Civic Intelligence

St Basil Educational Endowment

990 • Fiscal year 2019 • EIN 38-2463649

Oct 01, 2018 to Sep 30, 2019 • Filed on Jan 29, 2020

Organization ProfileN/A
PO Box 522South Haven, MI 49090

(269) 637-9143

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$485,636

Down $10,124 (-2.0%) from 2018

Net Assets

Down

$450,636

Down $10,124 (-2.2%) from 2018

Liabilities

Flat

$35,000

Flat from 2018

Revenue And Expenses

Revenue

Up

$28,645

Up $1,820 (+6.8%) from 2018

Expenses

Up

$38,769

Up $2,203 (+6.0%) from 2018

Net Income

Down

-$10,124

Down $383 (-3.9%) from 2018

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $635,414Liabilities 2010: $25,000Net Assets 2010: $610,4142010Assets 2011: $614,697Liabilities 2011: $35,000Net Assets 2011: $579,6972011Assets 2012: $628,727Liabilities 2012: $35,000Net Assets 2012: $593,7272012Assets 2013: $558,616Liabilities 2013: $35,000Net Assets 2013: $523,6162013Assets 2014: $547,571Liabilities 2014: $65,000Net Assets 2014: $482,5712014Assets 2015: $455,857Liabilities 2015: $65,000Net Assets 2015: $390,8572015Assets 2016: $468,242Liabilities 2016: $35,000Net Assets 2016: $433,2422016Assets 2017: $481,233Liabilities 2017: $35,000Net Assets 2017: $446,2332017Assets 2018: $495,760Liabilities 2018: $35,000Net Assets 2018: $460,7602018Assets 2019: $485,636Liabilities 2019: $35,000Net Assets 2019: $450,6362019Assets 2020: $489,671Liabilities 2020: $35,000Net Assets 2020: $454,6712020Assets 2021: $584,223Liabilities 2021: $35,000Net Assets 2021: $549,2232021Assets 2023: $520,957Liabilities 2023: $15,000Net Assets 2023: $505,9572023Assets 2024: $629,136Liabilities 2024: $0Net Assets 2024: $629,1362024

Highlighted filing

2019

Assets$485,636
Liabilities$35,000
Net Assets$450,636
Open 2019 Filing

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2010: $38,710Expenses 2010: $25,283Net Income 2010: $13,4272010Expenses 2011: $45,4002011Expenses 2012: $35,1322012Revenue 2013: $25,071Expenses 2013: $95,182Net Income 2013: -$70,1112013Revenue 2014: $24,144Expenses 2014: $65,189Net Income 2014: -$41,0452014Revenue 2015: $19,695Expenses 2015: $95,272Net Income 2015: -$75,5772015Revenue 2016: $23,424Expenses 2016: $6,769Net Income 2016: $16,6552016Revenue 2017: $25,733Expenses 2017: $36,779Net Income 2017: -$11,0462017Revenue 2018: $26,825Expenses 2018: $36,566Net Income 2018: -$9,7412018Revenue 2019: $28,645Expenses 2019: $38,769Net Income 2019: -$10,1242019Revenue 2020: $8,546Expenses 2020: $35,952Net Income 2020: -$27,4062020Revenue 2021: $55,975Expenses 2021: $35,927Net Income 2021: $20,0482021Revenue 2023: $66,512Expenses 2023: $2,463Net Income 2023: $64,0492023Revenue 2024: $31,027Expenses 2024: $5,675Net Income 2024: $25,3522024

Highlighted filing

2019

Revenue$28,645
Expenses$38,769
Net Income-$10,124
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jan 29, 2020
Return Version
2018v3.1
Gross Receipts
$28,645
Mission and Program Overview

Mission

Providing funds to augment the financial support of saint basil catholic school

Providing funds to augment the financial support of saint basil school in south haven, mi.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$433,617$454,395▲ $20,778
Savings and Temporary Cash Investments$56,850$24,156▼ $32,694
Cash and Non-Interest-Bearing Accounts$5,293$7,085▲ $1,792
Total Assets$495,760$485,636▼ $10,124
Liabilities
Grants Payable$35,000$35,000→ $0
Total Liabilities$35,000$35,000→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$460,760$450,636▼ $10,124
Total Net Assets Fund Balance$460,760$450,636▼ $10,124
Total Liabilities and Net Assets / Fund Balance$495,760$485,636▼ $10,124

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$254,713--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$454,395$4,948▲ $21,391-$445,578
2018$433,380$54,229▲ $23,268-$475,374
2017$408,113$5,050▲ $24,039-$401,950
2016$420,856$8,732▲ $13,704-$408,113
Compensation and Service Providers

Board Members and Trustees

NameTitle
Frank OvertonPresident
Jim MarcouxDirector
Phil BossDirector
Steve EndresDirector
Megan AkramiSecretary
Christina FilbrandtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,948
Program Service Revenue
$0
Investment Income
$23,697
Other Revenue
$0
All Other Contributions
$4,948
Change in Net Assets
$-10,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$38,000
Other Expenses$769
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$38,000--$38,000
Fees for Service Investment Mgmnt Fees-$613-$613
Office Expenses$120--$120
All Other Expenses$36--$36
Total Functional Expenses$38,156$613$0$38,769
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Saint Basil Catholic SchoolSouth Haven, MI501c3Assistance$35,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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

“The board reviews the form 990 at a meeting”

Governing documents etc available to public Part VI line 19

“The organization provides copies of policies and tax returns upon request to a board member.”

Filing and Contact Details

Filer

Filer Name
St Basil Educational Endowment
EIN
38-2463649
Address
PO BOX 522, SOUTH HAVEN, MI 49090

Signing Officer

Name
Frank Overton
Title
Officer
Signed
2020-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Overton
Formed
1982
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Roberta a Otto CPA Plc
Address
352 BLUE STAR HIGHWAY, SOUTH HAVEN, MI 49090
Preparer
Roberta Otto
Phone
2696392255
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ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$485,636
Liabilities
$35,000
Net assets
$450,636
Revenue
$28,645
Expenses
$38,769
Net income
-$10,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.29$0.00$6.29$0.31$0.06$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.15$5.06$0.67$0.02$0.64
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.84$0.35$5.49$0.56$0.36$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.90$0.35$4.55$0.09$0.36$0.27
2019Detailed filing. Detailed filing data is available for this year.$4.86$0.35$4.51$0.29$0.39$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.96$0.35$4.61$0.27$0.37$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$0.35$4.46$0.26$0.37$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.68$0.35$4.33$0.23$0.07$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.65$3.91$0.20$0.95$0.76
2014Detailed filing. Detailed filing data is available for this year.$5.48$0.65$4.83$0.24$0.65$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.59$0.35$5.24$0.25$0.95$0.70
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.29$0.35$5.94$0.35
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.15$0.35$5.80$0.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.35$0.25$6.10$0.39$0.25$0.13