Civic Intelligence

St Marys School Trust

EIN 35-6400464 • 4947(a)1 • Anderson, IN

Pub. 78 Eligible

Profile

Provide support to the holy cross school

2801 Lincoln StAnderson, IN 46016
Siviq Scores

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

Liabilities / Assets

90th percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.00x

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

4947(a)1 • <$500k nonprofits • Source year 2024

Net Margin

52nd percentile

0.1%

Higher net margin than 52% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

4947(a)1 • <$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

0.0%

Faster asset growth than 62% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

15%

Faster revenue growth than 53% of similar nonprofits.

4947(a)1 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$200,684

Up $11 (+0.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$200,684

Up $11 (+0.0%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin52nd percentile

Revenue

Up

$9,539

Up $1,230 (+15%) from 2023

Expenses

Up

$9,528

Up $1,597 (+20%) from 2023

Net Income

Down

$11

Down $367 (-97%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$300K$200K$100K$0Assets 2023: $200,673Liabilities 2023: $0Net Assets 2023: $200,6732023Assets 2024: $200,684Liabilities 2024: $0Net Assets 2024: $200,6842024

Highlighted filing

2024

Assets$200,684
Liabilities$0
Net Assets$200,684
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

$10K$5.0K$0Revenue 2023: $8,309Expenses 2023: $7,931Net Income 2023: $3782023Revenue 2024: $9,539Expenses 2024: $9,528Net Income 2024: $112024

Highlighted filing

2024

Revenue$9,539
Expenses$9,528
Net Income$11
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$200,684
Liabilities
$0
Net assets
$200,684
Revenue
$9,539
Expenses
$9,528
Net income
$11
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.10$0.10$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.08$0.08$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 30, 2024
Return Version
2023v5.1
Gross Receipts
$9,539
Mission and Program Overview

Mission

Provide support to the holy cross school

Program Services

DescriptionGrantsExpenses
DISTRIBUTED THE NET INCOME OF THE TRUST TO THE NAMED BENEFICIARY ST. MARYSSCHOOL, WHICH IT USED TO MAINTAIN ITS PROGRAMS AND CURRICULUM.-$9,528
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS METZGERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
St Marys School Trust
EIN
35-6400464
Address
2801 LINCOLN ST, ANDERSON, IN 46016

Signing Officer

Name
Thomas Metzger
Title
Trustee
Phone
7656445956
Signed
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Mahoney Heineman & Co Pc
Address
1933 UNIVERSITY BLVD, Anderson, IN 46012
Preparer
Michael P Mahoney
Phone
7656499999
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountdistributions to beneficiary 9,528”

Raw XML Appendix116 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0FATHER THOMAS METZGER
IRS990EZ/BooksInCareOfDetail/PhoneNum07656445956
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02801 LINCOLN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ANDERSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046016
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0200673
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0200684
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0200673
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0200684
IRS990EZ/GrossReceiptsAmt09539
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt09539
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0200673
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0200684
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0200673
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0200684
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0THOMAS METZGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization4947a1NotPFInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt09528
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SUPPORT TO THE HOLY CROSS SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISTRIBUTED THE NET INCOME OF THE TRUST TO THE NAMED BENEFICIARY ST. MARYSSCHOOL, WHICH IT USED TO MAINTAIN ITS PROGRAMS AND CURRICULUM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09528
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09528
IRS990EZ/TotalProgramServiceExpensesAmt09528
IRS990EZ/TotalRevenueAmt09539
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0350867990
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt09528
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLY CROSS PAROCHIAL SCHOOLS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt09528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDISTRIBUTIONS TO BENEFICIARY 9,528
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS METZGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07656445956
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARYS SCHOOL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0356400464
ReturnHeader/Filer/USAddress/AddressLine1Txt02801 LINCOLN ST
ReturnHeader/Filer/USAddress/CityNm0ANDERSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046016
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351690876
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAHONEY HEINEMAN & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01933 UNIVERSITY BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Anderson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046012
ReturnHeader/PreparerPersonGrp/PhoneNum07656499999
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL P MAHONEY
ReturnHeader/ReturnTs02024-11-21T13:02:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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