Civic Intelligence

St. Joseph Endownment Fund

990 • Fiscal year 2020 • EIN 31-1569292

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

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

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

45th percentile

5.2%

Faster asset growth than 45% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

262%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,879,850

Up $541,043 (+5.2%) from 2019

Net Assets

Up

$10,879,850

Up $541,043 (+5.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin94th percentile

Revenue

Up

$1,338,590

Up $968,710 (+262%) from 2019

Expenses

Up

$480,387

Up $1,590 (+0.3%) from 2019

Net Income

Up

$858,203

Up $967,120 (+888%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2020

Assets$10,879,850
Liabilities$0
Net Assets$10,879,850
Open 2020 Filing

Operations Trend

Revenue Growth97th 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

2020

Revenue$1,338,590
Expenses$480,387
Net Income$858,203
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$8,162,281
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$10,323,168$10,852,848▲ $529,680
Cash and Non-Interest-Bearing Accounts$15,639$27,002▲ $11,363
Total Assets$10,338,807$10,879,850▲ $541,043
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,338,807$10,879,850▲ $541,043
Total Net Assets Fund Balance$10,338,807$10,879,850▲ $541,043
Total Liabilities and Net Assets / Fund Balance$10,338,807$10,879,850▲ $541,043

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$10,338,807$87,715▲ $932,502$59,347$10,879,850
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
Compensation and Service Providers
Top Officer Pay14th 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
$87,715
Program Service Revenue
$0
Investment Income
$1,250,710
Other Revenue
$165
All Other Contributions
$87,715
Change in Net Assets
$858,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$419,827
Other Expenses$60,560
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$46,372--$46,372
Other Expenses$4,467--$4,467
Fees for Services Accounting$3,620--$3,620
Fees for Services Legal$2,371--$2,371
Insurance$2,265--$2,265
Office Expenses$1,465--$1,465
Total Functional Expenses$480,387$0$0$480,387
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
2021-11-11
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.”

Raw XML Appendix390 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 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.
IRS990/AllOtherContributionsAmt087715
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROSALIE FRANKLIN
IRS990/BooksInCareOfDetail/PhoneNum02063293260
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0700 18TH AVE E
IRS990/BooksInCareOfDetail/USAddress/CityNm0SEATTLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098112
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt015639
IRS990/CashNonInterestBearingGrp/EOYAmt027002
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt087715
IRS990/CYGrantsAndSimilarPaidAmt0419827
IRS990/CYInvestmentIncomeAmt01250710
IRS990/CYOtherExpensesAmt060560
IRS990/CYOtherRevenueAmt0165
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0858203
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0480387
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01338590
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/DonorRestrictionNetAssetsGrp/BOYAmt010338807
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt010879850
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0480387
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03620
IRS990/FeesForServicesAccountingGrp/TotalAmt03620
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02371
IRS990/FeesForServicesLegalGrp/TotalAmt02371
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt046372
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt046372
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
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/PersonNm0MICHAEL MULLALLY
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK FENNESSY
IRS990/Form990PartVIISectionAGrp/PersonNm2DINO CHRISTOFILIS
IRS990/Form990PartVIISectionAGrp/PersonNm3RAY DEARIE
IRS990/Form990PartVIISectionAGrp/PersonNm4LAURA KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm5GINO PERRINA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01056912
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0419827
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0419827
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0419827
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07880603
IRS990/GrossReceiptsAmt08162281
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt02265
IRS990/InsuranceGrp/TotalAmt02265
IRS990/InvestmentIncomeGrp/ExclusionAmt0193798
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0193798
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010323168
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010852848
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06823691
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 A RICH FAITH-CENTERED ACADEMIC EXPERIENCE FOR ALL STUDENTS AT ST. JOSEPH SCHOOL FOR YEARS TO COME.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010338807
IRS990/NetAssetsOrFundBalancesEOYAmt010879850
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01056912
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01056912
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-317160
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01465
IRS990/OfficeExpensesGrp/TotalAmt01465
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES ON INVEST
IRS990/OtherExpensesGrp/ProgramServicesAmt04467
IRS990/OtherExpensesGrp/TotalAmt04467
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0165
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0165
IRS990/OtherRevenueTotalAmt0165
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL MULLALLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt017425
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0419827
IRS990/PYInvestmentIncomeAmt0352223
IRS990/PYOtherExpensesAmt058970
IRS990/PYOtherRevenueAmt0232
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-108917
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0478797
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0369880
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0858203
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt087715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt017425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0134132
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0804272
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0512624
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01556168
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0193798
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0258787
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0241286
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0227011
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0192855
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01113737
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0165
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0232
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0133
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt044
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0574
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.56530
IRS990ScheduleA/PublicSupportPY170Pct00.67240
IRS990ScheduleA/PublicSupportTotal170Amt01509578
IRS990ScheduleA/SubstantialContributorsTotAmt046590
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt087715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0134132
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0804272
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0512624
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01556168
IRS990ScheduleA/TotalSupportAmt02670479
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010338807
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt087715
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010879850
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0419827
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0932502
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt059347
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt09096203
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt017425
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010338807
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0419827
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01703976
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt058970
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt049923
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010135802
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0134132
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt09096203
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0404519
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-719289
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt069591
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08329990
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0819547
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010135802
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0341848
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01397704
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt085482
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07429823
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0534386
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08329990
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0309080
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0760343
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/TermEndowmentBalanceEOYPct00.00000
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/TotalAssetsBOYAmt010338807
IRS990/TotalAssetsEOYAmt010879850
IRS990/TotalAssetsGrp/BOYAmt010338807
IRS990/TotalAssetsGrp/EOYAmt010879850
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt087715
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0480387
IRS990/TotalFunctionalExpensesGrp/TotalAmt0480387
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010338807
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010879850
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0480387
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01250875
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01338590
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010338807
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010879850
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK FENNESSY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02063293260
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
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/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/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW R MATSON
ReturnHeader/ReturnTs02021-11-12T15:09:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FENNESSY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,879,850
Liabilities
$0
Net assets
$10,879,850
Revenue
$1,338,590
Expenses
$480,387
Net income
$858,203
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
2020Detailed filing. Detailed filing data is available for this year.$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
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