Civic Intelligence

St. Joseph Endownment Fund

990 • Fiscal year 2019 • EIN 31-1569292

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

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

4th percentile

0.00x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

8th percentile

-29%

Higher net margin than 8% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-44%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$10,338,807

Up $1,242,604 (+14%) from 2018

Net Assets

Up

$10,338,807

Up $1,242,604 (+14%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin8th percentile

Revenue

Down

$369,880

Down $284,814 (-44%) from 2018

Expenses

Up

$478,797

Up $16,332 (+3.5%) from 2018

Net Income

Down

-$108,917

Down $301,146 (-157%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2019

Assets$10,338,807
Liabilities$0
Net Assets$10,338,807
Open 2019 Filing

Operations Trend

Revenue Growth6th 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

2019

Revenue$369,880
Expenses$478,797
Net Income-$108,917
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.1
Gross Receipts
$2,515,660
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$9,078,609$10,323,168▲ $1,244,559
Cash and Non-Interest-Bearing Accounts$17,594$15,639▼ $1,955
Total Assets$9,096,203$10,338,807▲ $1,242,604
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,096,203$10,338,807▲ $1,242,604
Total Net Assets Fund Balance$9,096,203$10,338,807▲ $1,242,604
Total Liabilities and Net Assets / Fund Balance$9,096,203$10,338,807▲ $1,242,604

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$9,096,203$17,425▲ $1,703,976$58,970$10,338,807
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
Compensation and Service Providers
Top Officer Pay13th 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
$17,425
Program Service Revenue
$0
Investment Income
$352,223
Other Revenue
$232
All Other Contributions
$17,425
Change in Net Assets
$-108,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$419,827
Other Expenses$58,970
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$419,827--$419,827
Fees for Service Investment Mgmnt Fees$49,206--$49,206
Insurance$2,265--$2,265
Other Expenses$277--$277
Total Functional Expenses$478,797$0$0$478,797
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Joseph SchoolSeattle, WA501(c)(3)Operational Support$419,827
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
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
Yes
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 B, Line 12C

“All members of the board of trustees receive a copy of the conflict of interest policy. Trustees acknowledge that they have received, read, understood and agreed to comply with this policy. They also declare whether or not they have any conflicts or potential conflicts to disclose in the conflict of interest policy certification. A trustee who has been determined to have failed to disclose an actual or possible conflict of interest shall be subject to the appropriate disciliplinary and corrective action. Trustees complete the certification process on an annual basis.”

Form 990, Part VI, Section C, Line 19

“These documents are not made available to the public.”

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
2020-11-06
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
10

Preparer

Firm
Bdo USA Llp
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/EndYearBalanceAmt010135802
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0341848
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01397704
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt085482
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07429823
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0534386
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08329990
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0309080
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0760343
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt046158
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07055521
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0847279
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07429823
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0295672
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-131147
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
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0419827
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:
IRS990ScheduleI/Total501c3OrgCnt01
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/ExplanationTxt1ALL MEMBERS OF THE BOARD OF TRUSTEES RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY. TRUSTEES ACKNOWLEDGE THAT THEY HAVE RECEIVED, READ, UNDERSTOOD AND AGREED TO COMPLY WITH THIS POLICY. THEY ALSO DECLARE WHETHER OR NOT THEY HAVE ANY CONFLICTS OR POTENTIAL CONFLICTS TO DISCLOSE IN THE CONFLICT OF INTEREST POLICY CERTIFICATION. A TRUSTEE WHO HAS BEEN DETERMINED TO HAVE FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST SHALL BE SUBJECT TO THE APPROPRIATE DISCILIPLINARY AND CORRECTIVE ACTION. TRUSTEES COMPLETE THE CERTIFICATION PROCESS ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09096203
IRS990/TotalAssetsEOYAmt010338807
IRS990/TotalAssetsGrp/BOYAmt09096203
IRS990/TotalAssetsGrp/EOYAmt010338807
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt017425
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0478797
IRS990/TotalFunctionalExpensesGrp/TotalAmt0478797
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09096203
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010338807
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0478797
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0352455
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0369880
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09096203
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010338807
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/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.STJOSEPHSEA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK FENNESSY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02063293260
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
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
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08806A3DB8D75E69CC7998BBD071AF0157C0288D1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.170.127.184
ReturnHeader/FilingSecurityInformation/IPDt02020-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm014:09:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135381590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA LLP
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/PreparationDt02020-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW R MATSON
ReturnHeader/ReturnTs02020-11-16T17:12:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,338,807
Liabilities
$0
Net assets
$10,338,807
Revenue
$369,880
Expenses
$478,797
Net income
-$108,917
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
2019Detailed filing. Detailed filing data is available for this year.$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
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