Civic Intelligence

Loyola Academy of St Louis

EIN 43-1859076 • 501(c)3 • St Louis, MO

Profile

Loyola's efforts are geared toward breaking the cycle of poverty through education. Loyola aims to meet a need that exists within the st. Louis metropolitan area - that is educating middle school boys who are from low-income families, reside in "high-risk" areas and who are experiencing varying socio-economic difficulties within their families. Loyola academy provides a college preparatory academic program, character education, enrichment, and recreation which enables graduates to succeed in college prep high schools.

3851 Washington AveSt Louis, MO 63108

www.loyolaacademy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.02x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.09x

Higher debt load relative to revenue than 30% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$165,687

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

64th percentile

8.8%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-13%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$16,443,995

Up $1,325,123 (+8.8%) from 2023

Liabilities

Down

$371,986

Down $41,486 (-10%) from 2023

Net Assets

Up

$16,072,009

Up $1,366,609 (+9.3%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin74th percentile

Revenue

Down

$4,116,047

Down $599,491 (-13%) from 2023

Expenses

Up

$3,306,109

Up $238,676 (+7.8%) from 2023

Net Income

Down

$809,938

Down $838,167 (-51%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2009: $9,601,181Liabilities 2009: $1,672,117Net Assets 2009: $7,929,0642009Assets 2010: $9,143,567Liabilities 2010: $1,452,033Net Assets 2010: $7,691,5342010Assets 2011: $8,694,964Liabilities 2011: $860,219Net Assets 2011: $7,834,7452011Assets 2012: $8,795,947Liabilities 2012: $536,951Net Assets 2012: $8,258,9962012Assets 2013: $8,952,426Liabilities 2013: $352,079Net Assets 2013: $8,600,3472013Assets 2014: $9,696,285Liabilities 2014: $305,876Net Assets 2014: $9,390,4092014Assets 2015: $9,574,157Liabilities 2015: $259,139Net Assets 2015: $9,315,0182015Assets 2016: $9,812,027Liabilities 2016: $404,589Net Assets 2016: $9,407,4382016Assets 2017: $9,846,191Liabilities 2017: $222,508Net Assets 2017: $9,623,6832017Assets 2018: $10,083,956Liabilities 2018: $108,158Net Assets 2018: $9,975,7982018Assets 2019: $10,762,624Liabilities 2019: $15,832Net Assets 2019: $10,746,7922019Assets 2020: $10,852,454Liabilities 2020: $221,980Net Assets 2020: $10,630,4742020Assets 2021: $13,152,586Liabilities 2021: $72,564Net Assets 2021: $13,080,0222021Assets 2022: $12,532,411Liabilities 2022: $143,239Net Assets 2022: $12,389,1722022Assets 2023: $15,118,872Liabilities 2023: $413,472Net Assets 2023: $14,705,4002023Assets 2024: $16,443,995Liabilities 2024: $371,986Net Assets 2024: $16,072,0092024

Highlighted filing

2024

Assets$16,443,995
Liabilities$371,986
Net Assets$16,072,009
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2009: $575,366Expenses 2009: $1,244,396Net Income 2009: -$669,0302009Revenue 2010: $1,010,611Expenses 2010: $1,455,996Net Income 2010: -$445,3852010Revenue 2011: $1,139,122Expenses 2011: $1,441,299Net Income 2011: -$302,1772011Revenue 2012: $1,977,120Expenses 2012: $1,526,328Net Income 2012: $450,7922012Revenue 2013: $1,918,815Expenses 2013: $1,620,383Net Income 2013: $298,4322013Revenue 2014: $2,914,451Expenses 2014: $1,730,180Net Income 2014: $1,184,2712014Revenue 2015: $1,831,793Expenses 2015: $1,850,982Net Income 2015: -$19,1892015Revenue 2016: $2,110,887Expenses 2016: $1,867,045Net Income 2016: $243,8422016Revenue 2017: $1,714,252Expenses 2017: $1,867,165Net Income 2017: -$152,9132017Revenue 2018: $2,236,656Expenses 2018: $1,952,126Net Income 2018: $284,5302018Revenue 2019: $2,798,895Expenses 2019: $1,995,923Net Income 2019: $802,9722019Revenue 2020: $2,341,495Expenses 2020: $2,298,595Net Income 2020: $42,9002020Revenue 2021: $4,771,088Expenses 2021: $2,296,824Net Income 2021: $2,474,2642021Revenue 2022: $3,182,923Expenses 2022: $2,873,211Net Income 2022: $309,7122022Revenue 2023: $4,715,538Expenses 2023: $3,067,433Net Income 2023: $1,648,1052023Revenue 2024: $4,116,047Expenses 2024: $3,306,109Net Income 2024: $809,9382024

Highlighted filing

2024

Revenue$4,116,047
Expenses$3,306,109
Net Income$809,938
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,443,995
Liabilities
$371,986
Net assets
$16,072,009
Revenue
$4,116,047
Expenses
$3,306,109
Net income
$809,938
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.4$0.37$16.1$4.12$3.31$0.81
2023Detailed filing. Detailed filing data is available for this year.$15.1$0.41$14.7$4.72$3.07$1.65
2022Detailed filing. Detailed filing data is available for this year.$12.5$0.14$12.4$3.18$2.87$0.31
2021Detailed filing. Detailed filing data is available for this year.$13.2$0.07$13.1$4.77$2.30$2.47
2020Detailed filing. Detailed filing data is available for this year.$10.9$0.22$10.6$2.34$2.30$0.04
2019Detailed filing. Detailed filing data is available for this year.$10.8$0.02$10.7$2.80$2.00$0.80
2018Detailed filing. Detailed filing data is available for this year.$10.1$0.11$9.98$2.24$1.95$0.28
2017Detailed filing. Detailed filing data is available for this year.$9.85$0.22$9.62$1.71$1.87$0.15
2016Detailed filing. Detailed filing data is available for this year.$9.81$0.40$9.41$2.11$1.87$0.24
2015Detailed filing. Detailed filing data is available for this year.$9.57$0.26$9.32$1.83$1.85$0.02
2014Summary only. Only limited summary data is available for this year.$9.70$0.31$9.39$2.91$1.73$1.18
2013Summary only. Only limited summary data is available for this year.$8.95$0.35$8.60$1.92$1.62$0.30
2012Summary only. Only limited summary data is available for this year.$8.80$0.54$8.26$1.98$1.53$0.45
2011Summary only. Only limited summary data is available for this year.$8.69$0.86$7.83$1.14$1.44$0.30
2010Summary only. Only limited summary data is available for this year.$9.14$1.45$7.69$1.01$1.46$0.45
2009Summary only. Only limited summary data is available for this year.$9.60$1.67$7.93$0.58$1.24$0.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$6,908,851
Mission and Program Overview

Mission

Loyola's efforts are geared toward breaking the cycle of poverty through education. Loyola aims to meet a need that exists within the st. Louis metropolitan area - that is educating middle school boys who are from low-income families, reside in "high-risk" areas and who are experiencing varying socio-economic difficulties within their families. Loyola academy provides a college preparatory academic program, character education, enrichment, and recreation which enables graduates to succeed in college prep high schools.

Loyola academy of st. Louis is a catholic, jesuit, upper-elementary and middle school for boys who have the potential for college-preparatory work, but whose progress may be impeded by economic or social circumstances. The loyola community conducts a challenging program that supports families in preparing each student to achieve his full human potential. In the ignatian tradition, the school inspires its students to lives of service and leadership through the use of their god-given talents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,864,314$9,009,678▲ $1,145,364
Land, Buildings, and Equipment, Net$3,717,304$4,050,949▲ $333,645
Savings and Temporary Cash Investments$116,560$2,067,282▲ $1,950,722
Pledges and Grants Receivable$2,969,106$1,135,936▼ $1,833,170
Cash and Non-Interest-Bearing Accounts$418,606$179,030▼ $239,576
Accounts Receivable$30,428$0▼ $30,428
Prepaid Expenses and Deferred Charges$2,554$1,120▼ $1,434
Total Assets$15,118,872$16,443,995▲ $1,325,123
Liabilities
Accounts Payable and Accrued Expenses$260,806$295,861▲ $35,055
Deferred Revenue$152,666$76,125▼ $76,541
Total Liabilities$413,472$371,986▼ $41,486
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,880,783$8,039,967▲ $1,159,184
Net Assets With Donor Restrictions$7,824,617$8,032,042▲ $207,425
Total Net Assets Fund Balance$14,705,400$16,072,009▲ $1,366,609
Total Liabilities and Net Assets / Fund Balance$15,118,872$16,443,995▲ $1,325,123

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,261,495$2,213,574$5,475,069
Equipment$69,510$610,742$680,252
Other Land Buildings$558,944-$558,944
Land$161,000-$161,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$5,765,480$756,920▲ $383,628$-308,000$6,575,085
2022$5,993,776$-694,604▲ $488,043-$5,765,480
2021$5,298,070$500,000▲ $216,487-$5,993,776
2020$4,925,825$10,000▲ $379,411-$5,298,070
2019$4,688,472$10,000▲ $248,728-$4,925,825
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr H Eric ClarkPresidentFT$146,252$19,435$165,687

Board Members and Trustees

NameTitle
Paul B AndersonChair
Bob WackerCo-chair
Jeff RombachCo-chair
Greg HollandVice Chair
Aaron WilliamsDirector
Barry NewbergerDirector
Carlos RossDirector
Dan KleffnerDirector
David KocsDirector
Don GedersDirector
Fr Marcus FryerDirector
Gene Frederic IiiDirector
JE'VON ADAMS-WALKERDirector
Joe CarlsonDirector
Joe JedlickaDirector
Joseph BeileinDirector
Kevin SullivanDirector
Kristin EbertDirector
Matt LuzeckyDirector
Matt TotterdaleDirector
Meredith MurphyDirector
Michele ByasDirector
Mike BarryDirector
Mike Delano JrDirector
Paul RotermundDirector
Rhonda G MoloneyDirector
Rob GodlewskiDirector
Roderick CampbellDirector
Shelly McnuttDirector
Stephen P MarshDirector
Ted WilkisonDirector
Thad NealDirector
William MansfieldDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$3,456,030
Program Service Revenue
$112,237
Investment Income
$535,021
Other Revenue
$12,759
All Other Contributions
$2,676,782
Change in Net Assets
$809,938

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table44$80,723Estimated Fair Marke
Securities Publicly Traded4$18,781Fair Market Value
Total Noncash Contributions48$99,504-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,084,676
Revenue Not Reported on Financial Statements
$31,371
Revenue Not Reported on Form 990
$588,042
Total Revenue per Audited Statements
$4,672,718
Total Revenue per Form 990
$4,116,047
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,057,827
Other Expenses$944,312
Total Fundraising Expense$360,118
Grants and Similar Amounts Paid$303,970
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,100,199$189,162$204,756$1,494,117
Grants to Domestic Individuals$303,970--$303,970
Depreciation Depletion$167,472$19,703$9,851$197,026
Other Employee Benefits$136,248$23,623$24,984$184,855
Current Officers, Directors, Trustees, and Key Employees$128,179$25,635$17,091$170,905
Information Technology$107,538$12,651$6,326$126,515
Payroll Taxes$87,266$15,235$15,805$118,306
Pension Plan Contributions$66,009$11,350$12,285$89,644
All Other Expenses$43,810$5,862$32,497$82,169
Office Expenses$53,699$7,851$6,451$68,001
Insurance$37,514$6,549$6,794$50,857
Occupancy$39,374$4,632$2,316$46,322
Other Expenses$43,554$22,280$12,462$43,554
Fees for Services Accounting-$24,216-$24,216
Fees for Services Other-$7,756$8,500$16,256
Total Functional Expenses$2,569,486$376,505$360,118$3,306,109

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,306,109
Total Expenses per Audited Statements$3,306,109
Total Expenses per Form 990$3,306,109
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$312,485
Fundraising Gross Income$312,485
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournaments$424,639$194,449$31,282$163,167
NIGHT WITH KNIGHTS (CHEF'S EVENT)$541,569$95,415$8,701$86,714
Total Events$1,003,219$312,485$312,485$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Rick OwensBrotherAUTO REPAIRS ($961.48) AND LANDSCAPING ($1,030.25)No$1,992
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The corporation has members within the meaning of section 355.066 of the nonprofit corporation law of missouri. The members of the corporation shall constitute the board of members and shall be in such numbers and shall be selected in the manner and have such rights and duties as set forth in the bylaws of the corporation.”

Form 990, Part VI, Section A, Line 7A

“The governing body consists of the board of members and the board of trustees. The board of members shall consist of those designated as appointed members and those persons who may be elected to membership by the board of members. The board of trustees shall be elected by the board of trustees. The board of members has the right to remove members of the board of trustees with or without cause.”

Form 990, Part VI, Section A, Line 7B

“The board of members shall approve, disapprove, and recommend to the board of trustees amendments to the articles of incorporation and bylaws. The board of members shall also approve the incurrence of debt obligations as well as the sale, transfer, or encumbrance of any interest in real property in excess of limits imposed by the board of members. The board of members must also approve the sale, lease, transfer or encumbrance of all, or substantially all, of the assets of the corporation.”

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

“Prior to its being submitted to the internal revenue service, the organization's governing body has delegated the review responsibility of the final version of the form 990 to the finance committee due to sensitivities around donor privacy.”

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

“The organization's conflict of interest policy is distributed to board officers and members annually, requiring disclosure of any possible duality of interests that could give rise to conflicts. The organization enforces the policy regularly and consistently by reviewing the signed policies for any disclosed and possible conflicts. Any disclosed conflicts are brought to the attention of the board president and the executive committee makes a determination as to whether a real conflict is posed. The policy is required of new board members when they are approved for the board.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Loyola Academy of St Louis
EIN
43-1859076
Phone
3145319091
Address
3851 WASHINGTON AVE, ST LOUIS, MO 63108

Signing Officer

Name
Dr H Eric Clark
Title
President
Phone
3145319091
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr H Eric Clark
Formed
1999
Legal Domicile
Mo
Voting Board Members
34
Independent Board Members
34
Employees
29
Volunteers
201

Preparer

Firm
Anders Minkler Huber & Helm Llp
Address
800 MARKET STREET SUITE 500, ST LOUIS, MO 63101-2501
Preparer
John C Scott
Phone
3146555500
Supplemental Narrative

Additional Explanations

Form 990 Part XII, Line 2C

“The organization did not change its oversight process or selection process during the tax year.”

Financial Statement Notes

PART V, LINE 4:

“The earnings on the endowment funds are to be used to support the future activities of the school.”

PART X, LINE 2:

“The academy is exempt from federal income taxes under section 501(c)(3) of the internal revenue code (the "code"), except on net income derived from unrelated business activities as defined in the code. Accordingly, the academy files as a tax exempt organization. The academy follows guidance issued by the fasb on accounting for income taxes and has evaluated its tax positions, expiring statutes of limitations, changes in tax law and new authoritative rulings, and believes that no provision for income taxes is necessary to cover any uncertain tax positions. The academy's returns for tax years 2020 and later remain subject to examination by taxing authorities.”

Raw XML AppendixShowing 400 of 769 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/ActivityOrMissionDesc0LOYOLA ACADEMY OF ST. LOUIS IS A CATHOLIC, JESUIT, UPPER-ELEMENTARY AND MIDDLE SCHOOL FOR BOYS WHO HAVE THE POTENTIAL FOR COLLEGE-PREPARATORY WORK, BUT WHOSE PROGRESS MAY BE IMPEDED BY ECONOMIC OR SOCIAL CIRCUMSTANCES. THE LOYOLA COMMUNITY CONDUCTS A CHALLENGING PROGRAM THAT SUPPORTS FAMILIES IN PREPARING EACH STUDENT TO ACHIEVE HIS FULL HUMAN POTENTIAL. IN THE IGNATIAN TRADITION, THE SCHOOL INSPIRES ITS STUDENTS TO LIVES OF SERVICE AND LEADERSHIP THROUGH THE USE OF THEIR GOD-GIVEN TALENTS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR
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IRS990/MissionDesc0LOYOLA ACADEMY OF ST. LOUIS IS A CATHOLIC, JESUIT, UPPER-ELEMENTARY AND MIDDLE SCHOOL FOR BOYS WHO HAVE THE POTENTIAL FOR COLLEGE-PREPARATORY WORK, BUT WHOSE PROGRESS MAY BE IMPEDED BY ECONOMIC OR SOCIAL CIRCUMSTANCES. THE LOYOLA COMMUNITY CONDUCTS A CHALLENGING PROGRAM THAT SUPPORTS FAMILIES IN PREPARING EACH STUDENT TO ACHIEVE HIS FULL HUMAN POTENTIAL. IN THE IGNATIAN TRADITION, THE SCHOOL INSPIRES ITS STUDENTS TO LIVES OF SERVICE AND LEADERSHIP THROUGH THE USE OF THEIR GOD-GIVEN TALENTS.
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