Civic Intelligence

Archdiocesan Educational Fund Co Wells Fargo - Matthew Mccloskey

990 • Fiscal year 2014 • EIN 23-6445582

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 07, 2014

Organization ProfileN/A
2 Radnor Corporate Center19087

(610) 502-5310

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

2nd percentile

0.00x

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

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

2nd percentile

0.00x

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

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

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

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$52,562,521

Up $7,511,383 (+17%) from 2013

Net Assets

Up

$52,562,521

Up $7,511,383 (+17%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin92nd percentile

Revenue

$3,396,856

No earlier filing loaded for comparison.

Expenses

Up

$1,546,837

Up $66,656 (+4.5%) from 2013

Net Income

$1,850,019

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2013: $45,051,138Liabilities 2013: $0Net Assets 2013: $45,051,1382013Assets 2014: $52,562,521Liabilities 2014: $0Net Assets 2014: $52,562,5212014Assets 2015: $54,033,598Liabilities 2015: $0Net Assets 2015: $54,033,5982015Assets 2016: $52,443,049Liabilities 2016: $0Net Assets 2016: $52,443,0492016Assets 2017: $59,276,633Liabilities 2017: $0Net Assets 2017: $59,276,6332017Assets 2018: $69,261,925Liabilities 2018: $73,547Net Assets 2018: $69,188,3782018Assets 2019: $72,893,448Liabilities 2019: $54,938Net Assets 2019: $72,838,5102019Assets 2020: $74,679,202Liabilities 2020: $208,606Net Assets 2020: $74,470,5962020Assets 2021: $95,077,481Liabilities 2021: $235,371Net Assets 2021: $94,842,1102021Assets 2024: $91,988,146Liabilities 2024: $5,750Net Assets 2024: $91,982,3962024

Highlighted filing

2014

Assets$52,562,521
Liabilities$0
Net Assets$52,562,521
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0Expenses 2013: $1,480,1812013Revenue 2014: $3,396,856Expenses 2014: $1,546,837Net Income 2014: $1,850,0192014Revenue 2015: $3,742,383Expenses 2015: $1,572,730Net Income 2015: $2,169,6532015Revenue 2016: $3,174,548Expenses 2016: $1,657,030Net Income 2016: $1,517,5182016Revenue 2017: $2,987,269Expenses 2017: $1,781,276Net Income 2017: $1,205,9932017Revenue 2018: $5,600,310Expenses 2018: $1,782,988Net Income 2018: $3,817,3222018Revenue 2019: $6,656,997Expenses 2019: $1,682,806Net Income 2019: $4,974,1912019Revenue 2020: $4,843,445Expenses 2020: $2,136,775Net Income 2020: $2,706,6702020Revenue 2021: $5,891,858Expenses 2021: $2,205,066Net Income 2021: $3,686,7922021Revenue 2024: $8,431,640Expenses 2024: $3,010,966Net Income 2024: $5,420,6742024

Highlighted filing

2014

Revenue$3,396,856
Expenses$1,546,837
Net Income$1,850,019
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 7, 2014
Return Version
2013v3.1
Gross Receipts
$16,884,823
Mission and Program Overview

Mission

The archdiocesan education fund is operated exclusively for religious, educational, charitable and scientific purposes in that it is operated so as to provide financial support and assistance to the general educational programs and activities conducted by the roman catholic archdiocese of philadelphia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$42,552,501$50,488,265▲ $7,935,764
Cash and Non-Interest-Bearing Accounts$2,498,637$2,074,256▼ $424,381
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$45,051,138$52,562,521▲ $7,511,383
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$45,051,138$52,562,521▲ $7,511,383
Total Net Assets Fund Balance$45,051,138$52,562,521▲ $7,511,383
Total Liabilities and Net Assets / Fund Balance$45,051,138$52,562,521▲ $7,511,383
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
Archbishop Charles ChaputChairman
Matthew H Mccloskey IvPresident
Bishop Michael J FitzgeralVice President
Brian T MccloskeySecretary/TREAS

Highest Paid Contractors

ContractorServicesLocationCompensation
First Clearing CorporationInvestment Fees-$391,027
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,396,856
Other Revenue
$0
Change in Net Assets
$1,850,019
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,097,000
Other Expenses$449,837
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,097,000--$1,097,000
Fees for Service Investment Mgmnt Fees-$391,027-$391,027
Fees for Services Accounting-$42,486-$42,486
Other Expenses-$16,324-$16,324
Total Functional Expenses$1,097,000$449,837$0$1,546,837
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-1360839---$1,022,000
46-1237617---$50,000
20-8083164---$25,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“First clearing corporation acts as custodian of the fund. First clearing corporation is a subsidiary of wells fargo. A member of the board of directors of the fund is an independent broker whose firm is part of the wells fargo independent channel.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Reviewed by president of the organization”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
23-6445582
Phone
6105025310

Signing Officer

Name
Matthew H Mccloskey Iv
Title
President
Signed
2014-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
1946
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Preparer
Peter H Rothman CPA
Phone
6107010500
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: archdiocese of philadelphia - oce elementary schools administration other program services 5: archdiocese of philadelphia - schools for special education other program services 6: archdiocese of philadelphia - secondary schools - learning disability program other program services 7: archdiocese of philadelphia - independent mission schools other program services 8: world meeting of families”

Financial Statement Notes

Part X : FIN48 Footnote

“The Fund is a not-for-profit organization that is generally exempt from federal and state income taxes under Section 501(c)(3) of the Internal Revenue Code, and therefore, no provision for income taxes is included. The Fund, however, is liable for tax on any unrelated business income received. It is also required to file an informational return (Federal Form 990). The Fund believes that there are no uncertain tax positions for the year ended June 30, 2014. Informational and other returns for fiscal year 2011 and later are subject to examination by the Internal Revenue Service.”

Raw XML Appendix388 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.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt00
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IRS990/ActivityOrMissionDesc0THE ARCHDIOCESAN EDUCATION FUND IS OPERATED EXCLUSIVELY FOR RELIGIOUS, EDUCATIONAL, CHARITABLE AND SCIENTIFIC PURPOSES IN THAT IT IS OPERATED SO AS TO PROVIDE FINANCIAL SUPPORT AND ASSISTANCE TO THE GENERAL EDUCATIONAL PROGRAMS AND ACTIVITIES CONDUCTED BY THE ROMAN CATHOLIC ARCHDIOCESE OF PHILADELPHIA.
IRS990/AdvertisingGrp/TotalAmt00
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IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MATTHEW H MCCLOSKEY IV
IRS990/BooksInCareOfDetail/PhoneNum06105025310
IRS990/BooksInCareOfDetail/USAddress/AddressLine102 RADNOR CORPORATE CENTER STE 110
IRS990/BooksInCareOfDetail/USAddress/City0RADNOR
IRS990/BooksInCareOfDetail/USAddress/State0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode019087
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt02498637
IRS990/CashNonInterestBearingGrp/EOYAmt02074256
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
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IRS990/ConferencesMeetingsGrp/TotalAmt00
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IRS990/ConsolidatedAuditFinclStmtInd0false
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IRS990/ContractorCompensationGrp/ServicesDesc0INVESTMENT FEES
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
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IRS990/CYInvestmentIncomeAmt03396856
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IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01850019
IRS990/CYSalariesCompEmpBnftPaidAmt00
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IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03396856
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0ARCHDIOCESE OF PHILADELPHIA - OCE ELEMENTARY SCHOOLS ADMINISTRATION
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt0760000
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt042486
IRS990/FeesForServicesAccountingGrp/TotalAmt042486
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0391027
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0391027
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0ARCHBISHOP CHARLES CHAPUT
IRS990/Form990PartVIISectionAGrp/PersonNm1MATTHEW H MCCLOSKEY IV
IRS990/Form990PartVIISectionAGrp/PersonNm2BISHOP MICHAEL J FITZGERAL
IRS990/Form990PartVIISectionAGrp/PersonNm3BRIAN T MCCLOSKEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary/TREAS
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01946
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt02585519
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0760000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01097000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01097000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt016073486
IRS990/GrossReceiptsAmt016884823
IRS990/GroupExemptionNum00928
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0811337
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0811337
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt042552501
IRS990/InvestmentsPubTradedSecGrp/EOYAmt050488265
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt013487967
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ARCHDIOCESAN EDUCATION FUND IS OPERATED EXCLUSIVELY FOR RELIGIOUS, EDUCATIONAL, CHARITABLE AND SCIENTIFIC PURPOSES IN THAT IT IS OPERATED SO AS TO PROVIDE FINANCIAL SUPPORT AND ASSISTANCE TO THE GENERAL EDUCATIONAL PROGRAMS AND ACTIVITIES CONDUCTED BY THE ROMAN CATHOLIC ARCHDIOCESE OF PHILADELPHIA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
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IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
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IRS990/ProgSrvcAccomActy2Grp/Desc0ARCHDIOCESE OF PHILADELPHIA - SCHOOLS FOR SPECIAL EDUCATION
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0200000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0200000
IRS990/ProgSrvcAccomActy3Grp/Desc0ARCHDIOCESE OF PHILADELPHIA - SECONDARY SCHOOLS - LEARNING DISABILITY PROGRAM
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01850019
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN2461237617
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc16
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc23
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt125000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt250000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ARCHDIOCESE OF PHILADELPHIA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11DREXEL NEUMANN ACADEMY INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine12WORLD MEETING OF FAMILIES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0false
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IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd2false
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01097000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Fund is a not-for-profit organization that is generally exempt from federal and state income taxes under Section 501(c)(3) of the Internal Revenue Code, and therefore, no provision for income taxes is included. The Fund, however, is liable for tax on any unrelated business income received. It is also required to file an informational return (Federal Form 990). The Fund believes that there are no uncertain tax positions for the year ended June 30, 2014. Informational and other returns for fiscal year 2011 and later are subject to examination by the Internal Revenue Service.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01022000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt250000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10ARCHDIOCESE OF PHILADELPHIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11DREXEL NEUMANN ACADEMY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12WORLD MEETING OF FAMILIES
IRS990ScheduleI/RecipientTable/RecipientEIN0231360839
IRS990ScheduleI/RecipientTable/RecipientEIN1208083164
IRS990ScheduleI/RecipientTable/RecipientEIN2461237617
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10222 NORTH 17TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11222 NORTH 17TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12222 NORTH 17TH STREET
IRS990ScheduleI/RecipientTable/USAddress/City0PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/City1PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/City2PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/State0PA
IRS990ScheduleI/RecipientTable/USAddress/State1PA
IRS990ScheduleI/RecipientTable/USAddress/State2PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode019103
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode119103
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode219103
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0CONTROL THROUGH THE BOARD OF DIRECTORS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: ARCHDIOCESE OF PHILADELPHIA - OCE ELEMENTARY SCHOOLS ADMINISTRATION OTHER PROGRAM SERVICES 5: ARCHDIOCESE OF PHILADELPHIA - SCHOOLS FOR SPECIAL EDUCATION OTHER PROGRAM SERVICES 6: ARCHDIOCESE OF PHILADELPHIA - SECONDARY SCHOOLS - LEARNING DISABILITY PROGRAM OTHER PROGRAM SERVICES 7: ARCHDIOCESE OF PHILADELPHIA - INDEPENDENT MISSION SCHOOLS OTHER PROGRAM SERVICES 8: WORLD MEETING OF FAMILIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIRST CLEARING CORPORATION ACTS AS CUSTODIAN OF THE FUND. FIRST CLEARING CORPORATION IS A SUBSIDIARY OF WELLS FARGO. A MEMBER OF THE BOARD OF DIRECTORS OF THE FUND IS AN INDEPENDENT BROKER WHOSE FIRM IS PART OF THE WELLS FARGO INDEPENDENT CHANNEL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED BY PRESIDENT OF THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt045051138
IRS990/TotalAssetsEOYAmt052562521
IRS990/TotalAssetsGrp/BOYAmt045051138
IRS990/TotalAssetsGrp/EOYAmt052562521
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0449837
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01097000
IRS990/TotalFunctionalExpensesGrp/TotalAmt01546837
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt045051138
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt052562521
IRS990/TotalOtherProgSrvcExpenseAmt087000
IRS990/TotalOtherProgSrvcGrantAmt087000
IRS990/TotalProgramServiceExpensesAmt01097000
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03396856
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03396856
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt045051138
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt052562521
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt045051138
IRS990/UnrestrictedNetAssetsGrp/EOYAmt052562521
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW H MCCLOSKEY IV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10ARCHDIOCESAN EDUCATIONAL FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine20CO WELLS FARGO - MATTHEW MCCLOSKEY
ReturnHeader/Filer/BusinessNameControlTxt0ARCH
ReturnHeader/Filer/EIN0236445582
ReturnHeader/Filer/PhoneNum06105025310
ReturnHeader/Filer/USAddress/AddressLine102 RADNOR CORPORATE CENTER
ReturnHeader/Filer/USAddress/City0RADNOR
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode019087
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Rothman Boylston LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101508 McDaniel Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0West Chester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode019380
ReturnHeader/PreparerPersonGrp/PhoneNum06107010500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER H ROTHMAN CPA
ReturnHeader/ReturnTs02014-11-07T11:24:03-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,562,521
Liabilities
$0
Net assets
$52,562,521
Revenue
$3,396,856
Expenses
$1,546,837
Net income
$1,850,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$92.0$0.01$92.0$8.43$3.01$5.42
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.1$0.24$94.8$5.89$2.21$3.69
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.7$0.21$74.5$4.84$2.14$2.71
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.9$0.05$72.8$6.66$1.68$4.97
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.3$0.07$69.2$5.60$1.78$3.82
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$59.3$0.00$59.3$2.99$1.78$1.21
2016Detailed filing. Detailed filing data is available for this year.$52.4$0.00$52.4$3.17$1.66$1.52
2015Detailed filing. Detailed filing data is available for this year.$54.0$0.00$54.0$3.74$1.57$2.17
2014Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$3.40$1.55$1.85
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.1$0.00$45.1$1.48