Civic Intelligence

St Mary School Endowment Foundation

EIN 38-3416294 • 501(c)3 • Lake Leelanau, MI

Profile

To solicit, secure and provide funds for scholarships and educational expenses for st. Mary school, lake leelanau, mi.

307 South St Mary Street PO Box 6Lake Leelanau, MI 49653

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

65th percentile

9.5%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

121%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$4,983,086

Up $432,422 (+9.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,983,086

Up $432,422 (+9.5%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin90th percentile

Revenue

Up

$550,785

Up $301,357 (+121%) from 2023

Expenses

Up

$252,342

Up $37,309 (+17%) from 2023

Net Income

Up

$298,443

Up $264,048 (+768%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $868,718Liabilities 2010: $0Net Assets 2010: $868,7182010Assets 2011: $899,030Liabilities 2011: $15Net Assets 2011: $899,0152011Assets 2012: $1,017,769Liabilities 2012: $15Net Assets 2012: $1,017,7542012Assets 2013: $1,132,720Liabilities 2013: $0Net Assets 2013: $1,132,7202013Assets 2014: $1,459,972Liabilities 2014: $0Net Assets 2014: $1,459,9722014Assets 2015: $1,563,261Liabilities 2015: $0Net Assets 2015: $1,563,2612015Assets 2016: $1,705,382Liabilities 2016: $152Net Assets 2016: $1,705,2302016Assets 2017: $2,083,976Liabilities 2017: $0Net Assets 2017: $2,083,9762017Assets 2018: $2,157,796Liabilities 2018: $0Net Assets 2018: $2,157,7962018Assets 2019: $2,471,406Liabilities 2019: $0Net Assets 2019: $2,471,4062019Assets 2022: $4,124,555Liabilities 2022: $0Net Assets 2022: $4,124,5552022Assets 2023: $4,550,664Liabilities 2023: $0Net Assets 2023: $4,550,6642023Assets 2024: $4,983,086Liabilities 2024: $0Net Assets 2024: $4,983,0862024

Highlighted filing

2024

Assets$4,983,086
Liabilities$0
Net Assets$4,983,086
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.5M$1.0M$500K$0Expenses 2010: $33,6862010Expenses 2011: $33,8022011Expenses 2012: $41,6992012Revenue 2013: $85,264Expenses 2013: $43,808Net Income 2013: $41,4562013Revenue 2014: $361,853Expenses 2014: $45,590Net Income 2014: $316,2632014Revenue 2015: $275,727Expenses 2015: $55,217Net Income 2015: $220,5102015Revenue 2016: $115,493Expenses 2016: $79,173Net Income 2016: $36,3202016Revenue 2017: $335,057Expenses 2017: $84,365Net Income 2017: $250,6922017Revenue 2018: $352,983Expenses 2018: $103,397Net Income 2018: $249,5862018Revenue 2019: $172,558Expenses 2019: $109,563Net Income 2019: $62,9952019Revenue 2022: $1,350,849Expenses 2022: $182,550Net Income 2022: $1,168,2992022Revenue 2023: $249,428Expenses 2023: $215,033Net Income 2023: $34,3952023Revenue 2024: $550,785Expenses 2024: $252,342Net Income 2024: $298,4432024

Highlighted filing

2024

Revenue$550,785
Expenses$252,342
Net Income$298,443
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,983,086
Liabilities
$0
Net assets
$4,983,086
Revenue
$550,785
Expenses
$252,342
Net income
$298,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.55$0.25$0.30
2023Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.25$0.22$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$1.35$0.18$1.17
2019Summary only. Only limited summary data is available for this year.$2.47$0.00$2.47$0.17$0.11$0.06
2018Summary only. Only limited summary data is available for this year.$2.16$0.00$2.16$0.35$0.10$0.25
2017Summary only. Only limited summary data is available for this year.$2.08$0.00$2.08$0.34$0.08$0.25
2016Summary only. Only limited summary data is available for this year.$1.71$0.00$1.71$0.12$0.08$0.04
2015Summary only. Only limited summary data is available for this year.$1.56$0.00$1.56$0.28$0.06$0.22
2014Summary only. Only limited summary data is available for this year.$1.46$0.00$1.46$0.36$0.05$0.32
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.09$0.04$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$1,199,914
Mission and Program Overview

Mission

To solicit, secure and provide funds for scholarships and educational expenses for st. Mary school, lake leelanau, mi.

To provide support for st. Mary school in lake leelanau, michigan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,550,664$4,983,086▲ $432,422
Investments Other Securities$4,538,326$4,965,950▲ $427,624
Savings and Temporary Cash Investments$12,338$17,136▲ $4,798
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$4,550,664$4,983,086▲ $432,422
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,550,664$4,983,086▲ $432,422
Total Liabilities and Net Assets / Fund Balance$4,550,664$4,983,086▲ $432,422

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,965,950--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Nancy FaresePresident
Tom AlflenVice-president
Tim SchaubBoard Member
Lori SchaubAssistant Treasurer
J Peter MillerSecretary
Michael BeanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$185,616
Program Service Revenue
$0
Investment Income
$365,169
Other Revenue
$0
All Other Contributions
$185,616
Change in Net Assets
$298,443
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$204,476
Other Expenses$47,866
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$204,476--$204,476
Fees for Service Investment Mgmnt Fees-$40,081-$40,081
Advertising-$3,135-$3,135
Insurance-$2,530-$2,530
Fees for Services Accounting-$2,020-$2,020
Office Expenses-$100-$100
Total Functional Expenses$204,476$47,866$0$252,342
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Mary SchoolLake Leelanau, MI501 (c)(3)School Operations and Program Support$146,994
St Mary SchoolLake Leelanau, MI501 (c)(3)Scholarships$57,482
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
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, Part VI, Section B, Line 11B

“Provided to board by email”

Form 990, Part VI, Section C, Line 19

“People requesting can view documents during business hours at the location listed on the return.”

Filing and Contact Details

Filer

Filer Name
St Mary School Endowment Foundation
EIN
38-3416294
Phone
2312569676
Address
307 SOUTH ST MARY STREET PO BOX 6, LAKE LEELANAU, MI 49653

Signing Officer

Name
Lori a Schaub
Title
Business Manager
Phone
2312569676
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori a Schaub
Formed
1998
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Dgn LLC
Address
PO BOX 947, TRAVERSE CITY, MI 49685-0947
Preparer
Heidi M Wendel
Phone
2319461722
Raw XML Appendix351 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/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOOL OPERATIONS AND PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST MARY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST MARY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0381443387
IRS990ScheduleI/RecipientTable/RecipientEIN1381443387
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 304
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 304
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAKE LEELANAU
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LAKE LEELANAU
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049653
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd149653
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDED TO BOARD BY EMAIL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PEOPLE REQUESTING CAN VIEW DOCUMENTS DURING BUSINESS HOURS AT THE LOCATION LISTED ON THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04550664
IRS990/TotalAssetsEOYAmt04983086
IRS990/TotalAssetsGrp/BOYAmt04550664
IRS990/TotalAssetsGrp/EOYAmt04983086
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0185616
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047866
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0204476
IRS990/TotalFunctionalExpensesGrp/TotalAmt0252342
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04550664
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04983086
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0204476
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0365169
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0550785
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04550664
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04983086
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0307 SOUTH ST MARY STREET PO BOX 6
IRS990/USAddress/CityNm0LAKE LEELANAU
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049653
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI A SCHAUB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum02312569676
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARY SCHOOL ENDOWMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0383416294
ReturnHeader/Filer/PhoneNum02312569676
ReturnHeader/Filer/USAddress/AddressLine1Txt0307 SOUTH ST MARY STREET PO BOX 6
ReturnHeader/Filer/USAddress/CityNm0LAKE LEELANAU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049653
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202349670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DGN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 947
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TRAVERSE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0496850947
ReturnHeader/PreparerPersonGrp/PhoneNum02319461722
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEIDI M WENDEL
ReturnHeader/ReturnTs02025-05-13T12:27:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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