Educational Institutions

Loyola Sacred Heart High School Foundation

  • Missoula, MT
  • www.mcsmt.org

Mission Statement

The Loyola Sacred Heart Foundation is dedicated to supporting the long term financial stability of Missoula Catholic schools, and to ensuring its accessibility and affordability to the greater Missoula region by inspiring donors to invest in high quality, Catholic education.

Main Programs

  1. Building A Scholastic Heritage (BASH)
Service Areas

Self-reported

Montana

Missoula and surrounding areas, such as: Lolo, Frenchtown, Hamilton, Bonner, Potomac, Florence, Arlee, Ronan, and Clinton.

ruling year

1976

Foundation Director since 2014

Self-reported

Stacy Kendrick

Keywords

Self-reported

Education, Catholic Education

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EIN

23-7297873

 Number

2088884081

Also Known As

Loyola Sacred Heart Foundation

Contact

Cause Area (NTEE Code)

Secondary/High School (B25)

IRS Filing Requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Programs + Results

How does this organization make a difference?

Overview

Self-reported by organization

This past year has been a year of capital improvements. With the help of many generous donors, we have completed the SJS bathroom remodel project, the SRMAC locker rooms are finished and we just opened the brand new concession plaza at Rollin Field. The Foundation continues to grow the endowment and contribute to the overall operation of the schools. If you would like more information on how to get involved with the efforts of the Foundation, please call 406-541-2857 and we would be happy to provide you with the latest information and needs of our school.

Programs

Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Program 1

Building A Scholastic Heritage (BASH)

BASH is far-and-away the most prestigious gala fundraising event in all of Missoula. It is that special time of year when the focus of the Missoula Community comes together with the Missoula Catholic Schools Community to celebrate our success, and build on to our foundation for our future.

The BASH 2016 weekend will open with “Family FUN Night” where families are greeted with fabulous food and refreshments. Friday evening’s event includes both a live and silent auction for treasures brought forward from the families of Missoula Catholic Schools as well as the local community.

Saturday, is the gala extravaganza. BASH attendees are greeted with refreshments and a fully hosted dinner provided by one of Missoula’s finest catering establishments. The evening’s entertainment consists of both a live and silent auction featuring a vast array of treasures supplied by local merchants, community members and in some cases, national organizations. Each year, a Featured Artist is selected to create and present unique works-of-art as special feature items. Past artists have included renowned artists such as Akiane, Monte Dolack, William Brager, Hadley Ferguson, Lane Timothy and Julie Chapman.

Category

Education

Population(s) Served

Youth/Adolescents only (14 - 19 years)

Budget

Results

Self-reported by organization

How does this organization measure their results? It's a hard question but an important one. These quantitative program results are self-reported by the organization, illustrating their committment to transparency, learning, and interest in helping the whole sector learn and grow.

1. Number of industry standards/practices developed by nonprofit

Target Population
General/Unspecified

Connected to a Program?
n/a
TOTALS BY YEAR
Context notes for this metric

2. Number of facilities improved

Target Population
General/Unspecified

Connected to a Program?
n/a
TOTALS BY YEAR
Context notes for this metric

3. Number of entrance scholarships and awards and exit scholarships

Target Population
K-12 (5-19 years)

Connected to a Program?
n/a
TOTALS BY YEAR
Context notes for this metric

4. Number of parents, community members, and non-teaching staff helping to set goals for the school

Target Population
General/Unspecified

Connected to a Program?
n/a
TOTALS BY YEAR
Context notes for this metric

5. Number of alumni (regardless of last date of enrollment) who submit updated contact information to the alumni office within the most recent academic year

Target Population
General/Unspecified

Connected to a Program?
n/a
TOTALS BY YEAR
Context notes for this metric

6. Number of grants and research funding awarded to the institution

Target Population
Children and youth (0-19 years)

Connected to a Program?
n/a
TOTALS BY YEAR
Context notes for this metric

7. Number of parents/guardians engaged in student activities

Target Population
General/Unspecified

Connected to a Program?
Building A Scholastic Heritage (BASH)
TOTALS BY YEAR
Context notes for this metric

8. Number of volunteers

Target Population
General/Unspecified

Connected to a Program?
Building A Scholastic Heritage (BASH)
TOTALS BY YEAR
Context notes for this metric

9. Number of youth who volunteer/participate in community service

Target Population
K-12 (5-19 years)

Connected to a Program?
Building A Scholastic Heritage (BASH)
TOTALS BY YEAR
Context notes for this metric

Charting Impact

Self-reported by organization

Five powerful questions that require reflection about what really matters - results.

  1. What is the organization aiming to accomplish?
    Vision: As the leader in supporting quality, values based education in Montana; Loyola Sacred Heart Foundation is committed to providing significant resources to Missoula Catholic schools focused on five key goals:

    1. Generating a level of tuition and program assistance capable of making Catholic education affordable for any family.
    2. Accessing local and national grants to provide equipment, technology and other specific needs for the schools.
    3. Growing the organization's planned giving and endowment funds to guarantee the long term future of Catholic education in our community.
    4. Delivering educational excellence by attracting and keeping the highest quality teachers in Montana.
    5. Fostering lasting and close relationships with all alumni.
  2. What are the organization's key strategies for making this happen?
    In furtherance of its mission the Foundation shall solicit, receive, invest and manage assets and funds for the sole benefit of Schools. The Foundation shall plan and coordinate fundraising activities, donor development and donor relations with Schools and shall provide ongoing grants and subsidies to the Schools pursuant to agreements reached between the Schools and the Foundation.
  3. What are the organization's capabilities for doing this?
    With the continued help of generous individuals, grants, and program development, the Foundation is capable of meeting its goals. We are continually amazed by the generosity of the people involved with the Missoula Catholic Schools community.
  4. How will they know if they are making progress?
    Some indicators could include...
    - Number of students enrolled at SJS & LSH
    - Amount of support given to the schools
    - Fulfillment of capital needs at SJS & LSH
    - Permanent endowment growth
    - Financial assistance and scholarships given to MCS students
    - Co-curricular and department expansion
  5. What have and haven't they accomplished so far?
    In the last year...
    - We gave $872,668 in support to our schools
    - 194 out of of 428 students received tuition assistance this past year.
    - 5,637 hours volunteered by parents and families
    - Remodeled locker rooms at SRMAC
    - $17,000 in funding for a new.gently used school bus
    - Grew Wolf & Kettle monthly donor program to 60 members
    - Grew the principal of the permanent endowment for MCS by $60,000
    - Over $10,000 in funding for co-curricular equipment
    - 148 Booster Club members and sponsors
    - Provided $5,000 in funding for SJS & LSH art departments
    - $125,000 to remodel SJS student bathrooms
    - Installation of new security cameras at LSH
Service Areas

Self-reported

Montana

Missoula and surrounding areas, such as: Lolo, Frenchtown, Hamilton, Bonner, Potomac, Florence, Arlee, Ronan, and Clinton.

Social Media

External Reviews

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Financials

Financial information is an important part of gauging the short- and long-term health of the organization.

LOYOLA-SACRED HEART HIGH SCHOOL FOUNDATION
Fiscal year: Jul 01-Jun 30

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Operations

The people, governance practices, and partners that make the organization tick.

Loyola Sacred Heart High School Foundation

Leadership

NEED MORE INFO ON THIS NONPROFIT?

Free: Gain immediate access to the following:
  • Address, phone, website and contact information
  • Forms 990 for 2015, 2014 and 2013
  • Board Chair, Board Co-Chair and Board Members
  • Access to the GuideStar Community
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Foundation Director

Stacy Kendrick

BIO

Stacy has worked in marketing and advertising for more than 18 years as an account management professional. She began her career at The Richards Group in Dallas, the largest independently owned ad agency in the world.

She worked on the agency's largest retail client, Home Depot. During her six-year tenure on Home Depot she helped launch a proprietary tool line, managed two regions and their local marketing efforts, and was the lead account person on several multimillion dollar television campaigns. Not stopping there, she then moved onto Chick-fil-A, one of the nation's fastest-growing retail restaurant chains, as the account director responsible for all regional and local marketing efforts including broadcast and print. Stacy was also required to manage local market activities for retail units in six states.

Always full of energy, Stacy was also elected by upper management to manage all training for new account executives for The Richards Group — and now PartnersCreative account team benefits from her staff development skills. As director of clients services at PartnersCreative, Stacy supervises account management and media activities.

Specialties:Branding, traditional and online marketing, account management, budget preparation and forecasting, training of account staff, media planning and presenting.

Governance

BOARD CHAIR

Sue Williams

S.G. Long & Co

Term: Oct 2015 -

BOARD LEADERSHIP PRACTICES

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices. Self-reported by organization

Yes

BOARD ORIENTATION & EDUCATION

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?

Yes

CEO OVERSIGHT

Has the board conducted a formal, written assessment of the chief executive within the past year?

Yes

ETHICS & TRANSPARENCY

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year?

Yes

BOARD COMPOSITION

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?

Yes

BOARD PERFORMANCE

Has the board conducted a formal, written self-assessment of its performance within the past three years?


ORGANIZATIONAL DEMOGRAPHICS

In order to support nonprofits and gain valuable insight for the sector, GuideStar worked with D5—a five-year initiative to advance diversity, equity, and inclusion in philanthropy—in creating a questionnaire. This section is a voluntary questionnaire that empowers organizations to share information on the demographics of who works in and leads organizations. To protect the identity of individuals, we do not display sexual orientation or disability information for organizations with fewer than 15 staff. Any values displayed in this section are percentages of the total number of individuals in each category (e.g. 20% of all Board members for X organization are female).

Gender
This organization reports that it does not collect this information for Senior Staff, Full-Time Staff and Volunteers.
Race & Ethnicity
This organization reports that it does not collect this information for Senior Staff, Full-Time Staff and Volunteers.
Sexual Orientation

This organization reports that it does not collect this information.

Disability

This organization reports that it does not collect this information.

Diversity Strategies
Yes
We track retention of staff, board, and volunteers across demographic categories
Yes
We track income levels of staff, senior staff, and board across demographic categories
Yes
We track the age of staff, senior staff, and board
Yes
We track the diversity of vendors (e.g., consultants, professional service firms)
No
We have a diversity committee in place
No
We have a diversity manager in place
No
We have a diversity plan
No
We use other methods to support diversity