CATHOLIC EDUCATION FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC EDUCATION FOUNDATION INC (EIN 61-1294640)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-03-22
- IRS object ID
- 202100819349300870
- Schema version
- 2019v5.2
- 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
- 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) |
|---|---|---|
| Return | 2021-03-22T15:29:47-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 EASTPOINT PKWY SUITE 300 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611294640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC EDUCATION FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 5025852747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 W MAIN STREET NO 806 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD LECHLEITER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5025852747 | PhoneNum |
| Signature | 2021-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARRIE A MERRILL CPA | PreparerPersonNm |
| PTIN | P00832283 | PTIN |
| Phone | 5029923500 | PhoneNum |
| Preparation | 2021-03-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD LECHLEITER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 W MAIN STREET NO 806 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,009,487 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CEFLOU.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE GROWTH AND VITALITY OF CATHOLIC EDUCATION IN THE ARCHDIOCESE OF LOUISVILLE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,324,304 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,279,395 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $269,572 | PYInvestmentIncomeAmt |
| CY Investment Income | $465,283 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$212,334 | PYOtherRevenueAmt |
| CY Other Revenue | -$137,160 | CYOtherRevenueAmt |
| PY Total Revenue | $5,381,542 | PYTotalRevenueAmt |
| CY Total Revenue | $5,607,518 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,616,714 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,660,786 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $893,438 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $970,829 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $748,437 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $447,411 | PYOtherExpensesAmt |
| CY Other Expenses | $419,012 | CYOtherExpensesAmt |
| PY Total Expenses | $4,957,563 | PYTotalExpensesAmt |
| CY Total Expenses | $5,050,627 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $423,979 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $556,891 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,811,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,007,085 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $173,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $320,710 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,638,187 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,686,375 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,857,877 | ExpenseAmt |
| Grant | $3,660,786 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $3,857,877 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 72 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5025852747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 W MAIN STREET NO 806 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| D HANK ROBINSON | ||||||||
| CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MOST REV JOSEPH E KURTZ DD | ||||||||
| VICE-CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TODD KLIMEK | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN E EMBRY | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHARLES J DAHLEM | ||||||||
| CHAIR ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM J ROBY SR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID A DURIK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BENJAMIN C FULTZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA L HEITZMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER J REID | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUGLAS J ABELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FR MARK M HAMILTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY A DEMUTH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE C MORREAU | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANMARIE PASSAFIUME | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D SWEENEY JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN C HERRINGTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEISA M SCHULZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEONARD M SPALDING | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL L ASH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NEIL P RAMSEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REVEREND JOHN P STOLZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT L ASH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SR JEAN ANNE ZAPPA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD A LECHLEITER | ||||||||
| PRESIDENT (NON-VOTING) | 60.00 | Yes (X) | Yes (X) | $232,930 | $0 | $27,218 | ||
| JULIE BAUM | ||||||||
| SR. DIRECTOR OF OPERATIONS | 50.00 | $162,500 | $0 | $11,375 | Yes (X) | |||
| KEVIN S WOODWARD | ||||||||
| DIRECTOR OF DEVELOPMENT | 50.00 | $127,336 | $0 | $20,717 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $522,766 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $59,310 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,117,103 | FundraisingAmt |
| All Other Contributions | $4,162,292 | AllOtherContributionsAmt |
| Noncash Contributions | $928,486 | NoncashContributionsAmt |
| Total Contributions | $5,279,395 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $368,607 | TotalRevenueColumnAmt |
| Exclusion | $368,607 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,333,985 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,237,309 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $96,676 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,676 | TotalRevenueColumnAmt |
| Exclusion | $96,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,117,103 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $160,410 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$141,410 | TotalRevenueColumnAmt |
| Exclusion | -$141,410 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $8,500 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $4,250 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,250 | TotalRevenueColumnAmt |
| Exclusion | $4,250 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,607,518 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $328,123 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,660,786 | TotalAmt |
| Program Services | $3,660,786 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,430 | TotalAmt |
| Program Services | $67,223 | ProgramServicesAmt |
| Management And General | $67,223 | ManagementAndGeneralAmt |
| Fundraising | $260,984 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $508,153 | TotalAmt |
| Program Services | $108,731 | ProgramServicesAmt |
| Management And General | $102,589 | ManagementAndGeneralAmt |
| Fundraising | $296,833 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,394 | TotalAmt |
| Program Services | $3,637 | ProgramServicesAmt |
| Management And General | $3,637 | ManagementAndGeneralAmt |
| Fundraising | $14,120 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,305 | TotalAmt |
| Program Services | $3,962 | ProgramServicesAmt |
| Management And General | $3,962 | ManagementAndGeneralAmt |
| Fundraising | $15,381 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,547 | TotalAmt |
| Program Services | $3,833 | ProgramServicesAmt |
| Management And General | $3,833 | ManagementAndGeneralAmt |
| Fundraising | $14,881 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,997 | TotalAmt |
| Program Services | $9,705 | ProgramServicesAmt |
| Management And General | $1,292 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,588 | TotalAmt |
| Management And General | $109,588 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,451 | TotalAmt |
| Management And General | $10,451 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,284 | TotalAmt |
| Fundraising | $35,284 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,074 | TotalAmt |
| Management And General | $103,429 | ManagementAndGeneralAmt |
| Fundraising | $19,645 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,167 | TotalAmt |
| Management And General | $1,351 | ManagementAndGeneralAmt |
| Fundraising | $23,816 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,666 | TotalAmt |
| Management And General | $24,178 | ManagementAndGeneralAmt |
| Fundraising | $12,488 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,425 | TotalAmt |
| Fundraising | $1,425 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,732 | TotalAmt |
| Management And General | $12,732 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,943 | TotalAmt |
| Fundraising | $8,943 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FUNDRAISING EXPENE | $22,522 | $22,522 | |
| ENTERTAINMENT | $22,060 | $22,060 | |
| MISCELLANEOUS | $103 | $55 | $48 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,050,627 | TotalAmt |
| Program Services | $3,857,877 | ProgramServicesAmt |
| Management And General | $444,313 | ManagementAndGeneralAmt |
| Fundraising | $748,437 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,019 | BOYAmt |
| EOY | $124,006 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $991,796 | BOYAmt |
| EOY | $1,267,804 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,556,561 | BOYAmt |
| EOY | $2,230,081 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,123 | BOYAmt |
| EOY | $20,774 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $53,271 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,593 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,186 | BOYAmt |
| EOY | $20,678 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,799,834 | BOYAmt |
| EOY | $20,047,991 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,306,906 | BOYAmt |
| EOY | $1,249,920 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,262 | BOYAmt |
| EOY | $45,831 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,811,687 | BOYAmt |
| EOY | $25,007,085 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,500 | BOYAmt |
| EOY | $195,110 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $125,600 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,500 | BOYAmt |
| EOY | $320,710 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,317,420 | BOYAmt |
| EOY | $906,377 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,320,767 | BOYAmt |
| EOY | $23,779,998 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,638,187 | BOYAmt |
| EOY | $24,686,375 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,811,687 | BOYAmt |
| EOY | $25,007,085 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $556,891 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$617,708 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $109,005 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,824,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,470,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,678,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,324,304 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,279,395 | CurrentTaxYearAmt |
| Total | $22,576,911 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,824,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,470,241 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,678,102 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,324,304 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,279,395 | CurrentTaxYearAmt |
| Total | $22,576,911 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $825,431 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,751,480 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $255,139 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $244,945 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $319,583 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $377,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $368,607 | CurrentTaxYearAmt |
| Total | $1,565,906 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,780 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $122,951 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,783 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,500 | CurrentTaxYearAmt |
| Total | $547,615 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $24,690,432 | TotalSupportAmt |
| Public Support CY170 | 0.88100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,320,767 | BeginningYearBalanceAmt |
| Contributions | $3,226,508 | ContributionsAmt |
| Investment Earnings Or Losses | -$48,246 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,719,031 | GrantsOrScholarshipsAmt |
| End Year Balance | $23,779,998 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,983,524 | BeginningYearBalanceAmt |
| Contributions | $2,945,579 | ContributionsAmt |
| Investment Earnings Or Losses | $128,277 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,736,613 | GrantsOrScholarshipsAmt |
| End Year Balance | $22,320,767 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,527,267 | BeginningYearBalanceAmt |
| Contributions | $2,830,677 | ContributionsAmt |
| Investment Earnings Or Losses | $122,848 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $912,574 | GrantsOrScholarshipsAmt |
| Other Expenditures | $584,694 | OtherExpendituresAmt |
| End Year Balance | $20,983,524 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,359,177 | BeginningYearBalanceAmt |
| Contributions | $1,740,994 | ContributionsAmt |
| Investment Earnings Or Losses | $117,911 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $884,779 | GrantsOrScholarshipsAmt |
| Other Expenditures | $806,036 | OtherExpendituresAmt |
| End Year Balance | $19,527,267 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,621,579 | BeginningYearBalanceAmt |
| Contributions | $2,244,154 | ContributionsAmt |
| Investment Earnings Or Losses | $8,536 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $942,473 | GrantsOrScholarshipsAmt |
| Other Expenditures | $572,619 | OtherExpendituresAmt |
| End Year Balance | $19,359,177 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10430 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,271 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,593 | DepreciationAmt |
| Book Value | $20,678 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,678 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,153,887 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$617,708 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $109,005 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $164,660 | OtherRevenueAmt |
| Revenue Not Reported | -$344,043 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,497,930 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $109,588 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $109,588 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,607,518 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,105,699 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $164,660 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $164,660 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,941,039 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $109,588 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $109,588 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,050,627 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2020 AND 2019, 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 164,660. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES FOR FUNDRAISING ACTIVITIES 164,660. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SALUTE DINNER | Event1Nm |
| Gross Receipts Event1 | $866,370 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $866,370 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $72,317 | OtherDirectExpensesEvent1Amt |
| Event2 | GAME LUNCH | Event2Nm |
| Gross Receipts Event2 | $269,733 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $250,733 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $19,000 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $32,736 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $55,357 | EntertainmentEvent2Amt |
| Gross Receipts Total | $1,136,103 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,117,103 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,000 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $32,736 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $55,357 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $72,317 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $160,410 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$141,410 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $8,500 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $4,250 | CashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $8,500 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $4,250 | CashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $4,250 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $4,250 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | KY | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (48 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF OUR LADY OF MERCY | |||||||
| 5801 FEGENBUSH LN | LOUISVILLE | KY | 402281158 | 611116388 | 501(C)(3) | $88,000 | EDUCATIONAL GRANT |
| ASCENSION PARISH | |||||||
| 4600 LYNNBROOK DR | LOUISVILLE | KY | 40220 | 610652304 | 501(C)(3) | $64,460 | EDUCATIONAL GRANT |
| ASSUMPTION HIGH SCHOOL | |||||||
| 2170 TYLER LANE | LOUISVILLE | KY | 402051916 | 611133759 | 501(C)(3) | $32,555 | EDUCATIONAL GRANT |
| BETHLEHEM HIGH SCHOOL | |||||||
| 309 W STEPHEN FOSTER AVE | BARDSTOWN | KY | 400041420 | 610592028 | 501(C)(3) | $83,790 | EDUCATIONAL GRANT |
| CORPUS CHRISTI CLASSICAL ACADEMY | |||||||
| 7010 SHELBYVILLE ROAD | SIMPSONVILLE | KY | 40067 | 611335590 | 501(C)(3) | $60,563 | EDUCATIONAL GRANT |
| HOLY ANGELS ACADEMY | |||||||
| 12201 OLD HENRY RD | LOUISVILLE | KY | 40223 | 610845326 | 501(C)(3) | $33,980 | EDUCATIONAL GRANT |
| HOLY CROSS HIGH SCHOOL | |||||||
| 5144 DIXIE HWY | LOUISVILLE | KY | 402161702 | 611053991 | 501(C)(3) | $82,854 | EDUCATIONAL GRANT |
| HOLY SPIRIT CHURCH | |||||||
| 3345 LEXINGTON RD | LOUISVILLE | KY | 40206 | 610700575 | 501(C)(3) | $16,910 | EDUCATIONAL GRANT |
| HOLY TRINITY CHURCH | |||||||
| 501 CHERRYWOOD RD | LOUISVILLE | KY | 402072103 | 610507073 | 501(C)(3) | $48,310 | EDUCATIONAL GRANT |
| IMMACULATA CLASSICAL ACADEMY | |||||||
| 6010 PRESTON HWY | LOUISVILLE | KY | 402191318 | 273305618 | 501(C)(3) | $51,150 | EDUCATIONAL GRANT |
| JOHN PAUL II ACADEMY | |||||||
| 3525 GOLDSMITH LN | LOUISVILLE | KY | 40220 | 204903089 | 501(C)(3) | $163,592 | EDUCATIONAL GRANT |
| NATIVITY ACADEMY | |||||||
| 529 E LIBERTY ST | LOUISVILLE | KY | 40202 | 510450314 | 501(C)(3) | $44,667 | EDUCATIONAL GRANT |
| NOTRE DAME ACADEMY | |||||||
| 1927 LEWISTON DR | LOUISVILLE | KY | 40216 | 050599203 | 501(C)(3) | $116,062 | EDUCATIONAL GRANT |
| OUR LADY OF LOURDES CHURCH | |||||||
| 508 BRECKENRIDGE LANE | LOUISVILLE | KY | 40207 | 616002467 | 501(C)(3) | $20,729 | EDUCATIONAL GRANT |
| PITT ACADEMY | |||||||
| 6010 PRESTON HWY | LOUISVILLE | KY | 40219 | 237066205 | 501(C)(3) | $36,630 | EDUCATIONAL GRANT |
| PRESENTATION ACADEMY | |||||||
| 861 S FOURTH ST | LOUISVILLE | KY | 402032115 | 610444780 | 501(C)(3) | $86,750 | EDUCATIONAL GRANT |
| SACRED HEART SCHOOLS | |||||||
| 3177 LEXINGTON RD | LOUISVILLE | KY | 40206 | 611181710 | 501(C)(3) | $87,480 | EDUCATIONAL GRANT |
| ST AGNES CHURCH | |||||||
| 1920 NEWBURG RD | LOUISVILLE | KY | 402051400 | 610463940 | 501(C)(3) | $50,884 | EDUCATIONAL GRANT |
| ST ALBERT THE GREAT CHURCH | |||||||
| 1395 GIRARD DR | LOUISVILLE | KY | 402226642 | 610568020 | 501(C)(3) | $85,160 | EDUCATIONAL GRANT |
| ST ALOYSIUS CHURCH | |||||||
| 212 MOUNT MERCY DR | PEWEE VALLEY | KY | 400568024 | 610448558 | 501(C)(3) | $47,730 | EDUCATIONAL GRANT |
| ST ANDREW ACADEMY | |||||||
| 7724 COLUMBINE DR | LOUISVILLE | KY | 40258 | 861136245 | 501(C)(3) | $152,512 | EDUCATIONAL GRANT |
| ST ANN PARISH CHURCH | |||||||
| 7500 HOWARDSTOWN RD | NEW HAVEN | KY | 40051 | 610903669 | 501(C)(3) | $3,250 | EDUCATIONAL GRANT |
| ST ATHANASIUS CHURCH | |||||||
| 5915 OUTER LOOP | LOUISVILLE | KY | 402194136 | 610591505 | 501(C)(3) | $113,964 | EDUCATIONAL GRANT |
| ST AUGUSTINE CHURCH | |||||||
| 235 S SPALDING AVE | LEBANON | KY | 400331297 | 610500831 | 501(C)(3) | $31,425 | EDUCATIONAL GRANT |
| ST BERNARD CHURCH | |||||||
| 7500 TANGELO DR | LOUISVILLE | KY | 402281599 | 610644954 | 501(C)(3) | $128,620 | EDUCATIONAL GRANT |
| ST CATHERINE CHURCH | |||||||
| 413 FIRST ST | NEW HAVEN | KY | 40051 | 610444801 | 501(C)(3) | $20,500 | EDUCATIONAL GRANT |
| ST DOMINIC CHURCH | |||||||
| 303 W MAIN STREET | SPRINGFIELD | KY | 400691230 | 610463942 | 501(C)(3) | $19,160 | EDUCATIONAL GRANT |
| ST EDWARD CHURCH | |||||||
| 9608 SUE HELEN DR | LOUISVILLE | KY | 402993298 | 610458536 | 501(C)(3) | $133,356 | EDUCATIONAL GRANT |
| ST FRANCIS DESALES HIGH SCHOOL | |||||||
| 425 KENWOOD DR | LOUISVILLE | KY | 402142897 | 610447247 | 501(C)(3) | $84,950 | EDUCATIONAL GRANT |
| ST FRANCIS OF ASSISI CHURCH | |||||||
| 1960 BARDSTOWN RD | LOUISVILLE | KY | 402051572 | 610444804 | 501(C)(3) | $46,511 | EDUCATIONAL GRANT |
| ST GABRIEL CHURCH | |||||||
| 5505 BARDSTOWN RD | LOUISVILLE | KY | 402911909 | 610523305 | 501(C)(3) | $101,550 | EDUCATIONAL GRANT |
| ST GREGORY CHURCH | |||||||
| 330 SAMUELS LOOP | COXS CREEK | KY | 400136505 | 610535159 | 501(C)(3) | $37,723 | EDUCATIONAL GRANT |
| ST JAMES CHURCH | |||||||
| 307 W DIXIE | ELIZABETHTOWN | KY | 427011701 | 610445851 | 501(C)(3) | $91,622 | EDUCATIONAL GRANT |
| ST JAMES CHURCH | |||||||
| 1826 EDENSIDE AVE | LOUISVILLE | KY | 402041597 | 610444806 | 501(C)(3) | $82,196 | EDUCATIONAL GRANT |
| ST JOSEPH PROTO-CATHEDRAL | |||||||
| 310 W STEPHEN FOSTER AVE | BARDSTOWN | KY | 40004 | 610485640 | 501(C)(3) | $62,600 | EDUCATIONAL GRANT |
| ST LEONARD CHURCH | |||||||
| 440 ZORN AVE | LOUISVILLE | KY | 402061417 | 610539297 | 501(C)(3) | $65,344 | EDUCATIONAL GRANT |
| ST MARGARET MARY CHURCH | |||||||
| 7813 SHELBYVILLE ROAD | LOUISVILLE | KY | 402225413 | 610576720 | 501(C)(3) | $9,000 | EDUCATIONAL GRANT |
| ST MARTHA CHURCH | |||||||
| 2825 KLONDIKE LN | LOUISVILLE | KY | 402181631 | 610591745 | 501(C)(3) | $104,679 | EDUCATIONAL GRANT |
| ST MARY ACADEMY | |||||||
| 11311 ST MARY LN | PROSPECT | KY | 40059 | 208936584 | 501(C)(3) | $28,186 | EDUCATIONAL GRANT |
| ST MICHAEL CHURCH | |||||||
| 3705 STONE LAKES DR | LOUISVILLE | KY | 402995495 | 610947181 | 501(C)(3) | $82,256 | EDUCATIONAL GRANT |
| ST NICHOLAS ACADEMY | |||||||
| 5501 NEW CUT RD | LOUISVILLE | KY | 40214 | 352248740 | 501(C)(3) | $122,280 | EDUCATIONAL GRANT |
| ST PATRICK CHURCH | |||||||
| 1000 N BECKLEY STATION RD | LOUISVILLE | KY | 402454550 | 611143233 | 501(C)(3) | $40,290 | EDUCATIONAL GRANT |
| ST PAUL CHURCH | |||||||
| 6901 DIXIE HWY | LOUISVILLE | KY | 402583915 | 610464179 | 501(C)(3) | $88,246 | EDUCATIONAL GRANT |
| ST RAPHAEL CHURCH | |||||||
| 2141 LANCASHIRE AVE | LOUISVILLE | KY | 402052957 | 610549869 | 501(C)(3) | $92,797 | EDUCATIONAL GRANT |
| ST RITA CHURCH | |||||||
| 8709 PRESTON HWY | LOUISVILLE | KY | 402194499 | 616002076 | 501(C)(3) | $217,945 | EDUCATIONAL GRANT |
| ST STEPHEN MARTYR CHURCH | |||||||
| 2931 PINDELL AVE | LOUISVILLE | KY | 402171752 | 610492373 | 501(C)(3) | $103,232 | EDUCATIONAL GRANT |
| ST XAVIER HIGH SCHOOL | |||||||
| 1609 POPLAR LEVEL RD | LOUISVILLE | KY | 402171343 | 610480949 | 501(C)(3) | $18,200 | EDUCATIONAL GRANT |
| TRINITY HIGH SCHOOL | |||||||
| 4011 SHELBYVILLE RD | LOUISVILLE | KY | 402073122 | 611256093 | 501(C)(3) | $19,750 | EDUCATIONAL GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 48 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD A LECHLEITER | ||||||||||||||
| PRESIDENT (NON-VOTING) | $232,930 | $0 | $0 | $0 | $0 | $0 | $16,231 | $0 | $10,987 | $0 | $260,148 | $0 | $0 | $0 |
| JULIE BAUM | ||||||||||||||
| SR. DIRECTOR OF OPERATIONS | $162,500 | $0 | $0 | $0 | $0 | $0 | $11,375 | $0 | $0 | $0 | $173,875 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ACTUAL SALE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $810,981 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,658 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | OTHER MARKETING/ADVERTISING | 7 | $65,983 | FMV |
| Yes (X) | OTHER TRAVEL AND ENTERTAINMENT | 1 | $21,364 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED AND APPROVED BY THE TREASURER 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 EXECUTIVE 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 CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHDIOCESE OF LOUISVILLE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 EAST COLLEGE STREET | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402011073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610447247 | EIN |
| Primary Activities | CATHOLIC CHURCH IN CENTRAL KENTUCKY CONSISTING OF 24 COUNTIES | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHDIOCESE OF LOUISVILLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $643,500 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments