2014-02-12T13:21:54-06:00 2013-06-30 430352985 KERBER ECK & BRAECKEL LLP 125 SOUTH 84TH STREET SUITE 100 MILWAUKEE WI 532141498 990 2012-07-01 390806262 ST JOSEPH ACADEMY INC STJO 4146455337 1600 WEST OKLAHOMA AVENUE MILWAUKEE WI 53215 EDWARD TODD BEADLE 4146455337 2014-02-11 1 TIMOTHY F HARRIS P00010335 4144561099 2014-02-11 2012 2015-11-30 17:44:51Z EDWARD TODD BEADLE 1600 WEST OKLAHOMA AVENUE MILWAUKEE WI 53215 3919859 0 0928 X WWW.CDCSJ.ORG X 1921 WI THE MINISTRY IS COMPOSED OF TWO EDUCATIONAL PROGRAMS - EARLY CHILDHOOD AND ELEMENTARY EDUCATION. 8 6 93 180 0 0 213981 250228 2675321 3293998 0 0 0 350000 2889302 3894226 0 0 0 0 2407907 2549268 0 0 130186 1064814 1174187 3472721 3723455 -583419 170771 3427481 3659699 223907 285354 3203574 3374345 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 1982465 2085742 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. 1355454 1208256 OPERATING 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. 3337919 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 13 0 1 93 1 0 0 0 0 0 0 0 0 0 0 X 8 6 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 LESLIE HERTZ MD 0.50 X X 0 0 0 JAMES LUBAWSKI 2.00 X X 0 336370 37025 RONALD ANDERS 0.50 X 0 0 0 SUE BREIER 0.50 X 0 0 0 KIRK PELIKAN 0.50 X 0 0 0 EDWARD TODD BEADLE 40.00 X X 80786 0 0 SR ELAINE MARIE FRIGO 0.50 X 0 0 0 SR THERESE SZCZEPCZYNSKI 0.50 X 0 0 0 80786 336370 37025 0 0 1 0 0 69482 15004 165742 250228 CHILD CARE FEES 624410 2085742 2085742 SCHOOL TUITION 611710 1208256 1208256 3293998 25633 15004 25633 0 TRANSFERS FROM RELATED 624410 350000 350000 350000 3894226 3643998 0 0 80786 40792 39994 1978128 1876138 62676 39314 34928 32519 1742 667 297919 275993 15893 6033 157507 146645 7854 3008 38665 38665 36917 36917 89065 59952 23032 6081 28918 23484 4792 642 250396 231760 17202 1434 4710 3007 1696 7 16608 13670 2711 227 275958 244355 29172 2431 9631 8905 670 56 FOOD SERVICE 176907 176907 CHILD PROGRAM SERVICES 136220 136220 OTHER PURCHASED SERVICE 76705 5424 1256 70025 HUMAN RESOURCE SERVICES 27287 19031 7995 261 6200 6200 3723455 3337919 255350 130186 44597 329159 239704 256572 15915 32909 5827486 2786427 3127265 3041059 3427481 3659699 223907 285354 223907 285354 X 3203574 3277817 96528 3203574 3374345 3427481 3659699 170771 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 300000 300000 5131620 2639224 2492396 395866 147203 248663 3041059 X 3919859 25633 25633 3894226 0 3894226 3749088 25633 25633 3723455 0 3723455 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 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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. EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE 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. X X X X X X X 1 CATHEDRAL CONSULTING GROUP LLC 1661 N WATER STREET SUITE 408 MILWAUKEE WI 53202 GENERAL FUNDRAISING COUNCIL AND STAFF SUPPORT 0 165742 68000 97742 165742 68000 97742 WI GOLF OUTING 40637 15004 25633 25633 40637 15004 25633 25633 25633 0 X 0 0 0 0 0 0 0 0 0 JAMES LUBAWSKI 0 336370 0 0 0 0 0 16334 0 20691 0 373395 0 0 ORGANIZATION MISSION STATEMENT 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 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 VILLA ST FRANCIS INC (SHARED SERVICES) O 85643 COST INCURRED CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE (SISTERS SALARIES) P 154109 CASH PAID CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE (TRANSFER FROM RELATE) S 350000 CASH RECEIVED IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS 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.