Nonprofit · EIN 93-0847512
ST FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM FOUNDATION INC
Tax-exempt · APPLETON, WI 54914
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $917,129 | $545,672 | $371,457 | $9,877,782 | $7,135 | $9,870,647 |
| June 30, 2024 | 990-PF | $843,678 | $805,690 | $37,988 | $8,939,417 | $3,391 | $8,936,026 |
| June 30, 2023 | 990-PF | $558,364 | $529,511 | $28,853 | $8,300,395 | $23,741 | $8,276,654 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $351,851
- Dividends
- $152,530
- Net gain from sales of assets
- $412,748
Expenses
- Grants and similar amounts paid
- $472,854
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $499,750
- Excise tax on investment income
- $7,294
Balance sheet and other
- Total assets, start of year
- $8,939,417
- Total assets, end of year
- $9,877,782
- Total liabilities, end of year
- $7,135
- Net assets, end of year
- $9,870,647
- Fair market value of assets
- $9,877,782
- Qualifying distributions
- $499,750
- Net investment income
- $566,116
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-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN FERRIS 1600 W PROSPECT AVE, APPLETON, WI 54914 | PRESIDENT | 5 | $0 |
| BARBARA POPE 1600 W PROSPECT AVE, APPLETON, WI 54914 | VICE PRESIDENT | 2 | $0 |
| JIM ZULEGER 1600 W PROSPECT AVE, APPLETON, WI 54914 | TREASURER | 2 | $0 |
| MARK BIRSCHBACH 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| AMY OELHAFEN 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| SUSANNE LUMSDEN 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| JACKIE LINGG 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| JOSEPH WELCH 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| JENNA KESSENICH 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| DAN BIESTERVELD 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| BOB ELLIS 1600 W PROSPECT AVE, APPLETON, WI 54914 | BOD CHAIR | 2 | $0 |
990-PF for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN FERRIS 1600 W PROSPECT AVE, APPLETON, WI 54914 | PRESIDENT | 5 | $0 |
| BARBARA POPE 1600 W PROSPECT AVE, APPLETON, WI 54914 | VICE PRESIDENT | 2 | $0 |
| JIM ZULEGER 1600 W PROSPECT AVE, APPLETON, WI 54914 | TREASURER | 2 | $0 |
| MARK BIRSCHBACH 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| AMY OELHAFEN 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| SUSANNE LUMSDEN 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| JACKIE LINGG 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| JOSEPH WELCH 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| JENNA KESSENICH 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| DAN BIESTERVELD 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| BOB ELLIS 1600 W PROSPECT AVE, APPLETON, WI 54914 | BOD CHAIR | 2 | $0 |
990-PF for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J ROBERT ELLIS 1600 W PROSPECT AVE, APPLETON, WI 54914 | PRESIDENT | 2 | $0 |
| JIM ZULEGER 1600 W PROSPECT AVE, APPLETON, WI 54914 | TREASURER | 2 | $0 |
| MARK BIRSCHBACH 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| JACKIE LINGG 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| JOSEPH WELCH 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| BRIAN WIERZBINSKI 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| AMY OELHAFEN 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| SUSANNE LUMSDEN 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
| BARBARA POPE 1600 W PROSPECT AVE, APPLETON, WI 54914 | VICE PRESIDENT | 2 | $0 |
| DAN FERRIS 1600 W PROSPECT AVE, APPLETON, WI 54914 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1600 W PROSPECT AVE, APPLETON, WI 54914-5113
- Signed the 990-PF
- DAN FERRIS, PRESIDENT
- Phone
- (920) 733-6632
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 93-0847512
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,877,782
- Income (IRS master file)
- $917,129
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $917,129 | $545,672 | $9,877,782 | XML |
| 990-PF | June 2024 | $843,678 | $805,690 | $8,939,417 | XML |
| 990-PF | June 2023 | $558,364 | $529,511 | $8,300,395 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | 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 93-0847512).
Questions about ST FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM FOUNDATION INC
- What is the EIN of ST FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM FOUNDATION INC?
- The employer identification number (EIN) of ST FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM FOUNDATION INC is 93-0847512.
- Is ST FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to ST FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ST FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ST FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM FOUNDATION 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 FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ST FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does ST FRANCIS XAVIER CATHOLIC SCHOOL SYSTEM FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $917,129, expenses of $545,672 and total assets of $9,877,782 at year end.
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