Civic Intelligence

St Joseph Academy Inc

990 • Fiscal year 2020 • EIN 39-0806262

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 02, 2020

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

72nd percentile

0.44x

Higher debt load relative to assets than 72% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.54x

Higher debt load relative to revenue than 72% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

55th percentile

6.4%

Higher net margin than 55% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

79th percentile

$214,127

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

48th percentile

5.6%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

9.5%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$7,481,255

Up $396,362 (+5.6%) from 2019

Net Assets

Up

$4,206,544

Up $392,713 (+10%) from 2019

Liabilities

Up

$3,274,711

Up $3,649 (+0.1%) from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin55th percentile

Revenue

Up

$6,107,777

Up $528,269 (+9.5%) from 2019

Expenses

Up

$5,715,064

Up $169,177 (+3.1%) from 2019

Net Income

Up

$392,713

Up $359,092 (+1068%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2020

Assets$7,481,255
Liabilities$3,274,711
Net Assets$4,206,544
Open 2020 Filing

Operations Trend

Revenue Growth65th 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

2020

Revenue$6,107,777
Expenses$5,715,064
Net Income$392,713
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 2, 2020
Return Version
2019v5.1
Gross Receipts
$6,155,516
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$6,207,251$5,814,403▼ $392,848
Cash and Non-Interest-Bearing Accounts$647,589$1,576,110▲ $928,521
Accounts Receivable$85,372$45,459▼ $39,913
Prepaid Expenses and Deferred Charges$44,681$35,283▼ $9,398
Pledges and Grants Receivable$100,000$10,000▼ $90,000
Total Assets$7,084,893$7,481,255▲ $396,362
Liabilities
Unsecured Notes Loans Payable$2,985,591$2,909,614▼ $75,977
Accounts Payable and Accrued Expenses$285,471$317,428▲ $31,957
Other Liabilities$0$47,669▲ $47,669
Total Liabilities$3,271,062$3,274,711▲ $3,649
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,646,160$3,975,729▲ $329,569
Net Assets With Donor Restrictions$167,671$230,815▲ $63,144
Total Net Assets Fund Balance$3,813,831$4,206,544▲ $392,713
Total Liabilities and Net Assets / Fund Balance$7,084,893$7,481,255▲ $396,362

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,170,695$4,976,090$10,146,785
Equipment$343,708$564,281$907,989
Land$300,000-$300,000
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tabia JonesPresident/CEO/directorFT$116,867$3,420$120,287

Board Members and Trustees

NameTitle
Thomas KielyChairman/director
Blanca Arenas BaezDirector
Edward Todd BeadleDirector
James LubawskiDirector
James SchultzDirector
Joanne DiazDirector
Mary BinderDirector
Norman McgeeDirector
Schnell Price LambertDirector
Leslie Hertz MdEmeritus
Sister M Brendan BogdanTreasurer/secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Integrity CleaningCleaning Services929 W OHIO AVE, Milwaukee, WI 53215$136,065
Revenue and Support

Revenue Composition

Contributions and Grants
$363,550
Program Service Revenue
$5,126,896
Investment Income
$-9,103
Other Revenue
$626,434
All Other Contributions
$195,800
Change in Net Assets
$392,713

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,107,777
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$38,636
Total Revenue per Audited Statements
$6,146,413
Total Revenue per Form 990
$6,107,777
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,026,490
Other Expenses$1,688,574
Total Fundraising Expense$113,538
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$2,815,458$96,138$68,592$2,980,188
Other Employee Benefits$534,823$19,857$25,556$580,236
Depreciation Depletion$493,895$22,902$2,196$518,993
Occupancy$333,508$15,778$1,512$350,798
Payroll Taxes$236,067$49,724$5,023$290,814
Current Officers, Directors, Trustees, and Key Employees$87,650$29,217-$116,867
Conferences and Meetings$113,541$1,455$578$115,574
Interest$67,282$21,247-$88,529
Office Expenses$48,337$9,254$6,035$63,626
Fees for Services Accounting-$62,350-$62,350
Pension Plan Contributions$54,561$2,507$1,317$58,385
All Other Expenses$21,363$23,448-$44,811
Information Technology$23,871$3,679-$27,550
Insurance$24,498$1,185$114$25,797
Advertising$12,136--$12,136
Other Expenses$27,194$9,243$2,599$9,243
Travel$5,930$266$16$6,212
Total Functional Expenses$5,200,764$400,762$113,538$5,715,064

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,753,700
Expenses per Audited Statements$5,715,064
Total Expenses per Form 990$5,715,064
Expenses Not Reported on Form 990$38,636
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 Gross Income$60,739
Fundraising Direct Expenses$38,636
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$70,829$60,739-$60,739
Total Events$70,829$60,739$38,636$22,103
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Paycheck Protection Program Loan Payable$47,669
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 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
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
2020-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tabia Jones
Formed
1921
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
9
Employees
115
Volunteers
137

Preparer

Firm
Kerber Eck & Braeckel Llp
Address
125 SOUTH 84TH STREET SUITE 100, MILWAUKEE, WI 53214
Preparer
Christian a Slaats CPA
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 -- $38,636”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event expense -- $38,636”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EMERITUS
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/TitleTxt9CHAIRMAN/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT/CEO/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER/SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01921
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt010090
IRS990/FundraisingDirectExpensesAmt038636
IRS990/FundraisingGrossIncomeAmt060739
IRS990/GainOrLossGrp/OtherAmt0-9103
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06155516
IRS990/GroupExemptionNum00928
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03679
IRS990/InformationTechnologyGrp/ProgramServicesAmt023871
IRS990/InformationTechnologyGrp/TotalAmt027550
IRS990/InsuranceGrp/FundraisingAmt0114
IRS990/InsuranceGrp/ManagementAndGeneralAmt01185
IRS990/InsuranceGrp/ProgramServicesAmt024498
IRS990/InsuranceGrp/TotalAmt025797
IRS990/InterestGrp/ManagementAndGeneralAmt021247
IRS990/InterestGrp/ProgramServicesAmt067282
IRS990/InterestGrp/TotalAmt088529
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05540371
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06207251
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05814403
IRS990/LandBldgEquipCostOrOtherBssAmt011354774
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt09103
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/NetAssetsOrFundBalancesBOYAmt03813831
IRS990/NetAssetsOrFundBalancesEOYAmt04206544
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-9103
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-9103
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt022103
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt022103
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03646160
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03975729
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01512
IRS990/OccupancyGrp/ManagementAndGeneralAmt015778
IRS990/OccupancyGrp/ProgramServicesAmt0333508
IRS990/OccupancyGrp/TotalAmt0350798
IRS990/OfficeExpensesGrp/FundraisingAmt06035
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09254
IRS990/OfficeExpensesGrp/ProgramServicesAmt048337
IRS990/OfficeExpensesGrp/TotalAmt063626
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt025556
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019857
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0534823
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0580236
IRS990/OtherExpensesGrp/Desc0CHILD PROGRAM SERVICES
IRS990/OtherExpensesGrp/Desc1OTHER PURCHASED SERVICE
IRS990/OtherExpensesGrp/Desc2FOOD SERVICE
IRS990/OtherExpensesGrp/Desc3BAD DEBTS
IRS990/OtherExpensesGrp/FundraisingAmt02599
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07429
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125083
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt29243
IRS990/OtherExpensesGrp/ProgramServicesAmt0276736
IRS990/OtherExpensesGrp/ProgramServicesAmt123914
IRS990/OtherExpensesGrp/ProgramServicesAmt227194
IRS990/OtherExpensesGrp/TotalAmt0284165
IRS990/OtherExpensesGrp/TotalAmt151596
IRS990/OtherExpensesGrp/TotalAmt227194
IRS990/OtherExpensesGrp/TotalAmt39243
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt047669
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PPP LOAN FORGIVENESS
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0604331
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0604331
IRS990/OtherRevenueTotalAmt0604331
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05023
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt049724
IRS990/PayrollTaxesGrp/ProgramServicesAmt0236067
IRS990/PayrollTaxesGrp/TotalAmt0290814
IRS990/PensionPlanContributionsGrp/FundraisingAmt01317
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02507
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt054561
IRS990/PensionPlanContributionsGrp/TotalAmt058385
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0100000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt044681
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035283
IRS990/PrincipalOfficerNm0TABIA JONES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1624410
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1CHILD DEVELOPMENT REVE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03779389
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11347507
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03779389
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11347507
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/ExpenseAmt03927169
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03779389
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0346254
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-14068
IRS990/PYOtherExpensesAmt01638434
IRS990/PYOtherRevenueAmt019538
IRS990/PYProgramServiceRevenueAmt05227784
IRS990/PYRevenuesLessExpensesAmt033621
IRS990/PYSalariesCompEmpBnftPaidAmt03907453
IRS990/PYTotalExpensesAmt05545887
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05579508
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0392713
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0103400
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01347507
IRS990ScheduleA/SchoolInd0X
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/BuildingsGrp/BookValueAmt05170695
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04976090
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010146785
IRS990ScheduleD/EquipmentGrp/BookValueAmt0343708
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0564281
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0907989
IRS990ScheduleD/ExpensesNotReportedAmt038636
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05715064
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0300000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0300000
IRS990ScheduleD/OtherExpensesIncludedAmt038636
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt047669
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYCHECK PROTECTION PROGRAM LOAN PAYABLE
IRS990ScheduleD/OtherRevenueAmt038636
IRS990ScheduleD/RevenueNotReportedAmt038636
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06107777
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 -- $38,636
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2SPECIAL EVENT EXPENSE -- $38,636
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05814403
IRS990ScheduleD/TotalExpensesPerForm990Amt05715064
IRS990ScheduleD/TotalLiabilityAmt047669
IRS990ScheduleD/TotalRevenuePerForm990Amt06107777
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06146413
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05753700
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,481,255
Liabilities
$3,274,711
Net assets
$4,206,544
Revenue
$6,107,777
Expenses
$5,715,064
Net income
$392,713
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $5M-$10M nonprofits