Civic Intelligence

Spalding Academy Endowment Foundation Inc.

990 • Fiscal year 2020 • EIN 36-3499977

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 04, 2020

Organization Profile
PO Box 310Spalding, NE 68665

(308) 223-9843

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

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

Liabilities / Revenue

33rd percentile

0.05x

Higher debt load relative to revenue than 33% of similar nonprofits.

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

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

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

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

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

Asset Growth

88th percentile

60%

Faster asset growth than 88% of similar nonprofits.

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

Revenue Growth

99th percentile

955%

Faster revenue growth than 99% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,234,409

Up $1,207,400 (+60%) from 2019

Net Assets

Up

$3,164,359

Up $1,137,350 (+56%) from 2019

Liabilities

Up

$70,050

Up $70,050 from 2019

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin98th percentile

Revenue

Up

$1,364,364

Up $1,235,033 (+955%) from 2019

Expenses

Up

$123,789

Up $35,229 (+40%) from 2019

Net Income

Up

$1,240,575

Up $1,199,804 (+2943%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $2,027,009Liabilities 2019: $0Net Assets 2019: $2,027,0092019Assets 2020: $3,234,409Liabilities 2020: $70,050Net Assets 2020: $3,164,3592020Assets 2021: $3,993,264Liabilities 2021: $170,263Net Assets 2021: $3,823,0012021Assets 2022: $3,373,850Liabilities 2022: $175,708Net Assets 2022: $3,198,1422022Assets 2023: $3,609,460Liabilities 2023: $177,267Net Assets 2023: $3,432,1932023Assets 2024: $3,797,009Liabilities 2024: $181,285Net Assets 2024: $3,615,7242024Assets 2025: $3,852,654Liabilities 2025: $0Net Assets 2025: $3,852,6542025

Highlighted filing

2020

Assets$3,234,409
Liabilities$70,050
Net Assets$3,164,359
Open 2020 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $129,331Expenses 2019: $88,560Net Income 2019: $40,7712019Revenue 2020: $1,364,364Expenses 2020: $123,789Net Income 2020: $1,240,5752020Revenue 2021: $450,172Expenses 2021: $218,805Net Income 2021: $231,3672021Revenue 2022: $289,819Expenses 2022: $194,905Net Income 2022: $94,9142022Revenue 2023: $198,896Expenses 2023: $183,211Net Income 2023: $15,6852023Revenue 2024: $162,598Expenses 2024: $183,552Net Income 2024: -$20,9542024Revenue 2025: $316,368Expenses 2025: $202,570Net Income 2025: $113,7982025

Highlighted filing

2020

Revenue$1,364,364
Expenses$123,789
Net Income$1,240,575
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 4, 2020
Return Version
2019v5.1
Gross Receipts
$2,217,708
Mission and Program Overview

Mission

The mission of the spalding academy endowment foundation, inc. Is to ensure the financial security of spalding academy and support the mission of the school for generations to come.

The mission of spalding academy endowment foundation, inc. Is to ensure the financial security of spalding academy and support the mission of the school for generations to come.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,027,009$3,164,359▲ $1,137,350
Investments in Publicly Traded Securities$2,002,603$1,886,806▼ $115,797
Savings and Temporary Cash Investments-$755,344-
Cash and Non-Interest-Bearing Accounts$23,056$3,124▼ $19,932
Land, Buildings, and Equipment, Net$1,350$1,050▼ $300
Total Assets$2,027,009$3,234,409▲ $1,207,400
Other Assets Total-$588,085-
Liabilities
Other Liabilities-$70,050-
Total Liabilities$0$70,050▲ $70,050
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,027,009$3,164,359▲ $1,137,350
Total Liabilities and Net Assets / Fund Balance$2,027,009$3,234,409▲ $1,207,400

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,050$450$1,500
Other Assets Org$588,085--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,027,009$1,212,836▲ $47,641$300$3,164,359
2018$1,959,311$33,045▲ $122,596$150$2,027,009
2017$1,905,920$5,045▲ $124,639-$1,959,312
2016$1,730,681$43,741▲ $179,712-$1,905,920
2015$1,618,137$143,550▲ $34,519-$1,730,681
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Mark CarraherDirectorchairperson
Pete LeslieDirectorvice Chairperson
Robert SmithDirector
Tammy DiessnerDirector
Mary GlesingerDirectorassistant Treasurer
Dennis BauerDirectorsecretary
Rev Antony ThekkekaraDirectortreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,200,482
Program Service Revenue
$0
Investment Income
$163,882
Other Revenue
$0
All Other Contributions
$1,200,482
Change in Net Assets
$1,240,575

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$470,819Fair Market Value (FMV)
Other Non Cash Contri Table2$297,458Cash Surrender Value
Total Noncash Contributions3$768,277-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$90,000
Other Expenses$28,789
Total Fundraising Expense$5,060
Professional Fundraising Fees$5,000
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$90,000--$90,000
Insurance-$24,727-$24,727
Fees for Services Professional Fundraising--$5,000$5,000
Fees for Service Investment Mgmnt Fees-$3,010-$3,010
Depreciation Depletion-$300-$300
Fees for Services Other--$60$60
Other Expenses-$15-$15
Total Functional Expenses$90,000$28,729$5,060$123,789
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Spalding AcademySpalding, NE501c3Operating expenses to educate students$90,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$5,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Spalding Academy$70,050
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Board members were provided a copy of the 990 prior to the filing of the return. The board approved the 990 at a subsequent meeting.”

Governing documents etc available to public Part VI line 19

“The organizations governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Spalding Academy Endowment Foundation Inc
EIN
36-3499977
Address
PO BOX 310, SPALDING, NE 68665

Signing Officer

Name
Mary Glesinger
Title
Directorassist
Phone
3084972662
Signed
2020-10-04

Organization Details

Principal Officer
Mark Carraher
Formed
1986
Legal Domicile
Ne
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
8
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Booked the cash surrender value of life insurance which was donated in prior years but not recorded.”

Financial Statement Notes

General Explanation Attachment

“Part v endowment fund schedule line 1b contributions for column a current year includes $12,355 of cash surrender value of life insurance policies booked in this fiscal year but donated in years prior to the fiscal year ended june 30, 2019.”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION RECEIVED A $770,819 UNUSUAL GRANT IN FISCAL YEAR ENDED JUNE 30, 2020 CONSISTING OF CASH AND MARKETABLE SECURITIES. THE GRANT WAS UNEXPECTED AND WAS NOT MADE BY A PERSON WHO CREATED THE ORGANIZATION; WAS A SUBSTANTIAL CONTRIBUTOR BEFORE THE DONATION; OR WAS IN A POSITION OF AUTHORITY OR HAD THE ABILITY TO EXERCISE CONTROL OVER THE ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION HAS PRIMARILY SOLICITED FUNDS FROM THE COMMUNITY THROUGH PERSONAL SOLICITATIONS DONE BY BOARD MEMBERS. ANNUALLY, A NEWSLETTER IS MAILED TO SPALDING ACADEMY ALUMNI RESIDING IN THE COMMUNITY AS WELL AS THROUGHOUT THE UNITED STATES. THE NEWSLETTER INCLUDES A PAGE WHICH REPORTS ON THE ENDOWMENT. THE REPORT INCLUDES THE FUND BALANCE, GIFTS MADE SINCE THE PREVIOUS NEWSLETTER, AND AN ADDRESS OF WHERE DONATIONS SHOULD BE MAILED TO. DONORS CAN CONTRIBUTE TO A GENERAL OR PREVIOUSLY NAMED ENDOWMENT FUND OR HONOR A LOVED ONE OR FAMILY BY STARTING A NEWLY NAMED FUND BY GIFTING A MINIMUM OF $5,000. IN NOVEMBER OF 2019, THE ORGANIZATION CONTRACTED WITH AN INDIVIDUAL WITH FUNDRAISING EXPERIENCE TO PERSONALLY MEET WITH RESIDENTS OF THE COMMUNITY. THE INDIVIDUAL HAD MUCH SUCCESS SOLICITING DONATIONS. ONE OF THE DONATIONS WAS FOR A $200,000 MATCHING FUND. A FLYER PROMOTING THIS FUND WAS INCLUDED WITH THE ALUMNI NEWSLETTER. PROGRESS UPDATES AND SOLICITATION OF FUNDS TO REACH THE MATCH ARE MAILED TO ALUMNI PERIODICALLY AND INCLUDED IN THE CHURCH BULLETIN. GIFTS TO THIS FUND WERE MADE BY COMMUNITY MEMBERS, FORMER PARISH PRIESTS, AND ALUMNI. THERE ARE OTHER FACTORS SUPPORTING THE 10% FACTS AND CIRCUMSTANCES TEST. PART OF THE REASON THE ORGANIZATIONS SUPPORT IS LOW IS BECAUSE IT RECEIVES A HIGH PERCENTAGE OF ITS TOTAL SUPPORT FROM INVESTMENT INCOME FROM ITS ENDOWMENT FUNDS (24.53% IN 2019 AND 43.77% IN 2018). FUNDS WHICH WERE CONTRIBUTED TO THE ORGANIZATION BY MORE THAN 400 DONORS SINCE ITS INCEPTION, INCLUDING 34 DONORS DURING THE FISCAL-YEAR ENDED JUNE 30, 2020. THE ORGANIZATIONS GOVERNING BODY REPRESENTS THE BROAD INTERESTS OF THE PUBLIC AND CONSISTS OF LOCAL BUSINESSMEN, FARMERS, A CERTIFIED PUBLIC ACCOUNTANT, AND A ROMAN CATHOLIC PRIEST/SCHOOL ADMINISTRATOR. AS PER ITS BYLAWS, THE ORGANIZATION DOES NOT HAVE ANY MEMBERS; ANYONE WISHING TO SUPPORT A CATHOLIC EDUCATION IN THE COMMUNITY IS WELCOME TO DO SO. LASTLY, THE ORGANIZATION HAS RELIED ON ITS STATUS AS A PUBLICLY SUPPORTED ORGANIZATION HAVING RECEIVED A DETERMINATION LETTER, WHICH CLASSIFIED THE ORGANIZATION AS PUBLICLY SUPPORTED AS DESCRIBED IN SECTIONS 509(a)(1) & 170(b)(1)(A)(vi).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Unusual grants Part II or Part III line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc110 Facts and Circumstances Test Part II line 17a or 17b
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0429663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt033045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt043741
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0143550
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0655044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt049730
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt045562
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt041699
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039562
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt036227
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0212780
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.17910
IRS990ScheduleA/PublicSupportPY170Pct00.18530
IRS990ScheduleA/PublicSupportTotal170Amt0155466
IRS990ScheduleA/SubstantialContributorsTotAmt0499578
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0429663
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt033045
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05045
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt043741
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0143550
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0655044
IRS990ScheduleA/TotalSupportAmt0867824
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt032827
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02027009
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01212836
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03164359
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt090000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt047641
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0300
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt02793
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01959311
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt033045
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02027009
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt085000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0122596
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0150
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01292
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01905920
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt05045
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01959312
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt075000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0124639
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01730681
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt043741
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01905920
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt048214
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0179712
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01618137
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0143550
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01730681
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt065525
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt034519
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01050
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0450
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01500
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0588085
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH SURRENDER VALUE LIFE INSURANCE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt070050
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SPALDING ACADEMY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.78000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART V ENDOWMENT FUND SCHEDULE LINE 1B CONTRIBUTIONS FOR COLUMN A CURRENT YEAR INCLUDES $12,355 OF CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES BOOKED IN THIS FISCAL YEAR BUT DONATED IN YEARS PRIOR TO THE FISCAL YEAR ENDED JUNE 30, 2019.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0General Explanation Attachment
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.22000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01050
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0588085
IRS990ScheduleD/TotalLiabilityAmt070050
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt090000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Operating expenses to educate students
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SPALDING ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0470403978
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 310
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SPALDING
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NE
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd068665
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS PROCEDURES FOR ELIGIBILITY AND SELECTION CRITERIA ARE CONTAINED IT IS BY-LAWS. PER THE BY-LAWS, THE BOARD OF DIRECTORS SHALL AT LEAST ANNUALLY OR MORE OFTEN, PAY THE INCOME ONLY, AND NOT THE PRINCIPAL, FOR THE USE AND BENEFIT OF SPALDING ACADEMY. THE BOARD ANNUALLY REVIEWS SPALDING ACADEMYS BUDGET TO DETERMINE THE AMOUNT OF THE GRANT REQUESTED AND AWARDED. THE BOARD ALSO REVIEWS THE INCOME AND EXPENSE REPORTS PROVIDED BY SPALDING ACADEMY TO ENSURE THAT THE AMOUNT AWARDED IS USED FOR PROPER EXPENDITURES. NEWLY NAMED FUNDS IN THE FISCAL YEAR-ENDED JUNE 30, 2020 ALLOW FOR PRINCIPAL TO BE SPENT FOR TEACHER SALARIES, TO SUPPLEMENT MUSIC AND EXTRA-CURRICULAR ACTIVITIES AND TO HIRE A DEVELOPMENT DIRECTOR. TO DATE, NO GRANT REQUESTS HAVE BEEN MADE FROM THESE FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt02
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0CSV LIFE INSURANCE
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0CASH SURRENDER VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0297458
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0470819
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION SUBCONTRACTED WITH AN INDIVIDUAL IN 2019 TO RAISE FUNDS. DURING THE YEAR-ENDED JUNE 30, 2020, HE SOLICITED, BUT DID NOT SELL, PUBLICLY TRADED SECURITIES AND LIFE INSURANCE POLICIES WHICH HAD A CASH SURRENDER VALUE.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0Third party arrangements (Part I, line 32b)
IRS990ScheduleM/ThirdPartiesUsedInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS WERE PROVIDED A COPY OF THE 990 PRIOR TO THE FILING OF THE RETURN. THE BOARD APPROVED THE 990 AT A SUBSEQUENT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOOKED THE CASH SURRENDER VALUE OF LIFE INSURANCE WHICH WAS DONATED IN PRIOR YEARS BUT NOT RECORDED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Explanation of other changes in net assets or fund balances Part XI line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02027009
IRS990/TotalAssetsEOYAmt03234409
IRS990/TotalAssetsGrp/BOYAmt02027009
IRS990/TotalAssetsGrp/EOYAmt03234409
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01200482
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05060
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028729
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt090000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0123789
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt070050
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt070050
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02027009
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03164359
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt090000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0163882
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01364364
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02027009
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03234409
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY GLESINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTORASSIST
ReturnHeader/BusinessOfficerGrp/PhoneNum03084972662
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SPALDING ACADEMY ENDOWMENT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SPAL
ReturnHeader/Filer/EIN0363499977

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,234,409
Liabilities
$70,050
Net assets
$3,164,359
Revenue
$1,364,364
Expenses
$123,789
Net income
$1,240,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.85$0.00$3.85$0.32$0.20$0.11
2024Detailed filing. Detailed filing data is available for this year.$3.80$0.18$3.62$0.16$0.18$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.61$0.18$3.43$0.20$0.18$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.37$0.18$3.20$0.29$0.19$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.99$0.17$3.82$0.45$0.22$0.23
2020Detailed filing. Detailed filing data is available for this year.$3.23$0.07$3.16$1.36$0.12$1.24
2019Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.13$0.09$0.04
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