Civic Intelligence

Sears Alumnae Foundation Trust

EIN 43-6021492 • 501(c)3 • Dallas, TX

Pub. 78 Eligible

Profile

Support mary institute teachers and former teachers

PO Box 653067Dallas, TX 75265-3067

none

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

30th percentile

-4.0%

Higher net margin than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

37th percentile

-0.2%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-41%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,973,240

Down $3,336 (-0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,973,240

Down $3,336 (-0.2%) from 2023

Revenue

Down

$83,265

Down $57,738 (-41%) from 2023

Expenses

Down

$86,563

Down $2,025 (-2.3%) from 2023

Net Income

Down

-$3,298

Down $55,713 (-106%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,494,136Liabilities 2011: $0Net Assets 2011: $1,494,1362011Assets 2012: $1,520,124Liabilities 2012: $0Net Assets 2012: $1,520,1242012Assets 2013: $1,606,781Liabilities 2013: $0Net Assets 2013: $1,606,7812013Assets 2014: $1,707,123Liabilities 2014: $0Net Assets 2014: $1,707,1232014Assets 2015: $1,769,668Liabilities 2015: $0Net Assets 2015: $1,769,6682015Assets 2016: $1,781,269Liabilities 2016: $0Net Assets 2016: $1,781,2692016Assets 2017: $1,815,415Liabilities 2017: $0Net Assets 2017: $1,815,4152017Assets 2018: $1,840,248Liabilities 2018: $0Net Assets 2018: $1,840,2482018Assets 2019: $1,861,733Liabilities 2019: $0Net Assets 2019: $1,861,7332019Assets 2020: $1,904,740Liabilities 2020: $0Net Assets 2020: $1,904,7402020Assets 2021: $1,954,548Liabilities 2021: $0Net Assets 2021: $1,954,5482021Assets 2022: $1,924,925Liabilities 2022: $0Net Assets 2022: $1,924,9252022Assets 2023: $1,976,576Liabilities 2023: $0Net Assets 2023: $1,976,5762023Assets 2024: $1,973,240Liabilities 2024: $0Net Assets 2024: $1,973,2402024

Highlighted filing

2024

Assets$1,973,240
Liabilities$0
Net Assets$1,973,240

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $25,944Expenses 2011: $52,503Net Income 2011: -$26,5592011Revenue 2012: $66,673Expenses 2012: $40,817Net Income 2012: $25,8562012Revenue 2013: $139,357Expenses 2013: $52,475Net Income 2013: $86,8822013Revenue 2014: $157,650Expenses 2014: $56,130Net Income 2014: $101,5202014Revenue 2015: $99,777Expenses 2015: $38,451Net Income 2015: $61,3262015Revenue 2016: $105,173Expenses 2016: $92,656Net Income 2016: $12,5172016Revenue 2017: $107,089Expenses 2017: $71,514Net Income 2017: $35,5752017Revenue 2018: $104,187Expenses 2018: $77,426Net Income 2018: $26,7612018Revenue 2019: $89,347Expenses 2019: $67,884Net Income 2019: $21,4632019Revenue 2020: $91,198Expenses 2020: $47,833Net Income 2020: $43,3652020Revenue 2021: $160,460Expenses 2021: $110,433Net Income 2021: $50,0272021Revenue 2022: $33,477Expenses 2022: $63,026Net Income 2022: -$29,5492022Revenue 2023: $141,003Expenses 2023: $88,588Net Income 2023: $52,4152023Revenue 2024: $83,265Expenses 2024: $86,563Net Income 2024: -$3,2982024

Highlighted filing

2024

Revenue$83,265
Expenses$86,563
Net Income-$3,298

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.08$0.09$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.14$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.03$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.16$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.09$0.05$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.09$0.07$0.02
2018Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$0.10$0.08$0.03
2017Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$0.11$0.07$0.04
2016Summary only. Only limited summary data is available for this year.$1.78$0.00$1.78$0.11$0.09$0.01
2015Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$0.10$0.04$0.06
2014Summary only. Only limited summary data is available for this year.$1.71$0.00$1.71$0.16$0.06$0.10
2013Summary only. Only limited summary data is available for this year.$1.61$0.00$1.61$0.14$0.05$0.09
2012Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$0.07$0.04$0.03
2011Summary only. Only limited summary data is available for this year.$1.49$0.00$1.49$0.03$0.05$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Gross Receipts
$205,556
Mission and Program Overview

Mission

Support mary institute teachers and former teachers

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,976,576$1,973,240▼ $3,336
Investments in Publicly Traded Securities$1,901,355$1,909,965▲ $8,610
Savings and Temporary Cash Investments$75,221$63,275▼ $11,946
Total Assets$1,976,576$1,973,240▼ $3,336
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,976,576$1,973,240▼ $3,336
Total Liabilities and Net Assets / Fund Balance$1,976,576$1,973,240▼ $3,336
Compensation and Service Providers

Employees

NameTitleBaseTotal
Bank of AmericaCo-fiduciary$26,621$26,621

Board Members and Trustees

NameTitle
Anne McalpinCo-trustee
Lisa NoussCo Fiduciary
Mimi CarnalCo-fidnuciary
Lisa CoulterCo-fiduciary
Mckay N MillsCo-fiduciary
Muffy Peters BrennanCo-fiduciary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$83,265
Other Revenue
$0
Change in Net Assets
$-3,298
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$58,905
Salaries, Compensation, and Employee Benefits$26,621
Other Expenses$1,037
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$58,905--$58,905
Current Officers, Directors, Trustees, and Key Employees$10,649$15,972-$26,621
All Other Expenses-$1,037-$1,037
Total Functional Expenses$69,554$17,009$0$86,563
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
Business relationship with 35% controlled entity
No
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

When decisions are made, they are documented in the permanent record

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

Decsions are made by committee

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Tax department prepares, reviews and files form 990

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

ANNUAL STATEMENT

FORM 990, PAGE 6, PART VI, LINE 15A

Not applicable trust has corporate trustee

Form 990, Page 6, Part VI, Line 18

UPON REQUEST

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Sears Alumnae Foundation Trust
EIN
43-6021492
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-05-09

Organization Details

Principal Officer
Bank of America
Formed
1922
Legal Domicile
Mo
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Tye income adjustment 127.75, carrying value adjustment (126.07), mutual fund income (38.19)

Raw XML Appendix357 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECSIONS ARE MADE BY COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX DEPARTMENT PREPARES, REVIEWS AND FILES FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL STATEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NOT APPLICABLE TRUST HAS CORPORATE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TYE INCOME ADJUSTMENT 127.75, CARRYING VALUE ADJUSTMENT (126.07), MUTUAL FUND INCOME (38.19)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MARY INSTITUTE AND ST LOUIS COUNTRY DAY SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0430653366
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PUBLIC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0101 N WARSON RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ST LOUIS
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd063124
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MO
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01976576
IRS990/TotalAssetsEOYAmt01973240
IRS990/TotalAssetsGrp/BOYAmt01976576
IRS990/TotalAssetsGrp/EOYAmt01973240
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017009
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt069554
IRS990/TotalFunctionalExpensesGrp/TotalAmt086563
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01976576
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01973240
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt069554
IRS990/TotalReportableCompFromOrgAmt026621
IRS990/TotalRevenueGrp/ExclusionAmt073159
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt083265
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01976576
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01973240
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 N BROADWAY
IRS990/USAddress/CityNm0ST LOUIS
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063101
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SEARS ALUMNAE FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SEAR
ReturnHeader/Filer/EIN0436021492
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-05-12T12:01:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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