Civic Intelligence

The Catholic Community Foundation of Santa Clara County

990 • Fiscal year 2015 • EIN 83-0400149

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 26, 2016

Organization ProfileWWW.CFOSCC.ORG

View Organization Page

777 North First Street No 490San Jose, CA 95112

(408) 995-5219

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.20x

Higher debt load relative to assets than 42% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

89th percentile

2.60x

Higher debt load relative to revenue than 89% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

46th percentile

$227,799

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

19th percentile

-4.3%

Faster asset growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

9th percentile

-26%

Faster revenue growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$42,714,779

Down $1,935,632 (-4.3%) from 2014

Net Assets

Down

$34,136,450

Down $1,422,614 (-4.0%) from 2014

Liabilities

Down

$8,578,329

Down $513,018 (-5.6%) from 2014

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin83rd percentile

Revenue

Down

$3,293,296

Down $1,143,957 (-26%) from 2014

Expenses

Up

$2,409,429

Up $321,294 (+15%) from 2014

Net Income

Down

$883,867

Down $1,465,251 (-62%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$200M$150M$100M$50M$0Assets 2011: $32,398,775Liabilities 2011: $2,295,141Net Assets 2011: $30,103,6342011Assets 2012: $31,736,378Liabilities 2012: $1,264,638Net Assets 2012: $30,471,7402012Assets 2013: $42,594,488Liabilities 2013: $8,468,001Net Assets 2013: $34,126,4872013Assets 2014: $44,650,411Liabilities 2014: $9,091,347Net Assets 2014: $35,559,0642014Assets 2015: $42,714,779Liabilities 2015: $8,578,329Net Assets 2015: $34,136,4502015Assets 2016: $44,641,284Liabilities 2016: $8,949,463Net Assets 2016: $35,691,8212016Assets 2017: $54,905,880Liabilities 2017: $10,116,227Net Assets 2017: $44,789,6532017Assets 2018: $52,905,106Liabilities 2018: $9,322,139Net Assets 2018: $43,582,9672018Assets 2019: $87,961,486Liabilities 2019: $29,695,709Net Assets 2019: $58,265,7772019Assets 2020: $127,024,002Liabilities 2020: $32,924,312Net Assets 2020: $94,099,6902020Assets 2021: $151,557,808Liabilities 2021: $38,375,732Net Assets 2021: $113,182,0762021Assets 2022: $131,022,050Liabilities 2022: $31,880,026Net Assets 2022: $99,142,0242022Assets 2023: $154,485,161Liabilities 2023: $41,940,696Net Assets 2023: $112,544,4652023Assets 2024: $159,487,731Liabilities 2024: $47,023,234Net Assets 2024: $112,464,4972024

Highlighted filing

2015

Assets$42,714,779
Liabilities$8,578,329
Net Assets$34,136,450
Open 2015 Filing

Operations Trend

Revenue Growth9th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $2,513,323Expenses 2011: $5,914,329Net Income 2011: -$3,401,0062011Revenue 2012: $1,548,816Expenses 2012: $3,062,080Net Income 2012: -$1,513,2642012Revenue 2013: $2,325,460Expenses 2013: $1,867,211Net Income 2013: $458,2492013Revenue 2014: $4,437,253Expenses 2014: $2,088,135Net Income 2014: $2,349,1182014Revenue 2015: $3,293,296Expenses 2015: $2,409,429Net Income 2015: $883,8672015Revenue 2016: $2,276,901Expenses 2016: $3,386,466Net Income 2016: -$1,109,5652016Revenue 2017: $6,933,232Expenses 2017: $2,654,763Net Income 2017: $4,278,4692017Revenue 2018: $7,501,749Expenses 2018: $3,237,834Net Income 2018: $4,263,9152018Revenue 2019: $11,776,808Expenses 2019: $3,538,250Net Income 2019: $8,238,5582019Revenue 2020: $44,480,870Expenses 2020: $5,190,779Net Income 2020: $39,290,0912020Revenue 2021: $21,591,960Expenses 2021: $5,907,790Net Income 2021: $15,684,1702021Revenue 2022: $6,107,291Expenses 2022: $8,631,004Net Income 2022: -$2,523,7132022Revenue 2023: $14,246,626Expenses 2023: $11,824,547Net Income 2023: $2,422,0792023Revenue 2024: $10,577,607Expenses 2024: $14,230,143Net Income 2024: -$3,652,5362024

Highlighted filing

2015

Revenue$3,293,296
Expenses$2,409,429
Net Income$883,867
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 26, 2016
Return Version
2015v2.1
Gross Receipts
$15,083,938
Mission and Program Overview

Mission

Develops, acquires, and distributes funds that provide support to parish, educational, religious, charitable and other organizations comprising the Catholic community of the county.

Develops, acquires and distributes funds that provide support to parish, educational, religious, charitable and other organizations comprising the catholic community of the county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$31,121,925$34,069,713▲ $2,947,788
Investments Other Securities$11,378,082$6,057,998▼ $5,320,084
Pledges and Grants Receivable$695,918$1,630,029▲ $934,111
Savings and Temporary Cash Investments$759,137$507,606▼ $251,531
Other Notes and Loans Receivable, Net$571,373$379,520▼ $191,853
Land, Buildings, and Equipment, Net$23,939$11,367▼ $12,572
Prepaid Expenses and Deferred Charges$43,665$590▼ $43,075
Total Assets$44,650,411$42,714,779▼ $1,935,632
Other Assets Total$56,372$57,956▲ $1,584
Liabilities
Other Liabilities$9,006,717$8,475,730▼ $530,987
Accounts Payable and Accrued Expenses$84,630$102,599▲ $17,969
Total Liabilities$9,091,347$8,578,329▼ $513,018
Net Assets / Fund Balance
Unrestricted Net Assets$28,243,974$25,905,032▼ $2,338,942
Permanently Rstr Net Assets$6,494,611$8,107,121▲ $1,612,510
Temporarily Rstr Net Assets$820,479$124,297▼ $696,182
Total Net Assets Fund Balance$35,559,064$34,136,450▼ $1,422,614
Total Liabilities and Net Assets / Fund Balance$44,650,411$42,714,779▼ $1,935,632

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,367$90,925-
Other Securities$6,057,998--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$24,606,714$615,292▼ $1,753,018$617,221$22,851,767
2014$25,254,805$31,655▲ $22,690$933,439$24,606,714
2013$23,032,978$121,193▲ $2,930,560$829,926$25,254,805
2012$21,029,662$726,833▲ $2,072,814$796,331$23,032,978
2011$21,006,287$770,494▲ $17,605$764,725$21,029,661
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Quilici AumackExecutive DirectorFT$199,992$27,807$227,799

Board Members and Trustees

NameTitle
Ronald G PelzelPresident
Bertha MinnihanBoard Member
Charmaine WarmenhovenBoard Member
Felipe LunaBoard Member
Gerry FerrariBoard member
Jerome Bellottiboard member
Jim Cashmanboard member
John Sobratoboard member
Kathleen Mullerboard member
Philip J AnthonyBoard Member
Tom CrottyBoard Member
Thomas HoganSecretary
Patrick WaiteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,830,448
Program Service Revenue
$0
Investment Income
$490,071
Other Revenue
$-27,223
All Other Contributions
$2,424,545
Change in Net Assets
$883,867

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded8$650,168Fair market value
Total Noncash Contributions8$650,168-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,105,413
Revenue Not Reported on Financial Statements
$187,883
Revenue Not Reported on Form 990
$-2,306,481
Total Revenue per Audited Statements
$798,932
Total Revenue per Form 990
$3,293,296
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,380,007
Salaries, Compensation, and Employee Benefits$611,795
Other Expenses$417,627
Total Fundraising Expense$344,511
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,380,007--$1,380,007
Other Salaries and Wages$48,766$110,046$127,918$286,730
Current Officers, Directors, Trustees, and Key Employees$35,889$83,742$119,631$239,262
Fees for Service Investment Mgmnt Fees$28,182$159,701-$187,883
Other Employee Benefits$7,865$22,424$22,382$52,671
Fees for Services Accounting-$33,725-$33,725
Payroll Taxes$5,341$12,092$15,699$33,132
Occupancy$4,351$14,989$9,669$29,009
Fees for Services Other$2,252$7,756$5,004$15,012
Depreciation Depletion$1,886$6,495$4,191$12,572
Insurance$1,499$4,663$3,634$9,796
Travel-$9,246-$9,246
Other Expenses$574$8,543$606$9,117
All Other Expenses$871$3,086$1,935$5,892
Fees for Services Legal-$804-$804
Total Functional Expenses$1,521,545$543,373$344,511$2,409,429

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,409,429
Expenses per Audited Statements$2,221,546
Total Expenses per Audited Statements$2,221,546
Expenses Not Reported on Financial Statements$187,883
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Diocese of San JoseSan Jose, CA501(c)(3)General Financial Support$1,129,570
Catholic CharitiesSaN JOSE, CA501(c)(3)General Financial Support$133,125
American Slovenian Education FoundationStanford, CA501(c)(3)General Financial Support$55,779
Hope ServicesSan JOSE, CA501(c)(3)General Financial Support$10,000
Cristo Rey San Jose High SchoolSan JOSE, CA501(c)(3)General Financial Support$5,000
Momentum for Mental HealthsAN JOSE, CA501(c)(3)General Financial Support$5,000
People Acting in Community TogetherSan JOSE, CA501(c)(3)General Financial Support$5,000
Presentation HIgh SchoolSan JOSE, CA501(c)(3)General Financial Support$5,000

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,INVESTMENTs IN Hedge FundsTo Achieve Consistent Positive Returns With Reduced Risk---
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$98,419
Fundraising Gross Income$64,350
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$470,253$64,350$31,931$32,419
Total Events$470,253$64,350$98,419$-34,069
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Beneficial Endowment$8,269,166
Beneficial interest payable$120,159
Agency Funds$86,405
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 7A

“The Bishop of the Diocese of San Jose can appoint up to one board member less than a majority.”

Form 990, Part VI, Section A, line 8B

“Committees make verbal and written reports to the full board. Minutes are recorded for all board meetings.”

Form 990, Part VI, Section B, line 11

“The Form 990 is reviewed and approved by the audit committee before presentation to the board.”

Form 990, Part VI, Section B, line 12C

“Employees sign to confirm receipt and acceptance of the employee manual. The Board members sign a conflict of interest annual disclosure form.”

Form 990, Part VI, Section B, line 15A

“The board researched similar organizations in the area to determine reasonable salaries in addition to the utilization of salary surveys.”

Form 990, Part VI, Section C, line 19

“The organization publishes their financial statements along with key policies on their website.”

Filing and Contact Details

Filer

Filer Name
The Catholic Community Foundation of
EIN
83-0400149
Phone
4089955219
Address
777 North First Street No 490, San Jose, CA 95112

Signing Officer

Name
Ronald G Pelzel
Title
Board Chair
Phone
4089955219
Signed
2016-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ronald G Pelzel
Formed
2004
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
6
Volunteers
13

Preparer

Firm
Delucchi Hawn LLP
Address
333 W Santa Clara St Ste 750, San Jose, CA 95113-1716
Preparer
Peter J Malutta
Phone
4082862200
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The foundation has received various permanently restricted gifts that require the foundation to retain the corpus and spend the income in accordance with the foundation's spending policy. In addition, the foundation has funded board designated endowments that will follow the same policies.”

Raw XML AppendixShowing 400 of 708 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/PersonNm10RONALD G PELZEL
IRS990/Form990PartVIISectionAGrp/PersonNm11Thomas Hogan
IRS990/Form990PartVIISectionAGrp/PersonNm12Patrick Waite
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY QUILICI AUMACK
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IRS990/OtherExpensesGrp/FundraisingAmt124596
IRS990/OtherExpensesGrp/FundraisingAmt2606
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16618
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt226935
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt38543
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IRS990/OtherExpensesGrp/ProgramServicesAmt2273
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0379520
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IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt015699
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012092
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt043665
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0590
IRS990/PrincipalOfficerNm0Ronald G Pelzel
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0262502
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0238083
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt0126929
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IRS990/ProgSrvcAccomActyOtherGrp/Desc1Others
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt073945
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1143801
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IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt1130425
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,714,779
Liabilities
$8,578,329
Net assets
$34,136,450
Revenue
$3,293,296
Expenses
$2,409,429
Net income
$883,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$159$47.0$112$10.6$14.2$3.65
2023Summary only. Only limited summary data is available for this year.$154$41.9$113$14.2$11.8$2.42
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$131$31.9$99.1$6.11$8.63$2.52
2021Summary only. Only limited summary data is available for this year.$152$38.4$113$21.6$5.91$15.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$127$32.9$94.1$44.5$5.19$39.3
2019Summary only. Only limited summary data is available for this year.$88.0$29.7$58.3$11.8$3.54$8.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.9$9.32$43.6$7.50$3.24$4.26
2017Summary only. Only limited summary data is available for this year.$54.9$10.1$44.8$6.93$2.65$4.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.6$8.95$35.7$2.28$3.39$1.11
2015Detailed filing. Detailed filing data is available for this year.$42.7$8.58$34.1$3.29$2.41$0.88
2014Summary only. Only limited summary data is available for this year.$44.7$9.09$35.6$4.44$2.09$2.35
2013Detailed filing. Detailed filing data is available for this year.$42.6$8.47$34.1$2.33$1.87$0.46
2012Summary only. Only limited summary data is available for this year.$31.7$1.26$30.5$1.55$3.06$1.51
2011Summary only. Only limited summary data is available for this year.$32.4$2.30$30.1$2.51$5.91$3.40
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $25M-$50M nonprofits