CATHOLIC COMMUNITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC COMMUNITY FOUNDATION (EIN 34-1908579)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201223199349300037
- Schema version
- 2011v1.3
- 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) |
|---|---|---|
| Timestamp | 2012-11-14T09:43:57-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALONEY NOVOTNY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVENUE SUITE 700 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341908579 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % BARBARA KRAIG | InCareOfName |
| Name Control | CATH | NameControl |
| Phone | 2166966525 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 EAST NINTH STREET | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICK J GRACE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Date Signed | 2012-10-29 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER B ANDERSON | Name |
| Phone | 2163630100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PATRICK J GRACE EXECDIR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 EAST NINTH ST | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 79764278 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 0928 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CATHOLICOMMUNITYFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | CATHOLIC COMMUNITY FOUNDATION'S MISSION IS TO FOSTER FAITH-BASED STEWARDSHIP IN THE COMMUNITY FOR THE SPIRITUAL, EDUCATIONAL AND CHARITABLE BENEFIT OF ALL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 34 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 11808508 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 44844478 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2608701 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2652729 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 6216950 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5067819 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 66660 | OtherRevenuePriorYear |
| Other Revenue Current Year | 63375 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20700819 | TotalRevenuePriorYear |
| Total Revenue Current Year | 52628401 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5671148 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7444707 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1566194 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2009332 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 67240 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 82095 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3691905 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2198990 | OtherExpensePriorYear |
| Other Expenses Current Year | 3621332 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9503572 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13157466 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 11197247 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 39470935 | RevenuesLessExpensesCY |
| Total Assets BOY | 88255475 | TotalAssetsBOY |
| Total Assets EOY | 125922539 | TotalAssetsEOY |
| Total Liabilities BOY | 8289886 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12298158 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 79965589 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 113624381 | NetAssetsOrFundBalancesEOY |
| Mission Description | CATHOLIC COMMUNITY FOUNDATION'S MISSION IS TO FOSTER FAITH-BASED STEWARDSHIP IN THE COMMUNITY FOR SPIRITUAL, EDUCATIONAL AND CHARITABLE BENEFIT FOR ALL. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 7444707 | Expense |
| Grants | 7444707 | Grants |
| Revenue | 2700646 | Revenue |
| Description | THE FOUNDATION MAKES APPROPRIATIONS OF FUNDS TO CATHOLIC AGENCIES AND INSTITUTIONS FOR RELIGIOUS, SOCIAL SERVICE, AND OTHER PURPOSES | Description |
| Total Program Service Expense | 7444707 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 34 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | BARBARA KRAIG | NamePerson |
| Telephone Number | 2166966525 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 EAST NINTH ST | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| PATRICK AULETTA | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| J KEVIN BERNER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| BISHOP RICHARD G LENNON | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DENNIS BODZIONY | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| BARBARA BROWN | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| THEODORE CASTELE | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| PAUL CLARK | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DEBORAH COOK | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| FRED DEGRANDIS | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| DIANE FUSCO | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| PHILIP KAUFMANN | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| FR MICHAEL LANNING | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JOHN LEONBRUNO | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JOSEPH MAHOVLIC | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| RICHARD MARSH | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JAMES MASON | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| PHILIP MAYNARD | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| PATRICK MCCARTAN | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| SAMUEL MILLER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| RAYMOND MURPHY | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| LINDA OLEJKO | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| TIMOTHY PANZICA | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| JAMES REDINGER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| ROBERT ROGERS | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| MICHAEL SHAUGHNESSY | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| THOMAS SULLIVAN | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| GEORGE WASMER | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| PATRICK GRACE | ||||||
| EXECUTIVE DIRECTOR | 40.0 | 138168 | 0 | 15315 | X | |
| BARBARA KRAIG | ||||||
| CHIEF FINANCIAL OFFICER | 40.0 | 115189 | 0 | 13698 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 253357 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 29013 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BLACKBAUD | |||||
| PO BOX 930256 | ATLANTA | GA | 311930256 | SOFTWARE SERVICES | 111310 |
| COMMUNITY COUNSELING SERVICE CO LL | |||||
| PO BOX 27462 | NEW YORK | NY | 10087 | FUNDRAISING COUNSEL. | 1815556 |
| ACADEMY GRAPHIC COMMUNICATION INC | |||||
| 1000 BROOKPARK RD | CLEVELAND | OH | 44109 | PRINTING & MAILING | 215051 |
| MARTIN ALVES | |||||
| 232 SUMMIT STREET | MARION | OH | 43302 | FUNDRAISING COUNSEL. | 102148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 75745 | FundraisingEvents |
| All Other Contributions | 44768733 | AllOtherContributions |
| Noncash Contributions | 1064976 | NoncashContributions |
| Total Contributions | 44844478 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FUNDRAISING FEE FROM CATH CHAR CORP | 900099 | 1875000 | 1875000 |
| FUNDRAISING FEE FROM CATHOLIC DIOCESE | 900099 | 775614 | 775614 |
| STEWARDSHIP CONFERENCE INCOME | 900099 | 2115 | 2115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2652729 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1742154 | TotalRevenueColumn |
| Exclusion | $1,742,154 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30427750 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 27102085 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3325665 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3325665 | TotalRevenueColumn |
| Exclusion | $3,325,665 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 49250 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 75745 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 33792 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15458 | TotalRevenueColumn |
| Exclusion | $15,458 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 47917 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47917 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 47917 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52628401 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2700646 | RelatedOrExemptFunctionIncome |
| Exclusion | $5,083,277 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7444707 | Total |
| Program Services | 7444707 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282370 | Total |
| Management And General | 187437 | ManagementAndGeneral |
| Fundraising | 94933 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1340508 | Total |
| Management And General | 728599 | ManagementAndGeneral |
| Fundraising | 611909 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81451 | Total |
| Management And General | 52679 | ManagementAndGeneral |
| Fundraising | 28772 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186523 | Total |
| Management And General | 116744 | ManagementAndGeneral |
| Fundraising | 69779 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118480 | Total |
| Management And General | 69794 | ManagementAndGeneral |
| Fundraising | 48686 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17301 | Total |
| Management And General | 17301 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53000 | Total |
| Management And General | 41000 | ManagementAndGeneral |
| Fundraising | 12000 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82095 | Total |
| Fundraising | 82095 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352904 | Total |
| Management And General | 176452 | ManagementAndGeneral |
| Fundraising | 176452 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1942264 | Total |
| Management And General | 112821 | ManagementAndGeneral |
| Fundraising | 1829443 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70495 | Total |
| Management And General | 14784 | ManagementAndGeneral |
| Fundraising | 55711 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41033 | Total |
| Management And General | 21078 | ManagementAndGeneral |
| Fundraising | 19955 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143064 | Total |
| Management And General | 63110 | ManagementAndGeneral |
| Fundraising | 79954 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118970 | Total |
| Management And General | 80803 | ManagementAndGeneral |
| Fundraising | 38167 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89973 | Total |
| Management And General | 24512 | ManagementAndGeneral |
| Fundraising | 65461 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23294 | Total |
| Management And General | 21136 | ManagementAndGeneral |
| Fundraising | 2158 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81405 | Total |
| Management And General | 81405 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| POSTAGE | 274684 | 5499 | 269185 |
| PRINTING | 229847 | 36598 | 193249 |
| BANK FEES | 106202 | 97766 | 8436 |
| SPECIAL PROJECTS | 56277 | 56277 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20619 | Total |
| Management And General | 15059 | ManagementAndGeneral |
| Fundraising | 5560 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13157466 | Total |
| Program Services | 7444707 | ProgramServices |
| Management And General | 2020854 | ManagementAndGeneral |
| Fundraising | 3691905 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4646039 | BOY |
| EOY | 12958180 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6272852 | BOY |
| EOY | 9865023 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8095473 | BOY |
| EOY | 40279394 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11700 | BOY |
| EOY | 24358 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1048321 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 645592 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 409855 | BOY |
| EOY | 402729 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67712554 | BOY |
| EOY | 61361340 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1107002 | BOY |
| EOY | 1031515 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88255475 | BOY |
| EOY | 125922539 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1279721 | BOY |
| EOY | 3938492 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1486409 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6613123 | BOY |
| EOY | 6404282 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 397042 | BOY |
| EOY | 468975 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8289886 | BOY |
| EOY | 12298158 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7030692 | BOY |
| EOY | 5895054 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51986192 | BOY |
| EOY | 86709776 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20948705 | BOY |
| EOY | 21019551 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79965589 | BOY |
| EOY | 113624381 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88255475 | BOY |
| EOY | 125922539 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 39470935 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -5812143 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC DIOCESE OF CLEVELAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714558 | EIN |
| Type Of Organization | 01 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $13,591,983 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 13591983 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 11 | NumberDAFsHeld |
| Donor Advised Contributions | 10040 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 293195 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 3652114 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26854884 | BeginningOfYearBalance |
| Contributions | 116962 | Contributions |
| Investment Earnings Or Losses | -522076 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1436318 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 25013452 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24150284 | BeginningOfYearBalance |
| Contributions | 731906 | Contributions |
| Investment Earnings Or Losses | 3407982 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1395288 | GrantsOrScholarships |
| Other Expenditures | 40000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 26854884 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36771199 | BeginningOfYearBalance |
| Contributions | 85364 | Contributions |
| Investment Earnings Or Losses | 6357358 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2264546 | GrantsOrScholarships |
| Other Expenditures | 16799091 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 24150284 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 52431045 | BeginningOfYearBalance |
| Contributions | 339796 | Contributions |
| Investment Earnings Or Losses | -13860538 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2622134 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 36288169 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.05306 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.82318 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12376 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1048321 | OtherCostOrOtherBasis |
| Depreciation | 645592 | Depreciation |
| Book Value | 402729 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 402729 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHAR.GIFT ANNUITIES | Description |
| Amount | $468,975 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 468975 | TotalOfAmounts |
| Total Revenue | 52628401 | TotalRevenue |
| Total Expenses | 13157466 | TotalExpenses |
| Excess Or Deficit For Year | 39470935 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -5879504 | NetUnrealizedGLOnInvestments |
| Other | $67,361 | OtherAmount |
| Total Adjustments | -5812143 | TotalAdjustments |
| Excess Or Deficit Per FS | 33658792 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 47111327 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -5879504 | NetUnrealizedGainsInvestments |
| Other Revenues | 362430 | OtherRevenues |
| Revenue Not Rptd F990 | -5517074 | RevenueNotRptdF990 |
| Revenue Subtotal | 52628401 | RevenueSubtotal |
| Total Revenue Per Form990 | 52628401 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13519896 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 362430 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 362430 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13157466 | ExpensesSubtotal |
| Total Expenses Per Form990 | 13157466 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FUNDS HELD IN TRUST FOR OTHERS EXPLANATION, | PART IV, LINE 2B: | 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. |
| USES OF ENDOWMENT FUNDS, | PART V, LINE 4: | 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. |
| OTHER CHANGES IN NET ASSETS, | PART XI, LINE 8: | TRANSFER IN OF ASSETS FROM THE FINANCE OFFICE OF THE DIOCESE OF CLEVELAND: $67,361 |
| OTHER ADJUSTMENT TO REVENUE, | PART XII, LINE 2D: | FUNDRAISING EXPENSES NETTED WITH FUNDRAISING REVENUE ON FORM 990, PART VIII, LINE 8: $33,792; AUDITED FINANCIAL STATEMENTS' RECLASSIFICATION FOR ROOTED IN FAITH CAMPAIGN: $328,638; TOTAL: $362,430 |
| OTHER ADJUSTMENT TO EXPENSES, | PART XIII, LINE 2D: | FUNDRAISING EXPENSES NETTED WITH FUNDRAISING REVENUE ON FORM 990, PART VIII, LINE 8: $33,792; AUDITED FINANCIAL STATEMENTS' RECLASSIFICATION FOR ROOTED IN FAITH CAMPAIGN: $328,638; TOTAL: $362,430 |
| FIN 48 FOOTNOTE, | PART X, LINE 2: | INCOME TAXES - 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | RUFFALO CODY LLC | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3018 | AddressLine1 |
| City | CEDAR RAPIDS | City |
| State | IA | State |
| ZIP Code | 52406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEFUNDING SERVICES | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 372440 | GrossReceipts |
| Amount Retained By Contractor | 82095 | AmountRetainedByContractor |
| Net To Organization | 290345 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 372440 | TotalGrossReceipts |
| Total Retained By Contractors | 82095 | TotalRetainedByContractors |
| Total Net To Organization | 290345 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 124995 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 75745 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 49250 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 33792 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 124995 | GrossReceiptsTotal |
| Charitable Contributions Total | 75745 | CharitableContributionsTotal |
| Gross Revenue Total Events | 49250 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 33792 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 33792 | DirectExpenseSummaryEvents |
| Net Income Summary | 15458 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECRETARIATS OF THE CATHOLIC DIOCESE OF CLEVELAND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 EAST NINTH STREET | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 340718368 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 7444707 | AmountOfCashGrant |
| Method Of Valuation | BOOK | MethodOfValuation |
| Purpose Of Grant | SOCIAL SVCS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING USE OF GRANT FUNDS, | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | GRANTEES ARE REQUIRED TO PROVIDE PERIODIC REPORTING OF THE USE OF THE FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PATRICK GRACE | NamePerson |
| Base Compensation Filing Org | 138168 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 4275 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 11040 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 153483 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 108 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1064976 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | USE OF THIRD PARTIES, | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MEMBER OF THE CORPORATION, | FORM 990, PART VI, LINE 6: | THE SOLE MEMBER OF THE FOUNDATION IS THE BISHOP OF THE CATHOLIC DIOCESE OF CLEVELAND. |
| MEMBER'S POWER OF APPOINTMENT, | FORM 990, PART VI, LINE 7A: | 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. |
| APPROVAL RIGHTS OF THE MEMBER, | FORM 990, PART VI, LINE 7B: | CERTAIN DECISIONS OF THE FOUNDATION'S GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE SOLE MEMBER. THESE DECISIONS ARE LISTED IN ARTICLE I, SECTION 1.2 OF THE FOUNDATION'S AMENDED CODE OF REGULATIONS. |
| REVIEW OF FORM 990, | FORM 990, PART VI, LINE 11B: | 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. |
| MONITORING AND ENFORCEMENT OF CONFLICT POLICY, | FORM 990, PART VI, LINE 12C: | 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. |
| COMPENSATION REVIEW AND APPROVAL, | FORM 990, PART VI, LINE 15: | IN 2011 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. BASED UPON THAT STUDY, THE SPECIAL COMMITTEE RECOMMENDED A SALARY ADJUSTMENT WHICH WAS APPROVED BY THE SOLE MEMBER. ALL OF THE INDIVIDUALS INVOLVED IN THE REVIEW AND RECOMMENDATION OF THE COMPENSATION ADJUSTMENT WERE INDEPENDENT OF THE EXECUTIVE DIRECTOR. |
| PUBLIC DISCLOSURE OF DOCUMENTS, | FORM 990, PART VI, LINE 19: | THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED ON THE FOUNDATION'S WEBSITE. |
| OTHER CHANGES IN NET ASSETS, | FORM 990, PART XI, LINE 5: | UNREALIZED LOSS ON INVESTMENTS: ($5,879,504); TRANSFER IN OF ASSETS FROM THE FINANCE OFFICE OF THE DIOCESE OF CLEVELAND: $67,361; TOTAL: ($5,812,143) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC DIOCESE OF CLEVELAND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7911 DETROIT AVENUE | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714558 | EIN |
| Primary Activities | RELIGIOUS | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 1 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |