Civic Intelligence

St Francis Memorial Scholarship Fund

990 • Fiscal year 2020 • EIN 61-6023077

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2017

Organization ProfileN/A
P O Box 32760Louisville, KY 40232-2760

(502) 588-4125

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

39th percentile

$8,292

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

54th percentile

7.7%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

15%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,212,706

Up $87,174 (+7.7%) from 2019

Net Assets

Up

$1,212,706

Up $87,174 (+7.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin80th percentile

Revenue

Up

$40,241

Up $5,265 (+15%) from 2019

Expenses

Down

$28,728

Down $9,742 (-25%) from 2019

Net Income

Up

$11,513

Up $15,007 (+430%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $807,059Liabilities 2011: $0Net Assets 2011: $807,0592011Assets 2012: $842,559Liabilities 2012: $0Net Assets 2012: $842,5592012Assets 2013: $944,802Liabilities 2013: $0Net Assets 2013: $944,8022013Assets 2014: $979,703Liabilities 2014: $0Net Assets 2014: $979,7032014Assets 2015: $954,871Liabilities 2015: $0Net Assets 2015: $954,8712015Assets 2016: $988,028Liabilities 2016: $0Net Assets 2016: $988,0282016Assets 2017: $1,056,806Liabilities 2017: $0Net Assets 2017: $1,056,8062017Assets 2018: $980,805Liabilities 2018: $0Net Assets 2018: $980,8052018Assets 2019: $1,125,532Liabilities 2019: $0Net Assets 2019: $1,125,5322019Assets 2020: $1,212,706Liabilities 2020: $0Net Assets 2020: $1,212,7062020Assets 2021: $1,316,537Liabilities 2021: $0Net Assets 2021: $1,316,5372021Assets 2022: $1,078,903Liabilities 2022: $0Net Assets 2022: $1,078,9032022Assets 2023: $1,174,878Liabilities 2023: $0Net Assets 2023: $1,174,8782023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$1,212,706
Liabilities$0
Net Assets$1,212,706
Open 2020 Filing

Operations Trend

Revenue Growth71st percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $76,045Expenses 2011: $42,588Net Income 2011: $33,4572011Revenue 2012: $68,512Expenses 2012: $33,012Net Income 2012: $35,5002012Revenue 2013: $130,544Expenses 2013: $28,301Net Income 2013: $102,2432013Revenue 2014: $80,784Expenses 2014: $45,883Net Income 2014: $34,9012014Revenue 2015: $20,122Expenses 2015: $44,954Net Income 2015: -$24,8322015Revenue 2016: $79,533Expenses 2016: $46,376Net Income 2016: $33,1572016Revenue 2017: $112,029Expenses 2017: $43,251Net Income 2017: $68,7782017Revenue 2018: $62,998Expenses 2018: $138,999Net Income 2018: -$76,0012018Revenue 2019: $34,976Expenses 2019: $38,470Net Income 2019: -$3,4942019Revenue 2020: $40,241Expenses 2020: $28,728Net Income 2020: $11,5132020Revenue 2021: $117,126Expenses 2021: $59,474Net Income 2021: $57,6522021Revenue 2022: $37,033Expenses 2022: $69,975Net Income 2022: -$32,9422022Revenue 2023: $46,510Expenses 2023: $55,150Net Income 2023: -$8,6402023Revenue 2024: $293,855Expenses 2024: $21,179Net Income 2024: $272,6762024

Highlighted filing

2020

Revenue$40,241
Expenses$28,728
Net Income$11,513
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2017
Return Version
2020v4.0
Gross Receipts
$109,553
Mission and Program Overview

Mission

The organization's exempt purpose is to have money available to award scholarships to st. Francis in the fields parishioners.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,125,532$1,212,706▲ $87,174
Investments in Publicly Traded Securities$1,107,106$1,182,654▲ $75,548
Savings and Temporary Cash Investments$18,426$30,052▲ $11,626
Total Assets$1,125,532$1,212,706▲ $87,174
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,125,532$1,212,706▲ $87,174
Total Liabilities and Net Assets / Fund Balance$1,125,532$1,212,706▲ $87,174
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeOtherTotal
-TrusteePT$8,292$8,292
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$40,241
Other Revenue
$0
Change in Net Assets
$11,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$19,348
Salaries, Compensation, and Employee Benefits$8,292
Other Expenses$1,088
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$19,348--$19,348
Current Officers, Directors, Trustees, and Key Employees-$8,292-$8,292
Fees for Services Accounting-$1,000-$1,000
Other Expenses-$88-$88
Total Functional Expenses$19,348$9,380$0$28,728
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
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
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

“The fund has a committee established specifically to review the form 990. It is reviewed during one of the quarterly board meetings.”

Form 990, Page 6, Part VI, Line 19

“The fund makes its governing documents and financial information (statements) available to the parishioners of its church upon request. The fund does not make this information available to the general public.”

Filing and Contact Details

Filer

Filer Name
St Francis Memorial Scholarship
EIN
61-6023077
Phone
5025884125
Address
P O BOX 32760, LOUISVILLE, KY 40232-2760

Signing Officer

Name
Hilliard Lyons Trust Co LLC
Title
Trustee
Phone
0502588412
Signed
2017-05-13

Organization Details

Formed
1961
Legal Domicile
Ky
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Henderman Jessee and Co Pllc
Address
304 WHITTINGTON PKWY STE 107, LOUISVILLE, KY 40222-4913
Preparer
Donald R Wiley
Phone
5024254800
Raw XML Appendix234 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.

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IRS990/GrantsToIndividualsInd0true
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt023496
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023496
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01107106
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01182654
IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt069312
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrlzdGainsLossesInvstAmt075661
IRS990/NondeductibleContributionsInd0false
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IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt02,500 BURNSIDE, KATHRYN BELMONT UNIVERSITY 3,000 COX, SARAH UNIVERSITY OF CINCINNATI 7,848 GARDFIELD, ELIZABETH NASHOTAH HOUSE THEOLOGICAL SEMINARY 1,000 PIPES, JENNINGS INDIANA UNIVERSITY SOUTHEAST 5,000 STEWART, CLAY JOSEPH UNIVERSITY OF NORTH CAROLINA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL INFORMATION (STATEMENTS) AVAILABLE TO THE PARISHIONERS OF ITS CHURCH UPON REQUEST. THE FUND DOES NOT MAKE THIS INFORMATION AVAILABLE TO THE GENERAL PUBLIC.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum00502588412
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-13
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND T/U/A
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ReturnHeader/Filer/EIN0616023077
ReturnHeader/Filer/PhoneNum05025884125
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0304 WHITTINGTON PKWY STE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402224913
ReturnHeader/PreparerPersonGrp/PhoneNum05024254800
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD R WILEY
ReturnHeader/ReturnTs02021-05-27T15:04:17-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRUSTEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TRUSTEE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,212,706
Liabilities
$0
Net assets
$1,212,706
Revenue
$40,241
Expenses
$28,728
Net income
$11,513
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.29$0.02$0.27
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.05$0.06$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.04$0.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.12$0.06$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.04$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.04$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.14$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.11$0.04$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.08$0.05$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.02$0.04$0.02
2014Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.08$0.05$0.03
2013Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$0.13$0.03$0.10
2012Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.07$0.03$0.04
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.08$0.04$0.03