Civic Intelligence

The O'Fallon High School Endowment Fund Ltd

990 • Fiscal year 2013 • EIN 37-1384370

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 03, 2014

Organization ProfileWWW.OTHSENDOWMENTFUND.ORG
852 Cambridge BlvdRoom/Suite 10062269

(618) 632-7574

Siviq Scores

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

Liabilities / Assets

45th percentile

0.03x

Higher debt load relative to assets than 45% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

74th percentile

0.23x

Higher debt load relative to revenue than 74% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$658,574

Up $80,569 (+14%) from 2012

Net Assets

Up

$636,470

Up $77,904 (+14%) from 2012

Liabilities

Up

$22,104

Up $2,665 (+14%) from 2012

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin91st percentile

Revenue

$96,591

No earlier filing loaded for comparison.

Expenses

Up

$48,015

Up $4,464 (+10%) from 2012

Net Income

$48,576

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $520,001Liabilities 2010: $1,570Net Assets 2010: $518,4312010Assets 2012: $578,005Liabilities 2012: $19,439Net Assets 2012: $558,5662012Assets 2013: $658,574Liabilities 2013: $22,104Net Assets 2013: $636,4702013Assets 2015: $711,960Liabilities 2015: $22,213Net Assets 2015: $689,7472015Assets 2016: $774,137Liabilities 2016: $21,267Net Assets 2016: $752,8702016Assets 2017: $869,503Liabilities 2017: $20,319Net Assets 2017: $849,1842017Assets 2021: $1,295,924Liabilities 2021: $0Net Assets 2021: $1,295,9242021Assets 2024: $1,477,136Liabilities 2024: $0Net Assets 2024: $1,477,1362024

Highlighted filing

2013

Assets$658,574
Liabilities$22,104
Net Assets$636,470
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Expenses 2010: $21,1932010Expenses 2012: $43,5512012Revenue 2013: $96,591Expenses 2013: $48,015Net Income 2013: $48,5762013Revenue 2015: $100,685Expenses 2015: $42,869Net Income 2015: $57,8162015Revenue 2016: $64,297Expenses 2016: $52,632Net Income 2016: $11,6652016Revenue 2017: $98,147Expenses 2017: $50,332Net Income 2017: $47,8152017Revenue 2021: $100,867Expenses 2021: $11,927Net Income 2021: $88,9402021Revenue 2024: $112,890Expenses 2024: $54,453Net Income 2024: $58,4372024

Highlighted filing

2013

Revenue$96,591
Expenses$48,015
Net Income$48,576
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 3, 2014
Return Version
2013v3.1
Gross Receipts
$272,431
Mission and Program Overview

Mission

Support efforts to enrich and supplement the regular educational programs offered students of o'fallon high school district no. 203, st. Clair county, illinois.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$510,621$582,977▲ $72,356
Savings and Temporary Cash Investments$47,946$75,159▲ $27,213
Cash and Non-Interest-Bearing Accounts$19,438$438▼ $19,000
Total Assets$578,005$658,574▲ $80,569
Liabilities
Other Liabilities$19,439$22,104▲ $2,665
Total Liabilities$19,439$22,104▲ $2,665
Net Assets / Fund Balance
Permanently Rstr Net Assets$353,712$353,712→ $0
Unrestricted Net Assets$204,854$282,758▲ $77,904
Total Net Assets Fund Balance$558,566$636,470▲ $77,904
Total Liabilities and Net Assets / Fund Balance$578,005$658,574▲ $80,569

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$6,810$6,810
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Erin BaskettPresident
Dennis GrimmerDirector
Douglas DistlerDirector
Eric Van HookDirector
Kent ZimmermanDirector
Rob ColeDirector
Russell ThomanDirector
Ryan BrownDirector
Jodi CaticchioSecretary
Polly StoverTreasurer
Clay BuchnerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$39,276
Program Service Revenue
$0
Investment Income
$53,187
Other Revenue
$4,128
All Other Contributions
$39,276
Change in Net Assets
$48,576
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$43,204
Other Expenses$4,811
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$36,514--$36,514
Grants to Domestic Individuals$6,690--$6,690
Fees for Services Accounting-$3,995-$3,995
Insurance-$648-$648
Advertising$132--$132
Other Expenses-$11-$11
Total Functional Expenses$43,336$4,679$0$48,015
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
37-6004523---$36,514
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,390
Fundraising Direct Expenses$1,262
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bosworth Scholarship Fund Payable$22,104
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
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

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Furnished upon written request”

Filing and Contact Details

Filer

EIN
37-1384370

Signing Officer

Name
Erin Baskett
Title
President
Signed
2014-06-03

Organization Details

Formed
1999
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Preparer
Jamie R Dressler CPA Mba
Phone
6186327574
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gain on investments 29,328”

Raw XML Appendix378 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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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06690
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/CashGrantAmt036514
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10O'FALLON TOWNSHIP HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0376004523
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10600 S SMILEY ST
IRS990ScheduleI/RecipientTable/USAddress/City0OFALLON
IRS990ScheduleI/RecipientTable/USAddress/State0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode062269
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FURNISHED UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENTS 29,328
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0578005
IRS990/TotalAssetsEOYAmt0658574
IRS990/TotalAssetsGrp/BOYAmt0578005
IRS990/TotalAssetsGrp/EOYAmt0658574
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt039276
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04679
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt043336
IRS990/TotalFunctionalExpensesGrp/TotalAmt048015
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019439
IRS990/TotalLiabilitiesEOYAmt022104
IRS990/TotalLiabilitiesGrp/BOYAmt019439
IRS990/TotalLiabilitiesGrp/EOYAmt022104
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0558566
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0636470
IRS990/TotalProgramServiceExpensesAmt043336
IRS990/TotalRevenueGrp/ExclusionAmt057315
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt096591
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0578005
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0658574
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0204854
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0282758
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIN BASKETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE O'FALLON HIGH SCHOOL ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine20FUND LTD
ReturnHeader/Filer/BusinessNameControlTxt0OFAL
ReturnHeader/Filer/EIN0371384370
ReturnHeader/Filer/USAddress/AddressLine10852 CAMBRIDGE BLVD
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 100
ReturnHeader/Filer/USAddress/City0OFALLON
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode062269
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DIEL & FORGUSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10852 CAMBRIDGE BLVD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0O FALLON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0622691957
ReturnHeader/PreparerPersonGrp/PhoneNum06186327574
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE R DRESSLER CPA MBA
ReturnHeader/ReturnTs02014-06-20T14:15:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$658,574
Liabilities
$22,104
Net assets
$636,470
Revenue
$96,591
Expenses
$48,015
Net income
$48,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.11$0.05$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$0.10$0.01$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.02$0.85$0.10$0.05$0.05
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.02$0.75$0.06$0.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.02$0.69$0.10$0.04$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.66$0.02$0.64$0.10$0.05$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.02$0.56$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.02