Civic Intelligence

St. Josephs Educational Foundation Inc.

990 • Fiscal year 2015 • EIN 59-3111660

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 05, 2016

Organization Profile
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

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

2nd percentile

-187%

Higher net margin than 2% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

36th percentile

$10,583

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

9th percentile

-13%

Faster asset growth than 9% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-91%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$4,867,439

Down $732,182 (-13%) from 2014

Net Assets

Down

$4,867,403

Down $732,218 (-13%) from 2014

Liabilities

Up

$36

Up $36 from 2014

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin2nd percentile

Revenue

Down

$222,299

Down $2,216,415 (-91%) from 2014

Expenses

Down

$637,565

Down $69,684 (-9.9%) from 2014

Net Income

Down

-$415,266

Down $2,146,731 (-124%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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: $5,599,621Liabilities 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

2015

Assets$4,867,439
Liabilities$36
Net Assets$4,867,403
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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: $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

2015

Revenue$222,299
Expenses$637,565
Net Income-$415,266
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 5, 2016
Return Version
2015v2.1
Gross Receipts
$2,191,960
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$5,572,872$4,845,614▼ $727,258
Cash and Non-Interest-Bearing Accounts$22,904$21,048▼ $1,856
Land, Buildings, and Equipment, Net$193$138▼ $55
Total Assets$5,595,969$4,867,439▼ $728,530
Other Assets Total-$639-
Liabilities
Other Liabilities-$36-
Total Liabilities$0$36▲ $36
Net Assets / Fund Balance
Unrestricted Net Assets$5,595,969$4,867,403▼ $728,566
Total Net Assets Fund Balance$5,595,969$4,867,403▼ $728,566
Total Liabilities and Net Assets / Fund Balance$5,595,969$4,867,439▼ $728,530

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$138$414$552
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Victoria LarueAdministratoPT$10,583$10,583

Board Members and Trustees

NameTitle
Daniel PilkaChair
Joe MorrisonVice-chair
Brad LunzDirector
Brian WallerDirector
Gerri PennachioDirector
Jimmy DeanDirector
Michael HolleyDirector
Peggy MckeelSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$6,109
Program Service Revenue
$0
Investment Income
$205,036
Other Revenue
$11,154
All Other Contributions
$6,109
Change in Net Assets
$-415,266

Audited Revenue Reconciliation

Revenue per Audited Statements
$222,299
Revenue Not Reported on Form 990
$-313,300
Total Revenue per Audited Statements
$-91,001
Total Revenue per Form 990
$222,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$587,994
Other Expenses$38,988
Salaries, Compensation, and Employee Benefits$10,583
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$587,994--$587,994
Fees for Service Investment Mgmnt Fees-$33,525-$33,525
Current Officers, Directors, Trustees, and Key Employees$5,291$5,292-$10,583
Fees for Services Accounting-$1,410-$1,410
Office Expenses-$702-$702
Other Expenses$494--$494
Depreciation Depletion$55--$55
Total Functional Expenses$596,636$40,929$0$637,565

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$637,565
Total Expenses per Audited Statements$637,565
Total Expenses per Form 990$637,565
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST JOSEPH'S ACADEMYLakeland, FL501c3Support$587,844
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$26,251
Fundraising Direct Expenses$15,323
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$26,251$26,251$15,323$10,928
Total Events$26,251$26,251$15,323$10,928
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Foreign Tax Payable-wells Fargo$36
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
Chair
Phone
8636838780
Signed
2016-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Pilka
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
1

Preparer

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

Additional Explanations

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.”

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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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IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97970
IRS990ScheduleA/PublicSupportPY509Pct00.99870
IRS990ScheduleA/PublicSupportTotal509Amt07042878
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0173431
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02412603
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04378744
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077159
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0941
IRS990ScheduleA/Total509Grp/TotalAmt07042878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0314280
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02412614
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04378744
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt04783
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07188834
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0138
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0414
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0552
IRS990ScheduleD/ExpensesSubtotalAmt0637565
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-313300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt036
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FOREIGN TAX PAYABLE-WELLS FARGO
IRS990ScheduleD/RevenueNotReportedAmt0-313300
IRS990ScheduleD/RevenueSubtotalAmt0222299
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0138
IRS990ScheduleD/TotalExpensesPerForm990Amt0637565
IRS990ScheduleD/TotalLiabilityAmt036
IRS990ScheduleD/TotalRevenuePerForm990Amt0222299
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-91001
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0637565
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015323
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt026251
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026251
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt026251
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt026251
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010928
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt015323
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015323
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0587844
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST JOSEPH'S ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0591217711
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0310 FRANK LLOYD WRIGHT WAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAKELAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033801
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIRST PROGRAM SERVICE ACHIEVEMENT IS TO PROVIDE FINANCIAL SUPPORT FOR TUITION ASSISTANCE TO ST. JOSEPH'S ACADEMY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS PROVIDED TO BOARD MEMBERS FOR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05595969
IRS990/TotalAssetsEOYAmt04867439
IRS990/TotalAssetsGrp/BOYAmt05595969
IRS990/TotalAssetsGrp/EOYAmt04867439
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06109
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040929
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0596636
IRS990/TotalFunctionalExpensesGrp/TotalAmt0637565
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt036
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt036
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05595969
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04867403
IRS990/TotalProgramServiceExpensesAmt0596636
IRS990/TotalReportableCompFromOrgAmt010583
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0205262
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0222299
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05595969
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04867439
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt05595969
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04867403
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0647 TEMPLE TERRACE
IRS990/USAddress/CityNm0LAKELAND
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033801
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL PILKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08636838780
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JOSEPHS ACADEMY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0593111660
ReturnHeader/Filer/PhoneNum08636838780
ReturnHeader/Filer/USAddress/AddressLine1Txt0310 FRANK LLOYD WRIGHT WAY
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/PreparationDt02016-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R RAMOS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-06T15:05:23-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,867,439
Liabilities
$36
Net assets
$4,867,403
Revenue
$222,299
Expenses
$637,565
Net income
-$415,266
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
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