2024-11-15T07:43:43-06:00 2023-12-31 420941961 KING REINSCH PROSSER & CO LLP 522 4TH STREET SUITE 200 SIOUX CITY IA 51101 990 2023-01-01 205437032 MONSIGNOR LAFFERTY TUITION FOUNDATION MONS 7122557933 1821 JACKSON STREET SIOUX CITY IA 51105 MOST REV R WALKER NICKLESS CHAIRPERSON 7122557933 2024-11-11 1 1 REBECCA GEORGE P01228245 7122585550 2023 2024-10-15 13:58:12Z MOST REV R WALKER NICKLES 1821 JACKSON STREET SIOUX CITY IA 51105 2823220 0 0928 X N/A X 2006 IA THE SOLICITATION, COLLECTION, ADMINISTRATION AND DISTRIBUTION OF VOLUNTARY CONTRIBUTIONS TO ALLOCATE AT LEAST 90% OF ANNUAL REVENUE FOR TUITION GRANTS TO ELIGIBLE STUDENTS WHO RESIDE IN IOWA TO ALLOW EACH STUDENT TO ATTEND ANY QUALIFIED SCHOOL OF THEIR PARENTS' CHOICE. 15 15 0 15 0 0 3604402 2346893 0 0 30339 167128 0 0 3634741 2514021 2850941 3280938 0 0 0 0 0 0 34769 155137 215359 3006078 3496297 628663 -982276 3637455 2645724 11281 1826 3626174 2643898 THE SOLICITATION, COLLECTION, ADMINISTRATION AND DISTRIBUTION OF VOLUNTARY CONTRIBUTIONS TO ALLOCATE AT LEAST 90% OF ANNUAL REVENUE FOR TUITION GRANTS TO ELIGIBLE STUDENTS WHO RESIDE IN IOWA TO ALLOW EACH STUDENT TO ATTEND ANY QUALIFIED SCHOOL OF THEIR PARENTS' CHOICE. 0 0 3280938 3280938 THE FOUNDATION DISTRIBUTED 90% OF IT'S ANNUAL REVENUE IN THE FORM OF TUITION GRANTS TO ELIGIBLE STUDENTS ATTENDING CATHOLIC SCHOOLS IN THE DIOCESE OF SIOUX CITY. 3280938 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X DIANE DONNELLY 7122557933 1821 JACKSON STREET SIOUX CITY IA 51105 X MOST REV R WALKER NICKLESS CHAIRPERSON 1.00 X X 0 0 0 MATT GRETEMAN BOARD MEMBER 1.00 X 0 0 0 SHERRY NILLES BOARD MEMBER 1.00 X 0 0 0 REV MERLIN SCHRAD BOARD MEMBER 1.00 X 0 0 0 DAN GOEBEL BOARD MEMBER 1.00 X 0 0 0 PATTY LANSINK BOARD MEMBER 1.00 X 0 0 0 AARON GRETEMAN BOARD MEMBER 1.00 X 0 0 0 MARK ELY BOARD MEMBER 1.00 X 0 0 0 VERY REV MSGR KEVIN MCCOY BOARD MEMBER 1.00 X 0 0 0 MICHAEL MURPHY BOARD MEMBER 1.00 X 0 0 0 ADRIENNE COLLINS BOARD MEMBER 1.00 X 0 0 0 SARA BORMANN BOARD MEMBER 1.00 X 0 0 0 STEVE PETERS BOARD MEMBER 1.00 X 0 0 0 JAMIE KOOB BOARD MEMBER 1.00 X 0 0 0 JEREMY UHL BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 2346893 309199 2346893 167102 167102 43816 265409 43981 265218 -165 191 26 26 2514021 0 0 167128 3280938 3280938 95688 70236 25452 7500 7500 56813 56813 9317 9317 9760 9760 1100 1100 1116 1116 MEMBERSHIP FEE 17500 17500 ONLINE SERVICE FEE 15943 15943 COPIER LEASE 622 622 3496297 3280938 180590 34769 10967 33044 1098294 486202 2484858 2112560 6666 0 36670 13918 3637455 2645724 11281 1826 11281 1826 X 354287 381302 3271887 2262596 3626174 2643898 3637455 2645724 -982276 0 X X 0 1 X 1 0 X 2780456 3075282 2955226 3604420 2346893 14762277 2780456 3075282 2955226 3604420 2346893 14762277 658416 14103861 61041 38495 19265 31028 167102 316931 15079208 0.93530 0.94690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2513995 0 2513995 26 26 2514021 3496271 -26 -26 3496297 0 3496297 PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF DONATED ASSETS PART XII, LINE 2D - OTHER ADJUSTMENTS: GAIN ON SALE OF DONATED ASSETS 1 TUITION GRANTS FOR ELIGIBLE STUDENTS ATTENDING CATHOLIC SCHOOLS IN THE DIOCESE OF SIOUX CITY. 825 3280938 PART I, LINE 2: MONSIGNOR LAFFERTY TUITION FOUNDATION USES A THIRD PARTY ADMINISTRATOR (TPA) TO COLLECT AND ANALYZE FINANCIAL INFORMATION AND TO DETERMINE RECOMMENDATIONS FOR FINANCIAL ASSISTANCE. THE NEEDS ANALYSIS CALCULATIONS USED BY THE TPA ARE REVIEWED AND APPROVED ANNUALLY. THE MONSIGNOR LAFFERTY TUITION FOUNDATION GOVERNING BOARD REVIEWS AND APPROVES THE GRANT AWARDS. THE MONSIGNOR LAFFERTY TUITION FOUNDATION REVIEWS THE CERTIFIED ENROLLMENT OF SELECTED SCHOOLS FOR COMPLIANCE. X 9 43981 FAIR VALUE X GRAIN 42 265218 SELLING PRICE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 MATT GRETEMAN AND AARON GRETEMAN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 THE DIOCESE OF SIOUX CITY PROVIDES VARIOUS SERVICES INCLUDING: ACCOUNTING, TUITION AWARD MANAGEMENT, DEVELOPMENT/FUNDRAISING, COMPLIANCE WITH STO LAW, EDUCATION OF STO PROGRAM IN DIOCESAN SCHOOLS, AND COORDINATION OF BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE DIRECTOR OF FINANCE, DIOCESE OF SIOUX CITY, BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS OFFICERS, EMPLOYEES, AND MEMBERS OF THE BOARD OF DIRECTORS. CONFLICTS OF INTEREST ARE TO BE DISCLOSED TO THE BOARD CHAIR AS SOON AS THEY ARE KNOWN. IN THE EVENT THAT IT IS UNCLEAR WHETHER A CONFLICT OF INTEREST EXISTS, THE CHAIR SHALL MAKE THE DETERMINATION. PERSONS WITH A CONFLICT OF INTEREST SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST AND SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST MAY NOT VOTE ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND POLICIES OF THE MONSIGNOR LAFFERTY TUITION FOUNDATION ARE AVAILABLE AT THE CENTRAL CATHOLIC OFFICE OF THE DIOCESE OF SIOUX CITY DURING NORMAL OFFICE HOURS. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.