Ezo (Any one person)
8587 7/1/2010 7/1/2011 Each occurrence
500,000
Other
Employee Dishonesty
8587 7/1/2010
7/1/2011 Each occurrence
100,000
Description of Operations /LocationvVehicles/Speciai Items
Proof of coverage for Cassata Learning Center, for the term of the certificate.
Holder
Tarrant County Workforce Development Board
1320 S. University Drive, Ste 600
Fort Worth, TX 76107
0271000102
Cancellation
Should any of the above described coverages be canceled
before the expiration date thereof; 3 the issuing company will
Certificate to mail _� days written notice to the holder of
cate named to the kk but failure to mail such notice shall
Impose no obligation or (lability of any kind upon the company,
Its agents or representatives, _
Authorised Representative /
�I
I•
fijAd O.Mee o f the General Coups
4�� el
3211 FOURTH nRMT NE • WASHDWON DC 10017.1194 - 207,541,3300 •FAX 2025413937
July 22, 2010
TO: Subordinate Organizations under USCCB Group Ruling
[GEN: 0928]
SUBJECT: 2010 Group Ruling
FROM: Anthony Picarello, General Counsel
(Staff: Deirdre Dessingue, Associate General Counsel)
This memorandum relates to the Group Ruling reaffirmation letter
Issued to the United States Conference of Catholic Bishops ("USCCB') on July
12, 2010 by the Internal Revenue Service ( "IRS "), with respect to the federal tax
status of subordinate organizations listed in the 2010 edition of the Official
Catholic Directory (" OCD ")r. As explained in greater detail below, this ruling is
important for establishing:
(1) exemption of subordinate organizations under the USCCB Group
Ruling from federal income tax; and
(2) deductibility, for federal income, gift and estate tax
purposes, of contributions to such organizations.
The 2010 Group Ruling letter is the latest in a series that began with the
original determination letter of March 25, 1946. In the original 1946 letter, the
Treasury Department affirmed the exemption from federal income tax of all
Catholic institutions Bated in the OCD for that year. Each year since 1946, in
R separate letter, the 1946 ruling has been reaffirmed with respect to
subordinate organizations listed in the current edition of the OCD2. The
annual group ruling letter clarifies important tax consequences for Catholic
Institutions listed in the OCD, and should be retained for ready reference.
Group Ruling letters from prior years establish tax consequences with respect
to transactions occurring during those years.
A oW of the Qroap Rugng end this memo may be found on the USCCB msbslle at
_www.usW aiYM.
2 091111090 01yen/zetbns with Independent IRS exempllon determinedon letters are listed in ft
ZO 10 Ru wlfh an estertak (7, whlal► indk4tee that such o9anizationt aro nor WWW by the
Qrvtrp Ruling.
` /i0
ltesnonsibilitle: n&-1 t}MD RuHnj6 Diocesan officials who compile OCD
information for submission to the OCD publisher are responsible for the
accuracy of such information. They must ensure that only qualified
organizations are listed, that organizations are listed under their correct legal
names, that organizations that cease to qualify are deleted promptly, and that
newly-qualified organizations are listed as soon as possible.
I. ZZromntion hom Federal Income Tax. The latest Group Ruling
letter reaffirms 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 that appear in the 2010 OCD and are subordinate organizations
under the Group Ruling are recognized as exempt from federal income tart
under section 501(c)(3) of the Code. (77w Group Ruling does not coiner
organizations listed with asterisks or ang foreign. organizations listed in the
2010 0M)
Ved Q n of &ewe under a= Rull-na. The latest Group Ruling
letter indicates that most subordinate organizations under a group tax
exemption are not separately listed in IRS Publication 78 or the IRS Exempt
Organization Business Master File rEOBMIr). As a result, most subordinate
organizations under the USCCB Group Ruling will not be included in various
online databases that are derived from either of these IRS sources. TMs does
not mean that subordinate organizations included in the Group Ruling are not
tax - exempt, that contributions to them are not deductible, or that they are not
eligible for grant funding from corporations or private foundations that may
rely on online databases for verification of tax-exempt status. it does mean
that a Group Ruling subordinate may have to make an extra effort to document
its eligibility to receive contributions. The Group Ruling letter states that
donors May verify that a subordinate organization is included in the Group
Ruling by consulting the Official Catholic Directory or by contacting USCCB
directly. It also states that IRS does not verify inclusion of subordinate
organizations under the Group Ruling. Accordingly, neither subordinate
or+gar hwXons nor donors should contact ZRS seeking verYkation of inclusion
under the Group Ruling.
Subordinate organizations should refer donors; including corporations
and Private foundations, to the specific language in the Group Ruling letter
noted above, and to IRS Publication 4573, Group 1.xemptlons, available on the
IRS website at www- irs.aov. Publication 4573 explains that: (1) IRS does not
determine which organizations are included in a group exemption; (2)
subordinate organizations exempt under a group exemption do not receive an
IRS determination letter, (3) exemption under a group ruling is verified by
reference to the official subordinate listing (e.g., the Official Catholic Directory);
2
211 4P
and (4) it is not necessary for an organization included in a group exemption to
be listed in Publication 78 or the EOBUF.
2. Public Chu ft status. The latest Group Ruling letter recognizes
that subordinate organizations included in the 2010 OCD are not private
foundations under section 509(a) of the Code, and that all subordinate
organizations do not share the same sub - classification under section 509(x).
In addition, although USCCB is classified as a public charity under sections
509(a)(1) and 170(b)(1)(A)(1), that classification does not extend to subordinate
organizations covered under the Group Ruling.
YQtiRcatdorz ofP�Alh Charity �c„n,Q The latest Group Ruling letter
recognizes subordinate organizations covered under its provisions xs public
charities under section 509(a), but does not specify the subsection of section
509(a) under which they are classif ed because all covered organizations do not
share a common classification. Each subordinate organization must establish
its own public charity classification under section 509(x)(1), 509(x)(2) or
509(a)(3) as a condition of inclusion in the Group Ruling.
As a result of requirements imposed by the Pension Protection Act of
2006 with respect to private foundation grants to section 509(a)(3) supporting
organizations, private foundations may require more specific documentation of
public charity status under section S09(a)(1), 509(x)(2)0 509(x)(3) -Type I or
509(a)(3) -Type U.
Certain types of subordinate organizations included in the Group Ruling
qualify as public charities by definition under the Code. These are;
• churches and conventions and associations of churches under
sections 509(x)(1) and 170(b)(1)(A)(1) (generally limited to dioceses
parishes, religious orders, and state Catholic conferences);
• elementary and secondary schools, Colleges and universities under
sections 509(a)(1) and 170(b)(1)(A)(ii); and
• hospitals under sections 509(x)(1) and 170(b)(1)(A)(iii).
Other subordinate organizations covered under the Group Ruling may
qualify under the public support tests of either sections 509(8)(1) and
170(b)(1)(A)(vi) or section S09(a)(2). Verification of public charity classification
under either of the support tests generally can be established by providing a
written declaration of the applicable classification signed by an officer of the
organization, along with a reasoned written opinion of counsel and a copy of
the support test portion of Form 990, if applicable. A section 509(a)(3)
organization included in the Group Ruling should be able to rely upon a
written declaration of the applicable supporting organization classification
signed by an officer of the organization, along with a reasoned written opinion
3
3fi�
of counsel and Form 990, if applicable, to satisfy foundation grantors of its
Type I or Type 11 supporting organization status.
3. DAdU9MbWft of Coutributions The latest Group Ruling letter
assures donors (including individuals, corporations, and pri rate foundations)
that contributions to subordinate organimdons listed in the 2010 OCD are
deductible for federal income, gift, and estate tax purposes.
4. 92e=0101►ment Tax, As section 501(c)(3) organizations,
subordinate organizations covered by the Group Ruling are exempt from
federal unemployment tax. However, individual states may impose
unemployment tax on subordinate organizations even though they are exempt
from federal unemployment tax. Please refer to your local tax advisor any
questions you may have about state unemployment tax.
S. 80eia18oMmitp Taa. All section 501(c)(3) organizations, including
churches, are required to withhold and pay taxes under the Federal Insurance
Contributions Act (FICA) for each employee.3 However, services performed by
diocesan priests in the exercise of their ministry, are not considered
"employment" for FICA (Social Security) purposes.4 FICA should not be
withheld from their salaries. For Social Security purposes, diocesan priests are
subject to self - employment tax ( "3ECA") on their salaries as well as on the
value of meals and housing or housing allowances provided to them.s Neither
FICA nor income tax withholding is required on remuneration paid directly to
religious institutes for members who are subject to vows of poverty and
obedience and are employed by organizations included in the Official Catholic
Directory.6
6. Federal 13miss Tax. Inclusion in the Group Ruling has no effect
on a subordinate organization's liability for federal excise taxes. Exemption
from these taxes is very limited. Please refer to your local tax advisor any
questions you may have about excise taxes.
s Section w 3121
() of the Code permits oertaln dturCh- rg/aMd oWMzstbns to make an
lrrovocabre erection to avoid paymer# of FICA taxes, but only if such o p1ftWW are
Ior mllakw reasons to payment of soclal security taxer.
I.R.C. 9 8 12 1(b)(8)(A).
I.R.G. $ 1402(a)(8). Soo also, QomnenMUM of Prleslg at
bap -IA ~ uscab /shc►c�s/d �
Rev. Rul. 77290, 1977 -2 OA 28. See also, OGCJlRCR Memorandum on
C 08 ensedon of Reli8lons, (September 11,
4
`ilia
7. Otate /Local Tomes. Inclusion in the Group Ruling does not
automatically establish a subordinate organizatiorea exemption f wn 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 quality
for arty applicable exemptions. Please refer to your local tax advisor any
questions you may have about state or local tax exemptions.
S. EM 990, All subordinate organizations covered under the Group
Ruling must file storm 990, Return of Organization Exempt from Income Tax,
unless they are eligible for a mandatory or discretionary exception to this filing
requirement. Them is no autoneatlo evwnptlon f rant the i Alan 990. ftUncy
simpbj because an organization is tneladed in the group
Rahn$ or tested to the OC,D. Subordinate organizations required to file Form
990 must do so by the 15th day of the fifth month aver the close of their fiscal
year." Among the organizations W required to file Form 990 under section
6033 of the Code are: (1) churches; (ii) integrated auxiliaries of churches$; (iii)
the exclusively religious activities of religious orders; (iv) schools below college
level affiliated with a church or operated by a religious order; (v) organizations
with gross receipts normally not in excess of $25,000;9 and (vi) certain church -
a#8liated organizations that finance, fund or manage church assets, or
maintain church retirement Insurance programs, and organizations controlled
by religious orders that finance, fiend or manage assets used for exclusively
religious activities. 10
The penalty for failure to ft the Foan 9901$ $201br each d4y the Wm Dominoes, LP k
a maximum of $10,000 or 6 perrrent of the ownft*nt puss MO*fs, "fthever is
Am However, organlsatlons om annual gross racelpts In axM9 of $1 nWon we
subject b Pena, n of $100 peer ft W to a n7Wmum of $60,000. I.R.C. $
602(c)(1)(A)•
IRA $ 6088(e)(8)(A)M, Tn& Rep # 1.60c9 Ah). To WAdVy as en kNegrgted awAwy
of a dWAA an agankatlon must be dewtW In seo*n 501(o)(s), qWh as other" dean
a Pdveb focmdadon, be afftted w1M a dhwt*, sod gLMW M kdem* supported. An
aWksdon w91 be consldensd Jhfern* &WonW UOJM It both:
(1) Offers admissbM good!*, services, or fao NUM for 8810, other than on an
Ire dewW basis, to the general Pugs (axeept Dew sendoM or fiscaffts
sob►tit a aominal charge orsuba mtk* belowcost), AW
(z) rarmelty rgoW►w nano than 50 pwosnt of Ass XppW ham a ow",Wkn
of govlBmmsl W soiNcw; PM* aOlidhl W or cowthuft" (such e8
thrnupb a consnrnW ford dMve); end receipt: fiam the sale of
S*r&SbM goo* psi of servfcK or fingsho p of fadddee In
a VWW UWt arcs not fur WkIed tradss or busklerses,
Rev. Prix~ 89-28, 1883 -1 CA 687.
10 Rev. Pros wo, 1896~1 C.a 677.
E
5116
" n"m6 tar a@mM Qyy(gJ(;f1.�unDQ ma gn MUms, The Pension
Protection Act of 2006 eliminated discretionary exceptions to the Form 990
filing requirement as applied to section 509(a)(3) supporting organizations. The
discretionary exceptions likely to be affected by this provision are exceptions (v)
and (vi) above. This means that if a subordinate organization under the Group
Ruling is elassit%d as a section 509(a)(3) supporting organization, it may no
longer rely on exceptions (v) or (VI) above as the basis for not filing Form 990.
However, a section 509(a)(3) supporting organization that qualifies as an
integrated auxiliary of a church under section 6033 may continue to rely on
that exception as a basis for not filing Form 990. Because it is a statutory
exception, the integrated auxiliary of the church exception was not affected by
the Pension Protection Ac:t.
Fbrm 990-NSft Red riM-* wU, Under the Pension Protection Act of
2006, a subordinate organization under the Group Ruling that claims
exception (v) above (gross receipts normally not In excess of $25,000) as its sole
basis for not filing Form 990 must file annual electronic Form 990 -N (" e-
postcard") as required by IRS, setting forth the following information: (1) the
legal name of the organization; (2) any name under which the organization
operates or does business; (3) the organization's mailing address and Internet
website address; (4) the organization's BIN; (5) the name and address of a
principal offioer; (6) evidence of the organization's continued qualification for
exemption from the Form 990 Sling requirement; and (7) notification of
termination, if applicable. Form 990 -N must be submitted electronically
through the IRS website on or before the 151h day of the fifth calendar month
following the close of the fiscal year for which it is filed.11
Prtblic 1?isclosme and I ee on. Any subordinate organization that is
required to file either Form 990 or Form 990 -N must upon request make a copy
of the form and its schedules and attachments (other than Form 990
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 or Form 990 -N for a particular
year roust be made available for a three year period beginning with the due
date of the return, iz In addition, any organization that files Form 990 or Form
990 -N must comply with written or in-person requests for copies of the form.
The organization may impose no fees other than a reasonable fee to cover
copying and mailing costs. If requested, copies of the forma for the past three
Final Regulations: Notllitcstion Requirement for Tax - Exempt EntAles Nor Cwrontly
Required to Me. 74 Fed -Reg. 38385 (Jury 23, 2008).
12 The penalty for faHWe to pem* public Inspection of the Form 980 to $20 for each day
dudW whkh suO fallure continues, up to a maximum of $10,000 I.R.C. § 6652(c)(1)(C).
A
� I,(o
years must be provided. In- person requests must be satisfied on the same day.
Written requests must be satisfied within 30 days. 13
Pub11e Disclosure ofFbrm 92Q-T Under the Pension Protection Act of
2006, Form 990 -T, Exempt Organization Unrelated Business Income Tax
Return, is subject to the same public inspection and copying rules that apply
to Forms 990 and 990 -N.
Rewcatlon for Fh fure to to Under the Pension Protection Act of 2006,
the tax- exempt status of an organization, including a subordinate organization
under the Group Ruling, that is required to file either Form 990 or Form 990 -N
but that fails to do so for three consecutive years will be considered revoked.
Reapplication to IRS (not through the Group Ruling process) will be required in
order to reinstate exemption.
9. Revenue Prooednre 760. Rev. Proe. 75 -5014 sets forth notice,
publication, and recordkeeping requirements regarding radaliy
nondiscriminatory policies with which private schools, including church-
related schools, must comply 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 Me an annual certification of racial
nondiscrimination with the IRS. For private schools not required to file Form
990, the annual certification must be flied on Form 5578, Annual Certification
of Racial Nondiscrimination for a Private School Exempt from Federal Income
Tax. This form is available at www.irs.gov, Form 5578 must be filed by the
15th day of the fifth month following the close of the fiscal year. Form 5578
may be filed by an Individual school or by the diocese on behalf of all schools
operated under diocesan auspices. 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 ensure that the requirements of Rev.
Proo. 76.60 are met since fixilure to do so could Jeopardise the tax-
&v*mpt status of the school and, in the cane of a school not leyal�y
separate from the church, the tax-exempt status of the ehu vh itself,
Is I.R.C. 8104(4). Oeneraly, a copy of an 0Wlz8Nw1W exem Non
supportlrtp documents must also be _ p aOWIn G�OVn and
Caft* organ/zat3ons covered under Nre oQ R 1 t d1d net 1Ne xem � �I slr�es
with IRA tar d1d USCG organizw1om coveW r�r the C p� apprapons
to rOW08ta for p IhWwNon and written or 1 p R� shouts respond
a roAJ' of the n- person �� � °�� � ���
page of Me currentOCD on MIch they are Wed. If a covered argaWzadon
does not have a copy of Nte cwront OCD, it has two wesb wtth/n which to make h
available for Inspection and to comply with In pamon requests for coples. Wrlden
requests must be saddled w1thlo the greneial time Nmlts.
14 1975 -2 C. B. 587.
7
9116
10. l obkdit Activities. Subordinate organizations under the Group
Ruling 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 tm '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 a
subordinate organization's exempt purposes and lobbying that is not. There is
no fined percentage that constitutes a We harbor for 'insubstantial* lobbying.
Please refer to your local tax advisor any questions you may have about
permissible lobbying activities.
11. Political Activities, subordinate organisations under the
GrnuP R"KU09 may not participate or intervene in anypoUtioal campaign
on behalf of or in opposition to any candidate for public ojpm Flotation
q f the prohibition against political campaign intervention can jeopa nfte
the oManisat(on's ft*w empt status. In addition to revoldng tax- 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 W seek an injunction against the exempt
organization and immediate assessment of taxes due. The Office of General
Counsel memorandum, Po&kxd Campaign.ActhAlty Gukkwwe for Catholic
ftan&zatians, available at wwwmaccb.org /ogc, contains detailed information
regarding the prohibition against political campaign intervention. If you have
any questions in this regard, please refer them to your local tax advisor.
12. u—y Exemption Number (Val 1. The group exemption
number assigned to the USCCB Group Ruling is 0928. This number must be
incl uled on each Form 990, Form 990-T, and Form 6678 r"Uirsd to be
Aced by a subordinate oryanisatton under the pr,oap Ralin#.is We advise
against using the group exemption number on Form SS-4, Request for
Employer Identification Number, because in the past this has resulted in IRS
improperly including USCCB as part of the subordinate organization's name in
IRS records.
13. Btmtover Identifies on Numbers I EINs "I. Each subordinate
organization under the (Troup Ruling should have its own EIN. A subordinate
organization must use its own EIN, not USCCB's BIN, in all filings with IRS
(e.g., Forms 941, W -2, 1099, or 990).
15 IRS has expressed 0MMM abort ornlzab" eovemd un W hs
W Mclude the C3rocp fluldrq /hat /eN
9'ra►P exemPMM t w*w (0828) on dWk Farm M , pw*u&* the
Inw ld v.
H.
$Ilb
Internal Revenue Service
P.O. Box 2508
Cincinnati, OH 45201
Dates July 129 2010
United States Conference of Catholic
Bishops
32110 Street, NE
Washington, DC 20017 -1194
Dear Sir /Madam:
Department of the Treasury
Person to Contacts
Roger Meyer
Toll Free Telephone Numbers
877 -829 -5500
Employer identincation Numbers
53- 0196617
Group Exemption Number:
0928
This responds to your July 9, 2010, request for Information regarding the status of your
group tax exemption.
Our records Indicate that you were issued a determination letter in March 1946, that you
are currently exempt from federal Income tax under section 601(cx3) of the Internal
Revenue Code, and are not a private foundation within the moaning of 'section 509(x) of
the Code because you are described in sections 509(x)(1) and 170(b)(1XAxi).
With your request, you provided a copy of the OA9dal Catholic Dlr+ecimy for 2090, which
Includes the names and addresses of the agencies and Instrumentalities and the
educational, charitable, and religious Institutions operated by the Roman Catholic
Church In the United States, its territories, and possessions that are subordinate
organizations under your group tax exemption. Your request indicated that each
subordinate organization is a non -profit organization, that no part of the net earnings
thereof inures to the benefit of any Individual, and that no substantial part of their
activities Is for promotion of legislation. You have further represented that none of your
subordinate organizations is a private foundation under section %9(a), although all
subordinates do not all share the same sub - classification under section 609(a). Based
on your representations, the subordinate organizations In the OA9dal Cathollc Directory
for 2090 are recognized as exempt under section 501(c)(3) of the Code under GEN
0928.
Donors may deduct oontributfons to you and your subordinate organizations as provided
In section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to them or
for their dse are deductible for federal estate and gifts tax purposes If they meet the
applicable provisions of section 2055, 2106, and 2522 of the Code.
Subordinate organizations under a group exemption do not receive individual exemption
letters. Most subordinate organizations are not separately listed In Publication 78 or the
EO Business Master File. Donors may verify that a subordinate organizatlon Is included
a11(o
In your group exemption by consulting the MOW Cafhollc Directory, the official
subordinate listing approved by you, or by contacting you directly. IRS does not verify
the Inclusion of subordinate organizations under your group exemption. See IRS
Publication 4573, Group Exampdon, for additional Information about group exemptions.
Each subordinate organization coverer! In a group exemption should have its own EIN.
Each subordinate organization must use Its own EIN, not the EIN of the central
organization. In all filings with IRS.
If you have any questions, please call us at the telephone number shown In the heading
of this letter.
St rely,
6 9 . I
Cindy Thomas
Manager, Exempt Organizations
Determinations
106
CATHOLIC CHURCH IN THE t.&
475
FORT WORTH anM
2200 Roberta, Vernon, 76884. Tak 940668.2898;
FA= 940.668.608L
Rex David Mww, T.O.R.
Rea:
Detwiler, Russell
RAMWIt EAWLAND CO., ST. RrrA (1919) Rev. Kyle
Walteneheld; Detain Ruben CuWwda, Pastoral
P.O. Bus 88930, 76389. Uk 9404238667•, Far
9404284667. Emafk windsooNkomo.L.nat. Web:
Fuamilla, Jaw
�' Rr.:1100 Blaekvell St, 7640. Tat: 84647,8187;
wwwrt boe>ifaae noon
0obb uk1Rf1BkWPiapamrStudente827
Fm ce, Scott
pas: 864. 8474167. Ematk rubenlfdassica .net.
FAwk Carlo
RHUt6UNN E)= CO.. ST JOUM (103) low RM.
CbAr1" (brands, ]LG.N., : &=Wnmtal Min.;
Chaplabs; of PubBo Institutions
FOar WOxm Paschal UGdkal Center 76199.
Fuller, Jim
Galbraith, James
R :10180 CR 801 Admix; Ben V"qusL
41)94; Faa ugft 76M. Tak 910428-
DxW t. 3foh School, 1816 E Sly 6k T6d01 1►1:
817 -387 -1766. Deaom Emil(o Wopo) doo:alea'
Garda, (ae(ld ado
Garclai
C&%dW k /Retaken Piohvm- &Udenta 11)9.
8aoltAx0. A�SMdR Co, Sr. BO MA= (1811) (Caq
OA9aso91s. 7knw %edh Council *Wh FagUy, 806
N. Weave; 76240.1kk 017-608-2628.
Martin
Garda, Pedro
ar+a. Dew
AttarddTO %8L V" WbwlthonL Rsv. David
WWMft FAUA. 8Aaee $� 817.788 4131.
1`v
wlddseeo A'41L Webs wrrw 4onlf& Email: o.
'Om Dull OuMb qu Dloaae:
Vey ROW-
CGlavancial, � Garmank Joe
GoosalskAdollb
39nWU4 BANAee CO, SAOxap Hover (1910) (a�Mfl
OC. Michael 7,.Da144 TX.
mss, Xmflfo
RW. Charles 001.111264, H.G.N., Sacramental 1I1n4
Revs -
am Osls EWm '
D"Am Jiri Novak.
8}rooj, WBWm, Ordonsbum NY
"pA
7 'A96041W646>; Aaaforol Cmk%- -806 N. Cedar St„
Fes 9404189-2126
Tt , a d.A*mbtepado, Cuff
O��R�
, Me=
Coleehesk /Rdtpkae PnRBrom- 5tudmtr76.
��
On Lam of4hsema.
Hanq; Jam"
b`Tzd&{Wtu^ Basis C0., Sr. BUMMY (1968) Rev.
�1wva, B A O: De000pe Wfi14m Ho1Q
Re"-
Dnmmeb. John
Hern11ado� isurldo
Wouhtaeton A., 76401. TW
H J�
Ilan Mtick11e]
IRS�IT1,,4rr44��W.
Retired:
Howard, Isardn"
Caaerliak /Rd/rlow Pngrrox - 8tudeafa 847.
BraAR7f. PALO 1'DtrO Co , 9x J'0W (1918) Attended
Sit 1��
Rex Meira'-
Nan, Hubar% 174 Bled Dr, Qvwfo% 78086,
1 ;, Lawn
0 - Juan
28cf ebetd; Deacon Ruben
&AWm11dwr; Joseph A.
Johnson, WgHum
`b{
Rw..• 1104 Blackwell
864.647.8167. �''• , 78470. Tel:
`-
I1e eoo12t, Richard. 6240 Haman Circle, Apt. D,
. John .
Ttra COUM, Dnam CO., HOLY Cftm (1981) Rex J.
1b •Hdmbuer Dsaoms Tian" Baca; Simon
Islas.
Blank, SWOdua, 1088 Sheridan St, Burkburaedt,
76864.
Kuwt�h,�WMid" '
L4910144
Relymond
Chuerh: ' 7000. Morning Star. P.O. Boa 660168,
76066.7bk 0%426.6M9; Fas 972.870.6684.
COOw�; Gerald, a •1824 Clerk Rd, Cfowiey;
14.
Oman,
Ipra, �?�e�do
aMehuie{ 86L
��
Curtsiarsr, Guor<e, P.O. Boa 101148,761614
Sdwprda, D11b
M Qws,1611rio
Mad[*% N
CO:. SAN PAU=
( 1884) C&a For Inquiries for parish records
Miller, James, St Ff"Cie MUM 134 St. Anthony
Dr, Crow 76080.
Mfiranda,
Mc Ands , Crair
-
% • C,
VA Sr. ,JOSx (1948) fJ01
Luke, 8440 Dan44, Apt. 101, Dail",
76806.
Mme. Mfples
Joseph
U 709 Lee St, 78978: 7bL• 9/0.728.8684.
C¢., HOLY FAXLY (1891) Rm
John k�•
O'Tbolo, James, ob The Oath Center, 800 W.
Loop 820 8.78108. •
Mr
. Mimh..1
M4o4W. Robert
8960. Roberts, 78884. Tak 940168 -8896; Pas
Perez, Salw�Or, Calls 22 1678, N. non Avenida
Ouwrao, Two n, Cosh 27000 Maiden.
Np 4wa, John Ban
r ,
iNhm
Coteehrsis//UR)ee' ] ](adotreArgProarlbk 940668 -16.
Studmte"100.'
Paman 0. Deam
: e
Onoi e Joss
W1T'mn*Rq PARSa Co., Sr. SSPritt (1884 Rx
Ruben
Al2" lo
�_
John Casey, S A.C.; Deacon Carlos Pdae:
O[8es: 1802 Bethel Rd., 76086. LI
,
Aragon, Jose
Pass, Julio
817. 696-9686;
Fax 817 Bethel Web: verve►er a e121
Res» 1804 Bethel Rd 76086 Tbk 817 - 648!)386
A�� WHilem
H11e11, 7bauu
,
t atteheda /ReGrkw Pfftwm- Studenta 623.
Wlq=A FADS. WI MA 00
Bates, Thomas
Beabm, William _
Al9nsw
Reyes; Juan
Ju,
1- irtucutwts COavcst�mrt or MLtafr, [CIibD f,TCI .
Rex Louis Pham•Ha, CXQ
Bdl, Janus
Beat( Roland
Berens, LeRoy
Ragw;
Jo"
Gerald
2Wl Bennett Rd., 76810..%% 940894 -1826.
Blue, Low
_
gib% Hector
2-0tA1 LADY 0i GUAD;eL M (1927) WO R. John
RoVe t Skeldow Damon Anastasio Pena
421 Mavord, 76801. Tai: 940788 -2786; Far 940•
Bfadet, Jam"
Blab, mocant
Boy, wmiam
84ochm6 ,Tea
Saech.: c t,��
766:4061 Email: 8nadalupevifabglobalmet. Web.:
wwrr��eettad11luPewf
� F,�
Serena, Benus
CahaAtak/Rdirtorrp P -gra -- Students 171 -
8- •Oatowl* Qeasei w PaAW
P. &lei
Smnn.I f-
Blue. WC] Rex John
Swbtovk)r Desroon Larry W Htl4.
�
4040 Yctk Aft, 76809. Tak 940496.1268• Far
940698.1216..Emaf: olgpRwtnet. Wak ojgWm `
�
Carden", Jesus Esteban .:
aJ�ad
Stuart Reber!
L�otaAsek /ReJlpbw Prosrom -Far 940.898•
c
Sw°°den, Barry
1268. Students 188.
X GS. Rea Has Npeeyaey
Ruben
� Jr. alman
Charles G�
,
up use Sonsote
Usil p Address: 1604 Tooth fpt, 76301. T&L•
940.7s28-d48 940. 767 -016
Cakchede/ �PmOnmStodnb
.Chad
Cla� "
Vasqu$4 Bea
Warner, Don
0 Lem * jr '
28L
7gror, Am ma CO, Sr. MARY (1892) ICBM
James
.'
�4be s
`
Wuspeh o DeuBlae
INSTITUTIONS LOCATED IN THE DIOCESB
(A] COLLRO.EB i.IINIVERBITIRB
Foxy Wba7ee TMe 1err q/ 3t hon" Ulan, 8080
Priests 2; SWers 8; Brothers 6, Lay Tbadnn 88;
8tudeab 11036
Far 940. 7694428. Email: prineipelshAntin,rut,
Lubbumh_St, 76709. lbie 817.928.8469; Far 017-
Web:
Nolan &hod 7rwt
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CASSATA HIGH SCHOOL
AUDITED FINANCIAL STATEMENTS —
MODIFIED CASH BASIS
Years Ended June 30, 2009 and 2008
�o
CONTENTS
Page
INDEPENDENT AUDITOR'S REPORT ,
AUDITED FINANCIAL STATEMENTS
Statements of Assets, Liabilities, and Net Assets — Modified Cash Basis
2
Statements of Revenue, Expenses, and Change in Net Assets — Modified Cash Basis
3
Notes to Financial Statements
5
INDEPENDENT AUDITOR'S REPORT ON SUPPLEMENTARY DATA
11
SUPPLEMENTARY DATA
Combining Statement of Assets, Liabilities, and
Net Assets — Modified Cash Basis
13
Combining Statement of Revenue and Expenses —
Modified Cash Basis
14
/
R I I O RYLANDER, CLAY & CIPITZ, LLP
CERTIFIED PUBLIC ACCOUNTANTS
Smart Solutions. Real Results.
INDEPENDENT AUDITOR'S REPORT
To the Finance Committee
Cassata High School
1400 Hemphill Street
Fort Worth, Texas 76104
We have audited the accompanying statements of assets, liabilities, and net assets — modified cash basis
of Cassata High School (the "School ") as of June 30, 2009 and 2008, and the related statements of
revenue, expenses, and change in net assets — modified cash basis for the years then ended. These
financial statements are the responsibility of the School's management, Our responsibility is to express
an opinion on these financial statements based on our audits.
We conducted our audits in accordance with auditing standards generally accepted in the United States of
America. Those standards require that we plan and perform the audit to obtain reasonable assurance about
whether the financial statements are free of material 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
evaluating the overall financial statement presentation. We believe that our audits provide a reasonable
basis for our opinion.
As described in Note 1 to the financial statements, these financial statements are prepared on the modified
cash basis of accounting, which is a comprehensive basis of accounting other than accounting principles
generally accepted in the United States of America,
As discussed in Note 6, the School changed its method of recognition of classification of net assets
comprising endowment funds in 2009.
In our opinion, the financial statements referred to above present fairly, in all material respects, the assets,
liabilities, and net assets of Cassata High School as of June 30, 2009 and 2008, and its revenue, expenses
and change in net assets for the years then ended, on the basis of accounting described in Note 1.
December 14, 2009
3200 Riverfror t Drive, Suite 2001 Fort Worth, Texas 76107 -6585 1 An Indepwwd" Om-ad Membe,
PHONE: 817332.2301 METRo 817429.9531 FAX 817 338.4608 1 www.rcosolutions.co m of the RSM McCladrey Nehvo6
CASSATA HIGH SCHOOL
STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS -
MODIFIED CASH BASIS
June 30, 2009 and 2008
2009 2008
ASSETS
Cash and cash equivalents $ 148,333 $ 183,805
Investments, at cost 977,976 1,044,257
Assets restricted for investment in property and equipment 112,766 30,047
Property and equipment, net 251,743 279,697
Total assets $ 1,490,818 $ 1,537,806
LIABILITIES AND NET ASSETS
Liabilities
Funds held for others $ 2,563 $ 3,137
Net Assets
Unrestricted 397,513 456,524
Temporarily restricted 297,101 284,504
Permanently restricted 793,641 793,641
Total net assets 1,488,255 1,534,669
Total liabilities and net assets $ 1,490,818 $ 1,537,806
See notes to financial statements.
2
CASSATA HIGH SCHOOL
STATEMENTS OF REVENUE, EXPENSES, AND CHANGE IN NET ASSETS -
MODIFIED CASH BASIS
Years Ended June 30, 2009 and 2008
Expenses:
Program
General and administrative
Fundraising
Total expenses
Change in net assets
Net assets at beginning of year, as
previously stated
Reclassification based on adoption of law
Net assets at beginning of year, as restated
Net assets at end of year
See notes to financial statements.
558,077 -
- 558,077
2009
- 367,066
58,304 -
- 58,304
Temporarily Permanently
- 983,447
Unrestricted
Restricted Restricted
Total
Revenue:
Tuition and fees
$ 174,703
$ - $ -
$ 174,703
Contributions
328,212
110,000 -
438,212
Reimbursement from government agencies
262,390
- -
262,390
Interest and dividends, net
2,761
16,608 -
19,369
Realized gain (loss) on the sale of investments
-
(22,889) -
(22,889)
Special events
63,550
- -
63,550
Other income
3,378
- -
3,378
Loss on disposal of assets
(1,680)
- -
(1,680)
Net assets released from restrictions:
Satisfaction of time restrictions
60,000
(60,000)
Satisfaction of building impovement restrictions
27,281
(27,281)
Satisfaction of program restrictions
3,841
(3,841 _
-
Total revenue
924,436
12,597 -
937,033
Expenses:
Program
General and administrative
Fundraising
Total expenses
Change in net assets
Net assets at beginning of year, as
previously stated
Reclassification based on adoption of law
Net assets at beginning of year, as restated
Net assets at end of year
See notes to financial statements.
558,077 -
- 558,077
367,066 -
- 367,066
58,304 -
- 58,304
983,447 -
- 983,447
(59,011) 12,597 - (46,414)
456,524 284,504 793,641 1,534,669
456,524 284,504 793,641 1,534,669
$ 397,513 $ 297,101 $ 793,641 $ 1,488,255
3
4�@>
2008
Temporarily Permanently
Unrestricted Restricted Restricted Total
$ 170,349 $ - $ - $ 170,349
383,742 24,000 20,000 427,742
250,474 - - 250,474
4,130 22,356 - 26,486
- 50,733 - 50,733
36,755 - - 36,755
3,363 - - 3,363
60,000 (60,000)
10,453 (10,453)
567 (567) -
919,833 26,069 20,000 965,902
534,611 -
- 534,611
357,936 -
- 357,936
36,162 -
- 36,162
928,709 -
- 928,709
(8,876) 26,069 20,000 37,193
702,927 20,908 773,641 1,497,476
(237,527) 237,527 - -
465,400 258,435 773,641 1,497,476
$ 456,524 $ 284,504 $ 793,641 $ 1,534,669
4
1�
CASSATA HIGH SCHOOL
NOTES TO FINANCIAL STATEMENTS
NOTE 1. SUMMARY OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES
Nature of Operations
Cassata High School (the "School ") provides a comprehensive curriculum to prepare youth and adults in
the Fort Worth area with an education that will enable them to enter the main stream of life or to re -enter
regular school programs. The School is operated under the direction of the Catholic Diocese of Fort
Worth (the "Diocese').
Basis of Accounting
The accompanying financial statements have been prepared on the modified cash basis of accounting,
which is a comprehensive basis of accounting other than generally accepted accounting principles. Under
this basis, certain revenues are recognized when received rather than when earned and certain expenses
are recognized when cash is disbursed rather than when the obligation is incurred.
Management Estimates and Assumptions
The preparation of financial statements in conformity with the modified cash basis requires the School's
management to make estimates and assumptions in preparing financial statements that affect certain
reported amounts and disclosures. Actual results could vary from the estimates that are used.
Cash and Cash Equivalents
The School considers all highly- liquid investments with an initial maturity of three months or less to be
cash equivalents. At June 30, 2009 and 2008, the School has $52,270 and $104,852, respectively, on
deposit in a savings account with the Diocese. The School earned interest on the savings account of 3.5%
and 5% for the years ended June 30, 2009 and 2008, respectively. The Diocese invests these funds at its
discretion. All funds on deposit with the Diocese are available to the School to use in its operations.
Investments
Investments are carried at cost in the accompanying statements in accordance with the School's modified
cash basis of accounting. Realized gains and losses are included in the accompanying statements of
revenue, expenses, and change in net assets in the period incurred.
Assets Restricted for Investment in Property and Equipment
Assets restricted for investment in property and equipment consist of cash and cash equivalents restricted
for acquisition and improvement of property and equipment.
Property and Equipment
Property and equipment is recorded at cost and depreciated over the estimated useful lives of the related
assets using the straight -line method. Depreciation for the years ended June 30, 2009 and 2008 totaled
$51,390 and $26,420, respectively
Depreciation is calculated using the following estimated useful lives of the assets:
Leasehold improvements 5 — 20 years
School equipment and furniture 5 years
Office and computer equipment 5 — 8 years
CASSATA HIGH SCHOOL
NOTES TO FINANCIAL STATEMENTS
NOTE 1. SUMMARY OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES
(Continued)
Funds Held for Others
Funds held for others represents amounts donated to or raised by organized groups within the School in
excess of amounts expended for the related school functions.
Revenue Recognition
In accordance with the School's modified cash basis, revenue is recognized as cash is received.
Recognition of Donor Restrictions
Donor - restricted support is reported as an increase in temporarily or permanently restricted net assets
depending on the nature of the restriction. When a restriction expires, temporarily restricted net assets are
released to unrestricted net assets as reflected in the statement of revenue, expenses, and change in net
assets.
Donated Materials and Services
In accordance with the School's modified cash basis, donated materials are not reflected as contributions
in the accompanying statements. No amounts are reflected in the statements for donated services;
however, a substantial number of volunteers have donated significant amounts of their time to the School.
Income Taxes
The School is exempt from federal income taxes under provisions of Internal Revenue Code Section
501(c)(3) and is not considered a private foundation.
Functional Allocation of Expenses
The cost of providing the program services and other activities has been summarized on a functional basis
in the statements of revenue, expenses, and change in net assets – modified cash basis. Accordingly,
certain costs have been allocated among program and supporting services.
Subsequent Events
Management evaluates subsequent events through the date of the report, which is the date the financial
statements were available Ito be issued.
Reclassifications
Certain items in 2008 have been reclassified for comparative purposes with 2009 presentation.
NOTE 2. INVESTMENTS
Investments are held at the Catholic Foundation of North Texas and managed by the Diocesan staff. All
investments are stated at cost. Cost and fair value of investments consist of the following at June 30,
2009 and 2008:
Cost
Fair value
6
2009 2008
$ 977,976 --§-1,044,257
$ 760,198 $ 1,165,428
CASSATA HIGH SCHOOL
NOTES TO FINANCIAL STATEMENTS
NOTE 2. INVESTMENTS (Continued)
Investments at the Catholic Foundation of North Texas consist of the following at June 30, 2009 and
2008:
Cash and cash 2009 2008 equivalents 2% 14%
Equities 63% 60%
Fixed income - 2%
Mutual funds 35% 24%
100% 100%
NOTE 3. PROPERTY AND EQUIPMENT
Property and equipment consist of the following at June 30, 2009 and 2008:
Leasehold improvements
School equipment and furniture
Office and computer equipment
Less accumulated depreciation
NOTE 4. CONTRIBUTIONS
2009
2008
$ 1,019,472 $ 1,013,006
86,478
96,771
20,583
181,641
1,126,533
1,291,418
(874,790)
_ (1,011,721)
$ 251,743
$ 279,697
Contributions are received from foundations, trusts, businesses and individuals. For the years ended June
30, 2009 and 2008, revenue from contributions is composed of the following:
Grants received from foundations and trusts
Contributions received from businesses
and individuals
Total contributions received
2009 2008
$ 353,136 $ 318,129
85,076 109,613
$ 438,212 $ 427,742
During 2009 and 2008, the contributions from two donors represented approximately 50% and 44% of
total contributions, respectively.
7
CASSATA HIGH SCHOOL
NOTES TO FINANCIAL STATEMENTS
NOTE 5. RESTRICTED NET ASSETS
Temporarily restricted net assets are restricted as follows:
Improvements of property and equipment
Unappropriated earnings on Endowment
Other program
2009
2008
$ 112,766
$ 30,047
184,335
250,616
-
3,841
$ 297,101
$ 284,504
Permanently restricted net assets consist of an endowment to be held indefinitely, the income of which is
used for operations (see Note 6).
NOTE 6. ASSETS RESTRICTED FOR PERMANENT ENDOWMENT
The net assets of the endowment represent funds designated by donors and the income may be expendable
to support operations. Endowment net assets consist of a permanently restricted corpus and its
temporarily restricted income.
The changes in the endowment for the years ended June 30, 2009 and 2008, follows:
Balance at beginning of year
Contributions
Interest and dividends, net
Realized loss on the sale of
investments
Appropriation for expenditure
Balance at end of year
Balance at beginning of year
Contributions
Interest and dividends, net
Realized gain on the sale of
investments
Appropriation for expenditure
Balance at end of year
2009
Temporarily Permanently
Restricted Restricted
$ 250,616 $ 793,641
16,608 -
Total
$ 1,044,257
16,608
(22,889) - (22,889)
(60,000) - (60200)
$ 184,335 $ 793,641 $ 977,976
2008
Temporarily Permanently
Restricted Restricted Total
$ 237,527 $ 773,641 $ 1,011,168
- 20,000 20,000
22,356 - 22,356
50,733 - 50,733
(60,000) - (60,000)
$ 250,616 $ 793,641 $ 1,044,257
8
CASSATA HIGH SCHOOL
NOTES TO FINANCIAL STATEMENTS
NOTE 6. ASSETS RESTRICTED FOR PERMANENT ENDOWMENT (Continued)
Return Objectives and Risk Parameters
The endowment is managed by the Diocese within the Catholic Foundation of North Texas. The objective
of the investment program is to enhance the Diocese's portfolio through capital appreciation and
reinvestment of income above required needs. The Diocesan Finance Council and Diocesan Trustees
recognize that this objective can be met over time only if the purchasing power of the investment
portfolio is increased on a real dollar (inflation - adjusted) basis. Therefore, the Diocese's goal is to
achieve a premium of four percent (4 %) over the rate of inflation as measured by the Consumer Price
Index over a five -year time horizon.
In order to meet the objectives for capital growth, the following guidelines are established with respect to
the proportions of equities and fixed income securities held in the portfolio:
1) The equity exposure will not exceed seventy percent (70 %) of the portfolio at market value.
A high level of diversification across industry and individual holdings will be maintained. The
maximum exposure to any industry shall be 20% of the total portfolio's market value and the
maximum exposure to an individual security shall be 8% of the total portfolio's market value.
The majority of holdings shall be listed on a major exchange to take advantage of listing
requirements, disclosure rules, and to improve liquidity. Prudent standards of quality will be
developed and maintained by the investment manager. Companies whose securities are held
should exhibit strong financial position and have a record of profitable operating results. It is
expected that the majority of issues held shall be B+ or better rated securities by Standard &
Poor's Corp. and the average rating of stocks shall meet this minimum test. The preference is for
high quality dividend paying securities.
2) The fixed income exposure will be a minimum of thirty percent (30 %) of the portfolio at
market value. Except for U.S. Treasury and Agency obligations, the debt portion of the portfolio
shall not contain more than ten percent (10 %) from any given issuer. Maturity should be limited
to fifteen years or less. The average maturity must not exceed eight years. The average quality
rating of the fixed income portion of the portfolio should be A rated or better. The total
percentage of the non - convertible fixed income portion rated less than A may not exceed ten
percent (10 %).
It is recognized that there may be times when the investment manager wishes to hold cash equivalents,
based on the near -term market outlook. The manager has the discretion to do so within the context of this
longer term allocation policy.
Strategies Employed for Achieving Objectives
All investment decisions on behalf of the School shall be based upon and consistent with the above
priorities. Specifically, it is desired that the following mix of investments be maintained:
Equities 70% or less
Fixed income /cash 30% or more
CASSATA HIGH SCHOOL
NOTES TO FINANCIAL STATEMENTS
NOTE 6. ASSETS RESTRICTED FOR PERMANENT ENDOWMENT (Continued)
The Diocese shall select managers that will routinely monitor economic and market conditions as well as
cash flow requirements and will adjust the portfolio accordingly. In addition, the manager(s) will
diversify the use of investment instruments, maturities, and individual financial institutions to avoid
unreasonable risk inherent in over - investing in specific instruments, maturities, or individual financial
institutions.
Spending Policy and How the Investment Objectives Relate to Spending Policy
It is anticipated that annual distributions that total five (5 %) percent of the average market value of the
permanent endowment's assets at January 1" over the past five rolling years will be withdrawn annually
by the permanent endowment for disbursement for support of the School.
NOTE 7. RELATED PARTIES
The School is a member of the Catholic School System of the Diocese. Through the Diocese, the School
pays for and receives retirement benefits, as well as health insurance. Payments for these services totaled
approximately $171,000 and $178,000 for the years ended June 30, 2009 and 2008, respectively.
Additionally, the Diocese provides office facilities at no cost to the School.
10
/
R I I O RYLANDER, CLAY & CIPITZ, LLP
CERTIFIED PUBLIC ACCOUNTANTS
Smart Solutions. Real Results.
INDEPENDENT AUDITOR'S REPORT
ON SUPPLEMENTARY DATA
To the Finance Committee
Cassata High School
Fort Worth, Texas
Our audit was made for the purpose of forming an opinion on the basic financial statements taken as a
whole. The accompanying supplementary financial information relating to the year ended June 30, 2009
on pages 13 and 14 is presented for purposes of additional analysis and is not a required part of the basic
financial statements. Such information has been subjected to the auditing procedures applied in the audit
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.
6&4-"W� uad- �
December 14, 2009
11
3200 Riverfront Drive, Suite 2001 Fort Worth, Texas 76107 -6585
An Independently Owned Member
PMoNE: 817332.2301 METRO: 817429.9531 FAx: 817.338.46081 www.rcosolutions.com of the RSM McGladrey Network
SUPPLEMENTARY DATA
CASSATA HIGH SCHOOL
COMBINING STATEMENT OF ASSETS, LIABILITIES, AND
NET ASSETS - MODIFIED CASH BASIS
June 30, 2009
ASSETS
Cash and cash equivalents
Investments, at cost
Assets restricted for investment in property and equipment
Property and equipment, net
Total assets
LIABILITIES AND NET ASSETS
Liabilities
Funds held for others
Net Assets
Unrestricted
Temporarily restricted
Permanently restricted
Total net assets
Total liabilitles and net assets
13
Operating Plant Endowment Total
$ 36,867 $ 111,466 S - $ 148,333
977,976 977,976
112,766 - - 112,766
- 251,743 - 251,743
$ 1491633 $ 363,209 S 9772976 $ 1,490,818
$ 2,563 S - $ - $ 2,563
147,070 66,108 184,335 397,513
297,101 - 297,101
793,641 793,641
147,070 363,209 977,976 1,488,255
$$
149,633 3
S S 3 .$..977,976 $ 1,490,818
CASSATA HIGH SCHOOL
COMBINING STATEMENT OF REVENUE AND EXPENSES -
MODIFIED CASH BASIS
Year Ended June 30, 2009
Revenue:
Tuition and fees
Contributions
Reimbursement from government
agencies
Interest and dividends, net
Realized loss on the sale of
investments
Special events
Other
Loss on disposal of assets
Withdrawals from the endowment
Total revenue
Expenses:
Program
General and administrative
Fundraising
Total expenses
Change In net assets
Operating
Plant Endowment
Total
356,584
10,482
$ 174,703
$ - $ - $
174,703
328,212
110,000 -
438,212
262,390
- -
262,390
2,736
25 16,608
19,369
-
- (22,889)
(22,889)
63,550
- -
63,550
3,378
- -
3,378
-
(1,680) -
(1,680)
60,000
- (60,000)
_
894,969 108,345 (66,281) 937,033
506,687
51,390
- 558,077
356,584
10,482
- 367,066
58,304
-
- 58,304
921,575
61,872
- 983,447
$ (26,606)
$ 46,473
$ (66,281) $ (46,414)
14
BOARD OF DIRECTORS
Chair, Diane Mills
Chair Elect, Mark Presswood
Treasurer, Don Cram
Shelia Birdow
Toby Copeland
Diane Donahue
Steve Hanthom
Jeff Hedglen
Jay Johnson
PauiJones
Julie Ladner
Pat Lewis
Elizabeth Davis -Lydia
Janeile Kavanugh
Adriane McManus
Ann Morris
Jack Raskopf
Melinda Watts Smith
Debra Wysoski
Ex- Offido:
Most Rev. Kevin Vann
Donald P. Miller
Susan Flood
Nancy F. Martin
Sr. Mary Fulbright, SSMN
4�
CA&SATA,
A Private, Non - Traditional School
Chief Financial Officer
President
Retired Business Owner
Retired Campus Support Specialist
President
St. Vincent de Paul
Vice President
Youth Director
Consultant
Program Manager
Retired Educator
Retired Nurse
Retired Director /Office of Outreach
Retired Business Owner
Scholarship Coordinator
Vice President
Retired Marketing Professor
Attorney
Retired Counselor
Century Mechanical
Panther Real Estate Solutions
Cram Mortgage
Fort Worth ISD
Copeland Financial Services
Youth Minister
Warren Douglas Marketing
St. Bartholomew Church
NPR Group
Lockheed Martin
Various Schools
Various Hospitals
University of North Texas
Riverside Dry Cleaners
First Command Educational Foundation
Wells Fargo
Texas Christian University TCU
Whitaker, Chalk & Swindle, Swayer, LLP
Nolan Catholic High School
Bishop Cahholk Diocese of Fort Worth
School Superintendent Catholk Diocese of Fort Worms
President Cassata High School
Principal Cassata High School
Co- Founder, retired Cassata High School
President
REPORTS TO: SUPERINTENDENT OF SCHOOLS, BOARD OF DIRECTORS
POSITION FUNCTION: To provide leadership and overall management of Cassata High School in
accordance with the School's stated purpose as established by the Board of Directors.
Please Note: A11 of the President's time is administrative with the exception of the
direct student contact areas designated.
KEY RESPONSIBILI
ties: TY AREA Board Relations
Specific Du
• Keeps Board of Directors informed on issues that affect the School and alternative education
Program designed to meet the needs of its students.
■ Implements the policies of the Board of recommends policy changes.
■ Recommends to the Board for consideration all matters requiring
■ Submits regular reports on Cassata operations to the Board s o Director action.
■ Attends regular Board and Committee meetings
KEY RESPONSIBILITY AREA* Finance Development
Specific Duties:
• Develops and recommends programs that will continue
• Provides leadership for all approved fund raising efforts related tgo overall Cassata eo�e,
• Reviews and coordinates with Development Director on all grant proposals. g the agency.
KEY RESPONSIBILITY AREA; Financial Management
Specific Duties:
■ Provides overall control and direction for all Cassata funding,
• Maintains relationships with funding sources.
• Prepares and submits an annual budget for approval to the Board of Directors.
KEY RESPONSIBILITY AREA. public Relations /Community Relations
Specific Duties:
■ Interprets the goals and programs
Develops and maintains oo Cassata
g rel� High s with the a l facets of the Community.
community, and civic, professional, and church agencies, the business
Maintains relationship between school and benefactors.
• Develops and supervise communication vehicles to the Community.
KEY RESPONSIBILITY UA • General
Specific Duties: Assumes other duties as requested by the Superintendent of Schools and/or the Board of DUecto
CASSATA HIGH SCHOOL
POSITION DESCRIPTION
POSITION TITLE: PRINCIPAL
REPORTS TO: SUPERINTENDENT
POSITION FUNCTION:
Responsible for the operation of the school. Interacts with the president regarding school
matters such as finance/budgeting.
the school. Reports to the President and Board the activities o
RESPONSIBLE for the FOLLOWING:
1. Personnel involved in direct student contact (faculty and counseling).
2. Orientation` of prospective students.
3. Student cSmpliance with conduct and attendance policies.
4. Evaluating transcripts and scheduling students..
5. Evaluation of teachers.
6. Curriculum planning, revision, implementation, and evaluation.
7. Convnunication with various schools, school districts, and other organizations,
8. Parent, Teacher, Student conferences.
9. Student assembles, field trips and ceremonies
10. Accreditation ( SACS and TCCED )
11. Textbooks
12. Teacher In- service
13. Maintenance of school building and grounds.
14. Graduation ( December and May )
Teacher
REPORTS TO: Principal
POSITION FUNCTION•
Facilitates student learning, establishes and maintains suitable classroom environment, prepares and
adapts curriculum, assists with student goal setting and organization, evaluates student progress,
reinforces acceptable social skills, enforces school policies, keeps accurate records of student
progress and attendance, completes periodic reports on student progress.
SPECIFIC RESPONSIBILITIES:
• Provides incentive and motivation to enhance student achievement.
• Provides individual direction and instruction of course requirements.
• Conducts whole class instruction when appropriate to ensure mastery Of
• Adapts curriculum to insure maximum accessibility to individual learners arse concepts.
• Provides and maintains a classroom environment that is educationally stimulating (visual aids,
learning resources, etc.).
• Provides and maintains a classroom environment that allows students to study and work free of
physical distractions (noise, lighting, interruptions, etc.).
• Assists students in goal setting and tracking of progress.
• Assists students in the implementation of organizational practices and reinforces the use of such
techniques.
• Evaluates student progress in completing coursework and provides feedback on assignments in a
timely manner.
• Counsels students and redirects non - productive learning practices and behavior.
• Provides opportunities for students to acquire and demonstrate positive social skills.
• Explains, models, and enforces school policy.
• Maintains accurate records of student progress and attendance.
• Maintains open communication with parents, counselors, administration, and faculty to maximize
student resources and success.
• Provides written documentation of student progress as directed by administration.
• Maintains familiarity with current trends in education and developments in content field.
• Models appropriate social and educational skills.
• Other duties and responsibilities as deemed necessary by the Principal
310 Oaklawn Drive • Colleyville, TX 76034 * 972.333.8791 Susan E. Flood
sfloodO- cassatahs ora
QUALIFICATIONS SUMMARY
Dedicated professional with significant, progressive marketing experience including exceptional
versatility, excellent written/verbal communication skills, and strong interpersonal skills.
PROFESSIONAL STRENGTHS INCLUDE:
• Ability to Establish Strong Client Base
• Strong Sales Presentations
• Strategic Marketing Planning
• Project Budget, Coordination, Execution
• Strong Writing, Editing Skills
• Ability To Identify Goals, Priorities, Meet
Deadlines
• Conscientious and Detail Oriented
• Proficient MAC /PC Computer Skills
• Strong Team Player
Cassata High School, Fort Worth, TX
2010 - Present President
2007 - June 2009 Development
Revitalized communication with donors and public through the development of new image,
brochures, newsletters, website, and personal communication. Updated grant packet and
doubled number of requests submitted and increased number granted. Raised profile in the
community through Learn About Cassata Luncheons /annual fund raiser and attending
community events to promote Cassata. Increased number of community
partnerships
Rotary, World Affairs Council, LINT Health Science Center, and B of A Student Leadership
Internships. Implemented new software for tracking donations and online donation system.
Expanded board and board involvement.
Medical Marketing/Sales 2003 - 2007
Worked with spouse in medical business in the marketing and sales of medical products and
services to doctors throughout Texas.
Rohm Flood Creative Words & Design - Partner, Carrollton, TX 1993 to 2003
Partner in agency that provided unique concepts, design, writing, editing, and marketing for
brochures, direct mail, catalogs, magazines, and training materials. Served as outsource
provider for larger marketing departments including Pizza Hut and TXU, and provided
assistance to a variety of small and mid -size companies and non - profits. Responsibilities
included establishing client base, maintaining strong client relationships, developing and selling
concepts and marketing strategies for projects, developing and preserving corporate identity,
and complete project management including organization, schedules, budgets, copywriting,
editing, and proofing. Also served as total outsource provider including
photography, print, and mail house coordination for Exxon travel club q a erly magazine . copy,
BeautlControl Cosmetics, Carrollton, TX 1983 -1992
Responsibilities included overseeing and managing concept development, budget, and
implementation of skin care /makeup products, packaging, collateral pieces, and advertising
materials to sales force and end -user. Interacted with Training /Sales to develop programs,
services, and promotions for product launches and to maintain product line sales. Assisted in
the development of product introduction and training videos. Re
outlines, proofing /editing materials for new literature and packagisnyg, , for developing
annual le nnual product line
budgets /sales, forecasts. Assisted privately owned company with sales of less than $3 million
in 1983 grow and transition to publicly held company with sales of over$55 million in 1992.
Volunteer
Nolan Catholic High School — Volunteered on a regular basis for a variety of events including
Project Graduation, Viking Run, and athletic events
Food Bank of North Texas — Design and make bowls to support annual food bank event
EDUCATION ST. MARY'S COLLEGE, B.A. - NOTRE DAME, IN.
Nancy F. Martin
7216 Water Meadows
Fort Worth, TX 76123
Phone: 817- 980 -7444
EDUCATION
Kansas State University, Manhattan, Kansas 1985
Master of Science, Grain Science and Industry,
Texas A &M Uwversity, College Station, Teas 1983 al Chemistry
Bachelor of Science, Food Science and Nutrition (Science)
Quincy College, Quincy, Illinois 1986
Education Classes
Alvin Community, College, Alvin, Texas 1980
Summer College Classes
Alvin High School, Alvin, Texas 1979
High School Diploma
TEXAS EDUCATO CERTICIFICATES
Principal — es (EC -12) — through 2012
Secondary Chemistry — Grades (6 -12) — Life
Secondary Physical Science — Grades (6 -12) — Life
Secondary Mathematics— Grades (6 -12) — Life
Secondary Physical Education — Grades (6 -12) — Life
EDUCATIONAL CERTIFICATIONS
AEL /CEO Principal Preparation
Increasing Parent Involvement in Schools by Involving Fathers
NCLB /Overview of State Accountability System
Building Relationships and Conflict Management
Instructional Leadership Development
AEL Continuing Professional Education
Bus Driving Certification
Certified Red Cross
Certified CPR
Advanced Placement Certified in Chemistry
Keeping Children Safe Program
TEACHING HISTORY
Cassata High School, Fort Worth, Texas 2006 -2008
Algebra I, Algebra H and Geometry/Principal
Rio Vista High School, Rio Vista, Texas 1995 -2006
Administrative Assistant /Mid - management Internship
Science Department Chair
High School Chemistry, Advance Placement Chemistry,
TAKS Math Recovery, Algebra 11, 6tb Grade Math,
Athletics and Physical Education
Mary Ann Haefling
PO BOX 407
Joshua, TX 76058
OBJECTIVE
Social Studies Teacher
EDUCATION
BA, Social Studies with Secondary Certification
Texas Igglevan Unix2r�, Fort Worth, Texas, 1995
d ation GPA: 3.75
PROFESSIONAL EXPERIENCE
Student Teaching 1995
u�
C ,yjSD# Crowley, Texas
Ninth Grade Campus - Teach daily courses in Geography
High School Campus - Teach daily courses in U.S. History'
Prepare Lesson Plans for courses and establish goals.
Evaluate student progress.
Talk with parents and counselors to resolve behavioral
and academic problems.
Substitute Teaching
Crowley tSD, Crowley, Texas 1994 -96
Burleson ISD, Burleson, Texas 1996
Joshua ISD, Joshua, Texas 1996
Multi -level experience
Multi- subject experience
AFFILIATIONS /COMMUNITY SB'9VICS
Member, Phi Theta Tarrant County Junior College
Member, Ph ohs Theta, Texas Wesleyan
Member, Alib& Chi,, 'Texas Wesleyan
Member, Pi _G_ Mu, Texas Wesleyan
Member, Mortar Board, Texas Wesleyan
Member, Phi Theta XIRRA Alumni, Texas Wesleyan
Member, Who's Who, Texas Wesleyan
Member, keslerah's lassics, Texas Wesleyan
Member, NQW, Community Crime Watch, Crowley
PREVIOUS EMPLOYMENT HISTORY
Food Service, Mansfield ISD, Mansfield, Texas 1990 -92
Food Service, Crowley ISD, Crowley► Texas 1987 -89
817- 366 -2440
scoutmsn _ aol com
Mary Harkins
Honors
E -mail: dcole(,crowley.k 12.tx.us
2008 Teacher of the Year for North Crowley 9t' Campus
2004 Who's Who Amona America's Teachers
References:
Dionnica White
Head of Math Department
North Crowley 9
4630 McPherson Blvd.
Fort Worth, Texas 76123
817- 297 -5896
E- mail:dionnica. white (a crowiev kl_ 2_
Charlotte Cowser
Former Head of Math Department (She is now at All Saints)
Aledo High School
817- 5964131 (home)
Aledo, Texas 76008
E -mail: charlottecowser(a�A��ti���
VVl V
Lynn McKinney
Assistant Superintendent for Special Programs
(Former Aledo High School Principal)
1000 Bailey Ranch Road
Aledo, Texas 76008
817 -441 -5199
E -mail: McKinnevnalP�.. U +,. us
Janice Reynolds
Assistant Principal
North Crowley 9th
4630 McPherson Blvd.
Fort Worth, Texas 76123
817- 297 -5896
E -mail: jtreynolds @crowley.kl2.tx.us.
Nita Page
Principal (Former) She is now at Everman
North Crowley 9th
817- 370 -6168 (home)
Donna Cole
Principal
North Crowley 9th
4630 McPherson Blvd.
817- 297 -5896
Fort Worth, Texas 76123
E -mail: dcole(,crowley.k 12.tx.us
Attachment A: Statement of Licensing
Cassata is not required to and does not operate under any licenses.
Exhibit B
BUDGET SUMMARY
Amount
QPA1 jacf=rl
A. Personnel
$13,752.34
B. Fringe Benefits
1$6,247.66
C. Travel
D. Equipment
E. Supplies
F. Contracts/Consultants
G. Other
TOTAL
$20,000
BUDGET DETAIL
A. Personnel
Name Position Rate of Pay x # of Hours Cost
Mary Ann Haefling Literacy Teacher $39,788.00 /annually $7,504.02
(18.86% of salary)
Mary Harkins Remedial Math Teacher $33,130.00 $6,248.32
(18.86% of salary)
TOTAL Personnel $13,752.34
B. Fringe Benefits
Name Position Description of Benefits Cost
Mary Ann Haefling Literacy Teacher FICA/Medicare, $3,223.76
Workers comp., (18.86% of benefits)
Retirement, health insurance,
LT /ST Disability
$17,093.11 /annually
Mary Harkins Remedial Math FICA/Medlcare $3,023.90
Teacher Workers comp. (18.86% of benefits)
Retirement, health insurance,
LT /ST Disability
$16,033.40 /annually
TOTAL Fringe Benefits $6,247.66
L;. i ravel
Purpose of Travel Location Item
TOTAL Travel
u. equipment
Item Cost per Item
Quantity
Cost
Cost
TOTAL Equipment $
E. Supplies
Item Cost per Item Quantity Cost
TOTAL Supplies $
v. contracts /C:onsultants
Description of the Service
Cost
i TOTAL Contracts /Consultants $
G. 0 ther Costs - - _
Item Cost per Item Quantity Cost
TOTAL Other Costs
BUDGET NARRATIVE
S
Please attach a detailed budget narrative that explains the need for all proposed expenditures by individual item.
The budget narrative should clearly explain how funds will be used and why expenditures are necessary for
successful implementation of your program. Please explain how costs are calculated.
A. Personnel
CCPD funds will be used to fund 18.86% of salary for the two teachers in the remedial
literacy and math programs.
B. Fringe
CCPD funds will be used to fund 18.86% of benefits for the two teachers in the remedial
literacy and math programs.
C. Travel
D. Equipment
E. Supplies
F. Contracts /Consultants
G. Other
13
Exhibit C
Monthly Request for Reimbursement (RFR)
FY 2012 Community -Based Programs
Program Period 1217/11 to 09/30112
Submit to: Fort Worth Police Department
Sasha Kane
350 West Belknap Street
2nd Floor
Fort Worth, TX 76102
Period covered by this request:
A
Amount
1 Personnel
2 Fringe
3 Travel
4 Equipment
5 Supplies
6 Construction
7 Consultants /Contracts
8 Other - Direct Cost
9 Indirect Costs
Total Programmatic Costs
Submitting Agency: Cassata High School
Agency Contact Name:
Phone Number:
Email:
Invoice Number:
Address:
to
mm/dd/yy mm/dd/yy
B
C
D
E
Total of Previous
(B +C)
(A -D)
Reimbursements
This
Total
Balance
Reauested
Reauest
Reauested
Available
Please Attach:
I. Attach copies of invoices and the receipts on all expenditures
2. For Personnel Cost, Include copies of signed timesheets
3. Attach a copy of Monthly Performance Report
Summary:
Total Budget: $ 20,000.00
Previous Requests: $ -
I have reviewed this request and certify that the listed This Request: $ -
expenses are accurate and are chargeable to the Total Spent: $ -
CCPD Community Based Program approved budget. Balance left in grant: $ 20,000.00
Grantee Authorized Official Date
Title
$ -
$ -
$ -
$ -
Please Attach:
I. Attach copies of invoices and the receipts on all expenditures
2. For Personnel Cost, Include copies of signed timesheets
3. Attach a copy of Monthly Performance Report
Summary:
Total Budget: $ 20,000.00
Previous Requests: $ -
I have reviewed this request and certify that the listed This Request: $ -
expenses are accurate and are chargeable to the Total Spent: $ -
CCPD Community Based Program approved budget. Balance left in grant: $ 20,000.00
Grantee Authorized Official Date
Title
Exhibit D
FY 2012 Community- Based Programs
Program Activities Report
Program Period 12/07/10 to 09 /30/11
Submit to: Fort Worth Police Department
Sasha Kane
350 West Belknap Street
2nd Floor
Fort Worth, TX 76102
Period covered: to
Activities
1 Number of unduplicated students attending remedial reading during
month
2 Number of unduplicated students attending remedial math during
month
Number of remedial literacy or math students participating in the
3 mentorship program through Cassata Connections or the 100 Black
Men program
Agency:
Cassata High School
Name:
Heather Parker
email:
hparker(a-)cassatahs.orq
Phone Number:
817 - 926 -1745
Address:
1400 Hemphill Street
Fort Worth, TX 76104
Cumulative Total
Monthly Total Dec 7th- Present
Year End Goal
Please include a narrative of events and accomplishment that occurred during the reporting month.
35
50
5
Exhibit E
FY 2012 Community -Based Programs
Program Effectiveness Measurement Report
Program Period 12/07/10 to 09 /30/11
Due Quarterly: Dec -Jan due Feb 15th, Feb -Apr due May 15th, May -Jul due Aug 15th , and Aug -Sep
due Oct 15th
Submit to: Fort Worth Police Department
Sasha Kane
350 West Belknap Street
2nd Floor
Fort Worth, TX 76102
Period covered: to
Effectiveness Measurements
Agency:
Cassata High School
Name:
Heather Parker
email:
hparker(Qcassatahs.org
Phone Number:
817 - 926 =1745
Address:
1400 Hemphill Street
Fort Worth, TX 76104
10 students on juvenile probation will raise their reading or math grade level through the literary or remedial math program by at
least 1 grade level after a perdiod of three months during the contract period.
Please include a narrative of events and accomplishment that occurred during the reporting period.
2 15 students participating in either the literacy program or remedial math program will earn a High School Diploma or &ED during
the contract period.
Please include a narrative of events and accomplishment that occurred during the reporting period.
All participants in the remedial reading and math program will raise their reading /math grade level to at least a 10th grade, 6th
3 month (TAKS passing equivilant) by the time of their graduation *.
Please include a narrative of events and accomplishment that occurred during the reporting period.
Before being released** from the remedial math or literary class, a student must re-test and score at a 9th grade level in that
4 subject.
Please include a narrative of any success stories during the reporting period.
"Graduation occurs only when a student completes all high school courses and re -takes the TARE. If the student does not score at a 10.6 level on the
TABE then that student does not receive a diploma.
—Being released from a class occurs when a student completes all remedial classes and coursework and retakes the TABE test The student must score at
a 9th grade level on the TABE in order to move into English and /or math high school courses The student must then complete all high school level
coursework and re -take the TABE in order to graduate.
CITY COUNCIL AGENDA
Official site of the City of Fort Worth, Texas
FoR� H
COUNCIL ACTION: Approved on 12/612011
DATE: 12/6/2011 REFERENCE NO.: * *C -25317 LOG NAME: 35FY12CASSATA
CODE: C TYPE: CONSENT PUBLIC NO
HEARING:
SUBJECT: Authorize Execution of a Contract with Cassata High School for the Fiscal Year 2012
Community -Based Program Funding from the Crime Control and Prevention District Fund
in the Amount of $20,000.00 to Operate a Remedial Literacy and Math Program (ALL
COUNCIL DISTRICTS)
RECOMMENDATION:
It is recommended that the City Council authorize execution of a contract with Cassata High School
for the Fiscal Year 2012 community -based program funding from the Crime Control and Prevention
District Fund in the amount of $20,000.00 to operate a Remedial Literacy and Math Program.
DISCUSSION:
The Crime Control and Prevention District (CCPD) Board allocated $200,000.00 in its Fiscal Year
2012 budget for community -based crime prevention programs. Funding requests were solicited
through a Request for Proposal (RFP).
A panel consisting of City staff and community representatives was assembled to evaluate the
proposals to ensure that minimum qualifications were met and that the proposed projects met one or
more of the goals of the CCPD. On August 31, 2011, the CCPD Board reviewed and approved the
panel's recommendations to fund seven of the crime prevention programs including Cassata High
School. The term of the contract is December 7, 2011 through September 30, 2012.
All students at Cassata High School who test below a 9th grade level in reading or math at enrollment
are automatically enrolled in the appropriate remedial literacy or math program. Cassata's Remedial
Literacy and Math Programs are a last chance for many students to master skills they should have
learned in elementary or middle school. By providing the building blocks of learning in reading and
math, Cassata is able to deter students from dropping out.
FISCAL INFORMATION /CERTIFICATION:
The Financial Management Services Director certifies that funds are available in the Fiscal Year 2012
budget, as appropriated, of the Crime Control and Prevention District Fund.
TO Fund /Account/Centers FROM Fund /Account/Centers
GR79 539120 0359504 $20,000.00
Submitted for City Manager's Office by: Charles W. Daniels (6199)
Originating Department Head: Jeffery W. Halstead (4210)
Additional Information Contact: Gerald Chandler (4219)
T "rHMENTS
IR At
t
City of Fort Worth, Texas
Mayor and Council Communication
COUNCIL ACTION: Approved on 12/6/2011
DATE: Tuesday, December 06, 2011 REFERENCE NO.: * *C -25317
LOG NAME: 35FY12CASSATA
SUBJECT:
Authorize Execution of a Contract with Cassata High School for the Fiscal Year 2012 Community —Based
Program Funding from the Crime Control and Prevention District Fund in the Amount of $20,000.00 to
Operate a Remedial Literacy and Math Program (ALL COUNCIL DISTRICTS)
It is recommended that the City Council authorize execution of a contract with Cassata High School for the
Fiscal Year 2012 community —based program funding from the Crime Control and Prevention District Fund
in the amount of $20,000.00 to operate a Remedial Literacy and Math Program.
DISCUSSION:
The Crime Control and Prevention District (CCPD) Board allocated $200,000.00 in its Fiscal Year 2012
budget for community —based crime prevention programs. Funding requests were solicited through a Request
for Proposal (RFP).
A panel consisting of City staff and community representatives was assembled to evaluate the proposals to
ensure that minimum qualifications were met and that the proposed projects met one or more of the goals of
the CCPD. On August 31, 2011, the CCPD Board reviewed and approved the panel's recommendations to
fund seven of the crime prevention programs including Cassata High School. The term of the contract is
December 7, 2011 through September 30, 2012.
All students at Cassata High School who test below a 9th grade level in reading or math at enrollment are
automatically enrolled in the appropriate remedial literacy or math program. Cassata's Remedial Literacy and
Math Programs are a last chance for many students to master skills they should have learned in elementary or
middle school. By providing the building blocks of learning in reading and math, Cassata is able to deter
students from dropping out.
FISCAL INFORMATION:
The Financial Management Services Director certifies that funds are available in the Fiscal Year 2012
budget, as appropriated, of the Crime Control and Prevention District Fund.
i��1 •9, �,
Eli WITT11
1,
' • • 1 1 ' 1� ', 1111 11
Charles W. Daniels (6199)
Jeffery W. Halstead (42 10)
Gerald Chandler (4219)
.a
ATTACHMENTS
No attachments found.