Nonprofit · EIN 59-3069931
ST JOSEPH EDUCATION ENDOWMENT FUND INC
Tax-exempt · WINTER HAVEN, FL 33881
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $407,661 | $4,097,851 | -$3,690,190 | $1,186,575 | $7,159 | $1,179,416 |
| June 30, 2024 | 990 | $714,847 | $236,508 | $478,339 | $4,876,765 | $7,159 | $4,869,606 |
| June 30, 2023 | 990 | $491,319 | $239,558 | $251,761 | $4,398,424 | $7,159 | $4,391,265 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $34,750
- Program service revenue
- $0
- Investment income
- $1,363,587
- Net gain from sales of assets
- $1,259,627
- Other revenue
- -$990,676
Expenses
- Grants and similar amounts paid
- $4,094,940
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $4,094,940
- Management and general (functional)
- $2,911
Balance sheet and other
- Total assets, start of year
- $4,876,765
- Total assets, end of year
- $1,186,575
- Total liabilities, end of year
- $7,159
- Net assets, end of year
- $1,179,416
- Land, buildings and equipment
- $85,900
- Publicly traded securities
- $1,047,119
- Net assets without donor restrictions
- $411,698
- Net assets with donor restrictions
- $767,718
- Gross receipts
- $2,922,779
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1990
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REV GLENN LOPEZ | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| LAMAR EDWARDS | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| PETER VERRILL MD | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| DAVID NEAL DDS | TREASURER Trustee or director | 0.5 | $0 |
| KATIE COLLANY | DIRECTOR Trustee or director | 0.5 | $0 |
| GARY MOULTON | DIRECTOR Trustee or director | 0.5 | $0 |
| STEPHANY ODOM | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REV TIM LABO PHD | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| LAMAR EDWARDS | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| PETER VERRILL MD | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| DAVID NEAL DDS | TREASURER Trustee or director | 0.5 | $0 |
| KATIE COLLANY | DIRECTOR Trustee or director | 0.5 | $0 |
| GARY MOULTON | DIRECTOR Trustee or director | 0.5 | $0 |
| STEPHANY ODOM | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REV TIM LABO | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| LAMAR EDWARDS | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| PETER VERRILL MD | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| DAVID NEAL DDS | TREASURER Trustee or director, Officer | 0.5 | $0 |
| KATIE COLLANY | DIRECTOR Trustee or director | 0.5 | $0 |
| STEHPANY ODOM | DIRECTOR Trustee or director | 0.5 | $0 |
| GARY MOLTON | DIRECTOR Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 532 AVENUE M NW, WINTER HAVEN, FL 33881-2373
- Principal officer (990 for 2024)
- DR PETER VERRILL, 532 AVENUE M SW, WINTER HAVEN, FL 33881
- Signed the 990
- DR PETER VERRILL, SECRETARY
- Phone
- (863) 294-3144
- Return prepared by
- WIGGINS SMIT BURBY REINEKE & CO PA
Mission
THE MISSION OF THE EDUCATION ENDOWMENT FUND IS TO PROVIDE SCHOLARSHIPS AND SUBSIDIES FOR STUDENTS IN THE SCHOOLS, TO SUPPLEMENT EXPENSES OF THE SCHOOLS AND THE RELIGIOUS EDUCATION FUND, TO PROVIDE FOR CAPITAL IMPROVEMENTS TO THE SCHOOLS AND TO RELIGIOUS EDUCATION FACILITIES, AND TO SUPPLEMENT SALARIES OF THE FACULTY AND RELIGIOUS EDUCATION PERSONNEL.
Program accomplishments
- RELIGIOUS EDUCATION FUNDING.Expenses $4,094,940 · grants $4,094,940
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-3069931
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,186,575
- Income (IRS master file)
- $2,922,779
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $407,661 | $4,097,851 | $1,186,575 | XML |
| 990 | June 2024 | $714,847 | $236,508 | $4,876,765 | XML |
| 990 | June 2023 | $491,319 | $239,558 | $4,398,424 | XML |
| 990 | June 2022 | $515,201 | $1,139,555 | $4,146,663 | IRS |
| 990 | June 2021 | $1,178,757 | $150,653 | $4,771,017 | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-3069931).
Questions about ST JOSEPH EDUCATION ENDOWMENT FUND INC
- What is the EIN of ST JOSEPH EDUCATION ENDOWMENT FUND INC?
- The employer identification number (EIN) of ST JOSEPH EDUCATION ENDOWMENT FUND INC is 59-3069931.
- Is ST JOSEPH EDUCATION ENDOWMENT FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to ST JOSEPH EDUCATION ENDOWMENT FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST JOSEPH EDUCATION ENDOWMENT FUND INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST JOSEPH EDUCATION ENDOWMENT FUND INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST JOSEPH EDUCATION ENDOWMENT FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ST JOSEPH EDUCATION ENDOWMENT FUND INC?
- The 990 for the year ended June 30, 2025 names DR PETER VERRILL.
- Who are the officers and directors of ST JOSEPH EDUCATION ENDOWMENT FUND INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does ST JOSEPH EDUCATION ENDOWMENT FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $407,661, expenses of $4,097,851 and total assets of $1,186,575 at year end.
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