2019-03-12T16:40:27-05:00 2018-06-30 820358530 TRAVIS JEFFRIES PA 590 W WASHINGTON ST BOISE ID 837025953 990 2017-07-01 820332399 BISHOP KELLY FOUNDATION INC BISH 2083234789 7009 FRANKLIN ROAD BOISE ID 83709 RITA FRANKLIN EXECUTIVE DIRECTOR 2083234789 2019-02-25 1 KELLY D SONNICHSEN CPA P00482643 2083455383 216.190.46.252 2019-02-25 07:56:36 MS P FBEF8053AE37BF218914231AD6D33D85DC7CBE3A FBEF8053AE37BF218914231AD6D33D85DC7CBE3A 2017 2019-02-21 02:37:17Z RITA FRANKLIN 7009 FRANKLIN ROAD BOISE ID 83709 2713205 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 31 0 159 0 0 1461035 1229747 0 0 888578 371299 265860 201406 2615473 1802452 1112520 1071448 0 0 62272 65073 31833 29052 51475 31630 13849 1238255 1179422 1377218 623030 10523620 11520164 5428 0 10518192 11520164 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 551996 529986 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. 539462 539462 SCHOLARSHIPS TO BISHOP KELLY STUDENTS. 2000 2000 ONE POST SECONDARY SCHOLARSHIPS FOR $2,000 TO BISHOP KELLY GRADUATES. 1093458 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 1 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 1 1 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 ID X RITA FRANKLIN 2083234789 7009 FRANKLIN ROAD BOISE ID 83709 KATIE BALL DIRECTOR 0.40 X 0 0 0 KEN BOLTON DIRECTOR 0.40 X 0 0 0 PETER CARLEY DIRECTOR 0.40 X 0 0 0 NICK DERUYTER DIRECTOR 0.40 X 0 0 0 KELI ELLEDGE DIRECTOR 0.50 X 0 0 0 ANGIE HARRISON DIRECTOR 0.50 X 0 0 0 KIRSTIN HEFFNER DIRECTOR 0.50 X 0 0 0 HALEY LAMEY DIRECTOR 0.75 X 0 0 0 TIM LAMOTT DIRECTOR 1.00 X 0 0 0 LEE LIZAMA DIRECTOR 0.20 X 0 0 0 JEFF LLITERAS DIRECTOR 0.40 X 0 0 0 TORRY MCALVAIN DIRECTOR 0.40 X 0 0 0 KEVIN MCDONALD DIRECTOR 0.40 X 0 0 0 JENNIFER MILLER DIRECTOR 0.40 X 0 0 0 CHRIS PRIVON DIRECTOR 0.40 X 0 0 0 MIKE RANIERI DIRECTOR 0.40 X 0 0 0 KATY SABALA DIRECTOR 0.50 X 0 0 0 JAMES STEELE DIRECTOR 0.40 X 0 0 0 JUDI SULLIVAN DIRECTOR 1.00 X 0 0 0 GREG SWEENEY DIRECTOR 0.40 X 0 0 0 STEPHANIE WESTERMEIER DIRECTOR 0.40 X 0 0 0 RICHARD RAIMONDI BISHOP KELLY HIGH SCHOOL P 1.00 X 0 0 0 CHUCK LAWRENCE DIOCESE REPRESENTATIVE 0.20 X 0 0 0 KEVIN BROWNING BISHOP KELLY HIGH SCHOOL D 0.00 X 0 0 0 TOMMY STEINER BISHOP KELLY HIGH SCHOOL 1.00 X 0 0 0 MOLLY LOAYZA BISHOP KELLY HIGH SCHOOL 0.20 X 0 0 0 MIKE CALDWELL BISHOP KELLY HIGH SCHOOL P 0.00 X 0 0 0 RITA FRANKLIN EXECUTIVE DIRECTOR 36.00 X 65073 0 0 TODD MCCURRY VICE PRESIDENT 1.00 X 0 0 0 KRISTIN BAUMGARDER TREASURER 1.00 X 0 0 0 NANCY JONES SECRETARY 1.00 X 0 0 0 PETER OLIVER PRESIDENT 2.00 X 0 0 0 65073 0 0 0 0 0 0 0 1229747 1229747 272585 272585 842413 743699 98714 98714 98714 368460 167054 201406 201406 1802452 98714 0 473991 529986 529986 541462 541462 56944 18982 18981 18981 3674 1224 1225 1225 234 78 78 78 4221 1407 1407 1407 29052 29052 3877 3877 1280 319 641 320 1648 1236 412 PROFESSIONAL FEES 5800 5800 FLOWERS, CONDOLENCES, G 1194 1194 INVESTMENT ADVISORY SER 50 50 1179422 1093458 34489 51475 67790 77769 107622 2465 9583212 10892381 764996 547549 10523620 11520164 5428 5428 0 X 8067527 8896671 2450665 2623493 10518192 11520164 10523620 11520164 623030 378942 0 X X 1 X 0 0 0 X X 1 BISHOP KELLY HIGH SCHOOL 820200748 2 1 1069448 0 1 1069448 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 634097 641045 634097 641045 0 0 0 0 158387 167104 475710 473941 9311443 11168947 337295 429863 0 0 9648738 11598810 0 0 0 9648738 11598810 144731 173982 9504007 11424828 332640 399869 0 0 332640 399869 475710 404354 332640 404354 0 404354 1069447 0 0 0 0 0 1069447 1069447 404354 100.000000000000 404354 0 0 183417 0 0 183417 0 183417 0 1069447 0 220937 848510 0 0 848510 0 0 0 0 848510 0 OTHER INVESTMENTS 10892381 F 10892381 X PART X, LINE 2: IN ACCORDANCE WITH FASB ASC 740, THE FOUNDATION HAS EVALUATED ITS OPERATIONS AS OF JUNE 30, 2018 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. X 1 THOMPSON AND ASSOCIATES 112 WESTWOOD PLACE SUITE 250 BRENTWOOD TN 37027 PLANNED GIVING SUPPORT 0 0 29052 -29052 29052 -29052 WINNER'S CHOICE 368460 368460 55717 58506 1042 29199 368460 368460 55717 58506 1042 29199 144464 223996 1 BISHOP KELLY HIGH SCHOOL 7009 FRANKLIN ROAD BOISE ID 83709 820200748 529986 GENERAL SUPPORT SCHOLARSHIPS 541461 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.