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St Joseph School Endowment & Charitable Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$857k (2024)

Expenses
$630k (2024)

Total Assets
$12.2M (2024)

Total Liabilities
$1.92k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$857,189
Expenses
$630,131
Net Income
$227,058
Net Assets
$12,153,739
Notable Sources of Revenue Percent of Total Revenue
Contributions $273,353
31.9%
Program Services $0
Investment Income $380,688
44.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $214,050
25.0%
Net Fundraising -$1,402
Sales of Assets -$9,500
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $100,832
16.0%
Assets/Debt
Total Assets $12,155,658
Total Liabilities $1,919
Net Assets $12,153,739
Compensation
Key Employees and Officers Compensation Related Other
Beth Coney (Chairman) $0 $0 $0
Jason Covington (Vice Chair) $0 $0 $0
Alan White (Treasurer) $0 $0 $0
Mark Bausom (Director) $0 $0 $0
Jim Luyet (Director) $0 $0 $0
Joe Mallett (Director) $0 $0 $0
Randy Mayor (Director) $0 $0 $0
Bobbie Anne Merkel (Director) $0 $0 $0
Lenisa O'dwyer (Director) $0 $0 $0
Dr Aaron Seiter (Director) $0 $0 $0
Nick Sartain (Director) $0 $0 $0
Patsy Dussex Snyder (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,112,205
Expenses
$601,416
Net Income
$510,789
Net Assets
$10,969,724
Notable Sources of Revenue Percent of Total Revenue
Contributions $590,906
53.1%
Program Services $0
Investment Income $304,547
27.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $214,850
19.3%
Net Fundraising -$324
Sales of Assets $2,226
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $99,543
16.6%
Assets/Debt
Total Assets $10,972,558
Total Liabilities $2,834
Net Assets $10,969,724
Compensation
Key Employees and Officers Compensation Related Other
Beth Coney (Chairman) $0 $0 $0
Jason Covington (Vice Chair) $0 $0 $0
Alan White (Treasurer) $0 $0 $0
Mark Bausom (Director) $0 $0 $0
Jim Luyet (Director) $0 $0 $0
Joe Mallett (Director) $0 $0 $0
Randy Mayor (Director) $0 $0 $0
Bobbie Anne Merkel (Director) $0 $0 $0
Lenisa O'dwyer (Director) $0 $0 $0
Dr Aaron Seiter (Director) $0 $0 $0
Nick Sartain (Director) $0 $0 $0
Patsy Dussex Snyder (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$947,986
Expenses
$606,932
Net Income
$341,054
Net Assets
$10,023,562
Notable Sources of Revenue Percent of Total Revenue
Contributions $243,237
25.7%
Program Services $0
Investment Income $191,422
20.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $213,650
22.5%
Net Fundraising -$817
Sales of Assets $300,494
31.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $94,743
15.6%
Assets/Debt
Total Assets $10,025,840
Total Liabilities $2,278
Net Assets $10,023,562
Compensation
Key Employees and Officers Compensation Related Other
Jerry Hiegel (Chairman) $0 $0 $0
Beth Coney (Vice Chair) $0 $0 $0
Alan White (Treasurer) $0 $0 $0
Mark Bausom (Director) $0 $0 $0
Lenisa O'dwyer (Director) $0 $0 $0
Bobbie Anne Merkel (Director) $0 $0 $0
Jim Luyet (Director) $0 $0 $0
Nick Sartain (Director) $0 $0 $0
Joe Mallett (Director) $0 $0 $0
Jason Covington (Director) $0 $0 $0
Dr Aaron Seiter (Director) $0 $0 $0
Patsy Dussex Snyder (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,224,917
Expenses
$577,940
Net Income
$1,646,977
Net Assets
$10,861,489
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,783,090
80.1%
Program Services $0
Investment Income $162,191
7.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $214,850
9.7%
Net Fundraising $30
0.0%
Sales of Assets $64,756
2.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $92,000
15.9%
Assets/Debt
Total Assets $10,863,752
Total Liabilities $2,263
Net Assets $10,861,489
Compensation
Key Employees and Officers Compensation Related Other
Jerry Hiegel (Chairman) $0 $0 $0
Beth Coney (Vice Chair) $0 $0 $0
Alan White (Treasurer) $0 $0 $0
Mark Bausom (Director) $0 $0 $0
Jason Covington (Director) $0 $0 $0
Jeff Crowder (Director) $0 $0 $0
Jim Luyet (Director) $0 $0 $0
Nick Sartain (Director) $0 $0 $0
Bobbie Anne Merkel (Director) $0 $0 $0
Lenisa O'dwyer (Director) $0 $0 $0
Dr Aaron Seiter (Director) $0 $0 $0
Patsy Dussex Snyder (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,018,621
Expenses
$568,781
Net Income
$449,840
Net Assets
$7,857,024
Notable Sources of Revenue Percent of Total Revenue
Contributions $276,740
27.2%
Program Services $0
Investment Income $178,509
17.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $213,950
21.0%
Net Fundraising -$662
Sales of Assets $349,958
34.4%
Net Inventory Sales $0
Other Revenue $126
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $91,096
16.0%
Assets/Debt
Total Assets $7,877,901
Total Liabilities $20,877
Net Assets $7,857,024
Compensation
Key Employees and Officers Compensation Related Other
Jerry Hiegel (Chairman) $0 $0 $0
Beth Coney (Vice Chair) $0 $0 $0
Alan White (Treasurer) $0 $0 $0
Mark Bausom (Director) $0 $0 $0
Jason Covington (Director) $0 $0 $0
Jeff Crowder (Director) $0 $0 $0
Jim Luyet (Director) $0 $0 $0
Robert Massery (Director) $0 $0 $0
Bobbie Anne Merkel (Director) $0 $0 $0
Lenisa O'dwyer (Director) $0 $0 $0
Dr Aaron Seiter (Director) $0 $0 $0
Patsey Dussex Snyder (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$611,917
Expenses
$565,297
Net Income
$46,620
Net Assets
$8,248,305
Notable Sources of Revenue Percent of Total Revenue
Contributions $220,759
36.1%
Program Services $0
Investment Income $200,604
32.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $214,050
35.0%
Net Fundraising -$1,097
Sales of Assets -$22,399
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $48,250
8.5%
Professional Fundraising Fees $0
Other Salaries and Wages $39,808
7.0%
Assets/Debt
Total Assets $8,250,469
Total Liabilities $2,164
Net Assets $8,248,305
Compensation
Key Employees and Officers Compensation Related Other
David Nabholz (Chairman) $0 $0 $0
Jerry Hiegel (Vice Chair) $0 $0 $0
Alan White (Treasurer) $0 $0 $0
Mark Bausom (Director) $0 $0 $0
Beth Coney (Director) $0 $0 $0
Jeff Crowder (Director) $0 $0 $0
Jim Luyet (Director) $0 $0 $0
Robert Massery (Director) $0 $0 $0
Lenisa O'dwyer (Director) $0 $0 $0
Joan Granholm (Director) $0 $0 $0
Dr Aaron Seither (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$639,587
Expenses
$537,995
Net Income
$101,592
Net Assets
$8,020,179
Notable Sources of Revenue Percent of Total Revenue
Contributions $237,669
37.2%
Program Services $0
Investment Income $152,963
23.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $204,450
32.0%
Net Fundraising $231
0.0%
Sales of Assets $44,274
6.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $46,584
8.7%
Professional Fundraising Fees $0
Other Salaries and Wages $38,692
7.2%
Assets/Debt
Total Assets $8,022,261
Total Liabilities $2,082
Net Assets $8,020,179
Compensation
Key Employees and Officers Compensation Related Other
David Nabholz (Chairman) $0 $0 $0
Jerry Hiegel (Vice Chair) $0 $0 $0
Alan White (Treasurer) $0 $0 $0
Marla Hambuchen (Director) $0 $0 $0
Beth Coney (Director) $0 $0 $0
Jeff Crowder (Director) $0 $0 $0
Jim Luyet (Director) $0 $0 $0
Robert Massery (Director) $0 $0 $0
Lenisa O'dwyer (Director) $0 $0 $0
Joan Granholm (Director) $0 $0 $0
Dr Aaron Seither (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$751,064
Expenses
$522,684
Net Income
$228,380
Net Assets
$7,712,258
Notable Sources of Revenue Percent of Total Revenue
Contributions $412,322
54.9%
Program Services $0
Investment Income $133,009
17.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $203,400
27.1%
Net Fundraising $1,463
0.2%
Sales of Assets $870
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $44,500
8.5%
Professional Fundraising Fees $0
Other Salaries and Wages $37,000
7.1%
Assets/Debt
Total Assets $7,714,358
Total Liabilities $2,100
Net Assets $7,712,258
Compensation
Key Employees and Officers Compensation Related Other
David Nabholz (Chairman) $0 $0 $0
Jerry Hiegel (Vice Chair) $0 $0 $0
George Covington Jr (Treasurer) $0 $0 $0
Marla Hambuchen (Director) $0 $0 $0
Anne Trussell (Director) $0 $0 $0
Jeff Crowder (Director) $0 $0 $0
Jim Luyet (Director) $0 $0 $0
Robert Massery (Director) $0 $0 $0
Lenisa O'dwyer (Director) $0 $0 $0
Terri Seiter (Director) $0 $0 $0
Joan Granholm (Director) $0 $0 $0
Alan White (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$560,683
Expenses
$572,898
Net Income
-$12,215
Net Assets
$7,113,244
Notable Sources of Revenue Percent of Total Revenue
Contributions $240,014
42.8%
Program Services $0
Investment Income $145,076
25.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $203,775
36.3%
Net Fundraising $9,965
1.8%
Sales of Assets -$38,147
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $44,225
7.7%
Professional Fundraising Fees $0
Other Salaries and Wages $36,885
6.4%
Assets/Debt
Total Assets $7,115,193
Total Liabilities $1,949
Net Assets $7,113,244
Compensation
Key Employees and Officers Compensation Related Other
Greg Williams (Chairman) $0 $0 $0
David Nabholz (Vice Chair) $0 $0 $0
George Covington Jr (Treasurer) $0 $0 $0
Marla Hambuchen (Director) $0 $0 $0
Anne Trussell (Director) $0 $0 $0
Jeff Crowder (Director) $0 $0 $0
Jan Watson (Director) $0 $0 $0
Robert Massery (Director) $0 $0 $0
Jerry Hiegel (Director) $0 $0 $0
Terri Seiter (Director) $0 $0 $0
Joan Granholm (Director) $0 $0 $0
Alan White (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$733,222
Expenses
$568,932
Net Income
$164,290
Net Assets
$7,281,835
Notable Sources of Revenue Percent of Total Revenue
Contributions $287,677
39.2%
Program Services $0
Investment Income $135,821
18.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $203,250
27.7%
Net Fundraising $16,620
2.3%
Sales of Assets $89,854
12.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $43,750
7.7%
Professional Fundraising Fees $0
Other Salaries and Wages $36,475
6.4%
Assets/Debt
Total Assets $7,283,754
Total Liabilities $1,919
Net Assets $7,281,835
Compensation
Key Employees and Officers Compensation Related Other
Greg Williams (Chairman) $0 $0 $0
David Nabholz (Vice Chair) $0 $0 $0
George Covington Jr (Treasurer) $0 $0 $0
Marla Hambuchen (Director) $0 $0 $0
Anne Trussell (Director) $0 $0 $0
Jeff Crowder (Director) $0 $0 $0
Jan Watson (Director) $0 $0 $0
Robert Massery (Director) $0 $0 $0
Jerry Hiegel (Director) $0 $0 $0
Terri Seiter (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$762,726
Expenses
$441,642
Net Income
$321,084
Net Assets
$7,321,807
Notable Sources of Revenue Percent of Total Revenue
Contributions $286,239
37.5%
Program Services $0
Investment Income $123,988
16.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $138,440
18.2%
Net Fundraising $16,246
2.1%
Sales of Assets $197,813
25.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $40,600
9.2%
Professional Fundraising Fees $0
Other Salaries and Wages $34,556
7.8%
Assets/Debt
Total Assets $7,327,831
Total Liabilities $6,024
Net Assets $7,321,807
Compensation
Key Employees and Officers Compensation Related Other
Greg Williams (Chairman) $0 $0 $0
David Nabholz (Vice Chair) $0 $0 $0
George Covington Jr (Treasurer) $0 $0 $0
Marla Hambuchen (Director) $0 $0 $0
Anne Trussell (Director) $0 $0 $0
John W Adams (Director) $0 $0 $0
Jeff Crowder (Director) $0 $0 $0
Jan Watson (Director) $0 $0 $0
Robert Massery (Director) $0 $0 $0
Jerry Hiegel (Director) $0 $0 $0
Terri Seiter (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$400,715
Expenses
$418,577
Net Income
-$17,862
Net Assets
$6,530,247
Notable Sources of Revenue Percent of Total Revenue
Contributions $156,103
39.0%
Program Services $0
Investment Income $106,255
26.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $104,750
26.1%
Net Fundraising $17,819
4.4%
Sales of Assets $15,788
3.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $39,100
9.3%
Professional Fundraising Fees $0
Other Salaries and Wages $34,089
8.1%
Assets/Debt
Total Assets $6,541,611
Total Liabilities $11,364
Net Assets $6,530,247

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$505,676
Expenses
$378,889
Net Income
$126,787
Net Assets
$6,101,576
Notable Sources of Revenue Percent of Total Revenue
Contributions $221,711
43.8%
Program Services $0
Investment Income $108,134
21.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $105,098
20.8%
Net Fundraising $18,442
3.6%
Sales of Assets $52,291
10.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $36,125
9.5%
Professional Fundraising Fees $0
Other Salaries and Wages $34,476
9.1%
Assets/Debt
Total Assets $6,118,390
Total Liabilities $16,814
Net Assets $6,101,576

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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