Civic Intelligence

St. Charles Preparatory School Endowment Fund

990 • Fiscal year 2013 • EIN 31-6332345

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

Organization ProfileN/A
250 East Broad Street No 110043215

(614) 228-5775

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

5th percentile

0.00x

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

85th percentile

19%

Faster asset growth than 85% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$12,239,054

Up $1,934,904 (+19%) from 2012

Net Assets

Up

$12,239,054

Up $1,934,904 (+19%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin83rd percentile

Revenue

$642,923

No earlier filing loaded for comparison.

Expenses

Up

$451,206

Up $51,876 (+13%) from 2012

Net Income

$191,717

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$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

2013

Assets$12,239,054
Liabilities$0
Net Assets$12,239,054
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$642,923
Expenses$451,206
Net Income$191,717
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.0
Gross Receipts
$1,381,604
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$10,304,150$12,239,054▲ $1,934,904
Investments in Publicly Traded Securities$7,725,252$10,742,714▲ $3,017,462
Other Notes and Loans Receivable, Net$2,133,696$1,373,095▼ $760,601
Savings and Temporary Cash Investments$445,202$123,245▼ $321,957
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,304,150$12,239,054▲ $1,934,904
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,304,150$12,239,054▲ $1,934,904
Total Liabilities and Net Assets / Fund Balance$10,304,150$12,239,054▲ $1,934,904
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Timothy M KelleyChairman
James P FinnTrustee
John a GroeberTrustee
Kevin a WalshTrustee
Paul C MahlerTrustee
Paul HellerTrustee
Robert HornerTrustee
Thomas a RyanTrustee
Timothy FydaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$340,911
Program Service Revenue
$0
Investment Income
$302,012
Other Revenue
$0
All Other Contributions
$340,911
Change in Net Assets
$191,717

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$56,357Market Value
Total Noncash Contributions6$56,357-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$410,175
Other Expenses$41,031
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$410,175--$410,175
Fees for Service Investment Mgmnt Fees-$33,056-$33,056
Fees for Services Other-$6,000-$6,000
Fees for Services Accounting-$1,775-$1,775
Other Expenses-$200-$200
Total Functional Expenses$410,175$41,031$0$451,206
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
31-4379501-170(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.$410,175
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

“Trustee who is an attorney does legal work for another trustee. A trustee provides financial services for another trustee.”

Form 990, Part VI, Section B, Line 11

“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

EIN
31-6332345
Phone
6142285775

Signing Officer

Name
Timothy M Kelley
Title
Chairman
Phone
6142285775
Signed
2014-11-06
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

Preparer
Jeffrey C Schellhaas
Phone
6142284370
Raw XML Appendix386 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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IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt056357
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE WHO IS AN ATTORNEY DOES LEGAL WORK FOR ANOTHER TRUSTEE. A TRUSTEE PROVIDES FINANCIAL SERVICES 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 11
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/BusinessNameLine10SAINT CHARLES PREPARATORY SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0314379501
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0170(B)(1)(A)(II)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine102010 EAST BROAD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0COLUMBUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode043209
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01373095
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0LOAN AGREEMENT & AMORT. SCHEDULE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10ST CHARLES PREPARATORY SCHOOL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0D
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010304150
IRS990/TotalAssetsEOYAmt012239054
IRS990/TotalAssetsGrp/BOYAmt010304150
IRS990/TotalAssetsGrp/EOYAmt012239054
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0340911
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041031
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0410175
IRS990/TotalFunctionalExpensesGrp/TotalAmt0451206
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010304150
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012239054
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0410175
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0302012
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0642923
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010304150
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012239054
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10250 EAST BROAD STREET
IRS990/USAddress/City0COLUMBUS
IRS990/USAddress/State0OH
IRS990/USAddress/ZIPCode043215
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY M KELLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06142285775
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10ST CHARLES PREPARATORY SCHOOL ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0STCH
ReturnHeader/Filer/EIN0316332345
ReturnHeader/Filer/PhoneNum06142285775
ReturnHeader/Filer/USAddress/AddressLine10250 EAST BROAD STREET NO 1100
ReturnHeader/Filer/USAddress/City0COLUMBUS
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043215
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310919888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KAGAY & SCHELLHAAS CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10141 EAST TOWN STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode043215
ReturnHeader/PreparerPersonGrp/PhoneNum06142284370
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY C SCHELLHAAS
ReturnHeader/ReturnTs02014-11-17T07:53:57-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,239,054
Liabilities
$0
Net assets
$12,239,054
Revenue
$642,923
Expenses
$451,206
Net income
$191,717
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