Civic Intelligence

Catholic Education Memorial Fund

990 • Fiscal year 2018 • EIN 41-6172658

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 24, 2018

Organization ProfileN/A
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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

34th percentile

0.04x

Higher debt load relative to revenue than 34% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

47th percentile

0.2%

Faster asset growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

49%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$1,681,364

Up $4,095 (+0.2%) from 2017

Net Assets

Up

$1,680,349

Up $4,123 (+0.2%) from 2017

Liabilities

Down

$1,015

Down $28 (-2.7%) from 2017

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin72nd percentile

Revenue

Up

$26,740

Up $8,838 (+49%) from 2017

Expenses

Down

$22,826

Down $193 (-0.8%) from 2017

Net Income

Up

$3,914

Up $9,031 (+176%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

2018

Assets$1,681,364
Liabilities$1,015
Net Assets$1,680,349
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

2018

Revenue$26,740
Expenses$22,826
Net Income$3,914
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.3
Gross Receipts
$95,772
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$1,593,638$1,002,824▼ $590,814
Cash and Non-Interest-Bearing Accounts$14,524$676,711▲ $662,187
Land, Buildings, and Equipment, Net$59,332--
Prepaid Expenses and Deferred Charges$1,829--
Total Assets$1,677,269$1,681,364▲ $4,095
Other Assets Total$7,946$1,829▼ $6,117
Liabilities
Accounts Payable and Accrued Expenses$1,043$1,015▼ $28
Total Liabilities$1,043$1,015▼ $28
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,661,589$1,661,668▲ $79
Temporarily Rstr Net Assets$11,140$11,337▲ $197
Unrestricted Net Assets$3,497$7,344▲ $3,847
Total Net Assets Fund Balance$1,676,226$1,680,349▲ $4,123
Total Liabilities and Net Assets / Fund Balance$1,677,269$1,681,364▲ $4,095

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,672,729$79▲ $197-$1,673,005
2016$1,672,574-▲ $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
Compensation and Service Providers
Top Officer Pay35th percentile

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
$79
Program Service Revenue
$0
Investment Income
$27,912
Other Revenue
$-1,251
All Other Contributions
$79
Change in Net Assets
$3,914
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,726
Grants and Similar Amounts Paid$10,100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,100--$10,100
Fees for Services Legal-$9,641-$9,641
Fees for Services Accounting-$2,910-$2,910
Office Expenses-$113-$113
Other Expenses-$62-$62
Total Functional Expenses$10,100$12,726$0$22,826
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST MARY'S SCHOOLOwatonna, MN501(c)(3)Support of Religious Education$10,100
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
2018-10-24
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

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 Appendix382 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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.
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0288
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01661260
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0283
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01661782
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0239
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
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/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt010100
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/ExplanationTxt3THE 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/FormAndLineReferenceDesc3PART XI, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt011140
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt011337
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01677269
IRS990/TotalAssetsEOYAmt01681364
IRS990/TotalAssetsGrp/BOYAmt01677269
IRS990/TotalAssetsGrp/EOYAmt01681364
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt079
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012726
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010100
IRS990/TotalFunctionalExpensesGrp/TotalAmt022826
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01043
IRS990/TotalLiabilitiesEOYAmt01015
IRS990/TotalLiabilitiesGrp/BOYAmt01043
IRS990/TotalLiabilitiesGrp/EOYAmt01015
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01676226
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01680349
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt010100
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt026661
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt026740
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01677269
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01681364
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03497
IRS990/UnrestrictedNetAssetsGrp/EOYAmt07344
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RON KUBICEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05074511257
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-24
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/AtSubmissionCreationDeviceId0DCDC301DDE5B45545BF0BB810C95F69F0F486C99
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AE419FF41DEE4B5733E7E5F8E31ABE2574D75352
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.137.57.251
ReturnHeader/FilingSecurityInformation/IPDt02018-10-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:18:33
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/PreparationDt02018-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD SVENBY
ReturnHeader/ReturnTs02018-10-26T12:10:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,681,364
Liabilities
$1,015
Net assets
$1,680,349
Revenue
$26,740
Expenses
$22,826
Net income
$3,914
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
2018Detailed filing. Detailed filing data is available for this year.$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