2015-01-14T13:41:42-06:00 2014-08-31 431126847 WILLIAMS-KEEPERS LLC 2005 WEST BROADWAY SUITE 100 COLUMBIA MO 65203 990 2013-09-01 431064064 HELIAS FOUNDATION INC HELI 5736356139 PO BOX 694 JEFFERSON CITY MO 651020694 DEBORA SNYDER TREASURER 5737617157 2015-01-12 1 DEBRA K MATHES P00048945 5734426171 2013 2016-03-07 17:11:31Z DEBORA SNYDER PO BOX 694 JEFFERSON CITY MO 65102 1692186 0 X WWW.HELIASFOUNDATION.ORG X 1974 MO TO SECURE PRIVATE GIFT SUPPORT, TO INVEST AND DISBURSE THE FUNDS IN ITS CARE, AND TO SUPPLEMENT AND SUPPORT THE MISSION OF THE SCHOOL. THE FOUNDATION'S ROLE ALSO INCLUDES SUPPORT OF GENERAL OPERATIONS, CAPITAL IMPROVEMENTS, AND CONTINUAL GROWTH OF AN ENDOWMENT FUND. IN ALL ITS POLICIES AND OPERATIONS, THE FOUNDATION IS GUIDED BY THE GREATER GOOD OF HELIAS CATHOLIC HIGH SCHOOL. 18 18 2 50 3000 0 439271 369895 31215 37214 225681 349477 18169 481 714336 757067 209044 242722 0 0 116051 101118 0 0 54770 131037 133799 456132 477639 258204 279428 6792109 7705093 0 0 6792109 7705093 TO SECURE PRIVATE GIFT SUPPORT, TO INVEST AND DISBURSE THE FUNDS IN ITS CARE, AND TO SUPPLEMENT AND SUPPORT THE MISSION OF THE SCHOOL. 0 0 316716 242722 34214 FOUNDATION WAS ORGANIZED TO PROVIDE FINANCIAL SUPPORT TO HELIAS CATHOLIC HIGH SCHOOL THROUGH AN ANNUAL FUND DRIVE, GOLF TOURNAMENT, AND VARIOUS OTHER ACTIVITIES. CONTRIBUTIONS ARE RECEIVED FROM BUSINESSES, ALUMNI, BEQUESTS, AND OTHER PERSONAL DONORS. 316716 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 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 0 0 1 2 1 1 1 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 X KATHRYN JOHNSON 5736356139 1106 SWIFTS HWY JEFFERSON CITY MO 65109 DOUG BAX PRESIDENT 1.00 X X 0 0 0 DANA FRESE VICE PRESIDENT 1.00 X X 0 0 0 DEBBIE SNYDER TREASURER 2.00 X X 0 0 0 BRAD ROARK SECRETARY 1.00 X X 0 0 0 ROGER DUDENHOEFFER BOARD MEMBER 1.00 X 0 0 0 ED TWEHOUS BOARD MEMBER 1.00 X 0 0 0 LYNN STRUEMPH BOARD MEMBER 1.00 X 0 0 0 DORIS CARROLL BOARD MEMBER 1.00 X 0 0 0 KURT SCHENEWERK BOARD MEMBER 1.00 X 0 0 0 DENISE CONVERY BOARD MEMBER 1.00 X 0 0 0 ROBERT MCDONALD BOARD MEMBER 1.00 X 0 0 0 SCOTT KEMNA BOARD MEMBER 1.00 X 0 0 0 PAUL KLEFFNER BOARD MEMBER 1.00 X 0 0 0 ROB SACHSE BOARD MEMBER 1.00 X 0 0 0 JEREMY WINEGAR BOARD MEMBER 1.00 X 0 0 0 MATT COWELL BOARD MEMBER 1.00 X 0 0 0 JILL SMITH BOARD MEMBER 1.00 X 0 0 0 TRAE LORTS BOARD MEMBER 1.00 X 0 0 0 MICHAEL BRUNS EXECUTIVE DIRECTOR 40.00 X 44585 0 6891 44585 0 6891 0 0 0 0 0 40050 329845 369895 GRANDPARENTS LUNCHEON 900099 14024 14024 HALL OF FAME 900099 10395 10395 CLASS REUNIONS 900099 9795 9795 ADVERTISING INCOME 541800 3000 3000 37214 144867 144867 1087331 882721 204610 204610 204610 47363 40050 48073 -710 -710 5511 4325 1186 1186 OTHER INCOME 900099 5 5 5 757067 34214 3000 349958 228457 228457 14265 14265 56573 25458 5657 25458 30000 13500 3000 13500 300 135 30 135 7993 3597 799 3597 6252 2813 626 2813 7825 3521 783 3521 3672 3672 31872 31872 7910 4450 3460 4552 4552 5070 2784 2286 12316 12316 POSTAGE & PRINTING 12562 12562 GRANDPARENT'S LUCHEON 12316 12316 NEWSLETTER EXPENSE 7582 7582 MISCELLANEOUS 7514 7514 20608 12654 7954 477639 316716 106153 54770 285606 215913 994147 825441 27632 14641 14319 12991 5498037 6650748 6792109 7705093 0 0 X 0 0 0 0 6792109 7705093 6792109 7705093 6792109 7705093 279428 633556 0 X 0 0 0 X 472464 407595 436886 399963 329845 2046753 472464 407595 436886 399963 329845 2046753 379250 1667503 110308 121597 104589 85750 144867 567111 1520 281 1681 143 5 3630 2617494 593433 0.63710 0.63410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6792109 460664 983034 14265 516449 7705093 5943974 488655 815612 209044 247088 6792109 3595482 2397698 424951 162496 311661 5943974 3300230 50000 278801 22700 10849 3595482 2996562 318935 15267 3300230 0.93950 0.06050 0 0 27632 14641 12991 12991 PART V, LINE 4: THERE ARE FOUR ENDOWMENT FUNDS. ONE IS A QUASI FUND USED TO PROVIDE A PERMANENT SOURCE OF INCOME FOR THE ORGANIZATION, WHILE THE OTHER THREE ARE PERMANENT FUNDS WHICH ARE RESTRICTED FOR SCHOLARSHIPS. GOLF TOURNAMENT 85398 40050 45348 15365 22182 3625 5452 3 2015 2015 1449 87413 40050 47363 15365 22182 3625 6901 48073 -710 1 HELIAS CATHOLIC HIGH SCHOOL 1305 SWIFTS HIGHWAY JEFFERSON CITY MO 65109 440609075 228457 GENERAL SUPPORT INDIVIDUAL SCHOLARSHIPS 3 14265 PART I, LINE 2: HELIAS CATHOLIC HIGH SCHOOL CONDUCTS THE SELECTION PROCESS TO DETERMINE QUALIFIED RECIPIENTS OF THE SCHOLARSHIPS AND HELIAS FOUNDATION PROVIDES FUNDING FOR THE SCHOLARSHIPS. FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER REVIEWS THE FORM 990 AND THEN SUPPLIES A COPY TO THE ENTIRE BOARD OF DIRECTORS BEFORE IT IS APPROVED AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES THE SALARY FOR THE EXECUTIVE DIRECTOR AND OTHER EMPLOYEES. THIS PROCESS WAS LAST REVIEWED IN 2007. FORM 990, PART VI, SECTION C, LINE 19 HISTORY, MISSION, AND BOARD MEMBERS ARE AVAILABLE ON THE WEBSITE. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST.