BISHOP KELLY FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BISHOP KELLY FOUNDATION INC (EIN 82-0332399)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-15
- IRS object ID
- 201343509349301309
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-15T16:56:30-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820358530 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAVIS JEFFRIES PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 W WASHINGTON ST | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 837025953 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820332399 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BISHOP KELLY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BISH | NameControl |
| Phone | 2083234789 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7009 FRANKLIN ROAD | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 83709 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RITA FRANKLIN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2083234789 | Phone |
| Date Signed | 2013-12-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KELLY D SONNICHSEN CPA | Name |
| PTIN | P00482643 | PTIN |
| Phone | 2083455383 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RITA FRANKLIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7009 FRANKLIN ROAD | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 83709 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4334953 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | ID | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 107 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 274355 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 413623 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 378055 | InvestmentIncomePriorYear |
| Investment Income Current Year | 479138 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 153037 | OtherRevenuePriorYear |
| Other Revenue Current Year | 171395 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 805447 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1064156 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 677620 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 705080 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 51315 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 53180 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 62195 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 96733 | OtherExpensePriorYear |
| Other Expenses Current Year | 108064 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 825668 | TotalExpensesPriorYear |
| Total Expenses Current Year | 866324 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -20221 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 197832 | RevenuesLessExpensesCY |
| Total Assets BOY | 7363111 | TotalAssetsBOY |
| Total Assets EOY | 8034936 | TotalAssetsEOY |
| Total Liabilities BOY | 114917 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 62199 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7248194 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7972737 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 459647 | Expense |
| Grants | 438600 | Grants |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 262480 | Expense |
| Grants | 262480 | Grants |
| Description | SCHOLARSHIPS TO BISHOP KELLY STUDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4000 | Expense |
| Grants | 4000 | Grants |
| Description | TWO POST SECONDARY SCHOLARSHIPS FOR $2,000 TO BISHOP KELLY GRADUATES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 726127 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | ID | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITA FRANKLIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2083234789 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7009 FRANKLIN ROAD | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 83709 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| 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 | |
| JOHN ECK | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| HAILEY FRECHETTE | ||||||
| DIRECTOR | 0.00 | 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 | |
| MARK MIRANDA | ||||||
| DIRECTOR | 0.00 | 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 | |
| STEVE HIPPLER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| SCOT LUDWIG | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| ROBIN NAVERT | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| LORIE NIES PETTIETTE | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| RITA FRANKLIN | ||||||
| EXECUTIVE DIRECTOR | 36.00 | X | 47030 | 0 | 2586 | |
| 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 | |
| ROBERT ARAVICH | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| PATTY FERY | ||||||
| SECRETARY | 1.00 | 0 | 0 | 0 | X | |
| TIM LAMOTT | ||||||
| PRESIDENT | 2.00 | 0 | 0 | 0 | X | |
| DAVID BRUCE | ||||||
| TREASURER | 1.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 47030 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2586 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 24897 | FundraisingEvents |
| All Other Contributions | 388726 | AllOtherContributions |
| Total Contributions | 413623 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 238963 | TotalRevenueColumn |
| Exclusion | $238,963 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3404571 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3164396 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 240175 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 240175 | TotalRevenueColumn |
| Related Or Exempt Function Income | 240175 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 273388 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 24897 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 106401 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 166987 | TotalRevenueColumn |
| Exclusion | $166,987 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 4408 | TotalRevenueColumn |
| Exclusion | $4,408 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4408 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1064156 | TotalRevenueColumn |
| Related Or Exempt Function Income | 240175 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $410,358 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438600 | Total |
| Program Services | 438600 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266480 | Total |
| Program Services | 266480 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47030 | Total |
| Program Services | 14109 | ProgramServices |
| Management And General | 14109 | ManagementAndGeneral |
| Fundraising | 18812 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2352 | Total |
| Program Services | 706 | ProgramServices |
| Management And General | 705 | ManagementAndGeneral |
| Fundraising | 941 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 234 | Total |
| Program Services | 70 | ProgramServices |
| Management And General | 70 | ManagementAndGeneral |
| Fundraising | 94 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3564 | Total |
| Program Services | 1069 | ProgramServices |
| Management And General | 1069 | ManagementAndGeneral |
| Fundraising | 1426 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3084 | Total |
| Management And General | 3084 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1573 | Total |
| Program Services | 393 | ProgramServices |
| Management And General | 787 | ManagementAndGeneral |
| Fundraising | 393 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 566 | Total |
| Program Services | 282 | ProgramServices |
| Management And General | 142 | ManagementAndGeneral |
| Fundraising | 142 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising | Program ServicesProgramServices |
|---|---|---|---|---|
| INVESTMENT ADVISORY SER | 49349 | 49349 | ||
| CONTRACT LABOR | 18000 | 18000 | ||
| FUNDRAISING EXPENSES | 17293 | 17293 | ||
| PROMOTION | 6260 | 0 | 3130 | 3130 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11939 | Total |
| Program Services | 1288 | ProgramServices |
| Management And General | 8687 | ManagementAndGeneral |
| Fundraising | 1964 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 866324 | Total |
| Program Services | 726127 | ProgramServices |
| Management And General | 78002 | ManagementAndGeneral |
| Fundraising | 62195 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58682 | BOY |
| EOY | 46303 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 476185 | BOY |
| EOY | 260493 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214866 | BOY |
| EOY | 119152 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1696 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1696 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6588934 | BOY |
| EOY | 7586028 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24444 | BOY |
| EOY | 22960 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7363111 | BOY |
| EOY | 8034936 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114917 | BOY |
| EOY | 62199 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114917 | BOY |
| EOY | 62199 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5872896 | BOY |
| EOY | 6340141 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1375298 | BOY |
| EOY | 1632596 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7248194 | BOY |
| EOY | 7972737 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7363111 | BOY |
| EOY | 8034936 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 197832 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 526711 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Non Func | X | SupportingOrg509a3Type3NonFunc |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BISHOP KELLY HIGH SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820200748 | EIN |
| Type Of Organization | SCHOOL | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $438,600 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 438600 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1696 | OtherCostOrOtherBasis |
| Depreciation | 1696 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INVESTMENTS | Description |
| Book Value | 7586028 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7586028 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO BISHOP KELLY HIGH SCHOOL | Description |
| Amount | $62,199 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 62199 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | IN ACCORDANCE WITH FASB ASC 740, THE FOUNDATION HAS EVALUATED ITS OPERATIONS AS OF JUNE 30, 2013 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. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON AND ASSOCIATES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 WESTWOOD PLACE SUITE 250 | AddressLine1 |
| City | BRENTWOOD | City |
| State | TN | State |
| ZIP Code | 37027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PLANNED GIVING SUPPORT | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 16966 | AmountRetainedByContractor |
| Net To Organization | -16966 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 16966 | TotalRetainedByContractors |
| Total Net To Organization | -16966 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINNER'S CHOICE | NameOfEvent1 |
| Gross Receipts Event1 | 298285 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 24897 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 273388 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 106401 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 298285 | GrossReceiptsTotal |
| Charitable Contributions Total | 24897 | CharitableContributionsTotal |
| Gross Revenue Total Events | 273388 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 106401 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 106401 | DirectExpenseSummaryEvents |
| Net Income Summary | 166987 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BISHOP KELLY HIGH SCHOOL | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7009 FRANKLIN ROAD | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 83709 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 820200748 | EINOfRecipient |
| Amount Of Cash Grant | 438600 | AmountOfCashGrant |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrant |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Amount Of Cash Grant | 266480 | AmountOfCashGrant |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHARITABLE AUCTION ITEMS | Description |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | MANY DONORS GIVE VARIOUS ITEMS EACH YEAR FOR THE CHARITABLE AUCTION EVENT HELD AT THE FOUNDATION'S WINNER'S CHOICE DINNER. THE FOUNDATION RECORDS REVENUE EQUAL TO THE WINNING BID FOR EACH ITEM SOLD AT THE CHARITABLE AUCTION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 |
| 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. |
Comments