Liabilities / Assets
69th percentile
Higher debt load relative to assets than 69% of similar nonprofits.
EIN 87-3094925 • 501(c)3 • Lodi, WI
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.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
69th percentile
Higher debt load relative to assets than 69% of similar nonprofits.
Liabilities / Revenue
68th percentile
Higher debt load relative to revenue than 68% of similar nonprofits.
Net Margin
43rd percentile
Higher net margin than 43% of similar nonprofits.
Top Officer Pay
91st percentile
Higher top officer pay than 91% of similar nonprofits.
Top officer pay equals 32.0% of source-year revenue.
Asset Growth
55th percentile
Faster asset growth than 55% of similar nonprofits.
Revenue Growth
68th percentile
Faster revenue growth than 68% of similar nonprofits.
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
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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.
| Description | Grants | Expenses |
|---|---|---|
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TIMOTHY MEINHOLZ | Headmaster | PT | $37,981 | - | $37,981 |
| CHARLES UEBERSETZIG | President/Tr | - | $0 | - | - |
| JOESEPH LAFAVE | Secretary | - | $0 | - | - |
| HELEN CLEMENS | Director | - | $0 | - | - |
| RYAN NELSON | Director | - | $0 | - | - |
| ANNE UEBERSETZIG | Director | - | $0 | - | - |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net 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 |
“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”
“Accounts receivable 4,669 0 curriculum 0 0 total 4,669 0”
“Accounts payable and accrued expenses 0 895”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | CHARLES UEBERSETZIG |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6083331449 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | N1079 OCONNOR ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LODI |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53555 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 54458 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 59138 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 56291 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -884 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 650 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 59127 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 59138 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 49084 |
| IRS990EZ/GrossReceiptsAmt | 0 | 146787 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 59127 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 58243 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 59127 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 58243 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 4795 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 37981 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CHARLES UEBERSETZIG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JOESEPH LAFAVE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | HELEN CLEMENS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | RYAN NELSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ANNE UEBERSETZIG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | TIMOTHY MEINHOLZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT/TR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | HEADMASTER |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 4669 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 16410 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 146 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 41412 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 107361 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 97634 |
| IRS990EZ/SchoolOperatingInd | 0 | true |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 28036 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 21048 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | WI |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 895 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 119635 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 107361 |
| IRS990EZ/TotalRevenueAmt | 0 | 118751 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.HOLYFAMILYACADEMYWI.COM |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | true |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | false |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | true |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | true |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | true |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | true |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | true |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 0 | HOLY FAMILY ACADEMY DOES NOT PRACTICE OR PERMIT ANY UNLAWFUL DISCRIMINATION ON THE BASIS OF SEX, AGE, RACE, COLOR, NATIONAL ORIGIN, RELIGION, PHYSICAL HANDICAP OR DISABILITY, OR ANY OTHER BASIS PROHIBITED BY LAW. |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE E, LINE 3 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 28036 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | SCRIP CARDS FUN |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | JOG A THON |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 27580 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt | 0 | 19600 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 47180 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 27580 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt | 0 | 19600 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 47180 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 19144 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 28036 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 26430 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt | 0 | 1606 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNTS RECEIVABLE 4,669 0 CURRICULUM 0 0 TOTAL 4,669 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 895 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CHARLES UEBERSETZIG |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT/TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6083331449 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-04-28 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HOLY FAMILY ACADEMY INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HOLY |
| ReturnHeader/Filer/EIN | 0 | 873094925 |
| ReturnHeader/Filer/PhoneNum | 0 | 6083331449 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | N1079 OCONNOR RD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LODI |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 53555 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 372123844 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | KOLLATH LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 421 WATER ST STE 111 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | PRAIRIE DU SAC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 53578 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6086440206 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-04-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JULIE MILLER |
| ReturnHeader/ReturnTs | 0 | 2025-05-20T11:48:56-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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