Civic Intelligence

St Charles Preparatory

EIN 31-6332345 • 501(c)3 • Columbus, OH

Profile

To create an endowment fund for the benefit of st. Charles preparatory school in columbus, ohio.

250 East Broad Street 1100Columbus, OH 43215

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

4th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

90th percentile

53%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Revenue Growth

26th percentile

-3.0%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$31,337,173

Up $3,181,317 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$31,337,173

Up $3,181,317 (+11%) from 2023

Operations
Liabilities / Revenue5th percentileNet Margin90th percentile

Revenue

Up

$2,857,602

Up $1,312,070 (+85%) from 2023

Expenses

Up

$1,337,898

Up $67,346 (+5.3%) from 2023

Net Income

Up

$1,519,704

Up $1,244,724 (+453%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $8,351,557Liabilities 2010: $0Net Assets 2010: $8,351,5572010Assets 2011: $8,868,982Liabilities 2011: $0Net Assets 2011: $8,868,9822011Assets 2012: $10,304,150Liabilities 2012: $0Net Assets 2012: $10,304,1502012Assets 2013: $12,239,054Liabilities 2013: $0Net Assets 2013: $12,239,0542013Assets 2014: $12,882,009Liabilities 2014: $0Net Assets 2014: $12,882,0092014Assets 2015: $13,286,834Liabilities 2015: $0Net Assets 2015: $13,286,8342015Assets 2016: $14,920,180Liabilities 2016: $0Net Assets 2016: $14,920,1802016Assets 2017: $18,065,476Liabilities 2017: $0Net Assets 2017: $18,065,4762017Assets 2018: $17,339,172Liabilities 2018: $0Net Assets 2018: $17,339,1722018Assets 2019: $21,176,681Liabilities 2019: $0Net Assets 2019: $21,176,6812019Assets 2020: $23,442,298Liabilities 2020: $0Net Assets 2020: $23,442,2982020Assets 2021: $27,197,198Liabilities 2021: $0Net Assets 2021: $27,197,1982021Assets 2022: $24,707,091Liabilities 2022: $0Net Assets 2022: $24,707,0912022Assets 2023: $28,155,856Liabilities 2023: $0Net Assets 2023: $28,155,8562023Assets 2024: $31,337,173Liabilities 2024: $0Net Assets 2024: $31,337,1732024

Highlighted filing

2024

Assets$31,337,173
Liabilities$0
Net Assets$31,337,173
Open 2024 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $346,0322010Expenses 2011: $398,1912011Expenses 2012: $399,3302012Revenue 2013: $642,923Expenses 2013: $451,206Net Income 2013: $191,7172013Revenue 2014: $1,066,300Expenses 2014: $525,859Net Income 2014: $540,4412014Revenue 2015: $1,352,170Expenses 2015: $535,941Net Income 2015: $816,2292015Revenue 2016: $1,459,884Expenses 2016: $599,369Net Income 2016: $860,5152016Revenue 2017: $1,756,286Expenses 2017: $690,678Net Income 2017: $1,065,6082017Revenue 2018: $1,602,614Expenses 2018: $756,513Net Income 2018: $846,1012018Revenue 2019: $4,650,536Expenses 2019: $844,724Net Income 2019: $3,805,8122019Revenue 2020: $736,859Expenses 2020: $906,056Net Income 2020: -$169,1972020Revenue 2021: $2,619,034Expenses 2021: $1,020,846Net Income 2021: $1,598,1882021Revenue 2022: $3,036,964Expenses 2022: $1,102,811Net Income 2022: $1,934,1532022Revenue 2023: $1,545,532Expenses 2023: $1,270,552Net Income 2023: $274,9802023Revenue 2024: $2,857,602Expenses 2024: $1,337,898Net Income 2024: $1,519,7042024

Highlighted filing

2024

Revenue$2,857,602
Expenses$1,337,898
Net Income$1,519,704
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,337,173
Liabilities
$0
Net assets
$31,337,173
Revenue
$2,857,602
Expenses
$1,337,898
Net income
$1,519,704
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$2.86$1.34$1.52
2023Detailed filing. Detailed filing data is available for this year.$28.2$0.00$28.2$1.55$1.27$0.27
2022Detailed filing. Detailed filing data is available for this year.$24.7$0.00$24.7$3.04$1.10$1.93
2021Detailed filing. Detailed filing data is available for this year.$27.2$0.00$27.2$2.62$1.02$1.60
2020Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$0.74$0.91$0.17
2019Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$4.65$0.84$3.81
2018Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$1.60$0.76$0.85
2017Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$1.76$0.69$1.07
2016Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$1.46$0.60$0.86
2015Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$1.35$0.54$0.82
2014Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$1.07$0.53$0.54
2013Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.64$0.45$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.00$10.3$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.87$0.00$8.87$0.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.35$0.00$8.35$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$10,848,923
Mission and Program Overview

Mission

To create an endowment fund for the benefit of st. Charles preparatory school in columbus, ohio.

To create an endowment fund for the benefit of st. Charles preparatory school in columbus, ohio

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$28,155,856$31,337,173▲ $3,181,317
Investments in Publicly Traded Securities$27,421,381$30,406,942▲ $2,985,561
Savings and Temporary Cash Investments$734,475$930,231▲ $195,756
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$28,155,856$31,337,173▲ $3,181,317
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$28,155,856$31,337,173▲ $3,181,317
Total Liabilities and Net Assets / Fund Balance$28,155,856$31,337,173▲ $3,181,317
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Timothy M KelleyChairman
John a GroeberTrustee
Leif MahlerTrustee
Paul C MahlerTrustee
Paul HellerTrustee
Press SouthworthTrustee
Robert HornerTrustee
Thomas a RyanTrustee
Tom SchindlerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$743,277
Program Service Revenue
$0
Investment Income
$2,114,325
Other Revenue
$0
All Other Contributions
$743,277
Change in Net Assets
$1,519,704
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,255,776
Other Expenses$82,122
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,255,776--$1,255,776
Fees for Service Investment Mgmnt Fees-$51,922-$51,922
Fees for Services Other-$30,000-$30,000
Other Expenses-$200-$200
Total Functional Expenses$1,255,776$82,122$0$1,337,898
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Saint Charles Preparatory SchoolColumbus, OH170(b)(1)(a)(ii)Provide Scholarship Aid to Selected Students and Aid Directly to the School in Direct Subsidies Which Were Approved by the Trustees, as Selected by a Committee of School Faculty. Funding for Teacher Recruitment and Retention, Improvements to Technology and Building Expansion.$1,255,776
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

“Trustee who is an attorney does legal work for another trustee.”

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

“Copy provided to trustee via email and follow up telephone conference with trustee on return.”

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

“Biannual meetings of trustees address fund operations, the involvement of any trustee and whether a conflict arises. No trustee has had a conflict during the tax year.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
St Charles Preparatory
EIN
31-6332345
Phone
6142285775
Address
250 EAST BROAD STREET 1100, COLUMBUS, OH 43215

Signing Officer

Name
Timothy M Kelley
Title
Chairman
Phone
6142285775
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy M Kelley
Formed
1988
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
KAGAY & SCHELLHAAS CPA'S LLC
Address
141 EAST TOWN STREET SUITE 300, COLUMBUS, OH 43215
Preparer
Jeffrey C Schellhaas
Phone
6142284370
Raw XML Appendix397 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 CREATE AN ENDOWMENT FUND FOR THE BENEFIT OF ST. CHARLES PREPARATORY SCHOOL IN COLUMBUS, OHIO
IRS990/AllOtherContributionsAmt0743277
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIMOTHY M KELLEY
IRS990/BooksInCareOfDetail/PhoneNum06142285775
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0250 EAST BROAD STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043215
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0743277
IRS990/CYGrantsAndSimilarPaidAmt01255776
IRS990/CYInvestmentIncomeAmt02114325
IRS990/CYOtherExpensesAmt082122
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01519704
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01337898
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02857602
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDE SCHOLARSHIP AID TO SELECTED STUDENTS AND AID DIRECTLY TO THE SCHOOL IN DIRECT SUBSIDIES WHICH WERE APPROVED BY THE TRUSTEES, AS SELECTED BY A COMMITTEE OF SCHOOL FACULTY. FUNDING FOR TEACHER RECRUITMENT AND RETENTION, IMPROVEMENTS TO TECHNOLOGY AND BUILDING EXPANSION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01255776
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt030000
IRS990/FeesForServicesOtherGrp/TotalAmt030000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt051922
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt051922
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0TIMOTHY M KELLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS A RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN A GROEBER
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL C MAHLER
IRS990/Form990PartVIISectionAGrp/PersonNm4PRESS SOUTHWORTH
IRS990/Form990PartVIISectionAGrp/PersonNm5PAUL HELLER
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT HORNER
IRS990/Form990PartVIISectionAGrp/PersonNm7TOM SCHINDLER
IRS990/Form990PartVIISectionAGrp/PersonNm8LEIF MAHLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01418370
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt01255776
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01255776
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01255776
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09409691
IRS990/GrossReceiptsAmt010848923
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0695955
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0695955
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt027421381
IRS990/InvestmentsPubTradedSecGrp/EOYAmt030406942
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07991321
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CREATE AN ENDOWMENT FUND FOR THE BENEFIT OF ST. CHARLES PREPARATORY SCHOOL IN COLUMBUS, OHIO.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt028155856
IRS990/NetAssetsOrFundBalancesEOYAmt031337173
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01418370
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01418370
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01661613
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0STATE FILING FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0200
IRS990/OtherExpensesGrp/TotalAmt0200
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TIMOTHY M KELLEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0903196
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01196936
IRS990/PYInvestmentIncomeAmt0642336
IRS990/PYOtherExpensesAmt073616
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0274980
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01270552
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01545532
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01519704
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt028155856
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt031337173
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0734475
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0930231
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION PROVIDES FINANCIAL ASSISTANCE TO THE SCHOOL FOR FINANCIAL AID TO STUDENTS, TEACHER RECRUITMENT AND RETENTION, IMPROVEMENTS TO TECHNOLOGY AND BUILDING EXPANSION. THE ORGANIZATION ONLY SUPPORTS THE SCHOOL. THE FINANCIAL AID PROVIDED TO THE SCHOOL FOR THESE PURPOSES DIRECTLY ASSISTS THE SCHOOL WITH ITS CHARITABLE EDUCATION AND RELIGIOUS MISSION, BY ALLOWING MORE RESOURCES TO THE SCHOOL TO SERVE A BROAD SPECTRUM OF SOCIO-ECONOMIC CLASSES WITHIN ITS STUDENT BODY. PART OF THE SCHOOL'S MISSION IS TO TURN AWAY NO STUDENT FOR ECONOMIC REASONS. IF THE ORGANIZATION DID NOT PROVIDE SUCH FINANCIAL AID TO THE SCHOOL, THE SCHOOL WOULD BE FORCED TO RAISE TUITION, SEEK ADDITIONAL SOURCES OF FUNDS FROM DONORS, REDUCE OVERHEAD, AND POSSIBLY NOT BE ABLE TO FULFILL THIS PART OF ITS MISSION. THE SCHOOL'S CURRICULUM COULD ALSO SUFFER WITHOUT QUALIFIED TEACHERS, AND STATE OF THE ART TECHOLOGY AND FACILITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION, PURSUANT TO ITS MISSION, MUST SUPPORT THE ADMINISTRATION, FACULTY, STAFF AND STUDENTS OF ST. CHARLES PREPARATORY SCHOOL, A CATHOLIC HIGH SCHOOL IN COLUMBUS, OHIO (THE "SCHOOL").
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE E LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION D, LINE 2
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0314379501
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01255776
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAINT CHARLES PREPARATORY SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt01255776
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt01255776
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(B)(1)(A)(II)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE SCHOLARSHIP AID TO SELECTED STUDENTS AND AID DIRECTLY TO THE SCHOOL IN DIRECT SUBSIDIES WHICH WERE APPROVED BY THE TRUSTEES, AS SELECTED BY A COMMITTEE OF SCHOOL FACULTY. FUNDING FOR TEACHER RECRUITMENT AND RETENTION, IMPROVEMENTS TO TECHNOLOGY AND BUILDING EXPANSION.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAINT CHARLES PREPARATORY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0314379501
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02010 EAST BROAD STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0COLUMBUS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043209
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE WHO IS AN ATTORNEY DOES LEGAL WORK FOR ANOTHER TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY PROVIDED TO TRUSTEE VIA EMAIL AND FOLLOW UP TELEPHONE CONFERENCE WITH TRUSTEE ON RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BIANNUAL MEETINGS OF TRUSTEES ADDRESS FUND OPERATIONS, THE INVOLVEMENT OF ANY TRUSTEE AND WHETHER A CONFLICT ARISES. NO TRUSTEE HAS HAD A CONFLICT DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
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
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAINT CHARLES PREPARATORY SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0314379501
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0170(B)(1)(A)(II)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02010 EAST BROAD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0COLUMBUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043209
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/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt028155856
IRS990/TotalAssetsEOYAmt031337173
IRS990/TotalAssetsGrp/BOYAmt028155856
IRS990/TotalAssetsGrp/EOYAmt031337173
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0743277
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt082122
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01255776
IRS990/TotalFunctionalExpensesGrp/TotalAmt01337898
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt028155856
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt031337173
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01255776
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0695955
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01418370
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02857602
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt028155856
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt031337173
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0250 EAST BROAD STREET
IRS990/USAddress/CityNm0COLUMBUS
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043215
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY M KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06142285775
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST CHARLES PREPARATORY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOOL ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0STCH
ReturnHeader/Filer/EIN0316332345
ReturnHeader/Filer/PhoneNum06142285775
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 EAST BROAD STREET 1100
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310919888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KAGAY & SCHELLHAAS CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0141 EAST TOWN STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043215
ReturnHeader/PreparerPersonGrp/PhoneNum06142284370
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY C SCHELLHAAS
ReturnHeader/ReturnTs02025-11-17T19:16:45-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.