Civic Intelligence

St. Matthews Permanent Endowment Fund of Newton Kansas Inc.

990EZ • Fiscal year 2014 • EIN 48-6132072

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 02, 2015

Organization ProfileN/A
2001 Windsor DrNewton, KS 67114-1250

(316) 283-3310

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

95th percentile

68%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

30%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$328,685

Up $19,084 (+6.2%) from 2013

Net Assets

Up

$328,685

Up $19,084 (+6.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin95th percentile

Revenue

Up

$27,903

Up $6,435 (+30%) from 2013

Expenses

Down

$8,819

Down $3,372 (-28%) from 2013

Net Income

Up

$19,084

Up $9,807 (+106%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$400K$300K$200K$100K$0Assets 2011: $301,438Liabilities 2011: $0Net Assets 2011: $301,4382011Assets 2012: $300,324Liabilities 2012: $0Net Assets 2012: $300,3242012Assets 2013: $309,601Liabilities 2013: $0Net Assets 2013: $309,6012013Assets 2014: $328,685Liabilities 2014: $0Net Assets 2014: $328,6852014Assets 2015: $339,084Liabilities 2015: $0Net Assets 2015: $339,0842015Assets 2016: $321,892Liabilities 2016: $0Net Assets 2016: $321,8922016Assets 2017: $325,345Liabilities 2017: $0Net Assets 2017: $325,3452017Assets 2018: $329,557Liabilities 2018: $0Net Assets 2018: $329,5572018Assets 2019: $345,820Liabilities 2019: $0Net Assets 2019: $345,8202019Assets 2020: $354,446Liabilities 2020: $0Net Assets 2020: $354,4462020Assets 2021: $354,545Liabilities 2021: $0Net Assets 2021: $354,5452021Assets 2022: $356,853Liabilities 2022: $0Net Assets 2022: $356,8532022Assets 2023: $357,445Liabilities 2023: $0Net Assets 2023: $357,4452023Assets 2024: $373,739Liabilities 2024: $0Net Assets 2024: $373,7392024

Highlighted filing

2014

Assets$328,685
Liabilities$0
Net Assets$328,685
Open 2014 Filing

Operations Trend

Revenue Growth78th percentile

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

$40K$20K$0-$20KRevenue 2011: $12,260Expenses 2011: $11,055Net Income 2011: $1,2052011Revenue 2012: $6,534Expenses 2012: $7,648Net Income 2012: -$1,1142012Revenue 2013: $21,468Expenses 2013: $12,191Net Income 2013: $9,2772013Revenue 2014: $27,903Expenses 2014: $8,819Net Income 2014: $19,0842014Revenue 2015: $18,882Expenses 2015: $8,483Net Income 2015: $10,3992015Revenue 2016: $1,865Expenses 2016: $19,057Net Income 2016: -$17,1922016Revenue 2017: $14,073Expenses 2017: $10,620Net Income 2017: $3,4532017Revenue 2018: $14,779Expenses 2018: $10,567Net Income 2018: $4,2122018Revenue 2019: $27,326Expenses 2019: $11,063Net Income 2019: $16,2632019Revenue 2020: $17,800Expenses 2020: $9,174Net Income 2020: $8,6262020Revenue 2021: $21,451Expenses 2021: $21,352Net Income 2021: $992021Revenue 2022: $18,161Expenses 2022: $15,853Net Income 2022: $2,3082022Revenue 2023: $18,721Expenses 2023: $18,129Net Income 2023: $5922023Revenue 2024: $34,773Expenses 2024: $18,479Net Income 2024: $16,2942024

Highlighted filing

2014

Revenue$27,903
Expenses$8,819
Net Income$19,084
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 2, 2015
Return Version
2014v5.0
Gross Receipts
$141,587
Mission and Program Overview

Mission

Religious and charitable grants

Program Services

DescriptionGrantsExpenses
ENDOWMENT FUND TO SUPPORT THE PROGRAMS AND SERVICES OF ST. MATTHEWS EPISCOPAL CHURCH - GRANTS INCLUDE $1,000 FOR CHURCH SCHOLARSHIPS AND $3,492 FOR CHURCH MAINTENANCE$4,492$4,492
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TWILA LOCKABYBoard-$0--
DAVID SIMMONDSTreas.-$0--
MARGARET KNUPPChair/Sr. Warden-$0--
MARY ANNE MCCLOUDBoard-$0--
RICK BECK MDBoard-$0--
Filing and Contact Details

Filer

Filer Name
St Matthews Permanent Endowment Fund Inc
EIN
48-6132072
Phone
3162833310
Address
2001 WINDSOR DR, NEWTON, KS 67114-1250

Signing Officer

Name
Margaret Knupp
Title
Chair
Phone
3162833310
Signed
2015-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Knudsen Monroe & Company LLC
Address
301 N MAIN SUITE 110, NEWTON, KS 67114-3459
Preparer
Christopher D Stauffer
Phone
3162835366
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Affiliate payments/reimbursements payments to affiliate st. Matthews episcopal church affiliate 4492.”

Form 990EZ, Part I, Line 16

“Securities mgmt fees 4287. Misc 40.”

Form 990EZ, Part II, Line 24

“Investments 237067. 248404.”

Raw XML Appendix160 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ST MATTHEWS EPISCOPAL CHURCH
IRS990EZ/BooksInCareOfDetail/PhoneNum03162833310
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02001 WINDSOR DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEWTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0671141250
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt014034
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021781
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0113684
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019084
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0309601
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0328685
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt016353
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04492
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0141587
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011550
IRS990EZ/LandAndBuildingsGrp/BOYAmt058500
IRS990EZ/LandAndBuildingsGrp/EOYAmt058500
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0309601
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0328685
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0309601
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0328685
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TWILA LOCKABY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID SIMMONDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARGARET KNUPP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY ANNE MCCLOUD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICK BECK MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREAS.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIR/SR. WARDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0237067
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0248404
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt04327
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RELIGIOUS AND CHARITABLE GRANTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENDOWMENT FUND TO SUPPORT THE PROGRAMS AND SERVICES OF ST. MATTHEWS EPISCOPAL CHURCH - GRANTS INCLUDE $1,000 FOR CHURCH SCHOLARSHIPS AND $3,492 FOR CHURCH MAINTENANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04492
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04492
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0130037
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08819
IRS990EZ/TotalProgramServiceExpensesAmt04492
IRS990EZ/TotalRevenueAmt027903
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0480648499
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04492
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST MATTHEWS EPISCOPAL CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt04492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFFILIATE PAYMENTS/REIMBURSEMENTS PAYMENTS TO AFFILIATE ST. MATTHEWS EPISCOPAL CHURCH AFFILIATE 4492.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SECURITIES MGMT FEES 4287. MISC 40.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENTS 237067. 248404.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARGARET KNUPP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum03162833310
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ST MATTHEWS PERMANENT ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0STMA
ReturnHeader/Filer/EIN0486132072
ReturnHeader/Filer/PhoneNum03162833310
ReturnHeader/Filer/USAddress/AddressLine1Txt02001 WINDSOR DR
ReturnHeader/Filer/USAddress/CityNm0NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd0671141250
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KNUDSEN MONROE & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 N MAIN SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0671143459
ReturnHeader/PreparerPersonGrp/PhoneNum03162835366
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER D STAUFFER
ReturnHeader/ReturnTs02015-11-09T07:15:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$328,685
Liabilities
$0
Net assets
$328,685
Revenue
$27,903
Expenses
$8,819
Net income
$19,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.35$0.18$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.19$0.18$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.18$0.16$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.21$0.21$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.18$0.09$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.27$0.11$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.15$0.11$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.14$0.11$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.02$0.19$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.19$0.08$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.28$0.09$0.19
2013Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.21$0.12$0.09
2012Summary only. Only limited summary data is available for this year.$3.00$0.00$3.00$0.07$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$3.01$0.00$3.01$0.12$0.11$0.01