2025-01-28T09:55:51-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-07-01 232661414 CATHOLIC LEADERSHIP INSTITUTE CATH 6103631315 301 LINDENWOOD DR 310 MALVERN PA 19355 DANIEL CELLUCCI CEO 6103631315 2025-01-25 1 0 WILLIAM A LOUGHERY P01603932 2156433900 2025-01-25 2023 2025-03-06 01:10:19Z DANIEL CELLUCCI 301 LINDENWOOD DR 310 MALVERN PA 19355 10493336 0 X WWW.CATHOLICLEADERS.ORG X 1991 PA EQUIPPING LEADERS THROUGH FAITHFUL ACCOMPANIMENT- BUILDING THE FUTURE OF OUR CHURCH. 20 18 99 21 0 0 7975856 9026999 1456348 795118 440322 671219 -706459 0 9166067 10493336 0 0 0 0 5429540 6580444 145540 148632 2490271 2681133 3789973 8256213 10519049 909854 -25713 22619412 22912374 1057177 1375852 21562235 21536522 X CATHOLIC LEADERSHIP INSTITUTE (CLI) PROVIDES BISHOPS, PRIESTS, RELIGIOUS, 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 4418239 0 27456 NEXT GENERATION PARISH: ADDITIONAL $5,364,300 OF DONOR DIRECTED SUPPORT FOR NEXT GENERATION PARISH. THIS FOUR YEAR EXPERIENCE PROVIDES THE PASTOR AND HIS COMMUNITY WITH THE OPPORTUNITY TO ASSESS ITS GREATEST OPPORTUNITIES AND STRENGTHS, DEVELOP A PLAN TO MOVE INTO THE FUTURE, AND MOST IMPORTANTLY CULTIVATE A DEEPER MISSIONARY SPIRIT THROUGHOUT THE COMMUNITY. 1845159 0 471719 CONSULTING: ADDITIONAL $2,076,870 OF DONOR DIRECTED SUPPORT FOR CALLED FOR MORE. CONSULTING SERVICES ARE UNIQUE AND VARIED FROM A MUTUALLY SHARED VISION SERVING 132 CLIENTS TO DATE. SINCE 2019, 4,128 PRIESTS HAVE PARTICIPATED IN THE CALLED FOR MORE TRAINING OFFERED. CALLED FOR MORE OFFERS THE DIOCESE AN OPPORTUNITY TO TRANSFORM THE PROCESS BY WHICH PASTORS ARE ASSIGNED TO PARISHES, AND SUPPORTED THROUGH CRITICAL MINISTRY TRANSITIONS. 414576 0 291124 CUSTOM TRAINING: ADDITIONAL $67,740 OF TRAINING PROVIDED THROUGH DONOR DIRECTED SUPPORT. CUSTOMIZED TRAINING SOLUTIONS TO MEET DIOCESAN AND PARISH LEADERSHIP OBJECTIVES. THIS INCLUDES THE ADMINISTRATION OF THE DISCIPLE MAKER INDEX SURVEY WHICH IS A TOOL THAT GATHERS COMPREHENSIVE FEEDBACK ABOUT PARISHIONERS' SPIRITUAL GROWTH THROUGH 75 QUESTIONS. THE RESULTING INSIGHT IS INVALUABLE: IT ENABLES PARISH LEADERSHIP TO MAKE DATA-DRIVEN DECISIONS REGARDING PRIORITIES THAT WILL ULTIMATELY HELP PARISHIONERS GROW IN FAITH. AS OF DECEMBER 4, 2024, 713,752 PARISHIONER RESPONSES HAVE BEEN RECORDED IN THE DMI SURVEY. 30228 0 4819 TRAINING: PRIEST AND SEMINARIAN LEADERSHIP FORMATION AND SKILL BUILDING. PRIESTS AND SEMINARIANS RECEIVE WORLD CLASS LEADERSHIP DEVELOPMENT TRAINING THAT WILL EQUIP THEM TO BE BETTER LEADERS/PASTORS/PRIESTS. AS OF DECEMBER 4, 2024, 4,279 PRIESTS AND SEMINARIANS HAVE PARTICIPATED. 30228 0 4819 6708202 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 99 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO FL GA HI IL LA MA ME MI MN MS ND NH NM NY PA RI SC TN UT VA WA WI WV X X THE ORGANIZATION 6103631315 301 LINDENWOOD DRIVE MALVERN PA 19355 DANIEL CELLUCCI CEO 40.00 X X 345763 0 22657 CHAD PEDDICORD VP OF PHILANTHROPY 40.00 X 250380 0 18131 MICHAEL SCHOOL EXECUTIVE VICE PRESIDENT 40.00 X 206447 0 7811 LUCILLE SMITH LEADERSHIP CONSULTANT 40.00 X 174051 0 17111 SAMUEL MAZZARELLI VP INNOVATION & DEVELOPMENT 40.00 X 173985 0 12644 TIMOTHY C FLANAGAN FOUNDER AND BOARD MEMBER 30.00 X X 173125 0 5590 REBECCA BOUDWIN ASSOCIATE VP OF PHILANTHROPY 40.00 X 168236 0 910 JOSEPH ROBINSON TREASURER, VP FIN (TO 10/2023) 40.00 X 106870 0 25206 JAY AUSTIN VP FIN (FROM 04/2024) 40.00 X 0 0 0 RICHARD CLARK CHAIRMAN 0.50 X X 0 0 0 MARTHA ORTIZ TREAS. (FROM 11/23); SEC. (TO 10/23) 0.50 X X 0 0 0 EMILY SCAROLA SECRETARY (FROM 11/2023) 0.50 X X 0 0 0 STEVE CAMERON BOARD MEMBER 0.50 X 0 0 0 JOHN CORCORAN BOARD MEMBER 0.50 X 0 0 0 JAMES D DELANEY BOARD MEMBER 0.50 X 0 0 0 WARD FITZGERALD BOARD MEMBER 0.50 X 0 0 0 PAMELA GIGANTI-BUNGE BOARD MEMBER 0.50 X 0 0 0 LAWRENCE L GRYPP BOARD MEMBER 0.50 X 0 0 0 KITTY MARTINEZ BOARD MEMBER 0.50 X 0 0 0 LORI MIREK BOARD MEMBER 0.50 X 0 0 0 BERNARDA NEAL BOARD MEMBER 0.50 X 0 0 0 ROBERT NEAL BOARD MEMBER 0.50 X 0 0 0 WILLIAM OROSZ BOARD MEMBER 0.50 X 0 0 0 DREW PELOUBET BOARD MEMBER 0.50 X 0 0 0 ARNIE SCHNEIDER BOARD MEMBER 0.50 X 0 0 0 DOUGLAS STEPHEN BOARD MEMBER 0.50 X 0 0 0 ANDREW TALLEY BOARD MEMBER 0.50 X 0 0 0 1598857 0 110060 13 0 1 0 WESTFALL GROUP INC PO BOX 81712 ATLANTA GA 30366 DONOR FUNDRAISING AGENCY 306921 LVSYS CORP (BUILDABLE) 620 NE 3RD STREET MCMINNVILLE OR 79128 SOFTWARE & APP DEVELOPMENT SOLUTION 253107 PPS PRINT SOLUTIONS 501 ABBOTT DRIVE UNIT 4 BROOMALL PA 19008 PRINT PROGRAM MATERIALS 144936 KP CONSULTING GROUP 533 OXBOROUGH CT SAINT PETERS MO 63376 STRATEGIC COMMU. & INTEGRATED MARKET. 101152 4 9026999 9026999 PARTICIPANT FEES 611600 795118 795118 795118 671219 671219 10493336 795118 0 671219 653764 185284 141775 326705 5183766 3615508 381604 1186654 56463 45700 3384 7379 255742 122537 39481 93724 430709 302998 31649 96062 107057 85974 8188 12895 148632 148632 245126 196853 18749 29524 309147 45288 148519 115340 377282 114801 216956 45525 125622 73156 20377 32089 586460 471856 114604 8141 8141 37447 37447 PROGRAM EXPENSES 594266 594266 BISHOP'S PROGRAM 361024 226427 134597 STAFF TRAINING 330664 256702 73962 COMMUNICATION/STEWARDSH 233335 71980 14814 146541 474402 298872 175530 10519049 6708202 1320576 2490271 138823 178434 13959342 12740133 7574493 8857145 306737 234032 140628 525042 35595 22716 21020 12879 478369 364709 22619412 22912374 458916 742123 51696 198443 546565 435286 1057177 1375852 X 5221735 3912659 16340500 17623863 21562235 21536522 22619412 22912374 -25713 0 X 0 1 X 1 0 X 9587969 8479142 7183739 7975856 9026999 42253705 9587969 8479142 7183739 7975856 9026999 42253705 11461982 30791723 70192 2869 28698 439710 671219 1212688 419577 419577 43885970 5701071 0.70160 0.64510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 100000 100000 0.00000 1.00000 0.00000 0 0 35595 22716 12879 12879 REFUNDABLE ADVANCES 75000 LEASE LIABILITY 360286 435286 X 10493336 0 10493336 0 10493336 10519049 0 10519049 0 10519049 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUNDS IS TO BE USED FIRST TO FUND VISION SUMMIT DONOR WEEKENDS, AND SECOND TOWARD THE BENEFIT OF CLI'S MINISTRY TO BENEFIT THE CATHOLIC CHURCH. PART X, LINE 2: THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE INSTITUTE FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD HAS NO IMPACT 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 INTERNAL REVENUE SERVICE IN THE EVENT THAT THE INSTITUTE'S TAX-EXEMPT STATUS IS CHALLENGED. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES IMPLEMENTING DIOSESAN PASTORAL PRIORITIES 1220 NORTH AMERICA 0 0 PROGRAM SERVICES PASTOR TRAINING 22477 0 0 0 0 0 0 23697 0 23697 0 0 0 0 0 0 X X X X X 1 WESTFALL GROUP INC PO BOX 81712 ATLANTA GA 30366 FUNDRAISING CONSULTANT 0 0 201952 0 201952 AK AL AR CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA SC TN UT VA WA WI WV SCHEDULE G, PART I, LINE 2B, COLUMN (V) DONOR FUNDRAISING AGENCY X X X X X X 0 0 0 0 0 0 0 0 0 DANIEL CELLUCCI CEO 345763 0 0 0 0 0 9900 0 12757 0 368420 0 0 0 CHAD PEDDICORD VP OF PHILANTHROPY 250380 0 0 0 0 0 7841 0 10290 0 268511 0 0 0 MICHAEL SCHOOL EXECUTIVE VICE PRESIDENT 206447 0 0 0 0 0 6212 0 1599 0 214258 0 0 0 LUCILLE SMITH LEADERSHIP CONSULTANT 174051 0 0 0 0 0 5322 0 11789 0 191162 0 0 0 SAMUEL MAZZARELLI VP INNOVATION & DEVELOPMENT 173985 0 0 0 0 0 5562 0 7082 0 186629 0 0 0 TIMOTHY C FLANAGAN FOUNDER AND BOARD MEMBER 173125 0 0 0 0 0 5205 0 385 0 178715 0 0 0 REBECCA BOUDWIN ASSOCIATE VP OF PHILANTHROPY 168236 0 0 0 0 0 0 0 910 0 169146 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, THE CEO, AND THE CHAIRS OF EACH COMMITTEE AND OTHERS AS NOMINATED BY THE NOMINATING AND GOVERNANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. THE EXECUTIVE COMMITTEE SHALL EXERCISE THE FULL AUTHORITY OF THE BOARD OF DIRECTORS AS NEEDED WHEN THE FULL BOARD DOES NOT MEET WITH THE EXCEPTION OF CHANGING THE CHARTER OR BYLAWS, ELECTING DIRECTORS AND OFFICERS, AND APPROVING THE ANNUAL BUDGET. FORM 990, PART VI, SECTION A, LINE 2 BERNARDA NEAL, BOARD MEMBER, AND ROBERT NEAL, BOARD MEMBER, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE AUDIT AND FINANCE COMMITTEE. THE BOARD OF DIRECTORS DELEGATED AUTHORITY TO APPROVE THE FORM 990 TO THE AUDIT AND FINANCE COMMITTEE. THE BOARD IS INFORMED OF THE APPROVED FORM 990. EACH BOARD MEMBER IS GIVEN A COMPLETE ELECTRONIC COPY PRIOR TO THE RETURN BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS COMPLETED ANNUALLY BY ALL BOARD MEMBERS AND ALL STAFF. NEW EMPLOYEES ALSO COMPLETE THE CONFLICT OF INTEREST STATEMENT AS PART OF THE NEW HIRE PROCESS. THE ANNUAL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED, SUMMARIZED, AND DISCUSSED WITH THE NOMINATING AND GOVERNANCE COMMITTEE. A SUMMARY IS PROVIDED TO THE BOARD OF DIRECTORS AT THE SUBSEQUENT BOARD MEETING. ALL FORMS ARE KEPT ON FILE AND AVAILABLE FOR REVIEW. SHOULD ANY CONFLICTS ARISE (WHICH THEY HAVE NOT) IT WOULD BE HANDLED BY THE CHAIRMAN OF THE BOARD AND MONITORED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION - THE CEO IS REVIEWED BY THE BOARD CHAIR WITH INPUT FROM THE COMPENSATION COMMITTEE CHAIR AND OTHER BOARD MEMBERS. THE COMPENSATION IS ASSESSED AFTER A REVIEW OF EXTERNAL SOURCES. THE COMPENSATION COMMITTEE RECOMMENDS TO THE BOARD THE CEO'S MERIT INCREASE AND BONUS. THE BOARD OF DIRECTORS DISCUSS THE CEO'S REVIEW AND VOTE ON THE RECOMMENDED TOTAL COMPENSATION. THE DELIBERATIONS AND FINAL DECISONS WERE TIMELY DOCUMENTED IN THE COMMITTEE AND BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15B: OTHER OFFICERS/KEY EMPLOYEES - THE FOUNDER'S COMPENSATION, IN THE ROLE OF MAJOR GIFT OFFICER, IS DETERMINED WITH A SIMILAR PROCESS. THE REVIEW IS CONDUCTED BY THE BOARD CHAIR WITH INPUT FROM THE CEO AND OTHER BOARD MEMBERS. THE COMPENSATION COMMITTEE ADVISES ON THE FOUNDER'S MERIT INCREASE AND IF APPROPRIATE BONUS. COMPENSATION OF OTHER OFFICERS AND/OR KEY EMPLOYEES IS DETERMINED BY THE CEO, AND AT THE CEO'S DISCRETION, DISCUSSED WITH THE COMPENSATION COMMITTEE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.