Form 990, Part VI, Section B, Line 11B
“This form 990 was provided to the treasurer to review prior to filing.”
990 • Fiscal year 2023 • EIN 34-1707349
Scores are not available for this record yet.
Assets
Down$1,383,318
Down $59,881 (-4.1%) from 2022
Net Assets
Down$1,383,318
Down $59,881 (-4.1%) from 2022
Liabilities
Flat$0
Flat from 2022
Revenue
Up$165,670
Up $91,776 (+124%) from 2022
Expenses
Up$318,918
Up $206,012 (+182%) from 2022
Net Income
Down-$153,248
Down $114,236 (-293%) from 2022
The organization was formed to perpetuate and support st. Mary's school the local marietta catholic school.
The organization was formed to assist with financial support of the local catholic school.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $1,443,199 | $1,383,318 | ▼ $59,881 |
| Investments in Publicly Traded Securities | $1,395,610 | $1,315,631 | ▼ $79,979 |
| Savings and Temporary Cash Investments | $47,589 | $67,687 | ▲ $20,098 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Rtn Earn Endowment Incm Other Fnds | $0 | $0 | → $0 |
| Total Assets | $1,443,199 | $1,383,318 | ▼ $59,881 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $1,443,199 | $1,383,318 | ▼ $59,881 |
| Total Liabilities and Net Assets / Fund Balance | $1,443,199 | $1,383,318 | ▼ $59,881 |
| Name | Title |
|---|---|
| Brandon Burnworth | President |
| Becky Haller | Vice President |
| Chris Greenwood | Board Member |
| Chris Palmer | Board Member |
| Chris Pfeiffer | Board Member |
| Joe Augenstein | Board Member |
| Lori Lutz | Board Member |
| Matt Ingram | Board Member |
| Nate Black | Board Member |
| Tonya Booth | Secretary |
| Tim Williams | Treasurer |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $306,413 |
| Other Expenses | $12,505 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $306,413 | - | - | $306,413 |
| Fees for Service Investment Mgmnt Fees | - | $11,388 | - | $11,388 |
| Fees for Services Accounting | - | $905 | - | $905 |
| Other Expenses | $12 | - | - | $12 |
| Total Functional Expenses | $306,625 | $12,293 | $0 | $318,918 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Diocese of Steubenville Trustee of Basilica of St Mary | Steubenville, OH | 501(c)(3) | TO SUPPORT THE PURCHASE OF A PROPERTY TO BE USED BY ST. MARY'S SCHOOL | $172,966 |
| St Marys Catholic School | Marieta, OH | 501(c)(3) | To Provide Support for the Local Catholic School | $133,447 |
| Line Item | Amount |
|---|---|
| Fundraising Gross Income | $42,310 |
| Fundraising Direct Expenses | $18,044 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Annual Dinner & Drawing | $42,310 | $42,310 | $1,760 | $40,550 |
| Total Events | $42,310 | $42,310 | $18,044 | $24,266 |
“This form 990 was provided to the treasurer to review prior to filing.”
“Sms foundation made its governing documents, conflict of interest policy, and financial statements available to the public upon request.”
“A property purchase and its associated depreciation were incorrectly accounted for in the filed return. The property purchase should have been accounted for as a contribution made by sms to the diocese of stuebenville to support the diocese's purchase of said property.”
“A property purchase and its associated depreciation were incorrectly accounted for in the filed return. The property purchase should have been accounted for as a contribution made by sms to the diocese of stuebenville to support the diocese's purchase of said property.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
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| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE ORGANIZATION WAS FORMED TO ASSIST WITH FINANCIAL SUPPORT OF THE LOCAL CATHOLIC SCHOOL. |
| IRS990/AllOtherContributionsAmt | 0 | 11073 |
| IRS990/AmendedReturnInd | 0 | X |
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| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7403733643 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 506 FOURTH STREET |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | MARIETTA |
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| IRS990/CYOtherExpensesAmt | 0 | 12505 |
| IRS990/CYOtherRevenueAmt | 0 | 41554 |
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| IRS990/CYTotalExpensesAmt | 0 | 318918 |
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| IRS990/CYTotalRevenueAmt | 0 | 165670 |
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| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | DONATIONS TO SUPPORT CATHOLIC ELEMENTARY SCHOOL IN MARIETTA, OHIO (ST. MARY'S CATHOLIC SCHOOL) IN THE FORM OF DIRECT FINANCIAL ASSISTANCE, CAPITAL EXPENDITURES AND CLASSROOM SUPPLIES. |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | BOARD MEMBER |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | BOARD MEMBER |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | BOARD MEMBER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1992 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
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| IRS990/GrantsToOrganizationsInd | 0 | 1 |
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| IRS990/MinutesOfCommitteesInd | 0 | 1 |
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| IRS990/MissionDesc | 0 | THE ORGANIZATION WAS FORMED TO PERPETUATE AND SUPPORT ST. MARY'S SCHOOL THE LOCAL MARIETTA CATHOLIC SCHOOL. |
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| IRS990/PrincipalOfficerNm | 0 | TIM WILLIAMS |
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| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt | 0 | 487888 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt | 0 | 95519 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt | 0 | 133688 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt | 0 | 92974 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt | 0 | 178585 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt | 0 | 42300 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt | 0 | 794300 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt | 0 | 306412 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt | 0 | 95519 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt | 0 | 133688 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt | 0 | 92974 |
| IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt | 0 | 165707 |
| IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt | 0 | 0 |
| IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt | 0 | 543066 |
| IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt | 0 | 306412 |
| IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt | 0 | 55178 |
| IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt | 0 | 100.000000000000 |
| IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt | 0 | 306412 |
| IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt | 0 | 306412 |
| IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt | 0 | 0 |
| IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd | 0 | 0 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | SMS FOUNDATION MAINTAINS AN ADEQUATE RELATIONSHIPS WITH ST. MARYS SCHOOL THROUGH INVOLVEMENT BY A SENIOR OFFICIAL OF ST. MARYS IN THE OPERATIONS OF BOTH THE SUPPORTING AND SUPPORTED ORGANIZATIONS. DUE TO THE NATURE OF THIS, THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE WITH THE SUPPORTING ORGANIZATION AND THE FUNDING NEEDS OF ST MARY'S. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | SCHEDULE A PART IV SECTION D LINE 2 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt | 0 | 1413259 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt | 0 | 1600516 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt | 0 | 132579 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt | 0 | 110438 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt | 0 | 1280680 |
| IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt | 0 | 1490078 |
| IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt | 0 | 21199 |
| IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt | 0 | 24008 |
| IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt | 0 | 1392060 |
| IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt | 0 | 1576508 |
| IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt | 0 | 48722 |
| IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt | 0 | 55178 |
| IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt | 0 | 0 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt | 0 | 1413259 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt | 0 | 1600516 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt | 0 | 48722 |
| IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt | 0 | 55178 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 2 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 311156944 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 1 | 340719988 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 1 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 1 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 1 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 133447 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 1 | 172966 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | ST MARYS SCHOOL |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 1 | DIOCESE OF STEUBENVILLE TRUSTEE OF BASILICA OF ST MARY |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType3NonFuncInd | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 306413 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt | 0 | 5725 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt | 0 | 5725 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 18044 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | ANNUAL DINNER & DRAWING |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt | 0 | 10559 |
| IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt | 0 | 10559 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 42310 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 42310 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 42310 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 42310 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 24266 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 1760 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 1760 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 0 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 133447 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 172966 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 0 | 0 |
| IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt | 1 | 0 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | TO PROVIDE SUPPORT FOR THE LOCAL CATHOLIC SCHOOL |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | TO SUPPORT THE PURCHASE OF A PROPERTY TO BE USED BY ST. MARY'S SCHOOL |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | ST MARYS CATHOLIC SCHOOL |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | DIOCESE OF STEUBENVILLE TRUSTEE OF BASILICA OF ST MARY |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 311156944 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 340719988 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 320 MARION STREET |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 422 WASHINGTON STEET |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | MARIETA |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.