Civic Intelligence

Saint Francis Educational Endowment Trust

990PF • Fiscal year 2012 • EIN 25-1422246

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

212 South Front St16830
Siviq Scores

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

Liabilities / Assets

59th percentile

0.05x

Higher debt load relative to assets than 59% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

41st percentile

-1.1%

Faster asset growth than 41% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$588,150

Down $6,646 (-1.1%) from 2011

Net Assets

Down

$557,015

Down $9,735 (-1.7%) from 2011

Liabilities

Up

$31,135

Up $3,089 (+11%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$38,731

Up $5,109 (+15%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $594,796Liabilities 2011: $28,046Net Assets 2011: $566,7502011Assets 2012: $588,150Liabilities 2012: $31,135Net Assets 2012: $557,0152012Assets 2013: $649,413Liabilities 2013: $35,120Net Assets 2013: $614,2932013Assets 2014: $624,274Liabilities 2014: $32,376Net Assets 2014: $591,8982014Assets 2015: $955,565Liabilities 2015: $35,172Net Assets 2015: $920,3932015Assets 2016: $964,349Liabilities 2016: $41,583Net Assets 2016: $922,7662016Assets 2017: $997,811Liabilities 2017: $50,242Net Assets 2017: $947,5692017Assets 2018: $1,004,917Liabilities 2018: $53,816Net Assets 2018: $951,1012018Assets 2019: $951,383Liabilities 2019: $51,914Net Assets 2019: $899,4692019Assets 2020: $918,120Liabilities 2020: $50,194Net Assets 2020: $867,9262020Assets 2021: $961,347Liabilities 2021: $50,000Net Assets 2021: $911,3472021Assets 2022: $981,565Liabilities 2022: $43,003Net Assets 2022: $938,5622022Assets 2023: $999,432Liabilities 2023: $41,501Net Assets 2023: $957,9312023Assets 2024: $1,019,327Liabilities 2024: $81,515Net Assets 2024: $937,8122024

Highlighted filing

2012

Assets$588,150
Liabilities$31,135
Net Assets$557,015

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $33,6222011Expenses 2012: $38,7312012Revenue 2013: $99,595Expenses 2013: $42,317Net Income 2013: $57,2782013Revenue 2014: $45,601Expenses 2014: $67,996Net Income 2014: -$22,3952014Revenue 2015: $371,670Expenses 2015: $43,175Net Income 2015: $328,4952015Revenue 2016: $54,176Expenses 2016: $51,803Net Income 2016: $2,3732016Revenue 2017: $85,896Expenses 2017: $61,093Net Income 2017: $24,8032017Revenue 2018: $120,055Expenses 2018: $116,523Net Income 2018: $3,5322018Revenue 2019: $10,092Expenses 2019: $61,724Net Income 2019: -$51,6322019Revenue 2020: $28,059Expenses 2020: $59,602Net Income 2020: -$31,5432020Revenue 2021: $104,894Expenses 2021: $61,473Net Income 2021: $43,4212021Revenue 2022: $81,068Expenses 2022: $53,853Net Income 2022: $27,2152022Revenue 2023: $72,137Expenses 2023: $52,768Net Income 2023: $19,3692023Revenue 2024: $51,833Expenses 2024: $71,952Net Income 2024: -$20,1192024

Highlighted filing

2012

Revenue-
Expenses$38,731
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA FORCEYTrustee-$0--
FRANK STURNIOLOTrustee-$0--
CARL A BELIN JRTrustee-$0--
TIMOTHY GREENLANDTrustee-$0--
ALFRED P PALLOTrustee-$0--
WILLIAM SHINERTrustee-$0--
MSGR H DESMOND MCGEETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-ASSIST W/ EDU-CATIONAL EXPENSESNONECLEARFIELD, PA, US$32,170
Filing and Contact Details

Filer

EIN
25-1422246
Raw XML Appendix307 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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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0LISA FORCEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1FRANK STURNIOLO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CARL A BELIN JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3TIMOTHY GREENLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4ALFRED P PALLO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5WILLIAM SHINER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6MSGR H DESMOND MCGEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Trustee
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10521 DAISY ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1124 DAIRY LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1215 NORTH FRONT ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13724 SOUTH SECOND ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14318 PARK AVENUE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine16212 SOUTH SECOND ST
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0THE ST. FRANCIS EDUCATIONAL ENDOWMENT FUND PLACES ALL MONEY RECEIVED FROM CONTRIBUTIONS INTO INTEREST BEARING BANK ACCOUNTS AND STOCKS. A YEARLY DISTRIBUTION IS MADE TO THE ST. FRANCIS SCHOOL TO HELP WITH EXPENSES AND SCHOLARSHIPS. ANY INTEREST AND DIVIDENDS EARNED HELPS THE FUND TO CARRY ON ITS EXEMPT PURPOSE BY ENSURING THAT IF CONTRIBUTIONS ARE LOW FOR ANY YEAR A DISTRIBUTION WILL STILL BE ABLE TO BE MADE, THUS ENSURING THE CONTINUED SUCCESS OF ST. FRANCIS SCHOOL.
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear030741
IRS990PF/UndistributedIncome/AppliedToYear101370
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted030741
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear059
IRS990PF/UndistributedIncome/ExcessFromCurrentYear059
IRS990PF/UndistributedIncome/QualifyingDistributions032170
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus059
IRS990PF/UndistributedIncome/TotalCorpus059
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear01370
OtherExpensesSchedule/OtherExpenses/Description0Advertising
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome015
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks015
OtherIncomeSchedule2/OtherIncome/Description0Other Investment Income
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0158
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount05659
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome05659
TaxesSchedule/Taxes/Amount0335
TaxesSchedule/Taxes/Category0EXCISE TAX
TaxesSchedule/Taxes/NetInvestmentIncome0335
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0251422246
ReturnHeader/Filer/Name/BusinessNameLine10SAINT FRANCIS EDUCATIONAL ENDOWMENT
ReturnHeader/Filer/Name/BusinessNameLine20TRUST
ReturnHeader/Filer/NameControl0SAIN
ReturnHeader/Filer/Phone08147659761
ReturnHeader/Filer/USAddress/AddressLine10212 SOUTH FRONT ST
ReturnHeader/Filer/USAddress/City0CLEARFIELD
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode016830
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-13
ReturnHeader/Officer/Name0MSGR H DESMOND MCGEE
ReturnHeader/Officer/Title0Director
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Catalano Case Catalano Fannin
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine109 North Front Street
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Clearfield
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode016830
ReturnHeader/Preparer/Name0TIMOTHY B FANNIN CPA
ReturnHeader/Preparer/Phone08147651624
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-13T11:11:44-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.08$0.94$0.05$0.07$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.04$0.96$0.07$0.05$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.04$0.94$0.08$0.05$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.05$0.91$0.10$0.06$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.05$0.87$0.03$0.06$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.05$0.90$0.01$0.06$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.05$0.95$0.12$0.12$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.05$0.95$0.09$0.06$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.04$0.92$0.05$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.04$0.92$0.37$0.04$0.33
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.03$0.59$0.05$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.65$0.04$0.61$0.10$0.04$0.06
2012Detailed filing. Detailed filing data is available for this year.$0.59$0.03$0.56$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.59$0.03$0.57$0.03