Civic Intelligence

Blessed Sacrament School Endowment Fund Inc.

990 • Fiscal year 2017 • EIN 39-1578001

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Refreshing map…

2116 Hollister AvenueMadison, WI 53726

(608) 233-6155

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

67th percentile

9.5%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

16th percentile

-14%

Faster revenue growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,388,683

Up $120,750 (+9.5%) from 2016

Net Assets

Up

$1,388,683

Up $120,750 (+9.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$92,205

Down $15,444 (-14%) from 2016

Expenses

Up

$56,658

Up $4,872 (+9.4%) from 2016

Net Income

Down

$35,547

Down $20,316 (-36%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $782,715Liabilities 2011: $0Net Assets 2011: $782,7152011Assets 2012: $866,794Liabilities 2012: $0Net Assets 2012: $866,7942012Assets 2013: $1,017,465Liabilities 2013: $0Net Assets 2013: $1,017,4652013Assets 2014: $1,150,210Liabilities 2014: $0Net Assets 2014: $1,150,2102014Assets 2015: $1,149,088Liabilities 2015: $0Net Assets 2015: $1,149,0882015Assets 2016: $1,267,933Liabilities 2016: $0Net Assets 2016: $1,267,9332016Assets 2017: $1,388,683Liabilities 2017: $0Net Assets 2017: $1,388,6832017Assets 2018: $1,132,070Liabilities 2018: $0Net Assets 2018: $1,132,0702018Assets 2019: $1,014,565Liabilities 2019: $0Net Assets 2019: $1,014,5652019Assets 2020: $1,141,476Liabilities 2020: $0Net Assets 2020: $1,141,4762020Assets 2021: $1,562,645Liabilities 2021: $0Net Assets 2021: $1,562,6452021Assets 2022: $1,443,525Liabilities 2022: $0Net Assets 2022: $1,443,5252022Assets 2023: $1,614,124Liabilities 2023: $0Net Assets 2023: $1,614,1242023Assets 2024: $1,779,979Liabilities 2024: $0Net Assets 2024: $1,779,9792024

Highlighted filing

2017

Assets$1,388,683
Liabilities$0
Net Assets$1,388,683

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $46,399Expenses 2011: $40,497Net Income 2011: $5,9022011Revenue 2012: $88,785Expenses 2012: $43,269Net Income 2012: $45,5162012Revenue 2013: $74,177Expenses 2013: $46,644Net Income 2013: $27,5332013Revenue 2014: $115,689Expenses 2014: $45,598Net Income 2014: $70,0912014Revenue 2015: $133,673Expenses 2015: $51,384Net Income 2015: $82,2892015Revenue 2016: $107,649Expenses 2016: $51,786Net Income 2016: $55,8632016Revenue 2017: $92,205Expenses 2017: $56,658Net Income 2017: $35,5472017Revenue 2018: $162,823Expenses 2018: $243,761Net Income 2018: -$80,9382018Revenue 2019: $231,686Expenses 2019: $404,251Net Income 2019: -$172,5652019Revenue 2020: $275,111Expenses 2020: $189,583Net Income 2020: $85,5282020Revenue 2021: $349,605Expenses 2021: $14,042Net Income 2021: $335,5632021Revenue 2022: $156,001Expenses 2022: $97,244Net Income 2022: $58,7572022Revenue 2023: $112,867Expenses 2023: $80,466Net Income 2023: $32,4012023Revenue 2024: $65,982Expenses 2024: $82,626Net Income 2024: -$16,6442024

Highlighted filing

2017

Revenue$92,205
Expenses$56,658
Net Income$35,547
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$277,220
Mission and Program Overview

Mission

Supporting organization of blessed sacrament school in madison, wisconsin.

Support the mission of the blessed sacrament school in madison, wi.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,209,694$1,320,401▲ $110,707
Savings and Temporary Cash Investments$57,833$67,592▲ $9,759
Cash and Non-Interest-Bearing Accounts$406$690▲ $284
Total Assets$1,267,933$1,388,683▲ $120,750
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,267,933$1,388,683▲ $120,750
Total Net Assets Fund Balance$1,267,933$1,388,683▲ $120,750
Total Liabilities and Net Assets / Fund Balance$1,267,933$1,388,683▲ $120,750

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,267,933$16,248▲ $161,160-$1,388,683
2016$1,149,088$39,666▲ $130,965-$1,267,933
2015$1,150,210$78,692▼ $28,430-$1,149,088
2014$1,017,465$64,531▲ $113,812-$1,150,210
2013$866,794$20,035▲ $177,280-$1,017,465
Compensation and Service Providers

Board Members and Trustees

NameTitle
Eric PollockPresident
Elizabeth FirstVice President
Amy ChildsDirector
Fr Andrew Mcalpin OpDirector
Steve CastrogiovanniDirector
Greg GisiSecretary
Joseph BoucherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,248
Program Service Revenue
$0
Investment Income
$75,957
Other Revenue
$0
All Other Contributions
$16,248
Change in Net Assets
$35,547
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,000
Other Expenses$11,658
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,000--$45,000
Fees for Service Investment Mgmnt Fees-$11,658-$11,658
Total Functional Expenses$45,000$11,658$0$56,658
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Blessed Sacrament SchoolMadison, WI501(c)(3)General Support$45,000
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 A, Line 8B

The organization does not have any committees with authority to act on behalf of the governing body.

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

The 990 return is reviewed by the treasurer before the return if filed with the irs.

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

The foundation's conflict of interest policy covers all directors and volunteers. In connection with any actual or possible conflict of interest, the person must disclose all material facts to the board of directors. The person cannot be present during the meeting while the determination of a conflict of interest is discussed and voted upon. If a conflict that may affect the daily or long-term operations of the foundation is identified, either the conflict is removed or the person is asked to no longer serve in such capacity. To ensure the foundation operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, each director must annually sign a statement that affirms that such person has received a copy of the conflict of interest policy, has read and understands the policy, and has agreed to comply with the policy.

Form 990, Part VI, Section C, Line 19

The foundation makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Blessed Sacrament School Endowment
EIN
39-1578001
Phone
6082336155
Address
2116 HOLLISTER AVENUE, MADISON, WI 53726

Signing Officer

Name
Joseph Boucher
Title
Treasurer
Phone
6082336155
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Boucher
Formed
1987
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
4

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Michael W Steinl CPA
Phone
6082744020
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The endowment fund provided financial support to blessed sacrament school in madison, wisconsin.

Raw XML Appendix379 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/ActivityOrMissionDesc0SUPPORT THE MISSION OF THE BLESSED SACRAMENT SCHOOL IN MADISON, WI.
IRS990/AllOtherContributionsAmt016248
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0JOSEPH BOUCHER
IRS990/BooksInCareOfDetail/PhoneNum06082336155
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02116 HOLLISTER AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053726
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0406
IRS990/CashNonInterestBearingGrp/EOYAmt0690
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt016248
IRS990/CYGrantsAndSimilarPaidAmt045000
IRS990/CYInvestmentIncomeAmt075957
IRS990/CYOtherExpensesAmt011658
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt035547
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt056658
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt092205
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ENDOWMENT FUND PROVIDED FINANCIAL SUPPORT TO BLESSED SACRAMENT SCHOOL IN MADISON, WISCONSIN.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt045000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt011658
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011658
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0ERIC POLLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm1ELIZABETH FIRST
IRS990/Form990PartVIISectionAGrp/PersonNm2GREG GISI
IRS990/Form990PartVIISectionAGrp/PersonNm3JOSEPH BOUCHER
IRS990/Form990PartVIISectionAGrp/PersonNm4FR ANDREW MCALPIN OP
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVE CASTROGIOVANNI
IRS990/Form990PartVIISectionAGrp/PersonNm6AMY CHILDS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt053302
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt045000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt045000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt045000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0238317
IRS990/GrossReceiptsAmt0277220
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt022655
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022655
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01209694
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01320401
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0185015
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORTING ORGANIZATION OF BLESSED SACRAMENT SCHOOL IN MADISON, WISCONSIN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01267933
IRS990/NetAssetsOrFundBalancesEOYAmt01388683
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt053302
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt053302
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt085203
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOSEPH BOUCHER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt039666
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt040000
IRS990/PYInvestmentIncomeAmt067983
IRS990/PYOtherExpensesAmt011786
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt055863
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt051786
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0107649
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt035547
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt057833
IRS990/SavingsAndTempCashInvstGrp/EOYAmt067592
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0390813395
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt045000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BLESSED SACRAMENT SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt045000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt011658
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01267933
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt016248
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01388683
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt045000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0161160
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt011786
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01149088
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt039666
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01267933
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt040000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0130965
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt011384
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01150210
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt078692
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01149088
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt040000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-28430
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt010598
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01017465
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt064531
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01150210
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt035000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0113812
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt09144
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0866794
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt020035
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01017465
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt037500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0177280
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND PROVIDED FINANCIAL SUPPORT TO BLESSED SACRAMENT SCHOOL IN MADISON, WISCONSIN.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt045000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BLESSED SACRAMENT SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0390813395
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02116 HOLLISTER AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MADISON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053726
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS APPROVES AN ANNUAL CONTRIBUTION TO THE BLESSED SACRAMENT SCHOOL BASED ON THE NEEDS OF THE SCHOOL AND PERFORMANCE OF THE FOUNDATION'S INVESTMENT PORTFOLIO. THE USE OF FUNDS IS NOT MONITORED ONCE GRANT FUNDS ARE DISBURSED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 RETURN IS REVIEWED BY THE TREASURER BEFORE THE RETURN IF FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION'S CONFLICT OF INTEREST POLICY COVERS ALL DIRECTORS AND VOLUNTEERS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE PERSON MUST DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS. THE PERSON CANNOT BE PRESENT DURING THE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. IF A CONFLICT THAT MAY AFFECT THE DAILY OR LONG-TERM OPERATIONS OF THE FOUNDATION IS IDENTIFIED, EITHER THE CONFLICT IS REMOVED OR THE PERSON IS ASKED TO NO LONGER SERVE IN SUCH CAPACITY. TO ENSURE THE FOUNDATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, EACH DIRECTOR MUST ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01267933
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01388683
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01267933
IRS990/TotalAssetsEOYAmt01388683
IRS990/TotalAssetsGrp/BOYAmt01267933
IRS990/TotalAssetsGrp/EOYAmt01388683
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt016248
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011658
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045000
IRS990/TotalFunctionalExpensesGrp/TotalAmt056658
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01267933
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01388683
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt045000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt075957
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092205
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01267933
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01388683
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02116 HOLLISTER AVENUE
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053726
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH BOUCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06082336155
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BLESSED SACRAMENT SCHOOL ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0BLES
ReturnHeader/Filer/EIN0391578001
ReturnHeader/Filer/PhoneNum06082336155
ReturnHeader/Filer/USAddress/AddressLine1Txt02116 HOLLISTER AVENUE
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053726
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId050C9C09D56ED613F9D7879BDC11063DCF385CB9F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B169A553E6FC674180C4B0C62460B1C0CC916730
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.222.124.178
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:12:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL W STEINL CPA
ReturnHeader/ReturnTs02018-11-15T18:15:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.00$1.78$0.07$0.08$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.00$1.61$0.11$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.16$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.35$0.01$0.34
2020Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.28$0.19$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.23$0.40$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.16$0.24$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.09$0.06$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.11$0.05$0.06
2015Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.13$0.05$0.08
2014Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.12$0.05$0.07
2013Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$0.07$0.05$0.03
2012Summary only. Only limited summary data is available for this year.$0.87$0.00$0.87$0.09$0.04$0.05
2011Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.05$0.04$0.01