Nonprofit · EIN 59-3111660
ST JOSEPHS EDUCATIONAL FOUNDATION INC
Tax-exempt · LAKELAND, FL 33815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $555,388 | $348,270 | $207,118 | $5,717,110 | $0 | $5,717,110 |
| December 31, 2023 | 990 | $160,992 | $32,124 | $128,868 | $5,324,387 | $0 | $5,324,387 |
| December 31, 2022 | 990 | $107,180 | $157,550 | -$50,370 | $4,376,245 | $0 | $4,376,245 |
| December 31, 2021 | 990 | $451,682 | $210,327 | $241,355 | $4,907,025 | $0 | $4,907,025 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,294
- Program service revenue
- $0
- Investment income
- $553,094
- Net gain from sales of assets
- $416,808
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $278,458
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,795
- Program services (functional)
- $278,869
- Management and general (functional)
- $69,264
- Fundraising (functional)
- $137
Balance sheet and other
- Total assets, start of year
- $5,324,387
- Total assets, end of year
- $5,717,110
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,717,110
- Publicly traded securities
- $5,683,747
- Net assets without donor restrictions
- $5,717,110
- Gross receipts
- $1,729,380
- Employees
- 0
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW FRANZINO | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL PILKA | DIRECTOR Trustee or director | 1 | $0 |
| PEGGY MCKEEL | SECRETARY Trustee or director, Officer | 1 | $0 |
| FR TIMOTHY LABO | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW LOFARO | PRESIDENT & Trustee or director, Officer | 1 | $0 |
| GERRALYN PENNACHIO | TREASURER Trustee or director | 1 | $0 |
| ANNA ADAM | DIRECTOR Trustee or director | 1 | $0 |
| TAMMI HAAS | DIRECTOR Trustee or director | 1 | $0 |
| SCOT NORTON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW FRANZINO | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL PILKA | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE MCQUEEN | DIRECTOR Trustee or director | 1 | $0 |
| PEGGY MCKEEL | DIRECTOR Trustee or director | 1 | $0 |
| FR TIMOTHY LABO | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW LOFARO | PRESIDENT & Trustee or director, Officer | 1 | $0 |
| GERRALYN PENNACHIO | TREASURER Trustee or director | 1 | $0 |
| PATTY BECKER | VICE CHAIRMA Trustee or director, Officer | 1 | $0 |
| ANNA ADAM | DIRECTOR Trustee or director | 1 | $0 |
| LISA SCHAAL | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2022: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATT FRANZINO | DIRECTOR Trustee or director | 1 | $0 |
| DANIEL PILKA | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE MCQUEEN | SECRETARY Trustee or director, Officer | 1 | $0 |
| PEGGY MCKEEL | DIRECTOR Trustee or director | 1 | $0 |
| FR TIMOTHY LABO | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW LOFARO | PRESIDENT Trustee or director, Officer | 1 | $0 |
| GERRI PENNACHIO | TREASURER Trustee or director, Officer | 1 | $0 |
| PATTY BECKER | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| LISA SCHAAL | DIRECTOR Trustee or director, Officer | 1 | $0 |
| DEBORAH SCHWOPE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2021: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAITTEE GRANA | ADMINISTRATO Officer | 30 | $11,250 |
| DANIEL PILKA | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE MCQUEEN | SECRETARY Trustee or director, Officer | 1 | $0 |
| GERRI PENNACHIO | TREASURER Trustee or director, Officer | 1 | $0 |
| PEGGY MCKEEL | DIRECTOR Trustee or director | 1 | $0 |
| MATT FRANZINO | DIRECTOR Trustee or director | 1 | $0 |
| DEBORAH SCHWOPE | DIRECTOR Trustee or director | 1 | $0 |
| PATTY BECKER | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| ANDREW LOFARO | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| FR TIMOTHY LABO | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 210 W LEMON ST, LAKELAND, FL 33815-4627
- Principal officer (990 for 2024)
- ANDREW LOFARO, 118 W LEMON STREET, LAKELAND, FL 33815
- Signed the 990
- ANDREW LOFARO, PRESIDENT & CHAIRMAN
- Phone
- (863) 683-8780
- Return prepared by
- RAMOS & FLOYD CPAS PLLC
Mission
THE ORGANIZATION'S PRIMARY PURPOSE IS TO RAISE FUNDS TO PROVIDE TUITION ASSISTANCE TO LOCAL CATHOLIC SCHOOLS.
Program accomplishments
- FIRST PROGRAM SERVICE ACHIEVEMENT IS TO PROVIDE FINANCIAL SUPPORT FOR TUITION ASSISTANCE TO LOCAL CATHOLIC SCHOOLS.Expenses $278,869 · grants $278,458
- FIRST PROGRAM SERVICE ACHIEVEMENT IS TO PROVIDE FINANCIAL SUPPORT FOR TUITION ASSISTANCE TO ST. JOSEPH'S ACADEMY.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-3111660
- 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
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30Z)
- Assets (IRS master file)
- $5,717,110
- Income (IRS master file)
- $1,729,380
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $555,388 | $348,270 | $5,717,110 | XML |
| 990 | December 2023 | $160,992 | $32,124 | $5,324,387 | XML |
| 990 | December 2022 | $107,180 | $157,550 | $4,376,245 | XML |
| 990 | December 2021 | $451,682 | $210,327 | $4,907,025 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 59-3111660).
Questions about ST JOSEPHS EDUCATIONAL FOUNDATION INC
- What is the EIN of ST JOSEPHS EDUCATIONAL FOUNDATION INC?
- The employer identification number (EIN) of ST JOSEPHS EDUCATIONAL FOUNDATION INC is 59-3111660.
- Is ST JOSEPHS EDUCATIONAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to ST JOSEPHS EDUCATIONAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST JOSEPHS EDUCATIONAL FOUNDATION 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 JOSEPHS EDUCATIONAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST JOSEPHS EDUCATIONAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ST JOSEPHS EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names ANDREW LOFARO.
- Who are the officers and directors of ST JOSEPHS EDUCATIONAL FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does ST JOSEPHS EDUCATIONAL FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $555,388, expenses of $348,270 and total assets of $5,717,110 at year end.
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