2020-11-16T09:01:55-06:00 2019-12-31 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2019-01-01 341908579 CATHOLIC COMMUNITY FOUNDATION CATH 2166966525 1404 EAST NINTH STREET CLEVELAND OH 44114 PATRICK J GRACE EXECUTIVE DIRECTOR 2166966525 2020-11-05 1 CHRISTOPHER B ANDERSON P00226559 2163630100 209.116.109.2 2020-11-05 10:07:16 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F31C6E7040B009470829250F0E45C8144456BC5D 2019 2021-01-29 14:40:06Z PATRICK J GRACE 1404 EAST NINTH ST CLEVELAND OH 44114 105188552 0 0928 X WWW.CATHOLICCOMMUNITY.ORG X 1999 OH CATHOLIC COMMUNITY FOUNDATION'S MISSION IS TO FOSTER FAITH-BASED STEWARDSHIP IN THE COMMUNITY FOR SPIRITUAL, EDUCATIONAL AND CHARITABLE BENEFIT FOR ALL. 32 32 25 25 0 0 3152930 12694029 3129090 3177770 9932618 6014895 761018 -123546 16975656 21763148 10047061 9129930 0 0 2141621 2167926 0 0 2095338 1395184 1521609 13583866 12819465 3391790 8943683 153218177 188288187 39772869 51207042 113445308 137081145 CATHOLIC COMMUNITY FOUNDATION'S MISSION IS TO FOSTER FAITH-BASED STEWARDSHIP IN THE COMMUNITY FOR SPIRITUAL, EDUCATIONAL AND CHARITABLE BENEFIT FOR ALL. 0 0 10524959 9129930 3208003 THE FOUNDATION MAKES APPROPRIATIONS OF FUNDS TO CATHOLIC AGENCIES AND INSTITUTIONS FOR RELIGIOUS, SOCIAL SERVICE, AND OTHER PURPOSES. THE APPROPRIATIONS HELPED NEARLY 400,000 PEOPLE IN NEED THROUGHOUT THE EIGHT-COUNTY CATHOLIC DIOCESE OF CLEVELAND THROUGH MORE THAN 150 PROGRAMS AND SERVICES AVAILABLE AT 60 SITES. 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. ALTHOUGH NOT SHOWN AS REVENUE ON FORM 990, THE FOUNDATION RAISED $15,138,399 PRIMARILY FOR THE CATHOLIC CHARITIES CORPORATION OF CLEVELAND IN 2019 THROUGH THE FOUNDATION'S ANNUAL APPEAL & OTHER DONOR GIFTS. 10524959 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 OH X JUSTIN TURK 2166966525 1404 EAST NINTH ST CLEVELAND OH 44114 FRED DEGRANDIS CHAIR 1.00 X 0 0 0 ROBERT ROGERS VICE CHAIR 1.00 X 0 0 0 DENNIS BODZIONY TREASURER 1.00 X 0 0 0 JOANNE ZEROSKE SECRETARY 1.00 X 0 0 0 J KEVIN BERNER DIRECTOR 1.00 X 0 0 0 REV JOSEPH CALLAHAN DIRECTOR 1.00 X 0 0 0 DIANA COLEGROVE DIRECTOR 1.00 X 0 0 0 JOSEPH CORRIGAN DIRECTOR 1.00 X 0 0 0 DIANE ROMAN FUSCO DIRECTOR 1.00 X 0 0 0 CHRISTOPHER GORMAN DIRECTOR 1.00 X 0 0 0 PHILIP KAUFMANN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER KELLY DIRECTOR 1.00 X 0 0 0 JOHN LEONBRUNO DIRECTOR 1.00 X 0 0 0 JOSEPH MAHOVLIC DIRECTOR 1.00 X 0 0 0 JAMES MASON DIRECTOR 1.00 X 0 0 0 KURT MCMAKEN DIRECTOR 1.00 X 0 0 0 ABRAHAM MILLER DIRECTOR 1.00 X 0 0 0 JT MULLEN DIRECTOR 1.00 X 0 0 0 JANICE MURPHY DIRECTOR 1.00 X 0 0 0 RAYMOND MURPHY DIRECTOR 1.00 X 0 0 0 TIMOTHY PANZICA DIRECTOR 1.00 X 0 0 0 KURT PACKER DIRECTOR 1.00 X 0 0 0 ANDREW REBHOLZ DIRECTOR 1.00 X 0 0 0 JAMES REDINGER DIRECTOR 1.00 X 0 0 0 MARIA O'NEIL RUDDOCK DIRECTOR 1.00 X 0 0 0 TODD SCHRADER DIRECTOR 1.00 X 0 0 0 ANDREW SCHULER DIRECTOR 1.00 X 0 0 0 MICHAEL SHAUGHNESSY DIRECTOR 1.00 X 0 0 0 ANDRE SMITH DIRECTOR 1.00 X 0 0 0 SARAH PHELPS SMITH DIRECTOR 1.00 X 0 0 0 GEORGE WASMER DIRECTOR 1.00 X 0 0 0 MICHAEL ZIEGLER DIRECTOR 1.00 X 0 0 0 PATRICK J GRACE EXECUTIVE DIRECTOR 40.00 X 170420 0 23658 BARBARA KRAIG CHIEF FIN.OFFICER(UNTIL 11/19) 40.00 X 156141 0 14622 ROBERT HICKEY DIRECTOR OF DEVELOPMENT 40.00 X 111946 0 22166 438507 0 60446 3 0 1 0 COMMUNITY COUNSELLING SERVICE CO LLC PO BOX 824885 PHILADELPHIA PA 19182 FUNDRAISING CONSULTING 418943 ACADEMY GRAPHIC COMMUNICATIONS INC 1000 BROOKPARK RD CLEVELAND OH 44109 PRINTING & MAILING 245323 HILTON CLEVELAND DOWNTOWN 100 LAKESIDE AVENUE E CLEVELAND OH 44104 FUNDRAISING EVENT 142192 AGILIS COMPANY PO BOX 969 ALBERT LEA MN 56007 DONATIONS PROCESSING 132540 MIDWEST DIRECT 2222 W 110TH STREET CLEVELAND OH 44102 MAILING SERVICES 109123 5 809597 11884432 2631971 12694029 FUNDRAISING FEE FROM CATH CHAR CO 900099 2300000 2300000 FUNDRAISING FEE FROM CATHOLIC DIO 900099 874000 874000 STEWARD.&OTHER CONF.REV. 900099 3770 3770 3177770 2876903 2876903 86233367 83095375 3137992 3137992 3137992 176250 809597 330029 -153779 -153779 ADMINISTRATIVE FEE 900099 30233 30233 30233 21763148 3208003 0 5861116 9129930 9129930 361318 135304 31045 194969 1401843 518821 124133 758889 85027 32517 5714 46796 191076 81766 11275 98035 128662 48962 9897 69803 39000 39000 347710 347710 205048 12361 192687 45402 1204 2236 41962 10851 4300 907 5644 116834 90578 727 25529 69177 67388 117 1672 48255 306 569 47380 25151 1840 1193 22118 2900 1885 1015 PRINTING 214360 2259 3332 208769 POSTAGE 205100 798 280 204022 BANK FEES 172134 3439 168695 OTHER 19687 6476 5858 7353 12819465 10524959 199168 2095338 1599469 356608 9316626 10502293 619738 6678942 446 64723 1027818 1006728 4562 21090 140267739 169101379 1409597 1563152 153218177 188288187 172175 336164 1302279 328987 37680597 49952048 617818 589843 39772869 51207042 X 8250513 9956255 105194795 127124890 113445308 137081145 153218177 188288187 X 8943683 14580309 111845 X 0 1 X 1 0 X 2667570 1032992 4153064 3152930 12258834 23265390 2667570 1032992 4153064 3152930 12258834 23265390 1820870 21444520 2144128 2175359 2206346 2746870 2876903 12149606 108300 39495 323904 45199 611445 1128343 36543339 15723444 0.58680 0.43080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27 244590 364405 6124517 1 1 0 1 X 41243558 449221 8787953 1925688 48555044 44762730 311637 -2140564 1690245 41243558 37710538 2285526 6440238 1673572 44762730 34951707 1165736 3006545 1413450 37710538 35206271 1383298 272206 1910068 34951707 0.04400 0.63930 0.31670 0 0 1027818 1006728 21090 21090 CHAR.GIFT ANNUITIES 589843 589843 X 36325776 14580309 330029 14910338 21415438 347710 347710 21763148 12801784 330029 330029 12471755 347710 347710 12819465 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 IS A NOT-FOR-PROFIT CORPORATION 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. THE FOUNDATION'S FEDERAL INFORMATION AND TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXP.NETTED WITH REVENUE ON FORM 990, PART VIII, LINE 8 330,029. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXP.NETTED WITH REVENUE ON FORM 990, PART VIII, LINE 8 330,029. X X X X X X 1 RUFFALO NOEL LEVITZ LLC 65 KIRKWOOD NORTH RD SW CEDAR RAPIDS IA 52404 TELEFUNDING SERVICES 0 149587 43086 106501 149587 43086 106501 OH ALLELUIA BALL 985847 809597 176250 165030 62767 102232 985847 809597 176250 165030 62767 102232 330029 -153779 PART I, LINE 2B - COMPENSATION PROVIDED TO PROFESSIONAL FUNDRAISER: 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. 1 SECRETARIATS OF CATHOLIC DIOCESE OF CLEVE 1404 E NINTH ST CLEVELAND OH 44114 340714558 501(C)(3) 8917650 FMV SOCIAL SERVICES BOYS AND GIRLS CLUB OF CLEVELAND 6114 BROADWAY AVE CLEVELAND OH 44127 340770686 501(C)(3) 5000 FMV GENERAL BOYS HOPE GIRLS HOPE OF NE OHIO 9619 GARFIELD BLVD GARFIELD HTS OH 44125 341534921 501(C)(3) 9000 FMV GENERAL BUILDING HOPE IN THE CITY PO BOX 93568 CLEVELAND OH 44101 331072830 501(C)(3) 5000 FMV GENERAL CATHOLIC MISSION AID INC 17826 BRIAN AVE CLEVELAND OH 44119 237299558 501(C)(3) 20000 FMV GENERAL CITY MISSION 5310 CARNEGIE AVE CLEVELAND OH 44103 340760586 501(C)(3) 5000 FMV GENERAL CITY YEAR CLEVELAND 820 PROSPECT AVE E CLEVELAND OH 44115 222882549 501(C)(3) 5000 FMV GENERAL COMMUNITY SERVICE ALLIANCE 4001 TRENT AVE CLEVELAND OH 44109 201418132 501(C)(3) 10000 FMV GENERAL COVENANT HOUSE ALASKA 755 A ST ANCHORAGE AK 99501 133419755 501(C)(3) 12500 FMV GENERAL DAMASCUS CATHOLIC MISSION 7550 RAMEY RD CENTERBURG OH 43011 501(C)(3) 5000 FMV GENERAL DOMESTIC VIOLENCE CENTER&CHILD ADVOCACY CENTER PO BOX 5466 CLEVELAND OH 44101 341278377 501(C)(3) 5000 FMV GENERAL EFFECTIVE LEADERSHIP ACADEMY 4480 RICHMOND RD WARRENSVILLE OH 44128 263385437 501(C)(3) 5000 FMV GENERAL FAMILY PROMISE OF GREATER CLEVELAND 3470 E 152 ST CLEVELAND OH 44120 341598710 501(C)(3) 10000 FMV GENERAL FILL THIS HOUSE INC 28914 BUCHANAN DR BAY VILLAGE OH 44140 261169865 501(C)(3) 12500 FMV GENERAL FRANCISCAN UNIVERSITY 1235 UNIVERSITY BLVD STEUBENVILLE OH 43952 340714818 501(C)(3) 5250 FMV GENERAL GREATER CLEVELAND FOODBANK 15500 S WATERLOO RD CLEVELAND OH 44110 341292848 501(C)(3) 5000 FMV GENERAL HOUSE OF CHAMPIONS 2066 W 47 ST CLEVELAND OH 44102 462613015 501(C)(3) 5000 FMV GENERAL JOSEPH'S HOME 2412 COMMUNITY COLLEGE AVE CLEVELAND OH 44115 341901676 501(C)(3) 10000 FMV GENERAL MALACHI HOUSE 2810 CLINTON AVE CLEVELAND OH 44113 341598707 501(C)(3) 10000 FMV GENERAL MAY DUGAN CENTER 4115 BRIDGE AVE CLEVELAND OH 44113 237061949 501(C)(3) 10000 FMV GENERAL SOCIETY OF ST VINCENT DE PAUL 1404 E 9 ST CLEVELAND OH 44114 510434414 501(C)(3) 5000 FMV GENERAL ST EDWARD HIGH SCHOOL 13500 DETROIT AVE LAKEWOOD OH 44107 340737808 501(C)(3) 5280 FMV GENERAL ST IGNATIUS HIGH SCHOOL 1911 W 30 ST CLEVELAND OH 44113 501(C)(3) 6750 FMV GENERAL THE BRIDGE AVENUE SCHOOL 5412 FRANKLIN BLVD CLEVELAND OH 44102 201904717 501(C)(3) 5000 FMV GENERAL THE METANOIA PROJECT INC 4399 W 19TH ST CLEVELAND OH 44109 262788076 501(C)(3) 5000 FMV GENERAL UNIVERSITY OF NOTRE DAME 724 GRACE HALL NOTRE DAME IN 46556 350868188 501(C)(3) 5000 FMV GENERAL URBAN COMMUNITY SCHOOL 4909 LORAIN AVE CLEVELAND OH 44102 346608706 501(C)(3) 5000 FMV GENERAL WEST SIDE CATHOLIC CENTER 3135 LORAIN AVE CLEVELAND OH 44113 341244687 501(C)(3) 16000 FMV GENERAL YOUTH ARTS NEW YORK INC PO BOX 363 NEW YORK NY 10113 202662433 501(C)(3) 5000 FMV GENERAL 29 PART I, LINE 2: MONITORING USE OF GRANT FUNDS - GRANTEES ARE REQUIRED TO PROVIDE PERIODIC REPORTING OF THE USE OF THE FUNDS. X 0 0 0 0 0 0 0 0 0 PATRICK J GRACE EXECUTIVE DIRECTOR 170420 0 0 0 0 0 7384 0 16274 0 194078 0 0 0 BARBARA KRAIG CHIEF FIN.OFFICER(UNTIL 11/19) 156141 0 0 0 0 0 7174 0 7448 0 170763 0 0 0 PART I, LINE 3 - ADDITIONAL INFORMATION REGARDING COMPENSATION DATA: 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, THE DIOCESE OF CLEVELAND COMPLETED A COMPENSATION BENCHMARKING STUDY THAT INCLUDED THE FOUNDATION'S EXECUTIVE DIRECTOR POSITION. SINCE 2018, THE EXECUTIVE DIRECTOR'S ANNUAL COMPENSATION ADJUSTMENTS HAVE LARGELY REFLECTED COST OF LIVING ADJUSTMENTS. ALL MEMBERS OF THE 2016 SPECIAL COMMITTEE OF THE BOARD WERE INDEPENDENT OF THE EXECUTIVE DIRECTOR, AND THE DIOCESE'S COMPENSATION BENCHMARKING STUDY IN 2018 WAS COMPLETED BY PEOPLE WHO ALL WERE INDEPENDENT OF THE EXECUTIVE DIRECTOR. X 61 2631971 FMV 0 1 1 PART I, LINE 32B: 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. 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 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 11B FORM 990 PROVIDED TO THE GOVERNING BODY - THE FOUNDATION BELIEVES THAT DONOR INFORMATION IS PRIVATE AND CONFIDENTIAL. AS SUCH, IT HAS PROVIDED FORM 990 TO ITS BOARD MEMBERS WITH THE NAMES AND ADDRESSES OF DONORS REDACTED FROM SCHEDULE B. BECAUSE OF THIS DECISION, WE ARE REQUIRED TO ANSWER THE QUESTION ON LINE 11A OF PART VI "NO" BECAUSE A COMPLETE COPY OF FORM 990 WAS NOT PROVIDED TO THE BOARD BEFORE THE TAX RETURN WAS FILED. HOWEVER, THE BOARD RECEIVED ALL PAGES OF FORM 990 WITH THE REDACTED DONOR INFORMATION ON THE PAGES OF SCHEDULE B. 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 111,845. CATHOLIC DIOCESE OF CLEVELAND 1404 E NINTH ST CLEVELAND OH 44114 340714558 RELIGIOUS OH 501(C)(3) LINE 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0