Civic Intelligence

St Mary'S Foundation C/O Meade Whitaker

990 • Fiscal year 2019 • EIN 27-1077672

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

1st percentile

-396%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

18th percentile

-5.9%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-51%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$3,046,596

Down $190,067 (-5.9%) from 2018

Net Assets

Down

$3,046,596

Down $190,067 (-5.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin1st percentile

Revenue

Down

$130,755

Down $137,981 (-51%) from 2018

Expenses

Down

$649,079

Down $1,942 (-0.3%) from 2018

Net Income

Down

-$518,324

Down $136,039 (-36%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2019

Assets$3,046,596
Liabilities$0
Net Assets$3,046,596
Open 2019 Filing

Operations Trend

Revenue Growth5th 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

2019

Revenue$130,755
Expenses$649,079
Net Income-$518,324
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$847,480
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,236,663$3,046,596▼ $190,067
Investments in Publicly Traded Securities$1,678,410$2,081,876▲ $403,466
Investments Other Securities$1,495,587$930,939▼ $564,648
Savings and Temporary Cash Investments$62,666$33,781▼ $28,885
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,236,663$3,046,596▼ $190,067
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,236,663$3,046,596▼ $190,067
Total Liabilities and Net Assets / Fund Balance$3,236,663$3,046,596▼ $190,067

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$930,939--
Compensation and Service Providers
Top Officer Pay36th 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
$0
Program Service Revenue
$0
Investment Income
$130,755
Other Revenue
$0
Change in Net Assets
$-518,324
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$649,079
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$621,239--$621,239
Fees for Services Management$12,564$12,564-$25,128
Fees for Services Accounting$1,356$1,356-$2,712
Total Functional Expenses$635,159$13,920$0$649,079
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 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
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
2020-11-10
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
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Other changes in net unrealized gain/loss - vestry fund -56,868.”

Raw XML Appendix372 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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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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/ExplanationTxt5OTHER CHANGES IN NET UNREALIZED GAIN/LOSS - VESTRY FUND -56,868.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
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ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,046,596
Liabilities
$0
Net assets
$3,046,596
Revenue
$130,755
Expenses
$649,079
Net income
-$518,324
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
2019Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.13$0.65$0.52
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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