2025-12-10T15:56:19-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2024-07-01 232661414 CATHOLIC LEADERSHIP INSTITUTE CATH 6103631315 301 LINDENWOOD DR 310 MALVERN PA 19355 DANIEL CELLUCCI CEO 6103631315 2025-12-10 1 0 WILLIAM A LOUGHERY P01603932 2156433900 2025-12-10 2024 2025-03-06 01:10:19Z DANIEL CELLUCCI 301 LINDENWOOD DR 310 MALVERN PA 19355 22048878 0 X WWW.CATHOLICLEADERS.ORG X 1991 PA EQUIPPING LEADERS THROUGH FAITHFUL ACCOMPANIMENT- BUILDING THE FUTURE OF OUR CHURCH. 20 18 89 21 0 0 9026999 16423032 795118 912836 671219 663910 0 -539211 10493336 17460567 0 0 0 0 6580444 6666785 148632 321460 2693533 3789973 5012327 10519049 12000572 -25713 5459995 22912374 28915633 1375852 1906503 21536522 27009130 X 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. 0 0 4617928 0 781703 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. 2723658 0 0 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. 497633 0 128433 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. 309190 0 2700 THIS INCLUDES CONVOCATIONS AND SUPPORT FOR CONNECTING PRIESTS TO GREATER RESOURCES. 309190 0 2700 8148409 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 28 0 89 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CA CO FL GA HI IL LA MA ME MI MN MS ND NH NM PA SC TN UT VA WA WI WV X X THE ORGANIZATION 6103631315 301 LINDENWOOD DRIVE MALVERN PA 19355 DANIEL CELLUCCI PRES. & CEO(FRM 5/25);CEO(TO 4/25) 40.00 X X 395679 0 23876 CHAD PEDDICORD VP OF MISSION ADVANCEMENT 40.00 X 259453 0 19273 MICHAEL SCHOOL COO (FRM 1/25);EXEC. VP (TO 12/24) 40.00 X 215147 0 8174 SAMUEL MAZZARELLI VP INNOVATION & DEV.(TO 1/25) 40.00 X 184267 0 14084 TIMOTHY C FLANAGAN FOUNDER AND BOARD MEMBER 30.00 X 179454 0 5922 REBECCA REILLEY ASSOCIATE VP OF MISSION ADVANCEMENT 40.00 X 175188 0 904 XIMENA DEBROECK LEADERSHIP CONSULTANT 40.00 X 169108 0 155 JAY AUSTIN VP FIN (TO 11/24) 40.00 X 110745 0 15255 ANA THOMPSON CFO (FRM 01/25) 40.00 X 0 0 0 RICHARD CLARK CHAIR. (TO 5/25) 0.50 X X 0 0 0 DREW PELOUBET CHAIR.(FRM 5/25);V.CHAIR (TO 4/25) 0.50 X X 0 0 0 MARTHA ORTIZ BOD(FRM 02/25);V.CHAIR.(FRM 5/25);TREAS. 0.50 X X 0 0 0 EMILY SCAROLA SECRETARY 40.00 X 79909 0 7636 JOHN CORCORAN BOARD MEMBER 0.50 X 0 0 0 JAMES D DELANEY BOARD MEMBER 0.50 X 0 0 0 WARD FITZGERALD BOARD MEMBER 0.50 X 0 0 0 PAMELA GIGANTI-BUNGE BOARD MEMBER 0.50 X 0 0 0 LAWRENCE L GRYPP BOARD MEMBER 0.50 X 0 0 0 KATHRYN TINDAL MARTINEZ BOARD MEMBER 0.50 X 0 0 0 LORI MIREK BOARD MEMBER 0.50 X 0 0 0 WILLIAM OROSZ BOARD MEMBER 0.50 X 0 0 0 TIM RISTOFF BOARD MEMBER (FRM 5/25) 0.50 X 0 0 0 JOE ROSE BOARD MEMBER (FRM 5/25) 0.50 X 0 0 0 ARNOLD C SCHNEIDER BOARD MEMBER 0.50 X 0 0 0 RANDALL SNAPP BOARD MEMBER (FRM 5/25) 0.50 X 0 0 0 DOUGLAS STEPHEN BOARD MEMBER 0.50 X 0 0 0 ANDREW TALLEY BOARD MEMBER 0.50 X 0 0 0 MIKE VLASIC BOARD MEMBER (FRM 5/25) 0.50 X 0 0 0 1768950 0 95279 15 0 1 0 PARABLE TALENT LLC 3460 PRESTON RIDGE ROAD SUITE 150 ALPHARETTA GA 30005 TALENT AGENCY 420344 WESTFALL GROUP INC PO BOX 81712 ATLANTA GA 30366 DONOR FUNDRAISING AGENCY 288450 GRUNKEY INDUSTRIES 3612 STOKLEY ST PHILADELPHIA PA 19129 TECHNOLGY CONSULTING 285833 PPS PRINT SOLUTIONS 501 ABBOTT DRIVE UNIT 4 BROOMALL PA 19008 PRINT PROGRAM MATERIALS 159744 LUDWIG BUSINESS CONSULTANTS PLLC 1120 WELSH ROAD SUITE 200 NORTH WALES PA 19454 OUTSOURCED ACCOUNTING SOLUTIONS 113722 6 1890000 14533032 4044430 16423032 PARTICIPANT FEES 611600 912836 912836 912836 590800 590800 4122210 4049100 73110 73110 73110 0 1890000 539211 -539211 -539211 17460567 912836 0 124699 849188 223756 256916 368516 5075941 3687423 432525 955993 32164 18952 4007 9205 269240 147618 55319 66303 440252 290077 53641 96534 181238 145547 13862 21829 321460 321460 132613 57355 5462 69796 286328 97211 47066 142051 653628 568468 41112 44048 134752 78473 21858 34421 1913265 1313135 53497 546633 6363 6363 38618 31256 7362 PROGRAM CONTRACTOR 1296863 1296863 PROGRAM MATERIALS 184686 184686 BAD DEBT RESERVE 102000 102000 COMMUNICATION/STEWARDSH 47941 27500 13059 7382 34032 11345 20687 2000 12000572 8148409 1158630 2693533 178434 540961 12740133 14092303 8857145 13621896 234032 71373 525042 333522 35595 29079 12879 6516 364709 249062 22912374 28915633 742123 799387 198443 862477 435286 244639 1375852 1906503 X 3912659 5403027 17623863 21606103 21536522 27009130 22912374 28915633 5459995 12613 0 X 0 1 X 1 0 X 8479142 7183739 7975856 9026999 16423032 49088768 8479142 7183739 7975856 9026999 16423032 49088768 13043498 36045270 2869 28698 439710 671219 590800 1733296 419577 419577 51241641 5560045 0.70340 0.70160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100000 0 5204 0 0 0 105204 100000 100000 1.00000 0 0 35595 29079 6516 6516 LEASE LIABILITY 244639 244639 X 18012391 12613 539211 551824 17460567 0 17460567 12539783 539211 539211 12000572 0 12000572 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUNDS IS TO BE USED FIRST TO FUND VISION SUMMIT DONOR WEEKENDS, AND SECOND TOWARD THE BENEFIT OF CATHOLIC LEADERSHIP INSTITUTE'S MINISTRY TO BENEFIT THE CATHOLIC CHURCH. PART X, LINE 2: THE INSTITUTE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE INSTITUTE FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD HAS NO IMPACT ON CATHOLIC LEADERSHIP INSTITUTE'S FINANCIAL STATEMENTS. THE INSTITUTE HAS NOT BEEN AUDITED BY ANY TAXING AUTHORITY IN RECENT YEARS. THEREFORE, ALL YEARS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE IN THE EVENT THAT THE INSTITUTE'S TAX-EXEMPT STATUS IS CHALLENGED. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 539,211. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 539,211. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES IMPLEMENTING DIOSESAN PASTORAL PRIORITIES 6743 NORTH AMERICA 0 0 PROGRAM SERVICES PASTOR TRAINING 12003 0 0 0 0 0 0 18746 0 18746 0 0 0 0 0 0 X X X X X X 1 WESTFALL GROUP INC PO BOX 81712 ATLANTA GA 30366 FUNDRAISING CONSULTANT 0 0 321460 0 321460 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI VISION SUMMIT 1890000 1890000 220592 142054 176565 1890000 1890000 220592 142054 176565 539211 -539211 SCHEDULE G, PART I, LINE 2B, COLUMN (V) DONOR FUNDRAISING AGENCY X X X 1 0 0 0 0 0 0 0 0 DANIEL CELLUCCI PRES. & CEO(FRM 5/25);CEO(TO 4/25) 395679 0 0 0 0 0 10350 0 13526 0 419555 0 0 0 CHAD PEDDICORD VP OF MISSION ADVANCEMENT 259453 0 0 0 0 0 8155 0 11118 0 278726 0 0 0 MICHAEL SCHOOL COO (FRM 1/25);EXEC. VP (TO 12/24) 215147 0 0 0 0 0 6475 0 1699 0 223321 0 0 0 SAMUEL MAZZARELLI VP INNOVATION & DEV.(TO 1/25) 184267 0 0 0 0 0 5769 0 8315 0 198351 0 0 0 TIMOTHY C FLANAGAN FOUNDER AND BOARD MEMBER 179454 0 0 0 0 0 5395 0 527 0 185376 0 0 0 REBECCA REILLEY ASSOCIATE VP OF MISSION ADVANCEMENT 175188 0 0 0 0 0 0 0 904 0 176092 0 0 0 XIMENA DEBROECK LEADERSHIP CONSULTANT 169108 0 0 0 0 0 0 0 155 0 169263 0 0 0 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. X STOCK 13 4044430 FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, THE CEO, AND THE CHAIRS OF EACH COMMITTEE AND OTHERS AS NOMINATED BY THE NOMINATING AND GOVERNANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. THE EXECUTIVE COMMITTEE SHALL EXERCISE THE FULL AUTHORITY OF THE BOARD OF DIRECTORS AS NEEDED WHEN THE FULL BOARD DOES NOT MEET WITH THE EXCEPTION OF CHANGING THE CHARTER OR BYLAWS, ELECTING DIRECTORS AND OFFICERS, AND APPROVING THE ANNUAL BUDGET. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE AUDIT AND FINANCE COMMITTEE. THE BOARD OF DIRECTORS DELEGATED AUTHORITY TO APPROVE THE FORM 990 TO THE AUDIT AND FINANCE COMMITTEE. THE BOARD IS INFORMED OF THE APPROVED FORM 990. EACH BOARD MEMBER IS GIVEN A COMPLETE ELECTRONIC COPY PRIOR TO THE RETURN BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST STATEMENT IS COMPLETED ANNUALLY BY ALL BOARD MEMBERS AND ALL STAFF. NEW EMPLOYEES ALSO COMPLETE THE CONFLICT OF INTEREST STATEMENT AS PART OF THE NEW HIRE PROCESS. THE ANNUAL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED, SUMMARIZED, AND DISCUSSED WITH THE NOMINATING AND GOVERNANCE COMMITTEE. A SUMMARY IS PROVIDED TO THE BOARD OF DIRECTORS AT THE SUBSEQUENT BOARD MEETING. ALL FORMS ARE KEPT ON FILE AND AVAILABLE FOR REVIEW. SHOULD ANY CONFLICTS ARISE (WHICH THEY HAVE NOT) IT WOULD BE HANDLED BY THE CHAIRMAN OF THE BOARD AND MONITORED ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION - ANNUALLY, THE CEO IS REVIEWED BY THE BOARD CHAIR WITH INPUT FROM THE COMPENSATION COMMITTEE CHAIR AND ALL OTHER BOARD MEMBERS. THE COMPENSATION IS ASSESSED AFTER A REVIEW OF EXTERNAL SOURCES. THE COMPENSATION COMMITTEE RECOMMENDS TO THE BOARD, THE CEO'S MERIT INCREASE AND INCENTIVE/DEFERRED COMPENSATION AS DEFINED WITHIN THE EMPLOYMENT AGREEMENT. THE BOARD OF DIRECTORS DISCUSS THE CEO'S REVIEW AND RECOMMENDED COMPENSATION. THE BOARD APPROVES THE CEO'S COMPENSATION. THE DELIBERATIONS AND FINAL DECISIONS WERE TIMELY DOCUMENTED IN THE COMMITTEE AND BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15B: OTHER OFFICERS/KEY EMPLOYEES - THE FOUNDER'S COMPENSATION, IN THE ROLE OF MAJOR GIFT OFFICER, IS DETERMINED IN A SIMILAR PROCESS AS THE CEO, INCLUDING THE USE OF RELEVANT COMPARABILITY DATA, THE ONLY DIFFERENCE IS THE REVIEW IS CONDUCTED BY THE CEO. THE COMPENSATION COMMITTEE REVIEWS THE CEO'S RECOMMENDATION AND OFFERS FEEDBACK ON THE FOUNDER'S MERIT INCREASE AND IF APPROPRIATE BONUS. COMPENSATION OF OTHER OFFICERS AND/OR KEY EMPLOYEES IS DETERMINED BY THE CEO IN RECOMMENDATION TO THE COMPENSATION COMMITTEE AFTER REVIEW OF INTERNAL AND EXTERNAL SOURCES AND APPROVED BY THE BOARD. THE DELIBERATION AND FINAL DECISION BY THE CEO AND COMPENSATION COMMITTEE OF ALL OFFICER/KEY EMPLOYEE COMPENSATION REVIEW WAS TIMELY DOCUMENTED IN THE COMMITTEE AND BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.