CATHOLIC COMMUNITY FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC COMMUNITY FOUNDATION (EIN 34-1908579)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202313179349309201
- Schema version
- 2022v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T15:09:16-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340677006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALONEY NOVOTNY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE SUITE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441142540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341908579 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 2166966525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 EAST NINTH STREET | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK J GRACE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2166966525 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICK | PersonFirstNm |
| Person Last | GRACE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER B ANDERSON | PreparerPersonNm |
| PTIN | P00226559 | PTIN |
| Phone | 2163630100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICK J GRACE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 EAST NINTH ST | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $108,226,354 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CATHOLICCOMMUNITY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | CATHOLIC COMMUNITY FOUNDATION'S MISSION IS TO FOSTER FAITH-BASED STEWARDSHIP IN THE COMMUNITY FOR SPIRITUAL, EDUCATIONAL AND CHARITABLE BENEFIT FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $34,744,585 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,092,666 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,821,860 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,003,658 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,281,616 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,078,785 | CYInvestmentIncomeAmt |
| PY Other Revenue | $110,840 | PYOtherRevenueAmt |
| CY Other Revenue | $123,386 | CYOtherRevenueAmt |
| PY Total Revenue | $49,958,901 | PYTotalRevenueAmt |
| CY Total Revenue | $14,298,495 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $22,471,305 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $26,752,646 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,964,043 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,057,305 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,730,912 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,449,458 | PYOtherExpensesAmt |
| CY Other Expenses | $1,192,550 | CYOtherExpensesAmt |
| PY Total Expenses | $26,884,806 | PYTotalExpensesAmt |
| CY Total Expenses | $30,002,501 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,074,095 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$15,704,006 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $245,499,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $207,218,161 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $64,785,758 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,852,864 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $180,713,368 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $144,365,297 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CATHOLIC COMMUNITY FOUNDATION'S MISSION IS TO FOSTER FAITH-BASED STEWARDSHIP IN THE COMMUNITY FOR SPIRITUAL, EDUCATIONAL AND CHARITABLE BENEFIT FOR ALL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,880,342 | ExpenseAmt |
| Grant | $14,754,481 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | IN 2019, THE FOUNDATION INITIATED THE "HEART OF A SHEPHERD CAMPAIGN" TO FUND THE URGENT NEED FOR CAPITAL RENOVATIONS OF BORROMEO SEMINARY AND ST. MARY SEMINARY, TO ADD TO THE PRIESTS' RETIREMENT FUND, AND TO PROVIDE RELIEF TO NEWLY ORDAINED PRIESTS WHO HAVE STUDENT LOANS OUTSTANDING, AND PROVIDE AN OPPORTUNITY FOR OUR PARISHES ACROSS THE DIOCESE TO RAISE FUNDS FOR PRESSING LOCAL NEEDS. OF THE 179 DIOCESES IN THE UNITED STATES, ONLY 30 HAVE THEIR OWN FREE-STANDING SEMINARY. THERE ARE 81 SEMINARIANS AT BORROMEO AND SAINT MARY SEMINARIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,627,935 | ExpenseAmt |
| Grant | $4,407,005 | GrantAmt |
| Revenue | $570,770 | RevenueAmt |
| Desc | THE FOUNDATION ENGAGES IN CHARITABLE FUNDRAISING AND GRANT-MAKING ACTIVITIES TO SUPPORT TUITION ASSISTANCE, CURRICULUM ENHANCEMENT, AND PROGAMMATIC NEEDS OF CATHOLIC ELEMENTARY AND SECONDARY SCHOOLS AND CATECHETICAL SERVICES. THE CATHOLIC DIOCESE OF CLEVELAND IS THE FIFTH LARGEST CATHOLIC SCHOOL SYSTEM IN THE UNITED STATES, AND THE LARGEST PRIVATE OR PUBLIC SCHOOL SYSTEM IN THE STATE OF OHIO. MORE THAN 39,000 STUDENTS ARE ENROLLED IN 109 CATHOLIC ELEMENTARY AND SECONDARY SCHOOLS IN THE DIOCESE OF CLEVELAND. MORE THAN 4,000 STUDENTS RECEIVE NEED-BASED TUITION ASSISTANCE ANNUALLY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,489,126 | ExpenseAmt |
| Grant | $1,380,955 | GrantAmt |
| Revenue | $2,267,496 | RevenueAmt |
| Desc | THE FOUNDATION ENGAGES IN CHARITABLE FUNDRAISING AND GRANT-MAKING ACTIVITIES FOR CLEVELAND CATHOLIC DIOCESAN AGENCIES AND INSTITUTIONS. ALTHOUGH NOT SHOWN AS REVENUE ON FORM 990, THE FOUNDATION RAISED $25,494,791 PRIMARILY FOR THE CATHOLIC CHARITIES CORPORATION OF CLEVELAND IN 2022 THROUGH THE FOUNDATION'S ANNUAL APPEAL AND OTHER DONOR GIFTS. CATHOLIC CHARITIES HEALTH AND HUMAN SERVICES IS BUILT AROUND A COMPREHENSIVE APPROACH TO DELIVERING SERVICES CONCENTRATED AROUND FOUR AREAS: CHILDREN AND FAMILIES, BASIC ASSISTANCE, DISABILITIES, AND OLDER ADULTS. CATHOLIC CHARITIES HAS OVER 150 SERVICES AT 60 LOCATIONS THROUGHOUT THE DIOCESE OF CLEVELAND - CUYAHOGA, ASHLAND, GEAUGA, LAKE, LORAIN, MEDINA, SUMMIT, AND WAYNE COUNTIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,964,958 | ExpenseAmt |
| Grant | $6,210,205 | GrantAmt |
| Revenue | $215,510 | RevenueAmt |
| Desc | OTHER CHARITABLE FUNDRAISING AND GRANT-MAKING ACTIVITIES FOR CLEVELAND CATHOLIC DIOCESAN AGENCIES AND INSTITUTIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,964,958 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,210,205 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $215,510 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $27,962,361 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 24 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | 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 | JUSTIN TURK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2166966525 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 EAST NINTH ST | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ANDREW SCHULER | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW REBHOLZ | |||||||
| VICE CHAIR & TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIA O'NEIL RUDDOCK | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J KEVIN BERNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS BODZIONY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV STEVEN BRUNOVSKY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANA COLEGROVE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH CORRIGAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED DEGRANDIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LORRAINE FRANKINO DODERO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE ROMAN FUSCO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REV VINCENT HAWK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY KEEFE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER KELLY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK LEGAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN LEONBRUNO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH MAHOVLIC | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES MASON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KURT MCMAKEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANICE MURPHY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KURT PACKER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY PANZICA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT ROGERS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GERALD SCHROER JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD SCHULTZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SHAUGHNESSY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDRE SMITH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH PHELPS SMITH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE WASMER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGARET WONG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ZIEGLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK J GRACE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $193,136 | $0 | $29,369 | Yes (X) | ||
| MARY LOUISE OZIMEK | |||||||
| ASST. EXECUTIVE DIRECTOR | 40.00 | $119,924 | $0 | $11,095 | Yes (X) | ||
| FRED ROBERTS | |||||||
| DIR.OF DEVELOP.FOR EDUCATION | 40.00 | $108,127 | $0 | $27,778 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $421,187 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $68,242 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ACADEMY GRAPHIC COMMUNICATIONS INC | |||||
| 1000 BROOKPARK RD | CLEVELAND | OH | 44109 | PRINTING & MAILING | $303,698 |
| HILTON CLEVELAND DOWNTOWN | |||||
| 100 LAKESIDE AVE E | CLEVELAND | OH | 44104 | EVENT HOSTING SERVICES | $119,049 |
| MIDWEST DIRECT | |||||
| 2222 W 110TH ST | CLEVELAND | OH | 44102 | MAILING | $105,267 |
| AGILIS COMPANY | |||||
| PO BOX 969 | ALBERT LEA | MN | 56007 | DONATIONS PROCESSING | $104,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $164,410 | FundraisingAmt |
| All Other Contributions | $9,928,256 | AllOtherContributionsAmt |
| Noncash Contributions | $2,572,432 | NoncashContributionsAmt |
| Total Contributions | $10,092,666 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FUNDRAISING FEE FROM CATH CHAR CO | 900099 | $2,267,496 | $2,267,496 |
| FUNDRAISING FEE FROM CATHOLIC DIO | 900099 | $736,162 | $736,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,003,658 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,917,134 | TotalRevenueColumnAmt |
| Exclusion | $2,917,134 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $91,654,377 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $93,492,726 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,838,349 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,838,349 | TotalRevenueColumnAmt |
| Exclusion | -$1,838,349 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $508,401 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $164,410 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $435,133 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,268 | TotalRevenueColumnAmt |
| Exclusion | $73,268 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $50,118 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,118 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $50,118 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,298,495 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,053,776 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,152,053 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,752,646 | TotalAmt |
| Program Services | $26,752,646 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,505 | TotalAmt |
| Program Services | $70,051 | ProgramServicesAmt |
| Management And General | $23,390 | ManagementAndGeneralAmt |
| Fundraising | $129,064 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,426,196 | TotalAmt |
| Program Services | $441,220 | ProgramServicesAmt |
| Management And General | $156,066 | ManagementAndGeneralAmt |
| Fundraising | $828,910 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,679 | TotalAmt |
| Program Services | $29,000 | ProgramServicesAmt |
| Management And General | $6,349 | ManagementAndGeneralAmt |
| Fundraising | $47,330 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,570 | TotalAmt |
| Program Services | $72,104 | ProgramServicesAmt |
| Management And General | $15,786 | ManagementAndGeneralAmt |
| Fundraising | $117,680 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,355 | TotalAmt |
| Program Services | $42,215 | ProgramServicesAmt |
| Management And General | $9,242 | ManagementAndGeneralAmt |
| Fundraising | $68,898 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,820 | TotalAmt |
| Program Services | $6,365 | ProgramServicesAmt |
| Management And General | $8,275 | ManagementAndGeneralAmt |
| Fundraising | $31,180 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,043 | TotalAmt |
| Program Services | $391,043 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,093 | TotalAmt |
| Program Services | $16,544 | ProgramServicesAmt |
| Management And General | $21,508 | ManagementAndGeneralAmt |
| Fundraising | $81,041 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,306 | TotalAmt |
| Program Services | $1,310 | ProgramServicesAmt |
| Management And General | $2,432 | ManagementAndGeneralAmt |
| Fundraising | $75,564 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,636 | TotalAmt |
| Program Services | $12,305 | ProgramServicesAmt |
| Management And General | $9,714 | ManagementAndGeneralAmt |
| Fundraising | $12,617 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,092 | TotalAmt |
| Program Services | $97,399 | ProgramServicesAmt |
| Management And General | $691 | ManagementAndGeneralAmt |
| Fundraising | $52,002 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,756 | TotalAmt |
| Program Services | $26,598 | ProgramServicesAmt |
| Management And General | $49,158 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,692 | TotalAmt |
| Program Services | $1,058 | ProgramServicesAmt |
| Management And General | $1,965 | ManagementAndGeneralAmt |
| Fundraising | $21,669 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,704 | TotalAmt |
| Program Services | $257 | ProgramServicesAmt |
| Management And General | $478 | ManagementAndGeneralAmt |
| Fundraising | $6,969 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,379 | TotalAmt |
| Program Services | $1,182 | ProgramServicesAmt |
| Management And General | $2,197 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BANK FEES | $151,112 | $949 | $1,763 | $148,400 |
| CREATIVE SERVICES | $52,337 | $52,337 | ||
| PRINTING | $32,698 | $115 | $214 | $32,369 |
| POSTAGE | $24,882 | $24,882 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,002,501 | TotalAmt |
| Program Services | $27,962,361 | ProgramServicesAmt |
| Management And General | $309,228 | ManagementAndGeneralAmt |
| Fundraising | $1,730,912 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,078,385 | BOYAmt |
| EOY | $3,386,655 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,883,313 | BOYAmt |
| EOY | $22,680,791 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,065,851 | BOYAmt |
| EOY | $12,365,266 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,200 | BOYAmt |
| EOY | $8,150 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $77,913 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $67,865 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,427 | BOYAmt |
| EOY | $10,048 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,306,254 | BOYAmt |
| EOY | $162,988,528 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,338,564 | BOYAmt |
| EOY | $4,373,943 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,801,132 | BOYAmt |
| EOY | $1,404,780 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,499,126 | BOYAmt |
| EOY | $207,218,161 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $397,671 | BOYAmt |
| EOY | $503,979 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,279,018 | BOYAmt |
| EOY | $1,962,819 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,340,250 | BOYAmt |
| EOY | $59,926,179 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,819 | BOYAmt |
| EOY | $459,887 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,785,758 | BOYAmt |
| EOY | $62,852,864 | 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 | $11,459,863 | BOYAmt |
| EOY | $9,416,734 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,253,505 | BOYAmt |
| EOY | $134,948,563 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,713,368 | BOYAmt |
| EOY | $144,365,297 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,499,126 | BOYAmt |
| EOY | $207,218,161 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$15,704,006 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$20,638,839 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$5,226 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $3,152,930 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,258,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,891,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,744,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,135,335 | CurrentTaxYearAmt |
| Total | $74,183,330 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,152,930 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,258,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,891,646 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,744,585 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,135,335 | CurrentTaxYearAmt |
| Total | $74,183,330 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,993,611 | SubstantialContributorsTotAmt |
| Public Support Total170 | $69,189,719 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,746,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,876,903 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,606,546 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,575,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,917,134 | CurrentTaxYearAmt |
| Total | $13,722,515 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,233 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $26,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,818 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,268 | CurrentTaxYearAmt |
| Total | $160,608 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $88,066,453 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $15,271,973 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78570 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77370 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 31 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $594,825 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $494,810 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,409,614 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,586,572 | BeginningYearBalanceAmt |
| Contributions | $812,881 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,986,681 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,486,767 | GrantsOrScholarshipsAmt |
| End Year Balance | $48,926,005 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,673,402 | BeginningYearBalanceAmt |
| Contributions | $1,418,739 | ContributionsAmt |
| Investment Earnings Or Losses | $6,555,370 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,060,939 | GrantsOrScholarshipsAmt |
| End Year Balance | $59,586,572 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,555,044 | BeginningYearBalanceAmt |
| Contributions | $49,151 | ContributionsAmt |
| Investment Earnings Or Losses | $7,450,665 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,381,458 | GrantsOrScholarshipsAmt |
| End Year Balance | $53,673,402 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,243,558 | BeginningYearBalanceAmt |
| Contributions | $449,221 | ContributionsAmt |
| Investment Earnings Or Losses | $8,787,953 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,925,688 | GrantsOrScholarshipsAmt |
| End Year Balance | $48,555,044 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,762,730 | BeginningYearBalanceAmt |
| Contributions | $311,637 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,140,564 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,690,245 | GrantsOrScholarshipsAmt |
| End Year Balance | $41,243,558 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03605 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68090 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28305 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,913 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,865 | DepreciationAmt |
| Book Value | $10,048 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,048 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHAR.GIFT ANNUITIES | Desc |
| Amt | $459,887 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $459,887 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | FUNDS HELD IN TRUST FOR OTHERS - THE FOUNDATION HOLDS FUNDS FOR OTHER ORGANIZATIONS WITHIN THE CATHOLIC DIOCESE OF CLEVELAND. THESE FUNDS ARE AVAILABLE TO THE RESPECTIVE ORGANIZATIONS UPON REQUEST. THE FOUNDATION INCLUDES THE FUNDS ON ITS BALANCE SHEET AS AN ASSET (CASH) AND AS A LIABILITY SINCE THE FUNDS DO NOT BELONG TO THE FOUNDATION. |
| PART V, LINE 4: | USES OF ENDOWMENT FUNDS - THE FOUNDATION UTILIZES ITS ENDOWMENT FUNDS TO FUND THE VARIOUS OPERATING SECRETARIATS (HEALTH AND HUMAN SERVICES, EDUCATION, PARISH LIFE AND DEVELOPMENT, CHANCERY, AND CLERGY AND RELIGIOUS) OF THE CATHOLIC DIOCESE OF CLEVELAND. |
| PART X, LINE 2: | FIN 48/ASC 740 FOOTNOTE - THE FOUNDATION AND THE ANGEL SCHOLARSHIP FUND (A RELATED ORGANIZATION) ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION BELIEVES THAT THERE IS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 KIRKWOOD NORTH RD SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING SERVICES | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $120,846 | GrossReceiptsAmt |
| Retained By Contractor | $42,943 | RetainedByContractorAmt |
| Net To Organization | $77,903 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $120,846 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $42,943 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $77,903 | TotalNetToOrganizationAmt |
| Licensed States | OH | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $135,898 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $37,490 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $98,408 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $43,745 | OtherDirectExpensesEvent1Amt |
| Event2 | ALLELUIA BALL | Event2Nm |
| Gross Receipts Event2 | $536,913 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $126,920 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $409,993 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $101,049 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $32,500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $257,839 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $672,811 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $164,410 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $508,401 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $101,049 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $32,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $301,584 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $435,133 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $73,268 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2B - COMPENSATION PROVIDED TO PROFESSIONAL FUNDRAISER: | FormAndLineReferenceDesc |
| Explanation | COMPENSATION PROVIDED TO RUFFALO NOEL LEVITZ, LLC WAS NOT BASED ON THE AMOUNT OF CONTRIBUTIONS COLLECTED BUT WAS INSTEAD A FIXED FEE FOR THE SERVICES PROVIDED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (40 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| SECRETARIATS OF CATHOLIC DIOCESE OF CLEVE | ||||||||
| 1404 ENINTH STREET | CLEVELAND | OH | 44114 | 340714558 | 501(C)(3) | $25,922,349 | $0 | SOCIAL SERVICES |
| PARTNERSHIP SCHOOLS | ||||||||
| 1011 FIRST AVENUE STE 1800 | NEW YORK | NY | 10022 | 133976873 | 501(C)(3) | $150,000 | $0 | GENERAL |
| BENEDICTINE HIGH SCHOOL | ||||||||
| 2900 MARTIN LUTHER KING JR DRIVE | CLEVELAND | OH | 441044898 | 501(C)(3) | $20,000 | $0 | GENERAL | |
| BOYS HOPE GIRLS HOPE OF NORTHEASTERN OHIO | ||||||||
| 9619 GARFIELD BLVD | GARFIELD HTS | OH | 44125 | 341534921 | 501(C)(3) | $10,000 | $0 | GENERAL |
| THE BRIDGE AVENUE SCHOOL | ||||||||
| 3389 FULTON ROAD | CLEVELAND | OH | 44109 | 201904717 | 501(C)(3) | $10,000 | $0 | GENERAL |
| BUILDING HOPE IN THE CITY | ||||||||
| 2038 WEST 29TH STREET | CLEVELAND | OH | 44113 | 331072830 | 501(C)(3) | $7,500 | $0 | GENERAL |
| CLEVELAND CENTRAL CATHOLIC HIGH SCHOOL | ||||||||
| 6550 BAXTER AVENUE | CLEVELAND | OH | 44105 | 501(C)(3) | $25,000 | $0 | GENERAL | |
| COVENANT HOUSE ALASKA | ||||||||
| PO BOX 100620 | ANCHORAGE | AK | 99501 | 133419755 | 501(C)(3) | $20,000 | $0 | GENERAL |
| THE EDNA HOUSE FOR WOMEN | ||||||||
| PO BOX 602686 | CLEVELAND | OH | 44102 | 501(C)(3) | $20,000 | $0 | GENERAL | |
| FAMILY PROMISE OF GREATER CLEVELAND | ||||||||
| 3470 E 152ND STREET | CLEVELAND | OH | 44120 | 341598710 | 501(C)(3) | $12,000 | $0 | GENERAL |
| GREATER CLEVELAND FOOD BANK INC | ||||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | 341292848 | 501(C)(3) | $10,000 | $0 | GENERAL |
| HUMILITY OF MARY HOUSING INC | ||||||||
| 2251 FRONT ST STE 210 | CUYAHOGA FALLS | OH | 44221 | 251592420 | 501(C)(3) | $10,000 | $0 | GENERAL |
| JOSEPH'S HOME | ||||||||
| 2412 COMMUNITY COLLEGE AVENUE | CLEVELAND | OH | 44115 | 341901676 | 501(C)(3) | $10,000 | $0 | GENERAL |
| MALACHI HOUSE | ||||||||
| 2810 CLINTON AVENUE | CLEVELAND | OH | 44109 | 341598707 | 501(C)(3) | $10,000 | $0 | GENERAL |
| MAY DUGAN CENTER | ||||||||
| 4115 BRIDGE AVENUE | CLEVELAND | OH | 44113 | 237061949 | 501(C)(3) | $10,000 | $0 | GENERAL |
| ST JOSEPH ACADEMY | ||||||||
| 3470 ROCKY RIVER DRIVE | CLEVELAND | OH | 44111 | 341618516 | 501(C)(3) | $10,000 | $0 | GENERAL |
| ST MARTIN DE PORRES HIGH SCHOOL | ||||||||
| 6111 LAUSCHE AVENUE | CLEVELAND | OH | 44103 | 522401852 | 501(C)(3) | $15,000 | $0 | GENERAL |
| ST MARTIN DE PORRES HIGH SCHOOL | ||||||||
| 6111 LAUSCHE AVE | CLEVELAND | OH | 44111 | 522401852 | 501(C)(3) | $15,000 | $0 | GENERAL |
| ST PAUL'S COMMUNITY OUTREACH | ||||||||
| 4427 FRANKLIN BLVD | CLEVELAND | OH | 44113 | 202904281 | 501(C)(3) | $10,000 | $0 | GENERAL |
| CATHOLIC DIOCESE OF CLEVELAND | ||||||||
| 1404 ENINTH STREET-5TH FLOOR | CLEVELAND | OH | 44114 | 501(C)(3) | $10,000 | $0 | GENERAL | |
| URBAN COMMUNITY SCHOOL | ||||||||
| 4909 LORAIN AVENUE | CLEVELAND | OH | 44102 | 346608706 | 501(C)(3) | $15,000 | $0 | GENERAL |
| WEST SIDE CATHOLIC CENTER | ||||||||
| 3135 LORAIN AVENUE | CLEVELAND | OH | 44113 | 341244687 | 501(C)(3) | $10,000 | $0 | GENERAL |
| GESU SCHOOL | ||||||||
| 2450 MIRAMAR | UNIVERSITY HTS | OH | 44118 | 501(C)(3) | $8,000 | $0 | GENERAL | |
| CATHEDRAL OF ST JOHN THE EVANGELIST | ||||||||
| 1007 SUPERIOR AVENUE NE | CLEVELAND | OH | 44114 | 340716744 | 501(C)(3) | $15,000 | $0 | GENERAL |
| RESURRECTION OF OUR LORD PARISH | ||||||||
| 32001 CANNON ROAD | SOLON | OH | 44139 | 501(C)(3) | $25,000 | $0 | GENERAL | |
| PARTNERS IN MISSION LLC | ||||||||
| 8 NICKLAUS WAY | MASHPEE | MA | 02649 | 263307338 | 501(C)(3) | $25,000 | $0 | GENERAL |
| PARTNERS IN MISSION LLC | ||||||||
| 8 NICKLAUS WAY | MASHPEE | MA | 02649 | 263307338 | 501(C)(3) | $25,000 | $0 | GENERAL |
| ST CASIMIR PARISH | ||||||||
| 18022 NEFF ROAD | CLEVELAND | OH | 44119 | 501(C)(3) | $20,000 | $0 | GENERAL | |
| CNEWA (CATHOLIC NEAR EAST WELFARE ASSN) | ||||||||
| 1011 FIRST AVENUE FC15 | NEW YORK | NY | 101220236 | 501(C)(3) | $10,000 | $0 | GENERAL | |
| ST MARY PARISH-CLEVELAND | ||||||||
| 15519 HOLMES AVENUE | CLEVELAND | OH | 441102497 | 501(C)(3) | $20,000 | $0 | GENERAL | |
| THE SOCIETY FOR THE PROPAGATION OF FAITH | ||||||||
| 70 W 36TH FL 8 | NEW YORK | NY | 101380448 | 501(C)(3) | $10,000 | $0 | GENERAL | |
| CATHOLIC MISSION AID INC | ||||||||
| 18519 UNDERWOOD AVE | CLEVELAND | OH | 44119 | 237299558 | 501(C)(3) | $20,000 | $0 | GENERAL |
| SACRED HEART CHAPEL-LORAIN | ||||||||
| 4301 PEARL AVENUE | LORAIN | OH | 44055 | 501(C)(3) | $10,000 | $0 | GENERAL | |
| PARTNERS IN MISSION LLC | ||||||||
| 8 NICKLAUS WAY | MASHPEE | MA | 02649 | 263307338 | 501(C)(3) | $7,159 | $0 | GENERAL |
| PARTNERSHIP SCHOOLS | ||||||||
| 1011 FIRST AVENUE STE 1800 | NEW YORK | NY | 10022 | 133976873 | 501(C)(3) | $92,038 | $0 | GENERAL |
| PARTNERS IN MISSION LLC | ||||||||
| 8 NICKLAUS WAY | MASHPEE | MA | 02649 | 263307338 | 501(C)(3) | $25,000 | $0 | GENERAL |
| GESU SCHOOL | ||||||||
| 2450 MIRAMAR | UNIVERSITY HTS | OH | 44118 | 501(C)(3) | $8,000 | $0 | GENERAL | |
| CHESTERTON ACADEMY OF AKRON | ||||||||
| 433 MISSION DR | AKRON | OH | 44301 | 501(C)(3) | $10,000 | $0 | GENERAL | |
| CROSS CATHOLIC OUTREACH | ||||||||
| 2700 NORTH MILITARY TRAIL STE 300 | BOCA RATON | FL | 334273908 | 501(C)(3) | $10,000 | $0 | GENERAL | |
| SS JOSEPH & JOHN SCHOOL | ||||||||
| 12580 PEARL RD | STRONGSVILLE | OH | 44136 | 501(C)(3) | $15,600 | $0 | GENERAL | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 41 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONITORING USE OF GRANT FUNDS - GRANTEES ARE REQUIRED TO PROVIDE PERIODIC REPORTING OF THE USE OF THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK J GRACE | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $193,136 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,688 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $20,681 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $222,505 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 - ADDITIONAL INFORMATION REGARDING COMPENSATION DATA: | FormAndLineReferenceDesc |
| Explanation | THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED ANNUALLY BY THE FOUNDATION'S SOLE MEMBER IN CONSULTATION WITH THE BOARD AS WARRANTED AND CONSISTENT WITH THE ANNUAL BUDGET APPROVED BY THE BOARD AND SOLE MEMBER WHICH INCLUDES SALARY ADJUSTMENTS FOR ALL POSITIONS INCLUDING THE EXECUTIVE DIRECTOR. IN 2016, A SPECIAL COMMITTEE OF THE FOUNDATION'S BOARD OF DIRECTORS REVIEWED THE EXECUTIVE DIRECTOR'S COMPENSATION IN COMPARISION TO THE COMPENSATION OF EXECUTIVES OF OTHER LOCAL NOT-FOR-PROFIT ORGANIZATIONS OF SIMILAR SIZE AND STRUCTURE. IN 2018 AND 2021, THE DIOCESE OF CLEVELAND COMPLETED A COMPENSATION BENCHMARKING STUDY THAT INCLUDED THE FOUNDATION'S EXECUTIVE DIRECTOR POSITION. ALL MEMBERS OF THE 2016 SPECIAL COMMITTEE OF THE BOARD WERE INDEPENDENT OF THE EXECUTIVE DIRECTOR, AND THE DIOCESE'S COMPENSATION BENCHMARKING STUDIES IN 2018 AND 2021 WERE COMPLETED BY PEOPLE WHO ALL WERE INDEPENDENT OF THE EXECUTIVE DIRECTOR. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 129 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,572,432 | 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | USE OF THIRD PARTIES - THE FOUNDATION USES A BROKER TO SELL ITS DONATED SECURITIES. THE BROKER'S FEES ARE AT FAIR MARKET VALUE AND ARE IN ACCORDANCE WITH FEES CHARGED TO OTHER CUSTOMERS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBER OF THE CORPORATION - THE SOLE MEMBER OF THE FOUNDATION IS THE BISHOP OF THE CATHOLIC DIOCESE OF CLEVELAND. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBER'S POWER OF APPOINTMENT - THE BISHOP OF THE DIOCESE OF CLEVELAND, AS THE FOUNDATION'S SOLE MEMBER, HAS THE POWER TO ELECT AND REMOVE THE ELECTED DIRECTORS. THE SOLE MEMBER ALSO HAS THE POWER TO ELECT HONORARY DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | APPROVAL RIGHTS OF THE MEMBER - CERTAIN DECISIONS OF THE FOUNDATION'S GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE SOLE MEMBER. THESE DECISIONS ARE LIMITED IN ARTICLE I, SECTION 1.2 OF THE FOUNDATION'S AMENDED CODE OF REGULATIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 PROVIDED TO BOARD OF DIRECTORS - THE FOUNDATION PROVIDED A COPY OF FORM 990 TO THE BOARD BEFORE IT WAS FILED. HOWEVER, DUE TO THE CONFIDENTIAL NATURE OF DONOR INFORMATION, THE DONORS' NAMES AND ADDRESSES WERE REDACTED FROM SCHEDULE B ON THE COPY PROVIDED TO THE BOARD. THEREFORE, WE ARE REQUIRED TO ANSWER "NO" TO THE QUESTION IN PART VI, LINE 11A ABOUT PROVIDING A COMPLETE COPY OF THE 990 TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW OF FORM 990 - THE FORM 990 IS REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR, THE DIOCESAN CONTROLLER, AND THE AUDIT COMMITTEE OF THE FOUNDATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING AND ENFORCEMENT OF CONFLICT POLICY - DIRECTORS ARE ANNUALLY GIVEN CONFLICT DISCLOSURE FORMS WHICH ARE REVIEWED FOR ANY INCIDENTS OF CONFLICT. IF A CONFLICT ARISES, THE PERSON IS NOT PERMITTED TO VOTE NOR PARTICIPATE IN THE DISCUSSION OF THE TRANSACTION. THE DECISION IS MADE BY PEOPLE INDEPENDENT OF THE INDIVIDUAL WITH THE CONFLICT. THIS PROCESS AND THE DELIBERATIONS, WHEN NECESSARY, ARE DOCUMENTED IN THE MINUTES OF THE BOARD OR ITS COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION REVIEW AND APPROVAL - SEE NARRATIVE ON SCHEDULE J, PART III. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC DISCLOSURE OF DOCUMENTS - THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED ON THE FOUNDATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF ASSETS FROM OTHER CLEVELAND DIOCESAN ENTITIES -5,226. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| CATHOLIC DIOCESE OF CLEVELAND | ||||||||||
| 1404 E NINTH ST | CLEVELAND | OH | 44114 | 340714558 | RELIGIOUS | OH | 501(C)(3) | LINE 1 | 0 | |
| SCHOLARSHIP GRANTING ORGOF CATHOLIC COMM FDN DBA ANGEL SCHOLARSHIP FUND | ||||||||||
| 1404 E NINTH ST | CLEVELAND | OH | 44114 | 873652751 | SCHOLARSHIP GRANTS | OH | 501(C)(3) | LINE 7 | Yes (1) | CCF |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |