2024-05-15T19:50:28-05:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 870744045 ANGELA MERICI AND JOHN HENRY NEWMAN FOUNDATION INC ANGE 7075466470 4320 OLD REDWOOD HIGHWAY SANTA ROSA CA 95403 DR LINDA NORMAN CNHS PRESIDENT 7075466470 2024-05-13 1 DR LINDA NORMAN 999009999 0 MATTHEW PETROSKI P00853132 9257902600 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR LINDA NORMAN 4320 OLD REDWOOD HIGHWAY SANTA ROSA CA 95403 1962915 0 X WWW.CARDINALNEWMAN.ORG X 2005 CA FINANCIALLY SUPPORT THE EDUCATIONAL ACTIVITIES OF CARDINAL NEWMAN HIGH SCHOOL (CNHS). 6 5 0 7 0 0 291069 1904970 0 0 27172 57945 0 0 318241 1962915 5368992 1442720 0 0 0 0 0 0 0 994713 16820 6363705 1459540 -6045464 503375 6752518 4123642 3339490 0 3413028 4123642 A CATHOLIC, COLLEGE PREPARATORY COMMUNITY, EDUCATING STUDENTS IN THE WHOLENESS OF BODY, MIND, AND SOUL, CONSISTENT WITH THE TEACHINGS OF THE CATHOLIC CHURCH, MANIFESTED BY FAITH, LEADERSHIP AND SERVICE. 0 0 1442720 1442720 GRANTS TO CARDINAL NEWMAN HIGH SCHOOL (CNHS) SUPPORT ITS EDUCATIONAL ACTIVITIES. CNHS IS A DIOCESAN SECONDARY SCHOOL OF THE ROMAN CATHOLIC DIOCESE OF SANTA ROSA, CALIFORNIA. CNHS PROVIDES COLLEGE PREPATORY EDUCATION TO 570 STUDENTS. CNHS'S MISSION IS TO EDUCATE STUDENTS IN THE WHOLENESS OF MIND, BODY AND SPIRIT THROUGH THE TEACHINGS OF JESUS CHRIST PROCLAIMED BY THE CATHOLIC CHURCH. CNHS STUDENTS LEARN TO APPLY LEADERSHIP SKILLS AND TALENTS IN SERVICE TO OTHERS AND CHALLENGES EACH STUDENT TO WORK ON HIS OR HER HIGHEST POTENTIAL IN THE LIFELONG PURSUIT OF LEARNING AND EXCELLENCE. 1442720 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 CA X DR LINDA NORMAN 7075466470 4320 OLD REDWOOD HIGHWAY SANTA ROSA CA 95403 DR LINDA NORMAN CNHS PRESIDENT/BOARD DIRECTOR 0.10 40.00 X X 0 196415 26967 MARTY MCCORMICK PRESIDENT 0.10 X X 0 0 0 DAN STEVENS TREASURER 0.10 X X 0 0 0 NANCY MORAN SECRETARY 0.10 X X 0 0 0 ADRIENNE MORAN DIRECTOR (THRU 10/22) 0.10 X 0 0 0 REED MORAN DIRECTOR 0.10 X 0 0 0 BISHOP ROBERT F VASA DIRECTOR 0.10 X 0 0 0 ANNE DEVLIN CNHS CFO 0.10 40.00 X 0 155443 8549 TERESA DERR CNHS ADVANCEMENT DIRECTOR 0.10 40.00 X 0 117836 18349 0 469694 53865 0 0 1 0 0 1904970 1904970 57945 57945 1962915 0 0 57945 1442720 1442720 16000 16000 820 820 1459540 1442720 16820 0 4594766 2234374 398400 15350 1752460 1852093 6892 21825 6752518 4123642 3339490 0 3339490 0 X 3413028 4123642 3413028 4123642 6752518 4123642 503375 207239 0 X 0 1 X 1 0 X X 1 CARDINAL NEWMAN HIGH SCHOOL 941578925 2 1 1442720 0 1 1442720 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 27172 57945 27172 57945 0 0 15713 16820 979000 0 -967541 41125 2064060 1810548 5711579 2851939 0 0 7775639 4662487 0 0 0 7775639 4662487 116635 69937 7659004 4592550 268065 160739 0 0 268065 160739 -967541 -822410 268065 268065 0 268065 1442720 0 16820 0 0 0 1459540 1442720 268065 100.000000000000 268065 0 0 163625 226891 502405 6363705 7256626 0 268065 0 6988561 1459540 0 1459540 0 0 8448101 0 122451 502405 6363705 1459540 SCHEDULE A, PART IV, SECTION E, LINE 2A ANGELA MERICI AND JOHN HENRY NEWMAN FOUNDATION, INC. (THE FOUNDATION) IS IN EXISTENCE FOR THE SPECIFIC PURPOSE OF SUPPORTING RELIGIOUS, CHARITABLE AND EDUCATIONAL ACTIVITIES EXCLUSIVELY FOR CARDINAL NEWMAN HIGH SCHOOL. SCHEDULE A, PART IV, SECTION E, LINE 2B THE FOUNDATION'S SUPPORTING ACTIVITIES FOR CARDINAL NEWMAN HIGH SCHOOL INCLUDE, BUT ARE NOT LIMITED TO, HOLDING AND MANAGING ASSETS AND PROPERTY FOR EDUCATIONAL PURPOSES IN FURTHERANCE OF THE OBJECTIVES AND PRIORITIES ESTABLISHED BY THE BOARD OF DIRECTORS OF THE FOUNDATION. SCHEDULE A, PART IV, SECTION D, LINE 3 THE FOUNDATION HAS A CLOSE, HISTORICAL, AND CONTINUOUS WORKING RELATIONSHIP. THE PRESIDENT OF THE CARDINAL NEWMAN HIGH SCHOOL IS A BOARD MEMBER OF THE FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1759352 21479 238528 77341 68100 1873918 2260549 1275 -312157 184666 5649 1759352 1823344 700 552217 85111 30601 2260549 1752093 3575 49525 81849 1723344 1785344 4300 113871 151422 1752093 0.00000 0.52700 0.47300 0 0 0 X 2170154 207239 207239 1962915 0 1962915 1459540 0 1459540 0 1459540 PART V, LINE 4: THE INCOME FROM THE ENDOWMENT FUNDS IS DONOR RESTRICTED FOR TUITION ASSISTANCE (SCHOLARSHIPS). PART X, LINE 2: THE FOUNDATION IS A QUALIFIED NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE FOUNDATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, THE FOUNDATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 CARDINAL NEWMAN HIGH SCHOOL 4320 OLD REDWOOD HIGHWAY SANTA ROSA CA 95403 941578925 501(C)(3) 1442720 0 TO SUPPORT CARDINAL NEWMAN HIGH SCHOOL'S EDUCATIONAL ACTIVITIES IN FY23 1 0 PART I, LINE 2: CONTRIBUTIONS TO CNHS ARE RECORDED AS RESTRICTED GIFTS PER DONOR INTENT AND RELEASED WHEN PURPOSE FULFILLED. 0 0 0 0 0 0 0 0 0 DR LINDA NORMAN CNHS PRESIDENT/BOARD DIRECTOR 0 196415 0 0 0 0 0 10803 0 16164 0 223382 0 0 ANNE DEVLIN CNHS CFO 0 155443 0 0 0 0 0 8549 0 0 0 163992 0 0 PART I, LINE 3 THE PRESIDENT RECEIVED COMPENSATION THROUGH CARDINAL NEWMAN HIGH SCHOOL, THE RELATED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 2 ADRIENNE MORAN AND REED MORAN HAVE FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS REVIEW THE FORM 990. ONCE APPROVED BY THE REVIEWING BOARD MEMBERS, THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C NO DIRECTOR OR OFFICER OF THE CORPORATION, NOR ANY OTHER CORPORATION, FIRM, ASSOCIATION, OR OTHER ENTITY IN WHICH ONE OR MORE OF THE CORPORATION'S DIRECTORS OR OFFICERS ARE DIRECTORS OR HAVE A MATERIAL FINANCIAL INTEREST, SHALL BE INTERESTED DIRECTLY OR INDIRECTLY, IN ANY CONTRACT OR OTHER TRANSACTION WITH THIS CORPORATION UNLESS (I) THE MATERIAL FACTS REGARDING SUCH DIRECTOR'S OR OFFICER'S FINANCIAL INTEREST IN SUCH CONTRACT OR TRANSACTION AND/OR REGARDING SUCH COMMON DIRECTORSHIP, OFFICERSHIP, OR FINANCIAL INTEREST ARE FULLY DISCLOSED IN GOOD FAITH AND ARE NOTED IN THE MINUTES, OR ARE KNOWN TO ALL MEMBERS OF THE FOUNDATION BOARD PRIOR TO CONSIDERATION BY THE FOUNDATION BOARD OF SUCH CONTRACTOR OR TRANSACTION; (II) SUCH CONTRACT OR TRANSACTION IS AUTHORIZED IN GOOD FAITH BY A MAJORITY OF THE FOUNDATION BOARD BY A VOTE SUFFICIENT FOR THAT PURPOSE WITHOUT COUNTING THE VOTE OR VOTES OF SUCH INTERESTED DIRECTOR(S); (III) PRIOR TO AUTHORIZING OR APPROVING THE TRANSACTION, THE FOUNDATION BOARD CONSIDERS AND IN GOOD FAITH DETERMINES AFTER REASONABLE INVESTIGATION UNDER THE CIRCUMSTANCES THAT THE CORPORATION COULD NOT OBTAIN A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORT UNDER THE CIRMCUMSTANCES; AND (IV) THIS CORPORATION ENTERS INTO THE TRANSACTION FOR ITS OWN BENEFIT, AND THE TRANSACTIONS ARE FAIR AND REASONABLE TO THIS CORPORATION OR WAS IN FURTHERANCE OF ITS RELIGIOUS PURPOSES AT THE TIME THE TRANSACTION IS ENTERED INTO. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION IS OPERATED BY ITS BOARD OF DIRECTORS. DIRECTORS ARE NOT COMPENSATED FOR THEIR SERVICE AS DIRECTORS. CERTAIN DIRECTORS ARE COMPENSATED BY THE RELATED ORGANIZATION, CARDINAL NEWMAN HIGH SCHOOL, FOR THEIR SERVICES TO THE SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 MANAGEMENT OF CARDINAL NEWMAN HIGH SCHOOL KEEPS COPIES OF THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS. THESE DOCUMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. CARDINAL NEWMAN HIGH SCHOOL 4320 OLD REDWOOD HIGHWAY SANTA ROSA CA 95403 941578925 PROVIDES SECONDARY EDUCATION TO APPROXIMATELY 570 STUDENTS CA 501(C)(3) LINE 2 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 CARDINAL NEWMAN HIGH SCHOOL B 1442720 FMV