2023-01-18T12:16:20-06:00 2022-06-30 430352985 KERBER ECK & BRAECKEL LLP 125 SOUTH 84TH STREET SUITE 100 MILWAUKEE WI 53214 990 2021-07-01 390806262 ST JOSEPH ACADEMY INC STJO 4146455337 1600 WEST OKLAHOMA AVENUE MILWAUKEE WI 53215 TABIA JONES PRESIDENT/CEO 4146455337 2023-01-17 1 TABIA JONES 999009999 CHRISTIAN A SLAATS CPA P00963303 4144561099 2023-01-17 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z TABIA JONES 1600 WEST OKLAHOMA AVENUE MILWAUKEE WI 53215 6202184 0 0928 X WWW.SJAMILWAUKEE.ORG X 1921 WI THE MINISTRY IS COMPOSED OF TWO EDUCATIONAL PROGRAMS - EARLY CHILDHOOD AND ELEMENTARY EDUCATION. 10 8 123 0 0 0 643867 833393 4908296 5345421 0 -8380 0 -12867 5552163 6157567 0 0 0 0 4048464 4009521 0 0 122707 1694254 2041359 5742718 6050880 -190555 106687 7033951 7083434 3017962 2960758 4015989 4122676 ST. JOSEPH ACADEMY IS A CATHOLIC-BASED EDUCATIONAL ORGANIZATION SPONSORED BY THE FELICIAN SISTERS. OUR MISSION IS TO EDUCATE CHILDREN TO BE SUCCESSFUL LIFE-LONG LEARNERS AND PROBLEM SOLVERS.(SEE SCHEDULE O FOR CONTINUATION.) 0 0 2371236 1658774 ST. JOSEPH ACADEMY, INC. PROVIDES CHILD CARE AND EDUCATIONAL SERVICES FOR INFANTS, TODDLERS, PRE-SCHOOL AND SCHOOL AGE CHILDREN FROM 6 WEEKS TO 12 YEARS. WE TRADITIONALLY SERVE A HIGH POPULATION OF LOW INCOME CHILDREN. APPROXIMATELY SEVENTY-FIVE (75) PERCENT OF THE CHILDREN SERVED RECEIVE A WISCONSIN SHARES CHILDCARE SUBSIDY (W2). WE CONTINUE TO PROVIDE SERVICES FOR DIVERSE ETHNIC GROUPS. 2727058 3686647 OPERATING A SCHOOL AS PART OF PARENTAL SCHOOL CHOICE PROGRAMS (PSCP) AUTHORIZED UNDER THE WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTION. CURRENTLY, NINETY-NINE (99) PERCENT OF THE SCHOOL CHILDREN RECEIVE PSCP PAYMENTS. 5098294 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 19 0 1 123 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X JODI HAZEN 4146455337 1600 W OKLAHOMA AVE MILWAUKEE WI 53215 LESLIE HERTZ MD DIRECTOR 0.50 X 0 0 0 JAMES LUBAWSKI DIRECTOR 0.50 X 0 0 0 MARY BINDER CHAIR DIRECTOR 0.50 X 0 0 0 NORMAN MCGEE DIRECTOR 0.50 X 0 0 0 BLANCA ARENAS BAEZ DIRECTOR 0.50 X 0 0 0 JOANNE DIAZ DIRECTOR 0.50 X 0 0 0 JAMES SCHULTZ DIRECTOR 0.50 X 0 0 0 TABIA JONES PRESIDENT/CEO/DIRECTOR 40.00 X X 124351 0 4747 SISTER MICHELLE KONIECZNY SECRETARY 0.50 X X 0 0 0 TERRY SCHWEIZER DIRECTOR 0.50 X 0 321016 53188 JODI HAZEN TREASURER / DIRECTOR OF FI 40.00 X 0 0 0 124351 321016 57935 1 0 1 0 INTEGRITY CLEANING 929 W OHIO AVE MILWAUKEE WI 53215 CLEANING SERVICES 158490 1 44563 50895 57555 680380 833393 SCHOOL REVENUE 611110 3686647 3686647 CHILD DEVELOPMENT REVE 624410 1658774 1658774 5345421 8380 -8380 -8380 -8380 23370 50895 36237 -12867 -12867 6157567 5345421 0 -21247 124351 93263 31088 3029130 2610333 346596 72201 62497 49138 11208 2151 560086 508784 26814 24488 233457 189824 38497 5136 4325 1693 2587 45 64590 31800 32790 868 868 58275 33165 20645 4465 60874 39160 21714 425211 338997 78726 7488 924 644 268 12 15164 9641 5236 287 58483 44447 14036 517491 492525 22782 2184 29958 23658 5749 551 CHILD PROGRAM SERVICES 513379 474739 38640 FOOD SERVICE 131940 131940 OTHER PURCHASED SERVICE 103563 21373 78491 3699 BAD DEBT 5585 5585 50729 2302 48427 6050880 5098294 829879 122707 1417107 1660984 51435 17760 135812 67583 41531 27556 11785609 6476058 5388066 5309551 7033951 7083434 386967 429777 2630995 2530981 3017962 2960758 X 3681595 3824237 334394 298439 4015989 4122676 7033951 7083434 106687 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 300000 300000 10336550 5809883 4526667 1149059 666175 482884 5309551 X 6193804 36237 36237 6157567 0 6157567 6087117 36237 36237 6050880 0 6050880 PART X, LINE 2: ST. JOSEPH ACADEMY, INC. IS A NOT FOR PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAXES ON RELATED INCOME UNDER SECTION 501(A) OF THE CODE. THE ACADEMY FOLLOWS THE ACCOUNTING STANDARDS FOR UNCERTAINTY IN INCOME TAXES. THESE STANDARDS REQUIRE ENTITIES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTIES IN THEIR TAX POSITION. AREAS THAT THE INTERNAL REVENUE SERVICE AND STATE TAX AUTHORITIES CONSIDER WHEN EXAMINING TAX AND INFORMATION RETURNS OF A TAX-EXEMPT ENTITY INCLUDE, BUT ARE NOT LIMITED TO, TAX-EXEMPT STATUS AND THE EXISTENCE AND AMOUNT OF UNRELATED BUSINESS INCOME. THE ACADEMY DOES NOT BELIEVE THAT IT HAS ANY UNCERTAIN TAX POSITIONS WITH RESPECT TO THESE OR OTHER MATTERS, AND HAS NOT RECORDED ANY UNRECOGNIZED TAX BENEFITS OR LIABILITY FOR PENALTIES OR INTEREST. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT, DIRECT EXPENSES -- $36,237 PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT, DIRECT EXPENSES -- $36,237 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ACADEMY PARTICIPATES IN THE PRIVATE SCHOOL CHOICE PROGRAM, WHICH IS FUNDED AND ADMINISTERED BY STATE OF WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTION. AS A REQUIREMENT FOR PARTICIPATION IN THIS PROGRAM, THE ACADEMY HAS GUARANTEED ITS ONGOING COMPLIANCE WITH APPLICABLE LEGISLATION THAT PROHIBITS DISCRIMINATION ON THE BASIS OF RACE, COLOR OR NATIONAL ORIGIN. THE ACADEMY INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY IN ITS PARENT/STUDENT HANDBOOK, THAT IT DOES NOT DISCRIMINATE BASED ON COLOR, CREED, SEXUAL ORIENTATION, RACE, ETHNICITY, RELIGION, OR SOCIO-ECONOMICAL STATUS. THE ACADEMY COMMUNICATES ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH A PRESS RELEASE CONCERNING ITS PARTICIPATION IN THE PARENTAL CHOICE AND SCHOOL LUNCH PROGRAMS. SCHEDULE E, PART I, LINE 6 THE ACADEMY RECEIVED $3,640,331 FROM WISCONSIN DEPARTMENT OF INSTRUCTION UNDER THE PARENTAL SCHOOL CHOICE PROGRAMS TO SUBSIDIZE TUITION FOR PUPILS MEETING THE REQUIREMENTS OF THE PROGRAM. THE ACADEMY RECEIVED $317,048 FROM WISCONSIN DEPARTMENT OF INSTRUCTION FOR THE SCHOOL LUNCH PROGRAMS. GOLF OUTING 74265 50895 23370 36237 74265 50895 23370 36237 36237 -12867 JODI HAZEN 1600 W OKLAHOMA AVE MILWAUKEE WI 53215 X 0 0 0 0 0 0 0 0 0 TERRY SCHWEIZER DIRECTOR 0 321016 0 0 0 0 0 18850 0 34338 0 374204 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A CORPORATE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATE MEMBER (FELICIAN SERVICES, INC.) HOLDS RESERVED POWERS IN ELECTING MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATE MEMBER (FELICIAN SERVICES, INC.) HOLDS RESERVED POWERS REGARDING SPECIFIED DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, FORM 990 WAS DISTRIBUTED VIA EMAIL TO EACH DIRECTOR FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS OR TRUSTEES AND KEY EMPLOYEES MUST PROVIDE WRITTEN DISCLOSURE REGARDING INTERESTS THAT COULD GIVE RISE TO CONFLICT DURING THE ANNUAL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE CORPORATE MEMBER (FELICIAN SERVICES, INC.) OBTAINED COMPARABILITY DATA IN DETERMINING COMPENSATION OF THE CEO AND TOP MANAGEMENT OFFICIALS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S 990 IS AVAILABLE UPON WRITTEN NOTICE TO THE CONTACT LISTED IN PART VI, SECION C, LINE 20. PLEASE ALLOW TWENTY-FOUR HOURS, FROM THE TIME THE REQUEST IS RECEIVED, FOR THE COPY TO BE READY FOR PICK-UP AT THE ORGANIZATION'S FRONT DESK. FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS, LINE 1: WE ARE GUIDED BY THE FELICIAN CORE VALUES FOR MINISTRY OF: RESPECT FOR HUMAN DIGNITY, COMPASSION, JUSTICE AND PEACE, TRANSFORMATION, AND SOLIDARITY WITH THE POOR. WE PARTNER WITH FAMILIES AND COMMUNITY TO FULFILL THIS MISSION. FELICIAN SERVICES INC 3800 W PETERSON AVENUE CHICAGO IL 60659 363685438 SOLE CORPORATE MEMBER OF NON-PROFIT RELIGIOUS SPONSORED ENTITIES IL 501(C)(3) LINE 1 CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE 0 VILLA ST FRANCIS INC 1910 WEST OHIO STREET MILWAUKEE WI 53215 391606945 INDEPENDENT AND ASSISTED LIVING HOUSING AND SUPPORT SERVICES FOR SENIORS WI 501(C)(3) LINE 10 FELICIAN SERVICES INC 0 FELICIAN SISTERS OF NORTH AMERICA INC 871 MERCER ROAD BEAVER FALLS PA 05010 271282473 RELIGIOUS CONGREGATION PA 501(C)(3) LINE 1 N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 1 SCHEDULE R, PART II, COLUMN A THE REPORTING ORGANIZATION AND ALL RELATED ORGANIZATIONS OF THE CONGREGATION OF THE SISTERS OF ST. FELIX OF CANTALICE ARE INCLUDED IN THE OFFICIAL CATHOLIC DIRECTORY.