Civic Intelligence

St. Anthony Educational Foundation Inc.

990 • Fiscal year 2013 • EIN 13-6103940

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 10, 2014

C/O Gilchrist Associates Inc27515

(888) 580-9349

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

43rd percentile

0.08x

Higher debt load relative to revenue than 43% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

89th percentile

43%

Higher net margin than 89% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$3,597,502

Up $536,320 (+18%) from 2012

Net Assets

Up

$3,565,644

Up $525,204 (+17%) from 2012

Liabilities

Up

$31,858

Up $11,116 (+54%) from 2012

Revenue

$419,679

No earlier filing loaded for comparison.

Expenses

Up

$239,783

Up $37,747 (+19%) from 2012

Net Income

$179,896

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,938,346Liabilities 2010: $57,865Net Assets 2010: $2,880,4812010Assets 2011: $2,822,844Liabilities 2011: $47,887Net Assets 2011: $2,774,9572011Assets 2012: $3,061,182Liabilities 2012: $20,742Net Assets 2012: $3,040,4402012Assets 2013: $3,597,502Liabilities 2013: $31,858Net Assets 2013: $3,565,6442013Assets 2014: $3,730,299Liabilities 2014: $33,023Net Assets 2014: $3,697,2762014Assets 2015: $3,367,587Liabilities 2015: $20,354Net Assets 2015: $3,347,2332015Assets 2016: $3,613,844Liabilities 2016: $13,873Net Assets 2016: $3,599,9712016Assets 2017: $4,115,718Liabilities 2017: $8,275Net Assets 2017: $4,107,4432017Assets 2018: $3,623,974Liabilities 2018: $26,721Net Assets 2018: $3,597,2532018Assets 2019: $4,260,212Liabilities 2019: $10,401Net Assets 2019: $4,249,8112019Assets 2020: $4,276,642Liabilities 2020: $15,913Net Assets 2020: $4,260,7292020Assets 2021: $5,174,138Liabilities 2021: $14,142Net Assets 2021: $5,159,9962021Assets 2022: $4,718,190Liabilities 2022: $15,440Net Assets 2022: $4,702,7502022Assets 2023: $4,817,401Liabilities 2023: $97,113Net Assets 2023: $4,720,2882023

Highlighted filing

2013

Assets$3,597,502
Liabilities$31,858
Net Assets$3,565,644

Operations Trend

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $252,0542010Expenses 2011: $215,4842011Expenses 2012: $202,0362012Revenue 2013: $419,679Expenses 2013: $239,783Net Income 2013: $179,8962013Revenue 2014: $300,919Expenses 2014: $256,419Net Income 2014: $44,5002014Revenue 2015: $170,889Expenses 2015: $287,380Net Income 2015: -$116,4912015Revenue 2016: $224,569Expenses 2016: $294,295Net Income 2016: -$69,7262016Revenue 2017: $287,282Expenses 2017: $236,304Net Income 2017: $50,9782017Revenue 2018: $184,394Expenses 2018: $274,078Net Income 2018: -$89,6842018Revenue 2019: $237,769Expenses 2019: $277,363Net Income 2019: -$39,5942019Revenue 2020: $51,563Expenses 2020: $258,318Net Income 2020: -$206,7552020Revenue 2021: $341,775Expenses 2021: $254,845Net Income 2021: $86,9302021Revenue 2022: $489,477Expenses 2022: $263,554Net Income 2022: $225,9232022Revenue 2023: $380,073Expenses 2023: $371,193Net Income 2023: $8,8802023

Highlighted filing

2013

Revenue$419,679
Expenses$239,783
Net Income$179,896
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$1,285,179
Mission and Program Overview

Mission

The fundamental purposes of the st. Anthony educational foundation (saef), a secular public charity, are to encourage and support - through scholarships and grants - the educational and cultural activities of members of st. Anthony hall. Through its efforts, the foundation seeks to enhance the development of members' intellects and to foster responsible citizenship. St. Anthony educational foundation, inc., is the national organization's primary source of support for programs and activities that enrich st. Anthony hall's individual members and chapters from an academic and intellectual standpoint. One of the most prominent ways in which this is done is through grants and scholarships awarded for qualifying projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,898,341$3,201,892▲ $303,551
Savings and Temporary Cash Investments$40,518$228,646▲ $188,128
Cash and Non-Interest-Bearing Accounts$116,686$135,721▲ $19,035
Pledges and Grants Receivable-$20,650-
Accounts Receivable$2,166$4,384▲ $2,218
Prepaid Expenses and Deferred Charges$2,221$2,331▲ $110
Total Assets$3,061,182$3,597,502▲ $536,320
Other Assets Total$1,250$3,878▲ $2,628
Liabilities
Grants Payable$17,122$28,061▲ $10,939
Accounts Payable and Accrued Expenses$3,620$3,797▲ $177
Total Liabilities$20,742$31,858▲ $11,116
Net Assets / Fund Balance
Unrestricted Net Assets$2,739,274$3,230,862▲ $491,588
Temporarily Rstr Net Assets$167,081$249,057▲ $81,976
Permanently Rstr Net Assets$134,085$85,725▼ $48,360
Total Net Assets Fund Balance$3,040,440$3,565,644▲ $525,204
Total Liabilities and Net Assets / Fund Balance$3,061,182$3,597,502▲ $536,320
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$154,051
Program Service Revenue
$0
Investment Income
$265,505
Other Revenue
$123
All Other Contributions
$154,051
Change in Net Assets
$179,896

Audited Revenue Reconciliation

Revenue per Audited Statements
$419,679
Revenue Not Reported on Form 990
$334,765
Total Revenue per Audited Statements
$754,444
Total Revenue per Form 990
$419,679
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,327
Grants and Similar Amounts Paid$74,056
Total Fundraising Expense$47,720
Professional Fundraising Fees$38,400
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$41,328-$41,328
Fees for Services Professional Fundraising--$38,400$38,400
Grants to Domestic Orgs$37,859--$37,859
Grants to Domestic Individuals$36,197--$36,197
Fees for Service Investment Mgmnt Fees-$35,058-$35,058
Fees for Services Accounting-$17,000-$17,000
Office Expenses-$8,992$3,044$12,036
Insurance-$4,306-$4,306
Information Technology-$3,886-$3,886
Travel-$2,989-$2,989
All Other Expenses-$629-$629
Other Expenses-$544$6,276$544
Conferences and Meetings-$315-$315
Total Functional Expenses$74,056$118,007$47,720$239,783

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$239,783
Total Expenses per Form 990$239,783
Total Expenses per Audited Statements$229,240
Expenses Not Reported on Form 990$-10,543
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
13-0627136-7Educational$20,017
13-6119091-3Educational$17,842
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$38,400
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

Theodore coxe 732 s. Roberts road bryn mawr, pa 19010 alexander cook 7715 crittenden st, ste 344 philadelphia, pa 19118 sandra e. Carielli 9 sandy dr. Acton, ma 01720 elizabeth m. Peacock 2423 vail avenue, unit a-10 charlotte, nc 28207 sayd randle 3522 bellevue ave, apt 4 los angeles, ca 90026 geoffrey walker 1705 north boulevard houston, tx 77098 robert marsteller 5142 tilden st. Nw washington, dc 20016 john h. Trevey 3210 meredith st austin, tx 78703 vincent chamblee po box 1491 fulton, ms 38843 terri duhon 29 arundel gardens london, uk greg friedman 4624 brandingshire place fort worth, tx 76133 george booth 651 highland cir. Tupelo, ms 38804 katharine lister 2122 spring st. Philadelphia, pa 19103

Form 990, Page 6, Part VI, Line 11B

Board members receive a copy of the return prior to signature.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

EIN
13-6103940
Phone
8885809349

Signing Officer

Name
Alexander Cook
Title
Treasurer
Phone
8885809349
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexander Cook
Formed
1956
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
25

Preparer

Preparer
Robin a Markey
Phone
4135281111
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The fundamental purposes of the st. Anthony educational foundation (saef), a secular public charity, are to encourage and support - through scholarships and grants - the educational and cultural activities of members of st. Anthony hall. Through its efforts, the foundation seeks to enhance the development of members' intellects and to foster responsible citizenship. St. Anthony educational foundation, inc., is the national organization's primary source of support for programs and activities that enrich st. Anthony hall's individual members and chapters from an academic and intellectual standpoint. One of the most prominent ways in which this is done is through grants and scholarships awarded for qualifying projects.

Form 990, Part XI, Line 9

Recoveries of prior year grants 10,543

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 2D

Recoveries of prior year grants -10,543

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IRS990/MissionDesc0THE FUNDAMENTAL PURPOSES OF THE ST. ANTHONY EDUCATIONAL FOUNDATION (SAEF), A SECULAR PUBLIC CHARITY, ARE TO ENCOURAGE AND SUPPORT - THROUGH SCHOLARSHIPS AND GRANTS - THE EDUCATIONAL AND CULTURAL ACTIVITIES OF MEMBERS OF ST. ANTHONY HALL. THROUGH ITS EFFORTS, THE FOUNDATION SEEKS TO ENHANCE THE DEVELOPMENT OF MEMBERS' INTELLECTS AND TO FOSTER RESPONSIBLE CITIZENSHIP. ST. ANTHONY EDUCATIONAL FOUNDATION, INC., IS THE NATIONAL ORGANIZATION'S PRIMARY SOURCE OF SUPPORT FOR PROGRAMS AND ACTIVITIES THAT ENRICH ST. ANTHONY HALL'S INDIVIDUAL MEMBERS AND CHAPTERS FROM AN ACADEMIC AND INTELLECTUAL STANDPOINT. ONE OF THE MOST PROMINENT WAYS IN WHICH THIS IS DONE IS THROUGH GRANTS AND SCHOLARSHIPS AWARDED FOR QUALIFYING PROJECTS.
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IRS990/OtherExpensesGrp/Desc0PRODUCTION COSTS - FUNDRA
IRS990/OtherExpensesGrp/Desc1TAXES - FOREIGN WH
IRS990/OtherExpensesGrp/Desc2CREDIT CARD PROCESSING FE
IRS990/OtherExpensesGrp/Desc3G.C. PROGRAMMING
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IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0OTHER INCOME 6,722
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RECOVERIES OF PRIOR YEAR GRANTS -10,543
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleG/FundraiserActivityInfoGrp/NetToOrganizationAmt017475
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IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/AddressLine10PO BOX 604
IRS990ScheduleG/FundraiserActivityInfoGrp/USAddress/City0SALISBURY
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt122000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SPEAKER SERIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1ORGANIZE ART EXHIBIT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2LECTURE SERIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3ARCHIVE HISTORICAL DOCS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4AFTER SCHOOL PROGRAM
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5GARDEN AGRICULTURE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6RESEARCH & STUDY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt7TRAVEL FOR STUDY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt8TRAVEL CHAPTER VISITS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt9FUND INTERNSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt10PAINTING SERIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt11DOCUMENTARY SERIES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt12SPONSOR LITERARCY COUNCIL
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt11
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt22
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt32
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt51
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt101
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IRS990ScheduleI/RecipientTable/IRCSectionDesc07
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATIONAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10THE FRATERNITY OF DELTA PSI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11THE 1853 FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0130627136
IRS990ScheduleI/RecipientTable/RecipientEIN1136119091
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10C/O GILCHRIST ASSOCIATES INC
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1154 WELLAND ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine20120 PROVIDENCE RD STE 102
IRS990ScheduleI/RecipientTable/USAddress/City0CHAPEL HILL
IRS990ScheduleI/RecipientTable/USAddress/City1BROOKLINE
IRS990ScheduleI/RecipientTable/USAddress/State0NC

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.82$0.10$4.72$0.38$0.37$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.72$0.02$4.70$0.49$0.26$0.23
2021Detailed filing. Detailed filing data is available for this year.$5.17$0.01$5.16$0.34$0.25$0.09
2020Detailed filing. Detailed filing data is available for this year.$4.28$0.02$4.26$0.05$0.26$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.26$0.01$4.25$0.24$0.28$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.62$0.03$3.60$0.18$0.27$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.12$0.01$4.11$0.29$0.24$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.61$0.01$3.60$0.22$0.29$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.37$0.02$3.35$0.17$0.29$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.73$0.03$3.70$0.30$0.26$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.60$0.03$3.57$0.42$0.24$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.02$3.04$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.82$0.05$2.77$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.94$0.06$2.88$0.25