2024-05-14T16:13:09-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2022-07-01 872870534 CATHOLIC COMMUNITY FOUNDATION - OHIO CATH 4192144870 1933 SPIELBUSCH AVE TOLEDO OH 43604 PHILIP RENDA EXECUTIVE DIRECTOR 4192144870 2024-05-10 1 PHILIP RENDA 999009999 0 JONATHAN RICHARDS P01311831 4197942000 2024-04-25 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z PHILIP RENDA 1933 SPIELBUSCH AVE TOLEDO OH 43604 9676062 0 X X 2021 OH THE CATHOLIC COMMUNITY FOUNDATION - OHIO HOLDS, INVESTS, AND DISTRIBUTES THIRD PARTY GIFTS FOR THE CHARITABLE MINISTRIES OF THE TOLEDO DIOCESE TO BENEFIT ROMAN CATHOLICS AND OTHERS LIVING WITHIN THE DIOCESE'S GEOGRAPHIC AREA. 11 11 0 11 0 0 2278187 9586549 0 0 0 89513 0 0 2278187 9676062 0 0 0 0 0 0 0 0 47269 1421537 2381466 1421537 2381466 856650 7294596 2894266 12505506 2037616 4075699 856650 8429807 THE CATHOLIC COMMUNITY FOUNDATION - OHIO HOLDS, INVESTS, AND DISTRIBUTES THIRD PARTY GIFTS FOR THE CHARITABLE MINISTRIES OF THE TOLEDO DIOCESE TO BENEFIT ROMAN CATHOLICS AND OTHERS LIVING WITHIN THE DIOCESE'S GEOGRAPHIC AREA. 0 0 2272940 THE LIVING CHRIST CAMPAIGN: THE GOAL OF THE LIVING CHRIST CAMPAIGN IS TO RAISE $65,000,000 TO BE SHARED 65% BY THE DIOCESE AND 35% BY THE PARISHES THAT ARE PART OF THE TOLEDO DIOCESE. 2272940 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 OH X X TOM ANTONINI 4192446711 1933 SPIELBUSCH AVE TOLEDO OH 43604 X LOUISE JACKSON CHAIR 1.00 X X 0 0 0 KEVIN KELLY VICE PRESIDENT 1.00 X X 0 0 0 DANIEL THOMAS DIRECTOR 1.00 X 0 0 0 CAROL RUSSELL SECRETARY 1.00 X X 0 0 0 CONNIE CRONIN DIRECTOR 1.00 X 0 0 0 GARRY PEIFFER DIRECTOR 1.00 X 0 0 0 GARY CORRIGAN DIRECTOR 1.00 X 0 0 0 MIKE HART DIRECTOR 1.00 X 0 0 0 RON GUERRA TREASURER 1.00 X X 0 0 0 JENNIFER KODER DIRECTOR 1.00 X 0 0 0 BILL MARTIN DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 CCS FUNDRAISING 155 NORTH WACKER SUITE 1790 CHICAGO IL 60606 CONSULTING 1902767 LETTER CONCEPTS INCORPORATED 33 MASSIRIO DRIVE PO BOX 436 BERLIN CT 06037 GIFT PROCESSING 160398 2 9586549 9586549 89513 89513 9676062 0 0 89513 X 61246 61246 11 11 2272940 2272940 PROCESSING FEES 40029 40029 OVERHEAD EXPENSES 7240 7240 2381466 2272940 61257 47269 2894266 5869829 0 201426 6434251 2894266 12505506 1048045 3867313 989571 208386 2037616 4075699 X -965548 -1122808 1822198 9552615 856650 8429807 2894266 12505506 7294596 278561 0 X X 0 1 X 1 0 X 2278187 9586549 11864736 2278187 9586549 11864736 418694 11446042 89513 89513 11954249 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO DIOCESE OF TOLEDO 165970 MISCELLANEOUS 243 MISCELLANEOUS - OTHER 42173 208386 X 9954612 278561 278561 9676051 11 11 9676062 2381455 0 2381455 11 11 2381466 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CONSEQUENTLY, NO PROVISION FOR INCOME TAXES IS REQUIRED. THE FOUNDATION DETERMINED THAT IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN 278,561. X X X X 1 CCS FUNDRAISING 155 NORTH WACKER SUITE 1790 CHICAGO IL 60606 LIVING CHRIST CAPITAL CAMPAIGN 1 9586549 1902767 7683782 9586549 1902767 7683782 SCHEDULE G, PART I, LINES I-VI IN THE FALL OF 2021, THE DIOCESE INITIATED A DIOCESAN-WIDE CAPITAL CAMPAIGN ENTITLED THE LIVING CHRIST CAMPAIGN (CAMPAIGN), WITH A GOAL OF RAISING $65,000,000. THE DIOCESE HAS ENGAGED THE FOUNDATION TO COLLECT, DISTRIBUTE, AND ACCOUNT FOR ALL FUNDS RAISED. THESE FUNDS ARE GENERALLY TO BE SHARED 65% DIOCESE AND 35% PARISHES, AND PLEDGE PAYMENTS ARE EXPECTED OVER A PERIOD OF APPROXIMATELY FIVE YEARS. A MAJORITY OF THE DIOCESE PORTION OF FUNDS RAISED DURING THE CAMPAIGN WILL BE RETAINED BY THE FOUNDATION IN THE FORM OF ENDOWMENT ACCOUNTS. ALL THIRD-PARTY EXPENSES NECESSARY TO CONDUCT THE CAMPAIGN WILL BE PAID FROM THE DIOCESE PORTION OF FUNDS RAISED, AND IT IS EXPECTED THAT THE MAJORITY OF THESE EXPENSES WILL OCCUR WITHIN THE FIRST TWO YEARS. THEREFORE, THE EXPENSES OF THE FOUNDATION WILL BE ABNORMALLY HIGH IN THE FIRST TWO YEARS, AS PLEDGE PAYMENTS ARE BEGINNING TO BE COLLECTED. THEN IN THE REMAINING YEARS OF THE CAMPAIGN, THE EXPENSES WILL TAPER OFF AS PLEDGE PAYMENTS CONTINUE TO BE COLLECTED. AT THE CONCLUSION OF THE ACTIVE FUND-RAISING PHASE OF THE CAMPAIGN, THE FOUNDATION INTENDS TO PURSUE OTHER ELEMENTS OF ITS MISSION, WHICH IS TO SUPPORT THE VARIOUS MINISTRIES OF THE DIOCESE AND ITS RELATED ECCLESIASTICAL ORGANIZATIONS, AS WELL AS OTHER ENTITIES AND GROUPS PROVIDING OUTREACH AND SERVICE TO INDIVIDUALS AND COMMUNITIES LOCATED WITHIN THE DIOCESE. FORM 990, PART VI, SECTION A, LINE 3 TOLEDO MANAGEMENT CORPORATION SERVES AS EXECUTIVE DIRECTOR TO HANDLE DAILY OPERATIONS AND PROGRAMS FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 WILL BE SHARED WITH ALL BOARD MEMBERS ASKING FOR ANY FEEDBACK OR QUESTIONS BEFORE FILING. THE AUDIT AND FINANCE COMMITTEE WILL REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. THE BOARD CHAIR MAKES THE DETERMINATION OF WHETHER A CONFLICT EXISTS. CONFLICTS ARE DOCUMENTED AND HANDLED ACCORDING TO THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THERE ARE NO DIRECTLY PAID EMPLOYEES AT THIS TIME, BUT THE INFORMATION EXISTS TO DETERMINE PROPER COMPENSATION LEVELS FOR EMPLOYEES IF/WHEN IT MAY BE NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST AND ITS FINANCIAL STATEMENTS WILL BE MADE AVAILABLE ON THE DIOCESE OF TOLEDO'S WEBSITE. FORM 990, PART IX, LINE 11G VARIOUS CONSULTING & PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,272,940. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,272,940. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PRIOR YEAR.