LOURDES FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOURDES FOUNDATION INC (EIN 23-7367336)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-15
- IRS object ID
- 201223209349303947
- Schema version
- 2011v1.2
- 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 | 2012-11-15T12:15:36-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411489071 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SCHAFER AND ASSOC LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH BROADWAY SUITE 102 | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237367336 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOURDES FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOUR | NameControl |
| Phone | 5072892584 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 WEST CENTER STREET | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55902 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY GEISLER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5072892584 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK G PACZOSA | Name |
| PTIN | P00029978 | PTIN |
| Phone | 5072883277 | Phone |
| Date Prepared | 2012-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TIMOTHY GEISLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 WEST CENTER STREET | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1101073 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LOURDESFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | LOURDES FOUNDATION ATTRACTS, MANAGES, AND CHANNELS PHILANTHROPIC RESOURCES TO ENSURE A VITAL CATHOLIC EDUCATION AT LOURDES HIGH SCHOOL. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 381686 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 168621 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 165426 | InvestmentIncomePriorYear |
| Investment Income Current Year | 177750 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12055 | OtherRevenuePriorYear |
| Other Revenue Current Year | 13675 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 559167 | TotalRevenuePriorYear |
| Total Revenue Current Year | 360046 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 130025 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 142865 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 114498 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 133556 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 57956 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 118384 | OtherExpensePriorYear |
| Other Expenses Current Year | 251629 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 362907 | TotalExpensesPriorYear |
| Total Expenses Current Year | 528050 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 196260 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -168004 | RevenuesLessExpensesCY |
| Total Assets BOY | 5473433 | TotalAssetsBOY |
| Total Assets EOY | 5217687 | TotalAssetsEOY |
| Total Liabilities BOY | 8926 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10239 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5464507 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5207448 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | LOURDES FOUNDATION ATTRACTS, MANAGES AND CHANNELS PHILANTHROPIC RESOURCES TO ENSURE A VITAL CATHOLIC EDUCATION AT LOURDES HIGH SCHOOL. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 142865 | Expense |
| Description | SCHOLARSHIPS PROGRAM - AWARDED $142,865 TO A TOTAL OF 75 STUDENTS BASED ON FINANCIAL NEED ASSESSMENTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 121630 | Expense |
| Description | LOURDES HIGH SCHOOL BUILDING FUTURE EXPANSION | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 72373 | Expense |
| Description | ALUMNI ASSOCIATION SUPPORT - DURING 2012 ASSISTED WITH 14 CLASS REUNIONS WITH 1,936 LOURDES HIGH SCHOOL CLASSMATES GETTING RECONNECTED, SPONSORED THE ANNUAL 'DISTINGUISHED ALUMNI SPEAKER' EVENT, AND HOSTED A 'POST HOMECOMING GAME PARTY' AT LOURDES HIGH SCHOOL | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 69270 | Expense |
| Description | SUPPORT OF LOURDES HIGH SCHOOL STUDENT ACTIVITIES AND OPERATING EXPENSES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 69270 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 406138 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 | 0 | QuidProQuoContributions |
| 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 | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | 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 | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY SITZER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5072892584 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 WEST CENTER STREET | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55902 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| THERESE ARMSTEAD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVEN BIENIEK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JULIE BURGART | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| BOB GANDER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIMOTHY GEISLER | ||||||
| PRESIDENT-ELECT | 1.00 | X | 0 | 0 | 0 | X |
| GREG GRIFFITHS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL KESLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN KRECKE | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| FRITZ KVATERNIK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN LAWSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL LOSE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DIANA NICOLAY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MIKE MCNEIL RESIGNED | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KAREN PETERSEN | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| CHRISTOPHER PRICE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK STADTHERR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ANDREW POTERUCHA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIMOTHY SITZER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 65408 | 0 | 4800 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 65408 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 4800 | 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 |
| All Other Contributions | 168621 | AllOtherContributions |
| Total Contributions | 168621 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 175812 | TotalRevenueColumn |
| Exclusion | $175,812 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 12760 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2800 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9960 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9960 | TotalRevenueColumn |
| Exclusion | $9,960 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 727556 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 725618 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1938 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1938 | TotalRevenueColumn |
| Exclusion | $1,938 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 16324 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 12609 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3715 | TotalRevenueColumn |
| Exclusion | $3,715 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 360046 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $191,425 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142865 | Total |
| Program Services | 142865 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70208 | Total |
| Program Services | 46337 | ProgramServices |
| Management And General | 8425 | ManagementAndGeneral |
| Fundraising | 15446 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52664 | Total |
| Program Services | 34758 | ProgramServices |
| Management And General | 6320 | ManagementAndGeneral |
| Fundraising | 11586 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10684 | Total |
| Program Services | 7052 | ProgramServices |
| Management And General | 1282 | ManagementAndGeneral |
| Fundraising | 2350 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10650 | Total |
| Management And General | 10650 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24632 | Total |
| Management And General | 24632 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2093 | Total |
| Management And General | 2093 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31180 | Total |
| Program Services | 20786 | ProgramServices |
| Fundraising | 10394 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16757 | Total |
| Program Services | 6449 | ProgramServices |
| Management And General | 3859 | ManagementAndGeneral |
| Fundraising | 6449 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9016 | Total |
| Program Services | 4508 | ProgramServices |
| Fundraising | 4508 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5287 | Total |
| Program Services | 3490 | ProgramServices |
| Management And General | 634 | ManagementAndGeneral |
| Fundraising | 1163 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3347 | Total |
| Management And General | 1674 | ManagementAndGeneral |
| Fundraising | 1673 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2017 | Total |
| Management And General | 1008 | ManagementAndGeneral |
| Fundraising | 1009 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| BUILDING OUR FUTURE | 121630 | 121630 |
| STAFF ENRICHMENT | 7996 | 7996 |
| LOURDES HS ACTIVITIES | 7840 | 7840 |
| ALUMNI RELATIONS | 2427 | 2427 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6757 | Total |
| Management And General | 3379 | ManagementAndGeneral |
| Fundraising | 3378 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 528050 | Total |
| Program Services | 406138 | ProgramServices |
| Management And General | 63956 | ManagementAndGeneral |
| Fundraising | 57956 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196761 | BOY |
| EOY | 170570 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88704 | BOY |
| EOY | 45086 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9855 | BOY |
| EOY | 9890 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 951980 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19348 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 935979 | BOY |
| EOY | 932632 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4242134 | BOY |
| EOY | 4059509 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5473433 | BOY |
| EOY | 5217687 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8926 | BOY |
| EOY | 10239 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8926 | BOY |
| EOY | 10239 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 599676 | BOY |
| EOY | 595358 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 458148 | BOY |
| EOY | 99167 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4406683 | BOY |
| EOY | 4512923 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5464507 | BOY |
| EOY | 5207448 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5473433 | BOY |
| EOY | 5217687 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -168004 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -89056 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 236732 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 482357 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 551978 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 381686 | CurrentTaxYearMinus1Year |
| Current Tax Year | 168621 | CurrentTaxYear |
| Total | 1821374 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 236732 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 482357 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 551978 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 381686 | CurrentTaxYearMinus1Year |
| Current Tax Year | 168621 | CurrentTaxYear |
| Total | 1821374 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1821374 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 234838 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 175174 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 111885 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 169508 | CurrentTaxYearMinus1Year |
| Current Tax Year | 185772 | CurrentTaxYear |
| Total | 877177 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2698551 | TotalSupport |
| Public Support Pertcentage170 | 0.67490 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72090 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4406683 | BeginningOfYearBalance |
| Contributions | 106240 | Contributions |
| End Of Year Balance | 4512923 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4089806 | BeginningOfYearBalance |
| Contributions | 316877 | Contributions |
| End Of Year Balance | 4406683 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3601193 | BeginningOfYearBalance |
| Contributions | 488613 | Contributions |
| End Of Year Balance | 4089806 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3504054 | BeginningOfYearBalance |
| Contributions | 103792 | Contributions |
| Investment Earnings Or Losses | -6653 | InvestmentEarningsOrLosses |
| End Of Year Balance | 3601193 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 929285 | InvestmentCostOrOtherBasis |
| Book Value | 929285 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22695 | OtherCostOrOtherBasis |
| Depreciation | 19348 | Depreciation |
| Book Value | 3347 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 932632 | TotalOfBookValueLandBuildings |
| Total Revenue | 360046 | TotalRevenue |
| Total Expenses | 528050 | TotalExpenses |
| Excess Or Deficit For Year | -168004 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -89056 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -89056 | TotalAdjustments |
| Excess Or Deficit Per FS | -257060 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 276416 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -89056 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 30058 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -58998 | RevenueNotRptdF990 |
| Revenue Subtotal | 335414 | RevenueSubtotal |
| Other Revenues Not Included | 24632 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 24632 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 360046 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 533475 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 30058 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 30058 | ExpensesNotRptdF990 |
| Expenses Subtotal | 503417 | ExpensesSubtotal |
| Other Expenses Not Included | 24632 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 24632 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 528049 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEES 24,632. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEES 24,632. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | HALL OF FAME | NameOfEvent1 |
| Gross Receipts Event1 | 15520 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 15520 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 9659 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 15520 | GrossReceiptsTotal |
| Gross Revenue Total Events | 15520 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 9659 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 9659 | DirectExpenseSummaryEvents |
| Net Income Summary | 5861 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOURDES HIGH SCHOOL | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 W CENTER STREET | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 410740119 | EINOfRecipient |
| IRC Section | 170(B)(1)(A)(II) | IRCSection |
| Amount Of Cash Grant | 142865 | AmountOfCashGrant |
| Purpose Of Grant | STUDENT SCHOLARSHIPS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Schedule L IRS990ScheduleL
Form990 Schedule L Part III Form990ScheduleLPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Interested Person | ANDREW LOSE STUDENT | NameOfInterestedPerson |
| Relationship With Organization | DIRECTOR MICHAEL LOSE'S SON | RelationshipWithOrganization |
| Amount Of Grant | 1000 | AmountOfGrant |
| Type Of Assistance | COLLG SCHOLARSHIP | TypeOfAssistance |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION'S BYLAWS WERE AMENDED ON MAY 9, 2012 FOR THE PURPOSE OF CHANGING AN OFFICER TITLE FROM VICE PRESIDENT TO PRESIDENT-ELECT, AND TO REVISE THE ELECTION TERMS FOR OFFICERS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF FORM 990 IS EMAILED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL BEFORE FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER IS REQUIRED TO DISCLOSE CONFLICTS OF INTEREST AS THEY ARISE. | |
| FORM 990, PART VI, SECTION B, LINE 15A | PERFORMANCE EVALUATION FORMS WERE SENT TO THE ENTIRE BOARD OF DIRECTORS. THE OFFICERS COMPILED THE RESULTS OF THE COMPLETED EVALUATIONS AND DISCUSSED WITH THE EXECUTIVE DIRECTOR. SALARY RECOMMENDATIONS WERE COMPARED WITH REGIONAL COMPARATIVE DATA. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE LOURDES FOUNDATION FORM 990 IS MADE AVAILABLE TO THE PUBLIC ON ITS WEBSITE OR UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | LOURDES FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT GUIDESTAR.ORG WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -89,056. | CHANGES IN NET ASSETS OR FUND BALANCES: |