Civic Intelligence

Catholic Community Foundation

990 • Fiscal year 2021 • EIN 34-1908579

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization ProfileWWW.CATHOLICCOMMUNITY.ORG
1404 East Ninth StreetCleveland, OH 44114

(216) 696-6525

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

51st percentile

0.26x

Higher debt load relative to assets than 51% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

1.30x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

86th percentile

46%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

13th percentile

$204,059

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

62nd percentile

16%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

96%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$245,499,126

Up $57,210,939 (+30%) from 2019

Net Assets

Up

$180,713,368

Up $43,632,223 (+32%) from 2019

Liabilities

Up

$64,785,758

Up $13,578,716 (+27%) from 2019

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin86th percentile

Revenue

Up

$49,958,901

Up $28,195,753 (+130%) from 2019

Expenses

Up

$26,884,806

Up $14,065,341 (+110%) from 2019

Net Income

Up

$23,074,095

Up $14,130,412 (+158%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $125,922,539Liabilities 2011: $12,298,158Net Assets 2011: $113,624,3812011Assets 2017: $155,645,553Liabilities 2017: $31,098,874Net Assets 2017: $124,546,6792017Assets 2018: $153,218,177Liabilities 2018: $39,772,869Net Assets 2018: $113,445,3082018Assets 2019: $188,288,187Liabilities 2019: $51,207,042Net Assets 2019: $137,081,1452019Assets 2021: $245,499,126Liabilities 2021: $64,785,758Net Assets 2021: $180,713,3682021Assets 2022: $207,218,161Liabilities 2022: $62,852,864Net Assets 2022: $144,365,2972022Assets 2024: $223,540,940Liabilities 2024: $65,737,978Net Assets 2024: $157,802,9622024

Highlighted filing

2021

Assets$245,499,126
Liabilities$64,785,758
Net Assets$180,713,368
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $13,157,4662011Revenue 2017: $13,830,157Expenses 2017: $20,360,316Net Income 2017: -$6,530,1592017Revenue 2018: $16,975,656Expenses 2018: $13,583,866Net Income 2018: $3,391,7902018Revenue 2019: $21,763,148Expenses 2019: $12,819,465Net Income 2019: $8,943,6832019Revenue 2021: $49,958,901Expenses 2021: $26,884,806Net Income 2021: $23,074,0952021Revenue 2022: $14,298,495Expenses 2022: $30,002,501Net Income 2022: -$15,704,0062022Revenue 2024: $30,956,507Expenses 2024: $28,043,852Net Income 2024: $2,912,6552024

Highlighted filing

2021

Revenue$49,958,901
Expenses$26,884,806
Net Income$23,074,095
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Gross Receipts
$131,501,422
Mission and Program Overview

Mission

Catholic community foundation's mission is to foster faith-based stewardship in the community for spiritual, educational and charitable benefit for all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$173,866,397$188,306,254▲ $14,439,857
Pledges and Grants Receivable$6,806,155$21,065,851▲ $14,259,696
Savings and Temporary Cash Investments$16,586,282$15,883,313▼ $702,969
Cash and Non-Interest-Bearing Accounts$12,859,131$14,078,385▲ $1,219,254
Investments Other Securities-$4,338,564-
Land, Buildings, and Equipment, Net$17,141$13,427▼ $3,714
Accounts Receivable$16,775$12,200▼ $4,575
Total Assets$211,839,688$245,499,126▲ $33,659,438
Other Assets Total$1,687,807$1,801,132▲ $113,325
Liabilities
Escrow Account Liability$54,819,915$59,340,250▲ $4,520,335
Grants Payable$967,143$4,279,018▲ $3,311,875
Other Liabilities$561,217$568,819▲ $7,602
Accounts Payable and Accrued Expenses$472,070$397,671▼ $74,399
Deferred Revenue$200,000$200,000→ $0
Total Liabilities$57,020,345$64,785,758▲ $7,765,413
Net Assets / Fund Balance
Net Assets With Donor Restrictions$144,241,461$169,253,505▲ $25,012,044
Net Assets Without Donor Restrictions$10,577,882$11,459,863▲ $881,981
Total Net Assets Fund Balance$154,819,343$180,713,368▲ $25,894,025
Total Liabilities and Net Assets / Fund Balance$211,839,688$245,499,126▲ $33,659,438

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,427$64,486$77,913

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$53,673,402$1,418,739▲ $6,555,370-$59,586,572
2020$48,555,044$49,151▲ $7,450,665-$53,673,402
2019$41,243,558$449,221▲ $8,787,953-$48,555,044
2018$44,762,730$311,637▼ $2,140,564-$41,243,558
2017$37,710,538$2,285,526▲ $6,440,238-$44,762,730
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick J GraceExecutive DirectorFT$178,434$25,625$204,059
Mary Louise OzimekAsst. Executive DirectorFT$110,232$8,651$118,883

Board Members and Trustees

NameTitle
Robert RogersChair
Andrew SchulerVice Chair
Andre SmithDirector
Christopher KellyDirector
Dennis BodzionyDirector
Diana ColegroveDirector
Diane Roman FuscoDirector
Fran LeganDirector
Fred DegrandisDirector
George WasmerDirector
Gerald Schroer JrDirector
J Kevin BernerDirector
James MasonDirector
Janice MurphyDirector
John LeonbrunoDirector
Joseph CorriganDirector
Joseph MahovlicDirector
Kurt McmakenDirector
Kurt PackerDirector
Lorraine Frankino DoderoDirector
Margaret WongDirector
Michael ShaughnessyDirector
Michael ZieglerDirector
Philip KaufmannDirector
Rev Steven BrunovskyDirector
Sarah Phelps SmithDirector
Timothy PanzicaDirector
MARIA O'NEIL RUDDOCKSecretary
Andrew RebholzTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Community Counselling Service Co LLCFundraising ConsultingPO BOX 824885, Philadelphia, PA 19182$1,050,416
Academy Graphic Communications INCPrinting & Mailing1000 BROOKPARK RD, Cleveland, OH 44109$137,673
Midwest DirectMailing2222 W 110TH ST, Cleveland, OH 44102$132,236
Agilis CompanyDonations ProcessingPO BOX 969, Albert Lea, MN 56007$106,949
Revenue and Support

Revenue Composition

Contributions and Grants
$34,744,585
Program Service Revenue
$2,821,860
Investment Income
$12,281,616
Other Revenue
$110,840
All Other Contributions
$34,707,280
Change in Net Assets
$23,074,095

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded176$3,265,087Fair Market Value (FMV)
Total Noncash Contributions176$3,265,087-

Audited Revenue Reconciliation

Revenue per Audited Statements
$49,512,951
Revenue Not Reported on Financial Statements
$445,950
Revenue Not Reported on Form 990
$2,855,119
Total Revenue per Audited Statements
$52,368,070
Total Revenue per Form 990
$49,958,901
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,471,305
Total Fundraising Expense$2,800,687
Other Expenses$2,449,458
Salaries, Compensation, and Employee Benefits$1,964,043
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,471,305--$22,471,305
Other Salaries and Wages$496,584$138,081$749,974$1,384,639
Fees for Services Other$19,828$7,885$1,023,896$1,051,609
Fees for Service Investment Mgmnt Fees$445,950--$445,950
Current Officers, Directors, Trustees, and Key Employees$75,490$19,680$108,889$204,059
Other Employee Benefits$89,105$14,617$94,889$198,611
Information Technology$81,170$1,959$41,961$125,090
Payroll Taxes$52,779$8,658$56,205$117,642
Travel$583$1,083$76,885$78,551
Occupancy$25,846$45,729$45$71,620
Pension Plan Contributions$26,511$4,349$28,232$59,092
Advertising$1,515$2,814$45,291$49,620
Fees for Services Accounting-$22,060$22,060$44,120
Office Expenses$11,587$5,724$16,667$33,978
Other Expenses$833$1,547$25,072$25,072
Conferences and Meetings$255$473$6,595$7,323
Depreciation Depletion$70$2,414$1,230$3,714
Total Functional Expenses$23,802,174$281,945$2,800,687$26,884,806

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$26,884,806
Total Expenses per Audited Statements$26,478,074
Expenses per Audited Statements$26,438,856
Expenses Not Reported on Financial Statements$445,950
Expenses Not Reported on Form 990$39,218
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Secretariats of Catholic Diocese of CleveCleveland, OH501(c)(3)Social Services$21,809,305
Catholic Charities CorporationCleveland, OH501(c)(3)General$110,000
Partnership SchoolsNew York, NY501(c)(3)General$100,000
St Martin De Porres High SchoolCleveland, OH501(c)(3)General$30,000
Urban Community SchoolCleveland, OH501(c)(3)General$30,000
Church of the ResurrectionSolon, OH501(c)(3)General$25,000
Padre Pio AcademyLakewood, OH501(c)(3)General$25,000
Catholic Mission Aid IncCleveland, OH501(c)(3)General$20,000
Covenant House AlaskaAnchorage, AK501(c)(3)General$20,000
Metro Catholic SchoolCleveland, OH501(c)(3)General$20,000
St Casimir ParishCleveland, OH501(c)(3)General$20,000
St Joseph AcademyCleveland, OH501(c)(3)General$20,000
St Mary Parish-clevelandCleveland, OH501(c)(3)General$20,000
The Society for the Propagation of the FaithNew York, NY501(c)(3)General$20,000
Cathedral of St John the EvangelistCleveland, OH501(c)(3)General$15,000
Humility of Mary Housing IncCuyahoga Falls, OH501(c)(3)General$15,000
Boys Hope Girls Hope of Northeastern OhioGarfield Hts, OH501(c)(3)General$10,000
Boys and Girls Clubs of ClevelandCleveland, OH501(c)(3)General$10,000
Community Service AllianceCleveland, OH501(c)(3)General$10,000
Greater Cleveland Food Bank IncCleveland, OH501(c)(3)General$10,000
JOSEPH'S HOMECleveland, OH501(c)(3)General$10,000
Malachi HouseCleveland, OH501(c)(3)General$10,000
May Dugan CenterCleveland, OH501(c)(3)General$10,000
ST PAUL'S COMMUNITY OUTREACHCleveland, OH501(c)(3)General$10,000
The Bridge Avenue SchoolCleveland, OH501(c)(3)General$10,000
St Herman House Focus ClevelandCleveland, OH501(c)(3)General$7,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$99,036
Fundraising Direct Expenses$39,218
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$136,341$99,036$11,130$87,906
Total Events$136,341$99,036$39,218$59,818
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Char.gift Annuities$568,819
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Member of the corporation - the sole member of the foundation is the bishop of the catholic diocese of cleveland.”

Form 990, Part VI, Section A, Line 7A

“Member's power of appointment - the bishop of the diocese of cleveland, as the foundation's sole member, has the power to elect and remove the elected directors. The sole member also has the power to elect honorary directors.”

Form 990, Part VI, Section A, Line 7B

“Approval rights of the member - certain decisions of the foundation's governing body are subject to the approval of the sole member. These decisions are limited in article i, section 1.2 of the foundation's amended code of regulations.”

Form 990, Part VI, Section B, Line 11B

“Review of form 990 - the form 990 is reviewed by the foundation's executive director, the diocesan controller, and the audit committee of the foundation's board of directors.”

Form 990, Part VI, Section B, Line 12C

“Monitoring and enforcement of conflict policy - directors are annually given conflict disclosure forms which are reviewed for any incidents of conflict. If a conflict arises, the person is not permitted to vote nor participate in the discussion of the transaction. The decision is made by people independent of the individual with the conflict. This process and the deliberations, when necessary, are documented in the minutes of the board or its committees.”

Form 990, Part VI, Section B, Line 15A

“Compensation review and approval - see narrative on schedule j, part iii.”

Form 990, Part VI, Section C, Line 19

“Public disclosure of documents - the foundation's governing documents and conflict policy are available upon request. The financial statements are posted on the foundation's website.”

Filing and Contact Details

Filer

Filer Name
Catholic Community Foundation
EIN
34-1908579
Phone
2166966525
Address
1404 EAST NINTH STREET, CLEVELAND, OH 44114

Signing Officer

Name
Patrick J Grace
Title
Executive Director
Phone
2166966525
Signed
2022-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick J Grace
Formed
1999
Legal Domicile
Oh
Voting Board Members
29
Independent Board Members
29
Employees
19
Volunteers
25

Preparer

Firm
Maloney Novotny LLC
Address
1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114-2540
Preparer
Christopher B Anderson
Phone
2163630100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of assets from other cleveland diocesan entities 4,029.”

Financial Statement Notes

PART IV, LINE 2B:

“Funds held in trust for others - the foundation holds funds for other organizations within the catholic diocese of cleveland. These funds are available to the respective organizations upon request. The foundation includes the funds on its balance sheet as an asset (cash) and as a liability since the funds do not belong to the foundation.”

PART V, LINE 4:

“Uses of endowment funds - the foundation utilizes its endowment funds to fund the various operating secretariats (health and human services, education, parish life and development, chancery, and clergy and religious) of the catholic diocese of cleveland.”

PART X, LINE 2:

“Fin 48/asc 740 footnote - the foundation is a not-for-profit corporation as described in section 501(c)(3) of the internal revenue code. The foundation believes that there is appropriate support for any tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements. The foundation's federal information and tax returns are subject to examination by the irs, generally for three years after they were filed.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising exp.netted with revenue on form 990, part viii, line 8 39,218.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising exp.netted with revenue on form 990, part viii, line 8 39,218.”

Raw XML AppendixShowing 400 of 1,154 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$245,499,126
Liabilities
$64,785,758
Net assets
$180,713,368
Revenue
$49,958,901
Expenses
$26,884,806
Net income
$23,074,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$224$65.7$158$31.0$28.0$2.91
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$207$62.9$144$14.3$30.0$15.7
2021Detailed filing. Detailed filing data is available for this year.$245$64.8$181$50.0$26.9$23.1
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$188$51.2$137$21.8$12.8$8.94
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$153$39.8$113$17.0$13.6$3.39
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$156$31.1$125$13.8$20.4$6.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$126$12.3$114$13.2