2024-11-12T17:23:57-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-01-01 202823241 CATHOLIC CHARITIES FOUNDATION 61885016 CATH 5093584250 12 E 5TH AVENUE SPOKANE WA 99202 ANN MARIE BYRD EXECUTIVE DIRECTOR 5093584250 2024-11-12 1 1 KURT BENNION CPA P01469618 4252506100 2024-11-12 2023 2024-10-15 13:58:12Z ANN MARIE BYRD 12 E 5TH AVENUE SPOKANE WA 99202 819980 0 X N/A X 2005 WA THE FOUNDATION IS ORGANIZED FOR THE BENEFIT OF CATHOLIC CHARITIES OF SPOKANE. 6 6 0 6 0 0 29856 27843 0 0 157813 79603 0 0 187669 107446 330743 193386 0 0 128656 27067 0 0 0 38797 35490 498196 255943 -310527 -148497 3882211 4193795 1783895 2000318 2098316 2193477 CATHOLIC CHARITIES FOUNDATION IS ORGANIZED FOR THE PRINCIPAL PURPOSE OF STIMULATING GIFTS FROM PRIVATE SOURCES AND GRANTS FROM THE STATE OR FEDERAL GOVERNMENT FOR THE SOLE AND EXCLUSIVE BENEFIT OF CATHOLIC CHARITIES. 0 0 208884 193386 0 INVESTMENT PROGRAM:THE CATHOLIC CHARITIES FOUNDATION MANAGES THE INVESTMENT OF FUNDS CONTRIBUTED TO THE FOUNDATION TO BENEFIT CATHOLIC CHARITIES OF SPOKANE. THE FOUNDATION ALSO MONITORED THE INVESTMENT ACTIVITY OF FUNDS HELD ON BEHALF OF CATHOLIC CHARITIES OF SPOKANE. INVESTED FUNDS ARE PERIODICALLY DISTRIBUTED TO THE INTENDED ORGANIZATIONS.THE FOUNDATION HAD $2,315,038 IN ASSETS UNDER MANAGEMENT AS OF 12/31/2023 AND PAID DISTRIBUTIONS OF $193,386 FOR THE YEAR ENDED 12/31/2023. 47059 0 0 DEVELOPMENT PROGRAM:THE CATHOLIC CHARITIES FOUNDATION SOLICITED AND ACCEPTED FUNDS FOR THE FUTURE BENEFIT OF THE INSTITUTIONS, PROGRAMS AND ACTIVITIES OF CATHOLIC CHARITIES OF SPOKANE.THE FOUNDATION RAISED $27,843 IN CONTRIBUTIONS IN 2023. 255943 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 1 1 0 0 X DAVID OSENGA 5094596187 12 E 5TH AVE SPOKANE WA 99202 ANN MARIE BYRD EXECUTIVE DIRECTOR 5.00 35.00 X 0 110744 17550 JUDY HUDSON CHAIR 2.00 0.00 X X 0 0 0 BETH BRASCH VICE CHAIR 1.00 0.00 X X 0 0 0 DAVID AUSTIN BOARD MEMBER 1.00 0.00 X 0 0 0 MARY ANN HESKETT SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 SR BERNADETTE NANNYONJO BOARD MEMBER 1.00 1.00 X 0 0 0 DEACON JOHN RUSCHEINSKY BOARD MEMBER 1.00 0.00 X 0 0 0 0 110744 17550 0 0 0 0 0 27843 27843 56555 56555 735582 712534 23048 23048 23048 107446 0 0 79603 193386 193386 25506 25506 1561 1561 15497 15497 13100 13100 3671 3671 1742 1742 3 3 307 307 359 359 OTHER EXPENSES 811 811 255943 255943 0 0 38639 27436 17 600 3843280 4072235 275 93524 3882211 4193795 1682921 1878757 100974 121561 1783895 2000318 X 38506 20763 2059810 2172714 2098316 2193477 3882211 4193795 -148497 243658 0 X 0 0 0 X 95944 144280 163095 29856 27843 461018 95944 144280 163095 29856 27843 461018 291348 169670 96071 54822 157481 68262 56555 433191 894209 0.18970 0.19030 X CATHOLIC CHARITIES FOUNDATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR FUNDRAISING AND SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. FUNDRAISING ACTIVITIES ARE CARRIED OUT BY THE EXECUTIVE DIRECTOR THROUGH DIRECT SOLICITATION WITH DONORS AND MAILINGS REGARDING ESTATE PLANNING. IN ADDITION, THE EXECUTIVE DIRECTOR COORDINATES AND PARTICIPATES IN FUNDRAISING ACTIVITIES AND EVENTS SPONSORED BY CATHOLIC CHARITIES OF SPOKANE, THE RELATED ORGANIZATION WHICH CATHOLIC CHARITIES FOUNDATION IS ORGANIZED TO SUPPORT. CATHOLIC CHARITIES FOUNDATION MAINTAINS A GOVERNING BOARD WHICH INCLUDES COMMUNITY LEADERS AND VOLUNTEERS WHO SUPPORT THE MISSION AND ACTIVITIES OF CATHOLIC CHARITIES OF SPOKANE. IN ADDITION, CERTAIN MEMBERS OF THE GOVERNING BOARD PROVIDE EXPERTISE IN INVESTMENTS, LAW, AND ESTATE PLANNING. THE SOLE PURPOSE OF THE CATHOLIC CHARITIES FOUNDATION IS TO PROVIDE SUPPORT FOR THE ACTIVITIES OF CATHOLIC CHARITIES OF SPOKANE, A RELATED PUBLICLY SUPPORTED ORGANIZATION, THAT SERVES AND ADVOCATES FOR VULNERABLE PEOPLE THROUGHOUT EASTERN WASHINGTON. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 27115 4012 2456 28671 33380 -5005 1260 27115 30017 4327 964 33380 0.00000 1.00000 0.00000 0 0 0 DUE TO RELATED ORGANIZATIONS 121561 121561 PART IV, LINE 2B: CATHOLIC CHARITIES FOUNDATION HOLDS FUNDS INVESTED ON BEHALF OF CATHOLIC CHARITIES OF SPOKANE. PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT PROGRAMS OF CATHOLIC CHARITIES OF SPOKANE, AS DESIGNATED BY DONORS. 1 CATHOLIC CHARITIES OF SPOKANE PO BOX 2253 SPOKANE WA 99210 910569880 501(C)(3) 193386 0 OPERATIONAL SUPPORT 1 0 PART I, LINE 2: CATHOLIC CHARITIES OF SPOKANE PERIODICALLY REPORTS TO THE FOUNDATION ON ACTIVITIES AND USE OF CONTRIBUTED FUNDS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITHIN THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC VERSION OF THE 990 WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15A CATHOLIC CHARITIES OF SPOKANE ADMINISTERS THE HUMAN RESOURCE MANAGEMENT, COMPENSATION AND BENEFIT PLAN FOR THE EXECUTIVE DIRECTOR OF THE CATHOLIC CHARITIES FOUNDATION. COMPENSATION IS REVIEWED PERIODICALLY AND BENCHMARKED AGAINST INDUSTRY SALARY SURVEYS FOR SIMILAR POSITIONS. THE BOARD OF DIRECTORS APPROVES THE APPOINTMENT OF THE EXECUTIVE DIRECTOR AND THE SALARY ANNUALLY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BOARD WILL PROVIDE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS UPON REQUEST. CATHOLIC CHARITIES OF SPOKANE PO BOX 2253 SPOKANE WA 99210 910569880 PUBLIC CHARITY WA 501(C)(3) LINE 7 N/A 0 OTHELLO HOUSING ASSOCIATES (DBA DESERT HAVEN) 935 S 7TH AVENUE OTHELLO WA 99344 010673752 MANAGE AND OPERATE LOW-INCOME HOUSING PROJECT WA N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0