Civic Intelligence

St. Joseph Endownment Fund

990 • Fiscal year 2017 • EIN 31-1569292

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Refreshing map…

700 18th Ave ESeattle, WA 98112-3928

(206) 777-3459

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

85th percentile

22%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

74%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$10,135,802

Up $1,805,812 (+22%) from 2016

Net Assets

Up

$10,135,802

Up $1,805,812 (+22%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$1,265,602

Up $538,135 (+74%) from 2016

Expenses

Up

$411,439

Up $39,647 (+11%) from 2016

Net Income

Up

$854,163

Up $498,488 (+140%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $5,648,164Liabilities 2010: $0Net Assets 2010: $5,648,1642010Assets 2011: $5,499,493Liabilities 2011: $0Net Assets 2011: $5,499,4932011Assets 2012: $6,519,868Liabilities 2012: $0Net Assets 2012: $6,519,8682012Assets 2013: $7,096,534Liabilities 2013: $0Net Assets 2013: $7,096,5342013Assets 2014: $7,055,521Liabilities 2014: $0Net Assets 2014: $7,055,5212014Assets 2015: $7,429,823Liabilities 2015: $0Net Assets 2015: $7,429,8232015Assets 2016: $8,329,990Liabilities 2016: $0Net Assets 2016: $8,329,9902016Assets 2017: $10,135,802Liabilities 2017: $0Net Assets 2017: $10,135,8022017Assets 2018: $9,096,203Liabilities 2018: $0Net Assets 2018: $9,096,2032018Assets 2019: $10,338,807Liabilities 2019: $0Net Assets 2019: $10,338,8072019Assets 2020: $10,879,850Liabilities 2020: $0Net Assets 2020: $10,879,8502020Assets 2021: $11,588,486Liabilities 2021: $0Net Assets 2021: $11,588,4862021Assets 2022: $10,434,181Liabilities 2022: $0Net Assets 2022: $10,434,1812022Assets 2024: $12,620,530Liabilities 2024: $0Net Assets 2024: $12,620,5302024

Highlighted filing

2017

Assets$10,135,802
Liabilities$0
Net Assets$10,135,802

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $198,2522010Expenses 2011: $272,9762011Expenses 2012: $272,6502012Revenue 2013: $429,570Expenses 2013: $308,416Net Income 2013: $121,1542013Revenue 2014: $518,723Expenses 2014: $329,607Net Income 2014: $189,1162014Revenue 2015: $1,252,406Expenses 2015: $412,611Net Income 2015: $839,7952015Revenue 2016: $727,467Expenses 2016: $371,792Net Income 2016: $355,6752016Revenue 2017: $1,265,602Expenses 2017: $411,439Net Income 2017: $854,1632017Revenue 2018: $654,694Expenses 2018: $462,465Net Income 2018: $192,2292018Revenue 2019: $369,880Expenses 2019: $478,797Net Income 2019: -$108,9172019Revenue 2020: $1,338,590Expenses 2020: $480,387Net Income 2020: $858,2032020Revenue 2021: $898,398Expenses 2021: $532,808Net Income 2021: $365,5902021Revenue 2022: $1,424,955Expenses 2022: $550,183Net Income 2022: $874,7722022Revenue 2024: $834,608Expenses 2024: $586,986Net Income 2024: $247,6222024

Highlighted filing

2017

Revenue$1,265,602
Expenses$411,439
Net Income$854,163
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$2,409,303
Mission and Program Overview

Mission

The purpose of the endowment is to strengthen and sustain a rich faith-centered academic experience for all students at st. Joseph school for years to come.

The purpose of the endowment is to strengthen and sustain, for years to come, a rich faith-centered academic experience for all students at st. Joseph school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,296,470$10,120,351▲ $1,823,881
Cash and Non-Interest-Bearing Accounts$33,520$15,451▼ $18,069
Total Assets$8,329,990$10,135,802▲ $1,805,812
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$8,329,990$10,135,802▲ $1,805,812
Total Net Assets Fund Balance$8,329,990$10,135,802▲ $1,805,812
Total Liabilities and Net Assets / Fund Balance$8,329,990$10,135,802▲ $1,805,812

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$8,329,990$819,547▲ $1,397,704-$10,135,802
2016$7,429,823$534,386▲ $760,343-$8,329,990
2015$7,055,521$847,279▼ $131,147-$7,429,823
2014$7,096,534$83,699▲ $171,547-$7,055,521
2013$6,519,868$98,329▲ $754,061-$7,096,534
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dino ChristofilisBoard Member
Ray DearieBoard Member
Gino PerrinaEx-officio
Laura KellyEx-officio
Patrick FennessyEx-officio
Michael MullallySecretary
Dennis WestTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$804,272
Program Service Revenue
$0
Investment Income
$465,542
Other Revenue
$-4,212
All Other Contributions
$789,155
Change in Net Assets
$854,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$341,848
Other Expenses$69,591
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$341,848--$341,848
Fees for Service Investment Mgmnt Fees$39,413--$39,413
Fees for Services Other$8,440$3,909-$12,349
Fees for Services Legal$9,071--$9,071
Other Expenses$6,488--$6,488
Insurance$2,270--$2,270
Total Functional Expenses$407,530$3,909$0$411,439
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Joseph SchoolSeattle, WA501(c)(3)Annual Grant Distribution$341,848
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$20,483
Fundraising Gross Income$16,227
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament & Auction$31,344$16,227$13,172$3,055
Total Events$31,344$16,227$20,483$-4,256
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
Backup withholding compliance
Yes
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, Section B, Line 11B

The 990 will be reviewed by the president, past president, treasurer, and secretary, prior to submission. Final version will be provided to the entire board.

Form 990, Part VI, Section C, Line 19

Upon request for those documents that are completed.

Filing and Contact Details

Filer

Filer Name
St Joseph Endowment Fund
EIN
31-1569292
Phone
2067773459
Address
700 18TH AVE E, SEATTLE, WA 98112-3928

Signing Officer

Name
Dennis West
Title
Treasurer
Phone
2067773459
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis West
Formed
1979
Legal Domicile
Wa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
5

Preparer

Firm
PETERSON SULLIVAN LLP CPA'S
Address
601 UNION ST STE 2300, SEATTLE, WA 98101-2345
Preparer
Matthew R Matson
Phone
2063827777
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

To provide annual financial assistance to st. Joseph school. The annual gift is a product of the investment income generated by the principal of the endowment.

Raw XML AppendixShowing 400 of 407 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PURPOSE OF THE ENDOWMENT IS TO STRENGTHEN AND SUSTAIN, FOR YEARS TO COME, A RICH FAITH-CENTERED ACADEMIC EXPERIENCE FOR ALL STUDENTS AT ST. JOSEPH SCHOOL.
IRS990/AllOtherContributionsAmt0789155
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NICOLE DOWDING
IRS990/BooksInCareOfDetail/PhoneNum02067773459
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 18TH AVE E
IRS990/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098112
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt033520
IRS990/CashNonInterestBearingGrp/EOYAmt015451
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt015117
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0804272
IRS990/CYGrantsAndSimilarPaidAmt0341848
IRS990/CYInvestmentIncomeAmt0465542
IRS990/CYOtherExpensesAmt069591
IRS990/CYOtherRevenueAmt0-4212
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0854163
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0411439
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01265602
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ENDOWMENT FUND PROVIDES ANNUAL FINANCIAL ASSISTANCE TO THE ST. JOSEPH SCHOOL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0407530
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt09071
IRS990/FeesForServicesLegalGrp/TotalAmt09071
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03909
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt08440
IRS990/FeesForServicesOtherGrp/TotalAmt012349
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt039413
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt039413
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0DENNIS WEST
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL MULLALLY
IRS990/Form990PartVIISectionAGrp/PersonNm2DINO CHRISTOFILIS
IRS990/Form990PartVIISectionAGrp/PersonNm3RAY DEARIE
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICK FENNESSY
IRS990/Form990PartVIISectionAGrp/PersonNm5LAURA KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm6GINO PERRINA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt5EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt6EX-OFFICIO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt015117
IRS990/FundraisingDirectExpensesAmt020483
IRS990/FundraisingGrossIncomeAmt016227
IRS990/GainOrLossGrp/SecuritiesAmt0238531
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0341848
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0341848
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0341848
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01361749
IRS990/GrossReceiptsAmt02409303
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt02270
IRS990/InsuranceGrp/TotalAmt02270
IRS990/InvestmentIncomeGrp/ExclusionAmt0227011
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0227011
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08296470
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010120351
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01123218
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PURPOSE OF THE ENDOWMENT IS TO STRENGTHEN AND SUSTAIN, FOR YEARS TO COME, A RICH FAITH-CENTERED ACADEMIC EXPERIENCE FOR ALL STUDENTS AT ST. JOSEPH SCHOOL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08329990
IRS990/NetAssetsOrFundBalancesEOYAmt010135802
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0238531
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0238531
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-4256
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-4256
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0951649
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES ON INVEST
IRS990/OtherExpensesGrp/ProgramServicesAmt06488
IRS990/OtherExpensesGrp/TotalAmt06488
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt044
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt044
IRS990/OtherRevenueTotalAmt044
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt08329990
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010135802
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DENNIS WEST
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0512624
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0309080
IRS990/PYInvestmentIncomeAmt0220740
IRS990/PYOtherExpensesAmt062712
IRS990/PYOtherRevenueAmt0-5897
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0355675
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0371792
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0727467
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0854163
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0804272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0512624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0855995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt096296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0107023
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02376210
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0227011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0192855
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0165063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0164209
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0143183
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0892321
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt044
IRS990ScheduleA/OtherIncome170Grp/TotalAmt044
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71640
IRS990ScheduleA/PublicSupportPY170Pct00.71990
IRS990ScheduleA/PublicSupportTotal170Amt02341582
IRS990ScheduleA/SubstantialContributorsTotAmt034628
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0804272
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0512624
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0855995
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt096296
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0107023
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02376210
IRS990ScheduleA/TotalSupportAmt03268575
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt069591
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08329990
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0819547
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010135802
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0341848
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01397704
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt085482
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07429823
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0534386
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08329990
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0309080
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0760343
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt046158
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07055521
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0847279
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07429823
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0295672
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-131147
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt014736
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07096534
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt083699
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07055521
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0281523
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0171547
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt015868
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06519868
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt098329
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07096534
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0259856
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0754061
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE ANNUAL FINANCIAL ASSISTANCE TO ST. JOSEPH SCHOOL. THE ANNUAL GIFT IS A PRODUCT OF THE INVESTMENT INCOME GENERATED BY THE PRINCIPAL OF THE ENDOWMENT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0900
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0900
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015117
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015117
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020483
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0153
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0153
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT & AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01610
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016227
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4256
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0546
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0546
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013172
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013172
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04102
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04102
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0341848
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ANNUAL GRANT DISTRIBUTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST JOSEPH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0911109787
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0700 18TH AVE E
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SEATTLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098112
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL PROVIDES THE ENDOWMENT WITH CATEGORIES OF WHERE THE MONEY IS BEING SPENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 WILL BE REVIEWED BY THE PRESIDENT, PAST PRESIDENT, TREASURER, AND SECRETARY, PRIOR TO SUBMISSION. FINAL VERSION WILL BE PROVIDED TO THE ENTIRE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST FOR THOSE DOCUMENTS THAT ARE COMPLETED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt08329990
IRS990/TotalAssetsEOYAmt010135802
IRS990/TotalAssetsGrp/BOYAmt08329990
IRS990/TotalAssetsGrp/EOYAmt010135802
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0804272
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03909
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0407530
IRS990/TotalFunctionalExpensesGrp/TotalAmt0411439
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08329990
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010135802
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0407530
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0461330
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01265602
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08329990
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010135802
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0700 18TH AVE E
IRS990/USAddress/CityNm0SEATTLE
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd0981123928
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.STJOSEPHSEA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS WEST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02067773459
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JOSEPH ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0311569292
ReturnHeader/Filer/PhoneNum02067773459
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 18TH AVE E
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0981123928
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId061A2ECF5DC025A12A3D384452C401F2D3D1037E1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.100.226.178
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm015:13:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910605875
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERSON SULLIVAN LLP CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 UNION ST STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0981012345
ReturnHeader/PreparerPersonGrp/PhoneNum02063827777

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$0.00$12.6$0.83$0.59$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.00$10.4$1.42$0.55$0.87
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$0.90$0.53$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.00$10.9$1.34$0.48$0.86
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.00$10.3$0.37$0.48$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.10$0.00$9.10$0.65$0.46$0.19
2017Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$1.27$0.41$0.85
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.33$0.00$8.33$0.73$0.37$0.36
2015Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$1.25$0.41$0.84
2014Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.52$0.33$0.19
2013Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.43$0.31$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.52$0.00$6.52$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.50$0.00$5.50$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.65$0.00$5.65$0.20
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $10M-$25M nonprofits