Civic Intelligence

St Mary'S Endowment Fund

990 • Fiscal year 2021 • EIN 23-7024977

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 22, 2022

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

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

55th percentile

13%

Faster asset growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

265%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$520,003

Up $58,449 (+13%) from 2020

Net Assets

Up

$520,003

Up $58,449 (+13%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin95th percentile

Revenue

Up

$75,864

Up $55,065 (+265%) from 2020

Expenses

Down

$17,415

Down $32,120 (-65%) from 2020

Net Income

Up

$58,449

Up $87,185 (+303%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2021

Assets$520,003
Liabilities$0
Net Assets$520,003
Open 2021 Filing

Operations Trend

Revenue Growth95th 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

2021

Revenue$75,864
Expenses$17,415
Net Income$58,449
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 22, 2022
Return Version
2021v4.1
Gross Receipts
$91,534
Mission and Program Overview

Mission

Support catholic education in jackson county, oregon

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$461,554$520,003▲ $58,449
Rtn Earn Endowment Incm Other Fnds$461,554$520,003▲ $58,449
Total Assets$461,554$520,003▲ $58,449
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$461,554$520,003▲ $58,449
Total Liabilities and Net Assets / Fund Balance$461,554$520,003▲ $58,449

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$520,003--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Tom BeckerPresident
Douglas PickelDirector
Dr Richard SchaeferDirector
James ServossDirector
John BatzerDirector
Mike MaharDirector
Mike NaumesDirector
Daniel KosmatkaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$75,638
Other Revenue
$226
Change in Net Assets
$58,449
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,492
Other Expenses$3,923
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,492--$13,492
Fees for Service Investment Mgmnt Fees$0$2,920$0$2,920
Fees for Services Accounting$0$750$0$750
Other Expenses$187$0$0$187
Total Functional Expenses$13,745$3,670$0$17,415
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$226
Professional Fundraising Fees$0
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
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
2022-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Becker
Formed
1970
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

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 VI, Line 11B

“The president & treasurer review the form 990.”

Pt VI, Line 19

“Upon request a copy of the documents would be made available to the public.”

Raw XML Appendix352 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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ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$520,003
Liabilities
$0
Net assets
$520,003
Revenue
$75,864
Expenses
$17,415
Net income
$58,449
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