Civic Intelligence

Santa Maria Association Inc

EIN 48-0897771 • 501(c)2 • Leavenworth, KS

Profile

Santa maria assoc is the fundraising arm and chief financial supporter of the immaculata chapter leavenworth of the knights of columbus it exists primarily to raise funds for the charitable cases including the local catholic schools and others

Fourth And Delaware PO Box 321Leavenworth, KS 66048
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

25th percentile

-27%

Higher net margin than 25% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)2 • <$500k nonprofits • Source year 2024

Asset Growth

23rd percentile

-100%

Faster asset growth than 23% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

90%

Faster revenue growth than 91% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$0

Down $183,994 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $183,994 (-100%) from 2022

Revenue

Up

$8,987

Up $4,210 (+88%) from 2022

Expenses

Down

$11,420

Down $4,531 (-28%) from 2022

Net Income

Up

-$2,433

Up $8,741 (+78%) from 2022

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $371,472Liabilities 2011: $500Net Assets 2011: $370,9722011Assets 2018: $351,864Liabilities 2018: $0Net Assets 2018: $351,8642018Assets 2019: $330,906Liabilities 2019: $0Net Assets 2019: $330,9062019Assets 2020: $358,898Liabilities 2020: $0Net Assets 2020: $358,8982020Assets 2021: $195,168Net Assets 2021: $195,1682021Assets 2022: $183,994Net Assets 2022: $183,9942022Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities-
Net Assets$0

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2011: $38,5952011Revenue 2018: $38,033Expenses 2018: $30,731Net Income 2018: $7,3022018Revenue 2019: $29,555Expenses 2019: $26,242Net Income 2019: $3,3132019Revenue 2020: $31,145Expenses 2020: $31,387Net Income 2020: -$2422020Revenue 2021: $105,166Expenses 2021: $21,283Net Income 2021: $83,8832021Revenue 2022: $4,777Expenses 2022: $15,951Net Income 2022: -$11,1742022Revenue 2024: $8,987Expenses 2024: $11,420Net Income 2024: -$2,4332024

Highlighted filing

2024

Revenue$8,987
Expenses$11,420
Net Income-$2,433

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 17, 2020
Return Version
2019v5.1
Gross Receipts
$55,691
Mission and Program Overview

Mission

Santa maria assoc is the fundraising arm and chief financial supporter of the immaculata chapter leavenworth of the knights of columbus it exists primarily to raise funds for the charitable cases including the local catholic schools and others

Santa maria association is the fundraising arm and chief financial supporter of the immaculata chapter (leavenworth) of the knights of columbus. It exists primarily to raise funds for charity cases

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$327,593$330,906▲ $3,313
Land, Buildings, and Equipment, Net$315,631$315,613▼ $18
Cash and Non-Interest-Bearing Accounts$10,592$13,943▲ $3,351
Inventories for Sale or Use$1,370$1,350▼ $20
Total Assets$327,593$330,906▲ $3,313
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$327,593$330,906▲ $3,313
Total Liabilities and Net Assets / Fund Balance$327,593$330,906▲ $3,313

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$215,613-$215,613
Land$100,000-$100,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Tom WinkelbaurTreasurerPT$2,040$2,040

Board Members and Trustees

NameTitle
Mike FitzgeraldPresident
Bill McnameeVice President
Ken UphausDirector
Tim LednickyDirector
Tom FitzgeraldBar Manager
Ed KeeleySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$3,529
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$26,024
Change in Net Assets
$3,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,202
Salaries, Compensation, and Employee Benefits$2,040
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$12,281$3,070-$15,351
Occupancy$3,231$3,232-$6,463
Insurance$1,111$1,112-$2,223
Current Officers, Directors, Trustees, and Key Employees-$2,040-$2,040
Fees for Services Accounting-$165-$165
Total Functional Expenses$16,623$9,619$0$26,242
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,529
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

01. Officer, Directors, Etc. Family Relationship (part VI, Line 2)

The wife of the bar manager, who is an officer and key employee, is paid a low hourly rate for bartending.

02. Members of Stockholder Classes and Rights (part VI, Line 6)

There is no discrimination present for members of the santa maria association. All members are treated equally as far as decisions and benefits are concerned. Voluntering for office or helping is the only criteria as to which members or officers perform various duties.

03. Member Election for Additional Members (part VI, Line 7A)

The santa maria association is strictly a volunter organization. No members are turned down or would be except possibly for their having a bad reputation, criminal record, or obvious intent to harm the organization.

04. Governing Bod Decisions (part VI, Line 7B)

Governing body decisions are made as needed at the monthly meeting of the santa maris association's bosrd fo directors after a through discussion of the issues.

05. Governing Body Meeting Documentation (part VI) Line 8A)

Notes are taken at each meeting by the secretary of the association

06. Form 990 Governing Body Review (part VI, Line 11)

The governing body discusses, reviews and makes a majority decison on all important matters that come before the association.

07. Officer, Director, Etc Mailing Address (part VI, Line 9)

The mailing address is that of the building which the assocaiation owns and conduts its business at 4th & delaware street, leavenworth, kansas, 66048

08. Ceo, Executive Director, Top Management Comp (part VI, Line 15A)

The only officer of the association recieving any compensation is the treasure who recieves $75 a month for maintaining financial records. He is also paid a small stipend each month for cleaning the bar and surrounding area. His total compensation for the year was less than $2100.00.

09. Governing Documents, Etc, Available to Public (part VI, Line 19)

All records are available to the public at the association's building upon request from the public

Filing and Contact Details

Filer

Filer Name
Santa Maria Association Inc
EIN
48-0897771
Phone
9132505258
Address
FOURTH AND DELAWARE PO BOX 321, LEAVENWORTH, KS 66048

Signing Officer

Name
Tom Winkelbaur
Title
Treasurer
Phone
9132505258
Signed
2020-07-17
Discuss with paid preparer
Yes

Organization Details

Formed
1920
Legal Domicile
Ks
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Hrb Tax Group Inc
Address
390 ASH, LEAVENWORTH, KS 66048
Preparer
Laszlo Taborosi
Phone
9136821138
Supplemental Narrative

Additional Explanations

10. List of Other Fees for Services Expenses (part IX, Line 11G)

A detailed sheet itemizing expenses totaled part ix line 19 are included with this tax return.

11. List of Other Expenses (part IX, Line 24E)

A schedule of other expenses totaling 111111 on schedule o is included with this return

Raw XML Appendix361 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.

Path#Value
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IRS990/ActivityOrMissionDesc0SANTA MARIA ASSOCIATION IS THE FUNDRAISING ARM AND CHIEF FINANCIAL SUPPORTER OF THE IMMACULATA CHAPTER (LEAVENWORTH) OF THE KNIGHTS OF COLUMBUS. IT EXISTS PRIMARILY TO RAISE FUNDS FOR CHARITY CASES
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IRS990/Form990PartVIISectionAGrp/PersonNm5TIM LEDNICKY
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BAR MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/MissionDesc0SANTA MARIA ASSOC IS THE FUNDRAISING ARM AND CHIEF FINANCIAL SUPPORTER OF THE IMMACULATA CHAPTER LEAVENWORTH OF THE KNIGHTS OF COLUMBUS IT EXISTS PRIMARILY TO RAISE FUNDS FOR THE CHARITABLE CASES INCLUDING THE LOCAL CATHOLIC SCHOOLS AND OTHERS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE WIFE OF THE BAR MANAGER, WHO IS AN OFFICER AND KEY EMPLOYEE, IS PAID A LOW HOURLY RATE FOR BARTENDING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE IS NO DISCRIMINATION PRESENT FOR MEMBERS OF THE SANTA MARIA ASSOCIATION. ALL MEMBERS ARE TREATED EQUALLY AS FAR AS DECISIONS AND BENEFITS ARE CONCERNED. VOLUNTERING FOR OFFICE OR HELPING IS THE ONLY CRITERIA AS TO WHICH MEMBERS OR OFFICERS PERFORM VARIOUS DUTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SANTA MARIA ASSOCIATION IS STRICTLY A VOLUNTER ORGANIZATION. NO MEMBERS ARE TURNED DOWN OR WOULD BE EXCEPT POSSIBLY FOR THEIR HAVING A BAD REPUTATION, CRIMINAL RECORD, OR OBVIOUS INTENT TO HARM THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING BODY DECISIONS ARE MADE AS NEEDED AT THE MONTHLY MEETING OF THE SANTA MARIS ASSOCIATION'S BOSRD FO DIRECTORS AFTER A THROUGH DISCUSSION OF THE ISSUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NOTES ARE TAKEN AT EACH MEETING BY THE SECRETARY OF THE ASSOCIATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING BODY DISCUSSES, REVIEWS AND MAKES A MAJORITY DECISON ON ALL IMPORTANT MATTERS THAT COME BEFORE THE ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE MAILING ADDRESS IS THAT OF THE BUILDING WHICH THE ASSOCAIATION OWNS AND CONDUTS ITS BUSINESS AT 4TH & DELAWARE STREET, LEAVENWORTH, KANSAS, 66048
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ONLY OFFICER OF THE ASSOCIATION RECIEVING ANY COMPENSATION IS THE TREASURE WHO RECIEVES $75 A MONTH FOR MAINTAINING FINANCIAL RECORDS. HE IS ALSO PAID A SMALL STIPEND EACH MONTH FOR CLEANING THE BAR AND SURROUNDING AREA. HIS TOTAL COMPENSATION FOR THE YEAR WAS LESS THAN $2100.00.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ALL RECORDS ARE AVAILABLE TO THE PUBLIC AT THE ASSOCIATION'S BUILDING UPON REQUEST FROM THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9A DETAILED SHEET ITEMIZING EXPENSES TOTALED PART IX LINE 19 ARE INCLUDED WITH THIS TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10A SCHEDULE OF OTHER EXPENSES TOTALING 111111 ON SCHEDULE O IS INCLUDED WITH THIS RETURN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc001. OFFICER, DIRECTORS, ETC. FAMILY RELATIONSHIP (PART VI, LINE 2)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc102. MEMBERS OF STOCKHOLDER CLASSES AND RIGHTS (PART VI, LINE 6)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc203. MEMBER ELECTION FOR ADDITIONAL MEMBERS (PART VI, LINE 7A)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc304. GOVERNING BOD DECISIONS (PART VI, LINE 7B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc405. GOVERNING BODY MEETING DOCUMENTATION (PART VI) LINE 8A)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc506. FORM 990 GOVERNING BODY REVIEW (PART VI, LINE 11)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc607. OFFICER, DIRECTOR, ETC MAILING ADDRESS (PART VI, LINE 9)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc708. CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT COMP (PART VI, LINE 15A)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc809. GOVERNING DOCUMENTS, ETC, AVAILABLE TO PUBLIC (PART VI, LINE 19)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc910. LIST OF OTHER FEES FOR SERVICES EXPENSES (PART IX, LINE 11G)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1011. LIST OF OTHER EXPENSES (PART IX, LINE 24E)
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0KNIGHTS OF COLUMBUS KANSAS STATE COUNCIL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KNIGHTS OF COLUMBUS COUNCIL 900
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0FOURTH DELAWARE STREET
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0327593
IRS990/TotalAssetsEOYAmt0330906
IRS990/TotalAssetsGrp/BOYAmt0327593
IRS990/TotalAssetsGrp/EOYAmt0330906
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03529
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09619
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt016623
IRS990/TotalFunctionalExpensesGrp/TotalAmt026242
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0327593
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0330906
IRS990/TotalProgramServiceExpensesAmt026242
IRS990/TotalReportableCompFromOrgAmt02040
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022497
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt029555
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0327593
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0330906
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 321
IRS990/USAddress/CityNm0Leavenworth
IRS990/USAddress/StateAbbreviationCd0KS
IRS990/USAddress/ZIPCd066048
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM WINKELBAUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09132505258
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA MARIA ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0480897771
ReturnHeader/Filer/PhoneNum09132505258
ReturnHeader/Filer/USAddress/AddressLine1Txt0FOURTH AND DELAWARE PO BOX 321
ReturnHeader/Filer/USAddress/CityNm0LEAVENWORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066048
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06EBC1544673FC4047A05E7AB15E15833A25C7E61
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06EBC1544673FC4047A05E7AB15E15833A25C7E61
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.118.213.231
ReturnHeader/FilingSecurityInformation/IPDt02020-07-21
ReturnHeader/FilingSecurityInformation/IPTm009:15:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0390 ASH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEAVENWORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066048
ReturnHeader/PreparerPersonGrp/PhoneNum09136821138
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laszlo Taborosi
ReturnHeader/ReturnTs02020-07-17T20:04:32Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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