Civic Intelligence

St Agnes Academy Foundation

990 • Fiscal year 2017 • EIN 47-0644285

May 01, 2016 to Apr 30, 2017 • Filed on Jun 05, 2017

1104 CheyenneAlliance, NE 69301

(308) 762-2009

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

37th percentile

$7,980

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

47th percentile

2.3%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-52%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,138,383

Up $25,319 (+2.3%) from 2016

Net Assets

Up

$1,137,648

Up $25,319 (+2.3%) from 2016

Liabilities

Flat

$735

Flat from 2016

Revenue

Down

$146,410

Down $158,782 (-52%) from 2016

Expenses

Down

$121,091

Down $25,145 (-17%) from 2016

Net Income

Down

$25,319

Down $133,637 (-84%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $797,630Liabilities 2010: $830Net Assets 2010: $796,8002010Assets 2011: $823,363Liabilities 2011: $799Net Assets 2011: $822,5642011Assets 2012: $810,394Liabilities 2012: $799Net Assets 2012: $809,5952012Assets 2013: $800,048Liabilities 2013: $750Net Assets 2013: $799,2982013Assets 2014: $895,494Liabilities 2014: $791Net Assets 2014: $894,7032014Assets 2015: $954,164Liabilities 2015: $791Net Assets 2015: $953,3732015Assets 2016: $1,113,064Liabilities 2016: $735Net Assets 2016: $1,112,3292016Assets 2017: $1,138,383Liabilities 2017: $735Net Assets 2017: $1,137,6482017Assets 2018: $1,182,505Liabilities 2018: $722Net Assets 2018: $1,181,7832018Assets 2019: $1,269,358Liabilities 2019: $594Net Assets 2019: $1,268,7642019Assets 2020: $1,318,505Liabilities 2020: $472Net Assets 2020: $1,318,0332020Assets 2021: $1,358,375Liabilities 2021: $116Net Assets 2021: $1,358,2592021Assets 2022: $1,999,177Liabilities 2022: $116Net Assets 2022: $1,999,0612022Assets 2023: $1,975,760Liabilities 2023: $347Net Assets 2023: $1,975,4132023Assets 2024: $2,027,063Liabilities 2024: $0Net Assets 2024: $2,027,0632024Assets 2025: $2,193,821Liabilities 2025: $0Net Assets 2025: $2,193,8212025

Highlighted filing

2017

Assets$1,138,383
Liabilities$735
Net Assets$1,137,648

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $126,8382010Expenses 2011: $109,9682011Expenses 2012: $110,9692012Expenses 2013: $117,9612013Revenue 2014: $212,210Expenses 2014: $116,805Net Income 2014: $95,4052014Revenue 2015: $191,118Expenses 2015: $132,448Net Income 2015: $58,6702015Revenue 2016: $305,192Expenses 2016: $146,236Net Income 2016: $158,9562016Revenue 2017: $146,410Expenses 2017: $121,091Net Income 2017: $25,3192017Revenue 2018: $182,222Expenses 2018: $138,087Net Income 2018: $44,1352018Revenue 2019: $214,512Expenses 2019: $129,376Net Income 2019: $85,1362019Revenue 2020: $210,628Expenses 2020: $161,359Net Income 2020: $49,2692020Revenue 2021: $168,695Expenses 2021: $128,469Net Income 2021: $40,2262021Revenue 2022: $831,302Expenses 2022: $190,500Net Income 2022: $640,8022022Revenue 2023: $212,794Expenses 2023: $236,443Net Income 2023: -$23,6492023Revenue 2024: $221,775Expenses 2024: $170,124Net Income 2024: $51,6512024Revenue 2025: $372,769Expenses 2025: $206,011Net Income 2025: $166,7582025

Highlighted filing

2017

Revenue$146,410
Expenses$121,091
Net Income$25,319
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Jun 5, 2017
Return Version
2016v3.0
Gross Receipts
$178,002
Mission and Program Overview

Mission

Support operation of st agnes academy school

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,029,848$1,057,281▲ $27,433
Savings and Temporary Cash Investments$83,216$81,102▼ $2,114
Total Assets$1,113,064$1,138,383▲ $25,319
Liabilities
Accounts Payable and Accrued Expenses$735$735→ $0
Total Liabilities$735$735→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$940,183$841,781▼ $98,402
Temporarily Rstr Net Assets$94,646$218,367▲ $123,721
Unrestricted Net Assets$77,500$77,500→ $0
Total Net Assets Fund Balance$1,112,329$1,137,648▲ $25,319
Total Liabilities and Net Assets / Fund Balance$1,113,064$1,138,383▲ $25,319
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Edna BroadSecretaryPT$7,980$7,980

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$72,868
Program Service Revenue
$0
Investment Income
$49,173
Other Revenue
$24,369
All Other Contributions
$72,868
Change in Net Assets
$25,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,181
Salaries, Compensation, and Employee Benefits$8,591
Other Expenses$2,319
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$110,181--$110,181
Current Officers, Directors, Trustees, and Key Employees-$7,980-$7,980
Fees for Services Accounting-$1,475-$1,475
Office Expenses-$844-$844
Payroll Taxes-$611-$611
Total Functional Expenses$110,181$10,910$0$121,091
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Agnes Academy SchoolAlliance, NE3Operate a School$98,644
St Agnes Academy SchoolAlliance, NE3Bldg & Equipment$11,537
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$54,530
Fundraising Direct Expenses$30,161
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raffle$42,455$42,455$261$42,194
200 Club$12,075$12,075-$12,075
Total Events$54,530$54,530$30,161$24,369
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
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
No
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

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
St Agnes Academy Foundation
EIN
47-0644285
Phone
3087622009
Address
1104 CHEYENNE, ALLIANCE, NE 69301

Signing Officer

Name
Edna Broad
Title
Secretary
Phone
3087622009
Signed
2017-06-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fr Timothy Stoner
Formed
1982
Legal Domicile
Ne
Voting Board Members
10
Independent Board Members
0
Employees
1

Preparer

Firm
Rk Nelson and Associates
Address
PO BOX 400, ALLIANCE, NE 69301
Preparer
Mark S Miller
Phone
3087625811
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IRS990/TotalAssetsGrp/BOYAmt01113064
IRS990/TotalAssetsGrp/EOYAmt01138383
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt072868
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010910
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0110181
IRS990/TotalFunctionalExpensesGrp/TotalAmt0121091
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0735
IRS990/TotalLiabilitiesEOYAmt0735
IRS990/TotalLiabilitiesGrp/BOYAmt0735
IRS990/TotalLiabilitiesGrp/EOYAmt0735
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01112329
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01137648
IRS990/TotalProgramServiceExpensesAmt0110181
IRS990/TotalReportableCompFromOrgAmt07980
IRS990/TotalRevenueGrp/ExclusionAmt073542
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0146410
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01113064
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01138383
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt077500
IRS990/UnrestrictedNetAssetsGrp/EOYAmt077500
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01104 CHEYENNE
IRS990/USAddress/AddressLine2Txt01104 CHEYENNE
IRS990/USAddress/CityNm0ALLIANCE
IRS990/USAddress/StateAbbreviationCd0NE
IRS990/USAddress/ZIPCd069301
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDNA BROAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03087622009
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST AGNES ACADEMY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STAG
ReturnHeader/Filer/EIN0470644285
ReturnHeader/Filer/PhoneNum03087622009
ReturnHeader/Filer/USAddress/AddressLine1Txt01104 CHEYENNE
ReturnHeader/Filer/USAddress/CityNm0ALLIANCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd069301
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00B8C7E3F4B154EC4BE542D7C06C33639738C5801
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FD8B5FD1488E6065C7B43F89B55E32EE98AD4810
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470630270
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RK NELSON AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALLIANCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd069301
ReturnHeader/PreparerPersonGrp/PhoneNum03087625811
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S MILLER
ReturnHeader/ReturnTs02017-06-06T11:38:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.37$0.21$0.17
2024Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.22$0.17$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.21$0.24$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.83$0.19$0.64
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.17$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.21$0.16$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.21$0.13$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.18$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.15$0.12$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.31$0.15$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.19$0.13$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.89$0.21$0.12$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.13