Civic Intelligence

St Joseph Academy Inc

990 • Fiscal year 2018 • EIN 39-0806262

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 16, 2019

Organization ProfileWWW.SJAMILWAUKEE.ORG
1600 West Oklahoma AvenueMilwaukee, WI 53215

(414) 645-5337

Siviq Scores

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

Liabilities / Assets

75th percentile

0.48x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.62x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

25th percentile

-4.5%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

16th percentile

-6.6%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

35th percentile

-0.9%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$7,227,761

Down $510,666 (-6.6%) from 2017

Net Assets

Down

$3,780,210

Down $250,615 (-6.2%) from 2017

Liabilities

Down

$3,447,551

Down $260,051 (-7.0%) from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin25th percentile

Revenue

Down

$5,559,397

Down $50,279 (-0.9%) from 2017

Expenses

Up

$5,810,012

Up $222,040 (+4.0%) from 2017

Net Income

Down

-$250,615

Down $272,319 (-1255%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,555,621Liabilities 2011: $297,082Net Assets 2011: $3,258,5392011Assets 2012: $3,427,481Liabilities 2012: $223,907Net Assets 2012: $3,203,5742012Assets 2013: $3,659,699Liabilities 2013: $285,354Net Assets 2013: $3,374,3452013Assets 2014: $3,834,096Liabilities 2014: $359,035Net Assets 2014: $3,475,0612014Assets 2015: $7,655,490Liabilities 2015: $3,813,893Net Assets 2015: $3,841,5972015Assets 2016: $7,944,299Liabilities 2016: $3,935,177Net Assets 2016: $4,009,1222016Assets 2017: $7,738,427Liabilities 2017: $3,707,602Net Assets 2017: $4,030,8252017Assets 2018: $7,227,761Liabilities 2018: $3,447,551Net Assets 2018: $3,780,2102018Assets 2019: $7,084,893Liabilities 2019: $3,271,062Net Assets 2019: $3,813,8312019Assets 2020: $7,481,255Liabilities 2020: $3,274,711Net Assets 2020: $4,206,5442020Assets 2021: $7,033,951Liabilities 2021: $3,017,962Net Assets 2021: $4,015,9892021Assets 2022: $7,083,434Liabilities 2022: $2,960,758Net Assets 2022: $4,122,6762022Assets 2023: $6,669,506Liabilities 2023: $2,937,375Net Assets 2023: $3,732,1312023Assets 2025: $6,746,680Liabilities 2025: $2,980,223Net Assets 2025: $3,766,4572025

Highlighted filing

2018

Assets$7,227,761
Liabilities$3,447,551
Net Assets$3,780,210
Open 2018 Filing

Operations Trend

Revenue Growth35th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,697,325Expenses 2011: $3,240,291Net Income 2011: -$542,9662011Revenue 2012: $2,889,302Expenses 2012: $3,472,721Net Income 2012: -$583,4192012Revenue 2013: $3,894,226Expenses 2013: $3,723,455Net Income 2013: $170,7712013Revenue 2014: $4,292,410Expenses 2014: $4,191,694Net Income 2014: $100,7162014Revenue 2015: $5,032,334Expenses 2015: $4,665,798Net Income 2015: $366,5362015Revenue 2016: $5,561,421Expenses 2016: $5,393,896Net Income 2016: $167,5252016Revenue 2017: $5,609,676Expenses 2017: $5,587,972Net Income 2017: $21,7042017Revenue 2018: $5,559,397Expenses 2018: $5,810,012Net Income 2018: -$250,6152018Revenue 2019: $5,579,508Expenses 2019: $5,545,887Net Income 2019: $33,6212019Revenue 2020: $6,107,777Expenses 2020: $5,715,064Net Income 2020: $392,7132020Revenue 2021: $5,552,163Expenses 2021: $5,742,718Net Income 2021: -$190,5552021Revenue 2022: $6,157,567Expenses 2022: $6,050,880Net Income 2022: $106,6872022Revenue 2023: $5,486,221Expenses 2023: $5,876,766Net Income 2023: -$390,5452023Revenue 2025: $6,723,750Expenses 2025: $6,928,593Net Income 2025: -$204,8432025

Highlighted filing

2018

Revenue$5,559,397
Expenses$5,810,012
Net Income-$250,615
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 16, 2019
Return Version
2017v2.3
Gross Receipts
$5,596,690
Mission and Program Overview

Mission

St. Joseph academy is a catholic-based educational organization sponsored by the felician sisters. Our mission is to educate children to be successful life-long learners and problem solvers.(see schedule o for continuation.)

The ministry is composed of two educational programs - early childhood and elementary education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,544,913$6,491,971▼ $52,942
Cash and Non-Interest-Bearing Accounts$955,523$600,065▼ $355,458
Accounts Receivable$149,002$65,270▼ $83,732
Prepaid Expenses and Deferred Charges$38,997$50,963▲ $11,966
Pledges and Grants Receivable$49,992$19,492▼ $30,500
Total Assets$7,738,427$7,227,761▼ $510,666
Liabilities
Unsecured Notes Loans Payable$3,273,884$3,071,826▼ $202,058
Accounts Payable and Accrued Expenses$433,718$375,725▼ $57,993
Total Liabilities$3,707,602$3,447,551▼ $260,051
Net Assets / Fund Balance
Unrestricted Net Assets$3,956,969$3,752,291▼ $204,678
Temporarily Rstr Net Assets$73,856$27,919▼ $45,937
Total Net Assets Fund Balance$4,030,825$3,780,210▼ $250,615
Total Liabilities and Net Assets / Fund Balance$7,738,427$7,227,761▼ $510,666

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,825,053$4,175,590$10,000,643
Equipment$366,918$650,604$1,017,522
Land$300,000-$300,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dave RoettegenTreasurer/secretaryFT$58,036$2,321$60,357
Tabia JonesPresident/CEO/directorFT$38,390-$38,390
Lyn HildenbrandPresident/CEO/directorFT$35,153$1,270$36,423

Board Members and Trustees

NameTitle
Thomas KielyChairman/director
Bridget RobinsonDirector
David BrustDirector
Edward Todd BeadleDirector
James LubawskiDirector
Katrice CottonDirector
Leslie HertzDirector
Mary BinderDirector
Michael RiveraDirector
Norman McgeeDirector
Schnell Price LambertDirector
Sr Elaine Marie FrigoDirector
Sr Therese SzczepczynkskiDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Better Choice Services INCCleaning Services3521 W WOODWARD DRIVE, Franklin, WI 53132$114,575
Revenue and Support

Revenue Composition

Contributions and Grants
$239,823
Program Service Revenue
$5,339,716
Investment Income
$0
Other Revenue
$-20,142
All Other Contributions
$121,748
Change in Net Assets
$-250,615

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,559,397
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$37,293
Total Revenue per Audited Statements
$5,596,690
Total Revenue per Form 990
$5,559,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,982,128
Other Expenses$1,827,884
Total Fundraising Expense$101,583
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$2,824,848$28,599$60,121$2,913,568
Other Employee Benefits$579,809$19,523$15,752$615,084
Depreciation Depletion$468,896$24,836$1,211$494,943
Occupancy$339,706$14,219$691$354,616
Payroll Taxes$226,639$5,700$4,599$236,938
Current Officers, Directors, Trustees, and Key Employees$137,751$45,916-$183,667
Interest$79,506$16,982-$96,488
Office Expenses$69,745$11,028$5,011$85,784
Fees for Services Accounting-$59,350-$59,350
All Other Expenses$32,955$11,524$646$45,125
Pension Plan Contributions$28,825$2,239$1,807$32,871
Other Expenses$22,978$1,376$2,561$26,915
Information Technology$18,505$949$5,920$25,374
Insurance$18,091$601$29$18,721
Conferences and Meetings$12,890$1,135$2,039$16,064
Advertising$13,985--$13,985
Travel$1,971$189$347$2,507
Fees for Services Legal$909$23$18$950
Total Functional Expenses$5,457,901$250,528$101,583$5,810,012

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,847,305
Expenses per Audited Statements$5,810,012
Total Expenses per Form 990$5,810,012
Expenses Not Reported on Form 990$37,293
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$37,293
Fundraising Gross Income$17,151
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$71,916$17,151-$17,151
Total Events$71,916$17,151$37,293$-20,142
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
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has a corporate member.”

Form 990, Part VI, Section A, Line 7A

“The corporate member (felician services, inc.) holds reserved powers in electing members of the governing body.”

Form 990, Part VI, Section A, Line 7B

“The corporate member (felician services, inc.) holds reserved powers regarding specified decisions of the governing body.”

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

“Prior to filing, form 990 was distributed via email to each director for review and comment.”

Form 990, Part VI, Section B, Line 12C

“Officers, directors or trustees and key employees must provide written disclosure regarding interests that could give rise to conflict during the annual board meeting.”

Form 990, Part VI, Section B, Line 15

“The corporate member (felician services, inc.) obtained comparability data in determining compensation of the ceo and top management officials.”

Form 990, Part VI, Section C, Line 19

“The organization's 990 is available upon written notice to the contact listed in part vi, secion c, line 20. Please allow twenty-four hours, from the time the request is received, for the copy to be ready for pick-up at the organization's front desk.”

Filing and Contact Details

Filer

Filer Name
St Joseph Academy Inc
EIN
39-0806262
Phone
4146455337
Address
1600 WEST OKLAHOMA AVENUE, MILWAUKEE, WI 53215

Signing Officer

Name
Tabia Jones
Title
President/CEO
Phone
4146455337
Signed
2019-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tabia Jones
Formed
1921
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
9
Employees
118
Volunteers
136

Preparer

Firm
Kerber Eck & Braeckel Llp
Address
125 SOUTH 84TH STREET SUITE 100, MILWAUKEE, WI 53214-1498
Preparer
Christian a Slaats
Phone
4144561099
Supplemental Narrative

Additional Explanations

FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS, LINE 1:

“We are guided by the felician core values for ministry of: respect for human dignity, compassion, justice and peace, transformation, and solidarity with the poor. We partner with families and community to fulfill this mission.”

Financial Statement Notes

PART X, LINE 2:

“St. Joseph academy, inc. Is a not for profit organization under section 501(c)(3) of the internal revenue code and is exempt from income taxes on related income under section 501(a) of the code. The academy follows the accounting standards for uncertainty in income taxes. These standards require entities to disclose in their financial statements the nature of any uncertainties in their tax position. Areas that the internal revenue service and state tax authorities consider when examining tax and information returns of a tax-exempt entity include, but are not limited to, tax-exempt status and the existence and amount of unrelated business income. The academy does not believe that it has any uncertain tax positions with respect to these or other matters, and has not recorded any unrecognized tax benefits or liability for penalties or interest.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special event contra revenue -- $37,293”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event expense -- $37,293”

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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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1338390
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1458036
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1535153
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2161399
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1424873
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIRMAN/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT/CEO/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT/CEO/DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01921
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt054765
IRS990/FundraisingDirectExpensesAmt037293
IRS990/FundraisingGrossIncomeAmt017151
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05596690
IRS990/GroupExemptionNum00928
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05920
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0949
IRS990/InformationTechnologyGrp/ProgramServicesAmt018505
IRS990/InformationTechnologyGrp/TotalAmt025374
IRS990/InsuranceGrp/FundraisingAmt029
IRS990/InsuranceGrp/ManagementAndGeneralAmt0601
IRS990/InsuranceGrp/ProgramServicesAmt018091
IRS990/InsuranceGrp/TotalAmt018721
IRS990/InterestGrp/ManagementAndGeneralAmt016982
IRS990/InterestGrp/ProgramServicesAmt079506
IRS990/InterestGrp/TotalAmt096488
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt025
IRS990/IRPDocumentW2GCnt025
IRS990/LandBldgEquipAccumDeprecAmt04826194
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06544913
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06491971
IRS990/LandBldgEquipCostOrOtherBssAmt011318165
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ST. JOSEPH ACADEMY IS A CATHOLIC-BASED EDUCATIONAL ORGANIZATION SPONSORED BY THE FELICIAN SISTERS. OUR MISSION IS TO EDUCATE CHILDREN TO BE SUCCESSFUL LIFE-LONG LEARNERS AND PROBLEM SOLVERS.(SEE SCHEDULE O FOR CONTINUATION)
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04030825
IRS990/NetAssetsOrFundBalancesEOYAmt03780210
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-20142
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-20142
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0691
IRS990/OccupancyGrp/ManagementAndGeneralAmt014219
IRS990/OccupancyGrp/ProgramServicesAmt0339706
IRS990/OccupancyGrp/TotalAmt0354616
IRS990/OfficeExpensesGrp/FundraisingAmt05011
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011028
IRS990/OfficeExpensesGrp/ProgramServicesAmt069745
IRS990/OfficeExpensesGrp/TotalAmt085784
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt015752
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019523
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0579809
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0615084
IRS990/OtherExpensesGrp/Desc0CHILD PROGRAM SERVICES
IRS990/OtherExpensesGrp/Desc1FOOD SERVICE
IRS990/OtherExpensesGrp/Desc2BAD DEBTS
IRS990/OtherExpensesGrp/Desc3OTHER PURCHASED SERVICE
IRS990/OtherExpensesGrp/FundraisingAmt0831
IRS990/OtherExpensesGrp/FundraisingAmt12561
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06339
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11376
IRS990/OtherExpensesGrp/ProgramServicesAmt0369290
IRS990/OtherExpensesGrp/ProgramServicesAmt1164764
IRS990/OtherExpensesGrp/ProgramServicesAmt245838
IRS990/OtherExpensesGrp/ProgramServicesAmt322978
IRS990/OtherExpensesGrp/TotalAmt0376460
IRS990/OtherExpensesGrp/TotalAmt1164764
IRS990/OtherExpensesGrp/TotalAmt245838
IRS990/OtherExpensesGrp/TotalAmt326915
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04599
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05700
IRS990/PayrollTaxesGrp/ProgramServicesAmt0226639
IRS990/PayrollTaxesGrp/TotalAmt0236938
IRS990/PensionPlanContributionsGrp/FundraisingAmt01807
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02239
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt028825
IRS990/PensionPlanContributionsGrp/TotalAmt032871
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt049992
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt019492
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038997
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt050963
IRS990/PrincipalOfficerNm0TABIA JONES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1624410
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1CHILD DEVELOPMENT REVE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03596561
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11743155
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03596561
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11743155
IRS990/ProgSrvcAccomActy2Grp/Desc0OPERATING A SCHOOL AS PART OF PARENTAL SCHOOL CHOICE PROGRAMS (PSCP) AUTHORIZED UNDER THE WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTION. CURRENTLY, NINETY-NINE (99) PERCENT OF THE SCHOOL CHILDREN RECEIVE PSCP PAYMENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03476559
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03596561
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0215582
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02964
IRS990/PYOtherExpensesAmt01747967
IRS990/PYOtherRevenueAmt0-29641
IRS990/PYProgramServiceRevenueAmt05420771
IRS990/PYRevenuesLessExpensesAmt021704
IRS990/PYSalariesCompEmpBnftPaidAmt03840005
IRS990/PYTotalExpensesAmt05587972
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05609676
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-250615
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01743155
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt05825053
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04175590
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010000643
IRS990ScheduleD/EquipmentGrp/BookValueAmt0366918
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0650604
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01017522
IRS990ScheduleD/ExpensesNotReportedAmt037293
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05810012
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0300000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0300000
IRS990ScheduleD/OtherExpensesIncludedAmt037293
IRS990ScheduleD/OtherRevenueAmt037293
IRS990ScheduleD/RevenueNotReportedAmt037293
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05559397
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ST. JOSEPH ACADEMY, INC. IS A NOT FOR PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAXES ON RELATED INCOME UNDER SECTION 501(A) OF THE CODE. THE ACADEMY FOLLOWS THE ACCOUNTING STANDARDS FOR UNCERTAINTY IN INCOME TAXES. THESE STANDARDS REQUIRE ENTITIES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTIES IN THEIR TAX POSITION. AREAS THAT THE INTERNAL REVENUE SERVICE AND STATE TAX AUTHORITIES CONSIDER WHEN EXAMINING TAX AND INFORMATION RETURNS OF A TAX-EXEMPT ENTITY INCLUDE, BUT ARE NOT LIMITED TO, TAX-EXEMPT STATUS AND THE EXISTENCE AND AMOUNT OF UNRELATED BUSINESS INCOME. THE ACADEMY DOES NOT BELIEVE THAT IT HAS ANY UNCERTAIN TAX POSITIONS WITH RESPECT TO THESE OR OTHER MATTERS, AND HAS NOT RECORDED ANY UNRECOGNIZED TAX BENEFITS OR LIABILITY FOR PENALTIES OR INTEREST.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENT CONTRA REVENUE -- $37,293
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENT EXPENSE -- $37,293
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06491971
IRS990ScheduleD/TotalExpensesPerForm990Amt05810012
IRS990ScheduleD/TotalRevenuePerForm990Amt05559397
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05596690
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05847305
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,227,761
Liabilities
$3,447,551
Net assets
$3,780,210
Revenue
$5,559,397
Expenses
$5,810,012
Net income
-$250,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.75$2.98$3.77$6.72$6.93$0.20
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.67$2.94$3.73$5.49$5.88$0.39
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.08$2.96$4.12$6.16$6.05$0.11
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$7.03$3.02$4.02$5.55$5.74$0.19
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.48$3.27$4.21$6.11$5.72$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.08$3.27$3.81$5.58$5.55$0.03
2018Detailed filing. Detailed filing data is available for this year.$7.23$3.45$3.78$5.56$5.81$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.74$3.71$4.03$5.61$5.59$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.94$3.94$4.01$5.56$5.39$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.66$3.81$3.84$5.03$4.67$0.37
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.36$3.48$4.29$4.19$0.10
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.66$0.29$3.37$3.89$3.72$0.17
2012Summary only. Only limited summary data is available for this year.$3.43$0.22$3.20$2.89$3.47$0.58
2011Summary only. Only limited summary data is available for this year.$3.56$0.30$3.26$2.70$3.24$0.54