Civic Intelligence

St. Elizabeth School Foundation Inc.

990 • Fiscal year 2018 • EIN 52-2249488

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 09, 2019

Organization ProfileWWW.STELIZABETH-SCHOOL.ORG
801 Argonne DriveBaltimore, MD 21218

(410) 889-5054

Siviq Scores

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

Liabilities / Assets

54th percentile

0.25x

Higher debt load relative to assets than 54% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

5.80x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

93rd percentile

45%

Faster asset growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-30%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$19,055,443

Up $5,953,737 (+45%) from 2017

Net Assets

Up

$14,282,716

Up $1,181,010 (+9.0%) from 2017

Liabilities

Up

$4,772,727

Up $4,772,727 from 2017

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin98th percentile

Revenue

Down

$822,697

Down $347,355 (-30%) from 2017

Expenses

Down

$91,448

Down $204,766 (-69%) from 2017

Net Income

Down

$731,249

Down $142,589 (-16%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$30M$20M$10M$0Assets 2011: $8,815,863Liabilities 2011: $2,700Net Assets 2011: $8,813,1632011Assets 2012: $9,140,281Liabilities 2012: $0Net Assets 2012: $9,140,2812012Assets 2013: $10,026,478Liabilities 2013: $0Net Assets 2013: $10,026,4782013Assets 2014: $11,418,905Liabilities 2014: $0Net Assets 2014: $11,418,9052014Assets 2015: $11,778,076Liabilities 2015: $0Net Assets 2015: $11,778,0762015Assets 2016: $11,588,713Liabilities 2016: $0Net Assets 2016: $11,588,7132016Assets 2017: $13,101,706Liabilities 2017: $0Net Assets 2017: $13,101,7062017Assets 2018: $19,055,443Liabilities 2018: $4,772,727Net Assets 2018: $14,282,7162018Assets 2019: $19,164,175Liabilities 2019: $4,090,907Net Assets 2019: $15,073,2682019Assets 2020: $19,000,882Liabilities 2020: $3,674,239Net Assets 2020: $15,326,6432020Assets 2021: $21,532,700Liabilities 2021: $3,219,695Net Assets 2021: $18,313,0052021Assets 2022: $20,377,999Liabilities 2022: $2,765,150Net Assets 2022: $17,612,8492022Assets 2023: $21,133,016Liabilities 2023: $2,310,604Net Assets 2023: $18,822,4122023Assets 2024: $22,265,405Liabilities 2024: $1,856,059Net Assets 2024: $20,409,3462024Assets 2025: $23,139,680Liabilities 2025: $1,401,513Net Assets 2025: $21,738,1672025

Highlighted filing

2018

Assets$19,055,443
Liabilities$4,772,727
Net Assets$14,282,716
Open 2018 Filing

Operations Trend

Revenue Growth9th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $38,9502011Expenses 2012: $42,0062012Expenses 2013: $45,4262013Revenue 2014: $2,596,662Expenses 2014: $50,462Net Income 2014: $2,546,2002014Revenue 2015: $699,821Expenses 2015: $78,846Net Income 2015: $620,9752015Revenue 2016: $104,613Expenses 2016: $105,483Net Income 2016: -$8702016Revenue 2017: $1,170,052Expenses 2017: $296,214Net Income 2017: $873,8382017Revenue 2018: $822,697Expenses 2018: $91,448Net Income 2018: $731,2492018Revenue 2019: $922,066Expenses 2019: $296,054Net Income 2019: $626,0122019Revenue 2020: $1,008,588Expenses 2020: $692,917Net Income 2020: $315,6712020Revenue 2021: $1,603,208Expenses 2021: $296,524Net Income 2021: $1,306,6842021Revenue 2022: $1,931,545Expenses 2022: $301,656Net Income 2022: $1,629,8892022Revenue 2023: $1,025,975Expenses 2023: $297,438Net Income 2023: $728,5372023Revenue 2024: $1,025,495Expenses 2024: $307,951Net Income 2024: $717,5442024Revenue 2025: $1,445,489Expenses 2025: $342,545Net Income 2025: $1,102,9442025

Highlighted filing

2018

Revenue$822,697
Expenses$91,448
Net Income$731,249
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 9, 2019
Return Version
2017v2.3
Gross Receipts
$5,112,223
Mission and Program Overview

Mission

To operate exclusively for the benefit of the st. Elizabeth school, primarily by raising funds to be used for future building improvements, expansion and emergency needs.

For the benefit of st. Elizabeth school, primarily for future building expansion and emergency needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,569,396$10,074,436▲ $505,040
Land, Buildings, and Equipment, Net$0$8,964,580▲ $8,964,580
Cash and Non-Interest-Bearing Accounts$532,310$16,427▼ $515,883
Total Assets$13,101,706$19,055,443▲ $5,953,737
Other Assets Total$3,000,000$0▼ $3,000,000
Liabilities
Unsecured Notes Loans Payable$0$4,772,727▲ $4,772,727
Total Liabilities$0$4,772,727▲ $4,772,727
Net Assets / Fund Balance
Unrestricted Net Assets$13,101,706$14,282,716▲ $1,181,010
Total Net Assets Fund Balance$13,101,706$14,282,716▲ $1,181,010
Total Liabilities and Net Assets / Fund Balance$13,101,706$19,055,443▲ $5,953,737

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,964,580$18,715$8,983,295

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$9,569,396-▲ $572,705-$10,074,436
2016$11,588,636-▲ $1,275,450$3,000,000$9,569,396
2015$11,772,457-▼ $83,880-$11,588,636
2014$11,406,315$60,000▲ $379,688-$11,772,457
2013$10,021,500-▲ $1,430,077-$11,406,315
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
William L Henn JrPresident
Erica Niemann CfaDirector
Ernest GlinkaDirector
Sr Ellen Carr OsfDirector
Luisella McbrideSecretary
Tim SchereTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$0
Investment Income
$347,065
Other Revenue
$474,632
All Other Contributions
$1,000
Change in Net Assets
$731,249

Audited Revenue Reconciliation

Revenue per Audited Statements
$757,212
Revenue Not Reported on Financial Statements
$65,485
Revenue Not Reported on Form 990
$449,761
Total Revenue per Audited Statements
$1,206,973
Total Revenue per Form 990
$822,697
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$89,268
Grants and Similar Amounts Paid$2,180
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$65,485-$65,485
Depreciation Depletion$18,715--$18,715
Fees for Services Accounting-$3,834-$3,834
Grants to Domestic Orgs$2,180--$2,180
Other Expenses-$150-$150
Fees for Services Legal-$12-$12
Total Functional Expenses$20,895$70,553$0$91,448

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$91,448
Expenses Not Reported on Financial Statements$65,485
Expenses per Audited Statements$25,963
Total Expenses per Audited Statements$25,963
Expenses Not Reported on Form 990$0
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
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization is provided with a copy of the 990 along with the audited financial statements for review before filing. Review is conducted by members of the board who are regulary involved with the financial transactions of the organization.”

Form 990, Part VI, Section B, Line 12C

“Board members and trustees must promptly disclose any conflict issues that arise where they may have a vested interest and sign a conflict of interest statement annually.”

Form 990, Part VI, Section C, Line 19

“The organization makes documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
St Elizabeth School Foundation Inc
EIN
52-2249488
Phone
4108895054
Address
801 ARGONNE DRIVE, BALTIMORE, MD 21218

Signing Officer

Name
William L Henn Jr
Title
President
Phone
4108895054
Signed
2019-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William L Henn Jr
Formed
2000
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
10

Preparer

Firm
Ellin & Tucker Chartered
Address
400 EAST PRATT ST SUITE 200, BALTIMORE, MD 21202
Preparer
Elisabeth J Dembeck
Phone
4107275735
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process did not change from prior year.”

Financial Statement Notes

PART V, LINE 4:

“To raise and manage funds to support future building expansion and emergency needs of st. Elizabeth school.”

PART X, LINE 2:

“The foundation follows the provisions of accounting for uncertainty in income taxes under the income taxes topic of the codification. The codification requires the evaluation of tax positions, which include maintaining its tax-exempt status and the taxability of any unrelated business income, and does not allow recognition of tax positions which do not meet a "more-likely-than-not" threshold of being sustained by the applicable tax authority. Management does not believe it has taken any tax positions that would not meet this threshold.”

Raw XML AppendixShowing 400 of 430 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FOR THE BENEFIT OF ST. ELIZABETH SCHOOL, PRIMARILY FOR FUTURE BUILDING EXPANSION AND EMERGENCY NEEDS.
IRS990/AllOtherContributionsAmt01000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ANANT SARAN
IRS990/BooksInCareOfDetail/PhoneNum04108895054
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0801 ARGONNE DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0BALTIMORE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021218
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0532310
IRS990/CashNonInterestBearingGrp/EOYAmt016427
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01000
IRS990/CYGrantsAndSimilarPaidAmt02180
IRS990/CYInvestmentIncomeAmt0347065
IRS990/CYOtherExpensesAmt089268
IRS990/CYOtherRevenueAmt0474632
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0731249
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt091448
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0822697
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt018715
IRS990/DepreciationDepletionGrp/TotalAmt018715
IRS990/Desc0THE FOUNDATION WILL ENGAGE IN THE ACTIVITIES OF RAISING AND MANAGING FUNDS FOR THE ST. ELIZABETH SCHOOL AND WILL EXPEND ITS FUNDS IN SUPPORT OF FUTURE BUILDING IMPROVEMENTS, EXPANSION AND THE ENERGENCY NEEDS OF THE ST. ELIZABETH SCHOOL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt020895
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03834
IRS990/FeesForServicesAccountingGrp/TotalAmt03834
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt012
IRS990/FeesForServicesLegalGrp/TotalAmt012
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt065485
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt065485
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0SR ELLEN CARR OSF
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM L HENN JR
IRS990/Form990PartVIISectionAGrp/PersonNm2LUISELLA MCBRIDE
IRS990/Form990PartVIISectionAGrp/PersonNm3ERNEST GLINKA
IRS990/Form990PartVIISectionAGrp/PersonNm4ERICA NIEMANN CFA
IRS990/Form990PartVIISectionAGrp/PersonNm5TIM SCHERE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0141425
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt02180
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02180
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02180
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04430951
IRS990/GrossReceiptsAmt05112223
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0205640
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0205640
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09569396
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010074436
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018715
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08964580
IRS990/LandBldgEquipCostOrOtherBssAmt08983295
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04289526
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF THE ST. ELIZABETH SCHOOL, PRIMARILY BY RAISING FUNDS TO BE USED FOR FUTURE BUILDING IMPROVEMENTS, EXPANSION AND EMERGENCY NEEDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013101706
IRS990/NetAssetsOrFundBalancesEOYAmt014282716
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0141425
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0141425
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0449761
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03000000
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROF SERVICES ADMIN
IRS990/OtherExpensesGrp/Desc1MISC EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01072
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1150
IRS990/OtherExpensesGrp/TotalAmt01072
IRS990/OtherExpensesGrp/TotalAmt1150
IRS990/OtherRevenueMiscGrp/BusinessCd0532000
IRS990/OtherRevenueMiscGrp/Desc0RENTAL REVENUE - SCHOOL
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0474632
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0474632
IRS990/OtherRevenueTotalAmt0474632
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIAM L HENN JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0495018
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0217257
IRS990/PYInvestmentIncomeAmt0636295
IRS990/PYOtherExpensesAmt078957
IRS990/PYOtherRevenueAmt038739
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0873838
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0296214
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01170052
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0731249
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0520807517
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02180
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ST ELIZABETH SCHOOL INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt02180
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt08964580
IRS990ScheduleD/BuildingsGrp/DepreciationAmt018715
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08983295
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt065485
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt09569396
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010074436
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt02180
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0572705
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt077433
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt011588636
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09569396
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0217257
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01275450
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03000000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt067414
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt011772457
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt011588636
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt032527
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-83880
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt073546
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt011406315
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt060000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt011772457
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0379688
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt045262
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt010021500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt011406315
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01430077
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt065485
IRS990ScheduleD/ExpensesSubtotalAmt025963
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt065485
IRS990ScheduleD/InvestmentExpensesNotIncldAmt065485
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0449761
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/RevenueNotReportedAmt0449761
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt065485
IRS990ScheduleD/RevenueSubtotalAmt0757212
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO RAISE AND MANAGE FUNDS TO SUPPORT FUTURE BUILDING EXPANSION AND EMERGENCY NEEDS OF ST. ELIZABETH SCHOOL.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A "MORE-LIKELY-THAN-NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08964580
IRS990ScheduleD/TotalExpensesPerForm990Amt091448
IRS990ScheduleD/TotalRevenuePerForm990Amt0822697
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01206973
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt025963
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS PROVIDED WITH A COPY OF THE 990 ALONG WITH THE AUDITED FINANCIAL STATEMENTS FOR REVIEW BEFORE FILING. REVIEW IS CONDUCTED BY MEMBERS OF THE BOARD WHO ARE REGULARY INVOLVED WITH THE FINANCIAL TRANSACTIONS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS AND TRUSTEES MUST PROMPTLY DISCLOSE ANY CONFLICT ISSUES THAT ARISE WHERE THEY MAY HAVE A VESTED INTEREST AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS DID NOT CHANGE FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST ELIZABETH SCHOOL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0520807517
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0VACATIONAL & ACADEMIC TRAINING TO MENTALLY/PHYSICALLY CHALLENGED CHILDREN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0801 ARGONNE DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BALTIMORE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd021218
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0474632
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0AT COST OF PRIOR LEASE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ST ELIZABETH SCHOOL INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt013101706
IRS990/TotalAssetsEOYAmt019055443
IRS990/TotalAssetsGrp/BOYAmt013101706
IRS990/TotalAssetsGrp/EOYAmt019055443
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt070553
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020895
IRS990/TotalFunctionalExpensesGrp/TotalAmt091448
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt04772727
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt04772727
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013101706
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014282716
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt020895
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0347065
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0474632
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0822697
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013101706
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019055443
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt013101706
IRS990/UnrestrictedNetAssetsGrp/EOYAmt014282716
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt04772727
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0801 ARGONNE DRIVE
IRS990/USAddress/CityNm0BALTIMORE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021218
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.STELIZABETH-SCHOOL.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM L HENN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,055,443
Liabilities
$4,772,727
Net assets
$14,282,716
Revenue
$822,697
Expenses
$91,448
Net income
$731,249
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$23.1$1.40$21.7$1.45$0.34$1.10
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.3$1.86$20.4$1.03$0.31$0.72
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$2.31$18.8$1.03$0.30$0.73
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$2.77$17.6$1.93$0.30$1.63
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.5$3.22$18.3$1.60$0.30$1.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$3.67$15.3$1.01$0.69$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$4.09$15.1$0.92$0.30$0.63
2018Detailed filing. Detailed filing data is available for this year.$19.1$4.77$14.3$0.82$0.09$0.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.1$0.00$13.1$1.17$0.30$0.87
2016Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.10$0.11$0.00
2015Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.70$0.08$0.62
2014Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$2.60$0.05$2.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$0.00$10.0$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.14$0.00$9.14$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.82$0.00$8.81$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $10M-$25M nonprofits