2023-11-07T10:22:45-06:00 2023-06-30 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 990 2022-07-01 611294640 CATHOLIC EDUCATION FOUNDATION INC CATH 5025852747 401 W MAIN STREET 806 LOUISVILLE KY 40202 RICHARD A LECHLEITER PRESIDENT 5025852747 2023-11-06 1 RICHARD LECHLEITER 999009999 0 EMILIE M KNIERIEM CPA P01330194 5029923500 2023-11-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICHARD A LECHLEITER 401 W MAIN STREET 806 LOUISVILLE KY 40202 10362520 0 X WWW.CEFLOU.ORG X 1995 KY TO PROMOTE THE GROWTH AND VITALITY OF CATHOLIC EDUCATION IN THE ARCHDIOCESE OF LOUISVILLE. 26 26 9 26 0 0 7914779 7818495 0 0 909134 425632 -142139 104273 8681774 8348400 4335197 4849053 0 0 1178743 1136634 0 0 1133745 608756 655556 6122696 6641243 2559078 1707157 34954329 40294480 350122 298352 34604207 39996128 X THE CATHOLIC EDUCATION FOUNDATION IS DEDICATED TO THE GROWTH AND VITALITY OF CATHOLIC EDUCATION IN THE ARCHDIOCESE OF LOUISVILLE. THE FOUNDATION ADVANCES ITS MISSION PRIMARILY THROUGH TUITION ASSISTANCE GRANTS TO FAMILIES WHO CANNOT AFFORD THE FULL COST OF TUITION IN CATHOLIC ELEMENTARY SCHOOLS IN CENTRAL KENTUCKY. 0 0 5032094 4849053 GRANTS WERE PROVIDED FOR TUITION ASSISTANCE TO CATHOLIC SCHOOL FAMILIES, TECHNOLOGY ENHANCEMENTS AT PARISHES AND SCHOOLS, PROFESSIONAL DEVELOPMENT OF FACULTY AND STAFF, AND RELIGIOUS EDUCATION PROGRAMS. 5032094 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 18 1 1 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 0 0 KY X THE ORGANIZATION 5025852747 401 W MAIN STREET 806 LOUISVILLE KY 40202 RICHARD A LECHLEITER PRESIDENT 60.00 X 265330 0 30072 JULIE E BAUM VICE PRESIDENT 50.00 X 207751 0 18894 GIL A WENTZEL DIRECTOR OF FINANCE 45.00 X 127600 0 7560 MICHELLE DOHRMAN DIRECTOR OF TUITION ASSISTANCE 45.00 X 101428 0 13285 TODD A KLIMEK CHAIRMAN 2.00 X X 0 0 0 MOST REV SHELTON J FABRE VICE-CHAIRMAN 1.00 X X 0 0 0 JANE C MORREAU TREASURER 1.00 X X 0 0 0 JOSEPH L LANDENWICH SECRETARY 1.00 X X 0 0 0 DAVID A DURIK DIRECTOR 1.00 X 0 0 0 CHRISTOPHER J REID DIRECTOR 1.00 X 0 0 0 DOUGLAS J ABELL DIRECTOR 1.00 X 0 0 0 GREGORY A DEMUTH DIRECTOR 1.00 X 0 0 0 JOHN D SWEENEY JR DIRECTOR 1.00 X 0 0 0 KATHLEEN M CASSIDY DIRECTOR 1.00 X 0 0 0 REVEREND JOHN J STOLZ DIRECTOR 1.00 X 0 0 0 ROBERT D CECIL DIRECTOR 1.00 X 0 0 0 STEPHEN C JAMES DIRECTOR 1.00 X 0 0 0 DIANE M GAHAFER DIRECTOR 1.00 X 0 0 0 REV TERRY L BRADSHAW DIRECTOR 1.00 X 0 0 0 DR MARY BETH BOWLING DIRECTOR 1.00 X 0 0 0 DR VALERIE F BRIONES-PRYOR DIRECTOR 1.00 X 0 0 0 MATTHEW W OTT DIRECTOR 1.00 X 0 0 0 THOMAS A PERRONE DIRECTOR 1.00 X 0 0 0 STEPHEN D SAUTEL III DIRECTOR 1.00 X 0 0 0 CHARLOTTE K STENGEL DIRECTOR 1.00 X 0 0 0 CHAD DOBSON DIRECTOR (TERM BEG 7/22) 1.00 X 0 0 0 JOE DOUGHERTY DIRECTOR (TERM BEG 7/22) 1.00 X 0 0 0 MARK RAQUE DIRECTOR (TERM BEG 7/22) 1.00 X 0 0 0 JENNY STINNETT DIRECTOR (TERM BEG 7/22) 1.00 X 0 0 0 FATHER ANTHONY CHANDLER DIRECTOR (TERM BEG 7/22) 1.00 X 0 0 0 702109 0 69811 4 0 1 0 0 2261317 645000 4912178 1139915 7818495 531789 531789 1416819 1522976 -106157 -106157 -106157 233870 2261317 442591 -208721 -208721 361547 48553 312994 312994 8348400 0 0 529905 4766317 4766317 82736 82736 501751 76700 79567 345484 522113 79813 82796 359504 68094 10409 10798 46887 18625 2847 2954 12824 26051 3982 4131 17938 13500 1294 2706 9500 136000 136000 83389 7996 16715 58678 128149 128149 39402 39402 16530 16530 36916 36916 1743 705 1038 12776 12776 21889 8857 13032 10188 10188 NEWSLETTER AND ANNUAL R 116293 116293 ENTERTAINMENT 31585 12780 18805 AWARDS 2193 887 1306 5003 696 4307 6641243 5032094 475404 1133745 79963 214159 1839219 1606347 7052781 9351507 95509 49160 35823 37213 213217 80398 141510 132819 23513162 27065478 2196362 1837797 34954329 40294480 284031 298352 66091 0 350122 298352 X 2063125 3418772 32541082 36577356 34604207 39996128 34954329 40294480 1707157 3554309 130455 0 X 0 1 X 1 0 X 5324304 5279395 9981157 7914779 7818495 36318130 5324304 5279395 9981157 7914779 7818495 36318130 18397 36299733 377632 368607 339672 543867 531789 2161567 127783 27500 21050 197113 595417 968863 39448560 0.92020 0.92790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32541082 5737327 1443552 3144606 36577355 31162429 5687854 -1579937 2729264 32541082 23779998 7225697 2043111 1886377 31162429 22320767 3226508 -48246 1719031 23779998 20983524 2945579 128277 1736613 22320767 0.00000 0.75950 0.24050 0 0 213217 80398 132819 132819 X 12379170 3554309 130455 482006 4166770 8212400 136000 136000 8348400 6987249 482006 482006 6505243 136000 136000 6641243 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCORDINGLY, THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FOR FUNDRAISING ACTIVITIES 482,006. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FOR FUNDRAISING ACTIVITIES 482,006. 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X 0 1 ACADEMY OF OUR LADY OF MERCY 5801 FEGENBUSH LN LOUISVILLE KY 402281158 611116388 501(C)(3) 98000 0 EDUCATIONAL GRANT ST FRANCIS DESALES HIGH SCHOOL 425 KENWOOD DR LOUISVILLE KY 402142897 610447247 501(C)(3) 98000 0 EDUCATIONAL GRANT ST FRANCIS OF ASSISI SCHOOL 1960 BARDSTOWN RD LOUISVILLE KY 402051572 610444804 501(C)(3) 83707 0 EDUCATIONAL GRANT ST GABRIEL SCHOOL 5505 BARDSTOWN RD LOUISVILLE KY 402911909 610523305 501(C)(3) 164880 0 EDUCATIONAL GRANT ST GREGORY SCHOOL 330 SAMUELS LOOP COXS CREEK KY 400136505 610535159 501(C)(3) 45805 0 EDUCATIONAL GRANT ST JAMES SCHOOL 307 W DIXIE ELIZABETHTOWN KY 427011701 610445851 501(C)(3) 102325 0 EDUCATIONAL GRANT ST JAMES SCHOOL 1826 EDENSIDE AVE LOUISVILLE KY 402041597 610444806 501(C)(3) 186565 0 EDUCATIONAL GRANT ST JOSEPH SCHOOL 310 W STEPHEN FOSTER AVE BARDSTOWN KY 40004 610485640 501(C)(3) 71950 0 EDUCATIONAL GRANT ST MARGARET MARY SCHOOL 7813 SHELBYVILLE ROAD LOUISVILLE KY 402225413 610576720 501(C)(3) 84105 0 EDUCATIONAL GRANT ST 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1200 SOUTH SHELBY STREET LOUISVILLE KY 40203 610447247 501(C)(3) 25000 0 YOUTH CONGRESS ASCENSION PARISH 4600 LYNNBROOK DR LOUISVILLE KY 40220 610652304 501(C)(3) 79410 0 EDUCATIONAL GRANT ST ATHANASIUS SCHOOL 5915 OUTER LOOP LOUISVILLE KY 402194136 610591505 501(C)(3) 120040 0 EDUCATIONAL GRANT ST BERNARD SCHOOL 7500 TANGELO DR LOUISVILLE KY 40228 610644954 501(C)(3) 158795 0 EDUCATIONAL GRANT PURDUE UNIVERSITY 610 PURDUE MALL WEST LAFAYETTE IN 47907 356002041 501(C)(3) 9000 0 EDUCATIONAL GRANT UNIVERSITY OF KENTUCKY 18 FUNKHOUSER BLDG LEXINGTON KY 40506 616001218 115 18000 0 EDUCATIONAL GRANT 52 0 FR. JOHN MORGAN SCHOLARSHIPS 9 79550 PART I, LINE 2: CATHOLIC EDUCATION FOUNDATION GRANT APPLICATIONS STATE TERMS FOR ELIGIBILTY OF GRANTS. THE FOUNDATION STAFF REVIEWS GRANT APPLICATIONS FOR CONFORMITY WITH THOSE GRANTS. GRANT AWARDEES SUBMIT DOCUMENTATION OF EXPENDITURES ELIGIBLE FOR REIMBURSEMENT THROUGH THE GRANTS, AND THE FOUNDATION STAFF REVIEWS AND APPROVES OR DENIES THE EXPENDITURES WITH REGARD TO ELIGIBILTY AND TIMING. FAMILIES APPLYING FOR TUITION ASSISTANCE APPLY THROUGH A THIRD PARTY SERVICE THAT RANKS APPLICANTS ACCORDING TO DOCUMENTED NEED. THE CATHOLIC EDUCATION FOUNDATION AWARDS AID TO THE NEEDIEST FAMILIES, ISSUES VOUCHERS, AND REMITS ASSISTANCE TO SCHOOLS AFTER THE SCHOOLS CERTIFY THE STUDENT ENROLLMENTS. X X X 0 0 0 1 0 0 0 0 0 RICHARD A LECHLEITER PRESIDENT 265330 0 0 0 0 0 20125 0 9947 0 295402 0 0 0 JULIE E BAUM VICE PRESIDENT 167751 0 40000 0 0 0 11638 0 7256 0 226645 0 0 0 PART I, LINE 5 IF CERTAIN TARGETS ARE MET, A POOL IS ACCRUED AT THE END OF THE YEAR FOR EVERYONE EXCEPT FOR THE PRESIDENT RICHARD LECHLEITER. SCHEDULE J, PART II BONUSES ARE DETERMINED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS. THEY ARE BASED ON PERFORMANCE AND/OR OTHER TARGET MEASURES ESTABLISHED. X 36 1009460 AVG HIGH/LOW DATE X OTHER MARKETING/ADVERTISING 11 101552 FMV X OTHER TRAVEL AND ENTERTAINMENT 1 28903 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND PRESIDENT OF THE FOUNDATION ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES MUST AVOID SITUATIONS THAT PRESENT ACTUAL, PERCEIVED OR POTENTIAL CONFLICT BETWEEN THEIR INTEREST AND THE INTEREST OF THE ARCHDIOCESE. A CONFLICT OF INTEREST REFERS TO A SITUATION IN WHICH FINANCIAL OR PERSOAL CONSIDERATIONS MAY COMPROMISE OR HAVE THE APPEARANCE OF COMPROMISING THE OBJECTIVITY THAT IS ESSENTIAL FOR EFFECTIVE DECISION MAKEING. THE IMPLEMENTATION OF THIS POLICY IMPLIES A CONTINUING REQUIREMENT THAT ALL PERSONNEL MAKE PROMPT DISCLOSURE TO THEIR SUPERVISOR OR OTHER APPROPRIATE OFFICIAL OF ANY FACT OR CIRCUMSTANCE THAT MAY INVOLVE A CONFLICT OF INTEREST. DISCLOSURE CAN ASSIST IN RESOLVING HONEST DOUBTS AS TO THE PROPRIETY OF A PARTICULAR RELATIONSHIP OR COURSE OF CONDUCT. ANY ACTIVITIES THAT CREATE THE APPEARANCE OF A CONFLICT OF INTEREST SHOULD BE AVOIDED. FORM 990, PART VI, SECTION B, LINE 15A ANNUAL REVIEW IS DONE EACH YEAR AND RAISES ARE APPROVED BY THE NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS. COMPARABILITY USED INCLUDED 990S FROM OTHER SIMILAR SIZED ORGANIZATIONS. THIS PROCESS IS DOCUMENTED IN THE GOVERNANCE COMMITTEE MEETING NOTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ARCHDIOCESE OF LOUISVILLE 3940 POPLAR LEVEL ROAD LOUISVILLE KY 40213 610447247 CATHOLIC CHURCH IN CENTRAL KENTUCKY CONSISTING OF 24 COUNTIES KY 501(C)(3) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0