Civic Intelligence

St. Patrick Catholic Education Endowment Trust Fund

990EZ • Fiscal year 2023 • EIN 23-7377860

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 14, 2024

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

95th percentile

73%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

54th percentile

2.8%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

7725%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$127,749

Up $3,499 (+2.8%) from 2022

Net Assets

Up

$127,749

Up $3,499 (+2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Up

$4,773

Up $4,712 (+7725%) from 2022

Expenses

Down

$1,274

Down $3,750 (-75%) from 2022

Net Income

Up

$3,499

Up $8,462 (+171%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2023

Assets$127,749
Liabilities$0
Net Assets$127,749
Open 2023 Filing

Operations Trend

Revenue Growth100th 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

2023

Revenue$4,773
Expenses$1,274
Net Income$3,499
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 14, 2024
Return Version
2023v4.0
Gross Receipts
$4,773
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$1,250$1,250
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
2024-02-14
Raw XML Appendix181 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/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum07342436179
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monroe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048162
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0124250
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0127749
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01250
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt04773
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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/GrantsAndAllocationsAmt01250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01250
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01274
IRS990EZ/TotalProgramServiceExpensesAmt01250
IRS990EZ/TotalRevenueAmt04773
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherDesc0Supporting Organization
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
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 communication. It is through these means that the supported organization's needs are ascertained. These 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/EIN0530196617
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01250
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0St Patrick Catholic School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt01250
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Wickenheiser
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07342436179
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-14
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/ReturnTs02024-02-14T13:53:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Paul
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wickenheiser
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$127,749
Liabilities
$0
Net assets
$127,749
Revenue
$4,773
Expenses
$1,274
Net income
$3,499
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