2016-02-15T09:13:07-06:00 2015-06-30 430352985 KERBER ECK & BRAECKEL LLP 125 SOUTH 84TH STREET SUITE 100 MILWAUKEE WI 532141498 990 2014-07-01 390806262 ST JOSEPH ACADEMY INC STJO 4146455337 1600 WEST OKLAHOMA AVENUE MILWAUKEE WI 53215 LYN HILDENBRAND PRESIDENT/CEO 4146455337 2016-02-11 1 TIMOTHY F HARRIS P00010335 4144561099 2016-02-11 2014 2016-08-17 19:52:53Z LYN HILDENBRAND 1600 WEST OKLAHOMA AVENUE MILWAUKEE WI 53215 5073471 0 0928 X WWW.CDCSJ.ORG X 1921 WI THE MINISTRY IS COMPOSED OF TWO EDUCATIONAL PROGRAMS - EARLY CHILDHOOD AND ELEMENTARY EDUCATION. 9 9 100 98 0 0 198326 409034 3794084 4523300 0 0 300000 100000 4292410 5032334 0 0 0 0 2849508 3110936 0 59916 139849 1342186 1494946 4191694 4665798 100716 366536 3834096 7655490 359035 3813893 3475061 3841597 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). 0 0 2142888 2251992 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. 2154122 2271308 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. 4297010 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 16 0 1 100 1 0 0 0 0 0 1 1 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X DAVID ROETTGEN 4146455337 1600 W OKLAHOMA AVE MILWAUKEE WI 53215 X LESLIE HERTZ MD CHAIRPERSON/SECRETARY 0.50 X X 0 0 0 RONALD ANDERS DIRECTOR 0.50 X 0 0 0 SUE BREIER DIRECTOR 0.50 X 0 0 0 KIRK PELIKAN DIRECTOR 0.50 X 0 0 0 SR ELAINE MARIE FRIGO DIRECTOR 0.50 X 0 0 0 SR THERESE SZCZEPCZYNKSKI DIRECTOR 0.50 X 0 0 0 JOANNE BECK DIRECTOR 0.50 X 0 0 0 DAVID BRUST DIRECTOR 0.50 X 0 0 0 THOMAS KIELY DIRECTOR 0.50 X 0 0 0 LYN HILDENBRAND PRESIDENT/CEO 40.00 X X 0 0 0 EDWARD TODD BEADLE SENIOR MINISTRY ADVISOR/FORMER PRESIDENT 40.00 X 108991 10000 8666 108991 10000 8666 1 1 1 0 BERGHAMMER CONSTRUCTION CORP 4750 N 132ND ST BUTLER WI 53007 RENOVATION CONSTRUCTION 957077 1 71077 43266 294691 409034 SCHOOL REVENUE 611110 2271308 2271308 CHILD DEVELOPMENT REVE 624410 2251992 2251992 4523300 41137 43266 41137 0 TRANSFERS FROM RELATED 900099 100000 100000 100000 5032334 4623300 0 0 42922 29988 12934 2404653 2312913 55981 35759 34551 33073 973 505 441570 423379 11945 6246 187240 179232 5272 2736 48745 48745 59916 59916 46318 46318 94779 61802 28608 4369 39294 31214 5572 2508 278084 264696 12841 547 4300 3279 1020 1 23940 22083 948 909 334513 302668 30541 1304 12384 11784 575 25 CHILD PROGRAM SERVICES 240285 240285 FOOD SERVICE 202907 202907 BAD DEBTS 102632 102632 OTHER PURCHASED SERVICE 36783 7066 4861 24856 29982 21691 8123 168 4665798 4297010 228939 139849 532252 791119 89750 194984 151394 41263 68789 9971273 3416835 3065597 6554438 3834096 7655490 359035 813893 3000000 359035 3813893 X 3454860 3726847 20201 114750 3475061 3841597 3834096 7655490 366536 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 300000 300000 5508288 3098729 2409559 563912 318106 245806 3599073 3599073 6554438 X 5073471 41137 41137 5032334 0 5032334 4706935 41137 41137 4665798 0 4665798 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 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 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. X X X X X X X 1 CATHEDRAL CONSULTING GROUP 1661 N WATER STREET SUITE 408 MILWAUKEE WI 53202 GENERAL FUNDRAISING, COUNCIL AND STAFF SUPPORT 0 179941 20166 159775 NON-PROFIT SOLUTIONS LLC 2715 TYEIN PL BROOKFIELD WI 53045 CAPITAL CAMPAIGN FUNDRAISING, COUNCIL AND STAFF SUPPORT 0 114750 39750 75000 294691 59916 234775 WI GOLF OUTING 84403 43266 41137 41137 84403 43266 41137 41137 41137 0 X 0 0 0 0 0 0 0 0 0 EDWARD TODD BEADLE SENIOR MINISTRY ADVISOR/FORMER PRESI 108991 10000 0 0 0 0 3310 3723 1633 0 113934 13723 0 0 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. FELICIAN SERVICES INC 3800 W PETERSON AVENUE CHICAGO IL 60659 363685438 PARENT COMPANY IL 501(C)(3) 170(B)(1)(A)(I) CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 1 FELICIAN SERVICES INC (CONTRIBUTION) C 25000 CASH RECEIVED FELICIAN SERVICES INC (LOAN PAYABLE) E 3000000 LOAN PROCEEDS FELICIAN SERVICES INC (FEES) M 31500 CASH PAID VILLA ST FRANCIS INC (SHARED SERVICES) O 37533 COST INCURRED CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE (SISTERS SALARIES) P 224108 CASH PAID FELICIAN SERVICES INC (LOAN INTEREST) R 74500 CASH PAID CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE (SUBSIDY) S 100000 CASH RECEIVED 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.