2016-11-11T09:37:59-06:00 2016-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2015-07-01 232661414 CATHOLIC LEADERSHIP INSTITUTE CATH 6103631315 440 E SWEDESFORD ROAD NO 3040 WAYNE PA 19087 DANIEL CELLUCCI CEO 6103631315 2016-11-10 1 PAUL J KELLY III CPA P01780986 2156433900 2015 2017-02-10 21:41:12Z DANIEL CELLUCCI 440 E SWEDESFORD ROAD SUITE 3040 WAYNE PA 19087 6072872 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. 12 10 52 67 0 0 3840408 2683345 3084820 3336697 3008 -344 0 0 6928236 6019698 0 0 0 0 2634062 3292012 0 0 1218972 3036238 2542908 5670300 5834920 1257936 184778 3459385 3019794 570802 414172 2888583 2605622 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 1618229 1334348 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. 321788 192334 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. 2031176 1810015 DIOCESAN CONSULTING SERVICES (DCS) - ALTHOUGH CONSULTING SERVICES ARE UNIQUE AND VARIED, WE HIGHLIGHT FOUR MAIN OFFERINGS: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.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.DISCERN & IMPLEMENT A DIOCESAN PRIORITY PLAN: CATHOLIC LEADERSHIP INSTITUTE WORKS WITH A BISHOP AND HIS PRAYERFULLY DISCERNED PLANNING LEADERSHIP TEAM TO IDENTIFY AND PLAN FOR THREE DIOCESAN PRIORITIES OVER 18-24 MONTHS.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. 3971193 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 52 1 0 0 0 0 0 0 0 0 0 0 X 12 10 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 X GINNY KOEHLER 6103631315 440 EAST SWEDESFORDSUITE 3040 WAYNE PA 19087 TIMOTHY C FLANAGAN FOUNDER AND BOARD MEMBER 30.00 X X 157877 0 5829 MATTHEW MANION CEO (ENDING 5/16) 40.00 X X 237177 0 37688 MICHAEL EMMI CHAIR EMERITUS 0.50 X X 0 0 0 DANIEL CELLUCCI CEO 40.00 X X 180762 0 18414 ARTHUR MULLIN SECRETARY & BOARD MEMBER 0.50 X X 4594 0 0 BERNARDA NEAL CHAIRMAN 0.50 X X 0 0 0 CHRISTINE YOUNGBLOOD BOARD MEMBER 0.50 X 0 0 0 DENA BARTLETT BOARD MEMBER(ENDED 3/16) 0.50 X 0 0 0 FRANK HANNA III BOARD MEMBER 0.50 X 0 0 0 STEPHEN STUMPF BOARD MEMBER 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 MICHAEL FULLAM VICE PRESIDENT(ENDED 5/16) 40.00 X 142058 0 22691 GINNY KOEHLER VP FINANCE & OPERATIONS 40.00 X 144099 0 25983 CHARLES G LEWIS SR. VICE PRESIDENT 40.00 X 10000 0 13819 LUCILLE SMITH VICE PRESIDENT 40.00 X 141955 0 11125 1018522 0 135549 6 0 1 0 MEASURING SUCCESS 4600 EAST WEST HIGHWAY 900 BETHESDA MD 20814 DATA ANALYTICS 247411 PPS 501 ABBOTT DRIVE 3RD FLR UNIT 4 BROOMALL PA 19008 PRINTING 185894 LEADERSHIP LEGACIES PO BOX 612 POWAY CA 92074 ROYALTIES 157283 3 2683345 2683345 PARTICIPANT FEES 900099 3336697 3336697 3336697 2227 2227 50603 53174 -2571 -2571 -2571 6019698 3336697 0 -344 X 1221990 584159 240824 397007 1653711 1156762 185432 311517 209376 151420 22625 35331 206935 128422 29756 48757 175817 97310 30347 48160 28911 16003 4991 7917 127955 70819 22086 35050 470949 401080 69869 398 220 69 109 8727 4830 1506 2391 59023 59023 SCHOLARSHIP ASSISTANCE 393645 393645 PROGRAM MATERIALS 350133 350133 PROGRAM DEVELOPMENT 265527 265527 COMMUNICATIONS & STEWAR 209296 209296 452527 350863 48096 53568 5834920 3971193 644755 1218972 228414 216605 509896 514181 2099316 2066321 75579 174678 61258 39883 134588 126462 17183 8126 467739 0 3459385 3019794 491776 223822 19026 160350 60000 30000 570802 414172 X -68368 126717 2956951 2478905 2888583 2605622 3459385 3019794 184778 -467739 0 X X 0 1 X 1 0 X 1029546 1950423 2585531 3840408 2683345 12089253 1029546 1950423 2585531 3840408 2683345 12089253 3749475 8339778 2208 3703 2328 3008 2227 13474 14054 9900 23954 12126681 17499681 0.68770 0.80500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 134588 126462 8126 8126 X 6019698 0 6019698 0 6019698 5834920 0 5834920 0 5834920 PART X, LINE 2: CATHOLIC LEADERSHIP INSTITUTE FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS APPLICATION HAS NO EFFECT 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. NORTH AMERICA 0 0 PROGRAM SERVICES LEADERSHIP TRAINMING FOR CATHOLIC PRIESTS, RELIGIOUS AND LAY LEADERS 334289 EUROPE 0 0 PROGRAM SERVICES LEADERSHIP TRANING FOR CATHOLIC PRIESTS 28309 0 0 0 0 0 0 362598 0 362598 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 157877 0 0 0 0 0 0 0 5829 0 163706 0 0 0 MATTHEW MANION CEO (ENDING 5/16) 237177 0 0 0 0 0 15000 0 22688 0 274865 0 0 0 DANIEL CELLUCCI CEO 170762 0 10000 0 0 0 0 0 18414 0 199176 0 0 0 MICHAEL FULLAM VICE PRESIDENT(ENDED 5/16) 142058 0 0 0 0 0 0 0 22691 0 164749 0 0 0 GINNY KOEHLER VP FINANCE & OPERATIONS 144099 0 0 0 0 0 0 0 25983 0 170082 0 0 0 LUCILLE SMITH VICE PRESIDENT 141955 0 0 0 0 0 0 0 11125 0 153080 0 0 0 ARTHUR MULLIN CASH FOR OPERATIONS X 100000 10000 0 1 1 STEPHEN HYDE CASH FOR OPERATIONS X 50000 10000 0 1 1 DAVID SAVAGE CASH FOR OPERATIONS X 50000 10000 0 1 1 30000 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 11 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. FORM 990, PART IX, LINE 24E BISHOP'S PROGRAM: PROGRAM SERVICE EXPENSES 124,567. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 124,567. PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 103,957. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 103,957. UNCOLLECTIBLE ACCOUNTS RECEIVABLE: PROGRAM SERVICE EXPENSES 42,531. MANAGEMENT AND GENERAL EXPENSES 13,981. FUNDRAISING EXPENSES 22,188. TOTAL EXPENSES 78,700. STAFF TRAINING: PROGRAM SERVICE EXPENSES 47,470. MANAGEMENT AND GENERAL EXPENSES 1,790. FUNDRAISING EXPENSES 2,840. TOTAL EXPENSES 52,100. TECHNOLOGY: PROGRAM SERVICE EXPENSES 18,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 21,445. TOTAL EXPENSES 39,445. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,853. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,853. SUPPLIES: PROGRAM SERVICE EXPENSES 14,338. MANAGEMENT AND GENERAL EXPENSES 4,472. FUNDRAISING EXPENSES 7,096. TOTAL EXPENSES 25,906. ROUNDING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES -1. TOTAL EXPENSES -1. FORM 990, PART XII, LINE 2C: NO CHANGE TO PRIOR - SAME AS PRIOR YEAR.