Civic Intelligence

Mount Saint Clare Education Charitable

EIN 45-5445734 • Clinton, IA

235 6th Avenue SouthClinton, IA 52732-4305
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

29th percentile

-5.3%

Higher net margin than 29% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

50th percentile

$10,202

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

40th percentile

0.1%

Faster asset growth than 40% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,780,472

Up $3,202 (+0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,780,472

Up $3,202 (+0.1%) from 2023

Revenue

Down

$220,565

Down $40,798 (-16%) from 2023

Expenses

Up

$232,313

Up $41,608 (+22%) from 2023

Net Income

Down

-$11,748

Down $82,406 (-117%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2013: $2,669,472Liabilities 2013: $02013Assets 2014: $2,718,113Liabilities 2014: $02014Assets 2015: $2,687,853Liabilities 2015: $02015Assets 2019: $2,524,730Liabilities 2019: $02019Assets 2020: $2,507,698Liabilities 2020: $0Net Assets 2020: $2,507,6982020Assets 2021: $2,747,148Liabilities 2021: $0Net Assets 2021: $2,747,1482021Assets 2022: $2,703,512Liabilities 2022: $0Net Assets 2022: $2,703,5122022Assets 2023: $2,777,270Liabilities 2023: $0Net Assets 2023: $2,777,2702023Assets 2024: $2,780,472Liabilities 2024: $0Net Assets 2024: $2,780,4722024

Highlighted filing

2024

Assets$2,780,472
Liabilities$0
Net Assets$2,780,472

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $3,230,651Expenses 2013: $158,696Net Income 2013: $3,071,9552013Revenue 2014: $206,908Expenses 2014: $158,267Net Income 2014: $48,6412014Revenue 2015: $126,289Expenses 2015: $156,549Net Income 2015: -$30,2602015Revenue 2019: $83,542Expenses 2019: $188,324Net Income 2019: -$104,7822019Revenue 2020: $168,318Expenses 2020: $185,350Net Income 2020: -$17,0322020Revenue 2021: $429,818Expenses 2021: $190,768Net Income 2021: $239,0502021Revenue 2022: $191,777Expenses 2022: $235,413Net Income 2022: -$43,6362022Revenue 2023: $261,363Expenses 2023: $190,705Net Income 2023: $70,6582023Revenue 2024: $220,565Expenses 2024: $232,313Net Income 2024: -$11,7482024

Highlighted filing

2024

Revenue$220,565
Expenses$232,313
Net Income-$11,748

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 6, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clinton National BankTrustee-$10,202-$10,202
Filing and Contact Details

Filer

Filer Name
Mount Saint Clare Education Charitable
EIN
45-5445734
Phone
5632431243
Address
235 6th Avenue South, Clinton, IA 52732-4305

Signing Officer

Name
Savannah Daugherty
Title
Trustee
Phone
5632431243
Signed
2025-03-06
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Deb Nelson CPA
Phone
6122536500
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AppliedToPriorYearElection/ElectionDesc0SECTION 4942(h)(2) ELECTIONAS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONS Mount Saint Clare Education Charitable Trust45-5445734 235 6th Avenue South, Clinton, IA 52732-4305 December 31, 2024Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2) , the above referenced foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from the tax year ending December 31, 2024 in the amount of $5,240.
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05101
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010202
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0211100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0211100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0104168
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0104168
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-11748
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0264258
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt014950
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0116397
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0215077
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0387
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05886
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt014950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0221326
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05488
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0232313
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0220565
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0220565
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010226
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05488
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0147861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0103776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0103776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0251637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0116397
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-11748
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt014950
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02780472
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02777270
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02780472
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0218946
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0203996
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0218946
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0206986
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt014950
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02990
IRS990PF/DistributableAmountGrp/TotalTaxAmt02990
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02990
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02990
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02990
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03640
IRS990PF/FMVAssetsEOYAmt04206433
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0791247
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0703598
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02173419
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01973263
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02066501
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02022641
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02777270
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02780472
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012760
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010373
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010373
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02777270
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02780472
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04206433
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02777270
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02780472
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02777270
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02780472
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04202761
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt035137
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04167624
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt063041
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0206986
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04139720
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04202761
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Clinton National Bank
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0235 6th Avenue South
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Clinton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0527324305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0221326
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0221326
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01

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