Totals
- Total revenue
- $10,493,336
- Total expenses
- $10,519,049
- Contributions and grants received
- $9,026,999
- Grants paid
- $0
- Program service revenue
- $795,118
- Investment income
- $671,219
- Other revenue
- $0
- Total assets, end of year
- $22,912,374
- Total liabilities, end of year
- $1,375,852
- Net assets or fund balances, end of year
- $21,536,522
- Program services expenses (Part IX)
- $6,708,202
- Management and general expenses
- $1,320,576
- Fundraising expenses
- $2,490,271
- Program service expenses (Part III)
- $6,708,202
Program services were 63.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$9,026,999
-
2a · Program service revenue: PARTICIPANT FEES
total $795,118 · related or exempt $795,118
-
3 · Investment income
total $671,219 · excluded $671,219
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $653,764 · program services $185,284 · management and general $141,775 · fundraising $326,705
-
7 · Other salaries and wages
total $5,183,766 · program services $3,615,508 · management and general $381,604 · fundraising $1,186,654
-
8 · Pension plan contributions
total $56,463 · program services $45,700 · management and general $3,384 · fundraising $7,379
-
9 · Other employee benefits
total $255,742 · program services $122,537 · management and general $39,481 · fundraising $93,724
-
10 · Payroll taxes
total $430,709 · program services $302,998 · management and general $31,649 · fundraising $96,062
-
11c · Fees: accounting
total $107,057 · program services $85,974 · management and general $8,188 · fundraising $12,895
-
11e · Fees: professional fundraising services
total $148,632 · fundraising $148,632
-
11g · Fees: other
total $245,126 · program services $196,853 · management and general $18,749 · fundraising $29,524
-
13 · Office expenses
total $309,147 · program services $45,288 · management and general $148,519 · fundraising $115,340
-
14 · Information technology
total $377,282 · program services $114,801 · management and general $216,956 · fundraising $45,525
-
16 · Occupancy
total $125,622 · program services $73,156 · management and general $20,377 · fundraising $32,089
-
17 · Travel
total $586,460 · program services $471,856 · fundraising $114,604
-
22 · Depreciation, depletion and amortization
total $8,141 · management and general $8,141
-
23 · Insurance
total $37,447 · management and general $37,447
-
24a · Other expenses: PROGRAM EXPENSES
total $594,266 · program services $594,266
-
24b · Other expenses: BISHOP'S PROGRAM
total $361,024 · program services $226,427 · fundraising $134,597
-
24c · Other expenses: STAFF TRAINING
total $330,664 · program services $256,702 · management and general $73,962
-
24d · Other expenses: COMMUNICATION/STEWARDSH
total $233,335 · program services $71,980 · management and general $14,814 · fundraising $146,541
-
24e · All other expenses
total $474,402 · program services $298,872 · management and general $175,530
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $138,823 · end of year $178,434
-
2 · Savings and temporary cash investments
beginning of year $13,959,342 · end of year $12,740,133
-
3 · Pledges and grants receivable
beginning of year $7,574,493 · end of year $8,857,145
-
4 · Accounts receivable
beginning of year $306,737 · end of year $234,032
-
9 · Prepaid expenses and deferred charges
beginning of year $140,628 · end of year $525,042
-
10a · Land, buildings and equipment: cost or other basis
$35,595
-
10b · Land, buildings and equipment: accumulated depreciation
$22,716
-
10c · Land, buildings and equipment, net
beginning of year $21,020 · end of year $12,879
-
15 · Other assets
beginning of year $478,369 · end of year $364,709
-
17 · Accounts payable and accrued expenses
beginning of year $458,916 · end of year $742,123
-
19 · Deferred revenue
beginning of year $51,696 · end of year $198,443
-
25 · Other liabilities
beginning of year $546,565 · end of year $435,286
-
27 · Net assets without donor restrictions
beginning of year $5,221,735 · end of year $3,912,659
-
28 · Net assets with donor restrictions
beginning of year $16,340,500 · end of year $17,623,863
Mission and programs · 2023
Mission
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.
Activities or mission (Part I)
EQUIPPING LEADERS THROUGH FAITHFUL ACCOMPANIMENT- BUILDING THE FUTURE OF OUR CHURCH.
-
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.
Expenses $4,418,239 · Revenue $27,456
-
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.
Expenses $1,845,159 · Revenue $471,719
-
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.
Expenses $414,576 · Revenue $291,124
-
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.
Expenses $30,228 · Revenue $4,819
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Daniel CellucciDANIEL CELLUCCI
CEO
- Total calculated
- $368,420
- From this org
- $345,763
- From related orgs
- $0
- Other
- $22,657
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $345,763
- Bonus
- $0
- Other
- $0
- Deferred
- $9,900
- Nontaxable benefits
- $12,757
- Filer's total
- $368,420
-
Chad PeddicordCHAD PEDDICORD
VP OF PHILANTHROPY
- Total calculated
- $268,511
- From this org
- $250,380
- From related orgs
- $0
- Other
- $18,131
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $250,380
- Bonus
- $0
- Other
- $0
- Deferred
- $7,841
- Nontaxable benefits
- $10,290
- Filer's total
- $268,511
-
Michael SchoolMICHAEL SCHOOL
EXECUTIVE VICE PRESIDENT
- Total calculated
- $214,258
- From this org
- $206,447
- From related orgs
- $0
- Other
- $7,811
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $206,447
- Bonus
- $0
- Other
- $0
- Deferred
- $6,212
- Nontaxable benefits
- $1,599
- Filer's total
- $214,258
-
Lucille SmithLUCILLE SMITH
LEADERSHIP CONSULTANT
- Total calculated
- $191,162
- From this org
- $174,051
- From related orgs
- $0
- Other
- $17,111
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $174,051
- Bonus
- $0
- Other
- $0
- Deferred
- $5,322
- Nontaxable benefits
- $11,789
- Filer's total
- $191,162
-
Samuel MazzarelliSAMUEL MAZZARELLI
VP INNOVATION & DEVELOPMENT
- Total calculated
- $186,629
- From this org
- $173,985
- From related orgs
- $0
- Other
- $12,644
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,985
- Bonus
- $0
- Other
- $0
- Deferred
- $5,562
- Nontaxable benefits
- $7,082
- Filer's total
- $186,629
-
Timothy C FlanaganTIMOTHY C FLANAGAN
FOUNDER AND BOARD MEMBER
- Total calculated
- $178,715
- From this org
- $173,125
- From related orgs
- $0
- Other
- $5,590
- Hours/week
- 30
Schedule J breakdown matched by us
- Base
- $173,125
- Bonus
- $0
- Other
- $0
- Deferred
- $5,205
- Nontaxable benefits
- $385
- Filer's total
- $178,715
-
Rebecca BoudwinREBECCA BOUDWIN
ASSOCIATE VP OF PHILANTHROPY
- Total calculated
- $169,146
- From this org
- $168,236
- From related orgs
- $0
- Other
- $910
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,236
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $910
- Filer's total
- $169,146
-
Joseph RobinsonJOSEPH ROBINSON
TREASURER, VP FIN (TO 10/2023)
- Total calculated
- $132,076
- From this org
- $106,870
- From related orgs
- $0
- Other
- $25,206
- Hours/week
- 40
-
Jay AustinJAY AUSTIN
VP FIN (FROM 04/2024)
- Total calculated
- $0
- Hours/week
- 40
-
Richard ClarkRICHARD CLARK
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.5
-
Martha OrtizMARTHA ORTIZ
TREAS. (FROM 11/23); SEC. (TO 10/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
Emily ScarolaEMILY SCAROLA
SECRETARY (FROM 11/2023)
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve CameronSTEVE CAMERON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
John CorcoranJOHN CORCORAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
James D DelaneyJAMES D DELANEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ward FitzgeraldWARD FITZGERALD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Pamela Giganti-BungePAMELA GIGANTI-BUNGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Lawrence L GryppLAWRENCE L GRYPP
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Kitty MartinezKITTY MARTINEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Lori MirekLORI MIREK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Bernarda NealBERNARDA NEAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert NealROBERT NEAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
William OroszWILLIAM OROSZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Drew PeloubetDREW PELOUBET
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Arnie SchneiderARNIE SCHNEIDER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Douglas StephenDOUGLAS STEPHEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Andrew TalleyANDREW TALLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540289349301029
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