Civic Intelligence

United Catholic Schools Foundation of Austin Minnesota Inc.

990 • Fiscal year 2015 • EIN 36-3258740

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 12, 2015

511 4th Avenue NWAustin, MN 55912

(507) 433-8859

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-276%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

3rd percentile

-32%

Faster asset growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-62%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,353,022

Down $641,563 (-32%) from 2014

Net Assets

Down

$1,353,022

Down $641,563 (-32%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$214,638

Down $357,458 (-62%) from 2014

Expenses

Down

$805,970

Down $39,280 (-4.6%) from 2014

Net Income

Down

-$591,332

Down $318,178 (-116%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,146,713Liabilities 2012: $0Net Assets 2012: $2,146,7132012Assets 2013: $2,144,020Liabilities 2013: $0Net Assets 2013: $2,144,0202013Assets 2014: $1,994,585Liabilities 2014: $0Net Assets 2014: $1,994,5852014Assets 2015: $1,353,022Liabilities 2015: $0Net Assets 2015: $1,353,0222015Assets 2016: $556,452Liabilities 2016: $0Net Assets 2016: $556,4522016Assets 2017: $433,252Liabilities 2017: $0Net Assets 2017: $433,2522017Assets 2018: $252,027Liabilities 2018: $0Net Assets 2018: $252,0272018Assets 2019: $237,091Liabilities 2019: $0Net Assets 2019: $237,0912019Assets 2020: $230,521Liabilities 2020: $0Net Assets 2020: $230,5212020Assets 2021: $257,682Liabilities 2021: $0Net Assets 2021: $257,6822021Assets 2022: $1,528,906Liabilities 2022: $0Net Assets 2022: $1,528,9062022Assets 2023: $1,185,145Liabilities 2023: $0Net Assets 2023: $1,185,1452023Assets 2024: $1,190,631Liabilities 2024: $0Net Assets 2024: $1,190,6312024Assets 2025: $1,119,092Liabilities 2025: $0Net Assets 2025: $1,119,0922025

Highlighted filing

2015

Assets$1,353,022
Liabilities$0
Net Assets$1,353,022

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2012: $383,6312012Expenses 2013: $410,0322013Revenue 2014: $572,096Expenses 2014: $845,250Net Income 2014: -$273,1542014Revenue 2015: $214,638Expenses 2015: $805,970Net Income 2015: -$591,3322015Revenue 2016: $266,616Expenses 2016: $836,209Net Income 2016: -$569,5932016Revenue 2017: $126,618Expenses 2017: $250,995Net Income 2017: -$124,3772017Revenue 2018: $30,426Expenses 2018: $212,226Net Income 2018: -$181,8002018Revenue 2019: $24,062Expenses 2019: $40,065Net Income 2019: -$16,0032019Revenue 2020: $11,164Expenses 2020: $17,662Net Income 2020: -$6,4982020Revenue 2021: $52,489Expenses 2021: $32,845Net Income 2021: $19,6442021Revenue 2022: $1,403,228Expenses 2022: $136,104Net Income 2022: $1,267,1242022Revenue 2023: $63,887Expenses 2023: $407,648Net Income 2023: -$343,7612023Revenue 2024: $110,366Expenses 2024: $132,772Net Income 2024: -$22,4062024Revenue 2025: $50,452Expenses 2025: $170,783Net Income 2025: -$120,3312025

Highlighted filing

2015

Revenue$214,638
Expenses$805,970
Net Income-$591,332
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 12, 2015
Return Version
2014v5.0
Gross Receipts
$802,984
Mission and Program Overview

Mission

Promotion of catholic education

Promoation of catholic education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,442,274$895,624▼ $546,650
Cash and Non-Interest-Bearing Accounts$75,485$1,891▼ $73,594
Savings and Temporary Cash Investments$5,282$1,169▼ $4,113
Total Assets$1,994,585$1,353,022▼ $641,563
Other Assets Total$471,544$454,338▼ $17,206
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,857,777$1,215,114▼ $642,663
Temporarily Rstr Net Assets$108,764$109,764▲ $1,000
Permanently Rstr Net Assets$28,044$28,144▲ $100
Total Net Assets Fund Balance$1,994,585$1,353,022▼ $641,563
Total Liabilities and Net Assets / Fund Balance$1,994,585$1,353,022▼ $641,563

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$45,056--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$28,044$100--$28,144
2013$27,944$100--$28,044
2012$29,109--$1,165$27,944
2011$29,109---$29,109
2010$827,060--$-797,951$29,109
Compensation and Service Providers

Board Members and Trustees

NameTitle
Randy KramerPresident
Fr Jim SteffesSchool Board
Gary BicklerTrustee
Jim MinoTrustee
Larry LyonsTrustee
Scott HoltzTrustee
Walt BaldusTrustee
Neil DreesSecretary
Jim SheehanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$104,381
Program Service Revenue
$0
Investment Income
$88,789
Other Revenue
$21,468
All Other Contributions
$104,381
Change in Net Assets
$-591,332
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$796,852
Other Expenses$9,118
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$796,852--$796,852
Fees for Services Accounting-$5,214-$5,214
Fees for Service Investment Mgmnt Fees-$2,968-$2,968
Other Expenses-$100-$100
Office Expenses-$6-$6
Total Functional Expenses$796,852$9,118$0$805,970
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Austin Area Catholic SchoolsAustin, MN-Catholic Education$796,852
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$25,910
Gaming Direct Expenses$4,542
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, Page 6, Part VI, Line 11B

President reviews form 990 prior to filing

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

Reviewed annually or as needed.

Form 990, Page 6, Part VI, Line 19

Documents available to view upon reasonable request.

Filing and Contact Details

Filer

Filer Name
United Catholic Schools Foundation
EIN
36-3258740
Phone
5074338859
Address
511 4TH AVENUE NW, AUSTIN, MN 55912

Signing Officer

Name
Randy Kramer
Title
President
Phone
5074338859
Signed
2015-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randy Kramer
Formed
1986
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
75

Preparer

Firm
Hill Larson Walth & Benda Pa
Address
326 NORTH MAIN STREET, AUSTIN, MN 55912-3006
Preparer
Greg a Larson
Phone
5074332264
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Purchase of books and designated items.

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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01165
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt029109
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt029109
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0827060
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt029109
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-797951
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0160000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1155611
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt293671
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt345056
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0AACS LOAN RECIEVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CONTRACT FOR DEED
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2PREPAID TUITION RECIEVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3AACS LOAN RECIEVABLE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PURCHASE OF BOOKS AND DESIGNATED ITEMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0454338
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt04542
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt04542
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt04542
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt025910
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt025910
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt021368
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0true
IRS990ScheduleG/IndividualWithBooksNm0JIM SHEEHAN
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0511 4TH AVENUE NW
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0AUSTIN
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0MN
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd055912
IRS990ScheduleG/StatesWhereGamingConductedCd0MN
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0796852
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CATHOLIC EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AUSTIN AREA CATHOLIC SCHOOLS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0511 4TH AVENUE NW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0AUSTIN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055912
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESIDENT REVIEWS FORM 990 PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEWED ANNUALLY OR AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE TO VIEW UPON REASONABLE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0108764
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0109764
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01994585
IRS990/TotalAssetsEOYAmt01353022
IRS990/TotalAssetsGrp/BOYAmt01994585
IRS990/TotalAssetsGrp/EOYAmt01353022
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0104381
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09118
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0796852
IRS990/TotalFunctionalExpensesGrp/TotalAmt0805970
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01994585
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01353022
IRS990/TotalProgramServiceExpensesAmt0796852
IRS990/TotalRevenueGrp/ExclusionAmt0103443
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06814
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0214638
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01994585
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01353022
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01857777
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01215114
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0511 4TH AVENUE NW
IRS990/USAddress/CityNm0AUSTIN
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055912
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY KRAMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05074338859
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED CATHOLIC SCHOOLS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0363258740
ReturnHeader/Filer/PhoneNum05074338859
ReturnHeader/Filer/USAddress/AddressLine1Txt0511 4TH AVENUE NW
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055912
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411737424
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HILL LARSON WALTH & BENDA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0326 NORTH MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0559123006

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.05$0.17$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.11$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.06$0.41$0.34
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$1.40$0.14$1.27
2021Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.05$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.01$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.02$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.03$0.21$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.13$0.25$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.27$0.84$0.57
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.21$0.81$0.59
2014Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.57$0.85$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.14$0.00$2.14$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.00$2.15$0.38