2026-04-23T17:42:28-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990 2024-07-01 831198784 ST MARY CATHOLIC SCHOOLS FOUNDATION INC STMA 9202157442 1050 ZEPHYR DRIVE NEENAH WI 54956 RYAN WIRTH BOARD PRESIDENT 9202157442 2026-04-21 1 0 KELCEY LEITL P01584977 9202315890 2026-04-21 2024 2025-03-06 01:10:19Z RYAN WIRTH 1050 ZEPHYR DRIVE NEENAH WI 54956 3275746 0 X WWW.SMCATHOLICSCHOOLS.ORG/SUPPORT-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. 9 9 0 10 0 0 565178 1803587 0 0 5004 23845 0 0 570182 1827432 40628 32217 0 0 0 0 0 0 0 4757 34812 45385 67029 524797 1760403 1522870 3458647 214830 262528 1308040 3196119 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 32217 32217 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. 32217 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 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 9 9 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 WI X LANCE ERNSTING 9207227796 1050 ZEPHYR DRIVE NEENAH WI 54956 X RYAN VALENTINE PRESIDENT - THRU 8/24 5.00 X X 0 0 0 RYAN WIRTH PRESIDENT - AS OF 8/24 5.00 X X 0 0 0 HELEN ENGLEBERT VICE PRESIDENT 1.00 X X 0 0 0 TERRY JACK TREASURER 1.00 X X 0 0 0 JIM BRIT SECRETARY 2.00 X 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 LANCE ERNSTING SMCS DIRECTOR OF BUSINESS SERVICES 5.00 X 0 0 0 0 0 0 0 0 0 0 0 1803587 1803587 44604 44604 1427555 1448314 -20759 -20759 -20759 1827432 0 0 23845 32217 32217 25932 25932 8370 8370 BANK FEES 510 510 67029 32217 34812 0 20124 8804 248780 1326718 0 1253966 2123125 1522870 3458647 26143 26144 188687 236384 214830 262528 X 1059260 1869401 248780 1326718 1308040 3196119 1522870 3458647 1760403 127676 0 X 0 1 X 0 0 X 279779 334071 11748 565178 1803587 2994363 279779 334071 11748 565178 1803587 2994363 1449889 1544474 1142 5064 14368 24805 44604 89983 3084346 0.50070 0.72280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 AGENCY LIABILITY OBLIGATION 236384 236384 1946738 127676 127676 1819062 8370 8370 1827432 58659 0 58659 8370 8370 67029 1 ST MARY CATHOLIC SCHOOLS INC 1050 ZEPHYR DRIVE NEENAH WI 54956 391656963 501(C)(3) 32217 0 N/A N/A TO SUPPORT THE GENERAL OPERATIONS OF ST. MARY CATHOLIC SCHOOLS. 1 0 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 FORM 990 WILL NOT BE REVIEWED/GIVEN TO BOARD MEMBERS PRIOR TO FILING 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.