Civic Intelligence

Gehlen Catholic Schools Endowment Fund

990 • Fiscal year 2014 • EIN 42-1301178

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

Organization ProfileWWW.GEHLENCATHOLIC.ORG/GIVING
PO Box 5451031

(712) 548-4681

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

54th percentile

3.0%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-32%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$2,415,667

Up $70,736 (+3.0%) from 2013

Net Assets

Up

$2,415,667

Up $76,798 (+3.3%) from 2013

Liabilities

Down

$0

Down $6,062 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin87th percentile

Revenue

$216,311

No earlier filing loaded for comparison.

Expenses

Down

$139,513

Down $2,993 (-2.1%) from 2013

Net Income

$76,798

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,164,795Liabilities 2011: $6,827Net Assets 2011: $2,157,9682011Assets 2012: $2,169,952Liabilities 2012: $5,909Net Assets 2012: $2,164,0432012Assets 2013: $2,344,931Liabilities 2013: $6,062Net Assets 2013: $2,338,8692013Assets 2014: $2,415,667Liabilities 2014: $0Net Assets 2014: $2,415,6672014Assets 2015: $2,393,421Liabilities 2015: $0Net Assets 2015: $2,393,4212015Assets 2016: $2,338,609Liabilities 2016: $0Net Assets 2016: $2,338,6092016Assets 2017: $2,270,500Liabilities 2017: $0Net Assets 2017: $2,270,5002017Assets 2018: $3,299,054Liabilities 2018: $0Net Assets 2018: $3,299,0542018Assets 2019: $3,543,586Liabilities 2019: $0Net Assets 2019: $3,543,5862019Assets 2020: $4,861,297Liabilities 2020: $0Net Assets 2020: $4,861,2972020Assets 2021: $6,261,161Liabilities 2021: $0Net Assets 2021: $6,261,1612021Assets 2022: $5,574,597Liabilities 2022: $0Net Assets 2022: $5,574,5972022Assets 2023: $5,864,292Liabilities 2023: $0Net Assets 2023: $5,864,2922023Assets 2024: $6,899,550Liabilities 2024: $0Net Assets 2024: $6,899,5502024Assets 2025: $7,252,588Liabilities 2025: $0Net Assets 2025: $7,252,5882025

Highlighted filing

2014

Assets$2,415,667
Liabilities$0
Net Assets$2,415,667
Open 2014 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $688,326Expenses 2011: $108,895Net Income 2011: $579,4312011Expenses 2012: $126,0292012Expenses 2013: $142,5062013Revenue 2014: $216,311Expenses 2014: $139,513Net Income 2014: $76,7982014Revenue 2015: $120,167Expenses 2015: $142,413Net Income 2015: -$22,2462015Revenue 2016: $84,826Expenses 2016: $139,638Net Income 2016: -$54,8122016Revenue 2017: $85,560Expenses 2017: $153,669Net Income 2017: -$68,1092017Revenue 2018: $272,131Expenses 2018: $149,450Net Income 2018: $122,6812018Revenue 2019: $257,969Expenses 2019: $151,139Net Income 2019: $106,8302019Revenue 2020: $1,429,585Expenses 2020: $150,043Net Income 2020: $1,279,5422020Revenue 2021: $751,957Expenses 2021: $180,422Net Income 2021: $571,5352021Revenue 2022: $386,464Expenses 2022: $224,982Net Income 2022: $161,4822022Revenue 2023: $285,838Expenses 2023: $238,118Net Income 2023: $47,7202023Revenue 2024: $505,711Expenses 2024: $239,139Net Income 2024: $266,5722024Revenue 2025: $373,763Expenses 2025: $241,921Net Income 2025: $131,8422025

Highlighted filing

2014

Revenue$216,311
Expenses$139,513
Net Income$76,798
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v4.0
Gross Receipts
$1,576,783
Mission and Program Overview

Mission

Support gehlen catholic schools - to extend payment for operating expenses and capital improvements to properties. Assist with grade and high school tuition to gehlen k-12 students.

Support gehlen catholic schools. Supplement payment of operating expenses and capital expenditures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,338,869$2,415,667▲ $76,798
Investments in Publicly Traded Securities$1,900,775$1,974,785▲ $74,010
Savings and Temporary Cash Investments$319,479$269,620▼ $49,859
Land, Buildings, and Equipment, Net$120,705$120,705→ $0
Cash and Non-Interest-Bearing Accounts$3,765$50,557▲ $46,792
Total Assets$2,344,931$2,415,667▲ $70,736
Other Assets Total$207--
Liabilities
Accounts Payable and Accrued Expenses$6,062--
Total Liabilities$6,062$0▼ $6,062
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,338,869$2,415,667▲ $76,798
Total Liabilities and Net Assets / Fund Balance$2,344,931$2,415,667▲ $70,736

Asset Categories

AssetBook ValueDepreciationBasis
Land$120,705-$120,705

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,338,869$45,768▲ $170,543-$2,415,667
2012$2,164,043$52,037▲ $265,295-$2,338,869
2011$2,157,968$25,768▲ $106,336-$2,164,043
2010$1,578,537$548,735▲ $139,591-$2,157,968
2009$1,440,895$237,998▼ $14,664-$1,578,537
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Chuck KellenChairperson
Steve SchusterVice-chairpe
Angela KneipTrustee
Bishop R Walker NicklessTrustee
Bob BohnenkampTrustee
Kelli LangelTrustee
Michael RuhlandTrustee
Msgr R Mark DuchaineTrustee
Rev Kevin RichterTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$33,093
Program Service Revenue
$12,675
Investment Income
$170,543
Other Revenue
$0
All Other Contributions
$33,093
Change in Net Assets
$76,798
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$125,000
Other Expenses$14,513
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$125,000--$125,000
Fees for Service Investment Mgmnt Fees-$9,175-$9,175
Fees for Services Accounting-$4,480-$4,480
Other Expenses$274$584-$274
Total Functional Expenses$125,274$14,239$0$139,513
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
42-0733467-501c3Operation & Tuition$125,000
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
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Page 6, Part VI, Line 11B

“The funds board of trustees receives a copy of the tax return before their annual meeting. The board approves the tax return and the chairperson reviews and signs the return before it is filed.”

Form 990, Page 6, Part VI, Line 12C

“Policy gets approved by the board and all trustees have signed their policy statements. The trustees renewed their conflict of interest policy in january of 2013”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the general public at the following address: 709 plymouth st ne le mars, ia 51031”

Filing and Contact Details

Filer

EIN
42-1301178
Phone
7125484681

Signing Officer

Name
Chuck Kellen
Title
Board Chair
Phone
7125484681
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chuck Kellen
Formed
1987
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Preparer
Jeffrey S Peters CPA
Phone
7125467801
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Investment earnings are used to support operations, capital improvements and tuition assistance for k-12 students at gehlen catholic schools.”

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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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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02157968
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt025768
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02164043
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0105325
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0106336
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt019462
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01578537
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0548735
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02157968
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt089433
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0139591
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt015383
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01440895
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0237998
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01578537
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt070309
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-14664
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0120705
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0120705
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INVESTMENT EARNINGS ARE USED TO SUPPORT OPERATIONS, CAPITAL IMPROVEMENTS AND TUITION ASSISTANCE FOR K-12 STUDENTS AT GEHLEN CATHOLIC SCHOOLS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0120705
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0125000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATION & TUITION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10GEHLEN CATHOLIC SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0420733467
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10709 PLYMOUTH ST W
IRS990ScheduleI/RecipientTable/USAddress/City0LEMARS
IRS990ScheduleI/RecipientTable/USAddress/State0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode051031
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0BOARD RELIES ON GEHLEN CATHOLIC SCHOOLS BOARD OF DIRECTORS BUDGET AND SCHOOLS ADMINISTRATION OF TUITION ASSISTANCE PROCESS FOR MONITORING THE USE OF GRANT FUNDS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUNDS BOARD OF TRUSTEES RECEIVES A COPY OF THE TAX RETURN BEFORE THEIR ANNUAL MEETING. THE BOARD APPROVES THE TAX RETURN AND THE CHAIRPERSON REVIEWS AND SIGNS THE RETURN BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICY GETS APPROVED BY THE BOARD AND ALL TRUSTEES HAVE SIGNED THEIR POLICY STATEMENTS. THE TRUSTEES RENEWED THEIR CONFLICT OF INTEREST POLICY IN JANUARY OF 2013
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC AT THE FOLLOWING ADDRESS: 709 PLYMOUTH ST NE LE MARS, IA 51031
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02344931
IRS990/TotalAssetsEOYAmt02415667
IRS990/TotalAssetsGrp/BOYAmt02344931
IRS990/TotalAssetsGrp/EOYAmt02415667
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt033093
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014239
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0125274
IRS990/TotalFunctionalExpensesGrp/TotalAmt0139513
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06062
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt06062
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02338869
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02415667
IRS990/TotalOtherProgSrvcExpenseAmt0274
IRS990/TotalProgramServiceExpensesAmt0125274
IRS990/TotalProgramServiceRevenueAmt012675
IRS990/TotalRevenueGrp/ExclusionAmt0170543
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012675
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0216311
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02344931
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02415667
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 54
IRS990/USAddress/City0LE MARS
IRS990/USAddress/State0IA
IRS990/USAddress/ZIPCode051031
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK KELLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum07125484681
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10GEHLEN CATHOLIC SCHOOLS ENDOW FUND
ReturnHeader/Filer/BusinessNameControlTxt0GEHL
ReturnHeader/Filer/EIN0421301178
ReturnHeader/Filer/PhoneNum07125484681
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 54
ReturnHeader/Filer/USAddress/City0LE MARS
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode051031
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421377056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WILLIAMS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1021 1ST AVENUE NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LE MARS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode051031
ReturnHeader/PreparerPersonGrp/PhoneNum07125467801
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY S PETERS CPA
ReturnHeader/ReturnTs02015-01-27T12:45:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,415,667
Liabilities
$0
Net assets
$2,415,667
Revenue
$216,311
Expenses
$139,513
Net income
$76,798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.37$0.24$0.13
2024Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.51$0.24$0.27
2023Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.29$0.24$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.39$0.22$0.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.00$6.26$0.75$0.18$0.57
2020Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$1.43$0.15$1.28
2019Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.26$0.15$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.27$0.15$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.09$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.08$0.14$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.12$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.22$0.14$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.34$0.01$2.34$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.01$2.16$0.13
2011Summary only. Only limited summary data is available for this year.$2.16$0.01$2.16$0.69$0.11$0.58