2019-04-25T10:11:17-05:00 2018-06-30 KPMG LLP 1676 International Drive Ste 1200 McLean VA 22102 990 2017-07-01 020671101 THE CATHOLIC CHARITIES FOUNDATION OF THE ARCHDIOCESE OF WASHINGTON % MJ Morrow CATH 2027724300 924 G STREET NW WASHINGTON DC 20001 MARY JANE MORROW CFO 2019-04-23 true KAY THIES P01404047 7032868000 2019-04-23 167.68.102.5 P 4B395BA7A0BDA72710989891DB3750F7CB7C493C 1DA812D3C4AA965B599E601D7C3256BA17E4062F 2017 2020-01-14 16:20:31Z JOHN JOSEPH ENZLER 924 G STREET NW WASHINGTON DC 20001 2226714 false 0928 X www.catholiccharitiesdc.org X 1946 DC Manages endowment assets and provides financial support to Catholic Charities of Archdiocese of Washington, an affiliated organization. 3 3 0 0 0 0 311196 348911 0 0 1445095 1877803 0 0 1756291 2226714 0 0 0 0 0 0 0 0 0 118714 143685 118714 143685 1637577 2083029 25851777 27991335 148070 145895 25703707 27845440 CATHOLIC CHARITIES FOUNDATION INVESTS ENDOWMENT ASSETS AND PROVIDES FINANCIAL SUPPORT TO CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, AN AFFILIATED ORGANIZATION, WHICH IS A LEADING PROVIDER OF COMPREHENSIVE HUMAN SERVICES, SERVING PEOPLE IN NEED. false false 143685 THE FOUNDATION MANAGES ENDOWMENT ASSETS BASED UPON AGREED UPON INVESTMENT PARAMETERS. THE FOUNDATION SUPPORTS CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON AND AFFILIATED ORGANIZATIONS THROUGH DISTRIBUTIONS FROM THE ENDOWMENT FUNDS. THE DISTRIBUTIONS ARE SENT TO CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, WHICH THEN DISTRIBUTES THE FUNDS TO ALL OF THE AFFILIATED ENTITIES. THE AFFILIATED ENTITIES PROVIDE A RANGE OF HUMAN SERVICES TO THOSE IN NEED. 143685 true true false false false false false false false true true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false true true false false false false X 3 3 false false false false true true true true true false false true true true true true true false false false X MJ Morrow 2027724301 924 G Street NW WASHINGTON DC 20001 BRIAN MCQUADE DIRECTOR 1.0 0.0 X 0 0 0 J MICHAEL KELLY CHAIRMAN 2.0 0.0 X 0 0 0 JD MURPHY DIRECTOR 1.0 0.0 X 0 0 0 SCOTT PASTRICK DIRECTOR 1.0 0.0 X 0 0 0 JOAN FOWLER BROWN CHIEF OF STAFF 2.7 37.3 X 0 101957 22605 JOHN J ENZLER PRESIDENT AND CEO 2.7 37.3 X 0 40159 38979 MARY JANE MORROW CFO 2.7 37.3 X 0 199398 25232 PATRICK DUNNE COO 2.7 37.3 X 0 276731 27885 TARA ARRAS CHIEF DEVELOPMENT OFFICER 2.7 37.3 X 0 161463 13824 DENISE CAPACI EXECUTIVE DIR-ADULT & CHILDREN 2.7 37.3 X 0 164267 21706 RACHEL BATTLES EXECUTIVE DIRECTOR - FINANCE 2.7 37.3 X 0 157050 20909 FRED SARRAN SR. DIRECTOR/CONTROLLER 2.7 37.3 X 0 144249 15032 JARLATH FINN EXECUTIVE DIRECTOR - IT 2.7 37.3 X 0 140858 14278 LISA CANTU-PARKS LEADERSHIP GIFTS OFFIER 2.7 37.3 X 0 137909 24862 MICHELE SPARKS EXECUTIVE DIRECTOR - HR 2.7 37.3 X 0 140791 14249 SEAN WOOD DIRECTOR - DEVT OPERATIONS 2.7 37.3 X 0 141344 19373 0 1806176 258934 0 false true false 0 348911 348911 0 1877803 1877803 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2226714 0 1877803 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 143685 143685 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 143685 143685 0 0 0 0 0 0 0 0 119369 197613 0 0 0 0 0 0 0 0 0 0 37705 35236 2469 2469 22292108 25245371 0 0 0 0 0 0 3437831 2545882 25851777 27991335 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 148070 145895 148070 145895 X 1774367 2638073 4801518 5935076 19127822 19272291 25703707 27845440 25851777 27991335 X 2083029 896762 85206 -923264 X false true X true false X X 1 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON 530196524 7 true 85206 0 1 85206 0 true false false false false false false false false false false false false false false true true Schedule A, Part IV, Section B, Line 2 All support distributions from the Foundation are provided to Catholic Charities of the Archdiocese of Washington (CCADW), which is an organization that operates, supervises and controls the filing organization. The board and the executive team of CCADW may then allocate the charitable support to other affiliate organizations that are under CCADW and provide support to those in need in the community. CCADW and the affiliate organization perform the work of the Archdiocese of Washington in regard to providing for those in need for whatever reason (i.e. mentally disadvantaged, economically disadvantaged, developmentally disadvantaged, etc.). 22292107 1349515 2329891 584863 141279 25245371 19291107 1421438 2572172 876750 115860 22292107 17514948 1209201 1275571 603017 105596 19291107 15747062 1037606 1198689 405150 63259 17514948 13726149 1186947 1774195 872972 67257 15747062 0.15600 0.84400 false false 37705 35236 2469 0 0 0 2469 DUE FROM CATHOLIC CHARITIES 2545882 2545882 0 FUNDS HELD ON BEHALF OF OTHERS 145895 145895 X SCHEDULE D, PART X, LINE 2 FIN 48 FOOTNOTE BECAUSE OF THE ENACTMENT OF H.R.1, COMMONLY KNOWN AS TAX CUTS AND JOBS ACT (TCJA) IN DECEMBER 2017, TRANSIT AND PARKING BENEFITS PROVIDED TO ELIGIBLE EMPLOYEES ARE DEEMED TO BE UNRELATED BUSINESS TAXABLE INCOME AND CATHOLICA CHARITIES HAS RECORDED A PROVISION FOR RELATED INCOME TAXES FOR THE SIX MONTHS ENDED JUNE 30, 2018. CATHOLIC CHARITIES DOES NOT BELIEVE THAT THERE ARE ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT SHOULD BE RECORDED. CATHOLIC CHARITIES' TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE TAX RETURNS FOR THE PAST THREE YEARS ARE GENERALLY OPEN FOR EXAMINATION BY TAXING AUTHORITIES. false false false false false false false false MARY JANE MORROW CFO 0 199398 0 0 0 0 0 19929 0 5303 0 224630 0 0 PATRICK DUNNE COO 0 276731 0 0 0 0 0 27517 0 368 0 304616 0 0 TARA ARRAS CHIEF DEVELOPMENT OFFICER 0 161463 0 0 0 0 0 12917 0 907 0 175287 0 0 DENISE CAPACI EXECUTIVE DIR-ADULT & CHILDREN 0 164267 0 0 0 0 0 16427 0 5279 0 185973 0 0 RACHEL BATTLES EXECUTIVE DIRECTOR - FINANCE 0 157050 0 0 0 0 0 15705 0 5204 0 177959 0 0 FRED SARRAN SR. DIRECTOR/CONTROLLER 0 144249 0 0 0 0 0 14425 0 607 0 159281 0 0 JARLATH FINN EXECUTIVE DIRECTOR - IT 0 140858 0 0 0 0 0 14049 0 229 0 155136 0 0 LISA CANTU-PARKS LEADERSHIP GIFTS OFFIER 0 137909 0 0 0 0 0 13780 0 11082 0 162771 0 0 MICHELE SPARKS EXECUTIVE DIRECTOR - HR 0 140791 0 0 0 0 0 14079 0 170 0 155040 0 0 SEAN WOOD DIRECTOR - DEVT OPERATIONS 0 141344 0 0 0 0 0 14123 0 5250 0 160717 0 0 SCHEDULE J, PART I, LINE 3 ESTABLISHING COMPENSATION FOR CEO THE ORGANIZATION RELIED ON THE BOARD OF THE CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, A RELATED ORGANIZATION, TO APPROVE THE COMPENSATION OF THE PRESIDENT/CEO. THIS ORGANIZATION DOES NOT PAY ITS PRESIDENT/CEO. THE COMPENSATION PROCESS PERFORMED BY A RELATED ORAGNIZATION, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, IS AS FOLLOWS: FATHER JOHN ENZLER IS PAID THE RATE FOR A DIOCESAN PRIEST WHICH IS SIGNIFICIANTLY BELOW THE MARKET RATE FOR A SOCIAL SERVICE ORGANIZATION'S TOP MANAGEMENT OFFICIAL. SINCE FATHER JOHN IS COMPENSATED AS A PRIEST, THE BOARD OF THE CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON DOES NOT REVIEW OR APPROVE HIS COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS THERE IS ONE CLASS OF MEMBERSHIP WHICH CONSISTS OF THE ARCHBISHOP OF THE ARCHDIOCESE OF WASHINGTON, ONE OR MORE VICARS GENERAL OF THE ARCHDIOCESE OF WASHINGTON AS DESIGNATED BY THE ARCHBISHOP, THE CHANCELLOR OF THE ARCHDIOCESE OF WASHINGTON, AND THE APPROPRIATE ARCHDIOCESAN SECRETARY OF THE ARCHDIOCESE OF WASHINGTON AS DESIGNATED BY THE ARCHBISHOP, AND THEIR SUCCESSORS IN OFFICE, EACH AS SELECTED OR APPOINTED ACCORDING TO THE DISCIPLINE OF THE ROMAN CATHOLIC CHURCH. FORM 990, PART VI, SECTION A, LINE 7B GOVERNANCE DECISIONS RESERVED TO MEMBERS THE MEMBERS RESERVE UNTO THEMSELVES ULTIMATE AUTHORITY TO AUTHORIZE: A)THE APPROVAL OF BORROWING MONEY FOR CAPITAL EXPENDITURES B)THE PURCHASE, SALE, LEASE DISPOSITION, OR HYPOTHECATION OF REAL PROPERTY C)THE APPOINTMENT OF FISCAL AUDITORS D)THE APPOINTMENT AND/OR TERMINATION OF THE PRESIDENT/CEO E)THE APPROVAL OF ANY BUDGET WHICH REFLECTS AN OPERATING DEFICIT F)THE AMENDMENT OF ARTICLES OF INCORPORATION AND THE ADOPTION OF BYLAWS, WITH THE SOLE RIGHT TO ALTER, CHANGE, OR AMEND SUCH BYLAWS; AND G)THE MERGING, LIQUIDATION, WINDING UP, OR ABANDOMENT OF ANY ENTITY FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS KPMG LLP, AN INDEPENDENT PUBLIC ACCOUNTING FIRM, PREPARES AND DETAIL REVIEWS FORM 990. AFTER INTERNAL MANAGEMENT'S REVIEW, THE BOARD OF DIRECTORS' FINANCE AND AUDIT COMMITTEE CONDUCTS A DETAIL REVIEW. THIS REVIEW TAKES PLACE BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY THE POLICY CALLS FOR THE BOARD AND MANAGEMENT TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE BOARD OF DIRECTORS, THROUGH THE EXECUTIVE COMMITTEE, REVIEWS ANY CONFLICT OF INTEREST THAT IS IDENTIFIED. THE FULL BOARD OF DIRECTORS WILL DETERMINE RESTRICTIONS IMPOSED ON AN IDENTIFIED CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A The organization does not pay its President/CEO. The compensation process performed by a related organization, Catholic Charities of the Archdiocese of Washington, is as follows: Father John Enzler is paid the rate for a diocesan priest which is significantly below the market rate for a social service organization's top management official. Since Father John is compensated as a priest, the board of the Catholic Charities of the Archdiocese of Washington does not review or approve his compensation. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: NET ASSET TRANSFERS FOR RELATED ENTITIES $ (923,264) FORM 990, PART VI, SECTION A, LINE 7A POWER TO ELECT MEMBERS OF THE GOVERNING BODY EACH MEMBER SHALL HAVE THE RIGHT TO ELECT AND REMOVE MEMBERS OF THE BOARD OF DIRECTORS AND THE FILLING OF VACANCIES THAT MAY OCCUR. SPANISH CATHOLIC CENTER 924 G STREET NW WASHINGTON DC 20001 520980905 SOCIAL SERV DC 501(C)(3) 7 ADW false ANCHOR MENTAL HEALTH ASSOCIATION 924 G STREET NW WASHINGTON DC 20001 520824835 SOCIAL SERV DC 501(C)(3) 10 ADW false ANCHOR HOUSING CORPORATION 924 G STREET NW WASHINGTON DC 20001 521181447 HOUSING DC 501(C)(3) 10 ADW false LT JOSEPH P KENNEDY INSTITUTE 924 G STREET NW WASHINGTON DC 20001 520824835 CHARITABLE DC 501(C)(3) 10 ADW false KENNEDY HOUSING CORPORATION 924 G STREET NW WASHINGTON DC 20001 521910220 HOUSING DC 501(C)(3) 10 ADW false KENNEDY HOUSING CORPORATION II 924 G STREET NW WASHINGTON DC 20001 030406267 HOUSING DC 501(C)(3) 10 ADW false CATHOLIC CHARITIES OF THE ARCHDIOCESE OF 924 G STREET NW WASHINGTON DC 20001 530196524 SOCIAL SERV DC 501(C)(3) 7 ADW false ARCHDIOCESE OF WASHINGTON 5001 EASTERN AVENUE HYATTSVILLE MD 20782 521214001 RELIGIOUS DC 501(C)(3) 1 NA false false false true false false false false false false false false false false true true false false true false CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WA r 85206 FMV