2025-04-30T08:58:16-05:00 2024-06-30 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2023-07-01 020671101 THE CATHOLIC CHARITIES FOUNDATION OF THE ARCHDIOCESE OF WASHINGTON % MJ MORROW CATH 2027724300 924 G STREET NW WASHINGTON DC 20001 MARY JANE MORROW SENIOR VP AND CFO 2027724301 2025-04-22 true true TODD TERESCO P00247720 7038930600 2025-04-25 2023 2025-03-06 01:10:19Z JAMES J MALLOY 924 G STREET NW WASHINGTON DC 20001 1622303 false 0928 X WWW.CATHOLICCHARITIESDC.ORG X 1946 DC MANAGES ENDOWMENT ASSETS AND PROVIDES FINANCIAL SUPPORT TO CATHOLIC CHARITIES OF ARCHDIOCESE OF WASHINGTON, AN AFFILIATED ORGANIZATION. 3 3 0 3 0 0 109153 131920 0 0 2321967 1490383 0 0 2431120 1622303 0 0 0 0 0 0 0 0 0 188236 185730 188236 185730 2242884 1436573 39036371 43142190 74750 72217 38961621 43069973 CATHOLIC CHARITIES FOUNDATION INVESTS ENDOWMENT ASSETS AND PROVIDES FINANCIAL SUPPORT TO CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, AN AFFILIATED ORGANIZATION, WHICH IS A LEADING PROVIDER OF COMPREHENSIVE HUMAN SERVICES, SERVING PEOPLE IN NEED. false false 185730 0 0 THE FOUNDATION MANAGES ENDOWMENT ASSETS BASED UPON AGREED UPON INVESTMENT PARAMETERS. THE FOUNDATION SUPPORTS CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON AND AFFILIATED ORGANIZATIONS THROUGH DISTRIBUTIONS FROM THE ENDOWMENT FUNDS. THE DISTRIBUTIONS ARE SENT TO CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, WHICH THEN DISTRIBUTES THE FUNDS TO ALL OF THE AFFILIATED ENTITIES. THE AFFILIATED ENTITIES PROVIDE A RANGE OF HUMAN SERVICES TO THOSE IN NEED. 185730 true true false false false false false false false true true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false true true false false false false false false X 3 3 false false false false true true true true true false false true true true true true true false false false X MJ MORROW 2027724301 924 G STREET NW WASHINGTON DC 20001 PATRICK DUNNE CHIEF OPERATING OFFICER 2.7 37.3 X 0 315907 28660 MARY JANE MORROW CHIEF FINANCIAL OFFICER 2.7 37.3 X 0 196583 33065 JAMES J MALLOY PRESIDENT AND CEO 2.7 37.3 X 0 211538 14495 ELIZABETH GORMAN CHIEF DEVELOPMENT OFFICER 2.7 37.3 X 0 196423 16352 REGINALD GREGORY Executive Director - Finance 3.6 36.4 X 0 174679 32096 MICHELE SPARKS CHIEF HUMAN RESOURCES OFFICER 3.6 36.4 X 0 147321 58757 JARLATH FINN EXECUTIVE DIRECTOR - IT 3.6 36.4 X 0 147321 58757 SEAN WOOD DIRECTOR - DEVELOPMENT OPS. 3.6 36.4 X 0 161476 22954 JOAN FOWLER-BROWN CHIEF OF STAFF 2.7 37.3 X 0 131621 33562 ANDREA ALEMAN ASSISTANT CONTROLLER 3.6 36.4 X 0 137367 24824 J MICHAEL KELLY CHAIRMAN 2.0 0.0 X 0 0 0 MAURY DEVINE DIRECTOR 1.0 0.0 X 0 0 0 SCOTT PASTRICK DIRECTOR 1.0 0.0 X 0 0 0 0 1820236 323522 0 false true false 0 131920 131920 0 819973 819973 0 0 0 0 0 670410 670410 670410 670410 0 0 0 0 0 0 0 0 0 0 1622303 1490383 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 185730 185730 0 0 0 0 0 0 0 0 0 0 0 0 0 185730 185730 0 0 0 0 0 0 0 0 86315 109781 0 0 0 0 0 0 0 0 0 0 37705 35236 2469 2469 38128611 42504339 0 0 0 0 0 0 818976 525601 39036371 43142190 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 74750 72217 74750 72217 X 4555736 5235068 34405885 37834905 38961621 43069973 39036371 43142190 X 1436573 4465635 -1793856 X false true X true false X X 1 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON 530196524 7 true 1793856 0 1 1793856 0 true false false false false false false false false false false false false false false true true SCHEDULE A, PART IV, SECTION B, LINE 2: ALL SUPPORT DISTRIBUTIONS FROM THE FOUNDATION ARE PROVIDED TO CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON (CCADW), WHICH IS AN ORGANIZATION THAT OPERATES, SUPERVISES AND CONTROLS THE FILING ORGANIZATION. THE BOARD AND THE EXECUTIVE TEAM OF CCADW MAY THEN ALLOCATE THE CHARITABLE SUPPORT TO OTHER AFFILIATE ORGANIZATIONS THAT ARE UNDER CCADW AND PROVIDE SUPPORT TO THOSE IN NEED IN THE COMMUNITY. CCADW AND THE AFFILIATE ORGANIZATION PERFORM THE WORK OF THE ARCHDIOCESE OF WASHINGTON IN REGARD TO PROVIDING FOR THOSE IN NEED FOR WHATEVER REASON (I.E. MENTALLY DISADVANTAGED, ECONOMICALLY DISADVANTAGED, DEVELOPMENTALLY DISADVANTAGED, ETC.). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 38128612 131920 5956018 0 1763343 185730 42267477 36116755 444188 3530543 0 1774638 188236 38128612 40720539 2533389 -5354950 0 1299128 483095 36116755 31617041 2172313 8242154 0 1115638 195331 40720539 28605454 1497542 2647669 0 976914 156710 31617041 0.18000 0.56000 0.26000 false false 37705 35236 2469 2469 0 FUNDS HELD ON BEHALF OF OTHERS 72217 72217 X SCHEDULE D, PART V, LINE 4: ENDOWMENT FOOTNOTE THE FOUNDATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT A RANGE OF HUMAN SERVICES PROVIDED TO THOSE IN NEED BY CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON AND ITS AFFILIATES. SCHEDULE D, PART X, LINE 2: FIN 48 FOOTNOTE IN ACCORDANCE WITH U.S. GAAP, MANAGEMENT HAS EVALUATED CATHOLIC CHARITIES' TAX POSITIONS AND HAS CONCLUDED THAT CATHOLIC CHARITIES HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. CATHOLIC CHARITIES IS GENERALLY NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS ENDED JUNE 30, 2021, AND PRIOR. false false false false false false false false PATRICK DUNNE CHIEF OPERATING OFFICER 0 315907 0 0 0 0 0 25434 0 3226 0 344567 0 0 MARY JANE MORROW CHIEF FINANCIAL OFFICER 0 196583 0 0 0 0 0 16251 0 16814 0 229648 0 0 JAMES J MALLOY PRESIDENT AND CEO 0 211538 0 0 0 0 0 14462 0 33 0 226033 0 0 ELIZABETH GORMAN CHIEF DEVELOPMENT OFFICER 0 196423 0 0 0 0 0 15716 0 636 0 212775 0 0 REGINALD GREGORY Executive Director - Finance 0 174679 0 0 0 0 0 28267 0 3829 0 206775 0 0 MICHELE SPARKS CHIEF HUMAN RESOURCES OFFICER 0 147321 0 0 0 0 0 27171 0 31586 0 206078 0 0 SEAN WOOD DIRECTOR - DEVELOPMENT OPS. 0 161476 0 0 0 0 0 13166 0 9788 0 184430 0 0 JOAN FOWLER-BROWN CHIEF OF STAFF 0 131621 0 0 0 0 0 25137 0 8425 0 165183 0 0 ANDREA ALEMAN ASSISTANT CONTROLLER 0 137367 0 0 0 0 0 11494 0 13330 0 162191 0 0 JARLATH FINN EXECUTIVE DIRECTOR - IT 0 147321 0 0 0 0 0 27171 0 31586 0 206078 0 0 SCHEDULE J, PART I, LINE 3: ESTABLISHING COMPENSATION FOR CEO THE ORGANIZATION RELIED ON THE BOARD OF THE CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, A RELATED ORGANIZATION, TO APPROVE THE COMPENSATION OF THE PRESIDENT/CEO. THIS ORGANIZATION DOES NOT PAY ITS PRESIDENT/CEO. THE COMPENSATION PROCESS PERFORMED BY A RELATED ORGANIZATION, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, IS AS FOLLOWS: JAMES J. MALLOY IS PAID AT THE MARKET RATE CONSISTENT WITH CEO'S OF SIMILAR NON-PROFIT SOCIAL SERVICES AGENCIES. THE BOARD ESTABLISHED HIS INITIAL COMPENSATION BASED ON A NATIONAL SEARCH FOR A CEO AND THE RECOMMENDATIONS OF THE CONSULTANTS ENGAGED TO ASSIST IN THE RECRUITMENT AND HIRING OF A CEO. ANY CHANGES TO CEO COMPENSATION, OTHER THAN A COST-OF-LIVING ADJUSTMENT AT THE SAME RATE AS MOST OF THE EMPLOEES OF THE AGENCY, WOULD BE REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, LINE 6: MEMBERS THERE IS ONE CLASS OF MEMBERSHIP WHICH CONSISTS OF THE ARCHBISHOP OF THE ARCHDIOCESE OF WASHINGTON, ONE OR MORE VICARS GENERAL OF THE ARCHDIOCESE OF WASHINGTON AS DESIGNATED BY THE ARCHBISHOP, THE CHANCELLOR OF THE ARCHDIOCESE OF WASHINGTON, AND THE APPROPRIATE ARCHDIOCESAN SECRETARY OF THE ARCHDIOCESE OF WASHINGTON AS DESIGNATED BY THE ARCHBISHOP, AND THEIR SUCCESSORS IN OFFICE, EACH AS SELECTED OR APPOINTED ACCORDING TO THE DISCIPLINE OF THE ROMAN CATHOLIC CHURCH. FORM 990, PART VI, LINE 7A: POWER TO ELECT MEMBERS OF THE GOVERNING BODY EACH MEMBER SHALL HAVE THE RIGHT TO ELECT AND REMOVE MEMBERS OF THE BOARD OF DIRECTORS AND THE FILLING OF VACANCIES THAT MAY OCCUR. FORM 990, PART VI, LINE 7B: GOVERNANCE DECISIONS RESERVED TO MEMBERS THE MEMBERS RESERVE UNTO THEMSELVES ULTIMATE AUTHORITY TO AUTHORIZE: A) THE APPROVAL OF BORROWING MONEY FOR CAPITAL EXPENDITURES B) THE PURCHASE, SALE, LEASE DISPOSITION OR HYPOTHECATION OF REAL PROPERTY C) THE APPOINTMENT OF FISCAL AUDITORS D) THE APPOINTMENT AND/OR TERMINATION OF THE PRESIDENT/CEO E) THE APPROVAL OF ANY BUDGET WHICH REFLECTS AN OPERATING DEFICIT F) THE AMENDMENT OF ARTICLES OF INCORPORATION AND THE ADOPTION OF BYLAWS, WITH THE SOLE RIGHT TO ALTER, CHANGE, OR AMEND SUCH BYLAWS; AND G) THE MERGING, LIQUIDATION, WINDING UP, OR ABANDOMENT OF ANY ENTITY FORM 990, PART VI, LINE 11B: FORM 990 REVIEW PROCESS BDO USA, AN INDEPENDANT PUBLIC ACCOUNTING FIRM, PREPARES AND DETAIL REVIEWS FORM 990. AFTER INTERNAL MANAGEMENT'S REVIEW, THE BOARD OF DIRECTORS' FINANCE AND AUDIT COMMITTEE CONDUCTS A DETAIL REVIEW. THIS REVIEW TAKES PLACE BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, LINE 12C: MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY THE POLICY CALLS FOR THE BOARD AND MANAGEMENT TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE BOARD OF DIRECTORS, THROUGH THE EXECUTIVE COMMITTEE, REVIEWS ANY CONFLICT OF INTEREST THAT IS IDENTIFIED. THE FULL BOARD OF DIRECTORS WILL DETERMINE RESTRICTIONS IMPOSED ON AN IDENTIFED CONFLICT. FORM 990, PART VI, LINE 15A: THE ORGANIZATION DOES NOT PAY ITS PRESIDENT/CEO. THE COMPENSATION PROCESS PERFORMED BY A RELATED ORGANIZATION, CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON, IS AS FOLLOWS: JAMES J. MALLOY IS PAID AT THE MARKET RATE CONSISTENT WITH CEO'S OF SIMILAR NON-PROFIT SOCIAL SERVICES AGENCIES. THE BOARD ESTABLISHED HIS INITIAL COMPENSATION BASED ON A NATIONAL SEARCH FOR A CEO AND THE RECOMMENDATIONS OF THE CONSULTANTS ENGAGED TO ASSIST IN THE RECRUITMENT AND HIRING OF A CEO. ANY CHANGES TO CEO COMPENSATION, OTHER THAN A COST-OF-LIVING ADJUSTMENT AT THE SAME RATE AS MOST OF THE EMPLOEES OF THE AGENCY, WOULD BE REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: OTHER CHANGES IN NET ASSETS: NET ASSET TRANSFERS FROM CCADW ($30,513) NET ASSET TRANSFER DUE TO INVESTMENT DISTRIBUTION ($1,763,343) ------------ ($1,793,856) ============ SPANISH CATHOLIC CENTER 924 G STREET NW WASHINGTON DC 20001 520980905 SOCIAL SERV DC 501(C)(3) 7 ADW false ANCHOR MENTAL HEALTH ASSOCIATION 924 G STREET NW WASHINGTON DC 20001 520824835 SOCIAL SERV DC 501(C)(3) 10 ADW false ANCHOR HOUSING CORPORATION 924 G STREET NW WASHINGTON DC 20001 521181447 HOUSING DC 501(C)(3) 10 ADW false LT JOSEPH P KENNEDY INSTITUTE 924 G STREET NW WASHINGTON DC 20001 530824835 CHARITABLE DC 501(C)(3) 10 ADW false KENNEDY HOUSING CORPORATION 924 G STREET NW WASHINGTON DC 20001 521910220 HOUSING DC 501(C)(3) 10 ADW false KENNEDY HOUSING CORPORATION II 924 G STREET NW WASHINGTON DC 20001 030406267 HOUSING DC 501(C)(3) 10 ADW false CATHOLIC CHARITIES OF THE ARCHDIOCESE OF 924 G STREET NW WASHINGTON DC 20001 530196524 SOCIAL SERV DC 501(C)(3) 7 ADW false ARCHDIOCESE OF WASHINGTON 5001 EASTERN AVENUE HYATTSVILLE MD 20782 521214001 RELIGIOUS DC 501(C)(3) 1 NA false false false false true false false false false false false false false false true true false false true true