Catholic Community Foundation Of Santa Clara County
- Assets
- $151.6m
- Revenue
- $21.6m
- Investments
- $14.9m
- Employees
- 7
- Location
- San Jose, CA
- Founding
- 03/1946
- Data as of
- 12/2021
- EIN
- 83-0400149
Organization Overview
Catholic Community Foundation Of Santa Clara County is located in San Jose, CA. The organization was established in 1946. According to its NTEE Classification (X22) the organization is classified as: Roman Catholic, under the broad grouping of Religion-Related and related organizations. As of 12/2021, Catholic Community Foundation Of Santa Clara County employed 7 individuals. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Catholic Community Foundation Of Santa Clara County is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Catholic Community Foundation Of Santa Clara County generated $21.6m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 30.8% each year . All expenses for the organization totaled $5.9m during the year ending 12/2021. While expenses have increased by 13.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Catholic Community Foundation Of Santa Clara County has awarded 239 individual grants totaling $15,576,287. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
DEVELOPS, ACQUIRES AND DISTRIBUTES FUNDS THAT PROVIDE SUPPORT TO PARISH, EDUCATIONAL, RELIGIOUS, CHARITABLE AND OTHER ORGANIZATIONS COMPRISING THE CATHOLIC COMMUNITY.
Describe the Organization's Program Activity:
FOR THE SUPPORT OF DONOR ADVISED FUNDS AND GRANTING TO CHARITABLE ORGANIZATION
FOR THE SUPPORT OF DIOCESAN PROGRAM & DEPARTMENTS OF THE DIOCESE OF SAN JOSE
SUPPORT OF CATHOLIC PARISHES AND MINISTRIES
OTHERS
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mary Quilici Aumack CEO | Officer | 40 | $274,000 |
Jim Cashman Chair | OfficerTrustee | 1 | $0 |
Charmaine Warmenhoven Secretary | OfficerTrustee | 1 | $0 |
Steve Baroni Treasurer | OfficerTrustee | 1 | $0 |
John Sobrato Board Member | Trustee | 1 | $0 |
Tom Crotty Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $104,473 |
| All other contributions, gifts, grants, and similar amounts not included above | $16,497,378 |
| Noncash contributions included in lines 1a–1f | $6,645,697 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $16,601,851 |
| Total Program Service Revenue | $0 |
| Investment income | $1,303,399 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $3,686,242 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $21,591,960 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $4,244,105 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $274,000 |
| Compensation of current officers, directors, key employees. | $95,900 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $359,084 |
| Pension plan accruals and contributions | $28,639 |
| Other employee benefits | $36,206 |
| Payroll taxes | $41,507 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $4,133 |
| Fees for services: Accounting | $40,400 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $643,064 |
| Fees for services: Other | $54,795 |
| Advertising and promotion | $31,745 |
| Office expenses | $6,252 |
| Information technology | $48,033 |
| Royalties | $0 |
| Occupancy | $38,698 |
| Travel | $1,474 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $14,400 |
| All other expenses | $1,658 |
| Total functional expenses | $5,907,790 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $629,039 |
| Pledges and grants receivable | $16,647,445 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $14,194 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $115,739,536 |
| Investments—other securities | $14,905,837 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $3,621,757 |
| Total assets | $151,557,808 |
| Accounts payable and accrued expenses | $150,391 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $38,225,341 |
| Total liabilities | $38,375,732 |
| Net assets without donor restrictions | $47,788,436 |
| Net assets with donor restrictions | $65,393,640 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $151,557,808 |
Grants Awarded
Over the last fiscal year, Catholic Community Foundation Of Santa Clara County has awarded $3,995,769 in support to 69 organizations.
| Grant Recipient | Amount |
|---|---|
San Jose, CA PURPOSE: GENERAL FINANCIAL SUPPORT | $1,753,382 |
SACRED HEART CHURCH PURPOSE: GENERAL FINANCIAL SUPPORT | $292,000 |
Fremont, CA PURPOSE: GENERAL FINANCIAL SUPPORT | $292,000 |
San Jose, CA PURPOSE: GENERAL FINANCIAL SUPPORT | $227,947 |
San Jose, CA PURPOSE: GENERAL FINANCIAL SUPPORT | $197,636 |
San Jose, CA PURPOSE: GENERAL FINANCIAL SUPPORT | $100,397 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that Catholic Community Foundation Of Santa Clara County has recieved totaling $1,375,210.
| Awarding Organization | Amount |
|---|---|
Catholic Schools Foundation Inc Boston, MA PURPOSE: SCHOLARSHIP AND NON-SCHOLARSHIP SUPPORT | $1,081,372 |
Silicon Valley Community Foundation Mountain View, CA PURPOSE: Religion | $200,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: RELIGION RELATED | $45,150 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $38,878 |
Catholic Community Foundation Of Santa Clara County San Jose, CA PURPOSE: GENERAL FINANCIAL SUPPORT | $9,810 |
Endowment Analysis
| Beg. Balance | $39,189,056 |
| Earnings | $5,727,729 |
| Net Contributions | $19,015,197 |
| Grants | $2,115,491 |
| Ending Balance | $61,816,491 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Arizonas Catholic Tuition Support Organization Tucson, AZ | $20,396,361 | $14,356,229 |
Society Of St Vincent De Paul Portland Council Portland, OR | $7,120,799 | $9,690,362 |
Catholic Church Support Services Pleasanton, CA | $7,328,575 | $9,194,065 |
Catholic Answers Inc El Cajon, CA | $3,788,520 | $8,950,189 |
Catholic Community Foundation Of Santa Clara County San Jose, CA | $151,557,808 | $21,591,960 |
Equipnet Alamo, CA | $871,313 | $6,154,256 |
Roman Catholic Communications Corporation Of The Bay Area Menlo Park, CA | $18,011,422 | $7,094,935 |
St Francis Center Los Angeles, CA | $3,045,813 | $5,916,240 |
Napa Institute Irvine, CA | $250,523 | $3,251,927 |
Mater Dolorosa Passionist Retreat Center Inc Sierra Madre, CA | $7,035,300 | $2,660,007 |
M C Fathers Inc San Diego, CA | $1,048,756 | $2,245,378 |
Magis Institute Irvine, CA | $1,086,286 | $2,066,076 |