Civic Intelligence

Sjrs Batavia Foundation Inc.

EIN 93-2916336 • 501(c)3 • Batavia, NY

Pub. 78 Eligible990-N CoverageNTEE W11

Profile

The corporation is organized for the purpose of raising funds for financial support of st. Joseph regional school in batavia, new york through an endowment for scholarships for students, assistance with capital projects, enhancing the educational programs, technology needs, supplies and other financial needs of the school operations.

PO Box 1003Batavia, NY 14021

n/A

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

NTEE W • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.00x

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

NTEE W • <$500k nonprofits • Source year 2024

Net Margin

96th percentile

100%

Higher net margin than 96% of similar nonprofits.

NTEE W • <$500k nonprofits • Source year 2024

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

NTEE W • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

$397,110

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$397,110

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue72nd percentileNet Margin96th percentile

Revenue

$385,260

No earlier filing loaded for comparison.

Expenses

$150

No earlier filing loaded for comparison.

Net Income

$385,110

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2024: $397,110Liabilities 2024: $0Net Assets 2024: $397,1102024

Highlighted filing

2024

Assets$397,110
Liabilities$0
Net Assets$397,110
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0Revenue 2024: $385,260Expenses 2024: $150Net Income 2024: $385,1102024

Highlighted filing

2024

Revenue$385,260
Expenses$150
Net Income$385,110
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$397,110
Liabilities
$0
Net assets
$397,110
Revenue
$385,260
Expenses
$150
Net income
$385,110
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.00$3.97$3.85$0.00$3.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$488,198
Mission and Program Overview

Mission

The corporation is organized for the purpose of raising funds for financial support of st. Joseph regional school in batavia, new york through an endowment for scholarships for students, assistance with capital projects, enhancing the educational programs, technology needs, supplies and other financial needs of the school operations.

The corporation is organized for the purpose of raising funds for financial support of st. Joseph regional school in batavia, new york through an endowment for scholarships for students, assistance with capital projects, enhancing the educational programs, technology needs, supplies and other financial needs of the school operations. The corporation shall hold, manage, invest and distribute funds raised in furtherance of its support of st. Joseph regional school in batavia, new york. Establishing a support organization for st. Joseph regional school in batavia, new york by engaging volunteerism and donations (cash and in-kind). To hold meetings and social events/gatherings for the better realization of said purposes. To foster, develop and promote better understanding of the needs of st. Joseph regional school in batavia, new york among citizens in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments-$356,110-
Cash and Non-Interest-Bearing Accounts$12,000$41,000▲ $29,000
Total Assets$12,000$397,110▲ $385,110
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,000$397,110▲ $385,110
Total Net Assets Fund Balance$12,000$397,110▲ $385,110
Total Liabilities and Net Assets / Fund Balance$12,000$397,110▲ $385,110
Compensation and Service Providers
Top Officer Pay90th percentile

Board Members and Trustees

NameTitle
Robert ZicklPresident
Lynn HouseknechtDirector
Peter CaseyDirector
Seana LogsdonDirector
Michael ReichSecretary
Jonathan TretterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$377,293
Program Service Revenue
$0
Investment Income
$7,967
Other Revenue
$0
All Other Contributions
$377,293
Change in Net Assets
$385,110

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$102,193Fair Market Value (FMV)
Total Noncash Contributions1$102,193-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$150
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
Fees for Service Investment Mgmnt Fees$150--$150
Total Functional Expenses$150$0$0$150
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
No
Business relationship with 35% controlled entity
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
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

“The board reviews the 990 before filing with the irs.”

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

“The board regularly monitors any conflict of interest at their board meetings.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Sjrs Batavia Foundation Inc
EIN
93-2916336
Phone
5858133542
Address
PO BOX 1003, BATAVIA, NY 14021

Signing Officer

Name
Robert Zickl
Title
President
Phone
5858133542
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Zickl
Formed
2023
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Withum Smith & Brown Pc
Address
424 MAIN STREET SUITE 800, BUFFALO, NY 14202-3508
Preparer
Jonathan Tretter
Phone
7168472651
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There have been no changes in the oversight of the audit from prior years.”

Raw XML Appendix333 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.

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IRS990/ActivityOrMissionDesc0THE CORPORATION IS ORGANIZED FOR THE PURPOSE OF RAISING FUNDS FOR FINANCIAL SUPPORT OF ST. JOSEPH REGIONAL SCHOOL IN BATAVIA, NEW YORK THROUGH AN ENDOWMENT FOR SCHOLARSHIPS FOR STUDENTS, ASSISTANCE WITH CAPITAL PROJECTS, ENHANCING THE EDUCATIONAL PROGRAMS, TECHNOLOGY NEEDS, SUPPLIES AND OTHER FINANCIAL NEEDS OF THE SCHOOL OPERATIONS. THE CORPORATION SHALL HOLD, MANAGE, INVEST AND DISTRIBUTE FUNDS RAISED IN FURTHERANCE OF ITS SUPPORT OF ST. JOSEPH REGIONAL SCHOOL IN BATAVIA, NEW YORK. ESTABLISHING A SUPPORT ORGANIZATION FOR ST. JOSEPH REGIONAL SCHOOL IN BATAVIA, NEW YORK BY ENGAGING VOLUNTEERISM AND DONATIONS (CASH AND IN-KIND). TO HOLD MEETINGS AND SOCIAL EVENTS/GATHERINGS FOR THE BETTER REALIZATION OF SAID PURPOSES. TO FOSTER, DEVELOP AND PROMOTE BETTER UNDERSTANDING OF THE NEEDS OF ST. JOSEPH REGIONAL SCHOOL IN BATAVIA, NEW YORK AMONG CITIZENS IN THE COMMUNITY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/MissionDesc0THE CORPORATION IS ORGANIZED FOR THE PURPOSE OF RAISING FUNDS FOR FINANCIAL SUPPORT OF ST. JOSEPH REGIONAL SCHOOL IN BATAVIA, NEW YORK THROUGH AN ENDOWMENT FOR SCHOLARSHIPS FOR STUDENTS, ASSISTANCE WITH CAPITAL PROJECTS, ENHANCING THE EDUCATIONAL PROGRAMS, TECHNOLOGY NEEDS, SUPPLIES AND OTHER FINANCIAL NEEDS OF THE SCHOOL OPERATIONS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INTERLOCKING BOARD MEMBERSHIPS: THREE DIRECTORS SERVE ON BOTH THE SJRS BATAVIA FOUNDATION, INC. AND THE ST. JOSEPH REGIONAL SCHOOL BOARD. WHILE THESE INDIVIDUALS DO NOT CONSTITUTE A MAJORITY ON EITHER BOARD, THEY HOLD MANAGEMENT ROLES IN BOTH ORGANIZATIONS. THE FOUNDATION'S TREASURER ALSO SERVES AS TREASURER OF THE SCHOOL BOARD. THE FOUNDATION'S GOVERNANCE DOCUMENTS REQUIRE ITS BOARD TO ACT IN ALIGNMENT WITH ITS MISSION TO SUPPORT THE SCHOOL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS THE 990 BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REGULARLY MONITORS ANY CONFLICT OF INTEREST AT THEIR BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE HAVE BEEN NO CHANGES IN THE OVERSIGHT OF THE AUDIT FROM PRIOR YEARS.
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 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0385260
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0397110
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1003
IRS990/USAddress/CityNm0BATAVIA
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014021
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT ZICKL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05858133542
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SJRS BATAVIA FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SJRS
ReturnHeader/Filer/EIN0932916336
ReturnHeader/Filer/PhoneNum05858133542
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1003
ReturnHeader/Filer/USAddress/CityNm0BATAVIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014021
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222027092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUM SMITH & BROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0424 MAIN STREET SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0142023508
ReturnHeader/PreparerPersonGrp/PhoneNum07168472651
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN TRETTER
ReturnHeader/ReturnTs02025-11-14T07:22:56-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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