Civic Intelligence

St Mary'S Endowment Fund

990EZ • Fiscal year 2017 • EIN 23-7024977

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization ProfileN/A
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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

45%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$446,597

Up $41,096 (+10%) from 2016

Net Assets

Up

$446,597

Up $41,096 (+10%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$37,467

Up $11,656 (+45%) from 2016

Expenses

Up

$20,278

Up $17,870 (+742%) from 2016

Net Income

Down

$17,189

Down $6,214 (-27%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2017

Assets$446,597
Liabilities-
Net Assets$446,597
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

2017

Revenue$37,467
Expenses$20,278
Net Income$17,189
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Gross Receipts
$56,083
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-$18,000
Compensation and Service Providers
Top Officer Pay76th percentile

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
2018-05-08
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 10

“Support of catholic education in jackson county, oregon; education; st. Mary's high school: 816 blac”

Form 990EZ, Part I, Line 10

“Support of catholic education in jackson county, oregon; education; sacred heart catholic school: 43”

Form 990EZ, Part I, Line 16

“STATE TAX 91.”

Form 990EZ, Part I, Line 16

“FOREIGN TAX 142.”

Form 990EZ, Part I, Line 20

“Net unrealized gain or loss on investments 23907.”

Raw XML Appendix208 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.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM BECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DANIEL KOSMATKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DOUGLAS PICKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DR RICHARD SCHAEFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN BATZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MIKE NAUMES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MIKE MAHAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAMES SERVOSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAVID CLEMENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
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/OtherChangesInNetAssetsAmt023907
IRS990EZ/OtherExpensesTotalAmt0233
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT CATHOLIC EDUCATION IN JACKSON COUNTY, OREGON
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS AND SCHOLARSHIPS FOR ST. MARYS AND SACRED HEART CATHOLIC SCHOOLS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt024535
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020278
IRS990EZ/TotalProgramServiceExpensesAmt018000
IRS990EZ/TotalRevenueAmt037467
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0930514209
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1931297315
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt07900
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt110100
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST MARY'S SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1SACRED HEART SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt018000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SUPPORT CATHOLIC EDUCATION IN JACKSON COUNTY, OREGON
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPORT OF CATHOLIC EDUCATION IN JACKSON COUNTY, OREGON; EDUCATION; ST. MARY'S HIGH SCHOOL: 816 BLAC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPORT OF CATHOLIC EDUCATION IN JACKSON COUNTY, OREGON; EDUCATION; SACRED HEART CATHOLIC SCHOOL: 43
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3STATE TAX 91.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FOREIGN TAX 142.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NET UNREALIZED GAIN OR LOSS ON INVESTMENTS 23907.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM BECKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum05419732557
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARY'S ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0237024977
ReturnHeader/Filer/PhoneNum05419732557
ReturnHeader/Filer/USAddress/AddressLine1Txt01175 E MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0MEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097504
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0791DF058922BF0FCCCA6E6C424BC4BAA80E48BFA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0791DF058922BF0FCCCA6E6C424BC4BAA80E48BFA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.118.51.202
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm010:07:31
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bagley Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01175 E Main Street Ste 2A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Medford
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097504
ReturnHeader/PreparerPersonGrp/PhoneNum05417796059
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN D BAGLEY CPA
ReturnHeader/ReturnTs02018-05-15T10:07:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$446,597
Liabilities
-
Net assets
$446,597
Revenue
$37,467
Expenses
$20,278
Net income
$17,189
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.21$0.04$0.17
2023Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.53$0.04$0.49
2022Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.41$1.28$0.87
2021Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.76$0.17$0.58
2020Detailed filing. Detailed filing data is available for this year.$4.62$4.62$0.21$0.50$0.29
2019Detailed filing. Detailed filing data is available for this year.$4.82$4.82$0.27$0.10$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.06$4.06$0.58$0.13$0.45
2017Detailed filing. Detailed filing data is available for this year.$4.47$4.47$0.37$0.20$0.17
2016Detailed filing. Detailed filing data is available for this year.$4.06$4.06$0.26$0.02$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.75$3.75$0.33$0.15$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.94$0.00$6.94$0.14