Civic Intelligence

St Mary'S Charities Trust Fund

EIN 35-6518096 • 501(c)3 • Carmel, IN

Profile

Provide investment income and school building space to worthy non profit organizations for underpriveledged early childhood education programs.

10 E Main Street Suite 110Carmel, IN 46032
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 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

79th percentile

28%

Higher net margin than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$15,248

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

53rd percentile

4.5%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

50%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,950,395

Up $84,155 (+4.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,950,395

Up $84,155 (+4.5%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin79th percentile

Revenue

Up

$270,090

Up $89,967 (+50%) from 2023

Expenses

Down

$194,913

Down $26,778 (-12%) from 2023

Net Income

Up

$75,177

Up $116,745 (+281%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,760,677Liabilities 2011: $0Net Assets 2011: $1,760,6772011Assets 2012: $1,757,436Liabilities 2012: $0Net Assets 2012: $1,757,4362012Assets 2013: $1,739,946Liabilities 2013: $0Net Assets 2013: $1,739,9462013Assets 2014: $1,787,635Liabilities 2014: $0Net Assets 2014: $1,787,6352014Assets 2015: $1,762,438Liabilities 2015: $0Net Assets 2015: $1,762,4382015Assets 2016: $1,827,544Liabilities 2016: $0Net Assets 2016: $1,827,5442016Assets 2020: $2,386,379Liabilities 2020: $0Net Assets 2020: $2,386,3792020Assets 2021: $2,119,855Liabilities 2021: $0Net Assets 2021: $2,119,8552021Assets 2022: $1,839,423Liabilities 2022: $0Net Assets 2022: $1,839,4232022Assets 2023: $1,866,240Liabilities 2023: $0Net Assets 2023: $1,866,2402023Assets 2024: $1,950,395Liabilities 2024: $0Net Assets 2024: $1,950,3952024

Highlighted filing

2024

Assets$1,950,395
Liabilities$0
Net Assets$1,950,395
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $201,7232011Expenses 2012: $180,6192012Revenue 2013: $227,104Expenses 2013: $220,736Net Income 2013: $6,3682013Revenue 2014: $310,306Expenses 2014: $238,327Net Income 2014: $71,9792014Revenue 2015: $269,165Expenses 2015: $256,782Net Income 2015: $12,3832015Revenue 2016: $287,536Expenses 2016: $212,244Net Income 2016: $75,2922016Revenue 2020: $202,404Expenses 2020: $235,928Net Income 2020: -$33,5242020Revenue 2021: $229,194Expenses 2021: $233,206Net Income 2021: -$4,0122021Revenue 2022: $333,328Expenses 2022: $261,909Net Income 2022: $71,4192022Revenue 2023: $180,123Expenses 2023: $221,691Net Income 2023: -$41,5682023Revenue 2024: $270,090Expenses 2024: $194,913Net Income 2024: $75,1772024

Highlighted filing

2024

Revenue$270,090
Expenses$194,913
Net Income$75,177
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,950,395
Liabilities
$0
Net assets
$1,950,395
Revenue
$270,090
Expenses
$194,913
Net income
$75,177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.27$0.19$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.18$0.22$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.33$0.26$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.23$0.23$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.20$0.24$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.29$0.21$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.27$0.26$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.31$0.24$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.23$0.22$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.00$1.76$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.0
Gross Receipts
$865,946
Mission and Program Overview

Mission

Provide investment income and building to st. Marys child center, inc. For their hearing and/or sppech impared childrens programs.

Provide investment income and school building space to worthy non profit organizations for underpriveledged early childhood education programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,366,963$1,451,118▲ $84,155
Investments in Publicly Traded Securities$1,452,256$1,386,117▼ $66,139
Pd in Cap Srpls Land Bldg Eqp Fund$499,277$499,277→ $0
Land, Buildings, and Equipment, Net$398,477$373,277▼ $25,200
Savings and Temporary Cash Investments$15,507$190,999▲ $175,492
Cash and Non-Interest-Bearing Accounts-$2-
Total Assets$1,866,240$1,950,395▲ $84,155
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,866,240$1,950,395▲ $84,155
Total Liabilities and Net Assets / Fund Balance$1,866,240$1,950,395▲ $84,155

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$173,277$537,709$710,986
Land$200,000-$200,000
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleOtherTotal
Goelzer Investment ManagementInvestment a$15,248$15,248

Board Members and Trustees

NameTitle
-Co-trustee
Jill HallCo-trustee
Jim Zink SrCo-trustee
John HartCo-trustee
Matt CohoatCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$130,090
Other Revenue
$140,000
Change in Net Assets
$75,177

Audited Revenue Reconciliation

Revenue per Audited Statements
$270,090
Total Revenue per Audited Statements
$270,090
Total Revenue per Form 990
$270,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$148,516
Other Expenses$31,149
Salaries, Compensation, and Employee Benefits$15,248
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$148,516--$148,516
Depreciation Depletion$25,200--$25,200
Other Salaries and Wages$15,248--$15,248
Fees for Services Accounting-$2,592-$2,592
Insurance-$1,772-$1,772
Other Expenses$432--$432
Total Functional Expenses$190,549$4,364$0$194,913

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$194,913
Total Expenses per Audited Statements$194,913
Total Expenses per Form 990$194,913
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST MARY'S CHILD CENTER INCIndianapolis, IN-Hearing/speech$8,516
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, Page 6, Part VI, Line 11B

“A copy of the form 990 is made available to the board of directors for review, signature, and filing”

Form 990, Page 6, Part VI, Line 12C

“They have a written policy and require the officers & directors sign a statement that they are disclosing any conflict of interest.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are disclosed per the trust agreement and amendments”

Filing and Contact Details

Filer

Filer Name
ST MARY'S CHARITIES TRUST FUND
EIN
35-6518096
Phone
3172642600
Address
10 E MAIN STREET SUITE 110, CARMEL, IN 46032

Signing Officer

Name
Douglas R Brown
Title
Co-trustee
Phone
3176845441
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Goelzer Investment Management
Formed
1994
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Kelley Hardesty Smith and Co
Address
5240 ELMWOOD AVE STE 100, INDIANAPOLIS, IN 46203
Preparer
Kara V Lauth CPA
Phone
3177881571
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To provide investment income and school building space to worthy non profit organizations for underpriveledged early childhood education programs.”

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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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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0869866
IRS990ScheduleA/TotalSupportAmt02085005
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0173277
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0537709
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0710986
IRS990ScheduleD/ExpensesSubtotalAmt0194913
IRS990ScheduleD/LandGrp/BookValueAmt0200000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0200000
IRS990ScheduleD/RevenueSubtotalAmt0270090
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0373277
IRS990ScheduleD/TotalExpensesPerForm990Amt0194913
IRS990ScheduleD/TotalRevenuePerForm990Amt0270090
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0270090
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0194913
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt08516
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt0140000
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0RENT IN LIEU
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HEARING/SPEECH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST MARY'S CHILD CENTER INC
IRS990ScheduleI/RecipientTable/RecipientEIN0351141484
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0901 MARTIN LUTHER KING JR ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046202
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE INVESTMENT INCOME AND SCHOOL BUILDING SPACE TO WORTHY NON PROFIT ORGANIZATIONS FOR UNDERPRIVELEDGED EARLY CHILDHOOD EDUCATION PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW, SIGNATURE, AND FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THEY HAVE A WRITTEN POLICY AND REQUIRE THE OFFICERS & DIRECTORS SIGN A STATEMENT THAT THEY ARE DISCLOSING ANY CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE DISCLOSED PER THE TRUST AGREEMENT AND AMENDMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01866240
IRS990/TotalAssetsEOYAmt01950395
IRS990/TotalAssetsGrp/BOYAmt01866240
IRS990/TotalAssetsGrp/EOYAmt01950395
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04364
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0190549
IRS990/TotalFunctionalExpensesGrp/TotalAmt0194913
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01866240
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01950395
IRS990/TotalOtherCompensationAmt015248
IRS990/TotalProgramServiceExpensesAmt0190549
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0270090
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0270090
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01866240
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01950395
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010 E MAIN STREET
IRS990/USAddress/AddressLine2Txt0SUITE 110
IRS990/USAddress/CityNm0CARMEL
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046032
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS R BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03176845441
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARY'S CHARITIES TRUST FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0DATED 12/30/94 C/O GOELZER INV MGMT
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0356518096
ReturnHeader/Filer/PhoneNum03172642600
ReturnHeader/Filer/USAddress/AddressLine1Txt010 E MAIN STREET SUITE 110
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046032
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351427175
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KELLEY HARDESTY SMITH AND CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05240 ELMWOOD AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046203
ReturnHeader/PreparerPersonGrp/PhoneNum03177881571
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARA V LAUTH CPA
ReturnHeader/ReturnTs02025-11-11T13:15:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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