2019-05-09T15:18:14-05:00 2018-06-30 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2017-07-01 472607386 The Catholic Alliance % NORMA FRANK CATH 3034689885 6160 S Syracuse Way Suite 211 Greenwood Village CO 80111 ROBERT GROSS Acting CEO 3034689885 2019-05-15 true Adam R Smith CPA P00958966 7194714290 167.68.126.162 84022720191295000010 2019-05-09 P 32B3D1662D66331C192DA061A832333DD6F28158 B297EB62ACBDF2C63341018967E8037D5137B826 2017 2019-02-21 02:37:17Z X X ROBERT GROSS 6160 S Syracuse Way211 Greenwood Village CO 80111 5310561 false 0928 X www.thecatholicalliance.org X 2014 CO FUNDRAISING FOR OUR CUSTOMERS IN SUCH A WAY TO ALLOW DONORS TO EXPERIENCE THE JOY, POWER, AND GRACE OF GIVING SO THAT OTHERS CAN ENCOUNTER JESUS CHRIST. X 6 6 43 25 0 380000 1563171 2104792 3747390 1 0 0 0 2484793 5310561 0 16018 0 0 1713145 2297141 0 0 0 1345018 1515736 3058163 3828895 -573370 1481666 463927 0 1945593 0 -1481666 0 X FUNDRAISING FOR OUR CUSTOMERS IN SUCH A WAY TO ALLOW DONORS TO EXPERIENCE THE JOY, POWER, AND GRACE OF GIVING SO THAT OTHERS CAN ENCOUNTER JESUS CHRIST. false true 3073063 16018 3747390 ALLIANCE PERFORMS FUNDRAISING AND DONATION PROCESSING SERVICES FOR THE NON-PROFIT MINISTRIES OF THE ARCHDIOCESE OF DENVER. THESE SERVICES INCLUDE EVENT PLANNING AND MANAGEMENT, MARKETING, DONOR COMMUNICATIONS AND MANAGEMENT, AND GRANT SOLICITATION. ALLIANCE PROCESSED OVER 30,000 DONATIONS TO RAISE OVER $25 MILLION FOR EIGHT MINISTRIES OF THE ARCHDIOCESE OF DENVER INCLUDING THE ARCHBISHOP'S CATHOLIC APPEAL, ST JOHN VIANNEY SEMINARY, BISHOP MACHEBEUF HIGH SCHOOL, HOLY FAMILY HIGH SCHOOL, SEEDS OF HOPE, CATHOLIC CHARITIES, REDEMPTORIS MATER MISSIONARY SEMINARY AND THE OFFICE OF HISPANIC MINISTRY. 3073063 true true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false true true false false false false true 6 0 43 true false false false false false false false false false false false false false X 6 6 true false true false true true false true true false false false true true true false false true false false X NORMA FRANK 3034689885 6160 S SYRACUSE WAY 211 Greenwood Village CO 80111 Robert Zarlengo Chair 1.0 0.0 X X 0 0 0 Dominic Palazzo Treasurer 1.0 0.0 X X 0 0 0 Rick Wagner Secretary 1.0 0.0 X X 0 0 0 Mari Ann Martin Trustee 1.0 0.0 X 0 0 0 Keith Parsons Trustee 1.0 0.0 X 0 0 0 Tim Moynihan Trustee 1.0 0.0 X 0 0 0 Deacon Steven Stemper President 20.0 0.0 X 108184 0 0 David Fantz Administrative officer 27.0 0.0 X 61775 0 0 Robert Gross CEO 30.0 0.0 X 32308 0 1938 Elizabeth Chatterton Executive Vice President 40.0 0.0 X 140241 0 22142 Jason Whitehouse Director of IT and Database 40.0 0.0 X 101203 0 25913 Jennifer Thompson Executive VP - Development 40.0 0.0 X 176623 0 11958 Mary Kessler Director - Marketing & Comm. 40.0 0.0 X 123872 0 20796 Todd Smith Director - Annual Giving 40.0 0.0 X 106113 0 13540 850319 0 96287 6 false true true Steier Group 10844 Old Mill Road OMAHA NE 68154 Capital Campaign MGM 237753 Footers Catering 4190 Garfield St DENVER CO 80216 Catering Events 126766 Gabriel Group 3190 Rider Trails EARTH CITY MO 63045 Direct Mail 175768 3 1563171 0 10008 1563171 DONOR SVC FEE FOR NONPROFIT MINISTRIES 561000 3747390 3747390 3747390 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5310561 3747390 16018 16018 0 0 0 146193 146193 0 1705217 1368446 336771 121183 87417 33766 189024 121698 67326 135524 121972 13552 0 2916 2916 0 0 0 0 26782 18226 8556 56380 56380 137782 97101 40681 21229 16983 4246 0 209520 167616 41904 51874 51874 0 3126 3126 49919 49919 0 0 13700 6850 6850 DEVELOPMENT MARKETING 915190 915190 PUBLICATIONS & BROCHURES 26962 26962 DUES/LICENSES/FEES 356 330 26 OTHER EXPENSES 0 0 3828895 3073063 755832 0 18581 0 0 0 0 0 302376 0 0 0 0 0 0 0 0 0 142970 0 0 0 0 0 0 0 0 0 0 0 0 0 463927 0 506780 0 0 0 62292 0 0 0 0 0 0 0 23611 0 0 0 1352910 0 1945593 0 X -1481666 0 0 0 0 0 -1481666 0 463927 0 1481666 X false false X 0 1500000 750000 380000 1563171 4193171 2911669 3767606 2104792 3747390 12531457 0 0 0 0 4411669 4517606 2484792 5310561 16724628 0 2621201 1108564 3224647 6954412 2621201 1108564 3224647 6954412 9770216 3 1 4 0 3 1 4 0 0 0 4411669 4517609 2484792 5310562 16724632 X 0.00000 false false false false false false false false false Deacon Steven Stemper President 108184 108184 David Fantz Administrative officer 61775 61775 Elizabeth Chatterton Executive Vice President 140241 8414 13728 162383 Jennifer Thompson Executive VP - Development 176623 10597 1361 188581 Schedule J Part II Compensation from an unrelated organization: Deacon Steve Stemper and David Fantz, both are are employees of an unrelated organization, the Catholic Foundation No. Colorado. The amounts reported on Schedule J, Part II are the amounts the Alliance reimbursed the Foundation, for their services. Unamortized Balance of Software 2018-06-30 46668 Book 841495066 Archdiocese of Denver 1300 S Steele St Denver CO 80210 501(c)(3) Unused Postage Account with USPS 2018-06-30 803 Book 841495066 Archdiocese of Denver 1300 S Steele St Denver CO 80210 501(c)(3) Deposit at Brown Palace for Nov '18 SOH 2018-06-30 6250 Book 841495066 Archdiocese of Denver 1300 S Steele St Denver CO 80210 501(c)(3) false true false false true false true false false false false false Sch N, Part I, Line 3 ALL ASSETS WERE DISTRIBUTED TO THE ARCHDIOCESE OF DENVER AND EMPLOYEES OF THE CATHOLIC ALLIANCE BECAME EMPLOYEES OF THE ARCHDIOCES OF DENVER. THIS INCLUDES THE following EMPLOYEES LISTED ON 990 PART VII, SECTION A: *Robert Gross *Jason Whitehouse *Todd Smith FORM 990, PART VI, SECTION A, LINE 2 FAMILY AND BUSINESS RELATIONSHIPS: THE FOLLOWING PERSONS ARE EMPLOYEES OF AN AFFILIATED ORGANIZATION AND THEREFORE HAVE A BUSINESS RELATIONSHIP: *DEACON STEVEN STEMPER, PRESIDENT*DAVID FANTZ, ADMINSTRATIVE OFFICER FORM 990, PART VI, SECTION A, LINE 4 ORGANIZATION CEASED OPERATIONS EFFECTIVE 6.30.18 FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS: THE COMPANY HAS NO OFFICIAL CORPORATE VOTING MEMBERS, BUT PER THE BYLAWS, THE CHIEF FINANCIAL OFFICER OF THE ARCHDIOCESE OF DENVER IS AUTOMATICALLY COUNTED AN EX OFFICIO VOTING MEMBER OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WHO CAN ELECT MEMBERS OF THE GOVERNING BODY: AS AN AUTOMATIC EX OFFICIO VOTING MEMBER OF THE BOARD OF TRUSTEES, THE CHIEF FINANCIAL OFFICER OF THE ARCHDIOCESE OF DENVER PARTICIPATES IN THE BOARD OF TRUSTEES VOTES TO ADD OR REMOVE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE 990 IS COMPLETED BY THE ORGANIZATION'S TAX FIRM, BKD, IN COOPERATION WITH THE ORGANIZATION'S STAFF. THE RETURN IS THEN REVIEWED BY MANAGEMENT PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL TRUSTEES, OFFICERS, EMPLOYEES, COMMITTEE MEMBERS, AND VOLUNTEERS WHO MAY BE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ORGANIZATION. THE POLICY IDENTIFIES AND DEFINES INTERESTED PARTIES, THE NATURE OF POTENTIAL CONFLICTS, INCLUDING USE OF CONFIDENTIAL INFORMATION FOR PERSONAL GAIN AND A PROHIBITION AGAINST LOANS BY/TO THE ORGANIZATION TO ANY TRUSTEE OR OFFICER AS WELL AS PROCEDURES FOR DISCLOSURE, REVIEW, AND ACTION ON CONFLICTS OF INTEREST AS THEY ARISE. ADDITIONALLY, THE POLICY REQUIRES ANNUAL COMPLETION OF A CONFLICT OF INTEREST DISCLOSURE STATEMENT BY THOSE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ORGANIZATION. THE CONFLICT OF INTEREST POLICY TOGETHER WITH THE CONFLICT OF INTEREST DISCLOSURE STATEMENT AND GIFT POLICY AND DISCLOSURE FORM ARE DISTRIBUTED ANNUALLY TO OFFICERS, TRUSTEES, AND KEY EMPLOYEES. THESE INDIVIDUALS ARE ASKED TO REVIEW THE POLICY AND COMPLETE AND RETURN BOTH THE CONFLICT OF INTEREST DISCLOSURE STATEMENT AND THE GIFT POLICY AND DISCLOSURE FORM. THE ADMINISTRATIVE OFFICER TRACKS RESPONSES AND REVIEWS THE DISCLOSURES. IN CONNECTION WITH, AND PRIOR TO THE ALLIANCES ENTERING INTO, ANY TRANSACTION OR ARRANGEMENT THAT MIGHT PRESENT AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE RESPONSIBLE PERSON INVOLVED SHALL DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER INTEREST IN THE TRANSACTION, AS WELL AS ALL MATERIAL FACTS RELATING TO THE TRANSACTION. IN THE CASE OF ALLIANCE STAFF, THIS DISCLOSURE SHOULD BE MADE TO THE PRESIDENT (OR IF THE PRESIDENT IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. IN THE CASE OF TRUSTEES, THIS DISCLOSURE SHOULD BE MADE TO THE BOARD CHAIR, (OR IF THE BOARD CHAIR IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD AS A WHOLE. IF THE BOARD OR ANY COMMITTEE OF THE BOARD PROPERLY DELEGATED SUCH POWER DETERMINES THAT A CONFLICT OF INTEREST EXISTS AND CANNOT BE ELIMINATED OR AVOIDED AND, IF APPROPRIATE, THAT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF DISINTERESTED TRUSTEES WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ALLIANCES BEST INTEREST AND WHETHER THE TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE TO THE ALLIANCE DESPITE THE EXISTENCE OF THE CONFLICT, BASED ON WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS AT LEAST AS FAVORABLE TO THE ALLIANCE AS AN ARMS-LENGTH TRANSACTION WITH DISINTERESTED INDIVIDUALS OR ORGANIZATIONS. THE DECISION OF THE BOARD OR COMMITTEE SHALL REST IN ITS SOLE DISCRETION, BUT SHALL BE MADE IN GOOD FAITH AND IN MANNER SUCH BOARD OR COMMITTEE REASONABLY BELIEVES TO BE IN THE ALLIANCES BEST INTEREST. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION: PURSUANT TO I.R.C. 5498, ON A YEARLY BASIS, COMPENSATION IS INDEPENDENTLY DETERMINED BY DISINTERESTED BOARD MEMBERS (I.E. THE CHAIRMAN OF THE BOARD OF TRUSTEES IN CONSULTATION WITH OTHER TRUSTEES) OF THE ORGANIZATION'S AFFILIATED ORGANIZATION, THE CATHOLIC FOUNDATION. IN MAKING THIS DETERMINATION, THE CHAIRMAN RELIES ON APPROPRIATE COMPARABILITY DATA AND THEN DOCUMENTS THE DECISION IN THE BOARD OF TRUSTEE MEETING MINUTES EACH YEAR. STEVEN STEMPER AS PRESIDENT AND CEO OF THE FOUNDATION. TOM HUELE, THEN CHAIRMAN OF THE BOARD OF TRUSTEES, WAS RESPONSIBLE FOR THE DRAFTING AND REVIEW OF THE CEO EMPLOYMENT AGREEMENT. MR. HUELE UTILIZED THE BRYAN CAVE LAW FIRM TO ASSIST IN THE PROCESS. MR. STEMPER'S CONTRACT WAS NEGOTIATED AND AGREED TO BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ADDITIONALLY, THE CATHOLIC FOUNDATION AND THE CATHOLIC ALLIANCE'S ARTICLES OF INCORPORATION ARE AVAILABLE ON THE WEBSITE OF THE COLORADO SECRETARY OF STATE. Form 990, Part IX, Line 5 COMPENSATION OF CURRENT OFFICERS: CERTAIN EMPLOYEES OF THE CATHOLIC FOUNDATION (FOUNDATION), AN AFFILIATED ORGANIZATION, ALSO PERFORM WORK FOR THE ALLIANCE. THE ALLIANCE REIMBURSES THE FOUNDATION FOR A PORTION OF THEIR SALARIES. THE AMOUNT ON LINE 5 OF PART IX REPRESENTS THE PORTION OF OFFICER COMPENSATION THAT IS REIMBURSED BY THE ALLIANCE. FORM 990, PART III, LINE 3 ORGANIZATION CEASED OPERATIONS EFFECTIVE 6.30.18