Civic Intelligence

St. Patrick Catholic Education Endowment Trust Fund

990EZ • Fiscal year 2024 • EIN 23-7377860

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 24, 2025

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

4.6%

Faster asset growth than 56% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

24%

Faster revenue growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$133,646

Up $5,897 (+4.6%) from 2023

Net Assets

Up

$133,646

Up $5,897 (+4.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin99th percentile

Revenue

Up

$5,899

Up $1,126 (+24%) from 2023

Expenses

Down

$2

Down $1,272 (-100%) from 2023

Net Income

Up

$5,897

Up $2,398 (+69%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2024

Assets$133,646
Liabilities$0
Net Assets$133,646
Open 2024 Filing

Operations Trend

Revenue Growth71st 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

2024

Revenue$5,899
Expenses$2
Net Income$5,897
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 24, 2025
Return Version
2024v5.0
Gross Receipts
$5,899
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$0$2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul WickenheiserPresident-$0--
Robert LangeSecretary-Treasurer-$0--
Brian O RourkeTrustee-$0--
David WersteinTrustee-$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
2025-02-24
Raw XML Appendix169 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/PersonNm1Robert Lange
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3David Werstein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Financial support of St. Patrick School
IRS990EZ/PrintingPublicationsPostageAmt02
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/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MI
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
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IRS990EZ/TotalRevenueAmt05899
IRS990EZ/TransactionWithControlEntInd00
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IRS990EZ/TypeOfOrganizationOtherDesc0Supporting Organization
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The supporting 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 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
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0St Patrick Catholic School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleA/SupportSumAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul Wickenheiser
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07342436179
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-24
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/ReturnTs02025-02-24T15:21:06-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,646
Liabilities
$0
Net assets
$133,646
Revenue
$5,899
Expenses
$2
Net income
$5,897
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