Civic Intelligence

Archdiocesan Educational Fund Co Wells Fargo - Matthew Mccloskey

990 • Fiscal year 2015 • EIN 23-6445582

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 11, 2016

Organization ProfileN/A
2 Radnor Corporate CenterRadnor, PA 19087

(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.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

2nd percentile

0.00x

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

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

94th percentile

58%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

55th percentile

2.8%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

69th percentile

10%

Faster revenue growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$54,033,598

Up $1,471,077 (+2.8%) from 2014

Net Assets

Up

$54,033,598

Up $1,471,077 (+2.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin94th percentile

Revenue

Up

$3,742,383

Up $345,527 (+10%) from 2014

Expenses

Up

$1,572,730

Up $25,893 (+1.7%) from 2014

Net Income

Up

$2,169,653

Up $319,634 (+17%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2015

Assets$54,033,598
Liabilities$0
Net Assets$54,033,598
Open 2015 Filing

Operations Trend

Revenue Growth69th percentile

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

2015

Revenue$3,742,383
Expenses$1,572,730
Net Income$2,169,653
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 11, 2016
Return Version
2014v6.0
Gross Receipts
$19,549,748
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$50,488,265$49,529,020▼ $959,245
Cash and Non-Interest-Bearing Accounts$2,074,256$4,504,578▲ $2,430,322
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$52,562,521$54,033,598▲ $1,471,077
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$52,562,521$54,033,598▲ $1,471,077
Total Net Assets Fund Balance$52,562,521$54,033,598▲ $1,471,077
Total Liabilities and Net Assets / Fund Balance$52,562,521$54,033,598▲ $1,471,077
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-$418,988
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,742,383
Other Revenue
$0
Change in Net Assets
$2,169,653

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,742,383
Revenue Not Reported on Form 990
$-698,576
Total Revenue per Audited Statements
$3,043,807
Total Revenue per Form 990
$3,742,383
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,098,442
Other Expenses$474,288
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,098,442--$1,098,442
Fees for Service Investment Mgmnt Fees-$418,988-$418,988
Other Expenses-$38,119-$38,119
Fees for Services Accounting-$17,181-$17,181
Total Functional Expenses$1,098,442$474,288$0$1,572,730

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,572,730
Total Expenses per Audited Statements$1,572,730
Total Expenses per Form 990$1,572,730
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Archdiocese of PhiladelphiaPhiladelphia, PA--$836,493
Saint Charles SeminaryWynnewood, PA--$188,893
World Meeting of FamiliesPhiladelphia, PA--$45,000
Independence Mission SchoolsKing of Prussia, PA--$23,056
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

Filer Name
Archdiocesan Educational Fund
EIN
23-6445582
Phone
6105025310
Address
2 RADNOR CORPORATE CENTER, RADNOR, PA 19087

Signing Officer

Name
Matthew H Mccloskey Iv
Title
President
Signed
2016-02-11
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Rothman Boylston LLC
Address
1508 McDaniel Drive, West Chester, PA 19380
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 other program services 9: archdiocese of philadelphia - good leaders, good shephards training program other program services 10: st.charles borromeo seminary training for preaching other program services 11: registration of seminarians for world meeting of families other program services 12: world meeting of families break out session”

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, 2015. Informational and other returns for fiscal year 2012 and later are subject to examination by the Internal Revenue Service.”

Raw XML AppendixShowing 400 of 428 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/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.
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IRS990/DAFExcessBusinessHoldingsInd0false
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IRS990/DepreciationDepletionGrp/TotalAmt00
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0560000
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017181
IRS990/FeesForServicesAccountingGrp/TotalAmt017181
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
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IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0418988
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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
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IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/PersonNm3BRIAN T MCCLOSKEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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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
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IRS990/GainOrLossGrp/SecuritiesAmt02912313
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
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IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentInJointVentureInd0false
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IRS990/ProgSrvcAccomActy3Grp/Desc0ST.CHARLES BORROMEO SEMINARY TRAINING FOR PREACHING
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt05
IRS990ScheduleA/SupportedOrganizationsTotalCnt05
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231360839
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1208083164
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2461237617
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3231370450
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4454720688
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1false
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd16
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd23
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd31
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd42
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0836493
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt15000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt245000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3188893
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt423056
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ARCHDIOCESE OF PHILADELPHIA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1DREXEL NEUMANN ACADEMY INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2WORLD MEETING OF FAMILIES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3SAINT CHARLES SEMINARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4INDEPENDENCE MISSION SCHOOLS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01098442
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01572730
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-698576
IRS990ScheduleD/RevenueNotReportedAmt0-698576
IRS990ScheduleD/RevenueSubtotalAmt03742383
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, 2015. Informational and other returns for fiscal year 2012 and later are subject to examination by the Internal Revenue Service.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt01572730
IRS990ScheduleD/TotalRevenuePerForm990Amt03742383
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03043807
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01572730
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0836493
IRS990ScheduleI/RecipientTable/CashGrantAmt123056
IRS990ScheduleI/RecipientTable/CashGrantAmt2188893
IRS990ScheduleI/RecipientTable/CashGrantAmt345000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ARCHDIOCESE OF PHILADELPHIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1INDEPENDENCE MISSION SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SAINT CHARLES SEMINARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3WORLD MEETING OF FAMILIES
IRS990ScheduleI/RecipientTable/RecipientEIN0231360839
IRS990ScheduleI/RecipientTable/RecipientEIN1454720688
IRS990ScheduleI/RecipientTable/RecipientEIN2231370450
IRS990ScheduleI/RecipientTable/RecipientEIN3461237617
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0222 NORTH 17TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1500 N GULPH RD SUITE 110
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2100 WYNNEWOOD RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3222 NORTH 17TH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1KING OF PRUSSIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2WYNNEWOOD
IRS990ScheduleI/RecipientTable/USAddress/CityNm3PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019103
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd119406
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd219096
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd319103
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0CONTROL THROUGH THE BOARD OF DIRECTORS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt04
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 OTHER PROGRAM SERVICES 9: ARCHDIOCESE OF PHILADELPHIA - GOOD LEADERS, GOOD SHEPHARDS TRAINING PROGRAM OTHER PROGRAM SERVICES 10: ST.CHARLES BORROMEO SEMINARY TRAINING FOR PREACHING OTHER PROGRAM SERVICES 11: REGISTRATION OF SEMINARIANS FOR WORLD MEETING OF FAMILIES OTHER PROGRAM SERVICES 12: WORLD MEETING OF FAMILIES BREAK OUT SESSION
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/TotalAssetsBOYAmt052562521
IRS990/TotalAssetsEOYAmt054033598
IRS990/TotalAssetsGrp/BOYAmt052562521
IRS990/TotalAssetsGrp/EOYAmt054033598
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0474288
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01098442
IRS990/TotalFunctionalExpensesGrp/TotalAmt01572730
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt052562521
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt054033598
IRS990/TotalOtherProgSrvcExpenseAmt0249549
IRS990/TotalOtherProgSrvcGrantAmt0249549
IRS990/TotalProgramServiceExpensesAmt01098442
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03742383
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03742383
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt052562521
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt054033598
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt052562521
IRS990/UnrestrictedNetAssetsGrp/EOYAmt054033598
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,033,598
Liabilities
$0
Net assets
$54,033,598
Revenue
$3,742,383
Expenses
$1,572,730
Net income
$2,169,653
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $50M-$100M nonprofits