Civic Intelligence

St Joseph Academy Inc

990 • Fiscal year 2021 • EIN 39-0806262

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 19, 2021

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

76th percentile

0.43x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

75th percentile

0.54x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

18th percentile

-3.4%

Higher net margin than 18% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

91st percentile

$350,240

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

10th percentile

-6.0%

Faster asset growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-9.1%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Down

$7,033,951

Down $447,304 (-6.0%) from 2020

Net Assets

Down

$4,015,989

Down $190,555 (-4.5%) from 2020

Liabilities

Down

$3,017,962

Down $256,749 (-7.8%) from 2020

Revenue

Down

$5,552,163

Down $555,614 (-9.1%) from 2020

Expenses

Up

$5,742,718

Up $27,654 (+0.5%) from 2020

Net Income

Down

-$190,555

Down $583,268 (-149%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$7,033,951
Liabilities$3,017,962
Net Assets$4,015,989

Operations Trend

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

2021

Revenue$5,552,163
Expenses$5,742,718
Net Income-$190,555
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 19, 2021
Return Version
2020v4.1
Gross Receipts
$5,552,163
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$5,814,403$5,388,066▼ $426,337
Cash and Non-Interest-Bearing Accounts$1,576,110$1,417,107▼ $159,003
Accounts Receivable$45,459$135,812▲ $90,353
Pledges and Grants Receivable$10,000$51,435▲ $41,435
Prepaid Expenses and Deferred Charges$35,283$41,531▲ $6,248
Total Assets$7,481,255$7,033,951▼ $447,304
Liabilities
Unsecured Notes Loans Payable$2,909,614$2,630,995▼ $278,619
Accounts Payable and Accrued Expenses$317,428$386,967▲ $69,539
Other Liabilities$47,669$0▼ $47,669
Total Liabilities$3,274,711$3,017,962▼ $256,749
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,975,729$3,681,595▼ $294,134
Net Assets With Donor Restrictions$230,815$334,394▲ $103,579
Total Net Assets Fund Balance$4,206,544$4,015,989▼ $190,555
Total Liabilities and Net Assets / Fund Balance$7,481,255$7,033,951▼ $447,304

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,767,500$5,389,646$10,157,146
Equipment$320,566$612,806$933,372
Land$300,000-$300,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tabia JonesPresident/CEO/directorFT$119,735$8,782$128,517

Board Members and Trustees

NameTitle
Mary BinderChair Director
Blanca Arenas BaezDirector
James LubawskiDirector
James SchultzDirector
Joanne DiazDirector
Norman McgeeDirector
Price Lambert SchnellDirector
Terry SchweitzerDirector
Edward Todd BeadleFormer Director
Jodi HazenTreasurer / Director of Finance
Leslie Hertz MdEmeritus
Sister Michelle KoniecznySecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Integrity CleaningCleaning Services929 W OHIO AVE, Milwaukee, WI 53215$157,880
Revenue and Support

Revenue Composition

Contributions and Grants
$643,867
Program Service Revenue
$4,908,296
Investment Income
$0
Other Revenue
$0
All Other Contributions
$472,146
Change in Net Assets
$-190,555

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,552,163
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,552,163
Total Revenue per Form 990
$5,552,163
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,048,464
Other Expenses$1,694,254
Total Fundraising Expense$177,051
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$2,501,495$365,327$112,841$2,979,663
Other Employee Benefits$566,636$65,205$31,964$663,805
Depreciation Depletion$483,301$22,216$2,130$507,647
Occupancy$293,541$72,201$6,702$372,444
Payroll Taxes$173,797$38,470$7,809$220,076
Current Officers, Directors, Trustees, and Key Employees$89,801$29,934-$119,735
Interest$64,837$20,475-$85,312
Pension Plan Contributions$46,985$14,949$3,251$65,185
Fees for Services Accounting$31,106$31,850-$62,956
Information Technology$41,392$17,410-$58,802
Office Expenses$30,167$17,062$4,912$52,141
All Other Expenses$1,551$41,235$2,100$44,886
Insurance$19,754$4,800$460$25,014
Conferences and Meetings$7,921$3,606$69$11,596
Advertising$9,656--$9,656
Travel$623$-283$11$351
Other Expenses$15,615$-947$3,802$-947
Total Functional Expenses$4,801,844$763,823$177,051$5,742,718

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,742,718
Total Expenses per Audited Statements$5,742,718
Total Expenses per Form 990$5,742,718
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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
2021-10-19
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
90
Volunteers
0

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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT/CEO/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11FORMER DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER / DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01921
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt051938
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05552163
IRS990/GroupExemptionNum00928
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt017410
IRS990/InformationTechnologyGrp/ProgramServicesAmt041392
IRS990/InformationTechnologyGrp/TotalAmt058802
IRS990/InsuranceGrp/FundraisingAmt0460
IRS990/InsuranceGrp/ManagementAndGeneralAmt04800
IRS990/InsuranceGrp/ProgramServicesAmt019754
IRS990/InsuranceGrp/TotalAmt025014
IRS990/InterestGrp/ManagementAndGeneralAmt020475
IRS990/InterestGrp/ProgramServicesAmt064837
IRS990/InterestGrp/TotalAmt085312
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06002452
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05814403
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05388066
IRS990/LandBldgEquipCostOrOtherBssAmt011390518
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/NetAssetsOrFundBalancesBOYAmt04206544
IRS990/NetAssetsOrFundBalancesEOYAmt04015989
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03975729
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03681595
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt06702
IRS990/OccupancyGrp/ManagementAndGeneralAmt072201
IRS990/OccupancyGrp/ProgramServicesAmt0293541
IRS990/OccupancyGrp/TotalAmt0372444
IRS990/OfficeExpensesGrp/FundraisingAmt04912
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017062
IRS990/OfficeExpensesGrp/ProgramServicesAmt030167
IRS990/OfficeExpensesGrp/TotalAmt052141
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt031964
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt065205
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0566636
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0663805
IRS990/OtherExpensesGrp/Desc0CHILD PROGRAM SERVICES
IRS990/OtherExpensesGrp/Desc1FOOD SERVICE
IRS990/OtherExpensesGrp/Desc2OTHER PURCHASED SERVICE
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/FundraisingAmt01000
IRS990/OtherExpensesGrp/FundraisingAmt13802
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010304
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110009
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2-947
IRS990/OtherExpensesGrp/ProgramServicesAmt0357894
IRS990/OtherExpensesGrp/ProgramServicesAmt165772
IRS990/OtherExpensesGrp/ProgramServicesAmt215615
IRS990/OtherExpensesGrp/TotalAmt0369198
IRS990/OtherExpensesGrp/TotalAmt165772
IRS990/OtherExpensesGrp/TotalAmt229426
IRS990/OtherExpensesGrp/TotalAmt3-947
IRS990/OtherLiabilitiesGrp/BOYAmt047669
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07809
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt038470
IRS990/PayrollTaxesGrp/ProgramServicesAmt0173797
IRS990/PayrollTaxesGrp/TotalAmt0220076
IRS990/PensionPlanContributionsGrp/FundraisingAmt03251
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014949
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt046985
IRS990/PensionPlanContributionsGrp/TotalAmt065185
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt010000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt051435
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt035283
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt041531
IRS990/PrincipalOfficerNm0TABIA JONES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1624410
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1CHILD DEVELOPMENT REVE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03799440
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11108856
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03799440
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11108856
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/ExpenseAmt02729663
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt03799440
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0363550
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-9103
IRS990/PYOtherExpensesAmt01688574
IRS990/PYOtherRevenueAmt0626434
IRS990/PYProgramServiceRevenueAmt05126896
IRS990/PYRevenuesLessExpensesAmt0392713
IRS990/PYSalariesCompEmpBnftPaidAmt04026490
IRS990/PYTotalExpensesAmt05715064
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06107777
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-190555
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt074200
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01108856
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/BookValueAmt04767500
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05389646
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010157146
IRS990ScheduleD/EquipmentGrp/BookValueAmt0320566
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0612806
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0933372
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05742718
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0300000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0300000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05552163
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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05388066
IRS990ScheduleD/TotalExpensesPerForm990Amt05742718
IRS990ScheduleD/TotalRevenuePerForm990Amt05552163
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05552163
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05742718
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ACADEMY PARTICIPATES IN THE PRIVATE SCHOOL CHOICE PROGRAM, WHICH IS FUNDED AND ADMINISTERED BY STATE OF WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTION. AS A REQUIREMENT FOR PARTICIPATION IN THIS PROGRAM, THE ACADEMY HAS GUARANTEED ITS ONGOING COMPLIANCE WITH APPLICABLE LEGISLATION THAT PROHIBITS DISCRIMINATION ON THE BASIS OF RACE, COLOR OR NATIONAL ORIGIN. THE ACADEMY INCLUDES A STATEMENT OF ITS RACIALLY NONDISCRIMINATORY POLICY IN ITS PARENT/STUDENT HANDBOOK, THAT IT DOES NOT DISCRIMINATE BASED ON COLOR, CREED, SEXUAL ORIENTATION, RACE, ETHNICITY, RELIGION, OR SOCIO-ECONOMICAL STATUS. THE ACADEMY COMMUNICATES ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH A PRESS RELEASE CONCERNING ITS PARTICIPATION IN THE PARENTAL CHOICE AND SCHOOL LUNCH PROGRAMS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ACADEMY RECEIVED $3,759,070 FROM WISCONSIN DEPARTMENT OF INSTRUCTION UNDER THE PARENTAL SCHOOL CHOICE PROGRAMS TO SUBSIDIZE TUITION FOR PUPILS MEETING THE REQUIREMENTS OF THE PROGRAM. THE ACADEMY RECEIVED $67,532 FROM WISCONSIN DEPARTMENT OF INSTRUCTION FOR THE SCHOOL LUNCH PROGRAMS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00

Document Assets

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Filings

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
2021Detailed filing. Detailed filing data is available for this year.$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
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

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