Civic Intelligence

Aquinas Catholic Schools Foundation Inc.

990 • Fiscal year 2018 • EIN 51-0162072

Jul 01, 2017 to Jun 30, 2018 • Filed on Aug 30, 2018

Organization ProfileAQUINASSCHOOLS.ORG

Refreshing map…

315 South 11th StreetLA Crosse, WI 54601

(608) 784-0707

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

7th percentile

0.00x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

93rd percentile

49%

Faster asset growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

143%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$7,706,525

Up $2,521,504 (+49%) from 2017

Net Assets

Up

$7,706,525

Up $2,521,504 (+49%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin96th percentile

Revenue

Up

$3,083,005

Up $1,816,067 (+143%) from 2017

Expenses

Up

$611,705

Up $131,125 (+27%) from 2017

Net Income

Up

$2,471,300

Up $1,684,942 (+214%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $5,290,875Liabilities 2012: $2,060Net Assets 2012: $5,288,8152012Assets 2013: $5,674,174Liabilities 2013: $0Net Assets 2013: $5,674,1742013Assets 2014: $5,894,876Liabilities 2014: $0Net Assets 2014: $5,894,8762014Assets 2015: $5,550,608Liabilities 2015: $0Net Assets 2015: $5,550,6082015Assets 2016: $4,160,590Liabilities 2016: $0Net Assets 2016: $4,160,5902016Assets 2017: $5,185,021Liabilities 2017: $0Net Assets 2017: $5,185,0212017Assets 2018: $7,706,525Liabilities 2018: $0Net Assets 2018: $7,706,5252018Assets 2019: $8,750,052Liabilities 2019: $0Net Assets 2019: $8,750,0522019Assets 2020: $10,409,520Liabilities 2020: $0Net Assets 2020: $10,409,5202020Assets 2021: $13,348,151Liabilities 2021: $0Net Assets 2021: $13,348,1512021Assets 2022: $11,279,481Liabilities 2022: $0Net Assets 2022: $11,279,4812022Assets 2023: $13,067,005Liabilities 2023: $0Net Assets 2023: $13,067,0052023Assets 2024: $15,656,863Liabilities 2024: $0Net Assets 2024: $15,656,8632024Assets 2025: $18,424,751Liabilities 2025: $0Net Assets 2025: $18,424,7512025

Highlighted filing

2018

Assets$7,706,525
Liabilities$0
Net Assets$7,706,525
Open 2018 Filing

Operations Trend

Revenue Growth96th percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2012: $918,5592012Expenses 2013: $1,106,5272013Revenue 2014: $957,646Expenses 2014: $856,411Net Income 2014: $101,2352014Revenue 2015: $451,435Expenses 2015: $684,571Net Income 2015: -$233,1362015Revenue 2016: $413,231Expenses 2016: $1,648,221Net Income 2016: -$1,234,9902016Revenue 2017: $1,266,938Expenses 2017: $480,580Net Income 2017: $786,3582017Revenue 2018: $3,083,005Expenses 2018: $611,705Net Income 2018: $2,471,3002018Revenue 2019: $1,672,103Expenses 2019: $558,792Net Income 2019: $1,113,3112019Revenue 2020: $2,126,248Expenses 2020: $348,957Net Income 2020: $1,777,2912020Revenue 2021: $1,582,201Expenses 2021: $851,805Net Income 2021: $730,3962021Revenue 2022: $1,767,822Expenses 2022: $1,116,298Net Income 2022: $651,5242022Revenue 2023: $2,185,228Expenses 2023: $802,906Net Income 2023: $1,382,3222023Revenue 2024: $2,651,819Expenses 2024: $732,386Net Income 2024: $1,919,4332024Revenue 2025: $3,408,967Expenses 2025: $1,395,788Net Income 2025: $2,013,1792025

Highlighted filing

2018

Revenue$3,083,005
Expenses$611,705
Net Income$2,471,300
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 30, 2018
Return Version
2017v2.3
Gross Receipts
$4,640,241
Mission and Program Overview

Mission

To promote and ensure that high quality catholic education is made affordable and accessible to all in the la crosse deanery through aquinas catholic schools

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,625,412$7,149,861▲ $2,524,449
Savings and Temporary Cash Investments$264,352$396,651▲ $132,299
Other Notes and Loans Receivable, Net$162,507--
Investments Other Securities$132,750$160,013▲ $27,263
Total Assets$5,185,021$7,706,525▲ $2,521,504
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$4,846,629$7,379,169▲ $2,532,540
Permanently Rstr Net Assets$338,392$327,356▼ $11,036
Total Net Assets Fund Balance$5,185,021$7,706,525▲ $2,521,504
Total Liabilities and Net Assets / Fund Balance$5,185,021$7,706,525▲ $2,521,504
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Hansen MarkPresident
Bahr Dr KelleyDirector
Berra KayDirector
Callahan Bishop William PatrickDirector
Curti GregDirector
Houser ElisaDirector
Kachel Msgr SteveDirector
Knutson TedDirector
Miskowski TomDirector
Nolte HeatherDirector
Ring DeniseDirector
Ritter MarkDirector
Roraff GregDirector
Skemp DanielDirector
Stenger ThomasDirector
Stoetzel Msgr CharlesDirector
Tobin RoxanneDirector
O'FLAHERTY SEANSecretary
Mathy RobertTreasurer
Binsfield MattVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
The Steier GroupCapital Campaig10844 OLD MILL ROAD, Omaha, NE 68154$347,143
Revenue and Support

Revenue Composition

Contributions and Grants
$2,788,464
Program Service Revenue
$0
Investment Income
$193,181
Other Revenue
$101,360
All Other Contributions
$2,788,464
Change in Net Assets
$2,471,300

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded15$416,252Sale Proceeds
Total Noncash Contributions15$416,252-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$377,564
Total Fundraising Expense$140,407
Other Expenses$118,729
Professional Fundraising Fees$115,412
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$377,564--$377,564
Fees for Services Professional Fundraising--$115,412$115,412
Advertising-$43,523$14,508$58,031
Office Expenses-$17,226$9,960$27,186
Fees for Services Accounting-$2,600-$2,600
Other Expenses-$293$527$293
Total Functional Expenses$377,564$93,734$140,407$611,705
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Aquinas Catholic SchoolsLa Crosse, WI3Operations/scholarsh$245,872
Aquinas Catholic SchoolsLa Crosse, WI3Operations/scholarsh$131,692
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$115,412
Fundraising Gross Income$86,007
Gaming Gross Income$61,210
Gaming Direct Expenses$24,273
Fundraising Direct Expenses$21,584

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gold Gala$76,614$76,614$14,368$62,246
Pork Q$9,393$9,393$7,216$2,177
Total Events$86,007$86,007$21,584$64,423
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
Annual disclosure for covered persons
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
Yes
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

“Form 990 is reviewed by the board president prior to filing. Board members are provided a copy of form 990 prior to filing which is reviewed concurrently with the annual financial information.”

Form 990, Page 6, Part VI, Line 12C

“Board members annually review conflict of interest policy and disclose potential conflicts.”

Form 990, Page 6, Part VI, Line 19

“Copies of form 990 are retained in the taxpayer's office and made available for public review or photocopying.”

Filing and Contact Details

Filer

Filer Name
Aquinas Catholic Schools Foundation
EIN
51-0162072
Phone
6087840707
Address
315 SOUTH 11TH STREET, LA CROSSE, WI 54601

Signing Officer

Name
Hansen Mark
Title
President
Phone
6087840707
Signed
2018-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hansen Mark
Formed
1975
Legal Domicile
Wi
Voting Board Members
18
Independent Board Members
17
Employees
0
Volunteers
130

Preparer

Firm
Morrison & Associates Sc
Address
330 6TH ST S, LA CROSSE, WI 54601-4587
Preparer
David R Morrison
Phone
6087827293
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Volunteers assist in fundraising efforts such as the annual aquinasfest as well as participate in donor development and recognition programs.”

Form 990, Part XI, Line 9

“Unrealized holding gain 61,239 unrealized holding loss-restricted -11,035 total 50,204”

Raw XML AppendixShowing 400 of 598 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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IRS990/InvestmentsPubTradedSecGrp/BOYAmt04625412
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07149861
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01511379
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROMOTE AND ENSURE THAT HIGH QUALITY CATHOLIC EDUCATION IS MADE AFFORDABLE AND ACCESSIBLE TO ALL IN THE LA CROSSE DEANERY THROUGH AQUINAS CATHOLIC SCHOOLS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05185021
IRS990/NetAssetsOrFundBalancesEOYAmt07706525
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt092187
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt092187
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt064423
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt036937
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt036937
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0416252
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt09960
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017226
IRS990/OfficeExpensesGrp/TotalAmt027186
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt050204
IRS990/OtherExpensesGrp/Desc0BROKERAGE FEES
IRS990/OtherExpensesGrp/Desc1STAFF INCENTIVE
IRS990/OtherExpensesGrp/Desc2FOUNDER'S DAY
IRS990/OtherExpensesGrp/Desc3MEALS & ENTERTAINMENT
IRS990/OtherExpensesGrp/FundraisingAmt0527
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt020092
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2293
IRS990/OtherExpensesGrp/TotalAmt020092
IRS990/OtherExpensesGrp/TotalAmt110000
IRS990/OtherExpensesGrp/TotalAmt2527
IRS990/OtherExpensesGrp/TotalAmt3293
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0162507
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0338392
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0327356
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0HANSEN MARK
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgSrvcAccomActy2Grp/Desc0CASH TRANSFERS TO AQUINAS CATHOLIC SCHOOLS FOR FACULTY & STUDENTS: SPECIAL NEEDS & SCHOLARSHIPS 16,457 SCHOLARSHIPS 55,235 TECHNOLOGY 60,000
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0131692
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0131692
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01047316
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0131888
IRS990/PYInvestmentIncomeAmt0178239
IRS990/PYOtherExpensesAmt0116961
IRS990/PYOtherRevenueAmt041383
IRS990/PYRevenuesLessExpensesAmt0786358
IRS990/PYTotalExpensesAmt0480580
IRS990/PYTotalProfFndrsngExpnsAmt0231731
IRS990/PYTotalRevenueAmt01266938
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02471300
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0264352
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0396651
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0146515
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0113173
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0146515
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0113173
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt020092
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt012943
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0126423
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0100230
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0100230
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0157453
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0157453
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt085196
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0157453
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0157453
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0157453
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0451206
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0451206
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt01813390
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0196108
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt01634524
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0140211
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt02264596
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0451206
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0196108
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt01617282
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt01970843
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt073642
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0451206
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0157453
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0377564
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0451206
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THREE MEMBERS ARE EX-OFFICIO MEMBERS OF THE FOUNDATION BOARD OF DIRECTORS DUE TO THEIR ROLE AS ADMINISTRATIVE OFFICERS OF THE SUPPORTED ORGANIZATION, AQUINAS CATHOLIC SCHOOLS. THEY HAVE A SIGNIFICANT VOICE IN THE INVESTMENT AND USE OF THE FOUNDATION'S ASSETS DUE TO THIS ROLE. IN ADDITION, THE BISHOP OF THE DIOCESE OF LA CROSSE AND THE DEAN OF THE LA CROSSE DEANERY SERVE ON THE BOARD. THE FOUNDATION IS GUIDED BY THE DIOCESAN INVESTMENT DIRECTIVES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1DISTRIBUTIONS MADE TO AQUINAS CATHOLIC SCHOOLS, THE SUPPORTED ORGANIZATION OF THE FOUNDATION
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt06896796
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt04567150
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0646637
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0294152
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt06250159
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt04272998
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0103452
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt068507
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt06793344
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt04498643
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0237767
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0157453

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,706,525
Liabilities
$0
Net assets
$7,706,525
Revenue
$3,083,005
Expenses
$611,705
Net income
$2,471,300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$0.00$18.4$3.41$1.40$2.01
2024Summary only. Only limited summary data is available for this year.$15.7$0.00$15.7$2.65$0.73$1.92
2023Summary only. Only limited summary data is available for this year.$13.1$0.00$13.1$2.19$0.80$1.38
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.00$11.3$1.77$1.12$0.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.00$13.3$1.58$0.85$0.73
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.00$10.4$2.13$0.35$1.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.75$0.00$8.75$1.67$0.56$1.11
2018Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$3.08$0.61$2.47
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.19$0.00$5.19$1.27$0.48$0.79
2016Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.41$1.65$1.23
2015Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.45$0.68$0.23
2014Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.96$0.86$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.67$0.00$5.67$1.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$0.00$5.29$0.92