2025-04-07T17:26:25-05:00 2024-06-30 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2023-07-01 860937587 CATHOLIC EDUCATION ARIZONA CATH 6022186542 5353 N 16TH ST 330 PHOENIX AZ 85016 NANCY PADBERG PRESIDENT & CEO 6022186542 2025-04-07 1 1 BRENDA ANN BLUNT CPA P00075126 6022645844 2025-04-07 2023 2025-03-06 01:10:19Z NANCY PADBERG 5353 N 16TH ST 330 PHOENIX AZ 85016 24695951 0 0928 X CATHOLICEDUCATIONARIZONA.ORG X 2005 AZ WE PROVIDE SCHOLARSHIPS TO UNDERSERVED CHILDREN TO CHANGE LIVES, SERVE (CONT. ON SCH O) 14 14 14 100 0 0 25123074 23119278 0 0 689755 1576673 0 0 25812829 24695951 22027786 20211606 0 0 1179527 1325356 0 0 812632 1091456 1137759 24298769 22674721 1514060 2021230 37742544 41120269 33493518 34814469 4249026 6305800 WE PROVIDE SCHOLARSHIPS TO UNDERSERVED CHILDREN TO CHANGE LIVES, SERVE SOCIETY, AND TRANSFORM CULTURE. 0 0 20793703 20211606 CATHOLIC EDUCATION ARIZONA PRIMARILY RECEIVES CONTRIBUTIONS UNDER ARIZONA INDIVIDUAL AND CORPORATE TAX CREDIT PROGRAMS FOR PRIVATE SCHOOL TUITION SCHOLARSHIPS. TOGETHER, THESE TAX CREDITS ALLOWED ARIZONA INDIVIDUAL AND CORPORATE TAXPAYERS TO EFFECTIVELY DIRECT THEIR TAX DOLLARS TO PROVIDE SCHOLARSHIPS TO 4,200 STUDENTS. AN ADDITIONAL $1,100 WAS DISTRIBUTED TO THE ARIZONA HISPANIC CHAMBER OF COMMERCE FOR SCHOLARSHIP ASSISTANCE. $164,370 WAS ALSO DISTRIBUTED THROUGH CATHOLIC EDUCATION ARIZONA'S EMPLOYER MATCHING AND DONATION FUND TO MULTIPLE ARIZONA CATHOLIC INSTITUTIONS. CATHOLIC EDUCATION ARIZONA BEGAN COLLECTING NON-TAX CREDIT DONATIONS FOR ITS NEW CHANGING LIVES DIVISION. IN THE SECOND YEAR, $140,040 WAS RAISED TO FUND FUTURE SCHOLARSHIPS FOR CATHOLIC SCHOOL STUDENTS. AN ADDITIONAL $425,000 GRANT WAS RECEIVED FROM VIRGINIA PIPER FOR OPERATING EXPENSES. 20793703 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CAITLIN WOOTEN 6022186542 5353 N 16TH ST 330 PHOENIX AZ 85016 BRYAN BRADY CHAIRMAN 3.00 X X 0 0 0 CAROL TRUEG VICE CHAIR 0.50 X X 0 0 0 NANCY DOUGHERTY SECRETARY 0.50 X X 0 0 0 KELLEY TUCKER TREASURER 0.50 X X 0 0 0 TODD BANKOFIER DIRECTOR 0.50 X 0 0 0 REV EDUARDO NEVARES DIRECTOR 0.50 X 0 0 0 DOMONIC SALCE DIRECTOR 0.50 X 0 0 0 ANDREW LISHKO DIRECTOR 0.50 X 0 0 0 DAVID HALM DIRECTOR 0.50 X 0 0 0 ADRIAN RUIZ DIRECTOR 0.50 X 0 0 0 CARLOS SUGICH DIRECTOR 0.50 X 0 0 0 ERIN MONIN DIRECTOR 0.50 X 0 0 0 VICTOR SERNA DIRECTOR 0.50 X 0 0 0 ANDREA WEEKS HARDIN DIRECTOR 0.50 X 0 0 0 NANCY PADBERG PRESIDENT & CEO 40.00 X 187695 0 27857 DEB PREACH CHIEF OPERATING OFFICER 40.00 X 108557 0 27020 CAITLIN WOOTEN DIR. OF FINANCE AND COMPLIANCE 40.00 X 77202 0 13181 373454 0 68058 2 0 1 0 0 23119278 23119278 1576673 1576673 24695951 0 0 1576673 164371 164371 20047235 20047235 498912 166138 166138 166636 609819 130955 211856 267008 61783 20268 21287 20228 80968 26467 28051 26450 73874 24384 25106 24384 3161 3161 47085 11384 15695 20006 161477 92464 11857 57156 297373 24168 205801 67404 43606 57 43427 122 21951 6143 6633 9175 74546 24850 24850 24846 6126 5464 662 32794 71 32723 32797 22263 5272 5262 20383 6777 6826 6780 CREDIT CARD FEES 149944 149944 MISCELLANEOUS 146661 21073 76945 48643 PRINTING 69295 3382 13474 52439 POSTAGE AND DELIVERY 29444 1253 12760 15431 1116 1116 22674721 20793703 1068386 812632 68 666983 36449804 39402770 0 460000 465917 17116 12037 15418 213101 159936 78510 53165 601052 433054 135156 71763 37742544 41120269 41507 59056 33259375 34651327 192636 104086 33493518 34814469 X 3648011 5464745 601015 841055 4249026 6305800 37742544 41120269 2021230 35544 0 X 0 1 X 1 0 X 16636768 21447167 24494299 25123074 23119278 110820586 16636768 21447167 24494299 25123074 23119278 110820586 11818798 99001788 223831 71858 31060 690196 1576673 2593618 4156 4156 113418360 0.87290 0.93930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 266015 266015 251825 14190 266015 0 0 107941 81605 26336 105160 78331 26829 53165 SHORT TERM - OPERATING LEASE 89315 LONG TERM - OPERATING LEASE 14771 104086 X 24731495 35544 35544 24695951 0 24695951 22674721 0 22674721 0 22674721 PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATIONS ENDOWMENT FUNDS IS TO SERVE AS A SOURCE OF INCOME TO SUPPORT FUNDING FOR SPECIFIC ACTIVITIES RELATED TO THE MISSION OF CATHOLIC EDUCATION ARIZONA. PART X, LINE 2: MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING THE ORGANIZATION'S ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. 1 MOST HOLY TRINITY CATHOLIC SCHOOL 535 E ALICE AVE PHOENIX AZ 85020 352350490 501(C)(3) 6453 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING NOTRE DAME PREPARATORY 9701 E BELL RD SCOTTSDALE AZ 85260 262785863 501(C)(3) 6137 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING OUR LADY OF MT CARMEL SCHOOL 2121 S RURAL RD TEMPE AZ 85282 364643600 501(C)(3) 9511 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING QUEEN OF PEACE SCHOOL 141 N MACDONALD ST MESA AZ 85201 383792655 501(C)(3) 5225 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING SACRED HEART CATHOLIC SCHOOL 131 N SUMMIT AVE PRESCOTT AZ 86301 371575862 501(C)(3) 13763 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING SETON CATHOLIC PREPARATORY 1150 N DOBSON RD CHANDLER AZ 85224 262785742 501(C)(3) 6594 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING SS SIMON AND JUDE SCHOOL 6351 N 27TH AVE PHOENIX AZ 85017 943457074 501(C)(3) 5337 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING ST JOHN BOSCO CATHOLIC SCHOOL 16035 S 48TH ST PHOENIX AZ 85048 352350484 501(C)(3) 7171 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING ST JOHN PAUL II ROMAN CATHOLIC HIGH SCHOOL 3120 N 137TH AVE AVONDALE AZ 85392 611815605 501(C)(3) 6021 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING ST JOHN XXIII CATHOLIC SCHOOL 16235 N 60TH STREET SCOTTSDALE AZ 85254 352351339 501(C)(3) 12404 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING ST MARY-BASHA SCHOOL 1150 N DOBSON RD CHANDLER AZ 85224 262785742 501(C)(3) 9061 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING ST MARY'S CATHOLIC HIGH SCHOOL 2525 N 3RD ST PHOENIX AZ 85004 262791598 501(C)(3) 6298 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING ST THOMAS AQUINAS SCHOOL 13720 W THOMAS RD AVONDALE AZ 85392 611573933 501(C)(3) 6355 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING ST TIMOTHY CATHOLIC SCHOOL 2520 S ALMA SCHOOL RD MESA AZ 85210 320267724 501(C)(3) 7585 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING XAVIER COLLEGE PREPARATORY 4710 N 5TH ST PHOENIX AZ 85012 263832736 501(C)(3) 6031 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING 15 0 TAX-CREDIT CONTRIBUTION FUNDED SCHOLARSHIPS 4200 20046135 PART I, LINE 2: IN KEEPING WITH THE SOCIAL JUSTICE PRECEPTS OF THE CATHOLIC CHURCH, CATHOLIC EDUCATION ARIZONA BASES ITS AWARD DECISIONS FIRST AND FOREMOST ON THE FINANCIAL NEEDS OF THE APPLICANTS, EMPOWERING MORE FAMILIES OF ALL FAITHS TO CHOOSE A VALUES-BASED CATHOLIC EDUCATION FOR THEIR CHILDREN. FINANCIAL NEED DETERMINATION IS MADE THROUGH DIRECT APPLICATION TO A THIRD-PARTY FINANCIAL AID EVALUATION COMPANY. APPLICATIONS ARE MADE AVAILABLE ONLINE AND AT SCHOOLS, IN ENGLISH OR SPANISH, TO ANY STUDENT AT OR CONSIDERING A DIOCESAN CATHOLIC SCHOOL. NEED-BASED TUITION ASSISTANCE MAY BE GRANTED AT LEVELS UP TO FULL TUITION WHERE SUFFICIENT SCHOLARSHIP FUNDS ARE AVAILABLE AND ALLOWED BY THE STATUTE. STUDENTS ARE AWARDED SCHOLARSHIPS, TWICE A YEAR, BASED ON NEED AS CALCULATED BY OUR THIRD PARTY AID EVALUATION COMPANY. SCHOOLS AND PARENTS ARE NOTIFIED OF THE AMOUNT EACH STUDENT WILL BE AWARDED FOR THE SCHOOL YEAR. SCHOOLS RECEIVE FUNDS FOR THE STUDENTS ON A QUARTERLY BASIS AND ARE MONITORED AS TO THE STATUS OF THE STUDENT. IF A STUDENT WITHDRAWS OR HAS OTHER FUNDING CAUSING THE REDUCTION OF THE AWARD, FUNDS ARE RETURNED AND REALLOCATED BASED ON THE SAME REQUIRED CRITERIA. DISCRETIONARY FUNDS ARE MONITORED THE SAME. SCHOOLS ARE REQUIRED TO SUBMIT A YEAREND REPORT AND RETURN FUNDS DUE TO WITHDRAWALS, ETC. THE REFUNDED AMOUNTS ARE UTILIZED IN THE NEXT SCHOOL YEAR. MONIES COLLECTED FROM CORPORATE TAX CREDIT CONTRIBUTIONS ARE DIRECTED TOWARDS STUDENTS ENTERING THEIR FIRST YEAR OF PRIVATE EDUCATION, WHETHER AS NEW KINDERGARTEN STUDENTS OR AS PUBLIC SCHOOL TRANSFER STUDENTS OR IF THEY RECEIVED AN ORIGINAL INDIVIDUAL SCHOLARSHIP OR A SWITCHER INDIVIDUAL SCHOLARSHIP IN THE PAST, AS LONG AS THE STUDENT MEETS THE LOW-INCOME THRESHOLD PRESCRIBED BY THE STATE OF ARIZONA. TO BE FINANCIALLY QUALIFIED TO RECEIVE AN AWARD, THE FAMILY'S INCOME MAY NOT EXCEED 185 PERCENT OF THE INCOME LIMIT REQUIRED TO QUALIFY FOR THE FEDERAL FREE AND REDUCED LUNCH PROGRAM. INDIVIDUAL CONTRIBUTORS HAVE THE ABILITY TO SUBMIT THEIR CONTRIBUTION INFORMATION TO THEIR EMPLOYER FOR A MATCHING GIFT. CATHOLIC EDUCATION ARIZONA RECEIVES NOTIFICATION FROM AN EMPLOYER STATING THAT ONE OF THEIR EMPLOYEES HAS SUBMITTED A REQUEST FOR A MATCHING DONATION. CATHOLIC EDUCATION ARIZONA VERIFIES THE ORIGINAL CONTRIBUTION AMOUNT AND THE EMPLOYER DONATES A CERTAIN AMOUNT OF MONEY BASED ON THEIR COMPANY POLICY. WHEN THAT MATCHING DONATION IS RECEIVED, CATHOLIC EDUCATION ARIZONA MATCHES THE SCHOOL DESIGNATION FROM THE ORIGINAL CONTRIBUTION TO THE MATCHING GIFT. DURING FISCAL YEAR END JUNE 30, 2024, CATHOLIC EDUCATION ARIZONA DISTRIBUTED THESE MATCHING FUNDS TO THE VARIOUS SCHOOLS THAT WERE IDENTIFIED BY THE ORIGINAL CONTRIBUTOR. THE SCHOOLS MUST USE THE MONEY FOR SCHOLARSHIPS, PHYSICAL PLANT NEED, OR MARKETING EFFORTS. THE SCHOOLS ARE TO VERIFY ON A PREDESIGNATED FORM HOW THOSE DOLLARS ARE SPENT. ARIZONA STATE LAW REQUIRES THAT A MINIMUM OF 90 PERCENT OF THE TAX CREDIT CONTRIBUTIONS RECEIVED BE DISTRIBUTED IN THE FORM OF TUITION GRANTS/SCHOLARSHIPS. CATHOLIC EDUCATION ARIZONA IS PROUD TO HAVE AGAIN EXCEEDED THIS PAYOUT THRESHOLD IN FISCAL YEAR END JUNE 30, 2024, TO CATHOLIC SCHOOL STUDENTS IN THE FORM OF DIRECT TUITION ASSISTANCE. ADDITIONAL INFORMATION ABOUT CATHOLIC EDUCATION ARIZONA IS AVAILABLE AT WWW.CATHOLICEDUCATIONARIZONA.ORG. X 1 1 X 0 0 0 0 0 0 0 1 0 NANCY PADBERG PRESIDENT & CEO 168612 0 19083 0 0 0 1965 0 26280 0 215940 0 0 0 PART I, LINE 1A EMPLOYEE RECEIVED MONTHLY REIMBURSEMENTS OF $50.00 FOR GYM MEMBERSHIP. THIS BENEFIT IS AVAILABLE TO ALL EMPLOYEES. PROOF OF MONTHLY MEMBERSHIP IS REQUIRED BEFORE REIMBURSEMENT IS GIVEN. PART I, LINE 7 THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE REVIEWED THE PERFORMANCE OF THE CEO AND APPROVED A 10% ANNUAL BONUS AWARD FOR THE CALENDAR YEAR ENDING DECEMBER 31, 2023. FORM 990, PART I, LINE 1 SOCIETY, AND TRANSFORM CULTURE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS THE POWER OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD PROVIDED, HOWEVER, THAT THE EXECUTIVE COMMITTEE DOES NOT HAVE THE POWER TO: (A) FILL ANY VACANCY ON THE BOARD OF DIRECTORS OR ANY COMMITTEE APPOINTED BY THE BOARD OF DIRECTORS, (B) TERMINATE ANY OFFICER, (C) ADOPT AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS, (D) MAKE ANY GRANT OR AWARD, (E) AMEND OR REVOKE POLICIES PREVIOUSLY ESTABLISHED BY THE BOARD RESPECTING GRANTS OR AWARDS OR THE INVESTMENT OF FUNDS, (F) ENCUMBER OR AUTHORIZE THE SALE OR DISTRIBUTION OF ALL, OR SUBSTANTIALLY ALL, OF THE ORGANIZATION'S ASSETS, OR (G) AUTHORIZED THE DISSOLUTION OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE SUPERINTENDENT OF SCHOOLS OF THE DIOCESE AND A BOARD LIAISON DESIGNATED BY THE ROMAN CATHOLIC BISHOP OF THE DIOCESE BOTH SERVE AS VOTING EX OFFICIO MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEW THE WORKING DRAFT OF THE 990 FROM THE CPA AND ALL MEMBERS OF THE BOARD OF DIRECTORS RECEIVE A COPY OF THE FINALIZED 990 PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY OFFICERS AND GOVERNING BOARD. MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA IS UTILIZED. THE DIOCESE OF PHOENIX HUMAN RESOURCE PAY GRADE LEVELS ARE CONSIDERED. ARIZONA STATE UNIVERSITY LODESTAR CENTER NON-PROFIT SALARY REPORT IS ALSO UTILIZED. SALARY FOR THE PRESIDENT/CEO IS RECOMMENDED BY THE EXECUTIVE COMMITTEE AND SUBMITTED TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST TO THE PRESIDENT/CEO.