CATHOLIC LEADERSHIP INSTITUTE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC LEADERSHIP INSTITUTE (EIN 23-2661414)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-02-17
- IRS object ID
- 202320489349301407
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-17T09:38:58-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WARNER ROAD SUITE 310 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232661414 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC LEADERSHIP INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 6103631315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 LINDENWOOD DR 310 | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL CELLUCCI | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6103631315 | PhoneNum |
| Signature | 2023-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | CELLUCCI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A LOUGHERY | PreparerPersonNm |
| PTIN | P01603932 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2023-02-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL CELLUCCI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 LINDENWOOD DR 310 | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,544,224 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CATHOLICLEADERS.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | EQUIPPING LEADERS THROUGH FAITHFUL ACCOMPANIMENT- BUILDING THE FUTURE OF OUR CHURCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,479,142 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,183,739 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $873,432 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,522,311 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,516 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,785 | CYInvestmentIncomeAmt |
| PY Other Revenue | $419,577 | PYOtherRevenueAmt |
| CY Other Revenue | -$537,946 | CYOtherRevenueAmt |
| PY Total Revenue | $9,770,635 | PYTotalRevenueAmt |
| CY Total Revenue | $8,205,889 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,647,177 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,558,355 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $146,144 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,422,363 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,207,209 | PYOtherExpensesAmt |
| CY Other Expenses | $1,823,553 | CYOtherExpensesAmt |
| PY Total Expenses | $4,000,530 | PYTotalExpensesAmt |
| CY Total Expenses | $5,381,908 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,770,105 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,823,981 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,352,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,337,149 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $523,796 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,684,768 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,828,400 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,652,381 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CATHOLIC LEADERSHIP INSTITUTE (CLI) PROVIDES BISHOPS, PRIESTS, RELIGIOUS, DEACONS AND LAY PERSONS IN THE ROMAN CATHOLIC CHURCH WITH WORLD-CLASS, PASTORAL LEADERSHIP FORMATION AND CONSULTING SERVICES THAT STRENGTHEN THEIR CONFIDENCE AND COMPETENCE IN MINISTRY, ENABLING THEM TO ARTICULATE A VISION FOR THEIR LOCAL CHURCH, TO CALL FORTH THE GIFTS OF THOSE THEY LEAD, AND TO CREATE MORE VIBRANT FAITH COMMUNITIES ROOTED IN JESUS CHRIST. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,042,357 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $167,800 | RevenueAmt |
| Desc | NEXT GENERATION PARISH: ADDITIONAL $1,079,886 OF DONOR DIRECTED SUPPORT FOR NEXT GENERATION PARISH PILOT. THIS FOUR YEAR EXPERIENCE PROVIDES THE PASTOR AND HIS COMMUNITY WITH THE OPPORTUNITY TO ASSESS ITS GREATEST OPPORTUNITIES AND STRENGTHS, DEVELOP A PLAN TO MOVE INTO THE FUTURE, AND MOST IMPORTANTLY CULTIVATE A DEEPER MISSIONARY SPIRIT THROUGHOUT THE COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $873,306 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $878,467 | RevenueAmt |
| Desc | CONSULTING: ADDITIONAL $273,000 OF DONOR DIRECTED SUPPORT FOR "CALLED FOR MORE" PILOT. CONSULTING SERVICES ARE UNIQUE AND VARIED FROM A MUTUALLY SHARED VISION SERVING 131 CLIENTS TO DATE. IN 2019, A LILLY GRANT LAID THE FOUNDATION FOR A PILOT OFFERING OF OUR CALLED FOR MORE PILOT. SINCE THEN, 2,456 PRIESTS HAVE PARTICIPATED IN THE TRAINING OFFERED. CALLED FOR MORE OFFERS THE DIOCESE AN OPPORTUNITY TO TRANSFORM THE PROCESS BY WHICH PASTORS ARE ASSIGNED TO PARISHES, AND SUPPORTED THROUGH CRITICAL MINISTRY TRANSITIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $934,526 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $203,154 | RevenueAmt |
| Desc | CUSTOM TRAINING: ADDITIONAL $96,020 OF TRAINING PROVIDED THROUGH DONOR DIRECTED SUPPORT. CUSTOMIZED TRAINING SOLUTIONS TO MEET DIOCESAN AND PARISH LEADERSHIP OBJECTIVES. THIS INCLUDES THE ADMINISTRATION OF THE DISCIPLE MAKER INDEX SURVEY WHICH IS A TOOL THAT GATHERS COMPREHENSIVE FEEDBACK ABOUT PARISHIONERS' SPIRITUAL GROWTH THROUGH 75 QUESTIONS. THE RESULTING INSIGHT IS INVALUABLE: IT ENABLES PARISH LEADERSHIP TO MAKE DATA-DRIVEN DECISIONS REGARDING PRIORITIES THAT WILL ULTIMATELY HELP PARISHIONERS GROW IN FAITH. AS OF DECEMBER 31, 2022, 513,485 PARISHIONER RESPONSES HAVE BEEN RECORDED IN THE DMI SURVEY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $382,786 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $272,890 | RevenueAmt |
| Desc | TRAINING: PRIEST AND SEMINARIAN LEADERSHIP FORMATION AND SKILL BUILDING. PRIESTS AND SEMINARIANS RECEIVE WORLD CLASS LEADERSHIP DEVELOPMENT TRAINING THAT WILL EQUIP THEM TO BE BETTER LEADERS/PASTORS/PRIESTS. AS OF DECEMBER 31, 2022, 3,785 PRIESTS AND SEMINARIANS HAVE PARTICIPATED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $382,786 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $272,890 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,232,975 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 40 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 1 | Form8899Filedind |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6103631315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 LINDENWOOD DR 310 | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DANIEL CELLUCCI | |||||||
| CEO | 40.00 | Yes (X) | Yes (X) | $220,195 | $0 | $41,417 | |
| TIMOTHY C FLANAGAN | |||||||
| FOUNDER AND BOARD MEMBER | 30.00 | Yes (X) | Yes (X) | $167,137 | $0 | $5,405 | |
| WILLIAM OROSZ | |||||||
| CHAIRMAN | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARTHA ORTIZ | |||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BERNARDA NEAL | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN O'TOOLE | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS HEULE | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT NEAL | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE L GRYPP | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD CLARK | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES D DELANEY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL B LAVERGNE | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS STEPHEN | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW TALLEY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GLORIA KALMAN | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DREW PELOUBET | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CORCORAN | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LORI MIREK | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ARNIE SCHNEIDER | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WARD FITZGERALD | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GINNY KOEHLER | |||||||
| TREASURER, VP FIN & OPS(UNTIL 07/22) | 40.00 | Yes (X) | $161,468 | $0 | $17,333 | ||
| CHAD PEDDICORD | |||||||
| VP OF PHILANTHROPY | 40.00 | $227,395 | $0 | $20,630 | Yes (X) | ||
| MICHAEL SCHOOL | |||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $164,902 | $0 | $5,229 | Yes (X) | ||
| LUCILLE SMITH | |||||||
| VICE PRESIDENT | 40.00 | $156,337 | $0 | $7,438 | Yes (X) | ||
| REBECCA BOUDWIN | |||||||
| ASSOCIATE VP OF PHILANTHROPY | 40.00 | $143,403 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,240,837 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $97,452 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WESTFALL GROUP INC | |||||
| PO BOX 81712 | ATLANTA | GA | 30366 | DONOR FUNDRAISING AGENCY | $189,680 |
| YOUR PART-TIME CONTROLLER LLC | |||||
| PO BOX 1209 | MOUNT LAUREL | NJ | 08054 | ACCOUNTING | $183,460 |
| LVSYS CORPT (BUILDABLE) | |||||
| 620 NE 3RD ST | MCMINNVILLE | OR | 97128 | SOFTWARE & APP DEVELOPMENT SOLUTIONS | $119,107 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,497,642 | FundraisingAmt |
| All Other Contributions | $3,686,097 | AllOtherContributionsAmt |
| Noncash Contributions | $765,043 | NoncashContributionsAmt |
| Total Contributions | $7,183,739 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTICIPANT FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $1,522,311 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,522,311 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,522,311 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,698 | TotalRevenueColumnAmt |
| Exclusion | $28,698 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $737,118 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $728,031 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,087 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,087 | TotalRevenueColumnAmt |
| Exclusion | $9,087 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $72,358 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $3,497,642 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $610,304 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$537,946 | TotalRevenueColumnAmt |
| Exclusion | -$537,946 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,205,889 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,522,311 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$500,161 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,921 | TotalAmt |
| Program Services | $119,665 | ProgramServicesAmt |
| Management And General | $239,772 | ManagementAndGeneralAmt |
| Fundraising | $274,484 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,524,223 | TotalAmt |
| Program Services | $1,703,806 | ProgramServicesAmt |
| Management And General | $151,878 | ManagementAndGeneralAmt |
| Fundraising | $668,539 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,429 | TotalAmt |
| Program Services | $26,144 | ProgramServicesAmt |
| Management And General | $1,424 | ManagementAndGeneralAmt |
| Fundraising | $10,861 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,794 | TotalAmt |
| Program Services | $79,753 | ProgramServicesAmt |
| Management And General | $21,579 | ManagementAndGeneralAmt |
| Fundraising | $36,462 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,988 | TotalAmt |
| Program Services | $136,655 | ProgramServicesAmt |
| Management And General | $22,521 | ManagementAndGeneralAmt |
| Fundraising | $64,812 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,051 | TotalAmt |
| Program Services | $5,271 | ProgramServicesAmt |
| Management And General | $1,468 | ManagementAndGeneralAmt |
| Fundraising | $2,312 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,491 | TotalAmt |
| Program Services | $95,209 | ProgramServicesAmt |
| Management And General | $26,520 | ManagementAndGeneralAmt |
| Fundraising | $41,762 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,348 | TotalAmt |
| Program Services | $219,053 | ProgramServicesAmt |
| Management And General | $2,445 | ManagementAndGeneralAmt |
| Fundraising | $3,850 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,810 | TotalAmt |
| Program Services | $96,477 | ProgramServicesAmt |
| Management And General | $23,773 | ManagementAndGeneralAmt |
| Fundraising | $37,560 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,384 | TotalAmt |
| Program Services | $217,981 | ProgramServicesAmt |
| Management And General | $63,201 | ManagementAndGeneralAmt |
| Fundraising | $28,202 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,103 | TotalAmt |
| Program Services | $67,030 | ProgramServicesAmt |
| Management And General | $18,671 | ManagementAndGeneralAmt |
| Fundraising | $29,402 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,392 | TotalAmt |
| Program Services | $213,179 | ProgramServicesAmt |
| Fundraising | $38,213 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,433 | TotalAmt |
| Management And General | $6,433 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,464 | TotalAmt |
| Management And General | $26,464 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM MATERIALS | $154,676 | $154,676 | ||
| COMMUNICATION/STEWARDSH | $129,305 | $34,737 | $11,238 | $83,330 |
| BISHOP'S PROGRAM | $102,556 | $18,149 | $18,326 | $66,081 |
| BAD DEBT | $90,857 | $90,857 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,683 | TotalAmt |
| Program Services | $45,190 | ProgramServicesAmt |
| Fundraising | $36,493 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,381,908 | TotalAmt |
| Program Services | $3,232,975 | ProgramServicesAmt |
| Management And General | $726,570 | ManagementAndGeneralAmt |
| Fundraising | $1,422,363 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,210 | BOYAmt |
| EOY | $739,143 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,090,692 | BOYAmt |
| EOY | $13,608,193 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,546,573 | BOYAmt |
| EOY | $7,610,108 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,240 | BOYAmt |
| EOY | $134,591 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $226,481 | BOYAmt |
| EOY | $215,952 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,595 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,433 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $29,162 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,352,196 | BOYAmt |
| EOY | $22,337,149 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,977 | BOYAmt |
| EOY | $429,181 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,819 | BOYAmt |
| EOY | $180,587 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,075,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,796 | BOYAmt |
| EOY | $1,684,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,621,053 | BOYAmt |
| EOY | $5,519,586 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,207,347 | BOYAmt |
| EOY | $15,132,795 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,828,400 | BOYAmt |
| EOY | $20,652,381 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,352,196 | BOYAmt |
| EOY | $22,337,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,823,981 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,811,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,879,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,587,969 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,479,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,183,739 | CurrentTaxYearAmt |
| Total | $31,941,411 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,811,128 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,879,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,587,969 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,479,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,183,739 | CurrentTaxYearAmt |
| Total | $31,941,411 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,061,210 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,880,201 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,742 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,782 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,869 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,698 | CurrentTaxYearAmt |
| Total | $175,283 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $419,577 | CurrentTaxYearMinus1YearAmt |
| Total | $419,577 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $32,536,271 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,124,177 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.54950 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,595 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,433 | DepreciationAmt |
| Book Value | $29,162 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,162 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCES | Desc |
| Amt | $1,075,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,075,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,816,193 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $610,304 | OtherRevenueAmt |
| Revenue Not Reported | $610,304 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,205,889 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,205,889 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,992,212 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $610,304 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $610,304 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,381,908 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,381,908 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE INSTITUTE FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD HAS NO IMPACT ON CATHOLIC LEADERSHIP INSTITUTE'S FINANCIAL STATEMENTS. THE INSTITUTE HAS NOT BEEN AUDITED BY ANY TAXING AUTHORITY IN RECENT YEARS. THEREFORE, ALL YEARS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE IN THE EVENT THAT THE INSTITUTE'S TAX-EXEMPT STATUS IS CHALLENGED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENT EXPENSES 610,304. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENT EXPENSES 610,304. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VISION SUMMIT | Event1Nm |
| Gross Receipts Event1 | $3,570,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,497,642 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $72,358 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $68,408 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $72,358 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $469,538 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $3,570,000 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $3,497,642 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $72,358 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $68,408 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $72,358 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $469,538 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $610,304 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$537,946 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL CELLUCCI | ||||||||||||||
| CEO | $199,395 | $0 | $20,800 | $0 | $0 | $0 | $27,809 | $0 | $13,608 | $0 | $261,612 | $0 | $0 | $0 |
| CHAD PEDDICORD | ||||||||||||||
| VP OF PHILANTHROPY | $227,395 | $0 | $0 | $0 | $0 | $0 | $7,224 | $0 | $13,406 | $0 | $248,025 | $0 | $0 | $0 |
| GINNY KOEHLER | ||||||||||||||
| TREASURER, VP FIN & OPS(UNTIL 07/22) | $161,468 | $0 | $0 | $0 | $0 | $0 | $5,203 | $0 | $12,130 | $0 | $178,801 | $0 | $0 | $0 |
| TIMOTHY C FLANAGAN | ||||||||||||||
| FOUNDER AND BOARD MEMBER | $167,137 | $0 | $0 | $0 | $0 | $0 | $5,023 | $0 | $382 | $0 | $172,542 | $0 | $0 | $0 |
| MICHAEL SCHOOL | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $164,902 | $0 | $0 | $0 | $0 | $0 | $5,229 | $0 | $0 | $0 | $170,131 | $0 | $0 | $0 |
| LUCILLE SMITH | ||||||||||||||
| VICE PRESIDENT | $156,337 | $0 | $0 | $0 | $0 | $0 | $4,584 | $0 | $2,854 | $0 | $163,775 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | DANIEL CELLUCCI, CEO, PARTICIPATES IN AN IRC SEC 457(F) PLAN WHERE EACH YEAR THE PLAN AMOUNT IS CALCULATED AND HALF OF IT IS DEFERRED AND HALF IS PAID OUT IN THE FOLLOWING YEAR. THE TERMS OF THE PLAN ARE OUTLINED IN THE CEO'S EMPLOYMENT AGREEMENT, WHICH IS REGULARLY MONITORED BY THE COMPENSATION COMMITTEE OF THE BOARD. IN 2021 $20,800 OF THE DEFERRED COMPENSATION REPORTED ON SCHEDULE J, PART II, COLUMN (C) WAS FOR THE 457(F) PLAN. AS PER THE PLAN, THE OTHER HALF OF 2020 457(F) BONUS OF $20,800 WAS PAID OUT AND INCLUDED IN 2021 W-2 COMPENSATION ON SCHEDULE J, PART II, COLUMN B(II). | ExplanationTxt |
Schedule M IRS990ScheduleM
Intellectual Property IntellectualPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $20,882 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | CONTRACT PRICE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $716,236 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. STOCK VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FURNITURE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,925 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBERS REPORTED IN PART I COLUMN B REPRESENT THE NUMBER OF INDIVIDUAL CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, THE CEO, AND THE CHAIRS OF EACH COMMITTEE AND OTHERS AS NOMINATED BY THE NOMINATING AND GOVERNANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. THE EXECUTIVE COMMITTEE SHALL EXERCISE THE FULL AUTHORITY OF THE BOARD OF DIRECTORS AS NEEDED WHEN THE FULL BOARD DOES NOT MEET WITH THE EXCEPTION OF CHANGING THE CHARTER OR BYLAWS, ELECTING DIRECTORS AND OFFICERS, AND APPROVING THE ANNUAL BUDGET. |
| FORM 990, PART VI, SECTION A, LINE 2 | BERNARDA NEAL, BOARD MEMBER, AND ROBERT NEAL, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE AUDIT AND FINANCE COMMITTEE. THE BOD DELEGATED AUTHORITY TO APPROVE THE FORM 990 TO THE AUDIT AND FINANCE COMMITTEE. THE BOD IS INFORMED OF THE APPROVED FORM 990. EACH BOD MEMBER IS GIVEN A COMPLETE ELECTRONIC COPY PRIOR TO THE RETURN BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST STATEMENT IS COMPLETED ANNUALLY BY ALL BOARD MEMBERS AND ALL STAFF. NEW EMPLOYEES ALSO COMPLETE THE CONFLICT OF INTEREST STATEMENT AS PART OF THE NEW HIRE PROCESS. THE ANNUAL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED, SUMMARIZED, AND DISCUSSED WITH THE NOMINATING AND GOVERNANCE COMMITTEE. A SUMMARY IS PROVIDED TO THE BOARD OF DIRECTORS AT THE SUBSEQUENT BOARD MEETING. ALL FORMS ARE KEPT ON FILE AND AVAILABLE FOR REVIEW. SHOULD ANY CONFLICTS ARISE (WHICH THEY HAVE NOT) IT WOULD BE HANDLED BY THE CHAIRMAN OF THE BOARD AND MONITORED ACCORDINGLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO COMPENSATION - ANNUALLY, THE CEO IS REVIEWED BY THE BOARD CHAIR WITH INPUT FROM THE COMPENSATION COMMITTEE CHAIR AND ALL OTHER BOARD MEMBERS. THE COMPENSATION IS ASSESSED AFTER A REVIEW OF EXTERNAL SOURCES. THE COMPENSATION COMMITTEE RECOMMENDS TO THE BOARD, THE CEO'S MERIT INCREASE AND INCENTIVE/DEFERRED COMPENSATION AS DEFINED WITHIN THE EMPLOYMENT AGREEMENT. THE BOARD OF DIRECTORS DISCUSS THE CEO'S REVIEW AND RECOMMENDED COMPENSATION. THE BOARD APPROVES THE CEO'S COMPENSATION. THE DELIBERATIONS AND FINAL DECISIONS WERE TIMELY DOCUMENTED IN THE COMMITTEE AND BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15B: OTHER OFFICERS/KEY EMPLOYEES - THE FOUNDER'S COMPENSATION, IN THE ROLE OF MAJOR GIFT OFFICER, IS DETERMINED IN A SIMILAR PROCESS AS THE CEO, INCLUDING THE USE OF RELEVANT COMPARABILITY DATA, THE ONLY DIFFERENCE IS THE REVIEW IS CONDUCTED BY THE BOARD CHAIR WITH INPUT FROM THE CEO AND OTHER BOARD MEMBERS. THE COMPENSATION COMMITTEE RECOMMENDS TO THE BOARD THE FOUNDER'S MERIT INCREASE AND IF APPROPRIATE BONUS. COMPENSATION OF OTHER OFFICERS AND/OR KEY EMPLOYEES IS DETERMINED BY THE CEO IN RECOMMENDATION TO THE COMPENSATION COMMITTEE AFTER REVIEW OF INTERNAL AND EXTERNAL SOURCES AND APPROVED BY THE BOARD. THE DELIBERATION AND FINAL DECISION BY THE CEO AND COMPENSATION COMMITTEE OF ALL OFFICER/KEY EMPLOYEE COMPENSATION REVIEW WAS TIMELY DOCUMENTED IN THE COMMITTEE AND BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE CURRENT YEAR ANNUAL REPORT AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE, WWW.CATHOLICLEADERS.ORG |