2017-11-13T12:09:29-06:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2016-07-01 232661414 CATHOLIC LEADERSHIP INSTITUTE CATH 6103631315 440 E SWEDESFORD ROAD NO 3040 WAYNE PA 19087 DANIEL CELLUCCI CEO 6103631315 2017-11-10 1 PAUL J KELLY III CPA P01780986 2156433900 67.137.57.251 2017-11-10 09:20:49 ES P 841D42CDB55AA9E3247DE7607DFCD4A54B7F94D0 BFDB7CD4CE10E37F5587DC6B509BFD3B13EB5B83 2016 2018-03-14 21:41:22Z DANIEL CELLUCCI 440 E SWEDESFORD ROAD SUITE 3040 WAYNE PA 19087 5533489 0 X WWW.CATHOLICLEADERS.ORG X 1991 PA CATHOLIC LEADERSHIP INSTITUTE PROVIDES BISHOPS, PRIESTS, DEACONS AND LAY PERSONS IN THE ROMAN CATHOLIC CHURCH WITH WORLD-CLASS, PASTORAL LEADERSHIP FORMATION AND CONSULTING SERVICES THAT STRENGTHEN THEIR CONFIDENCE AND COMPLIANCE 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. 11 9 52 65 0 0 2683345 2339803 3336697 3182515 -344 10947 0 0 6019698 5533265 0 0 0 0 3292012 2431608 0 0 1167428 2542908 2154360 5834920 4585968 184778 947297 3019794 3813859 414172 260940 2605622 3552919 X CATHOLIC LEADERSHIP INSTITUTE PROVIDES BISHOPS, PRIESTS, 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 1094771 1158447 GOOD LEADERS GOOD SHEPHERDS PROGRAM - CATHOLIC LEADERSHIP, GOOD LEADERS GOOD SHEPHERDS PROGRAM IS A TWO 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.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. 1402750 1165344 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. 499435 858724 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. 2996956 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 0 0 0 0 0 0 0 0 0 1 24 0 52 1 0 0 0 0 0 0 0 0 0 0 X 11 9 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 GINNY KOEHLER 6103631315 440 EAST SWEDESFORDSUITE 3040 WAYNE PA 19087 DANIEL CELLUCCI CEO 40.00 X X 162191 0 18767 TIMOTHY C FLANAGAN FOUNDER AND BOARD MEMBER 30.00 X X 137402 0 4985 ARTHUR MULLIN SECRETARY & BOARD MEMBER 0.50 X X 0 0 0 MICHAEL EMMI CHAIR EMERITUS (ENDED 5/17) 0.50 X X 0 0 0 BERNARDA NEAL CHAIRMAN 0.50 X X 0 0 0 CHRISTINE YOUNGBLOOD BOARD MEMBER (ENDED 5/17) 0.50 X 0 0 0 FRANK HANNA III BOARD MEMBER 0.50 X 0 0 0 STEPHEN STUMPF BOARD MEMBER (ENDED 5/17) 0.50 X 0 0 0 JOHN CORCORAN BOARD MEMBER 0.50 X 0 0 0 GEORGE MURPHY BOARD MEMBER 0.50 X 0 0 0 WILLIAM OROSZ BOARD MEMBER 0.50 X 0 0 0 THOMAS HEULE BOARD MEMBER 0.50 X 0 0 0 BRIAN O'TOOLE BOARD 0.50 X 0 0 0 GINNY KOEHLER TREASURER, VP FINANCE & OPERATIONS 40.00 X 129177 0 24641 LUCILLE SMITH VICE PRESIDENT 40.00 X 130789 0 14741 CHARLES LEWIS SR. VICE PRESIDENT (ENDED 8/16) 40.00 X 100813 0 10938 MATTHEW MANION SR LDRSHP FELLOW(PRES END 5/16) 40.00 X 195490 0 20848 855862 0 94920 6 1 1 0 MEASURING SUCCESS 1825 K STREET SUITE 850 WASHINGTON DC 20006 DATA ANALYTICS 256356 LEADERSHIP LEGACIES LLC PO BOX 612 POWAY CA 92074 ROYALTIES 134694 PPS PRINT SOLUTIONS 501 ABBOTT DRIVE 3RD FLR UNIT 4 BROOMALL PA 19008 PRINTING 105132 3 2339803 2339803 PARTICIPANT FEES 900099 3182515 3182515 3182515 11171 11171 224 -224 -224 -224 5533265 3182515 0 10947 918043 301862 199403 416778 1238566 818984 91822 327760 126943 82956 20971 23016 148056 77963 17428 52665 4230 2228 599 1403 16200 8533 2292 5375 46959 24732 6643 15584 19277 10153 2727 6397 40876 18074 22802 144785 76257 20484 48044 354485 304340 50145 208 208 6344 3341 898 2105 27072 27072 DONOR DIRECTED SUPPORT 614675 614675 PROGRAM MATERIALS 488293 488293 COMMUNICATIONS & STEWAR 182418 182418 PROGRAM EXPENSES 121523 121523 87015 43042 31037 12936 4585968 2996956 421584 1167428 216605 231395 514181 1755178 2066321 1727436 174678 47558 39883 47366 136178 131252 8126 4926 3019794 3813859 223822 168163 160350 92777 30000 414172 260940 X 126717 1189343 2478905 2363576 2605622 3552919 3019794 3813859 947297 0 X 0 1 X 1 0 X 1950423 2585531 3840408 2683345 2339803 13399510 1950423 2585531 3840408 2683345 2339803 13399510 4580015 8819495 3703 2328 3008 2227 11171 22437 9900 9900 13431847 16868175 0.65660 0.68770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 136178 131252 4926 4926 X 5533057 0 5533057 208 208 5533265 4585760 0 4585760 208 208 4585968 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 IRS IN THE EVENT THAT THE INSTITUTE'S TAX EXEMPT STATUS IS CHALLENGED. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 208. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE 208. NORTH AMERICA 0 0 PROGRAM SERVICES LEADERSHIP TRAINMING FOR CATHOLIC PRIESTS, BISHOPS, RELIGIOUS AND LAY LEADERS 401646 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES LEADERSHIP TRANING FOR CATHOLIC SEMINARIANS 11272 0 0 0 0 0 0 412918 0 412918 0 0 0 0 0 0 X X X X 0 0 0 0 0 0 0 0 0 DANIEL CELLUCCI CEO 162191 0 0 0 0 0 0 0 18767 0 180958 0 0 0 GINNY KOEHLER TREASURER, VP FINANCE & OPERATIONS 129177 0 0 0 0 0 0 0 24641 0 153818 0 0 0 MATTHEW MANION SR LDRSHP FELLOW(PRES END 5/16) 156138 0 15000 0 24352 0 0 0 20848 0 216338 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 MATTHEW MANION AND DANIEL CELLUCCI ARE IN-LAWS. DANIEL CELLUCCI AND TRICIA CELLUCCI ARE MARRIED MATTHEW MANION AND TRICIA CELLUCCI ARE BROTHER-SISTER FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS REVIEWED BY THE AUDIT AND FINANCE COMMITTEE BEFORE SUBMISSION AS THE COMMITTEE HAS DELEGATED AUTHORITY TO APPROVE THE 990. THE BOD IS INFORMED OF THE APPROVED 990 AT NOVEMBER BOD MEETING. EACH BOD MEMBER IS GIVEN AN ELECTRONIC COPY. 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 WERE DOCUMENTED IN THE COMMITTEE AND BOD BOARD MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.