Organizations Filed Purposes:
Encourage selfless stewardship, safeguard and promote accountability of the gifts entrusted to our care, and engage donors in support of the spiritual, educational and social needs of our community.
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.
Community Services: We provide management and consulting services for diocesan parishes, schools, and entities to improve financial wellness. Our offertory enhancement initiative supports parishes with securing the resources they need through a spiritually-based program focused on stewardship and discipleship. We provide feasibility studies and capital campaigns at the local and diocesan levels to address large-scale projects. Our expert staff support clergy and lay leadership in determining capacity, defining the case and engaging the faithful in meeting critical facility and ministry needs. We manage and support each parish and school with the annual diocesan campaign, which funds chancery services and diocesan programs and ministries. We provide consulting and training services to clergy and lay leadership on evidence-based practices for communications, fundraising, and donor relations to address the needs of ministry and the community.
Donor Services: We support individuals and families with achieving their philanthropic goals of benefiting our diocesan and broader community. The professional staff provides educational services to both clergy and lay leadership as well as donors throughout the Diocese on stewardship, charitable giving vehicles, and legacy planning. We provide administrative services for processing of gifts and resources received via planned and legacy giving, donor advised fund giving, and individual and family philanthropy.
Investment and Endowment Management: Endowed funds provide a permanent source of recurring revenue that supports the work of the Church in perpetuity. Reserve and donor advised funds provide sources of revenue for current and intermediate needs for improving the quality of life in our community. We provide a professionally managed best-of-class investment and endowment program, which is fully compliant with US Conference of Catholic Bishops social value screening guidelines along with maximized returns and competitive fees. Our funds provide donors the opportunity to achieve their philanthropic goals to benefit and meet the needs of our community including tuition assistance, services for vulnerable populations, ministry growth, retired priests, and seminarians.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Kimberlee Riley | President | 40 | $133,523 |
| Susan Hunt | V.P. and CFO | 40 | $97,596 |
| Fr Stephen Parkes | Director (ended 10/2019) | 1 | $0 |
| Eric Holm | Director (ended 10/2019) | 1 | $0 |
| David Ramos | Director (began 05/2020) | 1 | $0 |
| David Dennis | Director (began 02/2020) | 1 | $0 |
| Fr Ivan Olmo | Director | 1 | $0 |
| Sr Maria Teresa Acosta | Director | 1 | $0 |
| Fr John Giel | Director | 1 | $0 |
| Fr Richard Trout | Director | 1 | $0 |
| Steve Zepf | Director | 1 | $0 |
| Ron Henkelman | Director | 1 | $0 |
| Rick Strube | Director | 1 | $0 |
| Lori Tolland | Director | 1 | $0 |
| Kevin Bowler | Director | 1 | $0 |
| Jim Croson | Director | 1 | $0 |
| Allan Keen | Director | 1 | $0 |
| Victor Zollo Jr | Director | 1 | $0 |
| Orlando Evora | Director | 1 | $0 |
| Karen Monteleone | Vice-Chair/Director | 1 | $0 |
| John Kancilia | Treasurer/Director | 1.5 | $0 |
| Tom Chandler | Chair/Director | 2.5 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202033579349300028_public.xml