Civic Intelligence

St. Marys Catholic School Tr Fund of Alexandria Minnesota

990EZ • Fiscal year 2015 • EIN 41-6346281

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

421 HawthorneAlexandria, MN 56308

(320) 763-5861

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

58th percentile

6.1%

Faster asset growth than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$479,051

Up $27,383 (+6.1%) from 2014

Net Assets

$479,051

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$66,239

Up $8,264 (+14%) from 2014

Expenses

Up

$38,856

Up $14,665 (+61%) from 2014

Net Income

Down

$27,383

Down $6,401 (-19%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $348,891Liabilities 2011: $02011Assets 2012: $380,137Liabilities 2012: $02012Assets 2013: $399,684Liabilities 2013: $02013Assets 2014: $451,668Liabilities 2014: $02014Assets 2015: $479,051Liabilities 2015: $0Net Assets 2015: $479,0512015Assets 2016: $482,881Liabilities 2016: $0Net Assets 2016: $482,8812016Assets 2018: $636,253Liabilities 2018: $0Net Assets 2018: $636,2532018Assets 2019: $1,027,124Liabilities 2019: $0Net Assets 2019: $1,027,1242019Assets 2021: $1,257,461Liabilities 2021: $0Net Assets 2021: $1,257,4612021Assets 2022: $1,108,483Liabilities 2022: $0Net Assets 2022: $1,108,4832022Assets 2023: $1,231,588Liabilities 2023: $0Net Assets 2023: $1,231,5882023Assets 2024: $1,351,113Liabilities 2024: $0Net Assets 2024: $1,351,1132024

Highlighted filing

2015

Assets$479,051
Liabilities$0
Net Assets$479,051

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $56,736Expenses 2011: $52,548Net Income 2011: $4,1882011Revenue 2012: $52,077Expenses 2012: $48,017Net Income 2012: $4,0602012Revenue 2013: $42,356Expenses 2013: $78,578Net Income 2013: -$36,2222013Revenue 2014: $57,975Expenses 2014: $24,191Net Income 2014: $33,7842014Revenue 2015: $66,239Expenses 2015: $38,856Net Income 2015: $27,3832015Revenue 2016: $35,608Expenses 2016: $31,778Net Income 2016: $3,8302016Revenue 2018: $60,738Expenses 2018: $37,310Net Income 2018: $23,4282018Revenue 2019: $310,795Expenses 2019: $41,499Net Income 2019: $269,2962019Revenue 2021: $75,574Expenses 2021: $48,413Net Income 2021: $27,1612021Revenue 2022: $61,927Expenses 2022: $43,749Net Income 2022: $18,1782022Revenue 2023: $81,128Expenses 2023: $42,415Net Income 2023: $38,7132023Revenue 2024: $98,579Expenses 2024: $99,627Net Income 2024: -$1,0482024

Highlighted filing

2015

Revenue$66,239
Expenses$38,856
Net Income$27,383
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$72,040
Mission and Program Overview

Mission

To provide scholarships for st. Mary's students.

Program Services

DescriptionGrantsExpenses
PROVIDED SCHOLARSHIP MONEY FOR APPROXIMATELY 40 STUDENTS.$37,806$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CRAIG OLSONChair-$0--
JONATHAN OLSONTreasurer-$0--
JIM BOYLEBusiness Administrator-$0--
TROY SLADEKPrincipal-$0--
FR STEVE BINSFELDPastor-$0--
Filing and Contact Details

Filer

Filer Name
ST MARY'S CATHOLIC SCHOOL TRUST FUND
EIN
41-6346281
Phone
3207635861
Address
421 HAWTHORNE, ALEXANDRIA, MN 56308

Signing Officer

Name
Jonathan Olson
Title
Treasurer
Phone
3207635861
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
510 22ND AVE EAST - SUITE 501, ALEXANDRIA, MN 56308
Preparer
Jonathan D Olson
Phone
3207595100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividend income. Amount: 8,226. Description: interest income. Amount: 5. Total included on form 990-ez, line 4: 8,231.

Raw XML Appendix169 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JONATHAN OLSON
IRS990EZ/BooksInCareOfDetail/PhoneNum03207595100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0421 HAWTHORNE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALEXANDRIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd056308
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0451668
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0479051
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0479051
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CRAIG OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JONATHAN OLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM BOYLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TROY SLADEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FR STEVE BINSFELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BUSINESS ADMINISTRATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRINCIPAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PASTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS FOR ST. MARY'S STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SCHOLARSHIP MONEY FOR APPROXIMATELY 40 STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt037806
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt05801
IRS990EZ/SpecialEventsNetIncomeLossAmt08671
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038856
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt066239
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST FUND HAD THE PRINCIPAL, ADMINISTRATOR AND PASTOR ON ITS BOARD OF DIRECTORS. THEY HELPED SET UP THE ORGANIZATION'S INVESTMENT POLICIES AND MONITOR THEM. THE PRINCIPAL HAD A STRONG INFLUENCE IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME EACH YEAR BY REQUESTING MONEY FOR SCHOLARSHIPS AND BY GIVING THE SCHOLARSHIPS AT THE SCHOOL ONCE DESIGNATED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ALL THE MONEY WAS GIVEN TO ST. MARY'S CATHOLIC SCHOOL FOR SCHOLARSHIPS TO CHILDREN FOR ATTENDANCE BASED ON NEED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2IF THE TRUST FUND DID NOT EXIST, ST. MARY'S CATHOLIC SCHOOL WOULD HAVE TO RAISE MONEY ON ITS OWN TO PROVIDE SCHOLARSHIPS AND IT WOULD BE MORE DIFFICULT TO PROVIDE NEEDED SCHOLARSHIPS FOR THE STUDENTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION D LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION E LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV SECTION E LINE 2B
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0410724059
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt038706
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST MARY'S CATHOLIC SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt038706
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 8,226. DESCRIPTION: INTEREST INCOME. AMOUNT: 5. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 8,231.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03207635861
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MARY'S CATHOLIC SCHOOL TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0416346281
ReturnHeader/Filer/PhoneNum03207635861
ReturnHeader/Filer/USAddress/AddressLine1Txt0421 HAWTHORNE
ReturnHeader/Filer/USAddress/CityNm0ALEXANDRIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056308
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0510 22ND AVE EAST - SUITE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALEXANDRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd056308
ReturnHeader/PreparerPersonGrp/PhoneNum03207595100
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JONATHAN D OLSON
ReturnHeader/ReturnTs02016-11-15T08:35:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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Filings