2026-03-24T10:38:30-05:00 2025-06-30 450250958 EIDE BAILLY LLP 2355 E CAMELBACK RD STE 900 PHOENIX AZ 850169065 990 2024-07-01 860937587 CATHOLIC EDUCATION ARIZONA CATH 6022186542 5353 N 16TH ST 330 PHOENIX AZ 85016 NANCY PADBERG PRESIDENT & CEO 6022186542 2026-03-24 1 1 LINDSEY R PHILLIPS CPA P01985962 6022645844 2026-03-24 2024 2025-03-06 01:10:19Z NANCY PADBERG 5353 N 16TH ST 330 PHOENIX AZ 85016 20197669 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 23119278 18847860 0 0 1576673 1349809 0 0 24695951 20197669 20211606 16269594 0 0 1325356 1493726 0 0 1119772 1137759 1300398 22674721 19063718 2021230 1133951 41120269 38494965 34814469 30990350 6305800 7504615 X WE PROVIDE SCHOLARSHIPS TO UNDERSERVED CHILDREN TO CHANGE LIVES, SERVE SOCIETY, AND TRANSFORM CULTURE. 0 0 16761236 16269594 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 4,191 STUDENTS. $5,000 WAS DISTRIBUTED TO THE MATTHEW 19:14 PROJECT, $10,000 TO ST. JOHN VIANNEY CATHOLIC SCHOOL, AND $10,000 TO OUR LADY OF THE LAKE CATHOLIC SCHOOL FOR NON-TAX CREDIT SCHOLARSHIP ASSISTANCE. $ 80,696 WAS ALSO DISTRIBUTED THROUGH CATHOLIC EDUCATION ARIZONA'S EMPLOYER MATCHING AND DONATION FUND TO MULTIPLE ARIZONA CATHOLIC INSTITUTIONS. (CONTINUED ON SCHEDULE O)CATHOLIC EDUCATION ARIZONA RECEIVES TRADITIONAL DONATIONS FOR ITS CHANGING LIVES DIVISION. IN THE THIRD YEAR, $634,285 WAS RAISED TO FUND FUTURE SCHOLARSHIPS FOR CATHOLIC SCHOOL STUDENTS. 16761236 1 1 0 0 0 0 0 0 0 0 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 9 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 HARRIS 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 TOM BRENNAN DIRECTOR 0.50 X 0 0 0 THOMAS SHELLANDER DIRECTOR 0.50 X 0 0 0 ANDREA WEEKS HARDIN DIRECTOR 0.50 X 0 0 0 NANCY PADBERG PRESIDENT & CEO 40.00 X 203260 0 31314 DEBRA PREACH CHIEF OPERATING OFFICER 40.00 X 115509 0 29565 CAITLIN HARRIS VP, FINANCE & COMPLIANCE 40.00 X 89872 0 8538 408641 0 69417 2 0 1 0 0 18847860 18847860 1349809 1349809 20197669 0 0 1349809 105696 105696 16163898 16163898 540379 179946 179946 180487 701599 108153 189358 404088 71376 9431 24583 37362 99877 8841 82235 8801 80495 15383 27357 37755 6035 6035 56825 12445 19182 25198 194554 79492 26095 88967 261726 23394 181265 57067 49581 52 49406 123 21530 4859 5459 11212 81309 13552 27103 40654 5875 5558 317 30987 30590 397 34191 14999 7317 11875 88648 4550 29583 54515 CREDIT CARD FEES 159280 159280 PRINTING 83648 2748 17404 63496 POSTAGE AND DELIVERY 27633 193 10577 16863 DUES AND SUBSCRIPTIONS 22139 22139 176437 13604 82238 80595 19063718 16761236 1182710 1119772 666983 5343492 39402770 30373233 460000 28373 17116 498813 15418 16267 234502 194126 53165 40376 433054 1672636 71763 521775 41120269 38494965 59056 61095 34651327 30396159 104086 533096 34814469 30990350 X 5464745 6454275 841055 1050340 6305800 7504615 41120269 38494965 1133951 64864 0 X 0 1 X 1 0 X 21447167 24494299 25123074 23119278 18847860 113031678 21447167 24494299 25123074 23119278 18847860 113031678 14669346 98362332 71858 31060 690196 1576673 1349809 3719596 4156 4156 116755430 0.84250 0.87290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 107941 102006 5935 126561 92120 34441 40376 SHORT TERM - OPERATING LEASE 52966 LONG TERM - OPERATING LEASE 480130 533096 X 20262533 64864 64864 20197669 0 20197669 19063718 0 19063718 0 19063718 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. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. 1 SACRED HEART CATHOLIC SCHOOL 131 N SUMMIT AVE PRESCOTT AZ 86301 371575862 501(C)(3) 6391 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING ST JOHN XXIII CATHOLIC SCHOOL 16235 N 60TH STREET SCOTTSDALE AZ 85254 352351339 501(C)(3) 6418 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING ST MARY-BASHA SCHOOL 1150 N DOBSON RD CHANDLER AZ 85224 262785742 501(C)(3) 5491 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING XAVIER COLLEGE PREPARATORY 4710 N 5TH ST PHOENIX AZ 85012 263832736 501(C)(3) 8542 0 SCHOLARSHIPS, PHYSICAL PLANT NEEDS, OR MARKETING ST JOHN VIANNEY CATHOLIC SCHOOL 539 LA PASADA BLVD GOODYEAR AZ 85338 900429155 501(C)(3) 10000 0 SCHOLARSHIPS OUR LADY OF THE LAKE CATHOLIC SCHOOL 1975 DAYTONA DR LAKE HAVASU CITY AZ 86403 320267687 501(C)(3) 10000 0 SCHOLARSHIPS 6 0 TAX-CREDIT CONTRIBUTION FUNDED SCHOLARSHIPS 4191 16163898 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, 2025, 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, 2025, 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 X X 0 0 0 0 0 0 0 1 0 NANCY PADBERG PRESIDENT & CEO 181239 0 22021 0 0 0 2113 0 29608 0 234981 0 0 0 PART I, LINE 1A EMPLOYEE RECEIVED MONTHLY REIMBURSEMENTS OF $75.00 FOR HEALTH AND WELLNESS. THIS BENEFIT IS AVAILABLE TO ALL EMPLOYEES. PROOF OF MONTHLY EXPENSE IS REQUIRED BEFORE REIMBURSEMENT IS GIVEN. PART I, LINE 7 THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE REVIEWED THE PERFORMANCE OF THE CEO, CHIEF OPERATING OFFICER AND VP, FINANCE AND COMPLIANCE OFFICER AND APPROVED A BONUS AWARD FOR THE CALENDAR YEAR ENDING DECEMBER 31, 2024. 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. THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW EVERY FEBRUARY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST TO THE PRESIDENT/CEO.