2019-11-15T15:50:03-06:00 2019-06-30 411489071 SMITH SCHAFER AND ASSOC LTD 220 SOUTH BROADWAY SUITE 102 ROCHESTER MN 55904 990 2018-07-01 237367336 LOURDES FOUNDATION INC LOUR 5074241817 2800 19TH STREET NW ROCHESTER MN 55901 JAMES ROGERS PRESIDENT 5074241817 2019-11-15 1 ANDREW FORLITI P01961862 5072883277 2019-11-15 65.52.204.30 2019-11-15 09:03:16 CS P 02359C8082CA3AD1149FC752DEC1BA382820092C 4D4EFDF4EDDF25E0866EC8FF4481A75A89911ED0 2018 2020-03-31 21:24:44Z X JAMES ROGERS 2800 19TH STREET NW ROCHESTER MN 55901 3465706 0 X WWW.LOURDESFOUNDATION.ORG X 1974 MN TO UNITE ALUMNI, PARENTS, AND FRIENDS IN CELEBRATION AND SUPPORT OF ROCHESTER CATHOLIC SCHOOLS. 15 15 1 20 0 0 607613 315027 0 0 538780 402155 0 0 1146393 717182 232830 330095 0 0 45156 2452 0 0 2229 103699 68683 381685 401230 764708 315952 7521225 7694064 11736 10449 7509489 7683615 X TO UNITE ALUMNI, PARENTS, AND FRIENDS IN CELEBRATION AND SUPPORT OF ROCHESTER CATHOLIC SCHOOLS. 0 1 280095 280095 THE SCHOLARSHIP PROGRAM AWARDED $248,901 TO 91 STUDENTS IN FINANCIAL NEED IN ROCHESTER CATHOLIC SCHOOLS, PRIMARILY AT LOURDES HIGH SCHOOL (173 AWARDS). 22 AWARDS WERE AT THE ELEMENTARY LEVEL. $5,695 OF AWARDS WERE OF COLLEGE SCHOLARSHIPS. 50000 50000 SUPPORT OF ROCHESTER CATHOLIC SCHOOL STUDENT ACTIVITIES, ATHLETICS, FINE ARTS AND MUSIC, AND PHILANTHROPIC ADVANCEMENT. 14601 14601 344696 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X HEIDI CAFARELLA 5074241817 1710 INDUSTRIAL DRIVE NW ROCHESTER MN 55901 DARCI KOPISCHKE DIRECTOR 1.00 X 0 0 0 KATHLEEN ALLISON DIRECTOR 1.00 X 0 0 0 JEAN CAPLES DIRECTOR 1.00 X 0 0 0 DR SHARON LIBI DIRECTOR 1.00 X 0 0 0 GERRY NONN TREASURER 1.00 X X 0 0 0 MICHON SCHAEFER PRESIDENT 1.00 X X 0 0 0 BRENDA BERG RESIGNED SECRETARY 1.00 X X 0 0 0 KEVIN BROADBENT DIRECTOR 1.00 X 0 0 0 NICK FORLITI PRESIDENT - ELECT 1.00 X X 0 0 0 KC REED DIRECTOR 1.00 X 0 0 0 MELISSA BRINKMAN DIRECTOR 1.00 X 0 0 0 JOSEPH MAHONEY DIRECTOR 1.00 X 0 0 0 JAMES ROGERS DIRECTOR 1.00 X 0 0 0 CONNIE KURTH SECRETARY 1.00 X X 0 0 0 ANDREW DAVICK DIRECTOR 1.00 X 0 0 0 KARI SCHILLING DIRECTOR 1.00 X 0 0 0 JOHN BEATTY RESIGNED DIRECTOR 1.00 X 0 0 0 DOUG LUEBBE RESIGNED DIRECTOR 1.00 X 0 0 0 HEIDI CAFARELLA ADVANCEMENT COORDINATOR 30.00 X 17618 0 268 17618 0 268 0 0 0 0 0 315027 315027 207743 207743 2942936 2748524 194412 194412 194412 717182 194412 0 207743 330095 330095 1320 1214 51 55 1017 931 40 46 115 99 7 9 11500 11500 41578 41578 2781 1854 927 1374 8 683 683 124 62 62 308 283 12 13 STAFF ENRICHMENT 10150 10150 868 434 434 401230 344696 54305 2229 380395 92703 1077 518 1111 869 22695 22695 0 0 7123613 7585760 15029 14214 7521225 7694064 11736 10449 11736 10449 X 187022 176749 727935 640022 6594532 6866844 7509489 7683615 7521225 7694064 315952 -141826 0 X 0 1 X 1 0 X 258266 625463 488781 607613 315027 2295150 258266 625463 488781 607613 315027 2295150 2295150 180359 199476 164307 170521 207743 922406 3217556 0.71330 0.71850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6594532 272312 6866844 6107645 486887 6594532 5735760 367271 4614 6107645 5182640 538914 14206 5735760 5000964 181676 5182640 0 0 22695 22695 0 0 536778 -141826 3000 -138826 675604 41578 41578 717182 362652 3000 3000 359652 41578 41578 401230 PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 41,578. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 41,578. 1 LOURDES HIGH SCHOOL 2800 19TH ST NW ROCHESTER MN 55901 410740119 170(B)(1)(A)(II) 330095 STUDENT SCHOLARSHIPS PART I, LINE 2: THE ORGANIZATION RECEIVES A LIST OF STUDENTS WITH FINANCIAL NEEDS PROVIDED BY LOURDES HIGH SCHOOL. THE LIST IS REVIEWED TO IDENTIFY STUDENTS WHO MEET REQUIREMENTS FOR SCHOLARSHIPS AS AGREED UPON WITH THE SCHOLARSHIP DONOR. ALL SCHOLARSHIP PROCEEDS ARE PROVIDED DIRECTLY TO LOURDES HIGH SCHOOL TO PAY FOR THE QUALIFIED STUDENTS' TUITION. FORM 990, PART III, LINE 3 THE ORGANIZATION CEASED CONDUCTING THE ALUMNI PROGRAM. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS PRESENTED TO THE FINANCE AND INVESTMENT COMMITTEE AND THE ENTIRE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO DISCLOSE CONFLICTS OF INTEREST AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15A PERFORMANCE EVALUATION FORMS WERE SENT TO THE ENTIRE BOARD OF DIRECTORS. THE OFFICERS COMPILED THE RESULTS OF THE COMPLETED EVALUATIONS AND DISCUSSED WITH THE EXECUTIVE DIRECTOR. SALARY RECOMMENDATIONS WERE COMPARED WITH REGIONAL COMPARATIVE DATA. FORM 990, PART VI, SECTION C, LINE 18 THE LOURDES FOUNDATION FORM 990 IS MADE AVAILABLE TO THE PUBLIC ON ITS WEBSITE OR UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 LOURDES FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT GUIDESTAR.ORG WEBSITE.