Civic Intelligence

St. Joseph Endownment Fund

990 • Fiscal year 2018 • EIN 31-1569292

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization ProfileWWW.STJOSEPHSEA.ORG

Refreshing map…

700 18th Ave ESeattle, WA 98112-3928

(206) 329-3260

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

10th percentile

-10%

Faster asset growth than 10% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-48%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$9,096,203

Down $1,039,599 (-10%) from 2017

Net Assets

Down

$9,096,203

Down $1,039,599 (-10%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin83rd percentile

Revenue

Down

$654,694

Down $610,908 (-48%) from 2017

Expenses

Up

$462,465

Up $51,026 (+12%) from 2017

Net Income

Down

$192,229

Down $661,934 (-77%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

2018

Assets$9,096,203
Liabilities$0
Net Assets$9,096,203
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

2018

Revenue$654,694
Expenses$462,465
Net Income$192,229
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$2,736,788
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 st. Joseph endowment fund (the fund) 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$10,120,351$9,078,609▼ $1,041,742
Cash and Non-Interest-Bearing Accounts$15,451$17,594▲ $2,143
Total Assets$10,135,802$9,096,203▼ $1,039,599
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$10,135,802$9,096,203▼ $1,039,599
Total Net Assets Fund Balance$10,135,802$9,096,203▼ $1,039,599
Total Liabilities and Net Assets / Fund Balance$10,135,802$9,096,203▼ $1,039,599

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$10,135,802$134,132▼ $719,289-$9,096,203
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
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Michael MullallyPresident
Dino ChristofilisBoard Member
Gino PerrinaBoard Member
Laura KellyBoard Member
Ray DearieBoard Member
Patrick FennessySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$134,132
Program Service Revenue
$0
Investment Income
$529,715
Other Revenue
$-9,153
All Other Contributions
$114,062
Change in Net Assets
$192,229
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$404,519
Other Expenses$57,946
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$404,519--$404,519
Fees for Service Investment Mgmnt Fees$41,740--$41,740
Other Expenses$8,022--$8,022
Fees for Services Accounting$4,094$1,754-$5,848
Insurance$2,270--$2,270
Fees for Services Legal$66--$66
Total Functional Expenses$460,711$1,754$0$462,465
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Joseph SchoolSeattle, WA501(c)(3)Operational Support$404,519
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,386
Fundraising Gross Income$2,100
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$22,170$2,100$3,991$-1,891
Total Events$22,170$2,100$11,386$-9,286
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The final draft of the form 990 is provided to all members of the board of trustees for their review prior to filing.”

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
2063293260
Address
700 18TH AVE E, SEATTLE, WA 98112-3928

Signing Officer

Name
Patrick Fennessy
Title
Secretary
Phone
2063293260
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Mullally
Formed
1979
Legal Domicile
Wa
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
14

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:

“The endowment funds provide an annual grant to st. Joseph school to support financial aid, teacher-enrichment and various special academic programs.”

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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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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt085482
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07429823
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0534386
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08329990
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0309080
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0760343
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt046158
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07055521
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0847279
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07429823
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0295672
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-131147
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt014736
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07096534
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt083699
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07055521
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0281523
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0171547
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS PROVIDE AN ANNUAL GRANT TO ST. JOSEPH SCHOOL TO SUPPORT FINANCIAL AID, TEACHER-ENRICHMENT AND VARIOUS SPECIAL ACADEMIC PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020070
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020070
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011386
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04790
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04790
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt022170
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt02100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt02100
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-9286
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03991
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03991
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02605
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02605
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0404519
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONAL SUPPORT
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 FUND RECEIVES INFORMATION FROM ST. JOSEPH SCHOOL ON HOW GRANTS WERE USED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FINAL DRAFT OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING.
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010135802
IRS990/TotalAssetsEOYAmt09096203
IRS990/TotalAssetsGrp/BOYAmt010135802
IRS990/TotalAssetsGrp/EOYAmt09096203
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0134132
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01754
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0460711
IRS990/TotalFunctionalExpensesGrp/TotalAmt0462465
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010135802
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09096203
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0460711
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0520562
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0654694
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt014
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010135802
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09096203
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SEATTLE
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IRS990/USAddress/ZIPCd0981123928
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.STJOSEPHSEA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK FENNESSY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02063293260
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JOSEPH ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0311569292
ReturnHeader/Filer/PhoneNum02063293260
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 18TH AVE E
ReturnHeader/Filer/USAddress/CityNm0SEATTLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd0981123928
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.100.226.178
ReturnHeader/FilingSecurityInformation/IPDt02019-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm018:21:11
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
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW R MATSON

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,096,203
Liabilities
$0
Net assets
$9,096,203
Revenue
$654,694
Expenses
$462,465
Net income
$192,229
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
2018Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$0.65$0.46$0.19
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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