2021-03-22T15:29:47-05:00 2020-06-30 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 990 2019-07-01 611294640 CATHOLIC EDUCATION FOUNDATION INC CATH 5025852747 401 W MAIN STREET NO 806 LOUISVILLE KY 40202 RICHARD LECHLEITER PRESIDENT 5025852747 2021-03-20 1 CARRIE A MERRILL CPA P00832283 5029923500 2021-03-20 2019 2022-09-23 18:48:47Z RICHARD LECHLEITER 401 W MAIN STREET NO 806 LOUISVILLE KY 40202 9009487 0 X WWW.CEFLOU.ORG X 1995 KY TO PROMOTE THE GROWTH AND VITALITY OF CATHOLIC EDUCATION IN THE ARCHDIOCESE OF LOUISVILLE. 24 24 6 2 0 0 5324304 5279395 0 0 269572 465283 -212334 -137160 5381542 5607518 3616714 3660786 0 0 893438 970829 0 0 748437 447411 419012 4957563 5050627 423979 556891 24811687 25007085 173500 320710 24638187 24686375 X THE CATHOLIC EDUCATION FOUNDATION IS DEDICATED TO THE GROWTH AND VITALITY OF CATHOLIC EDUCATION IN THE ARCHDIOCESE OF LOUISVILLE. THE FOUNDATION ADVANCES ITS MISSION PRIMARILY THROUGH TUITION ASSISTANCE GRANTS TO FAMILIES WHO CANNOT AFFORD THE FULL COST OF TUITION IN CATHOLIC ELEMENTARY SCHOOLS IN CENTRAL KENTUCKY. 0 0 3857877 3660786 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. 3857877 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 72 1 1 6 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 0 0 KY X THE ORGANIZATION 5025852747 401 W MAIN STREET NO 806 LOUISVILLE KY 40202 D HANK ROBINSON CHAIRMAN 3.00 X X 0 0 0 MOST REV JOSEPH E KURTZ DD VICE-CHAIRMAN 1.00 X X 0 0 0 TODD KLIMEK TREASURER 2.00 X X 0 0 0 STEPHEN E EMBRY SECRETARY 1.00 X X 0 0 0 CHARLES J DAHLEM CHAIR ELECT 1.00 X 0 0 0 WILLIAM J ROBY SR DIRECTOR 1.00 X 0 0 0 DAVID A DURIK DIRECTOR 1.00 X 0 0 0 BENJAMIN C FULTZ DIRECTOR 1.00 X 0 0 0 DONNA L HEITZMAN DIRECTOR 1.00 X 0 0 0 CHRISTOPHER J REID DIRECTOR 1.00 X 0 0 0 DOUGLAS J ABELL DIRECTOR 1.00 X 0 0 0 FR MARK M HAMILTON DIRECTOR 1.00 X 0 0 0 GREGORY A DEMUTH DIRECTOR 1.00 X 0 0 0 JANE C MORREAU DIRECTOR 1.00 X 0 0 0 JEANMARIE PASSAFIUME DIRECTOR 1.00 X 0 0 0 JOHN D SWEENEY JR DIRECTOR 1.00 X 0 0 0 KATHLEEN C HERRINGTON DIRECTOR 1.00 X 0 0 0 LEISA M SCHULZ DIRECTOR 1.00 X 0 0 0 LEONARD M SPALDING DIRECTOR 1.00 X 0 0 0 MICHAEL L ASH DIRECTOR 1.00 X 0 0 0 NEIL P RAMSEY DIRECTOR 1.00 X 0 0 0 REVEREND JOHN P STOLZ DIRECTOR 1.00 X 0 0 0 ROBERT L ASH DIRECTOR 1.00 X 0 0 0 SR JEAN ANNE ZAPPA DIRECTOR 1.00 X 0 0 0 RICHARD A LECHLEITER PRESIDENT (NON-VOTING) 60.00 X X 232930 0 27218 JULIE BAUM SR. DIRECTOR OF OPERATIONS 50.00 X 162500 0 11375 KEVIN S WOODWARD DIRECTOR OF DEVELOPMENT 50.00 X 127336 0 20717 522766 0 59310 3 0 1 0 0 1117103 4162292 928486 5279395 368607 368607 3333985 3237309 96676 96676 96676 19000 1117103 160410 -141410 -141410 8500 4250 4250 4250 5607518 0 0 328123 3660786 3660786 395430 67223 67223 260984 508153 108731 102589 296833 21394 3637 3637 14120 23305 3962 3962 15381 22547 3833 3833 14881 10997 9705 1292 109588 109588 10451 10451 35284 35284 123074 103429 19645 25167 1351 23816 36666 24178 12488 1425 1425 12732 12732 8943 8943 FUNDRAISING EXPENE 22522 22522 ENTERTAINMENT 22060 22060 MISCELLANEOUS 103 48 55 5050627 3857877 444313 748437 44019 124006 991796 1267804 1556561 2230081 19123 20774 53271 32593 19186 20678 20799834 20047991 1306906 1249920 74262 45831 24811687 25007085 173500 195110 125600 173500 320710 X 2317420 906377 22320767 23779998 24638187 24686375 24811687 25007085 556891 -617708 109005 0 X X 0 1 X 1 0 X 3824869 3470241 4678102 5324304 5279395 22576911 3824869 3470241 4678102 5324304 5279395 22576911 825431 21751480 255139 244945 319583 377632 368607 1565906 138601 130780 122951 127783 27500 547615 24690432 0.88100 0.89150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22320767 3226508 -48246 1719031 23779998 20983524 2945579 128277 1736613 22320767 19527267 2830677 122848 912574 584694 20983524 19359177 1740994 117911 884779 806036 19527267 18621579 2244154 8536 942473 572619 19359177 0.00000 0.89570 0.10430 0 0 53271 32593 20678 20678 X 5153887 -617708 109005 164660 -344043 5497930 109588 109588 5607518 5105699 164660 164660 4941039 109588 109588 5050627 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. SALUTE DINNER 866370 866370 72317 GAME LUNCH 269733 250733 19000 32736 55357 1136103 1117103 19000 32736 55357 72317 160410 -141410 8500 4250 0 8500 4250 4250 4250 KY 1 0 0 0 0 0 1 ACADEMY OF OUR LADY OF MERCY 5801 FEGENBUSH LN LOUISVILLE KY 402281158 611116388 501(C)(3) 88000 EDUCATIONAL GRANT ASCENSION PARISH 4600 LYNNBROOK DR LOUISVILLE KY 40220 610652304 501(C)(3) 64460 EDUCATIONAL GRANT ASSUMPTION HIGH SCHOOL 2170 TYLER LANE LOUISVILLE KY 402051916 611133759 501(C)(3) 32555 EDUCATIONAL GRANT BETHLEHEM HIGH SCHOOL 309 W STEPHEN FOSTER AVE BARDSTOWN KY 400041420 610592028 501(C)(3) 83790 EDUCATIONAL GRANT CORPUS CHRISTI CLASSICAL ACADEMY 7010 SHELBYVILLE ROAD SIMPSONVILLE KY 40067 611335590 501(C)(3) 60563 EDUCATIONAL GRANT HOLY ANGELS ACADEMY 12201 OLD HENRY RD LOUISVILLE KY 40223 610845326 501(C)(3) 33980 EDUCATIONAL GRANT HOLY CROSS HIGH SCHOOL 5144 DIXIE HWY LOUISVILLE KY 402161702 611053991 501(C)(3) 82854 EDUCATIONAL GRANT HOLY SPIRIT CHURCH 3345 LEXINGTON RD LOUISVILLE KY 40206 610700575 501(C)(3) 16910 EDUCATIONAL GRANT HOLY TRINITY CHURCH 501 CHERRYWOOD RD LOUISVILLE KY 402072103 610507073 501(C)(3) 48310 EDUCATIONAL GRANT IMMACULATA CLASSICAL ACADEMY 6010 PRESTON HWY LOUISVILLE KY 402191318 273305618 501(C)(3) 51150 EDUCATIONAL GRANT JOHN PAUL II ACADEMY 3525 GOLDSMITH LN LOUISVILLE KY 40220 204903089 501(C)(3) 163592 EDUCATIONAL GRANT NATIVITY ACADEMY 529 E LIBERTY ST LOUISVILLE KY 40202 510450314 501(C)(3) 44667 EDUCATIONAL GRANT NOTRE DAME ACADEMY 1927 LEWISTON DR LOUISVILLE KY 40216 050599203 501(C)(3) 116062 EDUCATIONAL GRANT OUR LADY OF LOURDES CHURCH 508 BRECKENRIDGE LANE LOUISVILLE KY 40207 616002467 501(C)(3) 20729 EDUCATIONAL GRANT PITT ACADEMY 6010 PRESTON HWY LOUISVILLE KY 40219 237066205 501(C)(3) 36630 EDUCATIONAL GRANT PRESENTATION ACADEMY 861 S FOURTH ST LOUISVILLE KY 402032115 610444780 501(C)(3) 86750 EDUCATIONAL GRANT SACRED HEART SCHOOLS 3177 LEXINGTON RD LOUISVILLE KY 40206 611181710 501(C)(3) 87480 EDUCATIONAL GRANT ST AGNES CHURCH 1920 NEWBURG RD LOUISVILLE KY 402051400 610463940 501(C)(3) 50884 EDUCATIONAL GRANT ST ALBERT THE GREAT CHURCH 1395 GIRARD DR LOUISVILLE KY 402226642 610568020 501(C)(3) 85160 EDUCATIONAL GRANT ST ALOYSIUS CHURCH 212 MOUNT MERCY DR PEWEE VALLEY KY 400568024 610448558 501(C)(3) 47730 EDUCATIONAL GRANT ST ANDREW ACADEMY 7724 COLUMBINE DR LOUISVILLE KY 40258 861136245 501(C)(3) 152512 EDUCATIONAL GRANT ST ANN PARISH CHURCH 7500 HOWARDSTOWN RD NEW HAVEN KY 40051 610903669 501(C)(3) 3250 EDUCATIONAL GRANT ST ATHANASIUS CHURCH 5915 OUTER LOOP LOUISVILLE KY 402194136 610591505 501(C)(3) 113964 EDUCATIONAL GRANT ST AUGUSTINE CHURCH 235 S SPALDING AVE LEBANON KY 400331297 610500831 501(C)(3) 31425 EDUCATIONAL GRANT ST BERNARD CHURCH 7500 TANGELO DR LOUISVILLE KY 402281599 610644954 501(C)(3) 128620 EDUCATIONAL GRANT ST CATHERINE CHURCH 413 FIRST ST NEW HAVEN KY 40051 610444801 501(C)(3) 20500 EDUCATIONAL GRANT ST DOMINIC CHURCH 303 W MAIN STREET SPRINGFIELD KY 400691230 610463942 501(C)(3) 19160 EDUCATIONAL GRANT ST EDWARD CHURCH 9608 SUE HELEN DR LOUISVILLE KY 402993298 610458536 501(C)(3) 133356 EDUCATIONAL GRANT ST FRANCIS DESALES HIGH SCHOOL 425 KENWOOD DR LOUISVILLE KY 402142897 610447247 501(C)(3) 84950 EDUCATIONAL GRANT ST FRANCIS OF ASSISI CHURCH 1960 BARDSTOWN RD LOUISVILLE KY 402051572 610444804 501(C)(3) 46511 EDUCATIONAL GRANT ST GABRIEL CHURCH 5505 BARDSTOWN RD LOUISVILLE KY 402911909 610523305 501(C)(3) 101550 EDUCATIONAL GRANT ST GREGORY CHURCH 330 SAMUELS LOOP COXS CREEK KY 400136505 610535159 501(C)(3) 37723 EDUCATIONAL GRANT ST JAMES CHURCH 307 W DIXIE ELIZABETHTOWN KY 427011701 610445851 501(C)(3) 91622 EDUCATIONAL GRANT ST JAMES CHURCH 1826 EDENSIDE AVE LOUISVILLE KY 402041597 610444806 501(C)(3) 82196 EDUCATIONAL GRANT ST JOSEPH PROTO-CATHEDRAL 310 W STEPHEN FOSTER AVE BARDSTOWN KY 40004 610485640 501(C)(3) 62600 EDUCATIONAL GRANT ST LEONARD CHURCH 440 ZORN AVE LOUISVILLE KY 402061417 610539297 501(C)(3) 65344 EDUCATIONAL GRANT ST MARGARET MARY CHURCH 7813 SHELBYVILLE ROAD LOUISVILLE KY 402225413 610576720 501(C)(3) 9000 EDUCATIONAL GRANT ST MARTHA CHURCH 2825 KLONDIKE LN LOUISVILLE KY 402181631 610591745 501(C)(3) 104679 EDUCATIONAL GRANT ST MARY ACADEMY 11311 ST MARY LN PROSPECT KY 40059 208936584 501(C)(3) 28186 EDUCATIONAL GRANT ST MICHAEL CHURCH 3705 STONE LAKES DR LOUISVILLE KY 402995495 610947181 501(C)(3) 82256 EDUCATIONAL GRANT ST NICHOLAS ACADEMY 5501 NEW CUT RD LOUISVILLE KY 40214 352248740 501(C)(3) 122280 EDUCATIONAL GRANT ST PATRICK CHURCH 1000 N BECKLEY STATION RD LOUISVILLE KY 402454550 611143233 501(C)(3) 40290 EDUCATIONAL GRANT ST PAUL CHURCH 6901 DIXIE HWY LOUISVILLE KY 402583915 610464179 501(C)(3) 88246 EDUCATIONAL GRANT ST RAPHAEL CHURCH 2141 LANCASHIRE AVE LOUISVILLE KY 402052957 610549869 501(C)(3) 92797 EDUCATIONAL GRANT ST RITA CHURCH 8709 PRESTON HWY LOUISVILLE KY 402194499 616002076 501(C)(3) 217945 EDUCATIONAL GRANT ST STEPHEN MARTYR CHURCH 2931 PINDELL AVE LOUISVILLE KY 402171752 610492373 501(C)(3) 103232 EDUCATIONAL GRANT ST XAVIER HIGH SCHOOL 1609 POPLAR LEVEL RD LOUISVILLE KY 402171343 610480949 501(C)(3) 18200 EDUCATIONAL GRANT TRINITY HIGH SCHOOL 4011 SHELBYVILLE RD LOUISVILLE KY 402073122 611256093 501(C)(3) 19750 EDUCATIONAL GRANT 48 0 PART I, LINE 2: CATHOLIC EDUCATION FOUNDATION GRANT APPLICATIONS STATE TERMS FOR ELIGIBILTY OF GRANTS. THE FOUNDATION STAFF REVIEWS GRANT APPLICATIONS FOR CONFORMITY WITH THOSE GRANTS. GRANT AWARDEES SUBMIT DOCUMENTATION OF EXPENDITURES ELIGIBLE FOR REIMBURSEMENT THROUGH THE GRANTS, AND THE FOUNDATION STAFF REVIEWS AND APPROVES OR DENIES THE EXPENDITURES WITH REGARD TO ELIGIBILTY AND TIMING. FAMILIES APPLYING FOR TUITION ASSISTANCE APPLY THROUGH A THIRD PARTY SERVICE THAT RANKS APPLICANTS ACCORDING TO DOCUMENTED NEED. THE CATHOLIC EDUCATION FOUNDATION AWARDS AID TO THE NEEDIEST FAMILIES, ISSUES VOUCHERS, AND REMITS ASSISTANCE TO SCHOOLS AFTER THE SCHOOLS CERTIFY THE STUDENT ENROLLMENTS. X X X X 0 0 0 0 0 0 0 0 0 RICHARD A LECHLEITER PRESIDENT (NON-VOTING) 232930 0 0 0 0 0 16231 0 10987 0 260148 0 0 0 JULIE BAUM SR. DIRECTOR OF OPERATIONS 162500 0 0 0 0 0 11375 0 0 0 173875 0 0 0 X 1 8500 ACTUAL SALE X 24 810981 FMV X 1 21658 FMV X OTHER MARKETING/ADVERTISING 7 65983 FMV X OTHER TRAVEL AND ENTERTAINMENT 1 21364 FMV 0 0 0 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. ARCHDIOCESE OF LOUISVILLE 212 EAST COLLEGE STREET LOUISVILLE KY 402011073 610447247 CATHOLIC CHURCH IN CENTRAL KENTUCKY CONSISTING OF 24 COUNTIES KY 501(C)(3) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARCHDIOCESE OF LOUISVILLE C 643500 CASH