Catholic Education Foundation
12615 Parallel Parkway
Kansas City KS 66109-3718
CEF School of Excellence students meeting Archbishop Naumann

Web and Phone Contact
Telephone (913) 647-0344
Mission Statement
The Catholic Education Foundation provides children living in poverty with scholarships to attend Catholic schools in the Archdiocese of Kansas City in Kansas.
Leadership
CEO/Executive Director
Board Chair Mr. Terry Sexton
Board Chair Company Affiliation Shook Hardy Bacon, LLP
History and Background
Year of Incorporation 1997
Former Names
Gardner Fund
Gardner Institute Schools of KCK
The Gardner Institute
Financial Summary
Revenue Expense Area Graph

Comparing revenue to expenses shows how the organizations finances fluctuate over time.

Source: IRS Form 990

 Breakdown
Net Gain/Loss:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.
Statements
Mission Statement The Catholic Education Foundation provides children living in poverty with scholarships to attend Catholic schools in the Archdiocese of Kansas City in Kansas.
Background Statement
It became apparent to Archdiocesan and educational administration in 1997 that the Wyandotte County and rural Catholic schools were in desperate need of help if they were to continue providing quality faith-based, college-preparatory education. To respond to the needs of these schools, a group of business and community leaders collaborated to form the Catholic Education Foundation. Seed money from a small trust was established by Rev. Monsignor Henry Gardner, the first superintendent of the Archdiocese. Msgr. Gardner was passionately committed to Catholic education, having great compassion for families who could not afford the cost of tuition. Honoring this legacy today, CEF invests over $1 million annually back into quality, college-preparatory education. Today, CEF is laser-focused on providing scholarships to children living in poverty who seek an education at a Catholic school.
 
It is NOT a requirement to be Catholic to attend any Catholic school in the Archdiocese of Kansas City; CEF does not discriminate in its scholarship awards by religion, gender, national origin, or language spoken in the home. The criteria for scholarship awards are based upon family income (need) and attendance at a CEF-sponsored school; determinations are made by the respective school's principal, supported by the Superintendent of Schools.
 
These scholarships are the boost needed by families living in poverty to be able to achieve the dream of educating their children which is their primary ticket out of poverty.
Impact Statement
The Catholic Education Foundation’s top 3 accomplishments of the past year include: 
  1. Distributing more than $1.3 million in scholarship funds (a record level of distributions); 
  2. Providing, via those scholarships, a high quality, Catholic education for 1,402 students living in poverty; and
  3. Increasing the amount of scholarship funds available for the ninth year in a row.
 
CEF’s goals for the upcoming year include: 
  1. Distributing more than $1.4 million in scholarship funds;
  2. Providing scholarships for approximately 1,500 students living in poverty, allowing them access to a high quality, Catholic education; and
  3. Identifying resources to help serve the 454 students still awaiting scholarship assistance that will allow them in enroll in a Catholic school.
Needs Statement
  1. Scholarship funding to serve the approximately 1,500 students receiving CEF assistance this year (average cost is $939 per scholarship).
  2. Additional scholarship funding to serve the 454 students currently awaiting scholarship assistance to enroll in a Catholic school ($426,306 is needed, the average cost is $939 per scholarship).
  3. Public understanding of how improving educational outcomes decreases poverty, leading to improved quality of life for all citizens in a community.
  4. Volunteers who are passionate about improving educational opportunities for low-income children to serve on CEF’s committees and Board.
  5. Young professional volunteers who are passionate about CEF's mission to serve on the CEF Futures Leadership Council
Service Categories
Scholarships & Student Financial Aid
Primary & Elementary Schools
Roman Catholic
Areas of Service
KS
KS - Wyandotte County
KS - Johnson County
KS - Wyandotte County Urban Core
KS - Atchison County
CEO/Executive Director/Board Chair Statement
As the chairman of the CEF board, I am energized by the positive direction of our Foundation. Our active board is growing, our staff is small but supremely qualified, and our donors are utterly dedicated to our mission to provide a quality, faith-based education for children regardless of income limitations, race, nationality, or religion. The Foundation's philosophy is that ALL children who seek a Catholic college preparatory education (one that offers both academic excellence AND faith) should be given that opportunity. Our challenges are the high rates of poverty in eastern Kansas, and extremely limited financial resources upon which to draw. These challenges are being met by the ongoing generosity of individuals and corporations, both within and beyond Kansas and the Greater Kansas City area, who heed the call to share their material blessings with their neighbors. We invite you to join us in this mission to serve. All are welcome.
Programs
Description

CEF provides scholarships (tuition assistance) for low-income students to attend CEF-designated schools in northeastern Kansas . An approved school (one that has at least 15% of students qualifying for the federal Free/Reduced Lunch Program) will disperse scholarship funds appropriately to qualifying families. IT IS NOT NECESSARY TO BE CATHOLIC TO QUALIFY FOR SCHOLARSHIP ASSISTANCE TO A CEF-SPONSORED SCHOOL. Qualification process includes eligibility for the federal Free and Reduced Lunch Program. This certification is done at the local school level and reported to CEF. The Superintendent of Schools is a part of the consultative process.

Program Budget $1,505,097.00
Category Education, General/Other Student Financial Aid
Population Served Children and Youth (0 - 19 years), ,
Program is linked to organization's mssion Yes
Program Frequently Assessed Yes
Short-Term Success
The short-term goals are for children to achieve an academic grounding in a faith-based atmosphere, thereby enabling them to continue on a successful educational and spiritual path, and ultimately become positively contributing members of their community. The quantifiable success measurements are that:
  1. 100% of CEF students complete 8thgrade, and
  2. More than 98% of CEF students graduate from high school.
These data are collected by administrators at the CEF schools.
Long-Term Success

The ultimate goal for the CEF scholarship program is to help break the cycle of poverty by providing a high quality, college preparatory education for low-income children. Through improved educational outcomes, these children will be far more likely to complete high school, attend college, and have opportunities for higher-paying employment. The long-term goal is that more than 90% of CEF students will attend college, compared to 33% of their peers attending the neighborhood school. Estimated college attendance rates for the neighborhood schools are based on data from the Kansas State Department of Education; CEF student college attendance rates are gathered by administrators at the CEF schools.

Program Success Monitored By

CEF tracks the 8th grade graduation rates, high school graduation rates and college enrollment rates of its students through data provided by the administrators at the CEF schools. CEF compares this data with the graduation and college enrollment rates of nearby neighborhood schools, as provided by reports from the Kansas State Department of Education.

Examples of Program Success

Currently, 100% of CEF students graduate from 8th grade and 98.7% graduate from CEF’s high school, compared to 70% of students at the neighborhood high school just three blocks away. In addition, 98% enroll in college, compared to 33% of from the nearby neighborhood high school. Success of the inner-city Catholic schools would not be possible without the generous support of private individuals, foundations, and corporations within northeastern Kansas.

Description

In 2014, the Kansas Legislature introduced the Tax Credit for Low-Income Students Scholarship Program (HB2506). This program provides low-income families the opportunity to choose a private education that they might not otherwise be able to afford. The Catholic Education Foundation (CEF) is a registered Scholarship Granting Organization (SGO), serving the Catholic Schools within the Archdiocese of Kansas City in Kansas (separate from the traditional CEF scholarship program). CEF administers educational scholarships to qualified low-income students to cover a portion of the costs for tuition, fees, and expenses. Eligible donors can contribute to a registered SGO and in turn receive a Kansas tax credit for their contributions.

Program Budget $824,240.00
Category Education, General/Other Elementary & Secondary Education
Population Served K-12 (5-19 years), ,
Program is linked to organization's mssion Yes
Program Frequently Assessed Yes
Short-Term Success

The short-term goals are to provide families living in poverty with educational options that may not be available to them otherwise, and to provide children with a high-quality education.

Long-Term Success

The ultimate goal of our participation in the Kansas Tax Credit Scholarship Program is to provide financial assistance to qualified low-income families so they have access to educational choice. CEF’s mission is to help break the cycle of poverty by providing a high-quality Catholic education to families in need. By doing so, students will be more likely to graduate from high school, pursue post-secondary education, obtain higher-paying employment, and pursue civic engagement opportunities.

Program Success Monitored By

The CEF Tax Credit Office collects and analyzes the data for all eligible students participating in the program on a yearly basis, including student retention and progress. The CEF Tax Credit staff meets with school administrators on a regular basis and interviews participating families each school year. The Tax Credit Office must also comply with all the program requirements, as outlined by the legislative mandates. CEF monitors the graduation and college enrollment rates of nearby neighborhood schools, as provided by reports from the Kansas State Department of Education.

Examples of Program Success

To date, the Tax Credit Scholarship program has a high retention rate for participating students (this includes students who’ve relocated/moved out of the area). We’ve seen an increase in the demand for this program since 2015. Each school year, we have a waitlist of new families seeking this scholarship opportunity. We receive regular thank you letters from our families detailing the positive impact of this scholarship for their child and the possibility of a bright future.

CEO Comments

The programs we provide offer opportunity; opportunity for ANY child to receive a faith-based, quality academic education in the Archdiocese of Kansas City in Kansas; opportunity, through education, to break the familial cycle of poverty; opportunity to benefit individuals, families, and entire communities. CEF understands that the opportunity for a high-quality, college preparatory, faith-based education is the greatest chance these children will have for self-sufficiency, independence, and a future built on hope.

Executive Director/CEO
Experience


Co-CEO/Executive Director
Term Start 0
Compensation Last Year
Former CEOs
NameTerm
Mr. Michael Morrisey Apr 2007 - Oct
Mr. Blake Mulvany Feb 2005 - July 2006
Senior Staff
Title Director of Tax Credits
Title Grants & Social Media Manager
Title Director of Special Events and Development
Staff
Paid Full-Time Staff 3
Paid Part-Time Staff 2
Volunteers 211
Paid Contractors 0
Retention Rate 66%
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
Non-Management Formal Evaluation Yes
Non-Management Formal Evaluation Frequency Annually
Plans & Policies
Organization Has a Fundraising Plan Yes
Organization Has a Strategic Plan Yes
Management Succession Plan Yes
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Collaborations

CEF works closely with and under the fiduciary supervision of the Archdiocese of Kansas City in Kansas. We have regular contact with the Superintendent of Schools’ office and the Archbishop's office.

Awards
Award/RecognitionOrganizationYear
Recognized by Alma Powell as a Promise SiteAmerica's Promise2003
Recognition award to Katie Wendel, Gardner Institute Art TeacherKansas City Arts Partners2005
Blake Mulvany, CEO, inducted into Hall of FameKansas State High School Activities Assoc.2005
Academic excellence awardsState of Kansas2011
Government Licenses
Is your organization licensed by the government? No
CEO Comments

Thanks to a diversified funding stream with multiple revenue sources, CEF has been able to increase its scholarship awards each year for the past 10 years. This year, CEF will provide nearly $1.5 million in scholarships for approximately 1,400 students at 22 schools. Despite this success, there are another 454 students still out of our reach. These are students who would like to attend a CEF school but cannot afford to do so without scholarship support. CEF and its Board of Directors are working hard to close that gap, thereby making Catholic education accessible to all who seek it, without regard to their financial circumstances.

Board Chair
Board Chair Mr. Terry Sexton
Company Affiliation Shook Hardy Bacon, LLP
Term July 2017 to June 2019
Board Members
NameAffiliation
Mrs. Joan Charbonneau Perfect Promotions
Mrs. Stephanie Goodenow Stephanie Goodenow LLC
Mr. Chris Greco Symantec
Mr. Johnny Hart Apple
Mr. Jeff Jaworski Triune Financial Partners
Mr. John Kmetz BKD
Mrs. Lesle Knop ex officioCatholic Foundation of Northeast Kansas, Archdiocese of Kansas City in Kansas
Mr. Todd Koca CrownSource, LLC
Mr. Mike Kuckelman Kuckelman Torline Kirkland
Mrs. Susan Lally St. Michael the Archangel Catholic Parish
Dr. Pat Lillis Overland Park Dental Design
Mr. Scott Loewen C2FO
Mrs. Denise Mills LeaderFuel Now
Archbishop Joseph F. Naumann ex officioArchdiocese, Kansas City in Kansas
Mr. Brad Newcomer DH Pace
Mr. John O'Connor American Century
Dr. Kathy O'Hara Superintendent of Catholic Schools - Archdiocese of Kansas City in Kansas
Mr. Mark Radetic Marks Nelson Vohland Radetic LLC
Mr. Tim Rosa Titan Built, LLC
Mrs. Elizabeth Samples Husch Blackwell
Fr. Brian Schieber St. Michael the Archangel Catholic Parish
Mr. Jon Schnieders Compass Minerals International
Mr. Terry Sexton Shook Hardy & Bacon LLP
Mrs. Vicki Shepherd Guidant Group
Mr. Jake Sorenson Aerotek
Mr. Derek Teeter Husch Blackwell LLP
Mrs. Carol Martin Tracy SFS Architecture
Mrs. Zena Weist Catholic Charities of Northeast Kansas
Ms. Joan Wells The Wellington Group
Fr. Mitchel Zimmerman St. Lawrence Catholic Campus Center
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 29
Hispanic/Latino 0
Native American/American Indian 0
Other 0
Board Demographics - Gender
Male 19
Female 10
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 74%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Under Development
Percentage Making Monetary Contributions 100%
Percentage Making In-Kind Contributions 100%
Constituency Includes Client Representation No
Number of Full Board Meetings Annually 4
Standing Committees
Finance
Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala)
Marketing
Executive
Scholarship
CEO Comments

CEF is incorporated and has published bylaws. The Foundation has an active and strong board comprised of highly respected members of the greater Kansas City community. As a "working board," it is involved in all aspects of governance and provides excellent direction and focus. Many of the Board members give time to other non-profit organizations as well. Most of the Board members are community leaders dedicated to ensuring that all people are treated fairly and equally regardless of religious, ethnic, gender, age or economic status. The CEF board is a financially-contributing Board; each Board member financially supports the organization in addition to providing managerial oversight. Board members make a financial commitment when they agree to serve, further demonstrating their support of the mission and goals of the organization and sending the message that they are strongly committed.

Financials
Fiscal Year Start July 01, 2017
Fiscal Year End June 30, 2018
Projected Revenue $2,239,669
Projected Expenses $2,239,669
Endowment Value $4,511,974
Spending Policy Income Only
Percentage 0
Foundation Comments
  • FYE 6/30/2016, 2015, 2014: Financial data reported using the organization's audited financial statements.
  • Foundations/corporate revenue line item may include contributions from individuals.
Detailed Financials
 
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
$1,431,421$694,312$613,070
Government Contributions$0$0$0
Federal$0$0$0
State$0$0$0
Local$0$0$0
Unspecified$0$0$0
Individual Contributions$0$0$0
$0$0$0
$130,451$115,994$101,799
Investment Income, Net of Losses($19,781)($23,193)$435,426
Membership Dues$0$0$0
Special Events$982,847$947,338$795,742
Revenue In-Kind$0$0$0
Other$0$0$0
Expense Allocation
Fiscal Year201620152014
Program Expense$1,551,597$1,251,215$1,140,356
Administration Expense$435,294$295,090$266,901
Fundraising Expense$45,469$43,203$42,755
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.241.091.34
Program Expense/Total Expenses76%79%79%
Fundraising Expense/Contributed Revenue2%3%3%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$6,739,393$6,100,327$5,977,084
Current Assets$2,310,751$1,452,826$1,175,990
Long-Term Liabilities$0$0$0
Current Liabilities$192,698$46,210$67,910
Total Net Assets$6,546,695$6,054,117$5,909,174
Short-Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities11.9931.4417.32
Long-Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Top Funding Sources
Fiscal Year201620152014
Top Funding Source & Dollar Amount -- -- --
Second Highest Funding Source & Dollar Amount -- -- --
Third Highest Funding Source & Dollar Amount -- -- --
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years No
Organization Comments

CEF has 14 annual revenue streams, including support from private donors, corporations and foundations, the Archdiocese of Kansas City in Kansas, and customized appeal campaigns. CEF also receives support through an annual scholarship drive that includes direct mail advertising to increase the donor base and an annual Awards Dinner with more than 1,400 attendees each year. In addition, CEF has an established endowment fund, and continues to build  an additional scholarship fund to support more scholarship allocations throughout the coming years. These diverse funding streams and strategic positioning ensure a healthy foundation for the long term. As a result, CEF has been able to increase its scholarship awards for each of the past ten years, and looks forward to continued opportunities to serve more children in need and further strengthen the local community.

Organization Name Catholic Education Foundation
Address 12615 Parallel Parkway
Kansas City, KS 661093718
Primary Phone (913) 647-0344
Contact Email mmorrisey@archkck.org
Board Chair Mr. Terry Sexton
Board Chair Company Affiliation Shook Hardy Bacon, LLP
Year of Incorporation 1997
Former Names
Gardner Fund
Gardner Institute Schools of KCK
The Gardner Institute