2016-02-13T12:15:24-06:00 2015-06-30 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 990 2014-07-01 611294640 CATHOLIC EDUCATION FOUNDATION INC CATH 5025852747 401 W MAIN STREET SUITE 806 LOUISVILLE KY 40202 RICHARD LECHLEITER PRESIDENT 5025852747 2016-02-13 1 SCOTT OWENS P01458346 5029923500 2016-02-12 2014 2016-08-17 19:52:53Z RICHARD LECHLEITER 401 W MAIN STREET SUITE 806 LOUISVILLE KY 40202 23281926 0 X WWW.CEFLOU.ORG X 1995 KY TO PROMOTE THE GROWTH AND VITALITY OF CATHOLIC EDUCATION IN THE ARCHDIOCESE OF LOUISVILLE. 24 24 6 35 0 0 2839489 3247080 0 0 2376259 1779117 -118169 110429 5097579 5136626 2156857 2490058 0 0 395259 473232 0 0 298758 331244 347314 2883360 3310604 2214219 1826022 22161164 22169226 4370 48275 22156794 22120951 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 2490058 2490058 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. 2490058 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 53 0 1 6 0 0 0 0 0 0 0 0 0 X 24 24 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 SUITE 806 LOUISVILLE KY 40202 DAVID P CALZI CHAIRMAN 3.00 X X 0 0 0 RICHARD LECHLEITER PRESIDENT (NON-VOTING) 60.00 X X 131787 0 10223 MOST REV JOSEPH E KURTZ VICE-CHAIRMAN 1.00 X X 0 0 0 THOMAS A WIMSETT CHAIR ELECT 1.00 X 0 0 0 DONALD J KELLY 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 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 CYNTHIA SPALDING KNAPEK DIRECTOR 1.00 X 0 0 0 CHARLES H LEIS DIRECTOR 1.00 X 0 0 0 STEPHEN G MULLINS 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 REVEREND STEPHEN A POHL 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 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 WILLIAM L TATUM JR DIRECTOR 1.00 X 0 0 0 CHARLES P DENNY DIRECTOR (7/1 - 4/30/15) 1.00 X 0 0 0 LEONARD M SPALDING JR DIRECTOR 1.00 X 0 0 0 131787 0 10223 1 0 0 0 0 1017311 2229769 449915 3247080 400406 400406 19199825 17821114 1378711 1378711 1378711 430725 1017311 324186 106539 106539 3890 0 3890 3890 5136626 0 0 1889546 2490058 2490058 200000 70141 129859 249916 101100 148816 11968 11968 11348 11348 9000 9000 80801 80801 3944 3944 48770 48770 21884 21884 12522 12522 38830 38830 386 386 4134 4134 146 146 PRINTING AND PUBLICATIO 49723 49723 POSTAGE AND SHIPPING 27799 23090 4709 OTHER EXPENSES 25716 25716 BANK SERVICE CHARGE 12229 12229 11430 11430 3310604 2490058 521788 298758 33897 188852 465621 983044 847862 1664423 11644 15697 30327 17105 11356 13222 19184212 17390496 1363567 1907693 243005 5799 22161164 22169226 4370 48275 4370 48275 X 4355126 3499372 1922357 2742268 15879311 15879311 22156794 22120951 22161164 22169226 1826022 -1861865 0 X X 0 1 X 1 0 X 1990367 2252521 2506248 2879485 3677805 13306426 1990367 2252521 2506248 2879485 3677805 13306426 13306426 335552 369395 384868 350615 400406 1840836 15147262 255201 0.87850 0.86200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17838933 1950885 2191 635351 535079 18621579 17300591 1859979 4923 677773 648787 17838933 17338836 1401412 561 989446 450772 17300591 17570307 1020892 5930 1107700 150593 17338836 17179522 1370651 4379 873706 110539 17570307 0.85270 0.14730 0 0 5965 5799 166 24362 11306 13056 13222 MONEY MARKET FUNDS 1907693 C 1907693 X 3518147 -1861865 324186 -1537679 5055826 80800 80800 5136626 3553990 324186 324186 3229804 80800 80800 3310604 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, 2015 AND 2014, 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 324,186. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FOR FUNDRAISING ACTIVITIES 324,186. SALUTE DINNER 957974 750349 207625 88172 128097 GAME LUNCH 490062 266962 223100 27875 80042 1448036 1017311 430725 116047 208139 324186 106539 1 ACADEMY OF OUR LADY OF MERCY 5801 FEGENBUSH LN LOUISVILLE KY 402281158 611116388 501(C)(3) 78308 EDUCATIONAL GRANT BASILICA OF ST JOSEPH PROTO-CATHEDRAL PO BOX 548 BARDSTOWN KY 400040548 610485640 501(C)(3) 24561 EDUCATIONAL GRANT BETHLEHEM HIGH SCHOOL 309 W STEPHEN FOSTER AVE BARDSTOWN KY 400041420 610592028 501(C)(3) 75906 EDUCATIONAL GRANT CHURCH OF THE ASCENSION 4600 LYNNBROOK DR LOUISVILLE KY 402201041 610652304 501(C)(3) 43665 EDUCATIONAL GRANT HOLY CROSS HIGH SCHOOL 5144 DIXIE HWY LOUISVILLE KY 402161702 611053991 501(C)(3) 77500 EDUCATIONAL GRANT HOLY SPIRIT CHURCH 3345 LEXINGTON RD LOUISVILLE KY 40206 610700575 501(C)(3) 36473 EDUCATIONAL GRANT HOLY TRINITY CHURCH 501 CHERRYWOOD RD LOUISVILLE KY 402072103 610507073 501(C)(3) 29755 EDUCATIONAL GRANT JOHN PAUL II ACADEMY 3525 GOLDSMITH LN LOUISVILLE KY 40220 204903089 501(C)(3) 83422 EDUCATIONAL GRANT NOTRE DAME ACADEMY 1927 LEWISTON DR LOUISVILLE KY 40216 050599203 501(C)(3) 132373 EDUCATIONAL GRANT PITT ACADEMY 6010 PRESTON HWY LOUISVILLE KY 40219 237066205 501(C)(3) 21170 EDUCATIONAL GRANT PRESENTATION ACADEMY 861 S FOURTH ST LOUISVILLE KY 402032115 610444780 501(C)(3) 75000 EDUCATIONAL GRANT SACRED HEART SCHOOLS 3177 LEXINGTON RD LOUISVILLE KY 40206 611181710 501(C)(3) 33400 EDUCATIONAL GRANT ST AGNES CHURCH 1920 NEWBURG RD LOUISVILLE KY 402051400 610463940 501(C)(3) 38498 EDUCATIONAL GRANT ST ALBERT THE GREAT CHURCH 1395 GIRARD DR LOUISVILLE KY 402226642 610568020 501(C)(3) 55135 EDUCATIONAL GRANT ST ALOYSIUS CHURCH 212 MOUNT MERCY DR PEWEE VALLEY KY 400568024 610448558 501(C)(3) 27440 EDUCATIONAL GRANT ST ANDREW ACADEMY 7724 COLUMBINE DR LOUISVILLE KY 40258 861136245 501(C)(3) 75155 EDUCATIONAL GRANT ST ATHANASIUS CHURCH 5915 OUTER LOOP LOUISVILLE KY 402194136 610591505 501(C)(3) 92740 EDUCATIONAL GRANT ST AUGUSTINE CHURCH 235 S SPALDING AVE LEBANON KY 400331297 610500831 501(C)(3) 39344 EDUCATIONAL GRANT ST BERNARD CHURCH 7500 TANGELO DR LOUISVILLE KY 402281599 610644954 501(C)(3) 62410 EDUCATIONAL GRANT ST CATHERINE CHURCH 413 FIRST ST NEW HAVEN KY 40051 610444801 501(C)(3) 28175 EDUCATIONAL GRANT ST EDWARD CHURCH 9608 SUE HELEN DR LOUISVILLE KY 402993298 610458536 501(C)(3) 67237 EDUCATIONAL GRANT ST FRANCIS DESALES HIGH SCHOOL 425 KENWOOD DR LOUISVILLE KY 402142897 610447247 501(C)(3) 80640 EDUCATIONAL GRANT ST FRANCIS OF ASSISI CHURCH 1960 BARDSTOWN RD LOUISVILLE KY 402051572 610444804 501(C)(3) 60537 EDUCATIONAL GRANT ST GABRIEL CHURCH 5505 BARDSTOWN RD LOUISVILLE KY 402911909 610523305 501(C)(3) 91935 EDUCATIONAL GRANT ST GREGORY CHURCH 330 SAMUELS LOOP COXS CREEK KY 400136505 610535159 501(C)(3) 32048 EDUCATIONAL GRANT ST LEONARD CHURCH 440 ZORN AVE LOUISVILLE KY 402061417 610539297 501(C)(3) 42385 EDUCATIONAL GRANT ST MARTHA CHURCH 2825 KLONDIKE LN LOUISVILLE KY 402181631 610591745 501(C)(3) 75240 EDUCATIONAL GRANT ST MARY ACADEMY 11311 ST MARY LN PROSPECT KY 40059 208936584 501(C)(3) 57020 EDUCATIONAL GRANT ST MICHAEL CHURCH 3705 STONE LAKES DR LOUISVILLE KY 402995495 610947181 501(C)(3) 32469 EDUCATIONAL GRANT ST NICHOLAS ACADEMY 5501 NEW CUT RD LOUISVILLE KY 40214 352248740 501(C)(3) 146751 EDUCATIONAL GRANT ST PATRICK CHURCH 1000 N BECKLEY STATION RD LOUISVILLE KY 402454550 611143233 501(C)(3) 33175 EDUCATIONAL GRANT ST PAUL CHURCH 6901 DIXIE HWY LOUISVILLE KY 402583915 610464179 501(C)(3) 61400 EDUCATIONAL GRANT ST RAPHAEL CHURCH 2141 LANCASHIRE AVE LOUISVILLE KY 402052957 610549869 501(C)(3) 61600 EDUCATIONAL GRANT ST RITA CHURCH 8709 PRESTON HWY LOUISVILLE KY 402194499 616002076 501(C)(3) 136931 EDUCATIONAL GRANT ST STEPHEN MARTYR CHURCH 2931 PINDELL AVE LOUISVILLE KY 402171752 610492373 501(C)(3) 107810 EDUCATIONAL GRANT ST XAVIER HIGH SCHOOL 1609 POPLAR LEVEL RD LOUISVILLE KY 402171343 610480949 501(C)(3) 13700 EDUCATIONAL GRANT TRINITY HIGH SCHOOL 4011 SHELBYVILLE RD LOUISVILLE KY 402073122 611256093 501(C)(3) 13500 EDUCATIONAL GRANT ASSUMPTION HIGH SCHOOL 2170 TYLER LANE LOUISVILLE KY 402051916 611133759 501(C)(3) 25000 EDUCATIONAL GRANT ST JAMES CHURCH 1826 EDENSIDE AVE LOUISVILLE KY 402041597 610444806 501(C)(3) 38200 EDUCATIONAL GRANT ST DOMINIC CHURCH 303 W MAIN STREET SPRINGFIELD KY 400691230 610463942 501(C)(3) 10977 EDUCATIONAL GRANT 40 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 8 329431 FMV X ADVERTISING AND MARKETING SERVICES 10 52956 COST X OFFICE RENT AND CLEANING 1 37130 COST X KEYNOTE FEE 1 20000 COST X PRINTING AND PHOTOGRAPHY 6 7698 COST X USE OF FORMAL WEAR 1 2000 COST X MUSIC 1 700 COST 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 840707 CASH