Civic Intelligence

St Marys School Endowment Fund Inc

EIN 36-3372054 • 501(c)3 • Ord, NE

Profile

To support catholic elementary education

527 N 19th StreetOrd, NE 68862
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

34th percentile

-1.2%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

31st percentile

-2.6%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$1,170,634

Down $11,231 (-1.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$1,170,634

Down $11,231 (-1.0%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin14th percentile

Revenue

Down

$52,439

Down $5,746 (-9.9%) from 2024

Expenses

Down

$63,670

Down $12,526 (-16%) from 2024

Net Income

Up

-$11,231

Up $6,780 (+38%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2021: $1,322,510Liabilities 2021: $0Net Assets 2021: $1,322,5102021Assets 2022: $1,235,054Liabilities 2022: $0Net Assets 2022: $1,235,0542022Assets 2023: $1,199,876Liabilities 2023: $0Net Assets 2023: $1,199,8762023Assets 2024: $1,181,865Liabilities 2024: $0Net Assets 2024: $1,181,8652024Assets 2025: $1,170,634Liabilities 2025: $0Net Assets 2025: $1,170,6342025

Highlighted filing

2025

Assets$1,170,634
Liabilities$0
Net Assets$1,170,634
Open 2025 Filing

Operations Trend

Revenue Growth31st percentile

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

$200K$100K$0-$100KRevenue 2021: $85,363Expenses 2021: $45,013Net Income 2021: $40,3502021Revenue 2022: $36,558Expenses 2022: $124,014Net Income 2022: -$87,4562022Revenue 2023: $55,322Expenses 2023: $90,500Net Income 2023: -$35,1782023Revenue 2024: $58,185Expenses 2024: $76,196Net Income 2024: -$18,0112024Revenue 2025: $52,439Expenses 2025: $63,670Net Income 2025: -$11,2312025

Highlighted filing

2025

Revenue$52,439
Expenses$63,670
Net Income-$11,231
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,170,634
Liabilities
$0
Net assets
$1,170,634
Revenue
$52,439
Expenses
$63,670
Net income
-$11,231
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.05$0.06$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.06$0.08$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.06$0.09$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.00$1.24$0.04$0.12$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.00$1.32$0.09$0.05$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jul 30, 2025
Return Version
2024v5.0
Gross Receipts
$52,439
Mission and Program Overview

Mission

To support catholic elementary education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,181,865$1,170,634▼ $11,231
Total Assets$1,181,865$1,170,634▼ $11,231
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,181,865$1,170,634▼ $11,231
Total Net Assets Fund Balance$1,181,865$1,170,634▼ $11,231
Total Liabilities and Net Assets / Fund Balance$1,181,865$1,170,634▼ $11,231
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Becky PetskaBoard Member
Bishop Joseph HanefeldtBoard Member
Clark HervertBoard Member
Fr Scott HarterBoard Member
Janet SuminskiBoard Member
Kerry PetskaBoard Member
Ray ScottBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$0
Investment Income
$51,439
Other Revenue
$0
All Other Contributions
$1,000
Change in Net Assets
$-11,231
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$63,670
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$63,670--$63,670
Total Functional Expenses$63,670$0$0$63,670
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

Form 990, Page 6, Part VI, Line 11B

“The board reviews and approves the form 990.”

Form 990, Page 6, Part VI, Line 19

“The board makes it's governing documents, conflicts of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
St Marys School Endowment Fund Inc
EIN
36-3372054
Phone
3087283351
Address
527 N 19TH STREET, ORD, NE 68862

Signing Officer

Name
Fr Scott Harter
Title
Board Member
Phone
3087283351
Signed
2025-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fr Scott Harter
Legal Domicile
Ne
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
10

Preparer

Firm
LAMMERS ABEL & KAPS CPA'S PC
Address
140 N 16TH STREET, ORD, NE 68862
Preparer
Tyler Kaps
Phone
3087283015
Raw XML Appendix270 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT CATHOLIC ELEMENTARY EDUCATION
IRS990/AllOtherContributionsAmt01000
IRS990/BooksInCareOfDetail/PersonNm0FR SCOTT HARTER
IRS990/BooksInCareOfDetail/PhoneNum03087283351
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0527 N STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NE
IRS990/BooksInCareOfDetail/USAddress/ZIPCd068862
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IRS990/CashNonInterestBearingGrp/EOYAmt01170634
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt051439
IRS990/CYOtherExpensesAmt063670
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-11231
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt063670
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt052439
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SUPPORT OF CATHOLIC ELEMENTARY EDUCATION
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt063670
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0BISHOP JOSEPH HANEFELDT
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IRS990/Form990PartVIISectionAGrp/PersonNm2CLARK HERVERT
IRS990/Form990PartVIISectionAGrp/PersonNm3BECKY PETSKA
IRS990/Form990PartVIISectionAGrp/PersonNm4KERRY PETSKA
IRS990/Form990PartVIISectionAGrp/PersonNm5RAY SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm6JANET SUMINSKI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt052439
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt051439
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt051439
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NE
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT CATHOLIC ELEMENTARY EDUCATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01181865
IRS990/NetAssetsOrFundBalancesEOYAmt01170634
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01181865
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01170634
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0ELEMENTARY EDUCATION EXP
IRS990/OtherExpensesGrp/ProgramServicesAmt063670
IRS990/OtherExpensesGrp/TotalAmt063670
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0FR SCOTT HARTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02880
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt055305
IRS990/PYOtherExpensesAmt076196
IRS990/PYRevenuesLessExpensesAmt0-18011
IRS990/PYTotalExpensesAmt076196
IRS990/PYTotalRevenueAmt058185
IRS990/ReconcilationRevenueExpnssAmt0-11231
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS AND APPROVES THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MAKES IT'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/ZIPCd068862
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum03087283351
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARYS SCHOOL ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0363372054
ReturnHeader/Filer/PhoneNum03087283351
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ReturnHeader/Filer/USAddress/CityNm0ORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068862
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861245109
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAMMERS ABEL & KAPS CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0140 N 16TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068862
ReturnHeader/PreparerPersonGrp/PhoneNum03087283015
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TYLER KAPS
ReturnHeader/ReturnTs02025-07-30T15:58:11-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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