MISSOULA CATHOLIC SCHOOLS FOUNDATION: Form 990, tax year 2009
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- Organization
- MISSOULA CATHOLIC SCHOOLS FOUNDATION (EIN 23-7297873)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201111369349301756
- Schema version
- 2009v1.7
- 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) |
|---|---|---|
| Timestamp | 2011-05-16T08:33:21-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Galusha Higgins & Galusha PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 E Front Street 301 | AddressLine1 |
| City | Missoula | City |
| State | MT | State |
| ZIP Code | 59802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237297873 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOYOLA-SACRED HEART HIGH SCHOOL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOYO | NameControl |
| Phone | 4067282367 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 EDITH | AddressLine1 |
| City | MISSOULA | City |
| State | MT | State |
| ZIP Code | 59801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIRK CLONINGER | Name |
| Title | Controller | Title |
| Phone | 4067281800 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael A Fuchs CPA | Name |
| Phone | 4067281800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Judy Geer | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 3578182 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.lshfoundation.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE THE CAUSE OF CHRISTIAN EDUCATION IN PRIMARY AND SECONDARY SCHOOLS IN MISSOULA COUNTY, MONTANA | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 203529 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 362744 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 40605 | InvestmentIncomePriorYear |
| Investment Income Current Year | 139974 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 729395 | OtherRevenuePriorYear |
| Other Revenue Current Year | 570514 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 973529 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1073232 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 103642 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 70979 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 76638 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 849412 | OtherExpensePriorYear |
| Other Expenses Current Year | 795197 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 953054 | TotalExpensesPriorYear |
| Total Expenses Current Year | 866176 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 20475 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 207056 | RevenuesLessExpensesCY |
| Total Assets BOY | 6010390 | TotalAssetsBOY |
| Total Assets EOY | 6397774 | TotalAssetsEOY |
| Total Liabilities BOY | 884535 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 950088 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5125855 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5447686 | NetAssetsOrFundBalancesEOY |
| Mission Description | Support and Fundraising for Christian Education in Missoula, Montana | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 625547 | Expense |
| Revenue | 34392 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 625547 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 13 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION OFFICE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4067282367 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| TOM STERGIOS | ||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| JOHN GIULIANI | ||||||
| Past President | 3.00 | X | X | 0 | 0 | 0 |
| Vicki Lincoln | ||||||
| Vice-president | 5.00 | X | X | 0 | 0 | 0 |
| BEN CORY | ||||||
| Treasurer | 5.00 | X | X | 0 | 0 | 0 |
| LOGAN MCINNIS | ||||||
| Secretary | 5.00 | X | X | 0 | 0 | 0 |
| Rob Bell | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Trish Optiz | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| Lauren Descamps | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| DAN ERMATINGER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Ralph Eppard Jr | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Stacy Kendrick | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| Judy Geer | ||||||
| Executive Director | 40.00 | X | 40007 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 40007 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 25717 | FundraisingEvents |
| All Other Contributions | 337027 | AllOtherContributions |
| Total Contributions | 362744 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 105582 | TotalRevenueColumn |
| Exclusion | $105,582 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 284351 | Securities |
| Other | 270000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 294392 | Securities |
| Other | 225567 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -10041 | Securities |
| Other | 44433 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34392 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34392 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 2555505 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 25717 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 1984991 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 570514 | TotalRevenueColumn |
| Exclusion | $570,514 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1073232 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34392 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $676,096 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40007 | Total |
| Management And General | 40007 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21527 | Total |
| Management And General | 21527 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2000 | Total |
| Management And General | 2000 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2989 | Total |
| Management And General | 2989 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4456 | Total |
| Management And General | 4456 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 978 | Total |
| Management And General | 978 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21530 | Total |
| Program Services | 21530 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17185 | Total |
| Management And General | 17185 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167 | Total |
| Management And General | 167 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83 | Total |
| Management And General | 83 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57952 | Total |
| Fundraising | 57952 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35230 | Total |
| Management And General | 16790 | ManagementAndGeneral |
| Fundraising | 18440 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12751 | Total |
| Management And General | 12751 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Scholarships and Subsid | 604017 | 604017 | |
| Materials and Supplies | 14058 | 14058 | |
| Printing And Reproducti | 9693 | 9693 | |
| utilities | 6321 | 6321 | |
| Equipment rental | 4826 | 4826 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10406 | Total |
| Management And General | 10160 | ManagementAndGeneral |
| Fundraising | 246 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 866176 | Total |
| Program Services | 625547 | ProgramServices |
| Management And General | 163991 | ManagementAndGeneral |
| Fundraising | 76638 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 468500 | BOY |
| EOY | 534569 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37909 | BOY |
| EOY | 30110 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166448 | BOY |
| EOY | 15550 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 920263 | BOY |
| EOY | 1000971 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46450 | BOY |
| EOY | 55282 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2234638 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 499903 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1855531 | BOY |
| EOY | 1734735 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2481155 | BOY |
| EOY | 2992423 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34134 | BOY |
| EOY | 34134 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6010390 | BOY |
| EOY | 6397774 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71132 | BOY |
| EOY | 58329 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 813403 | BOY |
| EOY | 891759 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 884535 | BOY |
| EOY | 950088 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 421765 | BOY |
| EOY | 507086 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1615333 | BOY |
| EOY | 1626742 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3088757 | BOY |
| EOY | 3313858 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5125855 | BOY |
| EOY | 5447686 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6010390 | BOY |
| EOY | 6397774 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| LOYOLA SACRED HEART HIGH SCHOOL | |||||
| 810244544 | 6 | 1 | 1 | 1 | $387,688 |
| ST JOSEPHS ELEMENTARY | |||||
| 810383163 | 6 | 1 | 1 | 1 | $216,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 604017 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3088757 | BeginningOfYearBalance |
| Contributions | 46554 | Contributions |
| Investment Earnings Or Losses | 178547 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3313858 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2990554 | BeginningOfYearBalance |
| Contributions | 98203 | Contributions |
| Investment Earnings Or Losses | 211827 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 211827 | GrantsOrScholarships |
| End Of Year Balance | 3088757 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.14000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.86000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 800000 | OtherCostOrOtherBasis |
| Book Value | 800000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1383527 | OtherCostOrOtherBasis |
| Depreciation | 450887 | Depreciation |
| Book Value | 932640 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 51111 | OtherCostOrOtherBasis |
| Depreciation | 49016 | Depreciation |
| Book Value | 2095 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1734735 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| brokerage accounts | 2570062 | C |
| Myles Flood Trust for LSH | 422361 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2992423 | TotalOfBookValueSecurities |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part V, Line 4: | Identifier |
| Return Reference | Description of Intended Use of Endowment Funds: | ReturnReference |
| 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. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Scrip Program | NameOfEvent1 |
| Gross Receipts Event1 | 1759820 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 1759820 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 1723579 | OtherDirectExpensesEvent1 |
| Name Of Event2 | BASH 2010 | NameOfEvent2 |
| Gross Receipts Event2 | 395059 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 17035 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 378024 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 22429 | NonCashPrizesEvent2 |
| Food And Beverage Event2 | 14412 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 16485 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 8 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 426343 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 8682 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 417661 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 208086 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 2581222 | GrossReceiptsTotal |
| Charitable Contributions Total | 25717 | CharitableContributionsTotal |
| Gross Revenue Total Events | 2555505 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 22429 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 14412 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 1948150 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1984991 | DirectExpenseSummaryEvents |
| Net Income Summary | 570514 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| loyola sacred heart hs | ||||||
| 320 edith | missoula | MT | 59801 | 810244544 | 387688 | Financial Support |
| Saint Josephs Elementary | ||||||
| 503 Edith Street | Missoula | MT | 59801 | 810383163 | 216329 | Financial Support |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 C, line 19 | The documents are on file at the Foundation's business office and are available for inspection upon request. |