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Nonprofiteer
← CATHOLIC COMMUNITY SERVICES FOUNDATION

Form 990 for tax year 2024

Filed by CATHOLIC COMMUNITY SERVICES FOUNDATION.

Totals

Total revenue
$644,465
Total expenses
$1,597,302
Contributions and grants received
$2,048
Grants paid
$0
Program service revenue
$0
Investment income
$642,417
Other revenue
$0
Total assets, end of year
$1,087,156
Total liabilities, end of year
$201,330
Net assets or fund balances, end of year
$885,826
Program services expenses (Part IX)
$1,578,895
Management and general expenses
$18,407
Fundraising expenses
$0
Program service expenses (Part III)
$1,578,895

Program services were 98.8% 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

    $2,048

  • 3 · Investment income

    total $34,904 · excluded $34,904

  • 7a · Gross sales of assets other than inventory

    securities $1,699,657

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

    securities $1,092,144

  • 7c · Gain or loss

    securities $607,513

  • 7d · Net gain or loss

    total $607,513 · excluded $607,513

Functional expenses

Part IX, the statement of functional expenses.

  • 21 · Payments to affiliates

    total $1,578,895 · program services $1,578,895

  • 24a · Other expenses: Bank Charges

    total $18,407 · management and general $18,407

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $215,770 · end of year $138,929

  • 12 · Investments: other securities

    beginning of year $2,241,090 · end of year $948,227

  • 25 · Other liabilities

    beginning of year $114,204 · end of year $201,330

  • 27 · Net assets without donor restrictions

    beginning of year $117,163 · end of year $70,674

  • 28 · Net assets with donor restrictions

    beginning of year $2,225,493 · end of year $815,152

Mission and programs · 2024

Mission

To build philanthropic support for the charitable work of Catholic Community Services of Southern Arizona, Inc. through education, donor relationships, community partnerships, and stewardship.

Activities or mission (Part I)

To solicit, receive and manage gifts of money and property to support the charitable activities of Catholic Community Services of Southern Arizona, CCS.

  • Through fundraising activities and endowment net income, the Catholic Community Services Foundation provided $1,578,895 of funding to support CCS program services this fiscal year, and built awareness of CCS and community needs through public relations, education, community outreach, agency/program liaisons, and expansion of the CCS donor base.

    Expenses $1,578,895

As filed on the 2024 return.

Listed in Part VII

  • Elena Dwyre

    CEO & Board Member

    Total calculated
    $259,997
    From this org
    $0
    From related orgs
    $237,521
    Other
    $22,476
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,307 related
    Bonus
    $0 + $37,000 related
    Other
    $0 + $19,214 related
    Deferred
    $0 + $13,532 related
    Nontaxable benefits
    $0 + $8,944 related
    Filer's total
    $0 + $259,997 related

  • Charles Geoffrion

    President

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Anne Morales

    Vice President

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Samantha Ansinelli

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • Tom DuPlain

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brian Connelly

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lisa Jamison

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Felicia Johnson

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tony Fonze

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Jesus Fernandez

    CFO

    Total calculated
    $182,431
    From this org
    $0
    From related orgs
    $161,583
    Other
    $20,848
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $92,219 related
    Bonus
    $0 + $29,672 related
    Other
    $0 + $39,692 related
    Deferred
    $0 + $13,412 related
    Nontaxable benefits
    $0 + $7,436 related
    Filer's total
    $0 + $182,431 related

  • Beth Frantz

    CFO

    Total calculated
    $0
    Hours/week
    0.5 + 39.5 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

  • 4a · Severance or change-of-control payment

Answered no

  • 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 4a
The following individual received severance compensation from related organization CCS: Jesus Fernandez: $25,835

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

No itemized grants to organizations on this return.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202601349349312730

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