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Nonprofiteer
← KNIGHTS OF COLUMBUS CHARITIES INC

Form 990 for tax year 2022

Filed by KNIGHTS OF COLUMBUS CHARITIES INC.

Totals

Total revenue
$26,953,387
Total expenses
$21,190,534
Contributions and grants received
$26,324,424
Grants paid
$20,387,163
Program service revenue
$1,263
Investment income
$509,205
Other revenue
$118,495
Total assets, end of year
$24,402,324
Total liabilities, end of year
$724,201
Net assets or fund balances, end of year
$23,678,123
Program services expenses (Part IX)
$20,461,646
Management and general expenses
$95,171
Fundraising expenses
$633,717
Program service expenses (Part III)
$20,461,646

Program services were 96.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $125,697

  • 1f · All other contributions, gifts and grants

    $26,198,727

  • 1g · Noncash contributions included above

    $146,174

  • 2a · Program service revenue: OTHER INCOME, NET-FATHER MCGIVNEY

    total $1,263 · related or exempt $1,263

  • 3 · Investment income

    total $405,286 · excluded $405,286

  • 5 · Royalties

    total $11,942 · excluded $11,942

  • 6a · Gross rents

    real property $106,553

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $106,553

  • 6d · Net rental income or loss

    total $106,553 · excluded $106,553

  • 7a · Gross sales of assets other than inventory

    securities $1,283,000

  • 7b · Less cost or other basis and sales expenses

    securities $1,179,081

  • 7c · Gain or loss

    securities $103,919

  • 7d · Net gain or loss

    total $103,919 · excluded $103,919

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,578,859 · program services $5,578,859

  • 2 · Grants to domestic individuals

    total $2,461,081 · program services $2,461,081

  • 3 · Grants to foreign organizations and individuals

    total $12,347,223 · program services $12,347,223

  • 11b · Fees: legal

    total $11,764 · management and general $11,764

  • 11c · Fees: accounting

    total $46,110 · management and general $46,110

  • 11g · Fees: other

    total $34,718 · fundraising $34,718

  • 13 · Office expenses

    total $298,901 · management and general $37,297 · fundraising $261,604

  • 24a · Other expenses: GENERAL EXPENSES

    total $292,114 · fundraising $292,114

  • 24b · Other expenses: FATHER MCGIVNEY GUILD

    total $74,483 · program services $74,483

  • 24c · Other expenses: SERVICE OF EQUIPMENT

    total $33,652 · fundraising $33,652

  • 24d · Other expenses: DATABASE MANAGEMENT FEE

    total $11,629 · fundraising $11,629

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,624,448 · end of year $3,195,465

  • 2 · Savings and temporary cash investments

    beginning of year $540,019 · end of year $7,127,973

  • 4 · Accounts receivable

    beginning of year $1,632,970 · end of year $1,643,543

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,877,702 · end of year $2,447,492

  • 11 · Investments: publicly traded securities

    beginning of year $12,717,506 · end of year $9,752,145

  • 15 · Other assets

    beginning of year $98,282 · end of year $235,706

  • 17 · Accounts payable and accrued expenses

    beginning of year $580 · end of year $41,479

  • 25 · Other liabilities

    beginning of year $484,347 · end of year $682,722

  • 27 · Net assets without donor restrictions

    beginning of year $14,860,420 · end of year $9,792,560

  • 28 · Net assets with donor restrictions

    beginning of year $5,145,580 · end of year $13,885,563

Mission and programs · 2022

Mission

CHARITIES IS OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES. KNIGHTS OF COLUMBUS, THROUGH ITS MEMBERS, PROVIDES DONATIONS WHICH ARE PLACED UNDER THE CONTROL OF CHARITIES. CHARITIES ACCEPTS GIFTS AND BEQUESTS FROM MEMBERS OF KNIGHTS OF COLUMBUS AND THE PUBLIC THAT CONFORM WITH THE TERMS OF ITS GOVERNING INSTRUMENT.

Activities or mission (Part I)

ESTABLISHED FOR RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES.

  • IN FURTHERANCE OF ITS EXEMPT PURPOSE, CHARITIES PROVIDED GRANTS TO OTHER ORGANIZATIONS. A PORTION OF THESE GRANTS WERE IN SUPPORT OF UKRAINE SOLIDARITY RELIEF. UKRAINE SOLIDARITY RELIEF PROVIDES URGENT RELIEF TO CIVILIAN REFUGEES AND DISPLACED PERSONS BY SUPPLYING SHELTER, FOOD, MEDICAL SUPPLIES, CLOTHING AND RELIGIOUS GOODS, AS WELL AS OTHER HUMANITARIAN NEEDS AS IDENTIFIED, BOTH DIRECTLY IN UKRAINE AND THROUGH REFUGEE SITES IN POLAND.

    Expenses $11,215,736 · Grants $11,215,736

  • IN FURTHERANCE OF ITS EXEMPT PURPOSE, CHARITIES PROVIDED GRANTS TO OTHER ORGANIZATIONS. A PORTION OF THESE GRANTS WERE IN SUPPORT OF THE COATS FOR KIDS PROGRAM. THE COATS FOR KIDS PROGRAM PROVIDES WARMTH FOR CHILDREN IN NEED DURING COLD WINTER MONTHS. THE GOAL OF THE COATS FOR KIDS PROGRAM IS TO ENSURE THAT NO CHILD IN NORTH AMERICA GOES WITHOUT A COAT DURING THE WINTER SEASON. THE DISTRIBUTION OF MOST OF THESE GRANTS HAS BEEN DISCLOSED AS REQUIRED IN SCHEDULE F, PART II AND SCHEDULE I, PARTS II AND III.

    Expenses $5,036,517 · Grants $4,962,034 · Revenue $1,263

  • IN FURTHERANCE OF ITS EXEMPT PURPOSE, CHARITIES PROVIDED GRANTS TO OTHER ORGANIZATIONS TO PROMOTE MATTERS AFFECTING LIFE, FAMILY, MARRIAGE AND SIMILAR PRIORITIES IN BUILDING A CULTURE OF LIFE. THIS PROGRAM PROVIDED FUNDING FOR ULTRASOUND MACHINES TO VARIOUS PREGNANCY CRISIS CENTERS.

    Expenses $2,668,127 · Grants $2,668,127

  • IN FURTHERANCE OF ITS EXEMPT PURPOSE, CHARITIES PROVIDED FINANCIAL ASSISTANCE TO VICTIMS OF VARIOUS DOMESTIC AND FOREIGN NATURAL DISASTERS. THIS PROGRAM PROVIDED ASSISTANCE TO VICTIMS OF THE FOLLOWING MAJOR NATURAL DISASTERS: HURRICANES AND OTHER STORMS OCCURRING IN THE CARIBBEAN, FLORIDA AND OKLAHOMA, WILDFIRES OCCURRING IN NEBRASKA AND COLORADO, FLOODS OCCURRING IN KENTUCKY, WEST VIRGINIA AND PAKISTAN, AND A TYPHOON OCCURRING IN THE PHILIPPINES.

    Expenses $602,161 · Grants $602,161

  • IN FURTHERANCE OF ITS EXEMPT PURPOSE, CHARITIES PROVIDED FINANCIAL ASSISTANCE FOR CHRISTIANS AND OTHER RELIGIOUS MINORITIES BEING PERSECUTED OR DISPLACED IN IRAQ AND THE SURROUNDING REGIONS. IN ADDITION, TO RAISE PUBLIC AWARENESS AND EDUCATION CONCERNING PERSECUTED CHRISTIANS AND OTHER RELIGIOUS MINORITIES, ESPECIALLY IN THE MIDDLE EAST, CHARITIES PROVIDED FINANCIAL ASSISTANCE AND GRANTS TO CHARITABLE RELIEF ORGANIZATIONS.

    Expenses $939,105 · Grants $939,105

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Carl A Anderson

    DIRECTOR/PAST PRESIDENT

    Total calculated
    $269,000
    From this org
    $0
    From related orgs
    $269,000
    Other
    $0
    Hours/week
    1 + 14 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,000 related
    Bonus
    $0 + $62,000 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $269,000 related
  • Patrick E Kelly

    PRESIDENT

    Total calculated
    $1,690,471
    From this org
    $0
    From related orgs
    $1,639,096
    Other
    $51,375
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $811,942 related
    Bonus
    $0 + $372,818 related
    Other
    $0 + $454,336 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $42,225 related
    Filer's total
    $0 + $1,690,471 related
  • Ronald F Schwarz

    TREASURER

    Total calculated
    $441,539
    From this org
    $0
    From related orgs
    $401,793
    Other
    $39,746
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,468 related
    Bonus
    $0 + $71,018 related
    Other
    $0 + $110,307 related
    Deferred
    $0 + $8,136 related
    Nontaxable benefits
    $0 + $31,610 related
    Filer's total
    $0 + $441,539 related
  • Most Rev William E Lori

    DIRECTOR

    Total calculated
    $135,000
    From this org
    $0
    From related orgs
    $135,000
    Other
    $0
    Hours/week
    1 + 9 related
  • John A Marrella

    DIRECTOR

    Total calculated
    $985,900
    From this org
    $0
    From related orgs
    $945,140
    Other
    $40,760
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $426,052 related
    Bonus
    $0 + $132,818 related
    Other
    $0 + $386,270 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $31,610 related
    Filer's total
    $0 + $985,900 related
  • Anthony V Minopoli

    DIRECTOR

    Total calculated
    $859,368
    From this org
    $0
    From related orgs
    $807,993
    Other
    $51,375
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $555,577 related
    Bonus
    $0 + $148,218 related
    Other
    $0 + $104,198 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $42,225 related
    Filer's total
    $0 + $859,368 related
  • Paul G O'Sullivan

    VICE PRESIDENT

    Total calculated
    $429,986
    From this org
    $0
    From related orgs
    $389,226
    Other
    $40,760
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,906 related
    Bonus
    $0 + $61,518 related
    Other
    $0 + $86,802 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $31,610 related
    Filer's total
    $0 + $429,986 related
  • John J Kennedy

    DIRECTOR/CHIEF FINANCIAL OFFICER

    Total calculated
    $1,115,221
    From this org
    $0
    From related orgs
    $1,074,461
    Other
    $40,760
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $543,110 related
    Bonus
    $0 + $176,318 related
    Other
    $0 + $355,033 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $31,610 related
    Filer's total
    $0 + $1,115,221 related
  • Patrick T Mason

    SECRETARY

    Total calculated
    $371,989
    From this org
    $0
    From related orgs
    $320,699
    Other
    $51,290
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $216,412 related
    Bonus
    $0 + $79,418 related
    Other
    $0 + $24,869 related
    Deferred
    $0 + $9,065 related
    Nontaxable benefits
    $0 + $42,225 related
    Filer's total
    $0 + $371,989 related
  • Stephen M Feiler

    ASSISTANT SECRETARY

    Total calculated
    $308,298
    From this org
    $0
    From related orgs
    $258,175
    Other
    $50,123
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,173 related
    Bonus
    $0 + $53,818 related
    Other
    $0 + $1,184 related
    Deferred
    $0 + $7,898 related
    Nontaxable benefits
    $0 + $42,225 related
    Filer's total
    $0 + $308,298 related
  • Daniel Rossi

    FORMER DIRECTOR

    Total calculated
    $30,550
    From this org
    $0
    From related orgs
    $30,550
    Other
    $0
    Hours/week
    0 + 9 related

    Schedule J breakdown matched by us

    Base
    $0 + $30,550 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $30,550 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION. THE COMPENSATION PROCESS AND INDEPENDENT REVIEW WAS PERFORMED BY THE RELATED ORGANIZATION, KNIGHTS OF COLUMBUS, A SECTION 501(C)(8) ORGANIZATION. KNIGHTS OF COLUMBUS' COMPENSATION PROCESS IS AS FOLLOWS: THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT ON AN ANNUAL BASIS, INCLUDING IN 2022, FOR A REVIEW OF THE REASONABLENESS OF TOTAL COMPENSATION PROVIDED TO SUPREME OFFICERS AND OTHER TOP MANAGEMENT OFFICIALS. THE INDEPENDENT COMPENSATION CONSULTANT USES SURVEY SOURCES THAT THEY HAVE COMPILED PLUS OTHER PUBLISHED SURVEYS TO PRESENT A REPORT OF COMPARABLE MARKET DATA OF TOTAL COMPENSATION FOR EACH MANAGEMENT POSITION. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS AND DISCUSSES THE COMPARABLE MARKET DATA BEFORE MAKING A RECOMMENDATION TO THE BOARD OF DIRECTORS. AFTER A REVIEW AND DISCUSSION ABOUT THE COMPARABLE MARKET DATA AND THE INDIVIDUALS IN THE ROLES UNDER REVIEW, A VOTE IS TAKEN TO APPROVE A NEW SALARY RANGE AND OBJECTIVE BONUS STRUCTURE FOR THE TOP MANAGEMENT INDIVIDUALS. TOTAL COMPENSATION FOR EACH INDIVIDUAL IS WITHIN THE RANGE APPROVED BY THE BOARD OF DIRECTORS WHICH IS WITHIN THE COMPARABLE MARKET DATA.
PART I, LINE 4B
PATRICK E. KELLY $448,643 JOHN J. KENNEDY 342,971 JOHN A. MARRELLA 379,631 ANTHONY V. MINOPOLI 100,835 RONALD F. SCHWARZ 104,192 PAUL G. O'SULLIVAN 75,509 PATRICK T. MASON 23,462 KNIGHTS OF COLUMBUS SPONSORS A NONQUALIFIED DEFERRED COMPENSATION PLAN THAT IS DESIGNED TO MAKE UP FOR BENEFITS LOST IN THE TAX-QUALIFIED RETIREMENT PLAN. ONCE A PARTICIPANT BECOMES VESTED IN THIS NONQUALIFIED DEFERRED COMPENSATION PLAN, BY LAW, THE PARTICIPANT IS TAXED ON THE VESTED AMOUNT. THE KNIGHTS OF COLUMBUS' PLAN PROVIDES THAT UPON VESTING, A PARTICIPANT WILL RECEIVE A PAYMENT FOR THE ESTIMATED INCOME TAXES RELATED TO THE VESTED AMOUNT. THE ABOVE AMOUNTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B(III).
SCHEDULE J, PART I:
THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES. KNIGHTS OF COLUMBUS PROVIDES ADMINISTRATIVE SUPPORT TO ASSIST WITH THE DAY-TO-DAY OPERATIONS WITHOUT CHARGE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • KNIGHTS OF COLUMBUS

    501(C)(8) · FRATERNAL BENEFIT ORGANIZATION · CT

  • KNIGHTS OF COLUMBUS CHARITIES USA INC

    501(C)(3) · ESTABLISHED FOR RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES · CT · controlled entity

    Directly controlled by KNIGHTS OF COLUMBUS

  • THE KNIGHTS OF COLUMBUS MUSEUM INC

    501(C)(3) · OPERATION OF A MUSEUM · CT · controlled entity

    Directly controlled by KNIGHTS OF COLUMBUS

  • JOHN PAUL II SHRINE AND INSTITUTE INC

    501(C)(3) · OPERATION OF AN EDUCATIONAL INSTITUTE AND A SHRINE · DC · controlled entity

    Directly controlled by KNIGHTS OF COLUMBUS

  • KNIGHTS OF COLUMBUS CANADA CHARITIES INC

    SEE SCHD O · ESTABLISHED FOR RELIGIOUS, CHARITABLE, AND EDUCATIONAL PURPOSES · CA · controlled entity

    Directly controlled by KNIGHTS OF COLUMBUS

Provenance

Return type
form_990
Tax year
2022
Filed
12 October 2023
IRS schema version
2022v5.0
Source object
202312869349302311

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