Civic Intelligence

San Jose Episcopal Day School Foundation Inc.

990 • Fiscal year 2015 • EIN 23-7230023

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization Profileevajax.com
7423 San Jose BoulevardJacksonville, FL 32217

(904) 733-0352

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

1st percentile

-3622%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

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

Asset Growth

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

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

Revenue Growth

2nd percentile

-93%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$136,089

Down $71,760 (-35%) from 2014

Net Assets

Down

$136,089

Down $71,760 (-35%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Down

$1,891

Down $24,057 (-93%) from 2014

Expenses

Up

$70,382

Up $19,792 (+39%) from 2014

Net Income

Down

-$68,491

Down $43,849 (-178%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$300K$200K$100K$0Assets 2010: $274,358Liabilities 2010: $0Net Assets 2010: $274,3582010Assets 2012: $267,225Liabilities 2012: $0Net Assets 2012: $267,2252012Assets 2013: $251,145Liabilities 2013: $0Net Assets 2013: $251,1452013Assets 2014: $207,849Liabilities 2014: $0Net Assets 2014: $207,8492014Assets 2015: $136,089Liabilities 2015: $0Net Assets 2015: $136,0892015Assets 2016: $76,473Liabilities 2016: $0Net Assets 2016: $76,4732016Assets 2017: $177,765Liabilities 2017: $0Net Assets 2017: $177,7652017Assets 2018: $173,547Liabilities 2018: $0Net Assets 2018: $173,5472018Assets 2019: $172,699Liabilities 2019: $0Net Assets 2019: $172,6992019Assets 2020: $171,756Liabilities 2020: $0Net Assets 2020: $171,7562020Assets 2021: $170,758Liabilities 2021: $0Net Assets 2021: $170,7582021Assets 2022: $170,422Liabilities 2022: $0Net Assets 2022: $170,4222022

Highlighted filing

2015

Assets$136,089
Liabilities$0
Net Assets$136,089
Open 2015 Filing

Operations Trend

Revenue Growth2nd percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $1,6362010Expenses 2012: $30,4042012Revenue 2013: $3,476Expenses 2013: $46,962Net Income 2013: -$43,4862013Revenue 2014: $25,948Expenses 2014: $50,590Net Income 2014: -$24,6422014Revenue 2015: $1,891Expenses 2015: $70,382Net Income 2015: -$68,4912015Revenue 2016: $25,330Expenses 2016: $62,447Net Income 2016: -$37,1172016Revenue 2017: $1,713Expenses 2017: $976Net Income 2017: $7372017Revenue 2018: $98Expenses 2018: $326Net Income 2018: -$2282018Revenue 2019: $135Expenses 2019: $996Net Income 2019: -$8612019Revenue 2020: -$682Expenses 2020: $996Net Income 2020: -$1,6782020Revenue 2021: $33Expenses 2021: $996Net Income 2021: -$9632021Revenue 2022: $36Expenses 2022: $321Net Income 2022: -$2852022

Highlighted filing

2015

Revenue$1,891
Expenses$70,382
Net Income-$68,491
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$4,875
Mission and Program Overview

Mission

The san jose episcopal day school foundation, inc. Was established to support, enhance and continue the religious, charitable and educational activities of san jose episcopal day school and to support it not only in the internal affairs of the parish and school at large, but also in christian and charitable activities in the community.

The San Jose Episcopal Day School Foundation was established to support, enhance and continue the religious, charitable and educational activities of San Jose Episcopal Day School and to support it not only in the internal affairs of the parish and school at large, but also in Christian and charitable activities in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$74,473$74,152▼ $321
Investments in Publicly Traded Securities$132,548$61,170▼ $71,378
Cash and Non-Interest-Bearing Accounts$828$767▼ $61
Total Assets$207,849$136,089▼ $71,760
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$178,269$178,269→ $0
Unrestricted Net Assets$29,580$-42,180▼ $71,760
Total Net Assets Fund Balance$207,849$136,089▼ $71,760
Total Liabilities and Net Assets / Fund Balance$207,849$136,089▼ $71,760

Asset Categories

AssetBook ValueDepreciationBasis
Land$71,210-$71,210
Other Land Buildings$2,942$1,873$4,815
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Pamela WehdePresident
Brian LogulloVice-president
Chade ClarkeTrustee
John HughesTrustee
Lisa-mae ArmbrustTrustee
Philip GreerTrusTEE
Russ LibbyTrustee
Thomas PaulTrustee
Lori MengerEx-officio
Steph BrittEx-officio
Elizabeth WilliamsSecretary
Michael SpigelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,891
Other Revenue
$0
Change in Net Assets
$-68,491
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$70,382
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$321-$321
Other Expenses$70,000$61-$61
Total Functional Expenses$70,000$382$0$70,382
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
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Members of the Corporation (the "Members) consist of the Rector, Wardens, and the Vestry of San Jose Episcopal Church. The Members have no right, title, or interest whatsoever in the Corporation's income, property, or assets. No income, property, or assets will be distributed to any Member on the dissolution of the Corporation.”

Form 990, Part VI, Section A, line 7A

“Members of the Corporation have the right to elect or appoint one or more trustees during annual Members' meetings.”

Form 990, Part VI, Section A, line 7B

“Any person elected to fill a vacancy in the Board of Trustees by a majority of the remaining trustees can be removed or approved at the Members annual meetings.”

Form 990, Part VI, Section B, line 11

“A copy of the Form 990 was provided to the Board Members of the Foundation.”

Form 990, Part VI, Section B, line 12

“San Jose Episcopal Day School Foundation, Inc. has organizational documents that cover conflict of interest avoidance. The Board is in process of developing a conflict of interest policy, whistleblower policy and document retension and distruction policy.”

Form 990, Part VI, Section C, line 18

“The Form 990 is available for public inspection at www.GUIDESTAR.ORG”

Form 990, Part VI, Section C, line 19

“Governing documents and financial statements are available to the public upon request via telephone, fax or mail.”

Filing and Contact Details

Filer

Filer Name
San Jose Episcopal Day School Foundation
EIN
23-7230023
Phone
9047330352
Address
7423 San Jose Boulevard, Jacksonville, FL 32217

Signing Officer

Name
Pamela Wehde
Title
President
Phone
9042817606
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pamela Wehde
Formed
1973
Legal Domicile
Fl
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
KRESGE PLATT & ABARE CPAs LLC
Address
1200 Plantation Island Dr, St Augustine, FL 32080
Preparer
William T Abare Iiicpa
Phone
9044600747
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members of the Corporation (the "Members) consist of the Rector, Wardens, and the Vestry of San Jose Episcopal Church. The Members have no right, title, or interest whatsoever in the Corporation's income, property, or assets. No income, property, or assets will be distributed to any Member on the dissolution of the Corporation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members of the Corporation have the right to elect or appoint one or more trustees during annual Members' meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Any person elected to fill a vacancy in the Board of Trustees by a majority of the remaining trustees can be removed or approved at the Members annual meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A copy of the Form 990 was provided to the Board Members of the Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4San Jose Episcopal Day School Foundation, Inc. has organizational documents that cover conflict of interest avoidance. The Board is in process of developing a conflict of interest policy, whistleblower policy and document retension and distruction policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Form 990 is available for public inspection at www.GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Governing documents and financial statements are available to the public upon request via telephone, fax or mail.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0San Jose Episcopal Church
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1San Jose Episcopal Day School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2san Jose Episcopal Church Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0590683264
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1591637843
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2593368537
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Religious activities
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Educational instructions
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SUPPORT of religious and educational activities
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(a)(1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1509(a)(1)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07423 San Jose Blvd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt17423 San Jose Blvd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt27423 San Jose Blvd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Jacksonville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Jacksonville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2Jacksonville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd032217
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd132217
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd232217
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt070000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FAIR MARKET VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0San Jose Episcopal Day School
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0207849
IRS990/TotalAssetsEOYAmt0136089
IRS990/TotalAssetsGrp/BOYAmt0207849
IRS990/TotalAssetsGrp/EOYAmt0136089
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0382
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070000
IRS990/TotalFunctionalExpensesGrp/TotalAmt070382
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0207849
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0136089
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt070000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01891
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01891
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0207849
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0136089
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt029580
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-42180
IRS990/USAddress/AddressLine1Txt07423 San Jose Blvd
IRS990/USAddress/CityNm0Jacksonville
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032217
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0evajax.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Pamela Wehde
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09042817606
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-15

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
$136,089
Liabilities
$0
Net assets
$136,089
Revenue
$1,891
Expenses
$70,382
Net income
-$68,491
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.00$0.01$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.01$0.01$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.00$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.02$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.25$0.62$0.37
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.02$0.70$0.68
2014Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.26$0.51$0.25
2013Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.03$0.47$0.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.00$2.67$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.74$0.00$2.74$0.02
Peer Organizations

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