Civic Intelligence

Lourdes Foundation Inc.

990 • Fiscal year 2018 • EIN 39-1358583

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 12, 2018

Organization ProfileN/A
250 N Sawyer StOshkosh, WI 54902

(920) 426-3626

Siviq Scores

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

Liabilities / Assets

60th percentile

0.25x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

93rd percentile

3.97x

Higher debt load relative to revenue than 93% of similar nonprofits.

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

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

28th percentile

$70,260

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

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

Asset Growth

62nd percentile

5.3%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

95th percentile

116%

Faster revenue growth than 95% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$5,701,116

Up $286,481 (+5.3%) from 2017

Net Assets

Up

$4,264,859

Up $287,064 (+7.2%) from 2017

Liabilities

Down

$1,436,257

Down $583 (-0.0%) from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin88th percentile

Revenue

Up

$361,324

Up $193,798 (+116%) from 2017

Expenses

Down

$213,783

Down $53,519 (-20%) from 2017

Net Income

Up

$147,541

Up $247,317 (+248%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,200,555Liabilities 2011: $1,478,739Net Assets 2011: $721,8162011Assets 2012: $2,162,243Liabilities 2012: $1,422,283Net Assets 2012: $739,9602012Assets 2013: $2,724,070Liabilities 2013: $1,442,535Net Assets 2013: $1,281,5352013Assets 2014: $4,359,134Liabilities 2014: $1,436,838Net Assets 2014: $2,922,2962014Assets 2015: $4,630,474Liabilities 2015: $1,436,344Net Assets 2015: $3,194,1302015Assets 2016: $5,017,484Liabilities 2016: $1,437,196Net Assets 2016: $3,580,2882016Assets 2017: $5,414,635Liabilities 2017: $1,436,840Net Assets 2017: $3,977,7952017Assets 2018: $5,701,116Liabilities 2018: $1,436,257Net Assets 2018: $4,264,8592018Assets 2019: $5,985,092Liabilities 2019: $1,436,153Net Assets 2019: $4,548,9392019Assets 2020: $5,824,877Liabilities 2020: $1,435,733Net Assets 2020: $4,389,1442020Assets 2021: $5,792,396Liabilities 2021: $1,440,185Net Assets 2021: $4,352,2112021Assets 2022: $4,036,226Liabilities 2022: $851,299Net Assets 2022: $3,184,9272022Assets 2023: $4,042,640Liabilities 2023: $856,244Net Assets 2023: $3,186,3962023Assets 2024: $4,639,403Liabilities 2024: $839,094Net Assets 2024: $3,800,3092024Assets 2025: $5,121,959Liabilities 2025: $801,988Net Assets 2025: $4,319,9712025

Highlighted filing

2018

Assets$5,701,116
Liabilities$1,436,257
Net Assets$4,264,859
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $118,325Expenses 2011: $90,362Net Income 2011: $27,9632011Revenue 2012: $83,825Expenses 2012: $44,442Net Income 2012: $39,3832012Revenue 2013: $557,669Expenses 2013: $37,973Net Income 2013: $519,6962013Revenue 2014: $1,803,888Expenses 2014: $284,694Net Income 2014: $1,519,1942014Revenue 2015: $595,805Expenses 2015: $189,443Net Income 2015: $406,3622015Revenue 2016: $677,465Expenses 2016: $187,386Net Income 2016: $490,0792016Revenue 2017: $167,526Expenses 2017: $267,302Net Income 2017: -$99,7762017Revenue 2018: $361,324Expenses 2018: $213,783Net Income 2018: $147,5412018Revenue 2019: $557,214Expenses 2019: $287,958Net Income 2019: $269,2562019Revenue 2020: $238,238Expenses 2020: $255,055Net Income 2020: -$16,8172020Revenue 2021: $164,271Expenses 2021: $470,682Net Income 2021: -$306,4112021Revenue 2022: $477,275Expenses 2022: $1,115,129Net Income 2022: -$637,8542022Revenue 2023: $534,377Expenses 2023: $748,739Net Income 2023: -$214,3622023Revenue 2024: $654,949Expenses 2024: $218,732Net Income 2024: $436,2172024Revenue 2025: $446,609Expenses 2025: $191,973Net Income 2025: $254,6362025

Highlighted filing

2018

Revenue$361,324
Expenses$213,783
Net Income$147,541
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$395,623
Mission and Program Overview

Mission

To provide support for general operations of a parochial grade school and high school and to provide tuition assistance to needy families.

Provide support for lourdes academy of oshkosh wisconsin, inc. General operations and tuition assistance for needy families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,329,751$3,666,775▲ $337,024
Land, Buildings, and Equipment, Net$1,931,688$1,908,025▼ $23,663
Pledges and Grants Receivable$138,835$112,108▼ $26,727
Cash and Non-Interest-Bearing Accounts$3,841$6,362▲ $2,521
Accounts Receivable$7,057$3,707▼ $3,350
Savings and Temporary Cash Investments$1,775$3,295▲ $1,520
Prepaid Expenses and Deferred Charges$1,688$844▼ $844
Total Assets$5,414,635$5,701,116▲ $286,481
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,430,000$1,430,000→ $0
Deferred Revenue$4,440$4,575▲ $135
Accounts Payable and Accrued Expenses$2,400$1,682▼ $718
Total Liabilities$1,436,840$1,436,257▼ $583
Net Assets / Fund Balance
Temporarily Rstr Net Assets$2,188,261$2,473,670▲ $285,409
Permanently Rstr Net Assets$1,205,579$1,248,039▲ $42,460
Unrestricted Net Assets$583,955$543,150▼ $40,805
Total Net Assets Fund Balance$3,977,795$4,264,859▲ $287,064
Total Liabilities and Net Assets / Fund Balance$5,414,635$5,701,116▲ $286,481

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,512,774$262,416$1,775,190
Land$395,251-$395,251
Other Securities$3,578,281--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$3,307,096$241,914▲ $218,172$11,635$3,633,214
2017$2,774,414$413,583▲ $195,805$580$3,307,096
2016$2,312,376$577,359▼ $37,822$6,035$2,774,414
2015$2,025,112$438,757▼ $20,475$19,884$2,312,376
2014$856,985$1,342,783▲ $187,017$309,844$2,025,112
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleOtherTotal
John DineganEx-officio, Lao President$70,260$70,260

Board Members and Trustees

NameTitle
Mary ButtkePresident
Nick BehnkeVice President
Tony WilhmEx-officio, Lao School Liaison
Doran RyanSecretary
Gary GriedlTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$249,964
Program Service Revenue
$0
Investment Income
$92,524
Other Revenue
$18,836
All Other Contributions
$198,760
Change in Net Assets
$147,541
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$118,534
Grants and Similar Amounts Paid$95,249
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$95,249--$95,249
Fees for Service Investment Mgmnt Fees-$37,323-$37,323
Interest-$37,108-$37,108
Depreciation Depletion-$26,785-$26,785
Fees for Services Accounting-$10,350-$10,350
Insurance-$844-$844
Other Expenses-$361-$361
Total Functional Expenses$95,249$118,534$0$213,783
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“John dinegan and tony wilhm are also on the board of lourdes academy.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

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

“The president reviews and approves form 990 prior to filing.”

Form 990, Part VI, Section C, Line 19

“The documents are not available to the public.”

Filing and Contact Details

Filer

Filer Name
Lourdes Academy Foundation Inc
EIN
39-1358583
Phone
9204263626
Address
250 N SAWYER ST, OSHKOSH, WI 54902

Signing Officer

Name
Mary Buttke
Title
President
Phone
9204263626
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Buttke
Formed
1980
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
7

Preparer

Firm
Cliftonlarsonallen Llp
Address
PO BOX 2886, OSHKOSH, WI 54903-2886
Preparer
Courtney Ader CPA
Phone
9202315890
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed its processes from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The majority of the funds will be used for scholarships and tuition assistance for students of lourdes academy of oshkosh, wi. Other funds will be used for the construction of a new elementary school for lourdes academy of oshkosh, wi.”

Raw XML AppendixShowing 400 of 554 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4EX-OFFICIO, LAO PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5EX-OFFICIO, LAO SCHOOL LIAISON
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IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt026785
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt016474
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt015487
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0102820
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0101877
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0109574
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0108010
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0-50013
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0-48405
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0-48405
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0107800
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0107800
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0-41144
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0107800
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt06038
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0107800
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0101762
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt095249
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt089211
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0101762
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt089211
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt089211
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0101762
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt095249
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0107800
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt088.360000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt095249
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt095249
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE PRESIDENTS OF LOURDES OF ACADEMY OF OSHKOSH WISCONSIN, INC. ARE AUTOMATICALLY BOARD MEMBERS OF LOURDES ACADEMY FOUNDATION, INC. THE TWO ORGANIZATIONS ALSO HAVE ONE ADDITIONAL BOARD MEMBER IN COMMON. LOURDES ACADEMY FOUNDATION, INC. DOES NOT HAVE ANY EMPLOYEES AS THEY ARE ALL EMPLOYEES OF LOURDES ACADEMY OF OSHKOSH WISCONSIN, INC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3:
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt01430000
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt01430000
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt03520920
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03126914
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt07637
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt05650
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt03498263
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt03082881
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt052814
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt046904
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt01445020
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt01468383
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt03468106
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03080010
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0121384
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0107800
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt04950920
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt04556914
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0121384
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0107800
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391911111
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt095249
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LOURDES ACADEMY OF OSHKOSH WISCONSIN INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt095249
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt01512774
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0262416
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01775190
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt035542
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03307096
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0241914
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03633214
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt086791
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0218172
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt011635
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt029726
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02774414
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0413583
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03307096
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt046400
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0195805
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0580
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt028579
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02312376
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0577359
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02774414
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt042885
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-37822
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt06035
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt023634
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02025112
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0438757
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02312376
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt087500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-20475
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt019884
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt017369
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0856985
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01342783
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02025112
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt034460
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0187017
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0309844
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/LandGrp/BookValueAmt0395251
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0395251
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt088494
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13578281
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INV HELD AT CATHOLIC FOUNDATION FOR THE DIOCESE OF GREEN BAY
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENTS HELD AT OSHKOSH AREA COMMUNITY FOUNDATION
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.34000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MAJORITY OF THE FUNDS WILL BE USED FOR SCHOLARSHIPS AND TUITION ASSISTANCE FOR STUDENTS OF LOURDES ACADEMY OF OSHKOSH, WI. OTHER FUNDS WILL BE USED FOR THE CONSTRUCTION OF A NEW ELEMENTARY SCHOOL FOR LOURDES ACADEMY OF OSHKOSH, WI.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:

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
$5,701,116
Liabilities
$1,436,257
Net assets
$4,264,859
Revenue
$361,324
Expenses
$213,783
Net income
$147,541
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.12$0.80$4.32$0.45$0.19$0.25
2024Detailed filing. Detailed filing data is available for this year.$4.64$0.84$3.80$0.65$0.22$0.44
2023Detailed filing. Detailed filing data is available for this year.$4.04$0.86$3.19$0.53$0.75$0.21
2022Detailed filing. Detailed filing data is available for this year.$4.04$0.85$3.18$0.48$1.12$0.64
2021Detailed filing. Detailed filing data is available for this year.$5.79$1.44$4.35$0.16$0.47$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.82$1.44$4.39$0.24$0.26$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.99$1.44$4.55$0.56$0.29$0.27
2018Detailed filing. Detailed filing data is available for this year.$5.70$1.44$4.26$0.36$0.21$0.15
2017Detailed filing. Detailed filing data is available for this year.$5.41$1.44$3.98$0.17$0.27$0.10
2016Detailed filing. Detailed filing data is available for this year.$5.02$1.44$3.58$0.68$0.19$0.49
2015Detailed filing. Detailed filing data is available for this year.$4.63$1.44$3.19$0.60$0.19$0.41
2014Detailed filing. Detailed filing data is available for this year.$4.36$1.44$2.92$1.80$0.28$1.52
2013Summary only. Only limited summary data is available for this year.$2.72$1.44$1.28$0.56$0.04$0.52
2012Summary only. Only limited summary data is available for this year.$2.16$1.42$0.74$0.08$0.04$0.04
2011Summary only. Only limited summary data is available for this year.$2.20$1.48$0.72$0.12$0.09$0.03