Liabilities / Assets
14th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
14th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
14th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
1st percentile
Higher net margin than 1% of similar nonprofits.
Top Officer Pay
38th percentile
Higher top officer pay than 38% of similar nonprofits.
Top officer pay equals 5.7% of source-year revenue.
Asset Growth
7th percentile
Faster asset growth than 7% of similar nonprofits.
Revenue Growth
37th percentile
Faster revenue growth than 37% of similar nonprofits.
Assets
Down$3,498,015
Down $852,022 (-20%) from 2017
Net Assets
Down$3,498,015
Down $852,022 (-20%) from 2017
Liabilities
Flat$0
Flat from 2017
Revenue
Down$268,247
Down $1,623 (-0.6%) from 2017
Expenses
Up$1,120,269
Up $965,249 (+623%) from 2017
Net Income
Down-$852,022
Down $966,872 (-842%) from 2017
Endowment fund for school.
Endowment fund for school
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $4,350,037 | $3,498,015 | ▼ $852,022 |
| Investments in Publicly Traded Securities | $3,608,884 | $2,818,831 | ▼ $790,053 |
| Savings and Temporary Cash Investments | $741,147 | $679,178 | ▼ $61,969 |
| Land, Buildings, and Equipment, Net | $6 | $6 | → $0 |
| Total Assets | $4,350,037 | $3,498,015 | ▼ $852,022 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $4,350,037 | $3,498,015 | ▼ $852,022 |
| Total Liabilities and Net Assets / Fund Balance | $4,350,037 | $3,498,015 | ▼ $852,022 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Land | $6 | - | - |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2018 | $4,350,037 | $39,550 | ▲ $228,697 | $1,096,612 | $3,498,015 |
| 2017 | $4,235,187 | $13,699 | ▲ $256,171 | $131,234 | $4,350,037 |
| 2016 | $4,164,327 | $46,820 | ▲ $164,779 | $113,997 | $4,235,187 |
| 2015 | $4,110,008 | $16,442 | ▲ $114,515 | $61,680 | $4,164,327 |
| 2014 | $4,065,702 | $5,380 | ▲ $454,719 | $392,102 | $4,110,008 |
| Name | Title | Base | Total |
|---|---|---|---|
| - | Trustee | $15,311 | $15,311 |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,104,958 |
| Salaries, Compensation, and Employee Benefits | $15,311 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Expenses | $1,096,612 | - | - | $1,096,612 |
| Current Officers, Directors, Trustees, and Key Employees | - | $15,311 | - | $15,311 |
| Fees for Service Investment Mgmnt Fees | - | $5,777 | - | $5,777 |
| Fees for Services Accounting | - | $1,375 | - | $1,375 |
| Fees for Services Legal | - | $1,194 | - | $1,194 |
| Total Functional Expenses | $1,096,612 | $23,657 | $0 | $1,120,269 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The organization delegates responsibilities for investment management and trustee duties to a third party fiduciary. The third party fiduciary at the filing of this return is prosperity bank, located in victoria, texas.”
“On may 25, 2018 it was ordered, adjudged and decreed in the district court of victoria county that the terms of the trust known as the st. Joseph high school endowment fund be modified by the addition of a paragraph to the trust instrument, dated april 9, 1975, allowing for distribution of principal of the trust for the benefit of st. Joseph high school necessary to meet special needs of the school, but only in the event that a resolution is adopted by the board of trustees of the school specifying the need. Shortly thereafter, a special distribution was made to the school in the amount of 1,000,000 to pay down a debt of the school. This distribution did not represent a distribution or transfer of more than 25% of the endowment fund's net assets at the time of the transfer.”
“Review is made by the finance committee of the governing body.”
“No documents have been requested. Documents are available to the public upon request.”
“The exclusive purpose of the endowment fund is to provide financial assistance/support to st. Joseph high school in victoria, texas.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | ENDOWMENT FUND FOR SCHOOL |
| IRS990/AllOtherContributionsAmt | 0 | 39550 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | PROSPERITY BANK |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3615736321 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 101 S MAIN ST |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | VICTORIA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 77901 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/ChangeToOrgDocumentsInd | 0 | true |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 15311 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 15311 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 39550 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 228697 |
| IRS990/CYOtherExpensesAmt | 0 | 1104958 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -852022 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 15311 |
| IRS990/CYTotalExpensesAmt | 0 | 1120269 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 268247 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | true |
| IRS990/Desc | 0 | FUNDS WERE DISBURSED TO ST. JOSEPH HIGH SCHOOL, AN EXEMPT ORGANIZATION, FOR OPERATIONS. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 1096612 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1375 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1375 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 1194 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 1194 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 5777 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 5777 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | PROSPERITY BANK |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine2Txt | 0 | BILLY MACHA TRUST OFFICER |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 15311 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1975 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 107007 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 20 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1057810 |
| IRS990/GrossReceiptsAmt | 0 | 1219050 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 121690 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 121690 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 3608884 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 2818831 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 6 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 6 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 6 |
| IRS990/LegalDomicileStateCd | 0 | TX |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 950803 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | ENDOWMENT FUND FOR SCHOOL. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 4350037 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3498015 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 107007 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 107007 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | TRANSFER TO EXEMPT ORG. |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 1096612 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 1096612 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | PROSPERITY BANK |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine2Txt | 0 | BILLY MACHA TRUST OFFICER |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 13699 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 256171 |
| IRS990/PYOtherExpensesAmt | 0 | 138943 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 114850 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 16077 |
| IRS990/PYTotalExpensesAmt | 0 | 155020 |
| IRS990/PYTotalRevenueAmt | 0 | 269870 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -852022 |
| IRS990/RelatedEntityInd | 0 | true |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 4350037 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 3498015 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 741147 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 679178 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/MajorityDirTrstSupportedOrgInd | 0 | true |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 746023700 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 1096612 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | ST JOSEPH HIGH SCHOOL INC |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType2Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 1096612 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 23657 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4350037 |
| IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt | 0 | 39550 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 3498015 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 228697 |
| IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt | 0 | 1096612 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 23786 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4235187 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt | 0 | 13699 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4350037 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 256171 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 131234 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 26742 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4164327 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt | 0 | 46820 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4235187 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 164779 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 113997 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 14959 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4110008 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 16442 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4164327 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 114515 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 61680 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 23691 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 4065702 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 5380 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 4110008 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 454719 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt | 0 | 392102 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | false |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | false |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 6 |
| IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt | 0 | 6 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE EXCLUSIVE PURPOSE OF THE ENDOWMENT FUND IS TO PROVIDE FINANCIAL ASSISTANCE/SUPPORT TO ST. JOSEPH HIGH SCHOOL IN VICTORIA, TEXAS. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE D, PAGE 2, PART V, LINE 4 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 6 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION DELEGATES RESPONSIBILITIES FOR INVESTMENT MANAGEMENT AND TRUSTEE DUTIES TO A THIRD PARTY FIDUCIARY. THE THIRD PARTY FIDUCIARY AT THE FILING OF THIS RETURN IS PROSPERITY BANK, LOCATED IN VICTORIA, TEXAS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ON MAY 25, 2018 IT WAS ORDERED, ADJUDGED AND DECREED IN THE DISTRICT COURT OF VICTORIA COUNTY THAT THE TERMS OF THE TRUST KNOWN AS THE ST. JOSEPH HIGH SCHOOL ENDOWMENT FUND BE MODIFIED BY THE ADDITION OF A PARAGRAPH TO THE TRUST INSTRUMENT, DATED APRIL 9, 1975, ALLOWING FOR DISTRIBUTION OF PRINCIPAL OF THE TRUST FOR THE BENEFIT OF ST. JOSEPH HIGH SCHOOL NECESSARY TO MEET SPECIAL NEEDS OF THE SCHOOL, BUT ONLY IN THE EVENT THAT A RESOLUTION IS ADOPTED BY THE BOARD OF TRUSTEES OF THE SCHOOL SPECIFYING THE NEED. SHORTLY THEREAFTER, A SPECIAL DISTRIBUTION WAS MADE TO THE SCHOOL IN THE AMOUNT OF 1,000,000 TO PAY DOWN A DEBT OF THE SCHOOL. THIS DISTRIBUTION DID NOT REPRESENT A DISTRIBUTION OR TRANSFER OF MORE THAN 25% OF THE ENDOWMENT FUND'S NET ASSETS AT THE TIME OF THE TRANSFER. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | REVIEW IS MADE BY THE FINANCE COMMITTEE OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | NO DOCUMENTS HAVE BEEN REQUESTED. DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | false |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | false |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | false |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | false |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | false |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | ST JOSEPH HIGH SCHOOL INC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 746023700 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501 C3 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | TX |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | SCHOOL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | 2 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 110 E RED RIVER ST |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | VICTORIA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 77901 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | false |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | false |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | false |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | false |
| IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt | 0 | PART V, LINE 1R - TRANSFER OF CASH TO RELATED ORGANIZATION MONETARY SUPPORT IN THE AMOUNT OF 1,096,612 WAS MADE TO ST. JOSEPH HIGH SCHOOL, INC. TO FULFILL THE PURPOSE OF THIS FILING ORGANIZATION. |
| IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE R |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 1096612 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | MONETARY SUPPORT |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | ST JOSEPH HIGH SCHOOL INC |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | R |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | false |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | true |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | true |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 4350037 |
| IRS990/TotalAssetsEOYAmt | 0 | 3498015 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 4350037 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 3498015 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 39550 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 23657 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 1096612 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1120269 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 4350037 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 3498015 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 1096612 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 15311 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 228697 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 268247 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 4350037 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 3498015 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 101 S MAIN ST |
| IRS990/USAddress/CityNm | 0 | VICTORIA |
| IRS990/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/USAddress/ZIPCd | 0 | 77901 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 20 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | PROSPERITY BANK |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3615736321 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-06-25 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ST JOSEPH HS ENDOWMENT FUND |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | C/O PROSPERITY BANK TRUSTEE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | STJO |
| ReturnHeader/Filer/EIN | 0 | 237441343 |
| ReturnHeader/Filer/PhoneNum | 0 | 3615736321 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 101 S MAIN ST - TRUST DEPARTMENT |
| ReturnHeader/Filer/USAddress/CityNm | 0 | VICTORIA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 77901 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 780931A45BAC4293963676B8917EC3F22C0359C3 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | FB9E4BFE4C905021274301BF7808B7A030EAAD2B |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 208.180.235.23 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-06-27 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 12:55:09 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 741177446 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HARRISON WALDROP & UHEREK LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 101 S MAIN STE 400 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | VICTORIA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 77901 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3615733255 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2019-06-25 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | STEPHEN W VAN MANEN CPA |
| ReturnHeader/ReturnTs | 0 | 2019-06-27T12:55:09-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.