Civic Intelligence

St. Josephs Educational Foundation Inc.

990 • Fiscal year 2014 • EIN 59-3111660

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 11, 2015

310 Frank Lloyd Wright WayLakeland, FL 33803

(863) 683-8780

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.00x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

94th percentile

55%

Faster asset growth than 94% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-44%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Up

$5,595,969

Up $1,974,470 (+55%) from 2013

Net Assets

Up

$5,595,969

Up $1,974,470 (+55%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$2,438,714

Down $1,920,659 (-44%) from 2013

Expenses

Down

$710,901

Down $178,018 (-20%) from 2013

Net Income

Down

$1,727,813

Down $1,742,641 (-50%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $232,939Liabilities 2011: $02011Assets 2012: $151,045Liabilities 2012: $02012Assets 2013: $3,621,499Liabilities 2013: $0Net Assets 2013: $3,621,4992013Assets 2014: $5,595,969Liabilities 2014: $0Net Assets 2014: $5,595,9692014Assets 2014: $5,599,621Liabilities 2014: $0Net Assets 2014: $5,599,6212014Assets 2015: $4,867,439Liabilities 2015: $36Net Assets 2015: $4,867,4032015Assets 2016: $4,617,149Liabilities 2016: $0Net Assets 2016: $4,617,1492016Assets 2017: $4,855,924Liabilities 2017: $0Net Assets 2017: $4,855,9242017Assets 2018: $4,374,105Liabilities 2018: $2,329Net Assets 2018: $4,371,7762018Assets 2019: $4,821,228Liabilities 2019: $0Net Assets 2019: $4,821,2282019Assets 2020: $4,849,736Liabilities 2020: $0Net Assets 2020: $4,849,7362020Assets 2021: $4,907,025Liabilities 2021: $0Net Assets 2021: $4,907,0252021Assets 2022: $4,376,245Liabilities 2022: $0Net Assets 2022: $4,376,2452022Assets 2023: $5,324,387Liabilities 2023: $0Net Assets 2023: $5,324,3872023Assets 2024: $5,717,110Liabilities 2024: $0Net Assets 2024: $5,717,1102024

Highlighted filing

2014

Assets$5,595,969
Liabilities$0
Net Assets$5,595,969

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $36,211Expenses 2011: $85,004Net Income 2011: -$48,7932011Revenue 2012: $64,410Expenses 2012: $146,304Net Income 2012: -$81,8942012Revenue 2013: $4,359,373Expenses 2013: $888,919Net Income 2013: $3,470,4542013Revenue 2014: $2,438,714Expenses 2014: $710,901Net Income 2014: $1,727,8132014Revenue 2014: $2,438,714Expenses 2014: $707,249Net Income 2014: $1,731,4652014Revenue 2015: $222,299Expenses 2015: $637,565Net Income 2015: -$415,2662015Revenue 2016: -$35,117Expenses 2016: $539,204Net Income 2016: -$574,3212016Revenue 2017: $153,499Expenses 2017: $354,459Net Income 2017: -$200,9602017Revenue 2018: $337,820Expenses 2018: $400,041Net Income 2018: -$62,2212018Revenue 2019: $361,269Expenses 2019: $382,293Net Income 2019: -$21,0242019Revenue 2020: $724,162Expenses 2020: $413,856Net Income 2020: $310,3062020Revenue 2021: $451,682Expenses 2021: $210,327Net Income 2021: $241,3552021Revenue 2022: $107,180Expenses 2022: $157,550Net Income 2022: -$50,3702022Revenue 2023: $160,992Expenses 2023: $32,124Net Income 2023: $128,8682023Revenue 2024: $555,388Expenses 2024: $348,270Net Income 2024: $207,1182024

Highlighted filing

2014

Revenue$2,438,714
Expenses$710,901
Net Income$1,727,813
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 11, 2015
Return Version
2014v5.0
Gross Receipts
$3,103,591
Mission and Program Overview

Mission

The organization's primary purpose is to raise funds to provide tuition assistance to st. Joseph's school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,495,701$5,572,872▲ $2,077,171
Cash and Non-Interest-Bearing Accounts$125,549$22,904▼ $102,645
Land, Buildings, and Equipment, Net$249$193▼ $56
Total Assets$3,621,499$5,595,969▲ $1,974,470
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$3,621,499$5,595,969▲ $1,974,470
Total Net Assets Fund Balance$3,621,499$5,595,969▲ $1,974,470
Total Liabilities and Net Assets / Fund Balance$3,621,499$5,595,969▲ $1,974,470

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$193$359$552
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Victoria LarueDirectorPT$9,167$9,167

Board Members and Trustees

NameTitle
Daniel PilkaChair
Joe MorrisonVice-chair
Ashley LinkDirector
Jimmy DeanDirector
Maryann Troiano WikeDirector
Fr Ramon BolateteChurch Offic
Peggy MckeelSecretary
Peter GolotkoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,186,623
Program Service Revenue
$0
Investment Income
$213,331
Other Revenue
$38,760
All Other Contributions
$18,407
Change in Net Assets
$1,727,813

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,438,714
Total Revenue per Audited Statements
$2,438,714
Total Revenue per Form 990
$2,438,714
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$643,616
Other Expenses$67,285
Total Fundraising Expense$6,209
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$643,616--$643,616
Fees for Service Investment Mgmnt Fees-$34,018-$34,018
Fees for Services Other-$4,583$4,583$9,166
Advertising$4,876-$1,626$6,502
Office Expenses-$4,117-$4,117
Other Expenses$8,360$3,756-$3,756
Fees for Services Accounting-$1,310-$1,310
Depreciation Depletion$56--$56
Total Functional Expenses$656,908$47,784$6,209$710,901

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$710,901
Total Expenses per Audited Statements$710,901
Total Expenses per Form 990$710,901
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST JOSEPH'S CHURCHLakeland, FL--$351,885
ST JOSEPH'S ACADEMYLakeland, FL-Support$291,731
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$46,745
Fundraising Direct Expenses$7,985
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$46,745$46,745$7,985$38,760
Total Events$46,745$46,745$7,985$38,760
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
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

A copy of the 990 is provided to board members for approval prior to filing.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
St Josephs Academy Foundation Inc
EIN
59-3111660
Phone
8636838780
Address
310 FRANK LLOYD WRIGHT WAY, LAKELAND, FL 33803

Signing Officer

Name
Daniel Pilka
Title
President
Phone
8636838780
Signed
2015-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Pilka
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
David R Ramos CPA
Address
4215 OLD ROAD 37, LAKELAND, FL 33813
Preparer
David R Ramos
Phone
8637017885
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

Original filing reported repairs to the pavillion as a fixed asset in error. It is repairs and maintenance expense.

Form 990, Page 2, Part III, Line 4D

First program service achievement is to provide financial support for tuition assistance to st. Joseph's academy.

Form 990, Part XI, Line 9

LOSS ON SALE OF STOCK 0

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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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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0359
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1210 WEST LEMON STREET
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIRST PROGRAM SERVICE ACHIEVEMENT IS TO PROVIDE FINANCIAL SUPPORT FOR TUITION ASSISTANCE TO ST. JOSEPH'S ACADEMY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE 990 IS PROVIDED TO BOARD MEMBERS FOR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LOSS ON SALE OF STOCK 0
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0710901
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IRS990/TotalRevenueGrp/ExclusionAmt011
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IRS990/USAddress/CityNm0LAKELAND
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IRS990/USAddress/ZIPCd033802
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IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL PILKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08636838780
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JOSEPHS ACADEMY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0593111660
ReturnHeader/Filer/PhoneNum08636838780
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ReturnHeader/Filer/USAddress/CityNm0LAKELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033803
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593041038
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID R RAMOS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04215 OLD ROAD 37
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033813
ReturnHeader/PreparerPersonGrp/PhoneNum08637017885
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R RAMOS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-26T15:16:33-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.56$0.35$0.21
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.32$0.00$5.32$0.16$0.03$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.11$0.16$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.45$0.21$0.24
2020Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.72$0.41$0.31
2019Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.36$0.38$0.02
2018Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.34$0.40$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.15$0.35$0.20
2016Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.04$0.54$0.57
2015Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.22$0.64$0.42
2014Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$2.44$0.71$1.73
2014Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$2.44$0.71$1.73
2013Summary only. Only limited summary data is available for this year.$3.62$0.00$3.62$4.36$0.89$3.47
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.06$0.15$0.08
2011Summary only. Only limited summary data is available for this year.$0.23$0.00$0.04$0.09$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $5M-$10M nonprofits