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Nonprofiteer
← CATHOLIC LEADERSHIP INSTITUTE

Form 990 for tax year 2022

Filed by CATHOLIC LEADERSHIP INSTITUTE.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 15 February 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$9,166,067
Total expenses
$8,256,213
Contributions and grants received
$7,975,856
Grants paid
$0
Program service revenue
$1,456,348
Investment income
$440,322
Other revenue
-$706,459
Total assets, end of year
$22,619,412
Total liabilities, end of year
$1,057,177
Net assets or fund balances, end of year
$21,562,235
Program services expenses (Part IX)
$5,287,811
Management and general expenses
$1,048,920
Fundraising expenses
$1,919,482
Program service expenses (Part III)
$5,287,811

Program services were 64.0% 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.

  • 1c · Fundraising events

    $1,334,167

  • 1f · All other contributions, gifts and grants

    $6,641,689

  • 2a · Program service revenue: PARTICIPANT FEES

    total $1,456,348 · related or exempt $1,456,348

  • 3 · Investment income

    total $439,710 · excluded $439,710

  • 7a · Gross sales of assets other than inventory

    securities $25,612

  • 7b · Less cost or other basis and sales expenses

    securities $25,000

  • 7c · Gain or loss

    securities $612

  • 7d · Net gain or loss

    total $612 · excluded $612

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $1,334,167

  • 8b · Fundraising events: direct expenses

    $706,459

  • 8c · Net income from fundraising events

    total -$706,459 · excluded -$706,459

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $785,760 · program services $200,040 · management and general $254,640 · fundraising $331,080

  • 7 · Other salaries and wages

    total $4,039,332 · program services $2,921,020 · management and general $335,982 · fundraising $782,330

  • 8 · Pension plan contributions

    total $46,812 · program services $35,437 · management and general $4,244 · fundraising $7,131

  • 9 · Other employee benefits

    total $207,170 · program services $123,332 · management and general $36,241 · fundraising $47,597

  • 10 · Payroll taxes

    total $350,466 · program services $237,808 · management and general $41,588 · fundraising $71,070

  • 11b · Fees: legal

    total $16,298 · program services $8,636 · management and general $4,168 · fundraising $3,494

  • 11c · Fees: accounting

    total $25,015 · program services $13,255 · management and general $6,397 · fundraising $5,363

  • 11e · Fees: professional fundraising services

    total $145,540 · fundraising $145,540

  • 11g · Fees: other

    total $221,486 · program services $189,155 · management and general $9,535 · fundraising $22,796

  • 13 · Office expenses

    total $237,276 · program services $61,793 · management and general $157,847 · fundraising $17,636

  • 14 · Information technology

    total $259,480 · program services $149,355 · management and general $75,282 · fundraising $34,843

  • 16 · Occupancy

    total $79,666 · program services $46,393 · management and general $12,923 · fundraising $20,350

  • 17 · Travel

    total $518,784 · program services $464,921 · fundraising $53,863

  • 22 · Depreciation, depletion and amortization

    total $8,142 · management and general $8,142

  • 23 · Insurance

    total $36,724 · management and general $36,724

  • 24a · Other expenses: COMMUNICATION/STEWARDSH

    total $462,225 · program services $345,360 · management and general $14,063 · fundraising $102,802

  • 24b · Other expenses: BISHOP'S PROGRAM

    total $315,386 · program services $110,598 · management and general $8,934 · fundraising $195,854

  • 24c · Other expenses: PROGRAM MATERIALS

    total $149,408 · program services $149,408

  • 24d · Other expenses: PROGRAM DEVELOPMENT/QUA

    total $116,971 · program services $116,971

  • 24e · All other expenses

    total $234,272 · program services $114,329 · management and general $42,210 · fundraising $77,733

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $739,143 · end of year $138,823

  • 2 · Savings and temporary cash investments

    beginning of year $13,608,193 · end of year $13,959,342

  • 3 · Pledges and grants receivable

    beginning of year $7,610,108 · end of year $7,574,493

  • 4 · Accounts receivable

    beginning of year $134,591 · end of year $306,737

  • 9 · Prepaid expenses and deferred charges

    beginning of year $215,952 · end of year $140,628

  • 10a · Land, buildings and equipment: cost or other basis

    $35,595

  • 10b · Land, buildings and equipment: accumulated depreciation

    $14,575

  • 10c · Land, buildings and equipment, net

    beginning of year $29,162 · end of year $21,020

  • 15 · Other assets

    beginning of year $0 · end of year $478,369

  • 17 · Accounts payable and accrued expenses

    beginning of year $429,181 · end of year $458,916

  • 19 · Deferred revenue

    beginning of year $180,587 · end of year $51,696

  • 25 · Other liabilities

    beginning of year $1,075,000 · end of year $546,565

  • 27 · Net assets without donor restrictions

    beginning of year $5,519,586 · end of year $5,221,735

  • 28 · Net assets with donor restrictions

    beginning of year $15,132,795 · end of year $16,340,500

Mission and programs · 2022

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 $2,521,650 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 $2,978,315 · Revenue $137,234

  • CONSULTING: ADDITIONAL $1,110,000 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, 3,650 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 $1,582,975 · Revenue $1,083,136

  • CUSTOM TRAINING: ADDITIONAL $600,000 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 31, 2023, 641,976 PARISHIONER RESPONSES HAVE BEEN RECORDED IN THE DMI SURVEY.

    Expenses $306,461 · Revenue $147,164

  • 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 31, 2023, 3,925 PRIESTS AND SEMINARIANS HAVE PARTICIPATED.

    Expenses $420,060 · Revenue $88,814

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DANIEL CELLUCCI

    CEO

    Total calculated
    $390,832
    From this org
    $368,446
    From related orgs
    $0
    Other
    $22,386
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,746
    Bonus
    $113,700
    Other
    $0
    Deferred
    $8,855
    Nontaxable benefits
    $13,531
    Filer's total
    $390,832

  • TIMOTHY C FLANAGAN

    FOUNDER AND BOARD MEMBER

    Total calculated
    $171,318
    From this org
    $165,946
    From related orgs
    $0
    Other
    $5,372
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $165,946
    Bonus
    $0
    Other
    $0
    Deferred
    $4,990
    Nontaxable benefits
    $382
    Filer's total
    $171,318

  • WILLIAM OROSZ

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5

  • MARTHA ORTIZ

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • BERNARDA NEAL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • BRIAN O'TOOLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ROBERT NEAL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • LAWRENCE L GRYPP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DICK CLARK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES D DELANEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • STEVE CAMERON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DOUGLAS STEPHEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ANDREW TALLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • GLORIA KALMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • DREW PELOUBET

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN CORCORAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • LORI MIREK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • ARNIE SCHNEIDER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • WARD FITZGERALD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • JOSEPH ROBINSON

    TREASURER, VP FIN & OPS

    Total calculated
    $69,800
    From this org
    $69,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • CHAD PEDDICORD

    VP OF PHILANTHROPY

    Total calculated
    $257,202
    From this org
    $236,518
    From related orgs
    $0
    Other
    $20,684
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,518
    Bonus
    $0
    Other
    $0
    Deferred
    $7,494
    Nontaxable benefits
    $13,190
    Filer's total
    $257,202

  • MICHAEL SCHOOL

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $194,816
    From this org
    $188,810
    From related orgs
    $0
    Other
    $6,006
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,810
    Bonus
    $0
    Other
    $0
    Deferred
    $5,674
    Nontaxable benefits
    $332
    Filer's total
    $194,816

  • LUCILLE SMITH

    VICE PRESIDENT

    Total calculated
    $168,092
    From this org
    $159,252
    From related orgs
    $0
    Other
    $8,840
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,252
    Bonus
    $0
    Other
    $0
    Deferred
    $4,896
    Nontaxable benefits
    $3,944
    Filer's total
    $168,092

  • REBECCA BOUDWIN

    ASSOCIATE VP OF PHILANTHROPY

    Total calculated
    $154,409
    From this org
    $154,409
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,409
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $154,409

  • SAM MAZZARELLI

    VP INNOVATION & DEVELOPMENT

    Total calculated
    $190,226
    From this org
    $172,306
    From related orgs
    $0
    Other
    $17,920
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,306
    Bonus
    $0
    Other
    $0
    Deferred
    $5,182
    Nontaxable benefits
    $12,738
    Filer's total
    $190,226

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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE BOARD OF DIRECTORS ADJUSTED THE OVERALL COMPENSATION STRUCTURE FOR THE CEO AND PROVIDED THE DEFERRED COMPENSATION ACCRUED AS PART OF THE PREVIOUS STRUCTURE IN ONE PAYMENT. THERE IS NO INCENTIVE STRUCTURE GOING FORWARD. THE CHANGES WERE DETERMINED BY THE COMPENSATION COMMITTEE AND APPROVED BY THE ENTIRE BOARD OF DIRECTORS.

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
2022
Filed
25 January 2024
IRS schema version
2022v5.0
Source object
202430299349300943

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