2014-11-12T13:09:17-08:00 2014-06-30 Randall Hensel and Company PO Box 4325 Missoula MT 59806 990 2013-07-01 237297873 LOYOLA-SACRED HEART HIGH SCHOOL FOUNDATION LOYO 4067282367 300 EDITH MISSOULA MT 59801 LISA VANCANAGAN CONTROLLER 4067282367 2014-11-05 true LOREN W RANDALL CPA 4067285539 2014-11-12 2013 2015-11-30 17:44:51Z JEREMY BECK 300 EDITH MISSOULA MT 59801 3057822 false X N/A X 1960 MT TO PROVIDE FINANCIAL SUPPORT FOR CATHOLIC EDUCATION PROVIDED TO STUDENTS ATTENDING SCHOOLS LOCATED IN MISSOULA COUNTY, MONTANA. 14 14 18 400 0 536699 1346006 160000 195471 104710 687509 449882 426928 1251291 2655914 843203 761130 0 241855 245411 0 327 268846 287714 1353904 1294255 -102613 1361659 6322589 7632151 175603 165045 6146986 7467106 TO PROVIDE FINANCIAL SUPPORT FOR CATHOLIC EDUCATION PROVIDED TO false false 1077147 761130 195471 THE LOYOLA SACRED HEART FOUNDATION EXISTS TO PROVIDE FINANCIAL SUPPORT FOR CATHOLIC EDUCATION PRIVIDED TO STUDENTS ATTENDING SCHOOLS LOCATED IN MISSOULA COUNTY, MONTANA. THE MISSION SERVES APPROXIMATELY 430 STUDENTS REPRESENTING APPROXIMATELY 330 FAMILIES. 1077147 true true false false false false false false false true true false false true false false false false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 1 0 true 18 true false false false false false false false false false false X 14 14 false false false false false false false true true false false true true false true true false true true false X LISA VANCANAGAN 4067282367 300 EDITH MISSOULA MT 59801 STACY KENDRICK CHAIR 3.00 X X 0 0 0 ANDY ANDERSON VICE CHAIR 3.00 X X 0 0 0 RENA HANSEN TREASURER 3.00 X X 0 0 0 LAUREN DESCAMPS SECRETARY 3.00 X X 0 0 0 TOM STERGIOS DIRECTOR 1.00 X 0 0 0 JOHN GIULIANI DIRECTOR 1.00 X 0 0 0 RAY HOFFMAN DIRECTOR 1.00 X 0 0 0 ROB BELL DIRECTOR 1.00 X 0 0 0 BECKY BYRNE DIRECTOR 1.00 X 0 0 0 RALPH EPPARD JR DIRECTOR 1.00 X 0 0 0 ANGELA HARDY DIRECTOR 1.00 X 0 0 0 MICHELLE MCCUE DIRECTOR 1.00 X 0 0 0 DAVE OPITZ DIRECTOR 1.00 X 0 0 0 FRAN ALBRECHT DIRECTOR 1.00 X 0 0 0 JEREMY BECK PRESIDENT 13 X 8540 LISA VAN CANAGAN CFO 5 X 9378 17918 0 false false false WESTERN INTERSTATE 7590 DESMET RD MISSOULA MT 59808 CONSTRUCTION OF LOCKER ROOM 181314 1 1346006 239042 1346006 SCHOOL ACTIVITY FACILITY 624100 160500 OTHER INCOME 900099 34971 195471 687509 687509 460005 105093 354912 354912 368831 296815 72016 72016 2655914 195471 1114437 761130 761130 20833 14096 6737 0 197110 117529 79581 0 813 541 272 0 26655 17741 8914 0 8900 0 8900 0 13174 13174 0 0 1131 876 255 0 46337 29800 16217 320 69601 48223 21378 0 8510 6728 1782 0 443 443 0 0 43495 0 43495 0 7843 5220 2623 0 SUPPLIES 71397 47515 23875 7 EQUIPMENT RENTAL 4707 3139 1568 0 DONATIONS/AWARDS 3601 2587 1014 0 OUTREACH 8073 7903 170 0 502 502 0 0 1294255 1077147 216781 327 278889 241155 311000 2282 1200 10068 490 280 5000 2604376 640913 1813119 1963463 4184731 4765001 33220 344842 6322589 7632151 101603 8385 74000 156660 175603 165045 X 1188120 1316524 1642519 2454506 3316347 3696076 6146986 7467106 6322589 7632151 1361659 -41539 X true X false true false X X LOYOLA SACRED HEART 810244544 SEC 170(b)(1)(A)(ii) true true true 423859 ST JOSEPHS ELEMENTARY 810383163 SEC 170(b)(1)(A)(ii) true true true 321712 2 745571 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3950599 379729 561293 166545 3838 4721238 3667921 31080 429902 158491 19813 3950599 3666371 95378 48030 110334 31524 3667921 3313858 13475 471892 121540 11314 3666371 3088757 46554 178547 3313858 0.00000 0.78280 0.21720 false false 800000 800000 1690789 619340 1071449 113587 21573 92014 1963463 CASH VALUE OF LIFE INSURANCE POLICIES 33304 CONSTRUCTION IN PROGRESS 31803 BENEFICIAL INTEREST IN TRUST 57647 ENDOWMENT CONSTRUCTION IN PROGRESS 222088 344842 Pt V Line 4 USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE SPECIFIED BY THE DONEE. THEY INCLUDE TUITION ASSISTANCE FOR NEEDY STUDENTS ATTENDING CATHOLIC SCHOOLS IN MISSOULA, MT. BASH 341590 341590 10371 74483 JOGATHON 49911 49911 3308 334 3 68504 68504 16597 460005 460005 13679 91414 105093 354912 true LOYOLA SACRED HEART HS 320 EDITH STREET MISSOULA MT 59801 810244544 501(C)(3) 423859 FINANCIAL SUPPORT SAINT JOSEPHS ELEMENTARY 503 EDITH STREET MISSOULA MT 59801 810383163 501(C)(3) 321712 FINANCIAL SUPPORT 2 0 Pt I Line 2 THE LOYOLA SACRED HEART FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNTS OF GRANTS Pt I Line 2 OR ASSISTANCE PROVIDED TO THE GRANTEES. THE PURPOSE OF THE LSHF IS TO PROVIDE FINANCIAL Pt I Line 2 SUPPORT FOR CATHOLIC EDUCATION TO STUDENTS IN MISSOULA, MONTANA. CURRENTLY, THE ONLY GRANTEES PROVIDED Pt I Line 2 ASSISTANCE ARE LOYOLA SACRED HEART HIGH SCHOOL AND SAINT JOSEPH ELEMENTARY SCHOOL. THE SAME INDIVIDUAL Pt I Line 2 IS THE CONTROLLER FOR ALL THREE INSTITUTIONS. THE ACCOUNTING MANAGER FOR THE SCHOOLS Pt I Line 2 SUBMITS FUNDING REQUESTS TO THE CONTROLLER AND EXECUTIVE DIRECTOR OF LSHF. THE EXECUTIVE Pt I Line 2 DIRECTOR REVIEWS THE REQUEST AND APPROVES BEFORE FUNDS ARE TRANSFERRED. THE PRESIDENT OF THE SCHOOLS Pt I Line 2 ATTENDS LSHF BOARD MEETINGS AND THE EXECUTIVE DIRECTOR OF LSHF ATTENDS SCHOOL COUNCIL Pt I Line 2 MEETINGS. ALL INSTITUTIONS SHARE FINANCIAL INFORMATION WITH EACH OTHER MONTHLY Pt I Line 2 AND ANNUALLY TO PROVIDE COMPLETE TRANSPARENCY AS TO HOW FUNDS ARE RAISED AND SUBSEQUENTLY Pt I Line 2 DISTRIBUTED AND USED AT THE SCHOOLS. X 239042 SELLING PRICE false false false Pt VI, Line 11b PREPARATION AND REVIEW OF THE 990 IS THE RESPONSBILITY OF Pt VI, Line 11b THE CONTROLLER. WHEN ISSUED, A COPY OF THE 990 IS PROVIDED TO Pt VI, Line 11b THE DIRECTORS, AND IS AVAILABLE FOR THEIR REVIEW AT ANY TIME. Pt VI, Line 12c SUPERVISORS ARE EXPECTED TO MONITOR THEIR EMPLOYEES FOR Pt VI, Line 12c COMPLIANCE AS PART OF THEIR REGULAR JOB DUTIES. Pt VI, Line 15a CEO SUBMITS WAGE RECOMMENDTIONS TO THE BOARD OF DIRECTORS Pt VI, Line 15b WITH SUPPORTING DOCUMENTATION FOR THEIR REVIEW AND APPROVAL. Pt VI, Line 15b THE BOARD REVIEWS THE PERFORMANCE OF THE CEO AND DETERMINES Pt VI, Line 15b THEIR COMPENSATION. Pt VI, Line 19 THE DOCUMENTS ARE ON FILE AT THE FOUNDATION'S BUSINESS OFFICE Pt VI, Line 19 AND ARE AVAILABLE FOR INSPECTION UPON REQUEST.