2024-05-15T11:46:21-05:00 2023-06-30 810446334 DOUGLAS WILSON & COMPANY PC 1000 FIRST AVENUE SOUTH GREAT FALLS MT 59401 990 2022-07-01 383819006 BILLINGS CATHOLIC SCHOOLS FOUNDATION BILL 4062520252 215 N 31ST STREET BILLINGS MT 59101 ADAM LIBERTY PRESIDENT 4062520252 2024-05-14 1 ADAM LIBERTY XXX-XX-XXXX 0 GERARD K SCHMITZ P00039906 4067614645 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ADAM LIBERTY 215 N 31ST STREET BILLINGS MT 59101 7403173 0 X HTTPS://WWW.BILLINGSCATHOLICSCHOOLSFOUNDATION.ORG X 2007 MT FOSTERING THE CONTINUED SUCCESS AND ENRICHMENT OF THE BILLINGS CATHOLIC SCHOOLS 16 15 0 0 0 0 1662344 1589521 0 0 1179809 786966 412560 438011 3254713 2814498 1622794 2755409 0 0 218886 252347 0 0 58767 762807 754788 2604487 3762544 650226 -948046 33019043 32904984 255409 207541 32763634 32697443 X ESTABLISHED ON A LEGACY OF FAITH AND PHILANTHROPY, THE BILLINGS CATHOLIC SCHOOLS FOUNDATION PROVIDES FOR THE IMMEDIATE NEEDS AND LASTING STABILITY OF OUR BILLINGS CATHOLIC SCHOOLS TO SUPPORT AN EXCEPTIONAL CATHOLIC EDUCATION FOR OUR COMMUNITY'S FAMILIES. 0 0 3292438 2755409 PROVIDING SCHOLARSHIPS AND DISTIBUTIONS TO THE BILLINGS CATHOLIC SCHOOLS WHICH INCLUDES:$412,749 FROM THE BILLINGS AREA CATHOLIC EDUCATION TRUST$610,313 FROM THE MAYFAIR FUNDRAISER$151,998 FROM THE ANNUAL FUND$40,340 FROM TUITION ASSISTANCE$254,718 FROM PROJECTS$1,101,196 FROM ELEVATOR$125,000 FROM THE PORTER ENDOWMENT$16,368 FROM SPECIAL EVENTS$40,477 FROM THE DUFFNER ENDOWMNENTOTHER EXPENSES MAKING UP TOTAL PROGRAM EXPENSES INCLUDE DEPRECIATION OF $537,029 RELATED TO THE NEW SCHOOL BUILT. 3292438 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 4062520252 215 N 31ST STREET BILLINGS MT 59101 COTE MANGEL BOARD CHAIRMAN 1.00 X X 0 0 0 TRICIA HANSEN VICE-CHAIRMAN 1.00 X X 0 0 0 BRYCE BURKE SECRETARY/TREASURER 1.00 X X 0 0 0 CONNOR CUNNINGHAM DIRECTOR 1.00 X 0 0 0 QUINN DONOVAN DIRECTOR 1.00 X 0 0 0 CHRISTINE HARRIS DIRECTOR 1.00 X 0 0 0 JARED HARRIS DIRECTOR 1.00 X 0 0 0 RACHEL TURLEY DIRECTOR 1.00 X 0 0 0 RYAN TONER DIRECTOR 1.00 X 0 0 0 RICK MCCANN DIRECTOR 1.00 X 0 0 0 AMY REGER DIRECTOR 1.00 X 0 0 0 BRITTANIE PAQUETTE DIRECTOR 1.00 X 0 0 0 AUSTIN TRUNKLE DIRECTOR 1.00 X 0 0 0 COLTON WELHAVEN DIRECTOR 1.00 X 0 0 0 REBEKAH WILLIAMS DIRECTOR 1.00 X 0 0 0 ANDREW MCDONALD EX-OFFICIO MEMBER 1.00 X 0 0 0 ADAM LIBERTY EXEC DIRECTOR/PRESIDENT 40.00 X 82403 0 16428 82403 0 16428 0 0 0 0 0 45997 1543524 84136 1589521 479581 479581 4812874 4505489 307385 307385 307385 458137 45997 83186 374951 374951 33559 0 33559 33559 MANAGEMENT FEES 611710 29501 29501 29501 2814498 29501 0 1195476 2755409 2755409 94050 94050 95219 95219 11305 11305 38586 38586 13187 13187 92282 92282 26640 19414 7226 6850 620 6230 19716 15760 3956 1386 1386 2809 2809 537029 537029 5706 5706 PRINTING 22983 10529 12454 BANK FEES 11803 106 11697 DONOR AND VOLUNTEER REL 10890 10890 DUES 6675 6675 10019 3705 6314 3762544 3292438 411339 58767 1142782 293233 117373 62487 29872 97527 17627688 3176995 14987722 14450693 15204800 16384248 103453 173453 1433041 1443343 33019043 32904984 147513 102789 107896 104752 255409 207541 X 15225867 13915307 17537767 18782136 32763634 32697443 33019043 32904984 X -948046 797951 83904 X X 0 1 X 1 0 X 1029121 1575619 681441 1662344 1589521 6538046 1029121 1575619 681441 1662344 1589521 6538046 968449 5569597 898489 1403754 1415160 1179809 786966 5684178 374200 195384 298825 490316 523197 1881922 14104146 1358725 0.39490 0.38220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18724034 722301 566214 1255672 18756877 19151345 930530 -999428 358413 18724034 15669623 307370 3329992 155640 19151345 17143998 229009 -1520015 183369 15669623 16698700 164804 440727 160233 17143998 0.94000 0.06000 0 0 16474152 2494485 13979667 1153536 682510 471026 14450693 3603353 797951 -92282 705669 2897684 -83186 -83186 2814498 3669544 -718 -718 3670262 92282 92282 3762544 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -92,282. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE -83,186. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -83,904. DIRECT FUNDRAISING EXPENSE 83,186. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 92,282. MAYFAIR FUNDRAISER 437003 45997 391006 2380 22188 44062 SFU ART GALA 35879 35879 185 245 1 31252 31252 474 10822 2830 504134 45997 458137 474 13387 22188 47137 83186 374951 33559 0 33559 33559 0 0 0 0 0 0 0 BILLINGS CATHOLIC SCHOOLS 215 NORTH 31ST ST PO BOX 31158 BILLINGS MT 59107 810342894 2755409 0 FOSTERING THE CONTINUED SUCCESS AND ENRICHMENT OF THE BILLINGS CATHOLIC SCHOOLS X 6 84136 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 WILL BE PROVIDED TO THE EXECUTIVE DIRECTOR AND A MEMBERS OF THE BOARD TO BE APPROVED BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS MONITORED AND ENFORCED THROUGH THE BYLAWS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MADE ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION ON REQUEST FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS MADE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE OF VALUE IN SPLIT INTEREST AGREEMENT 83,904. FORM 990, PART XII, LINE 2C NO CHANGES FROM PREVIOUS YEAR BILLINGS CATHOLIC SCHOOLS 215 NORTH 31ST ST PO BOX 31158 BILLINGS MT 59107 810342894 PROVIDING CATHOLIC EDUCATION FROM PRE-SCHOOL THROUGH HIGH SCHOOL IN BILLINGS MT 501(C)(3) LINE 2 0 DIOCESE OF GREAT FALLS-BILLINGS JURIDIC PERSONS CAPITAL ASSET SUPPORT CORP 121 23RD ST SO PO BOX 1399 GREAT FALLS MT 59403 474666615 WORKING WITH AND SUPPORTING CATHOLIC PARISHES IN EASTERN MONTANA MT 501(C)(3) LINE 1 0 ROMAN CATHOLIC BISHOP OF THE DIOCESE OF GREAT FALLS-BILLINGS 121 23RD ST SO PO BOX 1399 GREAT FALLS MT 59403 810302011 WORKING WITH AND SUPPORTING CATHOLIC PARISHES IN EASTERN MONTANA MT 501(C)(3) LINE 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 BILLINGS CATHOLIC SCHOOLS B 2755409 AUDITED FINANCIAL STATEMENTS BILLINGS CATHOLIC SCHOOLS P 252347 AUDITED FINANCIAL STATEMENTS ROMAN CATHOLIC BISHOP OF THE DIOCESE OF GREAT FALLS-BILLINGS K AUDITED FINANCIAL STATEMENTS