CATHOLIC LEADERSHIP INSTITUTE: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC LEADERSHIP INSTITUTE (EIN 23-2661414)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-14
- IRS object ID
- 201913189349312536
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T16:25:15-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232661414 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC LEADERSHIP INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 6103631315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 E SWEDESFORD ROAD NO 3040 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL CELLUCCI | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6103631315 | PhoneNum |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 19:45:12 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 70545651873736B39CE34854CE8383AE7E7A4B44 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 286219E15AFA19FAACC75CA249A921020E689FD8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL CELLUCCI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 E SWEDESFORD ROAD NO 3040 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,676,700 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CATHOLICLEADERS.ORG | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | EQUIPPING LEADERS. IGNITING HOPE. AUTHENTIC & FAITHFUL ACCOMPANIMENT-BUILDING THE FUTURE OF OUR CHURCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,811,128 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,879,433 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,940,087 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,734,485 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,742 | PYInvestmentIncomeAmt |
| CY Investment Income | $62,782 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,761,957 | PYTotalRevenueAmt |
| CY Total Revenue | $5,676,700 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,261,879 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,608,712 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,072,209 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,694,853 | PYOtherExpensesAmt |
| CY Other Expenses | $1,465,236 | CYOtherExpensesAmt |
| PY Total Expenses | $3,956,732 | PYTotalExpensesAmt |
| CY Total Expenses | $4,073,948 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $805,225 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,602,752 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,685,549 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,454,358 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $327,405 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $493,462 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,358,144 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,960,896 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CATHOLIC LEADERSHIP INSTITUTE (CLI) PROVIDES BISHOPS, PRIESTS, RELIGIOUS, DEACONS AND LAY PERSONS IN THE ROMAN CATHOLIC CHURCH WITH WORLD-CLASS, PASTORAL LEADERSHIP FORMATION AND CONSULTING SERVICES THAT STRENGTHEN THEIR CONFIDENCE AND COMPETENCE IN MINISTRY, ENABLING THEM TO ARTICULATE A VISION FOR THEIR LOCAL CHURCH, TO CALL FORTH THE GIFTS OF THOSE THEY LEAD, AND TO CREATE MORE VIBRANT FAITH COMMUNITIES ROOTED IN JESUS CHRIST. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,026,788 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $821,069 | RevenueAmt |
| Desc | AN ADDITIONAL $344,137 OF CUSTOM TRAINING WAS PROVIDED THROUGH DONOR DIRECTED SUPPORT. CUSTOM SERVICES - CLI WILL CUSTOMIZE ANY TRAINING OR PLANNING SERVICE TO MEET THE NEEDS OF THE DIOCESE OR PARISH. WORKING CLOSELY WITH LEADERSHIP, WE WILL CREATE THE TRAINING OR PLANNING PROCESS LEVERAGING THE PROVEN LEADERSHIP PRACTICES AND METHODOLOGIES. THREE OTHER SERVICES INCLUDED IN CUSTOM SERVICES ARE THE DISCIPLE MAKER INDEX, PARISH MISSIONARY DISCIPLES, AND THE EPISCOPAL ONGOING FORMATION SESSIONS. DISCIPLE MAKER INDEX (DMI) - THE DMI IS THE FIRST OF ITS KIND. THE DMI MEASURES, TRACKS AND DRAWS CORRELATIONS AMONG 75 FACTORS THAT INFLUENCE THE SPIRITUAL DEVELOPMENT OF A PARISH. THE DMI PROVIDES FACTUAL INFORMATION THAT CAN HELP IDENTIFY, CLARIFY, AND SET PRIORITIES IN A PASTORAL PLAN.EPISCOPAL ONGOING FORMATION AND SUPPORT (EOFS) SESSIONS PROVIDE SKILL-BUILDING AND COACHING TO BISHOPS AS THEY ENVISION A STRONG FUTURE FOR THEIR LOCAL CHURCHES AND RESPOND TO THE LEADERSHIP CHALLENGES THEY ENCOUNTER. EACH THREE DAY SESSION OFFERS FRATERNITY AND PRAYER THAT ENABLE A BISHOP TO CONTEMPLATE HIS ROLE AND RESPONSIBILITIES TOGETHER WITH BROTHER BISHOPS AND IN LIGHT OF THE FINEST LEADERSHIP PRACTICES.PARISH MISSIONARY DISCIPLES IS A TRAINING PROGRAM THAT PROVIDES A PATHWAY BY WHICH PARISHES TRANSFORM CATHOLIC BELIEVERS INTO MISSIONARY DISCIPLES. THIS TRAINING DEEPENS ONE'S RELATIONSHIP WITH JESUS CHRIST, TRANSFORMS ONE INTO A DISCIPLE, AND EMPOWERS ONE TO MEANINGFULLY, JOYFULLY, AND RESPECTFULLY GIVE WITNESS TO HOW JESUS CHRIST LIVES IN OUR HEARTS, INFLUENCES OUR LIVES AND CALLS US TO HOLINESS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $502,090 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $320,182 | RevenueAmt |
| Desc | AN ADDITIONAL $92,943 OF TRAINING WAS PROVIDED THROUGH DONOR DIRECTED SUPPORT. GOOD LEADERS, GOOD SHEPHERDS PROGRAM IS A ONE YEAR LEADERSHIP FORMATION CURRICULUM IN SUPPORT OF PRIESTLY LEADERSHIP AND MINISTRY. PRIESTS RECEIVE WORLD CLASS LEADERSHIP DEVELOPMENT TRAINING THAT WILL MAKE THEM BETTER LEADERS AND PASTORS. THIS IS ONE OF THE MOST EXCITING AND EFFECTIVE LEADERSHIP TRAINING PROGRAMS IN THE CATHOLIC CHURCH TODAY REACHING OVER 3,000 PRIESTS TO DATE.SELF-LEADERSHIP AND SEMINARY FORMATION - LEADERSHIP FORMATION AND SKILL BUILDING TRAINING FOR DISCERNING MEN OF GOD STUDYING FOR THE ROMAN CATHOLIC PRIESTHOOD. THIS PROGRAM SUPPORTS THE OVERALL FORMATION OF A GRADUATE SEMINARY AS IT SEEKS TO IMPLEMENT THE FOUR DIMENSIONS OF PRIESTLY DEVELOPMENT: SPIRITUAL, HUMAN, INTELLECTUAL AND PASTORAL.GRADUATE & DIOCESAN SERVICES (GDS) PROVIDES FOR THE ONGOING APPLICATION OF BEST LEADERSHIP PRACTICES, CONTINUED FORMATION IN LEADERSHIP SKILLS AND FRATERNAL SUPPORT BEGUN IN GOOD LEADERS, GOOD SHEPHERDS. THROUGH THE INTEGRATION OF THREE COMPONENTS, FRATERNAL FORUM, TENDING THE TALENTS, AND INDIVIDUAL COACHING, GDS FOSTERS A SHARED CULTURE OF LEADERSHIP EXCELLENCE WITHIN PARISH AND DIOCESAN COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $271,757 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $448,309 | RevenueAmt |
| Desc | DIOCESAN CONSULTING SERVICES (DCS) - ALTHOUGH CONSULTING SERVICES ARE UNIQUE AND VARIED, WE HIGHLIGHT TWO MAIN OFFERINGS:BUILD & MAINTAIN A COHESIVE LEADERSHIP TEAM: CLI ASSISTS THE BISHOP AND HIS KEY STAFF TO DEVELOP QUALITY, COLLABORATIVE RELATIONSHIPS AMONG THEMSELVES AND TO BECOME A STRONG, FOCUSED LEADERSHIP TEAM FOR THE DIOCESE.DISCERN & PROCLAIM A MUTUALLY SHARED VISION AND DIOCESAN PRIORITIES: CLI HELPS TO GUIDE A BISHOP AND HIS PRAYERFULLY DISCERNED ENVISIONING LEADERSHIP TEAM WITH THE CREATION OF A MUTUALLY SHARED VISION FOR THE DIOCESE FOCUSED ON A SACRED PURPOSE, CORE VALUES, A 5-YEAR STATEMENT OF VISION AND 3 PRIORITIES.ALL CONSULTING SERVICES ARE STRUCTURED TO FACILITATE STRONG, COLLABORATIVE RELATIONSHIPS BETWEEN KEY STAFF AND TEAM MEMBERS. OUR SERVICES EMPHASIZE AS WELL AMONG KEY STAFF, TEAM MEMBERS AND THEIR BISHOP RESPECTFUL COMMUNICATION, A COMMON VISION FOR FUTURE MINISTRY AND UNIFIED SUPPORT FOR ACCOMPANYING DECISIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $721,389 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $144,925 | RevenueAmt |
| Desc | $707,033 OF ADDITIONAL NEXT GENERATION PARISH PILOT SERVICES WERE PROVIDED THROUGH DONOR DIRECTED SUPPORT. THE NEXT GENERATION PARISH PILOT IS A FOUR-YEAR PROGRAM DESIGNED BY CATHOLIC LEADERSHIP INSTITUTE TO SUPPORT THE CHURCH'S JOURNEY INTO TOMORROW BY CREATING MODELS OF NEXT GENERATION PARISHES. A NEXT GENERATION PARISH HAS THE ABILITY TO GROW, THRIVE, AND BRING PEOPLE CLOSER TO JESUS. MASS ATTENDANCE AND COLLECTIONS WILL INCREASE. MORE PEOPLE WILL HAVE A PERSONAL ENCOUNTER WITH JESUS AND GROW IN THEIR FAITH. PARISHES WILL BE FOCUSED ON EVANGELIZATION AND DISCIPLESHIP. PARENTS WILL HAVE THE SUPPORT THEY NEED TO PASS THE FAITH ON TO CHILDREN AND GRANDCHILDREN. PARISHES WILL AGAIN BE VIBRANT COMMUNITIES WHO GATHER ON SUNDAY AND THEN TRANSFORM THE WORLD IN HIS NAME THE REST OF THE WEEK. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $721,389 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $144,925 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,522,024 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | 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 | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 43 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 1 | Form8899Filedind |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| 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 | 6103631315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 E SWEDESFORD ROAD NO 3040 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DANIEL CELLUCCI | |||||||
| CEO | 40.00 | Yes (X) | Yes (X) | $201,557 | $0 | $18,740 | |
| TIMOTHY C FLANAGAN | |||||||
| FOUNDER AND BOARD MEMBER | 30.00 | Yes (X) | Yes (X) | $153,549 | $0 | $5,969 | |
| WILLIAM OROSZ | |||||||
| CHAIRMAN | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARTHA ORTIZ | |||||||
| SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BERNARDA NEAL | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN O'TOOLE | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| FRANK HANNA III | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE MURPHY | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CORCORAN | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS HEULE | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT NEAL | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| GINNY KOEHLER | |||||||
| TREASURER, VP FINANCE & OPERATIONS | 40.00 | Yes (X) | $128,128 | $0 | $19,213 | ||
| LUCILLE SMITH | |||||||
| VICE PRESIDENT | 40.00 | $137,889 | $0 | $15,281 | Yes (X) | ||
| REBECCA BOUDWIN | |||||||
| DIRECTOR, PHILANTHROPY | 40.00 | $123,138 | $0 | $1,013 | Yes (X) | ||
| DENISE EHLEN | |||||||
| MASTER TRAINER | 40.00 | $100,507 | $0 | $17,723 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $844,768 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $77,939 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEASURING SUCCESS LLC | |||||
| 1629 K STREET NW SUITE 604 | WASHINGTON | DC | 20006 | DATA ANALYTICS | $179,128 |
| PPS PRINT SOLUTIONS | |||||
| 501 ABBOTT DRIVE UNIT 4 | BROOMALL | PA | 19008 | PRINTING SERVICES | $157,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,879,433 | AllOtherContributionsAmt |
| Noncash Contributions | $72,098 | NoncashContributionsAmt |
| Total Contributions | $3,879,433 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTICIPANT FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $1,734,485 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,734,485 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,734,485 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,782 | TotalRevenueColumnAmt |
| Exclusion | $62,782 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,676,700 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,734,485 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,782 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,611 | TotalAmt |
| Program Services | $105,741 | ProgramServicesAmt |
| Management And General | $214,043 | ManagementAndGeneralAmt |
| Fundraising | $245,827 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,721,424 | TotalAmt |
| Program Services | $1,169,427 | ProgramServicesAmt |
| Management And General | $114,542 | ManagementAndGeneralAmt |
| Fundraising | $437,455 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,636 | TotalAmt |
| Program Services | $19,764 | ProgramServicesAmt |
| Management And General | $2,115 | ManagementAndGeneralAmt |
| Fundraising | $1,757 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,085 | TotalAmt |
| Program Services | $84,145 | ProgramServicesAmt |
| Management And General | $18,541 | ManagementAndGeneralAmt |
| Fundraising | $20,399 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,956 | TotalAmt |
| Program Services | $101,474 | ProgramServicesAmt |
| Management And General | $22,866 | ManagementAndGeneralAmt |
| Fundraising | $50,616 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,495 | TotalAmt |
| Program Services | $8,898 | ProgramServicesAmt |
| Management And General | $2,599 | ManagementAndGeneralAmt |
| Fundraising | $5,998 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,200 | TotalAmt |
| Program Services | $8,239 | ProgramServicesAmt |
| Management And General | $2,407 | ManagementAndGeneralAmt |
| Fundraising | $5,554 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,018 | TotalAmt |
| Program Services | $33,066 | ProgramServicesAmt |
| Management And General | $9,660 | ManagementAndGeneralAmt |
| Fundraising | $22,292 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,924 | TotalAmt |
| Program Services | $9,624 | ProgramServicesAmt |
| Management And General | $2,812 | ManagementAndGeneralAmt |
| Fundraising | $6,488 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,985 | TotalAmt |
| Program Services | $24,530 | ProgramServicesAmt |
| Fundraising | $24,455 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,043 | TotalAmt |
| Program Services | $34,043 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,819 | TotalAmt |
| Program Services | $69,074 | ProgramServicesAmt |
| Management And General | $20,179 | ManagementAndGeneralAmt |
| Fundraising | $46,566 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,319 | TotalAmt |
| Program Services | $292,554 | ProgramServicesAmt |
| Fundraising | $69,765 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,078 | TotalAmt |
| Program Services | $548 | ProgramServicesAmt |
| Management And General | $160 | ManagementAndGeneralAmt |
| Fundraising | $370 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,641 | TotalAmt |
| Management And General | $25,641 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PROGRAM MATERIALS | $297,573 | $297,573 | |
| COMMUNICATIONS & STEWAR | $125,875 | $125,875 | |
| BISHOP'S PROGRAM | $81,480 | $81,480 | |
| PROGRAM DEVELOPMENT/QUA | $74,682 | $74,682 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,104 | TotalAmt |
| Program Services | $107,162 | ProgramServicesAmt |
| Management And General | $44,150 | ManagementAndGeneralAmt |
| Fundraising | $8,792 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,073,948 | TotalAmt |
| Program Services | $2,522,024 | ProgramServicesAmt |
| Management And General | $479,715 | ManagementAndGeneralAmt |
| Fundraising | $1,072,209 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,597 | BOYAmt |
| EOY | $130,530 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,317,998 | BOYAmt |
| EOY | $5,021,902 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,006,435 | BOYAmt |
| EOY | $1,142,925 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,170 | BOYAmt |
| EOY | $72,002 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,001 | BOYAmt |
| EOY | $86,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $136,178 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $135,909 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,348 | BOYAmt |
| EOY | $269 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,685,549 | BOYAmt |
| EOY | $6,454,358 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,710 | BOYAmt |
| EOY | $216,809 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,695 | BOYAmt |
| EOY | $276,653 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,405 | BOYAmt |
| EOY | $493,462 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,789,280 | BOYAmt |
| EOY | $2,410,214 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,568,864 | BOYAmt |
| EOY | $3,550,682 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,358,144 | BOYAmt |
| EOY | $5,960,896 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,685,549 | BOYAmt |
| EOY | $6,454,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,602,752 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $3,840,408 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,683,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,339,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,811,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,879,433 | CurrentTaxYearAmt |
| Total | $15,554,117 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,840,408 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,683,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,339,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,811,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,879,433 | CurrentTaxYearAmt |
| Total | $15,554,117 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,576,585 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,977,532 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,227 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,782 | CurrentTaxYearAmt |
| Total | $89,930 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,644,047 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,278,604 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67390 | 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
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $136,178 | OtherCostOrOtherBasisAmt |
| Depreciation | $135,909 | DepreciationAmt |
| Book Value | $269 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $269 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,676,700 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,676,700 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,676,700 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,073,948 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,073,948 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,073,948 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE INSTITUTE FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD HAS NO IMPACT ON CATHOLIC LEADERSHIP INSTITUTE'S FINANCIAL STATEMENTS. THE INSTITUTE HAS NOT BEEN AUDITED BY ANY TAXING AUTHORITY IN RECENT YEARS. THEREFORE, ALL YEARS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE IN THE EVENT THAT THE INSTITUTE'S TAX-EXEMPT STATUS IS CHALLENGED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL CELLUCCI | ||||||||||||||
| CEO | $182,557 | $0 | $19,000 | $0 | $0 | $0 | $6,183 | $0 | $12,557 | $0 | $220,297 | $0 | $0 | $0 |
| TIMOTHY C FLANAGAN | ||||||||||||||
| FOUNDER AND BOARD MEMBER | $146,049 | $0 | $7,500 | $0 | $0 | $0 | $4,620 | $0 | $1,349 | $0 | $159,518 | $0 | $0 | $0 |
| LUCILLE SMITH | ||||||||||||||
| VICE PRESIDENT | $137,889 | $0 | $0 | $0 | $0 | $0 | $4,035 | $0 | $11,246 | $0 | $153,170 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | TIM FLANAGAN'S ADDITIONAL COMPENSATION IS RECOMMENDED BY THE COMPENSATION COMMITTEE AND APPROVED BY THE BOARD. THE BASIS FOR THE ADDITIONAL COMPENSATION WAS THE NUMBER OF DAYS ON THE ROAD/GIVEN TO THE ORGANIZATION IN EXCESS OF THE 30 HOURS PER WEEK COMMITMENT (OUTSIDE HIS SERVICE TO THE BOARD), AND THE SUCCESSFUL STEWARDSHIP OF DONOR RELATIONSHIPS AND GROWTH OF THE PHILANTHROPIC REACH IN FY19. | ExplanationTxt |
Schedule M IRS990ScheduleM
Intellectual Property IntellectualPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $34,044 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ROYALTY BENEFIT | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $38,054 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. STOCK VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBERS REPORTED IN PART I COLUMN B REPRESENT THE NUMBER OF INDIVIDUAL CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, THE CEO, AND THE CHAIRS OF EACH COMMITTEE AND OTHERS AS NOMINATED BY THE NOMINATING AND GOVERNANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. THE EXECUTIVE COMMITTEE SHALL EXERCISE THE FULL AUTHORITY OF THE BOARD OF DIRECTORS AS NEEDED WHEN THE FULL BOARD DOES NOT MEET WITH THE EXCEPTION OF CHANGING THE CHARTER OR BYLAWS, ELECTING DIRECTORS AND OFFICERS, AND APPROVING THE ANNUAL BUDGET. |
| FORM 990, PART VI, SECTION A, LINE 2 | BERNARDA NEAL AND ROBERT NEAL HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE AUDIT AND FINANCE COMMITTEE. THE BOD DELEGATED AUTHORITY TO APPROVE THE FORM 990 TO THE AUDIT AND FINANCE COMMITTEE. THE BOD IS INFORMED OF THE APPROVED FORM 990 AT THE NOVEMBER BOD MEETING. EACH BOD MEMBER IS GIVEN A COMPLETE ELECTRONIC COPY PRIOR TO THE RETURN BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST STATEMENT IS COMPLETED ANNUALLY BY ALL BOARD MEMBERS AND ALL STAFF. NEW EMPLOYEES ALSO COMPLETE THE CONFLICT OF INTEREST STATEMENT AS PART OF THE NEW HIRE PROCESS. THE ANNUAL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED, SUMMARIZED, AND DISCUSSED WITH THE NOMINATING AND GOVERNANCE COMMITTEE. A SUMMARY IS PROVIDED TO THE BOARD OF DIRECTORS AT THE SUBSEQUENT BOARD MEETING. ALL FORMS ARE KEPT ON FILE AND AVAILABLE FOR REVIEW. SHOULD ANY CONFLICTS ARISE (WHICH THEY HAVE NOT) IT WOULD BE HANDLED BY THE CHAIRMAN OF THE BOARD AND MONITORED ACCORDINGLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO COMPENSATION - THE CEO SIGNED AN EMPLOYMENT AGREEMENT IN FY19 WHICH ALSO INCLUDES AN OPTIONAL DEFERRED COMPENSATION PLAN. ANNUALLY, THE CEO IS REVIEWED BY THE BOARD CHAIR WITH INPUT FROM THE COMPENSATION COMMITTEE CHAIR AND ALL OTHER BOARD MEMBERS. THE COMPENSATION IS ASSESSED AFTER A REVIEW OF EXTERNAL SOURCES. THE COMPENSATION COMMITTEE RECOMMENDS TO THE BOARD, THE CEO'S MERIT INCREASE AND INCENTIVE/DEFERRED COMPENSATION AS DEFINED WITHIN THE EMPLOYMENT AGREEMENT. THE BOARD OF DIRECTORS DISCUSS THE CEO'S REVIEW AND RECOMMENDED COMPENSATION. THE BOARD APPROVES THE CEO'S COMPENSATION. THE DELIBERATIONS AND FINAL DECISIONS WERE TIMELY DOCUMENTED IN THE COMMITTEE AND BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15B: OTHER OFFICERS/KEY EMPLOYEES - THE FOUNDER'S COMPENSATION, IN THE ROLE OF MAJOR GIFT OFFICER, IS DETERMINED IN A SIMILAR PROCESS AS THE CEO, INCLUDING THE USE OF RELEVANT COMPARABILITY DATA, THE ONLY DIFFERENCE IS THE REVIEW IS CONDUCTED BY THE BOARD CHAIR WITH INPUT FROM THE CEO AND OTHER BOARD MEMBERS. THE COMPENSATION COMMITTEE RECOMMENDS TO THE BOARD THE FOUNDER'S MERIT INCREASE AND IF APPROPRIATE BONUS. COMPENSATION OF OTHER OFFICERS AND/OR KEY EMPLOYEES IS DETERMINED BY THE CEO IN RECOMMENDATION TO THE COMPENSATION COMMITTEE AFTER REVIEW OF INTERNAL AND EXTERNAL SOURCES AND APPROVED BY THE BOARD. THE DELIBERATION AND FINAL DECISION BY THE CEO AND COMPENSATION COMMITTEE OF ALL OFFICER/KEY EMPLOYEE COMPENSATION REVIEW WAS TIMELY DOCUMENTED IN THE COMMITTEE AND BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE CURRENT YEAR ANNUAL REPORT AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE, WWW.CATHOLICLEADERS.ORG |
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