2025-03-21T12:44:13-05:00 2024-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-07-01 391697736 NOTRE DAME DE LA BAIE FOUNDATION INC NOTR 9204296108 610 MARYHILL DRIVE GREEN BAY WI 543032092 KEN FLATEN DIRECTOR OF FINANCE & BUS OPER 9204296100 2025-03-18 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-03-17 2023 2025-03-06 01:10:19Z MARY POTT 610 MARYHILL DRIVE GREEN BAY WI 543032092 457314 0 0928 X WWW.NOTREDAMEACADEMY.COM X 1991 WI NOTRE DAME DE LA BAIE FOUNDATION GRANTS MONEY TO NOTRE DAME DE LA BAIE ACADEMY, RESTRICTED FOR USE IN GRANTING SCHOLARSHIPS. NOTRE DAME DE LA BAIE FOUNDATION HAS REVIEWED NOTRE DAME DE LA BAIE ACADAMY'S CRITERIA FOR GRANTING SCHOLARSHIPS AND APPROVES OF THE CRITERIA AND METHODS USED TO DETERMINE TO WHOM THE SCHOLARSHIPS ARE GRANTED. 8 8 0 9 0 0 397686 118903 0 0 362374 243906 0 0 760060 362809 228122 250939 0 0 0 0 0 0 0 80573 85894 308695 336833 451365 25976 6559029 6999351 1269261 1334397 5289768 5664954 X NOTRE DAME DE LA BAIE ACADEMY, AS AN EDUCATIONAL MINISTRY OF THE ROMAN CATHOLIC CHURCH, EDUCATES THE WHOLE PERSON BY DEVELOPING EACH STUDENT'S CHRISTIAN FAITH, COMMITMENT TO SERVICE, AND FULL ACADEMIC POTENTIAL WITHIN A CARING, SAFE, DIVERSE, CHURCH COMMUNITY COMMITTED TO THE COMMON GOOD. 0 0 250939 250939 0 INVESTMENT INCOME IS DISTRIBUTED TO NOTRE DAME DE LA BAIE ACADEMY, INC. GREEN BAY, WISCONSIN FOR SCHOLARSHIPS AND GENERAL OPERATING PURPOSES. 250939 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X KEN FLATEN 9204296108 610 MARYHILL DRIVE GREEN BAY WI 543032092 MARY POTT PRESIDENT 1.00 X X 0 0 0 ROBERT RICKARDS VICE PRESIDENT 1.00 X X 0 0 0 CRAIG DARLING TREASURER 1.00 X X 0 0 0 KAREN KONOP SECRETARY 1.00 X X 0 0 0 ALISA CONWAY BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER HANDRICK BOARD MEMBER 1.00 X 0 0 0 TOM KIELY BOARD MEMBER 1.00 X 0 0 0 CECILE FALLER BOARD MEMBER 1.00 X 0 0 0 KEN FLATEN EXEC. DIRECTOR OF FIN. & B 3.00 37.00 X 0 118732 39158 0 118732 39158 0 0 1 0 0 118903 118903 33575 33575 304836 94505 210331 210331 210331 362809 0 0 243906 250939 250939 65718 65718 20176 20176 336833 250939 85894 0 6559029 6999351 6559029 6999351 1269261 1334397 1269261 1334397 X 1325363 1493569 3964405 4171385 5289768 5664954 6559029 6999351 25976 349210 0 X X 0 1 X 1 0 X X 1 NOTRE DAME DE LA BAIE ACADEMY INC 391659776 2 1 250939 0 1 250939 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 2 NOTRE DAME DE LA BAIE ACADEMY, INC. IS A RELIGIOUS SCHOOL THAT IS GOVERNED UNDER THE ROMAN CATHOLIC CHURCH DOCTRINES. AS A PART OF THE CHURCH, IT IS NOT REQUIRED TO OBTAIN ITS OWN TAX EXEMPTION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5289768 120480 572941 318235 5664954 4627064 397686 555908 290890 5289768 7209131 235720 -756975 2060812 4627064 5372497 416863 1677863 258092 7209131 5565672 62095 -8517 246753 5372497 0.26365 0.48688 0.24947 0 0 0 INVESTMENTS HELD FOR BENEFIT OF NOTRE DAME ACADEMY 1334397 1334397 X 691843 349210 349210 342633 20176 20176 362809 316657 0 316657 20176 20176 336833 PART V, LINE 4: THE ENDOWMENT FUNDS WILL BE USED TO GRANT MONEY TO NOTRE DAME DE LA BAIE ACADEMY. PART X, LINE 2: THE FOUNDATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 1 NOTRE DAME DE LA BAIE ACADEMY INC 610 MARYHILL DRIVE GREEN BAY WI 54303 391659776 501(C)(3) 250939 0 SCHOLARSHIPS AND GENERAL OPERATING PURPOSES. 1 0 PART I, LINE 2: NOTRE DAME DE LA BAIE FOUNDATION GRANTS MONEY TO NOTRE DAME DE LA BAIE ACADEMY, RESTRICTED FOR USE IN GRANTING SCHOLARSHIPS. NOTRE DAME DE LA BAIE FOUNDATION HAS REVIEWED NOTRE DAME DE LA BAIE ACADAMY'S CRITERIA FOR GRANTING SCHOLARSHIPS AND APPROVES OF THE CRITERIA AND METHODS USED TO DETERMINE TO WHOM THE SCHOLARSHIPS ARE GRANTED. 0 0 0 0 0 0 0 0 0 KEN FLATEN EXEC. DIRECTOR OF FIN. & B 0 117246 0 1486 0 0 0 10088 0 29070 0 157890 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSIFICATIONS OF MEMBERSHIP: CLASS A MEMBERS AND CLASS B MEMBERS. CLASS A MEMBERS SHALL CONSIST OF ALL THE MEMBERS OF NOTRE DAME DE LA BAIE ACADEMY, INC. CLASS B MEMBERS SHALL CONSIST OF THE BISHOP OF THE ROMAN CATHOLIC DIOCESE OF GREEN BAY AND THE PRESIDENT OF THE PREMOSTRATENSIAN FATHERS OF DE PERE, WISCONSIN. FORM 990, PART VI, SECTION A, LINE 7A CLASS A MEMBERS HAVE THE EXCLUSIVE RESERVED AUTHORITY TO APPOINT AND REMOVE DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B CLASS A MEMBERS SHALL HAVE THE EXCLUSIVE RESERVED AUTHORITY TO REQUIRE THE ESTABLISHMENT OF APPROPRIATE ACCOUNTING SYSTEMS FOR THE CORPORATION; REQUIRE AN AUDIT OF THE BOOKS AND RECORDS; SELECT, APPROVE, AND ENGAGE AN INDEPENDENT ACCOUNTANT TO PERFORM THE AUDIT; AND SELECT ATTORNEYS TO REPRESENT THE ORGANIZATION ON ANY AND ALL LEGAL MATTERS. CLASS B MEMBERS SHALL HAVE THE EXCLUSIVE RESERVED AUTHORITY TO AMEND OR RESTATE THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE ORGANIZATION; ENTER INTO ANY AGREEMENT TO LEASE, SELL OR ENCUMBER REAL ESTATE OWNED BY THE ORGANIZATION AND MERGE OR DISSOLVE THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS ARE GIVEN A COPY OF THE 990 PRIOR TO FILING AND ARE ABLE TO ASK QUESTIONS OR MAKE CHANGES. THE BOARD HAS DELEGATED THE RESPONSIBILITY OF THE DETAIL REVIEW OF THE 990 TO THE BUSINESS MANAGER OF NOTRE DAME DE LA BAIE ACADEMY, INC. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS DURING THE NOVEMBER BOARD MEETING, BOARD MEMBERS ARE REQUIRED TO DISCLOSE AND SIGN WHETHER THEY HAVE ANY CONFLICTS OF INTEREST. THE BOARD PRESIDENT REVIEWS ANY POTENTIAL CONFLICTS OF INTEREST. IF THERE IS A CONFLICT OF INTEREST, THAT MEMBER WILL ABSTAIN FROM VOTING ON THAT TOPIC. FURTHER ACTIONS WILL BE TAKEN IF NECESSARY. BOARD MEMBERS APPRISE THE BOARD IF ANY CONFLICTS ARISE DURING THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S FINANCIAL STATEMENTS AND CERTAIN GOVERNING DOCUMENTS ARE THE PROPERTY OF THE ORGANIZATION AND ARE NOT AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES MADE FROM PRIOR YEAR. NOTRE DAME DE LA BAIE ACADEMY INC 610 MARYHILL DRIVE GREEN BAY WI 54303 391659776 SCHOOL WI 501(C)(3) LINE 2 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0