Liabilities / Assets
15th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2019 • EIN 41-1790330
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
15th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
15th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
36th percentile
Higher top officer pay than 36% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
81st percentile
Faster asset growth than 81% of similar nonprofits.
Revenue Growth
87th percentile
Faster revenue growth than 87% of similar nonprofits.
Assets
Up$1,152,699
Up $204,828 (+22%) from 2018
Net Assets
Up$1,152,699
Up $204,828 (+22%) from 2018
Liabilities
Flat$0
Flat from 2018
Revenue
Up$134,880
Up $43,810 (+48%) from 2018
Expenses
Down$37,507
Down $26,712 (-42%) from 2018
Net Income
Up$97,373
Up $70,522 (+263%) from 2018
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Program Related | $807,660 | $1,044,782 | ▲ $237,122 |
| Savings and Temporary Cash Investments | $140,211 | $107,917 | ▼ $32,294 |
| Total Assets | $947,871 | $1,152,699 | ▲ $204,828 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $947,871 | $1,152,699 | ▲ $204,828 |
| Total Net Assets Fund Balance | $947,871 | $1,152,699 | ▲ $204,828 |
| Total Liabilities and Net Assets / Fund Balance | $947,871 | $1,152,699 | ▲ $204,828 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Investment Program Related Org | $1,044,782 | - | - |
| Name | Title |
|---|---|
| Brian Bruner | President |
| Steve House | Director |
| Kevin Rose | Past Preside |
| Steve Sustacek | Secretary |
| Linda G Borchardt | Treasurer |
| Leroy Lindenfelser | V Pres |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $30,000 |
| Other Expenses | $7,507 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $30,000 | - | - | $30,000 |
| Fees for Service Investment Mgmnt Fees | $7,892 | - | - | $7,892 |
| Fees for Services Accounting | - | $2,050 | - | $2,050 |
| Office Expenses | - | $65 | - | $65 |
| Insurance | $-2,500 | - | - | $-2,500 |
| Total Functional Expenses | $35,392 | $2,115 | $0 | $37,507 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $37,507 |
| Total Expenses per Audited Statements | $37,507 |
| Total Expenses per Form 990 | $37,507 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| St Michael Catholic School | St Michael, MN | - | Cash Donation | $30,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Interested Party | Relationship | Description | Shared Revenue | Amount |
|---|---|---|---|---|
| - | Treas & Account | Tax Prep & Acctg Svc | No | $2,050 |
“Kevin rose 8801 30th st ne st michael, mn 55376 leroy lindenfelser 9896 85th st ne monticello, mn 55362 brian bruner 10191 30th st ne st michael, mn 55376 steve sustacek 605 tealwood ln nw st michael, mn 55376 steve house 10350 34th pl ne st michael, mn 55376”
“Treasurer prepares and files form 990. All numbers tie to income & expense reports which tie to bank and financial reports from outside sources. Reviewed by members of board at request.”
“The st michael community educational endowment fund inc makes its governing documents and financial statements available at its office at 750 central ave ne ste 201, st michael, mn. This office is open at least 32 hours per week year round. Upon request appointments can be made to view or receive copies of necessary documents.”
“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.”
“Volunteers are active board members: attending meetings, making decisions.”
“If investment results allow, the endowment fund makes an annual contribution to the st michael catholic school. Our by-laws read: up to 95% of investment income may be given annually. Beginning 2017 will implement a policy for a reserve fund for years of "down" markets - allowing a donation to the school, without dipping into principle dollars.”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AllOtherContributionsAmt | 0 | 94967 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | LINDA G BORCHARDT |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6122091258 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4890 MAYER AVE NE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | ST MICHAEL |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 55376 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | true |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 94967 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 30000 |
| IRS990/CYInvestmentIncomeAmt | 0 | 39913 |
| IRS990/CYOtherExpensesAmt | 0 | 7507 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 97373 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 37507 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 134880 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | THE ENDOWMENT FUND PAYS FOR ACCOUNTING SERVICES AND INVESTMENT FEES ANNUALLY ; ALL IN ADMINISTRATIVE FUNCTION 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. |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 7892 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 2050 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 2050 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 7892 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 7892 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | STEVE HOUSE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | KEVIN ROSE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | LINDA G BORCHARDT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | BRIAN BRUNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | LEROY LINDENFELSER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | STEVE SUSTACEK |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | PAST PRESIDE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | V PRES |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | SECRETARY |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1991 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 3833 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 30000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 30000 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | true |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 493930 |
| IRS990/GrossReceiptsAmt | 0 | 624977 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | -2500 |
| IRS990/InsuranceGrp/TotalAmt | 0 | -2500 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 36080 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 36080 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 807660 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 1044782 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MN |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 490097 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 947871 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1152699 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3833 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 3833 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 107455 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 947871 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 1152699 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 65 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 65 |
| IRS990/OfficerMailingAddressInd | 0 | true |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | LINDA G BORCHARDT |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | PREMIUM TO MAINTAIN AN INSURANCE POLICY THAT, UPON DEATH, WILL PROVIDE BENEFICIARY MONEY TO THE ENDOWMENT FUND PRINCIPLE BALANCE. PREMIUM PD IN PRIOR YEAR WAS REFUNDED, AS INDIVIDUAL PASSED AWAY LATE 2018. NO COVERAGE 2019. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | -2500 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | IF INVESTMENT RESULTS ALLOW, THE ENDOWMENT FUND MAKES AN ANNUAL CONTRIBUTION TO THE ST MICHAEL CATHOLIC SCHOOL. OUR BY-LAWS READ: UP TO 95% OF INVESTMENT INCOME MAY BE GIVEN ANNUALLY. BEGINNING 2017 WILL IMPLEMENT A POLICY FOR A RESERVE FUND FOR YEARS OF "DOWN" MARKETS - ALLOWING A DONATION TO THE SCHOOL, WITHOUT DIPPING INTO PRINCIPLE DOLLARS. |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 0 | 30000 |
| IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt | 0 | 30000 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 2261 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 51500 |
| IRS990/PYInvestmentIncomeAmt | 0 | 88809 |
| IRS990/PYOtherExpensesAmt | 0 | 12719 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 26851 |
| IRS990/PYTotalExpensesAmt | 0 | 64219 |
| IRS990/PYTotalRevenueAmt | 0 | 91070 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 97373 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | true |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 140211 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 107917 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 94967 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2261 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 28050 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2109 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 8412 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 135799 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 36080 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 33396 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 36463 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 32585 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 36404 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 174928 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 175469 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.43700 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.27910 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 135799 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 94967 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2261 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 28050 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 2109 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 8412 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 135799 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 310727 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 37507 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 1044782 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 0 | PROGRAM RELATED INVESTMENTS |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 134880 |
| IRS990ScheduleD/TotalBookValueProgramRltdAmt | 0 | 1044782 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 37507 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 134880 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 134880 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 37507 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | false |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 30000 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | CASH DONATION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | ST MICHAEL CATHOLIC SCHOOL |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt | 0 | ST MICHAEL CATHOLIC SCHOOL |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 410707799 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 11300 FRANKFORT PARKWAY NE |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | ST MICHAEL |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 55376 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt | 0 | LINDA BORCHARDT |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine2Txt | 0 | LESAGE REYNOLDS & WELTER LTD |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt | 0 | TREAS & ACCOUNT |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd | 0 | false |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt | 0 | 2050 |
| IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc | 0 | TAX PREP & ACCTG SVC |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | VOLUNTEERS ARE ACTIVE BOARD MEMBERS: ATTENDING MEETINGS, MAKING DECISIONS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | IF INVESTMENT RESULTS ALLOW, THE ENDOWMENT FUND MAKES AN ANNUAL CONTRIBUTION TO THE ST MICHAEL CATHOLIC SCHOOL. OUR BY-LAWS READ: UP TO 95% OF INVESTMENT INCOME MAY BE GIVEN ANNUALLY. BEGINNING 2017 WILL IMPLEMENT A POLICY FOR A RESERVE FUND FOR YEARS OF "DOWN" MARKETS - ALLOWING A DONATION TO THE SCHOOL, WITHOUT DIPPING INTO PRINCIPLE DOLLARS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | KEVIN ROSE 8801 30TH ST NE ST MICHAEL, MN 55376 LEROY LINDENFELSER 9896 85TH ST NE MONTICELLO, MN 55362 BRIAN BRUNER 10191 30TH ST NE ST MICHAEL, MN 55376 STEVE SUSTACEK 605 TEALWOOD LN NW ST MICHAEL, MN 55376 STEVE HOUSE 10350 34TH PL NE ST MICHAEL, MN 55376 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | TREASURER PREPARES AND FILES FORM 990. ALL NUMBERS TIE TO INCOME & EXPENSE REPORTS WHICH TIE TO BANK AND FINANCIAL REPORTS FROM OUTSIDE SOURCES. REVIEWED BY MEMBERS OF BOARD AT REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE ST MICHAEL COMMUNITY EDUCATIONAL ENDOWMENT FUND INC MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE AT ITS OFFICE AT 750 CENTRAL AVE NE STE 201, ST MICHAEL, MN. THIS OFFICE IS OPEN AT LEAST 32 HOURS PER WEEK YEAR ROUND. UPON REQUEST APPOINTMENTS CAN BE MADE TO VIEW OR RECEIVE COPIES OF NECESSARY DOCUMENTS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 1, PART I, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 947871 |
| IRS990/TotalAssetsEOYAmt | 0 | 1152699 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 947871 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1152699 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 94967 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 2115 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 35392 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 37507 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 947871 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1152699 |
| IRS990/TotalOtherProgSrvcExpenseAmt | 0 | 30000 |
| IRS990/TotalOtherProgSrvcGrantAmt | 0 | 30000 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 35392 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 39913 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 134880 |
| IRS990/TotalVolunteersCnt | 0 | 6 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 947871 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1152699 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 4890 MAYER AVE NE |
| IRS990/USAddress/CityNm | 0 | ST MICHAEL |
| IRS990/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990/USAddress/ZIPCd | 0 | 55376 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LINDA G BORCHARDT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7634977817 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-10-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ST MICHAEL COMMUNITY EDUCATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ENDOWMENT FUND INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | STMI |
| ReturnHeader/Filer/EIN | 0 | 411790330 |
| ReturnHeader/Filer/PhoneNum | 0 | 7634977817 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 4890 MAYER AVE NE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ST MICHAEL |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 55376 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DBFB047FB3F24B2F0CD85DCF452949B9306CAA10 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 3DA341EDD21CF3FE081824B8B8272B0F4ADA1D09 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 52.38.98.93 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-10-27 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 15:18:26 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 261366978 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PEGGY S SCHUMM CPA LTD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 750 CENTRAL AVE E SUITE 201 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAINT MICHAEL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 553764585 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7634977817 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2020-10-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LINDA G BORCHARDT |
| ReturnHeader/ReturnTs | 0 | 2020-10-27T15:18:26-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.