Civic Intelligence

St. Josephs Educational Foundation Inc.

990 • Fiscal year 2019 • EIN 59-3111660

Jan 01, 2019 to Dec 31, 2019 • Filed on May 14, 2020

Organization Profile
107 Allamanda DriveLakeland, FL 33803

(863) 683-8780

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

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

Liabilities / Revenue

15th percentile

0.00x

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

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

Net Margin

26th percentile

-5.8%

Higher net margin than 26% 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

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

57th percentile

6.9%

Faster revenue growth than 57% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$4,821,228

Up $447,123 (+10%) from 2018

Net Assets

Up

$4,821,228

Up $449,452 (+10%) from 2018

Liabilities

Down

$0

Down $2,329 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin26th percentile

Revenue

Up

$361,269

Up $23,449 (+6.9%) from 2018

Expenses

Down

$382,293

Down $17,748 (-4.4%) from 2018

Net Income

Up

-$21,024

Up $41,197 (+66%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2019

Assets$4,821,228
Liabilities$0
Net Assets$4,821,228
Open 2019 Filing

Operations Trend

Revenue Growth57th 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

2019

Revenue$361,269
Expenses$382,293
Net Income-$21,024
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 14, 2020
Return Version
2019v5.0
Gross Receipts
$370,616
Mission and Program Overview

Mission

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

The organization's primary purpose is to raise funds to provide tuition assistance to local catholic schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,354,741$4,810,920▲ $456,179
Cash and Non-Interest-Bearing Accounts$19,364$10,308▼ $9,056
Total Assets$4,374,105$4,821,228▲ $447,123
Liabilities
Accounts Payable and Accrued Expenses$2,329--
Total Liabilities$2,329$0▼ $2,329
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,371,776$4,821,228▲ $449,452
Total Net Assets Fund Balance$4,371,776$4,821,228▲ $449,452
Total Liabilities and Net Assets / Fund Balance$4,374,105$4,821,228▲ $447,123

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$552$552
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Daniel PilkaPresident
James DeanDirector
John WendelDirector
Maittee GranaAdministrato
Michelle McqueenSecretary
Peggy MckeelSecretary
Gerri PennachioTreasurer
Jennifer NixonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$9,186
Program Service Revenue
$0
Investment Income
$329,863
Other Revenue
$22,220
All Other Contributions
$9,186
Change in Net Assets
$-21,024

Audited Revenue Reconciliation

Revenue per Audited Statements
$361,269
Total Revenue per Audited Statements
$361,269
Total Revenue per Form 990
$361,269
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$280,622
Other Expenses$51,814
Salaries, Compensation, and Employee Benefits$49,857
Total Fundraising Expense$145
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$280,622--$280,622
Current Officers, Directors, Trustees, and Key Employees$23,042$23,042-$46,084
Fees for Service Investment Mgmnt Fees-$21,536-$21,536
Fees for Services Legal$14,747--$14,747
Fees for Services Accounting-$7,950-$7,950
Payroll Taxes$3,773--$3,773
Office Expenses-$3,601-$3,601
Insurance$2,358--$2,358
Advertising$433-$145$578
Fees for Services Other$543--$543
Other Expenses$501--$501
Total Functional Expenses$326,019$56,129$145$382,293

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$382,293
Total Expenses per Audited Statements$382,293
Total Expenses per Form 990$382,293
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Fe Catholic High SchoolLakeland, FL501c3-$167,198
ST JOSEPH'S ACADEMYLakeland, FL501c3Support$97,992
Resurrection Catholic SchoolLakeland, FL501c3-$15,432
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$31,567
Fundraising Direct Expenses$9,347
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$31,567$31,567$9,347$22,220
Total Events$31,567$31,567$9,347$22,220
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 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
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 Educational Foundation
EIN
59-3111660
Phone
8636838780
Address
107 ALLAMANDA DRIVE, LAKELAND, FL 33803

Signing Officer

Name
Daniel Pilka
Title
President
Phone
8635355225
Signed
2020-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Pilka
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
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.”

Form 990, Part XI, Line 9

“IRS PENALTY -9,800”

Raw XML Appendix389 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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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09347
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031567
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031567
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031567
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031567
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt022220
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IRS990ScheduleI/RecipientTable/CashGrantAmt1167198
IRS990ScheduleI/RecipientTable/CashGrantAmt215432
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2RESURRECTION CATHOLIC SCHOOL
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IRS990ScheduleI/RecipientTable/RecipientEIN1596057206
IRS990ScheduleI/RecipientTable/RecipientEIN2593210586
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0310 FRANK LLOYD WRIGHT WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13110 US 92
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2333 TERRACE WAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAKELAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LAKELAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LAKELAND
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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/ExplanationTxt3IRS PENALTY -9,800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt04821228
IRS990/TotalAssetsGrp/BOYAmt04374105
IRS990/TotalAssetsGrp/EOYAmt04821228
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt09186
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0145
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt056129
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0326019
IRS990/TotalFunctionalExpensesGrp/TotalAmt0382293
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02329
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt02329
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04821228
IRS990/TotalProgramServiceExpensesAmt0326019
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0329863
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0361269
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04374105
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04821228
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0647 TEMPLE TERRACE
IRS990/USAddress/CityNm0LAKELAND
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IRS990/USAddress/ZIPCd033801
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL PILKA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08635355225
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST JOSEPHS EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0STJO
ReturnHeader/Filer/EIN0593111660
ReturnHeader/Filer/PhoneNum08636838780
ReturnHeader/Filer/USAddress/AddressLine1Txt0107 ALLAMANDA DRIVE
ReturnHeader/Filer/USAddress/CityNm0LAKELAND
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.76.60.74
ReturnHeader/FilingSecurityInformation/IPDt02020-06-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:35:22
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/PreparationDt02020-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R RAMOS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-09T11:35:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
$4,821,228
Liabilities
$0
Net assets
$4,821,228
Revenue
$361,269
Expenses
$382,293
Net income
-$21,024
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits