Civic Intelligence

Saint Thomas More Endowment and Development Fund Inc.

990 • Fiscal year 2021 • EIN 06-1549772

Sep 01, 2020 to Aug 31, 2021 • Filed on Jan 18, 2022

Organization Profilewww.stmct.org/endowment.html
45 Cottage RoadOakdale, CT 06370

(860) 859-1900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.07x

Higher debt load relative to assets than 39% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

44th percentile

0.12x

Higher debt load relative to revenue than 44% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

65th percentile

17%

Faster asset growth than 65% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

7440%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$8,430,814

Up $1,201,016 (+17%) from 2020

Net Assets

Up

$7,880,814

Up $2,651,016 (+51%) from 2020

Liabilities

Down

$550,000

Down $1,450,000 (-73%) from 2020

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin90th percentile

Revenue

Up

$4,550,033

Up $4,489,685 (+7440%) from 2020

Expenses

Up

$1,899,017

Up $1,269,482 (+202%) from 2020

Net Income

Up

$2,651,016

Up $3,220,203 (+566%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $16,454,943Liabilities 2011: $3,144,854Net Assets 2011: $13,310,0892011Assets 2012: $15,261,112Liabilities 2012: $2,143,960Net Assets 2012: $13,117,1522012Assets 2013: $14,692,800Liabilities 2013: $1,389,757Net Assets 2013: $13,303,0432013Assets 2014: $14,284,083Liabilities 2014: $748,331Net Assets 2014: $13,535,7522014Assets 2015: $13,215,025Liabilities 2015: $669,988Net Assets 2015: $12,545,0372015Assets 2016: $11,629,064Liabilities 2016: $474,928Net Assets 2016: $11,154,1362016Assets 2017: $10,418,945Liabilities 2017: $676,621Net Assets 2017: $9,742,3242017Assets 2018: $8,128,733Liabilities 2018: $309,738Net Assets 2018: $7,818,9952018Assets 2019: $7,798,985Liabilities 2019: $2,000,000Net Assets 2019: $5,798,9852019Assets 2020: $7,229,798Liabilities 2020: $2,000,000Net Assets 2020: $5,229,7982020Assets 2021: $8,430,814Liabilities 2021: $550,000Net Assets 2021: $7,880,8142021Assets 2022: $8,061,586Liabilities 2022: $550,000Net Assets 2022: $7,511,5862022Assets 2023: $6,194,686Liabilities 2023: $0Net Assets 2023: $6,194,6862023Assets 2024: $5,534,716Liabilities 2024: $0Net Assets 2024: $5,534,7162024

Highlighted filing

2021

Assets$8,430,814
Liabilities$550,000
Net Assets$7,880,814
Open 2021 Filing

Operations Trend

Revenue Growth100th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $1,260,688Expenses 2011: $1,386,438Net Income 2011: -$125,7502011Revenue 2012: $848,787Expenses 2012: $1,311,978Net Income 2012: -$463,1912012Revenue 2013: $1,055,080Expenses 2013: $1,214,935Net Income 2013: -$159,8552013Revenue 2014: $938,643Expenses 2014: $1,232,362Net Income 2014: -$293,7192014Revenue 2015: $888,113Expenses 2015: $1,588,011Net Income 2015: -$699,8982015Revenue 2016: $987,324Expenses 2016: $2,597,646Net Income 2016: -$1,610,3222016Revenue 2017: $990,032Expenses 2017: $2,519,633Net Income 2017: -$1,529,6012017Revenue 2018: $316,742Expenses 2018: $2,240,071Net Income 2018: -$1,923,3292018Revenue 2019: $60,671Expenses 2019: $2,080,681Net Income 2019: -$2,020,0102019Revenue 2020: $60,348Expenses 2020: $629,535Net Income 2020: -$569,1872020Revenue 2021: $4,550,033Expenses 2021: $1,899,017Net Income 2021: $2,651,0162021Revenue 2022: $176Expenses 2022: $369,404Net Income 2022: -$369,2282022Revenue 2023: $100Expenses 2023: $1,317,000Net Income 2023: -$1,316,9002023Revenue 2024: $0Expenses 2024: $659,970Net Income 2024: -$659,9702024

Highlighted filing

2021

Revenue$4,550,033
Expenses$1,899,017
Net Income$2,651,016
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Jan 18, 2022
Return Version
2020v4.0
Gross Receipts
$4,550,033
Mission and Program Overview

Mission

Saint Thomas More Endowment and Development Fund, Inc., a non-profit organization, organized to hold and maintain the fixed assets and investments for the benefit of Saint Thomas More School, Inc., or one or more other organizations described in Section 509(a)(1) or 509(a)(2) of the Internal Revenue Code. The mission and purposes of the corporation are as follows: to protect and preserve the assets entrusted to its keeping for the St. Thomas More School; to investigate, choose and employ investment advisors and counselors and financial planners to provide for the conservation, orderly growth, and accumulation of the Endowment Fund; to investigate, devise and develop, fund and promote scholarships for students of St. Thomas More School as it deems appropriate; to foster and promote development activities; and to preserve and protect St. Thomas More School and to transfer funds as it deems necessary and advisable to promote the mission, goals, and operation of St. Thomas More School.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,623,062$6,313,863▼ $309,199
Accounts Receivable-$1,400,000-
Savings and Temporary Cash Investments$606,684$716,891▲ $110,207
Cash and Non-Interest-Bearing Accounts$52$60▲ $8
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,229,798$8,430,814▲ $1,201,016
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$2,000,000$550,000▼ $1,450,000
Total Liabilities$2,000,000$550,000▼ $1,450,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,166,948$7,817,964▲ $2,651,016
Net Assets With Donor Restrictions$62,850$62,850→ $0
Total Net Assets Fund Balance$5,229,798$7,880,814▲ $2,651,016
Total Liabilities and Net Assets / Fund Balance$7,229,798$8,430,814▲ $1,201,016

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,359,708$4,894,141$9,253,849
Leasehold Improvements$1,231,375$1,359,317$2,590,692
Land$690,954-$690,954
Equipment-$71,974$71,974
Other Land Buildings$31,826$32,055$63,881
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Francis D RobinsonPresident
Mark E BlockVice President
Dr Peter MolloyDirector
Thomas DwyerDirector
Timothy AshburnerDirector
James Hanrahan JrSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$50,000
Program Service Revenue
$0
Investment Income
$33
Other Revenue
$4,500,000
All Other Contributions
$50,000
Change in Net Assets
$2,651,016

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,550,033
Total Revenue per Audited Statements
$4,550,033
Total Revenue per Form 990
$4,550,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,000,000
Other Expenses$899,017
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,000,000--$1,000,000
Depreciation Depletion$309,199--$309,199
Interest-$43,748-$43,748
Insurance$774--$774
Other Expenses-$307-$307
Total Functional Expenses$1,309,973$589,044$0$1,899,017

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,899,017
Total Expenses per Audited Statements$1,899,017
Total Expenses per Form 990$1,899,017
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Saint Thomas More SchoolOakdale, CT-Financial Aid for Students$1,000,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Board of trustees reviews and aproves the form 990 prior to submission.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“D&B and Morning Star”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Board of Director's meetings minutes are retained by the Organization and available upon request. Form 990 is available on Guidestar.”

Filing and Contact Details

Filer

Filer Name
Saint Thomas More Endowment
EIN
06-1549772
Phone
8608591900
Address
45 Cottage Road, Oakdale, CT 06370

Signing Officer

Name
James Hanrahan Jr
Title
Secretary/Treas
Signed
2022-01-18
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
Ct
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Doherty Beals & Banks PC
Address
187 Williams St, New London, CT 06320
Preparer
Audrey A Leone CPA
Phone
8604432033
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The Board of Directors has established a policy that Endowment Funds shall be awarded in scholarships each year and designated as Board Designated.”

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IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0606684
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0716891
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Saint Thomas More Endowment and Development Fund holds and maintains the fixed assets and investments for the benefit of the Saint Thomas More School, Inc. In the 2020-21 fiscal year, Saint Thomas More Endowment and Development fund contributed $1,000,000 to Saint Thomas More School, Inc.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAINT THOMAS MORE SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/BuildingsGrp/BookValueAmt04359708
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04894141
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09253849
IRS990ScheduleD/EquipmentGrp/DepreciationAmt071974
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt071974
IRS990ScheduleD/ExpensesSubtotalAmt01899017
IRS990ScheduleD/LandGrp/BookValueAmt0690954
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0690954
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01231375
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01359317
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt032055
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt063881
IRS990ScheduleD/RevenueSubtotalAmt04550033
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Board of Directors has established a policy that Endowment Funds shall be awarded in scholarships each year and designated as Board Designated.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06313863
IRS990ScheduleD/TotalExpensesPerForm990Amt01899017
IRS990ScheduleD/TotalRevenuePerForm990Amt04550033
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04550033
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01899017
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IRS990ScheduleI/RecipientTable/CashGrantAmt01000000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL AID FOR STUDENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAINT THOMAS MORE SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0060876084
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt045 COTTAGE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OAKDALE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF TRUSTEES REVIEWS AND APROVES THE FORM 990 PRIOR TO SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1D&B and Morning Star
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board of Director's meetings minutes are retained by the Organization and available upon request. Form 990 is available on Guidestar.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01309973
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IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt02000000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0550000
IRS990/USAddress/AddressLine1Txt045 Cottage Road
IRS990/USAddress/CityNm0Oakdale
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006370
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.stmct.org/endowment.html
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-03-31 18:45:55Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HANRAHAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Saint Thomas More Endowment
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0and Development Fund Inc

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,430,814
Liabilities
$550,000
Net assets
$7,880,814
Revenue
$4,550,033
Expenses
$1,899,017
Net income
$2,651,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.00$0.66$0.66
2023Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.00$1.32$1.32
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$8.06$0.55$7.51$0.00$0.37$0.37
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.43$0.55$7.88$4.55$1.90$2.65
2020Detailed filing. Detailed filing data is available for this year.$7.23$2.00$5.23$0.06$0.63$0.57
2019Detailed filing. Detailed filing data is available for this year.$7.80$2.00$5.80$0.06$2.08$2.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.13$0.31$7.82$0.32$2.24$1.92
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$0.68$9.74$0.99$2.52$1.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.47$11.2$0.99$2.60$1.61
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.67$12.5$0.89$1.59$0.70
2014Summary only. Only limited summary data is available for this year.$14.3$0.75$13.5$0.94$1.23$0.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$1.39$13.3$1.06$1.21$0.16
2012Summary only. Only limited summary data is available for this year.$15.3$2.14$13.1$0.85$1.31$0.46
2011Summary only. Only limited summary data is available for this year.$16.5$3.14$13.3$1.26$1.39$0.13