MISSOULA CATHOLIC SCHOOLS FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MISSOULA CATHOLIC SCHOOLS FOUNDATION (EIN 23-7297873)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-12
- IRS object ID
- 201423169349303492
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T13:09:17-08:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Randall Hensel and Company | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4325 | AddressLine1 |
| City | Missoula | City |
| State | MT | State |
| ZIP Code | 59806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237297873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOYOLA-SACRED HEART HIGH SCHOOL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOYO | BusinessNameControlTxt |
| Phone | 4067282367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EDITH | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59801 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA VANCANAGAN | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 4067282367 | PhoneNum |
| Signature | 2014-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOREN W RANDALL CPA | PreparerPersonNm |
| Phone | 4067285539 | PhoneNum |
| Preparation | 2014-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEREMY BECK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EDITH | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,057,822 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE FINANCIAL SUPPORT FOR CATHOLIC EDUCATION PROVIDED TO STUDENTS ATTENDING SCHOOLS LOCATED IN MISSOULA COUNTY, MONTANA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $536,699 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,346,006 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $160,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $195,471 | CYProgramServiceRevenueAmt |
| PY Investment Income | $104,710 | PYInvestmentIncomeAmt |
| CY Investment Income | $687,509 | CYInvestmentIncomeAmt |
| PY Other Revenue | $449,882 | PYOtherRevenueAmt |
| CY Other Revenue | $426,928 | CYOtherRevenueAmt |
| PY Total Revenue | $1,251,291 | PYTotalRevenueAmt |
| CY Total Revenue | $2,655,914 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $843,203 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $761,130 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $241,855 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $245,411 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $327 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $268,846 | PYOtherExpensesAmt |
| CY Other Expenses | $287,714 | CYOtherExpensesAmt |
| PY Total Expenses | $1,353,904 | PYTotalExpensesAmt |
| CY Total Expenses | $1,294,255 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$102,613 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,361,659 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,322,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,632,151 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $175,603 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $165,045 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,146,986 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,467,106 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE FINANCIAL SUPPORT FOR CATHOLIC EDUCATION PROVIDED TO | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,077,147 | ExpenseAmt |
| Grant | $761,130 | GrantAmt |
| Revenue | $195,471 | RevenueAmt |
| Desc | THE LOYOLA SACRED HEART FOUNDATION EXISTS TO PROVIDE FINANCIAL SUPPORT FOR CATHOLIC EDUCATION PRIVIDED TO STUDENTS ATTENDING SCHOOLS LOCATED IN MISSOULA COUNTY, MONTANA. THE MISSION SERVES APPROXIMATELY 430 STUDENTS REPRESENTING APPROXIMATELY 330 FAMILIES. | Desc |
| Total Program Service Expenses | $1,077,147 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 18 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | false | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA VANCANAGAN | PersonNm |
| Phone | 4067282367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EDITH | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59801 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STACY KENDRICK | ||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDY ANDERSON | ||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RENA HANSEN | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAUREN DESCAMPS | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM STERGIOS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN GIULIANI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RAY HOFFMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROB BELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BECKY BYRNE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RALPH EPPARD JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELA HARDY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE MCCUE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE OPITZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRAN ALBRECHT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEREMY BECK | ||||||
| PRESIDENT | 13 | Yes (X) | $8,540 | |||
| LISA VAN CANAGAN | ||||||
| CFO | 5 | Yes (X) | $9,378 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $17,918 | TotReportableCompRltdOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN INTERSTATE | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7590 DESMET RD | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59808 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION OF LOCKER ROOM | ServicesDesc |
| Compensation | $181,314 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,346,006 | AllOtherContributionsAmt |
| Noncash Contributions | $239,042 | NoncashContributionsAmt |
| Total Contributions | $1,346,006 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt |
|---|---|---|
| SCHOOL ACTIVITY FACILITY | 624100 | $160,500 |
| OTHER INCOME | 900099 | $34,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $195,471 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $687,509 | TotalRevenueColumnAmt |
| Exclusion | $687,509 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $460,005 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $105,093 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $354,912 | TotalRevenueColumnAmt |
| Exclusion | $354,912 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $368,831 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $296,815 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,016 | TotalRevenueColumnAmt |
| Exclusion | $72,016 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,655,914 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $195,471 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,114,437 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,130 | TotalAmt |
| Program Services | $761,130 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,833 | TotalAmt |
| Program Services | $14,096 | ProgramServicesAmt |
| Management And General | $6,737 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,110 | TotalAmt |
| Program Services | $117,529 | ProgramServicesAmt |
| Management And General | $79,581 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $813 | TotalAmt |
| Program Services | $541 | ProgramServicesAmt |
| Management And General | $272 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,655 | TotalAmt |
| Program Services | $17,741 | ProgramServicesAmt |
| Management And General | $8,914 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,900 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $8,900 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,174 | TotalAmt |
| Program Services | $13,174 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,131 | TotalAmt |
| Program Services | $876 | ProgramServicesAmt |
| Management And General | $255 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,337 | TotalAmt |
| Program Services | $29,800 | ProgramServicesAmt |
| Management And General | $16,217 | ManagementAndGeneralAmt |
| Fundraising | $320 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,601 | TotalAmt |
| Program Services | $48,223 | ProgramServicesAmt |
| Management And General | $21,378 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,510 | TotalAmt |
| Program Services | $6,728 | ProgramServicesAmt |
| Management And General | $1,782 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443 | TotalAmt |
| Program Services | $443 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,495 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $43,495 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,843 | TotalAmt |
| Program Services | $5,220 | ProgramServicesAmt |
| Management And General | $2,623 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $71,397 | $47,515 | $23,875 | $7 |
| EQUIPMENT RENTAL | $4,707 | $3,139 | $1,568 | $0 |
| DONATIONS/AWARDS | $3,601 | $2,587 | $1,014 | $0 |
| OUTREACH | $8,073 | $7,903 | $170 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502 | TotalAmt |
| Program Services | $502 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,294,255 | TotalAmt |
| Program Services | $1,077,147 | ProgramServicesAmt |
| Management And General | $216,781 | ManagementAndGeneralAmt |
| Fundraising | $327 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,889 | BOYAmt |
| EOY | $241,155 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $311,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,282 | BOYAmt |
| EOY | $1,200 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,068 | BOYAmt |
| EOY | $490 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280 | BOYAmt |
| EOY | $5,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,604,376 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $640,913 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,813,119 | BOYAmt |
| EOY | $1,963,463 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,184,731 | BOYAmt |
| EOY | $4,765,001 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,220 | BOYAmt |
| EOY | $344,842 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,322,589 | BOYAmt |
| EOY | $7,632,151 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,603 | BOYAmt |
| EOY | $8,385 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,000 | BOYAmt |
| EOY | $156,660 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,603 | BOYAmt |
| EOY | $165,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,188,120 | BOYAmt |
| EOY | $1,316,524 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,642,519 | BOYAmt |
| EOY | $2,454,506 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,316,347 | BOYAmt |
| EOY | $3,696,076 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,146,986 | BOYAmt |
| EOY | $7,467,106 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,322,589 | BOYAmt |
| EOY | $7,632,151 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,361,659 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$41,539 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | Supported Org NotifiedSupportedOrgNotifiedInd | US OrganizedUSOrganizedInd | SupportSupportAmt |
|---|---|---|---|---|---|
| LOYOLA SACRED HEART | |||||
| 810244544 | SEC 170(b)(1)(A)(ii) | Yes (true) | Yes (true) | Yes (true) | $423,859 |
| ST JOSEPHS ELEMENTARY | |||||
| 810383163 | SEC 170(b)(1)(A)(ii) | Yes (true) | Yes (true) | Yes (true) | $321,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $745,571 | SupportSumAmt |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,950,599 | BeginningYearBalanceAmt |
| Contributions | $379,729 | ContributionsAmt |
| Investment Earnings Or Losses | $561,293 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $166,545 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,838 | AdministrativeExpensesAmt |
| End Year Balance | $4,721,238 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,667,921 | BeginningYearBalanceAmt |
| Contributions | $31,080 | ContributionsAmt |
| Investment Earnings Or Losses | $429,902 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $158,491 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $19,813 | AdministrativeExpensesAmt |
| End Year Balance | $3,950,599 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,666,371 | BeginningYearBalanceAmt |
| Contributions | $95,378 | ContributionsAmt |
| Investment Earnings Or Losses | $48,030 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $110,334 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $31,524 | AdministrativeExpensesAmt |
| End Year Balance | $3,667,921 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,313,858 | BeginningYearBalanceAmt |
| Contributions | $13,475 | ContributionsAmt |
| Investment Earnings Or Losses | $471,892 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $121,540 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $11,314 | AdministrativeExpensesAmt |
| End Year Balance | $3,666,371 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,088,757 | BeginningYearBalanceAmt |
| Contributions | $46,554 | ContributionsAmt |
| Investment Earnings Or Losses | $178,547 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,313,858 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.78280 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21720 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $800,000 | OtherCostOrOtherBasisAmt |
| Book Value | $800,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,690,789 | OtherCostOrOtherBasisAmt |
| Depreciation | $619,340 | DepreciationAmt |
| Book Value | $1,071,449 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $113,587 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,573 | DepreciationAmt |
| Book Value | $92,014 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,963,463 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH VALUE OF LIFE INSURANCE POLICIES | $33,304 |
| CONSTRUCTION IN PROGRESS | $31,803 |
| BENEFICIAL INTEREST IN TRUST | $57,647 |
| ENDOWMENT CONSTRUCTION IN PROGRESS | $222,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $344,842 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt V Line 4 | FormAndLineReferenceDesc |
| Explanation | USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE SPECIFIED BY THE DONEE. THEY INCLUDE TUITION ASSISTANCE FOR NEEDY STUDENTS ATTENDING CATHOLIC SCHOOLS IN MISSOULA, MT. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BASH | NameOfEvent1Amt |
| Gross Receipts Event1 | $341,590 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $341,590 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $10,371 | CashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $74,483 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | JOGATHON | NameOfEvent2Amt |
| Gross Receipts Event2 | $49,911 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $49,911 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $3,308 | CashPrizesEvent2Amt |
| Other Direct Expenses Event2 | $334 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $68,504 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $68,504 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,597 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $460,005 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $460,005 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $13,679 | CashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $91,414 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $105,093 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $354,912 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| LOYOLA SACRED HEART HS | |||||||
| 320 EDITH STREET | MISSOULA | MT | 59801 | 810244544 | 501(C)(3) | $423,859 | FINANCIAL SUPPORT |
| SAINT JOSEPHS ELEMENTARY | |||||||
| 503 EDITH STREET | MISSOULA | MT | 59801 | 810383163 | 501(C)(3) | $321,712 | FINANCIAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 2 | THE LOYOLA SACRED HEART FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNTS OF GRANTS |
| Pt I Line 2 | OR ASSISTANCE PROVIDED TO THE GRANTEES. THE PURPOSE OF THE LSHF IS TO PROVIDE FINANCIAL |
| Pt I Line 2 | SUPPORT FOR CATHOLIC EDUCATION TO STUDENTS IN MISSOULA, MONTANA. CURRENTLY, THE ONLY GRANTEES PROVIDED |
| Pt I Line 2 | ASSISTANCE ARE LOYOLA SACRED HEART HIGH SCHOOL AND SAINT JOSEPH ELEMENTARY SCHOOL. THE SAME INDIVIDUAL |
| Pt I Line 2 | IS THE CONTROLLER FOR ALL THREE INSTITUTIONS. THE ACCOUNTING MANAGER FOR THE SCHOOLS |
| Pt I Line 2 | SUBMITS FUNDING REQUESTS TO THE CONTROLLER AND EXECUTIVE DIRECTOR OF LSHF. THE EXECUTIVE |
| Pt I Line 2 | DIRECTOR REVIEWS THE REQUEST AND APPROVES BEFORE FUNDS ARE TRANSFERRED. THE PRESIDENT OF THE SCHOOLS |
| Pt I Line 2 | ATTENDS LSHF BOARD MEETINGS AND THE EXECUTIVE DIRECTOR OF LSHF ATTENDS SCHOOL COUNCIL |
| Pt I Line 2 | MEETINGS. ALL INSTITUTIONS SHARE FINANCIAL INFORMATION WITH EACH OTHER MONTHLY |
| Pt I Line 2 | AND ANNUALLY TO PROVIDE COMPLETE TRANSPARENCY AS TO HOW FUNDS ARE RAISED AND SUBSEQUENTLY |
| Pt I Line 2 | DISTRIBUTED AND USED AT THE SCHOOLS. |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $239,042 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | PREPARATION AND REVIEW OF THE 990 IS THE RESPONSBILITY OF |
| Pt VI, Line 11b | THE CONTROLLER. WHEN ISSUED, A COPY OF THE 990 IS PROVIDED TO |
| Pt VI, Line 11b | THE DIRECTORS, AND IS AVAILABLE FOR THEIR REVIEW AT ANY TIME. |
| Pt VI, Line 12c | SUPERVISORS ARE EXPECTED TO MONITOR THEIR EMPLOYEES FOR |
| Pt VI, Line 12c | COMPLIANCE AS PART OF THEIR REGULAR JOB DUTIES. |
| Pt VI, Line 15a | CEO SUBMITS WAGE RECOMMENDTIONS TO THE BOARD OF DIRECTORS |
| Pt VI, Line 15b | WITH SUPPORTING DOCUMENTATION FOR THEIR REVIEW AND APPROVAL. |
| Pt VI, Line 15b | THE BOARD REVIEWS THE PERFORMANCE OF THE CEO AND DETERMINES |
| Pt VI, Line 15b | THEIR COMPENSATION. |
| Pt VI, Line 19 | THE DOCUMENTS ARE ON FILE AT THE FOUNDATION'S BUSINESS OFFICE |
| Pt VI, Line 19 | AND ARE AVAILABLE FOR INSPECTION UPON REQUEST. |