Civic Intelligence

Catholic Education Memorial Fund

990 • Fiscal year 2017 • EIN 41-6172658

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 18, 2017

PO Box 291Owatonna, MN 55060

(507) 451-1257

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

40th percentile

0.06x

Higher debt load relative to revenue than 40% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

10th percentile

-29%

Higher net margin than 10% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

35th percentile

-0.7%

Faster asset growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-11%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Down

$1,677,269

Down $12,166 (-0.7%) from 2016

Net Assets

Down

$1,676,226

Down $12,984 (-0.8%) from 2016

Liabilities

Up

$1,043

Up $818 (+364%) from 2016

Revenue

Down

$17,902

Down $2,157 (-11%) from 2016

Expenses

Down

$23,019

Down $32,429 (-58%) from 2016

Net Income

Up

-$5,117

Up $30,272 (+86%) from 2016

Historical Trend

Balance Sheet Trend

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

$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

2017

Assets$1,677,269
Liabilities$1,043
Net Assets$1,676,226

Operations Trend

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

2017

Revenue$17,902
Expenses$23,019
Net Income-$5,117
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 18, 2017
Return Version
2016v3.0
Gross Receipts
$29,220
Mission and Program Overview

Mission

Support st mary's school, catholic education

Support catholic school to promote catholic education

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,466,612$1,593,638▲ $127,026
Land, Buildings, and Equipment, Net$63,187$59,332▼ $3,855
Cash and Non-Interest-Bearing Accounts$151,736$14,524▼ $137,212
Prepaid Expenses and Deferred Charges-$1,829-
Total Assets$1,689,435$1,677,269▼ $12,166
Other Assets Total$7,900$7,946▲ $46
Liabilities
Accounts Payable and Accrued Expenses$225$1,043▲ $818
Total Liabilities$225$1,043▲ $818
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,661,589$1,661,589→ $0
Temporarily Rstr Net Assets$10,985$11,140▲ $155
Unrestricted Net Assets$16,636$3,497▼ $13,139
Total Net Assets Fund Balance$1,689,210$1,676,226▼ $12,984
Total Liabilities and Net Assets / Fund Balance$1,689,435$1,677,269▼ $12,166

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$44,332$71,221-
Land$15,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,672,574$0▲ $155-$1,672,729
2015$1,672,275$21▲ $278-$1,672,574
2014$1,661,782$10,205▲ $288-$1,672,275
2013$1,661,260$283▲ $239-$1,661,782
2012$1,660,994$10▲ $256-$1,661,260
Compensation and Service Providers

Board Members and Trustees

NameTitle
Stephen NelsonPresident
Sean PickVice President
Jane KubistaBoard Member
Tim McmanimonBoard Member
Dean VelzkeSecretary
Ron KubicekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$19,690
Other Revenue
$-1,788
Change in Net Assets
$-5,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,000
Other Expenses$3,019
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,000--$20,000
Fees for Services Accounting-$2,880-$2,880
Office Expenses-$109-$109
Other Expenses-$30-$30
Total Functional Expenses$20,000$3,019$0$23,019
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST MARY'S SCHOOLOwatonna, MN501(c)(3)Support of Religious Education$20,000
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Treasurer will review the form 990 before it is filed

Form 990, Part VI, Section B, Line 12C

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
2017-09-18
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
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
PO BOX 586, OWATONNA, MN 55060-0586
Preparer
Brad Svenby
Phone
5074467100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Unrealized gain (loss) on investments -7,867.

Part XI, Line 2C

The treasurer reviews the compiled semi-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 Appendix383 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/AccountsPayableAccrExpnssGrp/BOYAmt0225
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01043
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT CATHOLIC SCHOOL TO PROMOTE CATHOLIC EDUCATION
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0CLIFTONLARSONALLEN
IRS990/BooksInCareOfDetail/PhoneNum05074467100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0121 W BRIDGE ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0OWATONNA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055060
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0151736
IRS990/CashNonInterestBearingGrp/EOYAmt014524
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt020000
IRS990/CYInvestmentIncomeAmt019690
IRS990/CYOtherExpensesAmt03019
IRS990/CYOtherRevenueAmt0-1788
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-5117
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt023019
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017902
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/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt020000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02880
IRS990/FeesForServicesAccountingGrp/TotalAmt02880
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/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DEAN VELZKE
IRS990/Form990PartVIISectionAGrp/PersonNm1STEPHEN NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm2RON KUBICEK
IRS990/Form990PartVIISectionAGrp/PersonNm3SEAN PICK
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/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt020000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt020000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt020000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt029220
IRS990/GrossRentsGrp/RealAmt09530
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt019690
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019690
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt071221
IRS990/LandBldgEquipBasisNetGrp/BOYAmt063187
IRS990/LandBldgEquipBasisNetGrp/EOYAmt059332
IRS990/LandBldgEquipCostOrOtherBssAmt0130553
IRS990/LegalDomicileStateCd0MN
IRS990/LessRentalExpensesGrp/RealAmt011318
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT ST MARY'S SCHOOL, CATHOLIC EDUCATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01689210
IRS990/NetAssetsOrFundBalancesEOYAmt01676226
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-1788
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-1788
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0109
IRS990/OfficeExpensesGrp/TotalAmt0109
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07900
IRS990/OtherAssetsTotalGrp/EOYAmt07946
IRS990/OtherChangesInNetAssetsAmt0-7867
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030
IRS990/OtherExpensesGrp/TotalAmt030
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01661589
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01661589
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01829
IRS990/PrincipalOfficerNm0RON KUBICEK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt021
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt052200
IRS990/PYInvestmentIncomeAmt021270
IRS990/PYOtherExpensesAmt03248
IRS990/PYOtherRevenueAmt0-1232
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-35389
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt055448
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt020059
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-5117
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-1788
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01466612
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01593638
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/SupportAmt020000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST MARY'S SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt020000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt044332
IRS990ScheduleD/BuildingsGrp/DepreciationAmt071221
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0115553
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01672574
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01672729
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0155
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01672275
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt021
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01672574
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0278
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01661782
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt010205
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01672275
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0288
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01661260
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0283
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01661782
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0239
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01660994
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt010
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01661260
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0256
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/LandGrp/BookValueAmt015000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt015000
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.99000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EARNINGS ARE TO BE DISTRIBUTED TO INDIVIDUALS WHO ARE ENTERING OR STUDYING IN THE SEMINARY
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.01000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt059332
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
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:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TREASURER WILL REVIEW THE FORM 990 BEFORE IT IS FILED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SINCE 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/ExplanationTxt2THE ORGANIZATION MAKES THEIR 990 AND OTHER FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN (LOSS) ON INVESTMENTS -7,867.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TREASURER REVIEWS THE COMPILED SEMI-ANNUAL FINANCIAL STATEMENTS COMPLETED BY INDEPENDENT ACCOUNTANTS AND THEN SUBMITS THEM TO BOARD FOR FINAL APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XI, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt010985
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt011140
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01689435
IRS990/TotalAssetsEOYAmt01677269
IRS990/TotalAssetsGrp/BOYAmt01689435
IRS990/TotalAssetsGrp/EOYAmt01677269
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03019
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020000
IRS990/TotalFunctionalExpensesGrp/TotalAmt023019
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0225
IRS990/TotalLiabilitiesEOYAmt01043
IRS990/TotalLiabilitiesGrp/BOYAmt0225
IRS990/TotalLiabilitiesGrp/EOYAmt01043
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01689210
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01676226
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt020000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt017902
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017902
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01689435
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01677269
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt016636
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03497
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 291
IRS990/USAddress/CityNm0OWATONNA
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055060
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RON KUBICEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05074511257
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-18
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0D622ECA3460309134A8CB004E9BFE7369C27D6A9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E282F9004401B28B2F3B0C9484DAA140BF4BBEFA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02017-09-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:57:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 586
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWATONNA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0550600586
ReturnHeader/PreparerPersonGrp/PhoneNum05074467100
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD SVENBY
ReturnHeader/ReturnTs02017-10-10T16:57:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017Detailed filing. Detailed filing data is available for this year.$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