ST JOSEPH ACADEMY INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ST JOSEPH ACADEMY INC (EIN 39-0806262)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-02-12
IRS object ID
201440439349301279
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-02-12T13:21:54-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN430352985EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KERBER ECK & BRAECKEL LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1125 SOUTH 84TH STREET SUITE 100AddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code532141498ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN390806262EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ST JOSEPH ACADEMY INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSTJONameControl
Phone4146455337Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 WEST OKLAHOMA AVENUEAddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code53215ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameEDWARD TODD BEADLEName
TitlePRESIDENTTitle
Phone4146455337Phone
Date Signed2014-02-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTIMOTHY F HARRISName
PTINP00010335PTIN
Phone4144561099Phone
Date Prepared2014-02-11DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonEDWARD TODD BEADLENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11600 WEST OKLAHOMA AVENUEAddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code53215ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3919859GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Group Exemption Number0928GroupExemptionNumber
Organization501c3XOrganization501c3
Web SiteWWW.CDCSJ.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1921YearFormation
State Legal DomicileWIStateLegalDomicile
Activity Or Mission DescriptionTHE MINISTRY IS COMPOSED OF TWO EDUCATIONAL PROGRAMS - EARLY CHILDHOOD AND ELEMENTARY EDUCATION.ActivityOrMissionDescription
Nbr Voting Members Governing Body8NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees93TotalNbrEmployees
Total Nbr Volunteers180TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year213981ContributionsGrantsPriorYear
Contributions Grants Current Year250228ContributionsGrantsCurrentYear
Program Service Revenue Prior Year2675321ProgramServiceRevenuePriorYear
Program Service Revenue CY3293998ProgramServiceRevenueCY
Investment Income Prior Year0InvestmentIncomePriorYear
Investment Income Current Year0InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year350000OtherRevenueCurrentYear
Total Revenue Prior Year2889302TotalRevenuePriorYear
Total Revenue Current Year3894226TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year2407907SalariesEtcPriorYear
Salaries Etc Current Year2549268SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year130186TotalFundrsngExpCurrentYear
Other Expense Prior Year1064814OtherExpensePriorYear
Other Expenses Current Year1174187OtherExpensesCurrentYear
Total Expenses Prior Year3472721TotalExpensesPriorYear
Total Expenses Current Year3723455TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-583419RevenuesLessExpensesPriorYear
Revenues Less Expenses CY170771RevenuesLessExpensesCY
Total Assets BOY3427481TotalAssetsBOY
Total Assets EOY3659699TotalAssetsEOY
Total Liabilities BOY223907TotalLiabilitiesBOY
Total Liabilities EOY285354TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY3203574NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3374345NetAssetsOrFundBalancesEOY
Mission DescriptionST. 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).MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1982465Expense
Revenue2085742Revenue
DescriptionST. 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.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense1355454Expense
Revenue1208256Revenue
DescriptionOPERATING A SCHOOL AS PART OF MILWAUKEE PARENT CHOICE PROGRAM (MPCP) AUTHORIZED UNDER THE WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTION. CURRENTLY, NINETY-NINE (99) PERCENT OF THE SCHOOL CHILDREN RECEIVE MPCP PAYMENTS.Description
FieldValueIRS element (for citing)
Total Program Service Expense3337919TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School1School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising1ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109613NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees93NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members8NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonDAVID ROETTGENNamePerson
Telephone Number4146455337TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11600 W OKLAHOMA AVEAddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code53215ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
LESLIE HERTZ MD
CHAIRPERSON/SECRETARY0.50XX000
JAMES LUBAWSKI
TREASURER2.00XX033637037025
RONALD ANDERS
DIRECTOR0.50X000
SUE BREIER
DIRECTOR0.50X000
KIRK PELIKAN
DIRECTOR0.50X000
EDWARD TODD BEADLE
PRESIDENT40.00XX8078600
SR ELAINE MARIE FRIGO
DIRECTOR0.50X000
SR THERESE SZCZEPCZYNSKI
DIRECTOR0.50X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org80786TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs336370TotalReportableCompFrmRltdOrgs
Total Other Compensation37025TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Federated Campaigns69482FederatedCampaigns
Fundraising Events15004FundraisingEvents
All Other Contributions165742AllOtherContributions
Total Contributions250228TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CHILD CARE FEES62441020857422085742
SCHOOL TUITION61171012082561208256
FieldValueIRS element (for citing)
Total Program Service Revenue3293998TotalProgramServiceRevenue
Gross Income Fundraising Events25633GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events15004CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses25633FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionTRANSFERS FROM RELATEDDescription
Business Code624410BusinessCode
Total Revenue Column350000TotalRevenueColumn
Related Or Exempt Function Income350000RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue350000TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column3894226TotalRevenueColumn
Related Or Exempt Function Income3643998RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total80786Total
Program Services40792ProgramServices
Management And General39994ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1978128Total
Program Services1876138ProgramServices
Management And General62676ManagementAndGeneral
Fundraising39314Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total34928Total
Program Services32519ProgramServices
Management And General1742ManagementAndGeneral
Fundraising667Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total297919Total
Program Services275993ProgramServices
Management And General15893ManagementAndGeneral
Fundraising6033Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total157507Total
Program Services146645ProgramServices
Management And General7854ManagementAndGeneral
Fundraising3008Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total38665Total
Management And General38665ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total36917Total
Program Services36917ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total89065Total
Program Services59952ProgramServices
Management And General23032ManagementAndGeneral
Fundraising6081Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total28918Total
Program Services23484ProgramServices
Management And General4792ManagementAndGeneral
Fundraising642Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total250396Total
Program Services231760ProgramServices
Management And General17202ManagementAndGeneral
Fundraising1434Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total4710Total
Program Services3007ProgramServices
Management And General1696ManagementAndGeneral
Fundraising7Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total16608Total
Program Services13670ProgramServices
Management And General2711ManagementAndGeneral
Fundraising227Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total275958Total
Program Services244355ProgramServices
Management And General29172ManagementAndGeneral
Fundraising2431Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total9631Total
Program Services8905ProgramServices
Management And General670ManagementAndGeneral
Fundraising56Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
FOOD SERVICE176907176907
CHILD PROGRAM SERVICES136220136220
OTHER PURCHASED SERVICE767055424125670025
HUMAN RESOURCE SERVICES27287190317995261

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total6200Total
Program Services6200ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3723455Total
Program Services3337919ProgramServices
Management And General255350ManagementAndGeneral
Fundraising130186Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY44597BOY
EOY329159EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY239704BOY
EOY256572EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY15915BOY
EOY32909EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis5827486LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2786427LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY3127265BOY
EOY3041059EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY3427481BOY
EOY3659699EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY223907BOY
EOY285354EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY223907BOY
EOY285354EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3203574BOY
EOY3277817EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
EOY96528EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3203574BOY
EOY3374345EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3427481BOY
EOY3659699EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses170771ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis300000OtherCostOrOtherBasis
Book Value300000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis5131620OtherCostOrOtherBasis
Depreciation2639224Depreciation
Book Value2492396BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis395866OtherCostOrOtherBasis
Depreciation147203Depreciation
Book Value248663BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings3041059TotalOfBookValueLandBuildings
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt3919859TotRevenueEtcAuditedFinclStmt
Other Revenues25633OtherRevenues
Revenue Not Rptd F99025633RevenueNotRptdF990
Revenue Subtotal3894226RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9903894226TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt3749088TotExpensesEtcAuditedFinclStmt
Other Expenses Included25633OtherExpensesIncluded
Expenses Not Rptd F99025633ExpensesNotRptdF990
Expenses Subtotal3723455ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9903723455TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: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 -- $25,633
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSE -- $25,633

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy Stmt1NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc1PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media1PolicyPublViaBroadcastMedia
Maint Racial Composition Records1MaintRacialCompositionRecords
Maint Scholarships Records1MaintScholarshipsRecords
Maint Copies Of Brochures Etc1MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations1MaintCopiesOfAllSolicitations
Discriminate Race Students Rights0DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies0DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty0DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships0DiscriminateRaceScholarships
Discriminate Race Educ Policies0DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog0DiscriminateRaceAthleticProg
Discriminate Race Other Acty0DiscriminateRaceOtherActy
Government Financial Aid Received1GovernmentFinancialAidReceived
Government Financial Aid Revoked0GovernmentFinancialAidRevoked
Compliance With Rev Proc75501ComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATIONSCHEDULE E, PART I, LINE 3THE 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.
EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCESCHEDULE E, PART I, LINE 6THE ACADEMY RECIEVED $1,072,161 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 $100,465 FROM WISCONSIN DEPARTMENT OF INSTRUCTION FOR THE SCHOOL LUNCH PROGRAMS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref Fundraising1AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Name Of Organization NameOfOrganization

FieldValueIRS element (for citing)
Business Name Line1CATHEDRAL CONSULTING GROUP LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11661 N WATER STREET SUITE 408AddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code53202ZIPCode
FieldValueIRS element (for citing)
ActivityGENERAL FUNDRAISING COUNCIL AND STAFF SUPPORTActivity
Fundraiser Control Of Funds0FundraiserControlOfFunds
Gross Receipts165742GrossReceipts
Amount Retained By Contractor68000AmountRetainedByContractor
Net To Organization97742NetToOrganization
FieldValueIRS element (for citing)
Total Gross Receipts165742TotalGrossReceipts
Total Retained By Contractors68000TotalRetainedByContractors
Total Net To Organization97742TotalNetToOrganization
Licensed StatesWILicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GOLF OUTINGNameOfEvent1
Gross Receipts Event140637GrossReceiptsEvent1
Charitable Contributions Event115004CharitableContributionsEvent1
Gross Revenue Event125633GrossRevenueEvent1
Rent Facility Costs Event125633RentFacilityCostsEvent1
Gross Receipts Total40637GrossReceiptsTotal
Charitable Contributions Total15004CharitableContributionsTotal
Gross Revenue Total Events25633GrossRevenueTotalEvents
Rent Facility Costs Total Events25633RentFacilityCostsTotalEvents
Direct Expense Summary Events25633DirectExpenseSummaryEvents
Net Income Summary0NetIncomeSummary

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonJAMES LUBAWSKINamePerson
TitleTREASURERTitle
Base Compensation Filing Org0BaseCompensationFilingOrg
Comp Based On Related Orgs336370CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs16334DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs20691NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org0TotalCompensationFilingOrg
Total Compensation Related Orgs373395TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION MISSION STATEMENTFORM 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 6THE ORGANIZATION HAS A CORPORATE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7ATHE CORPORATE MEMBER (FELICIAN SERVICES, INC.) HOLDS RESERVED POWERS IN ELECTING MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7BTHE CORPORATE MEMBER (FELICIAN SERVICES, INC.) HOLDS RESERVED POWERS REGARDING SPECIFIED DECISIONS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11PRIOR TO FILING, FORM 990 WAS DISTRIBUTED VIA EMAIL TO EACH DIRECTOR FOR REVIEW AND COMMENT.
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, 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 15THE 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 19THE 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

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1FELICIAN SERVICES INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13800 W PETERSON AVENUEAddressLine1
CityCHICAGOCity
StateILState
ZIP Code60659ZIPCode
FieldValueIRS element (for citing)
EIN363685438EIN
Primary ActivitiesPARENT COMPANYPrimaryActivities
Legal Domicile StateILLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status170(B)(1)(A)(I)PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICEBusinessNameLine1
FieldValueIRS element (for citing)
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
VILLA ST FRANCIS INC (SHARED SERVICES)
O85643COST INCURRED
CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE (SISTERS SALARIES)
P154109CASH PAID
CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE (TRANSFER FROM RELATE)
S350000CASH RECEIVED

Form990 Schedule R Part VII Form990ScheduleRPartVII

FieldValueIRS element (for citing)
IdentifierIDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONSIdentifier
Return ReferenceSCHEDULE R, PART II, COLUMN AReturnReference
ExplanationTHE REPORTING ORGANIZATION AND ALL RELATED ORGANIZATIONS OF THE CONGREGATION OF THE SISTERS OF ST. FELIX OF CANTALICE ARE INCLUDED IN THE OFFICIAL CATHOLIC DIRECTORY.Explanation

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