Civic Intelligence

San Jose Episcopal Church Foundation Inc

990 • Fiscal year 2016 • EIN 59-3368537

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 31, 2018

Organization Profilen/a
7423 San Jose BoulevardJacksonville, FL 32217

(904) 733-1811

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-2635%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

13th percentile

-34%

Faster asset growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-71%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$396,335

Down $206,383 (-34%) from 2015

Net Assets

Down

$396,335

Down $206,383 (-34%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin1st percentile

Revenue

Down

$7,884

Down $19,424 (-71%) from 2015

Expenses

Up

$215,662

Up $203,751 (+1711%) from 2015

Net Income

Down

-$207,778

Down $223,175 (-1449%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$800K$600K$400K$200K$0Assets 2010: $636,612Liabilities 2010: $0Net Assets 2010: $636,6122010Assets 2011: $632,695Liabilities 2011: $0Net Assets 2011: $632,6952011Assets 2012: $636,516Liabilities 2012: $0Net Assets 2012: $636,5162012Assets 2013: $587,886Liabilities 2013: $0Net Assets 2013: $587,8862013Assets 2014: $588,894Liabilities 2014: $0Net Assets 2014: $588,8942014Assets 2015: $602,718Liabilities 2015: $0Net Assets 2015: $602,7182015Assets 2016: $396,335Liabilities 2016: $0Net Assets 2016: $396,3352016Assets 2017: $393,351Liabilities 2017: $0Net Assets 2017: $393,3512017

Highlighted filing

2016

Assets$396,335
Liabilities$0
Net Assets$396,335
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$400K$200K$0-$200K-$400KExpenses 2010: $107,6332010Expenses 2011: $5,2732011Revenue 2012: $3,033Expenses 2012: $3,706Net Income 2012: -$6732012Revenue 2013: $9,722Expenses 2013: $56,961Net Income 2013: -$47,2392013Revenue 2014: $4,220Expenses 2014: $4,660Net Income 2014: -$4402014Revenue 2015: $27,308Expenses 2015: $11,911Net Income 2015: $15,3972015Revenue 2016: $7,884Expenses 2016: $215,662Net Income 2016: -$207,7782016Revenue 2017: -$2,584Expenses 2017: $1,322Net Income 2017: -$3,9062017

Highlighted filing

2016

Revenue$7,884
Expenses$215,662
Net Income-$207,778
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 31, 2018
Return Version
2016v3.0
Gross Receipts
$30,677
Mission and Program Overview

Mission

The foundation was established to support, enhance and continue the religious, charitable and educational activities of san jose episcopal church and to support it not only in the internal affairs of the parish and church at large, but also in christian and charitable activities in the community.

The foundation was established to support, enhance and continue the religious charitable and educational activities of san jose episcopal church and to support it not only in the internal affairs of the parish and church at large, but also in christian and charitable activities in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$200,000--
Land, Buildings, and Equipment, Net$173,600$173,244▼ $356
Investments in Publicly Traded Securities$182,058$169,148▼ $12,910
Savings and Temporary Cash Investments$23,304$37,713▲ $14,409
Cash and Non-Interest-Bearing Accounts$23,756$16,230▼ $7,526
Total Assets$602,718$396,335▼ $206,383
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$500,981$294,598▼ $206,383
Permanently Rstr Net Assets$101,737$101,737→ $0
Total Net Assets Fund Balance$602,718$396,335▼ $206,383
Total Liabilities and Net Assets / Fund Balance$602,718$396,335▼ $206,383

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$173,244$13,130$186,374
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Sylvia Wrenpresident
Joe Hallvice-president
Charles HughesTrustee
Matt GreeneTrustee
Ron FosterTrustee
Williams ElizabethSecretary
Lee Nimnichttreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$349
Other Revenue
$7,535
Change in Net Assets
$-207,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$215,662
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$356-$356
Fees for Service Investment Mgmnt Fees-$245-$245
Other Expenses$15,000$61-$61
Total Functional Expenses$15,000$200,662$0$215,662
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 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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The Members of the Corporation (the "Members) consist of the Rector, Wardens, and the Vestry of San Jose Episcopal Church. The Members have no right, title, or interest whatsoever in the Corporation's income, property, or assets. No income, property, or assets will be distributed to any Member on the dissolution of the Corporation.”

Form 990, Part VI, Section A, line 7A

“Members of the Corporation have the right to elect or appoint one or more trustees during annual Members' meetings.”

Form 990, Part VI, Section A, line 7B

“Any person elected to fill a vacancy in the Board of Trustees by a majority of the remaining trustees can be removed or approved at the Members annual meetings.”

Form 990, Part VI, Section B, line 11B

“A copy of the Form 990 was provided to the Board Members of the Foundation.”

Form 990, Part VI, Section B, line 12

“San Jose Episcopal Church Foundation, Inc. has organizational documents that cover conflict of interest avoidance. The Board is in process of developing a conflict of interest policy, whistleblower policy and document retension and distruction policy.”

Form 990, Part VI, Section C, line 18

“The Form 990 is available for public inspection at www.GUIDESTAR.ORG”

Form 990, Part VI, Section C, line 19

“The governing documents and financial statements are available to the public upon request via telephone, fax or mail.”

Filing and Contact Details

Filer

Filer Name
San Jose Episcopal
EIN
59-3368537
Phone
9047331811
Address
7423 San Jose Boulevard, Jacksonville, FL 32217

Signing Officer

Name
Elizabeth Williams
Title
Secretary
Phone
9042817606
Signed
2018-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Williams
Formed
1997
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
KresgePlatt & Abare PLLC
Address
1200 Plantation Island drive Suite, 230, StAugustine, FL 32080
Preparer
William T Abare IIICPA
Phone
9044600747
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Members of the Corporation (the "Members) consist of the Rector, Wardens, and the Vestry of San Jose Episcopal Church. The Members have no right, title, or interest whatsoever in the Corporation's income, property, or assets. No income, property, or assets will be distributed to any Member on the dissolution of the Corporation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members of the Corporation have the right to elect or appoint one or more trustees during annual Members' meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Any person elected to fill a vacancy in the Board of Trustees by a majority of the remaining trustees can be removed or approved at the Members annual meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A copy of the Form 990 was provided to the Board Members of the Foundation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4San Jose Episcopal Church Foundation, Inc. has organizational documents that cover conflict of interest avoidance. The Board is in process of developing a conflict of interest policy, whistleblower policy and document retension and distruction policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Form 990 is available for public inspection at www.GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The governing documents and financial statements are available to the public upon request via telephone, fax or mail.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0San Jose Episcopal Church
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1San Jose Episcopal Day School
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2san Jose Episcopal Day School Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0590683264
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1591637843
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2237230023
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Religious activities
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Educational instructions
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Support of Educational Activities
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07423 San Jose Blvd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt17423 San Jose Blvd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt27423 San Jose Blvd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Jacksonville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1jacksonville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2jacksonville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd032217
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd132217
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd232217
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt015000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0cash
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0San Jose Episcopal Church
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0602718
IRS990/TotalAssetsEOYAmt0396335
IRS990/TotalAssetsGrp/BOYAmt0602718
IRS990/TotalAssetsGrp/EOYAmt0396335
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0200662
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt015000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0215662
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0602718
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0396335
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt015000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07884
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07884
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0602718
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0396335
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0500981
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0294598
IRS990/USAddress/AddressLine1Txt07423 San Jose Blvd
IRS990/USAddress/CityNm0Jacksonville
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032217
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0n/a
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Elizabeth Williams
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum09042817606
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Jose Episcopal
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHURCH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0593368537
ReturnHeader/Filer/PhoneNum09047331811
ReturnHeader/Filer/USAddress/AddressLine1Txt07423 San Jose Boulevard
ReturnHeader/Filer/USAddress/CityNm0Jacksonville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032217
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F1931AA4B5A599E510ADF5ED8C22F69DC9FB6510
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.79.81.213
ReturnHeader/FilingSecurityInformation/IPDt02018-01-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:51:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320025877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KresgePlatt & Abare PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01200 Plantation Island drive Suite
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0StAugustine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$396,335
Liabilities
$0
Net assets
$396,335
Revenue
$7,884
Expenses
$215,662
Net income
-$207,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.03$0.01$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.08$2.16$2.08
2015Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.27$0.12$0.15
2014Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.04$0.05$0.00
2013Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.10$0.57$0.47
2012Summary only. Only limited summary data is available for this year.$6.37$0.00$6.37$0.03$0.04$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.33$0.00$6.33$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.37$0.00$6.37$1.08