PLATINUM2023

THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC

Inspire Giving. Fund God's Work.

Orlando, FL   |  www.cfocf.org

Mission

To inspire and increase giving, to prudently invest the resources entrusted to us, and to capably steward those charitable gifts to support the spiritual and corporal needs of the community of the Diocese of Orlando.

Ruling year info

2009

President & CEO

Mrs. Kimberlee Riley

Main address

P.O. Box 4905

Orlando, FL 32802 USA

Show more contact info

EIN

26-0879378

NTEE code info

Fund Raising and/or Fund Distribution (T12)

Economic Development (S30)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Blog

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Supporting the spiritual and corporal needs of the nine-county region of the Diocese of Orlando through: - Guidance for parishes, schools and entities for improving their financial wellness. - Addressing broader community needs such as housing, access to food and healthcare. - Assisting donors with achieving their philanthropic aspirations.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Investment Management

Invest, preserve and grow donor advised, endowment and reserve funds for the Diocese of Orlando, its entities and donors and screen the investments in accordance with USCCB social investing guidelines.

Population(s) Served
Adults
Christians

Improve and increase partnership relationships with value-added support and services that address community needs.

Population(s) Served
Adults

Deepen faith and relationships by engaging with donors' Catholic values and providing enhanced awareness of community needs and philanthropy.

Population(s) Served
Adults

Where we work

Awards

Total Foundation Effort 2018

International Catholic Stewardship Council

Annual Appeal Video 2019

International Catholic Stewardship Council

Annual Appeal Poster 2019

International Catholic Stewardship Council

Total Planned Giving Effort Honorable Mention 2019

International Catholic Stewardship Council

Appeal Brochure Honorable Mention 2019

International Catholic Stewardship Council

Total Planned Giving Effort Honorable Mention 2018

International Catholic Stewardship Council

Total Foundation Effort 2020

International Catholic Stewardship Council

Annual Appeal Video 2020

International Catholic Stewardship Council

Total Planned Giving Effort Honorable Mention 2020

International Catholic Stewardship Council

Corporate & Foundation Engagement Honoree 2021

The Association Of Fundraising Professionals (AFP)

Excellence Award - Total Foundation Effort 2021

International Catholic Stewardship Council

Excellence Award - Total Planned Giving 2021

International Catholic Stewardship Council

Honorable Mention - Total Annual Appeal 2021

International Catholic Stewardship Council

Honorable Mention - Total Foundation Effort 2022

International Catholic Stewardship Council

Excellence Award - Total Planned Giving 2022

International Catholic Stewardship Council

Outstanding Fundraiser - Kimberlee Riley 2022

The Association of Fundraising Professionals (AFP)

Videos

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of donor-advised funds

This metric is no longer tracked.
Totals By Year
Related Program

Investment Management

Type of Metric

Context - describing the issue we work on

Direction of Success

Increasing

Context Notes

We launched Donor Advised Funds in 4Q of 2019.

Total dollar amount of grants awarded

This metric is no longer tracked.
Totals By Year
Related Program

Investment Management

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of endowments

This metric is no longer tracked.
Totals By Year
Related Program

Investment Management

Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Improve and increase partnership experiences with value-added support and services for our diocesan partners.
Deepen faith and relationships by engaging with donors' Catholic values and provide educational opportunities on philanthropy.
Grow and preserve socially screened assets compliant with Catholic values with enhanced giving programs that increase awareness of endowment and reserve funds.
Enhance governance and increase operational effectiveness.

- Adapting events and programs to continue engagement and reach as need it in our post-pandemic times.
- Engage with professionals in the community to lift-up philanthropy in our communities.
- Improve services to address cultural needs and expectations for Hispanic, Haitian-Creole and Vietnamese.
- Board of Directors will update our Strategic Plan which sunsets in our fiscal year 2022 on June 30, 2024.

The Board of Directors continues to diversify to better represent the community we serve. Additionally, through task forces and collaborative efforts our board with our partners is adapting governance and policies to provide the resources to hire staff and investing in systems which will allow us to improve products and services.

Our team brings experience for communications and cultivating relationships as well as understanding the environment we operate in.

Our team also engages in partnerships to leverage resources and maximize outcomes.

Through continuing education our team earns and maintains designations to ensure fiscally sound operations in compliance with GAAP, ethical guidelines for nonprofits as well as create a donor-centric culture.

Team members serve at national levels, staying a breast of current market and industry trends.

- The Board of Directors continues to diversify to better represent the community we serve. Additionally, through task forces and collaborative efforts our board with our partners is adapting governance and policies to provide the resources to hire staff and investing in systems which will allow us to improve products and services.

- Our team brings experience for communications and cultivating relationships as well as understanding the environment we operate in.

- Our team also engages in partnerships to leverage resources and maximize outcomes.

- Through continuing education our team earns and maintains designations to ensure fiscally sound operations in compliance with GAAP, ethical guidelines for nonprofits as well as create a donor-centric culture.

- Team members serve at national levels, staying a breast of current market and industry trends.


What's next:
- Improve the Investor portal and customize our investment report in the new asset management system.
- Continue to add professionals to the Advisory Council to cover the nine-county region with representation.
- Continue to diversify our Board of Directors and Staff.
- Increase DAFs, endowments and reserve funds.
- Launch new diocesan annual appeal with new methodology for post pandemic.
- Manage 3 capital campaigns to support church, renovations, build a new church and to build a school perform art center.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.

  • Who are the people you serve with your mission?

    People of God, Catholic. Non-Catholic people, in 3 counties of Central Florida

  • How is your organization collecting feedback from the people you serve?

    Electronic surveys (by email, tablet, etc.), Focus groups or interviews (by phone or in person), Community meetings/Town halls, Constituent (client or resident, etc.) advisory committees,

  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve,

  • What significant change resulted from feedback?

    Improved the relationship with the understanding of their needs. Adapting out program and Staff with a new position to make the relationship closer and more effective. Take Investment Forum. Adapted the organization structure and positions. Created listening webinars and tours.

  • With whom is the organization sharing feedback?

    The people we serve, Our staff, Our board, Our funders, Our community partners,

  • How has asking for feedback from the people you serve changed your relationship?

    We've engaged in stakeholder surveys since 2018. Our stakeholder's feedback provides direction to our team to ensure effectiveness and guide us in how we can improve our services. Our Strategic Plan of 2022 - 2024 includes a more engaged listening strategy of creating an advisory councils and community circle to advise our team on how to serve better and enhance how we address community needs. We promote different communication channels that allow us to receive feedback from different audiences, understanding that the voice of our communities and our Catholic faith are the key to growing the Kingdom of God in Central Florida.

  • Which of the following feedback practices does your organization routinely carry out?

    We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on demographics (e.g., race, age, gender, etc.), We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded,

  • What challenges does the organization face when collecting feedback?

    We don't have any major challenges to collecting feedback,

Financials

THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC
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Operations

The people, governance practices, and partners that make the organization tick.

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lock

Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

THE CATHOLIC FOUNDATION OF CENTRAL FLORIDA INC

Board of directors
as of 01/26/2023
SOURCE: Self-reported by organization
Board co-chair

Mr. Thomas Chandler

SchenkelShultz

Term: 2019 - 2024


Board co-chair

Mr. Kevin Bowler

Daytona Beverages, Inc

Term: 2021 - 2023

Mrs. Karen Monteleone

University of Central Florida

Mrs. Lori Tolland

Commissioner, Registered Nurse

Very Reverend Ivan Olmo

Vicar Forane & Pastor North Central Deanery-Diocese of Orlando Annunciation, Altamonte Springs

Very Reverend Richard Trout

Vicar Forane & Pastor South Central Deanery - Diocese of Orlando,Corpus Christi, Celebration

Sister Maria Teresa Acosta

Diocese of Orlando

Mr. Kevin Bowler

Daytona Beverages

Mr. David Ramos

David R. Ramos CPA

Mr. Thomas Chandler

SchenkelShultz

Dr. Robert Kryger

Partner, Beck, Kryger Capital Partners LLLP

Mrs. Jessica Cepero Bracero

HomeSchooling Parent, St. Catherine of Siena, Kissimmee

Mrs. Elisha Gonzalez-Bonnewitz

Fairwinds Credit Union

Mr. Randall Scott

Mandex, Inc.

Dr. Erika Wilstrom

Bishop Moore Catholic High School St. Margaret Mary, Winter Park

Mr. Garrett Burke

Merrill Lynch

Very Reverend Tim Labo

Vicar Forane, Pastor and Canonical Administrator, Western Deanery - Diocese of Orlando, St Joseph, Lakeland; St. Joseph, Winter Haven; Resurrection and St Anthony

Very Reverend Matthew Mello

Vicar Forane & Pastor, Eastern Deanery - Diocese of Orlando, Our Lady of Hope

Very Reverend Scott Circe

Vicar Forane & Pastor, Southern Deanery - Diocese of Orlando, Holy Name of Jesus

Very Reverend Ralph DuWell

Vicar Forane & Pastor, Northern Deanery - Diocese of Orlando, St. Timothy

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Organizational demographics

SOURCE: Self-reported; last updated 1/26/2023
info Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Female

Race & ethnicity

Gender identity

 

Sexual orientation

No data

Disability

Equity strategies

Last updated: 02/03/2021

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We review compensation data across the organization (and by staff levels) to identify disparities by race.
  • We ask team members to identify racial disparities in their programs and / or portfolios.
  • We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We disaggregate data by demographics, including race, in every policy and program measured.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We use a vetting process to identify vendors and partners that share our commitment to race equity.
  • We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
  • We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.