2013-11-13T07:39:44-06:00 2013-06-30 410746749 CLIFTONLARSONALLEN LLP 610 WEST GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2012-07-01 232661414 CATHOLIC LEADERSHIP INSTITUTE CATH 6103631315 440 E SWEDESFORD ROAD NO 3040 WAYNE PA 19087 MATTHEW F MANION 6103631315 2013-11-04 1 STEVE ROSA CPA P00079667 2156433900 2012 2016-02-24 21:20:13Z MATTHEW F MANION 440 E SWEDESFORD ROAD SUITE 3040 WAYNE PA 19087 6079543 0 X WWW.CATHOLICLEADERS.ORG X 1991 PA TO SUPPORT THE ADVANCEMENT OF RELIGIOUS LEADERSHIP AND EDUCATION IN CATHOLIC CHURCH. 15 13 24 13 0 0 1029546 1950423 3814021 4028229 2208 3703 14054 9900 4859829 5992255 0 0 0 0 2425856 2534560 0 0 659513 2484408 3118954 4910264 5653514 -50435 338741 2390409 2603257 1166601 1040708 1223808 1562549 TO SUPPORT THE ADVANCEMENT OF RELIGIOUS LEADERSHIP AND EDUCATION IN CATHOLIC CHURCH. 0 0 2860565 3023434 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 LEARN ABOUT THE VARIOUS CONTEXTS IN WHICH THEY LEAD AND SPECIFIC SKILL SETS WITHIN EACH CONTEXT THAT WILL HELP THEM LEAD MOST EFFECTIVELY. 516634 272727 LEADERSHIP PROGRAM FOR LAITY-GRADUATE AND DIOCESAN SERVICES 871378 732068 CONSULTING LEADERSHIP FOR DIOCESE AND BISHOPS 4248577 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 49 0 1 24 1 0 0 0 0 0 0 0 0 0 0 X 15 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO FL LA MN ND PA VA X RICHARD DECAROLIS 6103631315 440 EAST SWEDESFORDSUITE 3040 WAYNE PA 19087 TIMOTHY C FLANAGAN 30.00 X X 150000 0 4500 MATTHEW MANION 40.00 X X 200149 0 19845 THOMAS COLLIGAN 0.50 X 0 0 0 TERRY FINLEY 0.50 X 0 0 0 MICHAEL EMMI 0.50 X 0 0 0 PAUL GEARY 0.50 X 0 0 0 JAMES LONGON 0.50 X 0 0 0 THOMAS HEULE 0.50 X 0 0 0 ELIZABETH OLIVER 0.50 X 0 0 0 STEPHEN HYDE 0.50 X 0 0 0 DAVE SAVAGE 0.50 X 0 0 0 ARTHUR MULLIN 0.50 X X 0 0 0 LARRY DONATO 0.50 X 0 0 0 BERNARDA NEAL 0.50 X 0 0 0 STEPHEN STUMPF 0.50 X 0 0 0 RICK DECAROLIS 40.00 X 137464 0 13281 WILLIAM DICKINSON 40.00 X 145841 0 18532 DANIEL CELLUCI 40.00 X 135703 0 17352 769157 0 73510 5 0 1 0 LEADERSHIP LEGACIES PO BOX 612 POWAY CA 92074 ROYALTIES 224996 PPS 452 PARKWAY BROOMALL PA 19008 PRINTING 188777 LIBERTY PROPERTY LIMITED 500 CHESTERFIELD PARKWAY MALVERN PA 19355 LANDLORD 115282 3 131250 1819173 1950423 PARTICIPANT FEES 900099 4028229 4028229 4028229 3703 3703 97188 131250 87288 9900 9900 5992255 4028229 0 13603 842669 427426 205744 209499 1352502 903423 248691 200388 169579 128845 31975 8759 169810 122012 20235 27563 160484 48253 85916 26315 104470 28802 68811 6857 118762 74820 26128 17814 633093 566684 66409 10113 6371 2225 1517 23166 14595 5096 3475 25122 25122 FACILITATOR FEES 542034 542034 PROGRAM MATERIALS 423879 423879 SCHOLARSHIP ASSISTANCE 337740 337740 PROGRAM EXPENSES 319466 319466 420625 304227 25481 90917 5653514 4248577 745424 659513 326526 93061 236641 559239 1185456 1189167 143630 229658 52954 84209 112678 99376 26250 13302 418952 434621 2390409 2603257 512796 522839 503805 197869 150000 120000 200000 1166601 1040708 X -606245 -476494 1830053 2039043 1223808 1562549 2390409 2603257 338741 0 X 0 1 X 1 0 X 795045 1565273 1709470 1029546 1950423 7049757 795045 1565273 1709470 1029546 1950423 7049757 713860 6335897 3083 1876 1815 2208 3703 12685 14054 9900 23954 7086396 0.89410 0.93440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - 2011 AMOUNT: $ 14,054. 2012 AMOUNT: $ 9,900. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 112678 99376 13302 13302 PROMISES TO GIVE- PLANNED GIVING 434621 434621 X 5992255 0 5992255 0 5992255 5653514 0 5653514 0 5653514 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: CATHOLIC LEADERSHIP INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERAL REVENUE CODE AND DID NOT CONDUCT UNRELATED BUSINESS ACTIVITIES. THEREFORE, CATHOLIC LEADERSHIP INSTITUTE HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. 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. OUTSTANDING CATHOLIC AWARD DINNER 228438 131250 97188 33831 957 52500 228438 131250 97188 33831 957 52500 87288 9900 X X X X 0 0 0 0 0 0 0 0 0 TIMOTHY C FLANAGAN 150000 0 0 0 0 0 0 0 4500 0 154500 0 0 0 MATTHEW MANION 154268 0 45881 0 0 0 0 0 19845 0 219994 0 0 0 RICK DECAROLIS 122744 0 14720 0 0 0 0 0 13281 0 150745 0 0 0 WILLIAM DICKINSON 130238 0 15603 0 0 0 0 0 18532 0 164373 0 0 0 DANIEL CELLUCI 120657 0 15046 0 0 0 0 0 17352 0 153055 0 0 0 ARTHUR MULLIN CASH FOR OPERATIONS X 100000 40000 0 1 1 STEPHEN HYDE CASH FOR OPERATIONS X 50000 40000 0 1 1 DAVID SAVAGE CASH FOR OPERATIONS X 50000 40000 0 1 1 120000 FORM 990, PART VI, SECTION A, LINE 2 MATTHEW MANION AND ELIZABETH OLIVER ARE SIBLINGS AND BOTH SERVE ON THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 THE FORM IS REVIEWED BY THE AUDIT AND FINANCE COMMITTEE BEFORE SUBMISSION. THE ENTIRE RETURN IS THEN DISCUSSED AT THE NOVEMBER BOARD MEETING WHICH OCCURS AFTER THE REQUIRED SUBMISSION DATE. 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 AND GOVERNANCE COMMITTEE AFTER REVIEW OF INTERNAL AND EXTERNAL SOURCES. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.