2022-05-16T15:29:02-05:00 2021-06-30 820358530 TRAVIS JEFFRIES PA 590 W WASHINGTON ST BOISE ID 837025953 990 2020-07-01 820332399 BISHOP KELLY FOUNDATION INC BISH 2083234789 7009 FRANKLIN ROAD BOISE ID 83709 KIM MALVECK EXECUTIVE DIRECTOR 2083234789 2022-05-16 1 KIM MALVECK 999009999 KELLY D SONNICHSEN CPA P00482643 2083455383 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z KIM MALVICK 7009 FRANKLIN ROAD BOISE ID 83709 14293470 0 X N/A X 1976 ID THE FOUNDATION'S PRINCIPAL GOAL HAS BEEN TO PROVIDE FUNDING FOR SCHOLARSHIPS, OPERATIONS, AND CAPITAL IMPROVEMENTS THAT WILL KEEP BISHOP KELLY'S STANDARDS AND QUALITY AT THE HIGHEST LEVEL. 31 24 0 0 0 0 823411 2345336 0 0 418481 3291341 300149 142993 1542041 5779670 1018782 1195663 0 0 76173 68794 0 0 23746 13971 34738 1108926 1299195 433115 4480475 13141167 17212998 1000 47803 13140167 17165195 TO SUPPORT THE VALUES AND OBJECTIVES OF BISHOP KELLY HIGH SCHOOL. THE FOUNDATION'S PRINCIPAL GOAL HAS BEEN TO PROVIDE FUNDING FOR SCHOLARSHIPS, OPERATIONS, AND CAPITAL IMPROVEMENTS THAT WILL KEEP BISHOP KELLY'S STANDARDS AND QUALITY AT THE HIGHEST LEVEL. 0 0 1218963 644674 ANNUAL DISTRIBUTION TO BISHOP KELLY HIGH SCHOOL FOR GENERAL SUPPORT. DISTRIBUTION TO BISHOP KELLY HIGH SCHOOL IS CALCULATED ACCORDING TO BISHOP KELLY FOUNDATION'S BYLAWS. 547289 SCHOLARSHIPS TO BISHOP KELLY STUDENTS. 3700 TWO POST SECONDARY SCHOLARSHIPS FOR $3,700 TO BISHOP KELLY GRADUATES. 1218963 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 X 31 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 ID X KIM MALVICK 2083234789 7009 FRANKLIN ROAD BOISE ID 83709 KATHERINE BALL DIRECTOR 1.00 X 0 0 0 MICHAELA CENTERS DIRECTOR 1.00 X 0 0 0 ANDY EMERSON DIRECTOR 1.00 X 0 0 0 ANDY ERSTAD DIRECTOR 1.00 X 0 0 0 BILL GILBERT DIRECTOR 1.00 X 0 0 0 KRIS GRANGER DIRECTOR 1.00 X 0 0 0 ANGELA HARRRISON DIRECTOR 1.00 X 0 0 0 KIRSTIN HEFFNER DIRECTOR 1.00 X 0 0 0 REBECCA HUPP DIRECTOR 1.00 X 0 0 0 CORY JACKSON DIRECTOR 1.00 X 0 0 0 TROY LITTLE DIRECTOR 1.00 X 0 0 0 JULIA MARTINEZ DIRECTOR 1.00 X 0 0 0 KEVIN MCDONALD DIRECTOR 1.00 X 0 0 0 NICOLA MCINTOSH DIRECTOR 1.00 X 0 0 0 CAREY MCNEAL DIRECTOR 1.00 X 0 0 0 JENNIFER MILLER MD DIRECTOR 1.00 X 0 0 0 EDWARD MOORE DIRECTOR 1.00 X 0 0 0 KRISTIN PORTER DIRECTOR 1.00 X 0 0 0 JAMES REDINGER DIRECTOR 1.00 X 0 0 0 JUDI SULLIVAN DIRECTOR 1.00 X 0 0 0 RICHARD RAIMONDI BISHOP KELLY HIGH SCHOOL P 1.00 X 0 0 0 CHARLES LAWRENCE DIOCESE REPRESENTATIVE 1.00 X 0 0 0 MIKE CALDWELL PRINCIPAL BISHOP KELLY HIGH SCHOOL D 1.00 X 0 0 0 ANNA MCCARTHY BISHOP KELLY FACULTY REPRESENTATIVE 1.00 X 0 0 0 LAURA ALVEREZ-SCHRAG BOARD OF GOVERNANCE REPRESENTATIVE 1.00 X 0 0 0 STEPHANIE WESTERMEIER DIRECTOR 1.00 X 0 0 0 KIM MALVICK EXECUTIVE DIRECTOR 32.00 X 60000 0 0 TIM LAMOTT VICE PRESIDENT 2.00 X 0 0 0 JEFF LLITERAS TREASURER 2.00 X 0 0 0 NANCY JONES SECRETARY 2.00 X 0 0 0 TORRY MCALVAIN PRESIDENT 2.00 X 0 0 0 60000 0 0 0 0 0 0 0 2345336 2345336 279669 279669 11375952 8364280 3011672 3011672 3011672 292513 149520 142993 142993 5779670 3011672 0 422662 644674 644674 550989 550989 60000 20000 20000 20000 4440 1480 1480 1480 4354 1452 1451 1451 8991 8991 1471 368 735 368 1787 1340 447 INVESTMENT ADVISORY SER 14301 14301 PROFESSIONAL FEES 6849 6849 FLOWERS, CONDOLENCES, G 1339 1339 1299195 1218963 56486 23746 135836 174084 284348 949866 1500 7500 12193935 15347112 525548 734436 13141167 17212998 1000 47803 1000 47803 X 9998249 12681461 3141918 4483734 13140167 17165195 13141167 17212998 4480475 -455447 0 X X 1 X 0 0 0 X X 1 BISHOP KELLY HIGH SCHOOL 820200748 2 1 1191963 0 1 1191963 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 105485 3011672 0 0 780132 572182 885617 3583854 0 0 0 0 189308 184841 696309 3399013 11938540 14028569 768300 1400944 0 0 12706840 15429513 0 0 0 12706840 15429513 190603 231443 12516237 15198070 438068 531932 0 0 438068 531932 696309 591863 438068 591863 0 591863 1191963 0 0 0 0 0 1191963 1191963 591863 100.000000000000 591863 0 0 0 0 0 1257920 1257920 0 591863 0 666057 1191963 0 1191963 0 0 1858020 0 0 0 666057 1191963 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OTHER INVESTMENTS 15347112 F 15347112 X PART X, LINE 2: IN ACCORDANCE WITH FASB ASC 740, THE FOUNDATION HAS EVALUATED ITS OPERATIONS AS OF JUNE 30, 2021 AS COMPARED TO ITS ORIGINAL APPLICATION FOR TAX-EXEMPT NOT-FOR-PROFIT STATUS. THE EVALUATION ALSO CONSIDERED THE POSSIBILITY OF TRANSACTIONS THAT MAY BE SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME. TAX POSITIONS CONSIDERED, BUT NOT LIMITED TO INCLUDED: A) THE FOUNDATION'S CHARACTERIZATION OF ITS ACTIVITIES AS RELATED OR UNRELATED TO ITS EXEMPT PURPOSE, AND B) THE FOUNDATION'S ALLOCATION OF REVENUE AND EXPENSES BETWEEN ACTIVITIES THAT RELATE TO ITS EXEMPT PURPOSE AND THOSE THAT COULD BE CONSIDERED UNRELATED BUSINESS INCOME. UPON THE EVALUATION, THE FOUNDATION DOES NOT BELIEVE IT HAS ANY BUSINESS ACTIVITIES IN PLACE THAT WOULD CAUSE ITS TAX-EXEMPT NOT-FOR-PROFIT STATUS TO NOT BE SUSTAINED UPON AUDIT, OR ACTIVITIES THAT WOULD BE SUBJECT TO UNRELATED BUSINESS TAX. 1 WINNER'S CHOICE 292513 292513 46907 33390 18505 50718 292513 292513 46907 33390 18505 50718 149520 142993 1 BISHOP KELLY HIGH SCHOOL 7009 FRANKLIN ROAD BOISE ID 83709 820200748 644674 GENERAL SUPPORT SCHOLARSHIPS 550989 FORM 990, PART VI, SECTION B, LINE 11B TREASURER AND EXECUTIVE DIRECTOR REVIEW THE RETURN FOR ACCURACY AND DISTRIBUTE IT ELECTRONICALLY TO BOARD MEMBERS FOR REVIEW AND APPROVAL PRIOR TO FILING EACH YEAR. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS SIGN AN AKNOWLEDGEMENT THAT THEY HAVE RECEIVED THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS BASED ON PERFORMANCE AND INDUSTRY STANDARDS FOR SIMILAR POSITIONS HELD BY OTHERS IN THE NONPROFIT INDUSTRY. ANNUAL SALARY AND PERFORMANCE EVALUATIONS ARE REVIEWED BY THE PRESIDENT OF THE BOARD OF DIRECTORS, WHO THEN PROPOSES ANY SALARY INCREASES TO THE EXECUTIVE COMMITTEE FOR APPROVAL. THE EXECUTIVE DIRECTOR IS THE ONLY PAID OFFICER OR KEY EMPLOYEE POSITION WITHIN THE BISHOP KELLY FOUNDATION. FORM 990, PART VI, SECTION C, LINE 18 FEDERAL FORM 990 IS AVAILABLE FOR REVIEW AT THE FOUNDATION'S OFFICE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE AT THE FOUNDATION'S OFFICE UPON REQUEST FORM 990 PART XII LINE 2C THE FOUNDATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY AND OVERSIGHT OF THE ANNUAL REVIEWED FINANCIAL STATEMENTS. THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.