Civic Intelligence

St. Josephs Educational Foundation Inc.

990 • Fiscal year 2017 • EIN 59-3111660

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 18, 2018

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

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

2nd percentile

-131%

Higher net margin than 2% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$6,833

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

56th percentile

5.2%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$4,855,924

Up $238,775 (+5.2%) from 2016

Net Assets

Up

$4,855,924

Up $238,775 (+5.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin2nd percentile

Revenue

Up

$153,499

Up $188,616 (+537%) from 2016

Expenses

Down

$354,459

Down $184,745 (-34%) from 2016

Net Income

Up

-$200,960

Up $373,361 (+65%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2017

Assets$4,855,924
Liabilities$0
Net Assets$4,855,924
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$153,499
Expenses$354,459
Net Income-$200,960
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 18, 2018
Return Version
2017v2.3
Gross Receipts
$1,586,555
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$4,591,404$4,829,845▲ $238,441
Cash and Non-Interest-Bearing Accounts$22,657$24,634▲ $1,977
Land, Buildings, and Equipment, Net$83$28▼ $55
Total Assets$4,617,149$4,855,924▲ $238,775
Other Assets Total$3,005$1,417▼ $1,588
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$4,617,149$4,855,924▲ $238,775
Total Net Assets Fund Balance$4,617,149$4,855,924▲ $238,775
Total Liabilities and Net Assets / Fund Balance$4,617,149$4,855,924▲ $238,775

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$28$524$552
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Maittee GranaAdministratoPT$6,833$6,833
Victoria LarueAdministratoPT$6,417$6,417

Board Members and Trustees

NameTitle
Daniel PilkaChair
Brian WallerDirector
Gerri PennachioDirector
Jennifer NixonDirector
John WendelDirector
Michael HolleyDirector
Richard PellegriniDirector
Michelle McqueenOfficer
Peggy MckeelSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$22,050
Program Service Revenue
$0
Investment Income
$112,915
Other Revenue
$18,534
All Other Contributions
$22,050
Change in Net Assets
$-200,960

Audited Revenue Reconciliation

Revenue per Audited Statements
$153,499
Revenue Not Reported on Form 990
$439,735
Total Revenue per Audited Statements
$593,234
Total Revenue per Form 990
$153,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$297,095
Other Expenses$44,114
Salaries, Compensation, and Employee Benefits$13,250
Total Fundraising Expense$363
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$297,095--$297,095
Fees for Service Investment Mgmnt Fees-$25,797-$25,797
Current Officers, Directors, Trustees, and Key Employees$6,624$6,626-$13,250
Other Expenses$9,000--$9,000
Fees for Services Accounting-$3,400-$3,400
Insurance$2,798--$2,798
Advertising$1,087-$363$1,450
Office Expenses-$789-$789
Fees for Services Other$562--$562
Fees for Services Legal$263--$263
Depreciation Depletion$55--$55
Total Functional Expenses$317,484$36,612$363$354,459

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$354,459
Total Expenses per Audited Statements$354,459
Total Expenses per Form 990$354,459
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST JOSEPH'S ACADEMYLakeland, FL501c3Support$297,095
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,580
Fundraising Direct Expenses$11,046
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$29,580$29,580$11,046$18,534
Total Events$29,580$29,580$11,046$18,534
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
Maittee Grana
Title
Administrator
Phone
8635355225
Signed
2018-02-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maittee Grana
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
2

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/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0552
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029580
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt011046
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt011046
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0297095
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
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IRS990ScheduleI/RecipientTable/RecipientEIN0591217711
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0310 FRANK LLOYD WRIGHT WAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAKELAND
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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
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt022050
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0363
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036612
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0317484
IRS990/TotalFunctionalExpensesGrp/TotalAmt0354459
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt0317484
IRS990/TotalReportableCompFromOrgAmt013250
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0112915
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0153499
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04855924
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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IRS990/UnrestrictedNetAssetsGrp/EOYAmt04855924
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0MAITTEE GRANA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08635355225
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-18
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
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.76.60.74
ReturnHeader/FilingSecurityInformation/IPDt02019-02-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:28:20
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/PreparationDt02019-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R RAMOS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-02-21T13:28:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,855,924
Liabilities
$0
Net assets
$4,855,924
Revenue
$153,499
Expenses
$354,459
Net income
-$200,960
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