Civic Intelligence

Parents for the Advancement of Catholic Education Foundation

990EZ • Fiscal year 2024 • EIN 27-0821447

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 30, 2024

39 Gebhardt RoadPenfield, NY 14526

(585) 586-6968

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2024 filings • NTEE B11 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.00x

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

2024 filings • NTEE B11 • <$500k nonprofits • Source year 2024

Net Margin

81st percentile

33%

Higher net margin than 81% of similar nonprofits.

2024 filings • NTEE B11 • <$500k nonprofits • Source year 2024

Top Officer Pay

97th percentile

$0

Higher top officer pay than 97% of similar nonprofits.

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

2024 filings • NTEE B11 • <$500k nonprofits • Source year 2024

Asset Growth

89th percentile

66%

Faster asset growth than 89% of similar nonprofits.

2024 filings • NTEE B11 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

310%

Faster revenue growth than 97% of similar nonprofits.

2024 filings • NTEE B11 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$80,254

Up $31,974 (+66%) from 2023

Net Assets

Up

$80,254

Up $35,978 (+81%) from 2023

Liabilities

Down

$0

Down $4,004 (-100%) from 2023

Revenue

Up

$96,451

Up $72,907 (+310%) from 2023

Expenses

Up

$64,477

Up $52,561 (+441%) from 2023

Net Income

Up

$31,974

Up $20,346 (+175%) from 2023

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $20,069Liabilities 2011: $0Net Assets 2011: $20,0692011Assets 2012: $13,388Liabilities 2012: $0Net Assets 2012: $13,3882012Assets 2013: $21,791Liabilities 2013: $0Net Assets 2013: $21,7912013Assets 2014: $28,146Liabilities 2014: $0Net Assets 2014: $28,1462014Assets 2015: $30,658Liabilities 2015: $0Net Assets 2015: $30,6582015Assets 2017: $20,674Liabilities 2017: $0Net Assets 2017: $20,6742017Assets 2018: $22,352Liabilities 2018: $6,710Net Assets 2018: $15,6422018Assets 2019: $31,927Liabilities 2019: $4,700Net Assets 2019: $27,2272019Assets 2020: $50,616Liabilities 2020: $7,650Net Assets 2020: $42,9662020Assets 2021: $45,113Liabilities 2021: $7,433Net Assets 2021: $37,6802021Assets 2022: $39,097Liabilities 2022: $6,449Net Assets 2022: $32,6482022Assets 2023: $48,280Liabilities 2023: $4,004Net Assets 2023: $44,2762023Assets 2024: $80,254Liabilities 2024: $0Net Assets 2024: $80,2542024Assets 2025: $81,423Liabilities 2025: $0Net Assets 2025: $81,4232025

Highlighted filing

2024

Assets$80,254
Liabilities$0
Net Assets$80,254

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $62,823Expenses 2011: $91,831Net Income 2011: -$29,0082011Revenue 2012: $60,610Expenses 2012: $67,105Net Income 2012: -$6,4952012Revenue 2013: $76,130Expenses 2013: $67,727Net Income 2013: $8,4032013Revenue 2014: $72,584Expenses 2014: $66,229Net Income 2014: $6,3552014Revenue 2015: $53,412Expenses 2015: $50,900Net Income 2015: $2,5122015Revenue 2017: $73,460Expenses 2017: $68,748Net Income 2017: $4,7122017Revenue 2018: $16,038Expenses 2018: $21,070Net Income 2018: -$5,0322018Revenue 2019: $29,367Expenses 2019: $17,782Net Income 2019: $11,5852019Revenue 2020: $27,356Expenses 2020: $11,617Net Income 2020: $15,7392020Revenue 2021: $30,012Expenses 2021: $35,298Net Income 2021: -$5,2862021Revenue 2022: $5,260Expenses 2022: $10,292Net Income 2022: -$5,0322022Revenue 2023: $23,544Expenses 2023: $11,916Net Income 2023: $11,6282023Revenue 2024: $96,451Expenses 2024: $64,477Net Income 2024: $31,9742024Revenue 2025: $67,359Expenses 2025: $66,190Net Income 2025: $1,1692025

Highlighted filing

2024

Revenue$96,451
Expenses$64,477
Net Income$31,974
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 30, 2024
Return Version
2023v5.1
Gross Receipts
$147,242
Mission and Program Overview

Mission

The parents for the advancement of catholic education, through various unpaid volunteers, will conduct activities whose purpose is to raise funds for catholic schools in the rochester area who have lost funding from the diocese of rochester, this will allow schools to continue to provide an education of the highest quality to residents of the state of new york. Currently the only recipient organization is the st. Joseph's school in penfield, ny. The planned fundraisers consist of an annual gala, a planned annual appeal through mail and direct solicitation, and possible grant applications from federal and state agencies to assist with school programs.

Program Services

DescriptionGrantsExpenses
THIS FOUNDATION IS STILL FAIRLY NEW AND DOING ITS BEST TO PROVIDE FUNDING FOR CATHOLIC SCHOOLS IN THE ROCHESTER AREA. THE FOUNDATION WANTS TO CONTINUE TO PROVIDE AN EDUCATION OF THE HIGHEST QUALITY TO RESIDENTS OF THE STATE OF NEW YORK.$0$61,937
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN WIEDEMERPresidentPT$0--
HILARY HAGENVice President-$0--
HEATHER ODDENSecretary-$0--
JEN PIANOTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$81,030$81,030$2,941$78,089
Meat Raffle$29,637$29,637$235$29,402
Total Events$110,667$110,667$30,348$80,319
Filing and Contact Details

Filer

Filer Name
Saint Joseph School Foundation
EIN
27-0821447
Phone
5855866968
Address
39 GEBHARDT ROAD, PENFIELD, NY 14526

Signing Officer

Name
Megan Wiedemer
Title
President
Phone
5855866968
Signed
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Davie Kaplan CPA Pc
Address
100 MERIDIAN CENTRE BLVD SUITE 200, ROCHESTER, NY 14618
Preparer
Scott M Kogler Cpapfs
Phone
5854544161
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 7 - Sales of Inventory

Income: gross receipts: 21,072. Returns and allowances: 0. Less cost of goods sold: 20,443. Gross profit: 629. Cost of goods sold: inventory at beginning of year: 0. Merchandise purchased: 21,868. Cost of labor: 0. Materials and supplies: 0. Other costs: 0. Inventory at end of year: 1,425. Cost of goods sold: 20,443.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: st. Joseph catholic school. Affiliate address: 39 gebhardt road penfield , ny 14526. Purpose of payment: classroom improvements . Amount of payment: 30,037.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: st. Joseph catholic school. Affiliate address: 39 gebhardt road penfield , ny 14526. Purpose of payment: library enhancements . Amount of payment: 1,013.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: st. Joseph catholic school. Affiliate address: 39 gebhardt road penfield , ny 14526. Purpose of payment: educational enhancements. Amount of payment: 9,777.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: st. Joseph catholic school. Affiliate address: 39 gebhardt road penfield , ny 14526. Purpose of payment: support for sjs field trips. Amount of payment: 4,414.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: st. Joseph catholic school. Affiliate address: 39 gebhardt road penfield , ny 14526. Purpose of payment: sjs tuition support. Amount of payment: 7,500.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: st. Joseph catholic school. Affiliate address: 39 gebhardt road penfield , ny 14526. Purpose of payment: teacher appreciation. Amount of payment: 4,516.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: st. Joseph catholic school. Affiliate address: 39 gebhardt road penfield , ny 14526. Purpose of payment: mary beth carey scholarship. Amount of payment: 1,000. Total included on form 990-ez, line 10: 58,257.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: software. Amount: 3,681.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: to correct misstated beginning liabilities . Amount: 4,004.

Form 990-ez, Part II, Line 24 - Other Assets

Description: gala deposit. Beg. Of year amount: 1,000. End of year amount: 963. Description: spirit wear inventory. Beg. Of year amount: 0. End of year amount: 1,425.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: funds with donor restrictions. Beg. Of year amount: 4,004. End of year amount: 0.

Raw XML Appendix203 raw XML fields

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

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990EZ/PrimaryExemptPurposeTxt0THE PARENTS FOR THE ADVANCEMENT OF CATHOLIC EDUCATION, THROUGH VARIOUS UNPAID VOLUNTEERS, WILL CONDUCT ACTIVITIES WHOSE PURPOSE IS TO RAISE FUNDS FOR CATHOLIC SCHOOLS IN THE ROCHESTER AREA WHO HAVE LOST FUNDING FROM THE DIOCESE OF ROCHESTER, THIS WILL ALLOW SCHOOLS TO CONTINUE TO PROVIDE AN EDUCATION OF THE HIGHEST QUALITY TO RESIDENTS OF THE STATE OF NEW YORK. CURRENTLY THE ONLY RECIPIENT ORGANIZATION IS THE ST. JOSEPH'S SCHOOL IN PENFIELD, NY. THE PLANNED FUNDRAISERS CONSIST OF AN ANNUAL GALA, A PLANNED ANNUAL APPEAL THROUGH MAIL AND DIRECT SOLICITATION, AND POSSIBLE GRANT APPLICATIONS FROM FEDERAL AND STATE AGENCIES TO ASSIST WITH SCHOOL PROGRAMS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCOME: GROSS RECEIPTS: 21,072. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 20,443. GROSS PROFIT: 629. COST OF GOODS SOLD: INVENTORY AT BEGINNING OF YEAR: 0. MERCHANDISE PURCHASED: 21,868. COST OF LABOR: 0. MATERIALS AND SUPPLIES: 0. OTHER COSTS: 0. INVENTORY AT END OF YEAR: 1,425. COST OF GOODS SOLD: 20,443.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ST. JOSEPH CATHOLIC SCHOOL. AFFILIATE ADDRESS: 39 GEBHARDT ROAD PENFIELD , NY 14526. PURPOSE OF PAYMENT: CLASSROOM IMPROVEMENTS . AMOUNT OF PAYMENT: 30,037.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: ST. JOSEPH CATHOLIC SCHOOL. AFFILIATE ADDRESS: 39 GEBHARDT ROAD PENFIELD , NY 14526. PURPOSE OF PAYMENT: LIBRARY ENHANCEMENTS . AMOUNT OF PAYMENT: 1,013.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AFFILIATE NAME: ST. JOSEPH CATHOLIC SCHOOL. AFFILIATE ADDRESS: 39 GEBHARDT ROAD PENFIELD , NY 14526. PURPOSE OF PAYMENT: EDUCATIONAL ENHANCEMENTS. AMOUNT OF PAYMENT: 9,777.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AFFILIATE NAME: ST. JOSEPH CATHOLIC SCHOOL. AFFILIATE ADDRESS: 39 GEBHARDT ROAD PENFIELD , NY 14526. PURPOSE OF PAYMENT: SUPPORT FOR SJS FIELD TRIPS. AMOUNT OF PAYMENT: 4,414.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AFFILIATE NAME: ST. JOSEPH CATHOLIC SCHOOL. AFFILIATE ADDRESS: 39 GEBHARDT ROAD PENFIELD , NY 14526. PURPOSE OF PAYMENT: SJS TUITION SUPPORT. AMOUNT OF PAYMENT: 7,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AFFILIATE NAME: ST. JOSEPH CATHOLIC SCHOOL. AFFILIATE ADDRESS: 39 GEBHARDT ROAD PENFIELD , NY 14526. PURPOSE OF PAYMENT: TEACHER APPRECIATION. AMOUNT OF PAYMENT: 4,516.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AFFILIATE NAME: ST. JOSEPH CATHOLIC SCHOOL. AFFILIATE ADDRESS: 39 GEBHARDT ROAD PENFIELD , NY 14526. PURPOSE OF PAYMENT: MARY BETH CAREY SCHOLARSHIP. AMOUNT OF PAYMENT: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 58,257.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: SOFTWARE. AMOUNT: 3,681.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION: TO CORRECT MISSTATED BEGINNING LIABILITIES . AMOUNT: 4,004.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DESCRIPTION: GALA DEPOSIT. BEG. OF YEAR AMOUNT: 1,000. END OF YEAR AMOUNT: 963. DESCRIPTION: SPIRIT WEAR INVENTORY. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,425.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11DESCRIPTION: FUNDS WITH DONOR RESTRICTIONS. BEG. OF YEAR AMOUNT: 4,004. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MEGAN WIEDEMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05855866968
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAINT JOSEPH SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAIN
ReturnHeader/Filer/EIN0270821447
ReturnHeader/Filer/PhoneNum05855866968
ReturnHeader/Filer/USAddress/AddressLine1Txt039 GEBHARDT ROAD
ReturnHeader/Filer/USAddress/CityNm0PENFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014526
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161182991
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIE KAPLAN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 MERIDIAN CENTRE BLVD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014618
ReturnHeader/PreparerPersonGrp/PhoneNum05854544161
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT M KOGLER CPAPFS
ReturnHeader/ReturnTs02024-11-14T07:17:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$81.4$0.00$81.4$67.4$66.2$1.17
2024Detailed filing. Detailed filing data is available for this year.$80.3$0.00$80.3$96.5$64.5$32.0
2023Detailed filing. Detailed filing data is available for this year.$48.3$4.00$44.3$23.5$11.9$11.6
2022Detailed filing. Detailed filing data is available for this year.$39.1$6.45$32.6$5.26$10.3$5.03
2021Detailed filing. Detailed filing data is available for this year.$45.1$7.43$37.7$30.0$35.3$5.29
2020Detailed filing. Detailed filing data is available for this year.$50.6$7.65$43.0$27.4$11.6$15.7
2019Detailed filing. Detailed filing data is available for this year.$31.9$4.70$27.2$29.4$17.8$11.6
2018Detailed filing. Detailed filing data is available for this year.$22.4$6.71$15.6$16.0$21.1$5.03
2017Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$73.5$68.7$4.71
2015Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$53.4$50.9$2.51
2014Detailed filing. Detailed filing data is available for this year.$28.1$0.00$28.1$72.6$66.2$6.36
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.8$0.00$21.8$76.1$67.7$8.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$0.00$13.4$60.6$67.1$6.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.1$0.00$20.1$62.8$91.8$29.0