Civic Intelligence

St Joseph Education Endowment Fund Inc

EIN 59-3069931 • 501(c)3 • Winter Haven, FL

Profile

The mission of the education endowment fund is to provide scholarships and subsidies for students in the schools, to supplement expenses of the schools and the religious education fund, to provide for capital improvements to the schools and to religious education facilities, and to supplement salaries of the faculty and religious education personnel.

532 Avenue M NWWinter Haven, FL 33881

n/A

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

1st percentile

-905%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

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 2025

Asset Growth

3rd percentile

-76%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-43%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,186,575

Down $3,690,190 (-76%) from 2024

Liabilities

Flat

$7,159

Flat from 2024

Net Assets

Down

$1,179,416

Down $3,690,190 (-76%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin1st percentile

Revenue

Down

$407,661

Down $307,186 (-43%) from 2024

Expenses

Up

$4,097,851

Up $3,861,343 (+1633%) from 2024

Net Income

Down

-$3,690,190

Down $4,168,529 (-871%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,863,555Liabilities 2011: $5,082Net Assets 2011: $2,858,4732011Assets 2012: $2,919,294Liabilities 2012: $10,038Net Assets 2012: $2,909,2562012Assets 2013: $3,162,228Liabilities 2013: $0Net Assets 2013: $3,162,2282013Assets 2014: $3,497,784Liabilities 2014: $0Net Assets 2014: $3,497,7842014Assets 2015: $3,342,917Liabilities 2015: $0Net Assets 2015: $3,342,9172015Assets 2016: $3,231,098Liabilities 2016: $3,159Net Assets 2016: $3,227,9392016Assets 2017: $3,494,928Liabilities 2017: $3,159Net Assets 2017: $3,491,7692017Assets 2018: $3,709,779Liabilities 2018: $7,159Net Assets 2018: $3,702,6202018Assets 2019: $3,768,070Liabilities 2019: $7,159Net Assets 2019: $3,760,9112019Assets 2020: $3,742,913Liabilities 2020: $7,159Net Assets 2020: $3,735,7542020Assets 2021: $4,771,017Liabilities 2021: $7,159Net Assets 2021: $4,763,8582021Assets 2022: $4,146,663Liabilities 2022: $7,159Net Assets 2022: $4,139,5042022Assets 2023: $4,398,424Liabilities 2023: $7,159Net Assets 2023: $4,391,2652023Assets 2024: $4,876,765Liabilities 2024: $7,159Net Assets 2024: $4,869,6062024Assets 2025: $1,186,575Liabilities 2025: $7,159Net Assets 2025: $1,179,4162025

Highlighted filing

2025

Assets$1,186,575
Liabilities$7,159
Net Assets$1,179,416
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $471,025Expenses 2011: $110,340Net Income 2011: $360,6852011Expenses 2012: $852012Expenses 2013: $93,8812013Revenue 2014: $523,158Expenses 2014: $187,602Net Income 2014: $335,5562014Revenue 2015: $63,124Expenses 2015: $217,991Net Income 2015: -$154,8672015Revenue 2016: $74,537Expenses 2016: $189,515Net Income 2016: -$114,9782016Revenue 2017: $414,064Expenses 2017: $150,234Net Income 2017: $263,8302017Revenue 2018: $360,880Expenses 2018: $150,029Net Income 2018: $210,8512018Revenue 2019: $206,427Expenses 2019: $148,136Net Income 2019: $58,2912019Revenue 2020: $122,867Expenses 2020: $148,024Net Income 2020: -$25,1572020Revenue 2021: $1,178,757Expenses 2021: $150,653Net Income 2021: $1,028,1042021Revenue 2022: $515,201Expenses 2022: $1,139,555Net Income 2022: -$624,3542022Revenue 2023: $491,319Expenses 2023: $239,558Net Income 2023: $251,7612023Revenue 2024: $714,847Expenses 2024: $236,508Net Income 2024: $478,3392024Revenue 2025: $407,661Expenses 2025: $4,097,851Net Income 2025: -$3,690,1902025

Highlighted filing

2025

Revenue$407,661
Expenses$4,097,851
Net Income-$3,690,190
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,186,575
Liabilities
$7,159
Net assets
$1,179,416
Revenue
$407,661
Expenses
$4,097,851
Net income
-$3,690,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.19$0.01$1.18$0.41$4.10$3.69
2024Detailed filing. Detailed filing data is available for this year.$4.88$0.01$4.87$0.71$0.24$0.48
2023Detailed filing. Detailed filing data is available for this year.$4.40$0.01$4.39$0.49$0.24$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.01$4.14$0.52$1.14$0.62
2021Detailed filing. Detailed filing data is available for this year.$4.77$0.01$4.76$1.18$0.15$1.03
2020Detailed filing. Detailed filing data is available for this year.$3.74$0.01$3.74$0.12$0.15$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.77$0.01$3.76$0.21$0.15$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.71$0.01$3.70$0.36$0.15$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.41$0.15$0.26
2016Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.07$0.19$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.06$0.22$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.52$0.19$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.00$3.16$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.01$2.91$0.00
2011Summary only. Only limited summary data is available for this year.$2.86$0.01$2.86$0.47$0.11$0.36
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$2,922,779
Mission and Program Overview

Mission

The mission of the education endowment fund is to provide scholarships and subsidies for students in the schools, to supplement expenses of the schools and the religious education fund, to provide for capital improvements to the schools and to religious education facilities, and to supplement salaries of the faculty and religious education personnel.

The endowment fund contributes to the support of christian education at st. Joseph catholic school, st. Joseph catholic church and at sante fe catholic high school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,506,874$1,047,119▼ $3,459,755
Land, Buildings, and Equipment, Net$85,900$85,900→ $0
Savings and Temporary Cash Investments$283,991$53,556▼ $230,435
Total Assets$4,876,765$1,186,575▼ $3,690,190
Liabilities
Accounts Payable and Accrued Expenses$7,159$7,159→ $0
Total Liabilities$7,159$7,159→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,305,268$767,718▼ $3,537,550
Net Assets Without Donor Restrictions$564,338$411,698▼ $152,640
Total Net Assets Fund Balance$4,869,606$1,179,416▼ $3,690,190
Total Liabilities and Net Assets / Fund Balance$4,876,765$1,186,575▼ $3,690,190

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$77,900--
Land$8,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,273,196---$3,273,196
2023$3,273,196---$3,273,196
2022$3,273,196---$3,273,196
2021$3,273,196---$3,273,196
2020$3,273,196---$3,273,196
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Rev Glenn LopezPresident
Lamar EdwardsVice President
Gary MoultonDirector
Katie CollanyDirector
Stephany OdomDirector
Peter Verrill MdSecretary
David Neal DdsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,750
Program Service Revenue
$0
Investment Income
$1,363,587
Other Revenue
$-990,676
All Other Contributions
$34,750
Change in Net Assets
$-3,690,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,094,940
Other Expenses$2,911
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,094,940--$4,094,940
Fees for Services Other-$2,911-$2,911
Total Functional Expenses$4,094,940$2,911$0$4,097,851
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catholic Foundation of Central FloridaOrlando, FL501(c)(3)Education Cost Assistance$3,698,820
St Joseph Catholic ChurchWinter Haven, FL501(c)(3)Education Cost Assistance$326,320
Santa Fe Catholic High SchoolLakeland, FL501(c)(3)Education Cost Assistance$34,900
St Joseph Catholic SchoolWinter Haven, FL501(c)(3)Education Cost Assistance$34,900
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
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 15

“There are no compensated positions within the endowment education fund.”

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

“The tax return preparer provides form 990 to the business manager of the education endowment fund. The business manager turns form 990 over to the president of the education endowment fund for his signature. If the president has any questions or comments, he will contact the tax return preparer to discuss those issues before he signs and mails the return.”

Form 990, Part VI, Section C, Line 19

“Upon verbal or written request to the education endowment fund's board, the documents are made available for viewing. Copies of the documents are also available if so requested.”

Filing and Contact Details

Filer

Filer Name
St Joseph Education Endowment Fund Inc
EIN
59-3069931
Phone
8632943144
Address
532 AVENUE M NW, WINTER HAVEN, FL 33881

Signing Officer

Name
Dr Peter Verrill
Title
Secretary
Phone
8636601623
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Peter Verrill
Formed
1990
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Wiggins Smit Burby Reineke & Co Pa
Address
30 FOURTH STREET SW, WINTER HAVEN, FL 33880
Preparer
Turner Wiggins CPA
Phone
8632998084
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are invested to produce a stream of income, from which financial assistance for christian education is provided.”

Raw XML AppendixShowing 400 of 560 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/AccountsPayableAccrExpnssGrp/BOYAmt07159
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07159
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ENDOWMENT FUND CONTRIBUTES TO THE SUPPORT OF CHRISTIAN EDUCATION AT ST. JOSEPH CATHOLIC SCHOOL, ST. JOSEPH CATHOLIC CHURCH AND AT SANTE FE CATHOLIC HIGH SCHOOL.
IRS990/AllOtherContributionsAmt034750
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum08632943144
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0532 AVENUE M NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0WINTER HAVEN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033881
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt034750
IRS990/CYGrantsAndSimilarPaidAmt04094940
IRS990/CYInvestmentIncomeAmt01363587
IRS990/CYOtherExpensesAmt02911
IRS990/CYOtherRevenueAmt0-990676
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-3690190
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04097851
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0407661
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0RELIGIOUS EDUCATION FUNDING.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt04305268
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0767718
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04094940
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02911
IRS990/FeesForServicesOtherGrp/TotalAmt02911
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
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/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0REV GLENN LOPEZ
IRS990/Form990PartVIISectionAGrp/PersonNm1LAMAR EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm2PETER VERRILL MD
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID NEAL DDS
IRS990/Form990PartVIISectionAGrp/PersonNm4KATIE COLLANY
IRS990/Form990PartVIISectionAGrp/PersonNm5GARY MOULTON
IRS990/Form990PartVIISectionAGrp/PersonNm6STEPHANY ODOM
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/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01259627
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt04094940
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04094940
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04094940
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03774745
IRS990/GrossReceiptsAmt02922779
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0103960
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0103960
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04506874
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01047119
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt085900
IRS990/LandBldgEquipBasisNetGrp/EOYAmt085900
IRS990/LandBldgEquipCostOrOtherBssAmt085900
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02515118
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE EDUCATION ENDOWMENT FUND IS TO PROVIDE SCHOLARSHIPS AND SUBSIDIES FOR STUDENTS IN THE SCHOOLS, TO SUPPLEMENT EXPENSES OF THE SCHOOLS AND THE RELIGIOUS EDUCATION FUND, TO PROVIDE FOR CAPITAL IMPROVEMENTS TO THE SCHOOLS AND TO RELIGIOUS EDUCATION FACILITIES, AND TO SUPPLEMENT SALARIES OF THE FACULTY AND RELIGIOUS EDUCATION PERSONNEL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04869606
IRS990/NetAssetsOrFundBalancesEOYAmt01179416
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01259627
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01259627
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0564338
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0411698
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED LOSS-INVESTMENTS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0-990676
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-990676
IRS990/OtherRevenueTotalAmt0-990676
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DR PETER VERRILL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt034063
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0231620
IRS990/PYInvestmentIncomeAmt0355140
IRS990/PYOtherExpensesAmt04888
IRS990/PYOtherRevenueAmt0325644
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0478339
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0236508
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0714847
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-3690190
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0283991
IRS990/SavingsAndTempCashInvstGrp/EOYAmt053556
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt01046343
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0441160
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt01046343
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt04888
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0441160
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt01046343
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0436272
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0436272
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0370831
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0370831
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0370831
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0155045
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0370831
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0370831
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt04097851
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt04097851
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt0844415
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0236508
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0239558
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0739180
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt04942266
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt04097851
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0236508
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0239558
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0368349
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt01215246
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt02911
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt04094940
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0370831
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt04094940
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt04097851
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt04497325
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0492322
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt04005003
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt067460
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt04429865
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0155045
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt04497325
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0155045
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0590855046
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1205452342
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2596057206
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3260879378
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd31
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd31
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0326320
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt134900
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt234900
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt33698820
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST JOSEPH CATHOLIC CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ST JOSEPH CATHOLIC SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2SANTE FE CATHOLIC HIGHSCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3CATHOLIC FOUNDATION OF FLORIDA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt04094940
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt077900
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt077900
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03273196
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03273196
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03273196
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03273196
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03273196
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03273196
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03273196
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03273196
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03273196
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03273196
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/LandGrp/BookValueAmt08000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt08000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE INVESTED TO PRODUCE A STREAM OF INCOME, FROM WHICH FINANCIAL ASSISTANCE FOR CHRISTIAN EDUCATION IS PROVIDED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt085900
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0326320
IRS990ScheduleI/RecipientTable/CashGrantAmt134900
IRS990ScheduleI/RecipientTable/CashGrantAmt234900
IRS990ScheduleI/RecipientTable/CashGrantAmt33698820
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION COST ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATION COST ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EDUCATION COST ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3EDUCATION COST ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST JOSEPH CATHOLIC CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST JOSEPH CATHOLIC SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SANTA FE CATHOLIC HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CATHOLIC FOUNDATION OF CENTRAL FLORIDA
IRS990ScheduleI/RecipientTable/RecipientEIN0590855046
IRS990ScheduleI/RecipientTable/RecipientEIN1205452342
IRS990ScheduleI/RecipientTable/RecipientEIN2596057206
IRS990ScheduleI/RecipientTable/RecipientEIN3260879378
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0532 AVENUE M NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1532 AVENUE M NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23110 HWY 92 EAST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt350 E ROBINSON ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINTER HAVEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WINTER HAVEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LAKELAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ORLANDO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.