Civic Intelligence

St Josaphat Basilica Foundation Inc

990 • Fiscal year 2015 • EIN 39-1688080

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

Organization ProfileWWW.THEBASILICA.ORG
620 West Lincoln AvenueMilwaukee, WI 53215

(414) 902-3524

Siviq Scores

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

Liabilities / Assets

60th percentile

0.19x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

67th percentile

0.26x

Higher debt load relative to revenue than 67% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

94th percentile

73%

Faster asset growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

92nd percentile

75%

Faster revenue growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$1,390,623

Up $587,885 (+73%) from 2014

Net Assets

Up

$1,119,965

Up $606,126 (+118%) from 2014

Liabilities

Down

$270,658

Down $18,241 (-6.3%) from 2014

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin94th percentile

Revenue

Up

$1,021,993

Up $436,800 (+75%) from 2014

Expenses

Up

$415,867

Up $115,171 (+38%) from 2014

Net Income

Up

$606,126

Up $321,629 (+113%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $425,053Liabilities 2010: $338,995Net Assets 2010: $86,0582010Assets 2011: $1,022,183Liabilities 2011: $353,067Net Assets 2011: $669,1162011Assets 2012: $617,441Liabilities 2012: $303,624Net Assets 2012: $313,8172012Assets 2013: $610,464Liabilities 2013: $381,122Net Assets 2013: $229,3422013Assets 2014: $802,738Liabilities 2014: $288,899Net Assets 2014: $513,8392014Assets 2015: $1,390,623Liabilities 2015: $270,658Net Assets 2015: $1,119,9652015Assets 2016: $1,024,775Liabilities 2016: $260,812Net Assets 2016: $763,9632016Assets 2017: $1,215,188Liabilities 2017: $263,302Net Assets 2017: $951,8862017Assets 2018: $1,327,898Liabilities 2018: $462,792Net Assets 2018: $865,1062018Assets 2019: $465,693Liabilities 2019: $262,024Net Assets 2019: $203,6692019Assets 2020: $480,866Liabilities 2020: $245,894Net Assets 2020: $234,9722020Assets 2021: $597,471Liabilities 2021: $222,086Net Assets 2021: $375,3852021Assets 2022: $673,295Liabilities 2022: $174,190Net Assets 2022: $499,1052022Assets 2023: $754,227Liabilities 2023: $161,975Net Assets 2023: $592,2522023Assets 2024: $808,773Liabilities 2024: $356,699Net Assets 2024: $452,0742024

Highlighted filing

2015

Assets$1,390,623
Liabilities$270,658
Net Assets$1,119,965
Open 2015 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $246,2862010Revenue 2011: $1,006,603Expenses 2011: $423,545Net Income 2011: $583,0582011Expenses 2012: $1,134,2952012Revenue 2013: $393,684Expenses 2013: $478,159Net Income 2013: -$84,4752013Revenue 2014: $585,193Expenses 2014: $300,696Net Income 2014: $284,4972014Revenue 2015: $1,021,993Expenses 2015: $415,867Net Income 2015: $606,1262015Revenue 2016: $675,996Expenses 2016: $1,031,998Net Income 2016: -$356,0022016Revenue 2017: $410,986Expenses 2017: $223,063Net Income 2017: $187,9232017Revenue 2018: $844,768Expenses 2018: $883,874Net Income 2018: -$39,1062018Revenue 2019: $342,779Expenses 2019: $1,061,162Net Income 2019: -$718,3832019Revenue 2020: $336,871Expenses 2020: $318,911Net Income 2020: $17,9602020Revenue 2021: $430,521Expenses 2021: $291,583Net Income 2021: $138,9382021Revenue 2022: $463,608Expenses 2022: $357,535Net Income 2022: $106,0732022Revenue 2023: $526,193Expenses 2023: $431,149Net Income 2023: $95,0442023Revenue 2024: $629,451Expenses 2024: $770,660Net Income 2024: -$141,2092024

Highlighted filing

2015

Revenue$1,021,993
Expenses$415,867
Net Income$606,126
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$1,021,993
Mission and Program Overview

Mission

The foundation has the responsibility of carrying out the historical preservation of the basilica of st. Josaphat. The goal is to provide perpetual restoration & improvements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$559,948$819,743▲ $259,795
Savings and Temporary Cash Investments$144,367$426,420▲ $282,053
Pledges and Grants Receivable$98,101$137,430▲ $39,329
Prepaid Expenses and Deferred Charges-$5,988-
Land, Buildings, and Equipment, Net$310$1,042▲ $732
Accounts Receivable$12--
Total Assets$802,738$1,390,623▲ $587,885
Liabilities
Mortgage Notes Payable Secured by Investment Property$274,100$262,469▼ $11,631
Accounts Payable and Accrued Expenses$13,999$6,389▼ $7,610
Deferred Revenue$800$1,800▲ $1,000
Total Liabilities$288,899$270,658▼ $18,241
Net Assets / Fund Balance
Temporarily Rstr Net Assets$423,588$1,007,278▲ $583,690
Unrestricted Net Assets$89,751$112,187▲ $22,436
Permanently Rstr Net Assets$500$500→ $0
Total Net Assets Fund Balance$513,839$1,119,965▲ $606,126
Total Liabilities and Net Assets / Fund Balance$802,738$1,390,623▲ $587,885
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Mark RohlfingChairman
Susan a RabePresident &
James HughesVice Chair
Bartholomew F ReuterDirector
C J KrawczykDirector
Claude KrawczykDirector
Fr Michael GlastetterDirector
Frmichael ZielkeDirector
John GroganDirector
John RodellDirector
Mary HughesDirector
Peter KlebbaDirector
Rev Javier BustosDirector
Robert GundersonDirector
Steven Trinkl MdDirector
Christine R SchuellerCorp Secreta
John RozgaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,022,220
Program Service Revenue
$0
Investment Income
$-227
Other Revenue
$0
All Other Contributions
$1,022,220
Change in Net Assets
$606,126

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,021,993
Total Revenue per Audited Statements
$1,021,993
Total Revenue per Form 990
$1,021,993
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$291,612
Total Fundraising Expense$263,964
Salaries, Compensation, and Employee Benefits$124,255
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$17,853$26,780$133,898$178,531
Other Salaries and Wages$10,447$15,670$78,352$104,469
Office Expenses$318$3,795$18,967$23,080
Advertising$3,232$1,639$9,785$14,656
Occupancy$13,800--$13,800
Other Employee Benefits$1,180$1,769$8,846$11,795
Interest$9,910$1,101-$11,011
Payroll Taxes$799$1,199$5,993$7,991
Insurance-$2,854$951$3,805
Information Technology-$2,031$870$2,901
All Other Expenses-$2,599$215$2,814
Other Expenses$2,616$2,677$1,087$2,677
Travel-$142$1,000$1,142
Fees for Service Investment Mgmnt Fees-$1,102-$1,102
Conferences and Meetings-$875-$875
Depreciation Depletion$163$163-$326
Total Functional Expenses$84,457$67,446$263,964$415,867

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$415,867
Total Expenses per Audited Statements$415,867
Total Expenses per Form 990$415,867
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The foundations tax return is prepared by an independent accounting firm, that is different from the accounting firm whom completed the audit. Once the tax return preparation is completed, the treasurer and executive director are provided copies of the tax return for review, prior to them submitting copies of the tax return to the board of directors for approval. The tax return is then filed only after it has been approved by the board.”

Form 990, Page 6, Part VI, Line 19

“The foundations governing documents and financial statements, like the form 990 tax return, are available for public inspection upon request”

Filing and Contact Details

Filer

Filer Name
St Josaphat Basilica Foundation Inc
EIN
39-1688080
Phone
4149023524
Address
620 WEST LINCOLN AVENUE, MILWAUKEE, WI 53215

Signing Officer

Name
John Rozga
Title
Treasurer
Phone
4146715200
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan a Rabe
Voting Board Members
16
Independent Board Members
15
Employees
2

Preparer

Firm
Stark Yager Ltd
Address
7281 S 76TH ST, FRANKLIN, WI 53132-9041
Preparer
Jason C Stark
Phone
4144257760
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional fees 17,853 26,780 133,898”

Raw XML AppendixShowing 400 of 428 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt013999
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06389
IRS990/AccountsReceivableGrp/BOYAmt012
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE FOUNDATION HAS THE RESPONSIBILITY OF CARRYING OUT THE HISTORICAL PRESERVATION OF THE BASILICA OF ST. JOSAPHAT. THE GOAL IS TO PROVIDE PERPETUAL RESTORATION & IMPROVEMENTS.
IRS990/AdvertisingGrp/FundraisingAmt09785
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01639
IRS990/AdvertisingGrp/ProgramServicesAmt03232
IRS990/AdvertisingGrp/TotalAmt014656
IRS990/AllOtherContributionsAmt01022220
IRS990/AllOtherExpensesGrp/FundraisingAmt0215
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02599
IRS990/AllOtherExpensesGrp/TotalAmt02814
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0SUSAN A RABE
IRS990/BooksInCareOfDetail/PhoneNum04149023524
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0620 WEST LINCOLN AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053215
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0559948
IRS990/CashNonInterestBearingGrp/EOYAmt0819743
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0875
IRS990/ConferencesMeetingsGrp/TotalAmt0875
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01022220
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-227
IRS990/CYOtherExpensesAmt0291612
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0606126
IRS990/CYSalariesCompEmpBnftPaidAmt0124255
IRS990/CYTotalExpensesAmt0415867
IRS990/CYTotalFundraisingExpenseAmt0263964
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01021993
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0800
IRS990/DeferredRevenueGrp/EOYAmt01800
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0163
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0163
IRS990/DepreciationDepletionGrp/TotalAmt0326
IRS990/Desc0THE FOUNDATION MADE DIRECT PAYMENTS OF RENOVATION AND MAINTENANCE COSTS FOR THE BASILICA ON BEHALF OF THE FRANCISCAN FATHERS MINOR CONVENTUAL OF ST. JOSAPHAT CHURCH, WHICH OWNS THE BASILICA.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt024242
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/FundraisingAmt0133898
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt026780
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt017853
IRS990/FeesForServicesOtherGrp/TotalAmt0178531
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01102
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01102
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0MARK ROHLFING
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES HUGHES
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN ROZGA
IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN A RABE
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT GUNDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN GROGAN
IRS990/Form990PartVIISectionAGrp/PersonNm6BARTHOLOMEW F REUTER
IRS990/Form990PartVIISectionAGrp/PersonNm7PETER KLEBBA
IRS990/Form990PartVIISectionAGrp/PersonNm8FR MICHAEL GLASTETTER
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN RODELL
IRS990/Form990PartVIISectionAGrp/PersonNm10C J KRAWCZYK
IRS990/Form990PartVIISectionAGrp/PersonNm11MARY HUGHES
IRS990/Form990PartVIISectionAGrp/PersonNm12STEVEN TRINKL MD
IRS990/Form990PartVIISectionAGrp/PersonNm13CLAUDE KRAWCZYK
IRS990/Form990PartVIISectionAGrp/PersonNm14FRMICHAEL ZIELKE
IRS990/Form990PartVIISectionAGrp/PersonNm15REV JAVIER BUSTOS
IRS990/Form990PartVIISectionAGrp/PersonNm16CHRISTINE R SCHUELLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT &
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CORP SECRETA
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01021993
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0870
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02031
IRS990/InformationTechnologyGrp/TotalAmt02901
IRS990/InsuranceGrp/FundraisingAmt0951
IRS990/InsuranceGrp/ManagementAndGeneralAmt02854
IRS990/InsuranceGrp/TotalAmt03805
IRS990/InterestGrp/ManagementAndGeneralAmt01101
IRS990/InterestGrp/ProgramServicesAmt09910
IRS990/InterestGrp/TotalAmt011011
IRS990/InvestmentIncomeGrp/ExclusionAmt0-227
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-227
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011619
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0310
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01042
IRS990/LandBldgEquipCostOrOtherBssAmt012661
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION HAS THE RESPONSIBILITY OF CARRYING OUT THE HISTORICAL PRESERVATION OF THE BASILICA OF ST. JOSAPHAT. THE GOAL IS TO PROVIDE PERPETUAL RESTORATION & IMPROVEMENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0274100
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0262469
IRS990/NetAssetsOrFundBalancesBOYAmt0513839
IRS990/NetAssetsOrFundBalancesEOYAmt01119965
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt013800
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt013800
IRS990/OccupancyGrp/TotalAmt013800
IRS990/OfficeExpensesGrp/FundraisingAmt018967
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03795
IRS990/OfficeExpensesGrp/ProgramServicesAmt0318
IRS990/OfficeExpensesGrp/TotalAmt023080
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08846
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01769
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01180
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011795
IRS990/OtherExpensesGrp/Desc0BASILICA PRESERVATION
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt04000
IRS990/OtherExpensesGrp/FundraisingAmt11087
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01419
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11631
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22677
IRS990/OtherExpensesGrp/ProgramServicesAmt024139
IRS990/OtherExpensesGrp/ProgramServicesAmt12616
IRS990/OtherExpensesGrp/TotalAmt024139
IRS990/OtherExpensesGrp/TotalAmt18035
IRS990/OtherExpensesGrp/TotalAmt22718
IRS990/OtherExpensesGrp/TotalAmt32677
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt078352
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015670
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt010447
IRS990/OtherSalariesAndWagesGrp/TotalAmt0104469
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt05993
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01199
IRS990/PayrollTaxesGrp/ProgramServicesAmt0799
IRS990/PayrollTaxesGrp/TotalAmt07991
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0500
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0500
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt098101
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0137430
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05988
IRS990/PrincipalOfficerNm0SUSAN A RABE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION INCURRED EXPENSES ON BEHALF OF CARRYING OUT THE HISTORICAL PRESERVATION AND COMMUNITY EDUCATION/AWARENESS OF THE BASILICA OF ST. JOSAPHAT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt060215
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0570668
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt014525
IRS990/PYOtherExpensesAmt0186538
IRS990/PYRevenuesLessExpensesAmt0284497
IRS990/PYSalariesCompEmpBnftPaidAmt0114158
IRS990/PYTotalExpensesAmt0300696
IRS990/PYTotalRevenueAmt0585193
IRS990/ReconcilationRevenueExpnssAmt0606126
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0144367
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0426420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01022220
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0585193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0393684
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0778585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01005409
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03785091
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0-227
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014525
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01804
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0411
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01194
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017707
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95690
IRS990ScheduleA/PublicSupportPY170Pct00.91970
IRS990ScheduleA/PublicSupportTotal170Amt03638987
IRS990ScheduleA/SubstantialContributorsTotAmt0146104
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01022220
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0585193
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0393684
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0778585
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01005409
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03785091
IRS990ScheduleA/TotalSupportAmt03802798
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0415867
IRS990ScheduleD/RevenueSubtotalAmt01021993
IRS990ScheduleD/TotalExpensesPerForm990Amt0415867
IRS990ScheduleD/TotalRevenuePerForm990Amt01021993
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01021993
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0415867
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATIONS TAX RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, THAT IS DIFFERENT FROM THE ACCOUNTING FIRM WHOM COMPLETED THE AUDIT. ONCE THE TAX RETURN PREPARATION IS COMPLETED, THE TREASURER AND EXECUTIVE DIRECTOR ARE PROVIDED COPIES OF THE TAX RETURN FOR REVIEW, PRIOR TO THEM SUBMITTING COPIES OF THE TAX RETURN TO THE BOARD OF DIRECTORS FOR APPROVAL. THE TAX RETURN IS THEN FILED ONLY AFTER IT HAS BEEN APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS, LIKE THE FORM 990 TAX RETURN, ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROFESSIONAL FEES 17,853 26,780 133,898
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0423588
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01007278
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0802738
IRS990/TotalAssetsEOYAmt01390623
IRS990/TotalAssetsGrp/BOYAmt0802738
IRS990/TotalAssetsGrp/EOYAmt01390623
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01022220
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0263964
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt067446
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt084457
IRS990/TotalFunctionalExpensesGrp/TotalAmt0415867
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0288899
IRS990/TotalLiabilitiesEOYAmt0270658
IRS990/TotalLiabilitiesGrp/BOYAmt0288899
IRS990/TotalLiabilitiesGrp/EOYAmt0270658
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0513839
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01119965
IRS990/TotalProgramServiceExpensesAmt084457
IRS990/TotalRevenueGrp/ExclusionAmt0-227
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01021993
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0802738
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01390623
IRS990/TravelGrp/FundraisingAmt01000
IRS990/TravelGrp/ManagementAndGeneralAmt0142
IRS990/TravelGrp/TotalAmt01142
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt089751
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0112187
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0620 W LINCOLN AVENUE
IRS990/USAddress/CityNm0MILWAUKEE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053215
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.THEBASILICA.ORG
IRS990/WhistleblowerPolicyInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,390,623
Liabilities
$270,658
Net assets
$1,119,965
Revenue
$1,021,993
Expenses
$415,867
Net income
$606,126
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.36$0.45$0.63$0.77$0.14
2023Detailed filing. Detailed filing data is available for this year.$0.75$0.16$0.59$0.53$0.43$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.17$0.50$0.46$0.36$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.22$0.38$0.43$0.29$0.14
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.25$0.23$0.34$0.32$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.26$0.20$0.34$1.06$0.72
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.46$0.87$0.84$0.88$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.26$0.95$0.41$0.22$0.19
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.26$0.76$0.68$1.03$0.36
2015Detailed filing. Detailed filing data is available for this year.$1.39$0.27$1.12$1.02$0.42$0.61
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.29$0.51$0.59$0.30$0.28
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.38$0.23$0.39$0.48$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.30$0.31$1.13
2011Summary only. Only limited summary data is available for this year.$1.02$0.35$0.67$1.01$0.42$0.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.34$0.09$0.25