Civic Intelligence

St Mary'S Endowment Fund

990EZ • Fiscal year 2016 • EIN 23-7024977

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 24, 2017

1175 E Main StreetMedford, OR 97504

(541) 973-2557

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

60th percentile

8.0%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$405,501

Up $30,082 (+8.0%) from 2015

Net Assets

Up

$405,501

Up $30,082 (+8.0%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$25,811

Down $6,802 (-21%) from 2015

Expenses

Down

$2,408

Down $12,144 (-83%) from 2015

Net Income

Up

$23,403

Up $5,342 (+30%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $694,310Liabilities 2010: $0Net Assets 2010: $694,3102010Assets 2015: $375,419Net Assets 2015: $375,4192015Assets 2016: $405,501Net Assets 2016: $405,5012016Assets 2017: $446,597Net Assets 2017: $446,5972017Assets 2018: $406,181Net Assets 2018: $406,1812018Assets 2019: $482,146Net Assets 2019: $482,1462019Assets 2020: $461,554Net Assets 2020: $461,5542020Assets 2021: $520,003Liabilities 2021: $0Net Assets 2021: $520,0032021Assets 2022: $433,402Liabilities 2022: $0Net Assets 2022: $433,4022022Assets 2023: $482,075Liabilities 2023: $0Net Assets 2023: $482,0752023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$405,501
Liabilities-
Net Assets$405,501

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $13,5402010Revenue 2015: $32,613Expenses 2015: $14,552Net Income 2015: $18,0612015Revenue 2016: $25,811Expenses 2016: $2,408Net Income 2016: $23,4032016Revenue 2017: $37,467Expenses 2017: $20,278Net Income 2017: $17,1892017Revenue 2018: $58,249Expenses 2018: $13,498Net Income 2018: $44,7512018Revenue 2019: $27,386Expenses 2019: $10,073Net Income 2019: $17,3132019Revenue 2020: $20,799Expenses 2020: $49,535Net Income 2020: -$28,7362020Revenue 2021: $75,864Expenses 2021: $17,415Net Income 2021: $58,4492021Revenue 2022: $41,238Expenses 2022: $127,838Net Income 2022: -$86,6002022Revenue 2023: $52,575Expenses 2023: $3,902Net Income 2023: $48,6732023Revenue 2024: $21,322Expenses 2024: $3,999Net Income 2024: $17,3232024

Highlighted filing

2016

Revenue$25,811
Expenses$2,408
Net Income$23,403
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 24, 2017
Return Version
2016v3.0
Gross Receipts
$27,477
Mission and Program Overview

Mission

Support catholic education in jackson county, oregon

Program Services

DescriptionGrantsExpenses
GRANTS AND SCHOLARSHIPS FOR ST. MARYS AND SACRED HEART CATHOLIC SCHOOLS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM BECKERPresident-$0--
DANIEL KOSMATKASecretary-$0--
DOUGLAS PICKEDirector-$0--
DR RICHARD SCHAEFERDirector-$0--
JOHN BATZERDirector-$0--
MIKE NAUMESDirector-$0--
MIKE MAHARDirector-$0--
JAMES SERVOSSDirector-$0--
DAVID CLEMENSDirector-$0--
Filing and Contact Details

Filer

Filer Name
ST MARY'S ENDOWMENT FUND
EIN
23-7024977
Phone
5419732557
Address
1175 E MAIN STREET, MEDFORD, OR 97504

Signing Officer

Name
Tom Becker
Title
Member
Phone
5419732557
Signed
2017-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Bagley Accounting
Address
1175 E Main Street Ste 2A, Medford, OR 97504
Preparer
Benjamin D Bagley CPA
Phone
5417796059
Supplemental Narrative

Additional Explanations

Pt III, Line 31

Support catholic education in jackson county, oregon

Form 990EZ, Part I, Line 16

STATE TAX 63.

Form 990EZ, Part I, Line 16

FOREIGN TAX 119.

Form 990EZ, Part I, Line 20

Net unrealized gain or loss on investments 6679.

Raw XML Appendix199 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/PersonNm6MIKE MAHAR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt06679
IRS990EZ/OtherExpensesTotalAmt0182
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT CATHOLIC EDUCATION IN JACKSON COUNTY, OREGON
IRS990EZ/PrintingPublicationsPostageAmt08
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS AND SCHOLARSHIPS FOR ST. MARYS AND SACRED HEART CATHOLIC SCHOOLS
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IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST MARY'S SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1SACRED HEART SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT CATHOLIC EDUCATION IN JACKSON COUNTY, OREGON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STATE TAX 63.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FOREIGN TAX 119.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NET UNREALIZED GAIN OR LOSS ON INVESTMENTS 6679.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0TOM BECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum05419732557
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARY'S ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0237024977
ReturnHeader/Filer/PhoneNum05419732557
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ReturnHeader/Filer/USAddress/CityNm0MEDFORD
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ReturnHeader/FilingSecurityInformation/IPTm009:27:39
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01175 E Main Street Ste 2A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Medford
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097504
ReturnHeader/PreparerPersonGrp/PhoneNum05417796059
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN D BAGLEY CPA
ReturnHeader/ReturnTs02017-05-23T09:27:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings