Civic Intelligence

Notre Dame Academy Foundation

990 • Fiscal year 2018 • EIN 82-3446307

Sep 18, 2017 to Jun 30, 2018 • Filed on May 14, 2019

Organization ProfileWWW.NDA.ORG
3535 West Sylvania AvenueToledo, OH 43623

(419) 475-9359

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

4th percentile

-81%

Higher net margin than 4% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

79th percentile

$131,149

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 46.7% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

$4,269,512

No earlier filing loaded for comparison.

Net Assets

$4,269,512

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin4th percentile

Revenue

$280,830

No earlier filing loaded for comparison.

Expenses

$508,854

No earlier filing loaded for comparison.

Net Income

-$228,024

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2018: $4,269,512Liabilities 2018: $0Net Assets 2018: $4,269,5122018Assets 2018: $4,269,512Liabilities 2018: $0Net Assets 2018: $4,269,5122018Assets 2019: $4,647,993Liabilities 2019: $0Net Assets 2019: $4,647,9932019Assets 2020: $8,541,477Liabilities 2020: $0Net Assets 2020: $8,541,4772020Assets 2021: $10,760,212Liabilities 2021: $0Net Assets 2021: $10,760,2122021Assets 2022: $8,998,375Liabilities 2022: $0Net Assets 2022: $8,998,3752022Assets 2023: $9,735,907Liabilities 2023: $0Net Assets 2023: $9,735,9072023

Highlighted filing

2018

Assets$4,269,512
Liabilities$0
Net Assets$4,269,512
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $280,830Expenses 2018: $508,854Net Income 2018: -$228,0242018Revenue 2018: $280,830Expenses 2018: $508,854Net Income 2018: -$228,0242018Revenue 2019: $590,007Expenses 2019: $155,378Net Income 2019: $434,6292019Revenue 2020: $543,393Expenses 2020: $316,375Net Income 2020: $227,0182020Revenue 2021: $1,325,531Expenses 2021: $517,025Net Income 2021: $808,5062021Revenue 2022: $649,830Expenses 2022: $420,748Net Income 2022: $229,0822022Revenue 2023: $678,722Expenses 2023: $428,147Net Income 2023: $250,5752023

Highlighted filing

2018

Revenue$280,830
Expenses$508,854
Net Income-$228,024
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 18, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$2,049,848
Mission and Program Overview

Mission

The foundation was established to hold, invest and administer contributions, gifts and grants from the general public for the benefit of notre dame academy.

SEE BELOW

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$2,072,369-
Investments Other Securities-$2,027,619-
Cash and Non-Interest-Bearing Accounts-$169,524-
Total Assets$0$4,269,512▲ $4,269,512
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$0$2,923,413▲ $2,923,413
Temporarily Rstr Net Assets$0$1,188,493▲ $1,188,493
Unrestricted Net Assets$0$157,606▲ $157,606
Total Net Assets Fund Balance$0$4,269,512▲ $4,269,512
Total Liabilities and Net Assets / Fund Balance$0$4,269,512▲ $4,269,512

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$225,896--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$0$4,072,869▲ $211,362-$4,269,512
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleOtherTotal
Kim GrilliotPresident$131,149$131,149

Board Members and Trustees

NameTitle
John KrausBoard Chair
Mary WestphalVice Chair
Bart KulishTrustee
Brian RandolphTrustee
Dick SterlingTrustee
Jeff WisniewskiTrustee
Joseph RideoutTrustee
Matt AndersonTrustee
Rob LoebTrustee
Robert RuseTrustee
Sarah BednarskiTrustee
Sr Carol Mary GregoryTrustee
Sr Joanne Mary FraniaTrustee
Susan PaydenTrustee
Dave KoenigSecretary
Dina SkeldingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$115,511
Program Service Revenue
$0
Investment Income
$165,319
Other Revenue
$0
All Other Contributions
$115,511
Change in Net Assets
$-228,024
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$494,135
Other Expenses$14,719
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$494,135--$494,135
Fees for Service Investment Mgmnt Fees$14,719--$14,719
Total Functional Expenses$508,854$0$0$508,854
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Notre Dame AcademyToledo, OH501(c)(3)To Support the Operations of Notre Dame Academy$494,135
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A copy of form 990 was provided to the organization's board chair for review prior to submission to the irs.”

Form 990, Part VI, Section B, Line 12C

“All board members are required to sign a conflict of interest statement upon joining the board and updated annually. If a conflict were to arise, the board of directors would investigate and rule on the conflict by a majority vote.”

Form 990, Part VI, Section C, Line 18

“The organization makes its form 990 available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Notre Dame Academy Foundation
EIN
82-3446307
Phone
4194759359
Address
3535 WEST SYLVANIA AVENUE, TOLEDO, OH 43623

Signing Officer

Name
Kim Grilliot
Title
President
Phone
4197251272
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
Oh
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
16

Preparer

Firm
Gilmore Jasion Mahler Ltd
Address
1715 INDIAN WOOD CIRCLE STE 100, MAUMEE, OH 43537
Preparer
Steve Miller
Phone
4197942000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer from school to foundation 4,451,493.”

Financial Statement Notes

PART V, LINE 4:

“Endowment fund is used for scholarships or campus ministries.”

PART X, LINE 2:

“Management has analyzed the tax positions taken by the school, and has concluded that there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

Raw XML AppendixShowing 400 of 463 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE BELOW
IRS990/AllOtherContributionsAmt0115511
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PATRICIA DUNN
IRS990/BooksInCareOfDetail/PhoneNum04197251272
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03535 WEST SYLVANIA AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0TOLEDO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043623
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/EOYAmt0169524
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0115511
IRS990/CYGrantsAndSimilarPaidAmt0494135
IRS990/CYInvestmentIncomeAmt0165319
IRS990/CYOtherExpensesAmt014719
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-228024
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0508854
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0280830
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION WAS ESTABLISHED TO HOLD, INVEST AND ADMINISTER CONTRIBUTIONS, GIFTS AND GRANTS FROM THE GENERAL PUBLIC FOR THE BENEFIT OF NOTRE DAME ACADEMY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0508854
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt014719
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt014719
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt02.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt12.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt101.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt111.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt131.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt141.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt151.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt161.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt49522
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN KRAUS
IRS990/Form990PartVIISectionAGrp/PersonNm1MARY WESTPHAL
IRS990/Form990PartVIISectionAGrp/PersonNm2DINA SKELDING
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVE KOENIG
IRS990/Form990PartVIISectionAGrp/PersonNm4KIM GRILLIOT
IRS990/Form990PartVIISectionAGrp/PersonNm5ROB LOEB
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN PAYDEN
IRS990/Form990PartVIISectionAGrp/PersonNm7MATT ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm8SARAH BEDNARSKI
IRS990/Form990PartVIISectionAGrp/PersonNm9SR JOANNE MARY FRANIA
IRS990/Form990PartVIISectionAGrp/PersonNm10SR CAROL MARY GREGORY
IRS990/Form990PartVIISectionAGrp/PersonNm11BART KULISH
IRS990/Form990PartVIISectionAGrp/PersonNm12BRIAN RANDOLPH
IRS990/Form990PartVIISectionAGrp/PersonNm13JOSEPH RIDEOUT
IRS990/Form990PartVIISectionAGrp/PersonNm14ROBERT RUSE
IRS990/Form990PartVIISectionAGrp/PersonNm15DICK STERLING
IRS990/Form990PartVIISectionAGrp/PersonNm16JEFF WISNIEWSKI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4121627
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt024756
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantAmt0494135
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0494135
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0494135
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01793774
IRS990/GrossReceiptsAmt02049848
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InitialReturnInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0140563
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0140563
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02027619
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02072369
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01769018
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION WAS ESTABLISHED TO HOLD, INVEST AND ADMINISTER CONTRIBUTIONS, GIFTS AND GRANTS FROM THE GENERAL PUBLIC FOR THE BENEFIT OF NOTRE DAME ACADEMY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesEOYAmt04269512
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt024756
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt024756
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt046043
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt04451493
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02923413
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYExcessBenefitTransInd00
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-228024
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0165319
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt02018 IS THE FIRST YEAR AS A 501(C)(3) ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SHORT YEAR EXPLANATION:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0115511
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0115511
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0115511
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0115511
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0115511
IRS990ScheduleA/TotalSupportAmt0115511
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.03690
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt014719
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt04072869
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04269512
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0211362
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0889566
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1353631
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2280237
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3278289
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4225896
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PORTFOLIO 21 GLOBAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc1PAX MSCI EAFE ESG LEADERS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2NEUBERGER B. SUST. EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc3AVE MARIA GROWTH FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc4PARNASSUS CORE EQUITY FND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.68470
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUND IS USED FOR SCHOLARSHIPS OR CAMPUS MINISTRIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL, AND HAS CONCLUDED THAT THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.27840
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02027619
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0494135
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE OPERATIONS OF NOTRE DAME ACADEMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NOTRE DAME ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0344428228
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03535 W SYLVANIA AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TOLEDO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043623
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATION'S BOARD CHAIR FOR REVIEW PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT UPON JOINING THE BOARD AND UPDATED ANNUALLY. IF A CONFLICT WERE TO ARISE, THE BOARD OF DIRECTORS WOULD INVESTIGATE AND RULE ON THE CONFLICT BY A MAJORITY VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER FROM SCHOOL TO FOUNDATION 4,451,493.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NOTRE DAME ACADEMY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0344428228
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CATHOLIC COLLEGE PREPARATORY HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03535 W SYLVANIA AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TOLEDO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043623
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0494135
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0AMT OF CASH TRANSFERRED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NOTRE DAME ACADEMY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01188493
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt04269512
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt04269512
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0115511
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0508854
IRS990/TotalFunctionalExpensesGrp/TotalAmt0508854
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,269,512
Liabilities
$0
Net assets
$4,269,512
Revenue
$280,830
Expenses
$508,854
Net income
-$228,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$9.74$0.00$9.74$0.68$0.43$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.00$0.00$9.00$0.65$0.42$0.23
2021Summary only. Only limited summary data is available for this year.$10.8$0.00$10.8$1.33$0.52$0.81
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.54$0.00$8.54$0.54$0.32$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.00$4.65$0.59$0.16$0.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$0.00$4.27$0.28$0.51$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.28$0.51$0.23