Civic Intelligence

Saint Joseph Academy

990EZ • Fiscal year 2021 • EIN 84-3901120

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 12, 2021

Organization ProfileN/A
PO Box 250Templeton, MA 01468

(603) 763-1722

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

81st percentile

39%

Higher net margin than 81% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

97th percentile

$78,461

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 43.2% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets69th percentile

Assets

$5,253

No earlier filing loaded for comparison.

Net Assets

$5,121

No earlier filing loaded for comparison.

Liabilities

$132

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin81st percentile

Revenue

$181,575

No earlier filing loaded for comparison.

Expenses

$110,610

No earlier filing loaded for comparison.

Net Income

$70,965

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.

$6.0K$4.0K$2.0K$0Assets 2021: $5,253Liabilities 2021: $132Net Assets 2021: $5,1212021Assets 2022: $0Net Assets 2022: $02022

Highlighted filing

2021

Assets$5,253
Liabilities$132
Net Assets$5,121
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2021: $181,575Expenses 2021: $110,610Net Income 2021: $70,9652021Revenue 2022: $31,680Expenses 2022: $36,803Net Income 2022: -$5,1232022

Highlighted filing

2021

Revenue$181,575
Expenses$110,610
Net Income$70,965
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 12, 2021
Return Version
2020v4.0
Gross Receipts
$181,575
Mission and Program Overview

Mission

The operation of an independent school for boys that incorporates classical learning and a practical training in the trades.

Program Services

DescriptionGrantsExpenses
EDUCATION OF YOUNG MEN IN THE MANUAL ARTS AND THE CATHOLIC LIBERAL EDUCATION TRADITION-$104,694
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP SCHEURERPresidentFT$78,461-$78,461
Filing and Contact Details

Filer

Filer Name
Saint Joseph Academy
EIN
84-3901120
Phone
6037631722
Address
PO BOX 250, TEMPLETON, MA 01468

Signing Officer

Name
Philip Scheurer
Title
President
Phone
6037631722
Signed
2021-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Champion Accounting Solutions
Address
14 PLEASANT PL PO BOX 42, SUNAPEE, NH 03782-0042
Preparer
Bernard R Towne CPA
Phone
6037631722
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising & marketing 53 office supplies & software 2,302 meals (business meetings) 122 insurance 2,397 taxes & licenses 618 school supplies 1,589 trade program supplies 1,373 total 8,454”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 294 132 unsecured notes and loans payable 88,000 0”

Form 990-ez, Part III

“The operation of an independent school for boys that incorporates classical learning and a practical training in the trades.”

Raw XML Appendix129 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0PHILIP SCHEURER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUNSTONE BOOKKEEPING COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum06037631144
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt014 PLEASANT PLACE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SUNAPEE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd003782
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022450
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05253
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0172200
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt070965
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02996
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022450
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05253
IRS990EZ/GrossReceiptsAmt0181575
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-65844
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05121
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-65844
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05121
IRS990EZ/OccupancyRentUtltsAndMaintAmt03600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt078461
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHILIP SCHEURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08454
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE OPERATION OF AN INDEPENDENT SCHOOL FOR BOYS THAT INCORPORATES CLASSICAL LEARNING AND A PRACTICAL TRAINING IN THE TRADES.
IRS990EZ/ProgramServiceRevenueAmt09375
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION OF YOUNG MEN IN THE MANUAL ARTS AND THE CATHOLIC LIBERAL EDUCATION TRADITION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0104694
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt095560
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt088294
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0132
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0110610
IRS990EZ/TotalProgramServiceExpensesAmt0104694
IRS990EZ/TotalRevenueAmt0181575
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING & MARKETING 53 OFFICE SUPPLIES & SOFTWARE 2,302 MEALS (BUSINESS MEETINGS) 122 INSURANCE 2,397 TAXES & LICENSES 618 SCHOOL SUPPLIES 1,589 TRADE PROGRAM SUPPLIES 1,373 TOTAL 8,454
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 294 132 UNSECURED NOTES AND LOANS PAYABLE 88,000 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OPERATION OF AN INDEPENDENT SCHOOL FOR BOYS THAT INCORPORATES CLASSICAL LEARNING AND A PRACTICAL TRAINING IN THE TRADES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP SCHEURER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06037631722
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAINT JOSEPH ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0SAIN
ReturnHeader/Filer/EIN0843901120
ReturnHeader/Filer/PhoneNum06037631722
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 250
ReturnHeader/Filer/USAddress/CityNm0TEMPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001468
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475175461
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHAMPION ACCOUNTING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 PLEASANT PL PO BOX 42
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUNAPEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0037820042
ReturnHeader/PreparerPersonGrp/PhoneNum06037631722
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNARD R TOWNE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-08-19T09:22:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHILIP
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHEURER
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,253
Liabilities
$132
Net assets
$5,121
Revenue
$181,575
Expenses
$110,610
Net income
$70,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.32$0.37$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.82$1.11$0.71