CATHOLIC LEADERSHIP INSTITUTE

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

DANIEL CELLUCCI

Phone

6103631315

Tax Period

2024-07-01 to 2025-06-30

CATHOLIC LEADERSHIP INSTITUTE, founded in 1991, is a mid-sized nonprofit in the Religion sector that reported $17.5M in total revenue in fiscal year 2024. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.5M, a strong 31% operating margin.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $4,617,928 Revenue: $781,703

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...

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.

Program 2

Expenses: $2,723,658 Revenue: $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...

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.

Program 3

Expenses: $497,633 Revenue: $128,433

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $16,423,032

Program Service Revenue $912,836

Investment Income $663,910

Other Revenue $-539,211

TOTAL REVENUE $17,460,567

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,666,785

Fundraising Expenses $2,693,533

Program Expenses $8,148,409

Other Expenses $5,012,327

TOTAL EXPENSES $12,000,572

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,460,567	$10,493,336	+0.7%
Expenses	$12,000,572	$10,519,049	+0.1%
Net Income	$5,459,995	$-25,713	-213.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$856,421

Total Directors

$604,931

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL CELLUCCI	PRES. & CEO(FRM 5/25);CEO(TO 4/25)	40.00	Officer Director	$395,679	$23,876	$419,555
CHAD PEDDICORD	VP OF MISSION ADVANCEMENT	40.00	Highest	$259,453	$19,273	$278,726
MICHAEL SCHOOL	COO (FRM 1/25);EXEC. VP (TO 12/24)	40.00	Officer	$215,147	$8,174	$223,321
SAMUEL MAZZARELLI	VP INNOVATION & DEV.(TO 1/25)	40.00	Highest	$184,267	$14,084	$198,351
TIMOTHY C FLANAGAN	FOUNDER AND BOARD MEMBER	30.00	Director	$179,454	$5,922	$185,376
REBECCA REILLEY	ASSOCIATE VP OF MISSION ADVANCEMENT	40.00	Highest	$175,188	$904	$176,092
XIMENA DEBROECK	LEADERSHIP CONSULTANT	40.00	Highest	$169,108	$155	$169,263
JAY AUSTIN	VP FIN (TO 11/24)	40.00	Officer	$110,745	$15,255	$126,000
ANA THOMPSON	CFO (FRM 01/25)	40.00	Officer	$0	$0	$0
RICHARD CLARK	CHAIR. (TO 5/25)	0.50	Officer Director	$0	$0	$0
DREW PELOUBET	CHAIR.(FRM 5/25);V.CHAIR (TO 4/25)	0.50	Officer Director	$0	$0	$0
MARTHA ORTIZ	BOD(FRM 02/25);V.CHAIR.(FRM 5/25);TREAS.	0.50	Officer Director	$0	$0	$0
EMILY SCAROLA	SECRETARY	40.00	Officer	$79,909	$7,636	$87,545
JOHN CORCORAN	BOARD MEMBER	0.50	Director	$0	$0	$0
JAMES D DELANEY	BOARD MEMBER	0.50	Director	$0	$0	$0
WARD FITZGERALD	BOARD MEMBER	0.50	Director	$0	$0	$0
PAMELA GIGANTI-BUNGE	BOARD MEMBER	0.50	Director	$0	$0	$0
LAWRENCE L GRYPP	BOARD MEMBER	0.50	Director	$0	$0	$0
KATHRYN TINDAL MARTINEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
LORI MIREK	BOARD MEMBER	0.50	Director	$0	$0	$0
WILLIAM OROSZ	BOARD MEMBER	0.50	Director	$0	$0	$0
TIM RISTOFF	BOARD MEMBER (FRM 5/25)	0.50	Director	$0	$0	$0
JOE ROSE	BOARD MEMBER (FRM 5/25)	0.50	Director	$0	$0	$0
ARNOLD C SCHNEIDER	BOARD MEMBER	0.50	Director	$0	$0	$0
RANDALL SNAPP	BOARD MEMBER (FRM 5/25)	0.50	Director	$0	$0	$0
DOUGLAS STEPHEN	BOARD MEMBER	0.50	Director	$0	$0	$0
ANDREW TALLEY	BOARD MEMBER	0.50	Director	$0	$0	$0
MIKE VLASIC	BOARD MEMBER (FRM 5/25)	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$17,460,567	$12,000,572	$28,915,633	$5,459,995
2024	$10,493,336	$10,519,049	$22,912,374	$-25,713
2023	$9,166,067	$8,256,213	$22,619,412	$909,854
2023	$9,166,067	$8,256,213	$22,619,412	$909,854
2022	$8,205,889	$5,381,908	$22,337,149	$2,823,981
2021	$9,770,635	$4,000,530	$18,352,196	$5,770,105
2020	$10,711,860	$4,614,461	$13,060,639	$6,097,399
2019	$5,676,700	$4,073,948	$6,454,358	$1,602,752
2018	$4,761,957	$3,956,732	$4,685,549	$805,225