Ohe No 1545-0047

202 Open to Public

trements Inspection

Employ. Idmhficrton Nwnber

33-0794646 Telephone mamber

/0A01 7S7-1Sld

Under section 501(c),527,or4947(ax1)ofthelntemalRevenue Code (except black lung benefit trust or private foundation)

taboo may have to use a copy of this return to satisfy state reporting i Department of the Treasury Internal Revenue Servi¢ I ~ The

" Section 501(c)(3) organizations and 4947(a1(1) nonexempt chantable trusts must attach a completed Schedule A (Form 990 or 990-EZ)

10,

Organization type J m checkonl one a- X soi(c~ 3 - Gnrsenno) 0 4947(a)(1) or

K Check here a` if the organizations 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 B (Form 990, 990 F1, or 990-PF) lOb to line 12 ~ 1 L ~ I Revenue Expenses and Ghanaes in Net Assets or tuna esaiances (ti

1 Contributions, gifts, grants, and similar amounts received

a Direct public support 1 a

b Indirect public support 1 b

c Government contributions (grants) 1 d ~aotla

through nontasli $ 1 n iU (cash $ 2 Program service revenue including government fees and contrails (from Part VII, line 93)

3 Membership dues and assessments 4 Interest on savings nil to ' 5 Dividends and inter t frortu~ {VE6a

Gross rents V 6a

b Less rental expens ~ Nud 1 ,9. ZQO ~ 6b

c Net rental income o (I s) (subtract line 6b ~om 6a) 7 Other investmenti ome r

Sa Gross amount fro iA UT (A) Securities than inventory

b Less cost or other basis and sales expenses 8

c Gain or (loss) (attach schedule) d Net gain or (loss) (combine line 8c, columns (A) and (B))

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

reported on line 1 a) I 9 b Less direct expenses other than fundraising expenses c Net income or (loss) from special events (subtract line 9b from line 9a)

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

11 Other revenue (from Part VII, line 103) 12 Total revenue (add lines ld 2 3 4, 5 . 6c . 7 8d 9c, l Oc, and 17) 13 Program services (from line 44, column (B)) 14 Management and general (from line 44, column (C)) 15 Fundraising (ham line 44, column (D)) 16 Payments to affiliates (attach schedule) 17 Total expenses (add lines 76 and 44, column (A)) 18 Excess or (deficit) (or the year (subtract line 77 from line 12)

19 Net assets or fund balances at beginning of year (ham line 73, column (A)) 20 Other changes in net assets or fund balances (attach explanation)

A~q

M C'9

1 50 .991 N E r

Form 990(2002) ~n 1' ~~ V

BAA For Paperwork Reduction Act Notice, see the separate instructions rEEa0107L 09roW02

990 Return of Organization Exempt from Income Tax

A For the 2002 cater B Check if appl~We

X Address; change

Name change

Initral return

Fmal return

Amended realm

u Applicabon pending

IIRSI.b. CARITAS OF VISTA °' 38 DISCOVERY #250 '~s»° . IRVINE, CA 92618 Instruc In= bans F '.. `°'"'w `9 I Icasn IXlxoruai

I I Ocher (sDeafy)

X aMl are not appbca6le ro section 527 apanvaGars

H (a) Is this a group realm for aMiliates7 El Yea X No

H (b) 11 Yes enter number of affiliates le'

H (C) Are all affilates mcludM° ~ Yes F]No (II No aGach a Int See mrsVUCUOnrs )

H (d) Is ins a Separate return filed by an /7-7

o rpa naabon covered try a g rou p ruhnq'+ n yes JAI No

G m D

R E V E N u E

E z P E N s E s

Other

SEE STATEMENT 1

0 1,502,670

47,885

1,550,555 . 1,497,818

65 .818

-----------------------------------------------------(Grants and allocations $ )

b

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

(Grants and allocations $ ) c

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

(Grants and allocations $ ) d

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

e other program services ( Total of Program Servii

BAA TEEn0102L ov22103

Form990 2002) CARITAS OF VISTA 33-0794696 Pa q, Part II Statement of Functional Exp2505 All organizations mush complete column (A) Columns (B) . (C), and (D) are

required for section 501(c)(3) and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others

Do not mclide amounts reported on line ~A~ Total (B) Program (C) Management ~p~ Fundraising 66 86 96, 106 or 76 of Part I services and general

22 Grand and allocations (att sch) (cash $ non cash $ ) 22

23 Specific assistance to individuals (att sch) 23 24 Benefits paid to or for members (att sch) 24 25 Compensation of officers, directors, ett 25 26 Other salaries and wages 26 104,075 104,075 27 Pension plan contributions 27 28 Other employee benefits 28 44 , 211 . 44,211 29 Payroll taxes 29 10 , 790 . 16, 790 30 Professional fundraising fees 30 31 Accounting fees 31 23,227 23 227 32 Legal fees 32 239 239 . 33 Supplies 33 8 , 089 8 , 089 34 Telephone 34 1,914 1 919 35 Postage and shipping 35 1 112 1 112 36 Occupancy 36 1 , 00 3 839 1 , 003 , 839 37 Equipment rental and maintenance 37 3,120 . 3, 120 38 Printing and publications 38 39 Travel 39 1 , 471 1 971 40 Conferences, conventions, and meetings 40 41 Interest 41 42 Depreciation, depletion, etc (attach schedule) 42 142,828 192 828 . 43 Other expenses not covered shove (itemize)

a SEE STATEMENT 2 a3a 102,903 102 903 . b 43b c 43c d 43d e 43e

44 Total functional expenses (add lines 22 43) Organiza4ons completing columns (B) - (D), w these totals tolines l3-15 44 1 , 447 , 818 1,447,818 0

Joint Costs . Check ~u if you are following SOP 98 2 Are any point costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? ~~ Yes X~ No If 'Yes,' enter () the aggregate amount of these point costs $ (i) the amount allocated to program services $ , (i) the amount allocated to management and general $ and Cv) the amount allocated

to fundraisino $

what is the organizations primary exempt purposes P TO LESSEN THE BURDEN OF GOVERNMENTS Program Service All organizations must describe their exempt purpose achievements in a clear and concise manner State the number of ~~""e° nor sot clients served ( ( )~ ) ( ) ~~a°i°'°"'°o izalions and 4947beic1tinonezemd~t charDable

Discuss also

that amount ofablants

(S ection 501 o others

organ- optional io~ro

a SEE STATEMENT - 3 -----------------------------------------------------

Form 990 (2002) CARITAS OF VISTA 33-0794646 Page 3

Part I V7 Sheets See instructions)

(A) of year End of year

189,630 45 123 0T8__ 46

13 396 47c 9,905

48c 49

50

Sl c 52

5 , 267 53 5 518 54

SSc 56

9 , 107,276 57c 9 , 103 , 567 . 1,793,902 58 1,743,979

11 109,421 59 10 981,047 286 , 821 60 365,659 .

61 7 , 478 62 7 1 478 .

63 9,915,000 . 64a 9,790,000 .

750 , 000 64b 73-0, 000 . 99, 131 65

11,058,430 66 10 893,137

50, 991 67 87,910 68 69

70 n 72

50, 991 . 73 87,910 .

47a Accounts receivable b Less allowance for doubtful accounts

48a Pledges receivable 48 b Less allowance for doubtful accounts 48

49 Grants receivable

50 Recervables from officers, directors, trustees and key s employees (attach schedule} e 51 a Other notes 8 loans receivable (attach sch) 57 s b Less allowance for doubtful accounts 51

52 Inventories for sale or use 53 Prepaid expenses and deferred charges 54 Investments - securities (attach schedule) 55a Investments - land, buildings, & equipment basis 55

b Less accumulated depreciation (attach schedule) 55

56 Investments - other (attach schedule) ~ '' 57a Land, buildings, and equipment basis i ai

Cost[] FMV

Organizations that follow SFAS 117, check here " U and complete lines 67 through 69 and lines 73 and 74

67 Unrestricted 68 Temporarily restricted 69 Permanently restricted

p Organizations that do not follow SFAS 117, check here " ~ and complete lines 70 Through 74

70 Capital stock, trust principal, or current funds 71 Paid in or capital surplus, or land, building, and equipment fund a 72 Retained earnings, endowment, accumulated income, or other funds

A 73 Total net assets or fund balances (add lines 67 through 69 or lines 70 through

72, column (A) muss equal line 19, column (B) must equal line 21) 74 Total liabilities and net assetslfund balances (add lines 66 and 73)

TEEA0103L 09/bW2

Note- Where required attached schedules and amounts within the description column should be /or end-off year amounts only

45 Cash - non-interest-bearing 46 Sarongs and temporary cash investments

4 .90

b Less accumulated depreciation (attach schedule) STATEMENT 4 I 57b1 984, 08 .`

58 Other assets (describe - SEE STATEMENT 5 )

60 Accounts payable and accrued expenses 61 Grants payable i 62 Deferred revenue 63 Loans from officers, directors, trustees, and key employees (attach schedule) 64a Tax-exempt bond liabilities (attach schedule) SEE STATEMENT 6

b Mortgages and other notes payable (attach schedule) SEE STATEMENT 1 E s 65 Other liabilities (describe

66 Total liabilities (add lines 60 through 65)

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

4

of Expenses per Audited ments with Expenses

Reconciliation of Revenue per Audited Financial Statements with Revenue oer Return (See instructions )

TEEA011341- 01f27A3

a Total revenue, gains, and other support a Total expenses and losses per audited per audited financial statements ~ a 1,550,555 . financial statements

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

(1) Net unrealized (I) Donated serv gains on ices and use investments $ of facilities $

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

(3) Recoveries of prior (3) Losses reported on year grants $ line 20, Form 990 $

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

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

Add amounts on line (1) through (1) ~ b Add amount on line (1) through (4) b c Line a minus line b ~ c 1 , 550 , 555 c Line a minus line b ~ c 1 513 636

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

(1) Investment expenses (1) Investment expenses not included on line not included on line 6b, Form 99U $ 6b, form 990. $

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

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

------ ------ Add amounts on lines (I) and (2) w d Add amounts on lines (1) and (2) ~ d

e Total revenue per line 12, Form a Total expenses per line 77, Form 990 line c lus line ~ W e 1 , 550,555 990 (line c plus line d ~ e 1,513 , 636

Part V List of Officers Directors Trustees and Key Em to ees (L ist each one even if not com ensated, see instructions (B) Title and average hours (C) Compensation (D) Contributions to (E) Expense

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

compensation

SEE STATEMENT -B

---------------------- 1-3 , 09-4

---------------------- 0 . 0

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

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

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

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

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

75 Did any officer, director, trustee, or key employee reserve 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 organizalions7 wYes XNo If 'Yes .' attach schedule - see instructions

BAA Form 990 (2002)

c Enter Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4972, 4955, and 4958. ~ 0 .

d Enter Amount of tax on line 89c, above, reimbursed by the organization ~ 0 90a List the stales with which a copy of this return is filed ' CALIFORNIA b Number of employees employed in the pay period that includes March 72, 2002 (See instructions ) I 90bT 0

91 The books are in care of - JENNIFER RIVA CPA Telephone number ~ ( 949)753-1514 Located at~ 38 DISCOVERYI_ A 250_ IRVINEi CA 9261 ZIP+4 . 92618

92 Section 4947(a)(1) nonexempt charitable trusts filing Form 990 in lieu of Fom 1041- Check here N/A ~

BAA Form 990 (2002) TEEnoiosL oiiZVw

76 Did the olganization 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 the 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 Forth 990-T for this year

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

BOa 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 organizations 80a X

b if 'Yes,' enter the name of the organization " SEE STATEMENT 9 ---_-____-----_----_--___-_-_ and check whether itisY exempt ornonexempt

81 a Enter direct or indirect political expenditures See line 81 instructions 81 a 0 b Did the organization file Forth 1120-POL for this years 81 b X

82 a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than fair rental values 82a X

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 ) 82b N/A

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

84a Did the organization solicit any contributions or gifts that were not tax deductible? 84a X

b If Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible 84b N ,1A

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

If 'Yes' was answered to either &5a or BSb, do not complete 85c through 85h below unless the organization received a waiver for proxy tax owed for the prior year

c Dues, assessments, and similar amounts tram members BSc N/A d Section 162(e) lobbying and political expenditures 85d N/A e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices BSe N/A f Taxable amount of lobbying and political expenditures (line BSd less SSe) 8511 N/A g Does the organization elect to pay the section 6033(e) tax on the amount on line S5t? 85 N 'A

h If section fi033(exl HA) dues notices were sent, does the organization agree to add the amount on line 85f to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year7 &5h N 'A

86 501(c)(n organizations Enter a Initiation fees and capital contributions included on line 12 86a N/A

b Gross receipts, included on line 12, for public use of club facilities B6b N/A 87 501(c)(i2) organizations Enter a Gross income from members or shareholders 87a N/A

b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them ) 87b N/A

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 307 7701 2 and 301 7701 37 If 'Yes,' complete Part IX

89a SOI(c)(3) organizations Enter Amount of tax imposed on the organization during the year under section 4911 - 0 . , section 4912 - 0 , section 4955 - 0

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

794646

Unrelated business income Excluded b section 512 513 or 514 (A) (B) (C) (D) Related or exempt

Business code Amount Exclusion code Amount function income Note Enter gross amounts unless otherwise indicated

93 Program service revenue a MISCELLANEOUS b RENTS c d e f Medicare/Medicaid payments g Fees 8 contracts from government agencies

94 Membership dues and assessments 95 Interest on savings 8 temporary cash imirmts % Dividends & interest from securities 97 Net rental income or (loss) from real estate

a debt financed property b nod 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 (loss) from special events 102 Gross profit or (Joss) han sales al inventory 103 Other revenue a

b c d e

104 Subtotal (add columns (B), (D), and (E)) 105 Total (add line 104, columns (B), (D),

229

Pall Preparcrs V /I / / .Yw 1 ~~e~ c.` vUanno. Pre- signature b. p8fC1'~S Firms name for ROBERT R REDWITZ & CO . USe sY°en~mow,<ai t 38 DISCOVERY, SUITE 250 Only ~P~°y a~ IRVINE CA 92618 BAA

990 (2002) CARITAS OF

ote . Line 105 plus line Id. Part I should equal the amount on line 12 Part I 'art VIII Relationshi p of Activities to the Accomplishment of Exempt Purposes (See instructions ) Line No Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment

of the organization's exempt purposes (other than by providing funds for such purposes)

(a) (e) (C) (D) and EIN of corporation, Percentage of Nature of activities Total End-of-year or disregarded entity ~ ownership interest income assets

a Did the organization, during the year, receive any funds, directly or indirectly, to pay b Did the organization, during the year, pay premiums, directly or in

Under penalties fOerlu I yue correct an 8mmpi7e

Please 1, ~ Sign

,r� Sign swruimre of orc"r Here 111~_

or

Organization Exempt Under °''IB "°'545.(` Section 501(cx3)

(E501(n), or Section 4447(aj(I) Nonexempt Cha~ntable Tsrustk~ 2002

Supplementary Information - (See separate instructions .) MUST be completed by the above organizations and attached to then Form 990 or 990-EZ

DepaNMnt of ft Treasury mtemai aewmw xm« Name of the orpanvation Employ., IdimililuHon ..Mr

Compensation of the Five Highest Paid Employees (See instructions List each one If there are none, enter 'None ')

(b) Title and average (c) Compensation (~ Cuntribu6ons (e) Expense hours per week

~ to employee benefit account and other ~ devoted to position plans and deferred allowances fAmp2nsahon

Total number of other employees paid over $50.000

TEEAOC0IL 01/1?/03

SCHEDULE A (Forth 990 or 99o-EZ)

(a) Name and address of each employee paid more

than $50,000

NONE

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

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

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

rt I 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

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

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

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

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

Total number of others receiving over

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

33-0799 Schedule

Part III Statements About Activities see instructions) No

X

e Transfer of any part of its income or assets

3 Does the organization make grants for scholarships, fellowships, student loans, etc (See Note below ) 3 X 4 Do you have a section 403(b) annuity plan for your employees 4 X

Note . Attach a statement to explain how the organization determines that individuals or organizations receiving

Provide the following information about the supported organizations (See instructions

(b) Line number from above

(a) Name(s) of supported organization(s)

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

gqp TEEA04M a�72103 Schedule A (Form 990 or Form 990-En 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 W $ N/A (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 (if the answer to any question is 'Yes ' attach a detailed statement explaining the transactions )

a Sale, exchange, or leasing of property

b Lending at money or other extension of credrt7

c Furnishing of goods, services, or facilities

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

X

Part IV Reason for Non-Private Foundation Status (See instructions ) me organization is not a private foundation because it is (Please check only ONE applicable box )

5 A church, convention of churches, or association of churches Section 170(b)(1)(A)(q 6 A school Section 170(b)(1)(A)(ip (Also complete Part V ) 7 A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(u) 8 A Federal, state, or local government or governmental unit Section 170(b)(1)(A)(v) 9 y A medical research organization operated in conjunction with a hospital Section 170(b)(1)(A)(iu) Enter the hospital's name, city,

and state 10 E]An organization operated for the 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 )

11a 1-1 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 the Support Schedule in Part IV-A )

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

12 XO An organization that normally receives (1) more than 33.1I3S6 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 331/3°.6 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 )

i nations 73 R An organization that is not controlled by any disq ualified persons (c)(4) . (5),

than foundation managers) and supports organizations described in ) lines 5 through 12 above, or 2 section 501 c 4), (5), or (6), if they meet the lest of section 509(a)(2) See section 509(a)(3) )

Calendar year (or fiscal year (a) (b) (c) (~ (e) beginning in) W 2001 21100 1999 19 8 Total 15 Gifts, grants, and contributions

received (Do not include unusual rants See line 28

16 Membershi p fees received

17 Grass receipts from admissions, merchandise sold or services performed, or furnishing of facilities m ary acGnry that is related to the organizaUari s charitable, etc, purpose 1 , 497 , 268 851 , 181 658 367 . 3 , 006 , 816

78 Gross income from interest dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organ izaGOn after June 30, 1975

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

20 Tax revenues levied for the organizatiori s benefit and either paid to it or expended on its behalf

21 The value of services or facilities furnished to the organization by a governmental unit without charge Do not include the value of services or facilities generally furnished to the public without charge

22 Other income Attach a schedule Do not include gain or (loss) from sale of cap ital assets

23 Total of lines 15 through 22 1 , 497 , 268 . 1 851 , 181 658 367 3,006 , 816 24 Line 23 minus line 17 25 Enter I"/, of line 23 14 , 973 8,512 6 584 26 Organizations described on lines 10 or 11 a Enter 2°/, of amount in column (e), line 24 N/A ~ 26a b Prepare a list for your records W show the name of and amount contributed by each person (other than a governmental unit or publicly

supported organization) whose tout gifts for 1998 through 2001 exceeded the amount shown in line 26a Do not file this list with your return Enter the latest of all these excess amounts ~ 26b

c Total support for section 509(a)(1) test Enter line 24, column (e) ~ 26c d Add Amounts from column (e) for lines 18 19

22 26b 26d e Public support (line 26c minus line 26d total) ~ 26e f Public support percentage (line 26e (numerator) divided by line 26c (denominator)) w 26f $

27 Organizations described on line 12 . a For amounts included in lines 15 . 16, and 17 that were received from 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) 0 . (2000) 0 . (1999) 0(1998) 0

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 not file this list with your return After computing the difference between the amount received and the larger amount described in (I) or (2), enter the sum of these differences (the excess amounts) for each year

(2001)----------0_ (2000)----------0_(1999)----------0_ (1998)-----------0 . c Add Amounts from column (e) for lines 15 16

17 3,006,816 20 21 27c 3 , 006 , 816 . d Add Line 27a total 0 and line 27b blest 0 27d 0 e Public support (line 27c total minus line 27d total) ~ 27e 3 006 816 . f Total support for section 509(a)(2) test Enter amount from line 23, column (e) ~ 27f 3 , 006, 816 . g Public support percentage pine 27e (numerator) divided by line 27( (denominator)) w 27 100 00 $ h Investment income percentage pine 18, column (e) (numerator) divided by line 27( (denominator)) P 27h 0 $

28 Unusual Grants For an organization described in line 70, 11, or 12 that received any unusual grants during 7998 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 not include these grants in line 75

BAA TEEnwa3L 08112102 Schedule A (Form 990 or 990 EZ) 2002

Schedule A orm 990 or 990- 2002 CARITAS OF VISTA 33-0799696 Page 3 Pact IV-A Support Schedule (Complete only if you checked a box on line 10, 11, or 12 ) Use cash method olaccvunGng.

rate School Questionnaire see instructions) be completed ONLY by schools that checked the box on line 6 in Part IV)

Yes l No

If you answered 'Yes' to either 34a or b, 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 05 of Rev Proc 75-50, 1975-2 C B 587, covering racial nondiscrimination If 'No attach an ezolanalion 35

Of TEEn0404L 01/2aa3 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, catalo9ues, 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 d 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 it '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 basis

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 conlributions7

If 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 respell to

a Students' rights or privileges?

b Admissions policies

c Employment of faculty or administrative staff

d Scholarships or other financial assistance

e Educational policies

1 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 )

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

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

31

32c

33

Schedule A orm 990 or 990 2002 CARITAS OF VISTA 33-0794646 Page 5 Part VI-A Lobbying Expenditures by Electing Public Charities See instructions )

(To be completed ONLY by an eligible organization that filed Form 5768) N/A Check P a ~ ~ if the organization belongs to an affiliated group Check- b l lif yc

Limits on Lobbying Expenditures

(The term 'expenditures' means amounts paid or incurred )

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

It the amount on line 40 is - The lobbying nontaxable amount is - Not over $500,000 20% of the amount on line 40 Over $500,000 but not over $1,000,000 2100,000 plus 15%, of the excess over $500,(q0 Over $1,000,000 but not over $1,500,000 $175,000 plus IOYo of the excess over $1,000,000 Over $1,500 .000 but not over $17,000,000 $225,000 plus SYe of the excess over $1,500,000 Over $17,000,000 $1,000,000

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

caution . If there is an amount on either line 43 or line 44 you must file Form 4720

(a) (b) Affiliated group To be completed

totals for ALL elechna

Lobbying Expenditures During 4-Year Averaging Period

2002 2001 2000 1999 Total caienaaryear (or fiscal year beginning m)

45 Lobbying nontaxable amount

46 Lob ~y inp ceiling amount (15096 of line 45(e))

47 Total lobbying expenditures

48 Grassroots non taxable amount

49 Grassroots ceiling amount (150qo of line 48(e))

50 Grassroots lobbying

Lobbying Activity by Nonelectin~ Public Chanties (For reporting only by organizations that id not complete Part VI A) (See instructions )

Amount

a Volunteers b Paid staff or management (Include compensation in expenses reported on lines c through h ) c Media advertisements d Mailings to members legislators, or the public e Publications, or published or broadcast statements f Grants to other organizations for lobbying purposes g Direct contact with legislators, their staffs government officials, or a legislative body h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means i Total lobbying expenditures (add lines c through h

TEEA0405L 08I72102

4-Year Averaging Penod 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 the instructions for lines 45 through 50 )

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

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-En 2002

BAA TEEnoaor,L 08112102 Schedule A (Forth 990 or 990.EZ) 2002

Schedule A (Form 990 or 990 En 2002 CARITAS OF VISTA 33-0794696 Page 6 Part VII Information Regarding Transfers To and Transactions and Relationships With Nonchantable

Exempt Organizations (see instructions)

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

a Transfers from the reporting organization to a noncharitable exempt organization of Yes No ()Cash 51a i X (ii)Other assets a (11 ) X

b Other transactions ()Sales or exchanges of assets with a noncharitable exempt organization b (iX (i)Purchases of assets from a noncharitable exempt organization b u X (u)Rental of facilities, equipment, or other assets b (in) X (v)Reimbursement arrangements b rv X (v)Loans or loan guarantees b v X (vi)Performance of services or membership or fundraising solicitations b

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees ~ (w X

I1~ d If the answer to any of the above is 'Yes ' complete the following schedule Column (b) should always show the fair market value of the goods, other assets, or services given by the re portin organization If the organization received less than fair market value in an transaction or shann arrangement, show in column d the value of the oods, other assets or services received

(a) (b) Line no Amount involved Name of noncharitable exempt organization Description 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 527 ~ O Yes aX No

b It 'Yes,' complete the followin g schedule (a) (b) (c)

Name of organization Type of organization Description of relationship

N/A

Bond cost of issuance E 2/10/1998 180.348 00 30 yrs 180,348 00 37,285 36 5,46732 42,752 68 Bond discount E 2/10/1998 123,490 00 30 yrs 123,490 00 15,779 38 4,11636 19,895 74 Closing costs E 2/10/1998 7,47380 30 yrs 7,47380 2,47836 19092 2,66928 Bond discount V 3/15/1999 127,300 00 30 yrs 127,300 00 11,669 13 4,24332 15,912 45 Bond cost of issuance X3/15/1999 226,026 38 30 yrs 226,026 38 20,71905 7,53420 28,253 25 Closing costs V 3!15/1599 4,25000 30 yrs 4,25000 38973 141 72 531 45

Total 10,256,540 18 10,256,540 18 451,273 01 142,827 75 594,100 76

CARITAS OF VISTA FORM 990, PART II LINE 42

DEPRECIATION, DEPLETION AND ETC FEIN 33-0794646

2002

SERVICE ACQUIRED EST DEPRECIABLE PRIOR CURRENT CURRENT DESCRIPTION DATE VALUE LIFE BASIS ACCUM DEP YEAR TO DATE ACCUM DEP

See attached Vanous 6,173,852 32 Vanous 6,173,852 32 176,063 87 67,872 30 243,936 77 See attached Vanous 3,413,799 68 Vanous 3,413,799 68 186,888 13 53,261 61 240,14974

Seotem ber 23, 2003 Page I 2 14 PM Vista Manor

DEPRECIATION EXPENSE REPORT

as of 12/31/2002 -,is%c ;coui:ed Ceo I Est SaMqe/ Cec-eciac-le ~rev F---or kccum Ceorec .a--cn ~ea, Cur- ;c=

SIS No ixt a Value me-i I L-re Ser- 174 Easis T=, Cecr-ciai_o~ 7~, --o Date CeDreciation Kev

Book Internal FY December 000001 000 03/31/93 35~1030 00 NcDec R 00 00 0 00 3551030 00 00/00/00 0 00 0 00 0 00 0 00 0000G2 000 03/31/99 2374020 00 S LIMM R 39 00 0 00 23714020 00 OU00100 167399 35 229271 it o0872 31 223271 it 000003 000 03/31/99 3000 00 S LHN P 07 00 0 co 3000 00 00/00/00 1173 57 !to" i 4 423 51 1b07 id 000004 000 03/31199 1950 00 S r_'A.M 2 05 00 0 00 i550 co 00/00/00 i072 !0 1462 50 -'90 00 id62 50 000005 000 05/28/99 23657 00 S 1-%V 39 00 0 00 23r ;-, 00 00/00/00 11"b7 02 2173 61 600 2,173 61 000006 000 ii/19/99 47036 50 SLM4 R 39 00 a co 47036 50 00/00/00 2312 66 3719 73 1206 07 37,19 73 000007 000 12/02/99 1750 00 S UAM R 39 00 0 00 1750 00 00/00/00 93 48 138 35 44 87 139 35 000003 000 12/17/99 1590 00 S UIN 2 07 00 0 00 1580 00 00/00/00 451 44 t77 16 225 72 A77 15 000009 000 12/04/01 68932 74 S LT4 P 39 00 0 00 6~932 74 00/00/00 147 29 1914 00 i?6-1 51 -914 30 000010 000 04/310/01 95060 25 S LIM P 34 00 0 00 96060 25 00/00100 1642 06 4105 L 4 2463 08 4105 14 000011 000 01101102 -5164 17 S LM-Y 2 39 00 0 00 -5164 17 00/00/00 0 00 -132 42 -132 42 -132 42 Count= 11 ------------ ---------- ------------ ------------ ------------ ------------ ------------Grand Total

6173842 32 Less disposals and transfers

0 00 ------------

Net 6173852 32

---------- Calculation Assumotions -------------------------------------------------------

Midquarte . Conve~tion Ad3ustment Convention --------------------- ---------------------

IN] None

------------ Asset Grouping/Sorting ------------------------------------------------------

Book

Internal

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

G:oLp Ail FIS Assets

IN]

Sort Asse-s bv

Short Years

0 00 6173852 32 170i3 87 243936 17 67371 30 243936 17,

0 00 0 00 0 00 0 00 ---- ------------ ------------ ------------ ------------ ------------ 0 00 6173852 32 1760b3 87 243936 17 97872 30 243936 17

Inc!ude A~sets that meet the roiiow-ng conditions

Ail ~A.3 Assets

:n S~c Acot,-red Lea p -5 : Salvage/ Denrec-,anle O:e,, ?,-o: Accta Cez:ec-at-cii Current Year Cur: Pccum SIS go Ex- Date ~alue MeZ~ T Life Sect 179 Sa3, T~r, Deo:ecat-,on "lls Run I to Date Den :ecia-ion <ey

Book Intemal FY December DOOM 000 021101M 12EOOOO 00 NcCeo R 00 00 0 00 1360000 00 00/00/00 a 00 0 00 0 00 0 00 000002 000 02/10/98 1730000 00 SL~N R 40 00 0 00 1730000 00 00/00/00 199395 93 33 13250 00 212643 831 000003 000 02/10/93 7500 00 SOM D OC 00 0 00 7)00 00 00/00/00 5875 00 7375 00 i5oo 00 7373 00 000004 000 09/1,/93 2407 24 SL%24 P 05 00 0 00 2,107 24 OC/00/00 !604 33 20S6 29 481 43 2066 23 000005 000 12/01/98 7403 95 SL:MM 0 40 00 0 00 7403 35 12/31/00 569 73 370 20 1?5 10 754 83 000006 000 06/09/99 113375 08 SLZIF R 40 00 0 00 113275 08 00/00/00 7322 15 10156 53 2934 38 1015o 53 00000 000 03/15/99 1000 00 SL" P 05 00 0 00 L000 00 00/00/00 566 57 766 67 200 00 755 E7 000008 000 12/22199 1589 09 SLbN p 40 00 0 00 1589 09 00/00/00 79 46 ! .-9 19 39 73 119 19 000009 000 01/01/02 E086i 55 SLW R 40 00 0 00 60061 55 01/31/02 0 00 1394 75 1394 75 1394 75 000010 000 09/07/01 i315 61 S-MY p 05 00 0 00 1915 61 00/00/00 159 64 542 76 383 12 542 76 00001L 000 04/30/01 44228 36 S 11124 P 39 00 0 00 44228 36 12/31/02 756 04 0 00 1134 06 Mo 10 000012 000 01/01/01 21792 25 SLMM P 39 00 0 00 21792 25 00/00/00 558 78 IiJ7 56 558 78 1117 55 000016 000 03106102 4256 63 SLIM R 05 00 0 00 4256 65 03/31/02 0 00 638 50 638 50 638 50 000017 000 07/03/02 49450 00 SLIm R 39 00 0 00 49430 00 07/31/02 0 00 528 32 529 32 529 32 000019 000 05/14/02 6300 00 SLM R 39 00 0 00 6300 00 00/00/00 0 00 107 69 107 69 107 69 COOM 000 05/16/02 1720 00 SIM4 R 39 00 0 00 1720 00 05/31/02 0 00 25 73 25 73 25 73 Count= ii --- -------- ---------- ------------ ------------ ------------ ------------ ------------Grand Totai

I

186888 13 237875 01 53261 61 240149 74

0 00 0 00

Calculation Ass=tions --

So :' Assets bY

September23 2003 Page 2 20 PM Estrella de Oro

DEPRECIATION EXPENSE REPORT

as of 12/31/2002

3413799 58 Less dispc~als and transfers

0 00

Net 3413799 68

0 00 3413799 68

0 00 0 00 ---------- ------------

0 00 3413799 68 --------- ------------ ------------ ------------

136839 13 237375 01 53261 61 240149 74

3ock Short ~ears Midcp~arter Convention Adjustment Convention ---- ----------- --------------------- ---------------------

:ncer ..al [q] (111 None

--------------------------------------------- Asse, Crouping/Sorting -------------------------------------

Croup All ~AS Assets

Enclude Assets tnat meet the folloding conditions

All --A3 Assets

CARITAS OF VISTA 33-0794646

NAME AND ADDRESS PURPOSE OF PAYMENT AMOUNT MANAGEMENT FEES

TOTAL $~65 ~818

1,854 1,854 15,884 . 15,884

27 27 15,146 15,146 8,449 8,449

52,810 52,810 . 3,966 3,966

902 902 3,865 3,865

TOTAL $ 102,903 $ ~102903 $ 0 . $ 0

BANK CHARGES BOND SERVICE FEE DUES AND SUBSCRIPTIONS INSURANCE LICENSE AND PERMITS MANAGEMENT FEES MISCELLANEOUS PROMOTION PUBLIC RELATIONS

$ 0 $ 1 ~447 818

FEDERAL STATEMENTS PAGE 1

STATEMENT1 FORM 990, PART 1, LINE 16 PAYMENTS TO AFFILIATES

CARITAS CORPORATION 220 TECHNOLOGY DR, SUITE 210 IRVINE CA 92618

STATEMENT 2 FORM 990, PART 11, LINE 43 OTHER EXPENSES

65,818

(A) (B) (C) (D) PROGRAM MANAGEMENT

TOTAL SERVICES & GENERAL FUNDRAISING

STATEMENT 3 FORM 990, PART III, LINE A STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS

PROGRAM GRANTS AND SERVICE

DESCRIPTION ALLOCATIONS EXPENSES CARITAS OF VISTA EXEMPT PURPOSE ACHIEVEMENTS INCLUDE THE PURCHASE AND OPERATION OF TWO AFFORDABLE HOUSING PROJECTS LOCATED IN THE CITY OF VISTA, CALIFORNIA WHICH HAVE UNFULFILLED STATUTORY OBLIGATIONS TO PROVIDE AFFORDABLE HOUSING THERE ARE A TOTAL OF 268 MOBILE HOME SPACES IN THE CITY OF VISTA AVAILABLE FOR RENT THE CORPORATION IS UNDER THE DIRECTION OF THE CARITAS CORPORATION, THE ASSISTANCE CORPORATION (AN EXEMPT ORGANIZATION) 1,447,818

STATEMENT 5 FORM 990, PART IV, LINE 58 OTHER ASSETS

385,000

PURCHASE OF MOBILE HOME PARK 2/01/1998

3,830,000 .

PURPOSE OF ISSUE ISSUE DATE ORIGINAL ISSUE AMOUNT

FEDERALSTATEMENTS PAGE2 CARITAS OF VISTA 33-0794646

STATEMENT 4 FORM 990, PART IV, LINE 57 LAND, BUILDINGS, AND EQUIPMENT

ACCUM BOOK CATEGORY BASIS DEPREC . VALUE

AUTOMOBILES / TRANSPORTATION EQUIPMENT $ 5,580 $ 3,050 $ 2,530 . FURNITURE AND FIXTURES 18,030 12,105 . 5,925 BUILDINGS 4,643,012 468,930 4,174,082 LAND 4,921,030 - 4,921,030

TOTAL $ 9 ~587 652 $ ~484 085 $ 9 ~103 567

NET INTANGIBLE ASSETS RESTRICTED CASH

STATEMENT 6 FORM 990, PART IV, LINE 64A TAX-EXEMPT BOND LIABILITIES

PURPOSE OF ISSUE THIRD PARTY INFORMATION ISSUE DATE ORIGINAL ISSUE AMOUNT TYPE OF FORM 8038 FILED BOND RETIREMENT DATE PROJECT COMPLETION DATE OUTSTANDING ISSUE AMOUNT MORTGAGE INFORMATION

MORTG MATURITY DATE : INTEREST RATE-REPAYMENT TERMS SECURITY PROVIDED :

PURPOSE OF ISSUE THIRD PARTY INFORMATION ISSUE DATE ORIGINAL ISSUE AMOUNT TYPE OF FORM 8038 FILED BOND RETIREMENT DATE PROJECT COMPLETION DATE OUTSTANDING ISSUE AMOUNT : MORTGAGE INFORMATION

MORTG MATURITY DATE INTEREST RATE REPAYMENT TERMS SECURITY PROVIDED-

PURCHASE OF PROPERTY CITY OF VISTA 3/15/1999

5,965,000 FORM 8038 3/15/2029 3/31/1999

3/15/2029 5 75 ANNUAL INSTALLMENTS REAL PROPERTY

PURCHASE OF PROPERTY CITY OF VISTA 3/15/1999

400,000 FORM 8038 3/15/2029 3/31/1999

3/15/2029 6 50 ANNUAL INSTALLMENTS REAL PROPERTY

$ 558,873 1,185,106

TOTAL $ 1 ~743 979 .

BALANCE DUE

5,710,000

2/01/2028 BOND RETIREMENT DATE-OUTSTANDING ISSUE AMOUNT :

BALANCE DUE $ 550,000

180,000

TOTAL $ ~730 ~O00

STATEMENT8 FORM 990, PART V LIST OF OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES

ARTHUR BIRTCHER CHAIRMAN 0 0 0 27611 LA PAZ ROAD NONE LANGUNA NIGUEL, CA 92607-0009

PETER L INMAN EXECUTIVE DIREC 0 0 0 4521 CAMPUS, #340 NONE IRVINE, CA 92612

JOHN WOOLLEY BOARD MEMBER 0 0 . 0 1651 EAST FOURTH ST , STE 250 NONE SANTA ANA, CA 92701

JUSTICE JOHN K TROTTER VICE CHAIRMAN 0 0 . 0 500 N ST COLLEGE BLVD ., #600 NONE ORANGE, CA 92668

DANIELLE GARR BOARD MEMBER 0 0 0 1811 SIRRINE DR NONE SANTA ANA, CA 92705

2002

STATEMENT 6 (CONTINUED) FORM 990, PART IV, LINE 64A TAX-EXEMPT BOND LIABILITIES

FEDERAL STATEMENTS CARITAS OF VISTA

STATEMENT 7 FORM 990, PART IV, LINE 64B MORTGAGES AND OTHER NOTES PAYABLE

MORTGAGES PAYART .P

CITY OF VISTA CITY OF VISTA

PAGE 3 33-0794646

BALANCE DUE

$ 3,695,000 TOTAL $ 9 ~790 000

TITLE AND CONTRI- EXPENSE AVERAGE HOURS COMPEN- BUTION TO ACCOUNT/

NAME AND ADDRESS PER WEEK DEVOTED - SATION EBP & DC OTHER

THOMAS J MOTHERWAY BOARD MEMBER $ 0 . $ 0 $ 0 . 2462 RIVERSIDE DRIVE NONE SANTA ANA, CA 92706

CARITAS OF VISTA 05 54PM 11112)03

93 (A) THE COLLECTION OF MISCELLANEOUS FEES ARE ANCILLIARY TO RENTING OF THE MOBILE HOME PARK SPACES FOR LAUNDRY, STORAGE AND LATE CHARGES AS AN ESSENTIAL ACTIVITY RELATED TO THE OPERATION OF THE MOBILE HOME PARK'S EXEMPT ACTIVITY

CLIENT 21881 D

FEDERAL STATEMENTS PAGE 4 33-0794646

STATEMENT 8 (CONTINUED) FORM 990, PART V LIST OF OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES

TITLE AND CONTRI- EXPENSE AVERAGE HOURS COMPEN- BUTION TO ACCOUNT/

NAME AND ADDRESS PER WEEK DEVOTED SATION EBP & DC OTHER ROBERT R REDWITZ PRESIDENT/CEO 2~ 13,094 . $ 0 . $ 0 38 DISCOVERY, SUITE 250 NONE Nq e IRVINE, CA 92618

JENNIFER RIVA CFO 0 0 . 0 . 38 DISCOVERY, SUITE 250 NONE IRVINE, CA 92618

DONALD J REGAN SECRETARY 0 0 . 0 . 924 WEST OCEANFRONT NONE NEWPORT BEACH, CA 92660

_~__O . $ 0 . TOTAL $ 13 094 :~I_

STATEMENT 9 FORM 990, PART VI, LINE 80B RELATED ORGANIZATIONS

NAME OF ORGANIZATION EXEMPT NONEXEMPT CARITAS AFFILIATED CORPORATION NO 1 X CARITAS AFFILIATED CORPORATION NO 2 X CARITAS AFFILIATED CORPORATION NO . 3 X CARITAS AFFORDABLE HOUSING, INC . X CARITAS OF YUCAIPA X THE CARITAS CORPORATION X

STATEMENT10 FORM 990, PART Vill RELATIONSHIP OF ACTIVITIES TO THE ACCOMPLISHMENT OF EXEMPT PURPOSES

LINE I EXPLANATION OF ACTIVITIES 93 (B) THE COLLECTION OF AFFORDABLE RENTS FOR MOBILE HOME SPACES IS AN ESSENTIAL

ACTIVITY IN CONDUCTING THE EXEMPT PURPOSE OF THE ORGANZIZATION

Note, only cirte Part U if you have already been granted an automadc 3-month extension on a previously riled Form

IF"

-~Form 10641-A

Type or print

type of return to be filed (file a m 990 M Form 990-EZ

application for each return) 990-T (Section 401 (a) or 408(a) trust) 5227 R Form 8870

c Balance due. Subtract line 8b from Ii cle ent *,Ih his form r. if required t ct, yourl4

at Tax Payment S~sieM3 See Jn~tcleposi with ing ERS'Wle omc e7emr FTD coupon or if required, by us E ructions

Signature and Verification Under Penalties of m,Avy I deciv, ftt I ham emm,ned mis form, including at=cimpan)nng schedoes Md slatam,ents and to the best of my knowle e , i,,l,f it immid and owitilete . and tat I am suircrived W pit", trin jorm

dg nd a t,,.

/? J 004 NInflea f n A nnlirnrif - Tn h,

Date - Y-Y-V 3

Type or ar=~ ai,a mes ow~ st,aw ~ w apartmartt raan~n w a r u print 220 TECHNOLOGY DRIVE SUITE 210

City W ~, pr,,A..* M stat., wW co*y (-Idd.V POWSJ w Zip

IRVINE, CA 9261B SAA FtFZ05M IDIDLW Form SM (Rev 12-2DDD)

Val-m

NamOt

N~ber street and,ecmix Ffle ti, tirie e4ertled do, date Im 220 TECHNOLOGY DI rr"IMS. I avitirwbons I riv timm or PW offai State ;~w

W

#210 t=* I'm a tmegn adwert ,ee msvtc~

Stop, Do not complete Part It 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 11~ Lj " If this is for a Group Return, enter the organizations four digit Group Exemption Number (GEN) If this is for the

whole group, check this box -E] If it is part of the group, check this box a` Eland 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 11/15 - - - - - - 20 03 5 For calendar year 2002 , or other tax year beginning - - - - - 20 _ and ending 20 6 It this tax year is fo-r less than 12 months, check reason Initial return 11 Final return -OChange in accounting period 7 State in detail why you need the extension TAXPAYER RESPECTFULLY

- Ltqqy~~U~S_APDITIONAL TIME

- TO

- - - - - -GATHER-INFORRATION-NECESSARY-id-TiI:E - - - - PiffiCit& ACCURATE TAX Tai5~JF - - - - - - - - - - -----------------------------------------------------------------

8a 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 PF. 990-T, 4720, or 6069, enter any refunclible credits and estimated tax payments made Include any prior year overpayment allowed as a credit and any amount paid previously with orm SS68 $

We have approved this application Please attach this form to the organization's return

We have not approved this application However, we have granted a I 0-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 I>e 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 lot an extension of time to file We are not granting a 10-day grace period

R We cannot consider this application because it was filed after the due date of the return for which arrexter, 1TITI "1eR'TdJED Other L;/% I - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

BY- ~). 9 2 A 0 3 D.edo, Date

Alternate Mailing Address - Enter the address if you want the copy of this application for an additional 3-hbF3lh'CW9risic~nA1J?61 - I I

6FAI, address different than the one entered above