2025-05-14T20:06:31-05:00 2024-06-30 810446334 DOUGLAS WILSON & COMPANY PC 1000 FIRST AVENUE SOUTH GREAT FALLS MT 59401 990 2023-07-01 383819006 BILLINGS CATHOLIC SCHOOLS FOUNDATION BILL 4062520252 215 N 31ST STREET BILLINGS MT 59101 ADAM LIBERTY PRESIDENT 4062520252 2025-05-14 1 1 GERARD K SCHMITZ P00039906 4067614645 2023 2025-03-06 01:10:19Z ADAM LIBERTY 215 N 31ST STREET BILLINGS MT 59101 8898922 0 X HTTPS://WWW.BILLINGSCATHOLICSCHOOLSFOUNDATION.ORG X 2007 MT FOSTERING THE CONTINUED SUCCESS AND ENRICHMENT OF THE BILLINGS CATHOLIC SCHOOLS 19 18 0 0 0 0 1589521 1648521 0 0 786966 1241496 438011 566073 2814498 3456090 2755409 2131656 0 0 252347 268227 0 0 61175 754788 767334 3762544 3167217 -948046 288873 32904984 35606290 207541 1404522 32697443 34201768 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 2668685 2131656 PROVIDING SCHOLARSHIPS AND DISTIBUTIONS TO THE BILLINGS CATHOLIC SCHOOLS WHICH INCLUDES:$423,651 FROM THE BILLINGS AREA CATHOLIC EDUCATION TRUST$508,275 FROM THE MAYFAIR FUNDRAISER$83,627 FROM THE ANNUAL FUND$55,130 FROM TUITION ASSISTANCE$397,867 FROM URBASKA FIELD$250,000 FROM THE PORTER ENDOWMENT$39,972 FROM DUFFNER ENDOWMENT$3,050 FROM ECE$29,804 FROM SFC$82,721 FROM BCCHS$94,000 FROM BCS$71,615 FROM BCS TUITION ASSISTANCE$75,000 FROM SPECIAL EVENTS CENTRAL CROSS CLUB$15,294 FROM SPECIAL EVENTS RAM SCRAMBLEOTHER EXPENSES MAKING UP TOTAL PROGRAM EXPENSES INCLUDE DEPRECIATION OF $537,029 RELATED TO THE NEW SCHOOL BUILT. 2668685 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 19 18 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 COLTON WELHAVEN BOARD CHAIRMAN 1.00 X X 0 0 0 AMY REGER 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 EDWARD AVILA DIRECTOR 1.00 X 0 0 0 RICK MCCANN DIRECTOR 1.00 X 0 0 0 PATRICK BEDDOW 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 CAITLIN CORSON DIRECTOR 1.00 X 0 0 0 REBEKAH WILLIAMS DIRECTOR 1.00 X 0 0 0 ALEKSEI GROSULAK DIRECTOR 1.00 X 0 0 0 SHANNA TOURTLOTTE 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 85753 0 29164 85753 0 29164 0 0 0 0 0 101876 1546645 146046 1648521 593817 593817 5979206 5331527 647679 647679 647679 579343 101876 111305 468038 468038 38050 0 38050 38050 MANAGEMENT FEES 611710 59985 59985 59985 3456090 59985 0 1747584 2131656 2131656 97342 97342 105042 105042 12144 12144 39821 39821 13878 13878 104094 104094 25935 17298 8637 8350 2119 6231 18895 15388 3507 1061 1061 1446 1446 537029 537029 5948 5948 PRINTING 23752 11395 12357 BANK FEES 18755 111 18644 DONOR AND VOLUNTEER REL 7132 7132 DUES 7021 6499 522 7916 3771 4145 3167217 2668685 437357 61175 293233 1090065 62487 37942 97527 76431 17627688 3714024 14450693 13913664 16384248 18802649 173453 103453 1443343 1582086 32904984 35606290 102789 1333117 104752 71405 207541 1404522 X 13915307 14400682 18782136 19801086 32697443 34201768 32904984 35606290 X 288873 1042926 172526 X 0 1 X 1 0 X 1575619 681441 1662344 1589521 1648521 7157446 1575619 681441 1662344 1589521 1648521 7157446 879009 6278437 1403754 1415160 1179809 786966 1241496 6027185 195384 298825 490316 523197 677378 2185100 15369731 984525 0.40850 0.39490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18756877 937966 711401 647867 19758377 18724034 722301 566214 1255672 18756877 19151345 930530 -999428 358413 18724034 15669623 307370 3329992 155640 19151345 17143998 229009 -1520015 183369 15669623 0 0 16474152 2916161 13557991 1153536 797863 355673 13913664 4506227 1042926 -104094 938832 3567395 -111305 -111305 3456090 3174428 111305 111305 3063123 104094 104094 3167217 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -104,094. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE -111,305. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE 111,305. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 104,094. MAYFAIR FUNDRAISER 541222 101876 439346 2583 23128 53840 SFU ART GALA 32834 32834 184 2018 299 2 107163 107163 2069 11488 8454 7217 681219 101876 579343 2069 14255 33600 61356 111280 468063 38050 0 38050 38050 0 0 0 0 0 0 0 BILLINGS CATHOLIC SCHOOLS 215 NORTH 31ST ST PO BOX 31158 BILLINGS MT 59107 810342894 2131656 0 FOSTERING THE CONTINUED SUCCESS AND ENRICHMENT OF THE BILLINGS CATHOLIC SCHOOLS X 146046 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 172,526. 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 2131656 AUDITED FINANCIAL STATEMENTS BILLINGS CATHOLIC SCHOOLS P 268227 AUDITED FINANCIAL STATEMENTS ROMAN CATHOLIC BISHOP OF THE DIOCESE OF GREAT FALLS-BILLINGS K 0 AUDITED FINANCIAL STATEMENTS