Civic Intelligence

St Joan Antida High School Foundation Ltd

990 • Fiscal year 2013 • EIN 39-1570593

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 29, 2014

Organization ProfileNONE
8560 North 76th PlaceMilwaukee, WI 53223

(414) 354-9233

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

69th percentile

9.5%

Faster asset growth than 69% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$4,060,764

Up $352,216 (+9.5%) from 2012

Net Assets

Up

$4,060,764

Up $352,216 (+9.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin84th percentile

Revenue

$631,463

No earlier filing loaded for comparison.

Expenses

Up

$441,749

Up $302,417 (+217%) from 2012

Net Income

$189,714

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,084,542Liabilities 2010: $0Net Assets 2010: $3,084,5422010Assets 2011: $3,194,208Liabilities 2011: $0Net Assets 2011: $3,194,2082011Assets 2012: $3,708,548Liabilities 2012: $0Net Assets 2012: $3,708,5482012Assets 2013: $4,060,764Liabilities 2013: $0Net Assets 2013: $4,060,7642013Assets 2014: $3,526,365Liabilities 2014: $0Net Assets 2014: $3,526,3652014Assets 2015: $3,151,011Liabilities 2015: $0Net Assets 2015: $3,151,0112015Assets 2016: $2,432,037Liabilities 2016: $0Net Assets 2016: $2,432,0372016Assets 2017: $2,015,210Liabilities 2017: $0Net Assets 2017: $2,015,2102017Assets 2018: $1,540,754Liabilities 2018: $0Net Assets 2018: $1,540,7542018Assets 2019: $1,925,540Liabilities 2019: $0Net Assets 2019: $1,925,5402019Assets 2020: $1,865,248Liabilities 2020: $0Net Assets 2020: $1,865,2482020Assets 2021: $2,118,894Liabilities 2021: $5,751Net Assets 2021: $2,113,1432021Assets 2022: $1,882,090Liabilities 2022: $0Net Assets 2022: $1,882,0902022Assets 2023: $1,841,935Liabilities 2023: $0Net Assets 2023: $1,841,9352023Assets 2024: $2,055,159Liabilities 2024: $0Net Assets 2024: $2,055,1592024

Highlighted filing

2013

Assets$4,060,764
Liabilities$0
Net Assets$4,060,764
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $42,7322010Expenses 2011: $50,4362011Expenses 2012: $139,3322012Revenue 2013: $631,463Expenses 2013: $441,749Net Income 2013: $189,7142013Revenue 2014: $255,384Expenses 2014: $709,921Net Income 2014: -$454,5372014Revenue 2015: $301,932Expenses 2015: $385,464Net Income 2015: -$83,5322015Revenue 2016: $95,226Expenses 2016: $880,203Net Income 2016: -$784,9772016Revenue 2017: $334,703Expenses 2017: $876,269Net Income 2017: -$541,5662017Revenue 2018: $173,532Expenses 2018: $396,215Net Income 2018: -$222,6832018Revenue 2019: $525,770Expenses 2019: $267,711Net Income 2019: $258,0592019Revenue 2020: $119,139Expenses 2020: $267,397Net Income 2020: -$148,2582020Revenue 2021: $7,940Expenses 2021: $18,370Net Income 2021: -$10,4302021Revenue 2022: $86,301Expenses 2022: $20,898Net Income 2022: $65,4032022Revenue 2023: $111,018Expenses 2023: $315,388Net Income 2023: -$204,3702023Revenue 2024: $702,990Expenses 2024: $647,939Net Income 2024: $55,0512024

Highlighted filing

2013

Revenue$631,463
Expenses$441,749
Net Income$189,714
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 29, 2014
Return Version
2013v3.0
Gross Receipts
$3,377,548
Mission and Program Overview

Mission

Provide financial assistance and support to its supported organization st. Joan antida high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,708,548$4,060,764▲ $352,216
Investments in Publicly Traded Securities$3,467,881$3,683,627▲ $215,746
Savings and Temporary Cash Investments$240,667$377,137▲ $136,470
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,708,548$4,060,764▲ $352,216
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,708,548$4,060,764▲ $352,216
Total Liabilities and Net Assets / Fund Balance$3,708,548$4,060,764▲ $352,216

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$3,708,548$113,632▲ $680,333-$4,060,764
2012$3,194,208$242,359▲ $411,313-$3,708,548
2011$3,084,542$271,429▼ $111,327-$3,194,208
2010$2,774,535-▲ $352,739-$3,084,542
2009$2,290,550-▲ $526,031-$2,774,535
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Sr Anne Marie BaemmertPresident/director
Sr Mary Ann CeraVice President/director
Sr Mary Theresa RozgaSecretary/director
Sr Kathleen M LundwallTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$113,632
Program Service Revenue
$0
Investment Income
$517,474
Other Revenue
$357
All Other Contributions
$113,632
Change in Net Assets
$189,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$400,000
Other Expenses$41,749
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$400,000--$400,000
Fees for Services Accounting-$2,800-$2,800
Other Expenses-$20-$20
Total Functional Expenses$400,000$41,749$0$441,749
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-1570748-501(c)(3)Provide Grants to St. Joan Antida High School to Meet Specific Needs$400,000
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
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 11

“A director conducts an initial review of the form 990. Upon approval of the initial review; the form 990 is submitted to the entire governing board which collectively reviews and approves the form 990 during a regularly scheduled board meeting. This meeting generally takes place prior to the filing of the form. The board president conducts the review of the form 990 at the board meeting.”

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

“Each director, principal officer and member of a committee with governing board delegated powers annually signs a statement which affirms such person: a. Has received a copy of the conflict of interest policy. B. Has read and understands the policy c. Has agreed to comply with the policy, and d. Understands the organization is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.”

Form 990, Part VI, Section C, Line 19

“Documents are made available to the public upon request at the organization's business address.”

Filing and Contact Details

Filer

EIN
39-1570593
Phone
4143549233

Signing Officer

Name
Sr Anne Marie Baemmert
Title
President
Phone
4143549233
Signed
2014-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sr Anne Marie Baemmert
Formed
1985
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Preparer
David a Grotkin
Phone
4142717800
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Unrealized gains 162,502.”

Financial Statement Notes

Form 990, Part IV, Line 10

“The organization has and intends to continue to use its endowment funds for operating grants to its supported organization, st. Joan antida high school.”

Raw XML Appendix388 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE FINANCIAL ASSISTANCE AND SUPPORT TO ITS SUPPORTED ORGANIZATION ST. JOAN ANTIDA HIGH SCHOOL
IRS990/AllOtherContributionsAmt0113632
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10SR ANNE MARIE BAEMMERT
IRS990/BooksInCareOfDetail/PhoneNum04143549233
IRS990/BooksInCareOfDetail/USAddress/AddressLine108560 N 76TH PLACE
IRS990/BooksInCareOfDetail/USAddress/City0MILWAUKEE
IRS990/BooksInCareOfDetail/USAddress/State0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode053223
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0113632
IRS990/CYGrantsAndSimilarPaidAmt0400000
IRS990/CYInvestmentIncomeAmt0517474
IRS990/CYOtherExpensesAmt041749
IRS990/CYOtherRevenueAmt0357
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0189714
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0441749
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0631463
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE FINANCIAL ASSISTANCE IN THE FORM OF OPERATING GRANTS TO ITS SUPPORTED ORGANIZATION ST. JOAN ANTIDA HIGH SCHOOL TO MEET SPECIFIC NEEDS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0400000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02800
IRS990/FeesForServicesAccountingGrp/TotalAmt02800
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0SR ANNE MARIE BAEMMERT
IRS990/Form990PartVIISectionAGrp/PersonNm1SR MARY ANN CERA
IRS990/Form990PartVIISectionAGrp/PersonNm2SR MARY THERESA ROZGA
IRS990/Form990PartVIISectionAGrp/PersonNm3SR KATHLEEN M LUNDWALL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER/DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0444539
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt0400000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0400000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0400000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03190624
IRS990/GrossReceiptsAmt03377548
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt072935
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt072935
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03467881
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03683627
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02746085
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE FINANCIAL ASSISTANCE AND SUPPORT TO ITS SUPPORTED ORGANIZATION ST. JOAN ANTIDA HIGH SCHOOL
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03708548
IRS990/NetAssetsOrFundBalancesEOYAmt04060764
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0444539
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0444539
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0162502
IRS990/OtherExpensesGrp/Desc0INVESTMENT ADVISORY FEE
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX WITHHOLDING
IRS990/OtherExpensesGrp/Desc2PROPERTY TAX WITHHOLDIN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt037334
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11595
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt220
IRS990/OtherExpensesGrp/TotalAmt037334
IRS990/OtherExpensesGrp/TotalAmt11595
IRS990/OtherExpensesGrp/TotalAmt220
IRS990/OtherRevenueMiscGrp/BusinessCd0523000
IRS990/OtherRevenueMiscGrp/Desc0SETTLEMENT PROCEEDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0357
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0357
IRS990/OtherRevenueTotalAmt0357
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SR ANNE MARIE BAEMMERT
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0242359
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0100000
IRS990/PYInvestmentIncomeAmt0223971
IRS990/PYOtherExpensesAmt039332
IRS990/PYOtherRevenueAmt0266
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0327264
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0139332
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0466596
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0189714
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03708548
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04060764
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0240667
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0377137
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0391570748
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc02
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0400000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ST JOAN ANTIDA HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0400000
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/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt041749
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03708548
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0113632
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04060764
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0400000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0680333
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt039332
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03194208
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0242359
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03708548
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0100000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0411313
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt035436
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03084542
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0271429
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03194208
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt015000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-111327
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt033192
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02774535
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03084542
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt09540
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0352739
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt028396
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02290550
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02774535
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt013650
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0526031
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS AND INTENDS TO CONTINUE TO USE ITS ENDOWMENT FUNDS FOR OPERATING GRANTS TO ITS SUPPORTED ORGANIZATION, ST. JOAN ANTIDA HIGH SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART IV, LINE 10
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0400000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE GRANTS TO ST. JOAN ANTIDA HIGH SCHOOL TO MEET SPECIFIC NEEDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10ST JOAN ANTIDA HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0391570748
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101341 N CASS ST
IRS990ScheduleI/RecipientTable/USAddress/City0MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/State0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode053202
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SUPPORTED ORGANIZATION, ST. JOAN ANTIDA HIGH SCHOOL, SUBMITS A REQUEST FOR GRANT FUNDS TO THE FOUNDATION. THE FOUNDATION'S BOARD REVIEWS AND APPROVES ALL GRANT REQUESTS. UPON USE OF THE GRANT FUNDS, THE HIGH SCHOOL IS REQUIRED TO REPORT TO THE FOUNDATION HOW THE FUNDS WERE USED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DIRECTOR CONDUCTS AN INITIAL REVIEW OF THE FORM 990. UPON APPROVAL OF THE INITIAL REVIEW; THE FORM 990 IS SUBMITTED TO THE ENTIRE GOVERNING BOARD WHICH COLLECTIVELY REVIEWS AND APPROVES THE FORM 990 DURING A REGULARLY SCHEDULED BOARD MEETING. THIS MEETING GENERALLY TAKES PLACE PRIOR TO THE FILING OF THE FORM. THE BOARD PRESIDENT CONDUCTS THE REVIEW OF THE FORM 990 AT THE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. B. HAS READ AND UNDERSTANDS THE POLICY C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S BUSINESS ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAINS 162,502.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10ST JOAN ANTIDA HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391570748
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPERATION OF A CATHOLIC HIGH SCHOOL IN MILWAUKEE WISCONSIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0A SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine101341 N CASS ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0MILWAUKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode053202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0400000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH AMOUNT PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10SAINT JOAN ANTIDA HIGH SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03708548
IRS990/TotalAssetsEOYAmt04060764
IRS990/TotalAssetsGrp/BOYAmt03708548
IRS990/TotalAssetsGrp/EOYAmt04060764
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0113632
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041749
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0400000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0441749
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03708548
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04060764
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0400000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0517831
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0631463
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03708548
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04060764
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine108560 NORTH 76TH PLACE
IRS990/USAddress/City0MILWAUKEE
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode053223
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SR ANNE MARIE BAEMMERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04143549233
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10SAINT JOAN ANTIDA HIGH SCHOOL FOUNDATION LTD
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0391570593
ReturnHeader/Filer/PhoneNum04143549233
ReturnHeader/Filer/USAddress/AddressLine108560 NORTH 76TH PLACE
ReturnHeader/Filer/USAddress/City0MILWAUKEE
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053223
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390747409
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10REILLY PENNER & BENTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101233 NORTH MAYFAIR ROAD SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0532263255
ReturnHeader/PreparerPersonGrp/PhoneNum04142717800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A GROTKIN
ReturnHeader/ReturnTs02014-05-07T10:52:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,060,764
Liabilities
$0
Net assets
$4,060,764
Revenue
$631,463
Expenses
$441,749
Net income
$189,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.70$0.65$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.11$0.32$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.09$0.02$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.01$2.11$0.01$0.02$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$0.12$0.27$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.53$0.27$0.26
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.17$0.40$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.33$0.88$0.54
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$0.00$2.43$0.10$0.88$0.78
2015Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.30$0.39$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.26$0.71$0.45
2013Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.63$0.44$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$0.00$3.71$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.19$0.00$3.19$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.00$3.08$0.04