Civic Intelligence

Catholic Education Memorial Fund

EIN 41-6172658 • 501(c)3 • Owatonna, MN

Profile

Support st mary's school, catholic education

PO Box 291Owatonna, MN 55060

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 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

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 2025

Asset Growth

61st percentile

7.7%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-44%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,933,003

Up $137,660 (+7.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,933,003

Up $137,660 (+7.7%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin15th percentile

Revenue

Down

$72,079

Down $57,126 (-44%) from 2024

Expenses

Up

$86,138

Up $1,244 (+1.5%) from 2024

Net Income

Down

-$14,059

Down $58,370 (-132%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,825,712Liabilities 2010: $984Net Assets 2010: $1,824,7282010Assets 2011: $1,800,816Liabilities 2011: $3,029Net Assets 2011: $1,797,7872011Assets 2012: $1,778,404Liabilities 2012: $986Net Assets 2012: $1,777,4182012Assets 2013: $1,798,785Liabilities 2013: $1,011Net Assets 2013: $1,797,7742013Assets 2014: $1,748,531Liabilities 2014: $50Net Assets 2014: $1,748,4812014Assets 2015: $1,727,060Liabilities 2015: $1,041Net Assets 2015: $1,726,0192015Assets 2016: $1,689,435Liabilities 2016: $225Net Assets 2016: $1,689,2102016Assets 2017: $1,677,269Liabilities 2017: $1,043Net Assets 2017: $1,676,2262017Assets 2018: $1,681,364Liabilities 2018: $1,015Net Assets 2018: $1,680,3492018Assets 2019: $1,690,925Liabilities 2019: $0Net Assets 2019: $1,690,9252019Assets 2020: $1,603,253Liabilities 2020: $0Net Assets 2020: $1,603,2532020Assets 2021: $1,907,514Liabilities 2021: $0Net Assets 2021: $1,907,5142021Assets 2022: $1,611,343Liabilities 2022: $0Net Assets 2022: $1,611,3432022Assets 2023: $1,662,012Liabilities 2023: $0Net Assets 2023: $1,662,0122023Assets 2024: $1,795,343Liabilities 2024: $0Net Assets 2024: $1,795,3432024Assets 2025: $1,933,003Liabilities 2025: $0Net Assets 2025: $1,933,0032025

Highlighted filing

2025

Assets$1,933,003
Liabilities$0
Net Assets$1,933,003
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $93,6062010Expenses 2011: $81,4502011Expenses 2012: $77,2922012Expenses 2013: $76,2362013Revenue 2014: $25,637Expenses 2014: $67,959Net Income 2014: -$42,3222014Revenue 2015: $32,198Expenses 2015: $56,006Net Income 2015: -$23,8082015Revenue 2016: $20,059Expenses 2016: $55,448Net Income 2016: -$35,3892016Revenue 2017: $17,902Expenses 2017: $23,019Net Income 2017: -$5,1172017Revenue 2018: $26,740Expenses 2018: $22,826Net Income 2018: $3,9142018Revenue 2019: $42,353Expenses 2019: $72,317Net Income 2019: -$29,9642019Revenue 2020: -$17,103Expenses 2020: $86,386Net Income 2020: -$103,4892020Revenue 2021: $29,855Expenses 2021: $81,782Net Income 2021: -$51,9272021Revenue 2022: $114,064Expenses 2022: $89,821Net Income 2022: $24,2432022Revenue 2023: $60,032Expenses 2023: $85,847Net Income 2023: -$25,8152023Revenue 2024: $129,205Expenses 2024: $84,894Net Income 2024: $44,3112024Revenue 2025: $72,079Expenses 2025: $86,138Net Income 2025: -$14,0592025

Highlighted filing

2025

Revenue$72,079
Expenses$86,138
Net Income-$14,059
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,933,003
Liabilities
$0
Net assets
$1,933,003
Revenue
$72,079
Expenses
$86,138
Net income
-$14,059
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.07$0.09$0.01
2024Summary only. Only limited summary data is available for this year.$1.80$0.00$1.80$0.13$0.08$0.04
2023Summary only. Only limited summary data is available for this year.$1.66$0.00$1.66$0.06$0.09$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.11$0.09$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$0.03$0.08$0.05
2020Summary only. Only limited summary data is available for this year.$1.60$0.00$1.60$0.02$0.09$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.04$0.07$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.03$0.02$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.02$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.02$0.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.03$0.06$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.03$0.07$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.00$1.80$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.00$1.78$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.00$1.80$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.83$0.00$1.82$0.09
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 14, 2021
Return Version
2020v4.1
Gross Receipts
$252,308
Mission and Program Overview

Mission

Support st mary's school, catholic education

Support catholic school and to promote catholic education

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,545,863$1,863,559▲ $317,696
Savings and Temporary Cash Investments$55,102$39,594▼ $15,508
Cash and Non-Interest-Bearing Accounts$2,288$4,361▲ $2,073
Total Assets$1,603,253$1,907,514▲ $304,261
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,673,520$1,673,806▲ $286
Net Assets Without Donor Restrictions$-70,267$233,708▲ $303,975
Total Net Assets Fund Balance$1,603,253$1,907,514▲ $304,261
Total Liabilities and Net Assets / Fund Balance$1,603,253$1,907,514▲ $304,261

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,673,520$48▲ $238-$1,673,806
2019$1,673,249-▲ $271-$1,673,520
2018$1,673,005-▲ $244-$1,673,249
2017$1,672,729$79▲ $197-$1,673,005
2016$1,672,574-▲ $155-$1,672,729
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Stephen NelsonPresident
Brian HaggertyBoard Member
Jane KubistaBoard Member
Tim McmanimonBoard Member
Dean VelzkeSecretary
Ron KubicekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48
Program Service Revenue
$0
Investment Income
$29,807
Other Revenue
$0
All Other Contributions
$48
Change in Net Assets
$-51,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$60,000
Other Expenses$21,782
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$60,000--$60,000
Fees for Service Investment Mgmnt Fees-$17,316-$17,316
Fees for Services Accounting-$2,893-$2,893
Insurance-$1,150-$1,150
Office Expenses-$423-$423
Total Functional Expenses$60,000$21,782$0$81,782
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST MARY'S SCHOOLOwatonna, MN501(c)(3)Support of Religious Education$60,000
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
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 A, Line 8B

“The organization does not have any committees that have authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The board reviews and approves the 990 before it is filed.”

Form 990, Part VI, Section B, Line 12

“Since the board is comprised of a small group of people, they are aware of any potential conflicts and would deal with them as they arise.”

Form 990, Part VI, Section C, Line 19

“The organization makes their 990 and other financial information available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Catholic Education Memorial Fund
EIN
41-6172658
Phone
5074511257
Address
PO BOX 291, OWATONNA, MN 55060

Signing Officer

Name
Ron Kubicek
Title
Treasurer
Phone
5074511257
Signed
2021-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Kubicek
Formed
1975
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Cliftonlarsonallen Llp
Address
121 WEST BRIDGE STREET, OWATONNA, MN 55060
Preparer
Brad Svenby
Phone
5074467100
Supplemental Narrative

Additional Explanations

Part XI, Line 2C

“The treasurer reviews the compiled annual financial statements completed by independent accountants and then submits them to board for final approval.”

Financial Statement Notes

PART V, LINE 4:

“Earnings are to be distributed to individuals who are entering or studying in the seminary”

Raw XML Appendix371 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/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT CATHOLIC SCHOOL AND TO PROMOTE CATHOLIC EDUCATION
IRS990/AllOtherContributionsAmt048
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/PersonNm0RON KUBICEK
IRS990/BooksInCareOfDetail/PhoneNum05074552876
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 291
IRS990/BooksInCareOfDetail/USAddress/CityNm0OWATONNA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055060
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02288
IRS990/CashNonInterestBearingGrp/EOYAmt04361
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt048
IRS990/CYGrantsAndSimilarPaidAmt060000
IRS990/CYInvestmentIncomeAmt029807
IRS990/CYOtherExpensesAmt021782
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-51927
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt081782
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt029855
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROMOTE, SUPPORT AND FURTHER CATHOLIC EDUCATION OF CATHOLIC YOUTH IN THE OWATONNA AREA. SUPPORT OF THE EDUCATION EFFORTS OF ST MARYS SCHOOL WHICH HAS ABOUT 350 STUDENTS IN K-8 AND PRE-SCHOOL HAS AN ADDITIONAL 50 STUDENTS. THE CATHOLIC YOUTH OF OWATONNA SERVES CLOSE TO 1000 CATHOLIC YOUTH IN OWATONNA IN GRADES K-12. SUPPORT FOR THOSE ATTENDING THE SEMINARY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01673520
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01673806
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt060000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02893
IRS990/FeesForServicesAccountingGrp/TotalAmt02893
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt017316
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt017316
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHEN NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm1DEAN VELZKE
IRS990/Form990PartVIISectionAGrp/PersonNm2RON KUBICEK
IRS990/Form990PartVIISectionAGrp/PersonNm3BRIAN HAGGERTY
IRS990/Form990PartVIISectionAGrp/PersonNm4TIM MCMANIMON
IRS990/Form990PartVIISectionAGrp/PersonNm5JANE KUBISTA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-2265
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt060000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt060000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt060000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0220188
IRS990/GrossReceiptsAmt0252308
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01150
IRS990/InsuranceGrp/TotalAmt01150
IRS990/InvestmentIncomeGrp/ExclusionAmt032072
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt032072
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01545863
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01863559
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0222453
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT ST MARY'S SCHOOL, CATHOLIC EDUCATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01603253
IRS990/NetAssetsOrFundBalancesEOYAmt01907514
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-2265
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2265
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0356188
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-70267
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0233708
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0423
IRS990/OfficeExpensesGrp/TotalAmt0423
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RON KUBICEK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt066407
IRS990/PYInvestmentIncomeAmt0-17103
IRS990/PYOtherExpensesAmt019979
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-103489
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt086386
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-17103
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-51927
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt055102
IRS990/SavingsAndTempCashInvstGrp/EOYAmt039594
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BOARD HAS 1 MEMBER WHO SERVES AS ST MARY'S SCHOOL BOARD LIAISON/TRUSTEE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PAGE 5, SECTION C, LINE 1:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0410744379
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt060000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST MARY'S SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt060000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01673520
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt048
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01673806
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0238
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01673249
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01673520
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0271
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01673005
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01673249
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0244
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01672729
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt079
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01673005
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0197
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01672574
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01672729
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0155
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.99277
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EARNINGS ARE TO BE DISTRIBUTED TO INDIVIDUALS WHO ARE ENTERING OR STUDYING IN THE SEMINARY
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00723
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt060000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF RELIGIOUS EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST MARY'S SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0410744379
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0730 S CEDAR AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0OWATONNA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055060
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE RECIPIENTS FILL OUT AN APPLICATION EACH YEAR FOR A REQUESTED AMOUNT AND THE BOARD MEETS TO DISCUSS OUR EXPECTED INTEREST INCOME FOR THE YEAR AND DISBURSE FUNDS ACCORDINGLY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS AND APPROVES THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SINCE THE BOARD IS COMPRISED OF A SMALL GROUP OF PEOPLE, THEY ARE AWARE OF ANY POTENTIAL CONFLICTS AND WOULD DEAL WITH THEM AS THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES THEIR 990 AND OTHER FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TREASURER REVIEWS THE COMPILED ANNUAL FINANCIAL STATEMENTS COMPLETED BY INDEPENDENT ACCOUNTANTS AND THEN SUBMITS THEM TO BOARD FOR FINAL APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XI, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01603253
IRS990/TotalAssetsEOYAmt01907514
IRS990/TotalAssetsGrp/BOYAmt01603253
IRS990/TotalAssetsGrp/EOYAmt01907514
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt048
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021782
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060000
IRS990/TotalFunctionalExpensesGrp/TotalAmt081782
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01603253
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01907514
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt060000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt032072
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-2265
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029855
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01603253
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01907514
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 291
IRS990/USAddress/CityNm0OWATONNA
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055060
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.CEMFOWATONNA.COM
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RON KUBICEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05074511257
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CATHOLIC EDUCATION MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0CATH
ReturnHeader/Filer/EIN0416172658
ReturnHeader/Filer/PhoneNum05074511257
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 291
ReturnHeader/Filer/USAddress/CityNm0OWATONNA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0121 WEST BRIDGE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWATONNA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055060
ReturnHeader/PreparerPersonGrp/PhoneNum05074467100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD SVENBY
ReturnHeader/ReturnTs02021-10-28T13:52:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KUBICEK
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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