Nonprofit · EIN 20-2520875
ST BERNADETTE CARITAS SOCIETY ENDOWMENT FUND
Tax-exempt · WESTLAKE, OH 44145
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $295,787 | $41,471 | $254,316 | $2,849,173 | $0 | $2,849,173 |
| December 31, 2023 | 990 | $116,345 | $103,015 | $13,330 | $2,548,034 | $0 | $2,548,034 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $61,283
- Program service revenue
- $0
- Investment income
- $234,504
- Net gain from sales of assets
- $95,387
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $27,440
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $55
- Accounting fees
- $340
- Program services (functional)
- $41,471
Balance sheet and other
- Total assets, start of year
- $2,548,034
- Total assets, end of year
- $2,849,173
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,849,173
- Publicly traded securities
- $2,676,719
- Net assets without donor restrictions
- $2,849,173
- Gross receipts
- $608,323
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2005
- State of legal domicile
- OH
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 |
|---|---|---|---|
| LAUREN DEFAZIO | PRESIDENT Trustee or director | 5 | $0 |
| PATRICK KELLY | TREASURER Trustee or director, Officer | 5 | $0 |
| TIM BUCKLEY | DIRECTOR Trustee or director | 1 | $0 |
| KENT CASTELLUCCIO | TREASURER Trustee or director, Officer | 1 | $0 |
| DENA ADLER | DIRECTOR Trustee or director | 1 | $0 |
| CATHERINE MYERS | DIRECTOR Trustee or director, Officer | 1 | $0 |
| JOHN LIPAJ | DIRECTOR Trustee or director | 1 | $0 |
| BRAD NORTON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN LIPAJ | MEMBER Trustee or director | 1 | $0 |
| PASTOR PHILIP RACCO | DIRECTOR Trustee or director, Officer | 1 | $0 |
| KENT CASTELLUCCIO | DIRECTOR Trustee or director | 1 | $0 |
| TIMOTHY SULLIVAN | TREASURER Trustee or director, Officer | 1 | $0 |
| DENA ADLER | DIRECTOR Trustee or director | 1 | $0 |
| LAUREN DEFAZIO | PRESIDENT Trustee or director, Officer | 2.5 | $0 |
Address and contacts
- Address (IRS master file)
- 2300 CLAGUE RD, WESTLAKE, OH 44145-4330
- In care of
- % JOHN LIPAJ
- Principal officer (990 for 2024)
- LAUREN DEFAZIO, 2300 CLAGUE ROAD, WESTLAKE, OH 44145
- Signed the 990
- LAUREN DEFAZIO, PRESIDENT
- Phone
- (440) 476-2935
- Return prepared by
- CORRIGAN KRAUSE
Mission
ST. BERNADETTE PROVIDES FUNDS TO ST. BERNADETTE CHURCH & ST. BERNADETTE SCHOOL TO SUBSIDIZE FINANCIAL AID, TEACHER REWARDS & RETENTION, AND OTHER EDUCATIONAL & RELIGIOUS PROGRAMS
Program accomplishments
- ST. BERNADETTE CARITAS SOCIETY ENDOWMENT FUND PROVIDES FINANCIAL SUPPORT FOR THE EDUCATIONAL AND RELIGIOUS PROGRAMS AT ST. BERNADETTE CHURCH AND SCHOOL. ST. BERNADETTE IS A CATHOLIC PARISH IN WESTLAKE, OHIO WHICH OPERATES UNDER THE CATHOLIC DIOCESE OF CLEVELAND AND THE ROMAN CATHOLIC CHURCH IN THE UNITED STATES. APPROXIMATELY 3,000 FAMILIES ARE REGISTERED MEMBERS OF THE PARISH AND THERE ARE ABOUT 400 STUDENTS ENROLLED AT ST. BERNADETTE SCHOOL, GRADES KINDERGARTEN THROUGH EIGHTH.Expenses $41,471 · grants $27,440 · revenue $234,504
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
- 20-2520875
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $2,849,173
- Income (IRS master file)
- $608,323
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $295,787 | $41,471 | $2,849,173 | XML |
| 990 | December 2023 | $116,345 | $103,015 | $2,548,034 | XML |
| 990 | December 2022 | $131,364 | $177,017 | $2,345,498 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 20-2520875).
Questions about ST BERNADETTE CARITAS SOCIETY ENDOWMENT FUND
- What is the EIN of ST BERNADETTE CARITAS SOCIETY ENDOWMENT FUND?
- The employer identification number (EIN) of ST BERNADETTE CARITAS SOCIETY ENDOWMENT FUND is 20-2520875.
- Is ST BERNADETTE CARITAS SOCIETY ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to ST BERNADETTE CARITAS SOCIETY ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST BERNADETTE CARITAS SOCIETY ENDOWMENT FUND 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 BERNADETTE CARITAS SOCIETY ENDOWMENT FUND 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 BERNADETTE CARITAS SOCIETY ENDOWMENT FUND 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 BERNADETTE CARITAS SOCIETY ENDOWMENT FUND?
- The 990 for the year ended December 31, 2024 names LAUREN DEFAZIO.
- Who are the officers and directors of ST BERNADETTE CARITAS SOCIETY ENDOWMENT FUND?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does ST BERNADETTE CARITAS SOCIETY ENDOWMENT FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $295,787, expenses of $41,471 and total assets of $2,849,173 at year end.
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