Civic Intelligence

St. Joseph Education Endowment Fund Inc.

990 • Fiscal year 2019 • EIN 59-3069931

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 20, 2020

Organization ProfileN/A
532 Avenue M NWWinter Haven, FL 33881

(863) 294-3144

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

34th percentile

0.03x

Higher debt load relative to revenue than 34% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

83rd percentile

28%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

45th percentile

1.6%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-43%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$3,768,070

Up $58,291 (+1.6%) from 2018

Net Assets

Up

$3,760,911

Up $58,291 (+1.6%) from 2018

Liabilities

Flat

$7,159

Flat from 2018

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin83rd percentile

Revenue

Down

$206,427

Down $154,453 (-43%) from 2018

Expenses

Down

$148,136

Down $1,893 (-1.3%) from 2018

Net Income

Down

$58,291

Down $152,560 (-72%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$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

2019

Assets$3,768,070
Liabilities$7,159
Net Assets$3,760,911
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$206,427
Expenses$148,136
Net Income$58,291
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 20, 2020
Return Version
2018v3.1
Gross Receipts
$610,175
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$3,583,117$3,445,227▼ $137,890
Savings and Temporary Cash Investments$40,762$236,943▲ $196,181
Land, Buildings, and Equipment, Net$85,900$85,900→ $0
Total Assets$3,709,779$3,768,070▲ $58,291
Liabilities
Accounts Payable and Accrued Expenses$7,159$7,159→ $0
Total Liabilities$7,159$7,159→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,272,607$3,293,767▲ $21,160
Unrestricted Net Assets$430,013$467,144▲ $37,131
Total Net Assets Fund Balance$3,702,620$3,760,911▲ $58,291
Total Liabilities and Net Assets / Fund Balance$3,709,779$3,768,070▲ $58,291

Asset Categories

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

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$3,273,196---$3,273,196
2017$3,086,345$27,891▲ $159,100-$3,273,196
2016$2,813,174-▲ $273,405-$3,086,345
2015$2,905,922-▼ $92,608-$2,813,174
2014$3,017,804$13,558▼ $125,324-$2,905,922
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Fr Jimson VarghesePresident
Gary MoultonDirector
Lamar EdwardsDirector
Rawls FortenberryDirector
Robert Carden JrDirector
Dr Peter VerrillSecretary
Dr David NealTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$258,006
Other Revenue
$-51,579
Change in Net Assets
$58,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$148,000
Other Expenses$136
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$148,000--$148,000
Fees for Services Accounting-$75-$75
Other Expenses-$61-$61
Total Functional Expenses$148,000$136$0$148,136
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Joseph Catholic SchoolWinter Haven, FL501(c)(3)Education Cost Assistance$120,000
Santa Fe Catholic High SchoolLakeland, FL501(c)(3)Education Cost Assistance$14,000
St Joseph Catholic ChurchWinter Haven, FL501(c)(3)Education Cost Assistance$14,000
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
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 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
2020-01-20
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

Additional Explanations

Form 990, Part I, Line 1

“Form 990, part vi, section b, line 15: there are no compensated positions within the endowment education fund.”

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 541 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/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.
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt0463454
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt0136
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0148000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0348243
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt042.500000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt0663561
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0148000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0811697
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/Form990ScheduleAPartVIGrp/ExplanationTxt0DISTRIBUTIONS ADJUSTED FOR CAPITAL GAINS AND CAPITAL DISTRIBUTIONS
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V LINE 6 - OTHER DISTRIBUTIONS
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt03618504
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt03636499
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0286159
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt058160
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt03332345
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt03578339
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt054278
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt054547
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt03564226
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt03581952
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0124748
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0125368
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt03618504
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt03636499
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0124748
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0125368
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0590855046
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1205452342
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2596057206
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt014000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1120000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt214000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST JOSEPH CATHOLIC CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ST JOSEPH CATHOLIC SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2SANTE FE CATHOLIC HIGHSCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0148000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt077900
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt077900
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03273196
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03273196
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0140
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03086345
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt027891
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03273196
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0159100
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0234
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02813174
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03086345
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0273405
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0140
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02905922
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02813174
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-92608
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0116
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03017804
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt013558
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02905922
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-125324
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/CashGrantAmt014000
IRS990ScheduleI/RecipientTable/CashGrantAmt1120000
IRS990ScheduleI/RecipientTable/CashGrantAmt214000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION COST ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATION COST ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EDUCATION 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/RecipientEIN0590855046
IRS990ScheduleI/RecipientTable/RecipientEIN1205452342
IRS990ScheduleI/RecipientTable/RecipientEIN2596057206
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0532 AVENUE M NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1532 AVENUE M NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23110 HWY 92 EAST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINTER HAVEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WINTER HAVEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LAKELAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033881
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd133881
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd233801
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ASSISTANCE IS DETERMINED ON A NEED BASIS BY A FULL MEETING OF THE BOARD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART VI, SECTION B, LINE 15: THERE ARE NO COMPENSATED POSITIONS WITHIN THE ENDOWMENT EDUCATION FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,768,070
Liabilities
$7,159
Net assets
$3,760,911
Revenue
$206,427
Expenses
$148,136
Net income
$58,291
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