Form 9~0 ' . Return of Organization .Exempt from Income Tax Under section 501(c), 527, or 4947(ax1) of the Internal Revenue Code

(except black lung benefit trust or private foundation) Depohment of the Treasury Intema, Revenue Semme ~ The organization may have to use a copy of this return to satisfy state reporting requirements

OMB NO 1545 0047

2002 Open to Public

Inspection

A For the 2002 calendar ear, or tax ear beginning 2002,

B Chtk d appliWble C Name of arqanimnm

Address ias:n.i' Catholic Charities , U S A Name charge Number street (w P O Doa d mail is not delnered to street aEdr) orrype

Initial reNm speclllc 1731 Kin Street in vtruc-

Final velum dons City tavn or wunUY Slate

~naea .ewm, Alexandria VA u nropoonon pending * Section 501(cx3) organizations and 4947(ax1) nonexempt

charitable trusts must attach a completed Schedule A (Forth 990 or 990-EZ)

G Website.~www catholiccharitiesinfo ore

D Employer Identification Number

LP mde a 4 I F m~ioatlnp LI I Cash u Acuuai J

22314 n ax' rsoKMe'

J Organization type (check only one) ~ a Soi(U 3 - (nsed no I El asa7(e)(i) or El s

K Check here e` if the organization's gross receipts are normally not more than $25,000 The organization need not file a return with the IRS, but if the organization received a Form 990 Package in the mail, it should file a return without financial data Some states require a complete return M Check - U d the organization is not required

to attach Schedule 8 (Farm 990, 990 EZ, or 990 PF)

1 Contributions, gifts, grants, and similar amounts received I a Direct public support 1 a 8 ~f b Indirect public support 1 6 1 O c Government contributions (grants) 1C 1 1

d ~a a~llnes~~ I C) ( :ash $ _101803,106 nom;,sn $ 138, 361 0 2 Program service revenue including government fees and contracts (from Part VII, line 93)

3 Membership dues and assessments 4 Interest on savings and temporary cash investments 5 Dividends and interest from securities 6a Gross rents 6a b Less rental expenses 6b c Net rental income or (loss) (subtract line 66 from line 6a)

7 Other investment income (describe (E 8a Gross amount from sales of assets other (A) Securities

than inventory 38,353 , 517 8a b Less cost or other basis and sales expenses 38 , 701 , 686 Bb cGain or(loss)(aNachschedule) See L-8 Stint -348,169 8c d Net gain or (loss) (combine line Sc, columns (A) and (B))

9 Special events and activities (attach schedule) a Gross revenue (not including $ of contributions

reported on line la) 9a b Less direct expenses other than fundraising expenses 9b c Net income or (loss) from special events (subtract line 9b horn line 9a)

10a Gross sales of inventory, less returns and allowances 10a b Less cost of goods sold 10 b c Gross profit or (loss) from sales of inventory (attach schedule) (subtract line 10b tram line l0a)

11 Other revenue (from Part VII, line 103)_ 12 Total revenue add lines 1 It . 2, 3, 4, 5, 6c, 7, 8d, 9c, 10c, and 11 ) 13 Program services (horn line 44, column (B)) 14 Management and general (from line 44, column (C)) P RECEIVED 15 Fundraising (from line 44, column (D)) U 16 Payments to affiliates (attach schedule) ^ f4 17 Total expenses add lines 16 and 44, column A M NOY 1 8 0 F 18 Excess or (deficit) far the year (subtract line 17 from line

I!

5 ~3, c 19 Net assets or fund balances at beginning of year (ftom fin, L_ ~U

N s of E zf~bFNt4 I IT E

10 UT T Ti 20 Other changes in net assets or fund balances (attach explana ion

1 .485 .593

Other

1,423,281 1,040,383

36,406,945 -23,038,281 _35,943,961 n,.~

-7, 532 ~~ 12,898, 148 Form 990 (2002) BAA For Paperwork Reduction Act Notice, see the separate instructions TEFn0101 09/05/02

Room/Style

H and I a2 not appbraWe to section 527 arganosee,ps

H (3) Is this a group return for a7liatal 0 yes Q No H (b) it Yes enter number of amiwta ri

H (C) Are all affiliates included' Fly. No

(II No atlarh a list See instructions )

H (d) Is trio a sepaaie velum filed by an

aqanu:alion mvered by a group ruling' FX1 y" F1 No

10 .941 .467

2

What is the organization's primary exempt purpose? See attached All organizations must describe then exempt purpose achievements in a clear and concise mannerState the number of

33,943,281 Form 990 (2002)

line TEEn0102 01/22/0 B

Formsso '02 Catholic Charities, U S A 53-0196620 Page t Statement Of FUfiCtl0tiB1 EXpEfi5E5 All organizations must complete column (A) Columns (B), (C), and (D) are

required for section 501(c)(3) and (b) organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others

Do not include amounts reported on line (B) Program (C) Management 66, 86, 96, I06, or 76 of Part I (A) Total services and general (D) Fundraising

22 Grants and allocations (aft sch) (cash $ 29,188,542 non cash $ 0 ) 22 29, 188, 542 29, 188, 542

23 Specific assistance to individuals (aft uh) 23 24 Benefits paid N or far members (aft sch) 24 _ 25 Compensation of officers, directors, etc 25 96,092 96 092 0 0 26 Other salaries and wages 26 2, 553,539 1,816 , 592 532 280 204, 667

0 15 721 27 Pension plan contributions 27 196 , 502 137, 551 43,23 28 Other employee benefits 28 225,987 158,742 48 , 596 18,649 29 Payroll taxes 29 184,282 128,997 40,542 14,743 30 Professional fundraising fees 30 31 Accounting tees 31 7,500 5,025 1,125 1,350 32 Legal tees 32 21 , 987 14,731 3,298 3,9.58 33 Supplies 33 114,922 60,290 13,466 41,166 34 Telephone 34 86,119 67,669 10,244 8 , 205 35 Postage and shipping 35 212 , 340 59,865 11 . 458 141 .017 36 Occupancy 36 168 , 226 98 , 980 48 , 885 20 .361 37 Equipment rental and maintenance 37 152,930 68 , 741 45 669 38,520 38 Panting and publications 38 447,100 211,755 4,892 230,453 39 Travel 39

8 40 Conferences, conventions, and meetings 40 906,911 810, 798 55 , 385 40,72 41 Interest 41 26 166 13,868 8,111 4 187

42 Depreciation, depletion, etc (attach schedule) 42 51 , 372 2-8 , 570- 15 , 437 7 365 43 Other expenses not covered above (itemize)

a Insurance 43a 60 , 082 46,542 8,338 5 , 202 bConsul tin~/professionalfees 43b 1,160,748 776,044 171,868 212,236 c Bad debt _expense____-_ 43c 333 , 675 0 333 , 675 0 d Reference publications - 43d 127,639 98,482 11,412 17 745 e See Other E~ptrLs~.s 2tLnL - - - - - - 43e 84,885 55,405 15,370 14,110

4 tal functional expenses (add lines 22 43) 4 -fc~- - - - - Orgamigzati.ons

com leting columns (B) - (D), carry as

total, tp, lines 13 - 15 44 36,406,945 33,943 281 1,423 281 1,040,383 Joint Costs Check ~ if you are following SOP 98-2 Are any point costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? -E] Yes Xa No If 'es; enter () the aggregate amount of these point costs $ , (it) the amount allocated to program services $ , (u) we amount allocated to management and general $ , and (iv) the amount allocated

to lundraisma E

a Disaster Response - Grants are provided to local organizations to address needs arising from disasters such as hurricanes tornadoes and floods Since September 11 -2001p rants have been provided to address needs arising from terrorist attacks----

(Grants and allocations $ 27,447,94" b Eapowerment Services - CCUSA erovides supeo=t to agenciesyrovid=nom a=anpe of social service responses that emphasize the empoNerment of those served to meet the needs of and address the issues of-peoQle_in the community_______________________

(Grants and allocations $ 80,670 )

c Social Policy_ =Kith local agencies . CCUSA develops a=d-Promotes-publicpolicy focused on -educing

pov_r[y_s-poor[1-gfam-l _e==Ddb-ildiUs t_onU-mmu=-t-es .CCUSAe=cou=ape-di=e=5lty :nd-5-i =t-local agencies to assume a leadership role in their communities to address racial diversity_

(Grants and allocations $ 27,299 ) d TraininFand Conventnp=CCUSA coordinates an Annual Conference and a Sections meeting for its members Other_pr2yrams_pZovide consultation and skills devel2Pment at the parish and-regional levels ___________________________

e Other program services S22 attached (Grants and allocations $ 1 , 620, 427

740 .089

Form ssa(2o02) Catholic~Charities, U S A 53-0196620 Page 3

Balance Sheets see Instructions)

Beginning of year End of year `"' I I `B' 175 45 1

47a Accounts receivable b Less allowance for doubtful accounts 4 .613

TEEo0103 osioa02

Note Where required, attached schedules and amounts within the description column should be for end o/-year amounts only

T 45 Cash - non interest bearing 46 Savings and temporary cash investments 5 Ca

48a Pledges receivable 48a 1 /y1, kSUL b Less allowance for doubtful accounts 48b 454 881 2 , 227 .708 48c 1,337 , 921

49 Grants receivable 122 , 615 49 62 , 030

50 Recervables from officers, directors, trustees, and key s employees (attach schedule) 50 E 51 a Other notes 8 loans receivable (attach sch) 51 a 5 6 Less allowance for doubtful accounts 51 6 51 c

52 Inventories for sale or use 52 53 Prepaid expenses and deferred charges 45 , 287 53 47,722 54 Investments-securities (attach schedule) L-54 Stmt~O Cost E] FMV 6 836 641 54 12 , 557 , 013 55a Investments - land, buildings, E equipment basis 55a

b Less accumulated depreuahon (attach schedule) 55b SSc

56 Investments - other (attach schedule) 56 57a Land, buildings, and equipment basis 57, 1 2 , 515 , 834

b Less accumulated depreciation (attach schedule) L-57 Stmt 57b 745 , 925 1 , 787 , 770 57c 1,769 , 909

58 Other assets (describe - Interest receivable ) 44,704 58 77,487 59 Total assets add lines 45 through 58 (must equal line 74 37,817 256 59 30 .258, 131 60 Accounts payable and accrued expenses 288 631 60 471 , 336 61 Grants payable 61 15, 407 , 741 62 Deferred revenue 62 10 , 787

s i 63 Loans from officers, directors, trustees, and key employees (attach schedule) 63 L i 64a Tax exempt bond liabilities (attach schedule) 64a

b Mortgages and other notes payable (attach schedule) 988 761 64b 825, 907 s 65 Other liabilities (describe " See Li ne 65 Stmt ) 595,903 65 644,212

66 Total liabilities add lines 60 through 65 1 873, 295 66 17 359,983 Organizations that follow SFAS 117, check here ~ U and complete lines 67

through 69 and lines 73 and 74 67 Unrestricted 10 298, 775 67 10,604 , 555 68 Temporarily restricted 25 630,186 68 2 , 278,593 W Permanently restricted 15,000 69 15 , 000

Organvations that do not follow SFAS 117, check here ~ El and complete lines 70 through 74

70 Capital stock, trust principal, or current funds 70 _ 77 Paid-in or capital surplus, or land, building, and equipment fund 71

72 Retained earnings, endowment, accumulated income, or other funds 72

73 Total net assets or fund balances (add lines 67 through 69 or lines 70 through 72, column (A) must equal line 19, column (B) must equal line 21) 35, 943, 961 73 12,898, 148

74 Total liabilities and net assets/fund balances add lines 66 and 73 37, 817, 256 74 30,258, 131

Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization How the public perceives an organization in such cases may be determined by the information presented on its return Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organizations programs and accomplishments

BAA

TFFA0104 0127J03

Form990 2002 Catholic 'Charities, U S A 53-0196620 Page a

Reconaliation of Revenue per Audited + LPL=B" Reconciliation of Expenses per Audited Financial Statements with Revenue Financial Statements with Expenses per Return (See instructions ) per Return

a Total revenue, gains, and other support a Total expenses and losses per audited per audited financial statements ~ a 13, 361, 132 financial statements ~ a 36 406,945

b Amounts included on line a but b Amounts included on line a but not not on line 12, Form 990 on line 17, Form 990

(I) Net unrealized (1) Donated sew gains on ices and use investments $ -7 532 of facilities $

(2) Donated sew (2) Prior year adjust ices and use menu reported on of facilities $ line 20, Form 990 $

(3) Recoveries of poor (3) Losses r ep orted 990 n $ year grants $ line 20, F

(4) Other (specify) (4) Other (specify)

--------$ ---------$

Add amount on lines (1) through (4) wb -7 , 532 Add amounts on lines (1) through (4) ~ b

c Line a minus line b w c 13, 368, 664 c Line a minus line b ~ c 36, 406, 945

d Amounts included on line 12, d Amounts included on line 17, Form 990 but not on line a . Form 990 Gut not on line a .

(1) Investment expenses (1) Investment expenses not included an line not included an line 6b, Form 990 $ 6b, Form 990 $

(2) Other (specify) (2) Other (specify) s

Add amounts on lines (1) and (2) ~ d Add amounts on lines (1) and (2) ~ d

e Total revenue per line 12, Form e Total expenses per line 17, Form 990 line c lus line d ~ e 13,368,664 990 line c plus line d) ~ e 36,406,945

Pa List of Officers Directors , Trustees and Ke Em to ees ist each one even it not com ensated, see instructions (B) Title and average hours (C) Compensation (D) Contributions to (t7 Expense

(A) Name and address per week devoted (if not paid, employee benefit account and other to position enter -0-) plans and deferred allowances

compensation

Rev J Bryan-Hehir Alexandria, VA

President 40+ 96 092 4,698 0

Rev Michael Driscoll Alexandria, VA

Ep iscopal Liaison, " 0 0 0

J Thomas Mullen Alexandria, VA

Chair, " 0 0 0

Arnold Andrews Alexandria, VA

Vice Chair , ' 0 0 0

Rosalinda Lopez_-_--__-_ Alexandria VA

Secretar y, 0 0 0

---------------------- See List of Officers, Etc Statement --------------------- 0 0 0

75 Did any officer, director, trustee, or key employee receive aggregate compensation of more than $100,000 from your organization and all related organizations, of which more than $10,000 was provided by the related organizations ~ E] Yes X~ No

If 'Yes,' attach schedule - see instructions Form 990 (2002) BAA

Yes

80a Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc, to any other exempt or nonexempt organization?

b If 'Yes,' enter the name of the organization " Roman-Cathol 1 C ChurCh and check whether it is 0 exempt or nonexempt

81 a Enter direct or indirect political expenditures See line 81 instructions I 81 al 0 b Did the organization file Form 1120-POL for this year

82 a Did the or ganization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than (air rental value'

b If 'Yes,' you may indicate the value of these items here Do not include this amount as revenue in Part I or as an expense in Part II (See instructions in Part III )

88 At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections 301 7701 2 and 301 7701-3 7 If 'Yes,' complete Part IX

89a 501(c)(3) organizations Enter Amount of tax imposed on the organization during the year under section 491 I " 0 , section 4912' 0 , section 4955 ~

c Enter Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 ~ 0

d Enter Amount of tax on line 89c, above, reimbursed by the organization ~ 0 90a List the states with which a copy of this return is filed - N/A

b Number of employees employed in the pay period that includes March 12, 2002 (See instructions ) 90b 60

91 The books are in careof- Catholic Charities ---_---- Telephone number " (703) 549-1390 Lowtedat " 1731- -K-in ~-Street,-Alexandria,-VA

- - - - - - - - - - - - - - - - - - ziP+a- 22314 ~--~

------------------ ---------.LJ 92 Section 4947(a)(7) nonexempt charitable trusts filing Form 990 in lieu of Farm 1041- Check here

and enter the amount of tax exempt interest received or accrued during the tax year ~~ 92 BAA Form 990 (2002)

TEEA0105 01(17/03

Form

76 Did we organization engage in any activity not previously reported to the IRS If 'Yes,' attach a detailed description of each activity

77 Were any changes made in the organizing or governing documents but not reported to the IRS If 'Yes,' attach a conformed copy of the changes

78a Did we organization have unrelated business gross income of $1,000 or more during the year covered by this return b If 'Yes,' has it filed a tax return on Form 990-T for this year

79 Was there a liquidation, dissolution, termination, or substantial contraction during the years If 'Yes,' attach a statement

83a Did the organization comply with the public inspection requirements for returns and exemption applications 83a X b Did we organization comply with the disclosure requirements relating to quid pro quo conlributions7 83b X

84a Did the organization solicit any contributions or gifts that were not tax deductibles BOa

b If 'Yes,' did the oryanizalion include with every solicitation an express statement that such contributions or gifts were not tax deductible

85 501(c)(4), (5), or (6) organizations a Were substantially all dues nondeductible by members b Did the organization make only in house lobbying expenditures of $2,000 or less

If 'Yes' was answered to either 85a or 85b, do not complete BSc through 85h below unless the organization received a waiver for proxy tax owed for the prior year

c Dues, assessments, and similar amounts from members d Section 162(e) lobbying and political expenditures e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices ( Taxable amount of lobbying and political expenditures (line BSd less 85e) g Does the organization elect to pay the section 6033(e) tax on the amount on line BSf7

h If section 6033(exlxA) dues notices were sent, does the organization agree to add the amount an line 85f to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures far the following tax years

86 SOI(c)(n organizations Enter a Initiation fees and capital contributions included on line 12 1 86al

b Gross receipts, included on line 12, for public use of club facilities 86b N / 87 501(c)(12) organizations Enter a Gross income from members or shareholders I 87al N/

b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them )

b SOI(c)(3) and 501(cJ(4) organizations Did the organization engage in any section 4958 excess benefit transaction during the year or did it became aware of an excess benefit transaction from a prior years If 'Yes,' attach a statement explaining each transaction

Note Enter gross amounts unless otherivise indicated

93 Program service revenue a Registration/workshop fees to Publications c Other d e ( Medicare/Medicaid payments g Fees 8 contracts from government agencies

94 Membership dues and assessments 95 Interest on sarongs 8 temporary cash invirints 96 Dividends & interest from securities 97 Net rental income or (lass) from real estate

a debt financed property b not debt-financed property

98 Net rental income or (loss) from pers prop 99 Other investment income

100 Gain or (loss) from sales of assets other than inventory

101 Net income or (lass) (ram special events

102 Gross profit or (loss) from sago of inventory

103 Other revenue a

(C) Exclusion code code I Amount

d e

104 Subtotal (add columns (B), (D), and (E)) 105 Total (add line 104, columns (B), (D), and (E)) ate Line 105 olus line Id . Part 1 . should equal the amount on line

Line No . Explain how eof the organize

93a Workshops inform th

93bCCUSA new r these services

anu lulu

omplishment of

Subsidiarie (B)

Percentage of nershio interest

(C)

Nature of activities

(A)

Name, address, and EIN of corporation, partnership, or disregarded entity

instructions

a Did the organization, during the year, receive ary lands, directly or indirectly, to pay b Did the organization, during the year, pay premiums, directly or inc Note . If 'Yes' to !b). ale Form 8870 and Form 4720 (see instructions)

J ' 1_-YXX1(~N name and title

'I C LanRan Assoc 2900 South C Arlineton

C PfF Pall Prepare, s

Pre- signature

pafBr'S F .rtns name (or yours if use sellem0loyad)

Only Z~P,u4 and ea4

Form 990 53-0196620 Pa9s

12,513,o r 514 (D) Related or exempt

Amount function income

ies to the Accomplishment of Exempt Purposes (See instructions) which income is reported in column (E) of Part VII contributed importantly to the accomplishment purposes (other than by providing funds for such purposes)

to the instructions N

(D) (E)

Total End

of year

income assets

Please Sign s�na of Here ~ / I

Total number of others receiving over -fir, ~ pr; . t 850,000 for professional services WI NONE ~"~1

1111104"- '

BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-EZ Schedule A (Form 990 or 990 EZ) 2002

TEEA0401 OIIDl03

' Organization Exempt Under °"'B"°'~°°"' SCHEDULE A (Form 990 or 990-E~ Section 501(cx3)

(Except Private Foundation) and Section 501(e), 501(o, 501(k), 501(n), or Section 4947(a)(1) Nonexempt Charitable rust

-oO- 1 1

Supplementary Information - (See separate instructions ) D~e al ~Re.enue~5ervace ~ ~ MUST be completed by the above organizations and attached to their Forth 990 or 990-EZ Name of the arpanuraGOn Employer identification number

fothnl,~ fV,nr,},u< II C 0 S1 _niocc,)n

(See instructions List each one If there are none, enter 'None')

(a) Name and address of each (b) Title and average (c) Compensation toemploVeenbenetit

(e) Expense employee paid more hours per week r account and other

than 50,000 devoted to plans and deferred $ position allowances

Sharon DalY____--____--___- ,I

Alexandria . VA ]VP iranflormineSocial PO1 ~~A0+1 92 .204 I 16 .061 I 0

Thomas Ulrich

Robert _Key es -_-_--___

Alexandria . VA ]VP . Admin and Ftnanc(40+1 85 .000 16 .988 I 0

John KeiOtley___-____---_--

Ruth Dalessandri

Alexandria, VA vP,Em powering Serv,cesl0+ 84,229 13,733

Total number of other employees paid over $50.000 li~ 11

f) Compensation of the Five Highest Paid Independent Contractors for Professional Services (See instructions List each one (whether individuals or firms) If there are none, enter 'None ')

(a) Name and address of each independent contractor paid more than $50,000 (b) Type of service (c) Compensation

NONE

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

n ties . U S A

Statements About Activities see instructions) No

3 Does the organization make grants for scholarships, fellowships, student loans, etc (See Note below )

4 Do you have a section 403(b) annuity plan for your employees

Note Attach a statement to explain how the organization determines that individuals or 4 grants or loans from d in furtherance of its charitable programs 'qualify' to receive Paym

Reason for Non-Private Foundation Status (See instructions )

receiving

Provide the following information about we

(b) Line number from above (a) Name(s) of supported organization(s)

14 FlAn organization organized and operated to test for public safety Section 509(a)(4) (See instructions )

gAA TEEnoaoz MOM Schedule A (Form 990 or Form 990-EZ) 2002

1 During the year, has the organization attempted to influence national, state, or local legislation, including any attempt to influence public opinion on a legislative matter or referendums If 'Yes,' enter the total expenses paid or incurred in connection with the lobbying activities ~ $ 176 .829 (Must equal amounts on line 38, Part VI-A, or line i of Part VI B )

Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI A Other organizations checking 'Yes,' must complete Part VI-B AND attach a statement giving a detailed description of the lobbying activities

2 During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any substantial contributors, trustees, directors, officers, creators, key employees, or members of then families, or with any taxable organization with which any such person is affiliated as an officer, director, trustee, majority owner, or principal beneficiary (II the answer to any question is 'Yes,' attach a detailed statement explaining the transactions )

a Sale, exchange, or leasing of property

b Lending of money or other extension of credit

c Furnishing of goods, services, or facilities See Part V . Form 990

d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)

e Transfer of any part of its income or assets

The organization is not a private foundation because it is (Please check only ONE applicable box )

5 X A church, convention of churches, or association of churches Section 170(b)(1)(A)(t) 6 A school Section 170(b)(1)(A)(i) (Also complete Part V ) 7 A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(w) 8 I I A Federal, state, or local government or governmental unit Section 170(b)(1)(A)(v)

9 ~ A medical research organization operated in conjunction with a hospital Section 170(b)(1)(A)(ui) Enter the hospital's name, city,

and state 10 n M organization operated for we benefit of a college or university owned or operated by a governmental unit Section 170(b)(1)(A)(rv)

(Also complete the Support Schedule in Part IV A )

11 a F An organization that normally receives a substantial part of its support from a governmental unit or from the general public Section 170(b)(1)(A)(vp (Also complete we Support Schedule in Part IV-A )

11 b F1 A community trust Section 170(b)(1)(A)(vp (Also complete the Support Schedule in Part IV A )

12 An organization that normally receives (1) more than 33.1/3°/. of its support from contributions, membership fees and gross receipts from activities related to its charitable, etc, functions - subject to certain exceptions, and (2) no more than 33-113% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 See section 509(a)(2) (Also complete the Support Schedule in Part IV-A )

13 ~ An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in (I) lines 5 through 12 above, or (2) section 501(c)(4), (5), or (6), if they meet the test of section 509(a)(2) (See section 509(a)(3) )

(Complete only it you checked a box online 10, 11, or 12 ) Use cash method of accounting

Calendar year (or fiscal year ~I (a) ( (b) I (c) I (d) I (e) beginning in) 2001 2060 1999 1998 Total

77 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's

cross income from interes4 arviaenas, amounts received from payments on securities loans (section 512(ax5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organ

19 Net income tram unrelated business activities not included in line 18

20 Tax revenues levied for the organization's benefit and either paid to d or expended on its behalf The value of services or facilities furnished to the organization by a governmental unit without charge Do not include we value of services or facilities generally furnished to the public without charge Other income Attach a schedule Do not include gain or (loss) from sale of capital assets

24 Line 23 minus tine 1 ;

26 Organizations descnbed on lines 10 or 11 a Enter 2% of amount in column (e), line 24 b Prepare a list for your records to show the name of and amount conlnbuled by each person (other than a governmental unit or publicly

supported organization) whose total gifts tar 1993 through 2(101 exceeded the amount shown in line 26a Do not file this list with your return Enter the total of all these excess amounts 126b

c Total support for section 509(a)(1) test Enter line 24, column (e) d Add Amounts from column (e) for lines 18 79

22 26b e Public support (line 26c minus line 26d total)

26e (numerator) divided by line 26c Organizations described on line 12

a For amounts included in lines 15, 16, and 17 that were received horn a 'disqualified person,' prepare a list for your records to show the name of, and total amounts received in each year from, each 'disqualified person ' Do not file this list with your return . Enter the sum of such amounts for each year (2001)

------------ (2000)------------ (1999)------------ (1998)-------------bFor any amount included in line 17 that was received from each person (other than 'disqualified persons), prepare a list for your records to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000 (Include in the list organizations described in lines 5 through 11, as well as individuals ) Do riot file this list with your return After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year (2001)

------------ (2000)------------ (1999)------------ (1998)

-------------c Add Amounts from column (e) for lines 15 16

21 20 17

28 Unusual Grants For an organization described in line 10, 11, or 12 that received any unusual grants during 1998 through 2001, prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant Do not file this list with your return Do riot include these grants in line 15

BAA Schedule A (Form 990 or 990 EZ) 2002 TEEA0403 08117l02

Note

d Add Line 27a total and line 27b total e Public support (line 27c total minus line 27d total) f Total support for section 509(a)(2) test Enter amount horn line 23, column (e) - 27f g Public support percentage (line 27e (numerator) divided by line 27t (denominator)) h Investment income oercentaae (line 18, column (e) (numerator) divided by line 27( (donor

Schedule A(Form990or990ED2002 Catholic Charities . U S A 53-0196620 Page 4

N/A Yes No

the box on line 6 in Part M (fo be completed ONLY by

---------------------------------------------------------

34a Does the organization receive any financial aid or assistance from a governmental agency

b Has the organization's right to such aid ever been revoked or suspended If you answered 'Yes' to either 34a or 6, please explain using an attached statement

35 Does the organization certify that it has complied with the applicable requirements of sections 4 01 through 4 OS of Rev Proc 75 50, 1975 2 C B 587, covering racial

TEE40707 01/7aN3 or BAA

29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, other governing instrument, or in a resolution of its governing body

30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures, catalogues, and other written communications with the public dealing with student admissions, programs, and scholarships

31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no solicitation program, in a way that makes the policy known to all parts of the general community it serves If 'Yes,' please describe, if 'No,' please explain (If you need more space, attach a separate statement )

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

32 Does the organization maintain the following a Records indicating the racial composition of the student body, faculty, and administrative staff?

b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory 6asis7

c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student admissions, programs, and scholarships

d Copies of all material used by the organization or on its behalf to solicit contributions

It you answered 'No' to any of the above, please explain (If you need more space, attach a separate statement )

--------------------------------------------------------- ---------------------------------------------------------

33 Does the organization discriminate by race in any way with respect to

a Students' rights or prrvileges7

b Admissions policies

c Employment of faculty or administrative staff?

d Scholarships or other financial assistance

e Educational policies

f Use of faalities7

g Athletic programs

h Other extracurricular activities?

If you answered 'Yes' to any of the above, please explain (If you need more space, attach a separate statement )

--------------------------------------------------------- ---------------------------------------------------------

Lobbying Expenditures During 4-Year Averaging Period

(b) I W I (d) 2002 2001 2000 1999 Total

50 Grassroots lobbying

dic Charities complete Part VI A) (See instructions )

reec0405 08112102

ileA (Form 990or990E 2002 Catholic Charities, U S A 53-0196620 Pa lly Lobbying Expenditures by Electing Public Charities (See instructions )

(To be completed ONLY by an eligible organization that filed Form 5768) N/A a if the organization belongs to an affiliated group Check - b if you checked 'a' and 'limited control' provisions app ly

Limas on Lobbying Expenditures Affiliated group to be completed totals for ALL electing (The term 'expenditures' means amounts paid or incurred ) �� ,n�� afi��,~

36 Total lobbying expenditures to influence public opinion (grassroots lobbying) 36 37 Total lobbying expenditures to influence a legislative body (direct lobbying) 37 38 Total lobbying expenditures (add lines 36 and 37) 38 39 Other exempt purpose expenditures 39 40 Total exempt purpose expenditures (add lines 38 and 39) 40 41 Lobbying nontaxable amount Enter the amount from the following table -

If the amount on line 40 is - The lobbying nontaxable amount is -Not over $500,000 20% of the amount on line 40 Over (5(10,000 but not aver =1,000,000 f1(p,IXp plus 15% of the rxcess over $0,000 Over $1,000,(100 but not over $1,5(10,0(10 $175,000 plus 10% of the excess over $1,000,000 41 Over 51,5(q,000 Gut not over j17,000,000 $225,000 plus SYo of the excess ever =1,5(10,000 Over $17,000,000 $1,000,000

42 Grassroots nontaxable amount (enter 25% of line 41) 42 43 Subtract line 42 from line 36 Enter 0 d line 42 is more than line 36 43 44 Subtract line 41 from line 38 Enter 0- if line 41 is more than line 38 44

Caution I/ there is an amount on either line 43 or line 44 . you must file Form 4720

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below

See we instructions for lines 45 through 50 )

Calendar year (or fiscal year beginning m)

45 Lobbvina nontaxable

46 lobbying ceiling amount (150Yo of line 45(e))

47 Total lobbying

48 Grassroots non-taxable amount

49 Grassroots ceiling amount

During the year, did the organization attempt to influence national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of Yes No Amount

a Volunteers X b Paid staff or management (Include compensation in expenses reported on lines c through h ) X " t . c Media advertisements X d Mailings to members, legislators, or the public X 130 , 813 e Publications, or published or broadcast statements X t Grants to other organizations for lobbying purposes X g Direct contact with legislators, then staffs, government officials, or a legislative body X 38 , 780 h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means ~ X ~ ~ 7, 236 i Total lobbying expenditures (add lines c through h ) 176 : 829

If 'Yes' to any of the above, also attach a statement giving a detailed description of the lobbying activities BAA Schedule A (Form 990 or 990 EZ) 2002

, Form 990 or 990-EZ) 2002 Catholic Charities, U S A 53-0196620 Page 6 information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (See instructions)

,Torting organization directly or indirectly engage in any of the following with any other organization described in section 501 (c) 51 Did the re e of the Co e (other than section 501 (c)(3) organizations) or in section 527, relating to political organizations7

a Transfers from the reporting organization to a noncharitable exempt organization of Yesj No (i)Cash 51 a (i) X (Pi)Other assets a (n) X

b Other transactions (QSaIes or exchanges of assets with a noncharitable exempt organization b (i) X (ii)Purchases of assets from a noncharitable exempt organization b Vi) X (m)[Rental of facilities, equipment . or other assets b Chi) X Civ)IReirribursement arrangements b Qv) X (v)Loans or loan guarantees b (v) X (vi)Performance of services or membership or fundraising solicitations b (vi) X

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees c X d If the answer to any of the above is 'Yes,' corn~lete the following schedule Column (b) should alwa s show the fair market value of the oods, other assets, or services given by t e reportin orc anization If the organization receiveyless than fair market value in anylransaction or sharing arrangement, show in column M f9e value of the goods, other assets, or services received

(a) (c) (d) Line no Amounitbinvolved Name of noncharitable exempt organization Desuiption of transfers, transactions, and sharing arrangements

52a Is the organization directly or indirectly affiliated with, or related to, one or more tax exempt organizations described in section 501 (c) of the Code (other than section 501 (c)(3)) or in section 5277 ~ E] Yes FXJ No

BAA TEEADa06 08/12102 Schedule A (Forrin 990 or 990-EZ) 2002

Public Securities

Gross Sales Price

Nonpublic Securities

Date Acquired Date Sold Gross and Method and to Whom I Sales Price Description

------------ ------------------------- ----------

Total Securities 38,353,517 38,701,686

Gain or (Loss) from Sale of Securities -348,169

Part 1, Line 8, Column (B) Other Assets

----------- I --------- I --------- Depreciation Basis

TEEVM201 SCR 0 1 r23103

Form 990 Schedule of Gains and Losses from 2002 Line 8(A) and 8(B) Sale of Assets Other than Inventory

Statement Attach to return

Name fication Number Catholic Charities, U S A

Part 1, Line 8, Column (A) Securities

Description

Publicly Traded Securities

Basis

- - - - - - - - - - - - - - - I - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - - I - - - - - - - - - -- - - - - - - - -

- - - - - - - - - - - - - - - I - - - - - - - - - I - - - - - - - - -

Basis

Cost, other basis or FMV when donated (State which on top)

-----------

------------

------------

Date Acquired Date Sold Gross Description I and Metho I I Sales Price

----------- I --------- I --------- ----------- I --------- I --------- ----------- I --------- I ---------

Cost, other basis or FMV when donated

Cost

Cost Depreciation Basis Donation FMV Cost Depreciation Basis

Total Other Assets

Gain or (Loss) from Sale of Other Assets

I

Form 990, Page 3, Part IV, Line 54 Investments - Securities Statement

Beginning End of of Year Year

1,418,689 2,282,253 5,417,952 10 174 035

0 100,725

6,836,641 12 ~557 .013

IbI Accumulated Book Value (c Depreciation I

Total

C . atholic Charities, U .S A 53-0196620

Form 990, Page 2, Part 11, Line 43 Other Expenses Stmt

(A) (B) P (D) Other expenses not Total Program Management Fundraising covered above (itemize) services and cieneral

Advertising and promotion 53,769 43,042 3,596 7, 131 Miscellaneous 31,116 12,363 11,774 6,979

Total 84,885 ~55 405 ____L5, 3 7 0 ~14 110

Line 54 - Investments - Securities :

Equities U S Government obligations and cor Certificates of deposit

Total

Form 990, Page 3, Part IV, Lines 55a & 55b Investments - Land, Buildings and Equipment Statement

(a) Cost/Other

Basis

I 2

Itil Accumulated Book Value (c Depreciation I

1

595,903 644,212

Form 990, Page 4, Part V List of Officers, Etc . Statement

0 1 0 1 0

Catholic Charities, U S A 53-0196620

Form 990, Page 3, Part IV, Lines 57a & 57b Land, Buildings and Equipment Statement

Land Building-condominium units Building improvements Equipment and software Furniture and fixtures Less Accumulated depreciation

-Acquisitions of property and equipment are recorded at cost

and depreciated using the straisht line depreciation method Depreciation is provided over the estimaced useful lives o

assets which range from - 40 years Building improvements

are depreciated on a straight-line basis over the lesser

of the remaining life of the buildingor estimated useful

life of the Improvement L,aseh .ld improvements are a.o,t

on a straight-line basis over the lesser of five years or

of the lease agreement CCUSA capitalizes all property

and eauiriment aurchased with a cost of S5 000 or more

Total

Form 990, Page 3, Part IV, Line 65 Other Liabilities Statement

Line 65 - Other Liabilities :

ensa

Total

(a) Cost/Other

Basis

0

2 ~515,834 ~745 925 1 ~769 .909

Beginning End of of Year I Year

136,388 204,074 155 .987 130.837

(A) (B) (C) (D) (E) Name and address Title and Compensation Contributions Expense

average hours per (if not paid, to employee account week devoted enter -0-) benefit plans and other to position and deferred allowances

compensation

Alexandria . VA ITreasurer . * 0

Alexandria . VA I Board Member '

datholic Chanties, U,S A 53 0196620 3

Form 990, Page 4, Part V Continued List of Officers, Etc . Statement

(A) Name and address

(B) P (D) (E) Title and Compensation Contributions Expense

average hours per (if not paid, to employee account week devoted enter -0-) benefit plans and other to position and deferred allowances

compensation

David Tomes Alexandria, VA Board Member, 6

0 0 0 Steven P Bresnahan Alexandria, VA BoardMember, *

0 0 0 Janet Valente Pape Alexandria, VA Board Member, *

0 0 0 John L Young Alexandria, VA Board Member, *

0 0 0 Richard Mockler Alexandria, VA Board Member, *

0 0 0 Sister Rose Logan Alexandria, VA Board Member, *

0 0 0 Si ster Li nda Ann Cahill Alexandria, VA Board Member, *

0 0 0 Kathleen Walsh Alexandria, VA Board Member, *

0 0 0 Joseph F Duffy Alexandria, VA Board Member, *

0 0 0 Draython Savol Alexandria, VA Board Member, *

0 0 0 Sister Teresa Auad Alexandria, VA Board Member, *

0 0 0 Chris Kazen Attal Alexandria, VA Board Member, *

0 0 0 Ronald P Laurent Alexandria, VA BoardMember *

0 0 0 Anna M Babin Alexandria, VA Imm PastChair '

0 0 0 Margaret Hanson Alexandria, VA BoardMember, *

0 0 0 Rev Michael Place Alexandria, VA Participating Observe

0 0 0

(E) Expense account and other allowances

(A) Name and address

(C) Compensation

(if not paid, enter -0-)

(D) Contributions to employee benefit plans and deferred compensation

Part?ctpatini; Observe

Total

surrounding human services information and education services 93c other revenues relate to various social services performed by crilrA

In particular, this revenue stream consists of honorariums presented to CCUSA senior staff in conjunction with speaking engagements and training

94 Membershipdues - CCUSAdues are received in return for membership benefits and prograM5 which constitute the basis for the organization's exemption These programs are described in Part III of this return

~athohc Charities, U S A

Form 990, Page 4, Part V List of Officers, Etc. Statement

ndri

*Time is devoted by indi~idual on an as needed basis

53-0196620

(B) Title and

average hours per week devoted to position

Continued

0 0 0

Form 990, Page 6, Part Vill Relationship of Activities to the Accomplishment of Exempt Purposes Statement

Line Explain how each activity for wh)ch)ncome is reported in column (E) of Part VII contributed Number importantly to the accomplishment of the organization's exempt purposes (other than by

T providing funds for such purposes)

-7,532

Form 990 p 2/Line 22 column (B)

Description Amount

General Disaster Fund (disbursed throughout 2003) CFS-Sioux Falls, SD CC-Miami, FL CC-Washington, DC CC-Ogdensbur , NY CCC-Richmond, VA Diocese of Belleville, IL CSS-Dodge City, KS CC-Gallup, NM CSS-Phoenix, AZ CC-Pueblo, CO CC-Colorado Springs, CO CC-Crookston, MN CC-Austin, TX CSS-Corpus Christi, TX CC-St Paul, MN CSS-Raleigh, NC CC-San Antonio, TX CCBI-Superior, WI OSC-Owensboro, KY Diocese of Lafayette, LA CSS-Houma, LA Diocese of Savannah, GA Diocese of Lake Charles, LA CSS-Corpus Christi, TX Prince of Peace-Farrell, PA CSS-Agana, Guam CC-Knoxville, TN CC-Baton Rouge, LA

10

10 000

10,000

10,000

10,000

10,000

10 000

10,000

412,000 285,581 98,040

776,000 396,141

2-,9-1-8,06-6-936,800 250,000 363.072

CC-Brooklyn, NY (Jan 2003) CC-New York, NY (Jan and Apr 2003) CC-Trenton, NJ (Jan and Feb 2003) CC-Perth Amboy, NJ (Feb and Jun 2003) CC-Camden, NJ (Feb 2003)

CaAholic Charities, U S A 53 0196620

Supporting Statement of:

Form 990 p I/Line 20

Description

Total

Supporting Statement of .

Amount

-7

Terrorist Attack Fund (funds dis

MA (Jan . Jul and Nov

an

10,000 10 000

10,000

10,000

10,000

10,000

LLb-jaCK5OnVILLe, I-L CCB-Superior, WI CCC-Richmond, VA CC-Honolulu, HI MCUS-Norwich . CT LLM-~,L LOU15, MU CCH-St Petersburg, FL CCH-Youngstown, OH CCS-Newark, NJ CFS-Amarillo, TX CC/CCFS-St Cloud, MN CHS-Houma, LA CSS-Barrigada Heights, Guam CSS-Covington, KY CSS-Fall River, MA CSS-Wilkes-Barre, PA CC-Rochester, NY St Martin Center, Erie, PA CC-Bloomfield, CT CCCS-New York, NY rr-P .t .rcnn NT

25,000

30,950 35,375 32,923

Catholic Cjharibes, U S A 53-0196620 6

Continued Supporting Statement of :

Form 990 p 2/1-ine 22 column (B)

Description Amount

CC-Newark, NJ (Feb 2003) 503,87 CC-Paterson, NJ (Feb and Nov 2003) 766,690 CSS-Fall River, MA (Feb, Jul and Dec 2003) 1 ~75 120 OCSA-Providence, RI (Feb 2003) 60,000 CC-Venice, FL (Feb 2003) 10,000 CC-Bridgeport, CT (Feb 2003) 300,000 CSS-Charlotte, NC (Mar 2003) 10,00-0-MUSI-Bloomfield (Hartford, CT) (Apr 2003) 160,000 CCEB-Oakland, CA (May 2003) 49,950 CSS-Atlanta, GA (Jul 2003) 4 000 CC-Albany, NY (Jul 2003) 156,954 CC-Wilkes Barre, PA (Aug 2003) 170 000 CC-Honolulu, HI (Aug 2003) 16,829 CURC-Hicksville, NY (Sep 2003) 1,220,768

Various Housing and Urban Development (HUD) Grants disbursed throughout 2003 Associatc! Catholic Charities 25,000 CC-Albany, NY 25,000 CC-Elmira, NY 25,000 CC-Gary, IN 25,000 CC-Hampton Roads (Virginia Beach), VA 26,000 CC-Kansas City, Springfield, MO 2,000 CC-LaCrosse, WI 2-510-0-0 CC-Oakland, CA 2-9-12-49 CC-Pueblo, CO 25 000 CC-Santa Rosa, CA 25,000 CC-Toledo, OH 29 249 CC-Venice, FL 25 000

Continued

Form 990 p 2/1-ine 22 column (B)

Amount Description

CC-Washington, DC 9,000 MCUS-Norwich, CT 9,500 CCS-Newark, NJ 9,500 CC-New Haven, CT 15,600 Various recipients from the Combined Federal Campaign etc 574, 878

9/11 Terrorist Attack Fund (Accrued at Dec 31 2002) CC-Arlington, VA 543,000 CC-Springfield, MA 214,419 CUS-Norwich, CT 146,960 CC-Washington,DC 194,000 CC-Boston, MA 594,213 CC-Brooklyn, NY 3,323,286 CC-New Yor ,N~ 2,588,100 CC-Trenton,

j 1,375,200

CC-Metuchen (Perth Amboy, NJ) 250,0DO CC-Camden, NJ 1,009,608 CC-Newark, NJ 1,170,814 CC-Patterson, NJ 1,400,820 CSS-Fall River, MA 76,280 CC-Bridgeport, CT 450,000 CCEB-Oakland, CA 2-4-0100-0 CURC-Hicksville, NY 1,831,1SI

29, 188,542

Supporting Statement of

Member Serw ces - Expenses incurred to support CCUSA mpribers 1 -1, j 1)

Catholic Charities, U S A 53 0196620

Supporting Statement of .

Various recipients from the Comb)ned Federal Campaign, etc (Accrued at Dec 31, 2002)

Total

188,679

Form 990 p 2/Grants & Allocations-e

Description Amount

Housing and Other Federal Grants - CCU5A applies for Federal grants on behalf of the local agencies that want to participate in the programs Specific grants vary In 2002 the largest grants were those supporting Hou5ing Coun5eling and a special 9/11/01 grant 977, 281

Member Agencies' Support - CCUSA provides fund,ng to member a~gercies through participation in the Combined Federal Campaign (CFQ 564,226

Other Programs - Distributions and expenses of othe, prograr,5 generally

are for the Campaign for Love and Justice This campaign has been a

CCUSA focu5 area for several ye2rs as a result of CCUSA' s Vi si on 2000 Obj ect I ~es i nc I ude expanding the capac i ty of CCUSA'

National Service Center to support the work of local and regional Catholic Charities organizations 78 720

Catholic Charities, U S A 53-0196620 8

Continued

Total 825,907

Supporting Statement of :

Form 990 p 2/Grants & Allocations-e

Description Amount

Total 1,620,427

Supporting Statement of,

Form 990 p 2/Other Program Service Exp

Description Amount

Housing and other Federal Grants 1,262,035 Member Agencies' Support 564,226 Other Programs 797,878 Member Services 698,408

Total 3,322, 547

Supporting Statement of.

Form 990 p 3/Line 64b, column (B)

Description Amount

CCUSA financed the acquisition of two condominium units used fo, 825,9 its pri nci pal of f i ce space on August 3, 1999 T~e term was for five years with a fixed interest rate of 6 87%for the first three years and a variable interest rate, ad]usted monthlv based on an index rate DIUS 1% . for the last two vears

Catholic charities orgamzed to provide a forum for discussing the application of Catholic throught in the field of social welfare and to stimulate appropriate action

1, ,

Catholic Charities, U S A 53-0196620

EcmjMT 2 ExeTpIpurkase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Senior staff participates in a variety of venues in support of issues deemed to be worthy of advocacy Generally,

the participation is at the request of the coordinator, as a knowledgeable source of information on the topic of

discussion

Catholic Charities, U S A 53-0196620

~~h A,~ 9~O_R 5 : Part VI-B, Line d Amount - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Mailings consist of a brief section in the quarterly pubhcation, Charities USA, principally for members Other communications include advofax transmissions on a variety of topics relevant to legislative initiatives

~~h A, 9 5 * P art e g j~n o iqt ..............................

Direct contact is for the purpose of ensuring that Catholic Charities USA views on issues of concern to our members are communicated for consideration when legislative positions are being taken and votes are upcoming The efforts focus on encouraging Congress on specific legislation as well as advocating on issues

~~h A, 9902 L P~ ~q-BJ~Iule~A9~01V - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

FIFZ0501 07125102

Application for Extension of Time to File an Form8868 Exempt Organization Return (Dec.mber 2M) OMB No 1545 1709

Noartm .nt of *. Tren.ry Internal Revenue service File a separate application for each return " If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box 11~ FX1 " If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part 11 (on page 2 of this form) Note . Do not complete Partiffunlessyou have already been granted an automatic 3-moryth exlension on apreviously riled Form 83M.

I&IH Automatic 3-Month Extension of Time- Only submit original (no copies needed) Note : Fort" 99&rcorporalllons requesting an automatic 6-month extension - check this box and complete Part / only 10~

All other co orations (including orm 0. 'lers in use Form 7004 to request an extension of time to file income tax returns Partnerships,

REMICs anTitrusts must use Form 8736 to Crequest arl"extension of time to rile Form 1065, 1066, or 7041 Name of Exempt organization Employer Identification number

Type

or Catholic Charities, J S A 5-3 L) 1"t 6 6 2Z pin n le by the R;~iber street and room or suite number it a P 0 box see nstructiom

due date for filing your 1731 King Street, #200 return See City, txvri or post office For a foreign addrew see instructions state ZIP code instructions

Alexandria VA 22314-2756 Check type of return to be filed (file a separate application for each return)

Form 990 Form 990-T (corporation) Form 4720 Form 990-BL Form 990-T (Section 401 (a) or 408(a) trust) Form 5227 Form 990-EZ Form 990 T (trust other than above) Form 6069 Form 990 PF Form 1041 A I Form 8870 If the organization does not have an office or place of business in the United States, check this box If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) _ If this is for the whole group, check this box fe' 11 If it is for part of the group, check this box 0 and attach a list with the names and EINs of all members the extension will cover

I I request an automatic 3 month (6-month, for 990-T corporation) extension of time until Aug 15 .20 03 to file the exempt organization return for the organization named above The extension is for the organization's return for fe~ N calendar year 20 02 or le~ tax year beginning 20 _, and ending 20

2 If this tax year is for less than 12 months, check reason 11 Initial return Final return Change in accounting period

3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions

b If this application is for Form 990 IPF or 990-T, enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credit

c Balance Due Subtract line 31b from line 3a Include/ouerralagirlawth tl,,s form, or, if required, deposit with FTCi coupon or, if required, by using EFTPS

(Sectronc ed ax P yment ystem) See instructions

Signature and Verification Under penalties of penury I declare that I have examined this return including accompanying schadules and statements, and to (he best of my knoviedge and belief It is In.ni, correct and complete and that I am authohzedlo prepare this formi

s,gW"8thxe il~ , Twe I'* CPA Date

BAA For Paperwork Reduction Act Notice, see Instructions Form 11868 (12 2000)

Form 990 BL

c Balance due Subtract line 8b from m68a, ulte ocu r

en' h this 0

m, or, if required, deposit with FrD coupon or, if required, by usin E 'Wle,

'on FP,7, Mra

I TaZ,'Pay,,nt`System) See instructions $

Signature and Verification Under penalties of perjury I declare that I hinre examined this fonni, including accorripanying sd~dules and statements, and to the best Of mir, M"Iedge and belief, it is true, correct, and complete and that I am autuorized to prepare this form

- 61iywyllo~~ W L --- J We have not approved this application However, we have granted a 10-day grace period from the later of the date shown below or the

due date of the organization's return (including any prior extensions) This grace period is considered to be a valid extension of time for elections otherwise required to be made on a timely filed return Please attach this form to the organization's return

We have not approved this application After considering the reasons stated in item 7, we cannot grant your request for an extension of time to file We are not granting a 10 day grace period

We cannot consider this application because it was filed after the due date of the return for which an extenjyova d Other ()'XA

BY

,

C) I Director tNU3 %r7 bate

room, or

to" or

BAA Form 8868 (Rev 12 2000) FLFZ0502 I0/WQ2

Form 8868 . 022000) Catholic Charities, U S A 53-0196620 Pat e 22

9 if you are filing for an Additional (not automatic) 3-Month Extension, complete only Part 11 and check this box tX

Note . Only complete Part /l firyou have already been granted an automatic 3-month extension on a previously riled Form 8868

if you are filing for an Automatic 3-Month Extension, complete only Part I (on page 1) JIM Additional (not automatic) 3-Month Extension of Time - Must File Original and One Type or

C"ame of Exempt Organintion

print atholic Charities, U S A -019 Number streart. and room a, suite number If a P 0 box, sea instructions For IRS use

File le iilel'd due 12116 for filing the 11731 King Street, #200 return am City to,rn or past office $late and ZIP code For a foreign address am instructions InstriLctions I

Check type of return to be filed (file a separate application for each return) FX] For, 990 n Form 990 EZ F] Form 990 T (Section 401 (a) or 408(a) trust) [] Form 1041 A Form 5227 E]Form 8870

Stop Do not complete Pan 11 if you were not already granted an automatic 3-month extension on a previously filed Form 8868 - " If the organization does not have an office or place of business in the United States, check this box 1;70

" If this is for a Group Return, enter the organizations four digit Group Exemption Number (GEN) 0928 If this is for the whole group, check this box -F] If it is part of the group, check this box and attach a list with the names and EINs of all members the extension is for 4 1 request an additional 3-month extension of time until No~L 5 For calendar year 2002 , or other tax year begmrlwwr_~ 2~ and ending 20

0 Initial return Final return _'DEjange in accounting period 6 If this tax year is for less than 12 months, check reason 7 State in detail why you need the extension The information necessa U_jo rf tL t _g

- - T - I - - - - - - - - - - __2~jiL _ hf_ illn . . . . . . . . .

of-a-c~mpltt~~_~~r2cLilccurate-return-Ca~ not yttL ~t(j~ g~La .Lned_ -Once this information ___ is-made available, the-return will-be filed - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

8a If this application is for Form 990 EIL, 990-PF, 990 T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions

b If this application is for Form 990 PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credit and any amount paid previously with orm 8868

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