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Nonprofit · EIN 26-0879378

THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC

Tax-exempt · ORLANDO, FL 32802

Financials

$4.4M$3.7M2022$5.7M$3.8M2023$8.4M$4.1M2024
Revenue Expenses · by fiscal year end
Financials of THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$8,384,434$4,147,140$4,237,294$140,473,417$102,484,264$37,989,153
June 30, 2024990$5,705,523$3,839,726$1,865,797$118,152,586$87,023,799$31,128,787
June 30, 2023990$4,383,437$3,679,824$703,613$98,507,369$72,432,007$26,075,362
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$4,168,752
Program service revenue
$2,898,132
Investment income
$1,317,550
Net gain from sales of assets
$653,452
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,334,993
Compensation of officers, directors and key employees
$682,767
Other salaries and wages
$756,497
Salaries, compensation and benefits (total)
$1,664,317
Professional fundraising fees
$0
Legal fees
$9,192
Accounting fees
$39,990
Occupancy
$134,428
Travel
$34,212
Depreciation
$16,736
Program services (functional)
$3,648,552
Management and general (functional)
$498,588

Balance sheet and other

Total assets, start of year
$118,152,586
Total assets, end of year
$140,473,417
Total liabilities, end of year
$102,484,264
Net assets, end of year
$37,989,153
Land, buildings and equipment
$21,671
Publicly traded securities
$77,199,120
Net assets without donor restrictions
$4,230,501
Net assets with donor restrictions
$33,758,652
Gross receipts
$34,580,561
Employees
23
Volunteers
22
Year formed
2007
State of legal domicile
FL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Kimberlee RileyPresident & CEO (end 9/24)
Officer
40$142,328$0$32,593
Madelyn WeedPresident & CEO
Officer
40$119,317$0$19,261
Marta SweeneyV.P. Community Services
Officer
40$116,035$0$17,437
Nia HeraldVP, Chief Financial Office
Officer
40$96,187$0$17,050
Bryce HowardDir. of Data Management (began 5/24)
Officer
40$96,317$0$16,550
Susan HuntController
Officer
40$73,902$0$15,217
Fr Scott CirceDirector - See Sch O
Trustee or director
1$0$1$1
Fr Ralph DuWellDirector - See Sch O
Trustee or director
1$0$1$1
Fr Timothy LaBoDirector - See Sch O
Trustee or director
1$0$1$1
Fr Matthew MelloDirector - See Sch O
Trustee or director
1$0$1$1
Fr Ivan OlmoDirector - See Sch O
Trustee or director
1$0$1$1
Fr Richard TroutDirector - See Sch O
Trustee or director
1$0$1$1
Erika WikstromDirector (end 10/24) - See Sch O
Trustee or director
1$0$1$1
Tom ChandlerChair/Director (end 9/24)
Trustee or director, Officer
2.5$0$0$0
Karen MonteleoneChair/Director
Trustee or director, Officer
2.5$0$0$0
12 more people on this return
NameTitleHours / weekCompensation
Dr Robert KrygerVice-Chair/Director/Treasurer
Trustee or director, Officer
1.5$0
Sr Maria Teresa AcostaDirector (end 10/24)
Trustee or director
1$0
Jessica Cepero BraceroDirector
Trustee or director
1$0
Garrett BurkeDirector
Trustee or director
1$0
Elisha GonzalezDirector
Trustee or director
1$0
Wendy MaraDirector
Trustee or director
1$0
Andrew OroszDirector
Trustee or director
1$0
Matthew PinedaDirector
Trustee or director
1$0
David R RamosDirector
Trustee or director
1$0
Randall ScottDirector
Trustee or director
1$0
Lori TollandDirector
Trustee or director
1$0
Rachel YoungsDirector
Trustee or director
1$0
990 for the year ended June 30, 2024: 27 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Kimberlee RileyPresident & CEO
Officer
40$144,486$0$23,031
Madelyn WeedV.P. Donor Services
Officer
40$104,144$0$30,327
Marta SweeneyV.P. Community Services
Officer
40$103,348$0$16,583
Nia HeraldVP, Chief Financial Officer
Officer
40$91,210$0$15,503
Susan HuntController
Officer
40$69,837$0$14,492
Fr Scott CirceDir. (B. 10/23)-See Sch O for Note 1
Trustee or director
1$0$1$1
Fr Ralph DuWellDir. (B. 10/23)-See Sch O for Note 1
Trustee or director
1$0$1$1
Fr Timothy LaBoDir. (B. 10/23)-See Sch O for Note 1
Trustee or director
1$0$1$1
Fr Matthew MelloDir. (B. 10/23)-See Sch O for Note 1
Trustee or director
1$0$1$1
Fr Ivan OlmoDirector - See Sch O for Note 1
Trustee or director
1$0$1$1
Fr Richard TroutDirector - See Sch O for Note 1
Trustee or director
1$0$1$1
Erika WikstromDirector - See Sch O for Note 1
Trustee or director
1$0$1$1
Tom ChandlerChair/Director
Trustee or director, Officer
2.5$0$0$0
Karen MonteleoneVice-Chair/Director
Trustee or director, Officer
1$0$0$0
Dr Robert KrygerDirector/Treasurer
Trustee or director, Officer
1$0$0$0
Sr Maria Teresa AcostaDirector
Trustee or director
1$0$0$0
Jessica Cepero BraceroDirector
Trustee or director
1$0$0$0
Garrett BurkeDirector
Trustee or director
1$0$0$0
Elisha GonzalezDirector
Trustee or director
1$0$0$0
Wendy MaraDirector
Trustee or director
1$0$0$0
Andrew OroszDirector
Trustee or director
1$0$0$0
Matthew PinedaDirector (Began 10/23)
Trustee or director
1$0$0$0
David R RamosDirector
Trustee or director
1$0$0$0
Randall ScottDirector
Trustee or director
1$0$0$0
Lori TollandDirector
Trustee or director
1$0$0$0
Rachel YoungsDirector (Began 10/23)
Trustee or director
1$0$0$0
Kevin BowlerVice-Chair/Director (ended 11/23)
Trustee or director, Officer
1$0$0$0
990 for the year ended June 30, 2023: 25 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Kimberlee RileyPresident
Officer
40$143,889$0$11,867
Madelyn WeedV.P. Donor Services
Officer
40$98,293$0$29,477
Marta SweeneyV.P. Community Services
Officer
40$96,897$0$15,818
Gabriel PedreroV.P./CFO (ended 11/22)
Officer
40$77,260$0$24,309
Susan HuntController
Officer
40$77,869$0$14,924
Nia HeraldV.P. and CFO (began 12/22)
Officer
40$3,462$0$277
Erika WikstromDirector - See Sch O for Note 1
Trustee or director
1$0$1$1
Fr Ivan OlmoDirector - See Sch O for Note 1
Trustee or director
1$0$1$1
Fr John GielDir. (e. 2/23)-See Sch O for Note 1
Trustee or director
1$0$1$1
Fr Richard TroutDirector - See Sch O for Note 1
Trustee or director
1$0$1$1
John KanciliaTreasurer/Director (ended 10/22)
Trustee or director, Officer
1.5$0$0$0
Kevin BowlerVice-Chair/Director
Trustee or director, Officer
1$0$0$0
Randall ScottTreasurer/Director
Trustee or director, Officer
1$0$0$0
Tom ChandlerChair/Director
Trustee or director, Officer
2.5$0$0$0
Andrew OroszDirector (began 2/23)
Trustee or director
1$0$0$0
David R RamosDirector
Trustee or director
1$0$0$0
Elisha GonzalezDirector
Trustee or director
1$0$0$0
Garrett BurkeDirector (began 2/23)
Trustee or director
1$0$0$0
Jessica Cepero BraceroDirector
Trustee or director
1$0$0$0
Karen MonteleoneDirector
Trustee or director
1$0$0$0
Lori TollandDirector
Trustee or director
1$0$0$0
Sr Maria Teresa AcostaDirector
Trustee or director
1$0$0$0
Orlando EvoraDirector (ended 10/22)
Trustee or director
1$0$0$0
Dr Robert KrygerDirector
Trustee or director
1$0$0$0
Wendy MaraDirector (began 2/23)
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
PO BOX 1800, ORLANDO, FL 32802-1800
In care of
% ROBERT SHRADER
Principal officer (990 for 2024)
Madelyn Weed, 50 East Robinson Street, Orlando, FL 32801
Signed the 990
Madelyn Weed, President & CEO
Phone
(407) 246-4889
Return prepared by
Batts Morrison Wales and Lee PA

Mission

Encourage selfless stewardship, safeguard and promote accountability of the gifts entrusted to our care, and engage donors in support of the spiritual, educational and social needs of the community.

990 for the year ended June 30, 2025

Program accomplishments

  • Community Services: The Foundation provides management and consulting services for diocesan parishes, schools and entities to improve financial wellness. The Foundation's offertory enhancement initiative supports parishes with securing necessary resources through a spiritually-based program focused on stewardship and discipleship. The Foundation provides feasibility studies and capital campaigns at the local and diocesan levels to address large-scale projects. The Foundation's expert staff support clergy and lay leadership in determining capacity, defining case for support and engaging the faithful in meeting critical facility and ministry needs. The Foundation manages the annual diocesan campaign and supports each parish with this appeal which funds diocesan-wide ministries. The Foundation provides advancement consulting and training services to clergy and lay leadership on evidence-based practices for mission and operational effectiveness of governance, communications, fundraising, ethics and donor relations.
    Expenses $1,435,304 · revenue $1,831,030
  • Grantmaking and Managing Charitable Funds: Endowed funds provide a permanent source of recurring revenue that supports the work of Catholic compliant organizations into perpetuity. Reserve and donor advised funds provide sources of revenue for current and intermediate needs for addressing needs and improving the quality of life in the community. The Foundation provides a professionally managed best-of-class investment program which is fully compliant with US Conference of Catholic Bishops social value screening guidelines along with maximized returns and competitive fees. Annual endowment distributions along with reserve fund distributions are guided by donor intent. The Foundation's funds provide donors the opportunity to achieve their philanthropic goals to benefit and meet the needs of the community including tuition assistance, services for vulnerable populations, ministry growth, retired priests, seminarians and more. The Foundation's endowment fund also provides grants to address community needs and professional development.
    Expenses $1,541,364 · grants $1,334,993 · revenue $561,002
  • Donor Services: The Foundation supports individuals and families with achieving their philanthropic goals of impacting lives through their charitable giving in the diocese and broader community. The professional staff provides educational and advisory services to both clergy and lay leadership as well as donors on stewardship, gift planning, charitable giving vehicles and legacy planning, and collective and engaged philanthropy. The Foundation provides grants to support community capacity building and inspire philanthropy supporting Catholic and Catholic-compliant Foundations addressing the most pressing needs and social issues in Central Florida. The Foundation provides services for processing complex gifts and resources for planned and legacy giving, donor advised fund giving, individual and family philanthropy.
    Expenses $671,884 · revenue $506,100

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
26-0879378
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2009
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$140,473,417
Income (IRS master file)
$34,580,561

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$8,384,434$4,147,140$140,473,417IRS
990June 2024$5,705,523$3,839,726$118,152,586XML
990June 2023$4,383,437$3,679,824$98,507,369XML
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-0879378).

Questions about THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC

What is the EIN of THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC?
The employer identification number (EIN) of THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC is 26-0879378.
Is THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC?
The 990 for the year ended June 30, 2025 names Madelyn Weed.
Who are the officers and directors of THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC?
The 990 for the year ended June 30, 2025 lists 27 people; 6 received compensation from the organization, the highest $142,328 (Kimberlee Riley, President & CEO (end 9/24)).
How much revenue does THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $8,384,434, expenses of $4,147,140 and total assets of $140,473,417 at year end.

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