Civic Intelligence

St Joseph School Foundation Inc

EIN 43-1583245 • 501(c)3 • Salisbury, MO

Profile

To help provide Catholic education for anyone who desires it.

P O Box 66Salisbury, MO 65281-0066

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

55th percentile

5.4%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

2.5%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,135,277

Up $160,848 (+5.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,135,277

Up $160,848 (+5.4%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin69th percentile

Revenue

Up

$174,572

Up $4,252 (+2.5%) from 2023

Expenses

Down

$146,501

Down $89,523 (-38%) from 2023

Net Income

Up

$28,071

Up $93,775 (+143%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $1,536,865Liabilities 2012: $0Net Assets 2012: $1,536,8652012Assets 2013: $1,571,737Liabilities 2013: $0Net Assets 2013: $1,571,7372013Assets 2014: $1,635,214Liabilities 2014: $0Net Assets 2014: $1,635,2142014Assets 2015: $1,834,556Liabilities 2015: $0Net Assets 2015: $1,834,5562015Assets 2016: $1,890,094Liabilities 2016: $0Net Assets 2016: $1,890,0942016Assets 2017: $3,523,798Liabilities 2017: $0Net Assets 2017: $3,523,7982017Assets 2018: $3,646,320Liabilities 2018: $0Net Assets 2018: $3,646,3202018Assets 2019: $3,686,953Liabilities 2019: $0Net Assets 2019: $3,686,9532019Assets 2020: $2,642,047Liabilities 2020: $0Net Assets 2020: $2,642,0472020Assets 2021: $3,145,873Liabilities 2021: $0Net Assets 2021: $3,145,8732021Assets 2022: $3,069,488Liabilities 2022: $0Net Assets 2022: $3,069,4882022Assets 2023: $2,974,429Liabilities 2023: $0Net Assets 2023: $2,974,4292023Assets 2024: $3,135,277Liabilities 2024: $0Net Assets 2024: $3,135,2772024

Highlighted filing

2024

Assets$3,135,277
Liabilities$0
Net Assets$3,135,277
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2012: $121,901Expenses 2012: $59,627Net Income 2012: $62,2742012Revenue 2013: $77,305Expenses 2013: $42,433Net Income 2013: $34,8722013Revenue 2014: $73,283Expenses 2014: $37,786Net Income 2014: $35,4972014Revenue 2015: $363,441Expenses 2015: $149,988Net Income 2015: $213,4532015Revenue 2016: $97,715Expenses 2016: $49,418Net Income 2016: $48,2972016Revenue 2017: $1,644,789Expenses 2017: $93,429Net Income 2017: $1,551,3602017Revenue 2018: $242,887Expenses 2018: $99,078Net Income 2018: $143,8092018Revenue 2019: $165,909Expenses 2019: $220,792Net Income 2019: -$54,8832019Revenue 2020: $227,003Expenses 2020: $997,420Net Income 2020: -$770,4172020Revenue 2021: $160,251Expenses 2021: $151,073Net Income 2021: $9,1782021Revenue 2022: $325,053Expenses 2022: $178,698Net Income 2022: $146,3552022Revenue 2023: $170,320Expenses 2023: $236,024Net Income 2023: -$65,7042023Revenue 2024: $174,572Expenses 2024: $146,501Net Income 2024: $28,0712024

Highlighted filing

2024

Revenue$174,572
Expenses$146,501
Net Income$28,071
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,135,277
Liabilities
$0
Net assets
$3,135,277
Revenue
$174,572
Expenses
$146,501
Net income
$28,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.17$0.15$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.17$0.24$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.33$0.18$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.16$0.15$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.23$1.00$0.77
2019Summary only. Only limited summary data is available for this year.$3.69$0.00$3.69$0.17$0.22$0.05
2018Summary only. Only limited summary data is available for this year.$3.65$0.00$3.65$0.24$0.10$0.14
2017Summary only. Only limited summary data is available for this year.$3.52$0.00$3.52$1.64$0.09$1.55
2016Summary only. Only limited summary data is available for this year.$1.89$0.00$1.89$0.10$0.05$0.05
2015Summary only. Only limited summary data is available for this year.$1.83$0.00$1.83$0.36$0.15$0.21
2014Summary only. Only limited summary data is available for this year.$1.64$0.00$1.64$0.07$0.04$0.04
2013Summary only. Only limited summary data is available for this year.$1.57$0.00$1.57$0.08$0.04$0.03
2012Summary only. Only limited summary data is available for this year.$1.54$0.00$1.54$0.12$0.06$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 13, 2024
Return Version
2023v5.1
Gross Receipts
$174,572
Mission and Program Overview

Mission

To help provide Catholic education for anyone who desires it.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,659,897$2,880,051▲ $220,154
Savings and Temporary Cash Investments$314,532$255,226▼ $59,306
Total Assets$2,974,429$3,135,277▲ $160,848
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,919,429$3,105,277▲ $185,848
Net Assets With Donor Restrictions$55,000$30,000▼ $25,000
Total Net Assets Fund Balance$2,974,429$3,135,277▲ $160,848
Total Liabilities and Net Assets / Fund Balance$2,974,429$3,135,277▲ $160,848
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Daniel RolingPresident
Carla FitzgeraldDirector
Gail ZemerickDirector
Diane BennettSecretary
Robert SturmTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$31,459
Program Service Revenue
$0
Investment Income
$143,113
Other Revenue
$0
All Other Contributions
$10,464
Change in Net Assets
$28,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$142,150
Other Expenses$4,351
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$141,650--$141,650
Insurance$0$2,789$0$2,789
Other Expenses$0$961$0$961
Office Expenses$0$601$0$601
Grants to Domestic Individuals$500--$500
Total Functional Expenses$142,150$4,351$0$146,501
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Joseph Catholic SchoolSalisbury, MO-see part IV$116,650
St Joseph ChurchSalisbury, MO-Assist with church restoration$25,000
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
Backup withholding compliance
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
Filing and Contact Details

Filer

Filer Name
St Joseph School Foundation Inc
EIN
43-1583245
Phone
6606769617
Address
P O Box 66, Salisbury, MO 65281-0066

Signing Officer

Name
Daniel Roling
Title
President
Phone
6606769617
Signed
2024-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Roling
Formed
1993
Legal Domicile
Mo
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
25

Preparer

Firm
Lois a Duncan CPA LLC
Address
225 S BROADWAY, SALISBURY, MO 65281
Preparer
W David Sturm
Phone
6603886776
Supplemental Narrative

Additional Explanations

Other

“Ln 9 - None in this year”

Pt VI, Line 6

“Members”

Pt VI, Line 7A

“Members elect one board member each year”

Pt VI, Line 11B

“Each board member is to review return. If there are any questions or comments, the entire board addresses them.”

Pt VI, Line 15A

“No compensation is paid”

Pt VI, Line 19

“If anyone requests any of these documents, a copy is provided to them. Financial statements are provided each year to anyone attending the annual meeting to elect a director or by request.”

Pt XII, Line 1

“Organization shows its investments at fair market value at year-end rather than cash cost basis.”

Pt VI, Line 12C

“Board reviews annual disclosure statements from each director.”

Raw XML Appendix376 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/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt031459
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040984
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0115826
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037708
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt078848
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0304825
IRS990ScheduleA/TotalSupportAmt0979495
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleI/RecipientTable/CashGrantAmt0116650
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0see part IV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Assist with church restoration
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0St Joseph Catholic School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1St Joseph Church
IRS990ScheduleI/RecipientTable/RecipientEIN0440608294
IRS990ScheduleI/RecipientTable/RecipientEIN1440608294
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0Front Willie St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1301 W Williams
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Salisbury
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Salisbury
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd065281
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd165281
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IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Ln 9 - None in this year
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members elect one board member each year
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Each board member is to review return. If there are any questions or comments, the entire board addresses them.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No compensation is paid
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5If anyone requests any of these documents, a copy is provided to them. Financial statements are provided each year to anyone attending the annual meeting to elect a director or by request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Organization shows its investments at fair market value at year-end rather than cash cost basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Board reviews annual disclosure statements from each director.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt XII, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 12c
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02974429
IRS990/TotalAssetsEOYAmt03135277
IRS990/TotalAssetsGrp/BOYAmt02974429
IRS990/TotalAssetsGrp/EOYAmt03135277
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt031459
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04351
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0142150
IRS990/TotalFunctionalExpensesGrp/TotalAmt0146501
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02974429
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03135277
IRS990/TotalProgramServiceExpensesAmt0142150
IRS990/TotalRevenueGrp/ExclusionAmt0143113
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174572
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02974429
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03135277
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 66
IRS990/USAddress/CityNm0Salisbury
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd065281
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Roling
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06606769617
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0St Joseph School Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0431583245
ReturnHeader/Filer/PhoneNum06606769617
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 66
ReturnHeader/Filer/USAddress/CityNm0Salisbury
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd0652810066
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453608032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOIS A DUNCAN CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0225 S BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALISBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065281
ReturnHeader/PreparerPersonGrp/PhoneNum06603886776
ReturnHeader/PreparerPersonGrp/PreparationDt02024-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W David Sturm
ReturnHeader/ReturnTs02024-09-11T14:19:53-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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