Civic Intelligence

St. Joseph High School Endowment Foundation Inc.

990 • Fiscal year 2014 • EIN 39-1429357

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 06, 2014

Organization ProfileN/A
5216 32nd STKenosha, WI 53144

(262) 652-7000

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

98th percentile

85%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

90th percentile

42%

Faster asset growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

424%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,370,287

Up $403,528 (+42%) from 2013

Net Assets

Up

$1,370,287

Up $403,528 (+42%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin98th percentile

Revenue

Up

$472,559

Up $382,338 (+424%) from 2013

Expenses

Up

$69,031

Up $5,945 (+9.4%) from 2013

Net Income

Up

$403,528

Up $376,393 (+1387%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $979,082Liabilities 2011: $0Net Assets 2011: $979,0822011Assets 2012: $939,624Liabilities 2012: $0Net Assets 2012: $939,6242012Assets 2013: $966,759Liabilities 2013: $0Net Assets 2013: $966,7592013Assets 2014: $1,370,287Liabilities 2014: $0Net Assets 2014: $1,370,2872014Assets 2015: $1,456,647Liabilities 2015: $0Net Assets 2015: $1,456,6472015Assets 2016: $1,396,578Liabilities 2016: $0Net Assets 2016: $1,396,5782016Assets 2017: $1,476,722Liabilities 2017: $0Net Assets 2017: $1,476,7222017Assets 2018: $1,512,928Liabilities 2018: $0Net Assets 2018: $1,512,9282018Assets 2019: $1,523,561Liabilities 2019: $0Net Assets 2019: $1,523,5612019Assets 2020: $1,546,050Liabilities 2020: $0Net Assets 2020: $1,546,0502020Assets 2021: $1,774,582Liabilities 2021: $0Net Assets 2021: $1,774,5822021Assets 2022: $1,495,155Liabilities 2022: $0Net Assets 2022: $1,495,1552022Assets 2023: $1,550,924Liabilities 2023: $0Net Assets 2023: $1,550,9242023Assets 2024: $1,537,824Liabilities 2024: $0Net Assets 2024: $1,537,8242024Assets 2025: $1,564,442Liabilities 2025: $0Net Assets 2025: $1,564,4422025

Highlighted filing

2014

Assets$1,370,287
Liabilities$0
Net Assets$1,370,287
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $132,895Expenses 2011: $61,148Net Income 2011: $71,7472011Expenses 2012: $62,2352012Revenue 2013: $90,221Expenses 2013: $63,086Net Income 2013: $27,1352013Revenue 2014: $472,559Expenses 2014: $69,031Net Income 2014: $403,5282014Revenue 2015: $156,414Expenses 2015: $70,054Net Income 2015: $86,3602015Revenue 2016: $7,249Expenses 2016: $67,318Net Income 2016: -$60,0692016Revenue 2017: $146,400Expenses 2017: $66,256Net Income 2017: $80,1442017Revenue 2018: $106,163Expenses 2018: $69,957Net Income 2018: $36,2062018Revenue 2019: $79,226Expenses 2019: $68,591Net Income 2019: $10,6352019Revenue 2020: $39,964Expenses 2020: $17,475Net Income 2020: $22,4892020Revenue 2021: $321,793Expenses 2021: $93,261Net Income 2021: $228,5322021Revenue 2022: -$184,658Expenses 2022: $94,769Net Income 2022: -$279,4272022Revenue 2023: $118,775Expenses 2023: $63,006Net Income 2023: $55,7692023Revenue 2024: $153,912Expenses 2024: $167,012Net Income 2024: -$13,1002024Revenue 2025: $117,695Expenses 2025: $91,077Net Income 2025: $26,6182025

Highlighted filing

2014

Revenue$472,559
Expenses$69,031
Net Income$403,528
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 6, 2014
Return Version
2013v3.1
Gross Receipts
$1,022,133
Mission and Program Overview

Mission

The endowment fund distributes earnings to st joseph catholic academy

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$962,602$1,364,289▲ $401,687
Cash and Non-Interest-Bearing Accounts$4,157$5,998▲ $1,841
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$966,759$1,370,287▲ $403,528
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$966,759$1,370,287▲ $403,528
Total Net Assets Fund Balance$966,759$1,370,287▲ $403,528
Total Liabilities and Net Assets / Fund Balance$966,759$1,370,287▲ $403,528

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$966,759$319,350▲ $153,209-$1,370,287
2012$939,624$400▲ $89,821-$966,759
2011$979,083$100▲ $22,677-$939,624
2010$907,335$955▲ $131,940-$979,083
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
William WhytePresident
Mary KarnesVice President
A James CicchiniDirector
James FrancoisDirector
Jeffrey DavisonDirector
Lisa GroveDirector
Nick InfusinoDirector
Richard ArnesonDirector
Sister Silvia LeonardiDirector
Amy CicchiniSecretary
Kyle VitkusTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$319,350
Program Service Revenue
$0
Investment Income
$153,209
Other Revenue
$0
All Other Contributions
$319,350
Change in Net Assets
$403,528
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$52,084
Other Expenses$16,947
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,084--$52,084
Advertising-$2,500-$2,500
Fees for Services Accounting-$1,302-$1,302
Other Expenses-$92-$92
Office Expenses-$30-$30
Total Functional Expenses$52,084$16,947$0$69,031
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-1091323---$52,084
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
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, Line 11B: Form 990 Review Process

“Treasurer & president reviewed”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
39-1429357

Signing Officer

Name
Kyle Vitkus
Title
Treasurer
Signed
2014-12-06
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
11
Independent Board Members
0
Employees
0

Preparer

Preparer
James D Tirabassi
Phone
2626527000
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IRS990/PYOtherExpensesAmt014412
IRS990/PYRevenuesLessExpensesAmt027135
IRS990/PYTotalExpensesAmt063086
IRS990/PYTotalRevenueAmt090221
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0403528
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0472559
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391091323
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt052084
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ST JOSEPH CATHOLIC ACADEMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt052084
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/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt016947
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0966759
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0319350
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01370287
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt052084
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0153209
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt014412
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0939624
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0400
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0966759
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt048674
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt089821
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt014158
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0979083
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0939624
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt048077
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt022677
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt013448
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0907335
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0955
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0979083
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt047699
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0131940
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt052084
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10ST JOSEPH CATHOLIC ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0391091323
IRS990ScheduleI/RecipientTable/USAddress/AddressLine102401 69TH ST
IRS990ScheduleI/RecipientTable/USAddress/City0KENOSHA
IRS990ScheduleI/RecipientTable/USAddress/State0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode053143
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TREASURER & PRESIDENT REVIEWED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0966759
IRS990/TotalAssetsEOYAmt01370287
IRS990/TotalAssetsGrp/BOYAmt0966759
IRS990/TotalAssetsGrp/EOYAmt01370287
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0319350
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016947
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052084
IRS990/TotalFunctionalExpensesGrp/TotalAmt069031
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0966759
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01370287
IRS990/TotalProgramServiceExpensesAmt052084
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0153209
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0472559
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0966759
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01370287
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,370,287
Liabilities
$0
Net assets
$1,370,287
Revenue
$472,559
Expenses
$69,031
Net income
$403,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.12$0.09$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.15$0.17$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.12$0.06$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.18$0.09$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.32$0.09$0.23
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$0.04$0.02$0.02
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.52$0.00$1.52$0.08$0.07$0.01
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.51$0.00$1.51$0.11$0.07$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$0.15$0.07$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.01$0.07$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.00$1.46$0.16$0.07$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.47$0.07$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.09$0.06$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$0.06
2011Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.13$0.06$0.07