Civic Intelligence

Carmel of Mary Immaculate Ta

EIN 34-6506313 • 501(c)3 • St Louis, MO

Profile

Grants are made according to the trust agreement dated May 15, 1950. TIAA, FSB as trustee makes distributions according to the direction of the Reverend Mother of Carmel Monastery. The Rev Mother has the right to revoke, modify or add to the trust. Funds shall be used for the benefit of the Carmel of Mary Immaculate Monastery. TIAA maintains a responsiveness to the needs and activities of the monastery in the attainment of its mission.

211 North Broadway Suite 1000St Louis, MO 63102

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

91st percentile

58%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

46th percentile

$35,972

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

50th percentile

3.3%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,629,639

Up $116,089 (+3.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$3,629,639

Up $116,089 (+3.3%) from 2019

Operations
Liabilities / Revenue20th percentileNet Margin91st percentile

Revenue

Down

$226,453

Down $197,920 (-47%) from 2019

Expenses

Down

$94,927

Down $27,552 (-22%) from 2019

Net Income

Down

$131,526

Down $170,368 (-56%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $3,513,550Liabilities 2019: $0Net Assets 2019: $3,513,5502019Assets 2020: $3,629,639Liabilities 2020: $0Net Assets 2020: $3,629,6392020

Highlighted filing

2020

Assets$3,629,639
Liabilities$0
Net Assets$3,629,639
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$600K$400K$200K$0Revenue 2019: $424,373Expenses 2019: $122,479Net Income 2019: $301,8942019Revenue 2020: $226,453Expenses 2020: $94,927Net Income 2020: $131,5262020

Highlighted filing

2020

Revenue$226,453
Expenses$94,927
Net Income$131,526
Open 2020 Filing

Filings

Most recent year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,629,639
Liabilities
$0
Net assets
$3,629,639
Revenue
$226,453
Expenses
$94,927
Net income
$131,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.23$0.09$0.13
2019Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.42$0.12$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$1,854,000
Mission and Program Overview

Mission

Grants are made according to the trust agreement dated May 15, 1950. TIAA, FSB as trustee makes distributions according to the direction of the Reverend Mother of Carmel Monastery. The Rev Mother has the right to revoke, modify or add to the trust. Funds shall be used for the benefit of the Carmel of Mary Immaculate Monastery. TIAA maintains a responsiveness to the needs and activities of the monastery in the attainment of its mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,513,550$3,629,639▲ $116,089
Investments in Publicly Traded Securities$3,339,363$3,455,983▲ $116,620
Savings and Temporary Cash Investments$173,012$172,195▼ $817
Accounts Receivable$1,175$1,461▲ $286
Total Assets$3,513,550$3,629,639▲ $116,089
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,513,550$3,629,639▲ $116,089
Total Liabilities and Net Assets / Fund Balance$3,513,550$3,629,639▲ $116,089
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleBaseTotal
Tiaa FsbTrustee$35,972$35,972

Board Members and Trustees

NameTitle
Mother Mary ElizabethDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$3,965
Program Service Revenue
$0
Investment Income
$222,488
Other Revenue
$0
All Other Contributions
$3,965
Change in Net Assets
$131,526
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$57,459
Salaries, Compensation, and Employee Benefits$35,972
Other Expenses$1,496
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$57,459--$57,459
Current Officers, Directors, Trustees, and Key Employees-$35,972-$35,972
All Other Expenses-$1,489-$1,489
Fees for Services Other-$7-$7
Total Functional Expenses$57,459$37,468$0$94,927
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carmel MonasteryFlemington, NJ170(b)(1)(A)(i)Support the Carmel of Mary Immaculate Monastery$57,459
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 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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 12 A

“No conflict of interest policy exists for the trust. TIAA, FSB has a corporate conflict of interest policy.”

Part VI Line 14

“The trust has no written document retention or destruction policy. TIAA, FSB has a corporate document retention and destruction policy.”

Part VI Line 15 A and B

“TIAA, FSB is sole trustee and is compensated according to the stipulation of fees in the trust document.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“All returns are thoroughly prepared and reviewed by our internal professional tax department.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request by mail or by phone and are mailed within two weeks of the request.”

Filing and Contact Details

Filer

Filer Name
Carmel of Mary Immaculate Ta
EIN
34-6506313
Address
211 NORTH BROADWAY SUITE 1000, ST LOUIS, MO 63102

Signing Officer

Name
Tiaa-cref Trust Company
Title
Trust Officer
Signed
2021-11-15

Organization Details

Principal Officer
Tiaa Fsb
Formed
1950
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Line 9

“Rev Mother Mary Elizabeth (Director) : 26 Harmony School Road, Flemington, NJ 08822-2606”

Line 1A

“TIAA, FSB is trustee of this trust, the Reverend Mother of Carmel Monastery has the right to modify the trust agreement and funds and make decisions with respect to the operation and administration of the trust.”

Explanation for Form 990, Part XI, Line 9

“Matured bond added to sales proceeds of $15,262 and gain of $174 for total of $15,437.”

Raw XML Appendix299 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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IRS990/ActivityOrMissionDesc0Grants are made according to the trust agreement dated May 15, 1950. TIAA, FSB as trustee makes distributions according to the direction of the Reverend Mother of Carmel Monastery. The Rev Mother has the right to revoke, modify or add to the trust. Funds shall be used for the benefit of the Carmel of Mary Immaculate Monastery. TIAA maintains a responsiveness to the needs and activities of the monastery in the attainment of its mission.
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
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IRS990/MissionDesc0Grants are made according to the trust agreement dated May 15, 1950. TIAA, FSB as trustee makes distributions according to the direction of the Reverend Mother of Carmel Monastery. The Rev Mother has the right to revoke, modify or add to the trust. Funds shall be used for the benefit of the Carmel of Mary Immaculate Monastery. TIAA maintains a responsiveness to the needs and activities of the monastery in the attainment of its mission.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The prior trustee and TIAA, FSB completed an extensive internal review of supporting organization accounts. This was done in concert with in house counsel and individual determinations were made with respect to the relationships. The beneficiaries have the right to remove the trustee and the trustee has the right to amend the trust to insure continuation of 509(a)3 status.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The trustee, TIAA, welcomes the input of the charitable beneficiaries as to investments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The trustee, TIAA, maintains a close and continuous working relationship with Carmel of Mary Immaculate. The supported organization maintains a significant voice as they have the right to remove the trustee and replace with another corporate trustee. Trustee has the authority to amend the document to insure the continuation of 509(a)3 status.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The supported organization receives periodic statements reflecting all activity in the trust regarding income, expenses, and investments. TIAA, FSB welcomes the input of the supported organization as to investments.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Line 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Line 8 Continued
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are made to 501(c)3 organizations that are named in the trust document. Our administrative representatives are in periodic contact with representatives of the charities in order to be in compliance with the trust provisions.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No conflict of interest policy exists for the trust. TIAA, FSB has a corporate conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The trust has no written document retention or destruction policy. TIAA, FSB has a corporate document retention and destruction policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TIAA, FSB is sole trustee and is compensated according to the stipulation of fees in the trust document.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Rev Mother Mary Elizabeth (Director) : 26 Harmony School Road, Flemington, NJ 08822-2606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TIAA, FSB is trustee of this trust, the Reverend Mother of Carmel Monastery has the right to modify the trust agreement and funds and make decisions with respect to the operation and administration of the trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5All returns are thoroughly prepared and reviewed by our internal professional tax department.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Documents are available upon request by mail or by phone and are mailed within two weeks of the request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Matured bond added to sales proceeds of $15,262 and gain of $174 for total of $15,437.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 12 A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 15 A and B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0211 N BROADWAY STE 1000
IRS990/USAddress/CityNm0ST LOUIS
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063102
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TIAA-CREF TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARMEL OF MARY IMMACULATE TA
ReturnHeader/Filer/BusinessNameControlTxt0CARM
ReturnHeader/Filer/EIN0346506313
ReturnHeader/Filer/USAddress/AddressLine1Txt0211 NORTH BROADWAY SUITE 1000
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063102
ReturnHeader/ReturnTs02021-11-15T13:00:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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