2019-11-15T10:50:08-06:00 2018-12-31 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2018-01-01 341908579 CATHOLIC COMMUNITY FOUNDATION CATH 2166966525 1404 EAST NINTH STREET CLEVELAND OH 44114 PATRICK J GRACE EXECUTIVE DIRECTOR 2166966525 2019-11-12 1 CHRISTOPHER B ANDERSON P00226559 2163630100 209.116.109.2 2019-11-12 11:50:00 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0B316B399EFEFC22F92101C2AC7A3AB7697B62CF 2018 2020-03-31 21:24:44Z PATRICK J GRACE 1404 EAST NINTH ST CLEVELAND OH 44114 87738583 0 0928 X WWW.CATHOLICOMMUNITY.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. 30 30 25 25 0 0 4153064 3152930 3082198 3129090 6531438 9932618 63457 761018 13830157 16975656 16039529 10047061 0 0 2132864 2141621 0 0 2019038 2187923 1395184 20360316 13583866 -6530159 3391790 155645553 153218177 31098874 39772869 124546679 113445308 CATHOLIC COMMUNITY FOUNDATION'S MISSION IS TO FOSTER FAITH-BASED STEWARDSHIP IN THE COMMUNITY FOR SPIRITUAL, EDUCATIONAL AND CHARITABLE BENEFIT FOR ALL. 0 0 11361907 10047061 3888875 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. THE NORTHEAST OHIO CATHOLIC COMMUNITY AGAIN CAME TOGETHER AS ONE FOR "#WEGIVECATHOLIC", AN ONLINE FUNDRAISING EFFORT, AND RAISED OVER $700,000 IN JUST 24 HOURS IN NOVEMBER, 2018. ALTHOUGH NOT SHOWN AS REVENUE ON FORM 990, THE FOUNDATION RAISED $15,654,687 PRIMARILY FOR THE CATHOLIC CHARITIES CORPORATION OF CLEVELAND IN 2018 THROUGH THE FOUNDATION'S ANNUAL APPEAL AND OTHER DONOR BEQUESTS AND GIFTS. 11361907 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 30 30 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 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 KATHLEEN PETRULIS 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 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 168278 0 22822 BARBARA KRAIG CHIEF FINANCIAL OFFICER 40.00 X 138096 0 11936 ROBERT HICKEY DIRECTOR OF DEVELOPMENT 40.00 X 106713 0 20108 413087 0 54866 3 0 1 0 ACADEMY GRAPHIC COMMUNICATIONS INC 1000 BROOKPARK RD CLEVELAND OH 44109 PRINTING & MAILING 200970 BLACKBAUD PO BOX 930256 ATLANTA GA 31193 SOFTWARE SERVICES 131748 AGILIS COMPANY PO BOX 969 ALBERT LEA MN 56007 DONATIONS PROCESSING 113861 3 101342 3051588 1597683 3152930 FUNDRAISING FEE FROM CATH CHAR CO 900099 2250000 2250000 FUNDRAISING FEE FROM CATHOLIC DIO 900099 874000 874000 STEWARD.&OTHER CONF.REV. 900099 5090 5090 3129090 2746870 2746870 77904709 70718961 7185748 7185748 7185748 45199 101342 43966 1233 1233 REDUCT.IN ALLOW.-UNCOLL.PLEDGES 900099 717424 717424 ADMINISTRATIVE FEE 900099 42361 42361 759785 16975656 3888875 0 9933851 10047061 10047061 341132 114390 28806 197936 1415230 467031 121480 826719 96025 33343 6189 56493 162461 62101 11721 88639 126773 41781 9574 75418 38000 38000 356312 356312 53495 13771 39724 37830 3568 34262 12708 4056 1218 7434 116701 95391 1275 20035 77145 77145 18497 1569 16928 27912 1518 1385 25009 6977 4535 2442 POSTAGE 180838 334 259 180245 PRINTING 171871 784 5336 165751 BANK FEES 149250 3557 145693 CAMPAIGN EXPENSES 105139 105139 42509 5332 6006 31171 13583866 11361907 202921 2019038 1636914 1599469 9734700 9316626 2223766 619738 11990 446 1008390 1003828 11218 4562 140554155 140267739 1472810 1409597 155645553 153218177 307822 172175 877950 1302279 29372535 37680597 540567 617818 31098874 39772869 X 8523174 8250513 85736306 74598358 30287199 30596437 124546679 113445308 155645553 153218177 X 3391790 -14513948 20787 X 0 1 X 1 0 X 1871287 2667570 1032992 4153064 3152930 12877843 1871287 2667570 1032992 4153064 3152930 12877843 2189951 10687892 2095425 2144128 2175359 2206346 2746870 11368128 48550 108300 39495 323904 45199 565448 24811419 15600603 0.43080 0.61380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25 1165677 373125 5213771 1 1 0 1 X 44762730 311637 -2140564 1690245 41243558 37710538 2285526 6440238 1673572 44762730 34951707 1165736 3006545 1413450 37710538 35206271 1383298 272206 1910068 34951707 32840352 1816104 2411552 1861737 35206271 0.04370 0.74180 0.21450 0 0 1008390 1003828 4562 4562 CHAR.GIFT ANNUITIES 617818 617818 X 2149362 -14513948 43966 -14469982 16619344 356312 356312 16975656 13271520 43966 43966 13227554 356312 356312 13583866 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 43,966. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXP.NETTED WITH REVENUE ON FORM 990, PART VIII, LINE 8 43,966. X X X X X X 1 RUFFALO NOEL LEVITZ LLC 65 KIRKWOOD NORTH RD SW CEDAR RAPIDS IA 52404 TELEFUNDING SERVICES 0 193072 43325 149747 193072 43325 149747 OH GOLF OUTING 146541 101342 45199 36661 300 7005 146541 101342 45199 36661 300 7005 43966 1233 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) 9725531 FMV SOCIAL SERVICES BLESSING HOUSE 5440 GROVE AVE LORAIN OH 44055 300130029 501(C)(3) 5000 FMV GENERAL 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) 5000 FMV GENERAL CATHOLIC MISSION AID INC 17826 BRIAN AVE CLEVELAND OH 44119 237299558 501(C)(3) 20000 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) 5000 FMV GENERAL COVENANT HOUSE ALASKA 755 A ST ANCHORAGE AK 99501 133419755 501(C)(3) 10000 FMV GENERAL DOMESTIC VIOLENCE CENTER&CHILD ADVOCACY CENTER PO BOX 5466 CLEVELAND OH 44101 341278377 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) 5000 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) 10000 FMV GENERAL HUMILITY OF MARY HOUSING INC 2251 FRONT ST STE 210 CUYAHOGA FALLS OH 44221 251592420 501(C)(3) 10000 FMV GENERAL MAGGIE'S PLACE 4001 N 30 ST PHOENIX AZ 85016 860972675 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) 50000 FMV GENERAL SOCIETY OF ST VINCENT DE PAUL 1404 E 9 ST CLEVELAND OH 44114 510434414 501(C)(3) 6000 FMV GENERAL ST EDWARD HIGH SCHOOL 13500 DETROIT AVE LAKEWOOD OH 44107 340737808 501(C)(3) 5270 FMV GENERAL ST IGNATIUS HIGH SCHOOL 1911 W 30 ST CLEVELAND OH 44113 501(C)(3) 7010 FMV GENERAL ST JOSEPH ACADEMY 3470 ROCKY RIVER DR CLEVELAND OH 44111 341618516 501(C)(3) 53250 FMV GENERAL ST JUDE PARISH 590 POPLAR ST ELYRIA OH 44035 501(C)(3) 10000 FMV GENERAL ST MALACHI CENTER 2416 SUPERIOR VIADUCT CLEVELAND OH 44113 341506478 501(C)(3) 5000 FMV GENERAL ST MARY PARISH - CLEVELAND 15519 HOLMES AVE CLEVELAND OH 44110 501(C)(3) 10000 FMV GENERAL ST MARY SEMINARY 28700 EUCLID AVE WICKLIFFE OH 44092 501(C)(3) 20000 FMV GENERAL THE BRIDGE AVENUE SCHOOL 5412 FRANKLIN BLVD CLEVELAND OH 44102 201904717 501(C)(3) 5000 FMV GENERAL THE REFUGEE RESPONSE 4115 BRIDGE AVE CLEVELAND OH 44113 300594051 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) 5000 FMV GENERAL YOUNG CATHOLIC PROFESSIONALS PO BOX 141072 CLEVELAND OH 44114 811759423 501(C)(3) 5000 FMV GENERAL YOUTH ARTS NEW YORK INC PO BOX 363 NEW YORK NY 10113 202662433 501(C)(3) 5000 FMV GENERAL 32 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 168278 0 0 0 0 0 5243 0 17579 0 191100 0 0 0 BARBARA KRAIG CHIEF FINANCIAL OFFICER 138096 0 0 0 0 0 4198 0 7738 0 150032 0 0 0 PART I, LINE 3 - ADDITIONAL INFORMATION REGARDING COMPARABILITY DATA: AS NOTED IN THE NARRATIVE ON SCHEDULE O FOR FORM 990, PART VI, LINE 15A, A SPECIAL COMMITTEE OF THE BOARD OF DIRECTORS WAS SELECTED TO REVIEW THE COMPENSATION OF THE EXECUTIVE DIRECTOR IN 2016. THE COMMITTEE REVIEWED NOT-FOR-PROFIT EXECUTIVE COMPENSATION IN LOCAL ORGANIZATIONS OF A SIMILAR SIZE AND STRUCTURE. ALL OF THE INDIVIDUALS INVOVLED IN THE REVIEW WERE INDEPENDENT OF THE EXECUTIVE DIRECTOR. X 69 1597683 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, CHIEF FINANCIAL OFFICER, 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 - IN 2016, A SPECIAL COMMITTEE OF THE BOARD OF DIRECTORS WAS SELECTED TO REVIEW THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE COMMITTEE REVIEWED NOT-FOR-PROFIT EXECUTIVE COMPENSATION IN LOCAL ORGANIZATIONS OF A SIMILAR SIZE AND STRUCTURE. SINCE THE REVIEW IN 2016, THE EXECUTIVE DIRECTOR HAS RECEIVED ONLY COST OF LIVING ADJUSTMENTS. ALL OF THE INDIVIDUALS INVOLVED IN THE REVIEW AND RECOMMENDATION OF THE COMPENSATION ADJUSTMENT WERE INDEPENDENT OF THE EXECUTIVE DIRECTOR. 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 20,787. 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 0 0 0 0 0 0 0 0