Civic Intelligence

The Catholic Community Foundation of Santa Clara County

990 • Fiscal year 2017 • EIN 83-0400149

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 26, 2018

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

39th percentile

0.18x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

1.46x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$276,071

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

88th percentile

23%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

205%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Flat

$54,905,880

Flat from 2017

Net Assets

Flat

$44,789,653

Flat from 2017

Liabilities

Flat

$10,116,227

Flat from 2017

Revenue

Flat

$6,933,232

Flat from 2017

Expenses

Flat

$2,654,763

Flat from 2017

Net Income

Flat

$4,278,469

Flat from 2017

Historical Trend

Balance Sheet Trend

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 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

2017

Assets$54,905,880
Liabilities$10,116,227
Net Assets$44,789,653

Operations Trend

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 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

2017

Revenue$6,933,232
Expenses$2,654,763
Net Income$4,278,469
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 26, 2018
Return Version
2017v2.3
Gross Receipts
$26,657,471
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$36,919,124$47,855,856▲ $10,936,732
Investments Other Securities$6,185,673$6,376,925▲ $191,252
Pledges and Grants Receivable$1,047,035$547,030▼ $500,005
Other Notes and Loans Receivable, Net$181,831--
Savings and Temporary Cash Investments$240,774$92,433▼ $148,341
Prepaid Expenses and Deferred Charges$1,640$16,149▲ $14,509
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$44,641,284$54,905,880▲ $10,264,596
Other Assets Total$65,207$17,487▼ $47,720
Liabilities
Other Liabilities$8,873,421$10,014,997▲ $1,141,576
Accounts Payable and Accrued Expenses$75,793$101,230▲ $25,437
Grants Payable$249--
Total Liabilities$8,949,463$10,116,227▲ $1,166,764
Net Assets / Fund Balance
Unrestricted Net Assets$26,625,558$31,446,906▲ $4,821,348
Permanently Rstr Net Assets$8,747,732$11,756,297▲ $3,008,565
Temporarily Rstr Net Assets$318,531$1,586,450▲ $1,267,919
Total Net Assets Fund Balance$35,691,821$44,789,653▲ $9,097,832
Total Liabilities and Net Assets / Fund Balance$44,641,284$54,905,880▲ $10,264,596

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$102,292-
Other Securities$6,376,925--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$24,754,935$3,464,607▲ $4,047,916-$31,184,611
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Quilici AumackExecutive DirectorFT$239,997$36,074$276,071

Board Members and Trustees

NameTitle
Ronald G PelzelPresident
Bertha MinnihanBoard Member
Cs ParkBoard Member
Doug HansenBoard Member
Jerome BellottiBoard Member
Jim CashmanBoard Member
John SobratoBoard Member
Kathleen MullerBoard Member
Philip J AnthonyBoard Member
Raymond J TriplettBoard Member
Tom CrottyBoard Member
Charmaine WarmenhovenSecretary
Patrick WaiteTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,680,359
Program Service Revenue
$0
Investment Income
$1,243,653
Other Revenue
$9,220
All Other Contributions
$5,680,359
Change in Net Assets
$4,278,469

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 Traded24$3,614,158Fair Market Value
Total Noncash Contributions24$3,614,158-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,764,438
Revenue Not Reported on Financial Statements
$168,794
Revenue Not Reported on Form 990
$4,819,363
Total Revenue per Audited Statements
$11,583,801
Total Revenue per Form 990
$6,933,232
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,615,547
Salaries, Compensation, and Employee Benefits$607,695
Other Expenses$431,521
Total Fundraising Expense$399,945
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,615,547--$1,615,547
Current Officers, Directors, Trustees, and Key Employees$15,000$74,998$209,997$299,995
Other Salaries and Wages$60,420$109,121$55,643$225,184
Fees for Service Investment Mgmnt Fees$168,707$87-$168,794
Fees for Services Accounting-$35,800-$35,800
Other Employee Benefits$4,821$14,142$16,493$35,456
Payroll Taxes$4,787$11,686$16,860$33,333
Occupancy$4,309$14,362$10,053$28,724
Pension Plan Contributions$1,971$4,813$6,943$13,727
Fees for Services Other$1,999$6,662$4,664$13,325
Insurance$1,518$4,705$4,011$10,234
All Other Expenses-$8,974-$8,974
Conferences and Meetings--$8,329$8,329
Other Expenses$878$4,232$2,053$7,163
Travel-$5,258-$5,258
Fees for Services Legal-$277-$277
Total Functional Expenses$1,885,629$369,189$399,945$2,654,763

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,654,763
Expenses per Audited Statements$2,485,969
Total Expenses per Audited Statements$2,485,969
Expenses Not Reported on Financial Statements$168,794
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$1,143,752
Catholic CharitiesSan Jose, CA501(c)(3)General Financial Support$152,552
Covenant House CaliforniaHollywood, CA501(c)(3)General Financial Support$25,000
Project Orbis International IncNew York, NY501(c)(3)General Financial Support$25,000
Presentation CenterLos Gatos, CA501(c)(3)General Financial Support$20,000
Retirement Fund for ReligousWashington, DC501(c)(3)General Financial Support$16,000
Santa Clara UniversitySanta Clara, CA501(c)(3)General Financial Support$14,037
University of DaytonDayton, OH501(c)(3)General Financial Support$12,000
Cristo Rey San Jose High SchoolSan Jose, CA501(c)(3)General Financial Support$10,787
AlearnSanta Clara, CA501(c)(3)General Financial Support$10,000
American Leadership Forum - Silicon ValleySan Jose, CA501(c)(3)General Financial Support$10,000
Golden Heart FundSanta Clara, CA501(c)(3)General Financial Support$10,000
Harvey Mudd CollegeClaremont, CA501(c)(3)General Financial Support$10,000
Jesuits WestLos Gatos, CA501(c)(3)General Financial Support$10,000
Sacred Heart Nativity SchoolSan Jose, CA501(c)(3)General Financial Support$9,387
Peninsula Bridge ProgramMenlo Park, CA501(c)(3)General Financial Support$9,000
Notre Dame High SchoolSan Jose, CA501(c)(3)General Financial Support$8,002

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
Yes
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Investments in Hedge FundsN/a---
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Beneficial Endowment$9,877,085
Agency Funds$108,672
Beneficial Interest Payable$29,240
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 11B

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
Jim Cashman
Title
Secretary
Phone
4089955219
Signed
2018-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Quilici Aumack
Formed
2004
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
7
Volunteers
14

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 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 2014 and subsequent years remain subject to examination by the internal revenue service. The foundation's california income tax returns of the tax years 2013 and subsequent years remain subject to examination by the franchise tax board.

Raw XML AppendixShowing 400 of 767 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt075793
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0101230
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0DEVELOPS, ACQUIRES AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY OF THE COUNTY.
IRS990/AllOtherContributionsAmt05680359
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt08974
IRS990/AllOtherExpensesGrp/TotalAmt08974
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04089955219
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0777 NORTH FIRST STREET NO 490
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN JOSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095112
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0209997
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt074998
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt015000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0299995
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt08329
IRS990/ConferencesMeetingsGrp/TotalAmt08329
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05680359
IRS990/CYGrantsAndSimilarPaidAmt01615547
IRS990/CYInvestmentIncomeAmt01243653
IRS990/CYOtherExpensesAmt0431521
IRS990/CYOtherRevenueAmt09220
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt04278469
IRS990/CYSalariesCompEmpBnftPaidAmt0607695
IRS990/CYTotalExpensesAmt02654763
IRS990/CYTotalFundraisingExpenseAmt0399945
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06933232
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FOR THE SUPPORT OF DONOR ADVISED FUNDS AND GRANTING TO CHARITABLE ORGANIZATION
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0576002
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt035800
IRS990/FeesForServicesAccountingGrp/TotalAmt035800
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0277
IRS990/FeesForServicesLegalGrp/TotalAmt0277
IRS990/FeesForServicesOtherGrp/FundraisingAmt04664
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt06662
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01999
IRS990/FeesForServicesOtherGrp/TotalAmt013325
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt087
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0168707
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0168794
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1319299
IRS990/Form990PartVIISectionAGrp/PersonNm0RONALD G PELZEL
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK WAITE
IRS990/Form990PartVIISectionAGrp/PersonNm2JEROME BELLOTTI
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHLEEN MULLER
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN SOBRATO
IRS990/Form990PartVIISectionAGrp/PersonNm5JIM CASHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6CHARMAINE WARMENHOVEN
IRS990/Form990PartVIISectionAGrp/PersonNm7TOM CROTTY
IRS990/Form990PartVIISectionAGrp/PersonNm8PHILIP J ANTHONY
IRS990/Form990PartVIISectionAGrp/PersonNm9BERTHA MINNIHAN
IRS990/Form990PartVIISectionAGrp/PersonNm10DOUG HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm11RAYMOND J TRIPLETT
IRS990/Form990PartVIISectionAGrp/PersonNm12CS PARK
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY QUILICI AUMACK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13256772
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0628072
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0493500
IRS990/GrantsPayableGrp/BOYAmt0249
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01615547
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01615547
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt020352311
IRS990/GrossReceiptsAmt026657471
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt04011
IRS990/InsuranceGrp/ManagementAndGeneralAmt04705
IRS990/InsuranceGrp/ProgramServicesAmt01518
IRS990/InsuranceGrp/TotalAmt010234
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0615581
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0615581
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06185673
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06376925
IRS990/InvestmentsPubTradedSecGrp/BOYAmt036919124
IRS990/InvestmentsPubTradedSecGrp/EOYAmt047855856
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0102292
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt0102292
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt019724239
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DEVELOPS, ACQUIRES, AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY OF THE COUNTY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt035691821
IRS990/NetAssetsOrFundBalancesEOYAmt044789653
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0628072
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0628072
IRS990/NetUnrelatedBusTxblIncmAmt015893
IRS990/NetUnrlzdGainsLossesInvstAmt04819363
IRS990/NoncashContributionsAmt03614158
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt010053
IRS990/OccupancyGrp/ManagementAndGeneralAmt014362
IRS990/OccupancyGrp/ProgramServicesAmt04309
IRS990/OccupancyGrp/TotalAmt028724
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt065207
IRS990/OtherAssetsTotalGrp/EOYAmt017487
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt016493
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014142
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04821
IRS990/OtherEmployeeBenefitsGrp/TotalAmt035456
IRS990/OtherExpensesGrp/Desc0TELECOMMUNICATION
IRS990/OtherExpensesGrp/Desc1FINANCIAL AND ADMINISTR
IRS990/OtherExpensesGrp/Desc2PRINTING AND REPRODUCTI
IRS990/OtherExpensesGrp/Desc3OFFICE SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt025626
IRS990/OtherExpensesGrp/FundraisingAmt1962
IRS990/OtherExpensesGrp/FundraisingAmt238311
IRS990/OtherExpensesGrp/FundraisingAmt32053
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt026063
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt146361
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21648
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34232
IRS990/OtherExpensesGrp/ProgramServicesAmt04341
IRS990/OtherExpensesGrp/ProgramServicesAmt1273
IRS990/OtherExpensesGrp/ProgramServicesAmt21058
IRS990/OtherExpensesGrp/ProgramServicesAmt3878
IRS990/OtherExpensesGrp/TotalAmt056030
IRS990/OtherExpensesGrp/TotalAmt147596
IRS990/OtherExpensesGrp/TotalAmt241017
IRS990/OtherExpensesGrp/TotalAmt37163
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt08873421
IRS990/OtherLiabilitiesGrp/EOYAmt010014997
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09220
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09220
IRS990/OtherRevenueTotalAmt09220
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt055643
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0109121
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt060420
IRS990/OtherSalariesAndWagesGrp/TotalAmt0225184
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0181831
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt016860
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt011686
IRS990/PayrollTaxesGrp/ProgramServicesAmt04787
IRS990/PayrollTaxesGrp/TotalAmt033333
IRS990/PensionPlanContributionsGrp/FundraisingAmt06943
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04813
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01971
IRS990/PensionPlanContributionsGrp/TotalAmt013727
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt08747732
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt011756297
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01047035
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0547030
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01640
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016149
IRS990/PrincipalOfficerNm0MARY QUILICI AUMACK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0FOR THE SUPPORT OF DIOCESAN PROGRAM & DEPARTMENTS OF THE DIOCESE OF SAN JOSE
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0788545
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0675600
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORT OF CATHOLIC PARISHES AND MINISTRIES IN SANTA CLARA COUNTY, CALIFORNIA
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0470894
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0403447
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHERS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt050188
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt043000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01960764
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02389142
IRS990/PYInvestmentIncomeAmt0314231
IRS990/PYOtherExpensesAmt0389859
IRS990/PYOtherRevenueAmt01906
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1109565
IRS990/PYSalariesCompEmpBnftPaidAmt0607465
IRS990/PYTotalExpensesAmt03386466
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02276901
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04278469
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0240774
IRS990/SavingsAndTempCashInvstGrp/EOYAmt092433
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05680359
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01960764
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02424245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02814517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01452702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014332587
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0615581
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0597565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0535895
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0694299
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0931466
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03374806
IRS990ScheduleA/PublicSupportCY170Pct00.80940
IRS990ScheduleA/PublicSupportPY170Pct00.71390
IRS990ScheduleA/PublicSupportTotal170Amt014332587
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05680359
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01960764
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02424245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02814517
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01452702
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014332587
IRS990ScheduleA/TotalSupportAmt017707393
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.59470
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt024754935
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03464607
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt031184611
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01082847
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04047916
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt022851767
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01129847
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt024754935
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0970340
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01743661
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt024606714
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0615292
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt022851767
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0617221
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1753018
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt025254805
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt031655
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt024606714
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0933439
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt022690
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt023032978
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0121193
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt025254805

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017Detailed filing. Detailed filing data is available for this year.$54.9$10.1$44.8$6.93$2.65$4.28
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