CATHOLIC LEADERSHIP INSTITUTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC LEADERSHIP INSTITUTE (EIN 23-2661414)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-15
- IRS object ID
- 201223209349303872
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T11:36:55-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WGERMANTOWN PIKESTE 400 | AddressLine1 |
| City | PLYMOUTH MTG | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232661414 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHOLIC LEADERSHIP INSTITUTE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CATH | NameControl |
| Phone | 6103631315 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 E SWEDESFORD ROAD NO 3040 | AddressLine1 |
| City | WAYNE | City |
| State | PA | State |
| ZIP Code | 19087 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW F MANION | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 6103631315 | Phone |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE ROSA CPA | Name |
| PTIN | P00079667 | PTIN |
| Phone | 2156433900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MATTHEW F MANION | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 E SWEDESFORD ROAD SUITE 3040 | AddressLine1 |
| City | WAYNE | City |
| State | PA | State |
| ZIP Code | 19087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4947845 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CATHOLICLEADERS.ORG | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT THE ADVANCEMENT OF RELIGIOUS LEADERSHIP AND EDUCATION IN CATHOLIC CHURCH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 32 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1709470 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1029546 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3595366 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3814021 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1815 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2208 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 19047 | OtherRevenuePriorYear |
| Other Revenue Current Year | 14054 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5325698 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4859829 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2504078 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2425856 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 547186 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2338067 | OtherExpensePriorYear |
| Other Expenses Current Year | 2484408 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4842145 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4910264 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 483553 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -50435 | RevenuesLessExpensesCY |
| Total Assets BOY | 2540331 | TotalAssetsBOY |
| Total Assets EOY | 2390409 | TotalAssetsEOY |
| Total Liabilities BOY | 1266088 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1166601 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1274243 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1223808 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SUPPORT THE ADVANCEMENT OF RELIGIOUS LEADERSHIP AND EDUCATION IN CATHOLIC CHURCH. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3107187 | Expense |
| Revenue | 3076098 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 100735 | Expense |
| Revenue | 234267 | Revenue |
| Description | TENDING THE TALENTS LEADERSHIP PROGRAM FOR LAIETY | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 220134 | Expense |
| Revenue | 503656 | Revenue |
| Description | CONSULTING LEADERSHIP FOR DIOCESE AND BISHOPS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3428056 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 28 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 32 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 1 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD DECAROLIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6103631315 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 EAST SWEDESFORDSUITE 3040 | AddressLine1 |
| City | WAYNE | City |
| State | PA | State |
| ZIP Code | 19087 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| TIMOTHY C FLANAGAN | |||||||
| CHAIRMAN OF BOARD | 30.00 | X | X | 149767 | 0 | 4500 | |
| MATTHEW MANION | |||||||
| PRESIDENT AND CEO | 40.00 | X | X | 215483 | 0 | 19668 | |
| THOMAS COLLIGAN | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| TERRY FINLEY | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| MICHAEL EMMI | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| JAMES QUINLAN | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| PAUL GEARY | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| JAMES LONGON | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| THOMAS HEULE | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| ELIZABETH OLIVER | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| STEPHEN HYDE | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| DAVE SAVAGE | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| LARRY DONATO | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| BERNARDA NEAL | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| STEPHEN STUMPF | |||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | ||
| RICK DECAROLIS | |||||||
| DIRECTOR OF FINANCE | 40.00 | X | 102288 | 0 | 9863 | ||
| WILLIAM DICKINSON | |||||||
| DIRECTOR OF SALES | 40.00 | 140419 | 0 | 18359 | X | ||
| DANIEL CELLUCI | |||||||
| DIRECTORY OF PHILANTHROPY | 40.00 | 123530 | 0 | 16429 | X | ||
| KAREN WALTERS | |||||||
| DIRECTOR OF CURRICULUM | 40.00 | 123272 | 0 | 7562 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 854759 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 76381 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LEADERSHIP LEGACIES | |||||
| PO BOX 612 | POWAY | CA | 92074 | ROYALTIES | 206341 |
| PROSIT | |||||
| 452 PARKWAY | BROOMALL | PA | 19008 | PRINTING | 158495 |
| INDEPENDENCE BLUE CROSS | |||||
| PO BOX 70250 | PHILADELPHIA | PA | 19176 | HEALTH INSURANCE | 137961 |
| LIBERTY PROPERTY LIMITED | |||||
| 500 CHESTERFIELD PARKWAY | MALVERN | PA | 19355 | LANDLORD | 102467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 156000 | FundraisingEvents |
| All Other Contributions | 873546 | AllOtherContributions |
| Total Contributions | 1029546 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTICIPANT FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 3814021 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3814021 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3814021 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2208 | TotalRevenueColumn |
| Exclusion | $2,208 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 102070 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 156000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 88016 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14054 | TotalRevenueColumn |
| Exclusion | $14,054 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4859829 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3814021 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $16,262 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 457324 | Total |
| Program Services | 86968 | ProgramServices |
| Management And General | 187822 | ManagementAndGeneral |
| Fundraising | 182534 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1631780 | Total |
| Program Services | 1122690 | ProgramServices |
| Management And General | 372771 | ManagementAndGeneral |
| Fundraising | 136319 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194733 | Total |
| Program Services | 148804 | ProgramServices |
| Management And General | 30605 | ManagementAndGeneral |
| Fundraising | 15324 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142019 | Total |
| Program Services | 87237 | ProgramServices |
| Management And General | 28901 | ManagementAndGeneral |
| Fundraising | 25881 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65051 | Total |
| Program Services | 31653 | ProgramServices |
| Management And General | 25862 | ManagementAndGeneral |
| Fundraising | 7536 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170516 | Total |
| Program Services | 37995 | ProgramServices |
| Management And General | 123475 | ManagementAndGeneral |
| Fundraising | 9046 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114767 | Total |
| Program Services | 72303 | ProgramServices |
| Management And General | 25249 | ManagementAndGeneral |
| Fundraising | 17215 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 528789 | Total |
| Program Services | 488567 | ProgramServices |
| Fundraising | 40222 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9268 | Total |
| Program Services | 5839 | ProgramServices |
| Management And General | 2039 | ManagementAndGeneral |
| Fundraising | 1390 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24848 | Total |
| Program Services | 15654 | ProgramServices |
| Management And General | 5467 | ManagementAndGeneral |
| Fundraising | 3727 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17726 | Total |
| Management And General | 17726 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROGRAM MATERIALS | 473224 | 473224 | |
| FACILITATOR FEE | 398080 | 398080 | |
| PROGRAM EXPENSES | 296368 | 296368 | |
| UNCOLLECTIBLE ACCOUNTS | 119847 | 6000 | 113847 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265924 | Total |
| Program Services | 156674 | ProgramServices |
| Management And General | 1258 | ManagementAndGeneral |
| Fundraising | 107992 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4910264 | Total |
| Program Services | 3428056 | ProgramServices |
| Management And General | 935022 | ManagementAndGeneral |
| Fundraising | 547186 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 478858 | BOY |
| EOY | 563167 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1353609 | BOY |
| EOY | 1185456 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98850 | BOY |
| EOY | 143630 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63974 | BOY |
| EOY | 52954 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 102460 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 76210 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44144 | BOY |
| EOY | 26250 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500896 | BOY |
| EOY | 418952 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2540331 | BOY |
| EOY | 2390409 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 467293 | BOY |
| EOY | 512796 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 638795 | BOY |
| EOY | 503805 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 160000 | BOY |
| EOY | 150000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1266088 | BOY |
| EOY | 1166601 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -655368 | BOY |
| EOY | -606245 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1929611 | BOY |
| EOY | 1830053 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1274243 | BOY |
| EOY | 1223808 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2540331 | BOY |
| EOY | 2390409 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -50435 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1049691 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 795045 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1565273 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1709470 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1029546 | CurrentTaxYear |
| Total | 6149025 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1049691 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 795045 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1565273 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1709470 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1029546 | CurrentTaxYear |
| Total | 6149025 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 378996 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5770029 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3142 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3083 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1876 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1815 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2208 | CurrentTaxYear |
| Total | 12124 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 14054 | CurrentTaxYear |
| Total | 14054 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 6175203 | TotalSupport |
| Public Support Pertcentage170 | 0.93440 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69650 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 102460 | OtherCostOrOtherBasis |
| Depreciation | 76210 | Depreciation |
| Book Value | 26250 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26250 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROMISES TO GIVE- PLANNED GIVING | Description |
| Book Value | 418952 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 418952 | TotalBookValueOtherAssets |
| Total Revenue | 4859829 | TotalRevenue |
| Total Expenses | 4910264 | TotalExpenses |
| Excess Or Deficit For Year | -50435 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -50435 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4859829 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 4859829 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4859829 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4910264 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4910264 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4910264 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | OUTSTANDING CATHOLIC AWARD DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 258070 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 156000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 102070 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 37844 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 50172 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 258070 | GrossReceiptsTotal |
| Charitable Contributions Total | 156000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 102070 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 37844 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 50172 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 88016 | DirectExpenseSummaryEvents |
| Net Income Summary | 14054 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY C FLANAGAN | |||||||||||||
| 149767 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4500 | 0 | 154267 | 0 | 0 | 0 |
| MATTHEW MANION | |||||||||||||
| 147545 | 0 | 67938 | 0 | 0 | 0 | 0 | 0 | 19668 | 0 | 235151 | 0 | 0 | 0 |
| WILLIAM DICKINSON | |||||||||||||
| 122333 | 0 | 18086 | 0 | 0 | 0 | 0 | 0 | 18359 | 0 | 158778 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Loan Table LoanTable (3 entries)
| Purpose Of LoanPurposeOfLoan | Loan To OrganizationLoanToOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| ARTHUR MULLIN | ||||||
| CASH FOR OPERATIONS | X | $100,000 | 50000 | 0 | 1 | 1 |
| STEPHEN HYDE | ||||||
| CASH FOR OPERATIONS | X | $50,000 | 50000 | 0 | 1 | 1 |
| DAVID SAVAGE | ||||||
| CASH FOR OPERATIONS | X | $50,000 | 50000 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 150000 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. |
| THE OVERSIGHT PROCESS OF THE AUDIT HAS NOT CHANGED FROM PRIOR YEAR. |
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