2024-08-12T12:05:25-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 8101 WEST GRANDRIDGE BLVD SUITE 130 KENNEWICK WA 99336 990 2022-10-01 911016516 WALLA WALLA CATHOLIC SCHOOL ENDOW ASSOC WALL 5095253030 PO BOX 691 WALLA WALLA WA 99362 DAVID KONEN PRESIDENT 5095253030 2024-08-05 1 1 EMILY MCCANN P01759947 5097351561 2024-08-05 2022 2024-08-08 14:25:15Z DAVID KONEN PO BOX 691 WALLA WALLA WA 99362 613019 0 X N/A X 1977 WA THE PURPOSE IS TO INVEST THE ASSETS OF THE ORGANIZATION TO PROVIDE CURRENT INCOME FOR DISTRIBUTION TO THE LOCAL CATHOLIC SCHOOL SYSTEM TO HELP FUND CURRENT OPERATIONS. 7 7 0 7 0 0 50784 98373 0 0 767064 404984 63297 27789 881145 531146 486980 503963 0 0 0 0 0 0 20 57576 78878 544556 582841 336589 -51695 8091735 8040040 0 0 8091735 8040040 THE PURPOSE IS TO INVEST THE ASSETS OF THE ORGANIZATION TO PROVIDE CURRENT INCOME FOR DISTRIBUTION TO THE LOCAL CATHOLIC SCHOOL SYSTEM TO HELP FUND CURRENT OPERATIONS. 0 0 503963 503963 27789 ALL INCOME FROM INVESTMENTS LESS NOMINAL EXPENSES IS DISTRIBUTED TO THE WALLA WALLA CATHOLIC SCHOOLS. 503963 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X DAVID KONEN PRESIDENT 5095253030 PO BOX 691 WALLA WALLA WA 99362 X DAVID KONEN PRESIDENT 2.00 X X 0 0 0 SANDY KIMBALL SECRETARY/TREASURER 2.00 X X 0 0 0 RICHARD HEINZMAN DIRECTOR 2.00 X 0 0 0 DAVID ELMENHURST DIRECTOR 2.00 X 0 0 0 ROBYN HUETHER DIRECTOR 2.00 X 0 0 0 ED LEAHY DIRECTOR 2.00 X 0 0 0 NICK LYONS DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 98373 98373 199365 199365 37954 10165 27789 27789 27789 277327 71708 205619 205619 205619 531146 27789 0 404984 X 503963 503963 2494 2494 65735 65735 10629 10629 CHARITABLE REGISTRATION 20 20 582841 503963 78858 20 92722 12192 83268 182645 243525 15525 228000 228000 7687715 7616007 30 1196 8091735 8040040 0 0 X 8091735 8040040 8091735 8040040 8091735 8040040 -51695 0 X 0 0 0 X X 1 WALLA WALLA CATHOLIC SCHOOLS 911430214 1 1 503963 0 1 503963 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 42054 30 0 0 265116 237319 307170 237349 0 0 60392 59315 0 0 246778 178034 9637813 8932936 183607 111031 923220 923220 10744640 9967187 0 0 0 10744640 9967187 161170 149508 10583470 9817679 370421 343619 0 0 370421 343619 246778 209761 370421 370421 0 370421 503963 0 0 0 0 0 503963 503963 370421 100.000000000000 370421 0 0 0 324143 486980 486980 1298103 0 370421 0 927682 503963 0 503963 0 0 1431645 0 0 440702 486980 503963 SCHEDULE A - PART IV, SECTION D, LINE 2 AT LEAST ONE BOARD MEMBER FROM THE WALLA WALLA CATHOLIC SCHOOL ENDOWMENT ASSOCIATION ATTENDS THE WALLA WALLA CATHOLIC SCHOOL BOARD MEETINGS AND REPORTS BACK TO THE ENDOWMENT BOARD SO THEY CAN BE KEPT UP TO DATE ON ACTIVITIES, FINANCIAL MATTERS, ETC. SCHEDULE A - PART V, LINE 8 WALLA WALLA CATHOLIC SCHOOL ENDOWMENT ASSOCIATION MEETS BOTH THE "ATTENTIVENESS AND "RESPONSIVENESS" TEST TO THE SUPPORTED ORGANIZATION WALLA WALLA CATHOLIC SCHOOLS. ATTENTIVENESS TEST - THE WALLA WALLA CATHOLIC SCHOOL ENDOWMENT ASSOCIATION'S DISTRIBUTIONS EACH YEAR TO THE WALLA WALLA CATHOLIC SCHOOLS IS NECESSARY TO AVOID THE INTERRUPTION OF THE SCHOOL'S ANNUAL OPERATIONS. WITHOUT THIS SUPPORT THE WALLA WALLA CATHOLIC SCHOOLS WOULD NEED TO REDUCE VARIOUS SCHOOL EDUCATIONAL PROGRAMMING NECESSARY TO GIVE A WELL ROUNDED ELEMENTARY AND SECONDARY EDUCATION TO IT'S STUDENTS. RESPONSIVENESS TEST - THE EXECUTIVE DIRECTOR, OFFICERS, AND INDIVIDUAL DIRECTORS OF THE WALLA WALLA CATHOLIC SCHOOL ENDOWMENT ASSOCIATION MAINTAIN A CLOSE AND CONTINUOUS RELATIONSHIP. AT LEAST ONE OF THE BOARD MEMBERS FROM EACH ORGANIZATION ATTENDS THE OTHER'S MONTHLY BOARD MEETING SO THEY CAN EACH BE KEPT UP TO DATE ON ACTIVITIES, FINANCIAL MATTERS, ETC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 228000 228000 1229 1229 0 14296 14296 0 228000 0 WALLA WALLA CATHOLIC SCHOOLS 2066 E ALDER STREET WALLA WALLA WA 99362 911430214 501(C)(3) 503963 0 ASSIST IN FUNDING CURRENT OPERATIONS. 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE OFFICERS AND DIRECTORS REVIEW THE FORM 990 AT A BOARD MEETING PRIOR TO THE DUE DATE OF FILING THE FORM 990. AT THAT TIME, IF ANY NECESSARY CHANGES OR CORRECTIONS ARE IDENTIFIED THE FORM 990 WILL BE REVISED BEFORE FILING TO REFLECT THOSE CHANGES. FORM 990, PART VI, SECTION C, LINE 19 THE WALLA WALLA CATHOLIC SCHOOL ENDOWMENT ASSOCIATION MAKES ITS GOVERNING DOCUMENTS AND ORGANIZATION POLICIES AVAILABLE TO PUBLIC INDIVIDUALS OR ORGANIZATIONS UPON REQUEST. FORM 990, PART IX, LINE 11G TRUST MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 49,150. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,150. OFFICE SUPPORT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,585. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,585.