Civic Intelligence

St. Petes Endowment Fund Inc.

990 • Fiscal year 2023 • EIN 26-0441619

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 22, 2024

Organization ProfileN/A
230 Walnut StreetReading, OH 45215

(513) 733-1412

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

54th percentile

6.2%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

2962%

Faster revenue growth than 100% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,102,439

Up $122,002 (+6.2%) from 2022

Net Assets

Up

$2,102,439

Up $122,002 (+6.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin91st percentile

Revenue

Up

$239,732

Up $231,904 (+2962%) from 2022

Expenses

Down

$117,730

Down $232,118 (-66%) from 2022

Net Income

Up

$122,002

Up $464,022 (+136%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2020: $2,155,834Liabilities 2020: $0Net Assets 2020: $2,155,8342020Assets 2021: $2,322,457Liabilities 2021: $0Net Assets 2021: $2,322,4572021Assets 2022: $1,980,437Liabilities 2022: $0Net Assets 2022: $1,980,4372022Assets 2023: $2,102,439Liabilities 2023: $0Net Assets 2023: $2,102,4392023Assets 2024: $2,291,728Liabilities 2024: $0Net Assets 2024: $2,291,7282024

Highlighted filing

2023

Assets$2,102,439
Liabilities$0
Net Assets$2,102,439
Open 2023 Filing

Operations Trend

Revenue Growth100th percentile

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

$400K$200K$0-$200K-$400KRevenue 2020: $112,495Expenses 2020: $24,101Net Income 2020: $88,3942020Revenue 2021: $265,991Expenses 2021: $99,368Net Income 2021: $166,6232021Revenue 2022: $7,828Expenses 2022: $349,848Net Income 2022: -$342,0202022Revenue 2023: $239,732Expenses 2023: $117,730Net Income 2023: $122,0022023Revenue 2024: $216,733Expenses 2024: $27,444Net Income 2024: $189,2892024

Highlighted filing

2023

Revenue$239,732
Expenses$117,730
Net Income$122,002
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 22, 2024
Return Version
2023v5.0
Gross Receipts
$239,732
Mission and Program Overview

Mission

Provide for operational cost, tuition, book fees, other educational materials or other education assistance for the education of students attending sts peter & paul academy in reading, ohio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,922,441$2,044,712▲ $122,271
Savings and Temporary Cash Investments$57,679$57,410▼ $269
Cash and Non-Interest-Bearing Accounts$317$317→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,980,437$2,102,439▲ $122,002
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,980,437$2,102,439▲ $122,002
Total Liabilities and Net Assets / Fund Balance$1,980,437$2,102,439▲ $122,002
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Bonnie RackChair
Sheila LichtenbergVice Chair
Joyce KriznerCo-treasurer
Mary Ann AmyxCo-treasurer
Sandy HarschSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$5,187
Other Revenue
$234,545
Change in Net Assets
$122,002
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$108,000
Other Expenses$9,730
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$108,000--$108,000
Fees for Service Investment Mgmnt Fees$9,010--$9,010
Fees for Services Accounting$500--$500
Other Expenses$20--$20
Total Functional Expenses$117,730$0$0$117,730
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Saints Peter & Paul AcademyReading, OH501(c)3Operational Expenses$89,500
RcacReading, OH501(c)3Operational Expenses$18,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 and all subsequent schedules are presented to the directors for their review and approval prior to submitting to the irs.”

Form 990, Part VI, Section C, Line 19

“Form 990 is available to the public upon request by contacting the directors/officers listed on part vii c/o the organizations' address.”

Filing and Contact Details

Filer

Filer Name
ST PETE'S ENDOWMENT FUND
EIN
26-0441619
Phone
5137331412
Address
230 WALNUT STREET, READING, OH 45215

Signing Officer

Name
Bonnie Rack
Title
Chair
Phone
5137331412
Signed
2024-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bonnie Rack
Formed
2007
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
5

Preparer

Firm
Whitmer & Company Cpas Llp
Address
615 ELSINORE PLACE SUITE 625, CINCINNATI, OH 45202-1427
Preparer
Jan Neumann
Phone
5133818010
Raw XML Appendix323 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/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0615 ELSINORE PLACE SUITE 625
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452021427
ReturnHeader/PreparerPersonGrp/PhoneNum05133818010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAN NEUMANN
ReturnHeader/ReturnTs02024-05-06T08:34:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BONNIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RACK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,102,439
Liabilities
$0
Net assets
$2,102,439
Revenue
$239,732
Expenses
$117,730
Net income
$122,002
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.22$0.03$0.19
2023Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.24$0.12$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.01$0.35$0.34
2021Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.27$0.10$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.11$0.02$0.09