Civic Intelligence

Montfort Academy

990 • Fiscal year 2023 • EIN 13-4037507

Jul 01, 2022 to Jun 30, 2023 • Filed on May 20, 2024

Organization ProfileWWW.THEMONFORTACADEMY.COM
125 E Birch StMount Vernon, NY 10552

(914) 699-7090

Siviq Scores

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

Liabilities / Assets

90th percentile

0.84x

Higher debt load relative to assets than 90% of similar nonprofits.

2023 filings • NTEE B • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

0.74x

Higher debt load relative to revenue than 87% of similar nonprofits.

2023 filings • NTEE B • $1M-$5M nonprofits • Source year 2023

Net Margin

46th percentile

1.7%

Higher net margin than 46% of similar nonprofits.

2023 filings • NTEE B • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

96th percentile

$340,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2023 filings • NTEE B • $1M-$5M nonprofits • Source year 2023

Asset Growth

41st percentile

1.1%

Faster asset growth than 41% of similar nonprofits.

2023 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

27%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$2,213,990

Up $24,372 (+1.1%) from 2022

Net Assets

Up

$343,857

Up $47,874 (+16%) from 2022

Liabilities

Down

$1,870,133

Down $23,502 (-1.2%) from 2022

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin46th percentile

Revenue

Up

$2,526,677

Up $539,289 (+27%) from 2022

Expenses

Up

$2,484,138

Up $422,569 (+20%) from 2022

Net Income

Up

$42,539

Up $116,720 (+157%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $137,788Liabilities 2010: $368,048Net Assets 2010: -$230,2602010Assets 2011: $111,933Liabilities 2011: $435,911Net Assets 2011: -$323,9782011Assets 2012: $36,724Liabilities 2012: $490,415Net Assets 2012: -$453,6912012Assets 2013: $87,990Liabilities 2013: $599,516Net Assets 2013: -$511,5262013Assets 2014: $308,859Liabilities 2014: $756,789Net Assets 2014: -$447,9302014Assets 2015: $146,572Liabilities 2015: $813,055Net Assets 2015: -$666,4832015Assets 2016: $266,069Liabilities 2016: $700,042Net Assets 2016: -$433,9732016Assets 2017: $270,545Liabilities 2017: $868,077Net Assets 2017: -$597,5322017Assets 2018: $541,753Liabilities 2018: $847,847Net Assets 2018: -$306,0942018Assets 2019: $281,625Liabilities 2019: $352,937Net Assets 2019: -$71,3122019Assets 2020: $938,937Liabilities 2020: $1,531,007Net Assets 2020: -$592,0702020Assets 2021: $2,527,344Liabilities 2021: $1,816,361Net Assets 2021: $710,9832021Assets 2022: $2,189,618Liabilities 2022: $1,893,635Net Assets 2022: $295,9832022Assets 2023: $2,213,990Liabilities 2023: $1,870,133Net Assets 2023: $343,8572023Assets 2024: $2,461,736Liabilities 2024: $1,734,919Net Assets 2024: $726,8172024

Highlighted filing

2023

Assets$2,213,990
Liabilities$1,870,133
Net Assets$343,857
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $624,704Expenses 2010: $660,544Net Income 2010: -$35,8402010Revenue 2011: $587,545Expenses 2011: $654,178Net Income 2011: -$66,6332011Revenue 2012: $462,541Expenses 2012: $584,398Net Income 2012: -$121,8572012Revenue 2013: $497,493Expenses 2013: $534,739Net Income 2013: -$37,2462013Revenue 2014: $748,858Expenses 2014: $721,506Net Income 2014: $27,3522014Revenue 2015: $942,942Expenses 2015: $1,094,569Net Income 2015: -$151,6272015Revenue 2016: $1,502,584Expenses 2016: $1,431,662Net Income 2016: $70,9222016Revenue 2017: $1,591,875Expenses 2017: $1,752,316Net Income 2017: -$160,4412017Revenue 2018: $2,076,874Expenses 2018: $1,795,845Net Income 2018: $281,0292018Revenue 2019: $2,179,118Expenses 2019: $1,946,236Net Income 2019: $232,8822019Revenue 2020: $1,641,015Expenses 2020: $1,795,862Net Income 2020: -$154,8472020Revenue 2021: $3,154,756Expenses 2021: $1,851,706Net Income 2021: $1,303,0502021Revenue 2022: $1,987,388Expenses 2022: $2,061,569Net Income 2022: -$74,1812022Revenue 2023: $2,526,677Expenses 2023: $2,484,138Net Income 2023: $42,5392023Revenue 2024: $2,617,169Expenses 2024: $2,326,603Net Income 2024: $290,5662024

Highlighted filing

2023

Revenue$2,526,677
Expenses$2,484,138
Net Income$42,539
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 20, 2024
Return Version
2022v5.0
Gross Receipts
$2,658,767
Mission and Program Overview

Mission

The montfort academy guides each student to seek wisdom, practice virtue, and keep the faith.

Montfort academy is a classical college-preparatory school grounded in the spiritual & intellectual teachings of the roman catholic church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$932,312$1,093,283▲ $160,971
Investments in Publicly Traded Securities$908,885$914,220▲ $5,335
Accounts Receivable$232,000$0▼ $232,000
Land, Buildings, and Equipment, Net$94,921$184,987▲ $90,066
Loans From Officers Directors$27,000$27,000→ $0
Inventories for Sale or Use$8,500$8,500→ $0
Other Notes and Loans Receivable, Net$2,500$2,500→ $0
Savings and Temporary Cash Investments-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,189,618$2,213,990▲ $24,372
Other Assets Total$10,500$10,500→ $0
Liabilities
Deferred Revenue$1,101,724$1,151,098▲ $49,374
Mortgage Notes Payable Secured by Investment Property$722,167$645,674▼ $76,493
Accounts Payable and Accrued Expenses$42,744$46,361▲ $3,617
Total Liabilities$1,893,635$1,870,133▼ $23,502
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$295,983$343,857▲ $47,874
Total Net Assets Fund Balance$295,983$343,857▲ $47,874
Total Liabilities and Net Assets / Fund Balance$2,189,618$2,213,990▲ $24,372

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$184,987$368,344$553,331
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Richard GrecoPresidentFT$340,000$340,000

Board Members and Trustees

NameTitle
Fulvio PagnozziTrustee
Joanne ChiricoTrustee
Joseph SchenkTrustee
Thomas LehrmanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$202,721
Program Service Revenue
$2,314,267
Investment Income
$102,087
Other Revenue
$-92,398
All Other Contributions
$202,721
Change in Net Assets
$42,539
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,626,005
Other Expenses$858,133
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,035,569$32,028-$1,067,597
Current Officers, Directors, Trustees, and Key Employees$170,000$170,000-$340,000
Occupancy$110,744$5,829-$116,573
Other Employee Benefits$96,924$17,104-$114,028
Payroll Taxes$87,678$15,472-$103,150
Insurance$70,161$3,693-$73,854
Office Expenses$5,053$62,691-$67,744
Depreciation Depletion$48,856$2,571-$51,427
Other Expenses$38,712$2,037-$40,749
All Other Expenses$36,069$1,898-$37,967
Fees for Services Accounting$7,606$22,819-$30,425
Advertising$24,280$1,278-$25,558
Fees for Services Other$5,080$896-$5,976
Information Technology$2,432$128-$2,560
Pension Plan Contributions-$1,230-$1,230
Interest$211$634-$845
Total Functional Expenses$2,123,607$360,531$0$2,484,138
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$132,090
Fundraising Gross Income$39,692
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$39,692$39,692$132,090$-92,398
Total Events$39,692$39,692$132,090$-92,398
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
Loans from Officers, Directors, Trustees, and Key Employees$27,000$27,000→ $0
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
Backup withholding compliance
Yes
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
Yes
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, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

FORM 990, PART VI, SECTION B, LINE 11B:

“Cpa prepares 990, president reviews 990 with trustees”

FORM 990, PART VI, SECTION B, LINE 11B:

“Indepenent outside bookeeper prepares financial statements”

FORM 990, PART VI, SECTION B, LINE 12C:

“Disclosure of conflicts is required at the next meetingno compliance enforcement was required”

FORM 990, PART VI, SECTION B, LINE 15:

“Trustees perform a formal review after consultation with 3rd partyprofessionals and comparability data”

FORM 990, PART VI, SECTION C, LINE 19:

“All records are available upon request”

Filing and Contact Details

Filer

Filer Name
Montfort Academy
EIN
13-4037507
Phone
9146997090
Address
125 E BIRCH ST, MOUNT VERNON, NY 10552

Signing Officer

Name
Richard Greco
Title
President
Signed
2024-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Greco
Voting Board Members
5
Independent Board Members
5
Employees
26

Preparer

Firm
Michael a Duca Company Cpas Pc
Address
666 OLD COUNTRY RD SUITE 601, GARDEN CITY, NY 11530
Preparer
Michael a Duca
Phone
5162276660
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

“Teachings of the roman catholic church.”

Raw XML AppendixShowing 400 of 489 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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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010500
IRS990/OtherAssetsTotalGrp/EOYAmt010500
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017104
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt096924
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0114028
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc2STUDENT ACTIVITY FEES
IRS990/OtherExpensesGrp/Desc3EDUCATION SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011446
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16164
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22613
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32037
IRS990/OtherExpensesGrp/ProgramServicesAmt0217468
IRS990/OtherExpensesGrp/ProgramServicesAmt1117123
IRS990/OtherExpensesGrp/ProgramServicesAmt249641
IRS990/OtherExpensesGrp/ProgramServicesAmt338712
IRS990/OtherExpensesGrp/TotalAmt0228914
IRS990/OtherExpensesGrp/TotalAmt1123287
IRS990/OtherExpensesGrp/TotalAmt252254
IRS990/OtherExpensesGrp/TotalAmt340749
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt032028
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01035569
IRS990/OtherSalariesAndWagesGrp/TotalAmt01067597
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt02500
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02500
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015472
IRS990/PayrollTaxesGrp/ProgramServicesAmt087678
IRS990/PayrollTaxesGrp/TotalAmt0103150
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01230
IRS990/PensionPlanContributionsGrp/TotalAmt01230
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0RICHARD GRECO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611600
IRS990/ProgramServiceRevenueGrp/Desc0NYS MANDATED CLAIMS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER INCOME
IRS990/ProgramServiceRevenueGrp/Desc2STUDENT ACTIVITY FEES
IRS990/ProgramServiceRevenueGrp/Desc3TUITION - NET OF FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt086274
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt180019
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2334740
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31813234
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt086274
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt180019
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2334740
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31813234
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0373484
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt010
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0511641
IRS990/PYOtherRevenueAmt0-69688
IRS990/PYProgramServiceRevenueAmt01683582
IRS990/PYRevenuesLessExpensesAmt0-74181
IRS990/PYSalariesCompEmpBnftPaidAmt01549928
IRS990/PYTotalExpensesAmt02061569
IRS990/PYTotalRevenueAmt01987388
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt042539
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02314267
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0184987
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0368344
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0553331
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0184987
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ALL MEMBERS OF THE COMMUNITY ARE AWARE OF THE POLICY. THE POLICY IS WELL ESTABLISHED AND EVIDENCED BY THE RACIAL & ETHNIC MAKE UP OF THE STUDENTS AT THE SCHOOL & IS REINFORCED IN BROCHURES, MATERIALS, AND THE SCHOOL WEBSITE. THE MONTFORT ACADEMY EARNED AN A+ IN DIVERSITY FROM NICHE, INC.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0132090
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039692
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039692
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt039692
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt039692
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-92398
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0132090
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0132090
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0340000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICHARD GRECO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0340000
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt02000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt125000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1LOAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt02000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt125000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0RICHARD GRECO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm1THOMAS D LEHRMAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0TRUSTEE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1TRUSTEE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1false
IRS990ScheduleL/TotalBalanceDueAmt027000
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TEACHINGS OF THE ROMAN CATHOLIC CHURCH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CPA PREPARES 990, PRESIDENT REVIEWS 990 WITH TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INDEPENENT OUTSIDE BOOKEEPER PREPARES FINANCIAL STATEMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DISCLOSURE OF CONFLICTS IS REQUIRED AT THE NEXT MEETINGNO COMPLIANCE ENFORCEMENT WAS REQUIRED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRUSTEES PERFORM A FORMAL REVIEW AFTER CONSULTATION WITH 3RD PARTYPROFESSIONALS AND COMPARABILITY DATA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALL RECORDS ARE AVAILABLE UPON REQUEST

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,213,990
Liabilities
$1,870,133
Net assets
$343,857
Revenue
$2,526,677
Expenses
$2,484,138
Net income
$42,539
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$1.73$0.73$2.62$2.33$0.29
2023Detailed filing. Detailed filing data is available for this year.$2.21$1.87$0.34$2.53$2.48$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.19$1.89$0.30$1.99$2.06$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.53$1.82$0.71$3.15$1.85$1.30
2020Detailed filing. Detailed filing data is available for this year.$0.94$1.53$0.59$1.64$1.80$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.35$0.07$2.18$1.95$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.85$0.31$2.08$1.80$0.28
2017Summary only. Only limited summary data is available for this year.$0.27$0.87$0.60$1.59$1.75$0.16
2016Summary only. Only limited summary data is available for this year.$0.27$0.70$0.43$1.50$1.43$0.07
2015Summary only. Only limited summary data is available for this year.$0.15$0.81$0.67$0.94$1.09$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.76$0.45$0.75$0.72$0.03
2013Summary only. Only limited summary data is available for this year.$0.09$0.60$0.51$0.50$0.53$0.04
2012Summary only. Only limited summary data is available for this year.$0.04$0.49$0.45$0.46$0.58$0.12
2011Summary only. Only limited summary data is available for this year.$0.11$0.44$0.32$0.59$0.65$0.07
2010Summary only. Only limited summary data is available for this year.$0.14$0.37$0.23$0.62$0.66$0.04