2013-05-01T17:03:52-05:00 2012-06-30 810272932 GALUSHA HIGGINS & GALUSHA PC 101 E FRONT STREET 301 MISSOULA MT 59802 990 2011-07-01 237297873 LOYOLA-SACRED HEART HIGH SCHOOL FOUNDATION LOYO 4067282367 300 EDITH MISSOULA MT 59801 LISA VANCANAGAN 4067281800 2013-04-30 1 MICHAEL A FUCHS CPA P00047348 4067281800 2011 2016-03-07 17:11:31Z JUDY GEER 300 EDITH MISSOULA MT 59801 2535613 0 X WWW.FOUNDATION.MISSOULACATHOLICSCHOOLS.ORG X 1960 MT TO ADVANCE THE CAUSE OF CHRISTIAN EDUCATION IN PRIMARY AND SECONDARY SCHOOLS IN MISSOULA COUNTY, MONTANA 12 12 12 400 0 0 187636 299368 0 0 169667 159794 758472 654540 1115775 1113702 0 0 0 0 67762 129999 0 0 0 748420 1229614 816182 1359613 299593 -245911 6273140 6018407 61144 115149 6211996 5903258 SUPPORT AND FUNDRAISING FOR CHRISTIAN EDUCATION IN MISSOULA, MONTANA 0 0 1081454 96102 THE LOYOLA SACRED HEART FOUNDATION EXISTS TO RAISE FUNDS TO PROVIDE TUITION ASSISTANCE TO THE FAMILIES OF MISSOULA CATHOLIC SCHOOLS. THIS MISSION SERVES APPROXIMATELY 520 STUDENTS REPRESENTING APPROXIMATELY 400 FAMILIES. 1081454 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 1 1 12 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 1 1 0 MT X FOUNDATION OFFICE 4067282367 300 EDITH MISSOULA MT 59801 TOM STERGIOS 5.00 X 0 0 0 JOHN GIULIANI 3.00 X 0 0 0 LOGAN MCINNIS 5.00 X 0 0 0 ROB BELL 1.00 X X 0 0 0 BECKY BYRNE 1.00 X X 0 0 0 RALPH EPPARD JR 1.00 X 0 0 0 STACY KENDRICK 3.00 X X 0 0 0 ANGELA HARDY 1.00 X 0 0 0 MICHELLE MCCUE 1.00 X 0 0 0 LAUREN DESCAMPS 3.00 X X 0 0 0 FRAN ALBRECHT 1.00 X 0 0 0 ANDY ANDERSON 1.00 X 0 0 0 JUDY GEER 40.00 X 40020 0 0 JIM REILLY 40.00 X 15574 0 0 55594 0 0 0 0 0 0 0 63700 235668 299368 134354 134354 367263 341823 25440 25440 25440 1638526 1080088 558438 558438 MISCELLANEOUS REVENUE 900099 96102 96102 96102 1113702 96102 0 718232 40020 40020 71917 71917 9568 9568 8494 8494 582 582 1983 1983 26796 26796 14808 14808 157 157 3594 3594 482 482 41214 41214 7100 7100 SCHOLARSHIPS AND SUBSID 1081454 1081454 MATERIALS AND SUPPLIES 15729 15729 PRINTING AND REPRODUCTI 14183 14183 BANK/ CREDIT CARD FEES 7020 7020 14512 14512 1359613 1081454 278159 0 1163452 893715 30110 0 7250 3000 725 100 12404 61031 43745 1849 2319050 574229 1753199 1744821 3210835 3297043 34134 34134 6273140 6018407 61144 41149 74000 61144 115149 X 1502386 1284542 1043239 950795 3666371 3667921 6211996 5903258 6273140 6018407 X -245911 -62827 X 0 0 0 X X 0 0 0 LOYOLA SACRED HEART HIGH SCHOOL 810244544 6 1 1 1 680017 ST JOSEPHS ELEMENTARY 810383163 6 1 1 1 401436 2 1081453 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3666371 95378 48030 110334 31524 3667921 3313858 13475 471892 121540 11314 3666371 3088757 46554 178547 3313858 2990554 98203 211827 211827 3088757 0.15000 0.85000 0 0 800000 800000 1399808 539479 860329 119242 34750 84492 1744821 BROKERAGE ACCOUNTS 2806376 C MYLES FLOOD TRUST FOR LSH 490667 C 3297043 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: 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. SCRIP PROGRAM 840981 840981 838536 BASH 2012 294102 294102 1038 10557 23612 7 503443 503443 206345 1638526 1638526 1038 10557 1068493 1080088 558438 1 LOYOLA SACRED HEART HS 320 EDITH MISSOULA MT 59801 810244544 501(C)(3) 680017 FINANCIAL SUPPORT SAINT JOSEPHS ELEMENTARY 503 EDITH STREET MISSOULA MT 59801 810383163 501(C)(3) 401436 FINANCIAL SUPPORT PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE LOYOLA SACRED HEART FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS OR ASSISTANCE PROVIDED TO THE GRANTEES. THE PURPOSE OF THE LSHF IS TO PROVIDE ASSISTANCE TO SUPPORT CATHOLIC EDUCATION IN MISSOULA, MONTANA. CURRENTLY THE ONLY GRANTEES PROVIDED ASSISTANCE ARE LOYOLA SACRED HEART HIGH SCHOOL AND SAINT JOSEPH ELEMENTARY SCHOOL. THE SAME INDIVIDUAL IS THE CONTROLLER FOR ALL THREE INSTITUTIONS. THE ACCOUNTING MANAGER FOR THE SCHOOLS SUBMITS FUNDING REQUESTS TO THE CONTROLLER AND EXECUTIVE DIRECTOR OF LSHF. THE EXECUTIVE DIRECTOR REVIEWS THE REQUEST AND APPROVES BEFORE FUNDS ARE TRANSFERRED. THE PRESIDENT OF THE SCHOOLS ATTENDS LSHF BOARD MEETINGS AND THE EXECUTIVE DIRECTOR OF LSHF ATTENDS SCHOOL COUNCIL MEETINGS. ALL INSTITUTIONS SHARE FINANCIAL INFORMATION WITH EACH OTHER MONTHLY AND ANNUALLY TO PROVIDE COMPLETE TRANSPARENCY AS TO HOW FUNDS ARE RAISED AND SUBSEQUENTLY DISTRIBUTED AND USED AT THE SCHOOLS. FORM 990, PART VI, SECTION B, LINE 11 PREPARATION AND REVIEW OF THE 990 IS THE RESPONSIBILITY OF THE CONTROLLER. WHEN ISSUED, A COPY OF THE 990 IS PROVIDED TO THE DIRECTORS, AND IS AVAILABLE FOR THEIR REVIEW AT ANY TIME. FORM 990, PART VI, SECTION B, LINE 12C SUPERVISORS ARE EXPECTED TO MONITOR THEIR EMPLOYEES FOR COMPLIANCE AS PART OF THEIR REGULAR JOB DUTIES. FORM 990, PART VI, SECTION B, LINE 15 CEO SUBMITS WAGE RECOMMENDATIONS TO THE BOARD OF DIRECTORS WITH SUPPORTING DOCUMENTATION FOR THEIR REVIEW AND APPROVAL. THE BOARD REVIEWS THE PERFORMANCE OF THE CEO AND DETERMINES THEIR COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE ON FILE AT THE FOUNDATION'S BUSINESS OFFICE AND ARE AVAILABLE FOR INSPECTION UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -62,827.