Civic Intelligence

St Michael Community Education Endowment Fund Inc

990 • Fiscal year 2012 • EIN 41-1790330

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

5301 Kyler Ave NERoom/Suite 10355301
Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2012 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

62nd percentile

5.7%

Faster asset growth than 62% of similar nonprofits.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$895,607

Up $48,336 (+5.7%) from 2011

Net Assets

Up

$895,607

Up $48,336 (+5.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$23,919

Down $6,022 (-20%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $811,540Liabilities 2010: $0Net Assets 2010: $811,5402010Assets 2011: $847,271Liabilities 2011: $0Net Assets 2011: $847,2712011Assets 2012: $895,607Liabilities 2012: $0Net Assets 2012: $895,6072012Assets 2013: $944,772Liabilities 2013: $0Net Assets 2013: $944,7722013Assets 2014: $951,095Liabilities 2014: $0Net Assets 2014: $951,0952014Assets 2015: $917,936Liabilities 2015: $0Net Assets 2015: $917,9362015Assets 2016: $976,121Liabilities 2016: $0Net Assets 2016: $976,1212016Assets 2017: $1,062,941Liabilities 2017: $0Net Assets 2017: $1,062,9412017Assets 2018: $947,871Liabilities 2018: $0Net Assets 2018: $947,8712018Assets 2019: $1,152,699Liabilities 2019: $0Net Assets 2019: $1,152,6992019Assets 2020: $1,114,166Liabilities 2020: $0Net Assets 2020: $1,114,1662020Assets 2021: $1,169,358Liabilities 2021: $0Net Assets 2021: $1,169,3582021Assets 2022: $1,034,642Liabilities 2022: $0Net Assets 2022: $1,034,6422022Assets 2023: $1,145,746Liabilities 2023: $0Net Assets 2023: $1,145,7462023Assets 2024: $1,230,460Liabilities 2024: $0Net Assets 2024: $1,230,4602024

Highlighted filing

2012

Assets$895,607
Liabilities$0
Net Assets$895,607

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $131,561Expenses 2010: $9,781Net Income 2010: $121,7802010Expenses 2011: $29,9412011Expenses 2012: $23,9192012Revenue 2013: $118,918Expenses 2013: $69,753Net Income 2013: $49,1652013Revenue 2014: $68,172Expenses 2014: $61,849Net Income 2014: $6,3232014Revenue 2015: $7,591Expenses 2015: $40,750Net Income 2015: -$33,1592015Revenue 2016: $71,832Expenses 2016: $13,391Net Income 2016: $58,4412016Revenue 2017: $137,976Expenses 2017: $51,156Net Income 2017: $86,8202017Revenue 2018: $91,070Expenses 2018: $64,219Net Income 2018: $26,8512018Revenue 2019: $134,880Expenses 2019: $37,507Net Income 2019: $97,3732019Revenue 2020: -$31,033Expenses 2020: $50,495Net Income 2020: -$81,5282020Revenue 2021: $2,770Expenses 2021: $64,715Net Income 2021: -$61,9452021Revenue 2022: $264Expenses 2022: $34,670Net Income 2022: -$34,4062022Revenue 2023: $326Expenses 2023: $40,170Net Income 2023: -$39,8442023Revenue 2024: $56Expenses 2024: $45,725Net Income 2024: -$45,6692024

Highlighted filing

2012

Revenue-
Expenses$23,919
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.1
Gross Receipts
$362,574
Mission and Program Overview

Mission

Provide financial assistance to local pre-k thru 8 catholic school. Hoping to lessen financial burden on individual families by providing funds to purchase technology or other academic needs deemed necessary by staff, to excel in educating children in our community.

Major Activities

Activity 2
Premium to maintain an insurance policy that, upon death, will provide beneficiary money to the endowment fund principle balance.
Filing and Contact Details

Filer

EIN
41-1790330
Raw XML Appendix332 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.

Path#Value
IRS990/AccountantCompileOrReview0false
IRS990/ActivitiesConductedPartnership0false
IRS990/Activity2/Description0PREMIUM TO MAINTAIN AN INSURANCE POLICY THAT, UPON DEATH, WILL PROVIDE BENEFICIARY MONEY TO THE ENDOWMENT FUND PRINCIPLE BALANCE.
IRS990/Activity2/Expense02500
IRS990/ActivityOrMissionDescription0PROVIDE FINANCIAL ASSISTANCE TO LOCAL K THRU 8 CATHOLIC SCHOOL. NOTE: GRADE 8 ADDED IN FALL 2012. HOPING TO LESSEN FINANCIAL BURDEN ON INDIVIDUAL FAMILIES BY PROVIDING FUNDS TO PURCHASE TECHNOLOGY OR OTHER ACADEMIC NEEDS DEEMED NECESSARY BY STAFF, TO EXCEL IN EDUCATING CHILDREN.
IRS990/ActivityOther/Description0IF INVESTMENT RESULTS ALLOW, THE ENDOWMENT FUND MAKES AN ANNUAL CONTRIBUTION TO THE ST MICHAEL CATHOLIC SCHOOL. IN 2012 THAT CONTRIBUTION WAS 13,000.
IRS990/ActivityOther/Expense013000
IRS990/ActivityOther/Grants013000
IRS990/AddressPrincipalOfficerUS/AddressLine105301 KYLER AVE NE 103
IRS990/AddressPrincipalOfficerUS/City0ALBERTVILLE
IRS990/AddressPrincipalOfficerUS/State0MN
IRS990/AddressPrincipalOfficerUS/ZIPCode055301
IRS990/AllOtherContributions08227
IRS990/BenefitsPaidToMembersCY00
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IRS990/ChangesToOrganizingDocs0false
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IRS990/ContributionsGrantsCurrentYear08227
IRS990/ContributionsGrantsPriorYear057544
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IRS990/Description0THE ENDOWMENT FUND PAYS FOR ACCOUNTING SERVICES 1600 ANNUALLY AND INVESTMENT FEES 6819; ALL IN ADMINISTRATIVE FUNCTIO OF THE ORGANIZATION. THESE ADMINISTRATIVE EXPENSES ARE ORDINARY AND NECESSARY EXPENSES IN OUR EFFORTS TO PROVIDE FINANCIAL SUPPORT TO THE LOCAL CATHOLIC SCHOOL VIA OUR INVESTMENT INCOME.
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IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
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IRS990/Form990PartVIISectionA/NamePerson4KEVIN ROSE
IRS990/Form990PartVIISectionA/NamePerson5STEVE SUSTACEK
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IRS990/Form990PartVIISectionA/OtherCompensation50
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/Title0DIRECTOR
IRS990/Form990PartVIISectionA/Title1DIRECTOR
IRS990/Form990PartVIISectionA/Title2TREASURER
IRS990/Form990PartVIISectionA/Title3PRESIDENT
IRS990/Form990PartVIISectionA/Title4V PRES
IRS990/Form990PartVIISectionA/Title5SECRETARY
IRS990/Form990ProvidedToGoverningBody0false
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IRS990/FundsToPayPremiums0false
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IRS990/GrantsAndSimilarAmntsCY013000
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IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0true
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0298012
IRS990/GrossReceipts0362574
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
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IRS990/Insurance/Total02500
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IRS990/InvestmentIncome/TotalRevenueColumn056335
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IRS990/InvestmentsProgramRelated/BOY0549792
IRS990/InvestmentsProgramRelated/EOY0586026
IRS990/LessCostOthBasisSalesExpenses/Securities0290319
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IRS990/MissionDescription0PROVIDE FINANCIAL ASSISTANCE TO LOCAL K THRU 8 CATHOLIC SCHOOL. NOTE: GRADE 8 ADDED IN FALL 2012. HOPING TO LESSEN FINANCIAL BURDEN ON INDIVIDUAL FAMILIES BY PROVIDING FUNDS TO PURCHASE TECHNOLOGY OR OTHER ACADEMIC NEEDS DEEMED NECESSARY BY STAFF, TO EXCEL IN EDUCATING CHILDREN.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
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IRS990/NbrIndependentVotingMembers02
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IRS990/NetAssetsOrFundBalancesBOY0847271
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IRS990/OfficerMailingAddress0true
IRS990/Organization501c30X
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IRS990/OtherExpensesCurrentYear010919
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PriorExcessBenefitTransaction0false
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IRS990/ProgramServiceRevenueCY00
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IRS990/ReportOtherLiabilities0false
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IRS990/RevenuesLessExpensesCY048336
IRS990/RevenuesLessExpensesPriorYear035731
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/BOY0297479
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IRS990ScheduleA/AmountsSubstContributorsTotal05235
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear08227
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IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years057160
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years058142
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years061457
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IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear030481
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IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years024840
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years017999
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IRS990ScheduleD/ExpensesSubtotal023919
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IRS990ScheduleD/InvestmentsProgramRelated/Description0PROGRAM RELATED INVESTMENTS
IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation0F
IRS990ScheduleD/RevenueSubtotal072255
IRS990ScheduleD/TotalExpensesPerForm990023919
IRS990ScheduleD/TotalOfBookValueProgramRelated0586026
IRS990ScheduleD/TotalRevenuePerForm990072255
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt023919
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt072255
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1011300 FRANKFORT PARKWAY NE
IRS990ScheduleI/RecipientTable/AddressUS/City0ST MICHAEL
IRS990ScheduleI/RecipientTable/AddressUS/State0MN
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode055376
IRS990ScheduleI/RecipientTable/AmountOfCashGrant013000
IRS990ScheduleI/RecipientTable/EINOfRecipient0410707799
IRS990ScheduleI/RecipientTable/PurposeOfGrant0DONATION
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10ST MICHAEL CATHOLIC SCHOOL
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine20ST MICHAEL CATHOLIC SCHOOL
IRS990ScheduleI/RecordsMaintained0false
IRS990/ScheduleJRequired0false
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction01600
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0LRW EE & ENDOW TREAS
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NameBusiness/BusinessNameLine10LINDA BORCHARDT
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NameBusiness/BusinessNameLine20LESAGE REYNOLDS & WELTER CO LTD
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0ACCOUNTING SERV
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IRS990ScheduleO/GeneralExplanation/Explanation0PROVIDE FINANCIAL ASSISTANCE TO LOCAL K THRU 8 CATHOLIC SCHOOL. NOTE: GRADE 8 ADDED IN FALL 2012. HOPING TO LESSEN FINANCIAL BURDEN ON INDIVIDUAL FAMILIES BY PROVIDING FUNDS TO PURCHASE TECHNOLOGY OR OTHER ACADEMIC NEEDS DEEMED NECESSARY BY STAFF, TO EXCEL IN EDUCATING CHILDREN.
IRS990ScheduleO/GeneralExplanation/Explanation1IF INVESTMENT RESULTS ALLOW, THE ENDOWMENT FUND MAKES AN ANNUAL CONTRIBUTION TO THE ST MICHAEL CATHOLIC SCHOOL. IN 2012 THAT CONTRIBUTION WAS 13,000.
IRS990ScheduleO/GeneralExplanation/Explanation2MARIAN MEYER 105 2ND ST NE ST MICHAEL, MN 55376 KEVIN ROSE 8801 30TH ST NE ST MICHAEL, MN 55376 MICHAEL BRUNER 517 OAK AVE SE ST MICHAEL, MN 55376 VIRGINIA KASPER 109 1ST ST SE ST MICHAEL, MN 55376 STEVE SUSTACEK 605 TEALWOOD LN NW ST MICHAEL, MN 55376
IRS990ScheduleO/GeneralExplanation/Explanation3TREASURER PREPARES AND FILES FORM 990.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ST MICHAEL COMMUNITY EDUCATIONAL ENDOWMENT FUND INC MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE AT ITS OFFICE AT 5301 KYLER AVE NE STE 103, ALBERTVILLE, MN. THIS OFFICE IS OPEN AT LEAST 25 HOURS PER WEEK YEAR ROUND. UPON REQUEST APPOINTMENTS CAN BE MADE TO VIEW OR RECEIVE COPIES OF NECESSARY DOCUMENTS.
IRS990ScheduleO/GeneralExplanation/Identifier0ORGANIZATION'S MISSION
IRS990ScheduleO/GeneralExplanation/Identifier1ALL OTHER ACCOMPLISHMENT DESCRIPTION
IRS990ScheduleO/GeneralExplanation/Identifier2OFFICERS WHO CANNOT BE REACHED
IRS990ScheduleO/GeneralExplanation/Identifier3ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier4GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0true
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IRS990/SubjectToProxyTax0false
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IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine105301 KYLER AVE NE 103
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IRS990/TheBooksAreInCareOf/AddressUS/State0MN
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode055301
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10LESAGE REYNOLDS & WELTER CO LTD C
IRS990/TheBooksAreInCareOf/TelephoneNumber07633911789
IRS990/TotalAssets/BOY0847271
IRS990/TotalAssetsBOY0847271
IRS990/TotalAssets/EOY0895607
IRS990/TotalAssetsEOY0895607
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IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalRevenueCurrentYear072255
IRS990/TotalRevenuePriorYear065672
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome064028
IRS990/TotalRevenue/TotalRevenueColumn072255
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TypeOfOrganizationOther0X
IRS990/TypeOfOrgOtherDescription0ENDOWMENT
IRS990/UnrelatedBusinessIncome0false
IRS990/UnrestrictedNetAssets/BOY0847271
IRS990/UnrestrictedNetAssets/EOY0895607
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation01991
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0411790330
ReturnHeader/Filer/Name/BusinessNameLine10ST MICHAEL COMMUNITY EDUCATION
ReturnHeader/Filer/Name/BusinessNameLine20ENDOWMENT FUND INC
ReturnHeader/Filer/NameControl0STMI
ReturnHeader/Filer/Phone07633911789
ReturnHeader/Filer/USAddress/AddressLine105301 KYLER AVE NE
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 103
ReturnHeader/Filer/USAddress/City0ALBERTVILLE
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055301
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0LINDA G BORCHARDT
ReturnHeader/Officer/Phone07633911789
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-05-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LESAGE REYNOLDS & WELTER CO LTD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 469 101 STEARNS AVE E
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0EDEN VALLEY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0553291230
ReturnHeader/Preparer/Name0LINDA G BORCHARDT
ReturnHeader/Preparer/Phone03204532375
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T15:48:45-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.00$0.05$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.00$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.00$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.00$0.06$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.03$0.05$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.13$0.04$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.14$0.05$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.07$0.01$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.01$0.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07$0.06$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.12$0.07$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.03
2010Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.13$0.01$0.12