ST JOSEPH ACADEMY INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ST JOSEPH ACADEMY INC (EIN 39-0806262)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-15
- IRS object ID
- 201610469349300136
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-15T09:13:07-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430352985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBER ECK & BRAECKEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 SOUTH 84TH STREET SUITE 100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532141498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390806262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST JOSEPH ACADEMY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STJO | BusinessNameControlTxt |
| Phone | 4146455337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WEST OKLAHOMA AVENUE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYN HILDENBRAND | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4146455337 | PhoneNum |
| Signature | 2016-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY F HARRIS | PreparerPersonNm |
| PTIN | P00010335 | PTIN |
| Phone | 4144561099 | PhoneNum |
| Preparation | 2016-02-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LYN HILDENBRAND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 WEST OKLAHOMA AVENUE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,073,471 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 0928 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CDCSJ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1921 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE MINISTRY IS COMPOSED OF TWO EDUCATIONAL PROGRAMS - EARLY CHILDHOOD AND ELEMENTARY EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 100 | TotalEmployeeCnt |
| Total Volunteers | 98 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $198,326 | PYContributionsGrantsAmt |
| CY Contributions Grants | $409,034 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,794,084 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,523,300 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $300,000 | PYOtherRevenueAmt |
| CY Other Revenue | $100,000 | CYOtherRevenueAmt |
| PY Total Revenue | $4,292,410 | PYTotalRevenueAmt |
| CY Total Revenue | $5,032,334 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,849,508 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,110,936 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $59,916 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $139,849 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,342,186 | PYOtherExpensesAmt |
| CY Other Expenses | $1,494,946 | CYOtherExpensesAmt |
| PY Total Expenses | $4,191,694 | PYTotalExpensesAmt |
| CY Total Expenses | $4,665,798 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $100,716 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $366,536 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,834,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,655,490 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $359,035 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,813,893 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,475,061 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,841,597 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ST. JOSEPH ACADEMY IS A FAITH-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). | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,142,888 | ExpenseAmt |
| Revenue | $2,251,992 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,154,122 | ExpenseAmt |
| Revenue | $2,271,308 | RevenueAmt |
| Desc | OPERATING A SCHOOL AS PART OF MILWAUKEE PARENTAL CHOICE PROGRAM (MPCP) AUTHORIZED UNDER THE WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTION. CURRENTLY, NINETY-NINE (99) PERCENT OF THE SCHOOL CHILDREN RECEIVE MPCP PAYMENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,297,010 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 100 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ROETTGEN | PersonNm |
| Phone | 4146455337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 W OKLAHOMA AVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| LESLIE HERTZ MD | |||||||
| CHAIRPERSON/SECRETARY | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RONALD ANDERS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SUE BREIER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KIRK PELIKAN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SR ELAINE MARIE FRIGO | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SR THERESE SZCZEPCZYNKSKI | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE BECK | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BRUST | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS KIELY | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LYN HILDENBRAND | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EDWARD TODD BEADLE | |||||||
| SENIOR MINISTRY ADVISOR/FORMER PRESIDENT | 40.00 | $108,991 | $10,000 | $8,666 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $108,991 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $10,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,666 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGHAMMER CONSTRUCTION CORP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4750 N 132ND ST | AddressLine1Txt |
| City | BUTLER | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | RENOVATION CONSTRUCTION | ServicesDesc |
| Compensation | $957,077 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $71,077 | FederatedCampaignsAmt |
| Fundraising | $43,266 | FundraisingAmt |
| All Other Contributions | $294,691 | AllOtherContributionsAmt |
| Total Contributions | $409,034 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SCHOOL REVENUE | 611110 | $2,271,308 | $2,271,308 |
| CHILD DEVELOPMENT REVE | 624410 | $2,251,992 | $2,251,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,523,300 | TotalProgramServiceRevenueAmt |
| Fundraising Gross Income | $41,137 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $43,266 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $41,137 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFERS FROM RELATED | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $100,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $100,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $100,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,032,334 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,623,300 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,922 | TotalAmt |
| Program Services | $29,988 | ProgramServicesAmt |
| Management And General | $12,934 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,404,653 | TotalAmt |
| Program Services | $2,312,913 | ProgramServicesAmt |
| Management And General | $55,981 | ManagementAndGeneralAmt |
| Fundraising | $35,759 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,551 | TotalAmt |
| Program Services | $33,073 | ProgramServicesAmt |
| Management And General | $973 | ManagementAndGeneralAmt |
| Fundraising | $505 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,570 | TotalAmt |
| Program Services | $423,379 | ProgramServicesAmt |
| Management And General | $11,945 | ManagementAndGeneralAmt |
| Fundraising | $6,246 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,240 | TotalAmt |
| Program Services | $179,232 | ProgramServicesAmt |
| Management And General | $5,272 | ManagementAndGeneralAmt |
| Fundraising | $2,736 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,745 | TotalAmt |
| Management And General | $48,745 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,916 | TotalAmt |
| Fundraising | $59,916 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,318 | TotalAmt |
| Program Services | $46,318 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,779 | TotalAmt |
| Program Services | $61,802 | ProgramServicesAmt |
| Management And General | $28,608 | ManagementAndGeneralAmt |
| Fundraising | $4,369 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,294 | TotalAmt |
| Program Services | $31,214 | ProgramServicesAmt |
| Management And General | $5,572 | ManagementAndGeneralAmt |
| Fundraising | $2,508 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,084 | TotalAmt |
| Program Services | $264,696 | ProgramServicesAmt |
| Management And General | $12,841 | ManagementAndGeneralAmt |
| Fundraising | $547 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,300 | TotalAmt |
| Program Services | $3,279 | ProgramServicesAmt |
| Management And General | $1,020 | ManagementAndGeneralAmt |
| Fundraising | $1 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,940 | TotalAmt |
| Program Services | $22,083 | ProgramServicesAmt |
| Management And General | $948 | ManagementAndGeneralAmt |
| Fundraising | $909 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,513 | TotalAmt |
| Program Services | $302,668 | ProgramServicesAmt |
| Management And General | $30,541 | ManagementAndGeneralAmt |
| Fundraising | $1,304 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,384 | TotalAmt |
| Program Services | $11,784 | ProgramServicesAmt |
| Management And General | $575 | ManagementAndGeneralAmt |
| Fundraising | $25 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CHILD PROGRAM SERVICES | $240,285 | $240,285 | ||
| FOOD SERVICE | $202,907 | $202,907 | ||
| BAD DEBTS | $102,632 | $102,632 | ||
| OTHER PURCHASED SERVICE | $36,783 | $7,066 | $4,861 | $24,856 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,982 | TotalAmt |
| Program Services | $21,691 | ProgramServicesAmt |
| Management And General | $8,123 | ManagementAndGeneralAmt |
| Fundraising | $168 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,665,798 | TotalAmt |
| Program Services | $4,297,010 | ProgramServicesAmt |
| Management And General | $228,939 | ManagementAndGeneralAmt |
| Fundraising | $139,849 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,252 | BOYAmt |
| EOY | $791,119 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $89,750 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,984 | BOYAmt |
| EOY | $151,394 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,263 | BOYAmt |
| EOY | $68,789 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,971,273 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,416,835 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,065,597 | BOYAmt |
| EOY | $6,554,438 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,834,096 | BOYAmt |
| EOY | $7,655,490 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,035 | BOYAmt |
| EOY | $813,893 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,000,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,035 | BOYAmt |
| EOY | $3,813,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,454,860 | BOYAmt |
| EOY | $3,726,847 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,201 | BOYAmt |
| EOY | $114,750 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,475,061 | BOYAmt |
| EOY | $3,841,597 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,834,096 | BOYAmt |
| EOY | $7,655,490 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $366,536 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,000 | OtherCostOrOtherBasisAmt |
| Book Value | $300,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,508,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,098,729 | DepreciationAmt |
| Book Value | $2,409,559 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $563,912 | OtherCostOrOtherBasisAmt |
| Depreciation | $318,106 | DepreciationAmt |
| Book Value | $245,806 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,599,073 | OtherCostOrOtherBasisAmt |
| Book Value | $3,599,073 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,554,438 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,073,471 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $41,137 | OtherRevenueAmt |
| Revenue Not Reported | $41,137 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,032,334 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,032,334 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,706,935 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $41,137 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $41,137 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,665,798 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,665,798 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 -- $41,137 |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE -- $41,137 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE ACADEMY IS A COMMUNITY BASED ORGANIZATION THAT PROVIDES EARLY CHILDHOOD EDUCATION AND ELEMENTARY SCHOOL PROGRAMS TO ALL WHO WISH TO ENROLL. 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 $2,046,198 FROM WISCONSIN DEPARTMENT OF INSTRUCTION UNDER THE MILWAUKEE PARENTAL CHOICE PROGRAM TO SUBSIDIZE TUITION FOR PUPILS MEETING THE REQUIREMENTS OF THE PROGRAM. THE ACADEMY RECEIVED $170,110 FROM WISCONSIN DEPARTMENT OF INSTRUCTION FOR THE SCHOOL LUNCH PROGRAMS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| CATHEDRAL CONSULTING GROUP | ||||||||
| 1661 N WATER STREET SUITE 408 | MILWAUKEE | WI | 53202 | GENERAL FUNDRAISING, COUNCIL AND STAFF SUPPORT | 0 | $179,941 | $20,166 | $159,775 |
| NON-PROFIT SOLUTIONS LLC | ||||||||
| 2715 TYEIN PL | BROOKFIELD | WI | 53045 | CAPITAL CAMPAIGN FUNDRAISING, COUNCIL AND STAFF SUPPORT | 0 | $114,750 | $39,750 | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $294,691 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $59,916 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $234,775 | TotalNetToOrganizationAmt |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $84,403 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $43,266 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,137 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $41,137 | RentFacilityCostsEvent1Amt |
| Gross Receipts Total | $84,403 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $43,266 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $41,137 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $41,137 | RentFcltyCostsTotalEventsAmt |
| Direct Expense Summary Events | $41,137 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD TODD BEADLE | PersonNm |
| Title | SENIOR MINISTRY ADVISOR/FORMER PRESI | TitleTxt |
| Base Compensation Filing Org | $108,991 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $10,000 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,310 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $3,723 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,633 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $113,934 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $13,723 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS, LINE 1: | WE ARE GUIDED BY THE CORE VALUES 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. |
| 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 11 | 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELICIAN SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 W PETERSON AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60659 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363685438 | EIN |
| Primary Activities | PARENT COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 170(B)(1)(A)(I) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FELICIAN SERVICES INC (CONTRIBUTION) | ||
| C | $25,000 | CASH RECEIVED |
| FELICIAN SERVICES INC (LOAN PAYABLE) | ||
| E | $3,000,000 | LOAN PROCEEDS |
| FELICIAN SERVICES INC (FEES) | ||
| M | $31,500 | CASH PAID |
| VILLA ST FRANCIS INC (SHARED SERVICES) | ||
| O | $37,533 | COST INCURRED |
| CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE (SISTERS SALARIES) | ||
| P | $224,108 | CASH PAID |
| FELICIAN SERVICES INC (LOAN INTEREST) | ||
| R | $74,500 | CASH PAID |
| CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE (SUBSIDY) | ||
| S | $100,000 | CASH RECEIVED |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II, COLUMN A | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
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