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Nonprofiteer
← CATHOLIC EDUCATION ARIZONA

Form 990 for tax year 2024

Filed by CATHOLIC EDUCATION ARIZONA.

Totals

Total revenue
$20,197,669
Total expenses
$19,063,718
Contributions and grants received
$18,847,860
Grants paid
$16,269,594
Program service revenue
$0
Investment income
$1,349,809
Other revenue
$0
Total assets, end of year
$38,494,965
Total liabilities, end of year
$30,990,350
Net assets or fund balances, end of year
$7,504,615
Program services expenses (Part IX)
$16,761,236
Management and general expenses
$1,182,710
Fundraising expenses
$1,119,772
Program service expenses (Part III)
$16,761,236

Program services were 87.9% 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.

  • 1f · All other contributions, gifts and grants

    $18,847,860

  • 3 · Investment income

    total $1,349,809 · excluded $1,349,809

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $105,696 · program services $105,696

  • 2 · Grants to domestic individuals

    total $16,163,898 · program services $16,163,898

  • 5 · Compensation of officers, directors and key employees

    total $540,379 · program services $179,946 · management and general $179,946 · fundraising $180,487

  • 7 · Other salaries and wages

    total $701,599 · program services $108,153 · management and general $189,358 · fundraising $404,088

  • 8 · Pension plan contributions

    total $71,376 · program services $9,431 · management and general $24,583 · fundraising $37,362

  • 9 · Other employee benefits

    total $99,877 · program services $8,841 · management and general $82,235 · fundraising $8,801

  • 10 · Payroll taxes

    total $80,495 · program services $15,383 · management and general $27,357 · fundraising $37,755

  • 11b · Fees: legal

    total $6,035 · management and general $6,035

  • 11c · Fees: accounting

    total $56,825 · program services $12,445 · management and general $19,182 · fundraising $25,198

  • 11g · Fees: other

    total $194,554 · program services $79,492 · management and general $26,095 · fundraising $88,967

  • 12 · Advertising and promotion

    total $261,726 · program services $23,394 · management and general $181,265 · fundraising $57,067

  • 13 · Office expenses

    total $49,581 · program services $52 · management and general $49,406 · fundraising $123

  • 14 · Information technology

    total $21,530 · program services $4,859 · management and general $5,459 · fundraising $11,212

  • 16 · Occupancy

    total $81,309 · program services $13,552 · management and general $27,103 · fundraising $40,654

  • 17 · Travel

    total $5,875 · management and general $5,558 · fundraising $317

  • 19 · Conferences, conventions and meetings

    total $30,987 · management and general $30,590 · fundraising $397

  • 22 · Depreciation, depletion and amortization

    total $34,191 · program services $14,999 · management and general $7,317 · fundraising $11,875

  • 23 · Insurance

    total $88,648 · program services $4,550 · management and general $29,583 · fundraising $54,515

  • 24a · Other expenses: CREDIT CARD FEES

    total $159,280 · management and general $159,280

  • 24b · Other expenses: PRINTING

    total $83,648 · program services $2,748 · management and general $17,404 · fundraising $63,496

  • 24c · Other expenses: POSTAGE AND DELIVERY

    total $27,633 · program services $193 · management and general $10,577 · fundraising $16,863

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $22,139 · management and general $22,139

  • 24e · All other expenses

    total $176,437 · program services $13,604 · management and general $82,238 · fundraising $80,595

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $666,983 · end of year $5,343,492

  • 2 · Savings and temporary cash investments

    beginning of year $39,402,770 · end of year $30,373,233

  • 3 · Pledges and grants receivable

    beginning of year $460,000 · end of year $28,373

  • 4 · Accounts receivable

    beginning of year $17,116 · end of year $498,813

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,418 · end of year $16,267

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

    $234,502

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

    $194,126

  • 10c · Land, buildings and equipment, net

    beginning of year $53,165 · end of year $40,376

  • 11 · Investments: publicly traded securities

    beginning of year $433,054 · end of year $1,672,636

  • 15 · Other assets

    beginning of year $71,763 · end of year $521,775

  • 17 · Accounts payable and accrued expenses

    beginning of year $59,056 · end of year $61,095

  • 18 · Grants payable

    beginning of year $34,651,327 · end of year $30,396,159

  • 25 · Other liabilities

    beginning of year $104,086 · end of year $533,096

  • 27 · Net assets without donor restrictions

    beginning of year $5,464,745 · end of year $6,454,275

  • 28 · Net assets with donor restrictions

    beginning of year $841,055 · end of year $1,050,340

Mission and programs · 2024

Mission

WE PROVIDE SCHOLARSHIPS TO UNDERSERVED CHILDREN TO CHANGE LIVES, SERVE SOCIETY, AND TRANSFORM CULTURE.

Activities or mission (Part I)

WE PROVIDE SCHOLARSHIPS TO UNDERSERVED CHILDREN TO CHANGE LIVES, SERVE (CONT. ON SCH O)

  • CATHOLIC EDUCATION ARIZONA PRIMARILY RECEIVES CONTRIBUTIONS UNDER ARIZONA INDIVIDUAL AND CORPORATE TAX CREDIT PROGRAMS FOR PRIVATE SCHOOL TUITION SCHOLARSHIPS. TOGETHER, THESE TAX CREDITS ALLOWED ARIZONA INDIVIDUAL AND CORPORATE TAXPAYERS TO EFFECTIVELY DIRECT THEIR TAX DOLLARS TO PROVIDE SCHOLARSHIPS TO 4,191 STUDENTS. $5,000 WAS DISTRIBUTED TO THE MATTHEW 19:14 PROJECT, $10,000 TO ST. JOHN VIANNEY CATHOLIC SCHOOL, AND $10,000 TO OUR LADY OF THE LAKE CATHOLIC SCHOOL FOR NON-TAX CREDIT SCHOLARSHIP ASSISTANCE. $ 80,696 WAS ALSO DISTRIBUTED THROUGH CATHOLIC EDUCATION ARIZONA'S EMPLOYER MATCHING AND DONATION FUND TO MULTIPLE ARIZONA CATHOLIC INSTITUTIONS. (CONTINUED ON SCHEDULE O)CATHOLIC EDUCATION ARIZONA RECEIVES TRADITIONAL DONATIONS FOR ITS CHANGING LIVES DIVISION. IN THE THIRD YEAR, $634,285 WAS RAISED TO FUND FUTURE SCHOLARSHIPS FOR CATHOLIC SCHOOL STUDENTS.

    Expenses $16,761,236 · Grants $16,269,594

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bryan Brady

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • Carol Trueg

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Nancy Dougherty

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Kelley Tucker

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Todd Bankofier

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Rev Eduardo Nevares

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Domonic Salce

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Andrew Lishko

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • David Halm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Adrian Ruiz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Carlos Sugich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Tom Brennan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Thomas Shellander

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Andrea Weeks Hardin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Nancy Padberg

    PRESIDENT & CEO

    Total calculated
    $234,574
    From this org
    $203,260
    From related orgs
    $0
    Other
    $31,314
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,239
    Bonus
    $22,021
    Other
    $0
    Deferred
    $2,113
    Nontaxable benefits
    $29,608
    Filer's total
    $234,981

  • Debra Preach

    CHIEF OPERATING OFFICER

    Total calculated
    $145,074
    From this org
    $115,509
    From related orgs
    $0
    Other
    $29,565
    Hours/week
    40

  • Caitlin Harris

    VP, FINANCE & COMPLIANCE

    Total calculated
    $98,410
    From this org
    $89,872
    From related orgs
    $0
    Other
    $8,538
    Hours/week
    40

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
EMPLOYEE RECEIVED MONTHLY REIMBURSEMENTS OF $75.00 FOR HEALTH AND WELLNESS. THIS BENEFIT IS AVAILABLE TO ALL EMPLOYEES. PROOF OF MONTHLY EXPENSE IS REQUIRED BEFORE REIMBURSEMENT IS GIVEN.
PART I, LINE 7
THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE REVIEWED THE PERFORMANCE OF THE CEO, CHIEF OPERATING OFFICER AND VP, FINANCE AND COMPLIANCE OFFICER AND APPROVED A BONUS AWARD FOR THE CALENDAR YEAR ENDING DECEMBER 31, 2024.

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

Provenance

Return type
form_990
Tax year
2024
Filed
24 March 2026
IRS schema version
2024v5.5
Source object
202640839349300139

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