2024-03-14T12:31:19-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2022-07-01 831198784 ST MARY CATHOLIC SCHOOLS FOUNDATION INC STMA 9202157442 1050 ZEPHYR DRIVE NEENAH WI 54956 TERRY JACK BOARD TREASURER 9202157442 2024-02-21 1 TERRY JACK 999009999 1 KRISTEN DONLEVY P01670215 4144761880 2024-02-21 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z RYAN VALENTINE 1050 ZEPHYR DRIVE NEENAH WI 54956 27134 0 X HTTPS://SMCATHOLICSCHOOLS.ORG/SMCS-FOUNDATION/ X 2018 WI THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE WITH THE INTENTION TO SUPPORT AND PROVIDE ASSISTANCE TO THE OPERATIONS AND ACTIVITIES OF THE ST MARY CATHOLIC SCHOOL SYSTEM AND ITS STUDENTS IN THE COMMUNITIES OF NEENAH AND MENASHA WISCONSIN. 11 11 0 10 0 0 334071 11748 0 0 12382 15386 0 0 346453 27134 3276 9845 0 0 0 0 0 0 0 2057 6709 5333 16554 341120 10580 628706 692430 404 3431 628302 688999 X THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR RELIGIOUS AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE WITH THE INTENTION TO SUPPORT AND PROVIDE ASSISTANCE TO THE OPERATIONS AND ACTIVITIES OF THE ST MARY CATHOLIC SCHOOL SYSTEM AND ITS STUDENTS IN THE COMMUNITIES OF NEENAH AND MENASHA WISCONSIN. 0 0 16554 9845 THE SPECIFIC PURPOSE OF THIS CORPORATION SHALL BE TO SUPPORT AND PROVIDE ASSISTANCE TO THE ST. MARY CATHOLIC SCHOOL SYSTEM LOCATED IN NEENAH, WI, AND ITS AFFILIATES THROUGH RELIGIOUS AND/OR EDUCATIONAL PURPOSES. 16554 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 WI X X DAVID DIEDRICK 9202157442 1050 ZEPHYR DRIVE NEENAH WI 54956 X RYAN VALENTINE PRESIDENT 5.00 X X 0 0 0 TERRY JACK TREASURER 1.00 X X 0 0 0 HELEN ENGLEBERT VICE PRESIDENT 1.00 X X 0 0 0 RYAN WIRTH SECRETARY 2.00 X X 0 0 0 DAVID DIEDRICK SMCS DIRECTOR OF BUSINESS SERVICES 1.00 X 0 0 0 JIM BRITT DIRECTOR 1.00 X 0 0 0 KATHLEEN MCCURDY SMCS DIRECTOR OF ADVANCEMENT 1.00 X 0 0 0 JOSH DIEDRICH DIRECTOR 1.00 X 0 0 0 LORI VEGSO DIRECTOR 1.00 X 0 0 0 DANIEL MCKENNA PRESIDENT OF SMCS 1.00 X 0 0 0 0 0 0 0 0 0 0 0 11748 11748 14368 14368 1018 0 1018 1018 1018 27134 0 0 15386 9845 9845 3231 3231 3471 3471 CREDIT CARD FEES 7 7 16554 16554 0 0 29983 11525 96 598723 680809 628706 692430 404 3431 404 3431 X 54420 688999 573882 0 628302 688999 628706 692430 10580 50117 0 X 0 0 0 X 6957 66732 279779 334071 11748 699287 6957 66732 279779 334071 11748 699287 176990 522297 40 1142 5064 14368 20614 719901 0.72550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 INVESTMENTS 680809 C 680809 DUE TO SMCS 3431 3431 1 ST MARY CATHOLIC SCHOOLS INC 391656963 9845 0 TO SUPPORT THE GENERAL OPERATIONS OF ST. MARY CATHOLIC SCHOOLS. 1 PART I, LINE 2: GRANT AMOUNT IS CALCULATED ANNUALLY IN ACCORDANCE WITH THE ORGANIZATION'S SPENDING POLICY. DEPENDING ON STATE OF FUNDS, BOARD DETERMINES WHETHER OR NOT GRANT WILL BE DISBURSED. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THIS AUTHORITY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S OFFICERS, BOARD MEMBERS, AND MANAGEMENT WILL REVIEW BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR SHALL DISCLOSE TO THE BOARD OF DIRECTORS ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST WHENEVER THE DUALITY OR CONFLICT PERTAINS TO A MATTER BEING CONSIDERED BY THE BOARD. IF ANY DIRECTOR HAS DUALITY OF INTEREST OR CONFLICT OF INTEREST ON ANY MATTER, THEN THAT DIRECTOR SHALL ABSTAIN FROM VOTING ON THE MATTER AND SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE VOTE ON THE MATTER UNLESS SUCH DUALITY OF INTEREST OR CONFLICT OF INTEREST IS EXCUSED BY A MAJORITY OF THE OTHER DIRECTORS AS NOT MATERIAL. IF A MAJORITY OF THE OTHER DIRECTORS EXCUSE A DIRECTOR'S DUALITY OF INTEREST OR CONFLICT OF INTEREST ON A MATTER AS NOT MATERIAL AFTER FULL DISCLOSURE OF SUCH CONFLICT, THAT DIRECTOR MAY VOTE ON THE MATTER AND, IF SUCH DIRECTOR DECIDES TO VOTE ON THE MATTER, THEN THAT DIRECTOR SHALL BE COUNTED IN DETERMINING THE QUORUM FOR THE VOTE ON THE MATTER. HOWEVER, IF THAT DIRECTOR SHOULD ABSTAIN FROM VOTING ON THE MATTER, HE OR SHE SHALL NOT USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, BUT MAY BRIEFLY STATE HIS OR HER POSITION ON THE MATTER AND MAY ANSWER PERTINENT QUESTIONS FROM OTHER DIRECTORS SINCE HIS OR HER KNOWLEDGE MAY BE OF GREAT ASSISTANCE. THE MINUTES OF THE MEETING INVOLVING ANY SUCH SITUATION SHALL REFLECT THAT A DISCLOSURE WAS MADE, WHETHER ABSTENTION FROM VOTING OCCURRED, AND THE QUORUM SITUATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST.