Civic Intelligence

Commonwealth Human Services Foundation

990 • Fiscal year 2024 • EIN 52-2374004

Oct 01, 2023 to Sep 30, 2024 • Filed on May 21, 2025

Organization ProfileN/A
1601 Rolling Hills DriveRichmond, VA 23229-5011

(804) 285-5900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

11th percentile

0.00x

Higher debt load relative to revenue than 11% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$249,073

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 48.3% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

102%

Faster revenue growth than 91% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$6,210,454

Up $731,980 (+13%) from 2023

Net Assets

Up

$6,208,954

Up $731,980 (+13%) from 2023

Liabilities

Flat

$1,500

Flat from 2023

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin90th percentile

Revenue

Up

$515,309

Up $260,376 (+102%) from 2023

Expenses

Down

$251,640

Down $482 (-0.2%) from 2023

Net Income

Up

$263,669

Up $260,858 (+9280%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,878,884Liabilities 2011: $6,000Net Assets 2011: $3,872,8842011Assets 2012: $3,797,951Liabilities 2012: $5,500Net Assets 2012: $3,792,4512012Assets 2013: $4,194,898Liabilities 2013: $5,750Net Assets 2013: $4,189,1482013Assets 2014: $4,358,886Liabilities 2014: $5,325Net Assets 2014: $4,353,5612014Assets 2015: $4,139,180Liabilities 2015: $5,000Net Assets 2015: $4,134,1802015Assets 2016: $4,293,910Liabilities 2016: $0Net Assets 2016: $4,293,9102016Assets 2017: $4,712,809Liabilities 2017: $0Net Assets 2017: $4,712,8092017Assets 2018: $4,847,680Liabilities 2018: $0Net Assets 2018: $4,847,6802018Assets 2019: $5,205,557Liabilities 2019: $0Net Assets 2019: $5,205,5572019Assets 2020: $5,222,832Liabilities 2020: $0Net Assets 2020: $5,222,8322020Assets 2021: $6,126,364Liabilities 2021: $8,240Net Assets 2021: $6,118,1242021Assets 2022: $5,191,855Liabilities 2022: $1,500Net Assets 2022: $5,190,3552022Assets 2023: $5,478,474Liabilities 2023: $1,500Net Assets 2023: $5,476,9742023Assets 2024: $6,210,454Liabilities 2024: $1,500Net Assets 2024: $6,208,9542024

Highlighted filing

2024

Assets$6,210,454
Liabilities$1,500
Net Assets$6,208,954
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2011: $6,9162011Revenue 2012: $109,816Expenses 2012: $127,760Net Income 2012: -$17,9442012Expenses 2013: $138,5922013Revenue 2014: $334,035Expenses 2014: $150,316Net Income 2014: $183,7192014Revenue 2015: $250,653Expenses 2015: $167,632Net Income 2015: $83,0212015Revenue 2016: $212,200Expenses 2016: $217,673Net Income 2016: -$5,4732016Revenue 2017: $513,356Expenses 2017: $197,905Net Income 2017: $315,4512017Revenue 2018: $428,248Expenses 2018: $208,547Net Income 2018: $219,7012018Revenue 2019: $709,271Expenses 2019: $332,203Net Income 2019: $377,0682019Revenue 2020: $226,132Expenses 2020: $224,673Net Income 2020: $1,4592020Revenue 2021: $514,369Expenses 2021: $230,676Net Income 2021: $283,6932021Revenue 2022: $353,116Expenses 2022: $247,998Net Income 2022: $105,1182022Revenue 2023: $254,933Expenses 2023: $252,122Net Income 2023: $2,8112023Revenue 2024: $515,309Expenses 2024: $251,640Net Income 2024: $263,6692024

Highlighted filing

2024

Revenue$515,309
Expenses$251,640
Net Income$263,669
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
May 21, 2025
Return Version
2023v6.0
Gross Receipts
$1,745,236
Mission and Program Overview

Mission

To support the activities of commonwealth catholic charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,265,073$5,985,410▲ $720,337
Cash and Non-Interest-Bearing Accounts$104,594$50,424▼ $54,170
Accounts Receivable$17,964--
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$5,478,474$6,210,454▲ $731,980
Other Assets Total$90,843$174,620▲ $83,777
Liabilities
Other Liabilities$1,500$1,500→ $0
Total Liabilities$1,500$1,500→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,004,560$5,465,573▲ $1,461,013
Net Assets Without Donor Restrictions$1,472,414$743,381▼ $729,033
Total Net Assets Fund Balance$5,476,974$6,208,954▲ $731,980
Total Liabilities and Net Assets / Fund Balance$5,478,474$6,210,454▲ $731,980

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,861,863-▲ $1,403,294$154,688$4,110,469
2022$2,825,978-▲ $64,395$28,510$2,861,863
2021$2,970,627-▼ $117,192$27,457$2,825,978
2020$2,854,249-▲ $141,736$25,358$2,970,627
2019$2,853,210-▲ $25,970$24,931$2,854,249
Compensation and Service Providers
Top Officer Pay83rd percentile

Board Members and Trustees

NameTitle
Christine N ThomasChair
John G DaneVice Chair
Dianne ThompsonBoard Member
Ellen GortlerBoard Member
J Kevin MuldowneyBoard Member
Jeffrey M GillBoard Member
John PuccinelliBoard Member
John TuckerBoard Member
Kathleen MortensenBoard Member
Lloyd C DunnuvantBoard Member
Louise HartzBoard Member
Mallory McCuneBoard Member
Samuel Patterson IIIBoard Member
Scott HorchlerBoard Member
Jason BrownSecretary
Courtney FriedleinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$515,309
Other Revenue
$0
Change in Net Assets
$263,669
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$225,263
Other Expenses$26,377
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$225,263--$225,263
Fees for Service Investment Mgmnt Fees-$26,165-$26,165
Other Expenses-$212-$212
Total Functional Expenses$225,263$26,377$0$251,640
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Commonwealth Catholic CharitiesRichmond, VA501(c)(3)To Support Program Activities of Commonwealth Catholic Charities.$225,263
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$1,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6 Classes of members or stockholders

“The bishop of the catholic diocese of richmond is the sole member of the organization.”

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“The supported organization, Commomwealth Catholic Charities, approves the appointment of board members.”

Form 990, Part VI, Line 7B Decisions requiring approval by members or stockholders

“The sole member has the right to approve amendments to the governing documents.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“An independent accounting firm prepared and reviewed the form 990. The form 990 was distributed to each board member for review and comment prior to filing with the irs.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Annually each board member is required to confirm in writing that they have reviewed the volunteer manual which includes, among other things, the conflict of interest policy, the code of ethics and the whistleblower policies of the organization. Additionally, the organization also conducts an annual board training meeting in january for newly elected board members, as well as, existing board members. Among other things, the organization's policies governing conflict of interest, the code of ethics and the whistleblower policies are reviewed. If there is a conflict of interest the party recuses themselves from discussion and vote.”

Form 990, Part VI, Line 19 Required documents available to the public

“Commonwealth catholic charities maintains a website that provides the opportunity for the public to request a corporate document including the form 990, the annual audit report, conflict of interest policy and governing documents. It is through this portal that the reports for commonwealth human services foundation would be made available by request.”

Filing and Contact Details

Filer

Filer Name
Commonwealth Human Services Foundation
EIN
52-2374004
Phone
8042855900
Address
1601 Rolling Hills Drive, Richmond, VA 23229-5011

Signing Officer

Name
Jason Brown
Title
Secretary
Phone
8042855900
Signed
2025-05-21
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Va
Voting Board Members
16
Independent Board Members
15
Employees
0
Volunteers
18

Preparer

Firm
Forvis Mazars LLP
Address
120 E Palmetto Park Road Suite 403, Boca Raton, FL 33432
Preparer
April Arnold
Phone
5612991820
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) FOOTNOTE

“THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTIONS 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE AND UNDER THE TAX STATUTES OF THE COMMONWEALTH OF VIRGINIA. IN ADDITION, THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2024 and 2023.”

Schedule D, Part V, Line 4 Intended uses of endowment funds

“The intended use of the endowment funds is to support the activities of commonwealth catholic charities.”

Raw XML AppendixShowing 400 of 602 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm14Samuel Patterson III
IRS990/Form990PartVIISectionAGrp/PersonNm15Scott Horchler
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IRS990/FSAuditedInd0true
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IRS990/GainOrLossGrp/SecuritiesAmt0316897
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt0225263
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0225263
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0225263
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01546824
IRS990/GrossReceiptsAmt01745236
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0198412
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0198412
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05265073
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05985410
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01229927
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0TO SUPPORT THE ACTIVITIES OF COMMONWEALTH CATHOLIC CHARITIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05476974
IRS990/NetAssetsOrFundBalancesEOYAmt06208954
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0316897
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0316897
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0468311
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01472414
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0743381
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt090843
IRS990/OtherAssetsTotalGrp/EOYAmt0174620
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Bank Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0212
IRS990/OtherExpensesGrp/TotalAmt0212
IRS990/OtherLiabilitiesGrp/BOYAmt01500
IRS990/OtherLiabilitiesGrp/EOYAmt01500
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Jason Brown
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0224496
IRS990/PYInvestmentIncomeAmt0254933
IRS990/PYOtherExpensesAmt027626
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02811
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0252122
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0254933
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0263669
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0540505877
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0225263
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COMMONWEALTH CATHOLIC CHARITIES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0225263
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.0
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02861863
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04110469
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01403294
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0154688
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02825978
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02861863
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt064395
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt028510
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02970627
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02825978
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-117192
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt027457
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02854249
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02970627
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0141736
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt025358
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02853210
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02854249
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt025970
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt024931
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Related Parties
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.6709
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTIONS 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE AND UNDER THE TAX STATUTES OF THE COMMONWEALTH OF VIRGINIA. IN ADDITION, THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2024 and 2023.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE ACTIVITIES OF COMMONWEALTH CATHOLIC CHARITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2 FIN 48 (ASC 740) FOOTNOTE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part V, Line 4 Intended uses of endowment funds
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.3291
IRS990ScheduleD/TotalLiabilityAmt01500
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0225263
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT PROGRAM ACTIVITIES OF COMMONWEALTH CATHOLIC CHARITIES.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMONWEALTH CATHOLIC CHARITIES
IRS990ScheduleI/RecipientTable/RecipientEIN0540505877
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01601 ROLLING HILLS DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0RICHMOND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0232295011
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS A SUPPORTING ORGANIZATION OF COMMONWEALTH CATHOLIC CHARITIES (CCC). ALL FUNDS DISBURSED TO CCC ARE USED TO FURTHER THE PROGRAM EFFORTS OF THE ORGANIZATION. THE GRANTS TO CCC ARE MONITORED THROUGH THE SUPPORTED ORGANIZATION RELATIONSHIP AND OVERLAP IN MANAGEMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,210,454
Liabilities
$1,500
Net assets
$6,208,954
Revenue
$515,309
Expenses
$251,640
Net income
$263,669
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.52$0.25$0.26
2023Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.25$0.25$0.00
2022Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.35$0.25$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.13$0.01$6.12$0.51$0.23$0.28
2020Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.23$0.22$0.00
2019Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.71$0.33$0.38
2018Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.43$0.21$0.22
2017Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.51$0.20$0.32
2016Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.21$0.22$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.14$0.01$4.13$0.25$0.17$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.36$0.01$4.35$0.33$0.15$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.19$0.01$4.19$0.14
2012Summary only. Only limited summary data is available for this year.$3.80$0.01$3.79$0.11$0.13$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.88$0.01$3.87$0.01
Peer Organizations

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