2015-11-16T09:23:16-06:00 2015-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2014-07-01 232661414 CATHOLIC LEADERSHIP INSTITUTE CATH 6103631315 440 E SWEDESFORD ROAD NO 3040 WAYNE PA 19087 MATTHEW F MANION PRESIDENT/CEO 6103631315 2015-11-05 1 PAUL KELLY P00079667 2156433900 2014 2016-02-25 16:41:14Z MATTHEW F MANION 440 E SWEDESFORD ROAD SUITE 3040 WAYNE PA 19087 6928236 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 40 51 0 0 2585531 3840408 3235914 3084820 2328 3008 0 0 5823773 6928236 0 0 0 0 2591510 2634062 0 0 692978 3164165 3036238 5755675 5670300 68098 1257936 2836624 3459385 1205977 570802 1630647 2888583 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 1730078 1458317 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. 412212 234664 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. 2189070 1391839 DIOCESAN CONSULTING SERVICES (DCS) - ALTHOUGH CONSULTING SERVICES ARE UNIQUE AND VARIED, WE HIGHLIGHT THREE MAIN OFFERINGS:BUILD & MAINTAIN A COHESIVE LEADERSHIP TEAM: CLI ASSISTS THE BISHOP AND HIS KEY STAFF FOCUSED TO DEVELOP QUALITY, COLLABORATIVE RELATIONSHIPS AMONG THEMSELVES AND TO BECOME A STRONG, FOCUSED LEADERSHIP TEAM FOR THE DIOCESE.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.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.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. 4331360 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 25 0 40 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 X GINNY KOEHLER 6103631315 440 EAST SWEDESFORDSUITE 3040 WAYNE PA 19087 TIMOTHY C FLANAGAN FOUNDER AND BOARD MEMBER 30.00 X X 152077 0 4562 MATTHEW MANION PRESIDENT AND CEO 40.00 X X 270096 0 19752 MICHAEL EMMI CHAIRMAN 0.50 X X 0 0 0 ARTHUR MULLIN SECRETARY AND BOARD MEMBER 0.50 X X 0 0 0 BERNARDA NEAL BOARD MEMBER 0.50 X 0 0 0 CHRISTINE YOUNGBLOOD BOARD MEMBER 0.50 X 0 0 0 DENA BARTLETT BOARD MEMBER 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 WILLIAM OROSZ BOARD MEMBER 0.50 X 0 0 0 DAVID SAVAGE BOARD MEMBER (ENDED 4/2015) 0.50 X 0 0 0 THOMAS HEULE BOARD MEMBER (ENDED 4/2015) 0.50 X 0 0 0 MICHAEL FULLAM VICE PRESIDENT 40.00 X 95840 0 9870 DANIEL CELLUCI VICE PRESIDENT 40.00 X 156156 0 19214 GINNY KOEHLER VP FINANCE & OPERATIONS (10/2014) 40.00 X 84213 0 14644 CHARLES G LEWIS SR VICE PRESIDENT (5/2015) 40.00 X 0 0 0 LUCILLE SMITH VICE PRESIDENT 40.00 X 114020 0 10805 RICK DECAROLIS VP FINANCE (ENDED 8/2014) 40.00 X 118928 0 6790 WILLIAM DICKINSON VICE PRESIDENT (ENDED 11/2014) 40.00 X 93569 0 16993 1084899 0 102630 5 0 1 0 MEASURING SUCCESS 4600 EAST WEST HIGHWAY 900 BETHESDA MD 20814 DATA ANALYTICS 255837 PPS 501 ABBOTT DRIVE 3RD FLR UNIT 4 BROOMALL PA 19008 PRINTING 225480 LEADERSHIP LEGACIES PO BOX 612 POWAY CA 92074 ROYALTIES 206244 3 3840408 3840408 PARTICIPANT FEES 900099 3084820 3084820 3084820 3008 3008 6928236 3084820 0 3008 X 1085585 622549 236979 226057 1164102 829995 134694 199413 184234 137827 26834 19573 200141 145049 24905 30187 163862 103233 36050 24579 30758 19608 6482 4668 125080 78800 27518 18762 564089 514220 49869 6536 4118 1438 980 9031 5689 1987 1355 52503 52503 FACILITATOR FEES 410870 410870 PROGRAM MATERIALS 360090 360090 PROGRAM DEVELOPMENT 313155 313155 SCHOLARSHIP ASSISTANCE 241968 241968 758296 544189 96572 117535 5670300 4331360 645962 692978 160072 228414 394038 509896 1654559 2099316 94610 75579 64887 61258 135576 118393 17582 17183 450876 467739 2836624 3459385 488821 491776 227156 19026 90000 60000 400000 0 1205977 570802 X -739833 -68368 2370480 2956951 1630647 2888583 2836624 3459385 1257936 0 X X 0 1 X 1 0 X 1709470 1029546 1950423 2585531 3840408 11115378 1709470 1029546 1950423 2585531 3840408 11115378 2137260 8978118 1815 2208 3703 2328 3008 13062 14054 9900 23954 11152394 17758350 0.80500 0.89960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 135576 118393 17183 17183 PROMISES TO GIVE- PLANNED GIVING 467739 467739 X 6928236 0 6928236 0 6928236 5670300 0 5670300 0 5670300 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 46000 EUROPE 0 0 1500 0 0 0 0 0 0 47500 0 47500 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 152077 0 0 0 0 0 4562 0 0 0 156639 0 0 0 MATTHEW MANION PRESIDENT AND CEO 255096 0 15000 0 0 0 6131 0 13621 0 289848 0 0 0 DANIEL CELLUCI VICE PRESIDENT 148656 0 7500 0 0 0 4933 0 14281 0 175370 0 0 0 ARTHUR MULLIN CASH FOR OPERATIONS X 100000 20000 0 1 1 STEPHEN HYDE CASH FOR OPERATIONS X 50000 20000 0 1 1 DAVID SAVAGE CASH FOR OPERATIONS X 50000 20000 0 1 1 60000 FORM 990, PART VI, SECTION A, LINE 2 MATTHEW MANION AND DANIEL CELLUCCI ARE IN-LAWS AND ARE BOTH OFFICERS OF THE ORGANIZATION. 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 EXECUTIVE COMMITTEE 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 PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 175,502. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 175,502. UNCOLLECTIBLE ACCOUNTS RECEIVABLE: PROGRAM SERVICE EXPENSES 104,904. MANAGEMENT AND GENERAL EXPENSES 29,425. FUNDRAISING EXPENSES 20,063. TOTAL EXPENSES 154,392. BISHOP'S PROGRAM: PROGRAM SERVICE EXPENSES 150,904. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150,904. COMMUNICATIONS & STEWARDSHIP: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 84,285. TOTAL EXPENSES 84,285. STAFF TRAINING: PROGRAM SERVICE EXPENSES 77,352. MANAGEMENT AND GENERAL EXPENSES 2,302. FUNDRAISING EXPENSES 1,570. TOTAL EXPENSES 81,224. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 57,169. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,169. SUPPLIES: PROGRAM SERVICE EXPENSES 21,987. MANAGEMENT AND GENERAL EXPENSES 7,676. FUNDRAISING EXPENSES 5,235. TOTAL EXPENSES 34,898. TECHNOLOGY: PROGRAM SERVICE EXPENSES 13,540. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,803. TOTAL EXPENSES 19,343. MEAL AND ENTERTAINMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 579. TOTAL EXPENSES 579. FORM 990, PART XII, LINE 2C: NO CHANGE TO PRIOR - SAME AS PRIOR YEAR.