Civic Intelligence

Catholic Community Foundation for the Archdiocese of Cincinnati Inc.

990 • Fiscal year 2014 • EIN 46-5162928

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

100 E Eighth StreetCincinnati, OH 45202

(513) 629-2802

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

55th percentile

$126,600

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$4,085,544

No earlier filing loaded for comparison.

Net Assets

$4,083,044

No earlier filing loaded for comparison.

Liabilities

$2,500

No earlier filing loaded for comparison.

Revenue

$5,576,693

No earlier filing loaded for comparison.

Expenses

$1,493,649

No earlier filing loaded for comparison.

Net Income

$4,083,044

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0-$5.0MAssets 2014: $4,085,544Liabilities 2014: $2,500Net Assets 2014: $4,083,0442014Assets 2015: $16,810,747Liabilities 2015: $15,168,976Net Assets 2015: $1,641,7712015Assets 2016: $16,636,898Liabilities 2016: $15,514,244Net Assets 2016: $1,122,6542016Assets 2017: $16,085,561Liabilities 2017: $15,173,934Net Assets 2017: $911,6272017Assets 2018: $11,215,469Liabilities 2018: $10,469,795Net Assets 2018: $745,6742018Assets 2019: $8,896,613Liabilities 2019: $8,310,599Net Assets 2019: $586,0142019Assets 2020: $3,512,627Liabilities 2020: $3,349,792Net Assets 2020: $162,8352020Assets 2021: $1,755,534Liabilities 2021: $1,505,533Net Assets 2021: $250,0012021Assets 2022: $763,642Liabilities 2022: $514,141Net Assets 2022: $249,5012022Assets 2023: $723,316Liabilities 2023: $598,315Net Assets 2023: $125,0012023Assets 2024: $616,744Liabilities 2024: $715,083Net Assets 2024: -$98,3392024

Highlighted filing

2014

Assets$4,085,544
Liabilities$2,500
Net Assets$4,083,044

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2014: $5,576,693Expenses 2014: $1,493,649Net Income 2014: $4,083,0442014Revenue 2015: $29,537,695Expenses 2015: $31,978,968Net Income 2015: -$2,441,2732015Revenue 2016: $30,609,100Expenses 2016: $31,128,217Net Income 2016: -$519,1172016Revenue 2017: $24,965,984Expenses 2017: $25,177,011Net Income 2017: -$211,0272017Revenue 2018: $21,982,301Expenses 2018: $22,148,254Net Income 2018: -$165,9532018Revenue 2019: $16,197,132Expenses 2019: $16,356,792Net Income 2019: -$159,6602019Revenue 2020: $9,586,639Expenses 2020: $10,009,818Net Income 2020: -$423,1792020Revenue 2021: $3,807,435Expenses 2021: $3,720,269Net Income 2021: $87,1662021Revenue 2022: $2,350,625Expenses 2022: $2,351,125Net Income 2022: -$5002022Revenue 2023: $1,907,820Expenses 2023: $2,032,320Net Income 2023: -$124,5002023Revenue 2024: $684,326Expenses 2024: $907,665Net Income 2024: -$223,3392024

Highlighted filing

2014

Revenue$5,576,693
Expenses$1,493,649
Net Income$4,083,044
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$5,576,693
Mission and Program Overview

Mission

To raise funds for support of and to promote: (a) priestly formation and catholic elementary and secondary education within the archdiocese of cincinnati, (b) care for retired, sick and elderly diocesan priests incardinated in the archdiocese of cincinnati who dedicated themselves to the catholic faith by providing services within the archdiocese of cincinnati; and (c) care of poor, vulnerable and underprivileged in southwest ohio; to distribute funds and grants to organizations dedicated to similar purposes; and (d) other charitable purposes.

To raise funds for support of and to promote: (a)Priestly formation and Catholic elementary and secondary education within the Archdiocese of Cincinnati, (b)care for retired, sick and elderly diocesan priests incardinated in the Archdiocese of Cincinnati who dedicated themselves to the Catholic faith by providing services within the Archdiocese of Cincinnati; and (c)care of the poor, vulnerable and underprivileged in Southwestern Ohio; to distribute funds and grants to organizations dedicated to similar purposes; and (d) other charitable purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$4,085,544-
Total Assets$0$4,085,544▲ $4,085,544
Liabilities
Accounts Payable and Accrued Expenses-$2,500-
Total Liabilities$0$2,500▲ $2,500
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$4,083,044-
Total Net Assets Fund Balance$0$4,083,044▲ $4,083,044
Total Liabilities and Net Assets / Fund Balance$0$4,085,544▲ $4,085,544
Compensation and Service Providers

Employees

NameTitleOtherTotal
Rich KellyTreasurer, Director$126,600$126,600
Michael VanderburghSecretary$120,360$120,360
Dennis M SchnurrChairman, Director$45,400$45,400
Steve AngiVice Chairman$45,400$45,400

Highest Paid Contractors

ContractorServicesLocationCompensation
Community Counselling ServiceVolunteer Training461 Fifth Ave 3rd fl, New York, NY 10017$1,075,761
Letter ConceptsData ProcessingPO Box 436, Kensington, CT 06037$368,443
Field Development ConsultantsVolunteer Training799 Weston Park Dr, Powell, OH 43065$162,362
Revenue and Support

Revenue Composition

Contributions and Grants
$5,557,880
Program Service Revenue
$0
Investment Income
$16,446
Other Revenue
$2,367
All Other Contributions
$5,557,880
Change in Net Assets
$4,083,044

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded59$2,584,974Fair Market Value (FMV)
Total Noncash Contributions59$2,584,974-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,253,767
Salaries, Compensation, and Employee Benefits$239,882
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,043,389--$1,043,389
Other Salaries and Wages$197,614--$197,614
Office Expenses$108,404--$108,404
Other Employee Benefits$23,038--$23,038
Travel$20,500--$20,500
Payroll Taxes$16,905--$16,905
Pension Plan Contributions$2,325--$2,325
Other Expenses$685--$685
Total Functional Expenses$1,493,649$0$0$1,493,649
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

The Finance Office of the Archdiocese and the Stewardship Office of the Archdiocese did various accounting and fundraising activities for the Foundation.

Form 990, Part VI, Section A, line 8B

There are no committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, line 11

990 reviewed by management.

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

The Foundation requires written acknowledgement of the policy on an annual basis.

Form 990, Part VI, Section C, line 19

The governing documents are available on the Ohio Secretary of State's website. The financial statements and conflicts of interest policy are available upon request.

Filing and Contact Details

Filer

Filer Name
Catholic Community Foundation for the
EIN
46-5162928
Phone
5136292802
Address
100 E Eighth Street, Cincinnati, OH 45202

Signing Officer

Name
Richard Kelly
Title
Treasurer
Phone
5136292802
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Kelly
Formed
2014
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
2,000

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Paula Hume
Phone
5132418313
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

Professional Fees : Program service expenses 1,043,389. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,043,389.

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IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt4Agency Group
IRS990ScheduleG/FundraiserActivityInfoGrp/OrganizationBusinessName/BusinessNameLine1Txt5Method Works Consulting
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt01075761
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt1368443
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt267456
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt3162362
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt436909
IRS990ScheduleG/FundraiserActivityInfoGrp/RetainedByContractorAmt511261
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt0461 Fifth Ave 3rd fl
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt1PO Box 436
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt27502 Navilleton Rd
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt3799 Weston Park Dr
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine1Txt4142 West 57th Street
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm0NY
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm1Kensington
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm2Floyds Knobs
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm3Powell
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/CityNm4New York
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd1CT
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd2IN
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd3OH
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/StateAbbreviationCd4NY
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd010017
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd106037
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd247119
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd343065
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/ZIPCd410019
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/TotalNetToOrganizationAmt0-1722192
IRS990ScheduleG/TotalRetainedByContractorsAmt01722192
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt059
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt02584974
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Finance Office of the Archdiocese and the Stewardship Office of the Archdiocese did various accounting and fundraising activities for the Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There are no committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2990 reviewed by management.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Foundation requires written acknowledgement of the policy on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The governing documents are available on the Ohio Secretary of State's website. The financial statements and conflicts of interest policy are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Professional Fees : Program service expenses 1,043,389. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,043,389.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, line 11g
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Archdiocese of Cincinnati
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Archdiocese of Cincinnati Foundation for Catholic Education Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Church
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 E 8th Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1100 E 8th Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Cincinnati
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Cincinnati
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045202
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd145202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02364333
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cost
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Archdiocese of Cincinnati
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt04083044
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt04085544
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt04085544
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05557880
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01493649
IRS990/TotalFunctionalExpensesGrp/TotalAmt01493649
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt02500
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt02500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04083044
IRS990/TotalOtherCompensationAmt065760
IRS990/TotalProgramServiceExpensesAmt01493649
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt018813
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05576693
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02000
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04085544
IRS990/TotReportableCompRltdOrgAmt0272000
IRS990/TravelGrp/ProgramServicesAmt020500
IRS990/TravelGrp/TotalAmt020500
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 E Eighth Street
IRS990/USAddress/CityNm0Cincinnati
IRS990/USAddress/StateAbbreviationCd0OH

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