2017-02-13T14:19:04-06:00 2016-06-30 351178661 Blue & Co LLC 2650 Eastpoint Pkwy Suite 300 Louisville KY 40223 990 2015-07-01 611294640 Catholic Education Foundation Inc CATH 5025852747 401 W Main Street No 806 Louisville KY 40202 RICHARD LECHLEITER President 5025852747 2017-02-13 1 Scott Owens P01458346 5029923500 2017-02-07 2015 2021-01-29 14:40:06Z Richard Lechleiter 401 W Main Street No 806 Louisville KY 40202 14348678 0 X www.ceflou.org X 1995 KY TO PROMOTE THE GROWTH AND VITALITY OF CATHOLIC EDUCATION IN THE ARCHDIOCESE OF LOUISVILLE. 27 27 5 98 0 0 3247080 3694114 0 0 1779117 384204 110429 -193886 5136626 3884432 2490058 2995898 0 0 473232 704174 0 0 430271 347314 374996 3310604 4075068 1826022 -190636 22169226 21579347 48275 91645 22120951 21487702 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 2995898 2995898 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. 2995898 1 1 0 0 0 0 0 0 0 1 1 1 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 14 1 1 5 1 0 0 0 0 0 0 0 0 X 27 27 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 DAVID P CALZI Chairman 3.00 X X 0 0 0 RICHARD LECHLEITER PRESIDENT (non-voting) 60.00 X X 175223 0 16000 Most Rev Joseph E Kurtz DD VICE-CHAIRMAN 1.00 X X 0 0 0 Thomas A Wimsett Chair Elect 1.00 X 0 0 0 StepHEN G MULLINS SECRETARY 1.00 X X 0 0 0 ELIZABETH U WISEMAN TREASURER 2.00 X X 0 0 0 ROBERT L ASH DIRECTOR 1.00 X 0 0 0 Reverend William M Bowling DIRECTOR 1.00 X 0 0 0 Stephen E Embry DirECTOR 1.00 X 0 0 0 Benjamin C Fultz DIRECTOR 1.00 X 0 0 0 LINDA H GLEIS MD DIRECTOR 1.00 X 0 0 0 REVEREND WILLIAM D HAMMER DIRECTOR 1.00 X 0 0 0 JOHN V HAYES DIRECTOR 1.00 X 0 0 0 Donna L Heitzman DIRECTOR 1.00 X 0 0 0 CYNTHIA SPALDING KNAPEK DIRECTOR 1.00 X 0 0 0 CHARLES H LEIS DIRECTOR 1.00 X 0 0 0 John P Malloy DIRECTOR 1.00 X 0 0 0 THOMAS A PARTRIDGE DIRECTOR 1.00 X 0 0 0 THOMAS A PERRONE DIRECTOR 1.00 X 0 0 0 PATRICK M POTTER DIRECTOR 1.00 X 0 0 0 KATHLEEN S POTTS DIRECTOR 1.00 X 0 0 0 Neil P Ramsey DIRECTOR 1.00 X 0 0 0 D Hank RObinson DirecTOR 1.00 X 0 0 0 William J Roby Sr DIRECTOR 1.00 X 0 0 0 William J Rothwell DiRECTOR 10.00 X 0 0 0 PAUL J SCHULTE DIRECTOR 1.00 X 0 0 0 LEISA SCHULZ DIRECTOR 1.00 X 0 0 0 Leonard M Spalding Jr dirECTOR 1.00 X 0 0 0 175223 0 16000 1 0 1 0 0 987903 2706211 538734 3694114 255139 255139 10260824 10131759 129065 129065 129065 130755 987903 328557 -197802 -197802 7846 3930 3916 3916 3884432 0 0 190318 2995898 2995898 200000 37330 162670 457869 214404 243465 13850 13850 15054 15054 17401 17401 9500 9500 60908 60908 5104 5104 66853 66853 17928 17928 8868 8868 38830 38830 2376 2376 3426 3426 146 146 Printing and Publicatio 69329 69329 Postage and Shipping 39663 36209 3454 Fundraising Expense 20682 20682 Bank Service Charge 11527 11527 19856 19856 4075068 2995898 648899 430271 188852 28816 983044 1030737 1664423 1858669 15697 30369 36446 20531 13222 15915 17390496 17340819 1907693 1215355 5799 58667 22169226 21579347 48275 91645 48275 91645 X 3499372 2128525 2742268 2977488 15879311 16381689 22120951 21487702 22169226 21579347 -190636 -556004 113391 0 X X 0 1 X 1 0 X 2252521 2506248 2879485 3677805 3824869 15140928 2252521 2506248 2879485 3677805 3824869 15140928 15140928 369395 384868 350615 400406 255139 1760423 16901351 134607 0.89580 0.87850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18621579 2244154 8536 942473 572619 19359177 17838933 1950885 2191 635351 535079 18621579 17300591 1859979 4923 677773 648787 17838933 17338836 1401412 561 989446 450772 17300591 17570307 1020892 5930 1107700 150593 17338836 0.84620 0.15380 0 0 5964 5964 0 30482 14567 15915 15915 MONEY MARKET FUNDS 1215355 C 1215355 X 3713397 -556003 113391 332487 -110125 3823522 60910 60910 3884432 4346646 332488 332488 4014158 60910 60910 4075068 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, 2016 and 2015, 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 332,487. Part XII, Line 2d - Other Adjustments: EXPENSES FOR FUNDRAISING ACTIVITIES 332,487. Rounding 1. SALUTE DINNER 828285 724005 104280 97875 155532 GAME LUNCH 290373 263898 26475 26092 49058 1118658 987903 130755 123967 204590 328557 -197802 1 Academy of Our Lady of Mercy 5801 Fegenbush Ln Louisville KY 402281158 611116388 501(C)(3) 85864 EDUCATIONAL GRANT ASSUMPTION HIGH SCHOOL 2170 TYLER LANE LOUisville KY 402051916 611133759 501(C)(3) 36028 EDUCATIONAL GRANT Basilica of St Joseph Proto-Cathedral PO Box 548 Bardstown KY 400040548 610485640 501(C)(3) 81391 EDUCATIONAL GRANT Bethlehem High School 309 W Stephen Foster Ave Bardstown KY 400041420 610592028 501(C)(3) 86421 EDUCATIONAL GRANT Church of the Ascension 4600 Lynnbrook Dr Louisville KY 402201041 610652304 501(C)(3) 44804 EDUCATIONAL GRANT Holy Cross High School 5144 Dixie Hwy Louisville KY 402161702 611053991 501(C)(3) 88798 EDUCATIONAL GRANT Holy Spirit Church 3345 Lexington Rd Louisville KY 40206 610700575 501(C)(3) 31533 EDUCATIONAL GRANT Holy Trinity Church 501 Cherrywood Rd Louisville KY 402072103 610507073 501(C)(3) 10255 EDUCATIONAL GRANT Immaculate Heart of Mary Church 1545 Louis Coleman Jr Drive Louisville KY 402111871 616016182 501(C)(3) 5040 Educational Grant John Paul II Academy 3525 Goldsmith Ln Louisville KY 40220 204903089 501(C)(3) 98544 EDUCATIONAL GRANT Nativity Academy at St Boniface 529 E Liberty St Louisville KY 40202 510450314 501(C)(3) 24090 Educational Grant Notre Dame Academy 1927 Lewiston Dr Louisville KY 40216 050599203 501(C)(3) 163325 EDUCATIONAL GRANT Our Lady of Lourdes Church 508 Breckenridge Lane Louisville KY 40207 616002467 501(C)(3) 7185 Educational Grant Pitt Academy 6010 Preston Hwy Louisville KY 40219 237066205 501(C)(3) 42795 EDUCATIONAL GRANT Presentation Academy 861 S Fourth St Louisville KY 402032115 610444780 501(C)(3) 82500 EDUCATIONAL GRANT Sacred Heart Schools 3177 Lexington Rd Louisville KY 40206 611181710 501(C)(3) 26000 EDUCATIONAL GRANT St Agnes Church 1920 Newburg Rd Louisville KY 402051400 610463940 501(C)(3) 60917 EDUCATIONAL GRANT St Albert the Great Church 1395 Girard Dr Louisville KY 402226642 610568020 501(C)(3) 68251 EDUCATIONAL GRANT St Aloysius Church 212 MOUNT MERCY DR PEWEE VALLEY KY 400568024 610448558 501(C)(3) 34201 EDUCATIONAL GRANT St Andrew Academy 7724 Columbine Dr Louisville KY 40258 861136245 501(C)(3) 100717 EDUCATIONAL GRANT St Athanasius Church 5915 Outer Loop Louisville KY 402194136 610591505 501(C)(3) 138216 EDUCATIONAL GRANT St Augustine Church 235 S Spalding Ave Lebanon KY 400331297 610500831 501(C)(3) 33173 EDUCATIONAL GRANT St Bernard Church 7500 Tangelo Dr Louisville KY 402281599 610644954 501(C)(3) 106038 EDUCATIONAL GRANT St Catherine Church 413 First St New Haven KY 40051 610444801 501(C)(3) 34652 EDUCATIONAL GRANT ST DOMINIC CHURCH 303 W MAIN STREET SPRINGFIELD KY 400691230 610463942 501(C)(3) 34131 EDUCATIONAL GRANT St Edward Church 9608 Sue Helen Dr Louisville KY 402993298 610458536 501(C)(3) 107216 EDUCATIONAL GRANT St Francis DeSales High School 425 Kenwood Dr Louisville KY 402142897 610447247 501(C)(3) 82600 EDUCATIONAL GRANT St Francis of Assisi Church 1960 Bardstown Rd Louisville KY 402051572 610444804 501(C)(3) 51398 EDUCATIONAL GRANT St Gabriel Church 5505 Bardstown Rd Louisville KY 402911909 610523305 501(C)(3) 102665 EDUCATIONAL GRANT St Gregory Church 330 Samuels Loop Coxs Creek KY 400136505 610535159 501(C)(3) 41076 EDUCATIONAL GRANT St James Church 307 W Dixie Elizabethtown KY 427011701 610445851 501(C)(3) 16926 educational grant St James Church 1826 Edenside Ave LOUisville KY 402041597 610444806 501(C)(3) 34000 EDUCATIONAL GRANT St Leonard Church 440 Zorn Ave Louisville KY 402061417 610539297 501(C)(3) 68924 EDUCATIONAL GRANT St Margaret Mary Church 7813 Shelbyville Road Louisville KY 402225413 610576720 501(C)(3) 13660 Educational Grant St Martha Church 2825 Klondike Ln Louisville KY 402181631 610591745 501(C)(3) 90148 EDUCATIONAL GRANT St Mary Academy 11311 St Mary Ln Prospect KY 40059 208936584 501(C)(3) 45936 EDUCATIONAL GRANT St Michael Church 3705 Stone Lakes Dr Louisville KY 402995495 610947181 501(C)(3) 59672 EDUCATIONAL GRANT St Nicholas Academy 5501 New Cut Rd Louisville KY 40214 352248740 501(C)(3) 147907 EDUCATIONAL GRANT St Patrick Church 1000 N Beckley Station Rd Louisville KY 402454550 611143233 501(C)(3) 25923 EDUCATIONAL GRANT St Paul Church 6901 Dixie Hwy Louisville KY 402583915 610464179 501(C)(3) 104460 EDUCATIONAL GRANT St Raphael Church 2141 Lancashire Ave Louisville KY 402052957 610549869 501(C)(3) 74167 EDUCATIONAL GRANT St Rita Church 8709 Preston Hwy Louisville KY 402194499 616002076 501(C)(3) 194276 EDUCATIONAL GRANT St Stephen Martyr Church 2931 Pindell Ave Louisville KY 402171752 610492373 501(C)(3) 118159 EDUCATIONAL GRANT St Xavier High School 1609 Poplar Level Rd Louisville KY 402171343 610480949 501(C)(3) 22000 EDUCATIONAL GRANT Trinity High School 4011 Shelbyville Rd Louisville KY 402073122 611256093 501(C)(3) 25500 EDUCATIONAL GRANT 45 0 Part I, Line 2: CATHOLIC EDUCATION FOUNDATION GRANT APPLICATIONS STATE TERMS FOR ELIGIBILTY OF GRANTS. COMMITTEE MEMBERS OF THE BOARD AND THE FOUNDATION STAFF REVIEW 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 LECHLEITER PRESIDENT (non-voting) 175223 0 0 0 0 0 0 0 16000 0 191223 0 0 0 X 8 524740 fmv X Printed Advertising and Marketing 7 13994 fmv 0 0 0 Form 990, Part VI, Section B, line 11 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 583778 cash