CATHOLIC COMMUNITY FOUNDATION - OHIO: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CATHOLIC COMMUNITY FOUNDATION - OHIO (EIN 87-2870534)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-08-22
IRS object ID
202332349349300548
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-22T13:01:28-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE SEAGATE SUITE 2650AddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43604ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN872870534EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CATHOLIC COMMUNITY FOUNDATION - OHIOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCATHBusinessNameControlTxt
Phone4192144870PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11933 SPIELBUSCH AVEAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILIP RENDAPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4192144870PhoneNum
Signature2023-08-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPHILIPPersonFirstNm
Person LastRENDAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJONATHAN RICHARDSPreparerPersonNm
PTINP01311831PTIN
Phone4192443711PhoneNum
Preparation2023-08-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerPHILIP RENDAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11933 SPIELBUSCH AVEAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43604ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,278,187GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2021FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE CATHOLIC COMMUNITY FOUNDATION - OHIO HOLDS, INVESTS, AND DISTRIBUTES THIRD PARTY GIFTS FOR THE CHARITABLE MINISTRIES OF THE TOLEDO DIOCESE.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$2,278,187CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
CY Total Revenue$2,278,187CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,873CYTotalFundraisingExpenseAmt
CY Other Expenses$1,421,537CYOtherExpensesAmt
CY Total Expenses$1,421,537CYTotalExpensesAmt
CY Revenues Less Expenses$856,650CYRevenuesLessExpensesAmt
Total Assets EOY$2,894,266TotalAssetsEOYAmt
Total Liabilities EOY$2,037,616TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances EOY$856,650NetAssetsOrFundBalancesEOYAmt
MissionTHE CATHOLIC COMMUNITY FOUNDATION - OHIO HOLDS, INVESTS, AND DISTRIBUTES THIRD PARTY GIFTS FOR THE CHARITABLE MINISTRIES OF THE TOLEDO DIOCESE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,319,309ExpenseAmt
DescTHE 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.Desc
Total Program Service Expenses$1,319,309TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOM ANTONINIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4192144870PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11933 SPIELBUSCH AVEAddressLine1Txt
CityTOLEDOCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43604ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LOUISE JACKSON
PRESIDENT & SECRETARY1.00Yes (X)Yes (X)$0$0$0
KEVIN KELLY
TREASURER1.00Yes (X)Yes (X)$0$0$0
DANIEL THOMAS
DIRECTOR1.00Yes (X)$0$0$0
CAROL RUSSELL
DIRECTOR1.00Yes (X)$0$0$0
CONNIE CRONIN
DIRECTOR1.00Yes (X)$0$0$0
GARRY PEIFFER
DIRECTOR1.00Yes (X)$0$0$0
GARY CORRIGAN
DIRECTOR1.00Yes (X)$0$0$0
MIKE HART
DIRECTOR1.00Yes (X)$0$0$0
RON GUERRA
DIRECTOR1.00Yes (X)$0$0$0
JENNIFER KODER
DIRECTOR1.00Yes (X)$0$0$0
BILL MARTIN
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CCS FUNDRAISINGBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 NORTH WACKER SUITE 1790AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
ServicesCONSULTINGServicesDesc
Compensation$1,111,084CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,278,187AllOtherContributionsAmt
Noncash Contributions$20,746NoncashContributionsAmt
Total Contributions$2,278,187TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,278,187TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$91,355TotalAmt
Management And General$91,355ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,319,309TotalAmt
Program Services$1,319,309ProgramServicesAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmt
OVERHEAD EXPENSES$5,566$5,566
PROCESSING FEES$5,307$5,307

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,421,537TotalAmt
Program Services$1,319,309ProgramServicesAmt
Management And General$91,355ManagementAndGeneralAmt
Fundraising$10,873FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$2,894,266EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,894,266EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$1,048,045EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$989,571EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,037,616EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY-$965,548EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$1,822,198EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$856,650EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,894,266EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$856,650ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year$2,278,187CurrentTaxYearAmt
Total$2,278,187TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year$2,278,187CurrentTaxYearAmt
Total$2,278,187TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$224,836SubstantialContributorsTotAmt
Public Support Total170$2,053,351PublicSupportTotal170Amt
Total Support$2,278,187TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO DIOCESE OF TOLEDO$989,328
MISCELLANEOUS$243
FieldValueIRS element (for citing)
Total Liability$989,571TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,278,187TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$2,278,187RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,278,187TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,421,537TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,421,537ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,421,537TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1CCS FUNDRAISINGBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 NORTH WACKER SUITE 1790AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
ActivityLIVING CHRIST CAPITAL CAMPAIGNActivityTxt
Fundraiser Control Of FundsYes (1)FundraiserControlOfFundsInd
Gross Receipts$2,278,187GrossReceiptsAmt
Retained By Contractor$1,111,084RetainedByContractorAmt
Net To Organization$1,167,103NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$2,278,187TotalGrossReceiptsAmt
Total Retained By Contractors$1,111,084TotalRetainedByContractorsAmt
Total Net To Organization$1,167,103TotalNetToOrganizationAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINES I-VIFormAndLineReferenceDesc
ExplanationIN 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.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonMIKE HARTPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionBOARD MEMBERRelationshipDescriptionTxt
Transaction$88,440TransactionAmt
TransactionADVERTISING AND PROMOTIONAL SERVICESTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
AMENDED RETURN EXPLANATION2021 FORM 990 YEAR ENDED JUNE 30, 2022 AMENDED RETURN EXPLANATION THIS AMENDMENT IS BEING PREPARED TO ADD AN ADDITIONAL BOARD MEMBER TO PART VII. THE ADDITION OF THIS BOARD MEMBER RESULTED IN THE FOLLOWING CHANGES TO THE JUNE 30, 2022 FORM 990: 1. PART VII HAD 10 MEMBERS, IS NOW 11 BOARD MEMBERS 2. PART I, LINES 3, 4, AND 6 WERE 10, THIS INCREASED THOSE LINES TO 11 3. PART VI, LINE 1A & 1B WERE 10, THIS INCREASED THOSE LINES TO 11 ADDITIONALLY, IT WAS DISCOVERED THAT BOARD MEMBER MIKE HART IS NOT INDEPENDENT. AS A RESULT, THE FOLLOWING CHANGES OCCURED TO THE JUNE 30, 2022 FORM 990: 1. PART I, LINE 4 WAS GOING TO BE 11 WITH THE ADDITION OF BILL MARTIN, BUT IS NOW BACK DOWN TO 10 BECAUSE MIKE HART IS NOT INDEPENDENT. 2. PART VI, LINE 1B WAS GOING TO BE 11 WITH THE ADDITION OF BILL MARTIN, BUT IS NOW BACK DOWN TO 10 BECAUSE MIKE HART IS NOT INDEPENDENT.
FORM 990, PART VI, SECTION A, LINE 3TOLEDO MANAGEMENT CORPORATION SERVES AS EXECUTIVE DIRECTOR TO HANDLE DAILY OPERATIONS AND PROGRAMS
FORM 990, PART VI, SECTION B, LINE 11BUPON THE INITIAL FILING OF THE FORM 990 WITH THE IRS, THE FULL BOARD WAS NOT ABLE TO REVIEW THE DRAFT RETURN. HOWEVER, ALL BOARD MEMBERS REVIEWED THE 990 AFTER IT WAS ORIGINALLY FILED AND FOUR BOARD MEMBERS (LOUISE JACKSON, CONNIE CRONIN, GARRY PEIFFER, AND RON GUERRA) REVIEWED THE AMENDED FORM 990 BEFORE ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12CALL 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 C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST AND ITS FINANCIAL STATEMENTS WILL BE MADE AVAILABLE ON ITS WEBSITE.
FORM 990, PART IX, LINE 11GVARIOUS CONSULTING & PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,319,309. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,319,309.

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