CATHOLIC COMMUNITY FOUNDATION FOR THE DIOCESE OF PHOENIX: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC COMMUNITY FOUNDATION FOR THE DIOCESE OF PHOENIX (EIN 86-0465177)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-14
- IRS object ID
- 202313189349306216
- Schema version
- 2022v5.0
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T10:46:52-00:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | 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 Diocese of Phoenix | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Tyler Greuel | InCareOfNm |
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 4806518800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 S Lakeshore Dr STE 650 | AddressLine1Txt |
| City | Tempe | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Carabajal | PersonNm |
| Person Title | Chief Executive Officer | PersonTitleTxt |
| Phone | 4806518800 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | James | PersonFirstNm |
| Person Last | Carabajal | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kyle Felix | PreparerPersonNm |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catholic Community Foundation | BusinessNameLine1Txt |
| 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 Dr STE 650 | AddressLine1Txt |
| City | Tempe | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,361,524 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ccfphx.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | The Catholic Community Foundation is an independent 501c3 entity and a Canonical institution that encourages compassionate, charitable giving to provide sustainable support for those who serve our community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | -$2,309 | TotalGrossUBIAmt |
| PY Contributions Grants | $13,164,276 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,015,720 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $950,313 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $974,362 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,091,615 | PYInvestmentIncomeAmt |
| CY Investment Income | $613,277 | CYInvestmentIncomeAmt |
| CY Other Revenue | $130,464 | CYOtherRevenueAmt |
| PY Total Revenue | $16,206,204 | PYTotalRevenueAmt |
| CY Total Revenue | $7,733,823 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,827,592 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,116,977 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $883,951 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $965,256 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $27,295 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $15,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $646,416 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $494,410 | PYOtherExpensesAmt |
| CY Other Expenses | $532,401 | CYOtherExpensesAmt |
| PY Total Expenses | $4,233,248 | PYTotalExpensesAmt |
| CY Total Expenses | $3,629,634 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,972,956 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,104,189 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $102,374,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,455,355 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $44,089,183 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,525,032 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $58,285,746 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,930,323 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Catholic Community Foundation is an independent 501c3 entity and a Canonical institution that encourages compassionate, charitable giving to provide sustainable support for those who serve our community. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $137,380 | ExpenseAmt |
| Grant | $133,644 | 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 ACCUMLUATED INTO A COLLECTIVE POOL AND GRANTED OUT TO ORGANIZATIONS, AS VOTED BY THE CIRCLE MEMBERS. ADDITIONAL FUNDS ARE ALSO GENERATED FROM THE FOUNDATIONS FOREVER FUND ENDOWMENTS AND ADDED TO THE COLLECTIVE POOL. ANNUALLY, A PITCH DAY IS HELD WHERE ORGANIZATIONS SEEKING GRANT MONEY COME AND PRESENT IN FRONT OF THE CIRCLE MEMBERS TO DEMONSTRATE THEIR NEED AND USE FOR THE POTENTIAL FUNDS. OVER 1 MILLION HAS BEEN GRANTED BACK INTO THE COMMUNITY SINCE THE GIVING CIRCLE BEGAN IN 2015. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $304,925 | ExpenseAmt |
| Grant | $304,925 | GrantAmt |
| Desc | SCHOLARSHIP PROGRAMS - THE FOUNDATION OFFERS SCHOLARSHIP APPLICATION OPPORTUNITIES TO STUDENTS ATTENDING CATHOLIC ELEMENTARY SCHOOLS AND CATHOLIC HIGH SCHOOLS WITHIN THE DIOCESE OF PHOENIX. THE FOUNDATION ALSO HAS SCHOLARSHIP OFFERINGS FOR POST SECONDARY STUDENTS. THE FOUNDATION HAS A SERVICE BASED SCHOLARSHIP PROGRAM, THE CHRISTIAN SERVICE AWARD, AND A NEEDS BASED PROGRAM, THE CATHOLIC COMMUNITY FOUNDATION SCHOLARSHIP. ALL APPLICATIONS RECEIVED ARE REVIEWED BY AN INDEPENDENT VOLUNTEER COMMITTEE. DURING FISCAL YEAR 2023, THE FOUNDATION GRANTED 304,925 IN SCHOLARSHIP FUNDS TO 150 STUDENTS ACROSS 13 ELEMENTARY SCHOOLS, 8 HIGH SCHOOLS, AND 7 POST SECONDARY INSTITUTIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,926,165 | ExpenseAmt |
| Grant | $1,678,407 | GrantAmt |
| Revenue | $974,362 | RevenueAmt |
| Desc | ADMINISTRATIVE FEES ARE EARNED THROUGH THE MANAGEMENT OF THE UNDERLYING INVESTMENT BALANCES OF FUND HOLDERS, WHICH ENTAILS INVESTEMENT 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 | $2,368,470 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tyler Greuel | PersonNm |
| Phone | 4806518808 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 S Lakeshore Dr Ste 650 | AddressLine1Txt |
| City | Tempe | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| James Carabajal | ||||||
| CEO | 040.00 | Yes (X) | $208,186 | $0 | $16,916 | |
| Kyle Felix | ||||||
| COO | 040.00 | Yes (X) | $161,107 | $0 | $16,376 | |
| Kevin Camberg | ||||||
| Chairman | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Gary Naquin | ||||||
| Vice Chairman | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Steve Jerome | ||||||
| Secretary | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Kevin Boudreau | ||||||
| Treasurer | 001.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Karen Abraham | ||||||
| Immediate Past Chair | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Bishop John Dolan | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Fr John Muir | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Cathy Bergmann | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Fr John Bonavitacola | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Chris Campisano | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Janine Campo | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Maria Chavira | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Ann Couch | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Deb Frere | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| F Michael Geddes | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Sr Mary Jordan Hoover | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Tim Jeffries | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Fr Matthew Lowry | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Lisa Payton | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Cynthia Scheller | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Steve Strickbine | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Tony Tanner | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Bob Whitehouse | ||||||
| Board Member | 001.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $369,293 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $33,292 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $445,983 | FundraisingAmt |
| All Other Contributions | $5,569,737 | AllOtherContributionsAmt |
| Noncash Contributions | $1,577,630 | NoncashContributionsAmt |
| Total Contributions | $6,015,720 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fee | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | $974,362 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $974,362 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $974,362 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,285,753 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,309 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,285,753 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,812,481 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,484,957 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,672,476 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,672,476 | TotalRevenueColumnAmt |
| Exclusion | -$1,672,476 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $273,208 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $445,983 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $142,744 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,464 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,733,823 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $974,362 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,309 | UnrelatedBusinessRevenueAmt |
| Exclusion | $613,277 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,812,052 | TotalAmt |
| Program Services | $1,812,051 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,925 | TotalAmt |
| Program Services | $304,925 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,570 | TotalAmt |
| Program Services | $76,927 | ProgramServicesAmt |
| Management And General | $135,048 | ManagementAndGeneralAmt |
| Fundraising | $205,595 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $335,864 | TotalAmt |
| Program Services | $61,070 | ProgramServicesAmt |
| Management And General | $107,819 | ManagementAndGeneralAmt |
| Fundraising | $166,975 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,097 | TotalAmt |
| Program Services | $14,200 | ProgramServicesAmt |
| Management And General | $25,071 | ManagementAndGeneralAmt |
| Fundraising | $38,826 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,882 | TotalAmt |
| Program Services | $14,524 | ProgramServicesAmt |
| Management And General | $28,648 | ManagementAndGeneralAmt |
| Fundraising | $39,710 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,843 | TotalAmt |
| Program Services | $9,245 | ProgramServicesAmt |
| Management And General | $16,322 | ManagementAndGeneralAmt |
| Fundraising | $25,277 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Management And General | $5,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,500 | TotalAmt |
| Management And General | $46,500 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Fundraising | $15,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,086 | TotalAmt |
| Program Services | $250 | ProgramServicesAmt |
| Management And General | $42,502 | ManagementAndGeneralAmt |
| Fundraising | $20,334 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,613 | TotalAmt |
| Program Services | $171 | ProgramServicesAmt |
| Management And General | $7,357 | ManagementAndGeneralAmt |
| Fundraising | $11,085 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,149 | TotalAmt |
| Program Services | $707 | ProgramServicesAmt |
| Management And General | $21,749 | ManagementAndGeneralAmt |
| Fundraising | $8,693 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,829 | TotalAmt |
| Program Services | $1,787 | ProgramServicesAmt |
| Management And General | $3,155 | ManagementAndGeneralAmt |
| Fundraising | $4,887 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,087 | TotalAmt |
| Program Services | $9,107 | ProgramServicesAmt |
| Management And General | $16,079 | ManagementAndGeneralAmt |
| Fundraising | $24,901 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,470 | TotalAmt |
| Program Services | $177 | ProgramServicesAmt |
| Management And General | $6,249 | ManagementAndGeneralAmt |
| Fundraising | $4,044 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,112 | TotalAmt |
| Management And General | $9,112 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,286 | TotalAmt |
| Program Services | $1,858 | ProgramServicesAmt |
| Management And General | $30,349 | ManagementAndGeneralAmt |
| Fundraising | $5,079 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Sponsorships | $59,129 | $58,799 | $330 | |
| Furniture, Fixtures, Equipment | $28,000 | $205 | $20,085 | $7,710 |
| Computer Software Subscriptions | $48,581 | $427 | $48,154 | |
| Inkind Expense | $49,936 | $49,936 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,623 | TotalAmt |
| Program Services | $2,040 | ProgramServicesAmt |
| Management And General | $57,924 | ManagementAndGeneralAmt |
| Fundraising | $5,659 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,629,634 | TotalAmt |
| Program Services | $2,368,470 | ProgramServicesAmt |
| Management And General | $614,748 | ManagementAndGeneralAmt |
| Fundraising | $646,416 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,870 | BOYAmt |
| EOY | $156,126 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,901,879 | BOYAmt |
| EOY | $48,658 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,330 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $48,000 | LandBldgEquipCostOrOtherBssAmt |
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 | $96,613,582 | BOYAmt |
| EOY | $109,509,885 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,692,268 | BOYAmt |
| EOY | $3,602,909 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $89,777 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,374,929 | BOYAmt |
| EOY | $113,455,355 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,391 | BOYAmt |
| EOY | $105,561 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,670 | BOYAmt |
| EOY | $127,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,198,408 | BOYAmt |
| EOY | $44,098,748 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,352,714 | BOYAmt |
| EOY | $1,193,723 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,089,183 | BOYAmt |
| EOY | $45,525,032 | 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 | $18,321,305 | BOYAmt |
| EOY | $22,284,008 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,964,441 | BOYAmt |
| EOY | $45,646,315 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,285,746 | BOYAmt |
| EOY | $67,930,323 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,374,929 | BOYAmt |
| EOY | $113,455,355 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,104,189 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,728,052 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$916,221 | InvestmentExpenseAmt |
| Other Changes In Net Assets | -$271,443 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $2,393,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,160,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,257,713 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,164,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,146,184 | CurrentTaxYearAmt |
| Total | $32,122,402 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,393,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,160,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,257,713 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,164,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,146,184 | CurrentTaxYearAmt |
| Total | $32,122,402 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $10,898,132 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,224,270 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,504,275 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,062,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,289,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,935,191 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,285,753 | CurrentTaxYearAmt |
| Total | $8,076,858 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,051 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,280 | CurrentTaxYearMinus2YearsAmt |
| Total | $53,882 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,253,142 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,670,091 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55010 | 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 | 83 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 19 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,911,098 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $84,100 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,273,069 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $12,469 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,673,302 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $8,347,890 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,564,005 | BeginningYearBalanceAmt |
| Contributions | $6,755,744 | ContributionsAmt |
| Investment Earnings Or Losses | $5,037,361 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,880,573 | OtherExpendituresAmt |
| End Year Balance | $47,476,537 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,456,299 | BeginningYearBalanceAmt |
| Contributions | $6,176,350 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,628,978 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,439,666 | OtherExpendituresAmt |
| End Year Balance | $37,564,005 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,712,524 | BeginningYearBalanceAmt |
| Contributions | $2,288,617 | ContributionsAmt |
| Investment Earnings Or Losses | $8,663,972 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,208,814 | OtherExpendituresAmt |
| End Year Balance | $38,456,299 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | 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 Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Annuity Liability | $1,101,598 |
| Operating Lease Liability | $92,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,193,723 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,274,211 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,728,052 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $28,291 | OtherRevenueAmt |
| Revenue Not Reported | $6,756,343 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,517,868 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $916,221 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $299,734 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,215,955 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,733,823 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,629,634 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $3,629,634 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $3,629,634 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| IV 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 NPOS. |
| X 2 | THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501C3 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 FOUNDATIONS FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX FORM 990 FOR FISCAL 2019, 2020 AND 2021 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| XI 2D | CHANGE IN SPLIT INTEREST TRUST 28,291 |
| XI 4B | INTEREST EXPENSE 299,734 |
| XII 3 | BEGINNING IN FY2023, THE FOUNDATION ADOPTED ASC TOPIC 842 WHICH REQUIRES THE FOUNDATIONS OFFICE AND COPIER LEASES TO BE ACCOUNTED FOR LIKE CAPITAL LEASES WITH RIGHT OF USE ASSETS AND CORRESPONDING OBLIGATIONS BEING RECORDED AT INCEPTION WITH FORWARD AMORTIZATION. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yates Enterprises | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4071 W Linda Ln | AddressLine1Txt |
| City | Chandler | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Special Fundraising Events | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $719,191 | GrossReceiptsAmt |
| Retained By Contractor | $20,000 | RetainedByContractorAmt |
| Net To Organization | $699,191 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $719,191 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $20,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $699,191 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala | Event1Nm |
| Gross Receipts Event1 | $719,191 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $445,983 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $273,208 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $2,040 | CashPrizesEvent1Amt |
| Food And Beverage Event1 | $116,797 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $23,907 | EntertainmentEvent1Amt |
| Gross Receipts Total | $719,191 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $445,983 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $273,208 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,040 | CashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $116,797 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $23,907 | EntertainmentTotalEventsAmt |
| Direct Expense Summary Events | $142,744 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $130,464 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (88 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Act One Arizona | |||||||
| 910 E Osborn Rd Suite B | Phoenix | AZ | 85014 | 453560706 | 501C3 | $5,000 | Program Support |
| Aid to Women Center | |||||||
| 1328 East Apache Blvd | Tempe | AZ | 85281 | 860528953 | 501C3 | $45,100 | Program Support |
| All Saints Catholic Newman Center | |||||||
| 230 E University Dr | Tempe | AZ | 85281 | 300514126 | 501C3 | $49,782 | Program Support |
| Andre House | |||||||
| PO Box 2014 | Phoenix | AZ | 85001 | 860717841 | 501C3 | $5,900 | Program Support |
| Anthem Cares Through Service | |||||||
| 3655 W Anthem Way Box A109-349 | Anthem | AZ | 85086 | 475614025 | 501C3 | $10,000 | Program Support |
| Augustine Institute | |||||||
| 6160 S Syracuse Way Ste 310 | Greenwood Village | CO | 80111 | 202349108 | 501C3 | $52,800 | Program Support |
| Barrow Neurological Foundation | |||||||
| 2910 N 3rd Ave Ste 450 | Phoenix | AZ | 85013 | 860174371 | 501C3 | $6,000 | Program Support |
| Benedictine College Ministry Fund | |||||||
| 1020 N 2nd St | Atchison | KS | 66002 | 480777079 | 501C3 | $5,000 | Program Support |
| Bourgade Catholic High School | |||||||
| 4602 N 31st Ave | Phoenix | AZ | 85017 | 262785451 | 501C3 | $6,524 | Program Support |
| Boys Hope Girls Hope of Arizona | |||||||
| 3443 N Central Ave Ste 713 | Phoenix | AZ | 85012 | 860630295 | 501C3 | $10,000 | Program Support |
| Brophy College Preparatory | |||||||
| 4701 North Central Avenue | Phoenix | AZ | 85012 | 860119984 | 501C3 | $8,500 | Program Support |
| California Wildlife Foundation | |||||||
| 201 University Ave H-43 | Berkeley | CA | 94710 | 680234744 | 501C3 | $12,000 | Program Support |
| Catholic Charities Community Services | |||||||
| 5151 N 19th Ave | Phoenix | AZ | 85015 | 860223999 | 501C3 | $11,500 | Program Support |
| Charlotte Lozier Institute | |||||||
| 2800 Shirlington Rd Ste 1200 | Arlington | VA | 22206 | 264788700 | 501C3 | $10,000 | Program Support |
| Christ the King Parish | |||||||
| 1551 E Dana Ave | Mesa | AZ | 85204 | 300513890 | 501C3 | $27,647 | Program Support |
| Christ the King School | |||||||
| 1551 E Dana Ave | Mesa | AZ | 85204 | 300513890 | 501C3 | $22,496 | Program Support |
| City of the Lord | |||||||
| 711 W University Dr | Tempe | AZ | 85281 | 860351356 | 501C3 | $12,500 | Program Support |
| Corpus Christi Catholic Church | |||||||
| 3550 E Knox Rd | Phoenix | AZ | 85044 | 860944484 | 501C3 | $7,400 | Program Support |
| Crosier Fathers and Brothers | |||||||
| 717 E Southern Ave | Phoenix | AZ | 85040 | 813525518 | 501C3 | $8,500 | Program Support |
| Diocese of Phoenix - Bishop's Office | |||||||
| 400 E Monroe St | Phoenix | AZ | 85004 | 860223974 | 501C3 | $369,914 | Program Support |
| Diocese of Phoenix - CDA | |||||||
| 400 E Monroe St | Phoenix | AZ | 85004 | 860223974 | 501C3 | $43,280 | Program Support |
| Diocese of Phoenix - Finance Office | |||||||
| 400 E Monroe St | Phoenix | AZ | 85004 | 860223974 | 501C3 | $5,500 | Program Support |
| Diocese of Phoenix - Office of Mission Advancement | |||||||
| 400 E Monroe St | Phoenix | AZ | 85004 | 860223974 | 501C3 | $11,500 | Program Support |
| E3-Africa | |||||||
| 18521 E Queen Creek Rd Ste 105-273 | Queen Creek | AZ | 85142 | 260843107 | 501C3 | $6,400 | Program Support |
| Fellowship of Catholic University Students (FOCUS) | |||||||
| PO Box 17408 | Denver | CO | 80217 | 841522811 | 501C3 | $6,600 | Program Support |
| First Way Pregnancy Center | |||||||
| 3501 N 16th St | Phoenix | AZ | 85016 | 237216073 | 501C3 | $6,000 | Program Support |
| Floriani | |||||||
| 6216 S Opal Dr | Chandler | AZ | 85249 | 861826148 | 501C3 | $31,000 | Program Support |
| Franciscan Renewal Center | |||||||
| 5802 E Lincoln Dr | Scottsdale | AZ | 85253 | 860720036 | 501C3 | $19,928 | Program Support |
| FullCircle Program | |||||||
| 1955 W Baseline Rd Ste 113-431 | Mesa | AZ | 85202 | 813986834 | 501C3 | $38,254 | Program Support |
| Give Kids the World Village | |||||||
| 210 S Bass Rd | Kissimmee | FL | 34746 | 592654440 | 501C3 | $10,000 | Program Support |
| His Grace Foundation | |||||||
| 2449 S Boulevard Ste 105 | Houston | TX | 77098 | 200585227 | 501C3 | $10,000 | Program Support |
| Holy Trinity Catholic Newman Center | |||||||
| 520 W Riordan Rd | Flagstaff | AZ | 86001 | 300515246 | 501C3 | $16,442 | Program Support |
| Institute for Better Education | |||||||
| 921 N Swan Rd | Tucson | AZ | 85711 | 237102832 | 501C3 | $9,860 | Program Support |
| Kolbe Mission | |||||||
| 5020 E Shea Blvd Ste 150 | Phoenix | AZ | 85254 | 853145743 | 501C3 | $10,947 | Program Support |
| La Salle University | |||||||
| 1900 W Olney Ave | Philadelphia | PA | 19141 | 231352654 | 501C3 | $10,000 | Program Support |
| Life Choices Women's Clinic | |||||||
| 8326 N 7th Street | Phoenix | AZ | 85020 | 860840424 | 501C3 | $18,000 | Program Support |
| Life Teen Inc | |||||||
| PO Box 117299 | Atlanta | GA | 30368 | 860602592 | 501C3 | $15,000 | Program Support |
| Maggie's Place | |||||||
| PO Box 1102 | Phoenix | AZ | 85001 | 860972675 | 501C3 | $41,077 | Program Support |
| Melkite Eparchy of Newton Seminary | |||||||
| 3 VFW Parkway | West Roxbury | MA | 02132 | 341390937 | 501C3 | $5,000 | Program Support |
| Mesa United Way Inc | |||||||
| 137 E University Dr | Mesa | AZ | 85201 | 860198599 | 501C3 | $5,000 | Program Support |
| Ministry for Priestly Support | |||||||
| PO Box 1097 | Grand Isle | LA | 70358 | 201277782 | 501C3 | $5,000 | Program Support |
| Mission of Mercy | |||||||
| 360 E Coronado Rd Ste 160 | Phoenix | AZ | 85004 | 820635905 | 501C3 | $19,400 | Program Support |
| Missionaries of Charity | |||||||
| 1414 S 17th Ave | Phoenix | AZ | 85007 | 611013589 | 501C3 | $5,022 | Program Support |
| Mount Claret Retreat Center | |||||||
| 4633 N 54th St | Phoenix | AZ | 85018 | 320268278 | 501C3 | $68,855 | Program Support |
| NAU Newman Center | |||||||
| 520 W Riordan Road | Flagstaff | AZ | 86001 | 320439043 | 501C3 | $5,501 | Program Support |
| Notre Dame Preparatory | |||||||
| 9701 E Bell Rd | Scottsdale | AZ | 85260 | 262785863 | 501C3 | $8,000 | Program Support |
| Nuestros Pequeos Hermanos (NPH) USA | |||||||
| 5110 N 40th St Ste 248 | Phoenix | AZ | 85018 | 651229309 | 501C3 | $15,700 | Program Support |
| Order of Malta Western Association | |||||||
| 324 Middlefield Rd | Menlo Park | CA | 94025 | 237450840 | 501C3 | $84,851 | Program Support |
| Our Lady of Joy Parish | |||||||
| PO Box 1359 | Carefree | AZ | 85377 | 364644261 | 501C3 | $6,403 | Program Support |
| Our Lady of Mount Carmel Catholic Church | |||||||
| 2121 S Rural Rd | Tempe | AZ | 85282 | 364643600 | 501C3 | $87,938 | Program Support |
| Our Lady of Perpetual Help Catholic School | |||||||
| 3801 N Miller Rd | Scottsdale | AZ | 85251 | 943455995 | 501C3 | $10,056 | Program Support |
| Priests for Life | |||||||
| PO Box 236695 | Cocoa | FL | 32923 | 943123315 | 501C3 | $5,200 | Program Support |
| Queen of Peace Catholic School | |||||||
| 141 N MacDonald St | Mesa | AZ | 85201 | 383792655 | 501C3 | $8,140 | Program Support |
| Resurrection Catholic Church | |||||||
| PO Box 87 | Aptos | CA | 95001 | 301198743 | 501C3 | $27,659 | Program Support |
| Sacred Heart Catholic School | |||||||
| 515 Park Ave | Gallup | NM | 87301 | 850149034 | 501C3 | $11,376 | Program Support |
| Sacred Heart Parish - Prescott | |||||||
| 150 Fleury St | Prescott | AZ | 86301 | 371575862 | 501C3 | $14,521 | Program Support |
| San Francisco de Asis Catholic School | |||||||
| 1600 Historic Rte 66 | Flagstaff | AZ | 86001 | 300515246 | 501C3 | $26,812 | Program Support |
| San Juan Diego Institute | |||||||
| 410 E Southern Ave | Phoenix | AZ | 85040 | 030500912 | 501C3 | $5,000 | Program Support |
| School Sisters of Notre Dame Central Pacific Province Inc | |||||||
| 170 Good Counsel Dr | Mankato | MN | 56001 | 410693976 | 501C3 | $6,667 | Program Support |
| Seton Catholic Preparatory High School | |||||||
| 1150 N Dobson Rd | Chandler | AZ | 85224 | 262785742 | 501C3 | $44,143 | Program Support |
| Shop for a Cause | |||||||
| 4500 S Lakeshore Dr Ste 650 | Tempe | AZ | 85282 | 873144338 | 501C3 | $21,500 | Program Support |
| Sisters of the Holy Family of Nazareth | |||||||
| 310 N River Rd | Des Plaines | IL | 60016 | 205728349 | 501C3 | $6,667 | Program Support |
| Society of St Vincent de Paul | |||||||
| PO Box 13600 | Phoenix | AZ | 85002 | 860096789 | 501C3 | $76,847 | Program Support |
| Southwest Autism Research & Resource Center | |||||||
| 300 N 18th St | Phoenix | AZ | 85006 | 311496646 | 501C3 | $20,000 | Program Support |
| Ss Simon & Jude Cathedral | |||||||
| 6351 N 27th Ave | Phoenix | AZ | 85017 | 943457074 | 501C3 | $7,082 | Program Support |
| Ss Simon & Jude School | |||||||
| 6351 N 27th Ave | Phoenix | AZ | 85017 | 943457074 | 501C3 | $52,321 | Program Support |
| St Agnes Catholic Church | |||||||
| 1954 N 24th St | Phoenix | AZ | 85008 | 300514530 | 501C3 | $116,977 | Program Support |
| St Ambrose University | |||||||
| 518 Locust St | Davenport | IA | 52803 | 420703280 | 501C3 | $5,000 | Program Support |
| St Andrew the Apostle Catholic Church | |||||||
| 3450 W Ray Rd | Chandler | AZ | 85226 | 943456255 | 501C3 | $7,831 | Program Support |
| St Bernard of Clairvaux Catholic Church | |||||||
| 10755 N 124th St | Scottsdale | AZ | 85259 | 364643964 | 501C3 | $12,129 | Program Support |
| St Francis Xavier Parish | |||||||
| 4715 N Central Ave | Phoenix | AZ | 85012 | 383792643 | 501C3 | $16,347 | Program Support |
| St Gregory School | |||||||
| 3440 N 18th Ave | Phoenix | AZ | 85015 | 800315130 | 501C3 | $38,782 | Program Support |
| St John of the Desert | |||||||
| 3718 East Greenway Road | Phoenix | AZ | 85032 | 860799695 | 501C3 | $9,400 | Program Support |
| St John Paul II Catholic High School | |||||||
| 3120 N 137th Ave | Avondale | AZ | 85392 | 611815605 | 501C3 | $5,427 | Program Support |
| St John XXIII Catholic School | |||||||
| 16235 N 60th St | Scottsdale | AZ | 85254 | 860971731 | 501C3 | $33,175 | Program Support |
| St Jude Children's Research Hospital | |||||||
| 645 E Missouri Ave Ste 255 | Phoenix | AZ | 85012 | 620646012 | 501C3 | $25,885 | Program Support |
| St Maria Goretti Parish | |||||||
| 6261 N Granite Reef Rd | Scottsdale | AZ | 85250 | 364643819 | 501C3 | $37,311 | Program Support |
| St Mary Magdalene Catholic Church | |||||||
| 2654 E Williams Field Rd | Gilbert | AZ | 85295 | 371575608 | 501C3 | $6,916 | Program Support |
| St Mary's Catholic High School | |||||||
| 2525 N 3rd St | Phoenix | AZ | 85004 | 262791598 | 501C3 | $43,510 | Program Support |
| St Michael Catholic Church | |||||||
| 314 Dodson Ave | Gila Bend | AZ | 85337 | 611573940 | 501C3 | $15,644 | Program Support |
| St Patrick Parish | |||||||
| 10815 N 84th St | Scottsdale | AZ | 85260 | 300514891 | 501C3 | $19,943 | Program Support |
| St Rita Catholic Church | |||||||
| 1400 E Owens | Show Low | AZ | 85901 | 860916539 | 501C3 | $6,100 | Program Support |
| St Theresa Parish | |||||||
| 5045 E Thomas Rd | Phoenix | AZ | 85018 | 300515085 | 501C3 | $71,677 | Program Support |
| St Thomas the Apostle Catholic School | |||||||
| 4510 N 24th St | Phoenix | AZ | 85016 | 364643961 | 501C3 | $16,733 | Program Support |
| St Timothy Parish | |||||||
| 1730 W Guadalupe Rd | Mesa | AZ | 85202 | 320267724 | 501C3 | $5,525 | Program Support |
| The Catholic University of America | |||||||
| 620 Michigan Ave NE | Washington | DC | 20064 | 530196583 | 501C3 | $10,000 | Program Support |
| Tunnel to Towers Foundation | |||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | 200554654 | 501C3 | $5,000 | Program Support |
| Xavier College Preparatory | |||||||
| 4710 N 5th St | Phoenix | AZ | 85012 | 263832736 | 501C3 | $6,173 | Program Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 88 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 146 | RecipientCnt |
| Cash Grant | $304,925 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | ALL GRANTEES ARE CONFIRMED TO BE IRS SECTION 501C3 ORGANIZATIONS AND MEET CATHOLIC COMMUNITY FOUNDATION GRANTEE REQUIREMENTS. ALL SCHOLARSHIPS ARE AWARDED DIRECTLY TO THE EDUCATIONAL INSTITUTION AND NOT DIRECTLY TO THE SCHOLARSHIP RECIPIENT. THE FOUNDATION CONTINUES TO MONITOR GRANTS ISSUED TO SCHOOLS AND PARISHES TO ENSURE COMPLIANCE WITH GRANT GUIDELINES USING REPORTING FORMS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| James Carabajal | ||||||
| CEO | $178,490 | $28,500 | $1,196 | $1,807 | $15,109 | $225,102 |
| Kyle Felix | ||||||
| COO | $141,171 | $18,950 | $986 | $1,699 | $14,676 | $177,482 |
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 | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,577,630 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK QUOTE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | 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 AND PRESENTED TO THE MEMBERS OF OUR FINANCE COMMITTEE PRIOR TO FILING. |
| Form 990, Part VI, Section B, Line 12C | ALL DIRECTORS, MEMBERS OF COMMITTEES, AND EMPLOYEES OF THE 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. A SUB-COMMITTEE OF THE BOARD IS CHARGED WITH SUMMARIZING THE RESULTS OF COMPARATIVE SALARY RANGES FOR THE CEO AND COO USING A PROFESSIONAL SERVICES FIRM AND THEIR COMPENSATION RECOMMENDATIONS. THE RESULTS ARE FORWARDED TO THE EXECUTIVE COMMITTEE TO FORMULATE A COMPENSATION PACKAGE, BENEFITS, AND DUTIES OF THE POSITION. PRIOR TO APPROVAL OF THE EXECUTIVE LEADERSHIP COMPENSATION, THE EXECUTIVE COMMITTEE MEETS IN EXECUTIVE SESSION TO DISCUSS AND ALSO ADVISE ON OTHER STAFF POSITIONS. THE RESULTS ARE THEN INCLUDED IN THE ORGANIZATIONS BUDGET WHICH IS 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 ORGANIZATIONS 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 28,291 - INTEREST EXPENSE 299,734 |
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 | ||||||||||||||
| 9411 CASTLEGATE DR | HUNTINGTON BEACH | CA | 92646 | 330771937 | INVESTMENT | CA | N/A | Unrelated | -$44,296 | $1,610,095 | false | false | 0.97000 | |
| VERDE VALLEY L&C LLC | ||||||||||||||
| PO BOX 1619 | COTTONWOOD | AZ | 86326 | 710882293 | RANCHING | AZ | N/A | Unrelated | -$185 | $3,259,456 | false | false | 0.55590 | -$185 |
| W DART LLP | ||||||||||||||
| PO BOX 1619 | COTTONWOOD | AZ | 86326 | 860845544 | INVESTMENT | AZ | N/A | Excluded | -$261 | $6,479,215 | false | false | 0.97650 | -$261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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