2022-11-08T07:33:09-06:00 2021-12-31 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2021-01-01 341908579 CATHOLIC COMMUNITY FOUNDATION CATH 2166966525 1404 EAST NINTH STREET CLEVELAND OH 44114 PATRICK J GRACE EXECUTIVE DIRECTOR 2166966525 2022-11-07 1 PATRICK GRACE 999009999 CHRISTOPHER B ANDERSON P00226559 2163630100 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PATRICK J GRACE 1404 EAST NINTH ST CLEVELAND OH 44114 131501422 0 0928 X WWW.CATHOLICCOMMUNITY.ORG X 1999 OH CATHOLIC COMMUNITY FOUNDATION'S MISSION IS TO FOSTER FAITH-BASED STEWARDSHIP IN THE COMMUNITY FOR SPIRITUAL, EDUCATIONAL AND CHARITABLE BENEFIT FOR ALL. 29 29 19 25 0 0 13891646 34744585 2919068 2821860 8571654 12281616 73082 110840 25455450 49958901 12459085 22471305 0 0 1929460 1964043 0 0 2800687 1916583 2449458 16305128 26884806 9150322 23074095 211839688 245499126 57020345 64785758 154819343 180713368 X CATHOLIC COMMUNITY FOUNDATION'S MISSION IS TO FOSTER FAITH-BASED STEWARDSHIP IN THE COMMUNITY FOR SPIRITUAL, EDUCATIONAL AND CHARITABLE BENEFIT FOR ALL. 0 0 14251287 13074553 0 IN 2019, THE FOUNDATION INITIATED THE "HEART OF A SHEPHERD CAMPAIGN" TO FUND THE URGENT NEED FOR CAPITAL RENOVATIONS OF BORROMEO SEMINARY AND ST. MARY SEMINARY, TO ADD TO THE PRIESTS' RETIREMENT FUND, AND TO PROVIDE RELIEF TO NEWLY ORDAINED PRIESTS WHO HAVE STUDENT LOANS OUTSTANDING, AND PROVIDE AN OPPORTUNITY FOR OUR PARISHES ACROSS THE DIOCESE TO RAISE FUNDS FOR PRESSING LOCAL NEEDS. OF THE 179 DIOCESES IN THE UNITED STATES, ONLY 30 HAVE THEIR OWN FREE-STANDING SEMINARY. THERE ARE 71 SEMINARIANS AT BORROMEO AND SAINT MARY SEMINARIES. 4209151 4209151 640860 THE FOUNDATION ENGAGES IN CHARITABLE FUNDRAISING AND GRANT-MAKING ACTIVITIES TO SUPPORT TUITION ASSISTANCE, CURRICULUM ENHANCEMENT, AND PROGAMMATIC NEEDS OF CATHOLIC ELEMENTARY AND SECONDARY SCHOOLS AND CATECHETICAL SERVICES. THE CATHOLIC DIOCESE OF CLEVELAND IS THE FIFTH LARGEST CATHOLIC SCHOOL SYSTEM IN THE UNITED STATES, AND THE LARGEST PRIVATE OR PUBLIC SCHOOL SYSTEM IN THE STATE OF OHIO. MORE THAN 39,000 STUDENTS ARE ENROLLED IN 109 CATHOLIC ELEMENTARY AND SECONDARY SCHOOLS IN THE DIOCESE OF CLEVELAND. MORE THAN 4,000 STUDENTS RECEIVE NEED-BASED TUITION ASSISTANCE ANNUALLY. 1341901 1218686 2181000 THE FOUNDATION ENGAGES IN CHARITABLE FUNDRAISING AND GRANT-MAKING ACTIVITIES FOR CLEVELAND CATHOLIC DIOCESAN AGENCIES AND INSTITUTIONS. ALTHOUGH NOT SHOWN AS REVENUE ON FORM 990, THE FOUNDATION RAISED $16,149,175 PRIMARILY FOR THE CATHOLIC CHARITIES CORPORATION OF CLEVELAND IN 2021 THROUGH THE FOUNDATION'S ANNUAL APPEAL AND OTHER DONOR GIFTS. CATHOLIC CHARITIES HEALTH AND HUMAN SERVICES IS BUILT AROUND A COMPREHENSIVE APPROACH TO DELIVERING SERVICES CONCENTRATED AROUND FOUR AREAS: CHILDREN AND FAMILIES, BASIC ASSISTANCE, DISABILITIES, AND OLDER ADULTS. CATHOLIC CHARITIES HAS OVER 150 SERVICES AT 60 LOCATIONS THROUGHOUT THE DIOCESE OF CLEVELAND - CUYAHOGA, ASHLAND, GEAUGA, LAKE, LORAIN, MEDINA, SUMMIT, AND WAYNE COUNTIES. 3999835 3968914 51022 OTHER CHARITABLE FUNDRAISING AND GRANT-MAKING ACTIVITIES FOR CLEVELAND CATHOLIC DIOCESAN AGENCIES AND INSTITUTIONS. 3999835 3968914 51022 23802174 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X JUSTIN TURK 2166966525 1404 EAST NINTH ST CLEVELAND OH 44114 ROBERT ROGERS CHAIR 1.00 X 0 0 0 ANDREW SCHULER VICE CHAIR 1.00 X 0 0 0 ANDREW REBHOLZ TREASURER 1.00 X 0 0 0 MARIA O'NEIL RUDDOCK SECRETARY 1.00 X 0 0 0 J KEVIN BERNER DIRECTOR 1.00 X 0 0 0 DENNIS BODZIONY DIRECTOR 1.00 X 0 0 0 REV STEVEN BRUNOVSKY DIRECTOR 1.00 X 0 0 0 DIANA COLEGROVE DIRECTOR 1.00 X 0 0 0 JOSEPH CORRIGAN DIRECTOR 1.00 X 0 0 0 FRED DEGRANDIS DIRECTOR 1.00 X 0 0 0 LORRAINE FRANKINO DODERO DIRECTOR 1.00 X 0 0 0 DIANE ROMAN FUSCO DIRECTOR 1.00 X 0 0 0 PHILIP KAUFMANN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER KELLY DIRECTOR 1.00 X 0 0 0 FRAN LEGAN DIRECTOR 1.00 X 0 0 0 JOHN LEONBRUNO DIRECTOR 1.00 X 0 0 0 JOSEPH MAHOVLIC DIRECTOR 1.00 X 0 0 0 JAMES MASON DIRECTOR 1.00 X 0 0 0 KURT MCMAKEN DIRECTOR 1.00 X 0 0 0 JANICE MURPHY DIRECTOR 1.00 X 0 0 0 KURT PACKER DIRECTOR 1.00 X 0 0 0 TIMOTHY PANZICA DIRECTOR 1.00 X 0 0 0 GERALD SCHROER JR DIRECTOR 1.00 X 0 0 0 MICHAEL SHAUGHNESSY DIRECTOR 1.00 X 0 0 0 ANDRE SMITH DIRECTOR 1.00 X 0 0 0 SARAH PHELPS SMITH DIRECTOR 1.00 X 0 0 0 GEORGE WASMER DIRECTOR 1.00 X 0 0 0 MARGARET WONG DIRECTOR 1.00 X 0 0 0 MICHAEL ZIEGLER DIRECTOR 1.00 X 0 0 0 PATRICK J GRACE EXECUTIVE DIRECTOR 40.00 X 178434 0 25625 MARY LOUISE OZIMEK ASST. EXECUTIVE DIRECTOR 40.00 X 110232 0 8651 288666 0 34276 2 0 1 0 COMMUNITY COUNSELLING SERVICE CO LLC PO BOX 824885 PHILADELPHIA PA 19182 FUNDRAISING CONSULTING 1050416 ACADEMY GRAPHIC COMMUNICATIONS INC 1000 BROOKPARK RD CLEVELAND OH 44109 PRINTING & MAILING 137673 MIDWEST DIRECT 2222 W 110TH ST CLEVELAND OH 44102 MAILING 132236 AGILIS COMPANY PO BOX 969 ALBERT LEA MN 56007 DONATIONS PROCESSING 106949 4 37305 34707280 3265087 34744585 FUNDRAISING FEE FROM CATH CHAR CO 900099 2181000 2181000 FUNDRAISING FEE FROM CATHOLIC DIO 900099 640860 640860 2821860 2575062 2575062 91209857 81503303 9706554 9706554 9706554 99036 37305 39218 59818 59818 ADMINISTRATIVE FEE 900099 51022 51022 51022 49958901 2872882 0 12341434 22471305 22471305 204059 75490 19680 108889 1384639 496584 138081 749974 59092 26511 4349 28232 198611 89105 14617 94889 117642 52779 8658 56205 44120 22060 22060 445950 445950 1051609 19828 7885 1023896 49620 1515 2814 45291 33978 11587 5724 16667 125090 81170 1959 41961 71620 25846 45729 45 78551 583 1083 76885 7323 255 473 6595 3714 70 2414 1230 POSTAGE 240222 1942 3347 234933 BANK FEES 145049 821 1525 142703 PRINTING 127540 833 1547 125160 CREATIVE SERVICES 25072 25072 26884806 23802174 281945 2800687 12859131 14078385 16586282 15883313 6806155 21065851 16775 12200 77913 64486 17141 13427 173866397 188306254 4338564 1687807 1801132 211839688 245499126 472070 397671 967143 4279018 200000 200000 54819915 59340250 561217 568819 57020345 64785758 X 10577882 11459863 144241461 169253505 154819343 180713368 211839688 245499126 X 23074095 2815901 4029 X 0 1 X 1 0 X 4153064 3152930 12258834 13891646 34744585 68201059 4153064 3152930 12258834 13891646 34744585 68201059 5281832 62919227 2206346 2746870 2876903 2606546 2575062 13011727 23823 1233 0 26289 59818 111163 81323949 15340029 0.77370 0.58370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29 568487 547659 7676429 1 1 0 1 X 53673402 1418739 6555370 2060939 59586572 48555044 49151 7450665 2381458 53673402 41243558 449221 8787953 1925688 48555044 44762730 311637 -2140564 1690245 41243558 37710538 2285526 6440238 1673572 44762730 0.03421 0.54548 0.42031 0 0 77913 64486 13427 13427 CHAR.GIFT ANNUITIES 568819 568819 X 52368070 2815901 39218 2855119 49512951 445950 445950 49958901 26478074 39218 39218 26438856 445950 445950 26884806 PART IV, LINE 2B: FUNDS HELD IN TRUST FOR OTHERS - THE FOUNDATION HOLDS FUNDS FOR OTHER ORGANIZATIONS WITHIN THE CATHOLIC DIOCESE OF CLEVELAND. THESE FUNDS ARE AVAILABLE TO THE RESPECTIVE ORGANIZATIONS UPON REQUEST. THE FOUNDATION INCLUDES THE FUNDS ON ITS BALANCE SHEET AS AN ASSET (CASH) AND AS A LIABILITY SINCE THE FUNDS DO NOT BELONG TO THE FOUNDATION. PART V, LINE 4: USES OF ENDOWMENT FUNDS - THE FOUNDATION UTILIZES ITS ENDOWMENT FUNDS TO FUND THE VARIOUS OPERATING SECRETARIATS (HEALTH AND HUMAN SERVICES, EDUCATION, PARISH LIFE AND DEVELOPMENT, CHANCERY, AND CLERGY AND RELIGIOUS) OF THE CATHOLIC DIOCESE OF CLEVELAND. PART X, LINE 2: FIN 48/ASC 740 FOOTNOTE - THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION BELIEVES THAT THERE IS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION'S FEDERAL INFORMATION AND TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXP.NETTED WITH REVENUE ON FORM 990, PART VIII, LINE 8 39,218. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXP.NETTED WITH REVENUE ON FORM 990, PART VIII, LINE 8 39,218. X X X X X X 1 RUFFALO NOEL LEVITZ LLC 65 KIRKWOOD NORTH RD SW CEDAR RAPIDS IA 52404 TELEFUNDING SERVICES 0 115709 41787 73922 115709 41787 73922 OH GOLF OUTING 136341 37305 99036 28088 11130 136341 37305 99036 28088 11130 39218 59818 PART I, LINE 2B - COMPENSATION PROVIDED TO PROFESSIONAL FUNDRAISER: COMPENSATION PROVIDED TO RUFFALO NOEL LEVITZ, LLC WAS NOT BASED ON THE AMOUNT OF CONTRIBUTIONS COLLECTED BUT WAS INSTEAD A FIXED FEE FOR THE SERVICES PROVIDED. 1 SECRETARIATS OF CATHOLIC DIOCESE OF CLEVE 1404 E NINTH ST CLEVELAND OH 44114 340714558 501(C)(3) 21809305 0 FMV SOCIAL SERVICES BOYS AND GIRLS CLUBS OF CLEVELAND 6114 BROADWAY AVENUE CLEVELAND OH 44127 340770686 501(C)(3) 10000 0 FMV GENERAL BOYS HOPE GIRLS HOPE OF NORTHEASTERN OHIO 9619 GARFIELD BLVD GARFIELD HTS OH 44125 341534921 501(C)(3) 10000 0 FMV GENERAL CATHEDRAL OF ST JOHN THE EVANGELIST 1007 SUPERIOR AVENUE NE CLEVELAND OH 44114 340716744 501(C)(3) 15000 0 FMV GENERAL CATHOLIC CHARITIES CORPORATION 7911 DETROIT AVENUE CLEVELAND OH 44102 341318541 501(C)(3) 110000 0 FMV GENERAL CATHOLIC MISSION AID INC 18519 UNDERWOOD AVE CLEVELAND OH 44119 237299558 501(C)(3) 20000 0 FMV GENERAL CHURCH OF THE RESURRECTION 32001 CANNON ROAD SOLON OH 44139 501(C)(3) 25000 0 FMV GENERAL COMMUNITY SERVICE ALLIANCE 4001 TRENT AVE CLEVELAND OH 44109 201418132 501(C)(3) 10000 0 FMV GENERAL COVENANT HOUSE ALASKA PO BOX 100620 ANCHORAGE AK 99501 133419755 501(C)(3) 20000 0 FMV GENERAL GREATER CLEVELAND FOOD BANK INC 15500 SOUTH WATERLOO ROAD CLEVELAND OH 44110 341292848 501(C)(3) 10000 0 FMV GENERAL HUMILITY OF MARY HOUSING INC 2251 FRONT ST STE 210 CUYAHOGA FALLS OH 44221 251592420 501(C)(3) 15000 0 FMV GENERAL JOSEPH'S HOME 2412 COMMUNITY COLLEGE AVENUE CLEVELAND OH 44115 341901676 501(C)(3) 10000 0 FMV GENERAL MALACHI HOUSE 2810 CLINTON AVENUE CLEVELAND OH 44109 341598707 501(C)(3) 10000 0 FMV GENERAL MAY DUGAN CENTER 4115 BRIDGE AVENUE CLEVELAND OH 44113 237061949 501(C)(3) 10000 0 FMV GENERAL METRO CATHOLIC SCHOOL 1910 WEST 54TH STREET CLEVELAND OH 44102 341574746 501(C)(3) 20000 0 FMV GENERAL PADRE PIO ACADEMY 12920 MADISON AVENUE LAKEWOOD OH 44107 161662224 501(C)(3) 25000 0 FMV GENERAL PARTNERSHIP SCHOOLS 1011 FIRST AVENUE STE 1800 NEW YORK NY 10022 133976873 501(C)(3) 100000 0 FMV GENERAL ST CASIMIR PARISH 18022 NEFF ROAD CLEVELAND OH 44119 501(C)(3) 20000 0 FMV GENERAL ST HERMAN HOUSE FOCUS CLEVELAND 4410 FRANKLIN BLVD CLEVELAND OH 44113 264427803 501(C)(3) 7000 0 FMV GENERAL ST JOSEPH ACADEMY 3470 ROCKY RIVER DRIVE CLEVELAND OH 44111 341618516 501(C)(3) 20000 0 FMV GENERAL ST MARTIN DE PORRES HIGH SCHOOL 6111 LAUSCHE AVENUE CLEVELAND OH 44103 522401852 501(C)(3) 30000 0 FMV GENERAL ST MARY PARISH-CLEVELAND 15519 HOLMES AVENUE CLEVELAND OH 441102497 501(C)(3) 20000 0 FMV GENERAL ST PAUL'S COMMUNITY OUTREACH 4427 FRANKLIN BLVD CLEVELAND OH 44113 202904281 501(C)(3) 10000 0 FMV GENERAL THE BRIDGE AVENUE SCHOOL 3389 FULTON ROAD CLEVELAND OH 44109 201904717 501(C)(3) 10000 0 FMV GENERAL THE SOCIETY FOR THE PROPAGATION OF THE FAITH 70 WEST 36TH ST 8TH FLOOR NEW YORK NY 101380448 131624191 501(C)(3) 20000 0 FMV GENERAL URBAN COMMUNITY SCHOOL 4909 LORAIN AVENUE CLEVELAND OH 44102 346608706 501(C)(3) 30000 0 FMV GENERAL 26 0 PART I, LINE 2: MONITORING USE OF GRANT FUNDS - GRANTEES ARE REQUIRED TO PROVIDE PERIODIC REPORTING OF THE USE OF THE FUNDS. X 0 0 0 0 0 0 0 0 0 PATRICK J GRACE EXECUTIVE DIRECTOR 178434 0 0 0 0 0 8386 0 17239 0 204059 0 0 0 PART I, LINE 3 - ADDITIONAL INFORMATION REGARDING COMPENSATION DATA: THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED ANNUALLY BY THE FOUNDATION'S SOLE MEMBER IN CONSULTATION WITH THE BOARD AS WARRANTED AND CONSISTENT WITH THE ANNUAL BUDGET APPROVED BY THE BOARD AND SOLE MEMBER WHICH INCLUDES SALARY ADJUSTMENTS FOR ALL POSITIONS INCLUDING THE EXECUTIVE DIRECTOR. IN 2016, A SPECIAL COMMITTEE OF THE FOUNDATION'S BOARD OF DIRECTORS REVIEWED THE EXECUTIVE DIRECTOR'S COMPENSATION IN COMPARISION TO THE COMPENSATION OF EXECUTIVES OF OTHER LOCAL NOT-FOR-PROFIT ORGANIZATIONS OF SIMILAR SIZE AND STRUCTURE. IN 2018 AND 2021, THE DIOCESE OF CLEVELAND COMPLETED A COMPENSATION BENCHMARKING STUDY THAT INCLUDED THE FOUNDATION'S EXECUTIVE DIRECTOR POSITION. ALL MEMBERS OF THE 2016 SPECIAL COMMITTEE OF THE BOARD WERE INDEPENDENT OF THE EXECUTIVE DIRECTOR, AND THE DIOCESE'S COMPENSATION BENCHMARKING STUDIES IN 2018 AND 2021 WERE COMPLETED BY PEOPLE WHO ALL WERE INDEPENDENT OF THE EXECUTIVE DIRECTOR. X 176 3265087 FMV 0 0 1 1 PART I, LINE 32B: USE OF THIRD PARTIES - THE FOUNDATION USES A BROKER TO SELL ITS DONATED SECURITIES. THE BROKER'S FEES ARE AT FAIR MARKET VALUE AND ARE IN ACCORDANCE WITH FEES CHARGED TO OTHER CUSTOMERS. FORM 990, PART VI, SECTION A, LINE 6 MEMBER OF THE CORPORATION - THE SOLE MEMBER OF THE FOUNDATION IS THE BISHOP OF THE CATHOLIC DIOCESE OF CLEVELAND. FORM 990, PART VI, SECTION A, LINE 7A MEMBER'S POWER OF APPOINTMENT - THE BISHOP OF THE DIOCESE OF CLEVELAND, AS THE FOUNDATION'S SOLE MEMBER, HAS THE POWER TO ELECT AND REMOVE THE ELECTED DIRECTORS. THE SOLE MEMBER ALSO HAS THE POWER TO ELECT HONORARY DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B APPROVAL RIGHTS OF THE MEMBER - CERTAIN DECISIONS OF THE FOUNDATION'S GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE SOLE MEMBER. THESE DECISIONS ARE LIMITED IN ARTICLE I, SECTION 1.2 OF THE FOUNDATION'S AMENDED CODE OF REGULATIONS. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 - THE FORM 990 IS REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR, THE DIOCESAN CONTROLLER, AND THE AUDIT COMMITTEE OF THE FOUNDATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY - DIRECTORS ARE ANNUALLY GIVEN CONFLICT DISCLOSURE FORMS WHICH ARE REVIEWED FOR ANY INCIDENTS OF CONFLICT. IF A CONFLICT ARISES, THE PERSON IS NOT PERMITTED TO VOTE NOR PARTICIPATE IN THE DISCUSSION OF THE TRANSACTION. THE DECISION IS MADE BY PEOPLE INDEPENDENT OF THE INDIVIDUAL WITH THE CONFLICT. THIS PROCESS AND THE DELIBERATIONS, WHEN NECESSARY, ARE DOCUMENTED IN THE MINUTES OF THE BOARD OR ITS COMMITTEES. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW AND APPROVAL - SEE NARRATIVE ON SCHEDULE J, PART III. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DISCLOSURE OF DOCUMENTS - THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE POSTED ON THE FOUNDATION'S WEBSITE. FORM 990, PART XI, LINE 9: TRANSFER OF ASSETS FROM OTHER CLEVELAND DIOCESAN ENTITIES 4,029. CATHOLIC DIOCESE OF CLEVELAND 1404 E NINTH ST CLEVELAND OH 44114 340714558 RELIGIOUS OH 501(C)(3) LINE 1 0 SCHOLARSHIP GRANTING ORGOF CATHOLIC COMM FDN DBA ANGEL SCHOLARSHIP FUND 1404 E NINTH ST CLEVELAND OH 44114 873652751 SCHOLARSHIP GRANTS OH 501(C)(3) LINE 7 CCF 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0