Civic Intelligence

Assumption Alumni Educational Resources Association

990EZ • Fiscal year 2023 • EIN 37-1261537

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

5501 Concordia Church RoadBelleville, IL 62220

(563) 449-4166

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

62nd percentile

8.3%

Faster asset growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

5.2%

Faster revenue growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$107,878

Up $8,270 (+8.3%) from 2022

Net Assets

Up

$107,878

Up $8,270 (+8.3%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$33,058

Up $1,628 (+5.2%) from 2022

Expenses

Up

$24,788

Up $472 (+1.9%) from 2022

Net Income

Up

$8,270

Up $1,156 (+16%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2019: $95,644Net Assets 2019: $95,6442019Assets 2020: $92,164Net Assets 2020: $92,1642020Assets 2021: $92,494Net Assets 2021: $92,4942021Assets 2022: $99,608Net Assets 2022: $99,6082022Assets 2023: $107,878Net Assets 2023: $107,8782023Assets 2024: $112,324Net Assets 2024: $112,3242024

Highlighted filing

2023

Assets$107,878
Liabilities-
Net Assets$107,878

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2019: $35,310Expenses 2019: $40,019Net Income 2019: -$4,7092019Revenue 2020: $32,823Expenses 2020: $36,303Net Income 2020: -$3,4802020Revenue 2021: $31,492Expenses 2021: $31,162Net Income 2021: $3302021Revenue 2022: $31,430Expenses 2022: $24,316Net Income 2022: $7,1142022Revenue 2023: $33,058Expenses 2023: $24,788Net Income 2023: $8,2702023Revenue 2024: $30,260Expenses 2024: $25,814Net Income 2024: $4,4462024

Highlighted filing

2023

Revenue$33,058
Expenses$24,788
Net Income$8,270
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Gross Receipts
$50,785
Mission and Program Overview

Mission

Raise funds for scholarships

Program Services

DescriptionGrantsExpenses
PROVIDE FUNDS FOR SCHOLARSHIPS FOR AREA CATHOLIC HIGH SCHOOLS$24,000$24,788
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J BERNEKINGPresident-$0--
DOUG LOBSTEINVice Preside-$0--
BOB HANSONSecretary-$0--
JACK KUEBELTreasurer-$0--
TOM MAZIARZChairman-$0--
TOM PUTZDirector-$0--
CHRIS JOHNSTONDirector-$0--
DENNIS BARICEVICDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournement$25,281$25,281$17,727$7,554
Total Events$25,281$25,281$17,727$7,554
Filing and Contact Details

Filer

Filer Name
Assumption Alumni Educational
EIN
37-1261537
Phone
5634494166
Address
5501 CONCORDIA CHURCH ROAD, BELLEVILLE, IL 62220

Signing Officer

Name
Jack Kuebel
Title
Treasurer
Phone
6184074926
Signed
2024-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Creason-edwards & Cimarolli
Address
2810 FRANK SCOTT PKWY W STE 704, BELLEVILLE, IL 62223
Preparer
David M Cimarolli CPA
Phone
6182331001
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: althoff catholic high school address: 5401 w. Main street belleville, il 62226 cash contribution: 9,750 name: father mcgivney catholic high sch address: 7190 bouse road glen carbon, il 62034 cash contribution: 11,250

Form 990-ez, Part I, Line 16

Expenses postage 221 bank charge - check order 16 website 210 taxes/licenses 194 miscellaneous 147 total 788

Raw XML Appendix189 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0788
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt033058
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SELECTIONS ARE MADE BY THE DIRECTORS BASED ON APPLICATIONS AND REQUESTS RECEIVED. STUDENTS ARE SELECTED BASED UPON FINANCIAL NEED ACADEMIC PERFORMANCE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt025000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: ALTHOFF CATHOLIC HIGH SCHOOL ADDRESS: 5401 W. MAIN STREET BELLEVILLE, IL 62226 CASH CONTRIBUTION: 9,750 NAME: FATHER MCGIVNEY CATHOLIC HIGH SCH ADDRESS: 7190 BOUSE ROAD GLEN CARBON, IL 62034 CASH CONTRIBUTION: 11,250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES POSTAGE 221 BANK CHARGE - CHECK ORDER 16 WEBSITE 210 TAXES/LICENSES 194 MISCELLANEOUS 147 TOTAL 788
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06184074926
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSUMPTION ALUMNI EDUCATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RESOURCE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ASSU
ReturnHeader/Filer/EIN0371261537
ReturnHeader/Filer/PhoneNum05634494166
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02810 FRANK SCOTT PKWY W STE 704
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVILLE
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M CIMAROLLI CPA
ReturnHeader/ReturnTs02024-05-13T11:02:51-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JACK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KUEBEL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings