Civic Intelligence

St Joan Antida High School Foundation Ltd

990 • Fiscal year 2023 • EIN 39-1570593

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 18, 2024

Organization ProfileNONE
8560 N 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

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

2nd percentile

-184%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

29th percentile

-2.1%

Faster asset growth than 29% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

29%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,841,935

Down $40,155 (-2.1%) from 2022

Net Assets

Down

$1,841,935

Down $40,155 (-2.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin2nd percentile

Revenue

Up

$111,018

Up $24,717 (+29%) from 2022

Expenses

Up

$315,388

Up $294,490 (+1409%) from 2022

Net Income

Down

-$204,370

Down $269,773 (-412%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2023

Assets$1,841,935
Liabilities$0
Net Assets$1,841,935
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

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

2023

Revenue$111,018
Expenses$315,388
Net Income-$204,370
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 18, 2024
Return Version
2023v5.1
Gross Receipts
$649,316
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$1,882,090$1,841,935▼ $40,155
Investments in Publicly Traded Securities$1,678,480$1,798,732▲ $120,252
Savings and Temporary Cash Investments$203,610$43,203▼ $160,407
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,882,090$1,841,935▼ $40,155
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,882,090$1,841,935▼ $40,155
Total Liabilities and Net Assets / Fund Balance$1,882,090$1,841,935▼ $40,155

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,882,090$39,788▲ $235,444-$1,841,934
2022$2,113,143$75,200▼ $285,355-$1,882,090
2021$1,865,248$2,500▲ $263,765-$2,113,143
2020$1,925,540$58,667▲ $148,438-$1,865,248
2019$1,540,754$388,216▲ $264,281-$1,925,540
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Sr Mary Theresa RozgaPresident/director
Sr Mary Ann CeraVice President/director
Sr Alice ThepouthaySecretary/director
Sr Kathleen M LundwallTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$39,788
Program Service Revenue
$0
Investment Income
$71,230
Other Revenue
$0
All Other Contributions
$39,788
Change in Net Assets
$-204,370
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$299,000
Other Expenses$16,388
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$299,000--$299,000
Fees for Service Investment Mgmnt Fees-$15,529-$15,529
Other Expenses-$218-$218
Total Functional Expenses$299,000$16,388$0$315,388
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Joan Antida High SchoolMilwaukee, WI501(c)(3)Provide Grants to St. Joan Antida High School to Meet Specific Needs$299,000
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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

“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

Filer Name
St Joan Antida High School Foundation
EIN
39-1570593
Phone
4143549233
Address
8560 N 76TH PLACE, MILWAUKEE, WI 53223

Signing Officer

Name
Sr Mary Theresa Rozga
Title
President
Phone
4143549233
Signed
2024-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sr Mary Theresa Rozga
Formed
1985
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Brad M Voght
Phone
4142717800
Supplemental Narrative

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 AppendixShowing 400 of 403 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1NO OTHER SUPPORT WAS PROVIDED TO THE SUPPORTED ORGANIZATION BESIDES MONETARY SUPPORT.
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01865248
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0250000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0148438
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt017711
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01540754
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0388216
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01925540
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0250000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0264281
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
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE GRANTS TO ST. JOAN ANTIDA HIGH SCHOOL TO MEET SPECIFIC NEEDS
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IRS990ScheduleI/RecipientTable/RecipientEIN0391570748
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053202
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/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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPERATION OF A CATHOLIC HIGH SCHOOL IN MILWAUKEE WISCONSIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0A SCHOOL
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IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0299000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH AMOUNT PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SAINT JOAN ANTIDA HIGH SCHOOL
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IRS990ScheduleR/TransferFromOtherOrgInd00
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IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0299000
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
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ReturnHeader/ReturnTs02024-06-27T13:15:42-05:00
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARY THERESA ROZGA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,841,935
Liabilities
$0
Net assets
$1,841,935
Revenue
$111,018
Expenses
$315,388
Net income
-$204,370
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
2023Detailed filing. Detailed filing data is available for this year.$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
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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