2023-02-07T15:22:21-06:00 2022-06-30 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 990 2021-07-01 611294640 CATHOLIC EDUCATION FOUNDATION INC CATH 5025852747 401 W MAIN STREET 806 LOUISVILLE KY 40202 RICHARD A LECHLEITER PRESIDENT 5025852747 2023-02-06 1 RICHARD LECHLEITER 999009999 ANGELA N CRAWFORD CPA P00573197 5029923500 2023-02-06 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z RICHARD A LECHLEITER 401 W MAIN STREET 806 LOUISVILLE KY 40202 9842225 0 X WWW.CEFLOU.ORG X 1995 KY TO PROMOTE THE GROWTH AND VITALITY OF CATHOLIC EDUCATION IN THE ARCHDIOCESE OF LOUISVILLE. 24 24 9 0 0 0 9981157 7914779 0 0 1096153 909134 -60807 -142139 11016503 8681774 3666775 4335197 0 0 1026154 1178743 0 0 1015020 534136 608756 5227065 6122696 5789438 2559078 37599863 34954329 203790 350122 37396073 34604207 X THE CATHOLIC EDUCATION FOUNDATION IS DEDICATED TO THE GROWTH AND VITALITY OF CATHOLIC EDUCATION IN THE ARCHDIOCESE OF LOUISVILLE. THE FOUNDATION ADVANCES ITS MISSION PRIMARILY THROUGH TUITION ASSISTANCE GRANTS TO FAMILIES WHO CANNOT AFFORD THE FULL COST OF TUITION IN CATHOLIC ELEMENTARY SCHOOLS IN CENTRAL KENTUCKY. 0 0 4580827 4335197 GRANTS WERE PROVIDED FOR TUITION ASSISTANCE TO CATHOLIC SCHOOL FAMILIES, TECHNOLOGY ENHANCEMENTS AT PARISHES AND SCHOOLS, PROFESSIONAL DEVELOPMENT OF FACULTY AND STAFF, AND RELIGIOUS EDUCATION PROGRAMS. 4580827 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 44 1 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 0 0 KY X THE ORGANIZATION 5025852747 401 W MAIN STREET 806 LOUISVILLE KY 40202 CHARLES J DAHLEM CHAIRMAN 3.00 X X 0 0 0 MOST REV SHELTON J FABRE VICE-CHAIRMAN (TERM BEG FY 2022) 1.00 X X 0 0 0 MOST REV JOSEPH E KURTZ DD VICE-CHAIRMAN (TERM END FY 2022) 1.00 X X 0 0 0 JANE C MORREAU TREASURER 1.00 X X 0 0 0 TODD A KLIMEK CHAIR ELECT/PAST TREASURER 2.00 X X 0 0 0 JOSEPH L LANDENWICH SECRETARY 1.00 X X 0 0 0 DAVID A DURIK DIRECTOR 1.00 X 0 0 0 CHRISTOPHER J REID DIRECTOR 1.00 X 0 0 0 DOUGLAS J ABELL DIRECTOR 1.00 X 0 0 0 GREGORY A DEMUTH DIRECTOR 1.00 X 0 0 0 JEANMARIE PASSAFIUME DIRECTOR 1.00 X 0 0 0 JOHN D SWEENEY JR DIRECTOR 1.00 X 0 0 0 KATHLEEN M CASSIDY DIRECTOR 1.00 X 0 0 0 REVEREND JOHN J STOLZ DIRECTOR 1.00 X 0 0 0 ROBERT D CECIL DIRECTOR 1.00 X 0 0 0 SR JEAN ANNE ZAPPA DIRECTOR 1.00 X 0 0 0 STEPHEN C JAMES DIRECTOR 1.00 X 0 0 0 DIANE M GAHAFER DIRECTOR 1.00 X 0 0 0 REV TERRY L BRADSHAW DIRECTOR 1.00 X 0 0 0 DR MARY BETH BOWLING DIRECTOR (TERM BEG 7/1/21) 1.00 X 0 0 0 DR VALERIE F BRIONES-PRYOR DIRECTOR (TERM BEG 7/1/21) 1.00 X 0 0 0 MATTHEW W OTT DIRECTOR (TERM BEG 7/1/21) 1.00 X 0 0 0 THOMAS A PERRONE DIRECTOR (TERM BEG 7/1/21) 1.00 X 0 0 0 STEPHEN D SAUTEL III DIRECTOR (TERM BEG 7/1/21) 1.00 X 0 0 0 CHARLOTTE K STENGEL DIRECTOR (TERM BEG 7/1/21) 1.00 X 0 0 0 RICHARD A LECHLEITER PRESIDENT (NON-VOTING) 60.00 X 260000 0 27868 JULIE E BAUM VICE PRESIDENT 50.00 X 183885 0 18936 KEVIN S WOODWARD DIRECTOR OF ADVANCEMENT 40.00 X 165948 0 21888 GIL A WENTZEL DIRECTOR OF FINANCE 45.00 X 112000 0 7365 721833 0 76057 4 0 1 0 0 1540693 6374086 1531334 7914779 543867 543867 1186466 821199 365267 365267 365267 172488 1540693 326085 -153597 -153597 24625 13167 11458 11458 8681774 0 0 766995 4263895 4263895 71302 71302 808019 137363 137363 533293 276794 83832 62678 130284 30460 5178 5178 20104 32294 5490 5490 21314 31176 5300 5300 20576 12001 8467 3534 126257 126257 112946 11347 101599 56092 56092 159435 123411 36024 21525 21525 36916 23995 12921 197 197 20831 20831 8840 8840 ENTERTAINMENT 29623 29623 FUNDRAISING EXPENSE 21226 21226 MISCELLANEOUS 2867 1465 1402 6122696 4580827 526849 1015020 0 79963 1965360 1839219 5022838 7052781 67947 35823 200019 58509 11068 141510 26625153 23513162 3889533 2196362 17964 95509 37599863 34954329 203790 284031 0 66091 203790 350122 X 6233644 2063125 31162429 32541082 37396073 34604207 37599863 34954329 2559078 -5449865 98921 0 X X 0 1 X 1 0 X 4678102 5324304 5279395 9981157 7914779 33177737 4678102 5324304 5279395 9981157 7914779 33177737 123646 33054091 319583 377632 368607 339672 543867 1949361 122951 127783 27500 21050 197113 496397 35623495 0.92790 0.89630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31162429 5687854 -1579937 2729264 32541082 23779998 7225697 2043111 1886377 31162429 22320767 3226508 -48246 1719031 23779998 20983524 2945579 128277 1736613 22320767 19527267 2830677 122848 912574 584694 20983524 0.00000 0.80300 0.19701 0 0 200019 58509 141510 141510 MONEY MARKET FUNDS 2196362 C 2196362 X 3543825 -5449865 98921 339252 -5011692 8555517 126257 126257 8681774 6335691 339252 339252 5996439 126257 126257 6122696 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES FROM RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. ADDITIONALLY, THE FOUNDATION HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCORDINGLY, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FOR FUNDRAISING ACTIVITIES 339,252. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FOR FUNDRAISING ACTIVITIES 339,252. SALUTE DINNER 1357056 1231228 125828 5000 132646 55735 53418 GAME LUNCH 356125 309465 46660 79286 1713181 1540693 172488 5000 211932 55735 53418 326085 -153597 24625 12313 854 0 24625 12313 854 13167 11458 KY 1 0 0 0 0 0 1 ACADEMY OF OUR LADY OF MERCY 5801 FEGENBUSH LN LOUISVILLE KY 402281158 611116388 501(C)(3) 101540 0 EDUCATIONAL GRANT ST FRANCIS DESALES HIGH SCHOOL 425 KENWOOD DR LOUISVILLE KY 402142897 610447247 501(C)(3) 95000 0 EDUCATIONAL GRANT ST FRANCIS OF ASSISI SCHOOL 1960 BARDSTOWN RD LOUISVILLE KY 402051572 610444804 501(C)(3) 78720 0 EDUCATIONAL GRANT ST GABRIEL SCHOOL 5505 BARDSTOWN RD LOUISVILLE KY 402911909 610523305 501(C)(3) 137020 0 EDUCATIONAL GRANT ST GREGORY SCHOOL 330 SAMUELS LOOP COXS CREEK KY 400136505 610535159 501(C)(3) 42730 0 EDUCATIONAL GRANT ST JAMES CHURCH 307 W DIXIE ELIZABETHTOWN KY 427011701 610445851 501(C)(3) 85042 0 EDUCATIONAL GRANT ST JAMES CHURCH 1826 EDENSIDE AVE LOUISVILLE KY 402041597 610444806 501(C)(3) 211323 0 EDUCATIONAL GRANT ST JOSEPH PROTO-CATHEDRAL 310 W STEPHEN FOSTER AVE BARDSTOWN KY 40004 610485640 501(C)(3) 71690 0 EDUCATIONAL GRANT ST MARGARET MARY SCHOOL 7813 SHELBYVILLE ROAD LOUISVILLE KY 402225413 610576720 501(C)(3) 14880 0 EDUCATIONAL GRANT ST MARTHA CHURCH 2825 KLONDIKE LN LOUISVILLE KY 402181631 610591745 501(C)(3) 107440 0 EDUCATIONAL GRANT ST MARY ACADEMY 11311 ST MARY LN PROSPECT KY 40059 208936584 501(C)(3) 49610 0 EDUCATIONAL GRANT ST MICHAEL CHURCH 3705 STONE LAKES DR LOUISVILLE KY 402995495 610947181 501(C)(3) 84855 0 EDUCATIONAL GRANT ST NICHOLAS ACADEMY 5501 NEW CUT RD LOUISVILLE KY 40214 352248740 501(C)(3) 125015 0 EDUCATIONAL GRANT ST PATRICK CHURCH 1000 N BECKLEY STATION RD LOUISVILLE KY 402454550 611143233 501(C)(3) 53245 0 EDUCATIONAL GRANT ST PAUL CHURCH 6901 DIXIE HWY LOUISVILLE KY 402583915 610464179 501(C)(3) 75600 0 EDUCATIONAL GRANT ST RAPHAEL CHURCH 2141 LANCASHIRE AVE LOUISVILLE KY 402052957 610549869 501(C)(3) 83465 0 EDUCATIONAL GRANT ST RITA CHURCH 8709 PRESTON HWY LOUISVILLE KY 402194499 616002076 501(C)(3) 246602 0 EDUCATIONAL GRANT ST STEPHEN MARTYR CHURCH 2931 PINDELL AVE LOUISVILLE KY 402171752 610492373 501(C)(3) 115440 0 EDUCATIONAL GRANT ST XAVIER HIGH SCHOOL 1609 POPLAR LEVEL RD LOUISVILLE KY 402171343 610480949 501(C)(3) 25000 0 EDUCATIONAL GRANT TRINITY HIGH SCHOOL 4011 SHELBYVILLE RD LOUISVILLE KY 402073122 611256093 501(C)(3) 25000 0 EDUCATIONAL GRANT BELLARMINE UNIVERSITY 2001 NEWBURG ROAD LOUISVILLE KY 40205 610482955 501(C)(3) 25500 0 EDUCATIONAL GRANT UNIVERSITY OF LOUISVILLE 2301 S 3RD STREET LOUISVILLE KY 40292 611014882 501(C)(3) 17000 0 EDUCATIONAL GRANT ST EDWARD SCHOOL 9608 SUE HELEN DR LOUISVILLE KY 402993298 610458536 501(C)(3) 142640 0 EDUCATIONAL GRANT UNIVERSITY OF NOTRE DAME 1100 GRACE HALL SOUTH BEND IN 46556 350868188 501(C)(3) 8500 0 EDUCATIONAL GRANT ST DOMINIC SCHOOL 303 W MAIN STREET SPRINGFIELD KY 400691230 610463942 501(C)(3) 28000 0 EDUCATIONAL GRANT ASSUMPTION HIGH SCHOOL 2170 TYLER LANE LOUISVILLE KY 402051916 611133759 501(C)(3) 44589 0 EDUCATIONAL GRANT BETHLEHEM HIGH SCHOOL 309 W STEPHEN FOSTER AVE BARDSTOWN KY 400041420 610592028 501(C)(3) 95000 0 EDUCATIONAL GRANT CORPUS CHRISTI CLASSICAL ACADEMY 7010 SHELBYVILLE ROAD SIMPSONVILLE KY 40067 611335590 501(C)(3) 50096 0 EDUCATIONAL GRANT HOLY ANGELS ACADEMY 12201 OLD HENRY RD LOUISVILLE KY 40223 610845326 501(C)(3) 36060 0 EDUCATIONAL GRANT HOLY CROSS HIGH SCHOOL 5144 DIXIE HWY LOUISVILLE KY 402161702 611053991 501(C)(3) 95000 0 EDUCATIONAL GRANT HOLY SPIRIT CHURCH 3345 LEXINGTON RD LOUISVILLE KY 40206 610700575 501(C)(3) 31502 0 EDUCATIONAL GRANT HOLY TRINITY CHURCH 501 CHERRYWOOD RD LOUISVILLE KY 402072103 610507073 501(C)(3) 70580 0 EDUCATIONAL GRANT IMMACULATA CLASSICAL ACADEMY 6010 PRESTON HWY LOUISVILLE KY 402191318 273305618 501(C)(3) 42660 0 EDUCATIONAL GRANT JOHN PAUL II ACADEMY 3525 GOLDSMITH LN LOUISVILLE KY 40220 204903089 501(C)(3) 213312 0 EDUCATIONAL GRANT ST CATHERINE ACADEMY 413 FIRST ST NEW HAVEN KY 40051 610444801 501(C)(3) 26095 0 EDUCATIONAL GRANT NATIVITY ACADEMY 529 E LIBERTY ST LOUISVILLE KY 40202 510450314 501(C)(3) 65662 0 EDUCATIONAL GRANT OUR LADY OF LOURDES CHURCH 508 BRECKENRIDGE LANE LOUISVILLE KY 40207 616002467 501(C)(3) 86187 0 EDUCATIONAL GRANT PITT ACADEMY 6010 PRESTON HWY LOUISVILLE KY 40219 237066205 501(C)(3) 85245 0 EDUCATIONAL GRANT PRESENTATION ACADEMY 861 S FOURTH ST LOUISVILLE KY 402032115 610444780 501(C)(3) 95000 0 EDUCATIONAL GRANT SACRED HEART SCHOOLS 3177 LEXINGTON RD LOUISVILLE KY 40206 611181710 501(C)(3) 70670 0 EDUCATIONAL GRANT ST AGNES SCHOOL 1920 NEWBURG RD LOUISVILLE KY 402051400 610463940 501(C)(3) 76460 0 EDUCATIONAL GRANT ST ALBERT THE GREAT SCHOOL 1395 GIRARD DR LOUISVILLE KY 402226642 610568020 501(C)(3) 91945 0 EDUCATIONAL GRANT ST ALOYSIUS SCHOOL 212 MOUNT MERCY DR PEWEE VALLEY KY 400568024 610448558 501(C)(3) 57025 0 EDUCATIONAL GRANT ST ANDREW ACADEMY 7724 COLUMBINE DR LOUISVILLE KY 40258 861136245 501(C)(3) 163770 0 EDUCATIONAL GRANT ST AUGUSTINE SCHOOL 235 S SPALDING AVE LEBANON KY 400331297 610500831 501(C)(3) 25380 0 EDUCATIONAL GRANT NOTRE DAME ACADEMY 1927 LEWISTON DR LOUISVILLE KY 40216 050599203 501(C)(3) 164079 0 EDUCATIONAL GRANT CENTRE COLLEGE 600 W WALNUT STREET DANVILLE KY 40422 610444671 501(C)(3) 8500 0 EDUCATIONAL GRANT ARCHDIOCESE OFFICE OF YOUNG ADULTS 1200 SOUTH SHELBY STREET LOUISVILLE KY 40203 610447247 501(C)(3) 25000 0 YOUTH CONGRESS ASCENSION PARISH 4600 LYNNBROOK DR LOUISVILLE KY 40220 610652304 501(C)(3) 75630 0 EDUCATIONAL GRANT ST ATHANASIUS SCHOOL 5915 OUTER LOOP LOUISVILLE KY 402194136 610591505 501(C)(3) 102530 0 EDUCATIONAL GRANT 50 0 FR. JOHN MORGAN SCHOLARSHIPS 9 71302 PART I, LINE 2: CATHOLIC EDUCATION FOUNDATION GRANT APPLICATIONS STATE TERMS FOR ELIGIBILTY OF GRANTS. THE FOUNDATION STAFF REVIEWS GRANT APPLICATIONS FOR CONFORMITY WITH THOSE GRANTS. GRANT AWARDEES SUBMIT DOCUMENTATION OF EXPENDITURES ELIGIBLE FOR REIMBURSEMENT THROUGH THE GRANTS, AND THE FOUNDATION STAFF REVIEWS AND APPROVES OR DENIES THE EXPENDITURES WITH REGARD TO ELIGIBILTY AND TIMING. FAMILIES APPLYING FOR TUITION ASSISTANCE APPLY THROUGH A THIRD PARTY SERVICE THAT RANKS APPLICANTS ACCORDING TO DOCUMENTED NEED. THE CATHOLIC EDUCATION FOUNDATION AWARDS AID TO THE NEEDIEST FAMILIES, ISSUES VOUCHERS, AND REMITS ASSISTANCE TO SCHOOLS AFTER THE SCHOOLS CERTIFY THE STUDENT ENROLLMENTS. X X X 0 0 0 0 0 0 0 0 0 RICHARD A LECHLEITER PRESIDENT (NON-VOTING) 260000 0 0 0 0 0 16900 0 10968 0 287868 0 0 0 JULIE E BAUM VICE PRESIDENT 147000 0 29500 0 7385 0 12355 0 6581 0 202821 0 0 0 KEVIN S WOODWARD DIRECTOR OF ADVANCEMENT 133000 0 23000 0 9948 0 10920 0 10968 0 187836 0 0 0 X 36 1495204 FMV X OTHER TRAVEL AND ENTERTAINMENT 1 27130 FMV X OTHER MARKETING/ADVERTISING 9 9000 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND PRESIDENT OF THE FOUNDATION ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A ANNUAL REVIEW IS DONE EACH YEAR AND RAISES ARE APPROVED BY THE NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C NO CHANGES FROM PRIOR YEAR ARCHDIOCESE OF LOUISVILLE 3940 POPLAR LEVEL ROAD LOUISVILLE KY 40213 610447247 CATHOLIC CHURCH IN CENTRAL KENTUCKY CONSISTING OF 24 COUNTIES KY 501(C)(3) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARCHDIOCESE OF LOUISVILLE C 645000 CASH