Civic Intelligence

Foundation for Special Education of Children

990 • Fiscal year 2018 • EIN 43-1466112

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 06, 2018

20 Archbishop May DriveSt Louis, MO 63119

(314) 792-7420

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.19x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

59th percentile

6.5%

Higher net margin than 59% 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

30th percentile

-3.4%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

27th percentile

-6.1%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Down

$3,982,774

Down $139,560 (-3.4%) from 2017

Net Assets

Down

$3,907,774

Down $114,560 (-2.8%) from 2017

Liabilities

Down

$75,000

Down $25,000 (-25%) from 2017

Revenue

Down

$393,206

Down $25,731 (-6.1%) from 2017

Expenses

Up

$367,784

Up $7,529 (+2.1%) from 2017

Net Income

Down

$25,422

Down $33,260 (-57%) from 2017

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,407,129Liabilities 2011: $0Net Assets 2011: $3,407,1292011Assets 2012: $3,445,614Liabilities 2012: $0Net Assets 2012: $3,445,6142012Assets 2013: $3,790,605Liabilities 2013: $0Net Assets 2013: $3,790,6052013Assets 2014: $4,110,342Liabilities 2014: $0Net Assets 2014: $4,110,3422014Assets 2015: $4,183,704Liabilities 2015: $0Net Assets 2015: $4,183,7042015Assets 2016: $4,002,286Liabilities 2016: $0Net Assets 2016: $4,002,2862016Assets 2017: $4,122,334Liabilities 2017: $100,000Net Assets 2017: $4,022,3342017Assets 2018: $3,982,774Liabilities 2018: $75,000Net Assets 2018: $3,907,7742018Assets 2019: $4,274,065Liabilities 2019: $75,000Net Assets 2019: $4,199,0652019Assets 2020: $4,071,025Liabilities 2020: $0Net Assets 2020: $4,071,0252020Assets 2021: $4,666,275Liabilities 2021: $0Net Assets 2021: $4,666,2752021Assets 2022: $3,957,363Liabilities 2022: $0Net Assets 2022: $3,957,3632022Assets 2023: $3,974,302Liabilities 2023: $0Net Assets 2023: $3,974,3022023Assets 2024: $3,829,351Liabilities 2024: $0Net Assets 2024: $3,829,3512024Assets 2025: $3,974,348Liabilities 2025: $0Net Assets 2025: $3,974,3482025

Highlighted filing

2018

Assets$3,982,774
Liabilities$75,000
Net Assets$3,907,774

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $273,709Expenses 2011: $273,114Net Income 2011: $5952011Revenue 2012: $274,981Expenses 2012: $284,728Net Income 2012: -$9,7472012Revenue 2013: $324,351Expenses 2013: $284,870Net Income 2013: $39,4812013Revenue 2014: $288,505Expenses 2014: $366,412Net Income 2014: -$77,9072014Revenue 2015: $626,975Expenses 2015: $369,815Net Income 2015: $257,1602015Revenue 2016: $296,771Expenses 2016: $398,774Net Income 2016: -$102,0032016Revenue 2017: $418,937Expenses 2017: $360,255Net Income 2017: $58,6822017Revenue 2018: $393,206Expenses 2018: $367,784Net Income 2018: $25,4222018Revenue 2019: $356,223Expenses 2019: $288,410Net Income 2019: $67,8132019Revenue 2020: $70,396Expenses 2020: $265,179Net Income 2020: -$194,7832020Revenue 2021: $434,991Expenses 2021: $403,362Net Income 2021: $31,6292021Revenue 2022: $281,997Expenses 2022: $370,583Net Income 2022: -$88,5862022Revenue 2023: $309,859Expenses 2023: $455,042Net Income 2023: -$145,1832023Revenue 2024: $346,775Expenses 2024: $472,891Net Income 2024: -$126,1162024Revenue 2025: $499,864Expenses 2025: $339,859Net Income 2025: $160,0052025

Highlighted filing

2018

Revenue$393,206
Expenses$367,784
Net Income$25,422
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$814,278
Mission and Program Overview

Mission

To raise funds for the exclusive benefit of the department of special education, archdiocese of st. Louis. The foundation provides grant funding on an annual basis to the department for general purposes and to provide scholarships to needy students.

The foundation was formed to raise funds for the exclusive benefit of the department of special education of the archdiocese of st. Louis. The foundation provides grants on an annual basis to the department for general purposes and to provide scholarships to needy students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,943,143$3,795,241▼ $147,902
Savings and Temporary Cash Investments$179,191$187,533▲ $8,342
Total Assets$4,122,334$3,982,774▼ $139,560
Liabilities
Grants Payable$100,000$75,000▼ $25,000
Total Liabilities$100,000$75,000▼ $25,000
Net Assets / Fund Balance
Unrestricted Net Assets$4,022,334$3,907,774▼ $114,560
Total Net Assets Fund Balance$4,022,334$3,907,774▼ $114,560
Total Liabilities and Net Assets / Fund Balance$4,122,334$3,982,774▼ $139,560
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$45,735
Program Service Revenue
$0
Investment Income
$347,471
Other Revenue
$0
All Other Contributions
$45,735
Change in Net Assets
$25,422

Audited Revenue Reconciliation

Revenue per Audited Statements
$375,999
Revenue Not Reported on Financial Statements
$17,207
Revenue Not Reported on Form 990
$-139,982
Total Revenue per Audited Statements
$236,017
Total Revenue per Form 990
$393,206
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$341,500
Other Expenses$26,284
Total Fundraising Expense$281
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$341,500--$341,500
Fees for Service Investment Mgmnt Fees$14,359$2,848-$17,207
Fees for Services Accounting-$8,796-$8,796
Office Expenses--$281$281
Total Functional Expenses$355,859$11,644$281$367,784

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$367,784
Expenses per Audited Statements$350,577
Total Expenses per Audited Statements$350,577
Expenses Not Reported on Financial Statements$17,207
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dept of Special EducationSt Louis, MO501(c)(3)General Use$341,500
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
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 A, Line 2

Some board members are married.

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

Prior to filing the return, a copy of the form 990 will be made available to all board members.

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

Each employee, officer, and member of board of directors reviews and signs the conflict of interest policy.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Foundation for Special Education of
EIN
43-1466112
Phone
3147927420
Address
20 ARCHBISHOP MAY DRIVE, ST LOUIS, MO 63119

Signing Officer

Name
Rev Msgr Vernon E Gardin
Title
Executive Director
Phone
3147927420
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rev Msgr Vernon E Gardin
Formed
1987
Legal Domicile
Mo
Voting Board Members
38
Independent Board Members
26
Employees
0
Volunteers
28

Preparer

Firm
Uhy Advisors Mo Inc
Address
15 SUNNEN DRIVE SUITE 100, ST LOUIS, MO 63143-3819
Preparer
Denise Pisciotta
Phone
3146151200
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt33DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt34DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt35DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt36DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt37DIRECTOR
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IRS990/FormerOfcrEmployeesListedInd00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.00$3.97$0.50$0.34$0.16
2024Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.35$0.47$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.31$0.46$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.28$0.37$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.43$0.40$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.07$0.27$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.27$0.08$4.20$0.36$0.29$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.98$0.08$3.91$0.39$0.37$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.12$0.10$4.02$0.42$0.36$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.30$0.40$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.63$0.37$0.26
2014Summary only. Only limited summary data is available for this year.$4.11$0.00$4.11$0.29$0.37$0.08
2013Summary only. Only limited summary data is available for this year.$3.79$0.00$3.79$0.32$0.28$0.04
2012Summary only. Only limited summary data is available for this year.$3.45$0.00$3.45$0.27$0.28$0.01
2011Summary only. Only limited summary data is available for this year.$3.41$0.00$3.41$0.27$0.27$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $1M-$5M nonprofits