Civic Intelligence

St. Patrick Catholic Education Endowment Trust Fund

990EZ • Fiscal year 2022 • EIN 23-7377860

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 02, 2023

Organization Profile
4489 Heiss RoadMonroe, MI 48162

(734) 243-6179

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

1st percentile

-8136%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

40th percentile

-3.8%

Faster asset growth than 40% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-77%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$124,250

Down $4,963 (-3.8%) from 2021

Net Assets

Down

$124,250

Down $4,963 (-3.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Down

$61

Down $203 (-77%) from 2021

Expenses

Up

$5,024

Up $4,004 (+393%) from 2021

Net Income

Down

-$4,963

Down $4,207 (-556%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$150K$100K$50K$0Assets 2021: $129,213Liabilities 2021: $0Net Assets 2021: $129,2132021Assets 2022: $124,250Liabilities 2022: $0Net Assets 2022: $124,2502022Assets 2023: $127,749Liabilities 2023: $0Net Assets 2023: $127,7492023Assets 2024: $133,646Liabilities 2024: $0Net Assets 2024: $133,6462024Assets 2025: $136,654Liabilities 2025: $0Net Assets 2025: $136,6542025

Highlighted filing

2022

Assets$124,250
Liabilities$0
Net Assets$124,250
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

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

$10K$5.0K$0-$5.0KRevenue 2021: $264Expenses 2021: $1,020Net Income 2021: -$7562021Revenue 2022: $61Expenses 2022: $5,024Net Income 2022: -$4,9632022Revenue 2023: $4,773Expenses 2023: $1,274Net Income 2023: $3,4992023Revenue 2024: $5,899Expenses 2024: $2Net Income 2024: $5,8972024Revenue 2025: $5,509Expenses 2025: $2,501Net Income 2025: $3,0082025

Highlighted filing

2022

Revenue$61
Expenses$5,024
Net Income-$4,963
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 2, 2023
Return Version
2022v4.0
Gross Receipts
$61
Mission and Program Overview

Mission

Financial support of St. Patrick School

Program Services

DescriptionGrantsExpenses
The endowment helps defray some of the expenses incurred by the school during the school year. St. Patrick School educates over one hundred students from pre-school through eighth grade and also operates a day care program$5,000$5,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul WickenheiserPresident-$0--
Robert LangeSecretary-Treasurer-$0--
Brian O RourkeTrustee-$0--
David WersteinTrustee-$0--
Elaine EsperTrustee-$0--
Filing and Contact Details

Filer

Filer Name
St Patrick Catholic Education Endowment Trust Fund
EIN
23-7377860
Phone
7342436179
Address
4489 Heiss Road, Monroe, MI 48162

Signing Officer

Name
Paul Wickenheiser
Title
President
Phone
7342436179
Signed
2023-03-02
Raw XML Appendix178 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/BooksInCareOfDetail/USAddress/CityNm0Monroe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048162
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Paul Wickenheiser
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Lange
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Brian O Rourke
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Werstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Elaine Esper
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Financial support of St. Patrick School
IRS990EZ/PrintingPublicationsPostageAmt024
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The endowment helps defray some of the expenses incurred by the school during the school year. St. Patrick School educates over one hundred students from pre-school through eighth grade and also operates a day care program
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05024
IRS990EZ/TotalProgramServiceExpensesAmt05000
IRS990EZ/TotalRevenueAmt061
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Supporting Organization
IRS990EZ/TypeOfOrganizationOtherInd0X
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The organization maintains a close working relationship with the supported organization through multiple face to face meetings and written communications. It is through these means that the supported organizations needs are ascertained Thes needs are then considered for funding by the supporting organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The supported organization is St. Patrick School in Carleton, Michigan. The supporting organization's sole purpose is to help defray operational costs of the school. The principal of the school is consulted regarding the needs of the school and the supporting organization responds to those needs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2St. Patrick School's only activity is Catholic elementary education and the sole mission of the supporting organization is to financially support that activity as needed.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part IV, Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Section E, Line 2a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A, Part IV, Section E, Line 2b
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237377860
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0St Patrick Catholic Education Endowment Trust Fund
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt05000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Wickenheiser
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07342436179
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST PATRICK CATHOLIC EDUCATION ENDOWMENT TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0STPA
ReturnHeader/Filer/EIN0237377860
ReturnHeader/Filer/PhoneNum07342436179
ReturnHeader/Filer/USAddress/AddressLine1Txt04489 Heiss Road
ReturnHeader/Filer/USAddress/CityNm0Monroe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048162
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-03-02T18:24:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,250
Liabilities
$0
Net assets
$124,250
Revenue
$61
Expenses
$5,024
Net income
-$4,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.03$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.06$0.00$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.05$0.01$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.00$0.05$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.00$0.01$0.01