Catholic Community Foundation for the Diocese of Phoenix
Public records show a registered, tax-exempt organization in good standing.
What it says it does
The Catholic Community Foundation is an independent 501c3 and a recognized Canonical entity that encourages compassionate charitable giving to provide sustainable support for those who serve our community.
- Income
- $14.5 million
- Spending
- $5.5 million
- Spent on programs
- 73%
- Reserves
- 70.8 months of spending
- Largest source of income
- donations and private grants, 73%
- Employees
- 13
- Volunteers
- 50
- Highest pay
- $267,544, ceo
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Strong: 90 out of 100. Higher than 77% of charities in its peer group (religion, $10m to $100m).
Reserves
35 of 35Spendable reserves would cover 70.8 months of spending.
Debt
10 of 20It owes 31% of what it owns.
Living within its means
15 of 15Income exceeded spending by 62% of income.
Income trend
15 of 15Income rose 63% on the year before.
Spending floor
15 of 1573% of spending went to programs and raising each dollar of donations cost 6 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 56% of charities in its peer group (religion, $10m to $100m).
Independent board
25 of 2520 of 20 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (7)
- $2.0 million spent. Donor-Advised Fund Program - The Catholic Community Foundation CCF, or the Foundation offers both a traditional donor-advised fund DAF and a complimentary DAF option, allowing donors to choose their preferred investment strategy. The traditional DAF is invested in the market, while the complimentary DAF remains uninvested. A key feature of CCFs DAF program is that all funds are invested in Catholic-compliant portfolios that align with Catholic Social Teaching, as outlined by the United States Conference of Catholic Bishops USCCB. This program upholds Catholic values by enabling grants to all eligible organizations that adhere to these teachings, providing a diverse array of options for philanthropic support.
- $1.0 million spent. Endowment Program - The Catholic Community Foundation professionally manages permanent, temporary, and quasi-endowments for nonprofits and individuals as a core service offering. All endowments are invested in a professionally managed, commingled investment pool that aligns with Catholic Social Teaching, as prescribed by the United States Conference of Catholic Bishops USCCB. This investment strategy is 99 Catholic screened, and all proxy votes are cast in accordance with Catholic values. The Foundation acts as a fiduciary to ensure the endowment lasts in perpetuity and complies with the regulations of the Uniform Prudent Management of Institutional Funds Act UPMIFA. The Foundation also offers an endowment building program for nonprofits called endowment drives, which utilize matching funds to encourage donors to learn about the purpose and uses of an endowment while contributing to the funds growth for the future. Additionally, the Foundation has a 1 million matching program to support permanent endowments within the community, having matched over 4 million in contributions.
- $358,641 spent. Scholarship Programs - The Catholic Community Foundation provides scholarship opportunities for students attending Catholic elementary and high schools within the Diocese of Phoenix, as well as for post-secondary students. The Foundation offers a service-based scholarship, known as the Christian Service Award, alongside a needs-based tuition assistance program, known as the Catholic Community Foundation Scholarship. Additionally, the Foundation allows for named and memorial scholarships, which can be detailed and specific or generic in nature. All applications are evaluated by an independent volunteer committee. In fiscal year 2025, the Foundation granted 358,641 in scholarship funds to 147 students across 11 Catholic elementary schools, 9 Catholic high schools, and 9 post-secondary institutions.
- Program Service Expenses 255,243, Grants and allocations 251,433, Revenue 0 Catholic Giving Circle - The Giving Circle invites individuals from all backgrounds to participate in a distinctive granting process. Members join by contributing a membership fee, which is pooled together with funds from the Foundations Forever Fund endowments CARE, LIFE, COMMUNITY, MUSIC. Each year, organizations present brief pitches to the members, and the members vote which causes receive funding. This model allows the community to directly influence how the Foundations discretionary funds are allocated, empowering members to address pressing local needs. This also provides an opportunity for members to be introduced to organizations within the community that may not have otherwise come across. Since 2015, over 1.5 million has been granted through the Giving Circle.
- Program Service Expenses 4,939, Grants and allocations 0, Revenue 0 End-of-Life Planning Program - The Catholic Community Foundation assists individuals in the education and creation of end-of-life plans, with a primary focus on encouraging charitable giving as part of their legacy. The Foundation partners with estate planning attorneys, funeral homes, financial advisors, and end-of-life care facilities to provide comprehensive education through its Get Your Affairs in Order seminars, which are primarily hosted at parishes across the Diocese of Phoenix. Additionally, the Foundation specializes in helping individuals and nonprofits with the liquidation and realization of complex gifts, such as real estate, securities, business interests, and more, ensuring a smooth process for both donors and recipients.
- Program Service Expenses 0, Grants and allocations 0, Revenue 49,005 Charitable Gift Annuity Program - The Catholic Community Foundation offers a charitable gift annuity CGA program that provides flexible giving options for donors and nonprofits alike. This program allows any donor to establish a CGA and designate a charity of their choice to receive benefits upon their passing, as long as the CGA remains above water. Notably, any donor CGA that is above water at the time of their passing will be added to an existing endowment held at the Foundation or used to create a family foundation in the deceased individuals name if the remaining amount exceeds 20,000. Additionally, nonprofits can white label the CGA program, enabling them to offer this option to their communities while CCF manages the administrative responsibilities, including regulatory compliance, legal documentation, investment management, contract formulation, and annual 1099 filing. This dual approach ensures a seamless experience for both donors and nonprofit partners
- Program Service Expenses 382,974, Grants and allocations 156,738, Revenue 324,409 The remaining program service revenue can be attributed to other ancillary services offered by the Foundation, including the administrative fees for managing and investing agency securities, not attributed to individual endowments, donor-advised fund, and gift annuities. The remaining program service expenses relate to program overhead that has not been allocated to programs described above, as well as other grants that are unrelated to the other programs described above.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Worth knowing.
Status was revoked on November 15, 2021 for not filing returns for three years. The IRS now lists it as tax-exempt again.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since March 2005.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.