Liabilities / Assets
43rd percentile
Higher debt load relative to assets than 43% of similar nonprofits.
990 • Fiscal year 2016 • EIN 83-0400149
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
43rd percentile
Higher debt load relative to assets than 43% of similar nonprofits.
Liabilities / Revenue
92nd percentile
Higher debt load relative to revenue than 92% of similar nonprofits.
Net Margin
6th percentile
Higher net margin than 6% of similar nonprofits.
Top Officer Pay
52nd percentile
Higher top officer pay than 52% of similar nonprofits.
Top officer pay equals 11.2% of source-year revenue.
Asset Growth
59th percentile
Faster asset growth than 59% of similar nonprofits.
Revenue Growth
10th percentile
Faster revenue growth than 10% of similar nonprofits.
Assets
Up$44,641,284
Up $1,926,505 (+4.5%) from 2015
Net Assets
Up$35,691,821
Up $1,555,371 (+4.6%) from 2015
Liabilities
Up$8,949,463
Up $371,134 (+4.3%) from 2015
Revenue
Down$2,276,901
Down $1,016,395 (-31%) from 2015
Expenses
Up$3,386,466
Up $977,037 (+41%) from 2015
Net Income
Down-$1,109,565
Down $1,993,432 (-226%) from 2015
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $34,069,713 | $36,919,124 | ▲ $2,849,411 |
| Investments Other Securities | $6,057,998 | $6,185,673 | ▲ $127,675 |
| Pledges and Grants Receivable | $1,630,029 | $1,047,035 | ▼ $582,994 |
| Savings and Temporary Cash Investments | $507,606 | $240,774 | ▼ $266,832 |
| Other Notes and Loans Receivable, Net | $379,520 | $181,831 | ▼ $197,689 |
| Land, Buildings, and Equipment, Net | $11,367 | $0 | ▼ $11,367 |
| Prepaid Expenses and Deferred Charges | $590 | $1,640 | ▲ $1,050 |
| Total Assets | $42,714,779 | $44,641,284 | ▲ $1,926,505 |
| Other Assets Total | $57,956 | $65,207 | ▲ $7,251 |
| Liabilities | |||
| Other Liabilities | $8,475,730 | $8,873,421 | ▲ $397,691 |
| Accounts Payable and Accrued Expenses | $102,599 | $75,793 | ▼ $26,806 |
| Grants Payable | - | $249 | - |
| Total Liabilities | $8,578,329 | $8,949,463 | ▲ $371,134 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $25,905,032 | $26,625,558 | ▲ $720,526 |
| Permanently Rstr Net Assets | $8,107,121 | $8,747,732 | ▲ $640,611 |
| Temporarily Rstr Net Assets | $124,297 | $318,531 | ▲ $194,234 |
| Total Net Assets Fund Balance | $34,136,450 | $35,691,821 | ▲ $1,555,371 |
| Total Liabilities and Net Assets / Fund Balance | $42,714,779 | $44,641,284 | ▲ $1,926,505 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $0 | $102,292 | - |
| Other Securities | $6,185,673 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2016 | $22,851,767 | $1,129,847 | ▲ $1,743,661 | - | $24,754,935 |
| 2015 | $24,606,714 | $615,292 | ▼ $1,753,018 | - | $22,851,767 |
| 2014 | $25,254,805 | $31,655 | ▲ $22,690 | - | $24,606,714 |
| 2013 | $23,032,978 | $121,193 | ▲ $2,930,560 | - | $25,254,805 |
| 2012 | $21,029,662 | $726,833 | ▲ $2,072,814 | - | $23,032,978 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Mary Quilici Aumack | Executive Director | FT | $220,012 | $34,411 | $254,423 |
| Name | Title |
|---|---|
| Ronald G Pelzel | President |
| Bertha Minnihan | Board Member |
| Doug Hansen | board member |
| Felipe Luna | Board Member |
| Jerome Bellotti | board member |
| Jim Cashman | board member |
| John Sobrato | board member |
| Kathleen Muller | board member |
| Mike Schall | Board member |
| Philip J Anthony | Board Member |
| Raymond J Triplett | board member |
| Tom Crotty | Board Member |
| Charmaine Warmenhoven | secretary |
| Patrick Waite | Treasurer |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 9 | $921,799 | Fair market value |
| Total Noncash Contributions | 9 | $921,799 | - |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $2,389,142 |
| Salaries, Compensation, and Employee Benefits | $607,465 |
| Other Expenses | $389,859 |
| Total Fundraising Expense | $373,855 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $2,389,142 | - | - | $2,389,142 |
| Other Salaries and Wages | $40,609 | $104,041 | $149,219 | $293,869 |
| Current Officers, Directors, Trustees, and Key Employees | $30,713 | $78,688 | $112,856 | $222,257 |
| Fees for Service Investment Mgmnt Fees | $163,277 | $61 | - | $163,338 |
| Other Employee Benefits | $5,397 | $18,039 | $18,643 | $42,079 |
| Payroll Taxes | $5,006 | $12,826 | $18,395 | $36,227 |
| Fees for Services Accounting | - | $34,375 | - | $34,375 |
| Occupancy | $4,257 | $14,662 | $9,460 | $28,379 |
| Fees for Services Other | $2,350 | $8,093 | $5,221 | $15,664 |
| Conferences and Meetings | - | - | $13,219 | $13,219 |
| Pension Plan Contributions | $1,801 | $4,614 | $6,618 | $13,033 |
| Depreciation Depletion | $1,705 | $5,873 | $3,789 | $11,367 |
| Insurance | $1,590 | $5,066 | $4,212 | $10,868 |
| Travel | - | $7,091 | - | $7,091 |
| Other Expenses | $786 | $3,133 | $1,919 | $5,838 |
| All Other Expenses | - | $4,596 | - | $4,596 |
| Total Functional Expenses | $2,651,194 | $361,417 | $373,855 | $3,386,466 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $3,386,465 |
| Expenses per Audited Statements | $3,209,909 |
| Total Expenses per Audited Statements | $3,209,909 |
| Expenses Not Reported on Financial Statements | $176,556 |
| Other Expense Adjustments | $13,218 |
| Expenses Not Reported on Form 990 | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Diocese of San Jose | San Jose, CA | 501(c)(3) | General Financial Support | $2,207,298 |
| Catholic Charities | SaN JOSE, CA | 501(c)(3) | General Financial Support | $54,886 |
| Covenant House California | Hollywood, CA | 501(c)(3) | General Financial Support | $25,000 |
| California Province of the Society of Jesus | Los Gatos, CA | 501(c)(3) | General Financial Support | $15,000 |
| Retirement Fund for Religous | Washington, DC | 501(c)(3) | General Financial Support | $15,000 |
| University of Dayton | Dayton, OH | 501(c)(3) | General Financial Support | $15,000 |
| Harvey Mudd College | Claremont, CA | 501(c)(3) | General Financial Support | $10,000 |
| Notre Dame High School | San JOSE, CA | 501(c)(3) | General Financial Support | $9,809 |
| Santa Clara University | Santa Clara, CA | 501(c)(3) | General Financial Support | $7,500 |
| Pregnancy Help Center of San Gabriel Valley Inc | Temple City, CA | 501(c)(3) | General Financial Support | $7,000 |
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | INVESTMENTs IN Hedge Funds | N/a | 0 | 0 | - |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Beneficial Endowment | $8,705,391 |
| Agency Funds | $93,467 |
| Beneficial interest payable | $74,563 |
“The Bishop of the Diocese of San Jose can appoint up to one board member less than a majority.”
“Committees make verbal and written reports to the full board. Minutes are recorded for all board meetings.”
“The Form 990 is reviewed and approved by the audit committee before presentation to the board.”
“Employees sign to confirm receipt and acceptance of the employee manual. The Board members sign a conflict of interest annual disclosure form.”
“The board researched similar organizations in the area to determine reasonable salaries in addition to the utilization of salary surveys.”
“The organization publishes their financial statements along with key policies on their website.”
“The Foundation files income tax returns in the U.S. Federal jurisdiction and the state of California. The Foundation's Federal income tax returns for tax years 2013 and subsequent years remain subject to examination by the Internal Revenue Service. The Foundation's California income tax returns of the tax years 2012 and subsequent years remain subject to examination by the Franchise Tax Board.”
“Meeting expense -13,218.”
“Meeting expense 13,218.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 102599 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 75793 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | DEVELOPS, ACQUIRES AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY OF THE COUNTY. |
| IRS990/AllOtherContributionsAmt | 0 | 1960764 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 4596 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 4596 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | The Organization |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4089955219 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 777 North First Street No 490 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | San Jose |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95112 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 112856 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 78688 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 30713 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 222257 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 13219 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 13219 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 1960764 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 2389142 |
| IRS990/CYInvestmentIncomeAmt | 0 | 314231 |
| IRS990/CYOtherExpensesAmt | 0 | 389859 |
| IRS990/CYOtherRevenueAmt | 0 | 1906 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -1109565 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 607465 |
| IRS990/CYTotalExpensesAmt | 0 | 3386466 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 373855 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2276901 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | 0 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 3789 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 5873 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 1705 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 11367 |
| IRS990/Desc | 0 | For the Support of New Parish Acquisition |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DistributionToDonorInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 8 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 1237088 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 34375 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 34375 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 5221 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 8093 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 2350 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 15664 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 61 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 163277 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 163338 |
| IRS990/ForeignActivitiesInd | 0 | 1 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 18715 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | RONALD G PELZEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Patrick Waite |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Jerome Bellotti |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Kathleen Muller |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JOHN SOBRATO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Jim Cashman |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | CHARMAINE WARMENHOVEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | TOM CROTTY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Felipe Luna |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Philip J Anthony |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Bertha Minnihan |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | DOUG HANSEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | RAYMOND J TRIPLETT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Mike Schall |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | MARY QUILICI AUMACK |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 235708 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Board member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | EXECUTIVE DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2004 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -283334 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 13 |
| IRS990/GrantAmt | 0 | 1185000 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 249 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 2389142 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 2389142 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 11944426 |
| IRS990/GrossReceiptsAmt | 0 | 14504661 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 13 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/FundraisingAmt | 0 | 4212 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 5066 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 1590 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 10868 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 597565 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 597565 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 6057998 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 6185673 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 34069713 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 36919124 |
| IRS990/IRPDocumentCnt | 0 | 5 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 102292 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 11367 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 102292 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 12227760 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | Develops, acquires, and distributes funds that provide support to parish, educational, religious, charitable and other organizations comprising the Catholic community of the county. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 34136450 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 35691821 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | -283334 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -283334 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 2155 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 2664935 |
| IRS990/NoncashContributionsAmt | 0 | 921799 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 9460 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 14662 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 4257 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 28379 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 57956 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 65207 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 18643 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 18039 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 5397 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 42079 |
| IRS990/OtherExpensesGrp/Desc | 0 | TELECOMMUNICATION |
| IRS990/OtherExpensesGrp/Desc | 1 | PRINTING AND REPRODUCTI |
| IRS990/OtherExpensesGrp/Desc | 2 | FINANCIAL AND ADMINISTR |
| IRS990/OtherExpensesGrp/Desc | 3 | OFFICE SUPPLIES |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 7575 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 22050 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 679 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 3 | 1919 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 37236 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 7723 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 15300 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | 3133 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 828 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 3456 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 277 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 786 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 45639 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 33229 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 16256 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 5838 |
| IRS990/OtherInd | 0 | X |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 8475730 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 8873421 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER MISCELLANEOUS REVENUE |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1906 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 1906 |
| IRS990/OtherRevenueTotalAmt | 0 | 1906 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 149219 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 104041 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 40609 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 293869 |
| IRS990/OthNotesLoansReceivableNetGrp/BOYAmt | 0 | 379520 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 181831 |
| IRS990/OwnWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 18395 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 12826 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 5006 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 36227 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 6618 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 4614 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 1801 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 13033 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 8107121 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 8747732 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 1630029 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 1047035 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 590 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 1640 |
| IRS990/PrincipalOfficerNm | 0 | Ronald G Pelzel |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | For the Support of Diocesan Program & Departments of the Diocese of San Jose |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 833860 |
| IRS990/ProgSrvcAccomActy2Grp/GrantAmt | 0 | 700900 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | Support of Catholic Ministries in Santa Clara County, California |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 319403 |
| IRS990/ProgSrvcAccomActy3Grp/GrantAmt | 0 | 266793 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | Support of Donor advised funds for the benefit of designated Charitable Organization |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 1 | Others |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 0 | 260800 |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 1 | 43 |
| IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt | 0 | 236436 |
| IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt | 1 | 13 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 2830448 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 1380007 |
| IRS990/PYInvestmentIncomeAmt | 0 | 490071 |
| IRS990/PYOtherExpensesAmt | 0 | 417627 |
| IRS990/PYOtherRevenueAmt | 0 | -27223 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 883867 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 611795 |
| IRS990/PYTotalExpensesAmt | 0 | 2409429 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 3293296 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -1109565 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 507606 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 240774 |
| IRS990ScheduleA/CommunityTrustInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 1960764 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2424245 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2814517 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1452702 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 602070 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 9254298 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 597565 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 535895 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 694299 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 931466 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 948697 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 3707922 |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.71390 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.68370 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 9254298 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 1960764 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2424245 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2814517 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1452702 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 602070 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 9254298 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 12962220 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.67210 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 22851767 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 1129847 |
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Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.