2018-05-15T16:33:40-05:00 2017-06-30 341884125 CBIZ MHM LLC 4722 N 24th St Ste 300 Phoenix AZ 85016 990 2016-07-01 860465177 CATHOLIC COMMUNITY FOUNDATION CATH 6023542401 400 EAST MONROE STREET PHOENIX AZ 85004 deacon james Carabajal CEO 6023542401 2018-05-15 1 Amy A O'Loughlin P00869687 6022646835 2018-05-14 24.250.96.82 2018-05-15 12:36:30 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 E5D70D76AC6F699DCF3D350EDB78142D3320629D 2016 2021-01-29 14:40:06Z JAMES CARABAJAL CEO 400 EAST MONROE STREET PHOENIX AZ 85004 61334395 0 X WWW.CCFPHX.ORG X 1983 AZ THE CATHOLIC COMMUNITY FOUNDATION IS A NON-PROFIT, INDEPENDENT CHARITABLE ORGANIZATION... THE CATHOLIC COMMUNITY FOUNDATION IS A NON-PROFIT, INDEPENDENT CHARITABLE ORGANIZATION THAT SUPPORTS THE RELIGIOUS, EDUCATION AND PHILANTHROPIC OBJECTIVES OF THE DIOCESE OF PHOENIX. FOUNDED IN 1983, THE FOUNDATION PROVIDES A MEANS THROUGH WHICH DONORS CAN MAKE LIVING AND TESTAMENTARY GIFTS TO BENEFIT THEIR CHARITABLE OBJECTIVES AT ANY LEVEL. THE FOUNDATION HELPS TO SUSTAIN THE WORKS OF PARISHES, SCHOOLS, AGENCIES AND OUTREACH PROGRAMS IN THE DIOCESE OF PHOENIX AND BEYOND. 24 24 11 42 0 937 1603726 5571443 729692 763892 362344 1704311 317750 303794 3013512 8343440 2090316 2059529 0 0 1043054 1106967 0 0 130304 1314965 1404876 4448335 4571372 -1434823 3772068 55878998 63824153 22763124 24984808 33115874 38839345 TO CARRY ON THE WORK OF CHRIST BY FOSTERING PHILANTHROPY. 0 0 2580705 2059529 763892 SUPPORT THE RELIGIOUS, EDUCATION AND PHILANTHROPIC OBJECTIVES OF THE DIOCESE OF PHOENIX AND BEYOND THROUGH THE FOLLOWING:(A) Invest and administer the CHRISTIAN SERVICE AWARD program which provides SCHOLARSHIPS FOR TUITION AT CATHOLIC HIGH SCHOOLS.(B) Solicit, receive, hold, invest and reinvest funds to be used for GRANTS TO ORGANIZATIONS FOR THE WORKING POOR, ELEMENTARY SCHOOL, TUITION ASSISTANCE, THEOLOGICAL STUDY, AND COMMUNICATION PROGRAMS.(C) Solicit, receive, hold, invest and reinvest funds to be used for Grants to other organizations as advised by donors. Matching Program for establishment of Endowment Funds at Schools and Parishes. Assistance to schools and parishes in their fund development needs. 2580705 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 26 0 1 11 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 24 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X KYLE FELIX 6023542412 400 EAST MONROE STREET PHOENIX AZ 85004 James H Lundy DIRECTOR 1.00 X 0 0 0 Trish Stark CHAIRMAN 4.00 X X 0 0 0 Kathleen Harris DIRECTOR 1.00 X 0 0 0 KAREN ABRAHAM TREASURER 4.00 X X 0 0 0 REV ROBERT BOLDING DIRECTOR 1.00 X 0 0 0 KEVIN CAMBERG DIRECTOR 1.00 X 0 0 0 CHRISTINE COURY DIRECTOR 1.00 X 0 0 0 JONATHAN COURY DIRECTOR 1.00 X 0 0 0 ALEXANDER CUDZEWICZ Director 1.00 X 0 0 0 GONZALO DE LA MELENA Director 1.00 X 0 0 0 HONORABLE DOUG DUCEY Director 1.00 X 0 0 0 Anthony Ehmann ESQ Director 1.00 X 0 0 0 Donna Esposito Director 1.00 X 0 0 0 John Even ESQ SECRETARY 4.00 X X 0 0 0 STEVE JEROME DIRECTOR 1.00 X 0 0 0 Gregory Kruzel Director 1.00 X 0 0 0 MOST REV THOMAS J OLMSTED DIRECTOR 1.00 X 0 0 0 LARRY PENLEY VICE CHAIRMAN 4.00 X X 0 0 0 DAVID SHERF DIRECTOR 1.00 X 0 0 0 REV MICHAEL STRALEY DIRECTOR 1.00 X 0 0 0 JAMES F WHALEN DIRECTOR 1.00 X 0 0 0 J TOMMY ESPINOZA DIRECTOR 1.00 X 0 0 0 GARY NAQUIN DIRECTOR 1.00 X 0 0 0 DAN WILHELM DIRECTOR 1.00 X 0 0 0 Richard L Frisch President & CEO 40.00 X 185853 0 18328 Deacon James Carabajal CFO 40.00 X 126839 0 17679 BRIGITTE DAYTON VICE PRESIDENT OF ADMINIST 40.00 X 102374 0 16219 CHRISTOPHER TAWNEY VICE PRESIDENT OF DEVELOPM 40.00 X 106176 0 6858 521242 0 59084 4 0 1 0 0 92800 5478643 289505 5571443 ADMINISTRATIVE FEE 541900 763892 763892 763892 885777 885777 53791813 52973279 818534 818534 818534 321470 92800 17676 303794 303794 8343440 763892 0 2008105 1531966 1531966 527563 527563 580326 580326 347366 347366 106798 106798 72477 72477 76 76 42210 42210 768453 521176 247277 45949 45949 4030 4030 174990 174990 71962 71962 92333 92333 18235 18235 9674 9674 2784 2784 17226 17226 5724 5724 EVENT EXPENSES 130304 130304 EQUIPMENT RENTAL 15161 15161 Supplies 5765 5765 4571372 2580705 1860363 130304 200 200 2054313 3902088 41835 166938 13596 159279 87338 83359 71941 50538265 56545371 3161026 3112468 11551 55878998 63824153 81315 55254 1036532 1046848 20182921 22522779 80000 0 1382356 1359927 22763124 24984808 X 19293614 20498416 4050205 2950742 9772055 15390187 33115874 38839345 55878998 63824153 X 3772068 3057472 -885020 -221049 X 0 0 0 X 2857561 2036120 2137885 1603726 5571443 14206735 2857561 2036120 2137885 1603726 5571443 14206735 2063576 12143159 18531 101566 497390 533924 885777 2037188 16243923 6143893 0.74760 0.75750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87 14 671556 158967 2152736 202595 3767765 814244 1 1 0 1 X 13391508 863997 3878936 525461 17608980 10663264 3439237 171053 882046 13391508 10876340 422860 -95375 540561 10663264 9497660 107211 1757864 486395 10876340 7638581 1199680 1103212 443813 9497660 0.00000 0.97100 0.02900 0 0 48000 48000 30823 13210 17613 80456 74128 6328 71941 ANNUITY OBLIGATIONS 1359927 1359927 Part IV, Line 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 NPO's. CROZIER 305600 92800 212800 17676 5 108670 0 108670 414270 92800 321470 17676 17676 303794 1 Aid to Women Center 2039 S Mill Ave Suite C Tempe AZ 85282 860528953 501(C)(3) 37900 Program Support Blessed Sacrament Parish 11300 N 64th St Scottsdale AZ 85254 371575917 501(C)(3) 13879 Program Support Boys Hope Girls Hope Arizona 3443 N Central Ave Ste 713 Phoenix AZ 85012 860630295 501(C)(3) 7045 PROGRAM SUPPORT Diocese of Phoenix 400 E Monroe Street Phoenix AZ 85004 860223974 501(C)(3) 404490 Program Support Our Lady of Mount Carmel Parish 2121 S Rural Road Tempe AZ 85282 364643600 501(C)(3) 16398 Program Support Our Lady of Perpetual Help Parish 3801 N Miller Rd Scottsdale AZ 85251 943455995 501(C)(3) 32570 PROGRAM SUPPORT Seton Catholic Preparatory High 1150 N Dobson Rd Chandler AZ 85224 262785742 501(C)(3) 13793 Youth and Education Society of St Vincent de Paul PO Box 13600 Phoenix AZ 85002 860096789 501(C)(3) 29167 Work Among the Poor Ss Simon & Jude Cathedral Schoo 6351 N 27th Ave Phoenix AZ 85017 943457074 501(C)(3) 51867 Youth and Education St Agnes Parish 1954 N 24th Street Phoenix AZ 85008 300514530 501(C)(3) 106550 Program Support St Francis Xavier Parish 4715 N Central Ave Phoenix AZ 85012 300514530 501(C)(3) 43193 Program Support St Timothy Parish 1730 W Guadalupe Rd Mesa AZ 85202 320267724 501(C)(3) 56585 Program Support ST GREGORY CATHOLIC SCHOOL 3440 N 18TH AVE PHOENIX AZ 85015 800315130 501(C)(3) 48688 PROGRAM SUPPORT ST JOHN XXII CATHOLIC SCHOOL 16235 N 60TH STREET SCOTTSDALE AZ 85254 860911731 501(C)(3) 28460 PROGRAM SUPPORT ST MARY BASHA CATHOLIC SCHOOL 200 W GAVELSTON STREET CHANDLER AZ 85225 300513969 501(C)(3) 7160 PROGRAM SUPPORT FRANCISCAN RENEWAL CENTER 5082 E LINCOLN SCOTTSDALE AZ 85253 860720036 501(C)(3) 83725 PROGRAM SUPPORT MOUNT CLARET CENTER 4663 N 54TH STREET PHOENIX AZ 85018 320268278 501(C)(3) 61976 PROGRAM SUPPORT ST THERESA PARISH 5001 E THOMAS ROAD PHOENIX AZ 85018 300515085 501(C)(3) 98326 PROGRAM SUPPORT ST PATRICK PARISH 10815 N 84TH STREET SCOTTSDALE AZ 85260 300514891 501(C)(3) 61111 PROGRAM SUPPORT RESURRECTION PARISH 3201 S EVERGREEN RD TEMPE AZ 85285 364643601 501(C)(3) 25686 PROGRAM SUPPORT CITY OF THE LORD 711 W UNIVERSITY TEMPE AZ 85281 860351356 501(C)(3) 25475 PROGRAM SUPPORT MAGGIE'S PLACE PO BOX 1102 PHOENIX AZ 85001 860972675 501(C)(3) 5000 PROGRAM SUPPORT CHRIST THE KING PARISH 1551 E DANA AVE MESA AZ 85204 300513890 501(C)(3) 33349 PROGRAM SUPPORT CATHOLIC CHARITIES COMMUNITY SERVICES 4747 N 7TH AVE PHOENIX AZ 85013 860223999 501(C)(3) 9078 PROGRAM SUPPORT SACRED HEART PARISH 150 FLUERY STREET PRESCOTT AZ 86301 371575862 501(C)(3) 15295 PROGRAM SUPPORT FOUNDATION FOR BLIND CHILDREN 1234 E NORTHERN AVE PHOENIX AZ 85020 860129981 501(C)(3) 5000 PROGRAM SUPPORT ORDER OF MALTA WESTERN ASSOCIATION 465 CALIFORNIA STREET STE 818 SAN FRANCISCO CA 94104 237450840 501(C)(3) 23200 PROGRAM SUPPORT ST MICHAEL CATHOLIC CHURCH 15542 POMERADO ROAD POWAY CA 92064 030426046 501(C)(3) 12000 PROGRAM SUPPORT JESUIT HIGH SCHOOL 1200 JACOB LANE CARMICHAEL CA 95608 680268519 501(C)(3) 75000 PROGRAM SUPPORT MAKE A WISH AMERICA 4742 N 24TH STREET STE 400 PHOENIX AZ 85016 860481941 501(C)(3) 100000 PROGRAM SUPPORT 30 0 SCHOLARSHIPS 451 527563 Part I, Line 2: Information regarding the selected grant recipients is acquired by the organization and in some cases, the Diocese of Phoenix prior to the grants being awarded. With the exception of the scholarship recipients, all grantees are IRC Section 501(c)(3) organizations. The Diocese of Phoenix continues to monitor grants issued to schools and parishes to ensure compliance with grant guidelines. 1 X X X X X 0 0 0 0 0 0 0 1 0 Richard L Frisch President & CEO 165853 0 20000 0 0 0 1960 0 16368 0 204181 0 0 0 Part I, Line 7 BONUSes ARE GIVEN BASED ON MEETING ORGANIZATIONAL GOALS AND ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS. X 21 289505 STOCK QUOTE 0 0 1 1 Part I, Line 32b: The organization uses a stock brokerage firm to receive and sell donated securities; funds are then transferred to the organization. Form 990, Part VI, Section A, line 2 Christine Coury and Jonathan Coury have a family relationship. Form 990, Part VI, Section B, line 11b THE 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM and was reviewed by the organization's CEO and CFO. The draft of the 990 was then emailed to the full Board of Directors and the Audit Committee prior to being filed with the IRS. 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 a grant, such Directors or Members shall forthwith give the Board of Directors of the Foundation notice with full factual disclosure, of such interest or relationship and shall thereafter absent themselves during both explicit review of the matter by the Board of Directors and its voting on the matter and refrain from otherwise attempting to affect its decision to participate or not to participate in such transactions. The goal and the policy of the organization is obtain an annual signed conflict of interest from each member of the board of directors. Form 990, Part VI, Section B, line 15 A subcommittee of the Board was charged with summarizing the results of comparative salary ranges for the CEO and the CFO using studies from a local university, Form 990s from comparable organizations, and also a salary study completed by a nonprofit organization that serves Foundations. The subcommittee also relies on advice from the Human Resources Department of the Diocese of Phoenix for salary grades. The results are forwarded to the Executive Committee. The CEO works with the Executive Committee to formulate an employment agreement detailing the salary, benefits and duties of the position. Prior to approval of the CEO'S contract, the Executive Committee and Board meets in executive session to discuss and decide on the compensation of the CEO and also advises on other staff positions, such as the CFO. After that process the Board votes on the compensation and the results are then included in the ORGANIZATION'S budget, which is also approved in total by the Board. Form 990, Part VI, Section C, line 19 The organization's 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 -221,049. EXETER PARTNERS LP 1116 PINE STREET HUNTINGTON BEACH CA 92648 330771937 INVESTMENT CA N/A UNRELATED 46539 1361566 0 0 0.97000 VERDE VLY L&C LLC PO BOX 1619 COTTONWOOD AZ 86326 710882293 Ranching AZ N/A UNRELATED -213 3260599 0 0 0.55590 W DART LLP PO BOX 1619 COTTONWOOD AZ 86326 860845544 INVESTMENT AZ N/A EXCLUDED -244 6480696 0 0 0.97650 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0