Civic Intelligence

St Michael'S Endowment Trust Fund

990 • Fiscal year 2014 • EIN 31-1603979

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 24, 2016

Organization ProfileWWW.STMICHAELSCHURCH.COM

Refreshing map…

2499 N Westmoreland DriveOrlando, FL 32804

(407) 843-8448

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

98th percentile

$96,431

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 312.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

49th percentile

1.5%

Faster asset growth than 49% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

61st percentile

8.9%

Faster revenue growth than 61% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$478,078

Up $6,833 (+1.4%) from 2013

Net Assets

Up

$478,078

Up $6,833 (+1.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin95th percentile

Revenue

Up

$30,909

Up $2,528 (+8.9%) from 2013

Expenses

Down

$9,584

Down $8,714 (-48%) from 2013

Net Income

Up

$21,325

Up $11,242 (+111%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $471,245Liabilities 2013: $0Net Assets 2013: $471,2452013Assets 2014: $478,078Liabilities 2014: $0Net Assets 2014: $478,0782014Assets 2015: $454,211Liabilities 2015: $0Net Assets 2015: $454,2112015Assets 2017: $553,395Liabilities 2017: $0Net Assets 2017: $553,3952017Assets 2018: $479,109Liabilities 2018: $0Net Assets 2018: $479,1092018Assets 2019: $586,120Liabilities 2019: $0Net Assets 2019: $586,1202019Assets 2020: $664,929Liabilities 2020: $0Net Assets 2020: $664,9292020Assets 2021: $715,104Liabilities 2021: $0Net Assets 2021: $715,1042021Assets 2022: $602,919Liabilities 2022: $0Net Assets 2022: $602,9192022Assets 2024: $2,084,326Liabilities 2024: $0Net Assets 2024: $2,084,3262024

Highlighted filing

2014

Assets$478,078
Liabilities$0
Net Assets$478,078
Open 2014 Filing

Operations Trend

Revenue Growth61st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $28,381Expenses 2013: $18,298Net Income 2013: $10,0832013Revenue 2014: $30,909Expenses 2014: $9,584Net Income 2014: $21,3252014Revenue 2015: $50,300Expenses 2015: $18,165Net Income 2015: $32,1352015Revenue 2017: $21,176Expenses 2017: $35,455Net Income 2017: -$14,2792017Revenue 2018: $32,899Expenses 2018: $66,613Net Income 2018: -$33,7142018Revenue 2019: $59,544Expenses 2019: $1,572Net Income 2019: $57,9722019Revenue 2020: $22,132Expenses 2020: $0Net Income 2020: $22,1322020Revenue 2021: $26,607Expenses 2021: $0Net Income 2021: $26,6072021Revenue 2022: $19,544Expenses 2022: $0Net Income 2022: $19,5442022Revenue 2024: $1,340,910Expenses 2024: $0Net Income 2024: $1,340,9102024

Highlighted filing

2014

Revenue$30,909
Expenses$9,584
Net Income$21,325
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 24, 2016
Return Version
2014v6.0
Gross Receipts
$140,579
Mission and Program Overview

Mission

To provide support to st. Michael's episcopal church, inc. (a not-for-profit organization) from investment income from invested funds.

To provide support to st. Michael's episcopal church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$451,784$465,938▲ $14,154
Cash and Non-Interest-Bearing Accounts$19,461$12,140▼ $7,321
Total Assets$471,245$478,078▲ $6,833
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$471,245$478,078▲ $6,833
Total Net Assets Fund Balance$471,245$478,078▲ $6,833
Total Liabilities and Net Assets / Fund Balance$471,245$478,078▲ $6,833

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$471,245-▲ $16,417$0$478,078
2013$434,208-▲ $55,335$9,394$471,245
2012$408,305-▲ $44,237$9,857$434,208
2011$403,938$28,422▼ $15,354$7,188$408,305
2010$382,516$9,282▲ $34,207$22,067$403,938
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
Fr Roger HamiltonMember$96,431$96,431

Board Members and Trustees

NameTitle
Thomas CookChairperson
Kathy CardwellMember
Loomis C Leedy IiiMember
Paul DemetreeMember
Rex Vanburt Mcpherson IiiMember
Sherry BremerMember
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$30,909
Other Revenue
$0
Change in Net Assets
$21,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,584
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
Fees for Service Investment Mgmnt Fees-$9,584-$9,584
Total Functional Expenses$0$9,584$0$9,584
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 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 11

“A draft of the 990 tax return is sent to the controller of st. Michael's episcopal church who reviews the return. If any changes are necessary, the cpa firm makes the necessary changes and then has a board officer authorize the return for electronic filing to the irs.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
ST MICHAEL'S ENDOWMENT TRUST FUND
EIN
31-1603979
Phone
4078438448
Address
2499 N WESTMORELAND DRIVE, ORLANDO, FL 32804

Signing Officer

Name
Fr Rick Luoni
Title
Member
Phone
4078438448
Signed
2016-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Cook
Formed
1973
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
7

Preparer

Firm
Schafer Tschopp Whitcomb Et Al
Address
541 S ORLANDO AVENUE SUITE 312, MAITLAND, FL 32751
Preparer
Thomas R Tschopp
Phone
4078752760
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Current year realized gains recognized in unrealized losses -8,015.”

Financial Statement Notes

PART V, LINE 4:

“Investment income derived from unrestricted endowment funds required to be disbursed to st. Michael's episcopal church, inc. (a non-profit organization) for purposes described in the organization's program service accomplishments on page 2 of form 990.”

Raw XML Appendix373 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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IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT INCOME DERIVED FROM UNRESTRICTED ENDOWMENT FUNDS REQUIRED TO BE DISBURSED TO ST. MICHAEL'S EPISCOPAL CHURCH, INC. (A NON-PROFIT ORGANIZATION) FOR PURPOSES DESCRIBED IN THE ORGANIZATION'S PROGRAM SERVICE ACCOMPLISHMENTS ON PAGE 2 OF FORM 990.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF THE 990 TAX RETURN IS SENT TO THE CONTROLLER OF ST. MICHAEL'S EPISCOPAL CHURCH WHO REVIEWS THE RETURN. IF ANY CHANGES ARE NECESSARY, THE CPA FIRM MAKES THE NECESSARY CHANGES AND THEN HAS A BOARD OFFICER AUTHORIZE THE RETURN FOR ELECTRONIC FILING TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CURRENT YEAR REALIZED GAINS RECOGNIZED IN UNREALIZED LOSSES -8,015.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST MICHAEL'S EPISCOPAL CHURCH INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0590782458
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02499 N WESTMORELAND DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ORLANDO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd032804
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0471245
IRS990/TotalAssetsEOYAmt0478078
IRS990/TotalAssetsGrp/BOYAmt0471245
IRS990/TotalAssetsGrp/EOYAmt0478078
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09584
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09584
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0471245
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0478078
IRS990/TotalOtherCompensationAmt015373
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt030909
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt030909
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0471245
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0478078
IRS990/TotReportableCompRltdOrgAmt081058
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0471245
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0478078
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02499 N WESTMORELAND DRIVE
IRS990/USAddress/CityNm0ORLANDO
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032804
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.STMICHAELSCHURCH.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FR RICK LUONI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum04078438448
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MICHAEL'S ENDOWMENT TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0STMI
ReturnHeader/Filer/EIN0311603979
ReturnHeader/Filer/PhoneNum04078438448
ReturnHeader/Filer/USAddress/AddressLine1Txt02499 N WESTMORELAND DRIVE
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032804
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261472386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHAFER TSCHOPP WHITCOMB ET AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0541 S ORLANDO AVENUE SUITE 312
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAITLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032751
ReturnHeader/PreparerPersonGrp/PhoneNum04078752760
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS R TSCHOPP
ReturnHeader/ReturnTs02016-08-24T13:16:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$478,078
Liabilities
$0
Net assets
$478,078
Revenue
$30,909
Expenses
$9,584
Net income
$21,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$1.34$0.00$1.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.02$0.00$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.03$0.00$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$0.02$0.00$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.06$0.00$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.03$0.07$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.02$0.04$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.05$0.02$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.03$0.01$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.03$0.02$0.01