2012-11-15T11:36:55-06:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 610 WGERMANTOWN PIKESTE 400 PLYMOUTH MTG PA 19462 990 2011-07-01 232661414 CATHOLIC LEADERSHIP INSTITUTE CATH 6103631315 440 E SWEDESFORD ROAD NO 3040 WAYNE PA 19087 MATTHEW F MANION 6103631315 2012-11-08 1 STEVE ROSA CPA P00079667 2156433900 2011 2016-02-24 21:20:13Z MATTHEW F MANION 440 E SWEDESFORD ROAD SUITE 3040 WAYNE PA 19087 4947845 0 X WWW.CATHOLICLEADERS.ORG X 1991 PA TO SUPPORT THE ADVANCEMENT OF RELIGIOUS LEADERSHIP AND EDUCATION IN CATHOLIC CHURCH. 15 13 32 15 0 0 1709470 1029546 3595366 3814021 1815 2208 19047 14054 5325698 4859829 0 0 0 0 2504078 2425856 0 0 547186 2338067 2484408 4842145 4910264 483553 -50435 2540331 2390409 1266088 1166601 1274243 1223808 TO SUPPORT THE ADVANCEMENT OF RELIGIOUS LEADERSHIP AND EDUCATION IN CATHOLIC CHURCH. 0 0 3107187 3076098 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. 100735 234267 TENDING THE TALENTS LEADERSHIP PROGRAM FOR LAIETY 220134 503656 CONSULTING LEADERSHIP FOR DIOCESE AND BISHOPS 3428056 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 0 1 28 0 1 32 1 0 0 0 0 0 1 1 0 0 1 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 149767 0 4500 MATTHEW MANION 40.00 X X 215483 0 19668 THOMAS COLLIGAN 0.50 X 0 0 0 TERRY FINLEY 0.50 X 0 0 0 MICHAEL EMMI 0.50 X 0 0 0 JAMES QUINLAN 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 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 102288 0 9863 WILLIAM DICKINSON 40.00 X 140419 0 18359 DANIEL CELLUCI 40.00 X 123530 0 16429 KAREN WALTERS 40.00 X 123272 0 7562 854759 0 76381 6 0 1 0 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 4 156000 873546 1029546 PARTICIPANT FEES 900099 3814021 3814021 3814021 2208 2208 102070 156000 88016 14054 14054 4859829 3814021 0 16262 457324 86968 187822 182534 1631780 1122690 372771 136319 194733 148804 30605 15324 142019 87237 28901 25881 65051 31653 25862 7536 170516 37995 123475 9046 114767 72303 25249 17215 528789 488567 40222 9268 5839 2039 1390 24848 15654 5467 3727 17726 17726 PROGRAM MATERIALS 473224 473224 FACILITATOR FEE 398080 398080 PROGRAM EXPENSES 296368 296368 UNCOLLECTIBLE ACCOUNTS 119847 6000 113847 265924 156674 1258 107992 4910264 3428056 935022 547186 478858 563167 1353609 1185456 98850 143630 63974 52954 102460 76210 44144 26250 500896 418952 2540331 2390409 467293 512796 638795 503805 160000 150000 1266088 1166601 X -655368 -606245 1929611 1830053 1274243 1223808 2540331 2390409 -50435 0 X X 0 1 1 X 0 X 1049691 795045 1565273 1709470 1029546 6149025 1049691 795045 1565273 1709470 1029546 6149025 378996 5770029 3142 3083 1876 1815 2208 12124 14054 14054 6175203 0.93440 0.69650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 102460 76210 26250 26250 PROMISES TO GIVE- PLANNED GIVING 418952 418952 4859829 4910264 -50435 -50435 4859829 0 4859829 0 4859829 4910264 0 4910264 0 4910264 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 258070 156000 102070 37844 50172 258070 156000 102070 37844 50172 88016 14054 X X X X 0 0 0 0 0 0 0 0 0 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 ARTHUR MULLIN CASH FOR OPERATIONS X 100000 50000 0 1 1 STEPHEN HYDE CASH FOR OPERATIONS X 50000 50000 0 1 1 DAVID SAVAGE CASH FOR OPERATIONS X 50000 50000 0 1 1 150000 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.