Civic Intelligence

St Stephen - St Edward Educational Tr Inc

EIN 06-1351811 • 501(c)3 • Campbell Hall, NY

Profile

The St. Stephen-St. Edward Educational Trust was incorporated in New York State as an independent 501(c)(3) charitable foundation. Its primary exempt purpose was to promote the educational activities of St. Stephen-St. Edward Elementary School by providing monetary and other forms of assistance to the school, its staff and its students.

3348 NY Rt 208Campbell Hall, NY 10916
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

8th percentile

-130%

Higher net margin than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

48th percentile

-2.6%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2024

Assets

Up

$191,955

Up $16,900 (+9.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$191,955

Up $16,900 (+9.7%) from 2023

Revenue

Up

$6,095

Up $3,402 (+126%) from 2023

Expenses

Down

$14,033

Down $15,967 (-53%) from 2023

Net Income

Up

-$7,938

Up $19,369 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $121,634Liabilities 2011: $9,7732011Assets 2012: $117,016Liabilities 2012: $1,1142012Assets 2013: $163,445Liabilities 2013: $02013Assets 2014: $183,680Liabilities 2014: $02014Assets 2015: $183,935Liabilities 2015: $02015Assets 2016: $187,465Liabilities 2016: $02016Assets 2018: $200,189Liabilities 2018: $02018Assets 2019: $237,918Liabilities 2019: $02019Assets 2020: $219,562Liabilities 2020: $02020Assets 2021: $210,412Liabilities 2021: $0Net Assets 2021: $210,4122021Assets 2022: $202,362Liabilities 2022: $0Net Assets 2022: $202,3622022Assets 2023: $175,055Liabilities 2023: $0Net Assets 2023: $175,0552023Assets 2024: $191,955Liabilities 2024: $0Net Assets 2024: $191,9552024

Highlighted filing

2024

Assets$191,955
Liabilities$0
Net Assets$191,955

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2011: $11,973Expenses 2011: $21,746Net Income 2011: -$9,7732011Revenue 2012: $14,529Expenses 2012: $10,525Net Income 2012: $4,0042012Revenue 2013: $16,774Expenses 2013: $1,848Net Income 2013: $14,9262013Revenue 2014: $21,575Expenses 2014: $1,382Net Income 2014: $20,1932014Revenue 2015: $13,208Expenses 2015: $12,953Net Income 2015: $2552015Revenue 2016: $14,380Expenses 2016: $3,903Net Income 2016: $10,4772016Revenue 2018: $11,456Expenses 2018: $5,225Net Income 2018: $6,2312018Revenue 2019: $39,644Expenses 2019: $1,915Net Income 2019: $37,7292019Revenue 2020: $3,008Expenses 2020: $11,515Net Income 2020: -$8,5072020Revenue 2021: $29,521Expenses 2021: $38,671Net Income 2021: -$9,1502021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $2,693Expenses 2023: $30,000Net Income 2023: -$27,3072023Revenue 2024: $6,095Expenses 2024: $14,033Net Income 2024: -$7,9382024

Highlighted filing

2024

Revenue$6,095
Expenses$14,033
Net Income-$7,938

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$2,693
Mission and Program Overview

Mission

PrimaryExemptPurposeistoprovideamechanismtosolicit,accept,administeranddistributegifts,grantsandbequestsfortheeducationalactivitiesatStStephen-StEdwardElementarySchoolbyprovidingassistancetotheschool'sstaffandstudentsintheformoftuitionassistance loans,schoolimprovementsandteacherenrichment.TheTrust'soriginalplanwastocontributeupto10%ofthesupportedorganization'soperatingbudget.

The St. Therese Classical Academy Educational Trust was incorporated in New York State as an independent 501(c)(3) charitable foundation. Its primary exempt purpose is to promote the educational activities of St. Therese Classical Academy by providing monetary and other forms of assistance to the school, its staff and its students.

Program Services

DescriptionGrantsExpenses
The St. Therese Classical Academy Educational Trust Inc. provided a grant of $30000 to the St. Therese Classical Academy School for upgrades and improvements of its building and its emergency fund.$30,000$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James ScharfenbergerPresident-$0--
Frank MurphyVice-President-$0--
Miriam MuseTreasurer-$0--
Marie DeMarmelsSecretary-$0--
Terry GavanTrustee-$0--
Anna ScharfenbergerTrustee-$0--
Peter DeMarmelsTrustee-$0--
Filing and Contact Details

Filer

Filer Name
St Therese Classical Academy Educational Trust Inc
EIN
06-1351811
Phone
8456105288
Address
3348 NY RT 208, CAMPBELL HALL, NY 10916

Signing Officer

Name
Miriam Muse
Title
Treasurer
Phone
8459870979
Signed
2024-11-15
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

The St Therese Classical Academy Educational Trust Inc was incorporated in New York State as an independent 501(c)(3) charitable foundation. Its primary exempt purpose is to promote the educational activities of St Therese Classical Academy school by providing monetary and other forms of assistance to the school, its staff and its students. The supported entity of St. Therese Classical Academy Educational Trust, Inc., St. Therese Classical Academy, received a grant of $30000 from the Trust in order to provide much needed upgrades to the school building as well as additional emergency funds if needed.

Raw XML Appendix189 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James Scharfenberger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Frank Murphy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Miriam Muse
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marie DeMarmels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Terry Gavan
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Peter DeMarmels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The St. Therese Classical Academy Educational Trust was incorporated in New York State as an independent 501(c)(3) charitable foundation. Its primary exempt purpose is to promote the educational activities of St. Therese Classical Academy by providing monetary and other forms of assistance to the school, its staff and its students.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The St. Therese Classical Academy Educational Trust Inc. provided a grant of $30000 to the St. Therese Classical Academy School for upgrades and improvements of its building and its emergency fund.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt030000
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The purpose of the supporting organization, the Trust, is to provide a mechanism to solicit, accept, administer, and distribute gifts, grants and bequests of property or to hold such items in Trust for the benefit of the Corporation. These activities could not be regularly executed by the supported organization, St. Therese Classical Academy, which benefits directly from contributions made to the Trust.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1An emergency fund for possible unforeseen repairs or upgrades was included in grant made to St. Therese School as per Trust mission statement. The supported organization, St. Therese Classical Academy, would otherwise need to accomplish this by way of uncertain/unreliable donations.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section E, Line 2a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section E, Line 2b
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The St Therese Classical Academy Educational Trust Inc was incorporated in New York State as an independent 501(c)(3) charitable foundation. Its primary exempt purpose is to promote the educational activities of St Therese Classical Academy school by providing monetary and other forms of assistance to the school, its staff and its students. The supported entity of St. Therese Classical Academy Educational Trust, Inc., St. Therese Classical Academy, received a grant of $30000 from the Trust in order to provide much needed upgrades to the school building as well as additional emergency funds if needed.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Miriam Muse
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08459870979
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST THERESE CLASSICAL ACADEMY EDUCATIONAL TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0STTH
ReturnHeader/Filer/EIN0061351811
ReturnHeader/Filer/PhoneNum08456105288
ReturnHeader/Filer/USAddress/AddressLine1Txt03348 NY RT 208
ReturnHeader/Filer/USAddress/CityNm0CAMPBELL HALL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010916
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-11-15T16:07:21-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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