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Nonprofiteer
← CATHOLIC LEADERSHIP INSTITUTE

Form 990 for tax year 2024

Filed by CATHOLIC LEADERSHIP INSTITUTE.

Totals

Total revenue
$17,460,567
Total expenses
$12,000,572
Contributions and grants received
$16,423,032
Grants paid
$0
Program service revenue
$912,836
Investment income
$663,910
Other revenue
-$539,211
Total assets, end of year
$28,915,633
Total liabilities, end of year
$1,906,503
Net assets or fund balances, end of year
$27,009,130
Program services expenses (Part IX)
$8,148,409
Management and general expenses
$1,158,630
Fundraising expenses
$2,693,533
Program service expenses (Part III)
$8,148,409

Program services were 67.9% 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

    $1,890,000

  • 1f · All other contributions, gifts and grants

    $14,533,032

  • 1g · Noncash contributions included above

    $4,044,430

  • 2a · Program service revenue: PARTICIPANT FEES

    total $912,836 · related or exempt $912,836

  • 3 · Investment income

    total $590,800 · excluded $590,800

  • 7a · Gross sales of assets other than inventory

    securities $4,122,210

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

    securities $4,049,100

  • 7c · Gain or loss

    securities $73,110

  • 7d · Net gain or loss

    total $73,110 · excluded $73,110

  • 8a · Fundraising events: gross income

    $0

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

    $1,890,000

  • 8b · Fundraising events: direct expenses

    $539,211

  • 8c · Net income from fundraising events

    total -$539,211 · excluded -$539,211

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $849,188 · program services $223,756 · management and general $256,916 · fundraising $368,516

  • 7 · Other salaries and wages

    total $5,075,941 · program services $3,687,423 · management and general $432,525 · fundraising $955,993

  • 8 · Pension plan contributions

    total $32,164 · program services $18,952 · management and general $4,007 · fundraising $9,205

  • 9 · Other employee benefits

    total $269,240 · program services $147,618 · management and general $55,319 · fundraising $66,303

  • 10 · Payroll taxes

    total $440,252 · program services $290,077 · management and general $53,641 · fundraising $96,534

  • 11c · Fees: accounting

    total $181,238 · program services $145,547 · management and general $13,862 · fundraising $21,829

  • 11e · Fees: professional fundraising services

    total $321,460 · fundraising $321,460

  • 11g · Fees: other

    total $132,613 · program services $57,355 · management and general $5,462 · fundraising $69,796

  • 13 · Office expenses

    total $286,328 · program services $97,211 · management and general $47,066 · fundraising $142,051

  • 14 · Information technology

    total $653,628 · program services $568,468 · management and general $41,112 · fundraising $44,048

  • 16 · Occupancy

    total $134,752 · program services $78,473 · management and general $21,858 · fundraising $34,421

  • 17 · Travel

    total $1,913,265 · program services $1,313,135 · management and general $53,497 · fundraising $546,633

  • 22 · Depreciation, depletion and amortization

    total $6,363 · management and general $6,363

  • 23 · Insurance

    total $38,618 · management and general $31,256 · fundraising $7,362

  • 24a · Other expenses: PROGRAM CONTRACTOR

    total $1,296,863 · program services $1,296,863

  • 24b · Other expenses: PROGRAM MATERIALS

    total $184,686 · program services $184,686

  • 24c · Other expenses: BAD DEBT RESERVE

    total $102,000 · management and general $102,000

  • 24d · Other expenses: COMMUNICATION/STEWARDSH

    total $47,941 · program services $27,500 · management and general $13,059 · fundraising $7,382

  • 24e · All other expenses

    total $34,032 · program services $11,345 · management and general $20,687 · fundraising $2,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $178,434 · end of year $540,961

  • 2 · Savings and temporary cash investments

    beginning of year $12,740,133 · end of year $14,092,303

  • 3 · Pledges and grants receivable

    beginning of year $8,857,145 · end of year $13,621,896

  • 4 · Accounts receivable

    beginning of year $234,032 · end of year $71,373

  • 9 · Prepaid expenses and deferred charges

    beginning of year $525,042 · end of year $333,522

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

    $35,595

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

    $29,079

  • 10c · Land, buildings and equipment, net

    beginning of year $12,879 · end of year $6,516

  • 15 · Other assets

    beginning of year $364,709 · end of year $249,062

  • 17 · Accounts payable and accrued expenses

    beginning of year $742,123 · end of year $799,387

  • 19 · Deferred revenue

    beginning of year $198,443 · end of year $862,477

  • 25 · Other liabilities

    beginning of year $435,286 · end of year $244,639

  • 27 · Net assets without donor restrictions

    beginning of year $3,912,659 · end of year $5,403,027

  • 28 · Net assets with donor restrictions

    beginning of year $17,623,863 · end of year $21,606,103

Mission and programs · 2024

Mission

CATHOLIC LEADERSHIP INSTITUTE 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 (SEE WEBSITE FOR MORE), 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.

  • CONSULTING: CONSULTING SERVICES ARE UNIQUE AND VARIED FROM A MUTUALLY SHARED VISION SERVING BISHOPS, PRIESTS AND PARISHES IN FURTHERANCE OF THE MISSION STATED ABOVE.SINCE ITS FOUNDING IN 1991, CATHOLIC LEADERSHIP INSTITUTE HAS SERVED OVER 150 DIOCESES, 300 BISHOPS, 3,000 PRIESTS, 4000 PARISHES AND 40,000 LAY LEADERS PROVIDING THE CONSULTING AND TRAINING SERVICES OUTLINED HERE ON THIS PAGE.

    Expenses $4,617,928 · Revenue $781,703

  • NEXT GENERATION PARISH: THIS MULTI-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 $2,723,658

  • CUSTOM TRAINING: CUSTOMIZED TRAINING SOLUTIONS ARE PROVIDED 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 OCTOBER 31, 2025, 919,938 PARISHIONER RESPONSES HAVE BEEN RECORDED IN THE DISCIPLE MAKER INDEX SURVEY.

    Expenses $497,633 · Revenue $128,433

  • THIS INCLUDES CONVOCATIONS AND SUPPORT FOR CONNECTING PRIESTS TO GREATER RESOURCES.

    Expenses $309,190 · Revenue $2,700

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Daniel Cellucci

    PRES. & CEO(FRM 5/25);CEO(TO 4/25)

    Total calculated
    $419,555
    From this org
    $395,679
    From related orgs
    $0
    Other
    $23,876
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $395,679
    Bonus
    $0
    Other
    $0
    Deferred
    $10,350
    Nontaxable benefits
    $13,526
    Filer's total
    $419,555

  • Chad Peddicord

    VP OF MISSION ADVANCEMENT

    Total calculated
    $278,726
    From this org
    $259,453
    From related orgs
    $0
    Other
    $19,273
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,453
    Bonus
    $0
    Other
    $0
    Deferred
    $8,155
    Nontaxable benefits
    $11,118
    Filer's total
    $278,726

  • Michael School

    COO (FRM 1/25);EXEC. VP (TO 12/24)

    Total calculated
    $223,321
    From this org
    $215,147
    From related orgs
    $0
    Other
    $8,174
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,147
    Bonus
    $0
    Other
    $0
    Deferred
    $6,475
    Nontaxable benefits
    $1,699
    Filer's total
    $223,321

  • Samuel Mazzarelli

    VP INNOVATION & DEV.(TO 1/25)

    Total calculated
    $198,351
    From this org
    $184,267
    From related orgs
    $0
    Other
    $14,084
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,267
    Bonus
    $0
    Other
    $0
    Deferred
    $5,769
    Nontaxable benefits
    $8,315
    Filer's total
    $198,351

  • Timothy C Flanagan

    FOUNDER AND BOARD MEMBER

    Total calculated
    $185,376
    From this org
    $179,454
    From related orgs
    $0
    Other
    $5,922
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $179,454
    Bonus
    $0
    Other
    $0
    Deferred
    $5,395
    Nontaxable benefits
    $527
    Filer's total
    $185,376

  • Rebecca Reilley

    ASSOCIATE VP OF MISSION ADVANCEMENT

    Total calculated
    $176,092
    From this org
    $175,188
    From related orgs
    $0
    Other
    $904
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,188
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $904
    Filer's total
    $176,092

  • Ximena Debroeck

    LEADERSHIP CONSULTANT

    Total calculated
    $169,263
    From this org
    $169,108
    From related orgs
    $0
    Other
    $155
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,108
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $155
    Filer's total
    $169,263

  • Jay Austin

    VP FIN (TO 11/24)

    Total calculated
    $126,000
    From this org
    $110,745
    From related orgs
    $0
    Other
    $15,255
    Hours/week
    40

  • Ana Thompson

    CFO (FRM 01/25)

    Total calculated
    $0
    Hours/week
    40

  • Richard Clark

    CHAIR. (TO 5/25)

    Total calculated
    $0
    Hours/week
    0.5

  • Drew Peloubet

    CHAIR.(FRM 5/25);V.CHAIR (TO 4/25)

    Total calculated
    $0
    Hours/week
    0.5

  • Martha Ortiz

    BOD(FRM 02/25);V.CHAIR.(FRM 5/25);TREAS.

    Total calculated
    $0
    Hours/week
    0.5

  • Emily Scarola

    SECRETARY

    Total calculated
    $87,545
    From this org
    $79,909
    From related orgs
    $0
    Other
    $7,636
    Hours/week
    40

  • John Corcoran

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • James D Delaney

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Ward Fitzgerald

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Pamela Giganti-Bunge

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Lawrence L Grypp

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Kathryn Tindal Martinez

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Lori Mirek

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • William Orosz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Tim Ristoff

    BOARD MEMBER (FRM 5/25)

    Total calculated
    $0
    Hours/week
    0.5

  • Joe Rose

    BOARD MEMBER (FRM 5/25)

    Total calculated
    $0
    Hours/week
    0.5

  • Arnold C Schneider

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Randall Snapp

    BOARD MEMBER (FRM 5/25)

    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

  • Mike Vlasic

    BOARD MEMBER (FRM 5/25)

    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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 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

The filer's explanations (Part III)

PART I, LINE 4A
IN ACCORDANCE WITH THE AGREEMENT SIGNED WITH JAY AUSTIN, VP FINANCE (UNTIL 11/24), A SEVERANCE PAYMENT OF $25,615 WAS MADE TO HIM UPON TERMINATION OF THE EMPLOYMENT. THIS AMOUNT IS A ONE-TIME PAYMENT INTENDED TO SUPPORT THE TRANSITION FOLLOWING THE EMPLOYEE'S DEPARTURE. THE SEVERANCE WAS NOT CONTINGENT ON PERFORMANCE OR REVENUE METRICS AND WAS CALCULATED BASED ON TENURE AND CONTRACTUAL TERMS. NO ADDITIONAL DEFERRED COMPENSATION OR NONQUALIFIED RETIREMENT PLAN BENEFITS WERE ASSOCIATED WITH THIS PAYMENT.

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
2024
Filed
10 December 2025
IRS schema version
2024v5.2
Source object
202523449349300642

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