Civic Intelligence

The School of the Immaculata Inc

EIN 01-0810817 • 501(c)3 • St Petersburg, FL

Profile

The mission of the school of the immaculata is to create a completely catholic school environment. The immaculata is a school where all subjects begin and end with our faith. It is an environment where prayer is constant and everything is offered up for the glory of our lord. At the school of the immaculata, the best practices in education are applied with the compassion and guidance of the blessed mother. Our primary goal is to assist children in living for the greater glory of god. We believe that every child deserves a soul-safe, christ-centered environment in which to learn. To this end, the school of the immaculata embraces all children as reflected images of god, respectful of each childs individual needs. Our qualified faculty and staff acknowledge the primacy of the parental role in educating children, in accordance with their duty as charged by god, our creator and master. Our philosophy, curriculum and, discipline policies assume a unified christo-centered partnership of fami

4265 13th Ave N Bldg 2St Petersburg, FL 33713

www.immaculataschool.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

49th percentile

1.0%

Higher net margin than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

34th percentile

-17%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

33rd percentile

-21%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$21,613

Down $4,574 (-17%) from 2014

Liabilities

Down

$0

Down $8,420 (-100%) from 2014

Net Assets

Up

$21,613

Up $3,846 (+22%) from 2014

Revenue

Down

$400,811

Down $106,189 (-21%) from 2014

Expenses

Down

$396,965

Down $95,202 (-19%) from 2014

Net Income

Down

$3,846

Down $10,987 (-74%) from 2014

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0-$10KAssets 2010: $2,165Liabilities 2010: $0Net Assets 2010: $2,1652010Assets 2011: $23,943Liabilities 2011: $26,083Net Assets 2011: -$2,1402011Assets 2012: $7,176Liabilities 2012: $16,940Net Assets 2012: -$9,7642012Assets 2013: $11,354Liabilities 2013: $8,420Net Assets 2013: $2,9342013Assets 2014: $26,187Liabilities 2014: $8,420Net Assets 2014: $17,7672014Assets 2015: $21,613Liabilities 2015: $0Net Assets 2015: $21,6132015

Highlighted filing

2015

Assets$21,613
Liabilities$0
Net Assets$21,613

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Expenses 2010: $370,7452010Expenses 2011: $479,3372011Expenses 2012: $515,4332012Revenue 2013: $507,318Expenses 2013: $494,620Net Income 2013: $12,6982013Revenue 2014: $507,000Expenses 2014: $492,167Net Income 2014: $14,8332014Revenue 2015: $400,811Expenses 2015: $396,965Net Income 2015: $3,8462015

Highlighted filing

2015

Revenue$400,811
Expenses$396,965
Net Income$3,846

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$400,811
Mission and Program Overview

Mission

The mission of the school of the immaculata is to create a completely catholic school environment. The immaculata is a school where all subjects begin and end with our faith. It is an environment where prayer is constant and everything is offered up for the glory of our lord. At the school of the immaculata, the best practices in education are applied with the compassion and guidance of the blessed mother. Our primary goal is to assist children in living for the greater glory of god. We believe that every child deserves a soul-safe, christ-centered environment in which to learn. To this end, the school of the immaculata embraces all children as reflected images of god, respectful of each childs individual needs. Our qualified faculty and staff acknowledge the primacy of the parental role in educating children, in accordance with their duty as charged by god, our creator and master. Our philosophy, curriculum and, discipline policies assume a unified christo-centered partnership of fami

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$17,983$15,875▼ $2,108
Land, Buildings, and Equipment, Net$5,904$5,738▼ $166
Accounts Receivable$2,300--
Total Assets$26,187$21,613▼ $4,574
Liabilities
Unsecured Notes Loans Payable$8,420--
Total Liabilities$8,420$0▼ $8,420
Net Assets / Fund Balance
Unrestricted Net Assets$17,767$21,613▲ $3,846
Total Net Assets Fund Balance$17,767$21,613▲ $3,846
Total Liabilities and Net Assets / Fund Balance$26,187$21,613▼ $4,574

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,738$741$6,479
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cheryl CarverDirector
Jennifer StrongDirector
Tim MontanariDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$400,811
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$3,846
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$314,440
Salaries, Compensation, and Employee Benefits$82,525
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$73,242--$73,242
Occupancy$66,514--$66,514
All Other Expenses$16,880$6,648-$23,528
Other Expenses$10,543$7,067-$7,067
Payroll Taxes$6,937--$6,937
Insurance$2,866--$2,866
Current Officers, Directors, Trustees, and Key Employees$2,346--$2,346
Depreciation Depletion$166--$166
Total Functional Expenses$383,250$13,715$0$396,965
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A copy of form 990 is circulated to all members of the board for review and approval prior to filing.

Form 990, Page 6, Part VI, Line 12C

If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. If, after hearing the member's response and after making further investigation as warranted by the circumstances, the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.

Form 990, Page 6, Part VI, Line 15A

The school's headmaster's salary is determined by the school's independent board annually after obtaining comparable salary data from a variety of sources.

Form 990, Page 6, Part VI, Line 15B

All key employee salaries are determined by the school's independent board after obtaining comparable salary data.

Form 990, Page 6, Part VI, Line 19

Documents are available to the public upon request. During the tax year, no requests for the disclosure of said documents were received.

Filing and Contact Details

Filer

Filer Name
The School of the Immaculata Inc
EIN
01-0810817
Address
4265 13TH AVE N BLDG 2, ST PETERSBURG, FL 33713

Signing Officer

Name
Dr John Giotis
Title
Headmaster
Phone
7273218890
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr John Giotis
Formed
2008
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
12

Preparer

Firm
Spoor Bunch Franz
Address
111 SECOND AVENUE NE SUITE 1600, ST PETERSBURG, FL 33701
Preparer
Richard B Franz Iii CPA
Phone
7273437166
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The mission of the school of the immaculata is to create a completely catholic school environment. The immaculata is a school where all subjects begin and end with our faith. It is an environment where prayer is constant and everything is offered up for the glory of our lord. At the school of the immaculata, the best practices in education are applied with the compassion and guidance of the blessed mother. Our primary goal is to assist children in living for the greater glory of god. We believe that every child deserves a soul-safe, christ-centered environment in which to learn. To this end, the school of the immaculata embraces all children as reflected images of god, respectful of each childs individual needs. Our qualified faculty and staff acknowledge the primacy of the parental role in educating children, in accordance with their duty as charged by god, our creator and master. Our philosophy, curriculum and, discipline policies assume a unified christo-centered partnership of family and school. The school of the immaculata admits students of any race, color, national and ethnic origin to all the rights, privileges, programs and activities generally accorded or made available to students at the school. It does not discriminate on the basis of race, color, national and ethnic origin in administration of its educational policies, admissions policies, scholarship and loan programs, and athletic and other school administered programs.

Form 990, Page 2, Part III, Line 4D

Other items to execute the mission

Raw XML Appendix293 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE SCHOOL OF THE IMMACULATA IS TO CREATE A COMPLETELY CATHOLIC SCHOOL ENVIRONMENT. THE IMMACULATA IS A SCHOOL WHERE ALL SUBJECTS BEGIN AND END WITH OUR FAITH. IT IS AN ENVIRONMENT WHERE PRAYER IS CONSTANT AND EVERYTHING IS OFFERED UP FOR THE GLORY OF OUR LORD. AT THE SCHOOL OF THE IMMACULATA, THE BEST PRACTICES IN EDUCATION ARE APPLIED WITH THE COMPASSION AND GUIDANCE OF THE BLESSED MOTHER. OUR PRIMARY GOAL IS TO ASSIST CHILDREN IN LIVING FOR THE GREATER GLORY OF GOD. WE BELIEVE THAT EVERY CHILD DESERVES A SOUL-SAFE, CHRIST-CENTERED ENVIRONMENT IN WHICH TO LEARN. TO THIS END, THE SCHOOL OF THE IMMACULATA EMBRACES ALL CHILDREN AS REFLECTED IMAGES OF GOD, RESPECTFUL OF EACH CHILDS INDIVIDUAL NEEDS. OUR QUALIFIED FACULTY AND STAFF ACKNOWLEDGE THE PRIMACY OF THE PARENTAL ROLE IN EDUCATING CHILDREN, IN ACCORDANCE WITH THEIR DUTY AS CHARGED BY GOD, OUR CREATOR AND MASTER. OUR PHILOSOPHY, CURRICULUM AND, DISCIPLINE POLICIES ASSUME A UNIFIED CHRISTO-CENTERED PARTNERSHIP OF FAMILY AND SCHOOL. THE SCHOOL OF THE IMMACULATA ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER ITEMS TO EXECUTE THE MISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS CIRCULATED TO ALL MEMBERS OF THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SCHOOL'S HEADMASTER'S SALARY IS DETERMINED BY THE SCHOOL'S INDEPENDENT BOARD ANNUALLY AFTER OBTAINING COMPARABLE SALARY DATA FROM A VARIETY OF SOURCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL KEY EMPLOYEE SALARIES ARE DETERMINED BY THE SCHOOL'S INDEPENDENT BOARD AFTER OBTAINING COMPARABLE SALARY DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. DURING THE TAX YEAR, NO REQUESTS FOR THE DISCLOSURE OF SAID DOCUMENTS WERE RECEIVED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt026187
IRS990/TotalAssetsEOYAmt021613
IRS990/TotalAssetsGrp/BOYAmt026187
IRS990/TotalAssetsGrp/EOYAmt021613
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013715
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0383250
IRS990/TotalFunctionalExpensesGrp/TotalAmt0396965
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08420
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt08420
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt017767
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt021613
IRS990/TotalOtherProgSrvcExpenseAmt02346
IRS990/TotalProgramServiceExpensesAmt0383250
IRS990/TotalProgramServiceRevenueAmt0400811
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0400811
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0400811
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt026187
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021613
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt017767
IRS990/UnrestrictedNetAssetsGrp/EOYAmt021613
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt08420
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04265 13TH AVE N
IRS990/USAddress/CityNm0ST PETERSBURG
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033713
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.IMMACULATASCHOOL.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DR JOHN GIOTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0HEADMASTER
ReturnHeader/BusinessOfficerGrp/PhoneNum07273218890
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SCHOOL OF THE IMMACULATA INC
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0010810817
ReturnHeader/Filer/USAddress/AddressLine1Txt04265 13TH AVE N BLDG 2
ReturnHeader/Filer/USAddress/CityNm0ST PETERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033713
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364818378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPOOR BUNCH FRANZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 SECOND AVENUE NE SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST PETERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033701
ReturnHeader/PreparerPersonGrp/PhoneNum07273437166
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B FRANZ III CPA
ReturnHeader/ReturnTs02016-11-15T15:36:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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