Civic Intelligence

Holy Family Academy Inc.

EIN 87-3094925 • 501(c)3 • Lodi, WI

Pub. 78 Eligible990-N Coverage

Profile

Holy family academy is organized exclusively for charitable, religious, educational, and scientific purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations under the section 501 (c) (3) of the internal revenue code, or corresponding section of any future federal tax code. Our mission is to gather our children and teach them what they need for their salvation.

N1079 Oconnor RdLodi, WI 53555

www.holyfamilyacademywi.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.02x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

43rd percentile

-0.7%

Higher net margin than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$37,981

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 32.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

55th percentile

0.0%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$59,138

Up $11 (+0.0%) from 2023

Liabilities

Up

$895

Up $895 from 2023

Net Assets

Down

$58,243

Down $884 (-1.5%) from 2023

Revenue

Up

$118,751

Up $14,814 (+14%) from 2023

Expenses

Up

$119,635

Up $36,463 (+44%) from 2023

Net Income

Down

-$884

Down $21,649 (-104%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2023: $59,127Liabilities 2023: $0Net Assets 2023: $59,1272023Assets 2024: $59,138Liabilities 2024: $895Net Assets 2024: $58,2432024

Highlighted filing

2024

Assets$59,138
Liabilities$895
Net Assets$58,243

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2023: $103,937Expenses 2023: $83,172Net Income 2023: $20,7652023Revenue 2024: $118,751Expenses 2024: $119,635Net Income 2024: -$8842024

Highlighted filing

2024

Revenue$118,751
Expenses$119,635
Net Income-$884

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.0
Gross Receipts
$146,787
Mission and Program Overview

Mission

Holy family academy is organized exclusively for charitable, religious, educational, and scientific purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations under the section 501 (c) (3) of the internal revenue code, or corresponding section of any future federal tax code. Our mission is to gather our children and teach them what they need for their salvation.

Program Services

DescriptionGrantsExpenses
OUR PURPOSE IS TO PROVIDE A CLASSICAL EDUCATION THAT WILL FORM THE NEXT GENERATION WITH A STRONG UNDERSTANDING OF OBJECTIVE TRUTH, A DEEP LOVE OF FAMILIAL BEAUTY, AND THE ABILITY TO ALWAYS ADHERE TO THEIR DUTY OF STATE.-$107,361
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY MEINHOLZHeadmasterPT$37,981-$37,981
CHARLES UEBERSETZIGPresident/Tr-$0--
JOESEPH LAFAVESecretary-$0--
HELEN CLEMENSDirector-$0--
RYAN NELSONDirector-$0--
ANNE UEBERSETZIGDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Scrip Cards Fun$27,580$27,580$26,430$1,150
Jog a Thon$19,600$19,600$1,606$17,994
Total Events$47,180$47,180$28,036$19,144
Filing and Contact Details

Filer

Filer Name
Holy Family Academy Inc
EIN
87-3094925
Phone
6083331449
Address
N1079 OCONNOR RD, LODI, WI 53555

Signing Officer

Name
Charles Uebersetzig
Title
President/treasurer
Phone
6083331449
Signed
2025-04-28

Preparer

Firm
Kollath LLC
Address
421 WATER ST STE 111, PRAIRIE DU SAC, WI 53578
Preparer
Julie Miller
Phone
6086440206
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising & marketing 924 office supplies 95 phone service 390 supplies 1,590 internet & tv service 1,440 liability ins 1,390 workers comp ins 729 curriculum expense 6,582 licenses & permits 54 memberships/subscription 3,212 merchant account fees 4 total 16,410

Form 990-ez, Part II, Line 24

Accounts receivable 4,669 0 curriculum 0 0 total 4,669 0

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 895

Form 990-ez, Part III

Holy family academy is organized exclusively for charitable, religious, educational, and scientific purposes, including, for such purposes, the making of distributions to organizations that qualify as exempt organizations under the section 501 (c) (3) of the internal revenue code, or corresponding section of any future federal tax code. Our mission is to gather our children and teach them what they need for their salvation.

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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/ExplanationTxt0EXPENSES ADVERTISING & MARKETING 924 OFFICE SUPPLIES 95 PHONE SERVICE 390 SUPPLIES 1,590 INTERNET & TV SERVICE 1,440 LIABILITY INS 1,390 WORKERS COMP INS 729 CURRICULUM EXPENSE 6,582 LICENSES & PERMITS 54 MEMBERSHIPS/SUBSCRIPTION 3,212 MERCHANT ACCOUNT FEES 4 TOTAL 16,410
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HOLY FAMILY ACADEMY IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER THE SECTION 501 (C) (3) OF THE INTERNAL REVENUE CODE, OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. OUR MISSION IS TO GATHER OUR CHILDREN AND TEACH THEM WHAT THEY NEED FOR THEIR SALVATION.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES UEBERSETZIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06083331449
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ReturnHeader/Filer/PhoneNum06083331449
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE MILLER
ReturnHeader/ReturnTs02025-05-20T11:48:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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