2025-10-29T10:51:51-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-01-01 202823241 CATHOLIC CHARITIES FOUNDATION 61885016 CATH 5093584250 12 E 5TH AVENUE SPOKANE WA 99202 ANN MARIE BYRD EXECUTIVE DIRECTOR 5093584250 2025-10-28 1 1 KURT BENNION CPA P01469618 4252506100 2025-10-28 2024 2025-03-06 01:10:19Z ANN MARIE BYRD 12 E 5TH AVENUE SPOKANE WA 99202 975260 0 X N/A X 2005 WA THE FOUNDATION IS ORGANIZED FOR THE BENEFIT OF CATHOLIC CHARITIES OF SPOKANE. 6 6 0 6 0 0 27843 135654 0 0 79603 182512 0 0 107446 318166 193386 0 0 0 27067 0 0 0 0 35490 27912 255943 27912 -148497 290254 4193795 4524369 2000318 1990281 2193477 2534088 CATHOLIC CHARITIES FOUNDATION IS ORGANIZED FOR THE PRINCIPAL PURPOSE OF STIMULATING GIFTS FROM PRIVATE SOURCES AND GRANTS FROM THE STATE OR FEDERAL GOVERNMENT FOR THE SOLE AND EXCLUSIVE BENEFIT OF CATHOLIC CHARITIES. 0 0 17471 0 0 INVESTMENT PROGRAM:THE CATHOLIC CHARITIES FOUNDATION MANAGES THE INVESTMENT OF FUNDS CONTRIBUTED TO THE FOUNDATION TO BENEFIT CATHOLIC CHARITIES OF SPOKANE. THE FOUNDATION ALSO MONITORED THE INVESTMENT ACTIVITY OF FUNDS HELD ON BEHALF OF CATHOLIC CHARITIES OF SPOKANE. INVESTED FUNDS ARE PERIODICALLY DISTRIBUTED TO THE INTENDED ORGANIZATIONS.THE FOUNDATION HAD $2,429,470 IN ASSETS UNDER MANAGEMENT AS OF 12/31/2024 AND PAID DISTRIBUTIONS OF $0 FOR THE YEAR ENDED 12/31/2024. 10441 0 0 DEVELOPMENT PROGRAM:THE CATHOLIC CHARITIES FOUNDATION SOLICITED AND ACCEPTED FUNDS FOR THE FUTURE BENEFIT OF THE INSTITUTIONS, PROGRAMS AND ACTIVITIES OF CATHOLIC CHARITIES OF SPOKANE.THE FOUNDATION RAISED $135,654 IN CONTRIBUTIONS IN 2024. 27912 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X DAVID OSENGA 5094596187 12 E 5TH AVE SPOKANE WA 99202 ANN MARIE BYRD EXECUTIVE DIRECTOR 5.00 35.00 X 0 104032 26446 JUDY HUDSON CHAIR 1.00 0.00 X X 0 0 0 BETH BRASCH PRESIDENT 1.00 0.00 X X 0 0 0 DEACON JOHN RUSCHEINSKY VICE CHAIR 9.00 31.00 X X 0 63759 14165 MARY ANN HESKETT SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 DAVID AUSTIN BOARD MEMBER 1.00 0.00 X 0 0 0 SR BERNADETTE NANNYONJO BOARD MEMBER 1.00 1.00 X 0 0 0 0 167791 40611 0 0 0 0 0 135654 135654 61530 61530 778076 657094 120982 120982 120982 318166 0 0 182512 X 17470 17470 9190 9190 513 513 739 739 27912 27912 0 0 27436 21431 600 100 4072235 4398220 93524 104618 4193795 4524369 1878757 1990281 121561 0 2000318 1990281 X 20763 148429 2172714 2385659 2193477 2534088 4193795 4524369 290254 50357 0 X 0 0 0 X 144280 163095 29856 27843 135654 500728 144280 163095 29856 27843 135654 500728 336048 164680 54822 157481 68262 56555 61530 398650 899378 0.18310 0.18970 X CATHOLIC CHARITIES FOUNDATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR FUNDRAISING AND SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. FUNDRAISING ACTIVITIES ARE CARRIED OUT BY THE EXECUTIVE DIRECTOR THROUGH DIRECT SOLICITATION WITH DONORS AND MAILINGS REGARDING ESTATE PLANNING. IN ADDITION, THE EXECUTIVE DIRECTOR COORDINATES AND PARTICIPATES IN FUNDRAISING ACTIVITIES AND EVENTS SPONSORED BY CATHOLIC CHARITIES OF SPOKANE, THE RELATED ORGANIZATION WHICH CATHOLIC CHARITIES FOUNDATION IS ORGANIZED TO SUPPORT. CATHOLIC CHARITIES FOUNDATION MAINTAINS A GOVERNING BOARD WHICH INCLUDES COMMUNITY LEADERS AND VOLUNTEERS WHO SUPPORT THE MISSION AND ACTIVITIES OF CATHOLIC CHARITIES OF SPOKANE. IN ADDITION, CERTAIN MEMBERS OF THE GOVERNING BOARD PROVIDE EXPERTISE IN INVESTMENTS, LAW, AND ESTATE PLANNING. THE SOLE PURPOSE OF THE CATHOLIC CHARITIES FOUNDATION IS TO PROVIDE SUPPORT FOR THE ACTIVITIES OF CATHOLIC CHARITIES OF SPOKANE, A RELATED PUBLICLY SUPPORTED ORGANIZATION, THAT SERVES AND ADVOCATES FOR VULNERABLE PEOPLE THROUGHOUT EASTERN WASHINGTON. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 28671 2810 31481 27115 4012 2456 28671 33380 -5005 1260 27115 30017 4327 964 33380 0.00000 1.00000 0.00000 0 0 0 PART IV, LINE 2B: CATHOLIC CHARITIES FOUNDATION HOLDS FUNDS INVESTED ON BEHALF OF CATHOLIC CHARITIES OF SPOKANE. PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT PROGRAMS OF CATHOLIC CHARITIES OF SPOKANE, AS DESIGNATED BY DONORS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC VERSION OF THE 990 WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C OUR EMPLOYEES ARE EXPECTED TO DEVOTE THEIR BEST EFFORTS AND ATTENTION TO THE FULL-TIME PERFORMANCE OF THEIR JOBS. EMPLOYEES ARE EXPECTED TO USE GOOD JUDGMENT, TO ADHERE TO HIGH ETHICAL STANDARDS, AND TO AVOID SITUATIONS THAT CREATE AN ACTUAL OR POTENTIAL CONFLICT BETWEEN THE EMPLOYEE'S PERSONAL INTERESTS AND THE INTEREST OF CCEW. A CONFLICT OF INTEREST EXISTS WHEN THE EMPLOYEE'S LOYALTIES OR ACTIONS ARE DIVIDED BETWEEN CCEW'S INTERESTS AND THOSE OF ANOTHER, SUCH AS A COMPETITOR, SUPPLIER, CLIENT, OR TENANT. BOTH THE FACT AND THE APPEARANCE OF A CONFLICT OF INTEREST SHOULD BE AVOIDED. EMPLOYEES UNSURE AS TO WHETHER A CERTAIN TRANSACTION, ACTIVITY OR RELATIONSHIP CONSTITUTES A CONFLICT OF INTEREST SHOULD SEEK CLARIFICATION FROM THEIR IMMEDIATE SUPERVISOR OR HUMAN RESOURCES. EMPLOYEES SHOULD BE AWARE THAT IF THEY ENTER A PERSONAL RELATIONSHIP WITH AN EMPLOYEE OF A COMPETITOR, TENANT, SUPPLIER OR CLIENT OF CATHOLIC CHARITIES EASTERN WASHINGTON, A CONFLICT OF INTEREST MIGHT EXIST THAT REQUIRES DISCLOSURE TO CCEW. IF AN EMPLOYEE OR SOMEONE WITH WHOM AN EMPLOYEE HAS A CLOSE RELATIONSHIP (A FAMILY MEMBER OR CLOSE COMPANION) HAS A FINANCIAL OR EMPLOYMENT RELATIONSHIP WITH A COMPETITOR, CLIENT, TENANT, SUPPLIER OR POTENTIAL SUPPLIER, THE EMPLOYEE MUST DISCLOSE THIS FACT IN WRITING TO HUMAN RESOURCES. FAILURE TO ADHERE TO THIS GUIDELINE, INCLUDING FAILURE TO DISCLOSE ANY CONFLICTS OR TO SEEK AN EXCEPTION, WILL RESULT IN DISCIPLINE UP TO AND INCLUDING TERMINATION OF EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15A CATHOLIC CHARITIES OF SPOKANE ADMINISTERS THE HUMAN RESOURCE MANAGEMENT, COMPENSATION AND BENEFIT PLAN FOR THE EXECUTIVE DIRECTOR OF THE CATHOLIC CHARITIES FOUNDATION. COMPENSATION IS REVIEWED PERIODICALLY AND BENCHMARKED AGAINST INDUSTRY SALARY SURVEYS FOR SIMILAR POSITIONS. THE BOARD OF DIRECTORS APPROVES THE APPOINTMENT OF THE EXECUTIVE DIRECTOR AND THE SALARY ANNUALLY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BOARD WILL PROVIDE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONTRACTED PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 9,190. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,190. CATHOLIC CHARITIES OF SPOKANE PO BOX 2253 SPOKANE WA 99210 910569880 PUBLIC CHARITY WA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0