Civic Intelligence

St. Josephs Educational Foundation Inc.

990 • Fiscal year 2021 • EIN 59-3111660

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 11, 2024

Organization Profile
210 W Lemon StLakeland, FL 33815

(863) 683-8780

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

88th percentile

53%

Higher net margin than 88% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

41st percentile

$11,250

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

30th percentile

1.2%

Faster asset growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,907,025

Up $57,289 (+1.2%) from 2020

Net Assets

Up

$4,907,025

Up $57,289 (+1.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin88th percentile

Revenue

Down

$451,682

Down $272,480 (-38%) from 2020

Expenses

Down

$210,327

Down $203,529 (-49%) from 2020

Net Income

Down

$241,355

Down $68,951 (-22%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2021

Assets$4,907,025
Liabilities$0
Net Assets$4,907,025
Open 2021 Filing

Operations Trend

Revenue Growth7th 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

2021

Revenue$451,682
Expenses$210,327
Net Income$241,355
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 11, 2024
Return Version
2021v4.0
Gross Receipts
$2,989,691
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$4,810,823$4,846,725▲ $35,902
Cash and Non-Interest-Bearing Accounts$38,913$60,300▲ $21,387
Total Assets$4,849,736$4,907,025▲ $57,289
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,849,736$4,907,025▲ $57,289
Total Net Assets Fund Balance$4,849,736$4,907,025▲ $57,289
Total Liabilities and Net Assets / Fund Balance$4,849,736$4,907,025▲ $57,289

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$552$552
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Maittee GranaAdministratoPT$11,250$11,250

Board Members and Trustees

NameTitle
Andrew LofaroChairman
Patty BeckerVice-chair
Daniel PilkaDirector
Deborah SchwopeDirector
Fr Timothy LaboDirector
Matt FranzinoDirector
Peggy MckeelDirector
Michelle McqueenSecretary
Gerri PennachioTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$60,421
Program Service Revenue
$0
Investment Income
$391,261
Other Revenue
$0
All Other Contributions
$60,421
Change in Net Assets
$241,355
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$163,690
Other Expenses$34,464
Salaries, Compensation, and Employee Benefits$12,173
Total Fundraising Expense$9
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$163,690--$163,690
Fees for Service Investment Mgmnt Fees-$23,293-$23,293
Current Officers, Directors, Trustees, and Key Employees$11,250--$11,250
Fees for Services Accounting-$8,475-$8,475
Insurance$1,773--$1,773
Payroll Taxes$923--$923
Office Expenses-$877-$877
Advertising$27-$9$36
Fees for Services Other$10--$10
Total Functional Expenses$177,673$32,645$9$210,327
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Fe Catholic High SchoolLakeland, FL501c3-$133,024
Resurrection Catholic SchoolLakeland, FL501c3-$30,666
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
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
210 W LEMON ST, LAKELAND, FL 33815

Signing Officer

Name
Andrew Lofaro
Title
Chairman
Signed
2024-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Lofaro
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
1

Preparer

Firm
Ramos & Floyd Cpas Pllc
Address
4215 OLD ROAD 37, LAKELAND, FL 33813
Preparer
Trisha M Floyd 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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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.
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,907,025
Liabilities
$0
Net assets
$4,907,025
Revenue
$451,682
Expenses
$210,327
Net income
$241,355
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