Civic Intelligence

Regis Catholic Schools Foundation Inc.

990 • Fiscal year 2018 • EIN 39-1253510

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 07, 2019

Organization ProfileREGISCATHOLICSCHOOLSFOUNDATION.COM
2100 Fenwick AvenueEau Claire, WI 54701-4421

(715) 835-8662

Siviq Scores

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

Liabilities / Assets

40th percentile

0.04x

Higher debt load relative to assets than 40% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.37x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

68th percentile

7.5%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-73%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$4,504,007

Up $312,899 (+7.5%) from 2017

Net Assets

Up

$4,317,194

Up $290,802 (+7.2%) from 2017

Liabilities

Up

$186,813

Up $22,097 (+13%) from 2017

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin89th percentile

Revenue

Down

$511,712

Down $1,351,187 (-73%) from 2017

Expenses

Up

$296,048

Up $75,943 (+35%) from 2017

Net Income

Down

$215,664

Down $1,427,130 (-87%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth68th 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: $1,792,774Liabilities 2011: $2,500Net Assets 2011: $1,790,2742011Assets 2012: $1,382,773Liabilities 2012: $125Net Assets 2012: $1,382,6482012Assets 2013: $1,312,415Liabilities 2013: $0Net Assets 2013: $1,312,4152013Assets 2014: $1,736,947Liabilities 2014: $7,385Net Assets 2014: $1,729,5622014Assets 2015: $1,989,042Liabilities 2015: $0Net Assets 2015: $1,989,0422015Assets 2016: $2,264,480Liabilities 2016: $66,260Net Assets 2016: $2,198,2202016Assets 2017: $4,191,108Liabilities 2017: $164,716Net Assets 2017: $4,026,3922017Assets 2018: $4,504,007Liabilities 2018: $186,813Net Assets 2018: $4,317,1942018Assets 2019: $4,727,676Liabilities 2019: $23,570Net Assets 2019: $4,704,1062019Assets 2020: $4,772,205Liabilities 2020: $31,221Net Assets 2020: $4,740,9842020Assets 2021: $6,357,000Liabilities 2021: $37,800Net Assets 2021: $6,319,2002021Assets 2022: $5,703,704Liabilities 2022: $59,706Net Assets 2022: $5,643,9982022Assets 2023: $6,767,532Liabilities 2023: $89,655Net Assets 2023: $6,677,8772023

Highlighted filing

2018

Assets$4,504,007
Liabilities$186,813
Net Assets$4,317,194
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $104,8622011Expenses 2012: $707,1242012Revenue 2013: $343,292Expenses 2013: $495,056Net Income 2013: -$151,7642013Revenue 2014: $389,881Expenses 2014: $257,683Net Income 2014: $132,1982014Revenue 2015: $395,886Expenses 2015: $101,974Net Income 2015: $293,9122015Revenue 2016: $536,744Expenses 2016: $255,854Net Income 2016: $280,8902016Revenue 2017: $1,862,899Expenses 2017: $220,105Net Income 2017: $1,642,7942017Revenue 2018: $511,712Expenses 2018: $296,048Net Income 2018: $215,6642018Revenue 2019: $485,477Expenses 2019: $225,489Net Income 2019: $259,9882019Revenue 2020: $473,548Expenses 2020: $354,350Net Income 2020: $119,1982020Revenue 2021: $1,165,106Expenses 2021: $283,212Net Income 2021: $881,8942021Revenue 2022: $567,470Expenses 2022: $346,858Net Income 2022: $220,6122022Revenue 2023: $1,097,445Expenses 2023: $409,114Net Income 2023: $688,3312023

Highlighted filing

2018

Revenue$511,712
Expenses$296,048
Net Income$215,664
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 7, 2019
Return Version
2017v2.3
Gross Receipts
$749,479
Mission and Program Overview

Mission

Provide support to regis catholic schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,996,471$4,291,877▲ $295,406
Savings and Temporary Cash Investments$156,647$157,541▲ $894
Cash and Non-Interest-Bearing Accounts$35,398$54,589▲ $19,191
Prepaid Expenses and Deferred Charges$745--
Total Assets$4,191,108$4,504,007▲ $312,899
Other Assets Total$1,847$0▼ $1,847
Liabilities
Accounts Payable and Accrued Expenses$164,716$186,813▲ $22,097
Total Liabilities$164,716$186,813▲ $22,097
Net Assets / Fund Balance
Unrestricted Net Assets$2,416,089$2,575,354▲ $159,265
Temporarily Rstr Net Assets$1,610,303$1,741,840▲ $131,537
Total Net Assets Fund Balance$4,026,392$4,317,194▲ $290,802
Total Liabilities and Net Assets / Fund Balance$4,191,108$4,504,007▲ $312,899
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Dr Rick DanielsChair
Mona MathewsVice Chair
Angie WhitesideDirector
Dr Todd HehliDirector
Judge John ManydeedsDirector
Mark BeckfieldDirector
Rev Derek SakowskiDirector
Dr Robert RidenourSecretary
Ron FarleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$324,687
Program Service Revenue
$0
Investment Income
$197,796
Other Revenue
$-10,771
All Other Contributions
$324,687
Change in Net Assets
$215,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$219,967
Other Expenses$76,081
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$219,967--$219,967
Fees for Service Investment Mgmnt Fees-$29,288-$29,288
Advertising$18,921--$18,921
Fees for Services Accounting-$17,189-$17,189
Office Expenses-$8,077-$8,077
Insurance-$2,165-$2,165
Other Expenses-$441-$441
Total Functional Expenses$238,888$57,160$0$296,048
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Regis Catholic SchoolsEau Claire, WI501(c)3Provide Support to Regis Catholic School$219,967
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,534
Fundraising Gross Income$5,763
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
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

“An independent public accounting firm prepares the form 990. A copy is provided to the governance body for approval before filing.”

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

“Any actual or possible conflict of interest is required to be disclosed to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. After disclosure, the person shall leave the governance board meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board members shall decide if a conflict of interest exists. If the governing board has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the failure to disclose. If, after hearing the member's response, the board determines the member has failed to disclose a conflict of interest, it shall take appropriate disciplinary and corrective action.”

Form 990, Part VI, Section C, Line 19

“The financial statements, tax return, and governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Regis Catholic Schools Foundation Inc
EIN
39-1253510
Phone
7158358662
Address
2100 FENWICK AVENUE, EAU CLAIRE, WI 54701-4421

Signing Officer

Name
Dr Rick Daniels
Title
President
Phone
7158358662
Signed
2019-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Rick Daniels
Formed
1976
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Cliftonlarsonallen Llp
Address
3402 OAKWOOD MALL DRIVE STE 100, EAU CLAIRE, WI 54701
Preparer
Cory Wiese
Phone
7158521100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation has been granted tax exempt status under section 501(c)(3) of the internal revenue code and wisconsin statute. It has been classified as an organization that is not a private foundation under the internal revenue code and charitable contributions by donors are tax deductible. The foundation has evaluated its tax positions and determined it has no uncertain tax positions as of june 30, 2018.”

Raw XML AppendixShowing 400 of 419 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0164716
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0186813
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE SUPPORT TO REGIS CATHOLIC SCHOOLS
IRS990/AdvertisingGrp/ProgramServicesAmt018921
IRS990/AdvertisingGrp/TotalAmt018921
IRS990/AllOtherContributionsAmt0324687
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DR RICK DANIELS
IRS990/BooksInCareOfDetail/PhoneNum07158358662
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02100 FENWICK AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0EAU CLAIRE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0547014421
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt035398
IRS990/CashNonInterestBearingGrp/EOYAmt054589
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0324687
IRS990/CYGrantsAndSimilarPaidAmt0219967
IRS990/CYInvestmentIncomeAmt0197796
IRS990/CYOtherExpensesAmt076081
IRS990/CYOtherRevenueAmt0-10771
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0215664
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0296048
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0511712
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0RESTRICTED AND UNRESTRICTED GRANTS TO THE BUDGET OF REGIS HIGH SCHOOL
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0238888
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017189
IRS990/FeesForServicesAccountingGrp/TotalAmt017189
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt029288
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt029288
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0DR RICK DANIELS
IRS990/Form990PartVIISectionAGrp/PersonNm1DR ROBERT RIDENOUR
IRS990/Form990PartVIISectionAGrp/PersonNm2MONA MATHEWS
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK BECKFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm4RON FARLEY
IRS990/Form990PartVIISectionAGrp/PersonNm5ANGIE WHITESIDE
IRS990/Form990PartVIISectionAGrp/PersonNm6REV DEREK SAKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm7JUDGE JOHN MANYDEEDS
IRS990/Form990PartVIISectionAGrp/PersonNm8DR TODD HEHLI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt016534
IRS990/FundraisingGrossIncomeAmt05763
IRS990/GainOrLossGrp/SecuritiesAmt079523
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0219967
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0219967
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0219967
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0300756
IRS990/GrossReceiptsAmt0749479
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02165
IRS990/InsuranceGrp/TotalAmt02165
IRS990/InvestmentIncomeGrp/ExclusionAmt0118273
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0118273
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03996471
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04291877
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0221233
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE SUPPORT TO REGIS CATHOLIC SCHOOLS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04026392
IRS990/NetAssetsOrFundBalancesEOYAmt04317194
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt079523
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt079523
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-10771
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-10771
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt075138
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08077
IRS990/OfficeExpensesGrp/TotalAmt08077
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01847
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0441
IRS990/OtherExpensesGrp/TotalAmt0441
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0745
IRS990/PrincipalOfficerNm0DR RICK DANIELS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01658631
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0152983
IRS990/PYInvestmentIncomeAmt0205073
IRS990/PYOtherExpensesAmt067122
IRS990/PYOtherRevenueAmt0-805
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01642794
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0220105
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01862899
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0215664
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0156647
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0157541
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THERE IS A MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS WHO ALSO SERVES ON THE EDUCATION COMMISSION AND FINANCE COUNCIL OF REGIS CATHOLIC SCHOOLS, THE SUPPORTED ORGANIZATION. THE FOUNDATION AND REGIS CATHOLIC SCHOOLS WORK TOGETHER TO ASSURE THE VIABILITY, SUSTAINABILITY AND GROWTH OF REGIS CATHOLIC SCHOOLS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION'S ACTIVIES SUPPORTED REGIS CATHOLIC SCHOOLS BY PROVIDING FINANCIAL RESOURCES TO FURTHER THE EXEMPT PURPOSE OF PROVIDING CATHOLIC EDUCATION. THE FOUNDATION RAISES FUNDS FOR TUITION ASSISTANCE, SCHOLARSHIPS, AND SPECIAL PROJECTS FOR THE SCHOOLS. PROVIDING THIS FINANCIAL SUPPORT IS THE ONLY ACTIVITY OF THE ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2IF NOT FOR THE ORGANIZATION'S FINANCIAL SUPPORT OF REGIS CATHOLIC SCHOOLS, THE SCHOOLS WOULD ENGAGE IN FUNDRAISING ACTIVITIES TO SUPPORT THEIR EXEMPT PURPOSE OF PROVIDING CATHOLIC EDUCATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390808516
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0219967
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0REGIS CATHOLIC SCHOOLS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0219967
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS BEEN GRANTED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND WISCONSIN STATUTE. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0219967
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE SUPPORT TO REGIS CATHOLIC SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0REGIS CATHOLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0390808516
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02100 FENWICK AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EAU CLAIRE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054701
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION MONITORS RCS USE OF GRANT FUNDS. FUNDS ARE GIVEN FOR SPECIFIC PURPOSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN INDEPENDENT PUBLIC ACCOUNTING FIRM PREPARES THE FORM 990. A COPY IS PROVIDED TO THE GOVERNANCE BODY FOR APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST IS REQUIRED TO BE DISCLOSED TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE, THE PERSON SHALL LEAVE THE GOVERNANCE BOARD MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE GOVERNING BOARD HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE, THE BOARD DETERMINES THE MEMBER HAS FAILED TO DISCLOSE A CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCIAL STATEMENTS, TAX RETURN, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0REGIS CATHOLIC SCHOOLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390808516
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE CATHOLIC EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02100 FENWICK AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EAU CLAIRE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054701
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01610303
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01741840
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04191108
IRS990/TotalAssetsEOYAmt04504007
IRS990/TotalAssetsGrp/BOYAmt04191108
IRS990/TotalAssetsGrp/EOYAmt04504007
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0324687
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt057160
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0238888
IRS990/TotalFunctionalExpensesGrp/TotalAmt0296048
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0164716
IRS990/TotalLiabilitiesEOYAmt0186813
IRS990/TotalLiabilitiesGrp/BOYAmt0164716
IRS990/TotalLiabilitiesGrp/EOYAmt0186813
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04026392
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04317194
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0238888
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0187025
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0511712
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04191108
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04504007
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02416089
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02575354
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02100 FENWICK AVENUE
IRS990/USAddress/CityNm0EAU CLAIRE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0547014421
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0REGISCATHOLICSCHOOLSFOUNDATION.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR RICK DANIELS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07158358662
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REGIS CATHOLIC SCHOOLS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0REGI
ReturnHeader/Filer/EIN0391253510
ReturnHeader/Filer/PhoneNum07158358662
ReturnHeader/Filer/USAddress/AddressLine1Txt02100 FENWICK AVENUE
ReturnHeader/Filer/USAddress/CityNm0EAU CLAIRE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0547014421
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId024888D6E6EB794527B9DCD1348D1971EA40AB71A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A20EFFA758228B0E9CFBF1231749071ED2B2D329

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,504,007
Liabilities
$186,813
Net assets
$4,317,194
Revenue
$511,712
Expenses
$296,048
Net income
$215,664
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$0.09$6.68$1.10$0.41$0.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.70$0.06$5.64$0.57$0.35$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.36$0.04$6.32$1.17$0.28$0.88
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.03$4.74$0.47$0.35$0.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$0.02$4.70$0.49$0.23$0.26
2018Detailed filing. Detailed filing data is available for this year.$4.50$0.19$4.32$0.51$0.30$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.16$4.03$1.86$0.22$1.64
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.07$2.20$0.54$0.26$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.40$0.10$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.01$1.73$0.39$0.26$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$0.34$0.50$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.00$1.79$0.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $1M-$5M nonprofits