Civic Intelligence

Trustees of Endowment for Saint Mark'S Church

EIN 23-6464467 • 501(c)3 • Wallingford, PA

Profile

Endowment fund for saint mark's church

300 Colonial DriveWallingford, PA 19086

n/A

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

3rd percentile

-89%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

64th percentile

8.8%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

2nd percentile

-79%

Faster revenue growth than 2% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$9,813,320

Up $1,576,720 (+19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$9,813,320

Up $1,576,720 (+19%) from 2022

Operations
Liabilities / Revenue7th percentileNet Margin3rd percentile

Revenue

Up

$1,086,568

Up $582,223 (+115%) from 2022

Expenses

Up

$382,887

Up $369 (+0.1%) from 2022

Net Income

Up

$703,681

Up $581,854 (+478%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$10M$5.0M$0Assets 2011: $6,697,182Liabilities 2011: $0Net Assets 2011: $6,697,1822011Assets 2012: $6,953,710Liabilities 2012: $0Net Assets 2012: $6,953,7102012Assets 2013: $6,855,177Liabilities 2013: $0Net Assets 2013: $6,855,1772013Assets 2021: $9,982,754Liabilities 2021: $0Net Assets 2021: $9,982,7542021Assets 2022: $8,236,600Liabilities 2022: $0Net Assets 2022: $8,236,6002022Assets 2024: $9,813,320Liabilities 2024: $0Net Assets 2024: $9,813,3202024

Highlighted filing

2024

Assets$9,813,320
Liabilities$0
Net Assets$9,813,320
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $299,8772011Expenses 2012: $325,0292012Revenue 2013: $220,066Expenses 2013: $332,544Net Income 2013: -$112,4782013Revenue 2021: $541,974Expenses 2021: $368,009Net Income 2021: $173,9652021Revenue 2022: $504,345Expenses 2022: $382,518Net Income 2022: $121,8272022Revenue 2024: $1,086,568Expenses 2024: $382,887Net Income 2024: $703,6812024

Highlighted filing

2024

Revenue$1,086,568
Expenses$382,887
Net Income$703,681
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,813,320
Liabilities
$0
Net assets
$9,813,320
Revenue
$1,086,568
Expenses
$382,887
Net income
$703,681
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.81$0.00$9.81$1.09$0.38$0.70
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.24$0.00$8.24$0.50$0.38$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.98$0.00$9.98$0.54$0.37$0.17
2013Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.22$0.33$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.95$0.00$6.95$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.70$0.00$6.70$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$1,086,568
Mission and Program Overview

Mission

Endowment Fund to provide financial support for the mission and ministries of Saint Marks Church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,986,445$9,813,320▲ $826,875
Investments in Publicly Traded Securities$8,430,924$8,706,645▲ $275,721
Savings and Temporary Cash Investments$218,959$1,094,720▲ $875,761
Other Notes and Loans Receivable, Net$173,000--
Cash and Non-Interest-Bearing Accounts$161,580$9,911▼ $151,669
Accounts Receivable$1,982$2,044▲ $62
Total Assets$8,986,445$9,813,320▲ $826,875
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,986,445$9,813,320▲ $826,875
Total Liabilities and Net Assets / Fund Balance$8,986,445$9,813,320▲ $826,875

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$8,986,445$700,000▲ $509,762-$9,813,320
2023$8,236,600-▲ $1,099,482-$8,986,445
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Joseph G CarusoPresident
Mary Jane BarrettVice President Secretary
David MarshallTrustee
Isabelle BentonTrustee
John Fisher-GrayTrustee
Kim WilliamsTrustee
Richard LerchTrustee
John ChurchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$700,000
Program Service Revenue
$0
Investment Income
$386,568
Other Revenue
$0
All Other Contributions
$700,000
Change in Net Assets
$703,681
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$382,887
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$382,887--$382,887
Total Functional Expenses$382,887$0$0$382,887
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Saint Mark's ChurchPhiladelphia, PA501c3Support of Church Mission$382,887
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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
No
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, Section A, Line 9

“mailing address of Trustees who cannot be reached at the organizationJoseph G Caruso, 300 Colonial Drive, Wallingford, PA 19086,Mary Jane Barrett, 322 South 21st Street, Philadelphia, PA, John Church, 71 Steeplechase Road, Devon, PA, Isabelle Benton, 254 Cheswold Lane, Havertown, PA, Richard Lerch, 311 Earles Lane, Newtown Square, PA, Kim Williams, 423 Pine Street, Philadelphia, PA , David Marshall, 2116 Appletree Street, Philadelphia, PA. John Fisher-Gray, 726 Hertford Road, Wilmington, DE.”

Form 990, Part VI, Section B, Line 11A

“Trustees are provided with the Form 990 filing upon completion.”

Form 990, Part VI, Section B, Line 12A

“Any transaction or vote involving a potential conflict of interest is subject to approval only upon a majority of the disinterested Trustees determining that such action is in the best interest of the Endowment Fund. In addition, the minutes of any meeting at which such vote is taken shall record such disclosure and the rationale for approval.”

Form 990, Part VI, Section C, Line 19

“The organization makes its financial statements, conflict of interest policy and governing documents available upon request.”

Filing and Contact Details

Filer

Filer Name
Trustees of Endowment for Saint Mark's Church
EIN
23-6464467
In Care Of
% Joseph Caruso
Phone
6105651010
Address
300 Colonial Drive, Wallingford, PA 19086

Signing Officer

Name
Joseph G Caruso
Title
President
Phone
6105651010
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph G Caruso
Formed
1985
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Joseph G Caruso Esquire
Address
300 Colonial Drive, Wallingford, PA 19086
Preparer
Joseph G Caruso
Phone
6105651010
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 4

“Sum of 2,044.00 reported as Accounts Receivable consists of accrued interest/dividends.”

Form 990, Part X, Line 7

“Notes receivable from the supported organization as reported at the end of calendar year 2023 was satisfied in full as the result of the 700,000 bequest received by the Endowment Fund reported herein.”

Raw XML Appendix394 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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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0382887
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Saint Mark's Church
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0382887
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08986445
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0700000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09813320
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0382887
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0509762
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01099482
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support of Church Mission
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Saint Mark's Church
IRS990ScheduleI/RecipientTable/RecipientEIN0231583643
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01625 Locust Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Philadelphia
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019103
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Supported organization provides an account of the use of the funds granted.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0mailing address of Trustees who cannot be reached at the organizationJoseph G Caruso, 300 Colonial Drive, Wallingford, PA 19086,Mary Jane Barrett, 322 South 21st Street, Philadelphia, PA, John Church, 71 Steeplechase Road, Devon, PA, Isabelle Benton, 254 Cheswold Lane, Havertown, PA, Richard Lerch, 311 Earles Lane, Newtown Square, PA, Kim Williams, 423 Pine Street, Philadelphia, PA , David Marshall, 2116 Appletree Street, Philadelphia, PA. John Fisher-Gray, 726 Hertford Road, Wilmington, DE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Trustees are provided with the Form 990 filing upon completion.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Any transaction or vote involving a potential conflict of interest is subject to approval only upon a majority of the disinterested Trustees determining that such action is in the best interest of the Endowment Fund. In addition, the minutes of any meeting at which such vote is taken shall record such disclosure and the rationale for approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization makes its financial statements, conflict of interest policy and governing documents available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Sum of 2,044.00 reported as Accounts Receivable consists of accrued interest/dividends.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Notes receivable from the supported organization as reported at the end of calendar year 2023 was satisfied in full as the result of the 700,000 bequest received by the Endowment Fund reported herein.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part X, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part X, Line 7
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt08986445
IRS990/TotalAssetsEOYAmt09813320
IRS990/TotalAssetsGrp/BOYAmt08986445
IRS990/TotalAssetsGrp/EOYAmt09813320
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0700000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0382887
IRS990/TotalFunctionalExpensesGrp/TotalAmt0382887
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08986445
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09813320
IRS990/TotalProgramServiceExpensesAmt0382887
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01086568
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt08986445
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09813320
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0300 Colonial Drive
IRS990/USAddress/CityNm0Wallingford
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019086
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph G Caruso
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06105651010
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trustees of Endowment for Saint Mark's Church
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0236464467
ReturnHeader/Filer/InCareOfNm0% Joseph Caruso
ReturnHeader/Filer/PhoneNum06105651010
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 Colonial Drive
ReturnHeader/Filer/USAddress/CityNm0Wallingford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019086
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232496288
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Joseph G Caruso Esquire
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 Colonial Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wallingford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019086
ReturnHeader/PreparerPersonGrp/PhoneNum06105651010
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph G Caruso
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-14T03:43:27-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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