2023-02-16T19:29:38-06:00 2022-06-30 SMITH & HOWARD ADVISORY LLC 271 17TH STREET NW SUITE 1600 ATLANTA GA 30363 990 2021-07-01 582008930 THE CATHOLIC FOUNDATION OF NORTH GEORGIA % JOHN RONCO CATH 4044979440 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 NANCY COVENY PRESIDENT 4044979440 2023-05-15 true Nancy Coveny 999009999 SABRE J LINAHAN P01372980 4048746244 2023-05-15 3 2021 2023-03-07 01:45:13Z NANCY COVENY 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 16660919 false X WWW.CFNGA.COM X 1992 GA THE CATHOLIC FOUNDATION OF NORTH GEORGIA HELPS CATHOLICS MAKE A LASTING DIFFERENCE IN THE COMMUNITY. 29 25 11 28 0 6246861 10972005 212146 199431 928216 2069623 0 0 7387223 13241059 2935678 3050657 0 0 691444 748885 0 0 443089 231216 308427 3858338 4107969 3528885 9133090 109592495 101689648 29480137 28457383 80112358 73232265 X THE CATHOLIC FOUNDATION OF NORTH GEORGIA HELPS CATHOLICS MAKE A LASTING DIFFERENCE IN THE COMMUNITY. WE ATTRACT, PROFESSIONALLY MANAGE, AND INVEST GIFTS TO SUPPORT THE CURRENT AND LONG TERM FINANCIAL NEEDS OF PARISHES, SCHOOLS, CHARITIES, AND OTHER MINISTRIES. false false 3050657 3050657 PROVIDE GRANTS TO SUPPORT THE WORK OF THE CHURCHES, SCHOOLS, MINISTRIES, AND NONPROFITS IN THE GEOGRAPHIC AREA OF THE ARCHDIOCESE OF ATLANTA THROUGH OUR COMPETITIVE GRANTS PROGRAMS, DONOR ADVISED FUND GRANTS AND THROUGH ENDOWMENT DISTRIBUTION GRANTS. 129101 PROVIDE PLANNED GIVING AND ENDOWMENT BUILDING SERVICES, INCLUDING EDUCATION, MAILINGS, TRAINING, PUBLIC SPEAKING TO PARISH AND SCHOOL GROUPS, AND ONE-ON-ONE MEETINGS WITH PARISHIONERS. 199431 RECEIVE AND MANAGE ENDOWMENT AND DONOR ADVISED FUNDS. THE FOUNDATION PROVIDES DONORS THE OPPORTUNITY TO ESTABLISH ENDOWMENT AND DONOR ADVISED FUNDS THAT ARE ADMINISTERED AND MANAGED BY THE FOUNDATION. FOR ENDOWMENT FUNDS, THE FOUNDATION UTILIZES PROFESSIONAL INVESTMENT MANAGERS AND OFFERS DIFFERENT INVESTMENT STRATEGIES. 3179758 true true false false false true false false true true true false false false true true true false false false false false false false false false false true false true false false false false false false false false true false false false false true false false false true 15 0 true 11 true false false false false false false false false false false false false false false false X 29 25 true false false false false false false true true false false true true true true true true true true false GA X JOHN RONCO 4044979440 5871 GLENRIDGE DR SUITE 300 ATLANTA GA 30328 DAVID SPOTANSKI DIRECTOR 1.0 40.0 X 0 170853 25918 NANCY COVENY PRESIDENT 40.0 0.0 X 122985 0 23046 BRIAN DOOLING DIRECTOR 1.0 40.0 X 0 101203 21739 MOST REVEREND GREGORY HARTMAYER DIRECTOR 1.0 40.0 X 0 40932 23730 REVEREND HENRY ATEM DIRECTOR 1.0 40.0 X 0 31260 29887 Michael Petrik Chair 1.0 0.0 X X 0 0 0 JOHN RIPOLL Secretary 1.0 0.0 X X 0 0 0 LISA CHURCHFIELD Deputy Treasurer 1.0 0.0 X X 0 0 0 MATTHEW GRIES Vice Chair 1.0 0.0 X X 0 0 0 DONNA BERGESON Treasurer 1.0 0.0 X X 0 0 0 MAURIZIO AGRESTA DIRECTOR 1.0 0.0 X 0 0 0 BILL ALLEN DIRECTOR 1.0 0.0 X 0 0 0 PHILIP COLETTI DIRECTOR 1.0 0.0 X 0 0 0 ALEJANDRO COSS DIRECTOR 1.0 0.0 X 0 0 0 KATHLEEN COTE DIRECTOR 1.0 0.0 X 0 0 0 Consuelo Ecuyer DIRECTOR 1.0 0.0 X 0 0 0 DOLLY FAIRCLOUGH DIRECTOR 1.0 0.0 X 0 0 0 KATHY FERRELL DIRECTOR 1.0 0.0 X 0 0 0 JODY FOSTER DIRECTOR 1.0 0.0 X 0 0 0 JOANIE GROSS DIRECTOR 1.0 0.0 X 0 0 0 JEAN HARVEY JOHNSON DIRECTOR 1.0 0.0 X 0 0 0 Jo Ann Herold DIRECTOR 1.0 0.0 X 0 0 0 BRENT HERRIN DIRECTOR 1.0 0.0 X 0 0 0 JAMES LANIER DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL MCENANEY DIRECTOR 1.0 0.0 X 0 0 0 Bjay Pak DIRECTOR 1.0 0.0 X 0 0 0 Sant Perez DIRECTOR 1.0 0.0 X 0 0 0 JOHN RHETT DIRECTOR 1.0 0.0 X 0 0 0 DICK WHITE DIRECTOR 1.0 0.0 X 0 0 0 DAVID K WITHERS DIRECTOR 1.0 0.0 X 0 0 0 122985 344248 124320 1 false true false 0 1028661 9943344 1009333 10972005 FUND MANAGEMENT FEES 523920 199431 199431 199431 931090 931090 0 0 0 0 0 4558393 3419860 1138533 1138533 1138533 0 0 0 0 0 0 0 0 0 0 13241059 199431 2069623 3050657 3050657 0 0 0 153467 24661 63670 65136 0 446968 72407 185567 188994 24208 3715 10005 10488 83351 12792 34448 36111 40891 6491 17185 17215 0 0 0 0 0 136023 136023 0 52035 10835 41200 0 0 0 55637 8954 23212 23471 0 0 62656 81 2101 60474 0 0 987 987 0 BOARD AND VOLUNEER EXPENSES 1089 1089 4107969 3179758 485122 443089 2094105 1966323 0 0 0 0 2752 2403 0 0 0 0 0 0 0 0 8053 8403 32710 30604 3092 2106 107484493 99710413 0 0 0 0 0 0 0 0 109592495 101689648 44219 49250 0 0 0 0 0 0 144780 120177 0 0 0 0 0 0 29291138 28287956 29480137 28457383 X 13972076 14848058 66140282 58384207 80112358 73232265 109592495 101689648 X 9133090 -12519255 -3493928 X false true X true false X 8687338 4414843 7661492 6246861 10972005 37982539 0 0 8687338 4414843 7661492 6246861 10972005 37982539 3954486 34028053 819026 1203536 1119839 1125084 931090 5198575 0 0 43181114 813185 0.78803 0.72036 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34 1556384 568650 9968758 true true false true X 79371370 7104312 -11260692 2824064 72390926 65124335 1508739 16029197 2935678 177612 177611 79371370 62077042 4551903 950724 2147285 154025 154024 65124335 60651181 1384685 2966341 2255821 234105 435239 62077042 52486984 6494250 4045149 1770652 192905 411645 60651181 0.19350 0.53320 0.27330 false false 3285 1670 1615 22825 22334 491 6600 6600 0 2106 0 BENEFICIARY ENDOWMENTS 28186954 CHARITABLE GIFT ANNUITY PAYABL 90068 DUE TO ARCHDIOCESE OF ATLANTA 10540 DUE TO/FROM INTERFUNDS 394 28287956 X -3287733 -12519255 42004 -12477251 9189518 4051541 4051541 13241059 3592360 42004 42004 3550356 557613 557613 4107969 PART IV, LINE 2B THE FOUNDATION MANAGES ONE FUND FOR THE ARCHDIOCESE, WHO ACTS AS THE TRUSTEE. THE FUND IS INVESTED AND MANAGED IN THE FOUNDATION'S NAME AND THE FOUNDATION RECEIVES A FEE FOR MANAGING THE FUND. THE FUNDS ARE INCLUDED IN THE FOUNDATION'S POOLED INVESTMENT FUND AND ARE REPORTED AS CUSTODIAL FUNDS PAYABLE ON THE STATEMENT OF FINANCIAL POSITION. DISTRIBUTIONS FROM THE FUND ARE MADE AT THE BENEFICIARY'S REQUEST AND IN ACCORDANCE WITH THE FOUNDATION'S POLICIES AND PROCEDURES. PART V, LINE 4 ENDOWMENT FUNDS ARE INTENDED TO PROVIDE VARIOUS SUPPORT, THROUGH ANNUAL GRANTS AND DISTRIBUTIONS, TO CHURCHES, SCHOOLS, MINISTRIES, AND NON-PROFIT ORGAINZATIONS IN ACCORDANCE WITH THE DONOR'S INTENTIONS. PART X, LINE 2 The Foundation is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code, as amended, and is classified by the Internal Revenue Service as other than a private foundation. Accordingly, no provision or liability for federal and state income taxes has been recorded in the accompanying financial statements. The Foundation annually evaluates all federal and state income tax positions. This process includes an analysis of whether these income tax positions the Foundation takes meet the definition of an uncertain tax position under the Income Taxes Topic of the Financial Accounting Standards Codification. In the normal course of business, the Foundation is subject to examination by the federal and state taxing authorities. In general, the Foundation is no longer subject to tax examinations for tax years ending before June 30, 2019. Part XI Line 4b Beneficiary Endowment Funds Revenue Part XII Line 4b Beneficiary Endowment Funds Expenses true Roman Catholic Archdiocese of Atlanta Inc 2401 Lake Park Drive SE Smyrna GA 30080 580677170 501(C)(3) 369300 General Operation and Education and Care of Priest Blessed Trinity Catholic High School 11320 Woodstock Rd Roswell GA 30075 582068525 501(C)(3) 8000 General Operations Cathedral of Christ the King 2699 Peachtree Rd NE Atlanta GA 30305 580644901 501(C)(3) 59100 General Operations and Donor Advised Funds Catholic Center at Georgia Tech 351 Ferst St Atlanta GA 30332 453659617 501(C)(3) 14350 General Operations Catholic Charities Atlanta Inc 2401 Lake Park Drive Smyrna GA 30080 580862903 501(C)(3) 151100 General Operations and Donor Advised Funds Catholic Church of St Ann 4905 Roswell Rd Marietta GA 30062 581337214 501(C)(3) 10700 General Operations Catholic Foundation of North Georgia Inc 5871 Glenridge Drive Suite 300 Atlanta GA 30328 582008930 501(C)(3) 229150 General Operations and Donor Advised Funds Christ Our Hope Catholic Church 1786 Wellborn Rd Lithonia GA 30058 581594490 501(C)(3) 10800 General Operations and Donor Advised Funds Christ the King School 46 Peachtree Way NE Atlanta GA 30305 580644901 501(C)(3) 12500 General Operations and Donor Advised Funds City of Refuge 1300 Joseph E Boone Boulevard Atlanta GA 30314 582194642 501(C)(3) 20000 Donor Advised Funds Cool Girls 315 W Ponce De Leon Ave Ste 800 Decatur GA 30030 581958246 501(C)(3) 12500 Donor Advised Funds Corpus Christi Catholic Church 600 Mountain View Dr Stone Mountain GA 30083 581162072 501(C)(3) 8000 General Operations Cristo Rey Atlanta Jesuit High School 222 Piedmont Avenue NE Atlanta GA 30308 455550340 501(C)(3) 11000 General Operations and Donor Advised Funds Divino Nio Jess Misin Catlica 4400 Abbotts Bridge Rd Duluth GA 30097 270567095 501(C)(3) 6000 General Operations Handshouse Studio 8 Meadow Farm Way Norwell MA 02061 043715575 501(C)(3) 15000 Donor Advised Funds Holy Redeemer Catholic School 3380 Old Alabama Rd Johns Creek GA 30022 582416042 501(C)(3) 13500 Donor Advised Funds Holy Spirit Catholic Church 4465 Northside Dr NW Atlanta GA 30327 580969299 501(C)(3) 38100 General Operations Holy Spirit Preparatory School 4449 Northside Dr NW Atlanta GA 30327 582141813 501(C)(3) 11300 General Operations Ignatius House 6700 Riverside Dr Atlanta GA 30328 580862903 501(C)(3) 15100 General Operations and Donor Advised Funds Immaculate Heart of Mary Catholic Church 2855 Briarcliff RD NE Atlanta GA 30329 586012645 501(C)(3) 20300 General Operations and Donor Advised Funds Immaculate Heart of Mary Catholic School 2855 Briarcliff Rd NE Atlanta GA 30329 586012645 501(C)(3) 8000 General Operations Interfaith Outreach Home PO Box 48075 Doraville GA 30362 581861762 501(C)(3) 10000 Donor Advised Funds Marist School 3790 Ashford Dunwoody Rd NE Atlanta GA 30319 580566204 501(C)(3) 31000 General Operations and Donor Advised Funds Mercy Care Foundation 424 Decatur St Atlanta GA 30312 581448522 501(C)(3) 35000 Donor Advised Funds Monsignor Donovan Catholic High School 590 Lavender Rd Athens GA 30606 651169619 501(C)(3) 22660 General Operations Notre Dame Academy 4635 River Green Parkway Duluth GA 30096 841657624 501(C)(3) 15500 General Operations Our Lady of Lourdes Catholic Church 25 Boulevard NE Atlanta GA 30312 580814551 501(C)(3) 5500 General Operations Our Lady of Mercy High School 861 Highway 279 Fayetteville GA 3 Fayetteville GA 30214 582614489 501(C)(3) 542160 General Operations Our Lady of Perpetual Help Catholic Church 210 Old Center Point RD Carrollton GA 30117 580964609 501(C)(3) 5100 General Operations Our Lady of the Assumption Catholic Church 1406 Hearst Dr NE Brookhaven GA 30319 580954717 501(C)(3) 24000 Donor Advised Funds Our Lady of the Assumption Catholic School 1320 Hearst Drive NE Brookhaven GA 30319 586003076 501(C)(3) 41600 General Operations Our Lady of the Mountains Catholic Church 1908 Waleska Highway 108 Jasper GA 30143 571195461 501(C)(3) 56073 General Operations Our Lady of Victory Catholic School 211 Kirkley Road Tyrone GA 30290 582416040 501(C)(3) 7000 General Operations Pinecrest Academy 955 Peachtree Parkway Cumming GA 30041 582054020 501(C)(3) 10500 General Operations Pregnancy Aid Clinic PO Box 92 Roswell GA 30077 581592562 501(C)(3) 54000 General Operations and Donor Advised Funds Queen of Angels Catholic School 11340 Woodstock Rd Roswell GA 30075 582416044 501(C)(3) 6900 General Operations San Felipe de Jesus Catholic Mission 925 Conley Rd Forest Park GA 30297 271209914 501(C)(3) 6000 General Operations Society of St Vincent de Paul Georgia 2050 Chamblee Tucker Rd Ste C Atlanta GA 30341 580967972 501(C)(3) 30100 General Operations and Donor Advised Funds Southern University System Foundation PO Box 9723 Baton Rouge LA 70813 237052911 501(C)(3) 25000 Donor Advised Funds St Bernadette Catholic Church 100 Evergreen Lane Cedartown GA 30125 581638738 501(C)(3) 6700 General Operations St Brendan the Navigator Catholic Church 4633 Shiloh Rd Cumming GA 30040 582473782 501(C)(3) 50673 General Operations St Brigid Catholic Church 3400 Old Alabama Rd Johns Creek GA 30022 582414769 501(C)(3) 16600 General Operations and Donor Advised Funds St Catherine of Siena Catholic School 1618 Ben King Rd Kennesaw GA 30144 010552300 501(C)(3) 21100 General Operations St Helena Catholic Church PO Box 534 Clayton GA 30525 760839111 501(C)(3) 9300 General Operations and Donor Advised Funds St James the Apostle Catholic Church McDonough 1000 Decatur Rd McDonough GA 30252 581624402 501(C)(3) 6100 General Operations St John Neumann Regional Catholic School 791 Tom Smith Rd SW Lilburn GA 30047 581661089 501(C)(3) 7900 General Operations St John the Evangelist Catholic School 240 Arnold St Hapeville GA 30354 205200945 501(C)(3) 19900 General Operations St Joseph Catholic Church Marietta 87 Lacy St NW Marietta GA 30060 580665896 501(C)(3) 8850 General Operations and Donor Advised Funds St Joseph Catholic School Athens 958 Epps Bridge Pkwy Athens GA 30606 580864659 501(C)(3) 12960 General Operations St Joseph Catholic School Marietta St Joseph Catholic School Marietta GA 30060 580665896 501(C)(3) 9000 General Operations St Jude the Apostle Catholic Church 7171 Glenridge Dr Sandy Springs GA 30328 830415529 501(C)(3) 18900 General Operations and Donor Advised Funds St Lawrence Catholic Church 319 Grayson Hwy Lawrenceville GA 30046 581387926 501(C)(3) 8910 General Operations and Donor Advised Funds St Marguerite D'Youville Catholic Church 85 Gloster Rd NW Lawrenceville GA 30044 582152157 501(C)(3) 6100 General Operations St Mary's Catholic School 401 E 7th St SE Rome GA 30161 412097947 501(C)(3) 33160 General Operations St Peter Claver Regional Catholic School 2560 Tilson Rd Decatur GA 30032 581918801 501(C)(3) 56760 General Operations St Peter the Rock Catholic Church PO Box 280 The Rock GA 30285 651207195 501(C)(3) 10600 General Operations St Philip Benizi Catholic Church 591 Flint River Road Jonesboro GA 30238 581036505 501(C)(3) 10000 General Operations St Pius X Catholic High School 2674 Johnson Rd NE Atlanta GA 30345 580706914 501(C)(3) 309449 General Operations and Donor Advised Funds and Stu St Thomas Aquinas Catholic Church 535 Rucker Rd Alpharetta GA 30004 581132909 501(C)(3) 53700 General Operations St Thomas More Catholic School 630 W Ponce De Leon Ave Decatur GA 30030 580456277 501(C)(3) 83200 General Operations St Thomas the Apostle Catholic Church 4300 King Springs Rd SE Smyrna GA 30082 581029424 501(C)(3) 6000 General Operations St Toribio Romo Catholic Mission 2402 Highway 76 Chatsworth GA 30705 461544188 501(C)(3) 6000 General Operations The Catholic Foundation (Dallas) 12222 Merit Dr Ste 850 Dallas TX 75252 751106620 501(C)(3) 75000 Donor Advised Funds The Catholic Shrine of the Immaculate Conception 48 Martin Luther King Jr Dr SW Atlanta GA 30303 580622965 501(C)(3) 8900 General Operations The Woodruff Arts Center 1280 Peachtree St NE Atlanta GA 30309 580633971 501(C)(3) 7000 Donor Advised Funds University of Memphis Foundation 635 Normal St Memphis TN 38152 626048540 501(C)(3) 10000 Donor Advised Funds 66 Part I, Line 2 COMPETITIVE GRANT APPLICANTS COMPLETE THE GRANT APPLICATION FORMS AND FOLLOW THE GUIDELINES. STAFF MEMBERS CONDUCT THE DUE DILIGENCE TO ENSURE ALL GRANTEE ORGANIZATIONS ARE ELIGIBLE INCLUDING UTILIZING GUIDESTAR CHARITY CHECK, AND REVIEW APPLICATIONS AND APPLICANT DOCUMENTATION. GRANT COMMITTEE REVIEWS AND MAKES RECOMMENDATIONS TO THE BOARD. THE BOARD OF DIRECTORS APPROVES ALL GRANTS. GRANTEES ARE REQUIRED TO SUBMIT GRANT REPORTS 7-8 MONTHS AFTER GRANT AWARD. ENDOWMENT DISTRIBUTION GRANTS ARE AWARDED ONCE PER YEAR, BASED ON THE FOUNDATION'S SPENDING POLICY. ELIGIBLE BENEFICIARIES ARE SENT A FORM DESCRIBING THE PURPOSE OF THE ENDOWMENT FUNDS AND THE AMOUNT ELIGIBLE FOR THE DISTRIBUTION. ORGANIZATIONS NOTE HOW MUCH OF THE DISTRIBUTION THEY WISH TO TAKE IN THIS PARTICULAR YEAR AND HOW THE GRANT WILL BE USED. FOUNDATION STAFF COMPARE THE PURPOSE OF THE GRANT DISTRIBUTION WITH THE PURPOSE DESCRIBED BY THE ORGANIZATION IN THE FORM. IF THEY MATCH, THE ENDOWMENT DISTRIBUTION CHECK WILL BE SENT TO THE ORGANIZATION. IF THERE IS A DISCREPANCY BETWEEN THE PURPOSE OF THE ENDOWMENT AND HOW THE ORGANIZATION WISHES TO USE THE GRANT, THE FOUNDATION STAFF WILL CALL THE HEAD OF THE ORGANIZATION TO DISCUSS. FROM THAT CONVERSATION, THE REQUEST FORM WILL EITHER BE APPROVED, DENIED, OR SENT TO THE GRANTS COMMITTEE FOR FURTHER DISCUSSION. IF NEEDED, THE BOARD OF DIRECTORS WILL BE BROUGHT IN FOR APPROVAL OR DENIAL OF THE DISTRIBUTION. DONOR ADVISED FUND GRANTS ARE REQUESTED BY THE DONOR ADVISORS VIA A FORM THAT VERIFIES THE PURPOSES OF THE GRANT AND THAT IT IS ELIGIBLE IN ACCORDANCE WITH GUIDELINES OF THE PENSION PROTECTION ACT. THE STAFF CONDUCTS THE PROPER DUE DILIGENCE TO DETERMINE IF THE ORGANIZATION IS ELIGIBLE FOR A GRANT. IF UNCLEAR, THE REQUEST IS BROUGHT TO THE GRANTS COMMITTEE FOR DISCUSSION AND TO THE BOARD OF DIRECTORS WHEN APPROPRIATE, FOR APPROVAL OR DENIAL. ALL GRANTEES MUST SIGN GRANT AGREEMENTS WHICH SPECIFY THE PURPOSE OF THE GRANT AND MUST SUBMIT GRANT REPORTS DETAILING HOW THE GRANT WAS USED. ADDITIONAL INFORMATION GRANTS LISTED IN SCHEDULE I, PART II INCLUDE GRANTS FROM THE FOUNDATION'S DONOR ADVISED FUNDS AND DISTRIBUTIONS FROM ENDOWMENT FUNDS, IN ADDITION TO GRANTS PROVIDED BY THE FOUNDATION'S COMPETITIVE GRANTS PROGRAMS. NUMEROUS GRANTS OF $5,000 OR LESS ARE NOT REPORTED ON SCHEDULE I. ALL THE GRANTS LISTED ABOVE WITH A DONOR ADVISED FUNDS DESIGNATION IN COLUMN (H) - PURPOSE OF GRANT OR ASSISTANCE ARE GRANTS THAT WERE MADE FROM DONOR ADVISED FUNDS MAINTAINED AT THE FOUNDATION. THESE LARGE GRANTS TOTALED $568,650 ON SCHEDULE I. THERE WERE ALSO GRANTS NOT OVER $5,000 MADE FROM DONOR ADVISED FUNDS WHICH WERE NOT REPORTED ON SCHEDULE I. X X false false false false false false false false false DAVID SPOTANSKI DIRECTOR 0 170853 0 0 0 0 0 10251 0 15667 0 196771 0 0 X 5 1009333 MARKET VALUE false true true PART I, COLUMN B - ITEMS CONTRIBUTED COLUMN B REPORTS NUMBER OF ITEMS RECIEVED. SCHEDULE M, LINE 32B GIFTS MADE IN THE FORM OF STOCKS ARE WIRED FROM THE DONOR TO THE CATHOLIC FOUNDATION ACCOUNT AT THE ATLANTA CONSULTING GROUP (ACG). ACG LIQUIDATES THE STOCK AND TRANSFERS THE FUNDS VIA ACH TO THE ORGANIZATION. PART VI, SECTION A, LINE 2 MOST REVEREND GREGORY HARTMAYER, REVEREND HENRY ATEM, DAVID SPOTANSKI, AND BRIAN DOOLING WORK FOR THE SAME ORGANIZATION - ARCHDIOCESES OF ATLANTA. PART VI, SECTION B, LINE 11B BEFORE THE FORM 990 IS FILED, A PRELIMINARY COPY IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. THE FINANCE COMMITTEE INCLUDES REPRESENTATIVES FROM THE BOARD OF DIRECTORS. ALL ISSUES THAT ARISE FROM THIS REVIEW ARE ADDRESSED, AND ANY NECESSARY CHANGES ARE MADE. A FINAL COPY OF THE FORM 990 IS THEN PROVIDED TO THE COMPLETE BOARD OF DIRECTORS FOR REVIEW. UPON APPROVAL OF THE BOARD OF DIRECTORS, THE FORM 990 IS FILED. PART VI, SECTION B, LINE 12C EACH BOARD MEMBER MUST FILL OUT THE FORM TO DISCLOSE ANY CONFLICT EACH YEAR. THE CONFLICT OF INTEREST FORMS ARE REVIEWED BY THE GOVERNANCE COMMITTEE EACH YEAR IN DETAIL, AND IF THERE IS ANY CONCERNS OR CONFLICTS, THEY ARE BROUGHT TO THE FULL BOARD FOR DISCUSSION. IF A PERSON HAS A CONFLICT, THIS CONFLICT MUST BE DISCLOSED AND THEY MAY NOT PARTICIPATE IN ANY DISCUSSION OR VOTE ON ANY MATTER THAT INVOLVES THIS CONFLICT. THE POLICY IS REVIEWED BY THE BOARD OF DIRECTORS ONCE EVERY YEAR. ANY CHANGES IN THE POLICY WILL BE COMMUNICATED IMMEDIATELY TO ALL RESPONSIBLE PEOPLE. PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF THE PRESIDENT UTILIZING COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS FOR OTHER OFFICERS OR KEY EMPLOYEES. THE PRESIDENT OF THE FOUNDATION REVIEWS COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS WHEN DETERMINING COMPENSATION LEVELS. THE PRESIDENT THEN PRESENTS THE SALARY AND BENEFIT LEVELS TO THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS, WHO APPROVE THESE LEVELS WITHIN THE BUDGETARY PROCESS. PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Part XI, Line 9 557,613 Beneficiary Endowment Funds Expenses 4,051,541 - Beneficiary Endowment Funds Revenue -------------------------- -3,493,928 = archdiocese of atlanta 2401 LAKE PARK DRIVE SE SMYRNA GA 30080 580677170 DIOCESE GA 501(C)(3) lINE 1 NA false false true true false false false false false false false false false false false false true false false false ARCHDIOCESE OF ATLANTA C 1028661 CASH OR FMV ARCHDIOCESE OF ATLANTA P 137929 Actual Amount ARCHDIOCESE OF ATLANTA B 369300 Actual Amount SCHEDULE R, PART V LINE 1B FOUNDATION MAKES GRANTS TO ARCHDIOCESE OF ATLANTA AND OTHER PARISHES, SCHOOLS, AND ENTITIES WHICH ARE UNDER THE GROUP EXEMPTION. THE PURPOSES AND AMOUNTS OF THOSE GRANTS ARE DISCLOSED ON SCHEDULE I. SCHEDULE R, PART V LINE 1C FOUNDATION RECEIVES DONATIONS FROM THE ARCHDIOCESE OF ATLANTA. DURING THE FISCAL YEAR, $1,028,661 WAS USED FOR VARIOUS ENDOWMENTS. SCHEDULE R, PART V LINE 1P FOUNDATION REIMBURSES THE ARCHDIOCESE OF ATLANTA FOR EMPLOYEE HEALTH, RETIREMENT, AND OTHER SIMILAR OPERATING EXPENSES.