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Nonprofiteer
← ST MARYS SPRINGS ACADEMY FOUNDATION INC

Form 990 for tax year 2023

Filed by ST MARYS SPRINGS ACADEMY FOUNDATION INC.

Totals

Total revenue
$375,390
Total expenses
$189,884
Contributions and grants received
$38,522
Grants paid
$157,712
Program service revenue
$0
Investment income
$336,868
Other revenue
$0
Total assets, end of year
$6,600,397
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,600,397
Program services expenses (Part IX)
$157,712
Management and general expenses
$32,172
Fundraising expenses
$0
Program service expenses (Part III)
$157,712

Program services were 83.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $38,522

  • 3 · Investment income

    total $154,175 · excluded $154,175

  • 7a · Gross sales of assets other than inventory

    securities $2,872,614

  • 7b · Less cost or other basis and sales expenses

    securities $2,689,921

  • 7c · Gain or loss

    securities $182,693

  • 7d · Net gain or loss

    total $182,693 · excluded $182,693

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $16,746 · program services $16,746

  • 2 · Grants to domestic individuals

    total $140,966 · program services $140,966

  • 11b · Fees: legal

    total $45 · management and general $45

  • 11c · Fees: accounting

    total $14,296 · management and general $14,296

  • 11f · Fees: investment management

    total $17,831 · management and general $17,831

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $148,791 · end of year $332,290

  • 11 · Investments: publicly traded securities

    beginning of year $5,736,801 · end of year $6,249,657

  • 15 · Other assets

    beginning of year $6,282 · end of year $18,450

  • 27 · Net assets without donor restrictions

    beginning of year $95,191 · end of year $147,045

  • 28 · Net assets with donor restrictions

    beginning of year $5,796,683 · end of year $6,453,352

Mission and programs · 2023

Mission

TO SAFEGUARD, MANAGE AND DISTRIBUTE PERMANENTLY RESTRICTED FUNDS, TEMPORARILY RESTRICTED FUNDS, UNRESTRICTED FUNDS, AND AGENCY FUNDS FOR THE PURPOSE OF CATHOLIC ELEMENTARY AND SECONDARY EDUCATION IN THE FOND DU LAC AREA, CONSISTENT WITH THE INTENT OF PAST DONORS AND FUTURE DONORS.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $140,966 · Grants $140,966

  • AID IS PROVIDED TO ST. MARY'S SPRINGS ACADEMY.

    Expenses $16,746 · Grants $16,746

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Sara Andrew

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Ann Boehnlein

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Tristan Brown

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mike Buechel

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sherry Holmes

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jim Kebble

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Kason Klumpyan

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Fr Paul Koenig

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael A Korb

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Shawn L Longley

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sean Twohig

    MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
3 September 2024
IRS schema version
2023v5.0
Source object
202402759349300320

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