2021-11-10T12:12:22-06:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 8101 WEST GRANDRIDGE BLVD SUITE 130 KENNEWICK WA 99336 990 2020-01-01 910569880 CATHOLIC CHARITIES OF SPOKANE CATH 5093584250 PO BOX 2253 SPOKANE WA 992102253 ROBERT J MCCANN PRESIDENT/CEO 5093584250 2021-11-09 1 ROBERT MCCANN 999009999 EMILY MCCANN P01759947 5097351561 2021-11-02 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z CATHOLIC CHARITIES EASTERN ROBERT J MCCANN PO BOX 2253 SPOKANE WA 992102253 22643920 0 X WWW.CATHOLICCHARITIESSPOKANE.ORG X 1944 WA PROVIDE FOOD, SHELTER, COUNSELING AND OTHER SUPPORT TO THOSE IN NEED IN EASTERN WASHINGTON. 16 15 490 2995 0 0 20363973 17223308 5061846 4722172 129452 105634 -39464 46683 25515807 22097797 2069534 3656167 0 0 13950697 16001275 0 0 943289 5092821 5641983 21113052 25299425 4402755 -3201628 24800998 25117536 5152531 7900777 19648467 17216759 X CATHOLIC CHARITIES AFFIRMS THE DIGNITY OF EVERY PERSON, PARTNERING WITH PARISHES AND THE GREATER COMMUNITY TO SERVE AND ADVOCATE FOR THOSE WHO ARE VULNERABLE, BRINGING STABILITY AND HOPE TO PEOPLE THROUGHOUT EASTERN WASHINGTON. 0 0 2312415 21330 3300 HOUSE OF CHARITY: PROVIDES EMERGENCY SHELTER AND SERVICES TO INDIVIDUALS EXPERIENCING HOMELESSNESS WHILE PRESERVING THEIR INDIVIDUAL DIGNITY. HOUSE OF CHARITY PROVIDES MEALS, CASE MANAGEMENT AND SHELTER TO AN UNDERSERVED POPULATION OF HOMELESS MEN AND WOMEN IN ANY CONDITION. SERVICES ARE AVAILABLE TO MEN AND WOMEN IN ANY CONDITION WHO ARE EXPERIENCING HOMELESSNESS.IN ADDITION TO PROVIDING FOOD AND TEMPORARY SHELTER TO THE HOMELESS IN SPOKANE, THE HOUSE OF CHARITY WAS ABLE TO HELP 3,234 INDIVIDUALS BY SUPPLYING MEALS, RESPITE CLIENTS, AND SLEEPING MEN AND WOMEN DURING 2020. 2895207 1221102 2800 ST. MARGARET'S SHELTER: PROVIDES TRANSITIONAL SHELTER TO PROMOTE POSITIVE LIFE CHANGES IN A SUPPORTIVE, SHORT-TERM ENVIRONMENT. FAMILIES EXPERIENCING HOMELESSNESS CAN ENTER THIS EMERGENCY AND TRANSITIONAL SHELTER AND ACCESS CASE MANAGEMENT TO REGAIN AND STABILIZE HOUSING.ST. MARGARET'S SHELTER STABILIZED 320 MEN, WOMEN AND CHILDREN DURING 2020. 2383187 5884 0 RISING STRONG: PROVIDES TREATMENT, HOUSING, AND OTHER RESOURCES TO ALLOW FAMILIES INVOLVED IN THE CHILD WELFARE SYSTEM TO STAY TOGETHER WHILE ESTABILISHING AND MAINTAINING THEIR RECOVERY.RISING STRONG SERVED 25 FAMILIES DURING 2020. 14282644 2407851 4762755 OTHER PROGRAM SERVICES INCLUDE: PROVIDING RESIDENTIAL SERVICES THAT ALLOW FAMILIES TO STAY TOGETHER WHILE THEY BEGIN TO REBUILD THEIR LIVES. PROVIDING AFFORDABLE HOUSING UNITS TO VULNERABLE INDIVIDUALS. PROVIDING HEALTHY, LOCALLY GROWN FOOD TO LOW-INCOME FAMILIES AND SENIORS. PROVIDING SERVICES TO HELP LOW-INCOME SENIORS OR THOSE LIVING WITH DISABILITIES LIVE IN THEIR OWN HOMES LONGER. PROVIDING COUNSELING SERVICES TO INDIVIDUALS REGARDLESS OF THEIR ABILITY TO PAY. COORDINATING WITH THE CHRISTMAS BUREAU TO PROVIDE TOYS, BOOKS, AND GROCERY VOUCHERS TO LOW-INCOME INDIVIDUALS AND FAMILIES. PROVIDING IMMAGRATION LEGAL SERVICES TO HELP FAMILIES REUNIFY AND INTEGRATE INTO THE COMMUNITY. 14282644 2407851 4762755 21873453 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 321 0 490 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SUSAN FOSTER DOW 5093584250 12 E 5TH AVE SPOKANE WA 99202 ROBERT MCCANN PRESIDENT/CEO 50.00 0.00 X X 271313 0 23065 JONATHAN MALLAHAN VICE PRESIDENT 50.00 0.00 X 193960 0 16769 MONIQUE KOLONKO EXECUTIVE VP (THRU 7/2020) 50.00 0.00 X 178707 0 14649 DAWN KINDER VICE PRESIDENT 50.00 0.00 X 157222 0 14200 SUSAN FOSTER DOW EXECUTIVE VP 50.00 0.00 X 153078 0 16950 EUGENE DIRE EXECUTIVE VP 50.00 0.00 X 149389 0 16078 SHARON STADELMAN VICE PRESIDENT 50.00 0.00 X 130285 0 15689 GLORIANNE HOUSTON PROGRAM DIRECTOR 50.00 0.00 X 120375 0 9329 JON ANDRUS SR VP/CFO 50.00 0.00 X 113551 0 14629 KELLY KEENAN PROGRAM DIRECTOR 50.00 0.00 X 105107 0 9117 MICHAEL FITCH PROGRAM DIRECTOR 50.00 0.00 X 104509 0 14084 NADINE VAN STONE VP SHELTERS 50.00 0.00 X 97938 0 11217 MARY HELEN BLACK BOARD CHAIR 2.00 0.00 X X 0 0 0 MARK MURPHY BOARD VICE CHAIR 2.00 0.00 X X 0 0 0 KATHLEEN ARGUINCHONA BOARD SECRETARY 2.00 0.00 X X 0 0 0 STEVE PATTERSON BOARD TREASURER 2.00 0.00 X X 0 0 0 ERIC BYRD BOARD MEMBER 1.00 0.00 X 0 0 0 BISHOP THOMAS DALY BOARD MEMBER 1.00 0.00 X 0 0 0 PEGGY SUE LOROZ BOARD MEMBER 1.00 0.00 X 0 0 0 FR STAN MALNAR BOARD MEMBER 1.00 0.00 X 0 0 0 FR MIGUEL MEJIA BOARD MEMBER 1.00 0.00 X 0 0 0 SKIP MOLITAR BOARD MEMBER 1.00 0.00 X 0 0 0 CHUCK MURPHY BOARD MEMBER 1.00 0.00 X 0 0 0 SR JUDITH NILES BOARD MEMBER 1.00 0.00 X 0 0 0 LARA PERRY BOARD MEMBER 1.00 0.00 X 0 0 0 BEATRIZ SCHWEITZER BOARD MEMBER 1.00 0.00 X 0 0 0 MIKE WILSON BOARD MEMBER 1.00 0.00 X 0 0 0 1775434 0 175776 11 0 1 0 0 126352 8890635 8206321 17223308 FEES 812900 2969857 2969857 TUITION AND REGISTRATION 611710 1752315 1752315 4722172 86354 86354 66505 20641 45864 45864 45864 544762 525482 19280 19280 19280 MISCELLANEOUS 624100 819 819 819 22097797 4768855 0 105634 1146409 1146409 2509758 2509758 1588689 988947 481991 117751 11065862 9493276 1204111 368475 433534 366263 50886 16385 1758856 1485936 206447 66473 1154334 975217 135491 43626 66298 52260 9437 4601 37298 29401 5309 2588 18000 14189 2562 1249 16193 12764 2305 1124 1142228 900372 162585 79271 39262 1408 29094 8760 705689 518036 20155 167498 1601588 1589758 11498 332 463488 422014 36736 4738 188977 117670 60059 11248 165929 130795 23618 11516 724487 724487 36400 28558 5272 2570 REPAIRS AND MAINTENANCE 217863 181881 23532 12450 VOLUNTEER RECOGNITION 138319 135554 1125 1640 LICENSES, DUES AND FEES 52670 41518 7497 3655 27294 6982 2973 17339 25299425 21873453 2482683 943289 100098 106956 3205521 2685046 209147 107000 1489604 2346846 147630 160920 18336540 7455296 11030033 10881244 5873035 5933853 2745930 2895671 24800998 25117536 2088807 1743482 3063724 2984986 0 3172309 5152531 7900777 X 8677776 8195820 10970691 9020939 19648467 17216759 24800998 25117536 X -3201628 244319 375860 149741 X X 0 1 X 1 1 1 X 11857831 12423714 13484411 20363973 17223308 75353237 3391027 4789805 4932612 5061846 4722172 22897462 15248858 17213519 18417023 25425819 21945480 98250699 46070 66270 182275 102465 52000 449080 979534 282823 614768 894559 580094 3351778 1025604 349093 797043 997024 632094 3800858 94449841 258758 446708 105207 96677 152859 1060209 258758 446708 105207 96677 152859 1060209 4231 4244 619 84535 819 94448 15511847 17664471 18522849 25607031 22099158 99405356 0.95010 0.94890 0.01070 0.01060 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS FUNDRAISING EVENT REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 18000 18000 0 PART II-B, LINE 1: POLICY RESEARCH AND ADVOCACY RELATED TO AFFORDABLE HOUSING, MEDICAID SUPPORT, BEHAVIORAL HEALTH, PANDEMIC RELATED POLICIES AND OTHER ISSUES RELATED TO CATHOLIC CHARITIES PROGRAMS. 1897213 266112 2163325 1182933 650000 186930 122650 1897213 1417502 -118202 116367 1182933 1244621 172881 1417502 1392517 52104 200000 1244621 0.58949 0.41051 0.00000 0 1 1 1674030 1674030 13376728 6049834 7326894 1809213 704349 1104864 1476569 701113 775456 10881244 BENEFICIAL INTERESTS 2895671 F 2895671 X 22496306 244319 170382 414701 22081605 16192 16192 22097797 25303874 20641 20641 25283233 16192 16192 25299425 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO SUPPORT OPERATIONS, FACILITY MAINTENANCE, AND EARLY CHILDHOOD LEARNING TUITION SCHOLARSHIPS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC AND IS NOT A PRIVATE FOUNDATION. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATION 149,741. RENTAL EXPENSES 20,641. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 20,641. 1 CATHOLIC RELIEF SERVICES 228 W LEXINGTON ST BALTIMORE MD 21201 135563422 501(C)(3) 9193 N/A N/A 2020 CRS RICE BOWL LOCAL CONTRIBUTIONS USCCB - CATHOLIC CAMPAIGN FOR HUMAN DEVELOPMENT 3211 4TH ST NE WASHINGTON DC 20017 530196617 501(C)(3) 25875 N/A NA CATHOLIC CAMPAIGN FOR HUMAN DEVELOPMENT CATHOLIC HOUSING SERVICES OF WESTERN WASHINGTON 12 E 5TH AVE SPOKANE WA 99202 820541383 501(C)(3) 1096460 N/A N/A CONSTRUCTION OF AFFORDABLE HOUSING 3 0 CENTRAL PROGRAM SERVICES 32303 365060 414579 BOOK VALUE CHRISTMAS BUREAU TOYS AND FOOD VOUCHERS CRISIS AND SHELTER SERVICES 2068 1628164 N/A N/A FAMILY SOCIAL SERVICES 103 9068 N/A N/A SENIOR AND HOUSING SERVICES 5029 92887 N/A N/A PART I, LINE 2: THE FUNDS DISTRIBUTED TO CATHOLIC RELIEF SERVICES AND THE CATHOLIC CAMPAIGN FOR HUMAN DEVELOPMENT ARE COLLECTED BY THE CATHOLIC DIOCESE OF SPOKANE AND PASSED THROUGH CATHOLIC CHARITIES OF SPOKANE TO CATHOLIC RELIEF SERVICES AND THE USCCB, RESPECTIVELY. WE RECEIVE ANNUAL REPORTS FROM EACH OF THESE PROGRAMS DETAILING THE SERVICES PROVIDED AND FUNDS EXPENDED. THE GRANT TO THE CATHOLIC HOUSING SERVICES OF EASTERN WASHINGTON, A RELATED ORGANIZATION, IS FOR THE CONSTRUCTION OF AN AFFORDABLE HOUSING PROPERTY. CATHOLIC CHARITIES OF SPOKANE RECEIVES REGULAR REPORTING REGARDING THE CONSTRUCTION OF THE PROPERTY. X 1 1 X X X 0 0 0 0 0 0 0 0 0 ROBERT MCCANN PRESIDENT/CEO 211313 0 60000 0 0 0 13800 0 9265 0 294378 0 0 0 JONATHAN MALLAHAN VICE PRESIDENT 124449 0 69511 0 0 0 7765 0 9004 0 210729 0 0 0 MONIQUE KOLONKO EXECUTIVE VP (THRU 7/2020) 126166 0 52541 0 0 0 8862 0 5787 0 193356 0 0 0 DAWN KINDER VICE PRESIDENT 120126 0 37096 0 0 0 6500 0 7700 0 171422 0 0 0 SUSAN FOSTER DOW EXECUTIVE VP 142078 0 11000 0 0 0 7694 0 9256 0 170028 0 0 0 EUGENE DIRE EXECUTIVE VP 148389 0 1000 0 0 0 7163 0 8915 0 165467 0 0 0 PART I, LINE 1A $2,020 OF HEALTH/SOCIAL CLUB DUES WERE PAID ON BEHALF OF ROBERT MCCANN. THIS AMOUNT WAS NOT INCLUDED IN TAXABLE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD. THE EXECUTIVE COMMITTEE HAS THE NECESSARY AUTHORITY AND RESPONSIBILITY TO MANAGE THE AFFAIRS OF THE ORGANIZATION, SUBJECT TO SUCH POLICIES AS MAY BE ADOPTED AND SUCH ORDERES AS MAY BE ISSUED BY THE BOARD OF DIRECTORS. EXCEPT AS OTHERWISE PROVIDED IN RCW 24.03.115, THE EXECUTIVE COMMITTEE HAS AND EXERCISES THE FULL AUTHORITY OF THE BOARD OF DIRECTORS. ELECTION OF BOARD MEMBERS, REMOVAL OF BOARD MEMBERS, AMENDMENTS TO THE ARTICLES OF INCORPORATION, AND AMENDMENTS TO THE BYLAWS REQUIRE APPROVAL BY A MAJORITY OF THE BOARD AND THAT THE MAJORITY INCLUDE THE CATHOLIC BISHOP OF SPOKANE, WHO IS A MEMBER OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE CATHOLIC BISHOP OF SPOKANE IS A VOTING MEMBER OF THE BOARD OF DIRECTORS BY VIRTUE OF THEIR POSITION AS CATHOLIC BISHOP OF SPOKANE FOR AS LONG AS THEY HOLD THAT POSITION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE EXECUTIVE VP AND DISTRIBUTED TO THE BOARD AND FINANCE COMMITTEE MEMBERS PRIOR TO FILING FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS BOARD MEMBERS, OFFICERS AND OTHER KEY EMPLOYEES. POTENTIAL CONFLICTS ARE REPORTED TO AND REVIEWED BY SENIOR LEADERSHIP AND THE BOARD OF DIRECTORS. IF A CONFLICT IS DETERMINED TO EXIST, THE INDIVIDUAL IN CONFLICT IS ASKED TO RECUSE THEMSELVES FROM ANY DECISIONS RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 BOARD EXECUTIVE COMMITTEE REVIEWS CEO COMPENSATION CONSIDERING COMPENSATION OF SIMILAR EXECUTIVES IN THE LOCAL AREA. AN ANNUAL EVALUATION REPORT IS PREPARED AND SHARED WITH THE BOARD. THIS WAS LAST COMPLETED IN 2020. VP AND STAFF SALARIES ARE REVIEWED BY HUMAN RESOURCES USING AREA AND NATIONAL SALARY SURVEY DATA. UPDATED COMPENSATION LEVELS ARE BROUGHT BEFORE SENIOR LEADERSHIP FOR REVIEW AND APPROVAL. THIS WAS LAST COMPLETED IN 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CHARTER, BYLAWS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE WEB SITE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN FOUNDATION 149,741. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS AND METHOD FOR SELECTING THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM PRIOR YEARS. FORM 990, PART XI, LINE 8: IN EARLY 2021, CATHOLIC CHARITIES WAS MADE AWARE OF A DONATION OF THE 99.99% PARTNERSHIP INTEREST IN OTHELLO HOUSING ASSOCIATES DBA: DESERT HAVEN THAT WAS EFFECTIVE DECEMBER 31, 2018. AS A RESULT, CATHOLIC CHARITIES RESTATED ITS ORIGINAL 2019 PRESENTATION IN THE AUDITED FINANCIAL STATEMENTS TO REFLECT THIS INVESTMENT. THE AMOUNT ON LINE 8 REFLECTS THE PRIOR PERIOD ADJUSTMENT. CATHOLIC CHARITIES FOUNDATION 12 E 5TH AVENUE SPOKANE WA 99202 202823241 PUBLIC FOUNDATION WA 501(C)(3) LINE 7 N/A 0 CATHOLIC HOUSING SERVICES OF EASTERN WASHINGTON 12 E 5TH AVENUE SPOKANE WA 99202 820541383 AFFORDABLE HOUSING WA 501(C)(3) LINE 10 N/A 0 0 0 1 1 0 0 0 0 0 1 0 1 1 1 1 1 1 0 0