2019-01-24T10:59:46-06:00 2018-06-30 430352985 KERBER ECK & BRAECKEL LLP 125 SOUTH 84TH STREET SUITE 100 MILWAUKEE WI 532141498 990 2017-07-01 390806262 ST JOSEPH ACADEMY INC STJO 4146455337 1600 WEST OKLAHOMA AVENUE MILWAUKEE WI 53215 TABIA JONES PRESIDENT/CEO 4146455337 2019-01-16 1 CHRISTIAN A SLAATS P00963303 4144561099 2019-01-16 216.84.173.86 2019-01-16 15:44:39 CS P EBA15A142A19F1B779D7AA4A2787329270A3A003 34A9ADABBD8BDF2495013B15CD2E636BA4CFAE62 2017 2019-02-21 02:37:17Z TABIA JONES 1600 WEST OKLAHOMA AVENUE MILWAUKEE WI 53215 5596690 0 0928 X WWW.SJAMILWAUKEE.ORG X 1921 WI THE MINISTRY IS COMPOSED OF TWO EDUCATIONAL PROGRAMS - EARLY CHILDHOOD AND ELEMENTARY EDUCATION. 13 9 118 136 0 0 215582 239823 5420771 5339716 2964 0 -29641 -20142 5609676 5559397 0 0 0 0 3840005 3982128 0 0 101583 1747967 1827884 5587972 5810012 21704 -250615 7738427 7227761 3707602 3447551 4030825 3780210 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 1981342 1743155 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. 3476559 3596561 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. 5457901 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 25 25 1 118 1 0 0 0 0 0 1 1 0 0 X 13 9 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 JAMES LUBAWSKI DIRECTOR 2.00 X 0 0 0 BRIDGET ROBINSON DIRECTOR 0.50 X 0 0 0 EDWARD TODD BEADLE DIRECTOR 1.00 X 0 161399 23454 SR ELAINE MARIE FRIGO DIRECTOR 0.50 X 0 0 0 SR THERESE SZCZEPCZYNKSKI DIRECTOR 0.50 X 0 0 0 DAVID BRUST DIRECTOR 0.50 X 0 0 0 SCHNELL PRICE LAMBERT DIRECTOR 0.50 X 0 0 0 LESLIE HERTZ DIRECTOR 0.50 X 0 0 0 KATRICE COTTON DIRECTOR 0.50 X 0 0 0 MARY BINDER DIRECTOR 0.50 X 0 0 0 NORMAN MCGEE DIRECTOR 0.50 X 0 0 0 THOMAS KIELY CHAIRMAN/DIRECTOR 0.50 X X 0 0 0 MICHAEL RIVERA DIRECTOR 0.50 X 0 0 0 TABIA JONES PRESIDENT/CEO/DIRECTOR 40.00 X X 38390 0 0 DAVE ROETTEGEN TREASURER/SECRETARY 40.00 X 58036 24873 3316 LYN HILDENBRAND PRESIDENT/CEO/DIRECTOR 40.00 X 35153 0 1270 131579 186272 28040 0 1 1 0 BETTER CHOICE SERVICES INC 3521 W WOODWARD DRIVE FRANKLIN WI 53132 CLEANING SERVICES 114575 1 63310 54765 121748 239823 SCHOOL REVENUE 611110 3596561 3596561 CHILD DEVELOPMENT REVE 624410 1743155 1743155 5339716 17151 54765 37293 -20142 -20142 5559397 5339716 0 -20142 183667 137751 45916 2913568 2824848 28599 60121 32871 28825 2239 1807 615084 579809 19523 15752 236938 226639 5700 4599 950 909 23 18 59350 59350 13985 13985 85784 69745 11028 5011 25374 18505 949 5920 354616 339706 14219 691 2507 1971 189 347 16064 12890 1135 2039 96488 79506 16982 494943 468896 24836 1211 18721 18091 601 29 CHILD PROGRAM SERVICES 376460 369290 6339 831 FOOD SERVICE 164764 164764 BAD DEBTS 45838 45838 OTHER PURCHASED SERVICE 26915 22978 1376 2561 45125 32955 11524 646 5810012 5457901 250528 101583 955523 600065 49992 19492 149002 65270 38997 50963 11318165 4826194 6544913 6491971 7738427 7227761 433718 375725 3273884 3071826 3707602 3447551 X 3956969 3752291 73856 27919 4030825 3780210 7738427 7227761 -250615 0 X X 0 1 X 1 0 X 300000 300000 10000643 4175590 5825053 1017522 650604 366918 6491971 X 5596690 37293 37293 5559397 0 5559397 5847305 37293 37293 5810012 0 5810012 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 CONTRA REVENUE -- $37,293 PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -- $37,293 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 $3,297,387 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 $269,043 FROM WISCONSIN DEPARTMENT OF INSTRUCTION FOR THE SCHOOL LUNCH PROGRAMS. GOLF OUTING 71916 54765 17151 37293 71916 54765 17151 37293 37293 -20142 JODI HAZEN 1600 W OKLAHOMA AVE MILWAUKEE WI 53215 X 1 0 0 0 0 0 0 0 0 EDWARD TODD BEADLE DIRECTOR 0 161399 0 0 0 0 0 10652 0 12802 0 184853 0 0 DAVE ROETTEGEN TREASURER/SECRETARY 58036 24873 0 0 0 0 2321 995 0 0 60357 25868 0 0 LYN HILDENBRAND PRESIDENT/CEO/DIRECTOR 35153 0 0 0 0 0 667 0 603 0 36423 0 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.