2019-01-08T11:13:46-06:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2017-07-01 232661414 CATHOLIC LEADERSHIP INSTITUTE CATH 6103631315 440 E SWEDESFORD ROAD NO 3040 WAYNE PA 19087 DANIEL CELLUCCI CEO 6103631315 2018-12-19 1 CONNIE M LIRA P00481097 2156433900 67.137.57.251 2018-12-19 18:30:48 ES P 9EB2786B3EC6AF35018D7997716D9ABE495A2698 6090138281F26C81E44F33703B5A75F6ECDC86D4 2017 2019-02-21 02:37:17Z DANIEL CELLUCCI 440 E SWEDESFORD ROAD SUITE 3040 WAYNE PA 19087 4826950 0 X WWW.CATHOLICLEADERS.ORG X 1991 PA EQUIPPING LEADERS. IGNITING HOPE. ACCOMPANYING CATHOLIC LEADERS IN STRENGTHENING PARISHES AND FOSTERING DISCIPLES FOR EVERY GENERATION. 10 8 43 65 0 0 2339803 2811128 3182515 1940087 10947 10742 0 0 5533265 4761957 0 0 0 0 2431608 2261879 0 0 948079 2154360 1694853 4585968 3956732 947297 805225 3813859 4685549 260940 327405 3552919 4358144 X CATHOLIC LEADERSHIP INSTITUTE 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. 0 0 859930 0 468726 AN ADDITIONAL $338,336 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 2,900 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. 683969 0 286786 AN ADDITIONAL $314,243 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 ONESRELATIONSHIP 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. 703017 0 1049663 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. 325513 0 134912 $239,712 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. 325513 0 134912 2572429 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 43 1 0 0 0 0 0 0 0 0 0 1 0 X 10 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO FL MN ND PA VA WV GA UT TN AK HI IL ME MI MS NH NM SC WA WI MA RI NY AL AR LA X X THE ORGANIZATION 6103631315 440 E SWEDESFORD ROAD NO 3040 WAYNE PA 19087 BRIAN O'TOOLE BOARD MEMBER 0.50 X 0 0 0 FRANK HANNA III BOARD MEMBER 0.50 X 0 0 0 GEORGE MURPHY BOARD MEMBER 0.50 X 0 0 0 JOHN CORCORAN BOARD MEMBER 0.50 X 0 0 0 THOMAS HEULE BOARD MEMBER 0.50 X 0 0 0 MS MARTHA ORTIZ BOARD MEMBER 0.50 X 0 0 0 MR ROBERT NEAL BOARD MEMBER 0.50 X 0 0 0 BERNARDA NEAL CHAIR EMERITUS 0.50 X 0 0 0 ARTHUR MULLIN SECRETARY, BOARD MEMBER (ENDED 5/18) 0.50 X X 0 0 0 TIMOTHY C FLANAGAN FOUNDER AND BOARD MEMBER 30.00 X X 147977 0 5628 WILLIAM OROSZ CHAIRMAN 0.50 X X 0 0 0 DANIEL CELLUCCI CEO 40.00 X X 184249 0 20296 GINNY KOEHLER TREASURER, VP FINANCE & OP 40.00 X 123058 0 22555 LUCILLE SMITH VICE PRESIDENT 40.00 X 133401 0 16417 MATTHEW MANION SR LDRSHP FELLOW(ENDED 8/17) 40.00 X 136795 0 19442 REBECCA BOUDWIN DIRECTOR, PHILANTHROPY 40.00 X 107181 0 975 832661 0 85313 6 0 1 0 MEASURING SUCCESS LLC 1629 K STREET NW SUITE 604 WASHINGTON DC 20006 DATA ANALYTICS 217437 PPS PRINT SOLUTIONS 501 ABBOTT DRIVE UNIT 4 BROOMALL PA 19008 PRINTING SERVICES 159510 2 2811128 104338 2811128 PARTICIPANT FEES 611600 1940087 1940087 1940087 10742 10742 64993 64993 0 0 4761957 1940087 0 10742 539481 103160 199912 236409 1433114 1063245 87522 282347 133091 93379 20382 19330 156193 96128 20170 39895 15970 11413 1436 3121 17700 12650 1591 3459 93545 46156 16578 30811 19557 10795 3014 5748 46344 24529 21815 148596 82021 22902 43673 352806 295428 57378 3578 1975 551 1052 29002 29002 PROGRAM MATERIALS 454205 454205 COMMUNICATIONS & STEWAR 177872 177872 BISHOP'S PROGRAM 89184 89184 PROGRAM EXPENSES 83252 83252 163242 104909 33164 25169 3956732 2572429 436224 948079 231395 243597 1755178 3317998 1727436 1006435 47558 50170 47366 66001 136178 134830 4926 1348 3813859 4685549 168163 150710 92777 176695 260940 327405 X 1189343 1789280 2363576 2568864 3552919 4358144 3813859 4685549 805225 0 X 0 1 X 1 0 X 2585531 3840408 2683345 2339803 2811128 14260215 2585531 3840408 2683345 2339803 2811128 14260215 4629840 9630375 2328 3008 2227 11171 10742 29476 14289691 14780033 0.67390 0.65660 X 136178 134830 1348 1348 X 5656798 894841 894841 4761957 0 4761957 4851573 894841 894841 3956732 0 3956732 PART X, LINE 2: CATHOLIC LEADERSHIP 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. CATHOLIC LEADERSHIP 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 (IRS) IN THE EVENT THAT THE INSTITUTE'S TAX-EXEMPT STATUS IS CHALLENGED. PART XI, LINE 2D AND PART XII, LINE 2D: CATHOLIC LEADERSHIP INSTITUTE RECEIVES DONOR GIFTS THAT ARE DIRECTED TO SPECIFIC PROGRAMS. THESE RESTRICTED FUNDS ARE CONSIDERED PROGRAM REVENUE AT THE TIME SERVICE IS DELIVERED IN THE DIOCESE OR PARISH. THE FULL DONOR DIRECTED PROGRAM SUPPORT HAS BEEN REDUCED FROM THE 990 REPORTED PROGRAM SERVICE REVENUE AND PROGRAM EXPENSES, TOTALING $894,841. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES LEADERSHIP TRAINING FOR CATHOLIC PRIESTS, BISHOPS, RELIGIOUS AND LAY LEADERS 110840 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES LEADERSHIP TRAINING FOR CATHOLIC SEMINARIANS 21170 0 0 0 0 0 0 132010 0 132010 0 0 0 0 0 0 X X X X 0 0 0 0 0 0 0 0 0 TIMOTHY C FLANAGAN FOUNDER AND BOARD MEMBER 142977 0 5000 0 0 0 4447 0 1181 0 153605 0 0 0 DANIEL CELLUCCI CEO 164249 0 20000 0 0 0 5885 0 14411 0 204545 0 0 0 MATTHEW MANION SR LDRSHP FELLOW(ENDED 8/17) 136795 0 0 0 0 0 4287 0 15155 0 156237 0 24352 0 X 9 39345 ROYALTY BENEFIT X 5 64993 AVG. STOCK VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBERS REPORTED IN PART I COLUMN B REPRESENT THE NUMBER OF INDIVIDUAL CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 MATTHEW MANION AND DANIEL CELLUCCI HAVE A FAMILY RELATIONSHIP. DANIEL CELLUCCI AND TRICIA CELLUCCI HAVE A FAMILY RELATIONSHIP. MATTHEW MANION AND TRICIA CELLUCCI HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 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 MEMBERS COMPLETE CONFLICT OF INTEREST FORMS ANNUALLY. THESE ARE REVIEWED BY THE NOMINATING AND GOVERNANCE COMMITTEES AND SHOULD CONFLICTS ARISE (IN WHICH THEY HAVE NOT) IT WOULD BE HANDLED BY THE CHAIRMAN OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY COMPENSATION COMMITTEE AFTER REVIEW OF INTERNAL AND EXTERNAL SOURCES AND APPROVED BY THE BOARD. DECISIONS AND DELIBERATIONS WERE TIMELY DOCUMENTED IN THE COMMITTEE AND BOD MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.