CATHOLIC COMMUNITY FOUNDATION FOR THE DIOCESE OF PHOENIX: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC COMMUNITY FOUNDATION FOR THE DIOCESE OF PHOENIX (EIN 86-0465177)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2023-10-10
- IRS object ID
- 202332839349300828
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-10T18:15:31-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860465177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC COMMUNITY FOUNDATION FOR THE | BusinessNameLine1Txt |
| Business Name Line2 | DIOCESE OF PHOENIX | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 4806518800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 S LAKESHORE DRIVE NO 650 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KYLE FELIX | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 4806518800 | PhoneNum |
| Signature | 2023-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KYLE | PersonFirstNm |
| Person Last | FELIX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY A O'LOUGHLIN | PreparerPersonNm |
| PTIN | P00869687 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2023-10-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES CARABAJAL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 S LAKESHORE DRIVE NO 650 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $83,618,711 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CCFPHX.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD THE FUTURE OF THE FAITH BY PROVIDING SUSTAINABLE SUPPORT FOR THOSE WHO SERVE OUR COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $5,281 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,280 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,160,666 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,257,713 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $672,358 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $805,215 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,806,086 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,301,592 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,639,110 | PYTotalRevenueAmt |
| CY Total Revenue | $9,364,520 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,976,201 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,138,804 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $754,442 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $791,483 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $8,750 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $6,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $489,229 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $453,081 | PYOtherExpensesAmt |
| CY Other Expenses | $341,291 | CYOtherExpensesAmt |
| PY Total Expenses | $4,192,474 | PYTotalExpensesAmt |
| CY Total Expenses | $3,277,578 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,446,636 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,086,942 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $71,366,555 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,180,197 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,792,199 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,631,338 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,574,356 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $58,548,859 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE CATHOLIC COMMUNITY FOUNDATION IS A FINANCIAL INSTITUTION WHOSE MISSION IS TO BUILD THE FUTURE OF THE FAITH BY PROVIDING SUSTAINABLE SUPPORT FOR THOSE WHO SERVE OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $138,453 | ExpenseAmt |
| Grant | $136,200 | GrantAmt |
| Desc | CATHOLIC GIVING CIRCLE - THE GIVING CIRCLE IS A PROGRAM THAT INVITES INDIVIDUALS FROM ALL WALKS OF LIFE TO PARTICIPATE IN A TRULY UNIQUE GRANTING OPPORTUNITY. MEMBERS OF THE CIRCLE JOIN BY PAYING A MEMBERSHIP DUE, AND ALL DUES ARE ACCUMULATED INTO A COLLECTIVE POOL AND GRANTED OUT TO ORGANIZATIONS, AS VOTED BY THE GROUP. ADDITIONAL FUNDS ARE ALSO GENERATED FROM THE FOUNDATION'S FOREVER FUND ENDOWMENTS AND ADDED TO THE COLLECTIVE POOL. ANNUALLY A 'PITCH DAY' IS HELD WHERE ORGANIZATIONS SEEKING THE GRANT MONEY COME AND PRESENT IN FRONT OF THE GROUP TO DEMONSTRATE THEIR NEED AND USE FOR THE POTENTIAL FUNDS. THIS YEAR WAS THE LARGEST GROUP TO DATE WITH OVER 80 MEMBERS! APPROXIMATELY $136,000 WAS GRANTED OUT TO THE COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,000 | ExpenseAmt |
| Grant | $19,000 | GrantAmt |
| Desc | NEEDS BASED SCHOLARSHIPS PROGRAM - THE FOUNDATION LAUNCHED THE NEEDS BASED SCHOLARSHIP PROGRAM IN 2020 WHICH IS FOCUSED ON HELPING STUDENTS WITH FINANCIAL NEED AS DETERMINED BY THE PRINCIPAL OF EACH SCHOOL. THIS PROGRAM AWARDS RECIPIENTS $17,000 OVER A 5-YEAR PERIOD, WITH STUDENTS RECEIVING $1,000 IN GRADE 8 FOLLOWED BY $4,000 PAYMENTS FOR ALL FOUR YEARS OF HIGH SCHOOL. THIS YEAR THE FOUNDATION AWARDED THIS SCHOLARSHIP TO 16 STUDENTS ACROSS 14 SCHOOLS. IN TOTAL, THE FOUNDATION HAS AWARDED 35 SCHOLARSHIPS IN THE TWO YEARS SINCE THIS PROGRAM BEGAN. THE REVENUE FOR THIS PROGRAM IS DERIVED FROM ENDOWMENT INCOME. EXPENSE FOR THIS PROGRAM DECREASED SIGNIFICANTLY FROM THE PAST YEAR DUE TO THE CHANGE IN ACCOUNTING FOR SCHOLARSHIPS BROUGHT ON BY THE INTRODUCTION OF ASU 2018-08. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,158,687 | ExpenseAmt |
| Grant | $1,983,604 | GrantAmt |
| Revenue | $805,215 | RevenueAmt |
| Desc | ADMINISTRATIVE FEES THAT ARE EARNED THROUGH THE MANAGEMENT OF THE UNDERLYING INVESTMENT BALANCES OF FUND HOLDERS, WHICH ENTAILS INVESTMENT ALLOCATION DECISIONS AND PERFORMING ADMINISTRATIVE FUNCTIONS TO OPERATE AND MAINTAIN THE FUNDS OF DONORS. THE FOUNDATION FOCUSES ON ASSET PROTECTION, MANAGING AND BUILDING WEALTH WITH A CATHOLIC VALUES FOCUS, AND PROVIDING SERVICES FOR THOSE IN ALL STAGES OF LIFE (ENDOWMENT MANAGEMENT, ESTATE PLANNING, DONOR ADVISED FUNDS, CHARITABLE GIVING ANNUITIES, ETC.). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,316,140 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYLER GREUEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4806518808 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 S LAKESHORE DRIVE STE 650 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| STEVE STRICKBINE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PEG WHALEN | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAN WILHELM | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT WHITEHOUSE | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BISHOP THOMAS OLMSTEAD | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GARY NAQUIN | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FR MATT LOWRY | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GREG KRUZEL | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| F MICHAEL GEDDES | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| J TOMMY ESPINOZA | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY EHMANN | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GONZALO DE LA MELENA | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHNATHAN COURY | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANN COUCH | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DR MARIA CHAVIRA | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JANINE CAMPO | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FR FRED ADAMSON | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN CAMBERG | |||||||
| VICE CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVE JEROME ESQ | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRYAN BRADY | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN EVEN ESQ | |||||||
| PAST CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN ABRAHAM | |||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SR MARY JORDAN HOOVER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA SCHELLER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES CARABAJAL | |||||||
| CEO | 40.00 | 0.00 | $165,416 | $0 | $15,244 | Yes (X) | |
| KYLE FELIX | |||||||
| DIRECTOR OF FINANCE | 40.00 | 0.00 | $116,496 | $0 | $14,697 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $281,912 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $29,941 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,257,713 | AllOtherContributionsAmt |
| Noncash Contributions | $1,891,770 | NoncashContributionsAmt |
| Total Contributions | $6,257,713 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $805,215 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $805,215 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $805,215 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,289,355 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,281 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,284,074 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,266,428 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,254,191 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,012,237 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,012,237 | TotalRevenueColumnAmt |
| Exclusion | $1,012,237 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,364,520 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $805,215 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,281 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,296,311 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,780,841 | TotalAmt |
| Program Services | $1,780,841 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,963 | TotalAmt |
| Program Services | $357,963 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,703 | TotalAmt |
| Program Services | $57,091 | ProgramServicesAmt |
| Management And General | $91,585 | ManagementAndGeneralAmt |
| Fundraising | $166,027 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,599 | TotalAmt |
| Program Services | $52,247 | ProgramServicesAmt |
| Management And General | $87,421 | ManagementAndGeneralAmt |
| Fundraising | $155,931 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,730 | TotalAmt |
| Program Services | $10,735 | ProgramServicesAmt |
| Management And General | $17,961 | ManagementAndGeneralAmt |
| Fundraising | $32,034 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,724 | TotalAmt |
| Program Services | $12,678 | ProgramServicesAmt |
| Management And General | $21,213 | ManagementAndGeneralAmt |
| Fundraising | $37,833 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,727 | TotalAmt |
| Program Services | $8,613 | ProgramServicesAmt |
| Management And General | $14,411 | ManagementAndGeneralAmt |
| Fundraising | $25,703 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,550 | TotalAmt |
| Management And General | $34,550 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Fundraising | $6,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,397 | TotalAmt |
| Program Services | $500 | ProgramServicesAmt |
| Management And General | $49,225 | ManagementAndGeneralAmt |
| Fundraising | $6,672 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,711 | TotalAmt |
| Program Services | $136 | ProgramServicesAmt |
| Management And General | $17,071 | ManagementAndGeneralAmt |
| Fundraising | $2,504 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,163 | TotalAmt |
| Program Services | $300 | ProgramServicesAmt |
| Management And General | $14,457 | ManagementAndGeneralAmt |
| Fundraising | $17,406 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,593 | TotalAmt |
| Management And General | $3,593 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,287 | TotalAmt |
| Program Services | $5,337 | ProgramServicesAmt |
| Management And General | $14,104 | ManagementAndGeneralAmt |
| Fundraising | $16,846 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,612 | TotalAmt |
| Program Services | $147 | ProgramServicesAmt |
| Management And General | $4,116 | ManagementAndGeneralAmt |
| Fundraising | $6,349 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,989 | TotalAmt |
| Management And General | $1,201 | ManagementAndGeneralAmt |
| Fundraising | $1,788 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,079 | TotalAmt |
| Management And General | $37,079 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| COMPUTER SOFTWARE AND S | $46,587 | $45,387 | $1,200 | |
| SPONSORSHIPS | $23,650 | $23,650 | ||
| DUES AND NON-COMPUTER S | $10,284 | $10,019 | $265 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,389 | TotalAmt |
| Program Services | $5,902 | ProgramServicesAmt |
| Management And General | $8,816 | ManagementAndGeneralAmt |
| Fundraising | $12,671 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,277,578 | TotalAmt |
| Program Services | $2,316,140 | ProgramServicesAmt |
| Management And General | $472,209 | ManagementAndGeneralAmt |
| Fundraising | $489,229 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,348 | BOYAmt |
| EOY | $324,665 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,370 | BOYAmt |
| EOY | $947,098 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,292 | BOYAmt |
| EOY | $53,551 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $48,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,000 | BOYAmt |
| EOY | $48,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,287,802 | BOYAmt |
| EOY | $95,997,804 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,869,743 | BOYAmt |
| EOY | $3,809,079 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,366,555 | BOYAmt |
| EOY | $101,180,197 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,875 | BOYAmt |
| EOY | $91,426 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,022,650 | BOYAmt |
| EOY | $907,973 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,282 | BOYAmt |
| EOY | $53,217 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,087,801 | BOYAmt |
| EOY | $40,078,022 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,353,591 | BOYAmt |
| EOY | $1,500,700 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,792,199 | BOYAmt |
| EOY | $42,631,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,518,115 | BOYAmt |
| EOY | $23,053,938 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,056,241 | BOYAmt |
| EOY | $35,494,921 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,574,356 | BOYAmt |
| EOY | $58,548,859 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,366,555 | BOYAmt |
| EOY | $101,180,197 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,086,942 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,872,899 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$765,786 | InvestmentExpenseAmt |
| Other Changes In Net Assets | -$219,552 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,571,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,481,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,393,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,160,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,257,713 | CurrentTaxYearAmt |
| Total | $22,864,974 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,571,443 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,481,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,393,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,160,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,257,713 | CurrentTaxYearAmt |
| Total | $22,864,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,097,876 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,767,098 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $885,777 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $872,196 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,504,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,062,284 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,289,355 | CurrentTaxYearAmt |
| Total | $5,613,887 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $70,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,551 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,280 | CurrentTaxYearAmt |
| Total | $124,615 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,603,476 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,412,096 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 109 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 16 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $3,832,072 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $339,736 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,339,113 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $56,577 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,251,816 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $1,090,642 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,712,524 | BeginningYearBalanceAmt |
| Contributions | $837,914 | ContributionsAmt |
| Investment Earnings Or Losses | $8,663,972 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,208,814 | OtherExpendituresAmt |
| End Year Balance | $37,005,596 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,343,451 | BeginningYearBalanceAmt |
| Contributions | $870,677 | ContributionsAmt |
| Investment Earnings Or Losses | $920,031 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,421,635 | OtherExpendituresAmt |
| End Year Balance | $29,712,524 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,407,225 | BeginningYearBalanceAmt |
| Contributions | $982,211 | ContributionsAmt |
| Investment Earnings Or Losses | $1,615,897 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,661,882 | OtherExpendituresAmt |
| End Year Balance | $29,343,451 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,240,853 | BeginningYearBalanceAmt |
| Contributions | $625,787 | ContributionsAmt |
| Investment Earnings Or Losses | $2,125,188 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,584,603 | OtherExpendituresAmt |
| End Year Balance | $28,407,225 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,177,071 | BeginningYearBalanceAmt |
| Contributions | $2,577,181 | ContributionsAmt |
| Investment Earnings Or Losses | $2,897,373 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,410,772 | OtherExpendituresAmt |
| End Year Balance | $27,240,853 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.28000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $48,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $48,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $48,000 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY OBLIGATIONS | Desc |
| Amt | $1,500,700 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,500,700 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,252,081 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $9,872,899 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$91,913 | OtherRevenueAmt |
| Revenue Not Reported | $9,780,986 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,471,095 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $765,787 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $127,638 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $893,425 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,364,520 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,277,578 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,277,578 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,277,578 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | FROM TIME-TO-TIME OTHER NOT-FOR-PROFIT ORGANIZATIONS SEEK TO ESTABLISH A FUND WITH THE FOUNDATION WITH ITS OWN FUNDS AND SPECIFIES ITSELF AS THE BENEFICIARY OF THAT FUND. IN EACH INSTANCE, THE FOUNDATION MAINTAINS VARIANCE POWER AND LEGAL OWNERSHIP OF AGENCY ENDOWMENT FUNDS AND AS SUCH CONTINUES TO REPORT THE FUNDS AS CASH AND INVESTMENTS OF THE FOUNDATION. HOWEVER, IN ACCORDANCE WITH SFAS NO. 136, A LIABILITY HAS BEEN ESTABLISHED FOR THE FAIR VALUE OF THE FUNDS, WHICH IS GENERALLY EQUIVALENT TO THE PRESENT VALUE OF FUTURE PAYMENTS EXPECTED TO BE MADE TO THE NPO'S. |
| PART X, LINE 2: | THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME WOULD BE TAXABLE. THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF ITS POLICIES AND PROCEDURES, REVIEW OF ITS REGULAR TAX FILINGS, AND DISCUSSIONS WITH OUTSIDE EXPERTS. THE FOUNDATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR FISCAL 2018, 2019 AND 2020 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE FOUNDATION'S FISCAL 2021 RETURN HAS NOT YET BEEN FILED AS OF THE DATE OF THIS REPORT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST TRUST -91,913. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INTEREST EXPENSE 127,638. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (52 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AID TO WOMEN CENTER | |||||||
| 1328 EAST APACHE BLVD | TEMPE | AZ | 85281 | 860528953 | 501(C)(3) | $5,800 | PROGRAM SUPPORT |
| ANTHEM CARES THROUGH SERVICE | |||||||
| 3655 W ANTHEM WAY | ANTHEM | AZ | 85086 | 475614025 | 501(C)(3) | $7,000 | PROGRAM SUPPORT |
| AUGUSTINE INSTITUTE | |||||||
| 6160 S SYRACUSE WAY STE 310 | GREENWOOD VILLAGE | CO | 80111 | 202349108 | 501(C)(3) | $17,405 | PROGRAM SUPPORT |
| BOOST A FOSTER FAMILY INC | |||||||
| 1402 E CATAMARAN DR | GILBERT | AZ | 85234 | 813403400 | 501(C)(3) | $25,000 | PROGRAM SUPPORT |
| BROPHY COLLEGE PREPARATORY | |||||||
| 4701 NORTH CENTRAL AVENUE | PHOENIX | AZ | 85012 | 860119984 | 501(C)(3) | $33,500 | PROGRAM SUPPORT |
| CATHOLIC CHARITITES COMMUNITY SERVICE | |||||||
| 4747 N 7TH AVE | PHOENIX | AZ | 85013 | 860223999 | 501(C)(3) | $20,183 | PROGRAM SUPPORT |
| CHILDHELP INC | |||||||
| 6730 N SCOTTSDALE STE 150 | PARADISE VALLEY | AZ | 85253 | 952884608 | 501(C)(3) | $20,000 | PROGRAM SUPPORT |
| CHRIST THE KING PARISH | |||||||
| 1551 E DANA AVE | MESA | AZ | 85204 | 300513890 | 501(C)(3) | $76,501 | PROGRAM SUPPORT |
| CITY OF THE LORD | |||||||
| 711 W UNIVERSITY DR | TEMPE | AZ | 85281 | 860351356 | 501(C)(3) | $8,400 | PROGRAM SUPPORT |
| CROSIER VILLAGE OF PHOENIX | |||||||
| 717 E SOUTHERB AVE | PHOENIX | AZ | 85040 | 813525518 | 501(C)(3) | $7,500 | PROGRAM SUPPORT |
| DIOCESE OF NEWTON | |||||||
| 3 VFW PKWY WEST | ROXBURY | MA | 02132 | 042636319 | 501(C)(3) | $6,500 | PROGRAM SUPPORT |
| DIOCESE OF PHOENIX - BISHOP'S OFFICE | |||||||
| 400 E MONROE ST | PHOENIX | AZ | 85004 | 860223974 | 501(C)(3) | $353,360 | PROGRAM SUPPORT |
| DIOCESE OF PHOENIX - CDA | |||||||
| 400 E MONROE ST | PHOENIX | AZ | 85004 | 860223974 | 501(C)(3) | $25,850 | PROGRAM SUPPORT |
| DIOCESE OF PHOENIX - OFFICE OF MISSION ADVANCEMENT | |||||||
| 400 E MONROE ST | PHOENIX | AZ | 85004 | 860223974 | 501(C)(3) | $49,500 | PROGRAM SUPPORT |
| DOMINICAN SISTERS OF MARY | |||||||
| 4597 WARREN RD | ANN HABOR | MI | 48105 | 383349686 | 501(C)(3) | $20,000 | PROGRAM SUPPORT |
| E3-AFRICA | |||||||
| 18521 E QUEEN CREEK RD STE 105-273 | QUEEN CREEK | AZ | 85142 | 260843107 | 501(C)(3) | $5,250 | PROGRAM SUPPORT |
| FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS | |||||||
| PO BOX 17408 | DENVER | CO | 80217 | 841522811 | 501(C)(3) | $20,400 | PROGRAM SUPPORT |
| FIRST PLACE PHOENIX | |||||||
| 717 E MARYLAND 110 | PHOENIX | AZ | 85014 | 461722227 | 501(C)(3) | $15,000 | PROGRAM SUPPORT |
| FRANCISCAN RENEWAL CENTER | |||||||
| 5802 E LINCOLN DR | SCOTTSDALE | AZ | 85253 | 860720036 | 501(C)(3) | $9,586 | PROGRAM SUPPORT |
| FULL CIRCLE | |||||||
| 1955 W BASELINE RD | MESA | AZ | 85202 | 813986834 | 501(C)(3) | $9,200 | PROGRAM SUPPORT |
| HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION | |||||||
| 2000 P ST NW STE 310 | WASHINGTON | DC | 20036 | 522050117 | 501(C)(3) | $61,000 | PROGRAM SUPPORT |
| INSTITUTE FOR BETTER EDUCATION | |||||||
| 921 N SWAN RD | TUCSON | AZ | 85711 | 237102832 | 501(C)(3) | $8,000 | PROGRAM SUPPORT |
| LA SALLE UNIVERSITY | |||||||
| 1900 W OLNEY AVE | PHILADELPHIA | PA | 19141 | 231352654 | 501(C)(3) | $6,000 | PROGRAM SUPPORT |
| LIFE TEEN INC | |||||||
| ATTN LOCKBOX 117299 | STOCKBRIDGE | GA | 30281 | 860602592 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| MAGGIE'S PLACE | |||||||
| PO BOX 1102 | PHOENIX | AZ | 85001 | 860972675 | 501(C)(3) | $5,600 | PROGRAM SUPPORT |
| MELKITE EPARCHY OF NEWTON SEMINARY | |||||||
| 802 RIFLE CAMP ROAD | WOODLAND PARK | NJ | 07424 | 341390937 | 501(C)(3) | $15,000 | PROGRAM SUPPORT |
| MOUNT CLARET RETREAT CENTER | |||||||
| 4633 N 54TH ST | PHOENIX | AZ | 85018 | 320268278 | 501(C)(3) | $72,484 | PROGRAM SUPPORT |
| NOTRE DAME PREPARATORY HIGH SCHOOL | |||||||
| 9701 E BELL RD | SCOTTSDALE | AZ | 85260 | 262785863 | 501(C)(3) | $6,200 | PROGRAM SUPPORT |
| ORDER OF MALTA | |||||||
| 7328 E DEER VALLEY ROAD SUITE 105 | SCOTTSDALE | AZ | 85255 | 237450840 | 501(C)(3) | $26,000 | PROGRAM SUPPORT |
| ORDER OF MALTA WESTERN ASSOCIATION | |||||||
| 610 16TH ST STE 410 | OAKLAND | CA | 94612 | 237450840 | 501(C)(3) | $42,900 | PROGRAM SUPPORT |
| OUR LADY OF MOUNT CARMEL CATHOLIC CHURCH | |||||||
| 2121 S RURAL RD | TEMPE | AZ | 85252 | 364643600 | 501(C)(3) | $10,150 | PROGRAM SUPPORT |
| SANTA CLARA UNIVERSITY FINANCIAL AID OFFICE | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | 941156617 | 501(C)(3) | $11,000 | PROGRAM SUPPORT |
| SCHOOL SISTERS OF NOTRE DAME CENTRAL PACIFIC PROVINCE | |||||||
| 170 GOOD COUNSEL DR | MANKATO | MN | 56001 | 410693976 | 501(C)(3) | $6,100 | PROGRAM SUPPORT |
| SISTERS OF THE HOLY FAMILY OF NAZARETH | |||||||
| 310 N RIVER RD | DES PLAINES | IL | 60016 | 205728349 | 501(C)(3) | $6,100 | PROGRAM SUPPORT |
| SOCIETY OF ST VINCENT DE PAUL | |||||||
| PO BOX 13600 | PHOENIX | AZ | 85002 | 860096789 | 501(C)(3) | $33,081 | PROGRAM SUPPORT |
| SOJOURNER CENTER | |||||||
| PO BOX 20156 | PHOENIX | AZ | 85036 | 942465081 | 501(C)(3) | $25,000 | PROGRAM SUPPORT |
| SOUTHWEST AUTISM RESEARCH | |||||||
| 300 N 18TH ST | PHOENIX | AZ | 85006 | 311496646 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| ST ANTHONY MISSION CHURCH | |||||||
| 47 W SACATON RD BLDG A | SACATON | AZ | 85147 | 813710810 | 501(C)(3) | $20,000 | PROGRAM SUPPORT |
| ST FRANCIS XAVIER SCHOOL | |||||||
| 4715 N CENTRAL AVE | PHOENIX | AZ | 85012 | 383792643 | 501(C)(3) | $8,332 | PROGRAM SUPPORT |
| ST JOHN OF THE DESERT | |||||||
| 3718 EAST GREENWAY ROAD | PHOENIX | AZ | 85032 | 860799695 | 501(C)(3) | $13,400 | PROGRAM SUPPORT |
| ST JOHN PAUL II CATHOLIC HIGH SCHOOL | |||||||
| 3120 N 137TH AVE | AVONDALE | AZ | 85392 | 611815605 | 501(C)(3) | $75,000 | PROGRAM SUPPORT |
| ST MARIA GORETTI PARISH | |||||||
| 6261 N GRANITE REEF RD | SCOTTSDALE | AZ | 85250 | 364643819 | 501(C)(3) | $26,801 | PROGRAM SUPPORT |
| ST MARY'S CATHOLIC HIGH SCHOOL | |||||||
| 2525 N 3RD ST | PHOENIX | AZ | 85004 | 262791598 | 501(C)(3) | $5,000 | PROGRAM SUPPORT |
| ST PATRICK CATHOLIC CHURCH | |||||||
| 428 S INDIANA AVE | KANKAKEE | IL | 60901 | 362177130 | 501(C)(3) | $12,250 | PROGRAM SUPPORT |
| ST PATRICK PARISH | |||||||
| 10815 N 84TH ST | SCOTTSDALE | AZ | 85260 | 300514891 | 501(C)(3) | $9,881 | PROGRAM SUPPORT |
| ST THOMAS THE APOSTLE PARISH | |||||||
| 2312 E CAMPBELL AVE | PHOENIX | AZ | 85016 | 364643961 | 501(C)(3) | $7,585 | PROGRAM SUPPORT |
| ST TIMOTHY DAYCARE AND PRESCHOOL | |||||||
| 2045 S PENNINGTON | MESA | AZ | 85202 | 320267724 | 501(C)(3) | $15,000 | PROGRAM SUPPORT |
| STUDENTS FOR LIFE AMERICA | |||||||
| 1000 WINCHESTER ST | FREDERICKSBURG | VA | 22401 | 521576352 | 501(C)(3) | $10,000 | PROGRAM SUPPORT |
| ST VINCENT DE PAUL CATHOLIC SCHOOL | |||||||
| 3130 N 51ST AVE | PHOENIX | AZ | 85031 | 300515209 | 501(C)(3) | $45,000 | PROGRAM SUPPORT |
| ST VINCENT DE PAUL SCHOOL | |||||||
| 3130 N 51ST AVE | PHOENIX | AZ | 85031 | 300515209 | 501(C)(3) | $51,000 | PROGRAM SUPPORT |
| THE DWELLING PLACE OF NY INC | |||||||
| 409 W 40TH ST | NEW YORK | NY | 10018 | 133135424 | 501(C)(3) | $20,000 | PROGRAM SUPPORT |
| XAVIER COLLEGE PREPARATORY | |||||||
| 4710 N 5TH ST | PHOENIX | AZ | 85012 | 263832736 | 501(C)(3) | $5,500 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 52 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 195 | RecipientCnt |
| Cash Grant | $357,963 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INFORMATION REGARDING THE SELECTED GRANT RECIPIENTS IS ACQUIRED BY THE FOUNDATION PRIOR TO THE GRANTS BEING AWARDED. WITH THE EXCEPTION OF THE SCHOLARSHIP RECIPIENTS, ALL GRANTEES ARE IRC SECTION 501(C)(3) ORGANIZATIONS. THE FOUNDATION CONTINUES TO MONITOR GRANTS ISSUED TO SCHOOLS AND PARISHES TO ENSURE COMPLIANCE WITH GRANT GUIDELINES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES CARABAJAL | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $151,667 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $12,073 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $1,676 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $1,744 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $13,500 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $180,660 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | INCENTIVE PAYMENTS ARE GIVEN BASED ON MEETING ORGANIZATIONAL GOALS AND ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 43 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,891,770 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK QUOTE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION USES A STOCK BROKERAGE FIRM TO RECEIVE AND SELL DONATED SECURITIES; FUNDS ARE THEN TRANSFERRED TO THE FOUNDATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS EMAILED TO THE MEMBERS OF OUR FINANCE AND INVESTMENT COMMITTEE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, MEMBERS OF COMMITTEES AND EMPLOYEES OFTHE FOUNDATION SHALL SCRUPULOUSLY AVOID ANY CONFLICT BETWEEN THEIR OWN RESPECTIVE INTERESTS AND THE INTEREST OF THE FOUNDATION IN ANY AND ALL ACTIONS TAKEN BY THEM ON BEHALF OF THE FOUNDATION. SITUATIONS WHERE DIRECTORS OR MEMBERS DERIVE FINANCIAL BENEFITS FROM THE BOARD OR COMMITTEE SERVICE SHOULD BE AVOIDED. HOWEVER, IN THE EVENT ANY DIRECTORS OR MEMBERS OF THE FOUNDATION SHOULD HAVE ANY DIRECT OR INDIRECT INTEREST IN, OR RELATIONSHIP WITH, ANY INDIVIDUAL OR ORGANIZATION WHICH PROPOSES TO ENTER INTO ANY TRANSACTION WITH THE FOUNDATION FOR THE SALE, PURCHASE, LEASE OR RENTAL OF PROPERTY OR TO RENDER OR EMPLOY SERVICES, PERSONAL OR OTHERWISE, OR RECEIVE PECUNIARY CONSIDERATION FROM THE FOUNDATION IN THE FORM OF A FEE OR GRANT, SUCH DIRECTORS OR MEMBERS SHALL FORTHWITH GIVE THE BOARD OF DIRECTORS OF THE FOUNDATION NOTICE WITH FULL FACTUAL DISCLOSURES, OF SUCH INTEREST OR RELATIONSHIP AND SHALL THEREAFTER ABSENT THEMSELVES DURING BOTH EXPLICIT REVIEW OF THE MATTER. OFFICERS ARE REQUIRED TO COMPLETE THIS INFORMATION DURING THE ONBOARDING PROCESS AND THIS INFORMATION IS REAFFIRMED AND UPDATED EVERY AUGUST. |
| FORM 990, PART VI, SECTION B, LINE 15 | A FORMAL COMPENSATION STUDY IS COMPLETED EVERY 3 YEARS AND IS INITIATED BY THE COMPENSATION COMMITTEE AND APPROVED BY THE COMMITTEE AND BOARD. A SUB-COMMITTEE OF THE BOARD ISCHARGED WITH SUMMARIZING THE RESULTS OF COMPARATIVE SALARY RANGES FOR THE CEO USING STUDIES FROM A LOCAL UNIVERSITY, FORM 990S FROM COMPARABLE ORGANIZATIONS, AND ALSO A SALARY STUDY COMPLETED BY A NON-PROFIT ORGANIZATION THAT SERVES FOUNDATIONS. THE RESULTS ARE FORWARDED TO THE EXECUTIVE COMMITTEE TO FORMULATE AN EMPLOYMENT AGREEMENT DETAILING THE SALARY, BENEFITS AND DUTIES OF THE POSITION. PRIOR TO APPROVAL OF THE CEO'S CONTRACT, THE EXECUTIVE COMMITTEE AND BOARD MEETS IN EXECUTIVE SESSION TO DISCUSS AND DECIDE ON THE COMPENSATION OF THE CEO AND ALSO ADVISES ON OTHER STAFF POSITIONS. AFTER THAT PROCESS THE BOARD VOTES ON THE COMPENSATION AND THE RESULTS ARE THEN INCLUDED IN THE ORGANIZATION'S BUDGET WHICH IS ALSO APPROVED IN TOTAL BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL INFORMATION IS MADE AVAILABLE ON THE CCF WEBSITE AND GUIDESTAR. THE ORGANIZATION'S ARTICLES OF INCORPORATION, BY-LAWS, FINANCIAL STATEMENTS, AND FORM 990 ARE ALL AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT MAKE THE CONFLICT OF INTEREST POLICY DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST AGREEMENTS -219,552. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | UBI Code VUBICodeVAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EXETER PARTNERS LP | ||||||||||||||
| 1116 PINE STREET | HUNTINGTON BEACH | CA | 92648 | 330771937 | INVESTMENT | CA | N/A | UNRELATED | -$53,328 | $1,507,717 | 0 | 0 | 0.97000 | |
| VERDE VLY L&C LLC | ||||||||||||||
| PO BOX 1619 | COTTONWOOD | AZ | 86326 | 710882293 | RANCHING | AZ | N/A | UNRELATED | -$190 | $3,259,808 | 0 | 0 | 0.55590 | -$190 |
| W DART LLP | ||||||||||||||
| PO BOX 1619 | COTTONWOOD | AZ | 86326 | 860845544 | INVESTMENT | AZ | N/A | EXCLUDED | -$244 | $6,479,720 | 0 | 0 | 0.97650 | -$244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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