2020-10-29T09:03:02-05:00 2020-06-30 351307701 KRUGGEL LAWTON & COMPANY LLC 526 UPTON DRIVE ST JOSEPH MI 49085 990 2019-07-01 237129409 TWIN-CITY AREA CATHOLIC SCHOOL FUND TWIN 2699211410 515 SHIP STREET SUITE 209 ST JOSEPH MI 49085 SARAH JOLLAY PRESIDENT 2699211410 2020-10-25 1 ROBERT ALEX SCHAEFFER P01439018 2699830131 2020-10-25 199.58.74.130 2020-10-25 11:41:19 ED P 011B8129FDBFCA5D5A01E10ABB85AE81719C79E1 BC71EE5F9747A4FC0E40067C33DCCE7BB05ECE2D 2019 2021-01-29 14:40:06Z SARAH JOLLAY 515 SHIP STREET SUITE 209 ST JOSEPH MI 49085 1484093 0 X N/A X 1972 MI SUPPORT OF AREA CATHOLIC SCHOOLS AND STUDENTS 9 9 0 25 0 0 144975 634768 0 0 496409 212173 0 0 641384 846941 370542 424977 0 0 0 0 0 0 147514 145900 298769 516442 723746 124942 123195 5651317 5700541 1500 1525 5649817 5699016 SUPPORT OF AREA CATHOLIC SCHOOLS AND STUDENTS 0 0 463505 424977 SUPPORT OF AREA CATHOLIC SCHOOLS AND STUDENTS 463505 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 MI X X SARAH JOLLAY 2698610600 515 SHIP STREET SUITE 209 ST JOSEPH MI 49085 X SARAH JOLLAY PRESIDENT 2.00 X X 0 0 0 KURT MARZKE TREASURER 2.00 X X 0 0 0 ELAINE THEISEN SECRETARY 2.00 X X 0 0 0 JOHN CURTIS PAST PRESIDENT 2.00 X X 0 0 0 PAUL LANDECK PAST PRESIDENT 2.00 X X 0 0 0 JOE GIANNOLA DIRECTOR 2.00 X 0 0 0 MARK MILLER DIRECTOR 2.00 X 0 0 0 ANTHONY MONTE DIRECTOR 2.00 X 0 0 0 JOHN PROOS DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 634768 634768 113623 113623 735702 637152 98550 98550 98550 846941 0 0 212173 X 413477 413477 11500 11500 87709 87709 12950 12950 147247 147247 14307 3269 11038 861 861 1128 959 169 INVESTMENT FEES 34300 34300 PRINTING AND POSTAGE 267 267 723746 463505 112727 147514 258579 316755 68010 100000 595000 6807 4160 3508 2647 5114036 4546240 175194 171889 5651317 5700541 1500 1525 1500 1525 X 2363934 1949167 3285883 3749849 5649817 5699016 5651317 5700541 X 123195 -70691 -3305 X X 0 1 X 1 0 X 503168 435550 396814 144715 641218 2121465 503168 435550 396814 144715 641218 2121465 705565 1415900 91125 95374 103718 109897 113623 513737 2298 130 14 2442 2637644 0.53680 0.42280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3937294 343385 39472 33429 4286722 3897260 36498 119477 115941 3937294 3842030 16187 117650 78607 3897260 3699952 30659 219583 108164 3842030 3651783 4614 63941 20386 3699952 0.37800 0.38500 0.23700 1 0 6807 4160 2647 2647 X 750534 -70691 11889 -3305 -62107 812641 34300 34300 846941 701335 11889 11889 689446 34300 34300 723746 PART X, LINE 2: THE ORGANIZATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS UNDER FIN 48. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGES IN BENEFICIAL INTERESTS PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS THE ORGANIZATION'S ENDOWMENTS ARE USED TO SUPPORT SCHOLARSHIP PROGRAMS AND OPERATING EXPENSES FOR THE LAKE MICHIGAN CATHOLIC SCHOOLS IN SOUTHWESTERN MICHIGAN. 1 LAKE MICHIGAN CATHOLIC SCHOOLS 915 PLEASANT STREET ST JOSEPH MI 49085 381889005 501C3 413477 FMV EDUCATION SCHOLARSHIPS TO ASSIST IN TUITION COSTS. 6 11500 PART I, LINE 2: ONCE THE TWIN-CITY AREA CATHOLIC SCHOOL FUND HAS THE ANNUAL BUDGET COMPLETED AND APPROVED, THE TREASURER COMPLETES THE GRANT FORMULA BASED ON THE STRICT PROVISIONS OF ALL FUNDS (RESTRICTED, UNRESTRICTED, ENDOWMENT, ETC.) FOR CALCULATING THE PROPOSED GRANT TO THE SCHOOL. THE BOARD REVIEWS THE GRANT FORMULA IN LATE JANUARY-EARLY FEBRUARY AND DISCUSSES AND APPROVES THE GRANT AT THE BOARD MEETING IN FEBRUARY. THEY COMPLETE THE GRANT FORMULA AND APPROVE IT AT THIS TIME OF YEAR SO THEY CAN COMMUNICATE THE GRANT AMOUNT TO THE SCHOOL BY EARLY MARCH IN TIME FOR LAKE MICHIGAN CATHOLIC SCHOOLS TO COMPLETE THEIR BUDGET FOR THE UP-COMING SCHOOL YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE ASSOCIATION'S 990 IS PREPARED BY THEIR INDEPENDENT ACCOUNTANTS. BOTH A DRAFT AND/OR "PDF" VERSION OF THE RETURN IS PROVIDED TO THE ASSOCIATION'S PRESIDENT AND FINANCE COMMITTEE FOR REVIEW. THIS COMMITTEE ACTS ON BEHALF OF THE GOVERNING BOARD AND GIVES FINAL APPROVAL FOR THE FILING OF THE 990 BY EITHER MAIL OR ELECTRONICALLY. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE PRESIDENT PROVIDES ALL GOVERNING BOARD MEMBERS COPIES OF THE ORGANIZATION'S CODE OF CONDUCT, WHICH INCLUDES THE CONFLICT OF INTEREST POLICY AND IS REQUIRED TO BE SIGNED BY ALL. PRESIDENT REVIEWS AND NOTES ANY POTENTIAL CONFLICTS WITH THE FINANCE COMMITTEE WATCH MAY NEED FURTHER FOLLOW-UP. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAINTAINS COPIES OF ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AT ITS OFFICES. THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 147,247. TOTAL EXPENSES 147,247. FORM 990, PART XI, LINE 9: CHANGES IN BENEFICIAL INTEREST -3,305. FORM 990, PART XII, LINE 2C: NO CHANGE IN PROCESS FROM PRIOR YEAR.