STRATEGY STUDIO / PUBLIC DATA EXPLORER

RAY A AND KATHRYN A ECKSTEIN SCHOOL SISTERS OF ST FRANCIS CHARITABLE T: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
RAY A AND KATHRYN A ECKSTEIN SCHOOL SISTERS OF ST FRANCIS CHARITABLE T (EIN 39-6784810)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-14
IRS object ID
201301349349305780
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-14T16:01:00-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN208901374EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BLUEGRASS BUSINESS CONSULTING PLLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 7526AddressLine1
CityPADUCAHCity
StateKYState
ZIP Code420027526ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN396784810EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RAY A & KATHERYN ECKSTEIN SCHOOL SISTERSBusinessNameLine1
Business Name Line2OF ST FRANCIS CHARITABLE SUPPORT TRUSTBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlRAYANameControl
Phone2705348930Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14975 ALBEN BARKLEY DRIVE NO 2AddressLine1
CityPADUCAHCity
StateKYState
ZIP Code42001ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRAY A ECKSTEINName
TitleTRUSTEETitle
Phone2705348930Phone
Date Signed2013-05-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDOREEN HAHN CPA CMAName
PTINP01049965PTIN
Phone2705343919Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRAY A ECKSTEINNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14975 ALBEN BARKLEY DRIVE NO 2AddressLine1
CityPADUCAHCity
StateKYState
ZIP Code42001ZIPCode
FieldValueIRS element (for citing)
Gross Receipts246295GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2004YearFormation
State Legal DomicileWIStateLegalDomicile
Activity Or Mission DescriptionPROVIDE FINANCIAL SUPPORT INCLUDING FOOD, SHELTER, HEALTH CARE AND OTHER AMENITIES FOR THE RETIRED SISTERS OF THE SCHOOL SISTERS OF ST. FRANCIS, INC., MILWAUKEE, WISCONSIN AND TO PROVIDE FINANCIAL SUPPORT FOR THE MISSIONARY AND MINISTRY PROGRAMS AND ENDEAVERS, BOTH IN THE UNITED STATES AND ABROAD, OF THE SCHOOL SISTERS OF ST. FRANCIS, INC., MILWAUKEE, WISCONSIN.ActivityOrMissionDescription
Nbr Voting Members Governing Body3NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year19InvestmentIncomePriorYear
Investment Income Current Year67InvestmentIncomeCurrentYear
Other Revenue Prior Year80006OtherRevenuePriorYear
Other Revenue Current Year167864OtherRevenueCurrentYear
Total Revenue Prior Year80025TotalRevenuePriorYear
Total Revenue Current Year167931TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year46608GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY146400GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year10092OtherExpensePriorYear
Other Expenses Current Year6693OtherExpensesCurrentYear
Total Expenses Prior Year56700TotalExpensesPriorYear
Total Expenses Current Year153093TotalExpensesCurrentYear
Revenues Less Expenses Prior Year23325RevenuesLessExpensesPriorYear
Revenues Less Expenses CY14838RevenuesLessExpensesCY
Total Assets BOY243267TotalAssetsBOY
Total Assets EOY258105TotalAssetsEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY243267NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY258105NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionPROVIDE FINANCIAL SUPPORT INCLUDING FOOD, SHELTER, HEALTH CARE AND OTHER AMENITIES FOR THE RETIRED SISTERS OF THE SCHOOL SISTERS OF ST. FRANCIS, INC., MILWAUKEE, WISCONSIN AND TO PROVIDE FINANCIAL SUPPORT FOR THE MISSIONARY AND MINISTRY PROGRAMS AND ENDEAVERS, BOTH IN THE UNITED STATES AND ABROAD, OF THE SCHOOL SISTERS OF ST. FRANCIS, INC., MILWAUKEE, WISCONSIN.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense146400Expense
Grants146400Grants
Revenue167864Revenue
DescriptionPROVIDE FINANCIAL SUPPORT INCLUDING FOOD, SHELTER, HEALTH CARE AND OTHER AMENITIES FOR THE RETIRED SISTERS OF THE SCHOOL SISTERS OF ST. FRANCIS, INC., MILWAUKEE, WISCONSIN AND TO PROVIDE FINANCIAL SUPPORT FOR THE MISSIONARY AND MINISTRY PROGRAMS AND ENDEAVERS, BOTH IN THE UNITED STATES AND ABROAD, OF THE SCHOOL SISTERS OF ST. FRANCIS, INC., MILWAUKEE, WISCONSIN.Description
Total Program Service Expense146400TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members3NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons0AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement0RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledWIStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1DOREEN HAHN CPA CMABusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2705348930TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14975 ALBEN BARKLEY DRIVE 2AddressLine1
CityPADUCAHCity
StateKYState
ZIP Code42001ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (3 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
RAY A ECKSTEIN
TRUSTEE0.500.00X000
SISTER CATHERINE M RYAN
TRUSTEE0.000.00X000
SISTER KATHLEEN KLUTHE
TRUSTEE0.000.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column67TotalRevenueColumn
Exclusion$67ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real246228Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real78364Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real167864Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column167864TotalRevenueColumn
Related Or Exempt Function Income167864RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column167931TotalRevenueColumn
Related Or Exempt Function Income167864RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$67ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total146400Total
Program Services146400ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total6693Total
Management And General6693ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total153093Total
Program Services146400ProgramServices
Management And General6693ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY70929BOY
EOY88408EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis190818LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec21121LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY172338BOY
EOY169697EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY243267BOY
EOY258105EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY243267BOY
EOY243267EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY14838EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY243267BOY
EOY258105EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY243267BOY
EOY258105EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses14838ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1SCHOOL SISTERS OF ST FRANCISBusinessNameLine1
FieldValueIRS element (for citing)
EIN391594407EIN
Type Of OrganizationRELIGIOUS ORGTypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$146,400Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts146400SumOfAmounts

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis85200InvestmentCostOrOtherBasis
Book Value85200BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis105618InvestmentCostOrOtherBasis
Depreciation21121Depreciation
Book Value84497BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings169697TotalOfBookValueLandBuildings

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1SCHOOL SISTERS OF ST FRANCISBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11501 S LAYTON BOULEVARDAddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code53215ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient391594407EINOfRecipient
Amount Of Cash Grant146400AmountOfCashGrant
Purpose Of GrantPROVIDING FINANCIAL SUPPORT INCLUDING FOOD, SHELTER, HEALTH CARE AND OTHER AMENITIES FOR THE RETIRED SISTERS OF THE SCHOOL SISTERS OF ST. FRANCIS, INC., MILWAUKEE, WISCONSIN AND TO PROVIDE FINANCIAL SUPPORT FOR THE MISSIONARY AND MINISTRY PROGRAMS AND ENDEAVERS, BOTH IN THE UNITED STATES AND ABROAD, OF THE SCHOOL SISTERS OF ST. FRANCIS, INC., MILWAUKEE, WISCONSIN.PurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: ON A QUARTERLY BASIS, THE ORGANIZATION'S NET INCOME IS DISTRIBUTED TO ONE BENEFICIARY, WHO RECEIVES THE FUNDS WITH THE UNDERSTANDING THAT AMOUNTS FROM THIS TRUST ARE TO BE USED SOLELY FOR THE PURPOSE OF PROVIDING FINANCIAL SUPPORT FOR THE RETIRED SISTERS OF THE SCHOOL SISTERS OF ST. FRANCIS, INC., MILWAUKEE, WISCONSIN AND TO PROVIDE FINANCIAL SUPPORT FOR THE MISSIONARY AND MINISTRY PROGRAMS AND ENDEAVERS, BOTH IN THE UNITED STATES AND ABROAD, OF THE SCHOOL SISTERS OF ST. FRANCIS, INC., MILWAUKEE, WISCONSIN.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11THE ORGANIZATION DELIVERS THE 990 TO EACH TRUSTEE. THE ORGANIZATION ALLOWS EACH TRUSTEE TIME TO REVIEW AND UNDERSTAND THE 990. THE ORGANIZATION OBTAINS A WRITTEN STATEMENT FROM EACH TRUSTEE STATING THAT THEY HAVE REVIEWED THE 990 PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS, AND 990'S ARE AVAILABLE TO THE PUBLIC UPON REQUEST BY CONTACTING DOREEN HAHN, CPA, CMA, AT (270) 534-8930 OR DHAHN@ECKSTEINCHARITY.ORG.