Civic Intelligence

St. Joseph Endownment Fund

990 • Fiscal year 2023 • EIN 31-1569292

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

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.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$11,794,605

Up $1,360,424 (+13%) from 2022

Net Assets

Up

$11,794,605

Up $1,360,424 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin77th percentile

Revenue

Down

$718,092

Down $706,863 (-50%) from 2022

Expenses

Up

$567,799

Up $17,616 (+3.2%) from 2022

Net Income

Down

$150,293

Down $724,479 (-83%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th 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 2023: $11,794,605Liabilities 2023: $0Net Assets 2023: $11,794,6052023Assets 2024: $12,620,530Liabilities 2024: $0Net Assets 2024: $12,620,5302024

Highlighted filing

2023

Assets$11,794,605
Liabilities$0
Net Assets$11,794,605
Open 2023 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 2023: $718,092Expenses 2023: $567,799Net Income 2023: $150,2932023Revenue 2024: $834,608Expenses 2024: $586,986Net Income 2024: $247,6222024

Highlighted filing

2023

Revenue$718,092
Expenses$567,799
Net Income$150,293
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$5,132,356
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.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,433,708$11,793,752▲ $1,360,044
Cash and Non-Interest-Bearing Accounts$473$853▲ $380
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$10,434,181$11,794,605▲ $1,360,424
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,434,181$11,794,605▲ $1,360,424
Net Assets Without Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$10,434,181$11,794,605▲ $1,360,424
Total Liabilities and Net Assets / Fund Balance$10,434,181$11,794,605▲ $1,360,424

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$10,434,181$407,180▲ $1,521,044$78,545$11,794,605
2022$11,588,486$1,031,010▼ $1,635,132$76,250$10,434,181
2021$10,879,850$51,977▲ $1,189,467$80,647$11,588,486
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
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$407,180
Program Service Revenue
$0
Investment Income
$310,730
Other Revenue
$182
All Other Contributions
$407,180
Change in Net Assets
$150,293
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$489,255
Other Expenses$78,544
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$489,255--$489,255
Fees for Service Investment Mgmnt Fees$64,565--$64,565
Other Expenses$9,604--$9,604
Insurance$2,265--$2,265
Fees for Services Accounting$1,855--$1,855
Office Expenses$130--$130
Fees for Services Legal$125--$125
Total Functional Expenses$567,799$0$0$567,799
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Joseph SchoolSeattle, WA501(c)(3)Operational support$489,255
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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 disciplinary 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
In Care Of
% CHRISTOPHER KENT
Phone
2063293260
Address
700 18th Ave E, Seattle, WA 98112-3928

Signing Officer

Name
Patrick Fennessy
Title
Head of School
Phone
2063293260
Signed
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Mullally
Formed
1979
Legal Domicile
Wa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
10

Preparer

Firm
Bdo USA
Address
601 Union Street Suite 2300, Seattle, WA 98101
Preparer
Christopher Ebert
Phone
2063827777
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1:

“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.”

Financial Statement Notes

SCHEDULE D, 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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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0130
IRS990/OfficeExpensesGrp/TotalAmt0130
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES ON INVESTMENTS
IRS990/OtherExpensesGrp/ProgramServicesAmt09604
IRS990/OtherExpensesGrp/TotalAmt09604
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0182
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0182
IRS990/OtherRevenueTotalAmt0182
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Michael Mullally
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01031010
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0473933
IRS990/PYInvestmentIncomeAmt0393750
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt076250
IRS990/PYOtherRevenueAmt0195
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0874772
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0550183
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01424955
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0150293
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0407180
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01031010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051977
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt087715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01595307
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0323944
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0300488
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0212536
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0193798
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0258787
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01289553
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0182
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0195
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt082
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0165
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0232
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0856
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55283
IRS990ScheduleA/PublicSupportPY170Pct00.48335
IRS990ScheduleA/PublicSupportTotal170Amt01595307
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0407180
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01031010
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051977
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt087715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017425
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01595307
IRS990ScheduleA/TotalSupportAmt02885716
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010434181
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0407180
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt011794605
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0489255
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01521044
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt078545
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt011588486
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01031010
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010434181
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0473933
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1635132
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt076250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010879850
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt051977
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt011588486
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0452161
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01189467
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt080647
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010338807
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt087715
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010879850
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0419827
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0932502
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt059347
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt09096203
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt017425
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010338807
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0419827
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01703976
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt058970
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
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/FormAndLineReferenceDesc0SCHEDULE D, PART V, LINE 4:
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0489255
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/FormAndLineReferenceDesc0SCHEDULE I, PART I DESCRIPTION OF PROCEDURE FOR MONITORING USE OF FUNDS:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FINAL DRAFT OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL 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 DISCIPLINARY AND CORRECTIVE ACTION. TRUSTEES COMPLETE THE CERTIFICATION PROCESS ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,794,605
Liabilities
$0
Net assets
$11,794,605
Revenue
$718,092
Expenses
$567,799
Net income
$150,293
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
2023Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.72$0.57$0.15
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
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