HomeMy WebLinkAboutContract 39394 J n p
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 Joe Paniagua, its duly authorized First Assistant City Manager, and
CASSATA HIGH SCHOOL, a Texas non-profit corporation ("Contractor") acting by
and through Sal Espino,President, its duly authorized representative.
RECITALS
WHEREAS, City has determined that Community Based Programs are necessary
to support crime prevention in City during FY 2010 to meet one or more of the Crime
Control and Prevention District ("CCPD") goals, which are (1) to increase citizen
participation in the CODE BLUE program; (2) to support the adoption of a prevention
focus by the police department and the community and (3) to provide a secure
environment in which children can receive an education; and
WHEREAS, Contractor has agreed to operate a Community Based Program
called "High School Drop Out Prevention Program for At-Risk Youth" which will
provide a secure environment in which children can receive an education; and 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 Cassata High
School Drop Out Prevention Program for At-Risk Youth; 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
$20,0000("Program Funds") to provide to the Contractor for the operation of the Cassata
High School Drop Out Prevention Program for At-Risk Youth;
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 Cassata High School
Drop Out Prevention Program for At-Risk Youth. Contractor agrees to expend the
Program Funds in accordance with its the Cassata High School Drop Out Prevention
Program for At-Risk Youth budget, described in Exhibit "B", attached.
OFFICIAL RECORD
i!ATX ISECRETARY
n WORTHY TX
2. Program Funds
2.1 In no event shall the total distributions 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 Narrative as described in Section 4.2 below with each RFR to
support expenditure of Program Funds. Such narrative shall be signed by the Contractor
or duly authorized officer of the Contractor. The RFR, as described in Exhibit "C",
attached, and monthly 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 Narrative is
required even if services are not provided. When services are not provided during a
month, a negative RFR and Program Narrative is required.
Submit monthly RFR with an original signature by an authorized representative to
Research and Planning Unit 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 programmatic
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 Cassata High School Drop
Out Prevention Program for At-Risk Youth must be reported monthly and may be
expended on the Cassata High School Drop Out Prevention Program for At-Risk Youth
with written permission from the Contract Administrator (see paragraph 13.3). Budget
adjustments shall be submitted to the Research and Planning Unit 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 October 1, 2009, and
ending on September 30, 2010. All of Contractor's expenditures under this Agreement
must be completed prior to September 30, 2010.
2
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 Performance Narrative to document the
performance of the work described in Exhibit M." The Performance Narrative 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.
Additionally, the Project Narrative must include any successes realized in descriptive
detail. The monthly Performance Narrative shall be submitted to City no later than the
15th 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;
(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.
3
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 Cassata High School Drop Out Prevention Program for At-Risk
Youth. Contractor shall maintain, replace or repair any item of equipment used in
support of the Cassata High School Drop Out Prevention Program for At-Risk Youth
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 Cassata High School Drop Out Prevention Program for At-Risk Youth 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 Cassata High School Drop Out Prevention Program for At-Risk Youth. Within 10
days following the purchase of equipment, Contractor shall submit to City a detailed
inventory of all equipment purchased with Program Funds. 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 anytime 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
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
4
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 Performance Narrative, making final payments, disposing of the Cassata
High School Drop Out Prevention Program for At-Risk Youth 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.
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,
5
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 above.
10. Non-Assignment
No assignment or delegation of duties under this Agreement by Contractor shall be
effective without City's prior written approval.
6
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 Cassata High School Drop Out Prevention
Program for At-Risk Youth is situated; and no other public official of such locality or
localities who exercises any functions or responsibilities with respect to the Cassata High
School Drop Out Prevention Program for At-Risk Youth 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, or statutory requirement.
12.2 Contractor will not unlawfully discriminate against any person or persons because
of age, race, religion, age, disability, color, national origin, or familial status, nor will
Contractor permit its officers, members, agents, employees, subcontractors or program
participants to engage in such discrimination.
7
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, Planner, 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.
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,
8
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 approved by 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
(i) deposit in a United States Postal Service post office or receptacle; (ii) with proper
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.
9
1. CITY: Thomas Higgins,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: Sal Espino, President
Cassata High School
1400 Hemphill
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.
[THE REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT BLANK.]
10
IN WITNESS WHEREOF, the parties hereto have executed this agreement in
multiples in Fort Worth, Tarrant County, Texas, to be effective October 1, 2009.
CITY OF FORT WORTH CASSATA HIGH SCHOOL OF
FORT WORTH, a Texas Non-Profit
ation
Date:/!J 7 p9 C or Date: U�16 I
Thomas Hig n Sal Espino
Assistant City Manager President
ATTEST:
f Y,-\
APPROVED AS TO FORM AND
LEGALITY:
G A L.ITY:
01
Assistant City Attorney
Contract Authorization
M&C C -2,3 p L
Contract No
OFFICIAL RECO U
_7a WORTHx TX k
Exhibit A
FY2010 CRIME CONTROL AND PREVENTION DISTRICT
PROPOSAL COVER SHEET
AGENCY: Cassata High School
DIRECTOR: Sal Espino, President
PHONE NUMBER: 817.926.1745
ADDRESS: 1400 Hemphill Street
Fort Worth, TX 76104
CONTACT : Susan Flood EMAIL ADDRESS: sflood@cassatahs.org
PHONE NUMBER: 817.926.1745 FAX NUMBER: 817.926.3132
PROGRAM TITLE: High School Drop Out Prevention Program for At-Risk Youth
FUNDS REQUESTED: $ 20,000
AGENCY STATUS:
4 Private Nonprofit
❑ Public Nonprofit
Crime Control and Prevention District GOALS: Mark the one(s) that your project addresses.
❑ To increase citizen participation in the CODE BLUE program.
❑ To support the adoption of a prevention focus by the police department and the community.
�I To provide a secure environment in which children can receive an education.
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: Sal Espino
TITLE: re ide , Cassata High School
SIGNATURE: DATE:
4
PROPOSAL NARRATIVE
Provide a 4-5 page description of your program. In this narrative, please address the
following questions:
1) Describe in detail the problem that your program addresses.
Cassata High School seeks $20,000 to support and continue to improve our existing High
School Dropout Prevention Program and to enable us to provide youths in Tarrant County
with a safe and caring environment that enables at-risk youth to improve academic
performance and behavior. 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. ,
Cassata High School's Dropout Prevention Program benefits at-risk youth and provides a last
chance at education for many students. Cassata has opened the doors for more than 3500
students who have graduated from Cassata since 1975. Most of our students have had
difficulty with traditional education and many are not currently attending school when they
arrive at Cassata. The average grade level of our students upon enrollment is 10th grade or
below. In addition, the reading and math skills of many of our students are at a middle school
level when they enroll at Cassata. Students range from the academically capable who have
been under stimulated or unsuccessful in a traditional school setting to those who have been
"failing" in academics because of personal or social at-risk factors. The mix of students
creates an atmosphere of acceptance and a rich, diverse community.
Cassata's primary activity is its High School Program, which is fully accredited by the
Southern Association of Colleges and Schools and the Texas Catholic Conference. We also
offer GED preparation.
2) Describe what your program does to 1) support crime prevention, 2) increase citizen
participation in CODE BLUE or to 3) provide a secure environment in which children can
receive an education.
Cassata High School provides a secure and caring environment that enables students to
improve academic performance and behavior. Cassata promotes future employability of these
youths by keeping them in school, supporting and encouraging their educational success.
Youth that are equipped with the knowledge and skills necessary to obtain employment and
economic independence in higher-skilled, higher-waged jobs will be more productive and less
likely to fall into a life of drugs, alcohol and crime.
"There is a high school dropout epidemic in America. Each year, almost one third of all public
high school students- and nearly one half of all African American, Hispanics and Native
Americans — fail to graduate." ' The overall attrition rate in Texas is 34% and Tarrant
County's attrition rate is even higher with an overall dropout rate of 35%, including 42% for
African American students and 51% for Hispanic students.z
5
It is clear that some students are better served in a non-traditional, highly structured academic
setting, where the focus includes not only academic success, but also personal, social,
vocational, and emotional growth. Cassata's proactive approach enables economically and
socially disadvantaged youths to succeed in high school. Our program provides strong
support during crucial high school years and facilitates their entrance into college, trade
school or full time employment.
There is no one reason why a student fails to graduate from high school. Today's young
people face a myriad of problems that eventually forces them to drop out of school:
• Excessive absences due to illness or having to work
• Teen pregnancy
• Failing classes
• English is not primary language spoken at home
• Behavioral, drug and alcohol problems
• Troubled family life
• Low self esteem
Impact To Our Community
The consequences of young people dropping out of school are catastrophic for our
community. The cost per student for a year at Cassata is approximately$6000, "while keeping
a youth confined for a year through the Texas Youth Commission costs about $56,000."3 It
has become obvious that the dropout epidemic is a 'pay now or pay later' problem that is not
going to go away on its own. "High school dropouts, on average, earn $9,200 less per year
than high school graduates, and about$1 million less over a lifetime than college graduates.
Students who drop out of high school are often unable to support themselves: high school
dropouts were over three times more likely than college graduates to be unemployed in 2004."
4 In addition, they:
• Are twice as likely as high school graduates to slip into poverty from one yearto
the next
• Are more than 8 times as likely as graduates to end up in prison
• Require more government assistance
• Repeat the cycle by ending up as single parents with children who become high
school dropouts themselves
Cassata offers a proactive approach that keeps students from falling through the cracks:
-We provide a unique, flexible learning environment that gives students, who would otherwise
not be able to attend school, another chance to pursue their education.
-Our open entry and exit policy, along with our self-paced classes and flexible morning and
afternoon schedules enables students who have dropped out of school or have had excessive
absences at their previous school to not have to "catch up" with the rest of the class. Instead,
these students begin their course work based on their current level and work at a schedule that
allows them to be successful.
-Our students receive personalized attention from caring teachers in small classes. Class sizes
do not exceed 15 per teacher and 12 per teacher for the fundamentals of math and remedial
reading courses.
i -Our individualized approach and entrance testing allows us to establish a program that meets
the needs of each student.
6
Remedial Program
Reading and math literacy are crucial to a student's educational and economic success. Many
students are unsuccessful in a traditional high school setting because their reading and math
skills are at less than a proficient level. These students struggle to understand their textbooks,
eventually drop out of school and find themselves poorly prepared for employment and life in the
21 st century. In recent studies by the Texas Association of Adult Literacy Council, Texas ranks a
disturbing 47 out of 50 states in terms of reading literacy rates.
Cassata students who test below a ninth grade level on their entrance Math and Reading TABE
(Texas Assessment of Basic Education) are required to start with classes in our Remedial
Program. The objective of Cassata's Remedial Program is to enable these students to achieve
their academic potential, participate more fully in society and be better equipped to meet the
demands of life as adults. Our remedial classes are small, with a maximum of 12 students, self-
paced and provide one-on-one instruction to raise student achievement and provide a strong
foundation for high school level courses.
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?
For the past ten years, Cassata has had very successful, collaborative relationships with Tarrant
County Juvenile Services(TCJS/JPD)and the Tarrant Country Workforce Development Board,
a WIA (Workforce Investment Act) Youth Service Provider, to provide at-risk youths with an
opportunity to receive a high school diploma or GED. Cassata's staff and licensed counselor,
along with the staff at both organizations, work very closely with these students to facilitate their
success and help break the cycle of juvenile violence and dropping out of high school.
The goal of these programs is:
• To provide a comprehensive curriculum to prepare both out-of-school youths
and adults with an education that will enable them to enter the mainstream of life
or to re-enter the regular school programs.
• To provide attitudinal experiences that will formulate healthy, wholesome outlooks
toward lifelong learning.
• To provide an environment that will establish and/or develop positive self-worth.
• To provide an intensive and personalized counseling and vocational guidance
program.
• To provide flexible schedule programs for job and career advancement.
Tarrant County Juvenile Services (TCJS/JPD/YOES) Cassata works hand-in-hand with the
TCJS staff, Probation Officers, juvenile youth offenders and solicited family/guardians, to offer
students an uncommon opportunity for success. Students must participate in seminars and
workshops designed to decrease the likelihood of re-entering the justice system. The program
)addresses many needs, including physical, academic, and social. Many of the issues are
interdependent and overcoming them is crucial to a student's success. Cassata reserves 15
spots for students in this program.
7
Once a student successfully completes their probation, they can remain at Cassata for the rest
of the semester free of charge. After that, they are offered a sliding scale tuition based upon
total family income.
JPD Program consists of the following:
• Cumulative monthly roster showing students served since the beginning of the program
year, complete with notation of individual status
• Student Progress Reports at nine-week intervals
• Direct and immediate notification of problems with a student's attendance, behavior,
academic performance/progress, transportation or other unspecified problems.
• On campus meetings/visits with probation officers
• Discharge summaries for each student referred
Tarrant Country Workforce Development Board —WIA Youth Service Provider
• The goal of this collaborative program is to help at-risk youth become productive members of
the workforce. Currently, Cassata reserves 35 rolling slots for students who meet the WIA
income guidelines. The primary focus is to help these economically disadvantaged students
obtain their high school diploma and help them break the cycle of poverty, which puts them at-
risk. Students meet regularly with counselor and case manager and are given assistance with
everything from career and social counseling, bus passes, Medicaid, and getting jobs.
Cassata's success with these students speaks for itself—Last year, Cassata graduated 68
students— including 24 WIA students and 6 JPD/YOES students. Cassata was recognized for
our outstanding service as a WIA youth educational provider at the June 11, 2008 Workforce
Solutions for Tarrant County Board Meeting.
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.
Project Measurement/Outcomes
Measurement of Student's Academic Status
Cassata uses the TABE test (Texas Assessment of Basic Education)to measure academic
success and tests skills and aptitudes in reading, math, and language skills. These tests
provide teachers and staff with a complete and accurate skills measurement for our diverse
student population and allows for the individual customization of each student's course of
study.All students are required to take entrance and exit TABE tests that assess reading and
math levels and class placement. Many of our students only achieve a sixth or seventh grade
level on their entrance TABE. The TABE program measures student progress with pre-and
post-testing and students must score above a specific level to move up from the Remedial
Level and/or to graduate or obtain their GED.
Project Measurements/Anticipated Outcomes:
• Raised academic skill levels and performance by students on TABE scores (will be
compared to prior year graduates entrance and exit TABE scores)
• Trend of increased graduation numbers from one year to the next
l
• Increased credit accumulation
8
Project Evaluation
• TABE scores will be tracked for all incoming, current, and outgoing students and
reported annually each August for the previous school year. Progress of students
enrolled in Remedial Program will be evaluated separately to track improvement.
Baseline scores will be compared with exit scores and compared with previous years'
average exit scores.
• Graduation rate will be tracked in December and May of each year and reported
annually each August.
• Number of credits issued per year will be compared with previous year.
5) Who will the program benefit? How many people? What age group? What geographic
area will it serve?
Cassata Student Body
Cassata's diversity is considered one of its greatest assets and the school welcomes students
of all faiths, ethnicities and cultures.
• Cassata served 270 students during the 2007-08 school year and graduated 68 students
including 24 students who were part of our W IA program (from families of 4 with incomes
less than $21,000 and 6 students who were part of our Juvenile Probation (JPD/YOES)
program
• 73%of students came from families with income levels less than$25,000.This figure is up
from 69% over the last several years
• Over 90% of our 2007-08 student body required tuition assistance
• 2007-08 student body previously attended 68 different schools from across Tarrant County
and came from 51 zip code areas
• Avg. grade level upon enrollment — Reading 9.2 (ninth grade/second month)/ Math 9.4
(ninth grade/fourth month). Lowest score on Entrance Reading TABE- 4.0. Lowest
Math Entrance TABE 4.5.Avg. grade level upon completion—Reading 11.7. Math 11.8.
*Based on Dec. 07/May 08 graduates entrance and exit TABE scores. Thus, Cassata
students greatly improve their reading and math scores.
• English is the primary language spoken at home for approximately half of our students
• Many of our students are required to work more than 25 hours a week, have children or
are pregnant
Ethnic Distribution 2007-08 School Year
Hispanic 53%
Anglo 23%
African American 23%
9
Other 1%
Gender Distribution 2007-08 School Year
Female 51%
Male 49%
Family Income — March 2008 Enrollment
<$25,000 73%
$25,000-30,000 14%
>$30,000 13%
6) What makes this program unique from any other crime prevention program in Fort Worth?
There are alternative high schools in the FWISD, however there is no program that is as
comprehensive and successful as Cassata. Cassata's approach is unique because we offer a
non-traditional, highly structured academic setting, where the focus includes not only
academic success, but also personal, social, vocational and emotional growth.
In addition, Cassata believes that in order to be successful, students and parents must also
have a sense of ownership in their education. To that end, the majority of our students are
required to pay some amount of tuition. All students and guardians are required to attend a
comprehensive orientation prior to enrolling as well as a one-on-one interview with a
Counselor and the Principal. Cassata's small size allows for one-on-one interaction.
Teachers and counselors have an open door policy and communicate on a regular basis with
students and their guardians about coursework, attendance, and progress.
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?
Yes, Cassata has operated a high school dropout prevention program since 1975. Funds
from CCPD will go into Cassata's budget to continue to support and to improve Cassata's
high school dropout prevention program through tuition assistance, technology, classroom
updates, and academic program improvements. Our 2008-09 Revenue Sources came from
Contributions, Government Grants, Endowments, Tuition and Registration, and Fundraising
(See attached Proforma Source for details).
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.
No, Cassata has operated a High School Dropout Prevention Program since 1975.
9) Briefly describe the specific expenditures planned for CCPD funding. You MUST fully
complete attached budget forms.
See Attached.
10) If funds are awarded, will this program continue beyond the CCPD funding period?
10
Please explain your plan to sustain this program.
Sustainability/Key Funding Sources
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 also has multi-year commitments from Chesapeake Energy
Corporation and XTO Energy and has reached out to prior Cassata supporters as well as
businesses in the area. Cassata will continue to solicit support from long time donors and
community supporters during and after the term of this grant.
1,4Bridgeland, John M.(2006). The Silent Epidemic, Perspectives of High School Dropouts.
Civic Enterprises, LLC.
2 Intercultural Development Research Association. (October 2007) Texas Public School
Attrition Study 2006 07. Accessed at http://www.IDRA.org.
3 Adams-Wade, Norma. "Keeping Kids Off The Path To Prison." Dallas Morning News 06
February 2008:313
11
PROGRAM ACTIVITIES & SCHEDULE
Organization: Cassata High School Program Name: High School Dropout Prevention Program
Please indicate month(s)when each program activity will occur with an "X"
ACTIVITY OCT NOV DEC JAN FEB MAR APR MAY JUN JULY AUG SEPT
A High School Diploma Program X X X X X X X X X X
As a fully accredited high school, our
primary activity is our High School
Diploma program.
B GED Program X X X X X X X X X X
Personalized, self-paced educational
program that enhances employability
C
D
E
F
G
12
ACTIVITIES AND OUTCOMES SUMMARY
Organizatio Program Name:
Number of How will you measure
List Specific Participants Duration: How does this activity whether this activity was
Project Activities Served by this Hours/Days/Weeks relate to one of the three successful in meeting one
Activity CCPD goals? of the three CCPD goals?
High School Diploma Program Provide secure -Comparison of TABE
As a fully accredited high school, Approximately 280 environment to improve Scores
our primary activity is our High students per year M-F educational level of at-risk -Trend of increased
A School Diploma program. 8:30-3:30 youth to support crime graduation numbers from
August- May prevention one year to the next
-Increased credit
accumulation
GED Program Provide secure -Comparison of TABE
Personalized, self-paced Approximately 280 environment to improve Scores
educational program that students per year M-F educational level of at-risk -Trend of increased GED
B. enhances employability 8:30-3:30 youth to support crime certificates from one year to
August- May prevention the next
-Increased credit
accumulation
C.
D.
* The CCPD Board and/or scoring committee may request modifications or additions to the outcome measures as a condition of award.
13
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?
14
3. How often does your board meet?
Monthly, except June, July, and December
4. Who recruits board members?
Current board members, President, Principal, and Development Coordinator
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 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.
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
20
Cassata High School
1400 Hemphill Street
Fort Worth, TX 76104
2008-09 Board of Directors
Name Title Organization Affiliation
Joe Busch Financial Advisor Self-Employed
Carmen Castro Editor/Safe Haven Coordinator Southeast Weed and Seed
Don Cram Retired Business Owner Cram Mortgage
Helen Curtis Retired Principal/Educator Various Schools
Kelsey de la Torre Consultant Open Channels
Mike Dignum Retired Builder Self-Employed
John Dittrich President Fort Worth Cats
Joe Dulle Retired Business Owner Various Businesses
Julie Ladner Former Educator/Comm, Volunteer Various Schools
Liz Davis-Lydia Office of Outreach UNT Health Science Center
Diane Mills CFO/Director Century Mechanical Contractors
Jack Raskopf Retired Marketing Professor Texas Chrisitan University TCU
Phil Record Retired Newspaper Executive Fort Worth Star Telegram
Brian Renteria Multimedia Specialist/Teacher Youth Leadership-FWISD
FWISD
Ex-Officio
Sal Espino, President, Cassata High School
Fort Worth City Council Member
Nancy F. Martin,Principal,Cassata High School
1400 Hemphill Street Fort Worth, TX 76104
(817) 926-1745 Fax (817) 926-3132
LEVERAGE OF FUNDS
j)lease 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.
See attached for 2008-09 details.
Source 1:
Tarrant County Juvenile Services(TCJS/JPDNOES)and Tarrant Country Workforce Development
Board Government Grants - $255,260
Source 2:
Contributions and Individual Donations - $339,401
Source 3:
Tuition and Registration - $159,000
Source 4:
)undraising - $45,000
Source 5:
14
,r
BUDGET SUMMARY
Amount
Requested C
A. Personnel $13,851.34
B. Fringe Benefits $6,148.66
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
Faculty Teacher 5.28 of $262,336 (total faculty payroll)
Mary Bootpetch — Remedial Math/Science
Sharon Cheatham — English/Language Arts
Ron Clark - Math
Jeff Crownover— Social Studies
Kelley Dannelley — Technology
Mary Ann Haefling —Reading Specialist
Chuck McKone — Science/Spanish
Shannon Walker— Social Studies/Child Development
TOTAL Personnel $13, 851.34
B. Fringe Benefits
Name Position Description of Benefits Cost
Faculty Teacher 5.28 of total faculty benefits
Mary Bootpetch — Remedial Math/Science
Sharon Cheatham — English/Language Arts
Ron Clark - Math
Jeff Crownover— Social Studies
14
Kelley Dannelley— Technology
Mary Ann Haefling —Reading Specialist
Chuck McKone — Science/Spanish
Shannon Walker— Social Studies/Child Development
TOTAL Fringe Benefits $6,148.66
C.Travel
Purpose of Travel Location Item Cost
TOTAL Travel $
D. Equipment
Item Cost per Item Quantity Cost
TOTAL Equipment $
E. Supplies
Item Cost per Item Quantity Cost
TOTAL Supplies $
F. Contracts/Consultants
Description of the Service Cost
15
t
TOTAL Contracts/Consultants $
G.Other Costs
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 — Funds from the CCPD will go toward paying 5.28% of faculty salaries,
Cassata's teachers are uniquely qualified and experienced and serve as mentors, not just
teachers. Expectations for students are high and Cassata's firm model of discipline provides
a safe, orderly, and positive environment that allows students to achieve their goals. In
order for Cassata's High School Dropout Prevention Program to be successful,we must be
able to pay qualified teachers.
B. Fringe - Funds from the CCPD will go toward %5.28 of fringe benefits for faculty.
C.Travel
D.Equipment
E. Supplies
F. Contracts/Consultants
G.Other
16
Budget Changes from 08'-09'to 09'-10'
Revenue: Budget 08'-09' Budget 09' -10' % of Chan e
Contributions & Fundraising $ 461,000.00 $ 450,000.00 -2.39%
Government Contracts $ 245,000.00 $ 255,000.00 4.08%
Tuition & Registration $ 150,000.00 $ 165,000.00 10.00%
Endowment $ 60,000.00 $ 60,000.00 0.00%
Other $ 3,045.29 $ 10,125.00 232.48%
Total Revenue $ 919,045.29 $ 940,125.00 2.29%
Expenses:
Payroll Expenses
Payroll $ 578,863.00 $ 577,066.00 -0.31%
FICA/Medicare $ 44,053.51 $ 44,145.55 0.21%
Employee Benefits $ 185,888.60 $ 198,229.99 6.64%
Sub-Total $ 808,805.11 $ 819,441.54 1.32%
General and Administrative $ 110,240.18 $120,550.17 9.35%
Total Expenses $ 919,045.29 $ 939,991.71 2.28%
Net Remaining $ - $ 133.29 $ 0.00
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: All of the President's time is administrative with the exception of the
direct student contact areas designated.
KEY RESPONSIBILITY AREA: Board Relations
Specific Duties:
■ Keeps Board of Directors informed on issues that affect the School and alternative education
programs 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 its action.
■ Submits regular reports on Cassata operations to the Board of Directors.
■ Attends regular Board and Committee meetings
KEY RESPONSIBILITY AREA: Finance Development
Specific Duties:
■ Develops and recommends programs that will continue financing of Cassata in the future.
■ Provides leadership for all approved fund raising efforts related to overall funding of the agency.
■ Reviews and coordinates with Development Director on all grant proposals.
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 of Cassata High School to all facets of the Community.
■ Develops and maintains good working relationships with the media, agencies,the business
community, and civic, professional, and church groups.
■ Maintains relationship between school and benefactors.
■ Develops and supervise communication vehicles to the Community.
KEY RESPONSIBILITY AREA: General
Specific Duties: Assumes other duties as requested by the Superintendent of Schools and/or the Board of Directo
SALVADOR ESPINO
4920 Robinson St.,Fort Worth,TX 76114
Telephone: (817)793-0842 cell
PROFESSIONAL SHILLS
• Extensive leadership experience in various non-profit/public sector positions
• Strong communication skills and public relations capabilities
• Background of experience in fund development
• Solid background in accounting,finance,and law
• Ability to work well with diverse board of directors and with the community
• Past successful experiences in effective strategic planning
NON-PROFIT/PUBLIC SECTOR EXPERIENCE
City of Fort Worth,Texas.
Councilmember—District 2. ME 2005—
Present.
Elected with 71%of the vote. Represent North Fort Worth on the City Council. Responsible for public
policy decisions that affect a city of over 661,000 residents and a budget of over$900M. Work with
neighborhoods,businesses, schools,non-profits,the media, and other stakeholders in the City of Fort
Worth. Developed extensive contacts throughout the City of Fort Worth.
Various City Boards and Commissions. 1998—May 2005.
Appointed by former Councilmember Jim Lane to the Building Standards Commissions which hears cases
on substandard structures in the City of Fort Worth. Served as the Mayor's Appointment(former Mayor
Ken Barr)on th�City Plan Commission which oversees the preliminary plats for development and also
oversees the City's Comprehensive Plan in conjunction with the City's Planning Department. Selected by
the City Manager(former City Manager Gary Jackson)to serve on the Civil Service Commission which
conducts hearings on civil service matters and also appeals on civil service exam questions.
Latin Arts Association of Fort Worth,Inc. (LAAI 1999—Mav 2005.
Joined the Board of Directors in 1999. Elected President of the Board of Directors in December 2002 and
served until May 2005. The Latin Arts Association of Fort Worth,Inc. manages the historic Rose Marine
Theater in North Fort Worth. Live theater,music,dance,film and art programs are offered at the Rose
Marine Theater(MM.rosemarinetheater.com.). Prior to May 2003,the organization was managed day to
day by an all volunteer board.
As a board member and President of LAA,responsible for preparing grant proposals,snaking presentations
to various foundations and businesses,and securing individual donors. As a result of these efforts,the
organization was able to secure Community Development Block Grants(CDBG)from the City of Fort
Worth for a Theater Skills Program offered to disadvantaged youth. Professional staff was hired in May
2003 after I secured funding from the Amon G. Carter and Sid W.Richardson Foundations. Also
obtained funding from the Arts Council of Fort Worth and Tarrant County,Inc.
Coordinated and managed events at the Rose Marine Theater until May 2003. Managed media campaign
for LAA. Engaged the board and staff at annual strategic retreats and workshops. Developed policies
and procedures manual in conjunction with newly hired Executive Director. Recruited new board
members. Developed standards for board governance.
All Saints Catholic Church 1995—May 2005.
Served on the Pastoral Council,Building Committee for a New Parish Center,Lector Ministry, and
The Cinco de Mayo/l6`}'of September Committee(Chairman). Worked closely with Father Esteban Jasso
on numerous parish projects. Assisted in major fund development drive for the construction of a new
parish center. Organized the church's largest annual fundraiser—the Dieciseis de Septiembre(l 6`h of
September)Mexican Independence Day Fiestas-and also organized the Cinco de Mayo Fiestas.
Fort Worth Academy of Fine Arts/Texas Boys Choir. 2002-May 2005.
Served on the Board of Directors for this open enrollment charter school in Southwest Fort Worth. The
board of directors operates as a school board setting policy,reviewing budget matters,implementing
capital facilities plan, and coordinating fund development plans.
LEGAL EXPERIENCE
Salvador Espino,Attorney at Law,Fort Worth,Texas. Jan. 2003—Present.
Solo Practitioner. Manage local law practice focusing primarily on real estate and small probate matters.
Worked with Land America/American Title as a fee attorney on real estate closings and now perform work for
Republic Title on real estate documents.
Susman Godfrey. Dallas,Texas Oct.2000—Jan.2003.
Staff Attorney. Worked with firm partner on complex commercial litigation cases and class action claims.
Cordray,Goodrich,&Miltenberger.Fort Worth,Texas Feb.99—Oct.2000.
Toxic Tort Litigation Attorney.Defended clients from asbestos related claims throughout Texas.
Hill Gilstrap,P.C. Arlington,Texas Sept. 95—Feb. 99.
Commercial Litigation Attorney. Member of firm's litigation unit with heavy concentration on commercial
litigation cases.
ACCOUNTING EXPERIENCE
Accountins Professionals CPE Institute,Inc. Fort Worth,Texas Feb.95-Sept.95/Aug. 89-Feb.92
Administrator. Managed and supervised local publishing firm. Responsible for preparation of financial
statements,tax returns,afid internal management reports.
NTCS,Inc. Denton,Texas May 93—Jan.95
Controller/Legal and Accounting Software Consultant. Managed and supervised the accounting department for
computer consulting firm. Provided computer consulting service to clients on a variety of accounting software
packages.
EDUCATION
Southern Methodist University School of Law. Dallas,Texas Aug.90—Mgy 93
• Doctor of Jurisprudence
• Best Legal Brief in Law School Section
• Political Asylum Clinic-Argued and won political asylum case where success rate is less
than five percent(only case won by a clinic student that semester)
Texas Christian University. Fort Worth,Texas Aug. 86—May 90
• Bachelor of Business Administration in Accounting(magna cum laude)
• Scholarship recipient—American Institute of CPAs and the National Society of Public
Accountants
• Beta Gamma Sigma-Business Honor Society
OTHER INFORMATION
Valedictorian-High School for Finance Professions at Polytechnic High School(FWISD)
Fluent in both Spanish and English
Other Volunteer Activities:
St.Joseph Health Care Trust Grants Committee(former member)
North Beverly Hills Neighborhood Association(former President)
Imagination Celebration Fort Worth,Inc.(former board member)
YMCA Soccer Coach
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, Cereal Chemistry
Texas A&M University, College Station, Texas 1983
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 EDUCATOR CERTICIFICATES
Principal—Grades (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 II 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, 6tn Grade Math,
Athletics and Physical Education
White Hall Junior High School, White Hall,Arkansas 1992-1995
Chapter I Tutorial Instructor for all Junior High Subjects
Comanche High School, Comanche, Texas 1990-1992
Algebra I, Pre-Calculus and Athletics
Quincy High School, Quincy, Illinois 1986-1988
Chemistry, Pre-Chemistry, Physical Science and Athletics
John Wood Community College, Quincy,Illinois 1986-1988
General Chemistry to Nursing Students
COACHING HISTORY
Rio Vista ISD, Rio Vista, Texas
Girls Athletic Director 2000-2006
Head Varsity Volleyball Coach 1997-2006
Five District Championships
Regional Semi-Finalist 2004
UIL Playoffs— 1998-2006
High School Head Girls Track Coach 1997-2006
Five District Championships
Regional Qualifiers
State Medalists
High School Head Tennis Coach 2000-2006
District Champion, Singles and Doubles
Regional Qualifiers
High School Assistant Girls Basketball Coach 2000-2006
Junior High Volleyball, Basketball and Track Coach
Comanche High School, Comanche, Texas
Junior High Basketball Coach 1990-1992
High School Girls Track Coach 1990-1992
Head Varsity Tennis Coach 1992
District Champions
Regional Qualifiers
Quincy High School, Quincy, Illinois
Head Varsity Volleyball Coach 1986-1988
Three District Championships
Regional Finalist
State Tournament Appearance
PERSONAL
Married to Stuart A. Martin for 23 years
Daughter, Stephanie F. Martin, attends University of Nebraska
Son, Kyle T. Martin, attends Creighton University
Active member of St. Bartholomew Catholic Church
Participating in Catholic Scripture Study Program
Member of a small share group since 2004
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. Reports to the President and Board the activities of
the school.
RESPONSIBLE for the FOLLOWING:
1. Personnel involved in direct student contact (faculty and counseling).
2. Orientation`of prospective students.
3. Student compliance with conduct and attendance policies.
4. Evaluating transcripts and scheduling students.
5. Evaluation of teachers.
6. Curriculum planning, revision, implementation, and evaluation.
7. Communication 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 course concepts.
• Adapts curriculum to insure maximum accessibility to individual learners
• 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 6oise, 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
Job Description: Development Assistant
Reports to: Campus President
Summary and Scope: The Development Assistant plays an important role by providing
development, marketing and administrative support to the Campus President and participating in
all fundraising and marketing activities including donor and public relations, direct mail appeals,
and special events. This is a 40 hour per week full time position. Salary range is $28,000 to
$30,000 commensurate with experience.
Duties
• Maintain and update database records in Microsoft Access
• In conjunction with Campus President, prepare funding proposals and packets to
foundations, corporations, businesses, and individuals
• Maintain foundation, corporation, business, and individual donor files both on the
computer and in manual files.
• Process donations and prepare acknowledgement letters and other correspondence within
24 to 48 hours from when the donations are received at Cassata High School
• Enter such information on Cassata's database in Microsoft Access
• Maintain Cas'sata calendar and appointments for Campus President as well as
coordinating the President's calendar with the school calendar
• Identify potential contributors to ongoing programs and special projects through
examination of past record of contributors and knowledge of community.
• Coordinate direct appeal letters and mail to appropriate lists for direct mail campaigns
• Assist in fund drives for special projects
• Assist in solicitation drives for pledges of ongoing support.
• Conduct preliminary research on prospective corporate, business, foundation and
individual donors.
• Assist in donor recognition programs in conjunction with Campus President
• Write articles for Cassata Newsletters in conjunction with Campus President
• Mail Cassata newsletters to appropriate lists
• Assist and setup Learn About Cassata Luncheons in conjunction with Campus President
• In conjunction with Campus President and Board of Directors, assist in Noche de
Gracias, Cassata's annual fundraising event
• Prepare media kits and donor kits for distribution for meetings, events, and to the media
• Act as liaison with Campus President and office staff so that school activities are
accurately portrayed in development materials.
• Serve as communication link with Campus President and office staff including school
accountant
• Other duties as assigned by the Campus President that relates to Cassata High School
Requirements
• Bachelor's degree in a related field preferred, not required
• A minimum of two years experience working in the community preferred, not required
• Proficiency in Microsoft Word, Excel, Access, PowerPoint, and Outlook
• Excellent verbal and written communications skills
• Ability to present information concisely and effectively, both verbally and in writing
• Ability to organize and prioritize work
• Ability to work independently with little supervision
• Excellent interpersonal skills
RECEPTIONIST/SECRETARY DUTIES:
Job Responsibilities:
Answer multiple phone lines, take messages and translate all Spanish calls
Prepare, administer, and evaluate TABE Locator and Tests
Prepare and maintain new and current student files
Monthly Bank Reconciliation (operating, savings, and special)
Progress Reports (mail out)
Maintain and replenish office forms (applications, brochures, community service sheets,
flyers, etc.)
Daily deposits
Translate for Spanish speaking parents for parent/teacher conferences or counselor
referrals.
Student ID's
Assist in collecting and receipting tuition and any other revenue
Assist Development Director on mailings and other projects
Act as back-up when Attendance Clerk/Admin.Asst is absent
Assist in tardy sign-in and early dismissal (with parental consent)
Assist in calling parents/guardians when students are absent
Distribute mail
Record book checkouts and returns
Keep records of TABE scores
Order office supplies
Assist with WIA reporting
l
CASSATA HIGH SCHOOL
POSITON DESCRIPTION
POSITION TITLE: COUNSELOR/ADMINISTRATOR
REPORTS TO: PRINCIPAL
RESPONSIBILITES:
Oversee all aspects of the WIA contract to include:
Recruitment, screening and orientations of prospective students.
Case Management services of all WIA youth.
Compile monthly reports to Workforce Solutions of Tarrant County.
Maintain communication and coordination of services with CLC.
Maintain communication and coordination of services with STEP.
Provide yearly report to Workforce Solutions of Tarrant County.
Attend and host WIA meetings.
Yearly audit of WIA contract.
Evaluate transcripts and schedule students.
Write credits, schedule classes and issues books.
Schedule all students for fall and summer school.
Oversee office procedures: files, attendance, sigh-ins, TABE testing, forms,
and i.d. cards.
Brief Principal of all activities and concerns.
Provide guest speakers for special needs groups and make appropriate
referrals to outside resources.
Provide crisis counseling as needed.
Assist in scheduling and conducting parent, student, and teacher
conferences.
Enforce all school policies and procedures including uniform requirements,
attendance requirements, and tardy procedures.
Conduct orientations for prospective students and parent/guardian.
Maintain high visibility throughout the day, especially before and after
school and between classes to maintain rapport and enforce polices.
Coordinate with the Principal on in-service days, topics, and facilitate in-
service.
Attend all necessary meeting including office meetings, teacher/staff
meetings, counseling meeting and in-services.
J Obtains and supervise Social Work Interns.
Oversee Student Government, Prom, Thanksgiving dinner, and Birthdays.
CASSATA HIGH SCHOOL
POSITION DESCRIPTION
POSITION TITLE: Business Manager/ Bookkeeper
REPORTS TO: President and Principal
POSITION FUNCTION:
Assume full responsibility for the daily budgetary management, fiscal reporting,
financial/fiscal leadership, purchasing and receiving, accounts payable, accounts
receivable, payroll, and employee benefits according to proper procedures and update the
President on all budgetary matters. Oversee the office staff.
SPECIFIC RESPONSIBILITIES:
1. Compile and balance journal entries for the General Ledger recording all receipts and
expenditures to the proper accounts.
2. Handle all aspects of accounts payable and receivable.
3. Do daily cash receipts reports for the deposits.
4. Coordinate the payroll with the Diocese by sending semimonthly timesheets and
changes. Responsible for payroll data accuracy.
5. Compile end of month financials, monthly cash receipts and contributions reports, and
other special reports.
6. Supervise deposits and bank reconciliations for operating, savings, and operating
special accounts.
7. Do quarterly journal entries for the Endowment.
8. Keep tuition records and do monthly statements. Distribute statements to the students
And report any delinquent accounts to the counselors.
9. Track contract students and do monthly billing for these students.
10. Work with the Admin. Asst, to assure the accuracy of the status of all students.
11. Do monthly benefits worksheet and send to the Diocese.
12. Send all financial information to the Diocese monthly.
13. Do annual Pension and Long Term Disability Audits for the Diocese.
14. Aid in the preparation of the budget.
15. Maintain accurate and current line item information concerning the status of the
budget.
16. Administer employee benefits and maintain records.
17. Keep employee attendance records.
18. Do entry and exit forms for employees.
19. Help prepare annual contracts for faculty and staff.
20. Prepare worksheets for annual audits and act as liaison between auditors and Cassata.
2 LSupervise and aid in the ordering of all types of supplies.
22. Assist in regular and emergency maintenance matters.
23. See that all annual inspections and tests are done.
1 24. Maintain all Federal posting requirements and other required postings.
25. Assist in lease agreements and other contracts.
26. Update bank signatures when necessary.
27. Do deposits, pay expenses, and do bank reconciliations for the Students Council and
Yearbook accounts.
28. Help set up and attend board meetings and take the minutes.
29. Add postage and deal other matters concerning the postage meter.
30. Supervise office workers and help with the phone and other office duties when
necessary.
Administrative Assistant
REPORTS TO: Principal
POSITION FUNCTION: Administrative Assistant
SPECIFIC RESPONSIBULITIES:
• Word processes correspondence for the President and Principal,perform related duties as
necessary and run errands as needed.
• Prepares monthly board meetings packets; miscellaneous correspondence to and/or from board
officers and members; maintains records of board meetings; handles various board business
• Collects and receipts tuition
• Assists with follow up of students and parents on tuition balance
• Maintains procedure manuals for all departments
• "Back-up" for bookkeeper in her absence
• Assists the Development Director on mailings and other projects
• Maintains current and accurate master student class schedule and individual teacher class
schedules and database
• Assist in whatever capacity necessary to facilitate the effective operation of Cassata
• Assist with answering telephone
• Act as "back-up"when secretary/receptionist is absent
• Compiles end of the month attendance
• Receives and receipts all money
• Check all immunization records
• Attend diocesan nurses meetings
• Attend to most student injury
• Other duties and responsibilities as deemed necessary by the President or Principal.
• Call parent/guardian of absent student on a daily basis and document reason for absence.
• Informs teachers, counselors, and administration of extended student illness and chronic
absenteeism or tardiness to school.
• Responsible for sign-in for tardy students and sign-out for students needing an early dismissal.
• Compiles data for weekly and monthly attendance reports manager for billing purposes.
Competencies Necessary for Position:
Proficiency in Microsoft Office, Access, experience with Desktop Publishing. Previous experience
as an administrative assistant preferred.
a
a
Assistant to the Principal Job Description
Major Responsibilities
Interview and Screen JPD/YOES Students
Coordinate between Probation Officers and Auxiliary Support Staff
Compile Monthly Reports to JPD
Compile Annual Report to JPD
Look Over and Ensure Courses comply with TEKS
Keep Inventory and Ensure School has Appropriate Textbooks
Handle Discipline Referrals
Hold Orientations and Review Academic Documentation of Entering Students
Staff Students and Ensure Students are Making Progress
Tour Building each day and Check Security as well as Functionality of Building
Raise Flag and Maintain Cleanliness and Outward Appearance of Grounds
Meet and Greet as well as See each Student off the School's Grounds each Session
Perform and Record Monthly Fire Drills
Brief Principal on all Activities and Concerns
Coordinate Graduations
Check Cars in Parking Lot for Vandalism and Contraband
Handle Bank Deposits
Assist Principal in everything he/she needs
Maintain Presence in Hallways during Class Changes
Other Important Responsibilities
Listen too and Building Rapport with each Student/Parent
Communicate with and Coordinate Outside Agencies
Listen too Teacher Concerns and Encourage a Cooperative Professional Atmosphere
Coordinate with Principal on Inservice Days
Keep Abreast on Possible Conflicts between Students
Encourage Students to do Their Best Academically and Personally
Make Rounds through Building and Render Yourself Available
Maintain an Ambassadorship for the School in and outside of Work Hours/School Visits
Enforce and Follow Policies of School
Ensure each Staff Member Constructs Bulletin Board each Respective Month
CASSATA HIGH SCHOOL
AMENDED BYLAWS
Article I-Name and Principal Location.
Section 1 Name: The name of this organization shall be Cassata High School
hereinafter referred to as Cassata.
Section 2 The office of Cassata is 1400 Hemphill Street,Fort Worth, Texas 76104.
Article II-Mission and Purposes.
Section 1 The mission of Cassata is to provide an effective, quality education that
enables students of all backgrounds to increase their educational level or
complete their secondary education.
Section 2 The purposes of Cassata shall be as follows:
(a) To provide a comprehensive curriculum to prepare both out-of-
school youths and adults with an education that will enable them to
enter the mainstream of life or to re-enter the regular school
programs.
(b) To provide attitudinal experiences that will formulate healthy,
wholesome outlooks toward lifelong learning.
(c) To provide an environment that will establish and/or develop
positive self-worth.
(d) To provide an intensive and personalized counseling and
vocational guidance program.
(e) To provide flexible schedule programs for job and career
advancement.
Article III-Board of Directors.
Section 1 Number, Eligibility, Term, and Term Limits
(a) The Board of Directors shall be composed of no less than eleven
(11)members nor more than twenty-one (21)members.
(b) Board members shall be those who have an interest in or volunteer
their services to Cassata. Members shall be elected at the annual
meeting by a majority vote of the Board.
Page 1 of 6
(c) 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.
(d) Board members shall serve up to three two year terms for a
maximum of six years of board service. An exception to term
limits may be permitted subject to approval by a majority vote of
the Board.
Section 2 Duties
(a) The Board of Directors has and may exercise necessary powers
for the continued operation of Cassata.
(b) All questions of interpretation of this Constitution shall be
controlled by a majority vote of the Board.
(c) The Board of Directors may create committees as needed. Persons
other than Board members may serve on any committee. The total
number of members on a committee shall be comprised of a
majority of members from the Board with volunteers (and others)
comprising a minority.
Section 3 Vacancies
(a) The Board of Directors shall have the power to fill all vacancies on
the Board created by death, resignation, disqualification or
otherwise as they occur. The term begins immediately upon
election.
Section 4 Meetings
(a) The Board of Directors shall meet in regular session at least five
(5) times a year. Notice of meetings shall be given in writing to
each Board Member prior to the meeting by such means as may be
acceptable to the Board, including fax and email.
(b) The Annual Board Meeting will be held in May of each year and
shall be known as the Annual Meeting for the transaction of such
business as may properly come before the membership.
(c) Special meetings of the Board may be called by the Chair at the
Page 2of6
request of five (5) members of the Board, the President, or at the
discretion of the Chair.
(d) Any member of the Board absent from three(3) consecutive
meetings without excuse may be dismissed from the Board at the
discretion of the Executive Committee.
(e) No Director may authorize a proxy vote in his/her behalf.
Section 5 Officers
(a) Officers: The officers of the Board of Directors shall be Chair,
Chair-Elect, and a Treasurer. There is no Board Secretary as the
President of Cassata and/or Cassata staff shall have the primary
responsibility for the accuracy of all minutes of the Board of
Directors and Executive Committee meetings, as well as such other
duties as may be assigned by the Chair and/or by the Board of
Directors.
(b) Term of Office: The position of Chair, which shall be elected from
the Board of Directors, shall be for a two (2) year term. Officers
other than Chair shall be elected from the Board of Directors for a
one (1) year term. After serving a one year term, Officers other
than the Chair and the Chair-Elect are eligible to serve an
additional one year term, not to exceed a maximum of two (2)
consecutive one year terms. The Chair-Elect will be elected Chair
after serving the prior year as Chair-Elect.
(c) Election of Officers: At the annual meeting, the officers shall be
elected from the Board of Directors for their respective terms.
(d) Duties of the Chair: The Chair shall preside at all meetings of the
Board of Directors. He/she shall be an ex-officio member of all
committees. He/she shall perform other duties pertaining to the
office as required of him/her from time to time by the Board of
Directors.
(e) Duties of the Chair-Elect: The Chair-Elect shall perform the duties
of the Chair in the absence or incapacity of the Chair and shall
assume such other duties and responsibilities as may be assigned
by the Chair. It shall be the responsibility of the Chair-Elect to
become acquainted with the duties of the Chair, so as to be able to
assume the office of the Chair upon election by the Board of
Directors.
Page 3 of 6
(f) Duties of the Treasurer: The Treasurer shall be responsible for
assisting the Board of Directors in all matters pertaining to
finances, including reviewing the annual budget before it is
presented to the Board of Directors. He/she shall make regular
financial reports to the Board of Directors and ensure that
Cassata's books are in compliance.
(g) Duties of Chair-Emeritus (Past Chairj: Upon completion of a two
year term as Chair, the person holding such office shall
automatically become Chair-Emeritus (Past Chair), and shall serve
an additional term of one year in such capacity, and as a member
of the Board of Directors. The duties of the Chair-Emeritus (Past
Chair) shall be to lend expertise and experience to the Board of
Directors and to the Chair, as well as to perform such other duties
as may be assigned by the Chair or by the Board of Directors.
(i) Vacancies in any of the offices shall be filled by the Board of
Directors for the unexpired portion of the term. Any officer
appointed to fulfill an unexpired term will be eligible for
nomination for an additional two year term.
l Section 6 Quorums
J
One-third of the members of the Board of Directors shall constitute
a quorum of the Board for the transaction of business. No official
business may be transacted in the absence of a quorum.
Article IV—Administrative and Educational Officers.
Section 1 President: The Board of Directors of Cassata in consultation with
the Superintendent of the Catholic School System shall appoint the
President of Cassata.
Section 2 Directive Powers: The President shall direct and execute on behalf
of Cassata all decisions or programs adopted by the Board to
include hiring, execution of contracts, signing of checks and drafts
and other actions deemed necessary to run Cassata efficiently and
effectively.
Section 3 The President is the Administrator,but is not a voting member of
the Board. He/she is an Ex-Officio member of the Board of
Directors.
Page 4 of 6
Section 4 The Principal is responsible for the educational matters at Cassata
High School,but is not a voting member of the Board. He/she is
an Ex-Officio member of the Board of Directors.
Article V-Committees.
Section 1 Executive Committee: The Board of Directors by majority vote
shall elect an Executive Committee consisting of the Board Chair,
Treasurer, and the Chairperson of each Standing Committee. The
Executive Committee may exercise the full function and authority
of the Board between Board meetings.
Section 2 Other Committees: There shall be as Standing Committees, a
Finance Committee, a Building& Grounds Committee, a Bylaws
and Nominating Committee, a Marketing and Public Relations
Committee, a Fundraising/Noche de Gracias Committee, and a
Technology Committee. The Board of Directors shall have the
power to create any other committees deemed necessary to carry
out the business of Cassata. Committees will be made up of a
majority of Board members and other persons as selected by the
Committee Chair, however, Standing Committees shall consist
only of Board members or non-Board members with Board
approval.
Section 3 The President and the Development Director will be ex-officio
members on all Standing Committees.
Article VI-Fiscal Policies.
Section 1 Fiscal Year: The fiscal year shall be from July 1 to June 30.
Section 2 Accounts and Audit: The books and accounts of Cassata
shall be kept in accordance with sound accounting practices and
shall be audited annually and when called for by the Board of
Directors. This audit shall be by a certified public accountant.
Article VII-Amendments and Parliamentary Authority
Section 1 Amendments: Notice of any amendment proposed by a Board
member or the President must be mailed to each Board member
more than two weeks before it is voted upon; it may carry by a 2/3
majority.
Section 2 Parliamentary Authority: In the absence of provisions to the
1 contrary, Roberts Rules of Order, Newly Revised, shall prevail.
Page 5 of 6
Revised 01-12-88
Revised 03-09-89
Revised 07-13-93
Revised 11-12-96
Revised 05-19-08
Page 6 of 6
""Z0000*
C-1A &SATA
■
A Private, Non-Traditional School
Ms. Sasha Kane
Officers: Grants and Contracts Management Department
Joe Busch Fort Worth Police Department
Chair
350 W. Belknap Street
Joe Dulle Fort Worth, TX 76102
Past Chair
Don Cram Dear Ms. Kane,
Treasurer
Please accept this donation request for $20,000 that will be used for General
Board of Directors: Operating support of our existing High School Dropout Prevention Program for at-risk
Carmen Castro youth, as well as provide a last chance at education for many students. Funds from
Helen Curtis CCPD will help make it possible for us to continue to provide the support and tools
Kelsey de la Torre necessary to maintain and improve our existing High School Dropout Prevention
Mike Dignum
John Dittrich Program. We would be especially grateful for your support this year in these uncertain
Julie Ladner economic times.
Elizabeth Davis-Lydia
Diane Mills We are constantly updating and improving our Dropout Prevention Program and this
Jack Raskopf past school year was one of tremendous progress for Cassata. We graduated sixty-
Phil Record
Brian Renteria eight students during the 2007-08 school year, our highest number in several years.
Twenty-four of the graduates were part of our WIA program(from families of four with
EX-officio: incomes less than $21,000) and six graduates were part of our partnership program
Bishop Kevin Vann with Tarrant County Juvenile Probation (JPDNOES) program. In addition, Cassata
Donald P.Miller was recently recognized for our outstanding service as a WIA youth educational
Superintendent provider by the Tarrant County Workforce Solutions Board.
Sal Espino With your support, Cassata will be able to continue equipping at-risk youth with the
President knowledge & skills necessary to obtain employment and economic independence.
Nancy F.Martin Please contact me if you have any questions.
Principal
Sincerely,
Sister M.Bonaventure
Co-Founder/
1914-2007 Sal Espino
Sister M.Fulbright President
Co-Founder
1
r
1400 Hemphill Street Fort Worth,TX 76104-4796 (817)926-1745
Fax(817)926-3132 E-Mail sflood@cassatahs.org
CA&SATA
A Private, Non-Traditional School
Ms. Sasha Kane
officers: Grants and Contracts Management Department
Joe Busch Fort Worth Police Department
Chair
350 W. Belknap Street
Joe Dulle Fort Worth, TX 76102
Past Chair
Don Cram Dear Ms. Kane,
Treasurer
Please accept this donation request for $20,000 that will be used for General
Board of Directors: Operating support of our existing High School Dropout Prevention Program for at-risk
Carmen Castro youth, as well as provide a last chance at education for many students. Funds from
Helen Curtis CCPD will help make it possible for us to continue to provide the support and tools
Kelsey de la Torre necessary to maintain and improve our existing High School Dropout Prevention
Mike Dignum
John Dittrich Program. We would be especially grateful for your support this year in these uncertain
Julie Ladner economic times.
Elizabeth Davis-Lydia
Diane Mills We are constantly updating and improving our Dropout Prevention Program and this
`Mack Raskopf past school year was one of tremendous progress for Cassata. We graduated sixty-
hil Record eight students during the 2007-08 school year, our highest number in several ears.
Brian Renteria 9 9 Y 9 Y
Twenty-four of the graduates were part of our WIA program(from families of four with
Ex-officio: incomes less than $21,000) and six graduates were part of our partnership program
Bishop Kevin Vann with Tarrant County Juvenile Probation (JPDNOES) program. In addition, Cassata
DonaldP.Miller was recently recognized for our outstanding service as a WIA youth educational
Superintendent provider by the Tarrant County Workforce Solutions Board.
Sal Espino With your support, Cassata will be able to continue equipping at-risk youth with the
President knowledge & skills necessary to obtain employment and economic independence.
Nancy F.Martin Please contact me if you have any questions.
Principal
Sincerely,
Sister M.Bonaventure < �
Co-Founder/
1914-2007 Sal Espino
Sister M.Fulbright President
Co-Founder
1400 Hemphill Street Fort Worth,TX 76104-4796 (817)926-1745
Fax(817)926-3132 E-Mail sflood@cassatahs.org
u A & SAT A
HIGH SCHOOL i
A Private, Non-Traditional School
April 21, 2009
Ms. Sasha Kane
Officers: Grants and Contracts Management Department
Joe Busch Fort Worth Police Department
Chair
350 W. Belknap Street
Joe Dulle Fort Worth, TX 76102
Past Chair
Don Cram Dear Ms. Kane,
Treasurer
Enclosed please find the items you requested including Budget Summary
Board of Directors: and Budget Detail for Program, Budget Narrative, Job descriptions for
Carmen Castro Cassata Staff, and resumes of President and Principal who oversee
Helen Curtis program.
Kelsey de la Torre
Mike Dignum
John Dittrich With your support, Cassata will be able to continue equipping at-risk youth
Julie Ladner with the knowledge&skills necessary to obtain employment and economic
)Elizabeth Davis-Lydia independence. Please contact me if you have any additional questions or
Diane Mills need additional information.
Jack Raskopf
Phil Record
Brian Renteria Sincerely,
Ex-Officio:
Bishop Kevin Vann Susan Flood
Donald P.Miller Development
Superintendent
Sal Espino
President
Nancy F.Martin
Principal
Sister M.Bonaventure
Co-Founder!
1914-2007
Sister M.Fulbright
Co-Founder
1400 Hemphill Street Fort Worth,TX 76104-4796 (817)926-1745
Fax(817)926-3132 E-Mail sflood@cassatahs.org
Certificate of Coverage Date:S/13/2oog
Certificate Holder This Certificate is issued as a matter of in a n
Most Reverend Joseph P Delaney,D.D.,Bishop of the confers no rights upon the holder of this c rt a cXfi ate
Roman Catholic Diocese of Fort Worth and His Successors in Office, Catholic Center does not amend,extend or alter the covera
800 West Loop,820 South Company Affording Coverage
Fort Worth,TX 76108 THE CATHOLIC MUTUAL RELIEF SOCIETY
10843 OLD MILL RD
Covered Location OMAHA, NE 68154
Cassata Leaming Center
1400 Hemphill
Fort Worth,TX 76104
Coverages
This is to certify that the coverages listed below have been issued to the certificate holder named above for the certificate
indicated,notwithstanding any requirement,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 is subject to all the terms,exclusions and
conditions of such coverage.Limits shown may have been reduced by paid claims.
Type of Coverage Certificate Number Coverage Effective Coverage Expiration Limits
Date Date
Property
Real&Personal Property
General Liability General Aggregate 3,000,000
Products-Comp/OP Agg
®✓ Occurrence Personal&Adv Injury
® Claims Made 8587 7/1/2008 7/1/2009 Each Occurrence 500,000
Fire Damage(Any one fire)
Med Exp(Any one person)
Excess Liability
8587 7/1/2008 7/1/2009 Each Occurrence 500,000
Other
Employee Dishonesty 8587 7/1/2008 7/1/2009 Each Occurrence 100,000
Description of Operations/Locations/Vehicles/Special Items
Proof of coverage for Cassata Learning Center,for the term of the certificate.
Holder of Certificate Cancellation
Should any of the above described coverages be cancelled
Tarrant County Workforce Development Board
before the expiration date thereof,the issuing company will
601 Scott Avenue,Suite 400
endeavor to mail 30 days written notice to the holder of Worth,TX 76103 certificate named to the left, but failure to mail such notice shall
>�ort
impose no obligation or liability of any kind upon the company,
its agents or representatives.
Authorized Representative
0271000102 (,
St. Bartholomew Catholic Church $3,000 $3,000 $3,000 $3,000
Junior League of Fort Worth $2,500
Speedway Children's Charities $5,000 $5,000 $2,500 $5,000
Sisters of St. Mary of Namur $2,000 $2,000 $2,000 $2,000
Neely, M. J. & Alice S.
Foundation $2,000 $2,000
Wells Fargo Foundation $2,000
Colonial Country Club Charities $2,000
Corporate Contributors: Atmos, Capital One Bank, Coors Distributing, Dale Operating, Fort Worth Hispanic
Chamber, Fort Worth Transportation Authority, Innovative Transportation, Joe T. Garcia's, La Gran Plaza,
Linebarger Goggan Blair & Sampson LLP, McDonald Sanders, Miller, Oncor, Open Channels, Sealy, Inc., Thos.
S. Byrne, TXU, Wells Doak Engineers, as well as many individuals in the community. In addition, Cassata High
School hosts an annual fundraiser that is underwritten by Joe T. Garcia's and the Lancarte Family.
Government Contracts
In addition to partnering with counselors in local high schools, Cassata works has government contracts with the
following entities: (1) Workforce investment Act (WIA) Program — $190,000 -Through the Workforce Solutions
Board, Cassata reserves 30 slots at the school for young people who are from low income families and need a
high school diploma or a GED (2) Tarrant County Juvenile Services— $84,000-This is a program funded through
the U. S. Department of Labor. Cassata reserves 15 slots for young men and women.
1400 Hemphill Street Fort Worth,TX 76104-4796 (817)926-1745
Fax(817)926-3132 E-Mail sespino@cassatahs.org
CA&SATA
A Private, Non-Traditional School
DONOR NAME 2005-06 2006-07 2007-08 2008-09
The Morris Foundation $121,500 $120,000 $143,863 $120,000
Community Foundation -
McFadden $48,410 $65,539 $69,129 $26,000
Sid W. Richardson Foundation $40,000
Chesapeake Energy (3 year
commitment) $25,000 $25,000 $25,000
XTO Energy 3 year commitment $15,000 $15,000 $15,000
Pate, Serbert L. $10,000 $20,000
Fash Foundation $5,000 $10,000 $19,000
Pan burn Foundation $10,000 $15,000 $15,000
Ran Foundation $10,000 $40,000 $15,000 $40,000
B of A Charitable Trust Deakins,
Katherine $20,000 $15,000 $15,000
Maudi Roe M.T. Investments $8,500 $20,000 $10,000 $20,000
Doskocil, Ben and Mary Frances $500 $10,000
Smallwood Foundation $10,000 $10,000 $5,000
Brown Lupton, T. J. Fdn., Inc $5,000 $5,000 $5,000 $2,500
Community Foundation - Lassiter $5,000 $5,000 $5,000 $1,000
Garvey Texas Foundation Inc. $5,000 $5,000 $5,000
Rotary Club of Fort Worth $2,500 $5,000
O'Re an Family Foundation $5,000
Weaver, The Gil & Dody Fdn.
$3,500 $3,500 $3,500 $3,000
i
1400 Hemphill Street Fort Worth,TX 76104-4796 (817)926-1745
Fax(817)926-3132 E-Mail sespino@cassatahs.org
CA66ATA
Stratification of Students
By Tuition Rate
January 2009
Tuition Paying Students
Monthly Tuition Rate # of Students Normalized Monthly Tuition
$400 13 $5,200
$350 1 350
$300 4 1,200
$250 2 500
$200 9 1,800
$150 4 600
$100 67 6,700
$ 50 1 50
101 $169400
Contract Students
WIA 34
JPD 16
YOES 6
Total Students 157
'a
Cassata 2007-08 Major Donors Amount
The Morris Foundation $143,863
Community Foundation -McFadden $69,129
Sid W. Richardson Foundation $40,000
Chesapeake Energy (3 year
commitment) $25,000
XTO Energy(3 year commitment) $15,000
Pate, Serbert L. $20,000
Fash Foundation $19,000
Pangburn Foundation $15,000
Ryan Foundation $15,000
B of A Charitable Trust Deakins,
Katherine $15,000
Maudi Roe (M.T. Investments) $10,000
Doskocil, Ben and Mary Frances $10,000
Smallwood Foundation $5,000
Brown Lupton, T. J. Fdn., Inc $5,000
Community Foundation - Lassiter $5,000
Garvey Texas Foundation Inc. $5,000
Rotary Club of Fort Worth $5,000
O'Regan Family Foundation $5,000
Weaver, The Gil & Dody Fdn. $3,500
St. Bartholomew Catholic Church $3,000
Junior League of Fort Worth $2,500
Speedway Children's Charities $2,500
Sisters of St. Mary of Namur $2,000
Wells Fargo Foundation $2,000
Corporate Contributors: Atmos, Capital One Bank, Coors Distributing, Dale Operating, Fort Worth
Hispanic Chamber, Fort Worth Transportation Authority, Innovative Transportation, Joe T. Garcia's, La
Gran Plaza, Linebarger Goggan Blair & Sampson LLP, McDonald Sanders, Miller, Oncor, Open
Channels, Sealy, Inc., Thos. S. Byrne, TXU, Wells Doak Engineers, as well as many individuals in the
community. In addition, Cassata High School hosts an annual fundraiser that is underwritten by Joe T.
Garcia's and the Lancarte Family.
Government Contracts
In addition to partnering with counselors in local high schools, Cassata works with the following entities:
(1) Workforce Investment Act (WIA) Program — $190,000 -Through the Workforce Solutions Board,
Cassata reserves 30 slots at the school for young people who are from low income families and need a
high school diploma or a GED (2) Tarrant County Juvenile Services—$84,000 -This is a program funded
through the U. S. Department of Labor. Cassata reserves 15 slots for young men and women.
V UJV U�U I..._".I 111 ly --I IL-.
Proforma Income Statement
For the period 7/1/07 through 6/30/08
7/9/2008
Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual
July August September October November December January February March April May June
2007 2007 2007 2007 2007 2007 2008 2008 2008 2008 2008 2008 TOTAL
Operating Revenue and Donations
Contributions and Donations $2,825.00 $725.00 $3,050.00 $29,875.00 $35,886.28 $135,950.00 $4,867.24 $77,204.00 $55,100.00 $10,750.00 $26,000.00 $1,510.00 $383,742.52
Grants and Other Subsidies $18,927,50 $19,756.63 $15,055.83 $29,275.97 $22,115.79 $21,641.89 $23,413.55 $19,507.37 $19,628.49 $19,867.67 $21,091.53 $20,191.54 $250,473.76
Extra Curricular $0.00 $0.00 $0.00 $991.25 $96.00 $0.00 $0.00 $0.00 $420.00 $25.00 $0.00 $0.00 $1,532.25
Miscellaneous/Other Income $14.44 $18.44 $106.50 $160.77 $91.31 $34.77 $853.33 $49.38 $120.80 $55.16 $71.41 $75.12 $1,651.43
Interest Income-Other $525.79 $422.19 $292.94 $218.42 $178.74 $121.85 $163.50 $332.63 $333.07 $499.11 $503.00 $493.52 $4,084.76
Savings Accounts(Diocesan) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $60,000.00 $60,000.00
Fees,Assessments and Other Charges $41.00 $32.00 $60.00 $359.60 $548.00 $668.85 $112.00 $228.00 $113.00 $298.00 $1,761.50 $8.00 $4,229.95
Tuition $200.00 $11,674.50 $13,159.00 $17,521.00 $13,246.00 $12,905.00 $16,241.00 $17,171.00 $15,525.00 $15,928.00 $13,535.00 $2,040.00 $149,145.50
Registration $150.00 $6,755.00 $575.00 $525.00 $600.00 $150.00 $1,625.00 $1,200.00 $550.00 $1,000.00 $2,150.00 $1,875.00 $17,155.00
Fund Raising Revenues $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $9,100.00 $25,655.00 $2,000.00 $0.00 $0.00 $36,755.00
Total Operating Revenue and Donations $22,683.73 $39,383.76 $32,299.27 $78,927.01 $72,762.12 $171,472.36 $47,275.62 $124,792.38 $117,445.36 $50,422.94 $65,112.44 $86,193.18 $908,770.17
Payroll Costs and Related Benefits
Payroll $43,175.40 $45,591.41 $45,170.22 $45,627.72 $48,211.66 $53,735.53 $45,494.18 $45,324.18 $45,324.18 $45,446.68 $44,725.68 $53,251.68 $561,078.52
Payroll Taxes $3,226.42 $3,394.90 $3,372.89 $3,516.88 $3,581.86 $4,004.44 $3,370.17 $3,357.14 $3,357.15 $3,366.52 $3,311.35 $3,963.59 $41,823.31
Tax Exempt Benefits $14,147.89 $12,694.41 $15,668.37 $14,162.60 $15,395.92 $16,538.22 $15,503.29 $15,062.11 $15,250.47 $14,944.43 $15,049.98 $14,195.95 $178,613.64
Total Costs and Related Benefits $60,549.71 $61,680.72 $64,211.48 $63,307.20 $67,189.44 $74,278.19 $64,367.64 $63,743.43 $63,931.80 $63,757.63 $63,087.01 $71,411.22 $781,515.47
TOTAL REVENUE MINUS PAYROLL COSTS ($37,865.98) ($22,296.96) ($31,912.21) $15,619.81 $5,572.68 $97,194.17 ($17,092.02) $61,048.95 $53,513.56 ($13,334.69) $2,025.43 $14,781.96 $127,254.70
Supplies,Materials,and Contractors
Lease/Rental Expense-Equipment $171.38 $0.00 $0.00 $0.00 $178.05 $0.00 $171.38 $0.00 $0.00 $171.38 $0.00 $0.00 $692.19
Fund Raising Expenses $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $322.01 $736.00 $813.32 $26.98 $0.00 $1,898.31
Promotional Costs $0.00 $0.00 $657.00 $25.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $682.00
Meetings,Boards,Commitees,Etc. $0.00 $19.93 $17.83 $133.19 $132.03 $737.88 $918.48 ($13.91) $288.59 $395.51 $108.89 $271.17 $3,009.59
Computer Related Costs $0.00 $0.00 $0.00 $947.75 $0.00 $0.00 $268.24 $0.00 $0.00 $0.00 $0.00 $0.00 $1,215.99
Insurance Related Costs $0.00 $458.82 $458.82 $472.96 $472.55 $472,55 $472.54 $472.55 $472.55 $472.55 $472.55 $472.55 $5,170.99
Postage and Related $300.00 $117.44 $50.00 $304.88 $0.00 $535.00 $223.71 $329.68 $19.50 $327.81 $30.40 $93.66 $2,332.08
Office Supplies,Printing,&Other $1,592.59 $1,335.28 $1,462.43 $1,831.39 $1,229.61 $1,556.83 $1,673.16 $2,167.80 $1,609.62 $1,283.93 $1,855.13 $1,586.91 $19,184.68
Outside Contractors&Consultants $436.70 $6,735.05 $1,000.07 $2,071.26 $10,150.89 $1,919.09 $3,004.51 $1,782.64 $3,312.91 $1,525.29 $2,358.62 $2,035.90 $36,332.93
Telephone and Communications $281.81 $275.31 $289.58 $286,05 $287.56 $277.95 $280.38 $285.85 $278.65 $283.68 $280.64 $283.66 $3,391.12
Utilities $1,539.52 $1,463.76 $1,757.11 $1,803.22 $1,579.83 $1,280.49 $1,653.05 $1,741.70 $1,444.26 $1,266.26 $1,137.58 $1,494.75 $18,161.53
Vehicle Costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Fees and Miscellaneous Charges $5.00 $7.20 $296.20 $8.40 $8.40 $61.40 $7.60 $9.00 $10.60 $22.60 $63.01 $17.00 $516.41
Local Program Expense $0.00 $0.00 $0.00 $1,137.00 $593.00 $1,598.83 $0.00 $110.00 $764.29 $560.77 $1,224.31 $210.84 $6,199.04
Program Materials and Supplies $0.00 $184.98 $28.93 $0.00 $217.45 $0.00 $274.81 $75.21 $74.99 $391.29 $47.13 $102.11 $1,396.90
Library Costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Testing $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Textbooks and Related $688.50 $1,907.13 $427.96 $3,460.33 $40.00 $0.00 $0.00 $0.00 $280.64 $222.87 $35.00 $0.00 $7,062.43
Refunds,Cash Over/(Short) $0.00 $0.00 $140.00 $25.60 $52.54 $0.00 $771.35 $0.00 $0.00 $492.95 $5.00 $0.00 $1,487.44
Other Assessments $0.00 $0.00 $0.00 $113.48 $113.44 $113.45 $113.44 $113.44 $113.44 $113.44 $113.44 $113.44 $1,021.01
Total Supplies,Materials,and Contractors $5,015.50 $12,504.90 $6,585.93 $12,620.51 $15,055.35 $8,553.47 $9,832.65 $7,395.97 $9,406.04 $8,343.65 $7,758.68 $6,681.99 $109,754.64
EXCESS OF REVENUES OVER EXPENSES ($42,881.48) ($34,801.86) ($38,498.14) $2,999.30 ($9,482.67) $88,640.70 ($26,924.67) $53,652.98 $44,107.52 ($21,678.34) ($5 733.25) $8 099.97 $17 500.06
Changed June to actual.
%,assata Learning center
Proforma Income Statement
For the period 7/1/08 through 6130109
4/1/2009
Actual Actual Actual Actual Actual Actual Actual Actual Actual Budget Budget Budget
July August September October November December January February March April May June
2008 2008 2008 ZOOS 2008 2008 2009 2009 2009 2009 2009 2009 TOTAL
perating Revenue and Donations
Contributions and Donations $3,284.45 $41,625.00 $3,225.00 $28,610.00 $3,010.00 $137,205.72 $6,950.00 $73,341.00 $5,200.00 $10,750.00 $26,000.00 $200.00 $339,401.17
Grants and Other Subsidies $23,988.61 $16,613.17 $14,580.68 $29,619.91 $16,383.05 $30,799.45 $16,253.52 $22,752.50 $23,020,08 $20,416.67 $20,416.67 $20,416.63 $255,260.94
Extra Curricular $0.00 $0.00 $0.00 $1,646.52 $540.00 ($25.00) $60.00 $1,445.00 $170.00 $0.00 $0.00 $0.00 $3,836.52
Miscellaneous/Other Income $32.39 $2.00 $46.99 $79.22 $115.16 $60.84 $66.21 $60.79 $98.22 $30.42 $30.42 $30.38 $653.04
Interest Income-Other $462.95 $421.72 $385.27 $259,41 $193.30 $12.71 $131.21 $155.79 $175.36 $83.36 $83.36 $83.33 $2,447.77
Endowment(CFNT) $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $20,000.00 $20,000.00 $20,000.00 $60,000.00
Fees,Assessments and Other Charges $0.00 $356.00 $87.00 $329.80 $866.50 $1,191.50 $182.00 $314.00 $163.29 $85.84 $410.84 $85.76 $4,072.53
Tuition $457.00 $10,928.00 $17,725.00 $16,362.00 $12,291.20 $12,669.00 $18,093.00 $16,057.00 $14,421.00 $14,000.00 $12,000.00 $1,000.00 $146,003.20
Registration $635,00 $3,250.00 $80500 $550.00 $300.00 $900.00 $2,225.00 $850.00 $625.00 $1,000.00 $2,150.00 $200.00 $13,490.00
Fund Raising Revenues $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $6,000.00 $0.00 $7,400.00 $31,600.00 $0,00 $0.00 $45,000.00
Total Operating Revenue and Donations $28,860.40 $73,195.89 $36,854.94 $77,456.86 $33,699.21 $182,814.22 $49,960.94 $114,976.08 $51,272.95 $97,966.29 $81,091.29 $42.016.10 $870,165.17
ayroll Costs and Related Benefits
Payroll $44,325.66 $47,697.76 $47,531.10 $47,531.10 $50,996.22 $47,531.10 $47,531,10 $47,531.10 $47,531.10 $47,988.59 $47,988.59 $47,988.51 $572,171.93
Payroll Taxes $3,312.09 $3,570,06 $3,557.31 $3,557.30 $3,822.39 $3,557.31 $3,557.31 $3,557.31 $3,557.32 $3,671.13 $3,671.13 $3,671.06 1 $43,061.74
Tax Exempt Benefits $17 122.01 $16 558.40 $13,129.75 $14,287.39 $15,323.80 $15,152.27 $15,722.80 $14,893.80 $15,683.78 $15,490.72 $15,490.72 $15,490.68 1$184,346.12
Total Costs and Related Benefits $64,759.76 $67,826.22 $64,218.16 $65,375.79 $70,142.41 $66,240.68 $66,811.21 $65,982.21 $66,772.20 $67,150.44 $67,150.44 $67,150.27 $799,579.79
OTAL REVENUE MINUS PAYROLL COSTS ($35 899.36) $5 369.67 ($27,363.22) $12,081.07 ($36,443.20) $116,573.54 ($16,850.27) $48,993.87 ($15,499.25) $30,815.85 $13,940.85 ($25,134.17) $70,585.38
uppfies Materials,and Contractors
Lease/Rental Expense-Equipment $171.38 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $175.00 $0.00 $0.00 $346.38
Fund Raising Expenses $0.00 $0.00 $0.00 $0.00 $130.70 $0.00 $0.00 $231.55 $61.50 $1,426.25 $150.00 $0.00 $2,000.00
Promotional Costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $125.00 $125.00 $125.00 $375.00
Meetings,Boards,Commitees,Etc. $0.00 $321.68 $53.02 $65.48 $109.03 $580.09 $64.69 $305.97 $553.88 $108.34 $108.34 $108.27 $2,328.79
Computer Related Costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $32.46 $0.00 $0.00 $0.00 $0.00 $0.00 $32.46
Insurance Related Costs $0.00 $479.73 $479.73 $479.73 $479.73 $479.73 $479.73 $479.73 $479.73 $416.67 $416.67 $416.63 $5,087.81
Postage and Related $8.39 $37.80 $44.66 $60.00 $47.65 $380.00 $100.00 $152.12 $221.48 $141.67 $141.67 $141.63 $1,477.07
Office Supplies,Printing,&Other C $8,842.92 $2,339.28 $2,347.34 $1,942.42 $831.52' $1,818.53 $866.83 $1,748.61 $1,470.90 $1,461.67 $1,461.67 $1,461.80 $26,593.49
Outside Contractors&Consultants $3,453.61 $8,641.96 $2,020.05 $6,057.25 $8,417.21 $3,914.12 $5,046.39 $2,892.32 $2,829.57 $2,204.15 $2,204.15 $2,204.35 $49,885.13
Telephone and Communications $282.02 $317.07 $298.28 $300.17 $297.36 $296.89 $300.54 $300.71 $306.40 $250.00 $250.00 $250.00 $3,449,44
Utilities $1,620.70 $1,379.72 $1,712.77 $1,717.18 $1,778.84 $1,345.64 $1,830.90 $1,487.42 $1,379.53 $1,750.00 $1,750.00 $1,750.00 $19,502.70
Vehicle Costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Fees and Miscellaneous Charges $10.00 $25.20 $284.40 $31.20 $41.30 $65.70 $143.85 $21.68 $48.00 $33.33 $33.33 $33.37 $771.36
Local Program Expense $0.00 $0.00 $610.00 $533.00 $1,333.05 $1,667.24 $0.00 $523.07 $1,118.00 $150.00 $650.00 $150.00 $6,734.36
Program Materials and Supplies $241.49 $321.37 $422.61 $333.78 $210.12 $440.48 $988.28 $475.45 $212.64 $208.33 $208.33 $208.37 $4,271.25
Library Costs $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00
Testing $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0,00 $41.67 $41.67 $41.63 $124.97
Textbooks and Related $39.90 $661.14 $320.79 $0.00 $0.00 $0.00 $1,079.95 $0.00 $0.00 $416.67 $416.67 $416.63 $3,351.75
Refunds,Cash Over/(Short) $171.03 $16.00 $140.00 $41.00 $132.61 $107.17 $525.00 ($208.00) $0.00 $12.50 $12.50 $12.50 $962.31
Other Assessments $0.00 $0.00 $0.00 $120.33 $120.33 $120.33 $120.33 $120.33 $120.33 $100.00 $100.00 $100.00 $1,021.98
Total Supplies,Materials,and Contractors $14,841.44 $14,540.95 $8,733.65 $11,681.54 $13,929.45 $11,165.92 $11,578.95 $8,530.96 $8,801.96 $9,021.25 $8,070.00 $7,420.18 $128,316.25
XCESS OF REVENUES OVER EXPENSES ($50,740.80) ($9,171.28) ($36,096.87) $399.53 ($50,372.65) $105,407.62 ($28,429.22) $40,462.91 ($24,301.21) $21,794.60 $5,870.85 ($32,554.35) ($57,730.87)
Changed March to actual.
Cassata High School — Zip Code Distribution 2007-2008
Zip Code Number Zip Code Number
76110 42 76036 2
76115 20 76063 2
76112 18 76114 2
76105 16 76117 2
76133 15 76126 2
76104 14 76137 2
76134 13 75052 1
76106 11 75115 1
76119 11 76008 1
76103 10 76012 1
76116 8 76013 1
76123 8 76016 1
76111 6 76017 1
76107 5 76018 1
76132 5 76051 1
76140 5 76052 1
76109 4 76053 1
76164 4 76058 1
76028 3 76118 1
76102 3 76148 1
76108 3 76179 1
76120 3 76248 1
76135 3 76262 1
76180 3 76890 1
76002 2
76011 2
76015 2
Our 2007-08 student body came from 51 Zip Codes
June 2008
Previous School Report - 2007-2008 Cassata Student Body
Previous High School # of Students Previous High School # of Students
South Hills 31 Aledo 1
Paschal 21 Azle 1
Polytechnic 19 Birdville 1
Eastern Hills 16 Boswell 1
Nolan Catholic 15 Bowie 1
Crowley 13 Burleson 1
Fort Worth CAN 11 Castleberry 1
Arlington Heights 10 Christian 1
New Lives 9 Colleyville Heritage 1
North Crowley 8 Desoto 1
Everman 8 Devine 1
Dunbar 7 Episcopal School of Dallas 1
Trimble Technical 7 Evangeline Central (LA) 1
Western Hills 6 Excel Honor Academy 1
No H.S. 6 Harvest Christian 1
Carter-Riverside 5 Joshua 1
Southwest 5 L.D. Bell 1
Arlington 3 Lake Worth 1
j Diamond Hill 3 LWMA 1
Mansfield 3 Martin 1
Metro Opportunity 3 North Richland Hills 1
North Side 3 Northwest 1
O.D. Wyatt 3 O'Connor 1
Trinity 3 Opelousas 1
Success 2 Poolville 1
Summit 2 Prince William County 1
Calvary Christian Academy 2 Richland 1
J.J.A.E.P. 2 River Oaks Academy 1
Lamar 2 St. George Catholic 1
Lena Pope 2 Stayton (Oregon) 1
Turning Point 2 Summit Academy 1
Temple Christian 1
Texas Can Academy 1
Theresa B. Lee 1
Venus 1
Vernon 1
Woodlawn 1
Woodville 1
270 students served from a total of 68 schools
June 2008
F— Certificate of Coverage Date:5/13/2008
—ertificate Holder This Certificate is issued as a matter of in a n
Most Reverend Joseph P Delaney,D.D.,Bishop of the confers no rights upon the holder of this c rt a c fi ate
Roman Catholic Diocese of Fort Worth and His Successors does not amend,extend or alter the covers
in Office, Catholic Center
800 West Loop,820 South Company Affording Coverage
Fort Worth,TX 76108 THE CATHOLIC MUTUAL RELIEF SOCIETY
10843 OLD MILL RD
Covered Location OMAHA, NE 68154
Cassata Learning Center
1400 Hemphill
Fort Worth,TX 76104
Coverages
This is to certify that the coverages listed below have been issued to the certificate holder named above for the certificate
indicated,notwithstanding any requirement,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 is subject to.all the terms,exclusions and
conditions of such coverage.Limits shown may have been reduced by paid claims.
Type of Coverage Certificate Number Coverage Effective Coverage Expiration Limits
Date Date
Property
Real&Personal Property
General Liability General Aggregate 3,000,000
Products-Comp/OP Agg
�✓ Occurrence Personal&Adv Injury
® Claims Made 8587 7/1/2008 7/1/2009 Each Occurrence 500,000
Fire Damage(Any one fire)
Med Exp(Any one person)
Excess Liability
85.87 7/l/2008 7/l/2009 Each Occurrence 500,000
Other
Employee Dishonesty 8587 7/l/2008 7/1/2009 Each Occurrence 100,000
Description of Operations/Locations/Vehicles/Special Items
Proof of coverage for Cassata Learning Center,for the term of the certificate.
Holder of Certificate Cancellation
Should any of the above described coverages be cancelled
Tarrant County Workforce Development Board before the expiration date thereof,the issuing company will
Tarr Scott Avenue Suite 400 endeavor to mail days written notice to the holder of
F ']North,Avenue,
ue,S certificate named to the left,but failure to mail such notice shall
3 impose no obligation or liability of any kind upon the company,
its agents or representatives.
Authorized Representative
0271000102 (�
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.
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
YCnization itself for claims that do not involve bodily injury or property damage(these are covered under the CGL
Y)
COST INCURRED
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
r^ orting to ensure a program's performance can be adequately evaluated. The CCPD Board
/or scoring committee may request modifications or additions to the outcome measures as
a condition of award.
18
Cassata's
Organizational Chart
Donald P.Miller
Superintendent of Schools
Catholic Diocese of Fort Worth
Board of Directors
Cassata High School
Nancy Martin Salvador
al a r.Espinof
Principal President
Bruce Smith x Angela Fowler Susan Flood
Assistant to the Principal Counselor Development
TCJP Program Coordinator WIA Program Coordinator Coordinator
Rosanna Busta-
mante
Kelly Dannelley ,. Receptionist)
Technology Director l 7 Teachers 1 WIA
Teacher Support .
Patricia Schmidt
Office Manager
, .K max. ,a. l Cserdis Anderson
l Rosanna Bustamante Administrative Assistant
F Rec tionist t Custodial Staff
i t is Attendance ..,. .
The positions that will interface most directly with the Workforce Solutions Board are the
President position and the Counselor Position currently occupied by Ms. Fowler who acts
as the WIA Program Coordinator. Ms. Fowler also oversees the WIA Support Intern. The
students in the program will work most closely with the counselors, the principal, the teach-
ers, and the attendance clerk.
1
`OR.'F WOR.THIE. 468 CATHOLIC)CHURCH WTHE'U.S.--
offiae@etthomaspildtpofnt.org. Web: 4040 York Ave., 70809. Tel: 940-696-1258; Fax: Barry,Gerald
hamaep�otpointorg. 940.899.1216.Email:olgp@w£net.Si'eb:olgpwf;org, Bell,James
Or l2teligiaus Program•--400.•E. Gibbons, CatechesislReligious' Pruoam—Fee: 940-696- Benoit,Roland'
•7l 1s 940-686-2860. Students 260, 1268. Students 186i t Beversp Eddie-
QDAw,_.,.IIARDtlnfati`CO.,••ST••:MARY (1914) [JO) "AMD IiEARP (1891) [JC1 Rave. Hoa]lghyan; Belle;Larry ,
Attended by,holy Family,-Vernon•Rev.Oren W. Raymond McDaniel, . . &nlf,William ,
Key,Sd, Mailing Address:•1604 Tenth St., 76801. Tel: Bowden;Edgar.
2200 Roberts,P.O.Box 1877;Vernon,76884.Tel: 940-72"M;Fax:940-767.0160.: Brdssleri Patrick• i
• 940.652•2895}Fax:940.662-6,084. 4'atecheais/Religioua Programs-Students 281:• Brooke,Gary
RAxORY,XWZANP,Cgv.ST.MTA(1919) V. Eyle Affssion Immaculate Concept-ion of'.Mary[CEDi1 Burke,Patrick
Walterucheid;•Daaoon!Rn6en Castansda,Pastoral [JC1 2901 Barnett Rd., yYicbIta Co. 783E0. Tel: Camargo,Mows
Admin; 940=892.1825.Rev Louis•PhaM.$a. .+..Oeaias;Arturo 4
Ilea,;nos li)aekwell St f,78470-'1eI.:264.847-8167; W=Tioisr,ARMEM CO.,Sx•MaY.(1892) [GEM] Castaneda,Ruben
Farq w4.647-814T.•Enjatl;rubenlftlasslenet,net. .Rev.David Kraeger,T.O.I?. , Castellon,Damned
RHit•�tAxD,INOX CO.,Sn JOSEPA(1895)[MMI Rev. Res.:P.O.Box 280,76889.7bb 940.428.8687•Fax: Castleberry Charles
:moo Schlosmeri t#Ii•M.;Deacon Ben l(asquez:• c 9¢0:428 St357:Rmail:windsc9t0c9moell,net.s4 Z Cmidi,R.ubea
Rae 10180 OR titl10,Munday,76971.TeI:840.422- wivt&sbbo�iface.com.-. Detwiler,•Russell
.4994;Fax:94"22-4994.. +. CatechesislReligious,j'rogram.-•-Students 830.: Escamflle Juan
Ca#echeatslllp lguq Program-4tudogts 119, :... , RscUach-*Aank "•
SC nAND,AACHER CO.,'UT.$ONUFACS(19],l).[013D41 Falbo 7bnq
Attended by St. Wpy,W3ndtharst2 Rsvt I)rLvld O talsla[n of Public lnstttutioas Nes,Oax oa
Kraoger,T.O.R Four Nq*,.Xe'dergT 3f`edical Center 7619B,Rave. g��,Jim
'leL, $40.4;3;6887; I'em 940.428-665% Rysall: ,•Ylgcent Inprme(1i,M,B P,Ki"Aaf Bauta(HO'K Galbraith,Jiro
windsco*ooineellmst.Welr wwwst-bonithce.org. 133mi'oN.State Sehod,1216 E.Elm SL,.76201.V: I
SEYM UP,$AYLOR CO.,SncnsD H U4r(1910).[C1;.MJ .;817.-987-1765•Deacon•E�311D(Popp)Gonzalez. G��p Ip •':+� •• ,i
GAWZSV=3.4L•xas Youth CowdcaL Iuth Facility,805 Germann,Joe
])eacan dint Nlorak.„ .•.. .. t
Sacred:heart Pastoral Center Q8)l.Cedar St, : Nc Weavar,76WD.•Tel!817-685.2418,Rev,Ja
mes Giovannitti,.Thomas
76880.7k1=940.889-5252;Fr;y,:940889-2186.�afl: aberidsu,.O.S.Au, GonzalDz,'Adolfo
st islReltgiousProgmm-Studeents fib:,. WICEaTA FALLS,State Hosp#a1,Tel:817-728-411L-Rev Gonzalez,Emilio
ixBPitsxvtLtB,'Ewirtt t o";Sr.BltstiDA (1958),Rev Af&n Donlon,B A G.. Greens,'Clifforrl'. ,
Philip McNamara,SAG;Desrnna SYilllaul Ba16 Griogo,R0,ard
Jao, fRami ORevs-4µtsidatl,el)iocese} :GuzmaGutblern,John + •t i
I • 14 rDn Ave,,�76�01.,'1bS: team,Ogdensburg,N3�. �: Harvey,Jim •. :t :+•.:. t
264 965 6688. ,
CatechssistReligioua Progr»�-5tadants W. Time r,Uobert,Re&dencia'ds Axzabispado,CasUla Ire+"Ham':
>'�t�umt,PAro Ptxsp Co.,b`raJcam UM)Attended 26,Santa Cruz, 1}oltvirt. .Hermann,DeanA -
by St.Pita.Rev.Ity1e Weltemcheid;Deenn Ruben Hoadg,Dominie
Castenedg,PastoralAdmin., Graduate$ludiea Huerta Laura
'
Huerta,Lauro
Reis.: 1109 Blackwell Rd.; Ranger, Y$47,t1. jai: 12pv; Kerrigan,John ;. •. . ,,
254 647$187. ; Oinzoo;Isaac Krampp,.lU' ebael
�E,Ctstovx,DENTON Co.,HOLY Oaoss >Rev.d. '
" '�" �.• Lsbiarre,'Rap'mond•-k-
Aitebael Holmberg Oa Leave of oa'' Laramor4 Robert
Church- 7000 Morning.Star,•P.O.:Box-5�0366, g�ysrr. . •. 'i, iSazqu�•�rla `�
75056.�T; 72 6�6 6262�Farr 972-870.5w. �Ai emme(s,John
Catechesisl ell'gfous Progixrm=Stade�§. . ••'; 11io�ea,C�zelo.r Maskow,Kurt Y
1ltiCOauomar,`iYiRdCtQa0R76 t'CU.,:SM PAfftieto McAlister,Craig
•(19 losed For inquiries for Parlsh ieWds � �s ,
*DeiAoit,John
Melandez,Carlos _t
clai a cl,rit}cery.' PAY.3bi;.�. „ Miller,Wiest
� s�i�v Coop Co., 8r. Jotlx (1940) ITC) ftg��
ax01F,�ti�ARo St.,
lloi,Y",Tel:9 (-726- I2C RsS umachars JosephA :' ''• Mo m Mi heel
Ores W,gay,f3;J Beaumontt Richard,6240 Horton Circle,Apt D, Wnthil.Robert' ,"•'•'
2200 Roberts;Y�?.Sox 1877,78884;T91 940562 76i88. ,. .: Novak,Jiro' i I
2895;Fax:Q�0 562 gp84:',
Blank,Severfus,1022 Sherkba:St,Burkburnett, Ono Jose
CafeLheats/itsli iousl'rograhi=lbl:-940,558,1680. 78$64,. a, Paelsard,llussoll 1
Students 90. Zoonay, Gerald, do 1824 Clark Rd., Crowleyi Paws,Manuel ,;'• 3
PEA YtD,PAttE�R CO.,ST,5"r P1tGiJ(I. ]1 76036.9714. • • Perez,Anastasia j
Ja�y,•S.&A,I ass Carlos Fitas. �Ser;George,P•O.Hox•iD1148,76186. Perez Julid' " 4
Mafling'Addra4: P,O: Boa.11A 76086. Web- Edwards,Dale Pggle
www.es-ce,orgt' 'Magaldi,Philip,80 Peter Baque Ad.;San Antonio, Pbth,�Lowia J. }
OM&.1802 Mthel-Rd.,$6086.714,817-11"45w; 78209. • • . ' Reyes'.Juan
Fax:817-018-0808. '' ' MilletyJahies,St:Fi ncis Village,•184 St Anthony Salva,'Hector '
Dr.,Crowley,760S8. Sanchez,Leonard 'Res.:1esls 11 thet ua Pi grai Tel 817.696 B 86.. •Miranda, Luke 8240 Daniels A t,•101,•Dallds, .•Sereai
Catebhesie/Relrgious Pi•ggraix--•$t[idepta 661.:`•' P 1,Benito •• '`••'
110&rA FALW WiOHrrA.CO. .' •:76206. •.•,, .. Stapdridge,Joe `-
-0&L(DY`Or•GU4u%LuPs'(1927)[JCJ Ray.Abn O%ole,James,•.c/0 The Catholic Oeater,•800 W. Stglak,Dick
Robert$tieldon;Ddacon AnssEasio"Perez. LoSp 820 S.,76108. Stuart,Robert
421 Ahai ni,76301.Rb1:.94D 768-2786;Fdz:940- Perez, Salvador, Calls 22 d678, N.con Avenida nbr g oo
766.06Z:13btai1 g$uadelupativfC4abcglobalaet:�1jeb: `Ouetxeto;Torreon,Cash 270M l►leavco. Vasqu0sI Batt
wwwguadalupawLozg , ' Warner,Don
Pariah wallr4bl:1140-82"143. ' ', Petmsnept Deacons: Vyeaver;i cnnie,Jr.
�atdc7iaalallteliglouePmghtin—Studenta'251. "Anld4,CldWoco , Webb,Philip' '
-0uR LADY$u sH OF PEAd(19581 JJC)'Rev,Jahn Arndt,Richard Wolf,George
Swistovicb;Deacari Larry W.'Bi11s. As sere,Robald` Wuenchel,IkUglaa'
INSTITUTIONS LOCATED IIK TAE DIUCESE
;r
[A]COLLEGES Bs.UNIVTRSITTES, Fax:940-692-2811.Email:NDfb1b42sc9.lret.Web: IN: 940-881-1166; T= 040.091-1837. Emall:
:r WORTH.The College of&. Thomad bforti,8020 www.notredamecatholic.org:ISr.Bqb BMW Prin. exhacl@runboz cam Web: �
Lubbock St.,76109•Tali-817-928 8469;Rax all- Lay Teachers 17;Students 103 i v wwwxatholiewhooldeutomoM Me. Blaine Mad, y 1
924-Me. Email:° sk lrk4ksktm. Web: Prin;h6s.Rebeeca"BevDacqua,Library Mgr..Lay
,3Wwcstm.cdu.",Piiszt8 1;Fa)lowe 8; MG
Imy TeacUare 101 B[SCHOOLS,PAROCHIAL Teachers 26;Students 276
a;'S#udente go.- <' Aftrim it.Sdered'fftff School,(Grades-Pr'eK 32), GRApgW,•Holy 2Rnffy' Cathblic•Schiiol; (Grades a:
158�,R Sixth,.Box 688,76252,Tah W-7692511; 'Pre" $760'William D.Tots'Ave.,76051,Tel:
[D)-HIGH SCHOOLS,DIOCESAN Fax:'940=759.4422.•Email: prindpalshstdittin net. 817-422-SD00; Fax: 817.421AA68.`•
r Wotrrtt,Cassata Hkh School(Coed Secondary)., Web:, wwwxacrecUuwtschoolmumstar..coed.: 'M bknappeekQholytcs.org. Web: www ho Sr, `
1400 Hemphill-Bt.,7 104 4798.Tbi:817-926.1746; Chad Riley, Priri•; Ms. Dolores Haibauer, Berdii e•Kn9)tek;S.S 11i1Q., Prim.;• Mrs:Andrea
Fax 817-9263132.Email:nmarti v@eassatahs.org, Librarian. Sisters 2;Lay Teeschera 26; Students Voiding Asst. Prin• 1Ss. hiarianae Lippert {,
Web: wvrwcas§ata.us. Mr Bill Iierdisty Prin.; 280, Librarian. Sisters'1;`Lay Tbaeheri 84a St onto Y
Haney F.Kartin,•Librarian.7bachers 7,Students *Saei td Heart.2bachers 2 ust Fund 478. -
zea' ' ''" WtCHITA FAtaA.Notre llashe Ettmen School,4080
slam Catholic High School,.(Grades 7-12),.(CoeA [D1 ELEMENTARY AND SECONDARY sw
4.501 ^'dge.St;76108.Tel: 817.457.2920.Fax: SCHOOLS PAROCHL4i, - York Ave: 76809.TbI:940.696-1011,Fax:940.691-
517 �776.Bmall:shine0nolancetholl&.org. ARLNGmx. Holy -Rosary Cathollo e5chool,,(Qrades Cindy6918.' Web, aweaj Fxin.;acatholiF.org. Dore.
Cindy Huckal,ea Psin.; S Prosser,
Wei rw:n jbf., tholtc Step Rev. Lawrence 817-41), 2015$,W,,prean Oaks$lvd.,76017:TaI: LiMwiart, Statgra'2,.Lay Tbache e2; Students
Doers ,•a4 Di., Pt es.; Stephen,Hiner,:Prin. 817 419 6800; Fax: • 817-419.7080, Lmail lag.
Society of Priests 2;Sisters 2,Brothers 4; hoLv_,wsaryQhotmaiLcom. Web: www.hro lxxom.
Lay'11•.achors 80;Students.1,095. Mr.iAr+6 L.Pay,Prin.TbW Staff 37;.Students [E]BLEBWNTARY 80HOOLS,•PRIVATE
olan•School.YTust•. 470. Foxr WolriYi,par r of VPcGory Bkmerttary 3920.
HTA:FALu. Notre Dram Mtddlis•H4gh Schad, Dmm*.- Immoculam'Conception Catholic School, Hemphill-St.,781i0.Tel:81'1-_mgk m28;M.617-
?821 Lansing Blvd., 70800. Tel: 940.692.8041; (Grades PnK-8), 2301 Ni.Bonnie Brae; 76207, 928-9621. Email: tmMerQolvftcom. ..:Web:
lit11.
QT WORTH(FWT) 466 CATHOLIC CHURCH IN THE U.S. `
- f
Tb1; 940-387.6228. Email: &Atme 44WRT WOLF, Unl ty of North Teaas�Tertae Hospfial ChapWnoyHr, 79RseA NAsons,83 bar,; 3 I
stet nton.org; his. Mtxt ROOM Dar, Case t7 mWe•Unlvgrai 18;03 Fettle•Dr;);�,entan, Rev.GroRGE THENNAnv.,T.Q.R. s,
Coo re; Ma. DsNIEE SNMER; it; JOIBetI I•TeL 940-56"0041 Us.ItAia m Scxurmr, LAW Mtnfat*y Y)eacon Leo vm 19,u am. # I
Dtm ds.Am Alexia CaAmaLEB. UTA,1010 Benge St.,Arlington,•78018.Tel:817- Affesion Outreach-Me.HILDA FLOM.
mce aE Administrative -Beretces--Mr.• Pom •° 460-11M. Miscellaneous- s
FLYNN. Cathollo Schools Department--Mr,DONALD] UISR. Coordinator of Council Deuelopmea-Mr. Jox '
'naneial Services-Wr,PMER M YIR Mr.MALCOLM Catholic Schools-Mr, DONALD MILLER, Supt. RODRIGUE& �
GORRI%Mo.CAROLYNJONW. Schools; Dr. MOLLY HELULx:GRN, Assoc- Supt, Delegate for Hispanic Mlnlstry-Mr, ANDRES �}
;%struction-Mr,GARY FUGOSSO. Schools, ARANDA.
!aims and Risk Management • Catholic Marketing-Me.Tm!�SCRoss. Society for the Propagation of the Falth--Rev.
Afatual--Mr,M)y HAzL SxexNO.r. School Nurse8-1i8,NANCY EDER, ROBMT W.Wnzw. F
ewardshlp and Development-Ms. PATAIOL4 School Athletics-Ma.AficHEEu Qumm ScouUng--Ray.ANH TRAx,The Catholic Center,800
MILLER. Communications Department--Air.PAT SvAmu. W.f oop 820 S.,Fort Worth,76108.Tkl:817-560.
nmeferies-=Mr.-MAL=M GORRIE. 3800.
Communications-Mr,PATSvactxA.
whstkal Deparfpk*- �LVw PoxuaS. Internet Seruicea Air.CHEM XASTMR. Clergy and Religious Personnel Se Wwo-Very Rev.
3ult Cateches -Mt:YktdAS Pott[cE. Newspaper-- 'North Taxes Catholic' Mr, J's[rn MICHAEL F.OrSON,
priests Cam Fund-%i-;f Reif;IACHARL F.OLSON
zrteily Life D0z}%wri'icIIARO SxarAx;Ms.SUZANxA HRHSLBY; Ms. MARY MAxtIN, MA;; Ms. NIctu Continuing Pastoral.•Formation-Rev, Jown
ORDONSb. -x,:•I' •. PRRVOV.' PEMBERTON.
htldreys`Gatcch?4is-5r.YOLADm cam 8 t3.AiN- Human Resources and Personr;ei Department--Mr• cathoilf Women,Council o-Rov:IVOR KOCH,Sacred
ursillo CenterrRev,'FRMCIS._x I%'EM01mem, MARKSIMROTH. p
O.F.M.Cap,Iblr 817,02-1 9411; ' 817-8248626. Perapnn--Mr.MARK SDIEROM. Heart Parish,HtQ4 loth St.,Wichita Falls,76801. 1
Email:cursiltocntt0aot'com. 'lb):817-728.5288, 1
Re-Ats--Ma.SHARON FOLDER I
�he of CA- Ingtitute VACANT. Office of Child .& Youth Protection--Ma. Rum Campaign Flvmari Debelopmen!-Deacon LEovAxO 1}
peci);ife I5s'.I,IJGAs POLLTOE, SMrrH, �:CHEZ,
,uth & Young Adult' Xfinistr and CarrpuA Ecumenism, OJflcs of Rev Aisgr. CHARLES SING,
Ministry.--Mr•.RuviN PREvou; r.ELvotA AfATA, LUwv Dwartment-Deacon Do.I WARNER, Immaculate Conception Church, 1216 N. Elm,
M,CJS.P,; Rea CHARLEB CAtr RMIc, TCtJ a C*mmunity and 1a l Services-Deacon I803TAxD Denton,76201.Tah 840.566.1770,
Catholic Campus Ministry, RO. Box 297810, B,1hgtleu" ` ' ;1 St. Wrneent de Paul Soclefy-Mr. RALPH E.HAssSL,
Fort Worth,76120,Tek 81.7-257.7880;Ms.DEBRA Peace and.I'usttce-Dearor[LEONARD SANOM 8005 Phoenix Dr., Fort Worth, 76116,7b1: 817-
NEELY,Catholic Campus Center,8410 W.Loub Afulticulupuz „Mheisdiea-Sr. ELVIRA MATA, 244-4624.
Rodriguez Dr., Wichita Falls, 7630E Tel: W- M:C.D.P. holy Childhood Asewlatlan Mn D-ALD Mu-R,
692-9778. Email: neelydebOyahoo.eam; Ms. Deaf Ministry-Me.MARY CINATI„ Supt.Schools. si
CLERGY,PARISHES,MISSIONS AND PAROCHIAL SCHOOLS
CITY OF FORT WORTS �t €
nxRaNr COMM) lal eligfnusprogran}_TeI:817.928.8582, 2184;Fare 813-824-9688.
Slude is 1;470, CateohesisJReligiaus Program-Students 825. ,
rST.PATRiCR CATiREDRAL(1870)Rev.Aiagr.Hubert 10-ST JOHM THB AFOstxa(North Rirhl
Ti d lls) Mission Holy Trinity 800 High Crest Dr,.Azle,
Neu;Rev Antony Mathew,T.O.R. (196Q Revs.Karl Sehilken;Richard Col lnp; Tarrant Co.76020.Tel:817-444-8063;Fax:817-444- �J
1206 Tbrockmorton St,76102,lb1:'817432 491b; 7341 Glenview Dr,76180..%-$17-28¢4831;I?sa 2217.Email:ho tylf¢prodigpnet. 11
Fear 817-888.1988.Email:stpatrickUftbcglobal net. 817-294-1129. �. 20--ST. TtRoW SORE, Closed.-For Inquiries,fbr
CatechesislRellglous Program-Tel:817-838.4441. School-7421 Glenview Da,161.80.;Ill;.817-284- parish records'contact the cbencory.
Students 367. t:2228;Fax:807 264-1800.Cynthia.Cummin's,;:'rin.
-ALL 3AINm(1902)Rev.Stephen Jasso,TAR: Lay Teachers 29,Student's 329. I OUTSIDE THE CITY FORT WORTS k
214 N.W,20th St.,78104.Tel-,817-6264056r Fax: Catechesk/RdWousProgram-Too,811-5$0.09:15. ABBOT,, 11" Co Iy� pl;.mgy
817-626-3050. . •. ` r.i: Students 80, ..i . (1946)(OI4Adi Rev.Baby George.
Scho011 -2006 N.Houston St.,76184.Tel:817-62$- 11-ST.MARY OF THE ASS[m MON(1809T R�ir�D�ofd 80I W.Houston St,76821.RkL•254.682.8082;Fax:
287` 817-824-1221.ZX isr Rodriguez,Prin. Bristow, . . . . 601IV.2 oust
Lay: ers 11;Student's•166. 508 W ASagnolla Ave., 78104.71 T''9I7-92S Y811; - CateeheslalRellgious program-43tudents A0.
Cate ors/Religious Progr¢r't�:2011 Hairston St., Far: 817.928-0769. Ttma11: AtBAN$SHACRF,LFOIt4 CO,JE5U9 of IZAZAREra(1970).
76164. Tbh 817 626-1711; Furl:'817 74Q-9176, I'- stmerys0w0catholieweb,com. Web:•straaryafLw- Rev,Aloysius Muthaya,SAC.
Students'686.• eatholio corn.. In Res.,Revs. George•Thennattil, CatechesislMliglous Pmgram-Students 27-
ft ANORmy (1953) ReVs. Warren L,;.,.Wrphy, T.O.R.;Kyle Wallerschefd:. - .,Aixw,PATdoR Co, HoLY REDBEmm PelUSIi Rev
T,O,R.;Thomas Stabile,T.O.R.;Carl Szura.IiiHiCt 6 CatechesietReltgiou,Program--Students760: Robert W. Wilson; Us, Judie Wvoan ,.Pastprel
Revs.Theodore J.Bradower,T.O.R.;Gerald(cordon, 12--OUR T=OF FATMA Rev.•-Mark Huynh Thanh Assoc. ;'
T.O.R. Nguyen,C.M.G. MWHngAddress:EO.Box.560,760W.Tel:817441-
Res.; 46.Chelsea Dr., 76184. Ter-' 817.927-MOS; Mailing Addreasr 5109 E.Lancaster Av6.,M12, 8600•. Email: holyredeomerepc@aol.com..Web:
Faro 817-927.8607.Wabi wwcvstan&.ewce:org. :Tel: 817-440.4196. '• Enriall: HolyRodeemarEPC.org:
Church:$717 Stadium Dr.,76fO9,', , ; • ourladyoffatima@sbeglobaLno$.Wob:nhathofatima- CatecheslslReligious Program-Students 207'
School_-St.Andrew Catholic School,8304 Dryden cam. ARt mWoa,?'ARRANT CM- • . '•
Rd., 76109.Tel:817-924 8917, Clarice Peninger, 13--•OM LADY of GUADALUPE (1977), (Hispanic), 1--CWJWH OF 3x,MAEY THE VIRGIN(1994)Rai.Allan
krrin Lay,Tbaclxars,d2;Stpdonts 71G. Rgvs.,Ignasut C;zur,O.F.KC�ap:emu*(`xprceg, .•�.R.G.Hawkins.,..
GatecheststReTlg7ous Pmgram-Students 40I. 01&i Cali.;Sabina EM,O.6 M. AV- 1408 N.Davis Dr.,76012.'Ibl:$17-460 227$Fax:
-ST.BARDIOLOMW(1909)Bro. Paul McMullen, 4100 Blue Mound Rd.,76100.Tel;817-828.7421• 817 277-9927.)?mafl:stmaryarl@*abcglc,W net.
T;O,R., Pastoral'Admin.; Deacons'Gary Brooks; Vex: 817-626.446L In Res., Rev..FmWs X C�bechcarslReligiotcsProgram-:Student's89.
hfetival Persda:In Rea,Rev.Raphael Ehgla,T.Q.R. Fernandez,O P M.Cap. °. ► 2-�CH OF THs VISI2tAasESE AfARTYRs(2000)Rev.
Res.: 3601 Altamesa Blvd., 76188. Tef; 813-292• Catgehesis/ReligrousProgrbm-ib1:817.624-8240. Philip'M:'Binh1ran,C,ALO,Parochial-Vidar.
7703; Faa: 817-292-2668.•; Email: _.".student&1,403. ;,,• 80l $. R4ay8old.Rd t 76014. Tel. 817 48B•0800.
atlraxts4Aatbartsfw.org.Web,www,stbRrW.org.• 1"UR MOTHER OF MERCY(1929),AAMcau Amen- ^• ;vpgxtd*400,corn Web,www,etldvn.00m.
CatecheblelRdWous m-Students 861. eaa),Rev.Jerome LeDoux,S.V.D. .,. . 's(1,988�jleacon''D an'A:FI@rvlann,
-CHRtsr 7HE.KING Rev: Martin Tran Van'Ban, 1007 R.3brrellAve,,76104-8788.Rbl:817-885-1696. Pasto Adbdm'
Q'hco. M. School--(Grades-K 12)n• 1003 E. Terrell Ave., ()ffice:'i927 SX Gr'?An Oaks Blvd;,76411-2734.
1112 Eagle Dr., 76111. Tel: 817-831-7200; Fax: 761044799.•Tblr 817,088 2880;Fax)817-888-4227. T sh 817-4724181; Fax: 817-467-9319. Email:
817-881-1200.Email:qumnmarla-ROQO@ypboo.com Dr.Carolyn Yusuf,Prin.Lay Teachers 8;Students dbermannftyge88.org.Web:www.sVge.org. 1,
-- t.GFABOE(1041)Rev,Daniel Iiellay.• 86. .•,• CawJttsis/Religiom Program--Students 812.
826;,.Karnes, 78111. Tel;'817 881-4404; Fax: i6-Sr..Ppvl 11954 I it)96x orth,T, }Pigginton; 4--8•j;MARIA GoRRM(1941)Revs.James GigHotti,
817-834-0121. ).Deacon Ron Aziere.• T O.R x iehaet iskl,T,Q.R.
School-824Hud&s$t;78111.•Tel,-817-222-1221; NO8BlaekOakl,i.,76114.111L-817r788;9$SfiiF� Rgs. I2U0 S.Davis Dr.,76018.qm:ell-274;b848;
1.
Fax;8174M"424.Email:princlpalsgcharter:not, 817-73$8¢�$. Fax:8,-277.410% '
Olga F4=1s,Pin.Ray Teachers 13;Students`206. Church:6608-B Black Oak In.,76f14. Scha -Ibh$17 276-5081,Mary Ellen Doshocil,
CatechestalRelW us Program-3bL•817.831.4404. Cates"1611wiglous Program--Studente2401 Prin. h26;8tuderiy 418.
students 810. 16?ST.PRTHRAPOMIX(1952)VaryR@vAltehaal Caaob"1sRigs F
Pragram=•Teh 817-274.0643,
-HOLY FAMILY (>942) Rev.,,..josaph Pemberton; F.,Qlson;Rev_James Pemberton;Deacon Patrick Fjit 22$:`Sludei}te'271.
Deacons Joseph L.Td Wgan Jr.;Tyffchael,Mocek. Br@sler, ¢ .&A cY'(1964)ltavtl.Hectbr Medina•James
61.50 Pershing Ave.,78197.Tel:817,787.6768;Fax,: Office:1201 S.Cherrylri.,763.06.1b1:817-24(-3622. PembertomJ•ackAREb4;JdnathartWallis,Deacons
8>7-78 T48 8. Email: School Tel:817-248 2032,Fax:M7-246-9688.Sis, Fduardo C6kia;Benito Seranil. M1
pastoralofficeeholyf`amilyfw,org„ ii'eb: Erin Vader,Prin.Ley.llepJw-16;.5)atdopts.leg. 2021 Nevi}-York Ave.;76010-6097. Tel •817-860- ;
wwwboiyf org.. OateeheaisJReltgious Pro?rai Atudents 313. WO,Fart 817'477-716$
School-JeL 37 4201.Dr.John 8hrepe,Prin. 17--&.RITA(1910).Roy Richard Flmies. Cateeheslsl,Rehi 4us Progr&rn-Studentd 1,068.
Lap Teachers 18;Students 210. 5666 E.Lancaster,76112.Teh 817-0f-=0 gj Fax. '6:-Mm BLussED S&ORAL a3rt(1978)'I2ev Joseph S.
CatechW41Religious Prograin=Students 262. 817-4619421, • '8eantlin;Deaeoi Jfin BIackmore.
.AOLY NAME b1i JESW(1952)Reis.RodAgo Set- 'School-712 Weiler' Blvd., 78112. Tbh 817 46I• 2100 VT.Davie Dr.,'76012,W:817 480 2751;Fax.
ran9383; Charlene flymal, Prin. Lay Tbaghera 17; 817-00-2761.Web:mostblessedsacrament org.
28: qua L.,76105.761:817.536;9604. Students M.. C4fmfies1s1Religfdris Program-Students'412.
Cats blReligurusPrognrm-Tb1:819=535.8495. CatechesislReligiDds Program=Students 290. 7�i•.VINCENT DWPAUL(1976)Rem Thomas Craig;
Students 780. 18-•SAN MATEO(1839)Rev.RobertStrfttmatter, Deacon ChaAsa C&stlebkV..
IMMAOULAT$MART o8 MARY(1901)Revs,Antonio MaflingAddress:c/o 1206 ThrmItmortod St.,76102. -- 6819 W.Pleasant Ridge Rd 76016.Tel,817-478-
Bandres 0Y.M.Cjp. Jesse'Terre, OXKCap.; Office:2909 Photo Ave.,76107.Tab 817-737.5470. -82ft Fax:817-478-8518.Emafl:svdpcc@svdpee.org.
Greg Golwachea,O '
,M.' GatecheatalReliglous Program-Studenta 211 GatsehasistReligiaus Program-Fax: 817.478- j
Mailing Addrdss:,201 Thornhill-Dr., 76116. Tel: JD--St•.THowAs(1987)Rev.Salvator Stefula,T.O.R- 8513:Students I'M.
817-928.8823;Fax:817928.6528. 2920 Azle Ave.,Forth Worth,78186,Tel:817.624- Bsmim,.TARRANT Co.,ft MICI ABL (1977) Revs.
IZ� Is
i
465 ►. , .
> J#geese of Fort Worth
{A�aor+bArssia•>r6rth�stai4l �
&TABLUM AUGUST 09,.19e9.
_ •BQPeire DStIes 23,9�ib.
DXost Rev@rertd I i s Comprises the�blloun tiuenty sigh"t Calcntles in the j
REVIN W.VANN StateofTl xas;tlrehe:�ayylnr)BoagUs CIOy,Combnehe,
Cookee,,�Denton, Rastfana, irate Ifoard, Herdsman,
ishop of Fort Worth, ordaialad. May 80 1981; Hi11 Hood Jack,.Io AW%16 Knox Montague Palo Pinto i
pp�ted Coadjutor Blahop of Fort Worth bay 17, EL y'L C 1(i Parer:Shaeklofordr Stephens, Somsrue'fb ttrrrant,
3b6 tucoeeded JnIY 78a Z006;ordained J I8,2006. �;i ° ter Throe mOrior,Wichreq ii7lLarger,iFlse and young.
70>k'ese T.00p 8E0 ort•Worth,27I7BI �,~`�'�; .
ccrc;a`' For at titles of partakes and jkMan ksatjtutivne,
mna the chancey of/tot..
the Catholfo Canter 80D bleat I oop SFO 13 Fort Werth,
2Z 76108.Tel:817,460;8800i Pam 817•-2U-8889.
1Wb:'•www.ftadioCorg
•1 .. , )Si
STATISTICAL OVERVMW '
'er""al Complate�v vacant. _ 1 'High Scllool Students. 7,6W
Bishop........ ....... 1 Biissiodt:.... 2 EIementsky Students.. '..•.: 19,IA8
Priests:DlocesanActivein�iocese..... 49 Profesaional'MinistryPersoanel: TbtalStudeF&AunderCatholieInstraction 88,881
Priests Diocesan Activa Outside Diocese 1 Brot}ers............ 6 Teachers in the Diocese:
Priests:Woman inForei Missions. I Priests.. .....,�,.... ...... 1
gn f3isters............... 17
Priests;Retired,Sick or Absent....... 18 ' yay Ministers......:.r.... 248 Brothers....................s:.•. • 4
Number of.Diocesan Pripats... ,,.,. 86 Sisters .... 20
Religious Priests in Diocese..... b0 Welfare. chera�...: .....
Total Priests in Dfoceae......... .. 116 Homes for the Aged............,... 4 al "..• 681
Vital Statietios
Extern.Priests in Diocese... 8 Tataissisted .... ,..... 648 Receptions into the Church:
)rdir s Bppe�del Centers for Soeiel Services..... 20 t Baptism Totals.,............. OA62
T Priests.. 6 'ibtal.Assisted:,...... .. 91,67b hor Baptism Totals........ 290
Per, t Deacons is Now............ 76 Educational Adurt Bapf3apx rye ale ..:.....i.... 270
Tbtai rothers..... .. 10 Diocesan Students in Other Seminaries. 21 Received to ll Communion.. •517
Total Slaters. ... ....s:....... 89 First Cornaiunions................. 6,479
...
'arislies :,r ' TbtalSeminarians.. Cong�quo. •... .. 8,120
Paris 89 Colleges and Universities............ I Idairiages
vitli ItZent yaatar:' Total Students.................... . 60 Catho$t ,.....:': 726
Resident Diocesan Priests.......... 84 High Sehoola,Diocesan and Pazish ., 4 Interfaith...:::.................... we
Resident R ous Priests......r... 24 TbLal Students.................... 1,620 , Marriages..,................ 986
vithout ResidentPastor. Elementary Schools,Diocesan and Parish. 18 Deaths., ....................:.... 2,841
Administered by Priests............ 20 Total Students.. 4,929 MA91 Catholc Pplain.:........:. 550 000
Administered b, Deacons. 9 Elementary.Schools,Private........ 1 Total Population... .. 8,047;186
Administered by Prdesseii'8eltgtous . Total Students.. :. ....... 210
Men............. . ..... 1 CetechesielReVous,9ducatton: , ..
Qarmer biahgps— oat Revs,JOBN J.OAsuTA D,D., jt wNA;.Very Rev, MICILIEL F.' OLsw, Rev.D. W.ROBERT BARHV4 Mr,GARY FMQOSSO,Staff,
Ord. Dec. 8 1022; Titular Bishop of i0a. and Taaomr THOMPBON; Very'Rev. B. JAMES HARP,, Diocesan Pastoral Rnance-.Council (BudgeW--Very
Aurilfary OF Dallas Fort Worth;appt.March'20, Revs,DAME-KSLLRY;HoA NcuvsN. :''.Rev.R JAMES HART,Ohm z ' '••
19Q8t-'Ma,June 6 1968;first Bishop,Fort Worth, Diocesan Finance Council—W CHuCK Rmwau JR.; Diocesan School Advisory Couddl--mr, .•JAsoy
appt Aug.22,1 9;retired Sept 16,1980;died W. JOHN,HERNANDEZ; Rev. PHH.IP L. JOHNSON; BATMN; •Ms. •Awkk• IlWswa;•'-Mr. JWT
Sept 8, 1989;,JOSRPH p-MLAW,ord Dec. 18, Ms.BARBARA MAY;Mr.DAviD bioxn'y Ms.FLmNr MARTmim, Dr. McHARD UxsO; Mx:,JAmEs lzrw
IWO,a t.Bishop of Fort AVo}th July 10, 1981; ..PMUA;.Mr. ROBwd St:IIWW Mr. EARN 11I;Rev. STOEsm•JAsso T,O.R:Rx OlBcio:Mr.
ord.Bishop Sept.13,1081;died July 12,1005, Bilams JIt;Mr,ParER F11w;St ,Very Rev,. Dox w MI,,; Dr. bltota.Y IIELML G.,;'bLe.
r7Oar Oa Wv1—Vary Rev.MIUHARL 8 Otswt E.JAfW HART,EX'OgieIo;IACHABL R 01SON,EX 79M]loss. • .
Chaneallorand llwmator of the Cal'•ia—Vary Rev.E. OL$cio. • Mission CouncU-W DARRYL-0intsrrrs;Me:JUAHITA
JA*8ROtt. Catholic Foundation 1+ 11Torih T?xaa—Mr. PETER CLEbtEAT9;Mr:PrcraR FLYNNp bir L#SRhrD ICELLY; i •
Koor forPrleata—Rev JUAN RivEno. FLm?4 Exec. D3r.;2ir•'Cavex BAMM Jx;Mr. Deacon LBO.rdxn SAWM,4 Mr.Surlt MORO";Mr.
Deans—Revs. JOSEPH S. SaWii iN, Arlington Area Joax Hstwm S2; Rev, PHIIdP L.•Ja pisom;Me. MAImN PENA: Ms. Lam ZhTARAA•I;'1fk Am `•
Deanery;Am TRAM,Northeast De"biij J0sxPH 'BARWAkA:Mkv;'Mr. DA"AD MORITT,y bfe.•EARRN ZsbzK Mr.•ST'sv8'ZEDER;-Rsve.'Tkleva QRmG;
PEmRERTox, West, Central Deanery; DAvm PZMS; Mr, ROBERT SOW)MAOHSR; bin, 9ARls •ROBERT W.WiLwN,Chm,;RioeARD Cdiuiis;Iftm
Bsassnv, .East Centzal Deanery; JOHN ftnu is JR;Very Revd.E.JAMES.HAR°P MICHAEL ROBRMN•'Rimmm EiDRBDoR,T.O.R.;Ma.Hnim
SwismvlCH, Northwest Deanery; RAYmum A. F.OLSON.�•, FLbNEs,Stax,
Mvuex,Southwest Deanery;Rev,Magr.CHARLss CalholtC Schools'•21•u,t--Mr. EARLS SMR1Zk$'•JR•, Priests'Personnel Board 2ay.JOSEtH'S. SUAWLIN,
KING,North Deanery;VAtv+t.R Routh Deanery. Ohm;b>s.TARA 31ma;Ms,OUDA JACxBbN;Mr. Chm.,2100 X.-Davis Dn;ArliWgton;76012-I808.
Dlycesan Pastoral Council—Ms.Jos21rA PM WA;Mr RIaHARD WRx;Mr.Tim CONNOLtY;W.D&iLrt '11 817 400.1751; '
DAVID DRAM;Mr.JOs FtuNors;Dn LOU18 OA¢PER; Mu.LER,Sdpt.Schools;bir.PEr$R FiYxrF,Exec. Priests'Pension Plea 2}!{shns—Aev•.1v1�N Blvsxo,
Mr.CHAza WARIjmz;,Deacon MICHASL lfoma; Officer, .i Me.BARBARA bfAY;Mr.'F'RAt IN MooBS;
Mr JOHN PATnim How,Mr.,LAwmwB JORDAN; Catholic Cemeteries 11•u'st--Mr. JoMq ROltBem1p; Revs.T HOMAS CRAM D.TT�x�7 so3iP8oN;Mr.
Mr..VRtCEtrr•IiSr Me. JosSPHDtS KulrtsL bis, W. JossPH BEaNISm; W. DAN SHINE;Mr.BAY Pam FLYNN,Stag;tir,EARrx MU)S;bin Max
LIsA KUPPEU;Ms.�OLORA LSD MB.KATIIRBiNE GoMiz,L=Kw St; Mr PAUL HOI UB; Mr: b{A?cOtat S@S[iROTH,Stsff�
GORRrS,Staff Noman Pro anis
LUBxS;Mr.Jess MCSORLBY;bfr: R SALDUA; fix'
Me.ANDRSA SaxNwm;Mr.Q.DUANE SmITB;Mr St.Amph s Health Care Twat:Very Rev.S.JAMES Vxatf ns 4,;d Seminarldns 8evs. KYLE
?' IONM STYLES;W MAM SHADOW s;bir. HART WAi.IERSCHBID; JAM POOZATON; RICHARD
$rr)dG72K; hie. CHRreTutA TbldazArt; Mr
• North R4xaa San Benito,Inc.—Mr.PlaaBs FLY'ti►¢. FLo= This-817-451-9396. SmaiI: fiores84ritaO
WA9>aLEwBxt; Sr, 3s . JOrul BEONAIID, BoardsaudAssooisiione, yahoo.66m.
S, ,I'l;; Revs. RICHARD ELDRBDOE, T:O.R.; Board of Arbitration and Coneiilation—Mr..PHI- l-cons—Deacon DON W1iaNSR,
SIBPUM BERG; Very Revs• MICHAEL OLSON, EX PWORD,Chm.•• Permanent Deacon Formation Program—Dr, ANN
OBicio; E. JA3= HART, EX-OffieiO; Most Rev Building Commiaalois=Rev.bfsgr;HUM=NW,Very Ukhm;14.JuDyLom.
KEVIN W.VANN;Mr.JOE RODRIOUEL,Staff. Rev.E;JAMES IIARr,Cbm.;Mr.W.J.DICIMS III; Conduct Reoiero Board—Very Rev.MIOHAEL F.OLsow.
Prrabyteral Chum* and Consultors—Revs. MED Mr. JAox DRE►vsm, ban GARY JDNee; Mr BRAD Arlo trme'Arsi,tcnce—Ms.JuDy Low.
Bass!=, RIOHARD EMREDO2,T.O.R.;REMR ' RUPAY;ban RONALD Nrens,W.Ricww FLORES; Tribunal—Rev.D.TIMOTHY THoivsa.l,Judicial Vicar,
" 115
2-
Ms. Deirdre Dessingue
Beginning,January 1, 1984,uniess specifically excepted,you and your subordinates must
pay tax under the Federal Insurance GoWbutlons Act(Social Security taxes)for each
employee who Is(raid$100 or more in a calendar year,as indexed for inflation.You and
your subordinates are not liable for the tax under the Federal Unemployment flax Act
(FUTA),
By May 31,2009, please send three(3)copies of The Ulflelar Cathollc Directory for 2009 to
IRS TE/GE In Cincinnati;one copy to the Procxasslpg Campus in Ogden,two copies each to
the W Area Managers in Nswatit,Brocldyn, Chicago,St Paul,Atlanta, Los Angeles,-the
IRS National Headquarters and the Director, EO Examinatibna, Dallas.
The oonditibns concemiriglhe retention of your.group exemption as set forth in our previous
determination letter of August 17, 1983,remain in full force and effect.
Sincerely,
for Robert Choi,Director,
Exempt Organizations Rulings&Agreements
Ia1IS
JUL 0 7 2008
Internal Revenue Service Department of the Treastu " - N
Distdot Director
P.0.Box 2508
Cincinnati,OH 45201
Date:July 1,2008 Berson to Contact:
James Blair
ID 0 3.1-07578
Telephone Number;
877-829 SOD
FAX Number:
Me. Deirdre Dessingue 513 263-4330
Associate General Counsel
United Stdtes Conference
of Catholic Bishops
32110 Street, N.E. '
Washington,D,C, 20017-1194
Dear tuts. Dessingue:
In a ruling dated March 25, 1046,we held that the agencies and Instrumentalltles and all
educational, charitable and religious institutions operated,supervised,or controlled by or in
connection with the Roman Catholic Church in the United States, its territories or
possessions appearing in The Official Cafholic'Dlmcaloty IM, are entitled to exemption*
from federal Income tax under the provisions of section 101(6)of the Internal Revenue
Code'of 1939,which corresponds to section 501(c)(3)of the 1986 Code. This ruling has
been updated annually to cover the sctivitles added to or deleted from the Directory.
The Official Catholic Directory for 2008 shows the names and addresses of all agencies and
Instrumentaittiea<on.0 all educational;'ahadtable,and religious institutions operated by the
Roman Catholic_Church-in the Ur4ed:States,its territories and possesslons'in existence at
the time the Directory was published. It Is understood that each of these Is a.non-profit
organization,-that no'part;qf the:net earnings thereof inures:to the benefit of any Individual,
that no substantial part of their activities Is for promotion of legislation, and that none are
private foundations under 4setion 509(a)of the.Code.
Based on ail informatipp submitted,we conclude that the agencies and'instrumentalldes and
--educational,charitable, and religious lristltutlons•eperated,supervised,or controlled by or in
connection with the Roinan Catholic Church In ft United States, its territories or
possessions appearing In The`Offielal Catholic 01heotoryfor2006 are exempt from federal
income tax under section 501(c)(3)of the Code,
Donors-may deduct contributions to the ogenpies,instrumentalities and Institufflons referred
.to above,as provided by sgoon 170 of the Code:Bequests,legacies, devises,transfers or
gifts to•tbem or for their.use are,deduufibie for.federai istatef and gift tax•purposes under
sectibrre•2055i 2106, and 2522 of the-Code.:
�..�• i�`it.�'.• far. `��;j••�.; .t�,:.f �i.t �.4.'. •rl'%..i , . •�' .•:F.. .. .. .i.•�... •f_~ �.'�;'' _•
11. +oUtig Actyvities. organizations exempt'under the Group
Ruling may not participate or intervene in any political canWatgn on
beha+(r o,f or in opposition to any candidate for public offlee. Violation of
the prohibition against political c+an;patgn intervention can jeopardise
the organisations s ta*wwmpt status. In addition to revoking 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 to seek an injunction against the oxempt
organization and immediate anessment of taxes due. The Office of General
Counsel memorandum, Politzeal Campaign Activfty Guidance for Catholic
ftanizaiffons, available at mM .usccb.MJoac, contains detailed information
regarding the prohibition against political campaign intervention. If you have
any questions in this regard, please refer them to your attorney.
12. group ALOAMAM Number. The group exemption number
assigned to the USCCS Group Ruling is 0928. This number mast be
included on each Form 990, Form 990-T, and Form 6578 required to be
,pitied by any organisation exempt under the €rou,,p Rulfng.J& We advise
against using the group exemption number on Form 95-4, Request for
Employer Identification Number,because in the past this has rosulted in IRS
improperly including USCCB as part of the organization`$ name when it enters
the organization in its database.
IRS has expressed concern about oManlzedws covered under the Getup Ruling that fall
to Inc/tide the group exemption number(0828)on their Form 990 iNinps,pstfl body the
AIM flung.
8
gfls
Publicksc, sttre a, 'Form 4gU-T, Under the Pension Protection Act of
2005, 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.
Xevo on for Failure to F
ite. Under the Pension Protection Act of 20062
the tax-exempt status of an organization, including an organization exempt
under the Group Ruling, that is r1equired to file either Farm 990 or Form 990-N
but that fails to do so for three cfinsecutive years will be considered revoked,
Reapplicati6n to IRS (not the Group Ruling process)will be required in order to
reinstate exemption.
9. RgytngProcgdM 75-5Q. Rev. Froc. 75-5011/ sets forth notice,
publication, and recordkeeping requirements regarding racially
nondiscriminatory policies that must be complied with by private schools,
including church-related schools, as a condition of establishing and
maintaining exempt status under section 501(c)(3) of the Code. Under Rev.
Proc. 75-50 private schools are required to file an annual certification of radial
nondiscrimination with the IRS. For private schools not required to file Form
990, the annual certification must be filed on Form 5578, Annual Certification
of Racial Nondiscrimination for a Private School Exempt from Federal Income
Tax. This form is available at v��_v. 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.
Pror. 75-50 are met since,failure to do so couldJevpardize the tax-
exempt status of that school and, in the case of a school not legally
separate from the church, the tax-exempt status of the church ffte('.
10. 1& b Lmg Aotivitles. Organizations exempt 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 term"lobbying' includes activities in support of or in
opposition to referenda, constitutional amendments, and similar ballot
initiatives. There is no distinction between:lobbying activity that is related to
an organization's exempt purposes and lobbying that is not. There is no fixed
percentage that constitutes a safe harbor for "insubstantial" lobbying. Please
refer to your attorney any questions you may have about permissible lobbying
activities.
14 197,i-2 C.B. 5n.
7
exception, the integrated auxiliary of the church exception was not affected by
the Pension Protection Act.
Form 929 Ill Nina Reau remand Under the Pension Protection Act of
2006, an organization exempt under the Group Ruling that claims exception (v)
above (gross receipts normally not in excess of$25,000) as its basis for not
filing Farm 990 must file annual electronic Form 990-N ft-postcard ) as
required by IRS, setting forth the fallowing 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 Intez-net website address;
(4) the organization-'a EIN; (5) the name and address of a principal officer; (6)
evidence of the orgaxaization's contir xed qualification for exemption from the
Form 990 filing requirement; and ( notification of termination, if applicable.
Form 990-N;must be submitted electronically through the IRS web-site, an or
before the 15th day of the fifth, calendar month following the close of the fiscal
year for which it is filed,I
PrlbIitK l3is&—a-u- a urtd kngg jgt m. Organizations that are 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 ,.
Dor more employees. Form 990 or Form 990»N for a particular year must be
made available for a three year period beginning with the due date of the
rewm,.2J In addition, organizations that file Form 990 or Form 990-N must
comply with written or in-person requests for copies of the forms, The
organization may impose no charge other than a.reasonable fee to cover
copying and mailing costs. If requested, copies of the fonus for the past three
years must be provided. In-person requests must be satisfied on the same day.
Written requests must be satisfied within 30 daysA/
Temporary Ragulatiam.Notllioetlon Requirement for Tax-Exempt Entities Not Currently
Required to File, 72 Fed.Reg. 64147(November 95,2+007).
is The penaitq for failure to perm{t public Inspection of the Form 990 is $20 for each day
during which such failure conflnues, up to a mexlmum of$10,000. LR.C< g 6652(c)(f)(0). i
is LR,C. 8104 . Generally, a copy of an organizallonlis exemption application and
supporting documents must also be provided on the some basis However, since
Cathollo orgenlratlons covered under the Qmup Ruling did not Ells exemption applicafts
with IRS, nor did t15CCS, organizations covered under the Group Ruling should respond
to requests for pubilc lnspeoffon and written or 1rr-person requeets for copies by providing
a copy of the page of the cunwt OCD on which they are listed. If a covered organization
does not have a copy of the currant QCD, It has two weeks wNhin which to make it
available for Inspection and to comply with In-person requests for copies WrMen
requests must be satfefled within the genemt time limits.
6
i
1
E
iandatory or discretionary exception. There is no autorneMe exemption
;he Form 990flMig rsquiremsnt simply because an organieatten is
Ceti in the Group NaUng or listed in the OCD. Organizations rewired
Form 990 must do so by the 15th day of the fifth month after the close of
seal year.x/ Among the organizations not rewired to ale Form 990
section 6083 of the Code are: (i) churches; (ii) integrated auxiliaries of
4csll; (iii) the exclusively religious activities of religious orders; (iv)
s below college level affiliated with a church or operated by a religious
(v) organizations with gross receipts normally not in excess of$25,000;2/
) certain church-affiliated organizations that finance, fund or manage
E assets, or maintain church retirement insurance programs, and
:coons controlled by religious orders that finance, fund or manage
used for exclusively religious activities.12/
�ueCial pules iror Section.Sn9(all3)ScfPportipq Qgar�fzations, The Pension
ion Act of 2005 eliminated discretionary exceptions to the Form 990
�quirement as applied to section 509(a)(3) supporting organizations. The
ionary exceptions likely to be affected by this new provision are
ons (v) and (vi) above. This means that if an organization exempt under
Yup Ruling is olaspified as a section 509(a)(3) supporting organization, it
+ longer rely on exceptions (v) or(vi) above as the basis for not filing
90. However, a section 509(a)(3) supporting organization that qualifies
ztegrated auxiliary of a church under section 6033 may continue to rely
exception as a basis for not filing Form 990. Because it is a statutory
The penalty for failure to file the Form 990 is$20 for each day the tailura vonilaues,up to
a maximum of$10,000 or 5 percent of the orgenization's gross reoelpts, whiahaver 1s
less. However, organizations with annual gross receipts In excess of$1 m1glon are
subject to penaJtles of MO per day, up to a maximum of $50,000. MC. §
I,RC. §8033(a)(2)(A)(n,Treas.Reg. §1.6033 2(h). To qualify as an Integrated auxlllaty
of a church, an organization must be desodbed in section 501(c)(3), quality as other than
a private foundatiion, be aA7llated with a church, and qualify as Internally supported. Are
organization mllbe considered Intemallysupported UaftV It both:
(1) Offers admissions,goods, services6 or faclllUes for sale,other than on an
Inchlentat basis,to the general public(except goods,services,or facilities
sold at a nominal charge or substantially below cost),and
(2) normally resolves more than 60 percent of Tta support from a combinWon
of governmental soumas; publk solhritatlon of contributions (such as
through a community fund drive); and reoelpts cram the sale of
admissions, goods,performance of services, or furnishing of facilities in
activities that are not unrelated trades or buslnesses,
Rev.Prot. 83-23, i8834 C.B. OU,
Rev.Pma 9640, 19964 C.B. 577.
5
� 1ts
3
4. Upe�t1eymeyA The Group Ruling establishes exemption
from federal unemployment tax only, Individual states may impose
unemployment tax on organizations included in the Group Ruling, even though
they are exempt from the federal tax. Please refer to your attorney any
questions you may have about state unemployment tax.
S. tfit gk4l cg tir'1`ax. 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,{ However, services performed by
diocesan priests in the exercise of their ministry are not considered
"employment" for FICA(Social Security) purposes,Ii and FICA should not be
withheld from their salaries, .For Social Security purposes, diocesan priests are
subject to self-employment tax ("SECA") on their salaries as well as on the
value of meals and housing or housing allowances provided to themAl 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
Direetory.-1
6. Fgdeaal Excise IM, Inclusion in the Group Ruling has no effect
on an organiz tion's liability for federal excise taxes. Exemption from these
taxes is very limited. Please refer to your attorney any questions you may have
about excise taxes.
7. tt abo/Local Taxes. Inclusion in the Group Ruling does not
automatically establish an organization's exemption from state or local income,
sales or property taxes. Typically, separate exemptions must be obtained from
the appropriate state or local tax authorities in order to qualify for any
applicable exemptions. Please refer to your attorney any questions you may
have about state or local tax exemptions.
B. Fprn 9+94. All organizations included in the OCD must file Form
990, Return of Organization Exempt from Income Tax, unless they are eligible
' Section 3121(w) of the Code permits certein church-related organizations to make an
lirevomble election to avold payment of FICA taxes, but only tf,such organizations are
pp=ed for rellnious reasons to payment of social security taxes.
° I.R.C. §3121(b)(8)(A).
s LR.C. § 1402(a)(8). See also, ComnenpAwa of Priests at
h�1Avww.usacb.+oMftWgsldfil A tax,htm.
¢ Rev. Rut. 77--290, 1977 2 C.B. 26. See also, 0GOA RCR Memorandum on
Compensation of Religions, f �(MdW jtZr a=A t�Cnrnn2Q46 pdf(September 11,
2006).
i
i 4
�tj ��
k
k
509(a), but does not specify the subsection of section 509(a) under which they
aro classified because all covered organizations do not share a common
classification. Although USCCB is classified as a public charity under scotlons
509(a)(1) and 170(b)(1)(A)(i), that classification does not extend to organizations
covered under the Group Ruling. Each organization must establish its own
public charity classification under section 509(a)(1), 509(a)(2) or 509(a)(3).
As a result of requirements imposed by the Pension Protection Act of
2005 with respect to private foundation grants to section 509(a)(3) supporting
organizations, private foundations may no longer be willing to rely solely on the
Group Ruling in their grantmaldng decisions. Private foundations may require
more specific documentation of public charity status under section 509(a)(1), &}
509(a)(2), 509(a)(3)-Type I or 509(a)(3)-Type 11.
Certain types of organizations included in the Group Ruling qualify as
public charities by definition under the Code; "
churches and conventions and associations of churches under
sections 509(a)(1) and 170(b)(1)(A)(1) [generally limited to dioceses, #'
parishes, religious orde , and state Catholic conferences],
• elementary and secondary schools, colleges and universities under r,
sections 509(a)(1) and 170(b)(1)(A)(ii);and
• hospitals under sections 509(a)(1) and 170(b)(1)(A)(iii),
Other organizations covered under the Group Ruling may qualify under 3° .
the public support tests of either sections 509(a)(1) and 170(b)(1)(A)(vi) or
section 509(a)(2). Verification of public charity classification under either of
tine support tests generally can be established by providing a writtendeclaration of the applicable classification signed by an officer of the a{
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 also may 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 _
of counsel and Form 990, if applicable, to satisfy foundation grantors of their
Type I or Type fI supporting organization status.
3. Deduct3k9it g gf!oa rlbu# tt The Group Ruling assures
donors that contributions to the institutions listed in the 2008 OCD and
covered by the Group Ruling are deductible for federal income, gift, and estate
tax purposes.
3
3 t3
Redsiifitfiies under ftup Ruyt Diocesan officials who compile OCD
information to send to the OCD publisher are responsible for the amuracy 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.
NXR&PA'rION
1. mp►4*_n from Federal Ineoxn Tax. The latest ruling
reaffirms the exemption from federal income tax under section 501(c)(3) of the
Internal Revenue Code of"the agencies and instrumentalities and educational,
charitable, and,religious institutions operated, supervised or controlled by or in
connection with the Roman Catholic Church in the United States, its territories
or possessions appearing in the Official Catholic Directory for 2008" (with the
exception of organizations designated in the OCD with an asterisk and foreign
organizations).
Verifica '#art of& mpifbn under Qro y gulenc� Organizations exempt
under the Group Ruling generally are not included in IRS Publication 78, IRS
Exempt Organization Business Master File ( EOBIviF"), or online databases that
are derived from these sources. This does not mean that 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 private
foundations. Organizations included in the Group Ruling that encounter
difficulties verifying their tax-exempt status under the Group Ruling should
refer donors, including private foundations, to IRS Publication 4573, Group
Exemptions, available on the IRS website at www.irs.gov. Publication 4573
explains that IRS doca not determine which organizations are included in a
group exemption, explains that exemption under a group ruling is verified by
reference to the official subordinate listing (e.g., the Official Catholic Directory),
and clarifies that it is not necessity for an organization included in a group
exemption to be listed in Publication 78 or the EOBMF. R?S no longer provides
letters verifying inc4sion in the group rulings.
2, ftWc CbWity Wa . The latest Group Ruling aff"mns that
organizations included in the OCD are not private foundations under section
509(a) of the Code. Newly-created or newly-affiliated organizations must
establish that they are not private foundations as a condition of inclusion in
the Group Ruling and OCD,
Veoation rtPulrlic gift 5'tatus. The Group Ruling states that
organizations covered under its provisions are public charities under section
1 Z
��t5
I
i
Office ice of the Genera Counsel
3211 FOLWM STREB'T M"WMIUNGTON D0 2W17-1194.202 341.3300•PAX 20x.S41.3337
July 91 2008
TO: Most Reverend Archbishops and Bishops, Diocesan
Attorneys and State Conference Directors
SUBJECT: 2008 Group Ruling
FROM: Anthony Picarello, General Counsel
(Staff:Deirdre Dessingue,Associate General Counsel)
Attached is a copy of the (Troup Ruling issued to the United States
Conference of Catholic Bishops on July 1, 2008 by the Internal Revenue
Service ("IRS"), with respect to the federal tax status of Catholic organizations
listed in the 2008 edition of the Official Catholic Directory ("OCD")Ii, As
explained in greater detail below, this ruling is important for establishing: r`
(1) the exemption of such organizations from:
(a) federal income tax, v
(b) federal unemployment tax (but see 14 of
IlExpianation" below); and .
(2) the deductibility, for federal income, gift and estate tax
purposes, of contributions to such organizations.
The 2008 Group Ruling is the latest in a series that began with the
,original determination of March 25, 1946. In the 1946 document, the Treasury
Department affirmed the exemption from federal income tax of all Catholic
institutions listed in the UCD for that year. Each year since 1946, in a
separate letter, the 1946 ruling has been extended to cover the institutions
listed in the current OCD2/. The 2008 Group Ruling is consistent with the
2007 ruling. Annual group rulings clarify important tax consequences for
Catholic institutions listed in the OCD, and should be retained for ready
reference. Rulings from earlier years are important to establish the tax
consequences of transactions that occurred during those years.
1 A copy of the Group Ruling end this memo may be found on the IISCCB webslte at
Ly►'�YL�I�SZI�?e Qt�14�C.
Cathollo organizations with Independent IRS exemption determination letters are listed in the
2008 OCQ with an estedsk("), which indicates that such organizations are not covered by the
Group Ruling.
1
CASSATA HIGH SCHOOL
COMBINING STATEMENT OF REVENUE AND EXPENSES-
MODIFIED CASH BASIS
Year ended June 30,2008
Operating Plant Endowment Total
Revenue;
Tuition and fees S 170,349 $ - $ - $ 170,349
Contributions 383,742 24,000 20,000 427,742
Reimbursement from government
agencies 250,474 - - 250,474
Interest and dividends 4,084 46 22,356 26,486
Realized gain on the sale of
investments - - 50,733 50,733
Special events 36,755 - - 36,755
Other 3,363 - - 3,363
Withdrawals from the endowment 60,000 - (60,000)
Total revenue 908,767 24,046 33,089 965,902
EXPENSES
Program expenses 534,611 - - 534,61]
General and administrative 320,581 71,619 - 392,200
Fundraising 1,898 - - 1,898
Total expenses 857,090 71,619 - 928,709
Change in net assets $ 51,677 $ (47,573) $ 33,089 $ 37,193
12
CASSATA HIGH SCHOOL
COMBINING STATEMENT OF ASSETS,LIABILITIES,AND
NET ASSETS-MODIFIED CASH BASIS
June 30,2008
Operating Plant Endowment Total
ASSETS
Cash and cash equivalents $ 180,728 $ 33,124 $ $ 213,852
Investments,at cost - - 1,044,257 1,044,257
Property and equipment,net - 279,697 - 279,697
Total assets $ 180,728 $ 312,821 $ 1,044;257 $ 1,537,806
LIABILITIES AND NET ASSETS
Current liabilities
Funds held for others $ 3,137 $ - $ - $ 3,137
NET ASSETS
Unrestricted 21.1,768 244,757 250,616 707,141
Temporarily restricted - 33,887 - 33,887
Permanently restricted - - 793,641 793,641
Total net assets 211,768 278,644 1,044,257 1,534,669
Total liabilities and net assets $ 214,905 $ 278,644 $ 1,044,257 S 1,537,806
11
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, 2008
on pages I 1 and 12 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.
December 17, 2008
CASSATA HIGH SCHOOL
NOTES TO FINANCIAL STATEMENTS
NOTE 6. COMMITMENTS AND CONTINGENCIES
The School is involved in various legal actions arising in the ordinary course of business. In the opinion
of management, the School has adequate legal defenses or insurance coverage with respect to each of
these actions and does not believe that they will materially affect the School's financial statements.
NOTE 7. CONCENTRATION OF CREDIT RISK
The School periodically maintains cash balances at financial institutions that are in excess of the amount
insured by the FDIC. The School has not suffered any losses as a result of these balances in the past and
management does not believe there is significant risk related to these accounts.
NOTE 8. RESTRICTED NET ASSETS
Temporarily restricted net assets consist of cash balances restricted for purchases of property and
equipment.
Permanently restricted net assets consist of an endowment to be held indefinitely, the income of which is
unrestricted.
8
CASSATA HIGH SCHOOL
NOTES TO FINANCIAL STATEMENTS
NOTE 2. LONG-TERM INVESTMENTS(continued)
Subsequent to year-end, the credit and liquidity crisis in the United States and throughout the global
financial system has resulted in substantial volatility in financial markets and the banking system. These
and other economic events have had a significant adverse impact on investment portfolios. As a result,the
School's investments have likely incurred a significant decline in fair value since June 30,2008.
NOTE 3. PROPERTY AND EQUIPMENT
Property and equipment consist of the following at June 30,2008 and 2007:
2008 2007
Leasehold improvements $ 1,013,006 $ 1,013,006
School equipment and furniture 96,771 92,547
Office and computer equipment 181,641 189,563
1,291,418 1,295,116
Less accumulated depreciation (1,011,721) (994,822)
$ 279,697 $ 300,294
NOTE 4. CONTRIBUTIONS
Contributions are received from foundations,trusts, businesses and individuals. For the years ended June
30,2008 and 2007, revenue from contributions is composed of the following:
2008 2007
Grants received from foundations and hosts $ 318,129 $ 333,260
Contributions received
from businesses and individuals 109,613 118,701
Total contributions received $ 427,742 $ 451,961
During 2008 and 2007, the contributions from two donors represented approximately 44% and 48% of
total revenue and support, respectively
NOTE 5. 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 $170,000 and $145,000 for the years ended June 30, 2008 and 2007, respectively.
Additionally,the Diocese provides office facilities at no cost to the School.
7
CASSATA HIGH SCHOOL
AUDITED FINANCIAL STATEMENTS—
MODIFIED CASH BASIS
Years Ended June 30,2008 and 2007
CONTENTS
Page
INDEPENDENT AUDITOR'S REPORT 1
AUDITED FINANCIAL STATEMENTS
Statements of Assets,Liabilities,and Net Assets—Modified Cash Basis 2
Statements of Revenue, Expenses, and Changes in Net Assets—Modified Cash Basis 3
Notes to Financial Statements S
INDEPENDENT AUDITOR'S REPORT ON SUPPLEMENTARY DATA 9
SUPPLEMENTARY DATA
Combining Statement of Assets,Liabilities, and
Net Assets—Modified Cash Basis 1 1
Combining Statement of Revenue and Expenses--
Modified Cash Basis 12
INDEPENDENT AUDITOR'S REPORT
To the Finance Committee
Cassata High School
Fort Worth,Texas
We have audited the accompanying statement of assets, liabilities, and net assets- modified cash'basis of
Cassata High School (the "School") as of June 30, 2008, and the related statements of revenue, expenses
and changes in net assets-modified cash basis for the year 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 audit. The prior-year information has been derived from the School's 2007
financial statements, which were audited by other auditors, and in their report dated November 2, 2007,
they expressed an unqualified opinion on those financial statements.
We conducted our audit 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 audit provides 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.
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, 2008, and its revenue and expenses and
changes in net assets for the year then ended,on the basis of accounting described in Note 1.
61444wi,
December 17,2008
1
CASSATA HIGH SCHOOL
NOTES TO FINANCIAL STATEMENTS
NOTE 1. SUMMARY OF ACTIVITIES AND SIGNIFICANT ACCOUNTING POLICIES
(Continued)
Revenue Recognition
Tuition is recognized as revenue when.received. Contributions are recorded when 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 revenues, expenses and changes in net
assets—modified cash basis.
Donated Materials and Services
Donated materials are reflected as contributions in the accompanying statements at their estimated values
at the date of receipt. No significant amounts have been reflected in the statements for donated services
as no objective basis is available to measure the value of such 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.
Reclassifications
Certain prior year amounts have been reclassified to conform to current presentation.
Functional Allocation of Expenses
The cost of providing the program services and other activities has been summarized on a functional basis
in the statement of revenues, expenses and changes in net assets — modified cash basis. Accordingly,
certain costs have been allocated among program and supporting services.
NOTE 2. LONG-TERM INVESTMENTS
Long-term investments are stated cost. 'ne fair value of all investments with readily determinable fair
values are based on quotations obtained from national securities exchanges. Cost and fair value of long-
term investments consist of the following at June 30, 2008 and 2007:
2008 2007
Cost Fair Value Cost Fair Value
Cash and cash equivalents $ 167,175 $ 166,032 $ 161.878 $ 185,058
Equities 567,908 691,937 549,913 771,229
Fixed income securities 23.608 23,694 22,860 26,410
Mutual fiords 285,566 283,765 276,518 316,283
$ 1,044,257 $ 1,165,428 $ 1,011,169 $ 1,298,980
6
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 youths 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 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, 2008 and 2007, the School has $104,852 and $107,353, respectively, on
deposit in a savings account with the Diocese. For the years ended June 30, 2008 and 2007, the School
earned interest on the savings account of 5%. 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.
Long-term 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 statement of revenues, expenses
and changes in net assets—modified cash basis in the period incurred.
Property and Equipment
Property and equipment are 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, 2008 and 2007 totaled
$26,420 and $44,141 respectively
Depreciation is calculated using the following estimated useful lives of the assets:
Leasehold improvements 5---20 years
School equipment and furniture 5 vears
Office and computer equipment 5 —S years
Funds Held for Others
Funds held for others represent amounts donated to or raised by organized groups within the School in
excess of amounts expended for the related school functions.
5
2007
Temporarily Permanently
Unrestricted Restricted Restricted Total
$ 145,146 $ - $ - $ 145,146
416,961 25,000 10,000 451,961
239,264 - - 239,264
27,299 - - 27,299
21,360 - - 21,360
35,390 - - 35,390
1,909 - - 1,909
7,574 (7,574) - -
894,903 17,426 10,000 922,329
510,275 - - 510,275
346,227 - - 346,227
1,592 - - 1,592
858,094 - - 858,094
36,809 17,426 10,000 64,235
666,118 3,482 763,641 1,433,241
$ 702,927 $ 20,908 $ 773,641 $ 1,497,476
4
CASSATA HIGH SCHOOL
STATEMENTS OF REVENUE, EXPENSES, AND CHANGES IN NET ASSETS-
MODIFIED CASH BASIS
Years Ended.June 30,2008 and 2007
2008
Temporarily Permanently
Unrestricted Restricted restricted Total
Revenue:
Tuition and fees $ 170,349 $ - $ - $ 170,349
Contributions 383,742 24,000 20,000 427,742
Reimbursement from government
agencies 250,474 - - 250,474
Interest and dividends 26,486 - - 26,486
Realized gain on the sale of
investments 50,733 - - 50,733
Special events 36,755 - - 36,755
Other income 3,363 - - 3,363
Net assets released from restrictions:
Satisfaction of building impovement restrictions 11,021 (11,021) - -
g Total revenue 932,923 1.2,979 20,000 965,902
I
Expenses:
Programs 534,611 - - 534,611
General and administrative 392,200 - - 392,200
Fundraising 1,898 - - 1,898
Total expenses 928,709 - - 928,709
Change in net assets 4,214 12,979 20,000 37,193
Net assets at beginning of year 702,927 20,908 773,641 1,497,476
Net assets at end of year $ 707,141 $ 33,887 $ 793,641 $ 1,534,669
See notes to financial statements.
3
CASSAT'A HIGH SCHOOL
STATEMENTS OF ASSETS,LIABILITIES,AND NET ASSETS-
MODIFIED CASH BASIS
June 30,2008 and 2007
2008 2007
ASSETS
Cash and cash equivalents $ 213,852 $ 190,066
Investments,at cost 1,044,257 1,01 1,169
Property and equipment, net 279,697 300,294
Total assets $ 1,537,806 $ f,501,529
LIABILITIES AND NET ASSETS
Liabilities
Funds held for others $ 3,137 $ 4,053
Net Assets
Unrestricted 707,141 702,927
Temporarily restricted 33,887 20,908
Permanently restricted 793,641 773,641
Total net assets 1,534,669 1,497,476
Total liabilities and net assets $ 1,537,806 $ 1,501,529
�ee notes to financial statements.
2
Exhibit B
Cassata High School
Budget Detail Worksheet
Position Description %on Project Total
Faculty(8 teachers) 5.28%of total annual payroll estimated at 5.28% $13,851.34
$262, 336 annually
Sub-Total $13,851.34
teneitt� � � " `�� �� ����r�x ; <£z �. � �����,. � '. A, 4 {Y ���:
rv, c. x s
Position Description Total
Fringe benefits (8 Fringe benefits associated with the with the above payroll $6,148.66
teachers) at 5.28%
Sub-Total $0.00
�a1
"ai t _
Purpose of Travel Location Item Computation Cost
Sub-Total $0.00
DL" llX ifient..d". sk ,1{. l'y 4xF e"" ,,fs * .t..,,e `..: v°x -r �y}y'�'ly�' :✓h .hb.>trosi?. ��+iu
Unit Price/
Item Description Number Total
Sub-Total $0.00
Unit Price/ M
Item Description Number Total
Sub-Total $0.00
F:.Cbnsul lints aid Contric°ti `ermyrces ,h : k `3f M P ,
Unit Price/
Item Description Number Total
Sub-Total $0.00
Unit Price/
Item Description Number Total
Sub-Total $0.00
1 of 2
PW
W
Budget Category Amount
A. Personnel $13,851.34
B. Fringe $6,148.66
C. Travel $0.00
D. Equipment $0.00
E. Supplies $0.00
F. Consultants and Contractor Services $0.00
G. Other Costs $0.00
TOTAL PROJECT COSTS $20,000.00
2 of 2
Exhibit C
Monthly Request for Reimbursement (RFR)
FY 2010 Community-Based Programs
Program Period 10/1/09 to 08/31/10
Submit to: Fort Worth Police Department Submitting Agency: Cassata High School
Sasha Kane Agency Contact Name: Susan Flood
350 West Belknap Street Phone Number: 817-926-1745
2nd Floor Email:
Fort Worth,TX 76102 Invoice Number:
Period covered by this request: to
mmlddiyy mmlddryy
A B C D E
Total of Previous (B+C) (A-D)
Reimbursements This Total Balance
Budget Category Budget Amount Requested Request Requested Available
1 Personnel $ - $
2 Fringe $ :t r E,1 W8 6 $ - $ - $ g„ * �' °$." 6,U8 66'
3 Travel $ L $ - $
4 Equipment $ .t a $ - $
5 Supplies $ ` * �w $ - $
6 Construction $ k $ - $ - 10
7 Consultants/Contracts ,, q $ - $
8 Other-Direct Cost = x> - t
9 Indirect Costs $ - $
Total Programmatic Costs $ ,. . '•20;000'0 $ - $ - $ r+ °`$ '`. 20 000:00^
Please Attach:
I. Attach copies of invoices and the receipts on all expenditures
2. For Personnel Cost, include copies of signed times sheets
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
i und' ='fCccoiint 'r` , ' :Center
Grantee Authorized Official Date
Title
Exhibit D
FY 2010 Community-Based Programs
Performance Narrative
Program Period 10/01/09 to 08/31/10
Submit to: Fort Worth Police Department Submitting Agency: Cassata High School
5asha Kane Agency Contact Name:Susan Flood
350 West Belknap Street email:
2nd Floor Phone Number: 817-926-1745
Fort Worth,TX 76102
Performance Measures
Period covered: to
Number of students enrolled for the month in the high school diploma prgram
Number of students enrolled for the month in the GED program
Number of students receiving their high school diploma
Number of students receing their GED
Please include a narrative of events and accomplishment that occurred during the reporting month.
City of Fort Worth, Texas
Mayor and Council Communication
COUNCIL ACTION: Approved on 10/20/2009
DATE: Tuesday, October 20, 2009 REFERENCE NO.: C-23867
LOG NAME: 35FYIOCASSATA
SUBJECT:
Authorize a Contract with Cassata High School for the Fiscal Year 2010 Community—Based Funding from the
Crime Control and Prevention District Fund in the Amount of$20,000.00 to Operate a High School Dropout
Prevention Program
RECOMMENDATION:
It is recommended that the City Council authorize the City Manager to execute a Contract with Cassata High
School for the Fiscal Year 2010 Community—Based Funding from the Crime Control and Prevention District
Fund in the Amount of$20,000.00 to Operate a High School Dropout Prevention Program.
DISCUSSION:
The Crime Control and Prevention District(CCPD)Board included funds totaling$200,000.00 in its Fiscal
Year 2010 budget for community—based crime prevention programs in response to requests made during the
Phase III renewal of the CCPD community—based program funding. Funding requests for community
programs were solicited through a Request for Proposal (RFP) issued in March 2009. Twenty—two requests
for funding were received totaling more than $1,100,000.00.
A panel consisting of three CCPD Board Members, 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. The CCPD Board reviewed the panel's recommendations at its August
13,2009, meeting. The CCPD Board subsequently approved the panel's recommendation to fund six of the
crime prevention programs including Cassata High School(CHS). The term of the contract is October 1,
2009, through September 30, 2010.
CHS dropout prevention program benefits at—risk youth and provides a last chance at education for many
students. Funding will support and improve the existing dropout program which will enable 280 at—risk
youths to improve academic performance and behavior. CHS's mission has been the same since its inception
in 1975, which is to provide an effective, quality education that enables students of all backgrounds to raise
their educational level and complete their secondary education. The at—risk youths will receive personalized
attention from caring teachers in small classes. Classes do not exceed 15 students per teacher and 12 per
teacher for fundamentals of math and remedial reading courses.This individualized approach and entrance
testing allows CHS to establish a program that meets the needs of each student.
FISCAL INFORMATION:
The Financial Management Services Director certifies that funds are available in the current operating
budget, as appropriated,of the Crime Control and Prevention District Fund.
FUND CENTERS:
TO Fund/Account/Centers FROM Fund/Account/Centers
GR79 539120 0359504 $20,000.00
CERTIFICATIONS:
Submitted for City Manager's Office by: Tom Higgins (6192)
Originating Department Head: Jeffery W. Halstead (4231)
Additional Information Contact: Sasha Kane (4243)
ATTACHMENTS
1. RE GR79.msg