2025-01-29T14:08:31-06:00 2024-06-30 351178661 BLUE & CO LLC 2650 EASTPOINT PKWY SUITE 300 LOUISVILLE KY 40223 990 2023-07-01 611294640 CATHOLIC EDUCATION FOUNDATION INC CATH 5025852747 401 W MAIN STREET 806 LOUISVILLE KY 40202 RICHARD A LECHLEITER PRESIDENT 5025852747 2025-01-29 1 1 EMILIE M KNIERIEM CPA P01330194 5029923500 2025-01-29 2023 2025-03-06 01:10:19Z RICHARD A LECHLEITER 401 W MAIN STREET 806 LOUISVILLE KY 40202 13731155 0 X WWW.CEFLOU.ORG X 1995 KY TO PROMOTE THE GROWTH AND VITALITY OF CATHOLIC EDUCATION IN THE ARCHDIOCESE OF LOUISVILLE. 26 26 8 26 0 0 7818495 10268124 0 0 425632 557214 104273 189488 8348400 11014826 4849053 5028225 0 0 1136634 1341101 0 0 1160291 655556 537528 6641243 6906854 1707157 4107972 40294480 49582194 298352 361041 39996128 49221153 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 5238861 5028225 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. 5238861 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 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 26 1 1 8 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 1 0 1 1 0 KY X THE ORGANIZATION 5025852747 401 W MAIN STREET 806 LOUISVILLE KY 40202 TODD A KLIMEK CHAIRMAN 3.00 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/CHAIR-ELECT 3.00 X X 0 0 0 CHRISTOPHER J REID DIRECTOR 1.00 X 0 0 0 DOUGLAS J ABELL 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 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 E DOBSON DIRECTOR 1.00 X 0 0 0 JOSEPH W DOUGHERTY DIRECTOR 1.00 X 0 0 0 MARK W RAQUE DIRECTOR 1.00 X 0 0 0 JENNIFER M STINNETT DIRECTOR 1.00 X 0 0 0 VERY REV ANTHONY L CHANDLER KCHS DIRECTOR 1.00 X 0 0 0 REV SHAYNE R DUVALL DIRECTOR (TERM BEG 07/23) 1.00 X 0 0 0 MARY B EWING DIRECTOR (TERM BEG 07/23) 1.00 X 0 0 0 JAMES J KIRCHDORFER JR DIRECTOR (TERM BEG 07/23) 1.00 X 0 0 0 BRADLEY A SAVKO DIRECTOR (TERM BEG 07/23) 1.00 X 0 0 0 VERY REV T MICHAEL TOBIN VF DIRECTOR (TERM BEG 11/23) 1.00 X 0 0 0 JAMES A HILLEBRAND DIRECTOR (TERM BEG 07/23) 1.00 X 0 0 0 RICHARD A LECHLEITER PRESIDENT 60.00 X 298874 0 28153 JULIE E BAUM VICE PRESIDENT 50.00 X 225321 0 23004 GIL A WENTZEL DIRECTOR OF FINANCE 45.00 X 136950 0 9587 MICHELLE DOHRMAN DIRECTOR OF TUITION ASSISTANCE 45.00 X 101387 0 14329 762532 0 75073 4 0 1 0 0 2449618 645000 7173506 3570485 10268124 577964 577964 1764233 1784983 -20750 -20750 -20750 182459 2449618 428392 -245933 -245933 938375 502954 435421 435421 11014826 0 0 746702 4938225 4938225 90000 90000 540675 82650 85739 372286 643223 98326 102001 442896 41440 6335 6571 28534 41580 6356 6594 28630 74183 11340 11764 51079 15000 1438 3007 10555 137891 137891 43712 4191 8762 30759 136561 136561 44946 44946 27695 27695 36916 36916 2424 981 1443 6804 6804 24224 9802 14422 10292 10292 NEWSLETTER AND ANNUAL R 31448 31448 ENTERTAINMENT 13995 5663 8332 AWARDS 2134 863 1271 3486 1411 2075 6906854 5238861 507702 1160291 214159 424041 3444144 8498201 9351507 8851523 49160 41549 37213 24973 221287 104622 132819 116665 27065478 31625242 40294480 49582194 298352 361041 298352 361041 X 3418772 5168520 36577356 44052633 39996128 49221153 40294480 49582194 4107972 4985321 131732 0 X 0 1 X 1 0 X 5279395 9981157 7914779 7818495 10268124 41261950 5279395 9981157 7914779 7818495 10268124 41261950 791229 40470721 368607 339672 543867 531789 577964 2361899 27500 21050 197113 595417 1120834 1961914 45585763 0.88780 0.92020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36577355 7904684 2719540 3148947 44052632 32541082 5737327 1443552 3144606 36577355 31162429 5687854 -1579937 2729264 32541082 23779998 7225697 2043111 1886377 31162429 22320767 3226508 -48246 1719031 23779998 0.00000 0.77210 0.22790 0 0 221287 104622 116665 116665 X 16925334 4985321 131732 931346 6048399 10876935 137891 137891 11014826 7700309 931346 931346 6768963 137891 137891 6906854 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, 2024 AND 2023, 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 931,346. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FOR FUNDRAISING ACTIVITIES 931,346. SALUTE DINNER 1906907 1771537 135370 155804 40000 110017 GAME LUNCH 725170 678081 47089 16438 47089 59044 2632077 2449618 182459 16438 202893 40000 169061 428392 -245933 938375 13075 489879 0 1.00000 938375 13075 489879 502954 435421 KY 1 0 0 0 GIL A WENTZEL 401 W MAIN STREET STE 806 LOUISVILLE KY 40202 0 GIL A WENTZEL 1890 MANAGES THE BOOKS AND RECORDS FOR THE ANNUAL RAFFLE. X 0 1 ACADEMY OF OUR LADY OF MERCY 5801 FEGENBUSH LN LOUISVILLE KY 402281158 611116388 501(C)(3) 100000 0 EDUCATIONAL GRANT ST FRANCIS DESALES HIGH SCHOOL 425 KENWOOD DR LOUISVILLE KY 402142897 610447247 501(C)(3) 100000 0 EDUCATIONAL GRANT ST FRANCIS OF ASSISI SCHOOL 1960 BARDSTOWN RD LOUISVILLE KY 402051572 610444804 501(C)(3) 52660 0 EDUCATIONAL GRANT ST GABRIEL SCHOOL 5505 BARDSTOWN RD LOUISVILLE KY 402911909 610523305 501(C)(3) 148790 0 EDUCATIONAL GRANT ST GREGORY SCHOOL 330 SAMUELS LOOP COXS CREEK KY 400136505 610535159 501(C)(3) 44660 0 EDUCATIONAL GRANT ST JAMES SCHOOL 307 W DIXIE ELIZABETHTOWN KY 427011701 610445851 501(C)(3) 91634 0 EDUCATIONAL GRANT ST JAMES SCHOOL 1826 EDENSIDE AVE LOUISVILLE KY 402041597 610444806 501(C)(3) 198240 0 EDUCATIONAL GRANT ST JOSEPH SCHOOL 310 W STEPHEN FOSTER AVE BARDSTOWN KY 40004 610485640 501(C)(3) 76680 0 EDUCATIONAL GRANT ST MARGARET MARY SCHOOL 7813 SHELBYVILLE ROAD LOUISVILLE KY 402225413 610576720 501(C)(3) 76696 0 EDUCATIONAL GRANT ST MARTHA SCHOOL 2825 KLONDIKE LN LOUISVILLE KY 402181631 610591745 501(C)(3) 157600 0 EDUCATIONAL GRANT ST MARY ACADEMY 11311 ST MARY LN PROSPECT KY 40059 208936584 501(C)(3) 61976 0 EDUCATIONAL GRANT ST MICHAEL SCHOOL 3705 STONE LAKES DR LOUISVILLE KY 402995495 610947181 501(C)(3) 89988 0 EDUCATIONAL GRANT ST NICHOLAS ACADEMY 5501 NEW CUT RD LOUISVILLE KY 40214 352248740 501(C)(3) 140080 0 EDUCATIONAL GRANT ST PATRICK SCHOOL 1000 N BECKLEY STATION RD LOUISVILLE KY 402454550 611143233 501(C)(3) 60040 0 EDUCATIONAL GRANT ST PAUL SCHOOL 6901 DIXIE HWY LOUISVILLE KY 402583915 610464179 501(C)(3) 111490 0 EDUCATIONAL GRANT ST RAPHAEL SCHOOL 2141 LANCASHIRE AVE LOUISVILLE KY 402052957 610549869 501(C)(3) 127840 0 EDUCATIONAL GRANT ST RITA SCHOOL 8709 PRESTON HWY LOUISVILLE KY 402194499 616002076 501(C)(3) 324340 0 EDUCATIONAL GRANT ST STEPHEN MARTYR SCHOOL 2931 PINDELL AVE LOUISVILLE KY 402171752 610492373 501(C)(3) 143576 0 EDUCATIONAL GRANT ST XAVIER HIGH SCHOOL 1609 POPLAR LEVEL RD LOUISVILLE KY 402171343 610480949 501(C)(3) 27500 0 EDUCATIONAL GRANT TRINITY HIGH SCHOOL 4011 SHELBYVILLE RD LOUISVILLE KY 402073122 611256093 501(C)(3) 27500 0 EDUCATIONAL GRANT ST EDWARD SCHOOL 9608 SUE HELEN DR LOUISVILLE KY 402993298 610458536 501(C)(3) 152280 0 EDUCATIONAL GRANT UNIVERSITY OF NOTRE DAME 1100 GRACE HALL SOUTH BEND IN 46556 350868188 501(C)(3) 9500 0 EDUCATIONAL GRANT ST DOMINIC SCHOOL 303 W MAIN STREET SPRINGFIELD KY 400691230 610463942 501(C)(3) 55000 0 EDUCATIONAL GRANT ASSUMPTION HIGH SCHOOL 2170 TYLER LANE LOUISVILLE KY 402051916 611133759 501(C)(3) 37500 0 EDUCATIONAL GRANT BETHLEHEM HIGH SCHOOL 309 W STEPHEN FOSTER AVE BARDSTOWN KY 400041420 610592028 501(C)(3) 100000 0 EDUCATIONAL GRANT CORPUS CHRISTI CLASSICAL ACADEMY 7010 SHELBYVILLE ROAD SIMPSONVILLE KY 40067 611335590 501(C)(3) 34070 0 EDUCATIONAL GRANT HOLY ANGELS ACADEMY 12201 OLD HENRY RD LOUISVILLE KY 40223 610845326 501(C)(3) 45490 0 EDUCATIONAL GRANT HOLY CROSS HIGH SCHOOL 5144 DIXIE HWY LOUISVILLE KY 402161702 611053991 501(C)(3) 100000 0 EDUCATIONAL GRANT HOLY SPIRIT SCHOOL 3345 LEXINGTON RD LOUISVILLE KY 40206 610700575 501(C)(3) 39260 0 EDUCATIONAL GRANT HOLY TRINITY SCHOOL 501 CHERRYWOOD RD LOUISVILLE KY 402072103 610507073 501(C)(3) 121356 0 EDUCATIONAL GRANT IMMACULATA CLASSICAL ACADEMY 6010 PRESTON HWY LOUISVILLE KY 402191318 273305618 501(C)(3) 56670 0 EDUCATIONAL GRANT JOHN PAUL II ACADEMY 3525 GOLDSMITH LN LOUISVILLE KY 40220 204903089 501(C)(3) 223810 0 EDUCATIONAL GRANT ST CATHERINE ACADEMY 413 FIRST ST NEW HAVEN KY 40051 610444801 501(C)(3) 37780 0 EDUCATIONAL GRANT NATIVITY ACADEMY 529 E LIBERTY ST LOUISVILLE KY 40202 510450314 501(C)(3) 80000 0 EDUCATIONAL GRANT OUR LADY OF LOURDES CHURCH 508 BRECKENRIDGE LANE LOUISVILLE KY 40207 616002467 501(C)(3) 71636 0 EDUCATIONAL GRANT PITT ACADEMY 6010 PRESTON HWY LOUISVILLE KY 40219 237066205 501(C)(3) 55000 0 EDUCATIONAL GRANT PRESENTATION ACADEMY 861 S FOURTH ST LOUISVILLE KY 402032115 610444780 501(C)(3) 100000 0 EDUCATIONAL GRANT SACRED HEART SCHOOLS 3177 LEXINGTON RD LOUISVILLE KY 40206 611181710 501(C)(3) 71240 0 EDUCATIONAL GRANT ST AGNES SCHOOL 1920 NEWBURG RD LOUISVILLE KY 402051400 610463940 501(C)(3) 73016 0 EDUCATIONAL GRANT ST ALBERT THE GREAT SCHOOL 1395 GIRARD DR LOUISVILLE KY 402226642 610568020 501(C)(3) 77770 0 EDUCATIONAL GRANT ST ALOYSIUS SCHOOL 212 MOUNT MERCY DR PEWEE VALLEY KY 400568024 610448558 501(C)(3) 62790 0 EDUCATIONAL GRANT ST ANDREW ACADEMY 7724 COLUMBINE DR LOUISVILLE KY 40258 861136245 501(C)(3) 254716 0 EDUCATIONAL GRANT ST AUGUSTINE SCHOOL 235 S SPALDING AVE LEBANON KY 400331297 610500831 501(C)(3) 25520 0 EDUCATIONAL GRANT NOTRE DAME ACADEMY 1927 LEWISTON DR LOUISVILLE KY 40216 050599203 501(C)(3) 172416 0 EDUCATIONAL GRANT ARCHDIOCESE OFFICE OF YOUNG ADULTS 1200 SOUTH SHELBY STREET LOUISVILLE KY 40203 610447247 501(C)(3) 21000 0 YOUTH CONGRESS ASCENSION PARISH 4600 LYNNBROOK DR LOUISVILLE KY 40220 610652304 501(C)(3) 82090 0 EDUCATIONAL GRANT ST ATHANASIUS SCHOOL 5915 OUTER LOOP LOUISVILLE KY 402194136 610591505 501(C)(3) 123230 0 EDUCATIONAL GRANT ST BERNARD SCHOOL 7500 TANGELO DR LOUISVILLE KY 40228 610644954 501(C)(3) 95086 0 EDUCATIONAL GRANT BRESCIA UNIVERSTY 717 FREDERICA STREET OWENSBORO KY 42301 610660795 501(C)(3) 9500 0 EDUCATIONAL GRANT EASTERN KY UNIVERSITY 2301 S 3RD STREET LOUISVILLE KY 40292 350868188 501(C)(3) 9500 0 EDUCATIONAL GRANT UNIVERSITY OF CHICAGO 6030 SOUTH ELLIS AVE CHICAGO IL 60637 362177139 501(C)(3) 9500 0 EDUCATIONAL GRANT YALE UNIVERSITY PO BOX 208232 NEW HAVEN CT 06520 060646973 501(C)(3) 9500 0 EDUCATIONAL GRANT LOYOLA UNIVERSITY 1032 W SHERIDAN ROAD CHICAGO IL 60660 361408475 501(C)(3) 9500 0 EDUCATIONAL GRANT RICE UNIVERSITY PO BOX 1892 HOUSTON TX 772511892 741109620 501(C)(3) 9500 0 EDUCATIONAL GRANT ARCHDIOCESE OF LOUISVILLE OFFICE OF LIFELONG FORMATION AND EDUCATION FLAGET CENTER 1935 LEWISTON DRIVE LOUISVILLE KY 40216 610447247 501(C)(3) 11000 0 RELIGIOUS EDUCATION AND PROFESSIONAL DEVELOPMENT GRANT 55 FR. JOHN MORGAN SCHOLARSHIPS 9 90000 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 X 0 0 0 1 0 0 0 0 0 RICHARD A LECHLEITER PRESIDENT 298874 0 0 0 0 0 20921 0 7232 0 327027 0 0 0 JULIE E BAUM VICE PRESIDENT 175321 0 50000 0 0 0 15772 0 7232 0 248325 0 0 0 PART I, LINE 5 IF CERTAIN FINANCIAL TARGETS ARE ACHIEVED, A BONUS IS ACCRUED AT THE END OF THE FISCAL YEAR FOR THE FOUNDATION STAFF OTHER THAN THE FOUNDATION PRESIDENT. SCHEDULE J, PART II BONUSES ARE DETERMINED BY THE NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS. THEY ARE BASED ON PERFORMANCE COMPARED TO PRE-ESTABLISHED TARGET MEASURES. X 25 3438753 AVG HIGH/LOW DATE X OTHER MARKETING/ADVERTISING 10 108369 FMV X OTHER TRAVEL AND ENTERTAINMENT 1 23363 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 15 ANNUAL REVIEW IS DONE EACH YEAR AND SALARY CHANGES ARE APPROVED BY THE NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION COMPARISONS USED INCLUDE FORM 990S FROM OTHER SIMILAR ORGANIZATIONS. THIS PROCESS IS DOCUMENTED IN THE NOMINATING AND GOVERNANCE COMMITTEE MEETING MINUTES. 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