Civic Intelligence

St. Mary School Endowment Foundation Inc.

990 • Fiscal year 2013 • EIN 38-3416294

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 22, 2014

Organization ProfileN/A
307 South St Mary StreetLake Leelanau, MI 49653

(231) 256-9670

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M 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 / Assets12th percentile

Assets

Up

$1,132,720

Up $114,951 (+11%) from 2012

Net Assets

Up

$1,132,720

Up $114,966 (+11%) from 2012

Liabilities

Down

$0

Down $15 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin90th percentile

Revenue

$85,264

No earlier filing loaded for comparison.

Expenses

Up

$43,808

Up $2,109 (+5.1%) from 2012

Net Income

$41,456

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.

$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

2013

Assets$1,132,720
Liabilities$0
Net Assets$1,132,720
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$85,264
Expenses$43,808
Net Income$41,456
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 22, 2014
Return Version
2013v3.1
Gross Receipts
$143,936
Mission and Program Overview

Mission

To Solicit, secure and provide

To Solicit, secure and provide funds for scholarships and educational expenses for St. Mary School, Lake Leelanau, MI

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,017,754$1,132,720▲ $114,966
Investments in Publicly Traded Securities$1,005,272$1,130,987▲ $125,715
Accounts Receivable$10,380--
Savings and Temporary Cash Investments$2,117$1,733▼ $384
Total Assets$1,017,769$1,132,720▲ $114,951
Liabilities
Accounts Payable and Accrued Expenses$15--
Total Liabilities$15$0▼ $15
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,017,754$1,132,720▲ $114,966
Total Liabilities and Net Assets / Fund Balance$1,017,769$1,132,720▲ $114,951
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Peggy KolarikPresident
Nancy FareseVice President
Cristal Guinan-wittmanDirector
Jean LacrossDirector
Jozell RexroatDirector
Tom AlflenSecretary
J Peter MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$57,649
Program Service Revenue
$0
Investment Income
$27,615
Other Revenue
$0
All Other Contributions
$57,649
Change in Net Assets
$41,456
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,984
Other Expenses$16,824
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,984--$26,984
Other Expenses$1,912$0$0$1,912
Fees for Services Accounting$0$500$0$500
Advertising$0$444$0$444
Office Expenses$0$48$0$48
Total Functional Expenses$42,816$992$0$43,808
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
38-1443387-501(c)3School Operations$14,772
38-1443387-501 (c)3Tuition Scholarships$5,148
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 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
Filing and Contact Details

Filer

EIN
38-3416294
Phone
2312569670

Signing Officer

Name
Peggy Kolarik
Title
President
Phone
2312569670
Signed
2014-04-22
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
6

Preparer

Preparer
Sonja Morton
Phone
2319353153
Supplemental Narrative

Additional Explanations

Pt VI, Line 1A

“Entire board are voting members”

Pt VI, Line 11B

“Provided to board during meeting”

Pt VI, Line 8A

“Meeting Minutes were taken by Secretary”

Pt VI, Line 8B

“Meeting Minutes were taken by Secretary”

Pt VI, Line 18

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

Form 990EZ, Part II, Line 24

“Due from st. Mary parish investments”

Form 990, Part III, Line 4D

“Professional development 392. 392. 0.”

Raw XML Appendix365 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/RecipientBusinessName/BusinessNameLine10St Mary School
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Guardian Angels Scholarship
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUE FROM ST. MARY PARISH INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROFESSIONAL DEVELOPMENT 392. 392. 0.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01017769
IRS990/TotalAssetsEOYAmt01132720
IRS990/TotalAssetsGrp/BOYAmt01017769
IRS990/TotalAssetsGrp/EOYAmt01132720
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt057649
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0992
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042816
IRS990/TotalFunctionalExpensesGrp/TotalAmt043808
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt015
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01017754
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01132720
IRS990/TotalOtherProgSrvcExpenseAmt0392
IRS990/TotalOtherProgSrvcGrantAmt0392
IRS990/TotalProgramServiceExpensesAmt042816
IRS990/TotalRevenueGrp/ExclusionAmt027615
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt085264
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01017769
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01132720
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10307 S ST MARY
IRS990/USAddress/City0LAKE LEELANAU
IRS990/USAddress/State0MI
IRS990/USAddress/ZIPCode049653
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PEGGY KOLARIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02312569670
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10ST MARY SCHOOL ENDOWMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0383416294
ReturnHeader/Filer/PhoneNum02312569670
ReturnHeader/Filer/USAddress/AddressLine10307 SOUTH ST MARY STREET
ReturnHeader/Filer/USAddress/City0LAKE LEELANAU
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049653
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SONJA MORTON EA TAX PREPARATION SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107154 LAKE LEELANAU DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TRAVERSE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0496849536
ReturnHeader/PreparerPersonGrp/PhoneNum02319353153
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SONJA MORTON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-08T17:35:29-07:00
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
$1,132,720
Liabilities
$0
Net assets
$1,132,720
Revenue
$85,264
Expenses
$43,808
Net income
$41,456
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