2020-06-17T19:37:19-05:00 2019-06-30 450250958 EIDE BAILLY LLP 999 W RIVERSIDE AVE STE 101 SPOKANE WA 992011005 990 2018-07-01 910564968 CATHOLIC FUNERAL & CEMETERY SERVICES OF SPOKANE CATH 5094675496 PO BOX 18006 SPOKANE WA 99228 TIM THOMAS PRESIDENT 5094675496 2020-05-07 1 HUBERT LANGENHORST P00035842 5097476154 2020-05-05 216.147.181.44 2020-05-07 09:36:42 PD P B487091A7B0E142E0F959BB1E43BB11825EAB479 671EBB11CBFBC2357CF8E5B52C60B358F0A72DE4 2018 2021-01-29 14:40:06Z HOLY CROSS FUNERAL AND CEMETERY SERVICES TIM THOMAS PO BOX 18006 SPOKANE WA 99228 2831450 0 0928 X HOLYCROSSOFSPOKANE.ORG X 1932 WA OPERATION, MAINTENANCE OF CATHOLIC CEMETERIES AND PROVIDING FUNERAL SERVICES IN SPOKANE. 8 8 25 10 0 0 100 12131 0 0 169608 238929 2150994 1923005 2320702 2174065 0 0 0 0 1065690 1091012 0 0 0 1112978 872708 2178668 1963720 142034 210345 11128796 11991787 7023049 7502170 4105747 4489617 DEDICATED TO PROVIDING EDUCATION, SUPPORT AND RESOURCES DURING LIFE'S MOST DIFFICULT MOMENTS. WE MAKE EVERY EFFORT TO ENABLE INDIVIDUALS TO ACHIEVE THEIR FINAL WISHES, AND EMPOWER FAMILIES TO MAKE THOROUGHLY INFORMED DECISIONS. 0 0 1126436 OPERATION AND MAINTENANCE OF THE CEMETERIES; PAID INTERMENTS(195), ENTOMBMENTS(22), OR INURNMENTS(154); 5 GRATIS INURNMENTS. 1126436 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X X MISCHELLE ZABINSKI 5094675496 7200 N WALL STREET PO BOX 18006 SPOKANE WA 992280006 X KELLIE DURGAN PRESIDENT 0.50 X X 0 0 0 DALE BUTTERFIELD VICE-PRESIDENT 0.50 X X 0 0 0 JIM BAUMKER DIRECTOR 0.50 X 0 0 0 TOM STEVENSON DIRECTOR 0.50 X 0 0 0 JOE MARK DIRECTOR 0.50 X 0 0 0 TIM THOMAS DIRECTOR 0.50 X 0 0 0 REV MICHAEL KWIATKOWSKI DIRECTOR 0.50 40.00 X 0 0 0 MOST REV THOMAS DALY DIRECTOR 0.50 40.00 X 0 0 0 REV KEVIN OILAND DIRECTOR 0.50 40.00 X 0 0 0 RICK MCLEAN EXECUTIVE DIRECTOR AS OF MARCH 2019 40.00 X 0 0 0 LARRY GUY EXECUTIVE DIRECTOR THRU NOV. 2018 40.00 X 0 0 0 0 0 0 0 0 0 1 CATHOLIC MANAGEMENT SERVICES 4457 WILLOW ROAD SUITE 100 PLEASANTON CA 94588 MANAGEMENT AND ADVISORY SERVICES 300236 1 12131 12131 154835 154835 304553 0 304553 304553 304553 116562 32468 84094 84094 84094 2175835 624917 1550918 1550918 MISCELLANEOUS REVENUES 900099 67534 67534 67534 2174065 1618452 0 543482 27596 20919 6677 813990 617028 196962 32723 26015 6708 216703 200152 16551 197800 197800 25603 25603 43158 43158 82492 21183 61309 95922 8983 86939 103467 92013 11454 16636 9456 7180 96339 96339 29556 29556 SUPPLIES 43865 35648 8217 HOLIDAY SERVICES 32986 32348 638 BANK CHARGES 31864 31864 MISCELLANEOUS 25864 17025 8839 47156 45666 1490 1963720 1126436 837284 0 534600 187130 174776 1399890 1409237 1674574 1592590 28566 35151 3902175 2758769 1149870 1143406 6271400 352222 7027287 69896 69988 11128796 11991787 245742 196162 3531128 6777307 3774880 7023049 7502170 X 115915 4462523 245426 27094 3744406 0 4105747 4489617 11128796 11991787 210345 173525 0 X 0 1 X 0 0 X 405 7757 935 100 12131 21328 2564434 2041785 1795961 2451903 2243369 11097452 2564839 2049542 1796896 2452003 2255500 11118780 0 0 0 11118780 320216 370225 387150 439192 459388 1976171 320216 370225 387150 439192 459388 1976171 2885055 2419767 2184046 2891195 2714888 13094951 0.84910 0.84550 0.15090 0.15450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 250207 250207 2587503 1969930 617573 609247 567938 41309 455218 220901 234317 1143406 TRUST ACCOUNT 3176693 F PRENEED FUND INVESTMENTS 2152641 F ENDOWED CARE INVESTMENTS 1697953 F 7027287 PRE-NEED SALES & SERVICES 3763415 POST RETIREMENT LIABILITY 11465 3774880 X 2304432 173525 173525 2130907 43158 43158 2174065 1920562 0 1920562 43158 43158 1963720 PART X, LINE 2: HOLY CROSS FUNERAL AND CEMETERY SERVICES IS ORGANIZED AS A WASHINGTON NOT-FOR-PROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION, AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE ORGANIZATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE ORGANIZATION DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. MANAGEMENT BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. 0 0 0 0 0 0 0 0 0 SCHEDULE J, PART II, LINE 1 AN UNRELATED ENTITY, CATHOLIC MANAGEMENT SERVICES PROVIDES MANAGEMENT AND ADVISORY SERVICES FOR THE ORGANIZATION. LARRY GUY WHO WAS EXECUTIVE DIRECTOR FROM FEBUARY 2018 THROUGH NOVEMBER 2018 WAS EMPLOYED BY CATHOLIC MANAGEMENT SERVICES. HIS 2018 COMPENSATION PAID BY THE MANAGEMENT COMPANY WAS $55,685. FORM 990, PART VI, SECTION A, LINE 3 CATHOLIC MANAGEMENT SERVICES PROVIDED MANAGEMENT AND ADVISORY SERVICES THROUGH THE END OF FEBRUARY OF 2019. LARRY GUY WHO WAS THE EXECUTIVE DIRECTOR THROUGH NOVEMBER 2018 AND WAS EMPLOYED BY CATHOLIC MANAGEMENT SERVICES. HIS 2018 COMPENSATION PAID BY THE MANAGEMENT COMPANY WAS $55,688. FORM 990, PART VI, SECTION A, LINE 7A THE CATHOLIC BISHOP OF SPOKANE, HIS DESIGNEE, OR A CANONICAL ADMINISTRATOR OF THE CATHOLIC DIOCESE OF SPOKANE SHALL SERVE ON THE BOARD OF DIRECTOS AND MUST HAVE A CONCURRING AFFIRMATIVE VOTE FOR ELECTION OF BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE ARTICLES OF INCORPORATION AND BYLAWS CAN ONLY BE AMENDED UPON AFFIRMATIVE VOTE OF THE CATHOLIC BISHOP OF SPOKANE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE BOARD AT A BOARD MEETING WHERE IT IS VOTED AND APPROVED PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD DISCUSSES THE CONFLICT OF INTEREST POLICY ANNUALLY AND IS PROMPTED TO REPORT ANY CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE ON ANOTHER'S WEBSITE OR UPON REQUEST. DIOCESE OF SPOKANE 525 E MISSION AVE SPOKANE WA 99202 RELIGIOUS ENTITY WA 501(C)(3) LINE 1 N/A 0 SPOKANE CATHOLIC INVESTMENT TRUST 525 E MISSION AVE SPOKANE WA 99202 OPERATION OF INVESTMENT FUNDS FOR SPOKANE CATHOLIC ENTITIES WA 501(C)(3) LINE 1 N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0