Civic Intelligence

St Michael'S Endowment Trust Fund

990 • Fiscal year 2013 • EIN 31-1603979

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 24, 2016

2499 N Westmoreland Drive32804

(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.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

99th percentile

$120,097

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 423.2% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

$471,245

No earlier filing loaded for comparison.

Net Assets

$471,245

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$28,381

No earlier filing loaded for comparison.

Expenses

$18,298

No earlier filing loaded for comparison.

Net Income

$10,083

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.

$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

2013

Assets$471,245
Liabilities$0
Net Assets$471,245

Operations Trend

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

2013

Revenue$28,381
Expenses$18,298
Net Income$10,083
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 24, 2016
Return Version
2013v4.0
Gross Receipts
$207,629
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$424,868$451,784▲ $26,916
Savings and Temporary Cash Investments$9,340$19,461▲ $10,121
Total Assets$434,208$471,245▲ $37,037
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$434,208$471,245▲ $37,037
Total Net Assets Fund Balance$434,208$471,245▲ $37,037
Total Liabilities and Net Assets / Fund Balance$434,208$471,245▲ $37,037

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2009$337,129$17,827▲ $41,173$13,613$382,516
Compensation and Service Providers

Employees

NameTitleOtherTotal
Fr Roger HamiltonMember$120,097$120,097

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$28,381
Other Revenue
$0
Change in Net Assets
$10,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,298
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
Payments to Affiliates$9,394--$9,394
Fees for Service Investment Mgmnt Fees-$8,904-$8,904
Total Functional Expenses$9,394$8,904$0$18,298
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

EIN
31-1603979
Phone
4078438448

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

Preparer
Thomas R Tschopp
Phone
4078752760
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Current year realized gains recognized in unrealized gains -15,032.

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 Appendix362 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPORT TO ST. MICHAEL'S EPISCOPAL CHURCH.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10JOAN MYERS CONTROLLER
IRS990/BooksInCareOfDetail/PhoneNum04078438448
IRS990/BooksInCareOfDetail/USAddress/AddressLine102499 N WESTMORELAND DRIVE
IRS990/BooksInCareOfDetail/USAddress/City0ORLANDO
IRS990/BooksInCareOfDetail/USAddress/State0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode032804
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt028381
IRS990/CYOtherExpensesAmt018298
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt010083
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt018298
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt028381
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE ST. MICHAEL'S ENDOWMENT TRUST FUND WAS FORMED FOR THE SOLE PURPOSE OF RECEIVING, MANAGING AND INVESTING FUNDS SOLELY FOR THE BENEFIT OF ST. MICHAEL'S EPISCOPAL CHURCH, INC. (A NOT FOR PROFIT ORGANIZATION). IN ACCORDANCE WITH THE POLICY ESTABLISHED BY THE VESTRY OF THE CHURCH, DONATIONS TO THE TRUST FUND ARE TO BE MANAGED BY THE PLANNED GIVING COMMITTEE. THE TRUST FUND IS REQUIRED TO DISBURSE THE NET INCOME IN ANNUAL INSTALLMENTS TO ST. MICHAEL'S EPISOCPAL CHURCH, INC. THE FUNDS ARE TO BE USED BY THE CHURCH IN THE FOLLOWING MANNER: ONE-FOURTH TO BE USED FOR SCHOLARSHIPS OR GRANTS TO MEMBERS OF THE CHURCH FOR THE PURPOSE OF ATTENDING SEMINARY, CHURCH-RELATED CAMPING OR LEADERSHIP CONFERENCES, OR SUCH OTHER TRAINING WHICH WOULD ENABLE MEMBERS OF THE CONGREGATION TO GROW IN CHRISTIAN FAITH AND SERVICE TO GOD'S PEOPLE. ONE-FOURTH TO BE USED FOR CAPITAL IMPROVEMENTS TO REAL PROPERTY OWNED BY THE CHURCH. DISTRIBTUTIONS FOR CAPITAL IMPROVEMENTS SHALL NOT BE UTILIZED TO FUND A PORTION OF A FUND-RAISING PROGRAM TO BUILD ANY BUILDINGS OCCUPIED OR TO BE OCCUPIED BY THE CHURCH OR TO PAY PRINCIPAL AND INTEREST FOR ANY DEBT OWED BY THE CHURCH. ONE-FOURTH TO BE FOR OUTREACH COMMUNITY, INCLUDING, BUT NOT LIMITED TO, SOCIAL SERVICE AGENCIES TO WHICH THIS PARISH RELATES, OR TO SPECIAL PROGRAMS DESIGNED FOR THOSE PERSONS IN THE ORLANDO AREA WHO ARE IN SPIRITUAL AND/OR ECONOMIC NEED. ONE-FOURTH TO BE USED FOR PROJECTS OR THE DIOCESES OF CENTRAL FLORIDA, THE DIOCESE OF HONDURAS, THE DOMESTIC AND FOREIGN MISSIONARY SOCIETY, SCHOOLS, COLLEGES AND SEMINARIES, RETIREMENT FACILITIES, AND OTHER SPECIAL MINISTRIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt09394
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08904
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08904
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt114125
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS COOK
IRS990/Form990PartVIISectionAGrp/PersonNm1FR ROGER HAMILTON
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHY CARDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm3REX VANBURT MCPHERSON III
IRS990/Form990PartVIISectionAGrp/PersonNm4PAUL DEMETREE
IRS990/Form990PartVIISectionAGrp/PersonNm5LOOMIS C LEEDY III
IRS990/Form990PartVIISectionAGrp/PersonNm6SHERRY BREMER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1105972
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt020847
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0200095
IRS990/GrossReceiptsAmt0207629
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt07534
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07534
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0424868
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0451784
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0179248
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SUPPORT TO ST. MICHAEL'S EPISCOPAL CHURCH, INC. (A NOT-FOR-PROFIT ORGANIZATION) FROM INVESTMENT INCOME FROM INVESTED FUNDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0434208
IRS990/NetAssetsOrFundBalancesEOYAmt0471245
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt020847
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020847
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt041986
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-15032
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt09394
IRS990/PaymentsToAffiliatesGrp/TotalAmt09394
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THOMAS COOK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015827
IRS990/PYOtherExpensesAmt018334
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-2507
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt018334
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015827
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt010083
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09340
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019461
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0590782458
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)(3) - LINE 7
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt09394
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ST MICHAEL'S EPISCOPAL CHURCH INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt09394
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt08904
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0434208
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0471245
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt055335
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt09394
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08477
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0408305
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0434208
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt044237
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt09857
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01513
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0403938
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt028422
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0408305
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-15354
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt07188
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0382516
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt09282
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0403938
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034207
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt022067
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0337129
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt017827
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0382516
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041173
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt013613
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 GAINS -15,032.
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/BusinessNameLine10ST 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/AddressLine102499 N WESTMORELAND DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0ORLANDO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode032804
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/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0434208
IRS990/TotalAssetsEOYAmt0471245
IRS990/TotalAssetsGrp/BOYAmt0434208
IRS990/TotalAssetsGrp/EOYAmt0471245
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08904
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09394
IRS990/TotalFunctionalExpensesGrp/TotalAmt018298
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0434208
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0471245
IRS990/TotalOtherCompensationAmt014125
IRS990/TotalProgramServiceExpensesAmt09394
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt028381
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt028381
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0434208
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0471245
IRS990/TotReportableCompRltdOrgAmt0105972
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0434208
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0471245
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102499 N WESTMORELAND DRIVE
IRS990/USAddress/City0ORLANDO
IRS990/USAddress/State0FL
IRS990/USAddress/ZIPCode032804
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/BusinessNameLine10ST MICHAEL'S ENDOWMENT TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0STMI
ReturnHeader/Filer/EIN0311603979
ReturnHeader/Filer/PhoneNum04078438448
ReturnHeader/Filer/USAddress/AddressLine102499 N WESTMORELAND DRIVE
ReturnHeader/Filer/USAddress/City0ORLANDO
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032804
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261472386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SCHAFER TSCHOPP WHITCOMB ET AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10541 S ORLANDO AVENUE SUITE 312
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MAITLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode032751
ReturnHeader/PreparerPersonGrp/PhoneNum04078752760
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS R TSCHOPP
ReturnHeader/ReturnTs02016-08-24T13:17:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings