Civic Intelligence

St Catherine'S School Foundation

990T • Fiscal year 2023 • EIN 54-6036896

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 08, 2024

Organization ProfileN/A
6001 Grove AvenueRichmond, VA 23226

(804) 288-2804

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $53,575,400Liabilities 2010: $338,632Net Assets 2010: $53,236,7682010Assets 2011: $56,279,926Liabilities 2011: $590,380Net Assets 2011: $55,689,5462011Assets 2012: $47,736,212Liabilities 2012: $1,207,073Net Assets 2012: $46,529,1392012Assets 2013: $48,737,891Liabilities 2013: $1,282,496Net Assets 2013: $47,455,3952013Assets 2014: $52,626,028Liabilities 2014: $1,766,109Net Assets 2014: $50,859,9192014Assets 2015: $51,164,814Liabilities 2015: $2,169,087Net Assets 2015: $48,995,7272015Assets 2016: $46,856,593Liabilities 2016: $2,059,079Net Assets 2016: $44,797,5142016Assets 2017: $51,135,368Liabilities 2017: $2,030,357Net Assets 2017: $49,105,0112017Assets 2018: $55,894,130Liabilities 2018: $2,435,474Net Assets 2018: $53,458,6562018Assets 2019: $57,362,684Liabilities 2019: $2,396,402Net Assets 2019: $54,966,2822019Assets 2020: $56,643,893Liabilities 2020: $2,758,725Net Assets 2020: $53,885,1682020Assets 2021: $65,797,019Liabilities 2021: $2,429,266Net Assets 2021: $63,367,7532021Assets 2022: $54,160,094Liabilities 2022: $2,869,452Net Assets 2022: $51,290,6422022Assets 2023: $57,678,821Liabilities 2023: $3,023,927Net Assets 2023: $54,654,8942023Assets 2024: $58,995,209Liabilities 2024: $2,757,350Net Assets 2024: $56,237,8592024

Latest loaded filing

2024

Assets$58,995,209
Liabilities$2,757,350
Net Assets$56,237,859
Open 2024 Filing

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $15,942,9912010Expenses 2011: $8,067,3122011Expenses 2012: $12,364,3542012Expenses 2013: $7,022,3532013Revenue 2014: $4,879,121Expenses 2014: $4,650,897Net Income 2014: $228,2242014Revenue 2015: $5,139,010Expenses 2015: $4,649,223Net Income 2015: $489,7872015Revenue 2016: $3,010,282Expenses 2016: $4,926,099Net Income 2016: -$1,915,8172016Revenue 2017: $4,193,022Expenses 2017: $4,781,841Net Income 2017: -$588,8192017Revenue 2018: $10,965,304Expenses 2018: $8,402,328Net Income 2018: $2,562,9762018Revenue 2019: $8,587,106Expenses 2019: $7,153,391Net Income 2019: $1,433,7152019Revenue 2020: $6,562,925Expenses 2020: $8,134,726Net Income 2020: -$1,571,8012020Revenue 2021: $8,901,214Expenses 2021: $11,295,066Net Income 2021: -$2,393,8522021Revenue 2022: $10,869,788Expenses 2022: $13,934,360Net Income 2022: -$3,064,5722022Revenue 2023: $8,221,498Expenses 2023: $8,452,829Net Income 2023: -$231,3312023Revenue 2024: $7,918,209Expenses 2024: $6,977,292Net Income 2024: $940,9172024

Latest loaded filing

2024

Revenue$7,918,209
Expenses$6,977,292
Net Income$940,917
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 8, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

The mission of the foundation is to raise funds and manage assets in support of st. Catherine's school, a church school in the episcopal diocese of virginia. The school offers girls age 3 through grade twelve rigorous college preparatory education through a community of teachers and staff committed to fostering the development of the mind, body and spirit.

Filing and Contact Details

Filer

Filer Name
ST CATHERINE'S SCHOOL FOUNDATION
EIN
54-6036896
Phone
8042882804
Address
6001 GROVE AVENUE, RICHMOND, VA 23226

Signing Officer

Name
Lori Fuller
Title
Treasurer
Phone
8042882804
Signed
2024-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
200 SOUTH 10TH ST STE 900, RICHMOND, VA 23219
Preparer
Amy Dosik
Phone
8046735700
Raw XML Appendix93 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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IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0820
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0820
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ROCK SPRINGS CAPITAL FUND LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0820
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0LORI FULLER
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IRS990T/BooksInCareOfDetail/USAddress/CityNm0RICHMOND
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IRS990T/BooksInCareOfDetail/USAddress/ZIPCd023226
IRS990T/BookValueAssetsEOYAmt057678821
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IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt0820
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt0978
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IRS990TScheduleA/UBIBeforeNOLDedAmt0-392
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IRS990T/SpecificDeductionAmt01000
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IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PhoneNum08042882804
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-08
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ReturnHeader/Filer/BusinessNameControlTxt0STCA
ReturnHeader/Filer/EIN0546036896
ReturnHeader/Filer/PhoneNum08042882804
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ReturnHeader/Filer/USAddress/ZIPCd023226
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 SOUTH 10TH ST STE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023219
ReturnHeader/PreparerPersonGrp/PhoneNum08046735700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY DOSIK
ReturnHeader/ReturnTs02024-04-18T16:10:49-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LORI
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
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Revenue
-
Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.0$2.76$56.2$7.92$6.98$0.94
2023Detailed filing. Detailed filing data is available for this year.$57.7$3.02$54.7$8.22$8.45$0.23
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$54.2$2.87$51.3$10.9$13.9$3.06
2021Detailed filing. Detailed filing data is available for this year.$65.8$2.43$63.4$8.90$11.3$2.39
2020Detailed filing. Detailed filing data is available for this year.$56.6$2.76$53.9$6.56$8.13$1.57
2019Detailed filing. Detailed filing data is available for this year.$57.4$2.40$55.0$8.59$7.15$1.43
2018Detailed filing. Detailed filing data is available for this year.$55.9$2.44$53.5$11.0$8.40$2.56
2017Detailed filing. Detailed filing data is available for this year.$51.1$2.03$49.1$4.19$4.78$0.59
2016Detailed filing. Detailed filing data is available for this year.$46.9$2.06$44.8$3.01$4.93$1.92
2015Detailed filing. Detailed filing data is available for this year.$51.2$2.17$49.0$5.14$4.65$0.49
2014Detailed filing. Detailed filing data is available for this year.$52.6$1.77$50.9$4.88$4.65$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.7$1.28$47.5$7.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.7$1.21$46.5$12.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.3$0.59$55.7$8.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.6$0.34$53.2$15.9