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Nonprofiteer
← CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY

Form 990 for tax year 2022

Filed by CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY.

Totals

Total revenue
$6,107,291
Total expenses
$8,631,004
Contributions and grants received
$6,278,735
Grants paid
$6,920,338
Program service revenue
$0
Investment income
-$153,475
Other revenue
-$17,969
Total assets, end of year
$131,022,050
Total liabilities, end of year
$31,880,026
Net assets or fund balances, end of year
$99,142,024
Program services expenses (Part IX)
$7,655,747
Management and general expenses
$479,668
Fundraising expenses
$495,589
Program service expenses (Part III)
$7,655,747

Program services were 88.7% 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.

  • 1c · Fundraising events

    $19,000

  • 1f · All other contributions, gifts and grants

    $6,259,735

  • 1g · Noncash contributions included above

    $919,230

  • 3 · Investment income

    total $1,875,049 · related or exempt $1,875,049

  • 7a · Gross sales of assets other than inventory

    securities $33,233,670 · other assets $3,561,779

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

    securities $34,492,995 · other assets $4,330,978

  • 7c · Gain or loss

    securities -$1,259,325 · other assets -$769,199

  • 7d · Net gain or loss

    total -$2,028,524 · related or exempt -$2,028,524

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $19,000

  • 8b · Fundraising events: direct expenses

    $12,208

  • 8c · Net income from fundraising events

    total -$12,208 · excluded -$12,208

  • 11a · Other revenue: K1-JPAS ILLIQUID ASSETS

    total -$5,761 · related or exempt -$5,761

  • 11e · Other revenue, total

    -$5,761

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,920,338 · program services $6,920,338

  • 5 · Compensation of officers, directors and key employees

    total $285,107 · management and general $99,787 · fundraising $185,320

  • 7 · Other salaries and wages

    total $369,615 · program services $57,243 · management and general $150,351 · fundraising $162,021

  • 9 · Other employee benefits

    total $73,623 · program services $5,979 · management and general $32,494 · fundraising $35,150

  • 10 · Payroll taxes

    total $45,461 · program services $3,975 · management and general $17,369 · fundraising $24,117

  • 11b · Fees: legal

    total $10,973 · management and general $10,973

  • 11c · Fees: accounting

    total $41,975 · management and general $41,975

  • 11f · Fees: investment management

    total $477,681 · program services $477,681

  • 11g · Fees: other

    total $87,344 · program services $3,316 · management and general $69,377 · fundraising $14,651

  • 12 · Advertising and promotion

    total $17,502 · program services $64 · management and general $224 · fundraising $17,214

  • 13 · Office expenses

    total $3,971 · program services $420 · management and general $1,754 · fundraising $1,797

  • 14 · Information technology

    total $44,820 · program services $4,323 · management and general $22,033 · fundraising $18,464

  • 16 · Occupancy

    total $40,615 · program services $4,642 · management and general $16,149 · fundraising $19,824

  • 17 · Travel

    total $1,303 · management and general $1,303

  • 20 · Interest

    total $6,825 · program services $6,825

  • 23 · Insurance

    total $12,661 · program services $1,410 · management and general $5,013 · fundraising $6,238

  • 24a · Other expenses: K1-JPAS ILLIQUID ASSETS

    total $143,855 · program services $143,855

  • 24b · Other expenses: K1-JPAS SEMI LIQUID

    total $25,058 · program services $25,058

  • 24c · Other expenses: PRINTING AND POSTAGE

    total $13,561 · program services $618 · management and general $2,150 · fundraising $10,793

  • 24d · Other expenses: MISCELLANEOUS

    total $8,716 · management and general $8,716

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $629,039 · end of year $530,368

  • 3 · Pledges and grants receivable

    beginning of year $16,647,445 · end of year $7,648,556

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,194 · end of year $16,089

  • 10a · Land, buildings and equipment: cost or other basis

    $102,292

  • 10b · Land, buildings and equipment: accumulated depreciation

    $102,292

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $115,739,536 · end of year $103,646,767

  • 12 · Investments: other securities

    beginning of year $14,905,837 · end of year $19,038,985

  • 15 · Other assets

    beginning of year $3,621,757 · end of year $141,285

  • 17 · Accounts payable and accrued expenses

    beginning of year $150,391 · end of year $133,450

  • 25 · Other liabilities

    beginning of year $38,225,341 · end of year $31,746,576

  • 27 · Net assets without donor restrictions

    beginning of year $47,788,436 · end of year $41,025,662

  • 28 · Net assets with donor restrictions

    beginning of year $65,393,640 · end of year $58,116,362

Mission and programs · 2022

Mission

DEVELOPS, ACQUIRES, AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY.

Activities or mission (Part I)

DEVELOPS, ACQUIRES AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY.

  • FOR THE SUPPORT OF DONOR ADVISED FUNDS AND GRANTING TO CHARITABLE ORGANIZATION

    Expenses $4,571,436 · Grants $4,132,305

  • FOR THE SUPPORT OF DIOCESAN PROGRAM & DEPARTMENTS OF THE DIOCESE OF SAN JOSE

    Expenses $1,404,026 · Grants $1,269,156

  • SUPPORT OF CATHOLIC PARISHES AND MINISTRIES

    Expenses $1,215,114 · Grants $1,098,391

  • OTHERS

    Expenses $465,171 · Grants $420,487

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

Listed in Part VII

  • Jim Cashman

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Charmaine Warmenhoven

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Tom Crotty

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bertha Minnihan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Doug Hansen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Raymond J Triplett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cs Park

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Steve Baroni

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Cuneen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brad Baron

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Anne Milligan

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Paul Normandin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Don McGovern

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patrick Waite

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Paul Gentzkow

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mary Quilici Aumack

    CEO

    Total calculated
    $313,935
    From this org
    $285,107
    From related orgs
    $0
    Other
    $28,828
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,000
    Bonus
    $26,107
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $28,828
    Filer's total
    $313,935

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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
THE EXECUTIVE COMMITTEE IS CHARGED WITH THE RESPONSIBILITY OF DETERMINING APPROPRIATE COMPENSATION.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202303129349304185

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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