EXECUTIVE DIRECTOR

2013-02-01T09:04:41-06:00 2012-06-30 820358530 TRAVIS JEFFRIES PA 590 W WASHINGTON ST BOISE ID 837025953 990 2011-07-01 820332399 BISHOP KELLY FOUNDATION INC BISH 2083234789 7009 FRANKLIN ROAD BOISE ID 83709 RITA FRANKLIN EXECUTIVE DIRECTOR 2083234789 2013-02-01 1 KELLY D SONNICHSEN CPA P00482643 2083455383 2011 2016-02-25 16:41:14Z RITA FRANKLIN 7009 FRANKLIN ROAD BOISE ID 83709 5515276 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 0 100 0 0 316312 274355 0 0 480279 378055 108809 153037 905400 805447 571700 677620 0 0 49124 51315 0 0 47838 88403 96733 709227 825668 196173 -20221 7596200 7363111 210728 114917 7385472 7248194 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 454881 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. 243620 SCHOLARSHIPS TO BISHOP KELLY STUDENTS. 4000 TWO POST SECONDARY SCHOLARSHIPS FOR $2,000 TO BISHOP KELLY GRADUATES. 702501 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 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 0 1 4 0 0 0 0 0 0 0 1 1 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 ID X RITA FRANKLIN 2083234789 7009 FRANKLIN ROAD BOISE ID 83709 MARY ADCOX DIRECTOR 1.00 X 0 0 0 LISA DERIG DIRECTOR 0.00 X 0 0 0 JOHN BLEYMAIER DIRECTOR 0.00 X 0 0 0 MIKE BOKAN DIRECTOR 0.00 X 0 0 0 JOHN ECK DIRECTOR 0.00 X 0 0 0 PATTY FERY SECRETARY 1.00 X X 0 0 0 TERRY HEFFNER DIRECTOR 0.00 X 0 0 0 ALEJANDRO A HOMAECHEVARRIA MD DIRECTOR 0.00 X 0 0 0 MARIANNE HICKMAN DIRECTOR 1.00 X 0 0 0 CELESTE KELLER DIRECTOR 0.00 X 0 0 0 TIM LAMOTT PRESIDENT 2.00 X X 0 0 0 MARK MIRANDA DIRECTOR 0.00 X 0 0 0 DAVID BRUCE TREASURER 1.00 X X 0 0 0 TIM THOMETZ DIRECTOR 0.00 X 0 0 0 THOMAS J SIEGERT DIRECTOR 0.00 X 0 0 0 JAMES HARRISON DIRECTOR 0.00 X 0 0 0 KATHRYN ZIMMERMAN DIRECTOR 0.00 X 0 0 0 MORGAN HICKS DIRECTOR 0.00 X 0 0 0 JAMIE MACMILLAN DIRECTOR 0.00 X 0 0 0 ANDREW WHITE DIRECTOR 0.00 X 0 0 0 STEPHANIE WESTERMEIER VICE PRESIDENT 1.00 X X 0 0 0 JOHN BRUNELLE DIRECTOR 0.00 X 0 0 0 MARK DALY DIRECTOR 0.00 X 0 0 0 BRENT KEETH DIRECTOR 0.00 X 0 0 0 LORIE NIES PETTIETTE DIRECTOR 0.00 X 0 0 0 RITA FRANKLIN EXECUTIVE DIRECTOR 36.00 X 45344 0 2501 RICHARD RAIMONDI DIRECTOR 0.00 X 0 0 0 ROBERT WEHDE DIRECTOR 0.00 X 0 0 0 ROBERT TALBOY DIRECTOR 0.00 X 0 0 0 MARK JASZKOWSKI DIRECTOR 0.00 X 0 0 0 MOLLY ROSCOE DIRECTOR 0.00 X 0 0 0 45344 0 2501 0 0 0 0 0 23240 251115 274355 93107 93107 128622 128622 4771665 4615339 156326 156326 156326 247460 23240 94490 152970 152970 OTHER INCOME 900099 67 67 67 805447 156326 0 374766 430000 430000 247620 247620 45344 13603 13603 18138 2267 680 680 907 234 70 70 94 3470 1041 1041 1388 3360 3360 1613 403 807 403 348 348 2551 1275 638 638 INVESTMENT ADVISORY SER 44879 44879 CONTRACT LABOR 17500 17500 PROMOTION 11868 5934 5934 PROFESSIONAL FEES 7500 1875 3750 1875 7114 6153 961 825668 702501 75329 47838 39941 58682 230294 476185 413083 214866 1696 1696 348 0 6886643 6588934 25891 24444 7596200 7363111 210728 114917 210728 114917 X 6049286 5872896 1336186 1375298 7385472 7248194 7596200 7363111 X -20221 -117057 X X 1 0 1 X 0 X X 0 0 0 BISHOP KELLY HIGH SCHOOL 820200748 SCHOOL 1 1 1 430000 1 430000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1696 1696 0 0 OTHER INVESTMENTS 6588934 F 6588934 DUE TO BISHOP KELLY HIGH SCHOOL 114917 114917 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: IN ACCORDANCE WITH FASB ASC 740, THE FOUNDATION HAS EVALUATED ITS OPERATIONS AS OF JUNE 30, 2012 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. WINNER'S CHOICE 270700 23240 247460 94490 270700 23240 247460 94490 94490 152970 1 BISHOP KELLY HIGH SCHOOL 7009 FRANKLIN ROAD BOISE ID 83709 820200748 430000 GENERAL SUPPORT SCHOLARSHIPS 247620 FORM 990, PART VI, SECTION B, LINE 11 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 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -117,057. 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.