2025-04-25T09:18:00-05:00 2024-06-30 420941961 KING REINSCH PROSSER & CO LLP 522 4TH STREET SUITE 200 SIOUX CITY IA 51101 990 2023-07-01 237030715 CATHOLIC SCHOOL FOUNDATION OF THE DIOCESE OF SIOUX CITY CATH 7122557933 1821 JACKSON STREET SIOUX CITY IA 511051055 BISHOP R WALKER NICKLESS PRESIDENT 7122557933 2025-04-22 1 1 REBECCA GEORGE P01228245 7122585550 2025-04-16 2023 2025-03-06 01:10:19Z BISHOP R WALKER NICKLESS 1821 JACKSON STREET SIOUX CITY IA 511051055 906994 0 0928 X N/A X 1902 IA SUPPORT CATHOLIC SCHOOLS. 14 14 0 14 0 0 493485 816194 0 0 0 0 -42195 32950 451290 849144 702217 712464 0 0 0 0 0 0 49994 129852 176440 832069 888904 -380779 -39760 18539038 20313561 85341 13899 18453697 20299662 SUPPORT CATHOLIC HIGH SCHOOLS AND GRADE SCHOOLS IN THE DIOCESE OF SIOUX CITY. 0 0 770388 712464 THE FOUNDATION AWARDED $712,464 IN GRANTS TO THE CATHOLIC HIGH SCHOOLS AND GRADE SCHOOLS IN THE DIOCESE OF SIOUX CITY. 770388 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X THE ORGANIZATION 7122557933 1821 JACKSON STREET SIOUX CITY IA 511051055 X BISHOP R WALKER NICKLESS PRESIDENT 1.00 X X 0 0 0 NIC NELSON BOARD CHAIRPERSON 1.00 X X 0 0 0 PATTY LANSINK DIRECTOR 1.00 X X 0 0 0 CARLOS ALMENDAREZ DIRECTOR 1.00 X 0 0 0 AMY JUNGERS DIRECTOR 1.00 X 0 0 0 RANDY SCHMITZ DIRECTOR 1.00 X 0 0 0 LEON HEIDER DIRECTOR 1.00 X 0 0 0 DENNIS BOYLE DIRECTOR 1.00 X 0 0 0 JILL BOOK DIRECTOR 1.00 X 0 0 0 REV CRAIG COLLISON DIRECTOR 1.00 X 0 0 0 REVEREND TIMOTHY PICK DIRECTOR 1.00 X 0 0 0 MARK PROSSER DIRECTOR 1.00 X 0 0 0 KELLY FOLEY DIRECTOR 1.00 X 0 0 0 MIKE JOHNSON DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 816194 816194 90800 57850 32950 32950 849144 0 0 32950 712464 712464 129264 57924 26292 45048 7900 7900 7748 3249 4499 1220 773 447 1484 1484 LAND EXPENSE 28824 28824 888904 770388 68522 49994 40221 10718 0 605360 540 2550 18498277 19694933 18539038 20313561 2235 2172 83106 11727 85341 13899 X 5768974 7089459 12684723 13210203 18453697 20299662 18539038 20313561 X -39760 1885725 X X 0 1 X 1 0 X 587403 581109 569146 516985 816194 3070837 587403 581109 569146 516985 816194 3070837 978592 2092245 179768 68771 248539 3319376 0.63030 0.70210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2315640 600000 235766 87337 3064069 2231855 184192 100407 2315640 2493247 -234762 26630 2231855 2061814 516329 84896 2493247 2066654 59872 64712 2061814 0.00000 0.71420 0.28580 1 0 0 CSV OF LIFE INSURANCE 58825 CHARITABLE GIFT ANNUITIES 2002025 INTEREST IN NET ASSETS OF THE DIOCESE OF SIOUX CITY (CC) 5429630 INTEREST IN INVESTMENT POOL 8284778 LAND - HELD FOR INVESTMENT 3919675 19694933 FUNDS HELD FOR OTHERS 11727 11727 2793394 675 1885725 1886400 906994 -57850 -57850 849144 947429 675 57850 58525 888904 0 888904 PART V, LINE 4: SUPPORT OF CATHOLIC SCHOOLS IN THE DIOCESE OF SIOUX CITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST IN NET ASSETS OF THE DIOCESE OF SIOUX CITY 544,841. CHANGE IN INTEREST IN INVESTMENT POOL 774,847. CHANGE IN VALUE OF GIFT ANNUITIES 566,037. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT GAMING EXPENSES (RAFFLE FUNDRAISER) -57,850. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT GAMING EXPENSES (RAFFLE FUNDRAISER) 57,850. 90800 50000 7850 0 90800 50000 7850 57850 32950 IA 1 0 0 0 1.00000 DIANE DONNELLY 1821 JACKSON STREET SIOUX CITY IA 51105 0 DIANE DONNELLY 0 VOLUNTEER - DIRECTOR OF FINANCE X 0 1 BISHOP GARRIGAN CATHOLIC SCHOOLS 1224 N MCCOY ST ALGONA IA 50511 410812927 501 (C) (3) 68481 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. SACRED HEART CATHOLIC SCHOOL 1111 MARSHALL ST BOONE IA 50036 420680477 501 (C) (3) 83977 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. KUEMPER CATHOLIC SCHOOLS 116 S EAST ST CARROLL IA 51401 270057741 501 (C) (3) 85711 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. DANBURY CATHOLIC SCHOOL 602 PEACH ST DANBURY IA 51019 420757414 501 (C) (3) 13957 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. ST EDMOND CATHOLIC SCHOOLS 501 N 22ND ST FORT DODGE IA 50501 420761065 501 (C) (3) 42223 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. SPALDING CATHOLIC SCHOOLS PO BOX 168 GRANVILLE IA 510220168 420866655 501 (C) (3) 24179 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. ST MARY GRADE SCHOOL 303 3RD AVE N HUMBOLDT IA 50548 612104663 501 (C) (3) 28586 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. GEHLEN CATHOLIC SCHOOLS 709 PLYMOUTH ST NE LEMARS IA 51031 420733467 501 (C) (3) 27424 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. POCAHONTAS CATHOLIC SCHOOLS 305 SW 3RD POCAHONTAS IA 50574 420933282 501 (C) (3) 30312 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. ST CATHERINE - ST MARY SCHOOLS 321 FULTON ST REMSEN IA 51050 420698236 501 (C) (3) 41919 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. ST PATRICK SCHOOL 1020 4TH AVE SHELDON IA 51201 932456695 501 (C) (3) 25619 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. BISHOP HEELAN CATHOLIC SCHOOLS 1018 GRANDVIEW BLVD SIOUX CITY IA 51105 420698209 501 (C) (3) 138102 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. SACRED HEART CATHOLIC SCHOOL 1111 4TH AVE W PO BOX 817 SPENCER IA 513010817 421384559 501 (C) (3) 33629 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. ST MARY'S HIGHELEMENTARY SCHOOL 304 SENECA ST STORM LAKE IA 50588 934481306 501 (C) (3) 20376 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. ST ROSE CATHOLIC SCHOOL 1012 2ND AVE S DENISON IA 51442 933810662 501 (C) (3) 14344 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. EMMETSBURG CATHOLIC SCHOOL 1903 SOUTH BROADWAY STREET EMMETSBURG IA 50536 420725197 501 (C) (3) 33623 0 PROVIDE FINANCIAL ASSISTANCE TO DIOCESAN SCHOOL. PART I, LINE 2: THE CATHOLIC SCHOOL FOUNDATION ESTABLISHES AN ANNUAL BUDGET THAT IS APPROVED BY THE GOVERNING BOARD. THE BUDGET INCLUDES GRANTS TO DIOCESAN SCHOOLS. BUDGET VARIANCES ARE MONITORED ON A MONTHLY BASIS BY THE FINANCE OFFICE AND BIANNUALLY BY THE GOVERNING BOARD. THE GRANT AWARDS ARE ALLOCATED AMONG THE PARTICIPATING DIOCESAN SCHOOLS BASED ON ENROLLMENT OR APPROVED WRITTEN PROPOSALS. SUBSTANTIALLY ALL OF THE GRANTS ARE REIMBURSEMENT GRANTS AND SCHOOLS ARE REQUIRED TO SUBMIT DOCUMENTATION OF EXPENSES INCURRED. REIMBURSEMENT CLAIMS ARE AUDITED BY THE EDUCATION AND STEWARDSHIP DEPARTMENTS AND REVIEWED BY THE FINANCE OFFICE PRIOR TO PROCESSING THE REIMBURSEMENTS. UNEXPENDED GRANT FUNDS CANNOT BE CARRIED FORWARD INTO THE NEXT FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE DIOCESAN DIRECTOR OF FINANCE AND THE DIRECTOR OF ADMINISTRATION AND FISCAL AFFAIRS. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICTS OF INTEREST ARE BROUGHT TO THE BOARD ON A TIMELY BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST IN NET ASSETS OF DIOCESE OF SIOUX CITY 544,841. CHANGE IN INTEREST IN INVESTMENT POOL 774,847. CHANGE IN VALUE OF GIFT ANNUITIES 566,037. FORM 990, PART XII, LINE 2C; THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.