Civic Intelligence

St Mary'S Foundation C/O Meade Whitaker

990 • Fiscal year 2018 • EIN 27-1077672

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 24, 2019

Organization ProfileNONE
1819 Fifth Ave NBirmingham, AL 35203

(205) 521-8261

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

2nd percentile

-142%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

7th percentile

-18%

Faster asset growth than 7% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

147%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$3,236,663

Down $695,517 (-18%) from 2017

Net Assets

Down

$3,236,663

Down $695,517 (-18%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin2nd percentile

Revenue

Up

$268,736

Up $160,080 (+147%) from 2017

Expenses

Up

$651,021

Up $505,234 (+347%) from 2017

Net Income

Down

-$382,285

Down $345,154 (-930%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $2,582,787Liabilities 2012: $0Net Assets 2012: $2,582,7872012Assets 2013: $3,419,380Liabilities 2013: $0Net Assets 2013: $3,419,3802013Assets 2014: $3,403,785Liabilities 2014: $0Net Assets 2014: $3,403,7852014Assets 2015: $3,337,176Liabilities 2015: $0Net Assets 2015: $3,337,1762015Assets 2016: $3,730,386Liabilities 2016: $0Net Assets 2016: $3,730,3862016Assets 2017: $3,932,180Liabilities 2017: $0Net Assets 2017: $3,932,1802017Assets 2018: $3,236,663Liabilities 2018: $0Net Assets 2018: $3,236,6632018Assets 2019: $3,046,596Liabilities 2019: $0Net Assets 2019: $3,046,5962019Assets 2020: $3,438,090Liabilities 2020: $0Net Assets 2020: $3,438,0902020Assets 2021: $3,812,130Liabilities 2021: $0Net Assets 2021: $3,812,1302021Assets 2022: $3,443,543Liabilities 2022: $0Net Assets 2022: $3,443,5432022Assets 2024: $4,599,664Liabilities 2024: $0Net Assets 2024: $4,599,6642024

Highlighted filing

2018

Assets$3,236,663
Liabilities$0
Net Assets$3,236,663
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2012: $86,4402012Revenue 2013: $769,599Expenses 2013: $103,115Net Income 2013: $666,4842013Revenue 2014: $77,448Expenses 2014: $94,482Net Income 2014: -$17,0342014Revenue 2015: $244,698Expenses 2015: $128,862Net Income 2015: $115,8362015Revenue 2016: $326,291Expenses 2016: $134,425Net Income 2016: $191,8662016Revenue 2017: $108,656Expenses 2017: $145,787Net Income 2017: -$37,1312017Revenue 2018: $268,736Expenses 2018: $651,021Net Income 2018: -$382,2852018Revenue 2019: $130,755Expenses 2019: $649,079Net Income 2019: -$518,3242019Revenue 2020: $670,751Expenses 2020: $420,468Net Income 2020: $250,2832020Revenue 2021: $435,920Expenses 2021: $120,468Net Income 2021: $315,4522021Revenue 2022: $360,425Expenses 2022: $125,896Net Income 2022: $234,5292022Revenue 2024: $363,996Expenses 2024: $125,735Net Income 2024: $238,2612024

Highlighted filing

2018

Revenue$268,736
Expenses$651,021
Net Income-$382,285
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 24, 2019
Return Version
2018v3.1
Gross Receipts
$368,084
Mission and Program Overview

Mission

To provide financial support for st. Mary's on the highlands episcopal church located in birmingham, alabama and its successors.

To provide financial support for st. Mary's on the highlands episcopal church located in birmingham, alabama and its successors

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,932,180$3,236,663▼ $695,517
Investments in Publicly Traded Securities$1,845,497$1,678,410▼ $167,087
Investments Other Securities$1,854,376$1,495,587▼ $358,789
Savings and Temporary Cash Investments$232,307$62,666▼ $169,641
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,932,180$3,236,663▼ $695,517
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,932,180$3,236,663▼ $695,517
Total Liabilities and Net Assets / Fund Balance$3,932,180$3,236,663▼ $695,517

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,495,587--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Edward S AllenDirector
John R Baker JrDirector
Meade Whitaker JrDirector
Nancy G WhitsonDirector
William a TerryDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$26,938
Program Service Revenue
$0
Investment Income
$241,798
Other Revenue
$0
Change in Net Assets
$-382,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$651,021
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$618,089--$618,089
Fees for Service Investment Mgmnt Fees$16,466$16,466-$32,932
Total Functional Expenses$634,555$16,466$0$651,021
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Two of the directors are brother and sister-in-law.”

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

“The 990 was provided to meade whitaker, jr., executive director, who reviewed and signed the return on behalf of the foundation.”

Form 990, Part VI, Section B, Line 12C

“The board and committees will regularly meet and as part of these meetings will discuss if there have been changes in the interests of existing members. All new members will be required to determine prior to serving if there is any conflict of interest.”

Form 990, Part VI, Section C, Line 19

“Governing documents are provided upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Edward s. Allen - 2824 pumphouse road, birmingham, al 35243. John r. Baker, jr. - 2700 heathermoor road, birmingham, al 35223. William a. Terry - 3846 forest glen drive, birmingham, al 35213. Meade whitaker, jr. - 4329 old brook trail, birmingham, al 35243. Nancy g. Whitson - 137 lake drive, birmingham, al 35213.”

Filing and Contact Details

Filer

Filer Name
ST MARY'S FOUNDATION
EIN
27-1077672
Phone
2055218261
Address
1819 FIFTH AVE N, BIRMINGHAM, AL 35203

Signing Officer

Name
Meade Whitaker Jr
Title
Director
Phone
2055218261
Signed
2019-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Meade Whitaker Jr
Formed
2009
Legal Domicile
Al
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Cade Crenshaw & Associates Pc
Address
2100 SOUTHBRIDGE PKWY STE 460, BIRMINGHAM, AL 35209
Preparer
Bert Crenshaw CPA
Phone
2058718600
Raw XML Appendix378 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TWO OF THE DIRECTORS ARE BROTHER AND SISTER-IN-LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 WAS PROVIDED TO MEADE WHITAKER, JR., EXECUTIVE DIRECTOR, WHO REVIEWED AND SIGNED THE RETURN ON BEHALF OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD AND COMMITTEES WILL REGULARLY MEET AND AS PART OF THESE MEETINGS WILL DISCUSS IF THERE HAVE BEEN CHANGES IN THE INTERESTS OF EXISTING MEMBERS. ALL NEW MEMBERS WILL BE REQUIRED TO DETERMINE PRIOR TO SERVING IF THERE IS ANY CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EDWARD S. ALLEN - 2824 PUMPHOUSE ROAD, BIRMINGHAM, AL 35243. JOHN R. BAKER, JR. - 2700 HEATHERMOOR ROAD, BIRMINGHAM, AL 35223. WILLIAM A. TERRY - 3846 FOREST GLEN DRIVE, BIRMINGHAM, AL 35213. MEADE WHITAKER, JR. - 4329 OLD BROOK TRAIL, BIRMINGHAM, AL 35243. NANCY G. WHITSON - 137 LAKE DRIVE, BIRMINGHAM, AL 35213.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST MARY'S ON THE HIGHLANDS EPISCOPAL CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630302166
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01910 12TH AVE SOUTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035205
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0MARKET
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ST MARY'S ON THE HIGHLANDS EPISCOPAL CHURCH
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03932180
IRS990/TotalAssetsEOYAmt03236663
IRS990/TotalAssetsGrp/BOYAmt03932180
IRS990/TotalAssetsGrp/EOYAmt03236663
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt026938
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016466
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0634555
IRS990/TotalFunctionalExpensesGrp/TotalAmt0651021
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03932180
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03236663
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0634555
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0241798
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0268736
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03932180
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03236663
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01819 FIFTH AVE N
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035203
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MEADE WHITAKER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02055218261
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARY'S FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MEADE WHITAKER
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0271077672
ReturnHeader/Filer/PhoneNum02055218261
ReturnHeader/Filer/USAddress/AddressLine1Txt01819 FIFTH AVE N
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035203
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05FBD6D8E9C1E2BECC0189C3C9AF979FFEF34613B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AAE3483233D5A3F626CE2B2279BE1303F5BDAB57
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.73.182.150
ReturnHeader/FilingSecurityInformation/IPDt02019-10-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:14:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630936180
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CADE CRENSHAW & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 SOUTHBRIDGE PKWY STE 460
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035209
ReturnHeader/PreparerPersonGrp/PhoneNum02058718600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERT CRENSHAW CPA
ReturnHeader/ReturnTs02019-11-06T08:56:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,236,663
Liabilities
$0
Net assets
$3,236,663
Revenue
$268,736
Expenses
$651,021
Net income
-$382,285
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.60$0.00$4.60$0.36$0.13$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.44$0.00$3.44$0.36$0.13$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$0.00$3.81$0.44$0.12$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.00$3.44$0.67$0.42$0.25
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$0.00$3.05$0.13$0.65$0.52
2018Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.27$0.65$0.38
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.93$0.00$3.93$0.11$0.15$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$0.33$0.13$0.19
2015Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.24$0.13$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.08$0.09$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.77$0.10$0.67
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.00$2.58$0.09